Statistik Asas
| Pemilik Institusi | 1349 total, 1346 long only, 0 short only, 3 long/short - change of 3.60% MRQ |
| Purata Peruntukan Portfolio | 0.8990 % - change of -6.58% MRQ |
| Saham Institusi (Panjang) | 335,299,029 (ex 13D/G) - change of 10.97MM shares 3.38% MRQ |
| Nilai Institusi (Panjang) | $ 18,058,027 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF (US:JEPI) telah 1349 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 335,299,029 saham. Pemegang saham terbesar termasuk Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Envestnet Asset Management Inc, UBS Group AG, Royal Bank Of Canada, JNBAX - JPMorgan Income Builder Fund Class A, Raymond James Financial Inc, and Nationwide Fund Advisors .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF (ARCA:JEPI) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 56.76 / share. Previously, on September 6, 2024, the share price was 57.53 / share. This represents a decline of 1.34% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Vicus Capital | 131,004 | 3.22 | 7,448 | 2.70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,007,194 | 12.95 | 57,259 | 12.38 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 77 | 4 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1,911 | 0.00 | 107 | 0.94 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 22,605 | 13.11 | 1,285 | 12.62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 560,284 | 40.50 | 31,852 | 38.84 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,855 | 0.00 | 219 | -0.45 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 49,254 | 6.03 | 2,800 | 5.50 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 6,172 | 18.94 | 351 | 18.24 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5,743 | -75.70 | 327 | -75.85 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 53,824 | 6.92 | 3,060 | 6.36 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 181 | 0.00 | 10 | 11.11 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 175,867 | 10.87 | 9,996 | 10.31 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 8,472 | 20.05 | 484 | 27.70 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 33,658 | 198.02 | 1,913 | 196.59 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 400 | 0.00 | 23 | -4.35 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 4,880 | 283 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 63,074 | 13.80 | 3,586 | 13.23 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4,633 | 263 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,319 | 61.05 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 120,950 | 15.96 | 6,876 | 15.39 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth Fund Class II | 358,926 | 20,405 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13,404,643 | -52.42 | 762,054 | -52.66 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4,102 | 233 | ||||||
| 2025-04-10 | 13F | Chronos Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 70,726 | 0.78 | 4,021 | 0.25 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1,981 | 13.98 | 113 | 13.13 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 5,429 | 8.69 | 309 | 8.07 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 16,104 | 14.16 | 915 | 13.52 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 8,738 | 134.83 | 497 | 133.96 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 25,963 | 125.20 | 1,463 | 129.51 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 3,748 | 2.57 | 213 | 2.40 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 14,334 | 53.57 | 815 | 52.72 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 3,710 | -20.96 | 211 | -21.64 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 26,778 | -2.08 | 1,522 | -2.56 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 48,277 | -2.63 | 2,745 | -3.14 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5,907 | 3.50 | 336 | 2.76 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 121,431 | -2.44 | 6,910 | -2.92 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II | 375,844 | 21,367 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 10,220 | -10.93 | 581 | -11.30 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II | 310,713 | 17,664 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 278,784 | 19.17 | 15,849 | 18.56 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 61,463 | 13.20 | 3,494 | 12.64 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 23,645 | 140.17 | 1,344 | 139.15 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 5,106 | 0.00 | 290 | -0.34 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 400 | 0.00 | 23 | 0.00 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 58,906 | 3,349 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 8,580 | 24.75 | 488 | 23.92 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,489 | -0.88 | 255 | -1.16 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 113,221 | 1.60 | 6,437 | 1.08 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 650,275 | 4.32 | 36,971 | 3.79 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 24,397 | 4.69 | 1,387 | 4.13 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 22,852 | 16.17 | 1,299 | 15.57 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 7,104 | 0.00 | 404 | -0.49 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 589 | -62.93 | 34 | -63.74 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 78,889 | 9.27 | 4,485 | 8.70 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2,097 | 3.61 | 119 | 3.48 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 630,278 | -0.13 | 35,831 | -0.64 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Squire Investment Management Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1,532 | 1.73 | 87 | 1.16 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 16,308 | 4.49 | 927 | 4.04 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 8,921 | -12.01 | 507 | -12.44 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 5,367 | 305 | ||||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 83,172 | 3.68 | 4,728 | 3.12 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8,235 | -16.03 | 468 | -16.43 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 5,012 | 2.24 | 285 | 1.43 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 1,323 | -99.40 | 8,204 | -34.93 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 43,620 | -5.30 | 2,480 | -5.81 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 14,700 | 833 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4,321 | -15.72 | 246 | -16.10 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 5,908 | -8.10 | 336 | -8.72 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 60,193 | -12.15 | 3,422 | -12.62 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 10,369 | 3.89 | 589 | 3.33 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,708,349 | 191.48 | 97,120 | 190.00 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 102,365 | -3.63 | 5,819 | -4.12 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 57,947 | 3.53 | 3,294 | 3.00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Melia Wealth LLC | 645,241 | 5.45 | 36,682 | 4.92 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II | 366,172 | 20,817 | ||||||
