Statistik Asas
| Pemilik Institusi | 681 total, 681 long only, 0 short only, 0 long/short - change of 4.28% MRQ |
| Purata Peruntukan Portfolio | 0.9349 % - change of -7.56% MRQ |
| Saham Institusi (Panjang) | 622,084,155 (ex 13D/G) - change of 29.93MM shares 5.05% MRQ |
| Nilai Institusi (Panjang) | $ 15,083,373 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF (US:FNDX) telah 681 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 622,084,155 saham. Pemegang saham terbesar termasuk Charles Schwab Investment Management Inc, Captrust Financial Advisors, Boulay Financial Advisors, LLC, McAdam, LLC, Ameriprise Financial Inc, Signature Estate & Investment Advisors Llc, Envestnet Asset Management Inc, Steele Capital Management, Inc., Northwest Bancshares, Inc., and Morgan Stanley .
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF (ARCA:FNDX) 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 25.85 / share. Previously, on September 6, 2024, the share price was 22.80 / share. This represents an increase of 13.36% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 8,154 | 200 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4,860 | 0.00 | 119 | 4.39 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 75,277 | -35.71 | 1,847 | -33.18 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 52,827 | 1.58 | 1,296 | 5.62 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,067 | 0.44 | 51 | 4.17 | ||||
| 2025-05-28 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 17,679 | -2.83 | 417 | -3.02 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 10,216 | 251 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 221,351 | 0.93 | 5,432 | 4.91 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 32,467 | -28.63 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 550,528 | 1.51 | 13,510 | 5.51 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1,281 | 0.00 | 31 | 3.33 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 16,538 | -10.68 | 406 | -7.32 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 5,388 | 0.00 | 132 | 3.94 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 348 | 0.00 | 9 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 38,176 | 4.72 | 937 | 8.84 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3,786 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 92,317 | 16.00 | 2,265 | 20.54 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 186,558 | -9.59 | 4,578 | -6.02 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 110 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4,362 | 0.00 | 107 | 4.90 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 669,199 | 10.76 | 16,422 | 15.12 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 142,188 | -0.93 | 3,489 | 2.98 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 779,628 | -0.42 | 19,132 | 3.51 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 8,278 | 203 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 79,877 | 0.37 | 1,960 | 4.37 | ||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 108,119 | -3.02 | 2,653 | 0.80 | ||||
| 2025-05-08 | 13F | Goodman Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 104,358 | 233.25 | 2,561 | 246.41 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 247,027 | 43.80 | 6,062 | 49.49 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 29,093 | 34.25 | 714 | 39.53 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 327 | 0.00 | 8 | 14.29 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 39,649 | -34.09 | 973 | -31.55 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 26,442 | 0.00 | 649 | 3.85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,052,034 | -1.12 | 50,357 | 2.77 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 13,986 | -94.75 | 346 | -94.52 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 17,471 | 0.00 | 429 | 3.88 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 13,022 | 45.97 | 320 | 51.90 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 587,595 | -0.92 | 14 | 0.00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2,866,593 | 3.26 | 70,346 | 7.33 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 501 | 12 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 16,371 | -1.20 | 387 | 6.32 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2,049 | 0.00 | 50 | 4.17 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 168,377 | 6.99 | 4,132 | 11.20 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 44,014 | -20.81 | 1,080 | -17.68 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 144,253 | 1.62 | 3,540 | 5.61 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 5,841,416 | -0.02 | 143,348 | 3.92 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 50,524 | -4.08 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 8,994 | 0.00 | 221 | 3.77 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 27,600 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,832 | -3.81 | 143 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32,032 | 6.31 | 786 | 10.55 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 16,541 | 0.12 | 406 | 3.85 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 15,350 | 268.99 | 377 | 283.67 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 9,297 | 0.00 | 220 | -0.45 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 731,430 | 0.44 | 17,949 | 4.39 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8,268,173 | 2.26 | 202,901 | 6.29 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,550,283 | 8.12 | 38,168 | 19.31 | ||||
| 2025-04-22 | 13F | Masso Torrence Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 117 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 798 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 177,767 | 27.50 | 4,362 | 32.14 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 189,006 | -3.59 | 4,638 | 0.22 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 66,222 | -11.94 | 1,625 | -8.45 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 666 | -69.96 | 16 | -69.23 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 56 | 1 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 36,384 | 21.94 | 893 | 26.70 | ||||
