Statistik Asas
| Pemilik Institusi | 416 total, 416 long only, 0 short only, 0 long/short - change of 4.84% MRQ |
| Purata Peruntukan Portfolio | 0.6141 % - change of 1.61% MRQ |
| Saham Institusi (Panjang) | 102,786,788 (ex 13D/G) - change of 11.22MM shares 12.25% MRQ |
| Nilai Institusi (Panjang) | $ 2,273,382 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (US:IBDR) telah 416 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 102,786,788 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, Laurel Wealth Advisors LLC, Morgan Stanley, LPL Financial LLC, Mercer Global Advisors Inc /adv, Hm Payson & Co, Raymond James Financial Inc, Capital Advisors Inc/ok, Envestnet Asset Management Inc, and Sarver Vrooman Wealth Advisors .
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (ARCA:IBDR) 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 24.23 / share. Previously, on September 9, 2024, the share price was 24.21 / share. This represents an increase of 0.08% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Robbins Farley Llc | 1,305 | 0.00 | 32 | 0.00 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 29,668 | 0.00 | 719 | 0.14 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 441,217 | 2.52 | 10,700 | 2.69 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,164 | -63.41 | 52 | -63.64 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 49,540 | 4.83 | 1,201 | 4.98 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 124,753 | 11.40 | 3,025 | 11.58 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21,265 | -7.17 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 2,755,765 | 24.23 | 66,717 | 24.95 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 14,477 | 0.03 | 351 | 0.29 | ||||
| 2025-08-04 | 13F | Balentine LLC | 79,197 | 0.54 | 1,921 | 0.68 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 75,034 | 38.96 | 1,820 | 39.17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 75,095 | -17.70 | 2 | -50.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 7,060 | 0.00 | 171 | 0.59 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 18,889 | -3.39 | 458 | -3.17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 823 | 0.00 | 20 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 30,243 | 16.06 | 732 | 16.19 | ||||
| 2025-07-28 | 13F | Tlwm | 36,888 | -1.06 | 895 | -0.89 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 81,985 | 4.85 | 1,988 | 5.07 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 7,195 | 47.08 | 174 | 47.46 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 109,080 | 10.54 | 2,645 | 10.72 | ||||
| 2025-07-07 | 13F | Trust Co | 4,709 | -0.02 | 114 | 0.00 | ||||
| 2025-08-14 | 13F | Marathon Capital Management | 203 | |||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 136,289 | 6.21 | 3,305 | 6.37 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 12,500 | 0.00 | 303 | 0.33 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 27,519 | 0.24 | 667 | 0.45 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,160 | -13.66 | 77 | -13.64 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1,507 | 0.13 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 174,569 | 14.68 | 4,233 | 14.87 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 257 | 0.78 | ||||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 153,744 | -0.10 | 3,728 | 0.08 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 16,481 | 400 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1,567 | -4.80 | 38 | -2.56 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 105,466 | -0.38 | 2,558 | -0.23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20,204 | 20.08 | 490 | 20.15 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 7,481 | -96.99 | 5,842 | -3.04 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 62,756 | 2.46 | 1,522 | 2.63 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 76,953 | 0.04 | 1,866 | 0.21 | ||||
| 2025-04-15 | 13F | First United Bank Trust/ | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | First National Trust Co | 310,075 | 0.90 | 7,519 | 1.06 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 53,240 | 0.07 | 1,291 | 0.23 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 83,728 | 0.38 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 31,999 | -12.50 | 776 | -12.43 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 315,524 | 1.86 | 7,651 | 2.11 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 57,391 | 0.00 | 1,392 | 0.14 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 684,433 | 12.71 | 16,598 | 12.90 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 413 | 10 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 20,599 | -10.38 | 500 | -10.25 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,054,259 | 0.73 | 26 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 468,791 | 2.02 | 11,368 | 2.19 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 56,566 | 2.74 | 1,369 | 2.78 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5,584 | -12.87 | 135 | -12.90 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 688,575 | 1.35 | 16,698 | 1.52 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 15,301 | -51.86 | 371 | -51.76 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 182,893 | -1.52 | 4,435 | -1.36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 116,184 | -45.27 | 2,817 | -45.18 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 291 | 0.00 | 7 | 0.00 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 12,899 | 1.06 | 313 | 0.97 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 28,642 | 8.93 | 695 | 9.12 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 45,104 | 48.37 | 1,094 | 48.71 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,286 | 345.86 | 80 | 364.71 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 62,643 | -2.19 | 1,519 | -2.