| 2025-06-18 | NP | NDAAX - Nationwide Investor Destinations Aggressive Fund Class A | 218,145 | 12,127 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 189,804 | 25.43 | 10,845 | 24.58 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 27,030 | -2.03 | 1,425 | -12.42 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 291 | -96.54 | 17 | -96.67 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 117,819 | 1.32 | 6,698 | 0.80 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 62,817 | 0.59 | 3,571 | 0.08 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 50,388 | 15.68 | 2,865 | 15.11 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 10,700 | 2.60 | 608 | 2.18 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2,903,847 | 42.07 | 165,084 | 41.35 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 150 | 0.00 | 9 | 0.00 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 11,028 | -31.29 | 627 | -31.73 | ||||
| 2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 50,812 | -14.76 | 2,889 | -15.21 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 238,975 | 4.07 | 13,586 | 3.54 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 3,733 | 212 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 4,891 | 5.98 | 278 | 5.70 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 38,134 | -26.78 | 2,168 | -27.18 | ||||
| 2025-07-09 | 13F | Mfg Wealth Management, Inc. | 4,820 | -19.05 | 274 | -19.41 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 145,602 | 1.95 | 8,277 | 1.43 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 233,778 | -10.77 | 13,290 | -11.22 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 11,750 | -17.54 | 668 | -18.06 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 41,612 | -10.13 | 2,366 | -10.59 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 6,962 | 0.80 | 396 | 0.25 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 244,227 | -35.13 | 13,884 | -35.46 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 111,704 | -8.31 | 6,350 | -8.78 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 32,187 | 1.12 | 1,830 | 0.61 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 770,714 | 4.87 | 44,039 | 4.16 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 25,703 | 10.37 | 1,461 | 9.85 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 215,174 | 13.03 | 12,233 | 12.46 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 307,785 | 1.12 | 17,498 | 0.61 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,797 | 2.63 | 102 | 2.00 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 134,363 | 2.82 | 7,536 | -2.92 | ||||
| 2025-06-18 | NP | NADCX - Nationwide Investor Destinations Moderately Conservative Fund Class A | 77,961 | 4,334 | ||||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 237,623 | 6.43 | 13,509 | 5.89 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 316 | 544.90 | 18 | 750.00 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 128,655 | 6.44 | 7 | 16.67 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 22,156 | 109.65 | 1,260 | |||||
| 2025-04-10 | 13F | Fluent Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 12,380 | 4.32 | 704 | 3.69 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II | 174,392 | 9,914 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 187,316 | 5.71 | 11 | 0.00 | ||||
| 2025-06-18 | NP | NWNAX - Nationwide Destination 2045 Fund Class A | 56,726 | 3,153 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 69,811 | 131.48 | 3,969 | 128.84 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 29,404 | 15.03 | 1,672 | 14.45 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 431 | 25 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 8,170 | -8.24 | 464 | -12.29 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 296,745 | 11.44 | 17 | 6.67 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 17,114 | 1.98 | 973 | 1.46 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 84,357 | 627.03 | 4,796 | 624.32 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 7,229 | -1.83 | 411 | -2.38 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 14,812 | 1.09 | 842 | 0.60 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II | 152,313 | 8,659 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 392,016 | 5.21 | 22,286 | 4.67 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 7,915 | 30.01 | 450 | 29.39 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,390 | -25.39 | 79 | -25.47 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 14,646 | -12.13 | 833 | -12.61 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 9,659 | 2.89 | 549 | 2.43 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 123,862 | 4.04 | 7,042 | 3.51 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 133,911 | 20.72 | 7,613 | 20.10 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 13,452 | 14.60 | 765 | 14.03 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 543,695 | 6.75 | 30,917 | 6.21 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 36,142 | 124.19 | 2,055 | 123.02 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4,119 | 235 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,426,900 | -4.07 | 81,119 | -4.56 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 71,127 | 1.52 | 4,044 | 1.00 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 12,032 | 10.16 | 684 | 9.62 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 26,788 | -20.33 | 1,523 | -20.77 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 39 | 2 | ||||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 7,982 | -12.82 | 454 | -13.38 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 22,510 | -15.31 | 1,280 | -15.74 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7,131 | 405 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 6,440 | -94.80 | 366 | -94.82 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 995 | -2.07 | 57 | -3.45 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 1,962,031 | 1.85 | 111,541 | 4.53 | ||||
| 2025-05-12 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 6,263 | -1.20 | 356 | -1.66 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 134,076 | 10.23 | 7,622 | 9.67 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 429,983 | -2.25 | 24,445 | -2.74 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7,477 | -5.80 | 425 | -6.18 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6,901 | 2.83 | 392 | 2.35 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Conservative Fund Class I | 162,511 | 9,239 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 3,809 | 0.00 | 217 | -0.46 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 524,030 | 17.77 | 29,791 | 17.17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5,091,909 | 3.85 | 289 | 3.21 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,516 | 1,611.56 | 143 | 1,687.50 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 4,413 | -5.62 | 251 | -6.37 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 132,359 | 28.60 | 7,525 | 27.94 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 180,786 | 27.01 | 10,278 | 26.36 | ||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 52,300 | -0.85 | 2,973 | -1.36 | ||||
