Statistik Asas
| Pemilik Institusi | 784 total, 782 long only, 0 short only, 2 long/short - change of -2.96% MRQ |
| Purata Peruntukan Portfolio | 0.2285 % - change of -17.82% MRQ |
| Saham Institusi (Panjang) | 36,210,243 (ex 13D/G) - change of -3.61MM shares -9.06% MRQ |
| Nilai Institusi (Panjang) | $ 3,418,853 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares S&P Small-Cap 600 Value ETF (US:IJS) telah 784 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 36,210,243 saham. Pemegang saham terbesar termasuk Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Fmr Llc, UBS Group AG, LPL Financial LLC, Prime Capital Investment Advisors, LLC, Modera Wealth Management, LLC, Ameriprise Financial Inc, and Commonwealth Equity Services, Llc .
iShares Trust - iShares S&P Small-Cap 600 Value ETF (ARCA:IJS) 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 4, 2025 is 110.48 / share. Previously, on September 5, 2024, the share price was 104.32 / share. This represents an increase of 5.90% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
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Load All| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 4,130 | 3.53 | 411 | 5.67 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 193 | 0.00 | 19 | 11.76 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 11,333 | 20.28 | 1,130 | 23.39 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 3,842 | 0.00 | 382 | 2.14 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2,271 | -88.23 | 226 | -88.03 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1,397 | -26.94 | 139 | -25.81 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 79,329 | 5.37 | 7,774 | -4.88 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 64,518 | 52.86 | 6,419 | 56.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 14,319 | -14.01 | 1,425 | -12.26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 2,600 | -43.48 | 259 | -42.41 | |||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 3,102 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6,800 | 0.00 | 677 | 2.11 | |||
| 2025-07-16 | 13F | Signaturefd, Llc | 225 | 0.00 | 22 | 4.76 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2,363 | 0.17 | 235 | 2.62 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 246 | 24 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 8,757 | -87.77 | 871 | -87.52 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 24,112 | 17.58 | 2,399 | 19.96 | ||||
| 2025-05-09 | 13F | Commonwealth Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 171 | 0.00 | 17 | 0.00 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 1,164 | -3.96 | 116 | -2.54 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4,243 | 0.00 | 422 | 2.18 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,138 | 0.00 | 611 | 2.01 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 4,830 | -10.32 | 481 | -8.57 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,236 | -22.95 | 521 | -21.45 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 77,392 | -0.69 | 7,700 | 1.36 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 28,927 | -22.37 | 2,878 | -20.79 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11,397 | -5.11 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 10,458 | 3.02 | 1,040 | 5.16 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 4,533 | -30.04 | 451 | -28.68 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 532 | 0.00 | 53 | 1.96 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 273,704 | -35.14 | 28,405 | -30.95 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,198 | 0.00 | 117 | -10.77 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 6,305 | -3.01 | 615 | -12.66 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 6,245 | -21.54 | 621 | -19.87 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 2,292 | 0.00 | 228 | 2.24 | ||||
| 2025-04-28 | 13F | Principal Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 2,788 | 0.00 | 277 | 2.21 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 290,218 | -1.87 | 28,874 | 0.16 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 10,251 | 0.00 | 1,020 | 2.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36,961 | -15.65 | 4 | -25.00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 22,627 | -0.84 | 2,251 | 1.21 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 11,952 | 108.37 | 1,189 | 112.70 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 200 | 0.00 | 20 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 151,569 | -5.80 | 15,080 | -3.86 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7,256 | -2.62 | 722 | -0.69 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 8,787 | 874 | ||||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 22,282 | 1.98 | 2,217 | 4.09 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 5,266 | 0.00 | 524 | 1.95 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 4,911 | 0.00 | 489 | 2.09 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 280 | 28 | ||||||
| 2025-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 280 | 0.36 | 28 | 0.00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3,962 | 0.00 | 0 | |||||
| 2025-05-14 | 13F | Islay Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 10,872 | -0.04 | 1,082 | 1.98 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 5,990 | 0.00 | 596 | 2.06 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 3,085 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 820 | 0.00 | 82 | 2.53 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 3,506 | -2.77 | 349 | -0.85 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2,616 | -1.84 | 260 | 0.39 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 11,046 | -8.30 | 1,099 | -6.47 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 342,838 | 2.73 | 34,109 | 4.85 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,561 | 37.29 | 155 | 40.91 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4,707 | 5.97 | 468 | 8.08 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 4,630 | 26.68 | 461 | 29.21 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 654,365 | -4.87 | 65 | -2.99 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 43,914 | -0.62 | 4,369 | 1.42 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 54,054 | 5.50 | 5,378 | 7.67 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 3,314 | -20.76 | 330 | -19.16 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 33 | 3 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 139,916 | -9.47 | 13,920 | -7.60 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 61,394 | 6,108 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5,632 | 560 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 4,139 | 10.14 | 412 | 12.30 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 78 | -83.54 | 8 | -84.78 | ||||
