Statistik Asas
| Pemilik Institusi | 1140 total, 1140 long only, 0 short only, 0 long/short - change of 1.15% MRQ |
| Purata Peruntukan Portfolio | 1.1968 % - change of -8.55% MRQ |
| Saham Institusi (Panjang) | 451,307,956 (ex 13D/G) - change of -22.61MM shares -4.77% MRQ |
| Nilai Institusi (Panjang) | $ 21,576,058 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (US:JPST) telah 1140 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 451,307,956 saham. Pemegang saham terbesar termasuk Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Fmr Llc, Betterment LLC, Charles Schwab Investment Management Inc, UBS Group AG, HB Wealth Management, LLC, and FAUDX - Strategic Advisers Short Duration Fund .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (ARCA:JPST) 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 50.64 / share. Previously, on September 6, 2024, the share price was 50.54 / share. This represents an increase of 0.20% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 1272 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 805 | 41 | ||||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 214,351 | 2.52 | 10,863 | 2.63 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 817 | 41 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 52,358 | 21.85 | 2,654 | 21.98 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 35,961 | 5.40 | 1,823 | 5.50 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 130,010 | 1.95 | 6,589 | 2.04 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4,963 | -7.23 | 252 | -7.04 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 272,875 | 13.99 | 13,829 | 14.11 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 335,281 | 8.27 | 16,992 | 8.37 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 19,526 | 10.29 | 990 | 10.38 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 400 | 20 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 88,956,565 | -11.15 | 4,508,319 | -11.06 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 33,283 | 14.35 | 1,687 | 14.46 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 119,038 | 8.67 | 6,033 | 8.78 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 24 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 11,093,296 | 0.86 | 562,208 | 0.95 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 5,468 | 5.05 | 277 | 5.32 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 9,723 | -0.13 | 493 | 0.00 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 188,550 | 0.00 | 9,556 | 0.09 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 278,321 | -0.33 | 14,105 | -0.23 | ||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 25,733 | 3.98 | 1,304 | 4.07 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 17,624 | -37.77 | 892 | -37.82 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 22,388 | 104.44 | 1,135 | 104.69 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 46,218 | -43.71 | 2,343 | -43.66 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 107,317 | 18.24 | 5,439 | 18.35 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 53,910 | -6.10 | 2,732 | -5.99 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 196,816 | 4.78 | 9,975 | 4.88 | ||||
| 2025-07-28 | 13F | Essex LLC | 70,631 | -3.95 | 3,580 | -3.87 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 20,472 | 42.45 | 1,038 | 42.64 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 115,116 | 14.32 | 5,834 | 14.44 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 38,630 | 33.54 | 1,958 | 33.67 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 237,503 | -28.88 | 12,037 | -28.81 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 77,476 | 10.27 | 3,926 | 10.37 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7,812 | -75.21 | 396 | -75.24 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 294,383 | 0.64 | 14,922 | 0.76 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 114,660 | 95.15 | 5,811 | 95.36 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 2,092 | 0.00 | 106 | 0.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 69,577 | 4.73 | 3,526 | 4.85 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,427 | 6.18 | 72 | 5.88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19,337 | 97.30 | 980 | 97.38 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 1,421,212 | 54.83 | 71,828 | 55.29 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 64,613 | 3.06 | 3,275 | 3.15 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 6,506 | 330 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 757,505 | -30.43 | 38,390 | -30.36 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 18,013 | -4.59 | 913 | -4.50 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 3,447 | -59.84 | 175 | -59.91 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 129,442 | 130.06 | 6,554 | 131.23 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5,668 | 2.11 | 287 | 2.14 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 31,618 | 0.98 | 1,599 | 0.82 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 604,678 | 103.24 | 31 | 100.00 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 30 | -99.97 | 2 | -99.98 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 4,499 | -14.98 | 228 | -14.98 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 497,839 | -4.56 | 25,230 | -4.46 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 94,968 | -8.43 | 4,813 | -8.36 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1,258,877 | 941.72 | 63,800 | 942.81 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 12,622 | -96.90 | 640 | -96.90 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 2,665 | 0.00 | 134 | -0.74 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 8,992 | -28.09 | 456 | -28.23 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 126,922 | 8.14 | 6,432 | 8.25 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 242,199 | 332.54 | 12,275 | 333.10 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 157,643 | 31.44 | 7,989 | 31.57 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 44,272 | -42.08 | 2,244 | -42.03 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 45,130 | -5.58 | 2,287 | -5.50 | ||||
| 2025-08-01 | 13F | First National Trust Co | 56,160 | 52.76 | 2,846 | 52.93 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 53,819 | 1.07 | 2,725 | 1.26 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 380,847 | -3.07 | 19,301 | -2.97 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1,181,376 | 4.50 | 59,872 | 4.60 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 9,864 | 500 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 779,786 | -4.10 | 39,520 | -4.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 68,419 | -3.58 | 3,467 | -2.99 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 8,556 | 434 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 15,384 | 3.86 | 780 | 4.01 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 484,804 | -33.36 | 24,570 | -33.29 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 103,347 | 20.88 | 5,238 | 21.00 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 78,070 | 0.85 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25,341 | 27.77 | 1,284 | 27.89 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 323,309 | -5.98 | 16,385 | -5.89 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 18,003 | 909 | ||||||