| 2025-08-07 | 13F | PFG Advisors | 291,709 | 6.94 | 16,584 | 6.40 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 20,872 | 9.40 | 1,187 | 8.81 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 10,819 | 46.92 | 615 | 46.43 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 500 | 73.61 | 0 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 69,321 | -8.68 | 3,941 | -9.15 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 38,676 | 6.75 | 2,199 | 6.18 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 33,531 | 0.32 | 1,906 | -0.16 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 194,105 | 11.34 | 11,035 | 10.77 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,383,274 | 9.41 | 78,639 | 8.86 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 7,710 | -61.35 | 438 | -61.55 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 660,516 | 4.22 | 37,550 | 3.69 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 8,476 | -51.06 | 482 | -51.37 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 75,904 | 8.77 | 4,315 | 8.23 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 56,648 | 0.76 | 3,220 | 0.25 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 44,706 | -0.70 | 2,542 | -1.21 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 60,402 | 37.08 | 3,434 | 36.39 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 60,910 | 1.40 | 3,470 | 4.87 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 37,827 | 8.45 | 2,150 | 7.88 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 173,367 | 1.27 | 9,856 | 0.76 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 37,499 | -30.11 | 2,130 | -26.14 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,174 | -10.65 | 67 | -12.00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5,486 | 13.02 | 312 | 12.27 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 79,748 | 9.37 | 4,534 | 8.81 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 136,431 | -2.06 | 7,756 | -2.55 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 5,801 | -36.49 | 330 | -36.85 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 31,504 | 16.21 | 1,791 | 15.62 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 13,343 | -9.82 | 759 | -10.30 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 940 | -50.53 | 53 | -50.93 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 5,526 | -23.09 | 314 | -23.41 | ||||
| 2025-05-12 | 13F | American Alpha Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 378,855 | 4.05 | 21,538 | 3.52 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 20,060 | 40.05 | 1,137 | 38.88 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 4,082 | 0.00 | 232 | -0.43 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 4,196 | -5.18 | 239 | -5.56 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 158,715 | -6.94 | 9,023 | -7.42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,600,663 | 4.98 | 148 | 4.26 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 688,315 | 2.30 | 39,131 | 1.78 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 425,129 | 2.96 | 24,169 | 2.44 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 32,252 | -2.00 | 1,834 | -2.50 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1,105 | 63 | ||||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 252,599 | 0.85 | 14,360 | 0.34 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 260,440 | 0.16 | 15 | 0.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 83,861 | 4,756 | ||||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 4,865 | -1.02 | 277 | -1.43 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 6,584 | 0.00 | 374 | -0.80 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 25,293 | -3.78 | 1,438 | -4.26 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 38,280 | 8.50 | 2,176 | 7.99 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5,028 | 4.21 | 286 | 3.64 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3,338 | -11.27 | 190 | -11.68 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 6,933 | 34.86 | 394 | 34.47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,064,828 | 1.02 | 174,235 | 0.51 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 8,900 | 1 | ||||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 15,517 | 62.18 | 880 | 61.28 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 57,683 | 3,279 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 6,882 | -0.52 | 391 | -1.01 | ||||
| 2025-07-22 | NP | DGEFX - Destinations Equity Income Fund Class I | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 13,726 | 56.80 | 780 | 56.00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 31,436 | 13.55 | 1,787 | 13.03 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1,418 | 81 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102,307 | 127.43 | 5,816 | 126.30 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 65,902 | 14.85 | 3,747 | 14.28 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1,000 | 0.00 | 57 | 1.82 | ||||
| 2025-05-06 | 13F | Glaxis Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3,790 | -8.45 | 215 | -8.90 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 47,580 | -36.99 | 2,696 | -37.03 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 72,262 | 2.52 | 4,108 | 2.01 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 9,060 | 131.18 | 515 | 130.94 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 14,976 | 8.56 | 1 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 38,335 | 13.29 | 2,179 | 17.85 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 21,653 | 12.82 | 1,231 | 12.23 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,049 | 2.56 | 173 | 2.37 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 89,607 | 12.70 | 5,094 | 12.15 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 10,507 | -25.94 | 597 | -26.30 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 290,886 | 2.53 | 16,537 | 2.01 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Aggressive Fund Class I | 93,158 | 5,296 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 54,909 | 7.24 | 3 | 50.00 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 46,478 | -1.54 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 44,442 | 3.77 | 2,527 | 3.23 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 130,758 | -1.29 | 7,434 | -1.78 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22,305 | 1.10 | 1,268 | 0.63 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 336,502 | 15.76 | 19,130 | 15.17 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II | 352,989 | 20,067 | ||||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 166,322 | -4.96 | 9,455 | -5.44 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 12,790 | 0.00 | 727 | -0.41 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12,724 | 0.00 | 723 | -0.55 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 41,112 | -70.30 | 2 | -75.00 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 2,659 | 152 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 52,010 | 11.08 | 2,930 | 13.21 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 3,676 | 209 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13,248 | 753 | ||||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 106,094 | 0.00 | 6,062 | 0.00 | ||||
