Mga Batayang Estadistika
| Pemilik Institusional | 333 total, 333 long only, 0 short only, 0 long/short - change of 6.71% MRQ |
| Alokasi Portofolio Rata-rata | 0.2238 % - change of 7.33% MRQ |
| Saham Institusional (Jangka Panjang) | 44,582,028 (ex 13D/G) - change of 0.47MM shares 1.05% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,928,597 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund (US:DEM) memiliki 333 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 44,582,028 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, LPL Financial LLC, Ameriprise Financial Inc, Creative Planning, UBS Group AG, Envestnet Asset Management Inc, Kestra Investment Management, LLC, and Commonwealth Equity Services, Llc .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund (ARCA:DEM) 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 2, 2025 is 45.84 / share. Previously, on September 3, 2024, the share price was 43.05 / share. This represents an increase of 6.48% 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 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | National Asset Management, Inc. | 8,016 | 0.06 | 363 | 12.04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,187 | 54 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 241,854 | 10.71 | 10,954 | 19.16 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 6,775 | 0.00 | 285 | 4.01 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 4,739 | 215 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4,741 | 215 | ||||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 285,552 | -0.36 | 12,933 | 7.25 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 226 | 100.00 | 10 | 150.00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3,147 | 143 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 6,686 | 303 | ||||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 2,000 | 0.00 | 91 | 8.43 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 13,940 | 2.56 | 631 | 10.51 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 22,463 | -8.72 | 1,017 | -1.74 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 60 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 11,042 | 0.00 | 500 | 7.76 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 255,213 | 52.49 | 11,559 | 64.13 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 83 | 4 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 6,775 | 307 | ||||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 10,699 | 0.00 | 485 | 7.56 | ||||
| 2025-05-14 | 13F | Entrewealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 580 | 172.30 | 26 | 225.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 10,414 | 4.45 | 472 | 12.41 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 34,647 | -0.60 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 6,600 | 0.00 | 299 | 7.58 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,777 | 0.00 | 80 | 8.11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16,464 | 746 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 56 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 261 | 0.00 | 12 | 10.00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 867 | 0.00 | 39 | 8.33 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 69,237 | -4.17 | 3,136 | 3.13 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27,154 | 2.83 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14,172 | 31.86 | 642 | 41.81 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 134 | 185.11 | 6 | 150.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 601 | 27 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 271,359 | 0.29 | 12,290 | 7.95 | ||||
| 2025-05-15 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 7,968 | -14.01 | 361 | -7.46 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,165 | -4.90 | 53 | 1.96 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,500 | 0.00 | 68 | 8.06 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 4,803 | -1.90 | 218 | 5.34 | ||||
| 2025-04-22 | 13F | Wolff Wiese Magana Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 48,355 | 97.67 | 2,190 | 112.73 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24,318 | 29.39 | 1,101 | 39.37 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8,523 | 0.00 | 390 | 8.94 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 143 | 6 | ||||||
| 2025-04-23 | 13F | Williams Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 31,697 | -1.73 | 1,436 | 5.75 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 36,554 | 0.00 | 1,656 | 7.61 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 95,822 | 33.12 | 4,340 | 43.30 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9,337 | 24.11 | 423 | 33.54 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 15,902 | -16.15 | 720 | -9.77 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9,368 | 4.80 | 424 | 12.50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5,580,798 | -1.40 | 252,754 | 6.12 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 35,212 | -12.03 | 1,595 | -5.34 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,662 | 11.77 | 75 | 20.97 | ||||
| 2025-05-14 | 13F | Green Harvest Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 5,312 | -6.71 | 241 | 0.42 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 117,624 | 30.11 | 5,327 | 40.04 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 8,176 | -1.21 | 370 | 6.32 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 619,107 | 4.39 | 28,039 | 12.35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12,045 | 11.30 | 544 | 19.34 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 8,067 | 365 | ||||||
| 2025-07-14 | 13F | Bank & Trust Co | 232 | 0.00 | 11 | 11.11 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,250 | 0.00 | 57 | 7.69 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 322 | 92.81 | 15 | 100.00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10,680 | 60.75 | 484 | 73.12 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,997 | -0.99 | 136 | 6.30 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 151,567 | 138.61 | 6,258 | 133.99 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 38,802 | 14.29 | 1,757 | 23.04 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 25,331 | -23.66 | 1,147 | -17.84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 117,162 | -0.41 | 5,306 | 7.19 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 109,604 | 6.06 | 4,964 | 14.14 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | DGS - WisdomTree Emerging Markets SmallCap Dividend Fund N/A | 15,554 | -90.32 | 704 | -90.04 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 148,010 | 18.80 | 6,703 | 27.87 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,459 | 157 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 33,237 | 1.31 | 2 | 0.00 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12,907 | -3.15 | 585 | 4.29 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14,274 | 12.37 | 646 | 20.97 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26,584 | -0.75 | 1,204 | 6.74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,513 | 11.79 | 114 | 20.21 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | BancorpSouth Bank | 13,372 | -0.41 | 606 | 7.08 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,989 | 50.59 | 181 | 62.16 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 6,295 | -4.01 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5,246 | 0.00 | 238 | 7.73 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 317 | 0.00 | 14 | 7.69 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 600 | 27 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 15,500 | -24.59 | 702 | -18.87 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 7,205 | 5.26 | 326 | 13.19 | ||||
