Statistik Asas
| Pemilik Institusi | 1251 total, 1251 long only, 0 short only, 0 long/short - change of 0.32% MRQ |
| Purata Peruntukan Portfolio | 0.9631 % - change of -3.79% MRQ |
| Saham Institusi (Panjang) | 409,251,180 (ex 13D/G) - change of 34.99MM shares 9.35% MRQ |
| Nilai Institusi (Panjang) | $ 31,152,089 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (US:BSV) telah 1251 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 409,251,180 saham. Pemegang saham terbesar termasuk Envestnet Asset Management Inc, Morgan Stanley, Mercer Global Advisors Inc /adv, Jpmorgan Chase & Co, Allworth Financial LP, Empower Advisory Group, LLC, Goldman Sachs Group Inc, Northern Trust Corp, Bank Of America Corp /de/, and LPL Financial LLC .
Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (ARCA:BSV) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 78.98 / share. Previously, on September 6, 2024, the share price was 78.53 / share. This represents an increase of 0.57% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
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Load All| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 20,432 | 4.60 | 1,603 | 4.91 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 23,818 | -5.28 | 1,874 | -4.78 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 17,650 | 16.67 | 1,389 | 17.23 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,994 | -0.71 | 472 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 65,509 | 5.25 | 5,156 | 5.81 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4,875 | 4.79 | 382 | 5.25 | ||||
| 2025-08-05 | 13F | MKP Capital Management, L.L.C. | 970,000 | 0.00 | 76,339 | 0.54 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 918,429 | 1,747.98 | 72,280 | 1,759.05 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 753 | 36.91 | 59 | 37.21 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 7,553 | 0.00 | 594 | 0.51 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7,582 | -9.36 | 597 | -8.87 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 4,875 | -3.08 | 384 | -2.54 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 6,304 | 23.00 | 496 | 23.69 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 212,784 | -9.91 | 16,746 | -9.42 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 5,623 | 0.00 | 443 | 0.45 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 6,175 | -2.06 | 486 | -1.62 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 11,175 | -1.09 | 879 | -0.57 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 847,680 | 4.23 | 66,712 | 4.79 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3,249 | 13.13 | 256 | 13.84 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 17,156 | -1.82 | 1,350 | -1.24 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 3,767 | -67.68 | 296 | -67.54 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 39 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4,523 | -29.59 | 356 | -29.28 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 6,723 | -54.20 | 527 | -53.97 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 2,911 | 229 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 78,320 | 1.67 | 6,164 | 2.21 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 157,488 | 1.02 | 12,379 | 1.48 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 600 | 47 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 3,209 | 0.98 | 253 | 1.61 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 2,993 | 236 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 453,153 | 9.01 | 35,663 | 9.59 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 44,576 | 9.18 | 3,508 | 9.76 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 44,449 | 4.38 | 3,498 | 4.95 | ||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 2,246 | 176 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 22,719 | 2.88 | 1,788 | 3.41 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 22,505 | -6.91 | 1,771 | -6.40 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 5,499 | 3.44 | 433 | 3.85 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 52,884 | 11.18 | 4,162 | 11.76 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,688 | 448 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16,550,215 | -0.02 | 1,302,502 | 0.52 | ||||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 841 | 1.94 | 66 | 3.13 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 5,785 | -52.45 | 455 | -52.21 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 351 | -25.48 | 28 | -25.00 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 198,275 | 3.34 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 80,142 | -5.15 | 6,307 | -4.63 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 175,698 | -5.52 | 13,827 | -5.01 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 7,596 | -7.98 | 1 | |||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 1,840 | 145 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 26 | -78.69 | 2 | -77.78 | ||||
| 2025-08-05 | 13F | Burney Co/ | 9,255 | -42.27 | 728 | -41.99 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 29,493 | -33.89 | 2,312 | -33.82 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 34,478 | -2.10 | 2,713 | -1.56 | ||||
| 2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 158,099 | -1.49 | 12,442 | -0.96 | ||||
| 2025-04-25 | 13F | Essex LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5,867 | -5.61 | 462 | -5.14 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 70,156 | 2.16 | 5,521 | 2.72 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 6,236 | 6.14 | 491 | 6.75 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 247 | 19 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1,369 | -18.95 | 108 | -18.94 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,060 | -32.18 | 83 | -31.97 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 7,018 | 552 | ||||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 77,305 | -5.77 | 6,084 | -5.28 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 178,103 | 35.23 | 14,017 | 35.96 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 188,180 | -12.80 | 14,810 | -12.33 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 13,895 | 0.50 | 1,094 | 1.02 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3,632 | 286 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 9,314 | 122.61 | 733 | 124.16 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3,625 | -66.23 | 285 | -66.07 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 3,053 | 2.14 | 240 | 3.00 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 37,644 | 2.05 | 2,963 | 2.60 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12,892 | -0.77 | 1,015 | -0.29 | ||||
