Statistik Asas
| Pemilik Institusi | 2209 total, 2206 long only, 0 short only, 3 long/short - change of 0.36% MRQ |
| Purata Peruntukan Portfolio | 0.7909 % - change of -5.00% MRQ |
| Saham Institusi (Panjang) | 164,640,985 (ex 13D/G) - change of 2.37MM shares 1.46% MRQ |
| Nilai Institusi (Panjang) | $ 37,170,842 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) telah 2209 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 164,640,985 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, Morgan Stanley, Jones Financial Companies Lllp, Wells Fargo & Company/mn, Envestnet Asset Management Inc, UBS Group AG, LPL Financial LLC, Mercer Global Advisors Inc /adv, Northwestern Mutual Wealth Management Co, and Captrust Financial Advisors .
Vanguard Index Funds - Vanguard Small-Cap ETF (ARCA:VB) 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 255.52 / share. Previously, on September 6, 2024, the share price was 222.23 / share. This represents an increase of 14.98% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
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Load All| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 80,990 | -0.86 | 19,193 | 5.95 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1,170 | 0.00 | 277 | 6.95 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,154 | -19.69 | 274 | -13.84 | ||||
| 2025-04-21 | 13F | Autumn Glory Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1,347 | 320 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,962 | -4.68 | 1,413 | 1.80 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 883 | 212 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 23,447 | -1.12 | 5,556 | 5.65 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,174 | -43.89 | 1,226 | -40.05 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 515,318 | 0.03 | 122,120 | 6.90 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 2,384 | 6.19 | 571 | 25.27 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6,694 | -26.55 | 1,586 | -21.52 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 7,519 | -12.92 | 1,782 | -6.95 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 32,125 | 3.10 | 7,621 | 10.29 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 62 | 0.00 | 15 | 7.69 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 4,622 | -0.82 | 1,095 | 6.00 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 3,195 | 0.00 | 757 | 6.92 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 1,449 | -95.82 | 343 | -95.54 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 2,346 | -0.72 | 556 | 6.12 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 1,478 | 4.97 | 350 | 12.18 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 24,936 | -39.70 | 5,909 | -35.56 | ||||
| 2025-05-12 | 13F | Northwest Quadrant Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers Trust Co | 1,092 | -14.95 | 259 | -9.15 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 3,316 | 0.00 | 786 | 6.80 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 249,028 | -72.72 | 59,015 | 36.46 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55,536 | 6.35 | 13,161 | 13.65 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 2,895 | -2.36 | 686 | 4.26 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 13,203 | -1.53 | 3,129 | 15.34 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2,859 | 0.49 | 677 | 7.46 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 15,132 | -33.53 | 3,586 | -28.97 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 190,237 | 790.46 | 45,083 | 847.30 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 3,940 | 236.75 | 935 | 260.62 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 1,262,115 | -13.89 | 299,096 | -7.98 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 125,357 | 14.68 | 29,707 | 22.56 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 14,118 | 1.78 | 3,346 | 8.78 | ||||
| 2025-05-14 | 13F | Avestar Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 926 | -4.93 | 219 | 1.86 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1,978 | 470 | ||||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 1,219 | 0.00 | 289 | 6.67 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 262,478 | 69.16 | 62,202 | 80.78 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 1,374 | 0.00 | 326 | 6.91 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 2,521 | 0.00 | 597 | 6.80 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 31,217 | 251.54 | 7,398 | 275.67 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 31,202 | 39.68 | 7,394 | 49.28 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,810 | -26.78 | 429 | -21.72 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 1,241 | -1.59 | 294 | 5.38 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 4,527 | 17.71 | 1,073 | 25.82 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 38,014 | 2.14 | 9,038 | 9.52 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 65,563 | 21.26 | 15,537 | 29.59 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 3,364 | -7.25 | 797 | -0.87 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 84,856 | 5.81 | 20,109 | 13.08 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 900 | 213 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 99,349 | 0.97 | 23,544 | 7.90 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 1,805 | 428 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 36,045 | 20.36 | 8,542 | 28.63 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 147 | -40.96 | 33 | -45.76 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,431 | -17.66 | 339 | -11.95 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 25,582 | 2.05 | 6,062 | 9.07 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 15,423 | 6.13 | 3,667 | 13.81 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 2,407 | -47.89 | 570 | -44.34 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 146,339 | -2.57 | 34,692 | 4.16 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2,613 | 4.65 | 619 | 11.93 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 2,182 | 2.15 | 517 | 9.30 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 1,036 | -12.65 | 246 | -6.49 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 54,450 | 2.80 | 12,904 | 9.86 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 251,260 | -0.05 | 59,544 | 6.82 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 1,126 | -43.47 | 267 | -39.68 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 19,113 | 7.53 | 4,529 | 14.92 | ||||
| 2025-08-14 | 13F | London Co Of Virginia | 427 | -77.51 | 101 | -76.01 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 1,046 | 0.00 | 248 | 6.93 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5,569 | 6.22 | 1,320 | 26.46 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 3,322 | -2.41 | 787 | 4.38 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 3,062 | -12.26 | 726 | -6.21 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 2,142 | -37.88 | 508 | -33.64 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 2,663 | -1.19 | 631 | 5.70 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 3,146 | -7.61 | 746 | -1.32 | ||||