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 485 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 93,775 | -53.52 | 2,274 | -53.44 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 160,582 | 15.69 | 3,888 | 16.34 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 30,798 | 0.00 | 747 | 0.13 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 416,353 | -17.15 | 10,097 | -17.01 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 233,935 | 10.01 | 5,673 | 10.18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 836,590 | 10.98 | 20,287 | 11.17 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 220,299 | -0.89 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 56,394 | -4.05 | 1,368 | -3.87 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 9,246 | 0.00 | 224 | 0.45 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 803 | 19 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 91,613 | 1.36 | 2,218 | 1.93 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7,529 | -0.07 | 183 | 0.00 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 29,760 | 14.09 | 722 | 14.26 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 330,359 | -0.85 | 8,011 | -0.68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 183,954 | 73.07 | 4,461 | 73.38 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 64,047 | 90.29 | 2 | |||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 186,724 | 4.62 | 4,515 | 4.78 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 60,311 | 5.12 | 1,463 | 5.26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,623,466 | 9.55 | 63,619 | 9.74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,459,315 | -1.25 | 35,389 | -1.08 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 63 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,913 | 71 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 15,675 | 0.00 | 379 | -0.26 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 8,752 | 0.00 | 212 | 0.47 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 13,681 | 0.00 | 331 | 0.00 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 9,112 | 0.00 | 221 | 0.00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 37,508 | -14.82 | 910 | -14.73 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 217 | 0.46 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 225,427 | -0.25 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,080,952 | 0.95 | 26,213 | 1.12 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 22,635 | 1.28 | 549 | 1.29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 286,070 | -4.91 | 6,937 | -4.75 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 17,368 | 421 | ||||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 38,086 | -34.97 | 924 | -34.86 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 24,004 | -2.12 | 582 | -1.85 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 21,571 | 1.06 | 523 | 1.36 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 165,825 | 17.91 | 4,021 | 18.13 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 52,156 | 4.75 | 1,263 | 5.34 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 231,762 | 5,620 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 105,705 | -68.02 | 2,563 | -67.97 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1,135,267 | 4.54 | 27,530 | 4.71 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 665 | 0.00 | 16 | 0.00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 12,179 | -4.25 | 295 | -3.91 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8,325 | 0.00 | 202 | 0.00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 52,139 | -1.14 | 1,264 | -0.94 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 268 | 6 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 18,956 | 0.00 | 460 | 0.22 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 55,000 | 5.55 | 1,334 | 5.71 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 556,889 | 0.61 | 13,505 | 0.78 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 57,843 | -4.83 | 1,403 | -4.69 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,440 | 0.00 | 35 | 0.00 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 122,702 | 41.84 | 2,976 | 42.07 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 193,940 | 28.61 | 4,703 | 28.85 | ||||
| 2025-08-08 | 13F | Summitry Llc | 12,864 | 312 | ||||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 328,427 | 14.69 | 7,964 | 14.89 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 17,338 | 420 | ||||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 44,980 | 91.65 | 1,091 | 91.90 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 24,050 | 583 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13,064 | 13.16 | 317 | 13.26 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 571,694 | -4.18 | 13,841 | -3.62 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23,076 | 2.05 | 560 | 2.19 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 254,196 | 3.10 | 6,164 | 3.27 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 6,014,772 | 2,340.99 | 248 | -95.84 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 10,333 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 121,758 | 1.51 | 2,953 | 1.69 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 114,946 | 2.65 | 2,787 | 2.80 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 14,225 | 345 | 23.30 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13,933 | 0.69 | 338 | 0.90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 234,015 | -1.01 | 5,675 | -0.86 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 163,098 | -1.80 | 3,955 | -1.64 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10,385 | -11.13 | 252 | -10.99 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 603 | |||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4,329 | -1.34 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,910,616 | 10.98 | 70,582 | 11.17 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 315 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 8,277 | 201 