| 2025-07-29 | 13F | Hourglass Capital, Llc | 42,150 | 0.00 | 2,396 | -0.50 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 18,013 | -6.70 | 1,024 | -7.16 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 80,800 | -22.29 | 4,593 | -22.68 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 6,447 | -82.42 | 367 | -82.53 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 11,267 | 2.56 | 641 | 7.93 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 34,481 | 2.11 | 1,960 | 1.61 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 6,650 | -0.20 | 378 | -0.53 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 6,231 | 1.71 | 354 | 1.14 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 41,755 | 82.11 | 2,374 | 81.15 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Capital Appreciation Fund Class I | 649,674 | 36,934 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4,478 | 1.11 | 255 | 0.40 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 167,004 | 4.25 | 9,293 | 3.82 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 127 | -64.62 | 7 | -65.00 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 85,014 | -34.66 | 4,833 | -34.99 | ||||
| 2025-06-18 | NP | NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2070 Fund Institutional Service Class | 349 | 19 | ||||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 6,859 | 11.35 | 390 | 10.51 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 73,206 | -20.49 | 4,162 | -20.91 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 38,526 | 6.51 | 2,190 | 6.00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7,296 | 3.84 | 415 | 3.24 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 159,564 | -18.66 | 9,071 | -19.07 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 19,565 | 0.00 | 1,112 | -0.45 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 853,671 | -14.29 | 48,531 | -14.73 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 308,698 | 118.93 | 17,550 | 117.84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,326,813 | 8.78 | 75,429 | 8.23 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 319,512 | -6.05 | 18,164 | -6.53 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 5,625 | 13.98 | 320 | 13.88 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 93,638 | 56.45 | 5,522 | 57.20 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 31,003 | 0.95 | 1,763 | 0.46 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 257,112 | 2.19 | 14,568 | 3.34 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 3,961 | 0.00 | 225 | -0.44 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 6,248 | 3.60 | 355 | 3.20 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 15,000 | 0.00 | 853 | -0.58 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 312,226 | 3.99 | 17,750 | 3.47 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 24,600 | 13.34 | 1,399 | 12.74 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 81,366 | 0.87 | 4,626 | 0.35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,866 | 5.98 | 333 | 5.38 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 29,885 | 46.24 | 1,699 | 45.50 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 330,565 | -1.08 | 18,793 | -1.58 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 70,527 | 2.92 | 4,009 | 2.40 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 360 | 0.00 | 20 | 0.00 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 3,628 | 206 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 142,060 | -0.72 | 8,076 | -1.22 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 60,142 | 5.75 | 3,419 | 5.23 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 31,798 | 0.33 | 1,808 | -0.17 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 57,366 | 10.35 | 3,261 | 9.80 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 12,925 | 4.07 | 735 | 3.53 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 154,077 | -18.46 | 8,759 | -18.88 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7,711 | 481.96 | 438 | 484.00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 18,639 | 0.00 | 1,060 | -0.56 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 7,277 | 11.82 | 414 | 11.32 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 14,086 | -2.18 | 801 | -2.68 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 87,760 | 1.99 | 4,989 | 1.48 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 47,639 | 4.12 | 2,708 | -0.37 | ||||
| 2025-08-14 | 13F | Comerica Bank | 369,693 | 2.50 | 21,017 | 1.98 | ||||
| 2025-04-10 | 13F | Naples Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 146,997 | -9.34 | 8,357 | -4.52 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 4,540 | 258 | ||||||
| 2025-08-26 | NP | FTRAX - Franklin LifeSmart Retirement Income Fund CLASS A | 82,775 | -1.55 | 4,706 | -2.06 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 11,891 | 36.95 | 652 | 30.46 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 82,082 | -9.98 | 4,666 | -10.44 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4,900 | 2.57 | 279 | 2.21 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 5,688 | 3,025.27 | 323 | 3,130.00 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 65,670 | 2.97 | 3,733 | 2.44 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2,594 | 0.00 | 147 | -0.68 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 815,079 | 6.69 | 46,337 | 6.15 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 11,810 | -56.16 | 671 | -56.40 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 3,808 | 2.59 | 216 | 1.89 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 24,243 | 27.68 | 1,378 | 27.12 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 66,746 | 0.52 | 3,795 | 0.00 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 5,600 | -0.20 | 318 | -0.62 | ||||
| 2025-04-22 | 13F | Cabana Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 46,288 | 2,631 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 37,715 | -4.88 | 2,144 | -5.34 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 11,723 | 58.53 | 666 | 57.82 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 3,789 | -4.00 | 215 | -4.44 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 8,640 | 35.11 | 491 | 34.52 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 200 | 0.00 | 11 | 0.00 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 154,690 | 26.34 | 8,794 | 25.70 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 12,759 | 4.65 | 725 | 7.09 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 56,616 | 7.82 | 3,219 | 7.27 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 14,194 | 93.14 | 807 | 92.36 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 6,873 | -3.20 | 391 | -3.70 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2,063 | 0.15 | 117 | 0.00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 6,556 | -1.90 | 373 | -2.36 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,433 | 0.00 | 195 | -0.51 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 414,243 | 34.71 | 23,550 | 34.02 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7,072,179 | 9.89 | 402,053 | 9.33 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 57,605 | 0.23 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21,094 | 198.19 | 1,199 | 196.78 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 47,353 | 36.12 | 2,691 | 35.43 | ||||
