Statistik Asas
| Pemilik Institusi | 549 total, 549 long only, 0 short only, 0 long/short - change of 0.73% MRQ |
| Purata Peruntukan Portfolio | 0.8768 % - change of -5.98% MRQ |
| Saham Institusi (Panjang) | 100,073,912 (ex 13D/G) - change of 0.93MM shares 0.93% MRQ |
| Nilai Institusi (Panjang) | $ 11,139,132 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (US:GSLC) telah 549 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 100,073,912 saham. Pemegang saham terbesar termasuk Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Betterment LLC, Morgan Stanley, Signature Estate & Investment Advisors Llc, Bank Of America Corp /de/, LPL Financial LLC, Envestnet Asset Management Inc, Goldman Sachs Group Inc, and SigFig Wealth Management, LLC .
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (ARCA:GSLC) 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 127.29 / share. Previously, on September 6, 2024, the share price was 106.22 / share. This represents an increase of 19.84% 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.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 269,640 | 7.93 | 32,729 | 19.00 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 140 | 0.00 | 17 | 13.33 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 135,886 | -1.03 | 14,863 | -6.01 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 99 | 0.00 | 12 | 20.00 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 3,623 | 0.00 | 440 | 10.30 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2,640 | 0.00 | 320 | 10.34 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 16,037 | -6.92 | 1,947 | 6.57 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 180,523 | 2.93 | 21,912 | 13.49 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 160,565 | 2.87 | 19,489 | 13.43 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 49,329 | -12.04 | 5,988 | -3.01 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 356 | 0.00 | 43 | 10.26 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 27,031 | -7.11 | 3,281 | 2.44 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 5,000 | 0.00 | 607 | 10.18 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 13,247 | -3.14 | 1,458 | -7.43 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 7,442 | 0.00 | 910 | 10.99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,427 | 3.39 | 8 | 16.67 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 321,942 | 1.27 | 39,077 | 11.66 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 502,401 | -2.28 | 60,981 | 7.75 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 17,323 | 5.40 | 2,103 | 16.20 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 434 | 0.00 | 53 | 10.64 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5,599,651 | 5.54 | 680 | 16.27 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 218 | 0.00 | 26 | 13.04 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1,807,277 | 0.94 | 219,367 | 11.30 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 233 | 42.94 | 28 | 64.71 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 40 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 382 | 46 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 40,762 | 1.35 | 4,948 | 11.75 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 443 | -94.14 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16,443 | 1.60 | 1,996 | 7.03 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42,586 | -2.28 | 5,169 | 7.75 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 4,330 | 0.00 | 477 | -4.42 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 852,241 | 4.00 | 103,442 | 14.67 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2,618 | 0.00 | 318 | 10.07 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 32 | 0.00 | 4 | 0.00 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 590 | 0.17 | 72 | 10.94 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 69 | 0.00 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,586 | -7.68 | 191 | 2.14 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 54 | -76.82 | 7 | -76.00 | ||||
| 2025-05-05 | 13F | Genesis Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 945 | -15.25 | 115 | -6.56 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 96,856 | 1.96 | 11,756 | 12.43 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3,784 | 7.93 | 459 | 19.22 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 103,768 | 55.07 | 12,595 | 70.99 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 5,571 | 2.56 | 613 | -2.39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,741 | 2.83 | 454 | 13.50 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,626 | 97.01 | 2,382 | 117.34 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 85,177 | -0.70 | 10,339 | 9.49 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 27,636 | -4.56 | 3,355 | 5.24 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1,889 | -5.03 | 229 | 5.05 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 244 | 10.91 | 30 | 20.83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 350,073 | 3.01 | 42,492 | 13.58 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9,055 | 0.00 | 1,099 | 10.34 | ||||