| 2025-04-30 | 13F | Astra Wealth Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 130,166 | 1.27 | 3,194 | 5.27 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 453,479 | 20.33 | 11,128 | 25.08 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 142,967 | 8.79 | 3,508 | 13.09 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 351,256 | 198.18 | 9 | 300.00 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 181,770 | -59.48 | 4,461 | -57.89 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,524 | -51.15 | 86 | -49.41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,690,904 | 6.56 | 41,495 | 10.75 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 35,387 | -6.08 | 868 | -2.36 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 2,922 | 0 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 203,669 | 511.31 | 4,998 | 535.88 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 190,030 | 24.58 | 4,664 | 29.49 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 13,725 | 0.00 | 337 | 3.70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 62,177 | 70.68 | 2 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,815 | 0.44 | 45 | 4.76 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 21,748 | 0.61 | 534 | 4.51 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 1,406 | 0.43 | 34 | 3.03 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59,803 | -8.70 | 1,467 | -0.27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 174,624 | 14.78 | 4,285 | 19.29 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 25,367 | 0.00 | 623 | 4.01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11,952 | 7.48 | 293 | 11.83 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1,155 | 0.00 | 28 | 3.70 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 378,479 | 2.86 | 9,288 | 6.91 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 31,450 | -5.45 | 1 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 10,552 | 0.45 | 259 | 4.03 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,592,613 | 7.77 | 63,623 | 12.01 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,396,569 | 24,845.42 | 83,352 | 25,866.04 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 3,755,197 | 0.93 | 88,660 | 0.63 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 213 | 0.47 | 5 | 0.00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1,241,457 | -2.16 | 30,465 | 1.70 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 4,770 | 0.00 | 117 | 4.46 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8,693 | 0.00 | 213 | 3.90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3,435,332 | 21.20 | 84,303 | 25.98 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 8,604 | 0.00 | 211 | 3.94 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2,198 | 16.85 | 54 | 20.45 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 76,734 | -29.87 | 1,883 | -27.10 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 36,099 | -1.50 | 886 | 2.31 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 420 | 19.66 | 10 | 25.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 544,849 | -0.42 | 13,371 | 3.50 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 35,122 | -10.68 | 862 | -7.22 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3,314 | -73.81 | 81 | -72.82 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 8,535 | -22.66 | 209 | -19.62 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 21,485 | -1.06 | 531 | 6.00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2,130,599 | -0.49 | 52,285 | 3.43 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38,538 | 4.66 | 946 | 8.75 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 16,058 | -0.61 | 394 | 3.41 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 151,487 | 3,717 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 46,859 | 8.24 | 1,150 | 12.43 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 189,486 | 0.09 | 4,650 | 4.03 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 19,076 | 9,985 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 87,061 | 769.39 | 2,136 | 805.08 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 35,903 | 0.10 | 890 | 10.56 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 415,763 | 4.50 | 10,203 | 8.61 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19,839 | -77.59 | 487 | -76.75 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 24,972 | 613 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 55,762 | -2.29 | 1,368 | 1.56 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 24,760 | 0.44 | 608 | 4.30 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 24,076 | 0.44 | 591 | 4.42 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 20,659 | -48.44 | 515 | -41.86 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 29,139 | 45.82 | 715 | 51.80 | ||||
| 2025-07-24 | 13F | Allen Wealth Management, Llc | 955,540 | -0.81 | 23,449 | 3.09 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 13,158 | 0.00 | 323 | 3.87 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 55,615 | -1.80 | 1,365 | 2.02 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 29,169 | 0.36 | 716 | 4.23 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 24,540 | 69.01 | 602 | 76.02 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4,622 | 0.24 | 113 | 4.63 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20,557 | -5.18 | 504 | -1.37 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 31,833 | 0.00 | 781 | 3.72 | ||||
| 2025-05-28 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 268,190 | 0.00 | 6,332 | -0.30 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10,842 | 0.00 | 266 | 4.31 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 29,833 | 3.23 | 732 | 7.33 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11,545 | -40.70 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 173,319 | 12.47 | 4,253 | 21.86 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 584,927 | 8.10 | 14,354 | 12.36 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 75,171 | -67.50 | 1,845 | -66.23 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11,915 | 26.70 | 292 | 31.53 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 9,540 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 558,014 | -5.65 | 13,694 | -1.94 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 114,263 | 9.90 | 2,804 | 14.26 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 15 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 174,270 | 2.92 | 4,277 | 6.98 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 95,658 | 3.53 | 2,347 | 7.61 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 83,483 | 76.40 | 2,049 | 83.35 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8,984 | -0.60 | 220 | 3.29 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 74,082 | -68.72 | 1,818 | -67.51 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 230,749 | -12.67 | 5,663 | -9.23 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 594,851 | 0.74 | 14,598 | 4.71 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2,953,178 | 127.28 | 72,471 | 136.24 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 118,721 | 31.41 | 2,913 | 36.63 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 15,642 | 0.00 | 384 | 3.79 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 17,134 | 0.00 | 420 | 3.96 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 11,683 | 287 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 501,777 | 0.41 | 12,554 | 6.41 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 132,037 | 6.12 | 3,240 | 10.32 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 38,095 | 1,071.07 | 932 | 1,125.