Statistik Asas
| Pemilik Institusi | 1551 total, 1549 long only, 0 short only, 2 long/short - change of 1.77% MRQ |
| Purata Peruntukan Portfolio | 1.1858 % - change of -3.46% MRQ |
| Saham Institusi (Panjang) | 259,848,373 (ex 13D/G) - change of 5.31MM shares 2.09% MRQ |
| Nilai Institusi (Panjang) | $ 43,626,640 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares MSCI USA Quality Factor ETF (US:QUAL) telah 1551 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 259,848,373 saham. Pemegang saham terbesar termasuk Envestnet Asset Management Inc, LPL Financial LLC, Fmr Llc, Morgan Stanley, Bank Of America Corp /de/, Pnc Financial Services Group, Inc., Jpmorgan Chase & Co, Wells Fargo & Company/mn, Ameriprise Financial Inc, and BlackRock, Inc. .
iShares Trust - iShares MSCI USA Quality Factor ETF (BATS:QUAL) 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 189.22 / share. Previously, on September 6, 2024, the share price was 170.66 / share. This represents an increase of 10.87% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2,293 | 0.00 | 419 | 7.16 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 41,987 | 7.35 | 7,676 | 14.82 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 1,477 | 0.96 | 270 | 8.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 25,526 | -48.92 | 4,667 | -45.36 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 32,792 | 0.89 | 5,995 | 7.94 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 20,360 | 7.94 | 3,722 | 15.48 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17,907 | 0.69 | 3,274 | 7.70 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 22,535 | -26.91 | 4,219 | -18.96 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 9,938 | 0.93 | 1,817 | 7.97 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 149,913 | 8.27 | 27,407 | 15.78 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 11,315 | 2,021 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 3,541 | 0.00 | 649 | 7.27 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,386 | 9.50 | 436 | 17.20 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 45,769 | 14.63 | 8,367 | 22.63 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5,644 | 37.32 | 1 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 129,755 | 4.60 | 23,722 | 11.91 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 207 | 0.00 | 38 | 5.71 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 2,478 | 14.14 | 453 | 22.10 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Hoese & Co LLP | 45,590 | -0.27 | 8,335 | 6.70 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1,553 | -6.33 | 284 | 0.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 288,439 | 3.27 | 52,732 | 10.48 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 40,319 | 4.51 | 7,371 | 11.82 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 15,437 | 1.67 | 2,822 | 8.79 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,984,988 | 2.32 | 363 | 9.37 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 32,082 | 60.76 | 5,865 | 65.07 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 19,762 | 3,613 | ||||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 2,235 | -6.09 | 409 | 0.49 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 20,387 | 14.23 | 3,781 | 26.17 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 1,581 | 0.00 | 289 | 7.04 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 135,950 | -2.53 | 24,854 | 4.28 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 612 | 113 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 2,570 | -65.80 | 470 | -63.47 | ||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 87 | 0.00 | 16 | 7.14 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 148,691 | -8.22 | 27,184 | -1.81 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 96 | -28.89 | 18 | -26.09 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 90 | 16 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 5,957 | -18.15 | 1,089 | -12.39 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2,763 | 2.14 | 472 | -4.26 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 21,425 | -10.51 | 3,917 | -4.28 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 30,505 | -0.69 | 5,577 | 6.23 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 25,431 | 6.08 | 4,637 | 13.21 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 17 | 0.00 | 3 | 50.00 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 8,686 | 10.54 | 1,613 | 20.03 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 2,169 | 0.00 | 397 | 7.03 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 264,863 | 2.01 | 48,422 | 9.13 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 68,426 | 2.52 | 12,510 | 9.67 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 1,152 | -20.66 | 211 | -15.32 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 18,106 | -16.60 | 3,310 | -10.76 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 25,951 | 8.77 | 4,746 | 16.38 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 319 | 0.00 | 58 | 7.41 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 77,382 | 2.64 | 14,147 | 13.82 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 58,611 | -71.91 | 10,715 | -69.95 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 106,398 | 10.98 | 19,455 | 18.74 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1,540 | 0.00 | 282 | 6.84 | ||||
| 2025-05-09 | 13F | Evolution Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 4,750 | 25.23 | 868 | 33.95 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,720 | 5.52 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 642,368 | -0.19 | 117,438 | 6.78 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 76,500 | 13.31 | 13,986 | 21.22 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 14 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 11,535 | 2 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 111,624 | -12.37 | 20,407 | -6.25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 6,332 | 1,158 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 73,896 | 14.86 | 13,510 | 22.88 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 3,614 | 661 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,566 | -1.11 | 652 | 5.68 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 14,100 | 157.91 | 2,578 | 175.91 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 4,774 | -14.49 | 873 | -8.60 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 221,609 | 3.61 | 40,514 | 10.85 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 3,888 | -4.12 | 711 | 2.60 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 48,892 | -25.06 | 8,938 | -19.82 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3,923 | 8.07 | 717 | 15.65 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 16,740 | 601.59 | 3,060 | 651.84 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 1,441 | 0.00 | 263 | 6.91 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1,207 | -0.17 | 215 | 4.37 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 98,353 | -13.23 | 18,058 | -3.83 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 219,929 | 1.20 | 40,207 | 8.27 | ||||