| 2025-07-28 | 13F | Essex LLC | 4,017 | 238.99 | 952 | 263.36 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 5,584 | -2.56 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 2,742 | 0.00 | 650 | 6.92 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,781 | -0.50 | 0 | |||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 1,475 | 350 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 14,827 | -6.18 | 3,514 | 0.26 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 79,769 | -49.84 | 18,904 | -46.40 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 6,775 | -0.16 | 1,606 | 6.78 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 12,945 | 0.57 | 3,181 | 19.01 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 2,537 | 0.00 | 601 | 6.94 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 859 | 204 | ||||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 5,496 | -21.27 | 1,302 | -15.89 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 10 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1,884 | 5.02 | 446 | 12.34 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 51,313 | 9.21 | 12,160 | 16.71 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 2,522 | -57.01 | 598 | -54.08 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 4,422 | -0.96 | 1,048 | 5.76 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 843 | 205 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 2,207 | 0.00 | 523 | 6.95 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 6,318 | 8.24 | 1,497 | 15.69 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 4,730 | -3.57 | 1,121 | 3.04 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 2,124 | -1.53 | 503 | 5.23 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 7,179 | -1.68 | 1,701 | 5.06 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,906 | -89.77 | 926 | -89.07 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 5,069 | 4.99 | 1,201 | 12.24 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 | -99.51 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 8,519 | 1.45 | 2,019 | 8.38 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15,058 | 72.78 | 3,568 | 84.68 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 4,897 | -9.16 | 1,161 | -2.93 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 20,573 | 7.45 | 4,875 | 14.84 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 243 | 58 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 1,356 | 7.70 | 301 | -0.66 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 77,185 | 22.62 | 18,291 | 31.05 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 49,084 | -13.09 | 11,671 | -6.82 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 6,315 | 8.26 | 1,497 | 15.70 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1,535 | 56.15 | 0 | |||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 41,533 | 3.44 | 9,842 | 10.55 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 19,396 | -2.88 | 4,597 | 3.79 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 1,703 | 403 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 3,780 | 8.56 | 896 | 15.93 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 119 | -1.65 | 28 | 7.69 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 52 | -13.33 | 12 | -14.29 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 94,858 | -7.85 | 22,480 | -1.52 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,711,146 | -6.22 | 405,507 | 0.22 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 1,903 | -1.25 | 451 | 5.62 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 242 | 0.00 | 57 | 7.55 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 11,154 | 0.31 | 2,643 | 7.22 | ||||
| 2025-04-21 | 13F | MGO Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 936 | -0.43 | 222 | 6.25 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 4 | 1 | ||||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 1,276 | 0.00 | 302 | 7.09 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4,805 | -13.63 | 1,139 | -7.70 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 58 | 0.00 | 14 | 8.33 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1,939 | -0.67 | 460 | 6.25 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 2,203 | 0.00 | 522 | 6.97 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 200,427 | -2.01 | 47,497 | 4.72 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 9,737 | -0.20 | 2,307 | 6.66 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2,955 | 136.40 | 700 | 152.71 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 4,772 | -13.97 | 1,131 | -8.13 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 5,146 | 12.36 | 1,220 | 20.10 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 34,544 | 8,186 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 396,389 | 3.73 | 94 | 10.71 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 154 | -2.53 | 36 | -2.70 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 7,822 | -7.05 | 1,854 | -0.64 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 3,570 | 15.65 | 846 | 23.54 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 41,986 | 0.30 | 9,950 | 7.19 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17,492 | -60.51 | 4,159 | -57.66 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 128 | 30 | ||||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 9,918 | 28.31 | 2,350 | 37.11 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 84,832 | 10.39 | 20,171 | 18.37 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 1,550 | -1.27 | 367 | 5.46 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 1,638 | 0.06 | 388 | 6.89 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 2,106 | -1.63 | 499 | 5.06 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 1,510 | 0.00 | 358 | 6.89 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 13,293 | 0.07 | 3,150 | 6.96 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Gainplan LLC | 7,147 | -35.98 | 1,694 | -31.60 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 22,533 | 1.43 | 5,340 | 8.38 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 1,782 | -0.50 | 422 | 6.30 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1,176 | 279 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 48,895 | 6.69 | 11,590 | 14.05 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 2,224 | -40.53 | 527 | -36.43 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 3,485 | 6.87 | 826 | 21.86 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 12,473 | -3.56 | 2,956 | 3.07 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 105,921 | 25,184 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 114 | 0.00 | 27 | 8.00 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 2,582 | -1.30 | 612 | 5.34 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 1,082 | 256 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 30 | -40.00 | 7 | -36.36 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 178,520 | -25.52 | 42,431 | 22.68 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 9,090 | 4.63 | 2,154 | 11.84 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 1,153 | -41.35 | 273 | -37.24 