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 428 | 0.00 | 11 | 0.00 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 42,262 | -1.73 | 1,037 | 2.17 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10,575 | 0.00 | 260 | 4.02 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 5,562 | 92.52 | 136 | 100.00 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 618 | 0.00 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 26,277 | 645 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,696,823 | -1.11 | 42 | 2.50 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 20,124 | 6.59 | 494 | 10.79 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 16,131 | 396 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2,958 | 73 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9,117 | 224 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2,127 | 0.00 | 52 | 4.00 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 13,790 | 0.00 | 338 | 4.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 62,839 | -9.73 | 1,542 | -6.15 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 351,704 | -1.26 | 8,631 | 2.63 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 64,585 | 13.37 | 1,585 | 17.77 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 350,010 | 1,346,092.31 | 8,589 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 14,595 | 358 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 71,761 | 76.91 | 1,761 | 84.01 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 65,489 | 0.17 | 1,607 | 4.15 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 117 | 3 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 16,252 | -11.13 | 399 | -8.08 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 36,611 | 1.21 | 898 | 5.15 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 52,401 | 1.31 | 1,286 | 5.24 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 564,097 | 0.51 | 13,843 | 4.47 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 312 | 0.00 | 8 | 0.00 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 171 | 200.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 270 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,107,390 | 5.67 | 27,175 | 9.83 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 11,592 | 1.47 | 284 | 5.58 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 79,333 | -1.79 | 1,947 | 2.05 | ||||
| 2025-08-12 | 13F | Main Management LLC | 720 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 80,976 | 22.05 | 1,987 | 26.88 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 4,621,221 | 1.64 | 113,405 | 5.64 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 476,707 | 12.11 | 11,698 | 16.53 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 13,258 | 0.44 | 325 | 4.50 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10,098 | -0.30 | 248 | 3.35 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 6,801 | 26.58 | 167 | 31.75 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 130,413 | 0.70 | 3,200 | 4.68 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 655,010 | 2.36 | 16,074 | 6.39 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 14,406 | 354 | ||||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 826,453 | -3.84 | 20,281 | -0.05 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 300 | -13.04 | 7 | -12.50 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 68,602 | 8.24 | 1,683 | 12.50 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 64,175 | -0.39 | 1,575 | 3.48 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 27,365 | 2.04 | 672 | 6.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 121,241 | -1.82 | 2,975 | 2.06 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3,234 | 0.00 | 79 | 3.95 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1,014 | 25 | ||||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 332,250 | 0.12 | 8,153 | 4.06 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 78,125 | -3.91 | 1,917 | -0.10 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 36,225 | -1.39 | 889 | 2.42 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 74,925 | -19.52 | 1,839 | -5.26 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 14,346 | 0.41 | 352 | 4.45 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 621 | 0.00 | 15 | 7.14 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 285 | 0.00 | 7 | 0.00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 67,716 | -2.35 | 1,662 | 1.47 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 537 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 64,360 | -0.27 | 1,579 | 3.68 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 219,075 | 12.41 | 5,382 | 16.97 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 794 | 0.38 | 19 | 5.56 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 26,919 | 2.45 | 661 | 6.45 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,684 | -49.15 | 90 | -47.37 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 6,785 | 59.27 | 167 | 66.00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 33,648 | 0.00 | 826 | 3.90 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 14,939 | 0.00 | 367 | 3.98 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2,619,006 | 2.85 | 64,270 | 6.91 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14,749 | 18.57 | 362 | 22.79 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 24,801 | 26.95 | 609 | 33.33 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 793,306 | 6.37 | 19,468 | 10.56 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 81,895 | -58.76 | 2,010 | -57.15 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 11,435 | 0.40 | 281 | 4.48 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2,370 | 0.08 | 58 | 5.45 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 126 | 3 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 414,454 | 14.43 | 10,171 | 18.93 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 28,219 | 692 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 967,375 | 36.15 | 23,740 | 41.51 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 124,028 | 9.11 | 3,044 | 13.42 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 90,342 | 28.40 | 2,133 | 27.97 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 592,575 | 16.05 | 14,542 | 20.62 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5,325 | 0.00 | 126 | -0.79 