| 2025-07-17 | 13F | City Holding Co | 400 | 0.00 | 73 | 7.35 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 249,950 | 19.58 | 45,696 | 27.93 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2,741 | 114.98 | 501 | 130.88 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 7,820 | 0.84 | 1,430 | 7.85 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 20,960 | 2.96 | 3,832 | 10.15 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3,033 | -5.57 | 555 | 1.09 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 7 | 0.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 17,416 | 21.89 | 3,184 | 30.38 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 7,125 | 18.45 | 1,303 | 26.78 | ||||
| 2025-04-25 | 13F | DSG Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 176,754 | 0.83 | 32,314 | 7.87 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 4,497 | -8.56 | 822 | -2.14 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2,437,924 | 72,284.92 | 6,673 | 1,060.35 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 1,450 | 265 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14,994 | 5.96 | 2,741 | 13.36 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 26,698 | -2.21 | 4,881 | 4.61 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Agf Management Ltd | 126,534 | -2.32 | 23,133 | 4.50 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 7,819 | -16.46 | 1,430 | -10.63 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 40,208 | 6.26 | 7,351 | 13.67 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 191,369 | -8.41 | 34,986 | -2.01 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,030 | -60.55 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1,309 | 0.00 | 239 | 7.17 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 2,836 | -3.37 | 519 | 3.39 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 251,710 | -5.01 | 46,018 | 1.63 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 2,285 | -5.77 | 418 | 0.72 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 29,722 | 14.56 | 5,434 | 22.56 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 1,755 | 321 | ||||||
| 2025-07-16 | 13F | First American Bank | 5,069 | 0.00 | 927 | 6.93 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 26,904 | 0.42 | 4,919 | 7.43 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2,244 | 0.00 | 410 | 7.05 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 11,215 | 2,050 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 32,193 | 14.42 | 5,886 | 22.43 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 29,448 | -4.50 | 5,384 | 2.16 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 38,749 | 17.89 | 7,115 | 27.39 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 2,629 | -7.20 | 481 | -0.83 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 22,350 | 3.34 | 4,086 | 10.55 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 142,254 | 0.97 | 26,094 | 8.38 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7,080,789 | -2.96 | 1,294,510 | 3.82 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 282,740 | -2.18 | 51,691 | 4.65 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2,307 | -2.53 | 422 | 4.21 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 25,845 | 4,725 | ||||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 3,477 | 0.00 | 636 | 6.90 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1,071 | 0.00 | 196 | 7.14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 44,775 | 3.86 | 8,186 | 11.12 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1,601 | -9.96 | 293 | -3.63 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 210 | -59.85 | 38 | -57.30 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 335,092 | -0.05 | 61,262 | 6.93 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 300 | 0.00 | 55 | 5.88 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1,471 | 0.00 | 269 | 6.77 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1,251 | 229 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 107,069 | 41.31 | 19,574 | 51.19 | ||||
| 2025-04-22 | 13F | Stapp Wealth Management, Pllc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 19,465,105 | 7.03 | 3,558,610 | 14.50 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2,503,203 | 7.50 | 460,890 | 15.28 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 226 | -54.71 | 42 | -51.76 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 3,097 | 566 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 21,040 | 0.00 | 3,847 | 6.98 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 1,733 | 317 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2,832 | -2.91 | 518 | 3.82 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 500 | 0.00 | 91 | 7.06 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,731 | 6.79 | 316 | 14.08 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 6,599 | 0.50 | 1,206 | 7.49 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 15,399 | -16.42 | 2,815 | -10.58 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 27,913 | -1.55 | 5,103 | 5.30 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 524 | 0.00 | 96 | 6.74 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 1,599 | 7.17 | 292 | 14.51 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 13,292 | 0.00 | 2,430 | 7.00 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 18,976 | 2.80 | 3,147 | -4.26 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 12,000 | 0.14 | 2,194 | 7.13 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 2,585 | -0.50 | 473 | 6.55 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,377 | -5.22 | 435 | 1.40 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 671 | 0.00 | 123 | 2.52 | ||||
| 2025-05-12 | 13F | Bare Financial Services, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 1,302 | 0.00 | 238 | 7.21 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 1,265 | 231 | ||||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 1,467 | -23.95 | 268 | -18.54 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 51,816 | -1.14 | 9,473 | 5.77 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 1,135 | 208 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3,096 | 51.02 | 566 | 61.71 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 21,845 | -7.93 | 3,994 | -1.50 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 14,797 | 8.79 | 2,705 | 16.39 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 67,839 | -13.55 | 12,402 | -7.51 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 160,130 | 7.57 | 29,275 | 15.08 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 71,208 | -5.23 | 13,018 | 1.39 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 30,866 | 5.52 | 5,746 | 20.01 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 21,183 | 7.72 | 3,873 | 15.24 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,028 | -13.55 | 1,285 | -7.56 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 1,200 | -8.05 | 219 | -1.79 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1,407 | 257 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2,672 | 0.00 | 488 | 7.02 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1,813 | 0.00 | 332 | 7.12 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,905 | -1.69 | 2,404 | 7.09 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 570 | -18.80 | 104 | -13.33 | ||||