| 2025-05-05 | 13F | Mosaic Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10,738 | -4.32 | 544 | -4.23 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 64,560 | 8.48 | 3,272 | 8.56 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 12,620 | -11.25 | 640 | -11.13 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 10,569 | 536 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7,457 | 52.68 | 0 | |||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 202,281 | 0.22 | 10 | 0.00 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4,252 | 0.00 | 215 | 0.00 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 765,271 | 2.93 | 38,784 | 3.03 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,419 | -85.38 | 223 | -85.42 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 54,068 | 423.86 | 2,740 | 427.94 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 4,157 | 0.00 | 211 | 0.00 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 170,629 | -44.82 | 8,647 | -44.77 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 61,005 | 8.69 | 3,092 | 8.80 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 328,949 | -1.55 | 16,671 | -1.45 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 316,225 | 45.32 | 16,026 | 45.47 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 56,932 | 8.93 | 2,885 | 9.03 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 349,122 | 1.35 | 17,694 | 1.45 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 105,162 | 97.72 | 5,330 | 97.92 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 7,060 | -20.80 | 358 | -20.84 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 58,822 | -2.19 | 3 | -33.33 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 96,382 | 25.39 | 4,885 | 25.52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,449,966 | 16.89 | 124 | 16.98 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 15,859 | 0.08 | 803 | 0.50 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 8,234 | -0.39 | 417 | -0.24 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 195,260 | 63.43 | 9,896 | 63.61 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9,955 | -10.43 | 1 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7,576 | 384 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 6,245 | 0.58 | 317 | 0.64 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1,065 | -99.77 | 54 | -99.77 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 47,794 | -10.08 | 2,422 | -10.00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,020 | 52 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 994 | 99.60 | 50 | 100.00 | ||||
| 2025-08-28 | NP | RQIAX - RESQ Strategic Income Fund Class A Shares | 64,500 | 0.00 | 3,269 | 0.09 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 178,946 | 6.00 | 9,069 | 6.46 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 74,052 | 29.24 | 3,753 | 29.38 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 4,100 | 0.00 | 208 | 0.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 545,964 | 568.97 | 27,669 | 569.63 | ||||
| 2025-08-07 | 13F | PFG Advisors | 16,498 | 836 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 48,320 | -0.26 | 2,449 | -0.16 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 15,090 | 24.57 | 765 | 24.63 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 63,678 | 1.37 | 3,227 | 1.48 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 37,036 | 16.85 | 1,877 | 16.96 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 16,505 | 11.48 | 836 | 11.62 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 189,266 | 9,592 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 32,984 | 43.51 | 1,672 | 43.68 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 4,603 | 233 | ||||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 63,364 | 6.35 | 3,211 | 6.47 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 71,532 | -3.17 | 3,625 | -3.07 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 40,374 | -1.34 | 2,046 | -1.21 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 208,811 | 11.12 | 10,572 | 11.70 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 216,650 | 0.00 | 10,980 | 0.10 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8,603 | 19.52 | 436 | 19.78 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19,771 | 67.99 | 1,000 | 68.07 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 3,959 | -5.33 | 201 | -5.21 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 92,847 | -13.70 | 4,706 | -13.62 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 110,938 | -4.82 | 5,601 | -5.08 | ||||
| 2025-08-08 | 13F | Summitry Llc | 6,890 | 349 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 268,183 | 201.22 | 13,592 | 201.55 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 115,242 | -3.84 | 5,841 | -3.74 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 214,784 | 17.04 | 10,844 | 17.04 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 258 | -44.64 | 13 | -43.48 | ||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 706 | 0.00 | 36 | 0.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4,605 | -36.86 | 233 | -36.86 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 213,243 | -0.92 | 10,807 | -0.82 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 22,976 | 28.98 | 1,164 | 29.19 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 76,875 | -79.44 | 3,884 | -79.49 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 494,260 | 26.80 | 25,049 | 26.93 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 303,249 | 28.53 | 15,369 | 28.66 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 205,273 | -1.68 | 10 | 0.00 | ||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7,870 | -7.07 | 399 | -7.01 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 7,381 | 374 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 4,731 | 0.00 | 240 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 676,769 | 224.48 | 34 | 240.