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 8,541 | 210 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 1,544 | -40.29 | 38 | -39.34 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2,979 | -50.00 | 73 | -47.86 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 52,522 | 0.13 | 1,324 | 9.88 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 38,848 | 953 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 121,808 | 5.67 | 2,989 | 9.85 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 8,534 | 2.77 | 201 | -0.99 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 982,252 | -0.27 | 24,104 | 3.66 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 12,141 | 0.00 | 298 | 3.85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 34,153 | 14.52 | 838 | 19.03 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 253,826 | -6.63 | 6,229 | -2.96 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 20,508 | 503 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 2,391 | 59 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 17,160 | -76.24 | 426 | -73.60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61,357 | 1,506 | ||||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 12,729 | 15.46 | 312 | 20.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11,510 | 0.00 | 282 | 4.06 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 490 | 600.00 | 12 | -87.21 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 316,117 | 22.17 | 7,729 | 27.77 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 407,740 | 4.06 | 10,006 | 8.16 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 9,126 | 0.00 | 224 | 3.72 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 10,540 | 259 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,500 | 0.54 | 37 | 2.86 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 403,514 | 2.04 | 9,902 | 6.06 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 53,068 | 0.44 | 1,302 | 4.41 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 822 | 0.00 | 20 | 5.26 | ||||
| 2025-07-29 | 13F | Parthenon Llc | 9,762 | 0.00 | 240 | 3.91 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 74,893 | 1,838 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 2,021 | 0.00 | 50 | 4.26 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 351,269 | -3.36 | 8,620 | 0.45 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 1,302 | -25.04 | 32 | -24.39 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 124,189 | 10.10 | 3,048 | 14.42 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 21,404 | 14.00 | 525 | 18.51 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 9,120 | 0.00 | 224 | 3.72 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 62,162 | -6.40 | 1,525 | -2.74 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,966 | -70.22 | 48 | -69.03 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 78 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26,001 | -10.31 | 1 | |||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 356,328 | -1.48 | 8,744 | 2.40 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 327,963 | -4.65 | 8,048 | -0.90 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 4,159 | 0.00 | 102 | 4.08 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1,059,490 | -3.91 | 26,000 | -0.13 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 34,805 | 4.26 | 854 | 8.38 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 12 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26,349 | 12.75 | 647 | 17.24 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 10,228 | 251 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 582 | -87.07 | 14 | -86.79 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 101,947 | 1.62 | 2,502 | 5.62 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 45,298 | 1.47 | 1,112 | 5.41 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 95,502 | -57.26 | 2,344 | -55.59 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 480,087 | -0.08 | 11,781 | 3.85 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 574,387 | 664.54 | 14,095 | 694.98 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 90,467 | -0.81 | 2,220 | 3.11 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,346 | 0.00 | 33 | 6.45 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 407,571 | 41.19 | 10 | 66.67 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 17 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 31,407 | -10.04 | 771 | -6.55 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 31,692 | 0.44 | 778 | 4.44 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13,141 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 62,929 | 0.00 | 1,544 | 3.97 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 27,036 | 14.78 | 663 | 19.24 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 12,991 | -8.39 | 319 | -4.79 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2,112 | 52 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 93 | 0.00 | 2 | 0.00 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,184 | -92.94 | 127 | -92.67 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 129,836 | -1.67 | 3,186 | 2.21 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 12,025 | 0.00 | 295 | 4.24 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 10,872 | 267 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42,294 | 1.37 | 1,054 | 14.46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 691,363 | 137.81 | 16,966 | 146.46 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 23,509 | -37.13 | 577 | -34.69 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 67,485 | -5.43 | 1,656 | -1.66 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 22,813 | 45.07 | 560 | 50.67 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 63,933 | 6,796.76 | 1,569 | 8.59 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,139 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28,093 | 0.53 | 689 | 4.55 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 106 | -15.87 | ||||||