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 1,067 | 0.00 | 253 | 6.78 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 9,628 | -0.25 | 2,282 | 6.59 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 1,321 | 0 | ||||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1,988 | -28.02 | 477 | -22.06 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 3,864 | 0.00 | 826 | 5.76 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 10,547 | -3.68 | 2,499 | 2.92 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 1,540 | -9.20 | 365 | -3.19 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 853 | -6.37 | 202 | 0.00 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 3,255 | -2.25 | 771 | 4.47 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 17,598 | -3.87 | 4,170 | 2.73 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 2,283 | 0.00 | 541 | 6.92 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2,220 | -1.33 | 526 | 5.41 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 39,461 | -1.80 | 9 | 12.50 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 22,613 | 44.56 | 5,359 | 54.53 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 10,272 | 2.08 | 2,434 | 9.10 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 21,312 | -0.16 | 5,051 | 6.70 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 1,729 | -55.77 | 410 | -52.77 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 2,698 | -11.69 | 639 | -5.61 | ||||
| 2025-07-16 | 13F | Cabana Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 7,797 | 2.96 | 2 | 0.00 | ||||
| 2025-05-14 | 13F | D L Carlson Investment Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7,255 | -15.43 | 1,719 | -9.62 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 446 | 0.00 | 106 | 7.14 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 2,527 | 599 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 8,918 | 0.60 | 2,142 | 8.13 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 1,482 | 0.00 | 351 | 7.01 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 274 | 0.00 | 65 | 8.33 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 83 | 15.28 | 20 | 26.67 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 1,084 | 6.27 | 257 | 14.80 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 126 | 0.00 | 30 | 7.41 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 5,200 | 0.00 | 1,232 | 123,100.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,262 | -6.73 | 299 | 0.00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 517 | 0.00 | 123 | 7.02 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 12,945 | 21.53 | 3,073 | 30.10 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1,027 | 244 | ||||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 4,345 | -18.17 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 246,587 | 17.37 | 58 | 26.09 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 24,464 | 20.27 | 5,425 | 25.01 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 1,590 | 24.71 | 377 | 33.33 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 3,117 | -3.80 | 739 | 2.79 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8,351 | -2.44 | 1,979 | 4.21 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 7,728 | 1.71 | 1,831 | 8.73 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1,608 | 14.69 | 381 | 22.90 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 150 | 0.00 | 36 | 6.06 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 2,471 | 586 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 2,585 | 0.04 | 612 | 6.99 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 36,485 | -0.68 | 8,646 | 6.15 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 14,163 | -1.07 | 3,356 | 5.73 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 33,014 | 7.47 | 7,850 | 15.24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,342,693 | 7.99 | 554,795 | 15.33 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2,151 | 10.76 | 1 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 1,709 | -0.87 | 405 | 6.02 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 1,245 | 0.00 | 295 | 6.88 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 188,608 | -9.50 | 44,696 | -3.29 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 1,786 | 0.00 | 425 | 7.59 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 3,039 | 34.59 | 731 | 45.62 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1,239 | -42.26 | 294 | -38.32 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 24,619 | -0.08 | 5,834 | 6.79 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 11,555 | -4.58 | 2,738 | 1.97 | ||||
| 2025-07-16 | 13F | First American Bank | 6,259 | -7.23 | 1,483 | -0.87 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 6,589 | -62.00 | 1,561 | -59.40 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 10,418 | 9.54 | 2,469 | 17.02 | ||||
| 2025-05-09 | 13F | R. W. Roge & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 1,052 | 0.00 | 249 | 6.87 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 1,183 | 0.00 | 280 | 6.87 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1,210 | 1.00 | 287 | 7.92 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 23,697 | -4.67 | 5,616 | 1.87 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 5,170 | -31.67 | 1,146 | -36.93 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 1,093 | 54.60 | 259 | 65.38 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 1,093 | -18.62 | 259 | -12.79 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 667 | 158 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,763 | 56.43 | 426 | 71.37 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 7 | -22.22 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 1,338 | 15.84 | 317 | 23.83 | ||||
| 2025-07-17 | 13F | City Holding Co | 294 | 0.00 | 70 | 6.15 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 19,156 | 6.71 | 4,540 | 14.05 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 81,694 | 37.10 | 19,659 | 55.61 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 165 | 3.12 | 0 | |||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 9,055 | 2.57 | 2,146 | 9.61 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 21,703 | 5.77 | 5,143 | 13.03 | ||||
| 2025-07-18 | 13F | United Bank | 22,656 | 2.01 | 5,369 | 9.04 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1,003 | 0.00 | 238 | 6.76 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 8,686 | 20.15 | 2,058 | 28.38 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 12,511 | -0.40 | 2,965 | 6.43 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8,618 | 10.20 | 2,049 | 18.17 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 43,819 | 0.90 | 10,384 | 7.83 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 324,978 | -0.39 | 77,013 | 6.46 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 46,782 | 1.16 | 11,086 | 8.11 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 1,370 | 0.22 | 325 | 6.93 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 18,937 | -7.13 | 4,488 | -0.75 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 37,467 | -14.08 | 8,879 | -8.17 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 116 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1,024 | 249 | ||||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 13,766 | -1.46 | 3,262 | 5.33 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 81,174 | -2.92 | 19,244 | 3.79 | ||||