| 2025-07-11 | 13F | Bell Bank | 1,239 | 227 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 41,860 | 3.24 | 7,653 | 10.43 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 171,866 | 9.25 | 31 | 19.23 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 9,334 | 0.00 | 1,706 | 6.96 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 15,092 | 2,762 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 37,604 | 6.75 | 6,875 | 14.21 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 43,402 | 1.88 | 7,935 | 5.62 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7,745 | -14.21 | 1,416 | -8.41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 15,224 | 22.03 | 2,783 | 30.53 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 2,771 | -33.25 | 507 | -28.63 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 637 | -8.74 | 117 | -2.52 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 1,557 | 285 | ||||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 38,757 | 7,086 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 5,032 | -1.08 | 920 | 5.87 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 12,436 | 0.00 | 2,125 | 0.00 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 29,362 | -1.90 | 5,368 | 4.95 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 6,657 | 3.02 | 1,217 | 10.24 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3,028 | 90.68 | 554 | 104.06 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 6,077 | -7.39 | 1,111 | -0.89 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 2,503 | 15.03 | 458 | 23.18 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 70,947 | -2.50 | 12,124 | -2.49 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 64 | 100.00 | 12 | 120.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 65,262 | 4.63 | 11,931 | 11.93 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 3,807 | -1.32 | 696 | 5.46 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 583 | 0.00 | 107 | 8.08 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 1,501 | 1.83 | 274 | 9.16 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1,145 | 209 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 6,214 | 10.22 | 1,136 | 17.96 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 6,029 | 50.42 | 1,102 | 61.11 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 267,059 | 1.32 | 48,824 | 8.39 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 2,203 | 0.00 | 403 | 6.91 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,660,950 | 14.03 | 486,475 | 21.99 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,216 | -8.20 | 1,136 | -1.82 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1,546,793 | 27.59 | 283,090 | 36.65 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 163 | 0.00 | 30 | 7.41 | ||||
| 2025-07-16 | 13F | American National Bank | 1,960 | 0.00 | 358 | 7.19 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 470,283 | -9.32 | 85,977 | -2.99 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,762 | 38.09 | 322 | 41.85 | ||||
| 2025-08-12 | 13F | Prudential Plc | 3,776 | -54.37 | 690 | -51.20 | ||||
| 2025-04-21 | 13F | Kraft Asset Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 6,234 | 0.00 | 1,140 | 6.95 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 1,221 | 223 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 658 | 27.27 | 120 | 36.36 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1,547 | -8.35 | 283 | -2.08 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 621 | 0.16 | 114 | 7.62 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 3,006 | 0.00 | 550 | 7.02 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 407 | -68.91 | 74 | -66.82 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1,870 | 20.03 | 342 | 34.25 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 3,045 | 0.13 | 557 | 7.13 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 34 | 0.00 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 279 | -7.92 | 51 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7,369 | -14.16 | 1,347 | -8.18 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 870 | 0.00 | 159 | 7.43 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 29,463 | -10.90 | 5,386 | -0.88 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 22,178 | 117.13 | 4,055 | 132.32 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 333 | 0.00 | 61 | 7.14 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,298 | 969 | ||||||
| 2025-04-21 | 13F | Community Bank, N.A. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 13,566 | 18.60 | 2,535 | 35.63 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 38,146 | 7.23 | 6,974 | 14.71 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,031 | 12.68 | 188 | 20.51 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 6,955 | -70.39 | 1,189 | -71.60 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1,611,232 | 5.73 | 294,565 | 13.11 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,911 | 0.00 | 349 | 7.06 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 15,631 | -1.31 | 2,858 | 5.58 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 36,818 | 27.04 | 6,731 | 35.90 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 2,145 | 0.00 | 392 | 7.10 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 5,253 | -42.38 | 960 | -38.34 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 23,622 | 4,319 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 19,172 | -1.90 | 3,505 | 5.48 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 7,664 | -2.78 | 1,401 | 4.01 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3,536 | 13.41 | 604 | 8.83 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 25,822 | 1.05 | 4,721 | 8.11 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 2,475 | 8.36 | 452 | 15.90 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 54,536 | -1.68 | 9,970 | 5.18 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 8,376 | 396.50 | 1,531 | 431.60 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 44,730 | -2.26 | 8,143 | 4.46 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 21,021 | 27.25 | 4 | 50.00 | ||||
| 2025-05-06 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 215 | -65.15 | 39 | -62.86 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,387,135 | 1.93 | 619 | 9.17 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 1,470 | 269 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 12,228 | -1.01 | 2,090 | -5.00 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 1,221 | 0.00 | 223 | 7.21 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 16,327 | 38.10 | 2,985 | 47.72 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 37,329 | -20.47 | 6,322 | -26.54 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,106,077 | -0.66 | 202,213 | 6.28 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 66,537 | 0.66 | 12,164 | 7.68 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3,730 | 3.90 | 682 | 11.09 | ||||