| 2025-07-11 | 13F | UMA Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 645 | 0.00 | 0 | |||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 591 | 0.00 | 15 | 7.69 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 23,156 | 0.00 | 568 | 4.03 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 8,382 | 206 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6,394,055 | 67.90 | 156,910 | 74.52 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 23,785 | 0.36 | 584 | 4.29 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 11,066 | 0.00 | 272 | 3.83 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 181,711 | 1,358.12 | 4,470 | 1,420.41 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 402,245,815 | 3.31 | 9,871,112 | 7.38 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,901 | 97.92 | 96 | 106.52 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 60,771 | -3.31 | 1,491 | 0.54 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 70,017 | 0.00 | 1,718 | 6.84 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,607 | -24.46 | 113 | -21.13 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 1,414 | 0.43 | 35 | 3.03 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 763,834 | -0.56 | 18,744 | 3.36 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 91,894 | 0.43 | 2,255 | 4.40 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 108,365 | 0.24 | 2,659 | 4.19 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 490 | 133.33 | 12 | 200.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,390 | 148.70 | 59 | 163.64 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 78 | 2 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21,828 | 22.62 | 536 | 27.38 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13,126 | -36.68 | 322 | -34.15 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1,241,457 | -2.16 | 30,465 | 1.70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,049,148 | 8.60 | 50 | 13.64 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 44,832 | 1,100 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7,459 | 3,229.91 | 183 | 3,560.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 2,160 | 572.90 | 53 | 657.14 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 32,957 | -0.83 | 809 | 3.06 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 13,039 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 291,211 | 11.97 | 7,146 | 16.38 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 2,310 | -8.44 | 57 | -5.08 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 88,433 | 40.98 | 2,170 | 46.52 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 197,147 | 4.63 | 4,838 | 8.75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 115,871 | -1.00 | 2,843 | 2.90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 751,724 | -2.14 | 18,447 | 1.71 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 1,981,772 | -1.21 | 48,633 | 2.68 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 2,386 | 59 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 177,171 | -19.51 | 4 | -20.00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 41,631 | -1.13 | 1,022 | 2.72 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 23,695 | -0.90 | 581 | 3.01 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 759,395 | 1.33 | 18,636 | 5.32 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 26,530 | 0.64 | 651 | 4.66 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 20,737 | -6.53 | 509 | -2.87 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 159,276 | 7.56 | 3,909 | 12.88 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 20,787 | 0.00 | 510 | 4.08 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10,532 | 5.89 | 259 | 10.68 | ||||
| 2025-08-06 | 13F | Simmons Bank | 11,076 | 0.00 | 272 | 3.83 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 30,031 | 26.60 | 737 | 31.43 | ||||
| 2025-05-28 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 550,495 | 0.00 | 12,997 | -0.29 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 17,717 | -1.80 | 435 | 2.12 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 25,587 | 0.55 | 628 | 4.50 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 47,316 | -3.97 | 1,161 | -0.17 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 377,760 | -1.59 | 9,270 | 2.28 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 645 | 15 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 9,086 | -72.97 | 223 | -72.01 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 28,997 | 115.80 | 1 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 69,548 | 3.36 | 1,707 | 7.43 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 273,214 | 23.05 | 6,705 | 27.89 | ||||
| 2025-05-28 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 486,670 | 0.00 | 11,490 | -0.30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 593,818 | -12.45 | 14,573 | -9.00 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 38,886 | -3.63 | 954 | 0.21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 59,128 | -0.69 | 1,451 | 3.27 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 10,738 | 8.67 | 264 | 12.88 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 49,704 | 0.00 | 1,220 | 3.92 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 195,631 | 5.89 | 4,801 | 10.04 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 300 | 0.00 | 7 | 0.00 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 189 | 0.00 | 5 | 0.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 170,447 | 2.29 | 4,183 | 6.30 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 23,295 | 572 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 88 | 1.15 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 86,083 | -3.67 | 2,112 | 0.14 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 17,017 | -4.33 | 418 | -0.48 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16,304,295 | 4.97 | 400,106 | 9.10 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 849 | 21 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 21,630 | 0.06 | 531 | 3.92 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 23,787 | 0.00 | 584 | 3.92 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 858,364 | 3.74 | 21,382 | 16.30 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 77,951 | 37.31 | 1,913 | 42.69 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 50,504 | 1,239 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 238 | 0.00 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15,589 | -5.15 | 383 | -0.52 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 8,982 | 0.00 | 220 | 3.77 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 55,156 | -2.66 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 95,830 | -1.25 | 2,352 | 2.62 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 17,910 | 0.00 | 440 | 4.03 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4,807 | 118 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 638,802 | 29.33 | 15,676 | 34.42 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 22,120 | -9.43 | 543 | -6.23 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 489 | 0.00 | 12 | 9.09 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 9,794 | 0.00 | 240 | 3.90 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 790 | 0.00 | 19 | 5.56 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 79,827 | 0.00 | 1,959 | 3.93 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 26,039 | -0.18 | 639 | 3.74 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,518 | -17.60 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 107,688 | 5.69 | 2,643 | 9.85 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,828 | 266 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 289,320 | 0.26 | 7,100 | 4.20 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 145,897 | 36.20 | 4 | 50.