| 2025-07-11 | 13F | Bell Bank | 36,385 | 3.16 | 2,068 | 2.63 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 22,209 | -1.37 | 1,263 | -1.87 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 200,209 | -7.25 | 11,382 | -7.73 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 37,577 | -1.96 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 12,893 | 145.44 | 733 | 144.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 18,390 | 1 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19,943 | -92.48 | 1,134 | -92.52 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 215,641 | -1.49 | 12,259 | -1.99 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 82,400 | -18.01 | 4,684 | -18.43 | |||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 80,670 | 7.08 | 4,586 | 6.55 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 41,588 | 14.71 | 2,364 | 13.38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 731,200 | 66.60 | 41,569 | 65.75 | |||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1,549 | -80.42 | 88 | -80.53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,914,423 | 56.29 | 222,535 | 55.50 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 295,314 | 12.59 | 16,901 | 15.73 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 3 | -98.51 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 148,751 | 2.65 | 8,457 | 2.13 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 65,202 | 2.84 | 3,707 | 2.32 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 4,567 | 260 | ||||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 61,214 | 25.23 | 3,480 | 24.60 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 4,477 | 0.97 | 255 | 0.40 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 12,005 | 3.28 | 682 | 2.71 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 68,965 | -5.49 | 3,921 | -5.97 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 35,789 | 6.08 | 2,035 | 5.55 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 32,271 | 1.04 | 1,835 | 0.55 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9,584 | -0.15 | 545 | -0.73 | ||||
| 2025-08-05 | 13F | Corps Capital Advisors, LLC | 7,072 | -10.82 | 402 | -11.26 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 71,285 | 2.71 | 4,053 | 2.19 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 26,511 | -5.93 | 1,507 | -6.40 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 84,357 | 15.38 | 4,796 | 14.80 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 50,366 | -28.58 | 50 | -28.57 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 38,241 | -12.39 | 2,174 | -12.83 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 483 | 0.00 | 27 | -3.57 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 12,867 | -20.48 | 731 | -20.89 | ||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 34,715 | -4.72 | 1,974 | -5.19 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 4,864 | 14.58 | 277 | 14.05 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 32,964 | -0.92 | 1,874 | -1.37 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 25,408 | -0.03 | 1,444 | -0.55 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 780 | -30.91 | 44 | -31.25 | ||||
| 2025-07-16 | 13F | American National Bank | 1,800 | 0.00 | 102 | 0.00 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 212,830 | -48.59 | 12,099 | -48.85 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 297,241 | -3.61 | 16,898 | -4.09 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 414 | 24 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 22,215 | -3.68 | 1,263 | -4.18 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 30,694 | -18.87 | 1,745 | -19.30 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 29,700 | -8.28 | 1,651 | -13.51 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 10,704 | -36.25 | 609 | -36.60 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 1,000 | 57 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 66,411 | 0.70 | 3,775 | 0.19 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,566 | -55.44 | 487 | -55.65 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 54,970 | 3.48 | 3,125 | 2.97 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15,275 | 1.34 | 1 | |||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 20,577 | -64.80 | 1,170 | -65.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 25,005 | 49.79 | 1,422 | 49.11 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 50,971 | 6.61 | 2,898 | 6.08 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 35,129 | 38.27 | 1,997 | 37.63 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1,492 | 84 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 63,817 | 18.26 | 3,628 | 17.68 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 325,026 | 13.84 | 18,478 | 13.26 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 51,162 | 19.01 | 2,909 | 18.40 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 48,061 | 5.76 | 2,732 | 5.24 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3,543 | 2.61 | 201 | 2.03 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 30,465 | 23.77 | 1,732 | 23.12 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 35,207 | 36.73 | 2,002 | 36.03 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 54,401 | -0.21 | 3,093 | -0.71 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 50,284 | -10.28 | 2,859 | -10.74 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 102,707 | 228.82 | 5,839 | 227.24 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6,369 | 3.46 | 364 | 0.00 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 80,457 | 20.39 | 4,574 | 19.77 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 56,778 | 4.38 | 3,228 | 3.83 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13,029 | 741 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 3,938 | 225 | ||||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 48,303 | 4.61 | 2,746 | 4.09 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 29 | 2 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 981,921 | 3.19 | 55,822 | 2.66 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 197,170 | 5.74 | 11,209 | 5.21 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 186,941 | 8.20 | 10,628 | 7.66 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 209,509 | 13.25 | 11,911 | 12.68 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 172,306 | 2.98 | 9,796 | 2.46 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2,822 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 125,019 | 6.25 | 7,107 | 5.71 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 4,404 | -5.11 | 250 | -5.66 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 9,398 | -37.14 | 534 | -37.47 | ||||