| 2025-04-24 | 13F | Patron Partners Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 121 | 0.00 | 22 | 10.00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 17,027 | -0.43 | 3,113 | 6.50 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 2,057 | 352 | ||||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Intrust Bank Na | 91,195 | 3.41 | 16,672 | 10.64 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,105 | -79.08 | 933 | -77.63 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 2,592 | 474 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 197,159 | 4.33 | 36,045 | 11.62 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20,093 | -2.91 | 3,673 | 3.87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48,539 | 9.47 | 8,874 | 17.10 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 18,826 | 0.00 | 3,442 | 6.96 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 29,212 | 3.31 | 5,402 | 11.80 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 417 | 0.00 | 77 | 7.04 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 81,553 | 90.43 | 14,910 | 103.73 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 150,184 | -3.37 | 27,457 | 3.38 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 4,082 | 746 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 558,578 | 475.82 | 102,568 | 523.36 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 69,945 | 25,060.07 | 13 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 5,359 | 4.48 | 980 | 7.23 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1,202 | 0.00 | 220 | 6.83 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15,036 | -3.78 | 2,749 | 2.92 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1,086 | 201 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 2,532 | 7.74 | 463 | 15.21 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,622 | 297 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 287,257 | -21.31 | 52,516 | -15.81 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 241 | 0.00 | 44 | 7.32 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 773 | -10.01 | 139 | -4.79 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 599 | -33.59 | 109 | -29.22 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 409,396 | -4.40 | 74,846 | 2.27 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 3,569 | 1 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 5,780 | 1,057 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 5,485 | 1,003 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 90,717 | 38.28 | 16,944 | 53.98 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 5,195 | -2.37 | 1 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1,727 | 7.20 | 316 | 14.55 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1,295 | -17.62 | 237 | -11.94 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 17,457 | 3.98 | 3,192 | 11.22 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 6,297 | 0.06 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1,795 | 11.21 | 328 | 19.27 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 16,326 | -31.42 | 2,985 | -26.65 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 49,806 | 10.66 | 9,106 | 18.39 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 59,386 | -1.11 | 10,857 | 5.79 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 1,310 | -0.23 | 239 | 6.70 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 13,780 | -1.23 | 2,519 | 5.66 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 1,144 | 0 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 1,170 | -98.64 | 214 | -98.55 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2,863 | 529 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 19,317 | -35.40 | 3,532 | -30.90 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 558 | 0.00 | 102 | 7.37 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 15,596 | 2.73 | 2,851 | 9.91 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36,713 | -7.08 | 6,712 | -0.61 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 5,508 | 16.47 | 1,007 | 24.63 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 1,577 | -40.27 | 288 | -36.14 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 46,490 | 0.38 | 8,499 | 7.39 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 46,966 | 22.06 | 8,586 | 25.31 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 182,195 | -29.42 | 33,309 | -24.67 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 4,279 | 37.59 | 1 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 2,251 | 0.00 | 414 | 13.77 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 4,222 | 0.00 | 772 | 6.93 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 1,800 | 0.00 | 329 | 7.17 | ||||
| 2025-08-05 | 13F | Allstate Corp | 54,336 | 34.65 | 9,934 | 44.04 | ||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 30,200 | 5,521 | ||||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 68,745 | -2.43 | 12,568 | 4.39 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 578 | 0.00 | 106 | 7.14 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 41 | 0.00 | 7 | 0.00 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 1st Source Bank | 1,187 | 217 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 27,612 | -1.61 | 5,077 | 11.81 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 6,332 | 37.32 | 1,158 | 40.93 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,437 | -30.41 | 263 | -25.57 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 569,180 | 15.70 | 104,057 | 23.78 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 1,706 | -14.49 | 312 | -8.53 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 50,455 | 1.75 | 9,224 | 8.86 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 3,243 | -28.68 | 593 | -23.81 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 29,491 | -1.85 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 348 | -44.14 | 64 | -40.57 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 3,176 | 71.40 | 581 | 83.54 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 29,658 | -70.75 | 5,422 | -68.71 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 8,459 | -2.03 | 1,546 | 4.81 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 18,471 | -23.51 | 3,377 | -18.18 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 14,687 | -0.22 | 2,685 | 6.76 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 1,994 | 0.00 | 365 | 7.06 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 7,315 | 1,337 | ||||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 50,164 | 632.86 | 9,171 | 684.52 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 410,188 | -6.82 | 74,991 | -0.32 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 13,972 | 4.08 | 2,554 | 11.33 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 4,999 | -56.91 | 914 | -53.94 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2,263 | -14.15 | 415 | -8.59 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 56,019 | -4.45 | 10,241 | 2.22 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 218 | 40 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 268,012 | 48,998 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6,701 | -0.15 | 1,225 | 6.89 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 15,746 | -28.71 | 2,691 | -31.60 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 18,603 | 1.18 | 3,401 | 8.28 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | FLJSX - Franklin LifeSmart 2060 Retirement Target Fund Advisor Class | 475 | 11.76 | 81 | 8.00 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 2,942 | 0.00 | 538 | 6.97 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7,079 | -57.67 | 1,302 | -54.56 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 1,505 | -2.59 | 275 | 4.17 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 4,348 | 5.56 | 777 | 10.38 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 183,013 | 8.54 | 33,458 | 16.11 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 73,216 | -4.01 | 13,481 | 3.42 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 68,559 | 7.96 | 12,534 | 15.49 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 41,825 | 68.49 | 7,646 | 80.25 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 74 | 0.00 | 14 | 8.33 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 185 | -51.70 | 34 | -49.23 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 3,627 | 0.14 | 663 | 7.28 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3,377 | 13.51 | 617 | 21.46 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 12,197 | 0.05 | 2,230 | 7.01 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 25,110 | -31.56 | 4,591 | -26.78 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 345,616 | -7.17 | 63,186 | -0.69 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8,363 | -87.07 | 1,529 | -86.18 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 40,520 | 6.23 | 7,408 | 13.64 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 65,244 | 19.03 | 11,150 | 14.22 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1,819 | 0.83 | 333 | 7.79 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 46,825 | 14.65 | 8,561 | 22.65 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 472 | 0.00 | 84 | -2.35 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 6,660 | 11.09 | 1,218 | 18.85 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 819,372 | 5.54 | 149,798 | 12.91 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,178 | 0.00 | 215 | 6.97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 325,622 | 9.72 | 59,530 | 17.39 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6,698 | -18.63 | 1,225 | -12.94 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 141,067 | -2.72 | 25,790 | 4.07 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 177 | 0.00 | 32 | 6.67 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 9 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Balentine LLC | 70,252 | -5.57 | 12,843 | 1.02 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 17,121 | -12.97 | 3,130 | -6.87 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 28,056 | 2.93 | 5,129 | 10.11 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 20,802 | 2.20 | 3,803 | 9.34 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 1,750 | -7.06 | 320 | -0.62 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 7,504 | -0.57 | 1,372 | 6.36 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16,539 | 30.31 | 3,024 | 39.44 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 32,539 | -6.18 | 5,949 | 0.37 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 22,189 | 4.57 | 4,057 | 11.86 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 8,593 | 1,571 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 51,630 | 9.89 | 9,439 | 17.55 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1,374 | -8.64 | 251 | -2.33 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 2,309 | -9.84 | 422 | -3.43 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 7,573 | -4.20 | 1,384 | 2.52 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,738 | -12.71 | 866 | -6.58 | ||||
| 2025-07-22 | 13F | Legacy Trust | 4,073 | 37.00 | 745 | 46.46 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3,081 | 0.00 | 563 | 7.03 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 12,215 | 1.53 | 2,233 | 8.66 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 48,578 | -10.13 | 8,881 | -3.84 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6,922 | 3.59 | 1,265 | 10.87 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 552,745 | 1.42 | 101,053 | 8.50 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,020 | -5.35 | 1,100 | 1.29 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 87,206 | 3.69 | 15,943 | 10.93 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22,177 | 18.64 | 4,054 | 26.93 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 55,846 | 23.70 | 10,210 | 32.34 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 57,023 | 2.78 | 9,745 | -1.37 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 2,106 | -14.08 | 385 | -7.89 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 8,121 | -2.77 | 1,485 | 3.99 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 19,277 | -1.08 | 3,524 | 5.83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 534,579 | -1.35 | 97,732 | 5.54 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3,103 | 4.90 | 530 | 0.76 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 3,362 | 1.57 | 615 | 8.67 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 54,560 | 0.66 | 9,969 | 7.68 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2,018 | -3.72 | 369 | 2.79 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2,119 | 324.65 | 388 | 356.47 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 66 | 0.00 | 12 | 9.09 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 77 | 0.00 | 14 | 7.69 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 3,086 | 11.49 | 564 | 19.28 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 44,606 | 146.20 | 8,155 | 163.40 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3,454,291 | 1.30 | 632 | 8.42 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 19,838 | 42.80 | 3,627 | 52.74 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 6,590 | 3.00 | 1,205 | 10.16 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 49,435 | 2.24 | 9,038 | 9.38 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 108,297 | -0.06 | 19,799 | 6.91 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 153,841 | 5.56 | 28,125 | 12.93 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 5,394 | 2.26 | 922 | 2.33 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 29,726 | 1.01 | 5,435 | 8.07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 206,297 | -3.98 | 37,715 | 2.73 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 29,967 | 19.29 | 5,479 | 27.60 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 50 | 9 