Statistik Asas
| Pemilik Institusi | 332 total, 331 long only, 0 short only, 1 long/short - change of 2.77% MRQ |
| Purata Peruntukan Portfolio | 0.3185 % - change of -17.35% MRQ |
| Saham Institusi (Panjang) | 45,600,883 (ex 13D/G) - change of -1.28MM shares -2.73% MRQ |
| Nilai Institusi (Panjang) | $ 4,827,772 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares Global 100 ETF (US:IOO) telah 332 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 45,600,883 saham. Pemegang saham terbesar termasuk BlackRock, Inc., Northwestern Mutual Wealth Management Co, Annex Advisory Services, LLC, Amplius Wealth Advisors, LLC, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, Envestnet Asset Management Inc, and UBS Group AG .
iShares Trust - iShares Global 100 ETF (ARCA:IOO) 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 116.02 / share. Previously, on September 5, 2024, the share price was 94.77 / share. This represents an increase of 22.42% 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 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | BlackRock, Inc. | 24,932,243 | 27,384,813 | 9.84 | 44.70 | 4.44 |
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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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 3,388 | 41.05 | 364 | 55.56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,681 | 0.00 | 181 | 13.84 | ||||
| 2025-08-13 | 13F | Capital International Investors | 18,604 | -31.39 | 2,001 | -23.31 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 6,052 | 31.37 | 652 | 47.18 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5,133 | 1.64 | 553 | 13.79 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 200 | 0.00 | 19 | -5.00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,838 | 0.71 | 198 | 13.14 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 102,854 | 31.86 | 11,089 | 47.64 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,786 | -0.04 | 1,163 | 11.95 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,988 | 2.00 | 1,077 | 14.23 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 14,926 | -3.72 | 1,609 | 7.84 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11,059 | 1,192 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 9,206 | -7.39 | 993 | 3.66 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9,384 | 0.07 | 1,012 | 12.08 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 1,550 | 167 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 51 | 0.00 | 6 | 25.00 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2,947 | 0.00 | 323 | 14.13 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 133,147 | 1.70 | 14,355 | 13.87 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3,904 | -42.00 | 421 | -35.19 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 745 | -31.96 | 80 | -23.81 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Sfm, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11,567 | 10.35 | 1,247 | 23.59 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10,172 | -18.23 | 1,138 | -5.72 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5,106 | 0.00 | 550 | 12.02 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 93,779 | 2.90 | 10,110 | 15.21 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 29,970 | -92.32 | 3,231 | -91.40 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10,775 | 60.10 | 1,162 | 79.17 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84,254 | -29.76 | 9 | -18.18 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 275,466 | -39.51 | 29,702 | -32.46 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3,350 | -8.19 | 361 | 2.85 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10,572 | 0.00 | 1,140 | 12.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,901 | -2.54 | 852 | 9.10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 146,056 | -0.84 | 15,964 | 12.56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 180,405 | -7.94 | 19 | 5.56 | ||||
| 2025-05-06 | 13F | Ignite Planners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 27,906 | -51.54 | 3,009 | -45.75 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2,359 | 0.00 | 254 | 11.89 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3,024 | -43.72 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12,650 | 5.89 | 1,364 | 18.52 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 50,415 | -0.98 | 5 | 25.00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 12,786 | -2.18 | 1,378 | 9.54 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 | 0.00 | 45 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 67,016 | -0.78 | 7,207 | 10.91 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 136,777 | 8.15 | 14,746 | 21.09 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 845 | 0.00 | 91 | 12.35 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 704 | 76 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 106,283 | -12.02 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 364,458 | -0.12 | 39,292 | 11.83 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 657 | 0.61 | 75 | 17.46 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 140 | 141.38 | 15 | 200.00 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 12,770 | 0.00 | 1,377 | 11.96 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3,513 | 0.69 | 379 | 12.84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 100,589 | -12.82 | 10,844 | -2.39 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 14,880 | -5.81 | 1,661 | 9.20 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 16,694 | 24.08 | 1,800 | 38.92 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5,644 | -51.85 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40,355 | 0.00 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 552 | 120.80 | 59 | 145.83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 277,641 | 876.44 | 29,932 | 993.61 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 2,000 | 216 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5,331 | -3.32 | 575 | 8.30 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 5,984 | 0.00 | 645 | 11.98 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 29,541 | 12.92 | 3,185 | 26.45 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 2,983 | -33.87 | 322 | -26.04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,057 | -95.59 | 330 | -95.07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,242 | -2.73 | 781 | 8.94 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5,399 | 582 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14,567 | 0.61 | 1,571 | 12.63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22,807 | -5.75 | 2,459 | 5.49 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 29,364 | 233.83 | 3,166 | 274.11 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8,254 | 0.00 | 890 | 11.96 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 18,933 | -0.96 | 2 | 100.