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 205,930 | 954.92 | 10,395 | 957.48 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 460,530 | -4.50 | 23 | -4.17 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 310,301 | 84.47 | 15,726 | 84.66 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 13,536 | 26.34 | 686 | 26.57 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 118,759 | 11.08 | 6,019 | 11.18 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 210,232 | 14.74 | 11 | 11.11 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 14,878 | 0.03 | 754 | 0.00 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 75,850 | -16.29 | 3,844 | -16.20 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 14,979 | 26.59 | 759 | 26.71 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 4,145 | 0.31 | 210 | 0.48 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 4,351 | 0.00 | 221 | 0.00 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 65,491 | 3,319 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 542,504 | -1.01 | 27,494 | -0.91 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,635,175 | 0.55 | 82,871 | 0.64 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 220 | 0 | ||||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 72,857 | 3,692 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,934 | 0.00 | 98 | 1.03 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 31,646 | -42.15 | 1,604 | -42.11 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,823,169 | 27.64 | 244,438 | 27.76 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2,339 | 0.00 | 119 | 0.85 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 384,022 | 75.48 | 19,462 | 75.65 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 6,573 | 11.12 | 333 | 11.37 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 83,347 | -33.15 | 4,224 | -33.08 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 6,045 | 306 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 516,228 | 1.50 | 26,162 | 1.60 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,029,052 | -4.95 | 52,152 | -4.85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 311,227 | 37.38 | 15,773 | 37.52 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 229,162 | 1.42 | 11,614 | 1.52 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2,013 | 0.25 | 102 | 0.99 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 62,672 | 8.64 | 3,176 | 8.77 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 246,992 | 1.86 | 12,518 | 1.96 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 4,224 | 214 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 24,719 | 9.27 | 1,253 | 9.34 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 190,525 | 110.52 | 9,656 | 110.72 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 67,801 | 56.82 | 3,436 | 56.97 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 120,800 | 0.24 | 6,122 | 0.34 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 451 | 0.00 | 23 | 0.00 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 71,331 | 4.07 | 3,615 | 4.18 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 19,855 | 19.91 | 1,006 | 20.05 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 141,812 | -14.20 | 7,177 | -14.21 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 5,000 | 11.11 | 253 | 11.45 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 80,613 | -5.11 | 4,085 | -5.02 | ||||
| 2025-04-22 | 13F | RFP Financial Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 8,049 | 4.02 | 406 | 4.10 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3,619 | -72.66 | 183 | -72.84 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 55,026 | 203.96 | 2,789 | 204.37 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 712 | -1.39 | 36 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,162 | 54.93 | 59 | 56.76 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 183,031 | 9,276 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 10,038 | 509 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5,239 | 266 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 4,708 | -11.27 | 239 | -11.19 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 343,073 | -1.34 | 17,387 | -1.24 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 40,426 | -13.66 | 2,049 | -13.59 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 11,888 | -1.70 | 602 | -1.63 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 35,431 | -5.37 | 1,796 | -5.28 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 280 | 0.00 | 14 | 0.00 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 64,235 | -10.48 | 3,255 | -10.38 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 17,732 | 21.00 | 899 | 21.19 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 7,862 | 398 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,023 | -63.66 | 153 | -63.66 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 109,309 | -6.63 | 5,540 | -6.55 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 690,854 | 5.64 | 35,012 | 5.74 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 35,448 | 1,797 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 1,109,451 | 0.50 | 56,227 | 0.60 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 553,255 | -57.62 | 28,039 | -57.58 | ||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 5,062 | -8.18 | 257 | -8.24 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 28,128 | 1.81 | 1,426 | 1.93 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 17,471 | 0.00 | 885 | 0.11 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 5,970 | -95.45 | 303 | -95.45 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43,316 | 10.50 | 2,195 | 10.64 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 4,378 | -1.13 | 222 | -1.34 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4,114 | 208 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11,619 | -16.40 | 589 | -16.36 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 37,245 | 8.52 | 1,888 | 8.64 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 61,385 | 12.05 | 3,111 | 12.19 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 10,797 | 10.44 | 547 | 10.73 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 21,051 | -27.12 | 1,067 | -27.09 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 30,071 | -16.91 | 1,524 | -16.87 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 31,331 | 330.19 | 1,588 | 331.25 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 188 | -79.72 | 10 | -80.43 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 53,579 | -15.45 | 2,715 | -15.37 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 28,075 | -0.35 | 1,423 | -0.28 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 119,001 | 6,031 | ||||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 9,732 | -0.18 | 493 | 0.00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 7,408 | 49.99 | 375 | 50.00 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 6,305 | 0.78 | 320 | 0.95 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 286,655 | 5.38 | 14,528 | 5.48 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,039 | 0.00 | 53 | 0.00 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 123,600 | -0.63 | 6,264 | -0.52 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 50,404 | 219.46 | 2,554 | 220.05 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 17,417 | -36.64 | 882 | -36.59 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 254,047 | 6.92 | 12,875 | 7.03 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 290,524 | 31.24 | 14,724 | 32.04 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 47,780 | 2.70 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 425,899 | 3.24 | 21,585 | 3.34 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 566,156 | 3.16 | 28,693 | 3.26 | ||||