| 2025-05-02 | 13F | Patton Albertson Miller Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 18,229 | -15.23 | 1,036 | -15.64 | ||||
| 2025-05-14 | 13F | Tiemann Investment Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 18,295 | -20.00 | 1,038 | -20.60 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 16,014 | -2.27 | 910 | -2.78 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 32,705 | -3.45 | 1,859 | -3.93 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1,854,052 | 4.94 | 105,403 | 10.05 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 7,547 | -31.57 | 429 | -31.90 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 26,773 | -6.28 | 1,522 | -6.74 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 5,428 | -46.76 | 309 | -47.08 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9,873 | 0.77 | 561 | 0.36 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 39,060 | -27.51 | 2,221 | -27.88 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 46,905 | 3.54 | 2,672 | 13.51 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 67,378 | -12.03 | 3,830 | -12.48 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 9,284 | -5.14 | 528 | -5.72 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 17,019 | -1.34 | 968 | 1.26 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 407,614 | 12.95 | 23,173 | 12.38 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 4,432 | 0.29 | 252 | 0.40 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 27 | 3.85 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 6,212 | 6.35 | 353 | 6.01 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5,482 | 0.00 | 312 | -0.64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 14,610 | -12.15 | 831 | -12.63 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderate Fund Class I | 637,618 | 36,249 | ||||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10,331 | 0.13 | 587 | -0.34 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 22,592 | 0.28 | 1,284 | -0.23 | ||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 66,797 | -11.75 | 3,797 | -12.21 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 165,383 | -9.57 | 9,402 | -10.03 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 119,155 | -0.02 | 6,774 | -0.54 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 19,081 | -19.20 | 1,085 | -19.64 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 36,850 | -7.41 | 2,095 | -7.92 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 72 | -85.91 | 4 | -86.21 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,292 | 8.39 | 73 | 7.35 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 296,941 | -10.47 | 16,881 | -10.92 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 9,594 | -64.32 | 548 | -64.80 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 6,555 | 0.00 | 373 | -0.53 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2,400 | -93.87 | 216 | -90.35 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 31,834 | -2.56 | 1,810 | -3.05 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1,088 | -11.62 | 62 | -12.86 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 565 | -10.32 | 32 | -11.11 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 3,706 | 0.00 | 211 | -0.47 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 27,598 | 2.47 | 1,569 | 1.23 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 833 | -57.74 | 47 | -58.04 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11,879 | 671 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 62,331 | -32.51 | 3,544 | -32.85 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 185,092 | 4.05 | 10,523 | 3.52 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 55,095 | 8.23 | 3,132 | 7.70 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 8,632 | -98.12 | 491 | -98.14 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3,738 | 1.05 | 212 | 0.47 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 146 | 0.00 | 8 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 11,769 | -24.26 | 669 | -24.24 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 52,721 | 73.95 | 2,997 | 73.14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,921,110 | 18.22 | 166,065 | 17.62 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 409 | -0.97 | 23 | 0.00 | ||||
| 2025-08-12 | 13F | Prudential Plc | 57,100 | 1.24 | 3,246 | 0.74 | ||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 126,656 | 765.49 | 7,214 | 762.92 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13,142 | 100.30 | 747 | 99.73 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 41,612 | -15.85 | 2,366 | -16.28 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 62,780 | 13.01 | 3,569 | 12.44 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 8,050 | 0.02 | 458 | -0.44 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3,502 | -18.25 | 199 | -19.11 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 45,408 | -0.54 | 2,581 | -1.04 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 19,200 | 9.48 | 1,092 | 8.88 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 32,461 | 42.62 | 1,845 | 41.92 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 4,066 | -1.81 | 231 | -2.12 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 177,123 | 72.03 | 10,069 | 71.15 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 32,201 | 342.75 | 1,831 | 340.96 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 19,495 | 160.38 | 1,108 | 159.48 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 3,730 | 0.00 | 212 | -0.47 | ||||
| 2025-04-17 | 13F | Stewardship Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41,813 | -1.62 | 2,377 | -2.10 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2,505 | -35.34 | 142 | -35.75 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 138,536 | -11.52 | 7,874 | -11.98 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 11,484 | -0.31 | 653 | -0.91 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 9,264 | 0.02 | 527 | -0.57 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 16,892 | -1.37 | 960 | -1.84 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 5,300 | 4.62 | 301 | 4.15 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 9,439 | 28.02 | 537 | 27.32 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 291,354 | 5.30 | 16,563 | 4.76 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 849 | 2.54 | 48 | 2.13 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 264,139 | 5.88 | 14,993 | 15.26 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 4,043 | 6.70 | 230 | 5.99 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 46,481 | -3.58 | 2,642 | -4.07 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 113,157 | 26.20 | 6,433 | 25.55 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 4,040 | 230 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3,939 | 0.82 | 