| 2025-05-15 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14,794 | 10.77 | 3,506 | 18.37 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 45,993 | 1.71 | 10,199 | -6.13 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 3,172 | 752 | ||||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 890 | 211 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 177,463 | 9.97 | 42,074 | 17.57 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 9,377 | -7.51 | 2,222 | -1.16 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 10,675 | 0.00 | 2,530 | 6.84 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10,851 | -6.57 | 2,571 | -0.16 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 851 | 202 | ||||||
| 2025-04-28 | 13F | RKL Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 1,024 | -12.40 | 249 | 3.75 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 24,541 | -0.20 | 5,816 | 6.64 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 63,362 | 17.27 | 15,016 | 25.32 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 4,569 | -0.28 | 1,083 | 6.50 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 135 | 0.00 | 32 | 6.90 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 12,162 | 66.79 | 2,882 | 78.23 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 23,422 | 27.98 | 5,559 | 36.96 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 12,204 | -13.82 | 2,706 | -20.46 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2,475 | -3.32 | 587 | 3.35 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 120 | 28 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1,669 | 0.30 | 395 | 7.34 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 1,800 | 0.00 | 427 | 6.77 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 30,338 | -13.24 | 7,189 | -7.29 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 9,885 | -13.29 | 2,343 | -7.36 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 1,626 | 11.75 | 395 | 22.67 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Twin Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,687 | 23.88 | 659 | 40.00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3,456 | 110.09 | 819 | 125.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 356,700 | 2.57 | 84,531 | 9.62 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 24,402 | -1.88 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 102,180 | 4.09 | 24,215 | 11.24 | ||||
| 2025-05-29 | NP | RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 47,232 | -0.12 | 11,193 | 6.74 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 4,098 | -1.37 | 998 | 15.64 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 94,028 | 16.04 | 22,283 | 24.01 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 332 | 970.97 | 79 | 1,200.00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 4,239 | 15.16 | 1,005 | 23.04 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 68,213 | 16.47 | 16,165 | 24.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,868,185 | 0.88 | 1,390,642 | 7.81 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 3,799 | -2.09 | 900 | 4.65 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7,382 | 3.81 | 1,749 | 10.98 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 2,621 | -8.80 | 621 | -2.51 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 12,504 | -0.82 | 2,963 | 6.01 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 33,036 | 17.83 | 7,829 | 25.93 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 6,153 | -1.22 | 1,414 | 1.80 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 56,343 | -0.12 | 13,352 | 6.74 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 5,499 | -3.41 | 1,303 | 3.25 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 5 | -58.33 | 1 | -50.00 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 42,542 | -1.61 | 10,083 | 5.17 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 27,636 | 5.52 | 6,549 | 12.78 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 68,092 | -14.46 | 16,136 | -8.59 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 1,437 | -32.57 | 341 | -27.97 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 1,255 | -97.25 | 297 | -97.07 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 1,981 | -8.71 | 470 | -2.49 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5,186 | 2.49 | 1,229 | 1.07 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 10,230 | -4.00 | 2,424 | 2.62 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 70,328 | 4.78 | 16,666 | 11.98 | ||||
| 2025-07-11 | 13F | Bell Bank | 2,001 | 0.00 | 474 | 7.00 | ||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 13,483 | -1.55 | 3,195 | 5.24 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2,109 | -2.32 | 500 | 4.39 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 23,254 | -19.04 | 5,511 | -13.49 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 3,413 | 0.00 | 809 | 6.88 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 231 | 0.00 | 55 | 5.88 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 53,183 | 1.68 | 12,603 | 8.67 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 48,664 | 0.36 | 11,532 | 7.25 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2,499 | 68.40 | 613 | 96.15 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5,767 | 14.22 | 1,367 | 22.07 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 557,930 | 3.00 | 132,626 | 10.42 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 8,232 | 256.98 | 1,951 | 281.60 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 14,554 | -0.24 | 3 | 0.00 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1,251 | -5.66 | 297 | 1.02 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 111,421 | -3.16 | 26,405 | 3.50 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 2,547 | 0.00 | 604 | 6.91 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 14,639 | 3,469 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 4,457 | 2.13 | 1,059 | 9.41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 353,069 | 11.40 | 83,670 | 19.05 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1,629 | 0.00 | 386 | 6.93 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20,526 | -24.12 | 4,864 | -18.91 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2,424 | -0.08 | 574 | 6.89 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 9,336 | 0.00 | 2,070 | 0.00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5,894 | 3.39 | 1,397 | 10.44 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4,759 | -3.27 | 1,128 | 10.06 | ||||
| 2025-05-14 | 13F | Texas Capital Bank Wealth Management Services Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5,389 | 29.95 | 1,277 | 38.96 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 135,675 | -2.36 | 32,152 | 4.34 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8,894 | -12.62 | 2,108 | -6.65 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 946,160 | 224,221 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 206,386 | 2.70 | 48,909 | 9.75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 33,837 | 23.67 | 8,031 | 32.18 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 1,380 | -3.29 | 327 | 3.48 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3,948 | 0.00 | 936 | 6.86 | ||||