| 2025-08-12 | 13F | Bokf, Na | 26,031 | 46.64 | 2,049 | 47.44 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 206,203 | -12.64 | 16,228 | -12.17 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 3,457,109 | -1.90 | 272,074 | -1.37 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 2,598 | 204 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4,335 | 1.50 | 341 | 2.10 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 2,578 | 0.00 | 203 | 0.50 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 143 | 0.00 | 11 | 0.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 707,235 | -15.08 | 55,659 | -14.63 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 529,737 | -3.27 | 42 | -2.38 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 3 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 4,014 | 316 | ||||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 557 | -93.18 | 643 | 0.63 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 38,775 | 0.35 | 3,052 | 2.21 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 18,184 | 2.15 | 1,431 | 2.73 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 38,935 | 0.54 | 3,064 | 1.09 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 4,715 | 3.51 | 371 | 4.21 | ||||
| 2025-08-13 | 13F | MetLife Investment Management, LLC | 2,336,000 | 5.89 | 183,843 | 6.46 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 13,252 | 41.84 | 1,043 | 42.54 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 6,664 | 0.00 | 524 | 0.58 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 18,013 | 1,418 | ||||||
| 2025-08-04 | 13F | REDW Wealth LLC | 159,933 | 2.78 | 12,587 | 3.33 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1,050 | 30.76 | 83 | 32.26 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 7,616 | 599 | ||||||
| 2025-08-07 | 13F | Davis R M Inc | 4,500 | -1.10 | 354 | -0.56 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 708 | 56 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 242,492 | -1.16 | 19,084 | -0.63 | ||||
| 2025-05-09 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 5,114 | 0.95 | 402 | 1.52 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 3,426 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 616 | 48 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 3,677 | -9.03 | 289 | -8.54 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 215,780 | 0.32 | 16,982 | 0.86 | ||||
| 2025-08-13 | 13F | Todd Asset Management Llc | 5,192 | 0.00 | 409 | 0.49 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 215,909 | 8.18 | 16,992 | 8.76 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 52,523 | -4.31 | 4,134 | -3.79 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 32,836 | 0.02 | 2,584 | 0.58 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 7,532 | 0.00 | 590 | 0.34 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 6,426 | 506 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 31,746 | -7.01 | 2,498 | -6.51 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 173,003 | 1.32 | 13,615 | 1.86 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 2,902 | 10.93 | 228 | 11.76 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 330,410 | 5.59 | 26 | 8.33 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 188,139 | 4.75 | 14,807 | 5.31 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19,317 | 2.09 | 1,520 | 2.63 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 633,989 | 419.33 | 49,895 | 422.12 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 67,268 | 10.47 | 5,294 | 11.08 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 5,055 | -0.51 | 398 | 0.00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2,737 | 3.09 | 215 | 3.86 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 92,494 | -5.90 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 25,259 | 8.82 | 1,988 | 9.42 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 9,994 | 0.00 | 787 | 0.51 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 60,670 | -7.54 | 4,775 | -7.05 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 5,645 | -11.16 | 442 | -11.27 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 1,694 | 0.00 | 133 | 0.76 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 169,721 | -1.62 | 13,357 | -1.10 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 97,909 | 0.43 | 7,705 | 0.97 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,165 | -20.04 | 92 | -20.18 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 88,805 | -56.06 | 6,989 | -55.83 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 25,633 | 0.60 | 2,017 | 1.15 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 109 | 0 | ||||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 29,991 | -5.11 | 2,360 | -4.61 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 754,404 | -0.72 | 59,372 | -0.19 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 44,195 | 3.23 | 3,478 | 3.79 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1,586 | 39,550.00 | 125 | 463.64 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 157,322 | -1.11 | 12,381 | -0.57 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 7,638 | 5.41 | 601 | 5.81 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 9,300 | 1.09 | 732 | 1.53 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,311,017 | -6.82 | 339,277 | -6.32 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 3,980 | -0.05 | 313 | 0.64 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 68,179 | -3.23 | 5,366 | -2.70 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 551 | 43 | ||||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 7,063 | 556 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 201,586 | 0.00 | 15,865 | 0.53 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3,682 | 290 | ||||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Cumberland Partners Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 1,604 | -11.38 | 126 | -10.64 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 17,965 | -4.11 | 1,408 | -4.02 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 2,728 | 0.00 | 215 | 0.47 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 826,927 | 1.83 | 65 | 3.17 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 89,043 | 6.60 | 7,008 | 7.17 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 45,460 | 0.61 | 3,578 | 1.13 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4,921 | -1.09 | 387 | -0.51 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 51,419 | -7.71 | 4,047 | -7.22 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 10,282 | -6.65 | 809 | -6.15 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 146,615 | 4.11 | 11,539 | 4.67 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 25,829 | 3.53 | 2,033 | 4.05 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 20 | 2 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1,350 | 0.00 | 106 | 0.95 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1,292 | 0.00 | 102 | 0.00 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 36,709 | 16.45 | 2,889 | 17.11 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 19,872 | -5.10 | 1,564 | -4.64 