224 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,539,797 | 6.97 | 87,537 | 6.43 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 14,871 | -1.00 | 845 | -1.52 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 65,839 | 4.64 | 3,743 | 4.09 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 43,840 | 8.29 | 2,492 | 7.74 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 182,132 | -3.09 | 10,354 | -3.59 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 111,549 | -64.80 | 6,334 | -63.17 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 122,671 | 2.79 | 6,974 | 2.26 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 27,567 | -5.36 | 1,567 | -5.83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77,257 | -6.34 | 4,392 | -6.81 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 3,582 | -63.99 | 204 | -63.94 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 18,343 | 4.15 | 1,043 | 3.58 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 20,221 | -3.75 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 276 | 0.00 | 16 | 0.00 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 100,190 | 11.45 | 5,696 | 10.88 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 10,103 | -0.07 | 574 | -0.52 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 234 | 13 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 16,916 | -3.75 | 962 | -4.28 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4,880 | 277 | ||||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 2,141 | -20.41 | 122 | -20.92 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Balanced Fund Class II | 520,417 | 29,586 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 320 | 37.34 | 18 | 38.46 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 528,608 | 30,051 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 14,697 | 6.75 | 836 | 6.23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 513,453 | -1.89 | 29,190 | -2.39 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 46,395 | -0.40 | 2,638 | -0.90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 522,454 | 52.16 | 29,702 | 51.38 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 131,929 | 49.10 | 7,500 | 48.34 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 174,508 | 1.90 | 9,921 | 1.38 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 71,170 | 6.06 | 4,046 | 5.53 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 21,518 | -29.09 | 1,223 | -29.43 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 36,670 | -3.83 | 2,085 | -4.32 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 4,270 | 0.00 | 243 | -0.41 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18,287 | 0.56 | 1,040 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 438,744 | 1.77 | 24,943 | 1.25 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 3,827 | -68.88 | 218 | -69.09 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 253,728 | 15.37 | 14,224 | 18.64 | ||||
| 2025-07-31 | 13F | City State Bank | 75 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 8,235 | 468 | ||||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 67,138 | -3.48 | 3,732 | -9.02 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 14,311 | 17.69 | 814 | 17.15 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 34,182 | -2.48 | 1,943 | -2.95 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 70,191 | 6.40 | 3,990 | 5.86 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3,851 | 0 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 27,814 | -25.76 | 1,581 | -26.12 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 83,280 | 3.03 | 4,759 | 0.53 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 31,940 | -41.15 | 1,801 | -41.92 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 19,895 | -8.70 | 1,131 | -9.16 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 5,027 | -6.09 | 286 | -6.56 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 652,489 | 0.31 | 37,094 | -0.20 | ||||
| 2025-08-14 | 13F | Enstar Group LTD | 1,539,025 | 0.00 | 87,494 | -0.51 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 288,581 | 527.46 | 16,406 | 524.48 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 247,901 | 14.18 | 14,093 | 12.83 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5,260 | 0.00 | 299 | -0.33 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 115,741 | 2.46 | 6,580 | 1.94 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 49,150 | -31.32 | 2,794 | -31.67 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I | 5,813 | 2.65 | 330 | 2.17 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 8,377 | 0.00 | 479 | -1.24 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 1 | -98.51 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 20,445 | 20.98 | 1,162 | 20.41 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 617,957 | 10.10 | 35,131 | 9.55 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 163,039 | 29.47 | 9,254 | 29.50 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 4,940 | -2.85 | 281 | -3.45 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 259,789 | 7.05 | 14,769 | 6.51 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 734,258 | 21.73 | 41,789 | 22.32 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 7,136 | -8.17 | 406 | -8.78 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 400 | 0.00 | 23 | 0.00 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 10,814 | 52.01 | 615 | 51.23 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,800 | 0.00 | 159 | 0.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 80,658 | 37.65 | 4,585 | 36.95 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 13,839 | 787 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 9,370 | 24.95 | 1 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 7,147 | 64.98 | 406 | 64.37 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 8,185 | 3.28 | 465 | 2.88 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 5,229 | 0.00 | 297 | -0.34 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 18,894 | 0.08 | 1,074 | -0.37 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 23,700 | 26.39 | 1,347 | 25.77 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 2,207 | -2.99 | 125 | -3.10 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,462 | -30.91 | 595 | -31.33 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 66,590 | -27.15 | 3,786 | -27.53 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 31,420 | 73.27 | 1,786 | 72.39 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 192,984 | -2.23 | 10,971 | -2.72 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 34,440 | 21.05 | 2 | 0.00 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Aggressive Fund Class I | 164,254 | 9,338 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19,663 | 156.43 | 1,118 | 155.02 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 2,251 | 0.00 | 128 | -0.78 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 22,033 | 15.31 | 1,253 | 15.50 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 65,319 | -4.91 | 3,713 | -5.38 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 