| 2025-04-17 | 13F | Retirement Solution Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 11,178 | 654.25 | 2,649 | 707.32 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1,627 | 4.16 | 386 | 11.27 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 126 | -18.18 | 30 | -14.71 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 1,616 | 0.00 | 383 | 6.70 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 839 | -23.03 | 199 | -17.84 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 1,105 | 12.76 | 262 | 20.28 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 5,791 | -2.31 | 1,372 | 4.41 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 110,292 | 0.72 | 26,137 | 7.64 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5,485 | 6.65 | 1,300 | 13.95 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 9,097 | 171.31 | 2,156 | 190.04 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 3,932 | -2.33 | 872 | -9.93 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 11,810 | -6.21 | 2,799 | 0.21 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 12,174 | 3.16 | 2,885 | 1.73 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 13,566 | -7.80 | 3,215 | -1.47 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 7,927 | 0.37 | 1,879 | 7.25 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3,093 | -70.84 | 733 | -68.84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 99,402 | 28.53 | 23,556 | 37.36 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 6,314 | 10.33 | 1,496 | 17.89 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 30,234 | -0.21 | 7,189 | 7.00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13,351 | 287.43 | 3,164 | 282.47 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 9,887 | -4.33 | 2,343 | 2.23 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 158 | 0.00 | 38 | 8.57 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 4,100 | -0.77 | 972 | 6.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 477,756 | 2.45 | 113,219 | 9.49 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 12,230 | -0.09 | 2,898 | 6.78 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22,859 | 4.03 | 5,417 | 11.19 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 366 | 262.38 | 87 | 290.91 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1,493 | 2.97 | 354 | 9.97 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 2,020 | -26.55 | 480 | -21.35 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 238 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 869 | -8.33 | 206 | -2.38 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 2,754 | 11.09 | 653 | 18.76 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 18,510 | -7.62 | 4,387 | -1.28 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 6,099 | 4.35 | 1,445 | 11.50 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 17,835 | 4.39 | 4,227 | 11.56 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 131,841 | -0.06 | 32,115 | 9.79 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1,733 | -5.46 | 411 | 0.99 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 1,059 | 0.00 | 251 | 6.84 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 59,184 | 0.49 | 14,026 | 7.39 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 3,248 | 0.03 | 770 | 6.81 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 204 | 0.00 | 48 | |||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 23,397 | -2.83 | 5,545 | 3.84 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 159 | 0.00 | 38 | 5.71 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 2,342 | 555 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 859,492 | -6.13 | 203,683 | 0.32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 116,954 | -0.42 | 27,716 | 6.42 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 274 | 0.00 | 66 | 10.00 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3,660 | 0.77 | 867 | 13.48 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 1,137 | 16.74 | 269 | 25.12 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 938 | -10.24 | 222 | -3.90 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 79,352 | 3.82 | 18,805 | 10.95 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30,631 | 59.28 | 7,259 | 70.22 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 2,552 | 0.00 | 605 | 6.90 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 63,441 | -0.55 | 15,034 | 6.28 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 11,560 | 83.06 | 2,740 | 95.64 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 13,576 | -0.73 | 3,217 | 6.10 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 208,643 | 149.81 | 49,545 | 167.52 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 6,023 | -10.47 | 1,427 | -4.29 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 19,403 | -45.86 | 4,598 | -42.14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 22,695 | -1.41 | 5,378 | 5.37 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 36,201 | -10.46 | 8,579 | -4.31 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 320,964 | 10.15 | 76,062 | 17.71 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 316 | 12.46 | 75 | 19.35 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 19,755 | 2.71 | 4,681 | 9.78 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 974 | 231 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 143 | 0.00 | 34 | 6.45 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 53,189 | -16.71 | 12,605 | -10.99 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 1,626 | -55.73 | 398 | -51.11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,428 | 338 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 71,391 | -0.96 | 16,919 | 5.84 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 11,234 | 2.25 | 2,742 | 12.52 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 1,900 | -90.21 | 450 | -89.55 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3,933 | -15.96 | 932 | -9.07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 24,253,000 | 0.69 | 5,747,476 | 7.60 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2,202 | -0.18 | 522 | 6.54 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 309 | 3.00 | 73 | 10.61 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 2,356 | -38.44 | 566 | -28.93 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 286 | 35.55 | 68 | 45.65 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 17,626 | 0.54 | 4,177 | 7.46 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 3,906 | 0.18 | 944 | 25.03 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15,742 | 28.28 | 3,730 | 37.08 | ||||
| 2025-07-16 | 13F | American National Bank | 154 | -9.94 | 36 | -2.70 | ||||