| 2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 40,088 | 102.52 | 2,032 | 102.69 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 10,023 | -2.21 | 508 | -2.12 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 4,246 | 0.07 | 215 | 0.47 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1,226 | 467.59 | 62 | 520.00 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 79,147 | -1.69 | 4,011 | -1.62 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 4,543 | -2.26 | 230 | -2.13 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 9,550 | 9.19 | 484 | 9.28 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 38 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Family Management Corp | 27,882 | -5.71 | 1,413 | -5.61 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 4,978 | 9.14 | 252 | 9.57 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 26,125 | 58.65 | 1,324 | 58.94 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15,011 | -21.59 | 761 | -21.57 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 7,860 | 0.00 | 398 | 0.25 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 18,228 | -5.23 | 924 | -5.14 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,914,662 | 11.58 | 857,235 | 11.69 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 12,513 | -21.28 | 634 | -21.14 | ||||
| 2025-08-14 | 13F | Endurance Services Ltd | 415,000 | 0.00 | 21,032 | 0.10 | ||||
| 2025-07-11 | 13F | Bell Bank | 29,249 | -0.49 | 1,482 | -0.40 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 250,470 | -12.97 | 12,694 | -12.89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 276,176 | 273.86 | 13,997 | 274.22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,640,409 | 17.53 | 235,176 | 17.65 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 51,518 | 253.66 | 2,611 | 254.14 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 48,197 | -23.61 | 2 | -33.33 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 130,675 | -26.67 | 6,623 | -26.60 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 346,500 | 31.06 | 17,561 | 31.19 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 63 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 25,296 | -12.49 | 1,282 | -12.37 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 197,067 | -5.23 | 9,987 | -5.14 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6,607 | -55.93 | 335 | -55.99 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 553,661 | 4.99 | 28,060 | 5.09 | ||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 485,706 | 1.95 | 25 | 0.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 120,815 | 4.08 | 6,114 | 4.37 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 72,462 | 6.80 | 3,672 | 6.90 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 30,551 | -5.66 | 1,548 | -5.55 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 35,216 | 0.70 | 1,785 | 0.79 | ||||
| 2025-07-17 | 13F | City Holding Co | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 7,529 | -82.30 | 382 | -82.30 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 140,538 | 7.11 | 7,122 | 7.23 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 59,649 | -92.70 | 3,023 | -92.70 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 31,141 | 24.87 | 1,572 | 24.48 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 91,400 | 0.00 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 138,223 | -16.10 | 7,005 | -16.01 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 45,541 | -98.11 | 2,308 | -98.11 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 75,078 | 5.54 | 3,805 | 5.64 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 13,667 | -12.17 | 693 | -12.07 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 130,147 | -2.41 | 6,596 | -2.31 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 327,455 | 4.90 | 16,595 | 5.00 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 8,364 | -63.75 | 424 | -63.78 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 261,966 | 13.51 | 13,276 | 13.63 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 174,264 | 47.00 | 8,832 | 47.13 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 6,071 | -17.19 | 308 | -17.25 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 435,852 | 0.25 | 22,006 | 0.51 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1,657 | 1.22 | 84 | 1.22 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2,180 | 0.00 | 110 | 0.00 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 434,030 | 12.42 | 21,997 | 12.53 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 7,776 | -20.46 | 394 | -20.24 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,405 | 274 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 93,525 | 2.30 | 4,740 | 2.40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 34,891 | 87.84 | 1,768 | 88.09 | ||||
| 2025-08-08 | 13F | Creative Planning | 41,124 | -46.98 | 2,084 | -46.93 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 107,654 | 0.91 | 5,456 | 1.00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 27,590 | -35.99 | 1,398 | -35.93 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9,374 | -21.48 | 475 | -21.36 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22,773 | 48.46 | 1 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,475 | 75 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 276,099 | 10.88 | 13,993 | 10.99 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 37,381 | 75.92 | 1,894 | 76.19 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 211,196 | 11.14 | 10,703 | 11.26 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21,843 | -75.76 | 1,107 | -75.75 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 44,290 | 1.90 | 2,245 | 2.00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 36 | 2.86 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 15,859 | 804 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 9,879 | 81.13 | 501 | 81.82 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 24,109 | -3.42 | 1,222 | -3.33 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 837 | 0.00 | 42 | 0.00 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 70,820 | 66.91 | 3,586 | 67.76 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 72,882 | 5.89 | 3,694 | 6.00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 276,427 | 30.14 | 14,009 | 30.27 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 1,137,305 | -30.09 | 57,638 | -30.01 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 432,518 | 2.53 | 21,920 | 2.63 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 81,169 | 15.58 | 4,114 | 15.70 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 28,476 | 0.04 | 1,443 | 0.14 | ||||
| 2025-07-15 | 13F | Hall Laurie J Trustee | 4,630 | 0.00 | 235 | 0.00 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1,926,101 | -5.07 | 97,557 | -5.02 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 5,810 | 294 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 127,315 | 0.15 | 6,452 | 0.25 | ||||