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 6,065 | -4.56 | 477 | -4.02 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 88,630 | 0.00 | 6,975 | 0.55 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 74 | 0.00 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 12,181 | 0.00 | 959 | 0.52 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 165 | 1.23 | 13 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 898,178 | 6.19 | 70,687 | 6.77 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2,711 | -13.55 | 213 | -13.06 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,860 | 0.00 | 304 | 0.33 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 14,284 | 1 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 33,887 | -11.10 | 2,667 | -10.66 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 116,905 | -9.51 | 9,200 | -9.03 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,928,304 | 79.46 | 448,360 | 73.38 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 926 | 0.87 | 73 | 1.41 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 4,154 | 327 | ||||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 6,435 | 0.00 | 506 | 0.60 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 103,739 | -0.75 | 8,164 | -0.21 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14,378 | -46.88 | 1,127 | -46.81 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 37,830 | -20.47 | 3 | -33.33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 435,969 | -3.77 | 34,311 | -3.26 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 2,845 | 0.00 | 224 | 0.45 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 6,861 | -4.55 | 540 | -4.09 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 14,734 | 3.97 | 1,160 | 4.51 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 4,600 | 0.00 | 362 | 0.56 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 171,356 | 0.11 | 13,486 | 0.64 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Brookmont Capital Management | 9,007 | 0.07 | 709 | 0.57 | ||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 6,055 | -4.86 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 492 | 0.00 | 39 | 0.00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 8,947 | 0.00 | 704 | 0.57 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1,880 | 148 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 50 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2,582 | 2.62 | 203 | 3.57 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 9,825 | -5.37 | 759 | -6.65 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 16,995 | 83.19 | 1,338 | 84.16 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 42,391 | 0.78 | 3,336 | 1.34 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 166,762 | 12.01 | 13,124 | 12.61 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,776,660 | 2.10 | 139,823 | 2.64 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 2,584 | 0.00 | 203 | 0.50 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4,201 | 38.65 | 330 | 39.83 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 44,750 | -9.53 | 3,522 | -9.04 | ||||
| 2025-08-12 | 13F | Camden National Bank | 4,023 | -2.43 | 317 | -1.86 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 71,550 | -0.82 | 5,631 | -0.30 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 487 | 90.23 | 38 | 90.00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 17,720 | 164.12 | 1,395 | 165.52 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4,600 | 362 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3,798 | 299 | ||||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 19,486 | -3.44 | 1,534 | -2.91 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 24,929 | -17.07 | 1,962 | -16.66 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 11,634 | -1.71 | 916 | -1.19 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 17,468 | -5.73 | 1,375 | -5.24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,121,749 | 12.41 | 87,662 | 11.88 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 6,719 | -2.81 | 529 | -2.40 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 3,277 | -2.79 | 258 | -2.28 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4,871 | -1.22 | 383 | -0.78 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 81,574 | -24.83 | 6,420 | -24.44 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 14,190 | -20.95 | 1,117 | -20.57 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 822 | 0.00 | 65 | 0.00 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 5,658 | 34.36 | 445 | 35.26 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 67,918 | -13.06 | 5,345 | 88,983.33 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 13,410 | 1.04 | 1,055 | 1.64 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 82,616 | 2.17 | 6,502 | 2.72 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 6,723 | -51.34 | 1 | -100.00 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 3,408 | -96.20 | 268 | -96.18 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 16,025 | 18.15 | 1,261 | 18.85 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 10,363 | -7.46 | 816 | -6.96 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 17,772 | 0.00 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 7,940 | 0.00 | 625 | 0.48 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 54,425 | -0.53 | 4,273 | 0.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,389 | 0.00 | 109 | 0.93 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,936 | 0.05 | 310 | 0.65 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 25,029 | -25.48 | 1,970 | -25.10 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 109,650 | -35.01 | 8,629 | -34.66 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 237 | 0.00 | 19 | 0.00 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 132,857 | 13.50 | 10,456 | 14.11 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 4,461 | 0.95 | 351 | 1.74 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 1,704 | 0.53 | 134 | 1.52 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 82,103 | 67.10 | 6,424 | 67.35 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 53 | -74.40 | 4 | -75.00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 51,725 | 17.31 | 4,049 | 21.74 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 15,586 | -13.11 | 1,227 | -12.68 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,229 | 2.67 | 97 | 3.23 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 85,755 | 3.71 | 6,749 | 4.25 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 152 | -24.00 | 12 | -26.67 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 655 | 0.00 | 52 | 0.00 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 57,250 | 0.88 | 4,506 | 1.42 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 32,864 | 28.06 | 2,586 | 28.78 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2,551 | 201 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 15,900 | -9.62 | 1,251 | -9.15 | ||||