| 2025-08-07 | 13F | PFG Advisors | 75,040 | 13.96 | 9,037 | 24.68 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,564 | -17.27 | 433 | -8.86 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 8,000 | -43.44 | 971 | -37.60 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 33,647 | 0.30 | 4,084 | 10.62 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 6,787 | -17.02 | 824 | -8.56 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 204,396 | -15.50 | 24,775 | -7.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 168,093 | 7.70 | 20,403 | 18.75 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 51 | 6 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 4,118 | 1.80 | 512 | 15.06 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 2,982 | -5.93 | 364 | 3.12 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 228 | 0.00 | 28 | 8.00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 212,708 | -0.31 | 25,819 | 9.92 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 10,931 | 9.49 | 1,327 | 20.66 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 103,595 | -3.42 | 12,574 | 6.51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,737 | -1.51 | 2,274 | 8.60 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 18,091 | 277.92 | 2,196 | 317.30 | ||||
| 2025-08-19 | NP | GAPIX - Goldman Sachs Dynamic Global Equity Fund Institutional | 135,595 | -5.64 | 16,459 | 4.05 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4,304 | -9.94 | 522 | -0.76 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 38,560 | 5.04 | 4,680 | 15.81 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 15,141 | -6.04 | 1,838 | 3.61 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1,090 | 132 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,463,502 | 3.11 | 541,780 | 13.69 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 5,000 | -34.23 | 607 | -27.51 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5,593 | 14.78 | 679 | 26.49 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,126 | 82.21 | 744 | 100.81 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 403 | -13.52 | 49 | -5.88 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3,343 | -10.66 | 406 | -1.46 | ||||
| 2025-04-14 | 13F | Bank of New Hampshire | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 119 | 0.00 | 14 | 7.69 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1,651 | -45.53 | 200 | -39.94 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4,305 | 8.99 | 523 | 20.28 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 166,877 | -0.01 | 20,256 | 10.26 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 821 | 100 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5,135 | 0.00 | 623 | 10.27 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 136 | 10.57 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,261 | 1.69 | 881 | 12.23 | ||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 37,902 | -3.74 | 4,601 | 6.14 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11,666 | 0.00 | 1,416 | 10.28 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 694,413 | -9.07 | 84,288 | 0.27 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12,963 | -3.76 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 340,182 | 9.11 | 41 | 20.59 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7,308 | 2.17 | 909 | 17.31 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 8,350 | 0.00 | 919 | -4.37 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 19,265 | -0.41 | 2,338 | 9.82 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 9,704 | 1,178 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 128,549 | -8.98 | 15,603 | 0.37 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 4,188 | -13.63 | 461 | -17.38 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 107,427 | 1.30 | 13,040 | 11.70 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 298 | -41.11 | 36 | -34.55 | ||||
| 2025-05-07 | 13F | Nvwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5,483,208 | 0.96 | 665,552 | 11.32 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,614 | -13.64 | 439 | -4.78 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 2,360 | 0.08 | 286 | 10.42 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2,216 | 0.00 | 269 | 10.29 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 256,297 | -20.49 | 31,109 | -12.33 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,289 | 0.00 | 278 | 10.36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 18,520 | -23.30 | 2,248 | -15.46 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,127 | -1.40 | 622 | 8.74 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4,061 | 341.89 | 493 | 387.13 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 3,819 | 0.00 | 464 | 10.24 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 33,095 | -2.10 | 4,017 | 7.95 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 19,760 | 0.00 | 2,398 | 10.25 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 26 | 0.00 | 3 | 50.00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12,125 | -5.38 | 1,472 | 4.33 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 798,650 | 7.34 | 96,940 | 18.36 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 5,749 | 0.00 | 698 | 10.28 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 158,848 | 82.98 | 19,281 | 101.78 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 7,075 | 0.00 | 859 | 10.28 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 41,052 | 9.52 | 4,992 | 21.26 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 3,196 | 8.49 | 388 | 19.44 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 125 | 0.81 | 15 | 15.38 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1,691 | 205 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 45,200 | 11.03 | 5,486 | 22.43 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,140 | -17.09 | 138 | -8.61 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,109 | -29.99 | 135 | -22.99 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 228,474 | -0.10 | 27,732 | 9.97 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 24,170 | 2,934 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 24,991 | -1.70 | 3,033 | 8.40 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 335 | -46.23 | 41 | -41.18 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2,740 | 0.00 | 333 | 10.30 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 200 | 0.00 | 24 | 9.09 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 5,378 | 0.00 | 653 | 10.14 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16,665 | 0.04 | 2,023 | 10.31 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 52,079 | 0.01 | 6,321 | 10.28 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 17,609 | 0.00 | 2,137 | 10.27 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 60,031 | -15.80 | 7,287 | -7.16 | ||||