| 2025-04-30 | 13F | Narus Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 5,086 | -3.42 | 230 | 4.07 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1,243 | 157.88 | 56 | 180.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9,290 | 0.03 | 421 | 7.69 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,588 | 66.43 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 486 | 371.84 | 22 | 450.00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | GINX - SGI Enhanced Global Income ETF | 64,703 | -7.37 | 2,831 | -1.70 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1,600 | 0.00 | 72 | 7.46 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 23,130 | 1,048 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 6,899 | 0.16 | 314 | 8.30 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10,555 | -3.55 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 61,818 | 42.63 | 3 | 100.00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 4,469 | 201 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 6,131 | 278 | ||||||
| 2025-05-05 | 13F | STAR Financial Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 175 | 0.00 | 8 | 0.00 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 18,302 | -15.91 | 741 | -22.57 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 200 | 0.00 | 9 | 12.50 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 108 | 0.00 | 5 | 0.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4,606 | 209 | ||||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 9,648 | -26.96 | 437 | -21.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 592,480 | 10.22 | 26,833 | 18.64 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,760 | 0.00 | 80 | 6.76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 352,246 | 63.82 | 15,953 | 76.33 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 422,475 | -3.93 | 19,134 | 3.39 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9,804 | 50.32 | 444 | 62.04 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 28,245 | 0.00 | 1,279 | 7.66 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8,000 | 362 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,066 | 365 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 17,016 | -1.57 | 771 | 5.91 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7,666 | -17.19 | 347 | -10.80 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10,430 | 0.00 | 472 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 19,861 | 9.10 | 899 | 17.36 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 61,314 | -0.90 | 2,777 | 6.65 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 105 | 0.00 | 5 | 0.00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 363 | 0.00 | 16 | 6.67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 33,395 | -88.14 | 1,512 | -87.23 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 29 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 552 | 0.00 | 25 | 8.70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 99,242 | 5.37 | 4 | 33.33 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1,148 | 0.00 | 52 | 6.25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,879,208 | 2.28 | 85,109 | 10.08 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11,938 | 16.84 | 541 | 25.87 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117,276 | -6.28 | 4,935 | -2.61 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,323 | 1.72 | 332 | 9.60 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6,857 | 37.47 | 311 | 48.33 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 126,142 | 1.88 | 5,816 | 9.10 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1,676 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,990 | 10.66 | 452 | 19.26 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 4,900 | -33.78 | 225 | -27.65 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 166,507 | -5.96 | 7,541 | 1.22 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 8,697 | 394 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,792 | 0.00 | 126 | 7.69 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 68 | 3 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,322,519 | -1.28 | 105,167 | 6.22 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,457 | -9.68 | 383 | -2.54 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 322 | -3.59 | 15 | 0.00 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 8,565 | -2.28 | 388 | 5.16 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 21,881 | -8.91 | 991 | -1.98 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 24,841 | 12.00 | 1,125 | 20.58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9,402 | -21.49 | 426 | -15.51 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4,481 | 203 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10,475 | 6.38 | 474 | 14.49 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 6,639 | -0.66 | 301 | 6.76 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 51,093 | 4.29 | 2,314 | 12.23 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5,729 | 4.01 | 259 | 12.12 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 115 | 10.58 | 5 | 25.00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 11,223 | -2.82 | 508 | 4.74 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 3 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 407,117 | 0.30 | 18,438 | 7.95 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 26,361 | 1.00 | 1,194 | 8.65 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,840 | 72.97 | 174 | 86.02 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 78 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6,099 | -5.68 | 276 | 1.47 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 32,551 | -4.90 | 1,474 | 2.36 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 31,138 | -2.05 | 1,410 | 5.46 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 18,659 | 1.22 | 845 | 9.03 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 28,554 | -2.00 | 1,293 | 5.46 | ||||