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 1,572 | 0.13 | 287 | 7.09 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 2,257 | 72.95 | 413 | 84.75 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 136,279 | 4.62 | 23,289 | 0.40 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 8,652 | 34.58 | 1,582 | 43.99 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 153,118 | 2.23 | 27,993 | 9.37 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6,132 | -0.71 | 1,121 | 6.26 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 32,782 | -11.05 | 6,077 | -1.68 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 66,754 | 7.05 | 12,204 | 14.53 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 16,256 | -12.20 | 3 | -33.33 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 117,722 | -8.17 | 21,522 | -1.76 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1,282 | -6.70 | 234 | 0.00 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 110 | 0.00 | 20 | 11.11 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2,101 | -2.05 | 384 | 4.92 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 950,182 | -4.77 | 173,712 | 1.87 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 3,587 | 656 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 92,271 | -1.85 | 16,869 | 5.00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 331 | 0.00 | 61 | 7.14 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 11,320 | 21.93 | 2,070 | 30.45 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 5,629 | -76.36 | 1 | -75.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 46,792 | 19.27 | 8,555 | 27.60 | ||||
| 2025-07-24 | 13F | Eastern Bank | 313,506 | 17.98 | 57,315 | 26.21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-13 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Ardent Capital Management, Inc. | 6,874 | 0.00 | 1,257 | 6.98 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14,667,824 | -5.44 | 2,681,571 | 1.16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 324,996 | 9.36 | 59,416 | 17.00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 2,441 | -14.95 | 446 | -8.98 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 215 | 0.00 | 39 | 8.33 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 220,093 | 4.35 | 40,237 | 11.64 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 321 | -60.85 | 59 | -58.57 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 150 | -14.29 | 27 | -6.90 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 12,207 | -7.75 | 2,232 | -1.33 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10,417 | 3.34 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 3,358 | 0.00 | 614 | 6.98 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 19,952 | 18.07 | 3,648 | 26.32 | ||||
| 2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 7,129 | 1,303 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 239,264 | 25.09 | 40,524 | 15.55 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 172,820 | 3.85 | 31,595 | 11.10 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 1,102 | -12.12 | 201 | -6.07 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2,816 | -41.25 | 515 | -37.24 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 1,487 | 17.36 | 272 | 25.46 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 68,152 | -19.66 | 12,460 | -14.05 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1,222 | -3.25 | 223 | 3.72 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 1,725 | 12.89 | 308 | 18.01 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 454,973 | 4.51 | 83,178 | 11.81 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 40,700 | -7.83 | 7,441 | -1.40 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2,438 | 0.66 | 446 | 7.75 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 14,482 | 20.58 | 2,648 | 29.00 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 7,754 | 26.70 | 1,418 | 30.12 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 67,879 | -1.51 | 12,410 | 5.37 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,342,652 | -6.52 | 245,464 | 0.00 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 150 | 0.00 | 27 | 8.00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 8,404 | -0.71 | 1,536 | 6.22 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6,051 | 5.92 | 1,106 | 13.32 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 134,311 | -0.39 | 24,445 | 6.08 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 98,336 | 0.23 | 17,978 | 7.23 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 3,652 | -79.98 | 668 | -78.59 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1,325 | -28.38 | 242 | -23.42 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2,230 | 6.04 | 408 | 13.37 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 19,382 | -84.90 | 3,543 | -83.85 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Connable Office Inc | 98,993 | 18,098 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3,100 | 0.00 | 567 | 6.99 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8,931 | 47.99 | 1,633 | 58.29 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 4,735 | 866 | ||||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 9,126 | 1,688 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 13,010 | 2.18 | 2,378 | 9.33 | ||||
| 2025-07-09 | 13F | Exchange Bank | 2,231 | 0.00 | 408 | 6.82 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 118,687 | -46.20 | 21,698 | -42.44 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 2,644 | -11.33 | 483 | -5.11 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 70,133 | -4.15 | 12,822 | 2.54 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4,045 | 5.31 | 740 | 12.65 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 1,964 | -86.38 | 359 | -85.46 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 8,223 | 6.16 | 1,503 | 13.61 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 142 | 0.00 | 26 | 4.17 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 160 | 0 | ||||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 72 | 0.00 | 13 | 8.33 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 55,322 | 7.44 | 10,114 | 14.94 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,442 | 3.69 | 446 | 10.95 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1,909 | -99.93 | 349 | -99.92 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 2,600 | 0.23 | 475 | 7.22 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 40,977 | 0.00 | 7,003 | 0.00 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 59,780 | -4.16 | 10,929 | 2.53 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 985 | 0.00 | 180 | 7.14 | ||||