974 | 0.00 | 55 | 0.00 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 14,581 | -10.94 | 829 | -11.44 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 188,577 | 0.45 | 10,572 | -1.45 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 69,831 | -8.62 | 3,970 | -9.09 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 71,354 | 76.17 | 4,056 | 75.28 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 73,696 | 411.64 | 4,190 | 408.99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 59,070 | -21.92 | 3,358 | -22.32 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 154,500 | -1.43 | 8,783 | -1.93 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 192,783 | 2.82 | 10,960 | 2.30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 84,862 | -41.50 | 4,824 | -41.86 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 4,605 | 0.00 | 262 | -0.76 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 63,016 | 18.25 | 3,582 | 17.67 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 86,324 | 1.38 | 4,908 | 0.86 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 29,110 | 3.25 | 1,655 | 6.50 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 64,651 | 5.36 | 3,682 | 5.02 | ||||
| 2025-05-07 | 13F | Schaeffer Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 164,838 | 2.57 | 9,371 | 2.06 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 18,496 | 17.99 | 1,051 | 16.65 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 12,572 | -12.45 | 715 | -12.93 | ||||
| 2025-06-18 | NP | NWMAX - Nationwide Destination 2040 Fund Class A | 64,176 | 3,568 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 50,652 | 87.30 | 2,880 | 86.34 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 11,467 | -0.83 | 655 | -2.09 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 8,178 | -10.94 | 465 | -11.45 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 6,562 | -1.25 | 373 | -1.58 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 73,697 | 2.27 | 4,190 | 1.75 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth & Income Fund Class II | 154,130 | 8,762 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 4,464 | 0.16 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 263,391 | -2.65 | 14,974 | -3.14 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 28,250 | -20.35 | 1,606 | -20.73 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 89,416 | -0.35 | 5,083 | -0.86 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10,534 | -3.90 | 599 | -4.47 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 119,149 | 17.83 | 6,791 | 17.57 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 5,844 | -5.56 | 332 | -5.95 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 72,310 | -13.35 | 4,111 | -13.80 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 3,499 | 15.59 | 0 | |||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 16,412 | -16.70 | 933 | -17.07 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 10,758 | -17.71 | 612 | -18.21 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 387,766 | 1.46 | 22,044 | 0.94 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1,088 | -29.26 | 62 | -32.22 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 10,368 | -4.62 | 589 | -5.15 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 1,950 | 18.18 | 0 | |||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 39,200 | -21.38 | 2,229 | -21.80 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 23,175 | -0.13 | 1,318 | -0.60 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 20,079 | 0.00 | 1,141 | -0.52 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 26,414 | -79.77 | 1,502 | -79.88 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 642,072 | 3,250.58 | 36,502 | 3,236.47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 359,425 | -0.77 | 20,433 | -1.28 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 5,600 | -25.33 | 318 | -25.70 | ||||
| 2025-05-14 | 13F | Natixis | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 23,306 | 16.14 | 1,325 | 15.53 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 16,161 | 919 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 83,660 | -38.90 | 4,756 | -39.20 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1,594 | 0.00 | 91 | -1.10 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 86,061 | -17.04 | 4,893 | -17.46 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 36,138 | 32.13 | 2,054 | 31.50 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 47,644 | -5.70 | 2,709 | -6.17 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 956,167 | 602.25 | 54,358 | 598.78 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 207,590 | -12.50 | 11,801 | -12.95 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 199,895 | -0.85 | 11,364 | -1.35 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 24,108 | 7.52 | 1,371 | 6.95 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 23,077 | 7.30 | 1,312 | 6.76 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 30,243 | 1.82 | 1,719 | 1.30 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4,735 | -34.53 | 269 | -34.87 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 103,803 | 5,901 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 7,577 | -3.98 | 431 | -4.44 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 14,596 | 1.40 | 830 | 0.85 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 21,429 | -5.96 | 1,218 | -6.45 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 5,035 | 1.06 | 286 | 0.70 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 19,393 | 0.00 | 1,102 | -0.54 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 8,402 | -10.71 | 478 | -11.17 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8,589 | 30.63 | 492 | 31.20 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 148,752 | 8,457 | ||||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 13,090 | 2.03 | 744 | 1.50 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 38,550 | 0.29 | 2,192 | -0.23 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4,500 | 0.00 | 256 | -0.78 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 26,150 | 62.29 | 1,487 | 61.52 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 12,886 | 0.55 | 733 | 0.00 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 4,810 | -1.84 | 273 | -2.15 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 142,004 | -21.56 | 8,073 | -21.45 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 94,498 | 3.77 | 5,372 | 3.25 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 50 | 3 | ||||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 33,110 | -0.03 | 1,882 | -0.53 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 15,714 | 3.53 | 893 | 3.00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 22,739 | -17.93 | 1,293 | -18.38 | ||||
| 2025-06-18 | NP | NADMX - Nationwide Investor Destinations Moderate Fund Class A | 223,961 | 12,450 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 780,603 | 6.81 | 44,377 | 6.27 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 21 | 0.00 | 1 | 0.00 |
Other Listings
| PE:JEPI |