| 2025-08-14 | 13F | Man Group plc | 139,943 | -11.78 | 11,014 | -11.31 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5,583 | 2.95 | 439 | 3.54 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 194,290 | -1.20 | 15,291 | -0.67 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 160,843 | 3.92 | 12,658 | 4.48 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 28,568 | -7.29 | 2,248 | -6.80 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 85,215 | 0.01 | 6,671 | 1.32 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 271,146 | 49.36 | 21 | 50.00 | ||||
| 2025-07-18 | 13F | United Bank | 11,034 | 0.00 | 868 | 0.58 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 35,826 | 0.45 | 2,820 | 1.00 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 4,081 | 4.21 | 321 | 4.90 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,658 | -40.68 | 209 | -40.29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 182,313 | 3.37 | 14,348 | 3.93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 375,726 | 20.67 | 29,412 | 22.25 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,622 | -60.51 | 442 | -60.32 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 108,282 | 23.33 | 8,522 | 24.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,196 | -31.15 | 252 | -30.85 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 30,032 | -0.26 | 2,365 | 0.34 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3,048 | -0.49 | 240 | 0.00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 5,949 | 6.79 | 466 | 6.88 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 760 | 60 | ||||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 4,157 | -37.07 | 327 | -36.75 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1,825 | 0.00 | 141 | 1.44 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 552,759 | 9.64 | 43,502 | 10.23 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 153,399 | 5.00 | 12,073 | 5.56 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | K2 Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,621,727 | -4.53 | 126,819 | -4.33 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 4,653 | -13.91 | 366 | -13.48 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 648,142 | 7.72 | 51 | 8.51 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 28,167 | -4.23 | 2,212 | -3.79 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12,805 | 25.40 | 1,008 | 26.03 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 12,604 | 23.71 | 992 | 24.34 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 27,647 | -31.53 | 2,161 | -31.62 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 300 | 0.00 | 24 | 0.00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 14,421 | 1.20 | 1,135 | 1.70 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 7,124 | 15.41 | 561 | 16.42 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 2,235 | 28.82 | 176 | 29.63 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 5,310 | -17.80 | 418 | -17.43 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9,599 | -19.28 | 755 | -18.82 | ||||
| 2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 31,132 | 3.67 | 2,450 | 4.75 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 9,320 | 10.44 | 733 | 11.06 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,288,493 | 9.46 | 101,281 | 9.96 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 28,772 | 4.93 | 2,264 | 5.50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 103,952 | 1.53 | 8,181 | 2.08 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 18,117 | -1.31 | 1,426 | -0.77 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 39,426 | 1.50 | 3,103 | 2.04 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 65 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 136,734 | 10,761 | ||||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 3,637 | 10.21 | 286 | 10.85 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 95,383 | -2.23 | 7,507 | -1.70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 65,989 | 5.47 | 5,193 | 6.04 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 8,416 | -23.84 | 662 | -23.47 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 267,000 | 2.77 | 21,013 | 3.32 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,837 | -26.08 | 223 | -25.75 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 26 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 24,413 | -8.73 | 1,911 | -8.13 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 26 | 2 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 20,047 | 5.62 | 1,578 | 6.20 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 33,526 | 8.57 | 2,638 | 9.14 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 9,996 | 0.00 | 787 | 0.51 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 201,675 | 1.69 | 15,872 | 2.24 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8,606 | -8.65 | 677 | -8.14 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 2,812 | 0.00 | 221 | 0.45 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 6,852 | 4.12 | 539 | 4.66 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4,247 | -8.41 | 334 | -7.73 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 10,929 | -7.45 | 860 | -6.93 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9,402 | -4.57 | 740 | -4.15 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 278,231 | 32.54 | 21,728 | 32.22 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 245,438 | -0.22 | 19,316 | 0.32 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7,226 | 5.63 | 569 | 6.17 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 4,952 | 0.00 | 390 | 0.52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,747,834 | 7.07 | 531,054 | 7.64 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 161 | 13 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 3,800 | 0.00 | 299 | 0.67 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 12,748 | -31.81 | 1,003 | -31.44 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 190 | 0.00 | 15 | 0.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 33,997 | -25.85 | 3 | -33.33 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 7,577 | -0.08 | 596 | 0.51 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 10,655 | -1.62 | 839 | -1.06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 37,597,584 | 151.93 | 2,958,930 | 153.28 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,890 | 306 | ||||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 10,560 | 0.00 | 831 | 0.61 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15,722 | 11.42 | 1,237 | 12.05 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 17,113 | -3.05 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 3,087 | 0.95 | 243 | 1.26 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4,509 | 355 | ||||||