| 2025-08-14 | 13F | Caisse De Depot Et Placement Du Quebec | 340,511 | 62,252 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 251,968 | 19.74 | 46,065 | 28.10 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 1,826 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 1,446 | 264 | ||||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 51 | 9 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 1,353 | 0.00 | 247 | 6.93 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 1,481 | 8.02 | 271 | 15.38 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10,631 | 0.68 | 1,944 | 7.71 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 9,475 | -18.58 | 1,732 | -12.88 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 6,100 | 2.57 | 1,115 | 9.74 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 99,761 | 2.31 | 18,238 | 9.46 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4,016 | 13.00 | 734 | 20.92 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 3,582 | 0.00 | 655 | 6.86 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 21,653 | -2.37 | 3,959 | 4.46 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 1,735 | 0.00 | 317 | 7.09 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 14,506 | 67.14 | 2,652 | 78.76 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 75 | 0.00 | 14 | 8.33 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 1,500 | 0.00 | 274 | 7.03 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 1,121 | 205 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 35,753 | -1.38 | 6,536 | 5.50 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 48 | 9 | ||||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 2,561 | -8.40 | 468 | -1.89 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3,195 | 4.75 | 584 | 12.09 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 284 | 0.00 | 52 | 6.25 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,103,395 | -4.60 | 201,723 | 2.06 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 21,940 | -4.98 | 4,086 | 8.30 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1,872 | 0.16 | 342 | 7.21 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 54 | 0.00 | 10 | 0.00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 576,078 | 3.20 | 105,319 | 10.40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32,478,050 | 1.96 | 5,937,618 | 9.08 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 112,302 | 15.04 | 20,531 | 23.07 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 29,296 | 6.04 | 5,431 | 14.77 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 156 | 0.00 | 29 | 7.69 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 1,332 | 244 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 8,701 | 7.94 | 1,591 | 15.47 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3,067 | -1.76 | 561 | 5.07 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 2,357 | 431 | ||||||
| 2025-07-22 | 13F | Stanich Group LLC | 23,700 | -15.80 | 4,358 | -9.40 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 2,113 | 0.00 | 386 | 6.93 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 21 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 626,943 | -1.21 | 114,618 | 5.69 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5,648 | 38.57 | 1,033 | 48.28 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 102,248 | 29.66 | 18,693 | 38.71 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 136,889 | 2.41 | 25 | 13.64 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 92,642 | 9.16 | 16,937 | 16.78 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 309,879 | 2.43 | 56,652 | 9.58 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 2,800 | 0.43 | 512 | 7.35 | ||||
| 2025-06-26 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 15,253 | 2,583 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,057 | 0.00 | 193 | 7.22 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 4,043 | 0.00 | 739 | 7.10 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6,941 | 1,269 | ||||||
| 2025-06-26 | NP | FLCE - Frontier Asset U.S. Large Cap Equity ETF | 47,328 | 9.43 | 8,016 | 1.08 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 31,959 | 5.50 | 5,843 | 12.87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 537,489 | 8.26 | 98,264 | 15.82 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 2,418 | 6.52 | 442 | 14.21 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,255,753 | -2.62 | 229,577 | 4.17 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 76,578 | 94.39 | 14,000 | 107.99 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 1,198 | 219 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 160,669 | -26.56 | 29,374 | -21.43 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 258,158 | 4.12 | 47,197 | 11.38 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 8,371 | 1.39 | 1,530 | 8.51 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,148,014 | -8.16 | 209,880 | -1.75 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 19,595 | -4.96 | 3,582 | 1.67 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 569 | -43.61 | 104 | -39.53 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 5,227 | -11.66 | 956 | -5.54 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 58,180 | -32.51 | 10,636 | -27.79 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 679 | 0.00 | 124 | 6.90 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 1,338 | -5.51 | 245 | 0.83 | ||||
| 2025-06-03 | 13F | Invst, LLC | 105,315 | -26.58 | 17,997 | -29.55 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 66,536 | -19.20 | 12,164 | -13.56 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 5,193 | 0.10 | 1 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | TT Capital Management LLC | 2,003 | 357 | ||||||
| 2025-07-28 | 13F | Aries Wealth Management | 24,305 | -11.66 | 4,443 | -5.49 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6,061 | -20.30 | 1,108 | -14.70 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 129,458 | 16.29 | 22,123 | 11.60 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 8,038 | 7.02 | 1,470 | 14.50 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2,426 | 0.00 | 444 | 7.00 | ||||
| 2025-05-28 | NP | FTCZX - Franklin Conservative Allocation Fund Advisor Class | 23,883 | 0.10 | 4,081 | -3.93 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1,485 | 0.00 | 271 | 7.11 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 4,108 | 13.11 | 751 | 21.13 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 52 | 0.00 | 10 | 12.50 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,398,080 | -6.20 | 438,417 | 0.34 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 6,557 | 0.00 | 1,199 | 6.96 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 9,638 | 8.54 | 1,762 | 16.15 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 496,946 | 2.53 | 90,852 | 9.68 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3,275 | -55.86 | 599 | -52.84 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 30,194 | 8.01 | 5,520 | 15.55 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3,130 | 20.38 | 572 | 28.83 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1,223 | -11.63 | 224 | -5.51 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 26,497 | -4.64 | 4,844 | 2.02 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 3,594 | -13.13 | 657 | -6.94 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10,507 | -1.57 | 2 | 0.00 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 1,800 | -0.17 | 308 | -4.06 