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 351 | -91.52 | 38 | -91.13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 85,102 | 1.97 | 9,175 | 14.16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19,839 | -59.59 | 2,139 | -54.77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4,235 | 0.00 | 457 | 12.04 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 21,389 | 8.83 | 2,306 | 21.83 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 290 | 18.93 | ||||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 48,083 | -3.35 | 5,184 | 8.20 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 77,301 | -1.17 | 8,334 | 10.65 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 10 | 0 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 3,656 | 0.00 | 352 | -5.63 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 800 | 0.00 | 86 | 11.69 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 203 | 0.00 | 22 | 10.53 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 14,154 | 21.94 | 1,526 | 36.53 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 8,529 | 1 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 5,430 | 0.00 | 585 | 12.07 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 446 | 0.00 | 48 | 14.29 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 88,161 | 9,505 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 420 | 45 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 163,667 | -13.31 | 17,627 | -3.05 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,959 | 0.02 | 535 | 11.95 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 3,216 | 288 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 44,950 | -4.72 | 4,846 | 6.30 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 4,122 | 53.46 | 444 | 72.09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,162 | -36.95 | 233 | -29.39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,476 | -3.42 | 375 | 8.09 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 16,800 | 0.00 | 1,811 | 12.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11,138 | -25.68 | 1,201 | -16.84 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 47 | -2.08 | 5 | 25.00 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2,273 | 0.00 | 245 | 12.39 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 24,225 | 3.21 | 2,612 | 15.53 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 5,496 | 9.26 | 593 | 22.31 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3,737 | 403 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,608 | 0.00 | 281 | 11.95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 38,565 | -34.07 | 4,158 | -26.19 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 200 | 0.00 | 22 | 10.53 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3,395 | 366 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 45,245 | 0.00 | 4,878 | 11.96 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 14,291 | 49.96 | 1,541 | 67.94 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3,645 | -1.62 | 393 | 10.11 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3,349 | -0.86 | 361 | 11.08 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 93,516 | -42.12 | 10,082 | -35.20 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,000 | 216 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 3,160 | 341 | ||||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 2,141 | 0.66 | 207 | 8.42 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 4,204 | 0.00 | 453 | 12.13 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 65,676 | 3.99 | 6,753 | 5.02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 159,133 | -9.52 | 17,156 | 1.31 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4,916 | -7.07 | 530 | 3.93 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 4,245 | 458 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 156 | 0.00 | 17 | 6.67 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 12,489 | 0.00 | 1,238 | 0.00 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 7,644 | 845 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4,181 | 0.00 | 451 | 11.94 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 107 | -89.89 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 833,249 | 1.66 | 89,833 | 13.82 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 156 | 15 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 316 | 0.00 | 34 | 13.33 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29,022 | 12.18 | 3,130 | 25.61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,797 | -8.02 | 409 | 3.02 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 99 | 11 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 18,575 | 2,003 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,141 | -4.66 | 878 | 6.69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 387,294 | 11.73 | 41,754 | 25.10 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 21,385 | 1.31 | 2,299 | 12.81 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 6,518 | 0.00 | 703 | 11.96 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 19,536 | -45.75 | 2,106 | -39.26 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 164 | 18 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 48,879 | -52.45 | 5,270 | -46.71 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 19,587 | -1.04 | 2,112 | 10.81 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 6,863 | -13.15 | 740 | -2.76 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 18,502 | 5.32 | 1,995 | 17.92 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 37,920 | -1.15 | 4,088 | 10.70 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 49,305 | -57.45 | 5 | -54.55 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 3,693 | -93.88 | 400 | -93.11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 226 | -21.80 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4,510 | 10,638.10 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 110 | 0.00 | 12 | 10.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,065 | 1.16 | 330 | 13.40 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 17,398 | -2.24 | 1,876 | 9.46 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 3,116 | 0.00 | 336 | 11.67 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,324 | 1.01 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3,919 | 29.38 | 377 | 23.61 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,996 | -2.73 | 323 | 8.78 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 80 | 0.00 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100,440 | -0.41 | 10,828 | 11.50 | ||||
| 2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 8,482 | 13.94 | 914 | 27.65 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 4,922 | -0.10 | 531 | 11.81 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 177,302 | -1.27 | 19,115 | 10.54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 117,329 | -4.34 | 12,649 | 7.10 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8,504 | 0.00 | 917 | 11.98 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 26,355 | -1.19 | 2,841 | 10.63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 914,560 | -2.32 | 98,599 | 9.37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 243,804 | -12.57 | 26 | 0.00 | ||||