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9,983 | -11.83 | 242 | -11.36 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 152,663 | 3,675 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,187 | 0.00 | 77 | 0.00 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Strid Group, LLC | 570,852 | 12.86 | 13,843 | 13.05 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 142,117 | 3,446 | ||||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 67,925 | 14.19 | 1,647 | 14.38 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 39,422 | 1.03 | 956 | 1.17 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1,325,063 | 2.11 | 32,133 | 2.28 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 30,555 | 191.92 | 741 | 192.49 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 9,308 | 226 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29,570 | -2.78 | 717 | -2.58 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 31,107 | 0.00 | 754 | 0.13 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 38,263 | -25.82 | 928 | -25.72 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 186,814 | 4.15 | 4,530 | 4.33 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 24,731 | -0.20 | 600 | 0.00 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 13,722 | 7.12 | 333 | 7.44 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 264,169 | 16.82 | 6,406 | 17.03 | ||||
| 2025-08-14 | 13F | Comerica Bank | 63,705 | 0.40 | 1,545 | 0.52 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 12,602 | 11.48 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6,700 | 0.00 | 162 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 628 | 0.00 | 15 | 0.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 27,152 | 658 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2,520 | 0.00 | 61 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2,222 | -23.19 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 2,400 | 58 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 245,963 | 3.68 | 5,955 | 4.27 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 40,092 | 0.07 | 972 | 0.31 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 127,195 | 12.38 | 3,084 | 12.55 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 16,754 | 2.53 | 406 | 2.78 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 287,906 | -0.19 | 6,982 | -0.03 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 251,983 | 0.44 | 6,111 | 0.59 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 27,175 | 0.00 | 659 | 0.15 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 14,184 | 0.04 | 344 | 0.00 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 169,473 | -9.56 | 4,110 | -9.41 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 89,456 | -0.42 | 2,169 | -0.23 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 17,562 | 0.00 | 426 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,163 | 0.88 | 125 | 1.63 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 76,262 | -11.08 | 1,849 | -10.93 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 28,433 | 0.30 | 689 | 0.44 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 15,345 | -7.19 | 372 | -7.00 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 48,109 | 2.45 | 1,167 | 2.64 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 9,980 | 0.35 | 242 | 1.26 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 800 | 0.00 | 19 | 0.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 70,952 | 1.46 | 1,713 | 1.54 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 148,846 | 2.34 | 3,610 | 2.50 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 185,677 | 4,503 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 9,755 | 0.00 | 237 | 0.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,670 | -59.41 | 40 | -59.60 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 31,116 | -16.71 | 1 | |||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 10,000 | 0.00 | 242 | 0.00 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2,500,009 | 5.15 | 60,625 | 5.33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,821,416 | 9.63 | 68,419 | 9.81 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 25,336 | 0.00 | 614 | 0.16 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 325,701 | 2.03 | 7,898 | 2.20 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 | 0 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 30,336 | 0.00 | 736 | 0.14 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1,091,935 | 6.88 | 26,479 | 7.06 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19,646 | -2.14 | 476 | -2.06 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 18,345 | 2.70 | 445 | 2.78 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 12,706 | 0.00 | 308 | 0.33 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 255,322 | -1.21 | 6,192 | -1.04 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 1,092,999 | -1.42 | 26,462 | -1.42 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 652,213 | -0.42 | 15,816 | -0.26 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 106,305 | 13.17 | 2,578 | 13.32 | ||||
| 2025-08-08 | 13F | Creative Planning | 504,893 | -18.11 | 12,244 | -17.98 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 63,251 | -1.40 | 1,534 | -1.22 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 165,711 | 34.20 | 4,018 | 34.43 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4,011 | 31.85 | 97 | 32.88 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 19,180 | -73.02 | 465 | -72.97 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 48,894 | 8.01 | 1,186 | 8.22 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1,507 | -10.93 | 37 | -10.00 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 300,320 | 0.84 | 7 | 0.00 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 453,905 | 1.61 | 11,007 | 1.78 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 20,581 | 4.96 | 499 | 5.27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 33,643 | -1.63 | 816 | -1.45 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 81,031 | -51.98 | 1,965 | -51.90 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 876 | 21 | ||||||