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 138,500 | 22.63 | 3,399 | 27.46 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 283,545 | -10.94 | 6,958 | -7.42 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 60,505 | 6.77 | 1,485 | 10.91 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 3,490,978 | 120.62 | 85,669 | 129.30 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 486,793 | 8.33 | 11,946 | 12.59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 455,788 | 29.97 | 11,185 | 35.10 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 51,264 | 0.00 | 1,210 | -0.25 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 18,304 | 0.38 | 449 | 4.42 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 106,079 | -17.94 | 2,654 | -4.74 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2,100 | 0.00 | 52 | 4.08 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 19,552 | 15.23 | 480 | 19.75 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 123,610 | 6.73 | 3,033 | 10.94 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Moller Financial Services | 873,902 | 7.71 | 21,446 | 11.96 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 72 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23,252 | 0.00 | 571 | 4.01 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 116 | 0.00 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 10,114 | -96.45 | 248 | -96.31 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7,821,721 | 5.45 | 191,945 | 9.61 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 56,929 | 7.10 | 1,397 | 11.40 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 56,984 | -2.09 | 1,398 | 1.75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 47,028 | -58.40 | 1,154 | -56.76 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5,832 | 0.00 | 143 | 4.38 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 43,078 | 1,057 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 159,358 | 3.23 | 3,911 | 8.34 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 144 | 1.41 | 4 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 32,045 | -53.41 | 786 | -51.66 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 16,680 | 2.89 | 409 | 7.07 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 62,541 | -49.16 | 1,535 | -47.18 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 17,293 | -23.62 | 424 | -20.60 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 36,067 | 16.68 | 885 | 21.40 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 8,295 | 204 | ||||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 38,161 | 32.90 | 936 | 38.26 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 21,625 | 531 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 3,885 | 0.00 | 95 | 4.40 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 25,314 | 49.81 | 621 | 56.03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6,312 | 155 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 267,366 | -18.53 | 6,561 | -15.32 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 8,217 | 202 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1,321,791 | 4.85 | 32,437 | 8.97 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 50,431 | 0.03 | 1,238 | 3.95 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 5,095 | -66.46 | 125 | -65.08 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 2,334,201 | 2.36 | 57,281 | 6.40 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7,584 | 0.00 | 186 | 3.91 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 18,689 | -13.00 | 459 | -9.66 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13,713 | -1.29 | 337 | 2.75 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 13,488 | 0.22 | 331 | 4.10 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 85,158 | 33.84 | 2,090 | 39.08 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 87 | 1.16 | 2 | 0.00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 9,254 | 227 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 6,898 | 51.14 | 0 | |||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 417,958 | -5.19 | 10,257 | -1.46 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 1,575,697 | 9.33 | 38,668 | 13.63 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 59,391 | 0.00 | 1,457 | 3.92 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 13,980 | 0.00 | 347 | 4.85 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 90,206 | 6.20 | 2,229 | 11.17 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 14,340 | -33.48 | 352 | -30.91 | ||||
| 2025-07-29 | 13F | Creekside Partners | 11,202 | 0.00 | 275 | 3.79 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 762,115 | 6.00 | 18,702 | 10.17 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 23,351 | 40.35 | 573 | 46.17 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 209,862 | 58.47 | 5,150 | 64.75 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 2,409,524 | -3.31 | 59,130 | 0.50 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3,360 | 0.00 | 82 | 3.80 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 8,538,518 | 36.15 | 195,005 | 39.22 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10,425 | 10.90 | 256 | 15.38 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 9,984 | 245 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 288,425 | 1.20 | 7,078 | 5.17 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 969 | 0.00 | 24 | 4.55 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 27,268 | 3.30 | 669 | 7.38 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 30,792 | -0.75 | 756 | 3.14 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 7,935 | -10.58 | 195 | -7.18 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1,226,154 | -0.61 | 30,090 | 3.30 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8,789 | 216 | ||||||