| 2025-07-14 | 13F | BetterWealth, LLC | 245,236 | 7.00 | 19,300 | 7.57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 282,197 | 4.32 | 22,209 | 4.87 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 135,563 | -4.68 | 10,669 | -4.17 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 76,275 | 0.96 | 6,003 | 1.49 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 20,325 | 0.00 | 1,591 | 1.34 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 391,744 | -0.07 | 30,830 | 0.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,915,109 | -6.00 | 386,819 | -5.49 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6,287 | -2.03 | 495 | -1.59 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 31,101 | -1.65 | 2,448 | -1.13 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,519 | -33.67 | 277 | -33.49 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 101,239 | 13.16 | 7,968 | 13.77 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 340,227 | 3.42 | 26,776 | 3.97 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 2,908 | 0.97 | 229 | 1.33 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 233,383 | 0.19 | 18,367 | 0.73 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 4,169 | -3.34 | 328 | -2.67 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 12,458 | -2.51 | 980 | -0.71 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 191,992 | 6.45 | 15,110 | 7.02 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 35,972 | 5.90 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 51,475 | -8.65 | 4,051 | -8.16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3,547 | -0.56 | 279 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38,156 | 65.33 | 3,003 | 66.22 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 3,133 | -0.67 | 245 | -0.41 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 102,903 | -3.99 | 8,099 | -3.48 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 5,911 | -95.74 | 465 | -95.72 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 179 | 0.00 | 14 | 0.00 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 4,269 | 27.55 | 336 | 28.35 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 540,412 | -2.84 | 43 | -2.33 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,634 | 0.00 | 129 | 0.79 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 21,738 | 6.12 | 1,711 | 6.67 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 706,900 | -44.95 | 55,633 | -44.65 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3,095 | 4.49 | 244 | 5.19 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 37,138 | -0.91 | 2,910 | -0.58 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 3,528 | -73.10 | 278 | -72.66 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 165,659 | 14.34 | 13,037 | 14.95 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 4,467 | -2.91 | 352 | -2.50 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 22,558 | 14.51 | 1,775 | 15.11 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3,784 | 4.79 | 296 | 4.96 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 76,274 | -3.11 | 6,003 | -2.60 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 598,569 | 35.49 | 47,107 | 36.21 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 | -82.79 | 2 | -88.89 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6,723 | -12.01 | 529 | -11.71 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 50,585 | -3.34 | 3,981 | -2.81 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 28,824 | 0.86 | 2,268 | 1.39 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 10,158 | -29.25 | 799 | -28.85 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 765 | 0.00 | 60 | 1.69 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4,194 | 17.84 | 330 | 18.71 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 3,689 | 0.00 | 290 | 0.69 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 42,166 | -13.50 | 3,318 | -13.05 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 723 | 0.00 | 57 | 0.00 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 9,963 | -7.42 | 784 | -6.89 | ||||
| 2025-07-11 | 13F | Bell Bank | 14,538 | 1,144 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 141,716 | 3.42 | 11,153 | 3.98 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 9,778 | 3.50 | 770 | 4.48 | ||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 74,530 | -4.76 | 5,840 | -4.45 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 415,788 | 18.44 | 32,722 | 19.07 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 31,852 | -3.42 | 2,507 | -2.91 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 100,955 | 0.99 | 7,945 | 1.55 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 14,026 | 0.19 | 1,104 | 0.73 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 470 | 1.08 | 37 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 238,225 | 865.61 | 18,748 | 870.90 | ||||
| 2025-07-15 | 13F | Hall Laurie J Trustee | 14,267 | 0.00 | 1,123 | 0.54 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 9,668 | 761 | ||||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 28,927 | 1.97 | 2,277 | 2.52 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 65,924 | 9.27 | 5,188 | 9.87 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 14,754 | -1.67 | 1,161 | -1.11 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 86,892 | 0.00 | 6,802 | 0.00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 289 | 23 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 241,199 | -1.34 | 18,982 | -0.81 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8,700 | -0.58 | 685 | -0.15 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 5,648 | -33.53 | 443 | -33.03 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 45 | 4 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 150 | 12 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,174 | 8.10 | 801 | 8.70 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 71,224 | 16.93 | 5,605 | 17.55 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 5,245 | 0.00 | 413 | 0.49 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 384,604 | -2.85 | 30,268 | -2.32 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2,754 | 2.76 | 217 | 3.35 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 18,824 | -19.79 | 1,481 | -19.38 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6,485 | 8.37 | 510 | 8.97 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 61,992 | 2.31 | 4,879 | 2.87 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 19,988 | -12.49 | 1,573 | -11.98 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 792,001 | -0.68 | 62,330 | -0.14 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 9,116 | -4.55 | 717 | -4.02 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 13,196 | 9.28 | 1,039 | 9.84 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 63,065 | 21.06 | 4,963 | 21.73 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 3,579 | 0.00 | 282 | 0.36 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 528,638 | -0.52 | 41,361 | -0.57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 