| 2025-07-31 | 13F | United Community Bank | 4,082 | 32.96 | 99 | 32.43 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 8,521 | 0.00 | 207 | 0.00 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 64,700 | 17.64 | 1,569 | 17.81 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 52,676 | 0.00 | 1,277 | 0.16 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45,293 | 2.56 | 1,098 | 2.71 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 74,555 | 38.46 | 1,806 | 38.74 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,974,530 | 0.14 | 217,632 | 0.31 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 38,602 | 10.96 | 933 | 10.81 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 485,281 | 9.32 | 11,768 | 10.15 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 19,330 | 0.00 | 469 | 0.21 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 44,851 | 1 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,000 | 48 | ||||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 4,500 | -40.00 | 109 | -39.78 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 207,274 | 25.01 | 5,018 | 25.76 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 48,494 | 127.11 | 1,176 | 127.71 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 63,400 | 0.00 | 1,532 | -0.20 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 4,269,511 | 2.14 | 103,536 | 2.30 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 29,809 | -45.42 | 723 | -45.39 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 21,420 | -10.92 | 519 | -10.38 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3,775 | 0.00 | 92 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 221,950 | 3.80 | 5,382 | 3.98 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 79,824 | 1,936 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 12,855 | -5.69 | 312 | -5.47 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 156,274 | 3.18 | 3,790 | 3.36 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 58,050 | 11.91 | 1,408 | 12.11 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,477,188 | 6.66 | 60,072 | 6.84 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 161,643 | 13.24 | 3,920 | 13.43 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 22,703 | -6.47 | 551 | -6.30 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2,000 | 0.00 | 48 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,406,620 | 20.05 | 34,111 | 20.25 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 104,993 | 22.02 | 2,546 | 22.23 | ||||
| 2025-07-02 | 13F | InvesTrust | 335,380 | 0.17 | 8,133 | 0.32 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 377,446 | -52.75 | 9,153 | -52.67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 368 | 9 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 77,630 | 15.88 | 1,883 | 16.10 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8,396 | -0.12 | 204 | 0.00 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 186,732 | 0.52 | 4,528 | 0.69 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,311,224 | -1.76 | 31,797 | -1.60 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 34,707 | 50.06 | 842 | 50.45 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 244,019 | -3.34 | 5,917 | -3.17 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 58,760 | 13.47 | 1,425 | 13.65 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 9,399 | 0.00 | 228 | 0.00 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 610,840 | 32.43 | 14,804 | 32.56 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 30,926 | 5.59 | 747 | 5.36 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2,000 | 0.00 | 48 | 0.00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 126,122 | -11.39 | 3,058 | -11.23 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 32,411 | 0.00 | 786 | 0.13 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 207,250 | -10.46 | 5,026 | -10.32 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 169,074 | -6.14 | 4,100 | -5.98 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9,510 | -91.16 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 8,590 | 0.00 | 208 | 0.48 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 10,408 | 0.11 | 252 | 0.40 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 238,140 | 2.57 | 5,775 | 2.74 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 27,689 | 21.36 | 671 | 21.56 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 310,081 | 1.11 | 7,520 | 1.28 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 142,063 | 2.27 | 3,445 | 2.47 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 6,225 | -2.34 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 13,142 | -3.67 | 316 | -4.24 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,843 | 13.80 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 970,565 | -5.74 | 23,536 | -5.58 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 12,300 | 0.00 | 298 | 0.34 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 157,954 | 0.00 | 3,824 | 0.00 | ||||
| 2025-04-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10,355 | -13.38 | 251 | -13.15 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 588,771 | 6.27 | 14,278 | 6.45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4,987 | 61.97 | 121 | 62.16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 612,933 | -1.09 | 15 | -6.67 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 11,761 | 0.00 | 285 | 0.35 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0.00 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 81,214 | 15.95 | 1,966 | 16.61 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 102,481 | -6.00 | 2,485 | -5.84 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 18,941 | 2.24 | 459 | 2.46 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 61,728 | 35.89 | 1,497 | 36.12 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 14,305 | 0.00 | 347 | 0.00 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 67,573 | 95.72 | 1,639 | 96.17 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 228,020 | 2.67 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 75,207 | -12.17 | 1,824 | -12.06 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 32,684 | -9.21 | 793 | -9.07 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3,844 | -76.63 | 378 | -5.28 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 28,689 | -1.45 | 696 | -1.28 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 537,528 | 3.79 | 13,035 | 3.96 | ||||