| 2025-08-19 | NP | GGSIX - Goldman Sachs Growth Strategy Portfolio Institutional | 345,385 | 5.02 | 41,923 | 15.80 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 17,975 | -53.61 | 2,182 | -48.86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 77,195 | 3.50 | 9,370 | 14.12 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 42,973 | -3.25 | 5,216 | 6.69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 242,264 | 13.66 | 29,406 | 19.78 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 13,026 | -0.21 | 1,581 | 10.10 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 18,024 | 0.00 | 2 | 100.00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 429,334 | -1.16 | 52 | 10.64 | ||||
| 2025-08-14 | 13F | Family Management Corp | 96,907 | 3.93 | 11,763 | 14.59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5,800 | -93.18 | 704 | -92.48 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,531 | 2,978 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6,449 | 0.00 | 783 | 10.30 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 132 | -47.20 | 16 | -40.74 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9,797 | 2.32 | 1,189 | 12.81 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,501 | 8.13 | 304 | 19.29 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 1,943 | -4.94 | 236 | 4.44 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 189 | -56.55 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 495 | -34.00 | 60 | -26.83 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,531 | 307 | ||||||
| 2025-07-28 | 13F | IFC Advisors LLC | 3,761 | -22.15 | 457 | -14.12 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 5,343 | 0.00 | 649 | 10.20 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 6,819 | 0.00 | 828 | 10.27 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 58,662 | 3.49 | 7,120 | 14.12 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 485 | 0.00 | 59 | 15.69 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 31,008 | 0.07 | 3,764 | 10.35 | ||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 7,627 | -4.11 | 926 | 5.71 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1,964 | -19.28 | 238 | -10.86 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 439,959 | 80.68 | 53,448 | 99.40 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,743 | -1.50 | 468 | 13.63 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 11,741 | -4.23 | 1,425 | 5.63 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 46,678 | 4.95 | 5,666 | 15.71 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 1,904 | 0.00 | 231 | 10.53 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,069,380 | 0.49 | 372,561 | 10.80 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 1,868 | 0.00 | 228 | 13.43 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 53,463 | -3.37 | 6,489 | 6.55 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 134,025 | 2.20 | 16,268 | 12.70 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 719 | 0.00 | 87 | 10.13 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 399 | 0.00 | 48 | 11.63 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 2,853 | 0.00 | 346 | 10.19 | ||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 85,039 | -5.60 | 10,322 | 4.09 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 20,354 | -12.85 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,579 | 22.40 | 920 | 34.95 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15,150 | -8.64 | 1,839 | 0.71 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 116 | 0.00 | 14 | 16.67 | ||||
| 2025-07-16 | 13F | First American Bank | 7,960 | 0.00 | 966 | 10.27 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 3,883 | 38.88 | 471 | 53.42 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 11,704 | -9.68 | 1,421 | -4.83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,246 | -64.04 | 394 | -60.42 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 3,923 | 11.54 | 476 | 23.00 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 137,088 | 0.29 | 16,640 | 10.58 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 135 | 0.00 | 16 | 14.29 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 82 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6,777 | 1.35 | 823 | 11.84 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 14,431 | 0.78 | 1,752 | 11.10 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2,239 | -36.41 | 272 | -29.97 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 558,807 | 0.01 | 67,828 | 10.28 | ||||
| 2025-08-07 | 13F | Commerce Bank | 3,570 | 0.00 | 433 | 10.46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,136,561 | 0.65 | 137,956 | 10.98 | ||||
| 2025-04-15 | 13F | Flywheel Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11,713 | 1 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 23,160 | -0.68 | 2,811 | 9.55 | ||||