| 2025-08-07 | 13F | HC Advisors, LLC | 8,304 | 204 | ||||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 74,027 | 0.01 | 1,817 | 3.95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,723,317 | 3.69 | 115,910 | 7.78 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 13,056 | 0.00 | 320 | 3.90 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 17,303 | 425 | ||||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 417,042 | -2.85 | 10,234 | 0.98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25,951 | -42.98 | 638 | -40.69 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 71,500 | 1,755 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 11,987 | 2.63 | 294 | 6.91 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15,631 | -15.45 | 384 | -12.16 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1,527 | 37 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 31,200 | 706 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 17,741 | 40.70 | 435 | 45.64 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,556 | -0.23 | 63 | 3.33 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15,489 | -17.30 | 380 | -14.03 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 21,241 | 3.08 | 521 | 7.20 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 59,675 | 16.06 | 1,464 | 20.69 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 2,289,684 | 5.20 | 56,189 | 9.35 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 13,644 | -4.54 | 914 | -5.19 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18,883 | 463 | ||||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 12,469 | 0.36 | 306 | 4.10 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 31,520 | 774 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 417 | 0.48 | 10 | 11.11 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 223,627 | -13.16 | 5,488 | -9.74 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 82,434 | -2.04 | 2 | 100.00 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 85,068 | 38.03 | 2,088 | 43.04 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 1,041 | 0.00 | 26 | 4.17 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 699 | 0.00 | 17 | 6.25 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,140 | 249 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 65,039 | 10.16 | 1,596 | 14.57 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 467,924 | -2.43 | 11,483 | 1.41 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 9,748 | 239 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 133,905 | 1.05 | 3,286 | 5.05 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 267 | 7 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 434,117 | 6.32 | 10,653 | 10.51 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 9,405 | 0.00 | 231 | 3.60 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 190,275 | -1.19 | 4,669 | 2.71 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 177,759 | 0.37 | 4,362 | 4.33 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 11,295 | 0.00 | 277 | 4.14 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 658,466 | -0.09 | 16,159 | 3.84 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 363,166 | 19.46 | 8,912 | 24.17 | ||||
| 2025-09-03 | 13F | American Trust | 479,917 | 11,777 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 92,040 | 13.95 | 2,259 | 18.41 | ||||
| 2025-05-09 | 13F | Gill Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 11,162 | -41.62 | 274 | -39.47 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 911 | -51.49 | 22 | -50.00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 23,514 | 15.15 | 577 | 19.50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 50,496 | -17.15 | 1,239 | -13.84 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 4,062 | 0.00 | 100 | 4.21 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 14,519 | -1.05 | 356 | 2.89 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 90,875 | 1.97 | 2,230 | 5.99 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 90,929 | 4.60 | 2,231 | 8.72 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 584 | -90.22 | 14 | -90.00 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 15,753 | -1.70 | 387 | 2.12 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 58,069 | 11.27 | 1,425 | 15.67 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 11,178 | 0.00 | 274 | 4.18 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 795 | 0.00 | 20 | 5.56 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 20,031 | 24.49 | 492 | 29.55 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 132,018 | -3.04 | 3,240 | 0.78 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 85,987 | 0.73 | 2,110 | 4.71 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 30,950 | 0.01 | 760 | 3.97 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8,847 | 217 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 164,930 | -8.64 | 4,047 | -5.04 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 8,855 | -7.46 | 217 | -3.56 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 4,932 | -0.06 | 121 | 4.31 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 28,057 | 2.72 | 689 | 6.83 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 373,221 | -40.32 | 9,159 | -37.97 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17,820 | 437 | ||||||
| 2025-05-28 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 62,612 | 2.35 | 1,478 | 2.07 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9,206 | -2.13 | 226 | 1.35 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 193,109 | 4,739 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,954,362 | -2.01 | 72,500 | 1.85 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 10,885 | -11.39 | 267 | -7.93 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 142,741 | 9.66 | 3,503 | 13.96 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 51 | 0.00 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 1,213,562 | 4.50 | 30,363 | 25.46 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1,450,178 | 1.63 | 35,587 | 11.74 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 48,825 | -0.65 | 1,198 | 3.28 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 15,305 | 1.73 | 376 | 5.63 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 9,267 | 0.00 | 227 | 4.13 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 386,071 | 1.81 | 9,474 | 5.82 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 441 | 11 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9,030 | 0.65 | 222 | 4.74 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 34,090 | 2.79 | 837 | 6.77 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 941,707 | -1.81 | 23,109 | 2.06 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 18,025 | -16.18 | 442 | -12.82 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 279 | 7 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 3,006 | 0.00 | 74 | 4.29 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 20,268 | -15.37 | 497 | -12.04 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 22,494 | 13.97 | 552 | 18.71 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 170,121 | 408.34 | 4,175 | 428.35 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 113,167 | -2.52 