| 2025-04-24 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 18,632 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 178,034 | 4,317 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 771,761 | 18,715 | 14.87 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 24,392 | 41.50 | 592 | 41.73 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 123,845 | 17.01 | 3,003 | 17.21 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 152,633 | 0.48 | 3,701 | 0.65 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 104,799 | 2.90 | 2,541 | 3.08 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 22,309 | 0.00 | 541 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 40,383 | 979 | -14.27 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 10,010 | 0.00 | 243 | 0.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 80,937 | -39.36 | 1,963 | -39.28 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 800 | 19 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 705,278 | -1.11 | 17,103 | -0.95 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 447 | -5.30 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 515 | 2.79 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1,327 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1,236,100 | 3.48 | 29,975 | 3.66 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 1,753,402 | 0.48 | 42,520 | 0.65 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 67,580 | 0.33 | 1,639 | 0.49 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10,801 | 262 | ||||||
| 2025-07-21 | 13F | Trust Co of Kansas | 15,808 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 221,224 | -2.11 | 5,365 | -1.96 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 10,094 | 0.06 | 244 | 0.41 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,231 | 30 | ||||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 404,576 | -0.83 | 9,811 | -0.67 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 170,879 | 0.72 | 4,139 | 0.75 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 71,073 | 6.25 | 1,719 | 6.18 | ||||
| 2025-04-22 | 13F | M3 Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 73,958 | 1,793 | -4.93 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 622,087 | -1.67 | 15,086 | -1.51 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 184,146 | 4,466 | ||||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 300,843 | 7,295 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 621 | 0.00 | 15 | 0.00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 273,274 | -1.98 | 6,627 | -1.82 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 31,833 | 0.03 | 772 | 0.13 | ||||
| 2025-04-21 | 13F | Roman Butler Fullerton & Co | 224 | 3.23 | ||||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 267 | -48.75 | 6 | -50.00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 249,673 | 6,055 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 673,805 | 0.30 | 16,340 | 0.46 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 17,674 | -4.94 | 429 | -4.89 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 103,708 | 13.60 | 2,515 | 13.76 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 10,575 | 0.00 | 256 | 0.00 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 275,397 | 0.62 | 6,678 | 0.78 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,414 | 196.66 | 131 | 197.73 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 573,374 | -1.30 | 13,904 | -1.14 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 107,124 | 3.26 | 2,598 | 3.42 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4,842 | 0.00 | 117 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 81,920 | 3.08 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23,807 | 6.53 | 577 | 6.65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 621 | 15 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,710,809 | 21.36 | 41,487 | 21.56 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 193 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,591 | 0.45 | 305 | 0.66 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6,255 | 0.16 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 11,989 | 1.78 | 291 | 1.75 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9,691 | 0.03 | 235 | 0.86 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 5,110 | 0.00 | 124 | 0.00 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 55,189 | 59.71 | 1,338 | 60.05 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3,041 | 40.98 | 74 | 40.38 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 1,061,738 | 2.01 | 25,747 | 2.18 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,372,710 | -35.75 | 33,287 | -35.66 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 89,813 | -1.96 | 2,178 | -1.80 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 711 | 0.00 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 76,039 | 13.99 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11,659 | 0.00 | 283 | 0.