| 2025-07-15 | 13F | Tepp RIA, LLC | 4,929 | 104.18 | 598 | 125.66 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 143,712 | 1.40 | 17,444 | 11.81 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2,255 | 0.27 | 274 | 10.53 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,584 | -27.56 | 314 | -20.15 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 3,878 | -5.37 | 471 | 4.21 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6,146 | 18.99 | 746 | 31.34 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16,103 | 32.75 | 1,955 | 46.37 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 105,293 | -1.18 | 12,780 | 8.96 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 80,056 | -1.84 | 9,717 | 8.24 | ||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,773 | -3.11 | 215 | 6.97 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 6,770 | 11.50 | 822 | 22.90 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 10,687 | 1,297 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 1,871 | 227 | ||||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 60,486 | 76.53 | 7,342 | 94.67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 66,641 | 145.47 | 8,089 | 170.68 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 633 | -17.25 | 77 | -9.52 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3,905 | -35.13 | 474 | -28.55 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 60,195 | 19.53 | 7,268 | 31.94 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 355,944 | -0.21 | 43,204 | 10.03 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 639 | 0.00 | 78 | 10.00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3,371 | 111.08 | 409 | 133.71 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7,449 | -0.75 | 904 | 23.33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,815 | 4.47 | 706 | 15.20 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 41,739 | 353.93 | 5,066 | 399.61 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 541,738 | 1.77 | 65,756 | 12.22 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 207,455 | -7.41 | 25,101 | 3.28 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 70,998 | 2.68 | 8,618 | 13.22 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 94,655 | -1.41 | 11 | 10.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 65,417 | -0.20 | 7,940 | 10.05 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3,085 | 0.00 | 374 | 10.32 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 26,577 | 4.38 | 3,226 | 15.10 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 325 | 61.69 | 39 | 77.27 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,398 | 0.00 | 291 | 10.65 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 114 | 0.00 | 14 | 8.33 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,632 | 441 | ||||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 4,221 | 512 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 447 | -15.82 | 54 | -6.90 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 1,936 | 0.00 | 235 | 9.86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 559,083 | 0.26 | 68 | 9.84 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3,241 | 4.18 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 181,448 | 2.37 | 22,024 | 12.88 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 702 | 0.14 | 85 | 10.39 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 75 | 0.00 | 9 | 12.50 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 145,280 | -0.41 | 17,634 | 9.81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11,522 | 0.00 | 1,399 | 10.25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27,211 | 840.26 | 3,303 | 938.36 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 6,749 | 0.21 | 820 | 10.53 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 233,364 | -7.82 | 28,326 | 1.64 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 11,352 | -1.30 | 1,378 | 8.77 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9,790 | -1.45 | 1,188 | 8.69 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 2,012 | 247 | ||||||
| 2025-07-16 | 13F | American National Bank | 31,445 | -8.20 | 3,817 | 1.22 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,304 | 2.26 | 2,100 | 12.78 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 11,061 | -23.28 | 1,343 | -15.38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 606,911 | -2.80 | 73,667 | 7.18 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 151,425 | -1.07 | 18,380 | 11.54 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 283 | -12.38 | 31 | -16.22 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 3,648 | 0.00 | 443 | 10.22 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 113 | -9.60 | 14 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,491,025 | 2.28 | 302,361 | 12.78 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 200 | 24 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 87 | 11 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 918 | 0.00 | 111 | 9.90 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,100 | 148.88 | 740 | 175.09 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-08-05 | 13F | Everest Management Corp. | 21,183 | 0.00 | 2,571 | 10.30 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 720 | -92.05 | 87 | -91.27 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 172 | 0.58 | 21 | 5.26 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 52,476 | -0.63 | 6,370 | 9.56 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 760 | -20.75 | 92 | -12.38 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 2,609 | 0.00 | 317 | 10.10 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5,529 | 0.14 | 671 | 10.54 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 442,542 | -1.68 | 48,715 | -6.03 | ||||