| 2025-08-12 | 13F | Main Management LLC | 2,167 | 10.62 | 0 | |||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 4,000 | 0.00 | 203 | 0.00 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 13,366 | 677 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 42,723 | 37.52 | 2,165 | 37.72 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 517,476 | 2.96 | 26,226 | 3.07 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 82,588 | -41.23 | 4,186 | -41.18 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 198,982 | -0.54 | 10,084 | -0.44 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 72,999 | -37.00 | 3,700 | -36.94 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26,458 | -37.74 | 1,341 | -37.70 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 4,326 | 7.08 | 219 | 7.35 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 96,202 | 0.94 | 4,876 | 1.04 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 62,120 | 1.01 | 3,148 | 1.12 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 44,863 | -0.84 | 2,274 | -0.74 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 31,000 | -0.64 | 1,571 | -0.51 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 26,319 | 19.78 | 1,334 | 20.20 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7,683 | 10.71 | 389 | 10.83 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 118,715 | 1.46 | 6,016 | 1.57 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 40,089 | -31.36 | 2,032 | -31.29 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 402,206 | -2.73 | 20,384 | -2.64 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 9,968 | -11.99 | 505 | -11.73 | ||||
| 2025-04-22 | 13F | Cohalo Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 6,000 | -14.88 | 304 | -14.61 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 33,184 | 22.70 | 1,682 | 22.79 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 17,001 | 57.52 | 862 | 57.69 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 63,571 | -48.49 | 3,222 | -48.45 | ||||
| 2025-08-13 | 13F | Brentview Investment Management LLC | 700 | 35 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 151,381 | 25.19 | 7,672 | 25.30 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 131,239 | 0.71 | 6,651 | 0.82 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 168,395 | -11.40 | 8,534 | -11.31 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 44,708 | 3.20 | 2,266 | 3.28 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 69,748 | 57.17 | 3,535 | 57.35 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 2,871 | -16.78 | 145 | -16.67 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 213,034 | -35.37 | 10,797 | -35.30 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 49,260 | 2.79 | 2,496 | 2.89 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 80 | 4 | ||||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 90,330 | 710.93 | 4,573 | 717.89 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 7,587 | 44.82 | 384 | 46.01 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 84,989 | 81.93 | 4,307 | 82.11 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 119,582 | 1.06 | 6,054 | 1.58 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 81,692 | -0.76 | 4,140 | -0.65 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 15,031 | -8.30 | 762 | -8.20 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 17,691 | 0.00 | 897 | 0.11 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 253,142 | 3.77 | 12,789 | 3.55 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 1,478,317 | 2.20 | 74,921 | 2.30 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 72 | 14.29 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 927,786 | -0.28 | 47,020 | -0.18 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 37,982 | -71.13 | 1,925 | -71.12 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 73,165 | 3,708 | ||||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 80,601 | 5.75 | 4,070 | 5.50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,662,322 | 6.87 | 84,246 | 6.98 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 927,651 | 47,013 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8,888,716 | 4.01 | 450,480 | 4.68 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 65,766 | -7.02 | 3,333 | -6.93 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 36,062 | 20.09 | 1,828 | 20.20 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 14,752 | 59.09 | 745 | 58.85 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,086 | 0.51 | 410 | 0.49 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 35,123 | 4.49 | 1,780 | 4.64 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 45,334 | -14.16 | 2,298 | -14.07 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 481,731 | 1.90 | 24,414 | 2.01 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 423,600 | 17.60 | 21,468 | 17.72 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5,949 | 45.95 | 301 | 46.12 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 292,252 | 0.37 | 14,811 | 0.47 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 26,516 | -30.20 | 1,344 | -30.16 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 49,325 | -0.27 | 2,500 | -0.16 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 862 | 14.48 | 44 | 13.16 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 6,050 | 0.00 | 307 | 0.00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 5,971 | -93.71 | 303 | -93.72 | ||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 4,800 | 0.00 | 243 | 0.00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 20,252 | 29.75 | 1,026 | 29.87 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 169,961 | 5.80 | 8,614 | 5.90 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 8,896 | -13.74 | 451 | -13.79 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 89,167 | 50.83 | 4,519 | 50.95 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 39,530 | -82.42 | 2,003 | -82.41 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 55,875 | 4.62 | 2,832 | 4.70 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 958,195 | 111.78 | 48,561 | 112.03 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 204,155 | 4.44 | 10,347 | 4.55 | ||||
| 2025-07-17 | 13F | KWB Wealth | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 3,500 | -66.59 | 177 | -66.60 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 165,560 | 20.02 | 8,391 | 20.15 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 25 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 539,982 | 53.85 | 27,366 | 54.