| 2025-08-29 | NP | DNL - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A | 562 | -77.38 | 25 | -75.96 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 14,179 | 642 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4,624 | 209 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7,536 | 20.21 | 341 | 29.66 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 38,906 | 29.31 | 1,762 | 39.18 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 22,810 | -1.21 | 1,033 | 6.39 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 26,004 | 4.00 | 1,178 | 11.88 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,486 | 86.02 | 475 | 100.00 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5,207 | -1.49 | 236 | 5.86 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 103,181 | 4,673 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 37,403 | -1.17 | 1,694 | 6.34 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,802 | 4.40 | 82 | 12.50 | ||||
| 2025-04-23 | 13F | Balboa Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 9,722 | 20.55 | 440 | 29.79 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7,810 | -3.82 | 354 | 3.52 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 40 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8,980 | 12.19 | 407 | 20.83 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 12,450 | 564 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 72 | 1.41 | 3 | 50.00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 65,151 | -57.14 | 2,951 | -53.88 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 4,869 | 221 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7,568 | -24.85 | 343 | -19.15 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 535,984 | 8.44 | 24,275 | 16.71 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 79 | 0.00 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 14 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125,718 | 2.30 | 5,694 | 10.09 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 22,312 | -35.69 | 1,010 | -30.82 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 9,273 | 10.37 | 420 | 18.70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,740 | 1.33 | 169 | 13.42 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 142 | 0.00 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14,466 | 655 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 28 | 0.00 | 1 | 0.00 | ||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 28,752 | -3.43 | 1,302 | 3.99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 94,085 | 16.21 | 4,261 | 25.10 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 405,021 | 6.51 | 18,343 | 14.64 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 143,904 | -0.00 | 6,517 | 7.63 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 10,865 | 6.70 | 492 | 14.95 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 20,755 | 5.06 | 940 | 13.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 182,572 | 42.14 | 8,269 | 52.97 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 112,937 | -3.12 | 5,115 | 4.26 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4,960 | 1.27 | 225 | 8.74 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 972 | -4.80 | 44 | 4.76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8,593 | -6.99 | 389 | 0.26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102,666 | 101.46 | 4,650 | 116.84 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 5,905 | 0.00 | 267 | 7.66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-04-10 | 13F | Rialto Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7,818 | 4.62 | 354 | 12.74 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 15 | 0.00 | 1 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 0.00 | 34 | 3.13 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 40,704 | -3.33 | 1,844 | 4.07 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 14,415 | -0.91 | 653 | 6.54 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 17 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 580 | 0.00 | 26 | 8.33 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 7,738 | 350 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1,103 | 0.00 | 50 | 6.52 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 66,764 | -3.78 | 3,024 | 3.56 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5,118 | 1.93 | 232 | 9.48 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 4,864 | 0.16 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5,093 | 4.09 | 231 | 12.20 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 8,125,421 | 1.72 | 368,000 | 9.48 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 29,248 | 6.55 | 1,325 | 14.63 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 5,710 | -35.35 | 259 | -30.46 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 45,010 | 3.35 | 2,039 | 11.24 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 440 | -8.14 | 20 | -5.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 7,306 | 0.29 | 331 | 7.84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,556 | 37.30 | 297 | 53.37 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 6,457 | -15.55 | 291 | -9.06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11,223 | -0.58 | 508 | 7.17 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 47,955 | -10.13 | 2,172 | -3.29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 240,428 | 3.20 | 11 | 11.11 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 150.00 | 0 | |||||
| 2025-08-25 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 128,748 | 9.31 | 5,831 | 17.64 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2,619 | 0.89 | 118 | 8.26 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 135,379 | 1.83 | 6,131 | 9.60 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 7,517 | -10.05 | 340 | -3.13 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Romano Brothers And Company | 15,050 | 1.35 | 682 | 9.13 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 23 | -79.82 | 1 | -75.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 652,588 | -2.51 | 30 | 3.57 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 221,794 | -2.59 | 10,045 | 4.84 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1,019 | 0.00 | 46 | 9.52 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 300 | 0.00 | 14 | 8.33 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 10,700 | 0.00 | 485 | 7.56 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13,000 | 124.14 | 589 | 140.98 | |||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 25,881 | 28.95 | 1,172 | 38.86 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 154,035 | 6,976 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 63 | 0.00 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 2,900 | 0.00 | 131 | 7.38 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 819 | 196.74 | 37 | 236.36 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 8,202 | -3.37 | 371 | 3.92 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,943 | 45.32 | 360 | 56.09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 165,411 | 10.45 | 7,491 | 18.96 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 10,644 | -10.99 | 482 | -0.41 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,865 | -6.99 | 402 | 0.00 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15,316 | 12.60 | 694 | 21.15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9,126 | 4.37 | 413 | 12.53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,523,584 | 22.80 | 114,293 | 32.17 | ||||