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 6,679 | 135.09 | 1,221 | 151.75 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 161,963 | -0.77 | 29,610 | 6.16 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 73,250 | 22.08 | 13,392 | 30.59 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 434,712 | -16.61 | 79,474 | -10.79 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 163,122 | -22.36 | 29,822 | -16.94 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 125,216 | -0.28 | 22,892 | 6.68 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 3,018 | 3.07 | 552 | 10.20 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 2,067 | -21.70 | 378 | -16.41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 60,750 | 6.32 | 11,106 | 13.74 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 8,742 | -1.85 | 1,598 | 4.99 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 60,857 | 40.72 | 11,126 | 50.54 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 32,728 | 18.18 | 5,983 | 21.33 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 12,936 | 7.94 | 2,365 | 15.49 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 3,927 | 0.18 | 718 | 7.32 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 2,985 | -1.52 | 546 | 5.42 | ||||
| 2025-08-14 | 13F | Ironvine Capital Partners, LLC | 1,227 | 4.07 | 224 | 11.44 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7,607 | 104.99 | 1,391 | 119.24 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 74,195 | -33.52 | 13,564 | -28.88 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 2,701 | -22.16 | 494 | -16.72 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 52,960 | 9,393 | ||||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 3,048 | -64.82 | 553 | -62.36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 632,769 | 0.35 | 116 | 7.48 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 2,954,525 | 56.83 | 540,146 | 67.78 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 39,073 | 2.38 | 7,194 | 10.30 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 19,351 | 8.69 | 3,538 | 16.27 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | L & S Advisors Inc | 6,076 | 5.27 | 1,111 | 12.58 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 8,614 | -0.65 | 1,575 | 6.28 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 7,020 | 22.49 | 1,200 | 17.55 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 6,505 | -0.02 | 1,189 | 7.02 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1,597 | 44.52 | 292 | 54.79 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 4,381 | 4.51 | 801 | 11.73 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 23,429 | -11.37 | 4,283 | -5.18 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 49,020 | 2.89 | 8,962 | 10.07 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 12,189 | 1.76 | 2,228 | 8.90 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 2,134 | 11.15 | 390 | 18.90 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 20,649 | -0.98 | 3,775 | 5.95 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 3,886 | -18.10 | 710 | -12.35 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 8,338 | -32.79 | 1,524 | -28.11 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 30,186 | 0.31 | 5,519 | 7.31 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 6,049 | 33.83 | 1,106 | 43.26 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 38,605 | 2.68 | 7,058 | 9.84 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 281,547 | 4.70 | 51,472 | 12.01 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 15,649 | 8.38 | 2,861 | 15.97 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 27,696 | -3.39 | 5,063 | 3.35 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3,839 | 0.00 | 702 | 6.86 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 288,385 | -1.96 | 52,723 | 4.89 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 24,602 | 0.22 | 4,498 | 7.20 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 169,731 | -54.64 | 31,030 | -51.47 | ||||
| 2025-08-12 | 13F | Bokf, Na | 922 | 108.13 | 169 | 124.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 555,382 | 8.16 | 101,534 | 15.71 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 2,943 | 18.91 | 538 | 27.49 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 1,812 | 2.20 | 331 | 9.60 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 1,327 | 2.47 | 243 | 9.50 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 232 | 42 | ||||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 1,209 | 221 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 6,046 | 7.73 | 1,105 | 15.22 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 150 | 9.49 | 27 | 17.39 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 292,397 | -56.53 | 51,772 | -58.46 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 132,456 | 5.14 | 24,216 | 12.48 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 47,027 | -2.31 | 8,036 | -6.25 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 18,491 | 3.63 | 3,380 | 10.86 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 101,415 | 7.52 | 18,541 | 15.02 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 9,629 | -8.49 | 1,760 | -2.11 | ||||
| 2025-07-16 | 13F | Novem Group | 16,204 | 26.43 | 2,962 | 35.25 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 6,609 | 5.83 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 2,548 | 0.24 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9,896 | 2.33 | 1,809 | 9.50 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 110,487 | 0.73 | 20,199 | 7.76 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 18,742 | 60.12 | 3,427 | 71.04 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 17,800 | -16.75 | 3,254 | -10.92 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 286 | 12.16 | 52 | 20.93 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 350 | 76.77 | 0 | |||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 35,267 | 69.56 | 6,448 | 81.40 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 17,453 | 5.27 | 3,191 | 12.60 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 6,019 | 0.32 | 1,100 | 7.32 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 435,845 | 5.31 | 79,681 | 12.67 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 718 | 131 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 182 | 33 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 302,641 | -0.35 | 55,329 | 6.61 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 8,024 | -9.37 | 1,371 | -13.01 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 687,094 | 1.94 | 125,615 | 9.06 | ||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 1,873 | 0.11 | 342 | 7.21 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 434 | 0.00 | 79 | 6.76 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 112,020 | 5.52 | 20,479 | 12.88 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 2,578 | 0.00 | 471 | 7.05 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 5,143 | 0.00 | 940 | 7.06 |
Other Listings
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