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 41,609 | -73.15 | 2,109 | -73.14 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 238,908 | 1.40 | 12,108 | 1.50 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 453,674 | 10.04 | 22,992 | 10.15 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 8,825 | 14.61 | 447 | 14.91 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 34,546 | -15.94 | 1,751 | -15.87 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 99,062 | 64.15 | 5,020 | 64.32 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 47,154 | -9.11 | 2,390 | -9.03 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8,672 | -47.83 | 439 | -47.80 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 141,775 | 124.49 | 7,150 | 124.49 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 22,698 | 7.26 | 1,150 | 7.38 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 309,352 | -3.36 | 15,678 | -3.27 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 39,498 | -1.42 | 2,002 | -1.33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 493,111 | 509.06 | 24,991 | 509.66 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 55,342 | 0.00 | 2,805 | 0.11 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 103,194 | -4.22 | 5,230 | -4.13 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 9,993 | 0.00 | 506 | 0.20 | ||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 22,388 | -5.55 | 1,135 | -5.50 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 51,682 | 9.53 | 2,619 | 9.67 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 121,940 | -37.09 | 6,180 | -37.03 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 4,961 | 0.00 | 251 | 0.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6,113 | 7.59 | 310 | 7.67 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 10,262 | 0.00 | 520 | 0.19 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 232 | 0.00 | 12 | 0.00 | ||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio | 1,198,330 | -81.06 | 60,731 | -81.04 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 140,098 | 7,096 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 585,114 | 4.96 | 30 | 3.57 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8,294 | -2.07 | 420 | -1.87 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 22,151 | 1 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9,811 | 2.29 | 497 | 2.47 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3,971 | 0.00 | 201 | 0.00 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 18,178 | 27.87 | 921 | 28.09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,621 | -4.14 | 82 | -3.53 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 17,400 | 85.11 | 882 | 86.26 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 29,378 | 38.24 | 1,489 | 38.42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 473,102 | 8.39 | 23,977 | 8.49 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 9,907 | 502 | ||||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 200,946 | 1.76 | 10,184 | 1.85 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 64,313 | -14.15 | 3 | 0.00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 208,909 | -0.68 | 10,550 | -0.94 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 193,866 | 5.97 | 9,825 | 6.08 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 775 | 0.00 | 39 | 0.00 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 108,213 | -0.73 | 5,484 | -0.63 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 121,927 | -31.19 | 6,179 | -31.12 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 34,533 | 1,750 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4,000 | -16.25 | 203 | -16.18 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 584,169 | 12.17 | 29,606 | 12.28 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 277,986 | 133.18 | 14,089 | 134.08 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 906,410 | 41.83 | 45,937 | 41.97 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4,925 | 0.00 | 250 | 0.00 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 22,880 | -1.71 | 1,160 | -1.61 | ||||
| 2025-08-29 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 780,797 | 0.00 | 39,571 | 0.10 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 402 | 8.06 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 10,160 | 2.01 | 515 | 2.59 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 66,647 | -6.33 | 3,370 | -6.47 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 143,136 | -4.99 | 7,254 | -4.89 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 354,315 | 11.13 | 17,957 | 11.24 | ||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 7,228 | -18.66 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 102,655 | -79.72 | 5,203 | -79.70 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 57,643 | -11.01 | 2,921 | -10.92 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 128,841 | 28.37 | 6,530 | 28.50 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 14,051 | 44.99 | 711 | 45.70 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 41,408 | 6.88 | 2,099 | 6.99 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 253,260 | 7.25 | 12,835 | 7.36 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 396 | 20 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,582,584 | 22.77 | 181,544 | 23.11 | ||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio | 2,001,669 | -75.60 | 101,445 | -75.58 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 5,930 | 301 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 68,715 | -8.52 | 3,476 | -8.60 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 1,310,993 | 13.87 | 66,441 | 13.98 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,303 | 0.54 | 66 | 1.54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 135,094 | 45.49 | 6,847 | 45.63 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 186,732 | -41.09 | 9,464 | -41.03 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 5,151 | 1.88 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 28,950 | 19.53 | 1,467 | 19.66 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 152,449 | 7.43 | 7,726 | 7.54 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 40,999 | 46.88 | 2,078 | 46.99 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 61,539 | 10.55 | 3,119 | 11.24 | ||||
| 2025-08-15 | 13F | State of Tennessee, Treasury Department | 1,181,800 | -13.11 | 59,894 | -13.02 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 72,857 | 3,692 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 36,123 | -3.99 | 1,831 | -3.89 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 297,687 | -18.95 | 15,087 | -18.87 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 46,442 | 2,354 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 687,842 | 0.41 | 34,860 | 0.50 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 5,563 | 1.33 | 282 | 1.44 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3,475 | -5.44 | 176 | -5.38 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 26,565 | 2.16 | 1,346 | 2.28 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 156,424 | 14.96 | 7,906 | 15.00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 72 | -57.89 | 4 | -62.50 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 939 | 0.00 | 48 | 0.00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 260,247 | 5.61 | 13,189 | 5.71 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 56,708 | -3.71 | 2,874 | -3.62 | ||||