| 2025-07-28 | 13F | Jag Capital Management, Llc | 4,627 | 0.00 | 1,097 | 6.82 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1,646 | 3.65 | 390 | 10.80 | ||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER FUND Investor Shares | 967,547 | 86.69 | 209,135 | 61.64 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 48,795 | 15.79 | 11,602 | 24.15 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 456 | 0.00 | 108 | 6.93 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 136,744 | 23.57 | 32,423 | 32.13 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 775,674 | 11.25 | 183,819 | 18.89 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 13,967 | 0.28 | 3,310 | 7.16 | ||||
| 2025-07-24 | 13F | Conning Inc. | 9,084 | 0.00 | 2,153 | 6.85 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 6,176 | -0.44 | 1,464 | 6.40 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3,044 | 1.20 | 721 | 8.10 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 96,343 | 15.58 | 23 | 22.22 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 5,910 | -2.38 | 1,401 | 4.32 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 3,690 | 874 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 85,513 | -0.32 | 20,265 | 6.52 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 33,732 | -3.03 | 7,994 | 3.62 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1,278 | 8.95 | 303 | 16.15 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 38,916 | 14.43 | 9 | 28.57 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 7,959 | -1.87 | 1,886 | 4.89 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 35,976 | 138.19 | 8,526 | 154.55 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 1,144 | -1.29 | 271 | 5.45 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 156,471 | 2.39 | 37,080 | 9.42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,063,051 | 0.78 | 251,922 | 7.70 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 236 | -27.16 | 57 | -19.72 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 13,722 | -1.49 | 3,252 | 5.28 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,250 | -39.02 | 296 | -39.84 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 1,689 | 9.46 | 400 | 16.96 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 984 | 0.00 | 233 | 6.88 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 63,786 | 15,155 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 65 | 0.00 | 15 | 7.14 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 628,562 | 8.85 | 148,961 | 16.33 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13,819 | 12.31 | 3,275 | 20.01 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 248 | 59 | ||||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2,465 | -14.23 | 584 | -8.32 | ||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 11,829 | 3,251 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 5,579 | 0.63 | 1,237 | -7.13 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 992 | 9.86 | 235 | 17.50 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 6,454 | 6.93 | 1,529 | 14.28 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 23,260 | -17.67 | 5,512 | -12.01 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14,730 | 3.04 | 3,491 | 1.60 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 1,550 | 0.00 | 367 | 7.00 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 172,715 | 127.36 | 40,930 | 142.98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,535 | 19.17 | 2,023 | 27.33 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 742 | 16.48 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 43,197 | 3.27 | 10,237 | 10.36 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 328 | 0.00 | 78 | 6.94 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 5,774 | 0.31 | 1,368 | 7.21 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1,205 | 0.00 | 286 | 12.65 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 2,098 | -9.18 | 497 | -2.93 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 575 | 136 | ||||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 60,165 | 7.14 | 14,305 | 14.87 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 30,915 | 29.35 | 7,326 | 38.25 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 28,555 | -0.12 | 6,767 | 6.74 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 16,048 | 3.37 | 3,803 | 10.49 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 6,245 | 5.81 | 1,480 | 13.07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 316,725 | 4.54 | 75,057 | 11.73 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 103 | -41.81 | 24 | -42.86 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 34,862 | 7.51 | 8,262 | 14.90 | ||||
| 2025-08-14 | 13F | Acas, Llc | 3,755 | -1.05 | 939 | 13.97 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3,209 | -13.04 | 1 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1,397 | 10.17 | 331 | 17.79 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4,001 | 75.87 | 951 | 88.69 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 8,598 | -4.72 | 2,037 | 1.80 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7,644 | 0.57 | 1,811 | 7.48 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 30,958 | 23.66 | 6,865 | 14.11 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1,760 | -1.46 | 417 | 5.30 | ||||
| 2025-05-06 | 13F | Compass Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32,645 | 0.39 | 7,736 | 7.30 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 1,137 | -16.76 | 272 | -4.23 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 63 | 0.00 | 15 | 7.69 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 20,174 | -16.55 | 4,781 | -10.82 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,871 | 18.19 | 444 | 26.21 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 14,803 | 2.48 | 3,508 | 9.52 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 1,486 | 0.00 | 352 | 6.99 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 49,309 | 19.85 | 11,685 | 28.08 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 3,430 | 0.00 | 813 | 6.84 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3,957 | 34.23 | 938 | 43.49 | ||||
| 2025-07-18 | 13F | jvl associates llc | 13,531 | 59.23 | 3,207 | 70.17 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 4,432 | 17.87 | 1,050 | 26.05 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5,053 | 0.32 | 1,239 | 18.36 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 34,186 | -4.56 | 8,101 | 1.99 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 28,047 | -83.13 | 6,647 | -81.97 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 63,169 | 7.97 | 14,970 | 15.38 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 7,475 | 553.98 | 1,771 | 600.00 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 38,954 | 0.13 | 9,231 | 7.00 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 25,001 | -19.55 | 5,925 | -14.03 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,856 | -27.05 | 2,573 | -22.06 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 166,838 | 30.66 | 39,537 | 39.64 | ||||