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,819,924 | 93.55 | 44,661 | 101.18 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,548,069 | 37.62 | 87,070 | 43.04 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5,853 | -23.85 | 144 | -20.99 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 28,014 | -71.21 | 687 | -70.09 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 32,949 | 809 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 9,560 | 0.00 | 235 | 4.00 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 97,579 | 1.46 | 2,395 | 5.46 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 73,446 | 0.00 | 1,802 | 3.92 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 3,146,237 | -28.27 | 77,209 | -25.45 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 719 | -95.28 | 204 | -43.33 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 109,698 | 2.11 | 2,692 | 6.11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 343,549 | -52.34 | 8,431 | -50.47 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 255,428 | 2.65 | 6,265 | 6.80 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 52,026 | 134.15 | 1,277 | 143.51 | ||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 22,179 | 0.44 | 544 | 4.41 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 265,907 | 0.62 | 7 | 0.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8,220 | -23.97 | 202 | -21.48 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 204 | 5 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14,013 | 24.86 | 344 | 29.92 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 15,647 | -0.27 | 384 | 3.51 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 446,865 | -5.48 | 11 | -9.09 | ||||
| 2025-05-13 | 13F | Cookson Peirce & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 162 | 0.00 | 4 | 0.00 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 98,187 | 2,410 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 69,105 | 1,696 | ||||||
| 2025-07-16 | 13F | Novem Group | 113,080 | 5.93 | 2,775 | 10.08 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 107,465 | 2,637 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 51,988 | 28.38 | 1,276 | 33.37 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 490,770 | -0.95 | 12,043 | 2.95 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 656,846 | 1.33 | 16,119 | 5.32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,867,518 | -20.50 | 45,785 | -17.45 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 373,027 | 9,154 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 409,622 | 0.00 | 10,052 | 3.94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 402,617 | 16.07 | 10 | 12.50 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 1,469,002 | 1.29 | 36,049 | 5.29 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 59,829 | -1.46 | 1,468 | 2.44 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 381 | 0.00 | 9 | 12.50 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 11,698 | 8.39 | 287 | 12.99 | ||||
| 2025-07-15 | 13F | Maseco Llp | 87,719 | 2,153 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 29,888 | 9.62 | 733 | 14.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,419,698 | -0.56 | 34,839 | 3.36 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 2,586 | 63 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 11,097 | 0.00 | 272 | 3.82 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 21,788 | 2.58 | 535 | 6.59 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 261,186 | -3.36 | 6,410 | 0.44 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 332,021 | 0.79 | 8,148 | 4.76 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 12,727 | -2.97 | 312 | 0.97 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 8,888 | 0.01 | 218 | 4.31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 65 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 13,746 | 0.00 | 337 | 4.01 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 135,035 | -28.60 | 3,314 | -25.80 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28,089 | -3.02 | 689 | 0.88 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8,113,872 | 4.50 | 199,151 | 8.63 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 61,358 | 2.46 | 1,506 | 6.51 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 958,783 | 5.30 | 23,529 | 9.44 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 130,518 | -1.63 | 3,203 | 2.23 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 22,761 | 559 | ||||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 13,200 | 0.00 | 324 | 3.86 | ||||
| 2025-08-12 | 13F | Bokf, Na | 54 | -86.57 | 1 | -88.89 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3,188 | 1.37 | 78 | 5.41 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 470,486 | -2.22 | 11,546 | 1.58 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 20,177 | 11.22 | 495 | 15.65 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 335,309 | 4.28 | 8,228 | 8.39 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 600 | 0.00 | 15 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,011 | 0.00 | 25 | 8.70 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 382,532 | -0.86 | 9,387 | 3.04 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 557 | 0.00 | 14 | 8.33 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 31 | -96.31 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 35,432 | 59.86 | 869 | 66.16 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 35,626 | 0.44 | 874 | 4.42 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 6,060,172 | 0.09 | 148,717 | 4.03 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 35,507 | 0.00 | 871 | 3.94 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 9,033 | -8.41 | 222 | -4.74 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 7,277 | 0.44 | 179 | 4.09 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 180,370 | -0.30 | 4,426 | 3.63 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 114 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 1,061,948 | -0.47 | 26,060 | 3.45 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 138 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,809 | 142.17 | 45 | 164.71 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 281,108 | 1.53 | 6,899 | 5.52 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 57,800 | 549.44 | 1,418 | 575.24 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21,072 | 0.57 | 517 | 4.66 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2,277 | -4.41 | 56 | -1.79 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12,063 | -11.74 | 296 | -8.07 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3,432 | 81 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6,312 | 11.15 | 149 | 11.19 |