| 2025-08-08 | 13F | Donoghue Forlines LLC | 533,117 | 27,018 | ||||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 6,592 | 1.14 | 334 | 1.21 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 127,467 | -0.15 | 6,460 | 0.47 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 126,700 | 43.29 | 6,421 | 43.45 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 28,894 | -0.37 | 1,464 | -0.27 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 8,039 | -24.22 | 407 | -24.21 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 386,692 | 4.67 | 19,598 | 4.77 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 126,774 | 20.16 | 6,425 | 20.28 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 10,936 | -11.53 | 554 | -11.36 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 39,221 | 4.52 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 605,364 | -8.11 | 30,680 | -8.02 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 362,310 | 1,207.74 | 18,362 | 1,209.63 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 732 | -75.06 | 37 | -75.00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7,329 | -29.37 | 371 | -29.33 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 4,723 | -8.58 | 239 | -8.43 | ||||
| 2025-08-20 | NP | CONWX - Concorde Wealth Management Fund | 20,000 | 0.00 | 1,014 | 0.10 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12,556 | 69.52 | 636 | 70.05 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 91,826 | -3.63 | 4,654 | -3.54 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 135,083 | -24.56 | 6,846 | -24.48 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 196,895 | -2.24 | 9,979 | -2.14 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2,447,023 | 59.94 | 124,015 | 60.10 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 42,100 | -10.71 | 2,134 | -10.64 | ||||
| 2025-05-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 380,737 | -0.03 | 19,296 | 0.07 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 975,829 | 0.38 | 49 | 0.00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 10,162 | -86.29 | 516 | -86.28 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 310,595 | 527.44 | 15,741 | 528.09 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 101,703 | 9.98 | 5,154 | 10.10 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 13,342 | -20.18 | 676 | -20.09 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 117,796 | -1.81 | 5,970 | -1.73 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 411,196 | -3.28 | 20,839 | -3.18 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 96,899 | -0.41 | 4,911 | -0.32 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 293,851 | -16.35 | 14,878 | -15.92 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 10,000 | 0.00 | 507 | 0.00 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 31,814 | 13.20 | 1,612 | 13.36 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 558,897 | 4.94 | 28,208 | 4.98 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 48,876 | -2.65 | 2,477 | -2.56 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,414 | 6.96 | 122 | 7.02 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 988,281 | 16.41 | 50,086 | 16.53 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 7,056 | 8.82 | 358 | 8.84 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13,300 | 673 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 107,993 | 6.44 | 5,473 | 6.56 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 117,779 | -5.01 | 5,969 | -4.91 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 158,190 | 0.62 | 7,985 | 0.33 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 477,120 | -3.76 | 24,180 | -3.67 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 338,130 | 32.26 | 17,136 | 32.40 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 553,661 | 28,060 | ||||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 932,776 | 0.10 | 47,273 | 0.62 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 4,181 | 212 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 27,493 | 42.64 | 1,393 | 42.87 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16,000 | 60.00 | 811 | 60.08 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 10,676 | -65.48 | 541 | -65.43 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 76,753 | 81.09 | 3,890 | 81.90 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 8,515 | -4.51 | 432 | -4.43 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 82,100 | 13.87 | 4,161 | 13.97 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 216,752 | -15.91 | 10,985 | -15.83 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 9,956 | 4.59 | 505 | 4.78 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 111,573 | -10.88 | 5,655 | -10.79 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 394,616 | -14.49 | 19,999 | -14.41 | ||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 5,217 | 0.46 | 264 | 1.15 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 250 | 0.00 | 13 | 0.00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 4,934 | -0.06 | 250 | 0.40 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 949 | 75.42 | 48 | 77.78 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 81,457 | 16.03 | 4,128 | 16.15 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 251,607 | 18.73 | 12,724 | 18.59 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40,893 | 8.15 | 2,072 | 8.25 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7,278 | 369 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,209 | -96.57 | 61 | -96.58 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 152,631 | -4.46 | 7,735 | -4.36 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 1,714,006 | 3.80 | 86,866 | 3.90 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 170 | 42.86 | 9 | 33.33 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 3,814,842 | 42.21 | 193,336 | 42.35 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,319,673 | 7.76 | 66,881 | 7.87 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 99,354 | 33.12 | 5,035 | 33.27 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 74,979 | 12.09 | 3,800 | 12.20 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 24,551 | 0.66 | 1,244 | 0.81 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,822 | 0.00 | 92 | 0.00 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 43,468 | 1.17 | 2,203 | 1.24 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 10,850 | 25.33 | 550 | 25.34 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 165,004 | -9.87 | 8,362 | -9.79 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 16 | 0.00 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 98,586 | -9.11 | 4,991 | -8.64 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 19,756 | -3.00 | 1,001 | -2.91 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 115,058 | 1.46 | 5,831 | 1.57 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 9,512 | -2.06 | 482 | -1.83 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Members Capital Advisors Inc | 495,000 | -50.25 | 25,087 | -50.20 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 176,768 | 30.42 | 8,959 | 30.55 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 6,681 | -0.93 | 339 | -0.88 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4,679 | 1.39 | 236 | 1.72 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 73,618 | -16.77 | 3,729 | -16.71 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 12,873 | -19.18 | 652 | -19.11 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 4,105 | 208 | ||||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 61,184 | -2.28 | 3,101 | -2.18 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 14,170 | 27.89 | 718 | 28.21 | ||||