| 2025-08-12 | 13F | Close Asset Management Ltd | 6,201 | 0.00 | 1 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-10 | 13F | Watershed Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10,619 | 111.79 | 1,057 | 116.39 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 7,409 | -2.09 | 737 | 0.00 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 87 | 0.00 | 9 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,736 | -26.64 | 969 | -25.12 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 7,816 | 8.92 | 798 | 22.62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5,821 | 0.00 | 579 | 2.12 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 300,861 | 6.84 | 30 | 7.41 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 18 | 2 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10,339 | -15.11 | 1,029 | -13.40 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 4,250 | -2.63 | 0 | |||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 1,282 | -28.06 | 128 | -26.59 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2,862 | 0.00 | 285 | 2.16 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 694 | 0.00 | 69 | 2.99 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 52 | 0.00 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 191 | 0.00 | 19 | 5.56 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5,570 | -5.09 | 554 | -3.15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14,657 | -76.28 | 1,458 | -75.79 | ||||
| 2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 66,500 | 2.53 | 6,616 | 4.65 | ||||
| 2025-07-17 | 13F | City Holding Co | 13,955 | 0.00 | 1,388 | 2.06 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 618 | 0.00 | 61 | 1.67 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2,013 | 203 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 613 | 0.82 | 61 | 1.69 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2,785 | 1,533 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 590,875 | -9.92 | 58,786 | -8.06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 655 | -29.04 | 65 | -26.97 | ||||
| 2025-04-10 | 13F | Granite Bay Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 19,839 | 11.62 | 1,974 | 13.91 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 3,351 | -8.39 | 333 | -6.46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 339,292 | -18.62 | 33,756 | -16.94 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 2,453 | 0.00 | 250 | 4.18 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 2,164 | 0.00 | 215 | 2.38 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 26,520 | 4.12 | 2,638 | 6.29 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 9,329 | -0.55 | 928 | 1.53 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 2,697 | 268 | ||||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 300 | 0.00 | 30 | 0.00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 198 | -16.46 | 20 | -17.39 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 60 | 0.00 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 2,113 | -0.89 | 210 | 0.97 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 21,511 | 4.52 | 2,140 | 6.68 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 3,272 | 0.43 | 326 | 2.52 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 4,291 | 0.00 | 427 | 1.91 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 2,596 | 0.00 | 258 | 1.98 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 15,825 | -1.25 | 1,574 | 0.77 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 318 | 0.00 | 32 | 3.33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5,621 | -80.30 | 559 | -79.90 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 58,986 | 3.89 | 5,869 | 6.04 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 44 | 1,366.67 | 4 | |||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 2,149 | -3.63 | 214 | -1.84 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 10,119 | 1.50 | 1,007 | 3.60 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 370 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 5,348 | -5.78 | 532 | -3.80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 72,802 | 18.07 | 7,243 | 20.52 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 45,036 | 3.34 | 4,481 | 5.46 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 929,734 | 7.47 | 92,499 | 9.69 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2,305 | 0.22 | 225 | -10.04 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 4,156 | 0.39 | 413 | 2.48 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3,713 | -0.13 | 369 | 1.93 | ||||
| 2025-05-07 | 13F | Brandywine Oak Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3,573 | 3.27 | 355 | 5.34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26,761 | 2,662 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 11,108 | -2.80 | 1,105 | -0.81 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 76,613 | -0.44 | 7,622 | 1.61 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2,458 | 0.00 | 245 | 2.09 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 3,239 | -1.25 | 322 | 0.94 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 36,169 | -0.07 | 3,598 | 1.98 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 2,098 | -4.72 | 209 | -2.80 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 262,539 | -14.05 | 26,120 | -12.28 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 94 | 0.00 | 9 | 0.00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 52 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 378,421 | 0.25 | 37,649 | 2.32 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,021 | -1.11 | 301 | 1.01 | ||||
| 2025-05-09 | 13F | Acima Private Wealth, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 2,576 | 0.00 | 256 | 1.99 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3,133 | -3.42 | 312 | -1.58 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5,510 | -6.48 | 548 | -4.53 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 444 | 0.00 | 44 | 2.33 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 21,307 | -16.11 | 2,120 | -14.38 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 34,337 | 4.33 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 37,061 | -4.67 | 3,687 | -2.69 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 83,379 | 0.59 | 8,128 | -9.72 | ||||