| 2025-05-14 | 13F | Straightline Group Llc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 1,790 | -1.59 | 217 | 8.50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 283 | 34 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 214,400 | 0.67 | 26,024 | 11.00 | ||||
| 2025-09-03 | 13F | American Trust | 10,671 | 1,295 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 385 | 18.46 | 47 | 31.43 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 3,442 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 47,401 | -1.89 | 5,754 | 8.18 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 275 | 0.00 | 33 | 10.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 145,164 | 2.08 | 17,620 | 12.56 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1,071,101 | 6.10 | 130,010 | 16.99 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4,600 | 84.00 | 558 | 102.91 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 77,453 | -0.11 | 9,401 | 10.15 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 4,613 | 0.00 | 560 | 10.26 | ||||
| 2025-08-19 | NP | GIPIX - Goldman Sachs Balanced Strategy Portfolio Institutional | 68,493 | 0.00 | 8,314 | 10.27 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 65,851 | -5.71 | 7,993 | 3.97 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,272 | 160 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 16,426 | -8.37 | 1,994 | 1.01 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 298,978 | 55.06 | 36,290 | 70.97 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1,020 | 0.00 | 124 | 9.82 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 128,389 | -5.65 | 15,584 | 10.34 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2,800 | 340 | ||||||
| 2025-05-08 | 13F | One Charles Private Wealth Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 5,744 | -22.52 | 697 | -14.58 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 225 | 27 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 270 | 33 | ||||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 4,280 | 0.00 | 520 | 10.19 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 250,514 | 1,113.79 | 30,407 | 1,238.93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 457 | 75.10 | 55 | 96.43 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3,523 | 0.00 | 428 | 10.34 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1,145 | 0.00 | 139 | 9.52 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 62 | 0.00 | 7 | 16.67 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 63,590 | -0.55 | 7,719 | 9.66 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 4,652 | 0.00 | 565 | 10.16 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 81 | -47.40 | 10 | -43.75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 25,925 | 8.26 | 3,147 | 19.35 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 1,207,932 | -2.33 | 146,619 | 7.69 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 398,351 | -0.98 | 48,352 | 9.19 | ||||
| 2025-07-31 | 13F | CNB Bank | 1,127 | 0.00 | 137 | 9.68 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3,429 | 416 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2,268 | 0.00 | 275 | 10.44 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 500 | 0.00 | 61 | 9.09 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 81,851 | -5.23 | 9,935 | 4.50 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 27 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 836,846 | 24.39 | 101,576 | 37.16 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 6,270 | 0.00 | 761 | 10.29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,006,474 | 3.66 | 364,926 | 14.30 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 5,337 | -0.37 | 648 | 9.85 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5,993 | 7.04 | 727 | 18.02 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 266 | 32 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 40 | 566.67 | 5 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 16,319 | 42.20 | 1,981 | 56.77 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 30 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 1,794 | 218 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,962 | 30.63 | 238 | 44.24 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 27,046 | -6.51 | 3,283 | 3.08 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 155,581 | -3.08 | 17,126 | -7.37 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 76,472 | -5.71 | 9,282 | 3.98 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 23,590 | 0.00 | 2,597 | 0.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2,699 | 2.35 | 328 | 12.76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 86,063 | 1.72 | 10,446 | 12.17 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 541 | 0.00 | 66 | 10.17 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 1,977 | 0.05 | 240 | 10.14 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 2,895 | 0.07 | 351 | 10.38 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 115,855 | 801.31 | 14,062 | 894.48 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,538 | 66.10 | 429 | 83.33 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 114 | 0.00 | 14 | 8.33 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 2,584 | 0.00 | 314 | 10.21 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 14,116 | 3.09 | 1,713 | 13.67 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4,063 | 11.04 | 508 | 33.42 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 626 | -11.46 | 69 | -16.05 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 96 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 3,612 | 0.00 | 438 | 10.33 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 472,118 | 6.68 | 57,306 | 17.63 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 10,423 | 0.23 | 1,265 | 10.58 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 2,237 | 0.27 | 272 | 10.61 | ||||