| 2025-07-07 | 13F | Trust Co | 4,756 | -0.02 | 241 | 0.42 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 49,710 | -19.14 | 2,519 | -19.06 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 132,461 | 0.49 | 6,713 | 0.60 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 35,207 | -0.80 | 1,784 | -0.67 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 367,532 | 26.36 | 18,626 | 26.48 | ||||
| 2025-06-02 | 13F | SkyView Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 15,401 | -38.33 | 781 | -38.29 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 356,139 | 6,371.72 | 18,049 | 6,392.45 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 28,100 | 0.00 | 1,424 | 0.14 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 17,597 | 0.00 | 892 | 0.11 | ||||
| 2025-05-13 | 13F | Journey Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8,881 | 16.84 | 450 | 17.19 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 339,905 | 23.87 | 17,226 | 24.00 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12,511 | 8.69 | 634 | 8.93 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 188 | 0.00 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 14,276 | 0.85 | 724 | 0.98 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 10,632 | -1.06 | 538 | -0.55 | ||||
| 2025-07-24 | 13F | Birch Capital Management, LLC | 19,774 | -2.91 | 1,002 | -2.81 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 45,433 | -2.60 | 2,303 | -2.50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 82,733 | 22.43 | 4,193 | 22.54 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 49,508 | -2.18 | 2,509 | -2.07 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 245,397 | -0.60 | 12,437 | -0.50 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 22,232 | -10.33 | 1,127 | -10.28 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 122,821 | -6.18 | 6,225 | -6.08 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 487,444 | -1.35 | 24,704 | -1.25 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 224,432 | 1.97 | 11,374 | 2.07 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 222,771 | 2.73 | 11,290 | 2.83 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 30,834 | 1.64 | 1,563 | 1.76 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 2,285 | -1.04 | 116 | -0.86 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 4,385 | 222 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RULE - Adaptive Core ETF | 10,936 | -11.53 | 554 | -11.36 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 4,000 | 0.00 | 203 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 312,670 | 61.51 | 15,846 | 61.68 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 6,385 | -19.57 | 324 | -19.45 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 11,994 | 0.00 | 608 | 0.00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5 | 66.67 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 39,257 | -24.88 | 1,990 | -24.80 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 14,283 | -15.77 | 724 | -15.73 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,182,696 | 23.98 | 60 | 22.92 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 16,884 | -3.40 | 856 | -3.28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,750,037 | 12.83 | 139,393 | 12.94 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,501 | -99.50 | 228 | -99.50 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 8,734 | 442 | ||||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 1,667,229 | -43.93 | 84,495 | -43.88 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 267,036 | 98.45 | 13,523 | 98.50 | ||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 6,684 | -2.91 | 339 | -2.87 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 39,575 | 8.26 | 2,006 | 8.73 | ||||
| 2025-04-18 | 13F | Seed Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,047 | 4.49 | 154 | 4.76 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 15,746 | 42.19 | 798 | 42.50 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 27,406 | -7.93 | 1,385 | -7.79 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 811,134 | -5.04 | 41,108 | -4.95 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 43,551 | -14.56 | 2,207 | -14.46 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 435,249 | 9.18 | 22,058 | 9.29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6,565 | 333 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 581,880 | 16.95 | 29,490 | 17.07 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,261 | 165 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 145,061 | 63.57 | 7 | 75.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 16,838 | 2.88 | 853 | 3.02 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 314,012 | -34.45 | 15,914 | -34.39 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 128,670 | 3.75 | 6,521 | 3.84 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 444,430 | 33.07 | 22,524 | 33.20 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 1,014 | 0.90 | 51 | 2.00 | ||||
| 2025-05-09 | NP | ACIFX - Advisors Capital International Fund | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 8,935 | 41.09 | 453 | 41.25 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 21,593 | -8.17 | 1,094 | -8.07 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,245 | -81.97 | 63 | -81.95 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 492,206 | 4.05 | 24,945 | 4.15 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 30,759 | -17.13 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 60,152 | 42.99 | 3,048 | 43.17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 340,088 | -8.31 | 17,236 | -8.09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 916,646 | 42.14 | 46,456 | 42.29 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 50,387 | 4.69 | 2,554 | 4.80 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 171,315 | 2.18 | 8,682 | 2.29 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 9,334 | -79.08 | 473 | -79.05 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 584,421 | 9.01 | 29,618 | 9.11 | ||||
| 2025-08-05 | 13F | McBroom & Associates, LLC | 27,765 | 0.00 | 1,406 | 0.00 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 41,317 | 15.68 | 2,094 | 15.76 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 27,520 | 3.90 | 1,395 | 3.95 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 56,198 | -18.14 | 2,848 | -18.04 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 166 | 0 | ||||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 256,231 | -0.77 | 12,986 | -0.67 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 17,406 | 96.90 | 882 | 97.32 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45,693 | 14.01 | 2,316 | 14.10 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 8,030 | 12.10 | 407 | 12.15 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 222,075 | 58.31 | 11,255 | 58.46 |