| 2025-08-08 | 13F | Renasant Bank | 9,827 | -4.58 | 978 | -2.59 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 31,215 | -2.32 | 3,106 | -0.32 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 159,133 | 7.02 | 15,832 | 9.23 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5,512 | 6.88 | 548 | 9.16 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 40,636 | 0.10 | 4,043 | 2.15 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 14,350 | 0.01 | 1,428 | 2.07 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 494,648 | -66.41 | 49,213 | -65.72 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 67,222 | -0.79 | 7,077 | 13.03 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 244 | 0.00 | 24 | 4.35 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 567 | 0.00 | 56 | 1.82 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | St. Louis Trust Co | 20,020 | -43.83 | 1,992 | -42.69 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,187 | -21.75 | 417 | -28.40 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 5,864 | -1.35 | 583 | 0.69 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 5,580 | 0.27 | 555 | 2.40 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1,781 | -0.84 | 177 | 1.14 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 88,133 | -0.82 | 8,768 | 1.22 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 129,257 | -1.71 | 12,860 | 0.32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,221 | 21.54 | 420 | 23.96 | ||||
| 2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 55,947 | 3.55 | 5,566 | 11.52 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 317 | 0.00 | 32 | 3.33 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 3,528 | 0.00 | 351 | 2.33 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 118 | 0.00 | 12 | 10.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 11,738 | 1,168 | ||||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 22,814 | 5.13 | 2,270 | 7.28 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 358 | 0.56 | 36 | 2.94 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6,661 | -13.54 | 663 | -11.73 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 3,466 | 0.00 | 345 | 2.08 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 91,876 | -16.56 | 9,141 | -14.84 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 550 | 0.00 | 55 | -8.47 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25,361 | 510.37 | 2,523 | 522.96 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 168 | 0.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 4,247 | 0.00 | 423 | 2.18 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 8,834 | 86.61 | 879 | 90.46 | ||||
| 2025-04-16 | 13F | Destiny Capital Corp/CO | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 224 | 0.00 | 23 | 4.76 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 53,831 | 8.78 | 5,356 | 11.03 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 4,395 | -0.43 | 437 | 1.63 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 89,359 | 0.83 | 8,890 | 2.92 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,255 | 0.00 | 125 | 1.64 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 2,200 | 0.00 | 219 | 1.87 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 5,340 | 0.00 | 531 | 7.71 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 531,818 | 15.78 | 52,911 | 18.17 | ||||
| 2025-04-22 | 13F | Petra Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 18,319 | 13.36 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 42,259 | 6.18 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 3,968 | 0.00 | 395 | 2.07 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8,400 | -23.62 | 836 | -22.11 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 4,567 | 9.89 | 454 | 12.10 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 9,581 | -15.93 | 953 | -14.14 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 46,224 | -9.31 | 4,599 | -7.45 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4,898 | 487 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,728 | 0.00 | 470 | 2.17 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 9,800 | 0.00 | 975 | 2.09 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 60,806 | 15.10 | 6,050 | 17.48 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 51,045 | -4.68 | 5,078 | -2.72 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 563 | 7.65 | 56 | 12.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3,944 | -23.18 | 392 | -21.60 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1,549 | 283.42 | 154 | 294.87 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,649 | -5.76 | 463 | -3.75 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 21,263 | -15.78 | 2,115 | -14.06 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 6,000 | 0.00 | 597 | 2.05 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 66 | 0.00 | 7 | 0.00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 5,795 | 125.49 | 577 | 130.40 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 33,686 | -22.31 | 3 | -25.00 | ||||
| 2025-05-07 | 13F | Bellwether Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 325,179 | -0.69 | 32,353 | 1.36 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 4,500 | -1.29 | 448 | 0.68 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 114 | -46.48 | 11 | -45.00 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1,173 | 0.00 | 117 | 1.75 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 5,200 | 0.15 | 517 | 2.17 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 22,936 | -0.09 | 2,282 | 1.97 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1,330 | -1.99 | 132 | 0.00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 297 | 0.34 | 30 | 3.57 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 72,086 | -1.47 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 3,257 | -1.33 | 324 | 0.93 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 488 | 0.62 | 49 | 2.13 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 14,148 | 0.00 | 1,408 | 2.03 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 12,582 | -10.54 | 1,252 | -8.69 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 31,000 | 40.91 | 3,084 | 43.84 | ||||