| 2025-07-15 | 13F | Penn Davis Mcfarland Inc | 2,000 | 0.00 | 243 | 10.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 45,622 | -11.99 | 5,538 | -2.96 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 3,571 | -36.31 | 433 | -29.82 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 22,656 | 30.82 | 2,750 | 44.28 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 24,508 | 4.60 | 2,975 | 15.32 | ||||
| 2025-08-12 | 13F | Bokf, Na | 435 | 0.00 | 53 | 10.64 | ||||
| 2025-07-17 | 13F | KWB Wealth | 3,737 | -14.33 | 411 | -18.13 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 126 | 0.00 | 15 | 15.38 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21,668 | 0.70 | 2,630 | 11.06 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1,654 | 201 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 513,062 | 0.83 | 62,276 | 11.18 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 587 | 2.44 | 71 | 12.70 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4,853 | 589 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4,268 | 518 | ||||||
| 2025-08-14 | 13F | Potentia Wealth | 6,913 | 0.00 | 839 | 10.39 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 2,400 | 0.00 | 291 | 10.23 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 7,281 | -33.74 | 802 | -38.53 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 874 | 52.00 | 106 | 70.97 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2,042 | -3.08 | 225 | -7.44 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 11,503 | -1.28 | 1,396 | 8.89 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11,106 | 63.59 | 1,348 | 80.46 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 677 | -39.61 | 82 | -33.33 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 82,114 | 463.00 | 9,967 | 520.93 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 389,200 | 9.10 | 47,241 | 20.30 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 17,085 | -7.44 | 2,074 | 2.07 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 37,926 | 4,604 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,693 | 0.63 | 1,327 | 13.43 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,909,934 | -0.57 | 838,728 | 9.63 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4,727 | 0.02 | 574 | 10.19 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 4,330 | 526 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2,731 | 0.00 | 331 | 10.33 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 360,800 | 29.82 | 43,794 | 43.15 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 154,010 | 14.02 | 18,694 | 25.73 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 21,942 | 0.28 | 2,663 | 10.59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 29,751,625 | -0.60 | 3,611,252 | 9.60 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 936,162 | 4.16 | 113,631 | 14.85 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 3,638 | 0.00 | 442 | 10.25 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 153,040 | -3.77 | 18,576 | 6.11 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 2,466 | -16.49 | 299 | -8.00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 278 | 0.00 | 34 | 10.00 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 9,656 | 3.86 | 1,172 | 14.57 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 3,646 | 0.00 | 443 | 10.22 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,897 | 0.00 | 231 | 9.52 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 197 | 0.00 | 24 | 9.52 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 35,724 | 2.89 | 4,336 | 13.45 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 3,851 | -18.46 | 467 | -10.02 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2,191 | 0.05 | 266 | 10.37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10,423 | 13.83 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8,042 | -4.68 | 1,005 | 8.30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53,021 | 43.47 | 6 | 50.00 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 55,616 | -1.58 | 6,751 | 8.52 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2,910 | -12.16 | 353 | -3.02 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 417 | 0.00 | 51 | 11.11 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,129 | -1.59 | 623 | 8.55 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 22,675 | -0.55 | 2,752 | 9.69 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 392 | 0.26 | 48 | 9.30 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 200 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 3,861 | -18.92 | 469 | -10.69 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 39 | 0.00 | 5 | 0.00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10,563 | 203.19 | 1,282 | 234.73 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 1,799 | 0 | ||||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 2,743 | -0.90 | 333 | 9.21 | ||||