| 2025-04-28 | 13F | O'Brien Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3,238 | -4.29 | 767 | 2.27 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 850 | 201 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 355 | 0.00 | 84 | 7.69 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 1,876 | -16.70 | 445 | -11.02 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 1,730 | 0.00 | 410 | 6.79 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5,189 | 11.28 | 1,230 | 18.97 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 88 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 3,502 | -4.84 | 833 | 1.96 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 132 | 0.00 | 31 | 6.90 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 1,364 | 4.28 | 323 | 11.38 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3,789 | 901 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 501 | -22.80 | 119 | -18.06 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 765 | -26.93 | 181 | -21.98 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 89,917 | 3.83 | 21,309 | 10.96 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 1,333 | 0.00 | 316 | 6.78 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3,433 | 26.73 | 814 | 35.50 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 1,967 | 0.00 | 466 | 6.88 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 10 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 14,082 | -0.74 | 3,337 | 6.10 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 104 | 0.00 | 25 | 4.35 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 20,585 | -27.17 | 4,878 | -22.16 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 195 | -39.25 | 46 | -35.21 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 151,140 | 2.09 | 37,395 | 14.82 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 4,112 | -0.05 | 974 | 6.80 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 22,390 | 1.11 | 5,306 | 8.04 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 105,880 | 1.19 | 25,091 | 8.14 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 44 | 0.00 | 10 | 11.11 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 7,447 | -2.46 | 1,771 | 4.55 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 1,705 | -26.76 | 404 | -21.90 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 869 | 206 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 17,538 | 23.28 | 4,156 | 31.77 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 3,641 | 206.48 | 863 | 218.08 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,574 | 19.06 | 374 | 27.30 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4,858 | -4.33 | 1,151 | 2.31 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 1,860 | -7.92 | 441 | -1.57 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3,466 | 2.73 | 821 | 9.76 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 1,314 | 0.00 | 311 | 6.87 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 562,385 | 3.29 | 133 | 10.83 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 11,254 | 4.24 | 2,667 | 11.36 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,361 | 81.90 | 560 | 94.77 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 1,158 | 0.00 | 274 | 7.87 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 412,456 | 3.97 | 97,744 | 11.11 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 137,218 | 13.81 | 32,494 | 21.64 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 392 | 0.00 | 93 | 6.98 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 257 | 83.57 | 63 | 113.79 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 847 | 201 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,617 | 0.42 | 620 | 7.45 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 801,260 | 7.03 | 189,885 | 14.38 | ||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6,927 | 7.45 | 1,642 | 14.84 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4,965 | 67.74 | 1,184 | 80.49 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 2,243 | 0.00 | 532 | 6.84 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3,094 | -30.24 | 733 | -25.43 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 2,727 | 3.06 | 646 | 10.24 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6,768 | 37.42 | 1,604 | 46.79 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 1,580 | 0.00 | 374 | 6.86 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 4,472 | 0.00 | 1,063 | 7.27 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 30,671 | 0.00 | 7,268 | 6.87 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 2,440 | 1.67 | 578 | 8.65 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 1,657 | 8.02 | 393 | 15.29 | ||||
| 2025-05-02 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 19,323 | 116.38 | 4,579 | 131.26 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 864 | -97.61 | 205 | -97.46 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 1,396 | 0.00 | 331 | 6.80 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 10,574 | -0.66 | 2,506 | 6.19 | ||||
| 2025-07-30 | 13F | Sentry LLC | 1,048 | -2.96 | 248 | 3.77 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2,323 | 1.89 | 1 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 14,879 | 0.14 | 3,526 | 7.01 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 94,705 | 3.23 | 22,443 | 10.32 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 9,114 | 6.26 | 2,160 | 13.57 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,357 | -13.35 | 322 | -7.49 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,180,480 | -2.73 | 279,750 | 18.98 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 45,621 | 3.28 | 10,811 | 10.37 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 3,205 | -4.19 | 762 | 2.83 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7,043 | 2 | ||||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 5,597 | -1.93 | 1,326 | 4.82 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 1,594 | 378 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 12,422 | -6.58 | 2,944 | -0.17 | ||||
| 2025-08-14 | 13F | Betterment LLC | 244,160 | 52.43 | 58 | 62.86 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 9,717 | 38.99 | 2,303 | 48.52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 63,445 | 2.79 | 15,035 | 13.14 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 1,955 | 0.00 | 464 | 6.93 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 1,154 | 279 | ||||||
| 2025-08-08 | 13F | WP Advisors, LLC | 137,894 | 460.68 | 32,678 | 499.27 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 37,321 | 3.35 | 8,844 | 10.45 | ||||
| 2025-07-22 | 13F | Legacy Trust | 976 | -14.08 | 231 | -7.97 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 28,949 | 11.17 | 6,419 | 10,253.23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 28,208 | 6.10 | 6,685 | 13.38 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 1,288 | 305 | ||||||