| 2025-05-30 | NP | New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES | 1,500 | 146 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3,084 | -4.04 | 307 | -2.24 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 22 | -97.61 | 2 | -97.75 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8,468 | 1.04 | 842 | 3.19 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 1,797 | -32.67 | 179 | -31.54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 672,573 | -27.07 | 66,913 | -25.58 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2,978 | 2.51 | 296 | 4.59 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 172,767 | -0.46 | 17,189 | 1.60 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 2,646 | -2.86 | 263 | -0.75 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 310 | 0.00 | 31 | 0.00 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 4,075 | -11.12 | 405 | -9.19 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 25,887 | -3.26 | 2,575 | -1.27 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2,818 | 0.07 | 280 | 11.11 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 43,940 | 0.00 | 4,372 | 2.05 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 111 | -3.48 | 11 | 0.00 | ||||
| 2025-07-02 | 13F | InvesTrust | 30,426 | -3.22 | 3,027 | -1.21 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20,257 | -11.81 | 2,015 | -19.21 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 150 | 0.00 | 15 | 0.00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 972 | 0.00 | 97 | 2.13 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 2,479 | 1.89 | 247 | 3.80 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 5,169 | 0.00 | 514 | 2.19 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,203 | 0.00 | 120 | 1.71 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,115 | -12.55 | 111 | -11.29 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 90 | 0.00 | 9 | 0.00 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 4,100 | 0.32 | 400 | -11.53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 264,124 | -9.00 | 26,278 | -7.13 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 45,102 | -18.16 | 4,487 | -16.47 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 5,970 | 0.00 | 594 | 2.07 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 70,990 | 10.35 | 7,063 | 12.63 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 955 | 0.00 | 95 | 2.15 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 100 | -74.87 | 10 | -76.32 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 42 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 10,488 | -1.64 | 1,043 | 0.38 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 14,156 | 0.00 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,601 | 0.00 | 358 | 1.99 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4,872 | 485 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Conning Inc. | 5,041 | 0.00 | 502 | 2.04 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 6,912 | -0.33 | 688 | 1.78 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 380 | 512.90 | 38 | 516.67 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8,787 | 874 | ||||||
| 2025-04-23 | 13F | Mill Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 65,120 | -17.62 | 6,479 | -15.92 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 216,588 | 1.19 | 21,548 | 3.27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 105,200 | 1.14 | 10,466 | 3.24 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 90 | 0.00 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,385 | 0.14 | 138 | 2.24 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 11,947 | -3.80 | 1,217 | 0.58 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 430 | 0.00 | 0 | |||||
| 2025-04-11 | 13F | Perkins Coie Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 102,728 | 10 | ||||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 4,370 | 0.32 | 435 | 2.36 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,797 | 6.27 | 184 | 10.91 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 7,900 | 0.00 | 786 | 1.95 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,085 | -10.48 | 207 | -8.81 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4,717 | 116.38 | 469 | 121.23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,004 | -23.70 | 498 | -25.38 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 20,105 | -11.80 | 2,000 | -9.99 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 93,458 | 6.39 | 9,298 | 8.58 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 81,403 | -3.99 | 8,099 | -2.01 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,000 | 0.00 | 204 | 4.10 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 175 | 0.00 | 17 | 0.00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3,598 | -1.02 | 358 | 0.85 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21,765 | 0.60 | 2,165 | 2.66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 550 | -42.65 | 55 | -41.94 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 24,285 | -11.46 | 2,416 | -9.61 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 2,453 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 2,881 | -94.88 | 287 | -94.79 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 6,270 | 0.00 | 624 | 1.96 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 9,073 | 3.67 | 903 | 5.74 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 8,890 | -5.67 | 884 | -3.70 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 332 | 0.00 | 33 | 3.13 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 180,975 | 0.91 | 18,005 | 2.99 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 595,125 | -8.73 | 59,209 | -6.84 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 33,691 | -50.20 | 3,352 | -49.19 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 9,845 | 0.00 | 979 | 2.09 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2,434 | 1.67 | 242 | 3.86 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 51,066 | 1,674.97 | 5,081 | 1,714.29 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 114 | 0.00 | 11 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 81,195 | -10.54 | 8,078 | -8.69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 319 | -98.10 | 32 | -98.10 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2,188 | 2.53 | 218 | 4.83 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 4,336 | 0.00 | 431 | 2.13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,794 | 1.45 | 1,074 | 3.77 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 2,122 | 211 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1,271 | 0.00 | 126 | 2.44 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 15,470 | 6.34 | 1,539 | 8.53 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 35,560 | -4.13 | 3,538 | -2.16 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1,323 | -22.72 | 132 | -21.08 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 15,346 | -6.90 | 1,527 | -4.98 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 29,713 | 3.36 | 3,011 | 7.46 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 37,486 | -11.62 | 3,730 | -9.80 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5,672 | -6.40 | 564 | -4.41 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 108,548 | 684.93 | 10,799 | 701.11 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 350 | 0.00 | 35 | 0.00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,250 | 124 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 953 | 14.41 | 95 | 16.05 | ||||