| 2025-08-19 | NP | GOIIX - Goldman Sachs Growth and Income Strategy Portfolio Institutional | 223,124 | 0.00 | 27,083 | 10.26 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 3,500 | 0.00 | 425 | 10.13 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 16 | 0.00 | 2 | 0.00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1,986 | -0.05 | 243 | 16.83 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 646 | 86.17 | 78 | 105.26 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 24,453 | 1.42 | 2,968 | 11.83 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 687 | 83 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 51,791 | 9.55 | 5,701 | 4.70 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 445 | 0.00 | 54 | 12.50 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 12,880 | -7.20 | 1,563 | 2.36 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 3,960 | -80.85 | 481 | -78.91 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,140 | 7.94 | 381 | 19.06 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 2,000 | 0.00 | 243 | 10.00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 105,089 | -1.19 | 12,756 | 8.94 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 239 | 0.00 | 29 | 11.54 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 165 | 0.00 | 268 | 1,383.33 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 3,935 | 0.00 | 478 | 10.16 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 73,855 | 0.18 | 8,964 | 10.46 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 313 | 0.00 | 38 | 8.82 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 4,239 | -0.66 | 515 | 9.59 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 179,519 | 12.34 | 21,790 | 18.40 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 2,894 | -99.18 | 351 | -99.10 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 281 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 140,252 | 15,747.68 | 17,024 | 17,449.48 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 8,362 | -2.85 | 1,015 | 7.07 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 141 | 0.71 | 17 | 13.33 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 47,250 | 5.37 | 5,735 | 16.19 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 13 | 2 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,736 | 154.17 | 211 | 180.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,187 | 6.82 | 630 | 17.79 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 10,935 | 1.94 | 1,327 | 12.46 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 322 | 0.00 | 39 | 11.43 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 13,848 | -1.47 | 1,681 | 8.60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1,941 | -0.87 | 236 | 9.30 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4,742 | 0.42 | 576 | 10.79 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61,637 | 27.52 | 7,482 | 40.62 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 310 | -38.00 | 38 | -32.73 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 693,952 | -8.18 | 84 | 0.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3,595 | -7.56 | 436 | 1.87 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 15,114 | 100.66 | 1,835 | 121.23 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 294,494 | -23.33 | 36 | -16.67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3,900 | 46.89 | 473 | 61.99 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 19,790 | -0.54 | 2,402 | 9.68 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 427,800 | 8.77 | 51,926 | 19.94 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 47,742 | -10.31 | 5,795 | -1.11 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 27,629 | 3,354 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2,870 | 7.85 | 348 | 19.18 | ||||
| 2025-08-14 | 13F | Comerica Bank | 89,881 | -3.07 | 10,910 | 6.88 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 9,602 | 13.14 | 1,165 | 24.33 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 4,193 | 0.00 | 509 | 10.20 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 11,901 | 0.00 | 1 | 0.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 514 | 0.00 | 62 | 10.71 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4,731 | -0.04 | 574 | 10.38 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 7,445 | -0.04 | 904 | 10.26 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 5,027 | 0.00 | 553 | -4.49 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 68,593 | -1.36 | 8,326 | 8.75 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,172 | -22.97 | 506 | -15.10 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 811,380 | 1.28 | 98,485 | 11.68 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 250 | 0.00 | 30 | 11.11 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 31,244 | -0.81 | 3,792 | 9.37 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 13,498 | 21.99 | 1,638 | 34.48 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 97 | 0.00 | 12 | 10.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5,241 | 0.58 | 636 | 10.99 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | White Lighthouse Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 2,030 | 246 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 52,384 | 5.13 | 6,358 | 15.92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,778 | 0.88 | 1,187 | 11.15 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 376,614 | -3.81 | 45,713 | 6.06 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 677 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 2,000 | 0.00 | 243 | 10.00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 | 1 | ||||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 17 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 104,945 | -1.52 | 12,738 | 8.59 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 613 | 0.16 | 74 | 10.