| 2025-07-21 | 13F | Whelan Financial | 37,471 | -17.77 | 4,040 | -7.93 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8,115 | 1.17 | 875 | 13.21 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,026 | 338.46 | 111 | 400.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 49,134 | -0.17 | 5,297 | 11.77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 918,852 | 2.01 | 99,062 | 14.21 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 6,469 | -1.93 | 697 | 9.76 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 6,356 | -29.71 | 685 | -21.26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 652,089 | 1.29 | 70,302 | 13.41 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 43,120 | -2.16 | 4,649 | 9.55 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 3,220 | 0.00 | 347 | 11.94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 204 | 0.00 | 22 | 15.79 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 7,800 | 0.00 | 841 | 11.85 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 338,163 | 4.77 | 36,457 | 17.31 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 26,826 | -1.85 | 2,892 | 9.92 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 25,978 | -1.38 | 2,801 | 10.41 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3,213 | -6.82 | 346 | 4.53 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 99,082 | -38.64 | 10,682 | -32.91 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6,774 | -82.85 | 730 | -80.80 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8,623 | -0.93 | 930 | 10.86 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,902,886 | -1.77 | 312,960 | 9.98 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 326 | 0.62 | 35 | 12.90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23,328 | 0.28 | 2,515 | 12.28 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 5,332 | -1.50 | 575 | 10.17 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 94,724 | -51.20 | 10,212 | -45.36 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 4,015 | -85.12 | 433 | -83.37 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 8,037 | -93.44 | 866 | -92.66 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Ascent Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 4,042 | 0.00 | 436 | 11.83 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,500 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 266 | 0.00 | 29 | 12.00 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 5,076 | 0.00 | 547 | 12.09 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,694 | 0.00 | 290 | 11.97 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 1,422,141 | 30.96 | 153,321 | 46.63 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 10,115 | 0.00 | 1,090 | 12.02 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 295 | 0.00 | 32 | 10.71 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 90 | 0.00 | 10 | 12.50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19,435 | 74.41 | 2,095 | 86.72 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3,413 | -2.37 | 368 | 9.23 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital World Investors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,258 | 2.05 | 2,507 | 14.27 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 39,066 | -0.68 | 4,212 | 11.20 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2,082 | 0.00 | 224 | 12.00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 14,173 | -1.41 | 1,528 | 10.33 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 2,716 | 1.31 | 293 | 13.18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 28,500 | 0.35 | 3,073 | 12.36 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 117,679 | 231.26 | 12,687 | 270.94 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3,867 | 5.25 | 417 | 17.85 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 22 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 94,439 | 50.52 | 10,181 | 68.53 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 42 | -66.40 | 5 | -66.67 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 277,577 | 0.97 | 29,926 | 13.06 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 240 | 605.88 | 26 | 733.33 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1,932 | 208 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 88 | 0.00 | 9 | 12.50 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 178 | 0.00 | 19 | 11.76 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,640 | 0.11 | 392 | 12.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,163 | 0.05 | 233 | 12.02 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 357 | -43.87 | 38 | -37.70 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 145,411 | -2.34 | 15,677 | 9.34 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 158,151 | 0.48 | 17,046 | 12.49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,001 | -6.92 | 539 | 4.26 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14,444 | -9.74 | 1,557 | 1.10 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 34,698 | 0.00 | 3,741 | 11.94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,001 | -28.96 | 108 | -10.08 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2,714 | -8.43 | 293 | 2.46 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,605 | 389 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2,550 | -7.10 | 275 | 3.79 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 3,100 | 0.00 | 334 | 12.08 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 3,388 | 83.33 | 365 | 106.21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,623 | 2.59 | 175 | 9.43 | ||||
| 2025-05-06 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2,263 | 0.67 | 259 | 19.44 | ||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 299,842 | 5.98 | 32,327 | 18.65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23,668 | 29.16 | 2,552 | 44.61 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 12,608 | 2.61 | 1,359 | 14.88 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 230 | 0.00 | 25 | 9.09 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 4,610 | 0.00 | 497 | 12.19 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 2,000 | 216 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 7,673 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 55,009 | -6.00 | 5,931 | 5.24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2,686 | -26.57 | 290 | -17.90 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 4,500 | 0.00 | 485 | 12.01 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 22,030 | -15.35 | 2,375 | -5.19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 117,856 | -8.58 | 12,706 | 2.36 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,194 | 0.59 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 439 | 0.00 | 47 | 11.90 