| 2025-07-31 | 13F | City State Bank | 9,719 | -1.87 | 2,303 | 4.87 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 18,379 | -41.07 | 4,356 | -37.02 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 21,566 | -60.19 | 5,111 | -57.46 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 12,500 | 0.00 | 2,962 | 6.89 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 57,006 | 5.13 | 13,509 | 112,475.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 56,444 | 14.86 | 13,376 | 22.75 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 1,509 | 1.41 | 358 | 8.51 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 16,134 | 11.75 | 3,823 | 19.43 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 146,144 | 1.42 | 34,633 | 8.39 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 1,330 | 34.34 | 315 | 43.84 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 2,367 | 0.00 | 561 | 7.06 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 1,566 | -55.17 | 367 | -52.52 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2,249 | 18.43 | 533 | 26.37 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 3,106 | 0.00 | 736 | 6.98 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 3,695 | -0.19 | 876 | 6.71 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 25,656 | -35.35 | 6,080 | -30.92 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1,317,738 | 277 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2,297 | -5.63 | 544 | 0.93 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 18,015 | 7.32 | 4,269 | 14.70 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 35,242 | 0.36 | 8,352 | 7.26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 24,300 | 95.97 | 5,759 | 109.46 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2,700 | 3.85 | 640 | 10.94 | |||
| 2025-08-05 | 13F | Dravo Bay Llc | 974 | 0.31 | 231 | 6.98 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 39,058 | 2.15 | 9,256 | 9.18 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 9,025 | 0.23 | 2,139 | 7.11 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 991 | -0.30 | 235 | 6.36 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 31,059 | -5.93 | 7,360 | 0.53 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 972 | 0.21 | 230 | 6.98 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 974 | 0.00 | 231 | 6.98 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 14,167 | -11.07 | 3,357 | -4.95 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 12,313 | 8.51 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 2,057 | -6.03 | 487 | 0.41 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 5,860 | -28.21 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,965,440 | -1.66 | 465,770 | 5.10 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 1,481 | -1.27 | 351 | 5.42 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 99,068 | 38.00 | 23,477 | 47.49 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 4,699 | 40.86 | 1,042 | 29.96 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 46,001 | -0.97 | 10,201 | -8.61 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 5,502 | 141.32 | 1,304 | 158.02 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 1,442 | -1.57 | 347 | 7.10 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 16,027 | 3,851 | ||||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 2,385 | 0.59 | 565 | 7.62 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 24,469 | 1.32 | 5,799 | 8.27 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1,585 | 0.00 | 377 | 7.12 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,361 | 5.12 | 560 | 12.25 | ||||
| 2025-04-24 | 13F | Financial Life Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 889 | -23.03 | 211 | -17.97 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 2,051 | 5.13 | 486 | 12.50 | ||||
| 2025-07-30 | 13F | Warther Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 17,557 | 4,161 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 1,632 | 0.00 | 392 | 13.66 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 7,943 | -1.08 | 1,882 | 13.92 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 41,513 | 7.73 | 9,838 | 15.12 | ||||
| 2025-08-04 | 13F | Balentine LLC | 17,079 | 0.00 | 4,047 | 6.87 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 873 | -30.93 | 207 | -26.43 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 18,847 | 7.21 | 4,466 | 14.57 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1,643 | 12.61 | 395 | 22.29 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 509 | 0.00 | 121 | 7.14 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 11,917 | 23.86 | 2,824 | 32.40 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12,069 | 3.65 | 2,676 | 5.44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3,446 | 6.49 | 817 | 13.81 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12,109 | 7.30 | 2,870 | 14.67 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 2,807 | -0.07 | 665 | 6.91 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 12,017 | -0.64 | 2,848 | 6.19 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 9,736 | -1.13 | 2,307 | 5.68 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 512 | 121 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5,840 | -2.39 | 1,384 | 4.30 | ||||
| 2025-05-08 | 13F | North Star Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 32 | 0.00 | 8 | 0.00 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 3,784 | -0.58 | 897 | 6.16 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,178 | -10.48 | 1 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 5,152 | -50.88 | 1,221 | -47.53 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 4,013 | 0.88 | 951 | 7.82 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 278 | 0.00 | 66 | 6.56 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 1,568 | 372 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 20,285 | -0.81 | 4,900 | 8.03 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 28,807 | -16.91 | 6,827 | -11.20 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 34,965 | -5.04 | 8,286 | 1.48 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 13,774 | -13.69 | 3,264 | -7.74 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 7,189 | -2.52 | 1,704 | 4.16 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,039 | -10.37 | 2,379 | -4.19 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 1,168 | 0.00 | 277 | 6.56 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 9,416 | -12.18 | 2,261 | -4.92 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 1,590 | -1.55 | 377 | 5.03 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7,432 | -7.68 | 1,761 | -1.34 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7,278 | 6.43 | 1,725 | 13.72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 191,671 | -14.72 | 45 | -8.16 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 1,351 | -0.15 | 320 | 6.67 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 973 | 231 | ||||||
| 2025-07-23 | 13F | Matisse Capital | 996 | 0.00 | 236 | 7.27 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 5 | -58.33 | 1 | -50.00 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 7,613 | -3.14 | 1,804 | 3.50 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15,475 | 63.43 | 3,667 | 74.70 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 55,633 | -1.43 | 13,184 | 5.34 | ||||
| 2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1,407 | -66.40 | 333 | -64.12 | ||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 54,975 | 97.33 | 13,028 | 110.86 |
Other Listings
| MX:VB |