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 865 | -1.93 | 105 | 7.22 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5,394 | -7.32 | 655 | 2.19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2,809 | -0.35 | 341 | 9.68 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 55 | 0.00 | 7 | 0.00 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 254,746 | -6.04 | 30,921 | 3.61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33,534 | 3.37 | 4,070 | 13.97 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6,485 | 1.42 | 787 | 11.95 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 271,060 | -6.39 | 32,902 | 3.22 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14,077 | 2.97 | 1,709 | 13.56 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 13,360 | 16.45 | 1,471 | 46.85 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 80 | 0.00 | 10 | 12.50 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3,225 | 29.83 | 391 | 43.22 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 351 | 0.00 | 43 | 10.53 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 21,387 | 13.58 | 2,596 | 25.29 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 35,189 | -1.04 | 4,271 | 9.12 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 510,081 | -19.05 | 62,684 | -9.63 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6,179 | 0.00 | 750 | 10.29 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,150 | 12.97 | 140 | 24.11 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6,324 | -62.18 | 768 | -58.32 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 347 | 0.29 | 42 | 10.53 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7,441 | -6.52 | 903 | 3.08 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 144,295 | -31.98 | 17,514 | -25.00 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 167,697 | -1.74 | 20,355 | 8.35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25,374 | -0.46 | 3,080 | 9.77 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 177,119 | -62.97 | 21,499 | -50.99 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 113,504 | 1.99 | 13,777 | 12.47 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4,940 | 30.38 | 600 | 43.65 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4,506 | 547 | ||||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 122,901 | 2.88 | 14,918 | 13.44 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8,890 | 8.93 | 1,104 | 22.83 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 13,349 | 1.51 | 1,620 | 11.96 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 205 | 0.00 | 25 | 9.09 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 5,434 | 19.35 | 660 | 31.54 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22,853 | 2.40 | 2,774 | 12.91 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 21,132 | -0.33 | 2,565 | 9.94 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 3,000 | 0.00 | 364 | 10.30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,103 | 97.41 | 1,955 | 117.84 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 3,735 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 2,335 | 0.00 | 283 | 10.12 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2,180 | -1.40 | 265 | 8.64 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 454 | 0.00 | 55 | 12.24 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 3,535 | 0.00 | 429 | 10.28 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 39,271 | 101.77 | 4,767 | 112.67 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1,803 | 219 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 10,088 | -3.88 | 1,240 | 7.27 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 47,379 | 24.36 | 5,751 | 37.13 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 1,670 | 0.24 | 203 | 10.38 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,896 | 230 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 215 | 26 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,849 | 22.86 | 224 | 35.76 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3,827 | 0.03 | 465 | 10.21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 100 | -61.83 | 12 | -60.71 | ||||
| 2025-07-18 | 13F | Vicus Capital | 12,315 | 15.64 | 1,495 | 27.47 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 16 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2,169,436 | 7.69 | 263,326 | 18.75 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 39,145 | 30.11 | 4,751 | 43.49 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 452 | 120.49 | 55 | 145.45 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12 | -93.22 | 1 | -94.74 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1,797 | 218 | ||||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 182 | 0.00 | 22 | 10.00 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 130,453 | 9.10 | 15,834 | 20.29 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 17,077 | -3.76 | 2,073 | 6.09 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 116,477 | -2.25 | 14,138 | 7.78 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 24,256 | 3.36 | 2,944 | 13.98 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 1,857 | 0.00 | 225 | 10.29 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 78,023 | 8.51 | 9,470 | 19.65 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 107,325 | 4.37 | 13,412 | 25.40 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2,143 | -1.79 | 260 | 8.33 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 1,866,322 | -0.03 | 225,339 | 10.36 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 22,309 | -42.14 | 2,715 | -36.03 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 651,531 | 3.08 | 79,083 | 13.66 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 746 | -2.36 | 91 | 7.14 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 235 | 30.56 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 78 | 0.00 | 9 | 12.50 |
Other Listings
| MX:GSLC |