| 2025-04-01 | 13F | Trust Co of the South | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 20,842 | 1.79 | 2,074 | 3.86 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 19,155 | -4.12 | 1,988 | 12.20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,531 | 0.13 | 152 | 2.01 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 112,540 | 11.30 | 11,197 | 13.60 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 8,712 | 0.00 | 867 | 2.00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 21,047 | -0.72 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 141,373 | -5.18 | 14,065 | -3.23 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 57,209 | 7.45 | 5,557 | 5.77 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 8,387 | 5.06 | 834 | 7.20 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6,246 | 621 | ||||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 52,954 | 91.79 | 5,268 | 95.76 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 7 | -88.14 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,760 | 64.15 | 573 | 67.54 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 4,284 | 0.00 | 426 | 2.16 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7,979 | 0.00 | 828 | 19.31 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | Cim, Llc | 2,404 | -24.57 | 239 | -22.90 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 276,415 | -4.00 | 27,501 | -2.02 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 145,095 | -13.12 | 14,435 | -11.32 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 9,492 | 944 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 9,496 | 0.00 | 945 | 2.05 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3,902 | -35.72 | 388 | -34.35 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 2,250 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Kendall Capital Management | 6,229 | 8.48 | 620 | 10.73 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26,993 | -41.37 | 2,686 | -40.25 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 3,810 | -3.40 | 379 | -1.30 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 36,835 | 5.70 | 3,665 | 7.89 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5,202 | 51.97 | 518 | 55.26 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 75,954 | 3.70 | 7,557 | 5.84 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 55,654 | 6.85 | 6 | 0.00 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 8,702 | -2.09 | 866 | -0.12 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 19,131 | 56.89 | 1,903 | 60.19 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 | -85.71 | 0 | |||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 8,250 | 0.01 | 821 | 1.99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,201 | 30.12 | 119 | 33.71 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 436 | 0.00 | 45 | 4.76 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 400 | 0.00 | 40 | 2.63 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3,196 | -13.32 | 318 | -11.70 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3,032 | 0.00 | 302 | 2.03 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 4,803 | 7.76 | 478 | 9.91 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 48,956 | -16.64 | 4,871 | -14.93 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3,807 | 0.26 | 379 | 2.16 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 44,963 | 70.31 | 4,473 | 73.84 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6,025 | 912.61 | 599 | 932.76 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 19,460 | -1.82 | 1,936 | 0.21 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 28,765 | -6.45 | 2,862 | -4.54 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 46,194 | -0.51 | 5 | 0.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,176 | 0.00 | 117 | 2.63 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4,716 | -1.07 | 469 | 1.08 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 13,799 | -1.46 | 1,373 | 0.51 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 47,151 | -8.54 | 4,691 | -6.65 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 26,076 | -2.22 | 2,594 | -0.19 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 20,900 | 0.00 | 2,079 | 2.06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,300 | 229 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 100,776 | 0.68 | 10,026 | 2.76 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 6,635 | 0.00 | 660 | 2.17 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3,059 | -3.84 | 304 | -1.94 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2,702 | 0.00 | 269 | 1.90 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 659 | 0.00 | 66 | 1.56 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 13,243 | 11.33 | 1,318 | 13.63 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 59,309 | -7.47 | 5,901 | -5.55 | ||||
| 2025-04-25 | 13F | Amara Financial, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 43,141 | -24.32 | 4,292 | -22.75 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2,762 | 0.04 | 275 | 1.86 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 2,030 | 202 | ||||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 11,065 | -9.95 | 1,101 | -8.10 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 10,080 | 0.00 | 1,003 | 2.04 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 26,671 | 59.98 | 2,654 | 63.26 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 7,120 | -48.55 | 708 | -47.48 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 923 | -15.78 | 92 | -14.15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 72,716 | 0.38 | 7,234 | 2.45 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 22,132 | 6.66 | 2,202 | 8.85 | ||||
| 2025-05-15 | 13F | Aprio Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 9,729 | -1.39 | 1,048 | 15.31 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,250 | 0.00 | 124 | 2.48 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 53,282 | 4.28 | 5,301 | 6.45 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 50,431 | 1.43 | 5,017 | 3.53 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 30,599 | -11.46 | 3,044 | -9.65 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 6,090 | 0.43 | 606 | 2.37 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 38,774 | -14.85 | 3,858 | -13.09 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 604 | 0.00 | 60 | 3.45 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 124 | 12 | ||||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 8,633 | 0.00 | 859 | 2.02 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4,163 | -10.20 | 414 | -8.20 | ||||