| 2025-07-31 | 13F | United Community Bank | 425 | 0.00 | 19 | 11.76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 12,564 | 12.98 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5,736 | 13.63 | 260 | 22.17 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16,083 | 0.00 | 728 | 7.53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 48,271 | 11.31 | 2,186 | 19.85 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 45,198 | -1.62 | 2,047 | 5.90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 401,289 | 5.35 | 18,524 | 15.57 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 311,419 | 0.00 | 14,104 | 7.63 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 5,585 | 0.50 | 253 | 8.15 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7,252 | 4.26 | 328 | 12.33 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6,238 | -3.18 | 284 | 4.43 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 18,506 | -15.49 | 838 | -9.01 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 52,236 | 2.36 | 2,366 | 10.15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 80,745 | 0.21 | 3,657 | 7.85 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 470 | 1.29 | 21 | 10.53 | ||||
| 2025-04-28 | 13F | Clarity Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 6,620 | -8.27 | 300 | -1.32 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 109,102 | -6.97 | 4,941 | 0.14 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 20,302 | 36.17 | 919 | 46.57 | ||||
| 2025-04-15 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14,622 | 32.77 | 662 | 42.98 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1,155,914 | -45.41 | 52,351 | -41.25 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 159,634 | 46.20 | 7,230 | 57.36 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7,568 | 44.84 | 348 | 58.45 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18,393 | 13.68 | 833 | 22.35 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1,562 | 5,907.69 | 71 | 7.69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,260 | -25.78 | 193 | -20.66 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4,352 | 197 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 255 | 0.00 | 12 | 10.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28,363 | 279.59 | 1,285 | 308.92 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,925 | -16.64 | 314 | -10.32 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 30 | -71.70 | 1 | -75.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 386,617 | 0.79 | 17,510 | 8.48 | ||||
| 2025-04-28 | 13F | Lodestone Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 12,019 | 0.00 | 506 | 3.91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 617,610 | 5.10 | 27,972 | 13.11 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 33,499 | -0.61 | 1,517 | 6.98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 720,682 | 2.60 | 33 | 10.34 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16,473 | 17.35 | 746 | 26.44 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 58,526 | 19.68 | 2,651 | 28.83 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 162,397 | -9.02 | 7,355 | -2.09 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 106,230 | 151.15 | 4,811 | 170.43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 254,558 | 57.06 | 11,529 | 69.03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14,461 | -4.60 | 656 | 2.98 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 134 | 0.00 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6,259 | -8.52 | 283 | -1.39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 76,453 | -25.51 | 3,463 | -19.82 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 2,161,189 | -0.99 | 97,880 | 6.56 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5,808 | -13.04 | 263 | -6.41 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 385 | -19.79 | 17 | -15.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 251,301 | -0.05 | 11,381 | 7.58 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 2,498 | 113 | ||||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 170,458 | -3.61 | 7,720 | 3.75 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 229 | 0.00 | 10 | 11.11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 72 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 375 | 0.00 | 17 | 6.67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 52,784 | 3.37 | 2,391 | 11.27 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5,319 | -8.73 | 241 | -2.04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 232,722 | 3.90 | 10,540 | 11.83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31,132 | -16.91 | 1,410 | -10.60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,571,638 | 5.41 | 71,174 | 13.44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17,271 | 1 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 200 | 0.00 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,453 | 202 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 430 | 19 | ||||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 27,022 | 4.30 | 1,248 | 14.40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 382,493 | -1.58 | 17,323 | 5.93 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1,485 | -49.68 | 0 | |||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 41,233 | 0.46 | 1,867 | 8.11 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 709 | 54.80 | 32 | 68.42 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 62,847 | -1.64 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9,247 | -9.33 | 419 | -2.56 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 372,478 | 0.07 | 16,870 | 7.71 | ||||
| 2025-06-26 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,496 | 340 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 29,542 | -1.79 | 1,338 | 5.69 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 76,476 | -1.22 | 3,464 | 6.32 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,621 | 73 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 33,485 | 197.17 | 1,517 | 219.83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,861,293 | -4.58 | 129,588 | 2.70 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 20,005 | -13.45 | 905 | -6.70 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1,585 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 46,129 | -3.59 | 2,079 | 3.28 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 561 | 0.00 | 25 | 8.70 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 11,616 | 0.00 | 489 | 3.83 |
Other Listings
| MX:DEM |