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 29,182 | -0.02 | 708 | 0.14 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 22,772 | 0.01 | 1 | |||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 49,280 | -75.32 | 1,195 | -75.27 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 106,575 | -33.48 | 2,584 | -33.37 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 50,008 | 1.13 | 1,213 | 1.25 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 574,305 | 3.48 | 13,927 | 3.65 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 520,027 | 12,611 | -17.67 | |||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 106,453 | -1.09 | 2,581 | -0.92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 410,121 | 3.52 | 9,945 | 3.69 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 131,761 | 2.68 | 3,195 | 2.87 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 81,086 | -6.25 | 1,966 | -6.07 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 219,505 | 7.70 | 5,323 | 7.86 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 1,073 | 0.00 | 26 | 4.00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26,000 | 0.00 | 630 | 0.16 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 22,097 | 0.00 | 536 | 0.19 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 18,876 | 0.00 | 458 | 0.22 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 235,185 | 2.19 | 5,703 | 2.35 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 166,410 | 7.20 | 4,035 | 7.37 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15,371 | -12.32 | 373 | -12.26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 755,162 | 9.53 | 18,313 | 9.71 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15,166 | 38.25 | 368 | 38.49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 723,145 | 19.91 | 17,536 | 20.11 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 97,075 | 2,354 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 689,186 | -33.35 | 16,713 | -33.24 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 32,343 | -0.06 | 784 | 0.13 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 621,930 | 324.14 | 15,082 | 324.82 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 24,460 | 0.17 | 593 | 0.34 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 2,932 | 183.29 | 71 | 184.00 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 33,252 | 2.62 | 806 | 2.81 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 13,389 | 1.06 | 325 | 1.25 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 135,898 | -5.68 | 3,296 | -5.53 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 153,720 | -38.67 | 3,728 | -38.58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 190,619 | 32.74 | 4,623 | 32.97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 759,301 | 116.02 | 18,352 | 115.68 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 41,020 | 0.29 | 995 | 0.40 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 31,572 | 0.00 | 766 | 0.13 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27,569 | 3.87 | 669 | 4.05 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179,185 | 2.56 | 4,345 | 2.74 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 178,281 | 21.98 | 4,323 | 22.19 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 53,421 | 0.72 | 1,295 | 0.86 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 450,515 | 0.00 | 10,925 | 0.17 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 77,532 | 13.50 | 1,880 | 13.73 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 41,097 | -0.85 | 997 | -0.70 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 84,492 | 13.67 | 2,049 | 13.84 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 818,441 | -1.24 | 19,847 | -1.08 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 53,582 | 10.60 | 1,299 | 10.84 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 26,550 | -0.97 | 644 | -0.92 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 109,648 | -13.83 | 2,659 | -13.70 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4,505 | -50.68 | 109 | -50.68 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 94,007 | -11.56 | 2,280 | -11.43 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 23,789 | 4.55 | 577 | 4.73 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 57,814 | 0.56 | 1,402 | 0.72 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 12,100 | 4.31 | 293 | 4.64 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,073 | 0.00 | 50 | 0.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13,333 | 1.21 | 323 | 1.57 | ||||
| 2025-08-27 | NP | Mason Capital Fund Trust - Fundamentals First ETF | 2,056 | 0.00 | 50 | 0.00 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 13,440 | 0.00 | 326 | 0.00 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1,129,662 | 2.84 | 27,394 | 3.02 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 60,812 | -20.78 | 1,475 | -20.67 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2,583 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 230,443 | 9.90 | 5,588 | 10.09 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 345,761 | 22.61 | 8,385 | 22.81 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 56,086 | 17.56 | 1,360 | 17.75 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 857,786 | -2.69 | 20,801 | -2.53 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 391,583 | 7.43 | 9,496 | 7.60 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 29,376 | -7.72 | 712 | -7.53 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 24,605 | 32.70 | 597 | 33.04 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 154,989 | -0.20 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 16,964 | 6.08 | 411 | 7.03 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 143,302 | 206.04 | 3,475 | 206.71 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 937,560 | 15.58 | 22,736 | 15.78 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 80,455 | -6.06 | 1,951 | -5.89 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 625 | 0.00 | 15 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 63,902 | 43.63 | 1,549 | 43.87 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 59,000 | 0.00 | 1,431 | 0.14 |
Other Listings
| MX:IBDR |