| 2025-04-30 | 13F | Sharper & Granite LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 60 | 0.00 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 21,384 | -13.59 | 2,127 | -11.82 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 450 | 0.00 | 45 | 2.33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 132 | 0.00 | 13 | 8.33 | ||||
| 2025-07-15 | 13F | Home Federal Bank Of Tennessee | 84,378 | 0.43 | 8,395 | 2.49 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 6,890 | 0.00 | 685 | 2.09 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 2,945 | 0.00 | 293 | 1.74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 189,520 | -13.06 | 18,855 | -11.27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36,520 | 1.51 | 3,633 | 3.59 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 211 | -50.00 | 21 | -48.78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,151,037 | -50.24 | 114,517 | -49.21 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 43,758 | 5.56 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 26 | 0.00 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 71,867 | -12.65 | 7,150 | -10.85 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 9,443 | -1.34 | 964 | 3.33 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8,892 | -9.29 | 885 | -7.43 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Vivaldi Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,220 | -0.17 | 818 | 1.87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 25,117 | 4.65 | 2,499 | 6.80 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 24,223 | 2.68 | 2,410 | 4.78 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 14,281 | -0.52 | 1,421 | 1.50 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 45,035 | 4.93 | 4,481 | 7.13 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 865 | 0.00 | 86 | 2.38 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 4,746 | -0.15 | 472 | 1.94 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 80,671 | 8,026 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 3,169 | -39.64 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2,050 | 204 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1,058 | -25.81 | 105 | -24.46 | ||||
| 2025-05-13 | 13F | Journey Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | M1 Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 3,325 | 0.00 | 324 | -10.25 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11,046 | 0.72 | 1,099 | 2.71 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 150 | -25.00 | 15 | -26.32 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 6,118 | -9.47 | 609 | -7.60 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 3,376 | -27.85 | 336 | -26.54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 90 | 0.00 | 9 | 0.00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 2,649 | -4.71 | 264 | 3.14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 27,449 | 113.96 | 2,731 | 118.40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6,887 | -0.23 | 685 | 1.93 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 5,424 | 0.43 | 540 | 2.47 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 29,481 | 306.80 | 2,933 | 315.44 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5,594 | 6.74 | 557 | 9.02 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,867 | 0.43 | 186 | 2.21 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 18,402 | 0.00 | 1,831 | 2.06 | ||||
| 2025-04-24 | 13F | Jeppson Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 79,431 | 25.67 | 7,903 | 28.26 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 3,324 | -1.39 | 331 | 0.61 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 691 | 0.00 | 69 | 1.49 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 40,021 | -1.17 | 3,982 | 0.86 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 44 | -63.93 | 4 | -63.64 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 4,784 | -3.28 | 476 | -1.45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 62,927 | -3.24 | 6,261 | 5.16 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 15,303 | -3.59 | 1,523 | -1.62 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 20,266 | 2.22 | 2,016 | 4.35 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 2,763 | 3.83 | 275 | 5.79 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 146,374 | 12.11 | 14,563 | 14.42 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 114 | 0 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 6,848 | -0.32 | 681 | 1.79 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 25,611 | 0.00 | 2,548 | 2.08 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 2,330 | -10.56 | 232 | -8.70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 4,121 | -2.42 | 410 | -0.49 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42,541 | -5.76 | 4,232 | -3.82 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 8,436 | -19.08 | 839 | -17.42 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 2,469 | -44.52 | 241 | -50.31 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 4,862 | 0.02 | 484 | 2.11 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 4,322 | 0.02 | 430 | 2.14 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 335 | 33 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 150 | 0.00 | 15 | 0.00 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,349 | 12.79 | 1,157 | 32.11 | ||||
| 2025-04-29 | 13F | Sharp Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 10,706 | 0.00 | 1,163 | 0.00 | ||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 480 | -0.21 | 48 | 2.17 | ||||
| 2025-05-06 | 13F | Benningfield Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 2,896 | 0.38 | 288 | 2.49 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 9,333 | 1.07 | 929 | 3.11 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35,936 | -10.44 | 3,575 | -8.59 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1,538 | 0.00 | 153 | 2.68 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 55,065 | -18.96 | 5,478 | -17.29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3,565 | -94.54 | 355 | -94.44 | ||||