215,481 | 944.20 | 16,958 | 950.03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 64,303 | 5,061 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,609 | -2.94 | 756 | -2.33 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 191,156 | 1.82 | 15,044 | 2.37 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 12,249 | 5.97 | 964 | 6.64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 68,115 | 0.29 | 5,361 | 0.83 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 67,518 | -1.53 | 5,314 | -1.01 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2,638 | -89.87 | 208 | -89.84 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12,801 | 5.90 | 1,007 | 6.45 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10,956 | -12.48 | 863 | -12.03 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 309 | 24 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 150,794 | 5.15 | 11,867 | 5.72 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13,639 | -38.90 | 1,073 | -38.58 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 200 | -16.67 | 16 | -16.67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11,361 | -0.93 | 894 | -0.33 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 34,167 | 3.54 | 2,689 | 4.07 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 39 | 3 | ||||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 137,660 | 1.04 | 10,834 | 1.58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 304,067 | 7.31 | 23,930 | 8.12 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 413,497 | 4.97 | 32,542 | 5.53 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 488,355 | -5.71 | 38,434 | -5.21 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 392,738 | 4.53 | 30,909 | 5.09 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 5,811 | 0.02 | 457 | 0.66 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 635 | 0.00 | 50 | 13.95 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 68,868 | 2.97 | 5,420 | 3.51 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 10,563 | 0.02 | 831 | 0.61 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 997 | -22.05 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,604,203 | 2.77 | 204,951 | 3.32 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11,612 | -9.32 | 914 | -8.88 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 30,418 | 14.17 | 2,394 | 14.77 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4,004 | 54.83 | 315 | 56.72 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 10 | -58.33 | 1 | -100.00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3,291 | 2.81 | 259 | 3.60 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 8,664 | 0.00 | 682 | 0.44 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1,085 | 0.00 | 85 | 1.19 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 164,105 | 6.81 | 12,912 | 7.38 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4,419 | 2.22 | 348 | 2.66 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 266 | 21 | ||||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6,309 | -1.82 | 497 | -1.39 | ||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 7,618 | 0.00 | 600 | 0.50 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 508 | 0.00 | 40 | 0.00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1,890 | 0.00 | 0 | |||||
| 2025-04-08 | 13F | Verde Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 83,612 | -8.03 | 6,580 | -7.53 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,405 | 5.74 | 347 | 6.13 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 6,365 | -2.33 | 501 | -1.96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 862,306 | 0.71 | 67,863 | 1.25 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 600 | 0.00 | 47 | 2.17 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2,187 | -6.54 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2,651 | -0.75 | 208 | -0.96 | ||||
| 2025-05-15 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 190 | 0.00 | 15 | 0.00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 6,147 | -1.76 | 484 | -1.23 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 403,260 | 483.74 | 31,737 | 486.94 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 6,437 | 0.00 | 507 | 0.60 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 26,633 | 107.07 | 2,096 | 108.35 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 832 | 0.00 | 65 | 0.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 19,568 | 60.66 | 1,540 | 61.59 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 63,428 | 8.51 | 4,992 | 9.09 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 619 | -14.97 | 49 | -14.29 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 7,124 | -0.04 | 561 | 0.54 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 87,667 | 164.35 | 6,899 | 165.76 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 40,745 | -5.85 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 14,537 | 0.01 | 1,144 | 0.62 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 40,322 | 47.07 | 3,173 | 47.86 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 8,921 | 31.13 | 698 | 31.20 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 679,972 | 5.55 | 53,514 | 6.11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,899,521 | 3.99 | 149,492 | 4.55 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 12,135 | -0.82 | 955 | -0.21 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,661 | -10.73 | 209 | -10.30 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 30,694 | 0.00 | 2,416 | 0.54 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4,266 | 336 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3,090 | -18.06 | 243 | -17.63 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 12,653 | 20.20 | 996 | 20.75 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 5,362 | -2.88 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14,261 | 19.05 | 1,122 | 19.74 | ||||
| 2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 390 | -67.31 | 31 | -67.74 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3,550 | -32.06 | 279 | -30.77 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 4,136 | -31.32 | 325 | -31.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 19,678 | -8.38 | 1,549 | -7.91 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3,194 | 0.00 | 251 | 0.40 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 708 | 0 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 9,725 | -33.69 | 765 | -33.30 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 8,723 | 7.64 | 1 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2,560 | -10.55 | 201 | -10.27 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 340,102 | -5.80 | 26,766 | -5.30 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 48,781 | -0.39 | 3,839 | 0.16 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2,757 | -12.03 | 216 | -11.16 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 11,173 | 0.24 | 880 | 0.80 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 2,831 | -5.19 | 223 | -4.72 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 3,757 | -23.12 | 294 | -23.04 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 427 | 0.00 | 34 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 382,030 | -3.11 | 30,066 | -2.59 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 43,498 | -0.93 | 3,423 | -0.38 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 57,299 | 4,509 | ||||||