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 41,132 | -1.89 | 4,434 | 9.83 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 16 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 362,722 | -5.28 | 39,105 | 6.05 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 404 | 0.00 | 44 | 13.16 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11,345 | 3.09 | 1,223 | 15.49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6,163 | 58.43 | 664 | 77.54 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 276 | 0.00 | 30 | 11.54 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1,116,281 | -3.27 | 120,338 | 8.29 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15,036 | 4.47 | 1,621 | 17.04 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 34,538 | -0.37 | 3,723 | 11.57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8,349 | -49.94 | 901 | -43.86 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 963 | 0.00 | 104 | 11.96 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9,208 | -5.87 | 993 | 5.42 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4,317 | 872.30 | 435 | 935.71 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 51 | -15.00 | 5 | 0.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 72 | -12.20 | 8 | -12.50 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | -78.34 | 12 | -76.47 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 117,530 | -1.03 | 12,671 | 10.81 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 12,155 | -92.78 | 1,310 | -91.92 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 2,053 | 221 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3,299 | -15.82 | 356 | -5.84 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 84,221 | 2.61 | 9,061 | 14.74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 86,017 | 15.90 | 9,250 | 29.57 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2,464 | 266 | ||||||
| 2025-04-25 | 13F | WestEnd Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 30,276 | 1.15 | 3,264 | 9.13 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2,185 | 0.00 | 236 | 11.90 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 14,460 | 6.22 | 1,559 | 18.93 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 3,317 | 0.00 | 358 | 11.91 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 4,052 | -5.33 | 437 | 5.83 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 2,456 | 0.70 | 276 | 17.52 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 3,687 | 0.00 | 398 | 11.83 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 103,230 | -6.17 | 11,129 | 5.06 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2,570 | 0.00 | 277 | 12.15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 372 | 0.00 | 40 | 14.29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,190 | 0.00 | 128 | 12.28 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 5,000 | 0.00 | 539 | 12.06 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,330 | 7.89 | 1,437 | 20.86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 316,947 | 0.01 | 34,170 | 11.98 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27,385,813 | -0.09 | 2,952,464 | 11.86 | ||||
| 2025-08-08 | 13F | Donoghue Forlines LLC | 21,940 | 2,365 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 66,924 | -1.22 | 7,215 | 10.61 | ||||
| 2025-08-28 | NP | GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A | 20,099 | 2,167 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44,234 | 3.76 | 4,769 | 16.15 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 300 | 0.00 | 32 | 14.29 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 316 | 0.00 | 34 | 13.33 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 3,272 | 0.71 | 353 | 12.82 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 96,365 | 3.85 | 10,389 | 16.27 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,846 | 178.25 | 630 | 211.88 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 596 | 0.68 | 64 | 14.29 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 8,800 | -0.60 | 949 | 11.27 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 3,230 | 0.00 | 348 | 11.90 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3,768 | -57.04 | 0 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 3,195 | 14.23 | 344 | 27.88 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4,400 | -29.67 | 474 | -21.26 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2,348 | 0.00 | 253 | 11.95 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 19 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 2,909 | -33.52 | 314 | -25.65 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3,286 | 0.00 | 354 | 12.03 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 180 | 0.00 | 19 | 11.76 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 37,217 | 4,012 | ||||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 2,240 | 0.00 | 241 | 12.09 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6,520 | 703 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 2,362 | -4.14 | 255 | 7.17 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1,990 | 0.00 | 215 | 12.04 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 56 | 6 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 35,189 | -47.72 | 3,794 | -41.47 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,583 | 18.67 | 494 | 33.15 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,593 | 259.30 | 387 | 303.13 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 1,090 | 0.00 | 118 | 12.50 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 2,103 | -4.58 | 227 | 6.60 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 10,062 | 0.00 | 1,085 | 11.98 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2,219 | 0.00 | 239 | 12.21 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2,251 | 0.63 | 243 | 12.56 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 362 | 39 | ||||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 18,880 | -4.07 | 2,035 | 7.44 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Creekside Partners | 13,441 | 0.00 | 1,449 | 11.98 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | -58.33 | 1 | -100.00 | ||||
| 2025-05-14 | 13F | Northstar Financial Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 156 | 17 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,260 | -11.27 | 136 | -0.74 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 49,314 | -3.36 | 5,317 | 8.20 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5,399 | -6.14 | 520 | -10.36 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 2,452 | 0.00 | 264 | 11.86 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,455 | -0.19 | 1,127 | 11.81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19,035 | 1.68 | 2,052 | 13.87 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9,196 | 991 | ||||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,517 | -16.18 | 595 | -6.16 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 57,610 | 7.70 | 6,211 | 20.58 |