| 2025-05-05 | 13F | Foundry Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 39,692 | -28.36 | 3,949 | -26.89 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 52 | 0.00 | 5 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45,601 | 5.34 | 4,599 | 9.01 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 2,264 | 7.10 | 225 | 9.22 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 9,761 | 12.29 | 971 | 14.64 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 750 | -31.19 | 75 | -30.19 | ||||
| 2025-08-07 | 13F | Nwam Llc | 18,153 | 1.57 | 1,850 | 6.20 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 8,350 | 286.04 | 831 | 295.24 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 61 | 0.00 | 6 | 20.00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4,193 | -1.92 | 417 | 0.24 | ||||
| 2025-05-07 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 522 | -11.97 | 52 | -10.53 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 52,385 | -3.52 | 5,212 | -1.55 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6,187 | 616 | ||||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 3,538 | -36.63 | 352 | -35.48 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 14,011 | 0.07 | 1,394 | 2.13 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,456 | -3.43 | 742 | -1.46 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 3,495 | 348 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5,546 | 2.51 | 552 | 4.55 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 724 | 8.38 | 72 | 10.77 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 43,706 | 8.68 | 4,348 | 10.92 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 984 | 0.00 | 98 | 2.11 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2,840 | -6.33 | 283 | -4.41 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6,061 | 8.12 | 603 | 10.44 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 7,896 | 786 | ||||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 32,068 | 5.40 | 3,190 | 7.59 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 10,069 | -2.52 | 1,002 | -0.50 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 12,950 | -13.26 | 1,288 | -11.48 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 12,919 | 1.25 | 1,285 | 3.38 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 5,043 | 0.00 | 502 | 2.04 | ||||
| 2025-08-13 | 13F | Systematic Financial Management Lp | 5 | 25.00 | 0 | |||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 13 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 1,547 | 154 | ||||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 526 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 2,196 | 218 | ||||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 144 | 0.00 | 14 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 225,907 | 342,183.33 | 22,478 | 374,533.33 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,031 | 5.25 | 501 | 7.53 | ||||
| 2025-08-08 | 13F | King Wealth | 14,754 | -2.53 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3,260 | -16.60 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 501 | 14.65 | 50 | 16.67 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 205 | -13.87 | ||||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 7,328 | -2.36 | 729 | -0.27 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 3,485 | -16.45 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 117,868 | 9,846.67 | 1 | -99.13 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 3,584 | 0.31 | 357 | 2.30 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 16,861 | 8.88 | 1,677 | 11.13 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2,560 | -51.14 | 255 | -50.20 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13,117 | -33.80 | 1,305 | -32.42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 6,914 | 5.27 | 717 | 24.48 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 79,860 | -2.21 | 7,945 | -0.19 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 2,583 | 281 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 9,572 | -0.30 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 96,518 | -46.12 | 9,603 | -45.01 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 248,243 | 2.17 | 24,698 | 4.28 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 45,801 | -52.57 | 4,557 | -51.59 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 5,037 | -5.74 | 501 | -3.65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,264,442 | 1.28 | 324,779 | 3.37 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 63,178 | 0.95 | 6,557 | 7.48 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 2,257 | 1.44 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 289 | -19.94 | 29 | -20.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 17,718 | 2 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 25,036 | 1.17 | 2,491 | 3.23 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 371,916 | -12.49 | 37,002 | -10.68 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 237 | -9.54 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 849,875 | 19.59 | 84,554 | 22.05 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 43,363 | -56.24 | 4,314 | -55.33 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 268 | 0.00 | 27 | 0.00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7,227 | 46.38 | 719 | 49.48 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 148,729 | 52.65 | 14,797 | 55.81 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1,151 | -18.71 | 115 | -17.39 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 33 | 3.12 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 12,905 | 0.00 | 1,284 | 2.07 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 3,230 | 53.96 | 321 | 57.35 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 14,678 | 1.99 | 1,460 | 4.14 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 86 | 0.00 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 7,031 | 7.56 | 716 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 19 | 0.00 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 10,881 | -8.88 | 1,083 | -7.04 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 9,486 | 4.75 | 944 | 6.92 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7,441 | -2.52 | 740 | -0.54 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 8,237 | -20.03 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 72,511 | -43.88 | 7,214 | -42.72 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 3,243 | 2.34 | 323 | 4.55 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 36,419 | -7.64 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,194 | 0.19 | 616 | 2.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6,200 | -29.55 | 617 | -28.12 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56,659 | 25.35 | 5,637 | 27.94 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8,999 | -23.11 | 895 | -21.49 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 18,116 | 0.67 | 1,802 | 2.74 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 3,530 | 0.00 | 351 | 2.03 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 81 | 0.00 | 8 | 14.29 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 40,831 | -0.31 | 4,062 | 1.60 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Old National Bancorp /in/ | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Everest Management Corp. | 10,283 | 0.00 | 1,023 | 2.10 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 2,189 | -26.64 | 218 | -25.17 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 23,613 | 2,349 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5,957 | 1.19 | 593 | 3.32 | ||||