| 2025-08-11 | 13F | Seizert Capital Partners, Llc | 5,831 | 0.92 | 459 | 1.33 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8,491 | 2.80 | 668 | 3.41 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 3,388 | 0.00 | 267 | 0.38 | ||||
| 2025-07-16 | 13F | American National Bank | 152 | 0.00 | 12 | 0.00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 12,248 | 6.91 | 964 | 7.48 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 16,647 | -0.19 | 1,303 | 1.16 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 42,803 | 29.52 | 3,369 | 30.24 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 63,773 | -9.76 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Enstar Group LTD | 32,166 | 0.00 | 2,531 | 0.56 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13,483 | 114.49 | 1,061 | 118.76 | ||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 3,534 | 0.00 | 278 | 0.72 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2,669 | -86.25 | 210 | -86.18 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3,415 | 31.04 | 269 | 32.02 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 93 | 1.09 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28,155 | 5.33 | 2,216 | 5.88 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 9 | -85.00 | 1 | -100.00 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 20,941 | 12.45 | 1,648 | 13.11 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4,034 | -0.98 | 317 | -0.31 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 13,164 | -8.30 | 1,036 | -7.75 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 166 | 0.00 | 13 | 8.33 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2,898 | -3.98 | 228 | -3.39 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 45,260 | -77.47 | 3,566 | -76.84 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 717 | 0.00 | 56 | 0.00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 150 | -94.72 | 12 | -95.05 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 426 | 0.47 | 34 | 0.00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 880,583 | 5.80 | 69,302 | 6.36 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 20,999 | 1.41 | 1,653 | 1.98 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 46,979 | 16.74 | 3,697 | 17.37 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 21,264 | -10.80 | 1,673 | -10.34 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 190,176 | -12.55 | 14,967 | -12.08 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 12,913 | 0.02 | 1,011 | 1.30 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1,414,161 | 3.80 | 111,295 | 4.36 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5,461 | -66.67 | 428 | -66.61 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 27,455 | -8.59 | 2,161 | -8.12 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 10,103 | 19.43 | 795 | 20.09 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 58,247 | -1.34 | 4,584 | -0.80 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,102 | 32.70 | 165 | 33.33 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 25,455 | 22.59 | 2,003 | 23.26 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4,395 | -13.64 | 346 | -13.32 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1,408,807 | 4.33 | 110,873 | 4.89 | ||||
| 2025-05-06 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 3,370 | 0.00 | 265 | 0.76 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 33,655 | 26.82 | 2,649 | 27.49 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 2,628 | 0.34 | 207 | 0.49 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 8,874 | -13.92 | 698 | -13.51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 32,198,341 | 58.23 | 2,534,010 | 59.08 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 3,930 | -6.47 | 309 | -5.79 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,842 | 2.79 | 1,089 | 3.32 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,863 | -10.62 | 698 | -10.18 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 3,402 | 0.32 | 268 | 0.75 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 10,812 | 6.82 | 851 | 7.32 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 12,205 | -7.36 | 961 | -6.89 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 2,746 | 0.11 | 216 | 0.93 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 367,979 | -0.25 | 28,960 | 0.28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,468,753 | -11.27 | 587,791 | -10.79 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 704 | 55 | ||||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 58,010 | -0.25 | 4,565 | 0.29 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 116,781 | -49.80 | 9 | -50.00 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 67,978 | 26.93 | 5,327 | 27.32 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 22,874 | 1.48 | 1,791 | 2.81 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,117 | -0.33 | 639 | 0.16 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 218,136 | 20.91 | 17,167 | 21.56 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 36,445 | -4.86 | 2,868 | -4.34 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 358,884 | 5.09 | 28,208 | 5.58 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 3,187 | -12.68 | 249 | -12.63 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 96 | 0.00 | 8 | 0.00 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 3,559 | 0.00 | 280 | 0.72 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 5,128 | -38.58 | 404 | -38.28 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,812,600 | 60.23 | 142,652 | 61.09 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 38,685 | -1.94 | 3,045 | -1.42 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 4,379 | 0.18 | 345 | 0.58 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 29,034 | 0.96 | 2,285 | 1.47 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 434,542 | 46.58 | 34,198 | 47.37 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 3,545 | 279 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8,799 | -4.38 | 692 | -3.89 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3,418 | -2.37 | 269 | -1.82 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 5,055 | 0.00 | 398 | 0.51 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 2,460 | 0.00 | 194 | 0.52 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 3,041 | 0.03 | 239 | 0.84 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 6,023 | 0.10 | 474 | 0.64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 138,941 | -59.61 | 10,935 | -59.39 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 54,423 | 4,283 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 5,192 | 0.00 | 409 | 0.49 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 7,415 | 0.24 | 584 | 0.69 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 49,903 | -0.41 | 3,927 | 0.13 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 458 | 1,137.84 | 36 | 1,700.00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 2,547 | 200 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4,008 | -20.51 | 315 | -20.05 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9,102 | 0.73 | 716 | 1.27 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 21,573 | 21.49 | 1,698 | 22.09 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 181,869 | 45.49 | 14,313 | 46.27 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 59,893 | -32.40 | 4,714 | -32.04 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 45,404 | -1.12 | 3,573 | -0.58 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 112 | 0.00 | 9 | 0.00 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 3,472 | -6.74 | 271 | -6.87 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 32,668 | 3.86 | 2,571 | 4.39 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 72,595 | 5,713 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 54,578 | 7.43 | 4,295 | 8.02 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6,529 | -0.99 | 514 | -0.58 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Wealthquest Corp | 409,564 | 5.46 | 32,233 | 6.02 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 140,306 | 2.99 | 11,042 | 3.53 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 205 | 0.00 | 16 | 0.00 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 749,453 | 1.70 | 58,982 | 2.25 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 5,980 | 0.00 | 471 | 0.43 | ||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8,517 | 145.66 | 667 | 151.32 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 15,934 | 4.16 | 1,254 | 4.68 | ||||
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 921,258 | 2.63 | 72,503 | 3.19 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 34,907 | -10.53 | 3 | -33.33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 247 | 39.55 | 19 | 46.15 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 158,059 | -1.52 | 12,439 | -0.99 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 24,873 | -12.06 | 1,958 | -11.61 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 11,975 | 942 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 36,552 | 2,877 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 54,127 | -3.16 | 4,260 | -2.65 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 12,118 | 0.95 | 954 | 1.49 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 24,821 | -0.05 | 1,953 | 0.51 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 24,592 | -3.42 | 1,935 | -2.91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,313,056 | -3.07 | 103 | -2.83 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 75,414 | -18.96 | 5,935 | -18.52 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 53,156 | -1.65 | 4,183 | -1.11 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 9,429 | 36.67 | 742 | 37.41 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 53,812 | 8.32 | 4,235 | 10.34 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7,984 | -41.44 | 628 | -41.14 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 652 | 0.00 | 51 | 0.00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 15,687 | -3.93 | 1,228 | -2.70 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 111,159 | -65.29 | 8,710 | -64.29 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 20,083 | 57.80 | 1,531 | 61.33 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 336,178 | 0.03 | 26,457 | 0.57 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17,700 | 96.56 | 1,393 | 97.73 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 9,792 | 67.18 | 771 | 68.12 | ||||
| 2025-08-14 | 13F | Comerica Bank | 786,255 | 11.95 | 61,878 | 12.55 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21,515 | -1.99 | 1,687 | -1.86 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 791,653 | 33.24 | 62,303 | 33.96 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 15,692 | 7.78 | 1,235 | 8.34 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 3 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 53,310 | 0.00 | 4,195 | 0.53 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2,877 | -44.56 | 226 | -44.33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5,981 | -8.80 | 471 | -8.38 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 48,868 | -5.57 | 3,846 | -5.09 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 13,343 | 1.57 | 1,050 | 2.14 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2,251 | -63.18 | 177 | -62.97 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 18,599 | 3.14 | 1,464 | 3.69 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 3,651 | -0.54 | 287 | 0.00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 38,310 | -1.65 | 3,015 | -1.15 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 139,120 | 2.59 | 11 | 0.00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4,703 | -7.51 | 0 | |||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 7,907 | -1.92 | 622 | -1.43 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 3,380 | 0.00 | 266 | 0.76 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 42,054 | -13.10 | 3,310 | -12.65 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1,530 | 0.00 | 120 | 0.84 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 7,402 | 7.20 | 583 | 7.78 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4,323 | 0.00 | 340 | 0.59 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 578 | 45 | ||||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 29,406 | -16.81 | 2,314 | -16.37 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12,204 | -10.09 | 960 | -9.60 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 7,185 | -1.45 | 565 | -0.88 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1,107 | 0.00 | 87 | 1.16 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 2,710 | 213 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 97,842 | -9.27 | 7,700 | -8.78 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 6,510 | 0.00 | 512 | 0.59 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2,773 | -0.18 | 218 | 0.46 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 110 | 9 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 122,642 | -43.59 | 9,652 | -43.29 | ||||
| 2025-04-21 | 13F | Greenup Street Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24,543 | -17.38 | 1,932 | -16.95 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1,005,787 | -4.36 | 79 | -3.66 |
Other Listings
| MX:BSV |