| 2025-05-08 | 13F | Cordatus Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 415 | 0.24 | 41 | 2.50 | ||||
| 2025-04-22 | 13F | Register Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 20,784 | 50.13 | 2,068 | 53.22 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5,475 | 0.83 | 545 | 2.84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 198,678 | 0.07 | 19,767 | 2.13 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 608 | 0.00 | 60 | 1.69 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 2,540 | -1.01 | 253 | 0.80 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,628 | -23.07 | 482 | -12.39 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 35,050 | 1.11 | 3,487 | -7.36 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 15,921 | -0.91 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 7,590 | -16.55 | 755 | -14.79 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 40,219 | 1.65 | 4,001 | 3.76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,564,530 | 3.08 | 354,635 | 5.21 | ||||
| 2025-05-12 | 13F | First Western Trust Bank | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2,100 | 0.00 | 209 | 1.96 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 2,481 | -57.06 | 247 | -56.31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,461 | -77.82 | 444 | -77.40 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,182 | 715 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3,806 | 0.00 | 379 | 2.16 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,765 | -0.43 | 275 | 1.85 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1,260 | 0.00 | 125 | 2.46 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 46,212 | -1.06 | 4,777 | 4.94 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 3,309 | 0.03 | 329 | 2.17 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 37,150 | 60.85 | 3,696 | 64.19 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 25,487 | -5.33 | 2,536 | -3.39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 225,686 | -8.18 | 22,454 | -6.29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 103,510 | -5.38 | 10 | 0.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 29,363 | -26.77 | 2,921 | -25.26 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 80,647 | 0.71 | 8,024 | 2.78 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 293 | -3.62 | 29 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 49,061 | 709.59 | 4,881 | 724.49 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 120 | 0.00 | 12 | 0.00 | ||||
| 2025-08-28 | NP | VYSVX - Vericimetry U.S. Small Cap Value Fund | 2,010 | 0.00 | 200 | 2.05 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 2,304 | 0.00 | 229 | 2.23 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,876 | 6.47 | 187 | 8.77 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 5,014 | -1.96 | 499 | 0.00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 11,833 | -15.97 | 1,177 | -14.21 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 394 | 0.00 | 38 | -9.52 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 12,780 | 0.17 | 1,272 | 2.25 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 300 | 0.00 | 30 | 0.00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7,872 | -1.25 | 783 | 0.77 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,408 | -0.73 | 339 | 1.50 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 28,125 | -6.52 | 2,798 | -4.57 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 9,660 | -6.73 | 961 | -4.76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 165,946 | -23.42 | 16,526 | -21.83 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 8,644 | -9.32 | 860 | -7.53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 39,473 | -0.11 | 3,927 | 1.95 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 2,614 | 260 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 855,227 | -3.47 | 85,087 | -1.48 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13,151 | 374.94 | 1 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 67,174 | -13.17 | 6,683 | -11.38 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 2,155 | 0.05 | 214 | 1.90 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 533 | 0.00 | 53 | 3.92 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 15,376 | -1.78 | 1,533 | 0.72 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 21,620 | 0.00 | 2,151 | 2.04 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 180 | 0.00 | 18 | -10.53 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 52,240 | -1.16 | 5,197 | 0.87 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 3,576 | 0.06 | 356 | 2.01 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16,344 | 63.11 | 1,626 | 66.60 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 199,510 | -2.16 | 19,849 | -0.14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,307 | 0.00 | 130 | 2.36 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 12,773 | -6.47 | 1,271 | -4.51 | ||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 14,748 | -1.01 | 1,467 | 1.03 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 221,205 | 17.55 | 22,008 | 19.97 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 45,418 | 0.00 | 4,519 | 2.06 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 2,573 | -9.11 | 256 | -7.27 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 5,527 | 3.62 | 550 | 5.78 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,441 | -11.27 | 243 | -9.70 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 18,603 | 0.06 | 1,851 | 2.10 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,440 | -10.33 | 243 | -8.68 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3,585 | 8.31 |
Other Listings
| MX:IJS |
