Statistik Asas
| Pemilik Institusi | 1120 total, 1117 long only, 0 short only, 3 long/short - change of 1.36% MRQ |
| Purata Peruntukan Portfolio | 0.3856 % - change of -8.09% MRQ |
| Saham Institusi (Panjang) | 41,475,387 (ex 13D/G) - change of 0.65MM shares 1.59% MRQ |
| Nilai Institusi (Panjang) | $ 11,140,780 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) telah 1120 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 41,475,387 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, CI Private Wealth, LLC, Morgan Stanley, Assetmark, Inc, Sei Investments Co, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Jones Financial Companies Lllp, and Pnc Financial Services Group, Inc. .
Vanguard Index Funds - Vanguard Small-Cap Growth ETF (ARCA:VBK) 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 297.17 / share. Previously, on September 6, 2024, the share price was 247.69 / share. This represents an increase of 19.98% 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.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 1264 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6,120 | 16.68 | 1,695 | 28.33 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 232 | 0.00 | 64 | 10.34 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 958 | 0.00 | 265 | 9.96 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 41,074 | -0.39 | 11,375 | 9.58 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 400 | 111 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 26 | 0.00 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 6,062 | 14.01 | 1,679 | 25.41 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 680,936 | -2.53 | 188,578 | 7.21 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 3,094 | 868 | ||||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 48 | 0.00 | 13 | 8.33 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 352 | -73.47 | 97 | -70.96 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 400 | 0.00 | 111 | 10.00 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 742 | 205 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,147 | 0.00 | 318 | 10.07 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4,272 | -0.47 | 1,183 | 9.44 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1,285 | -2.21 | 356 | 7.58 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 2,903 | -5.10 | 804 | 4.29 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 371 | 0.00 | 103 | 9.68 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 5,813 | -3.42 | 1,610 | 6.20 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 77 | 0.00 | 21 | 10.53 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 276 | -33.81 | 76 | -26.92 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 69,882 | -2.21 | 19,353 | 7.56 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 1,443 | -4.12 | 400 | 5.28 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 21,618 | -0.19 | 5,987 | 9.79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 880 | 244 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3,766 | -0.50 | 1,043 | 9.45 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 1,844 | 1.71 | 511 | 11.84 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 27,932 | -26.98 | 7,736 | -19.87 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 51,192 | 4.18 | 14,177 | 14.60 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 11,781 | -48.82 | 3,263 | -43.71 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 9,294 | 0.63 | 2,574 | 10.67 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 829 | 0.00 | 230 | 10.10 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 2,545 | 1.48 | 705 | 11.57 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 22,424 | 14.30 | 6,210 | 25.73 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 5,937 | 30.68 | 1,644 | 43.83 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,280 | -1.16 | 355 | 8.90 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 729 | 202 | ||||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 1,095 | 0.00 | 303 | 10.18 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 2,224 | 0.00 | 616 | 20.12 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1,061 | 6.85 | 294 | 17.20 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 11,735 | -9.17 | 3,250 | -0.09 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 51,460 | -28.59 | 14,251 | -21.45 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 45 | 0.00 | 12 | 9.09 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19,940 | -2.35 | 5,522 | 7.43 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 609 | 0.00 | 169 | 9.80 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 4,306 | 0.00 | 1,193 | 9.96 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,569 | 19.86 | 435 | 31.91 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 62 | 6,100.00 | 17 | 0.00 | ||||
| 2025-08-05 | 13F | Burney Co/ | 800 | -23.81 | 221 | -16.29 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 375 | 21.75 | 104 | 33.77 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,735 | 0.92 | 1,588 | 11.05 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 27,962 | 0.16 | 7,744 | 10.17 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2,031 | 563 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1,152 | 319 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 2,426 | 2.54 | 673 | 12.94 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 3 | 0.00 | 1 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 724 | -68.49 | 200 | -65.40 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 150 | 0.00 | 42 | 10.81 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 744 | -10.36 | 213 | 2.40 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19,628 | -29.49 | 5,436 | -30.28 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 751 | 208 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 774 | 0.00 | 214 | 10.31 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 933 | 258 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Next Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 7,039 | -1.25 | 1,949 | 8.64 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 27,966 | 2.88 | 7,745 | 13.15 | ||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 5,503 | 0.44 | 1,524 | 10.51 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 7 | 2 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,011 | 17.23 | 4,157 | 28.98 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 176 | 0.00 | 49 | 9.09 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 752 | 208 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 26,540 | -0.61 | 7,350 | 9.33 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 3,769 | -0.29 | 1,044 | 9.67 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,769 | 9.76 | 1,044 | 20.72 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 1,323 | 6.01 | 366 | 16.56 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 1,239 | 2.91 | 343 | 13.20 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10,148 | 2,810 | ||||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 217 | 0.00 | 60 | 11.11 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1,117 | 2.01 | 310 | 12.36 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 80,703 | -0.45 | 22,350 | 9.49 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3,527 | -0.62 | 977 | 21.70 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22,511 | -9.83 | 6,234 | -0.81 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,470 | -0.88 | 407 | 9.12 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 9,618 | -64.85 | 2,664 | -61.35 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 3,621 | -16.78 | 1,003 | -8.49 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 46,761 | -3.27 | 12,950 | 6.39 | ||||
| 2025-04-10 | 13F | Cathy Pareto & Associates, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 2,544 | -58.28 | 705 | -54.14 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4,352 | 10.32 | 1,246 | 33.83 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3,261 | -16.41 | 903 | -8.15 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11,242 | 5.71 | 3,113 | 16.29 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 2,770 | -2.77 | 767 | 6.97 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 2,482 | -1.08 | 687 | 8.87 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spinnaker Trust | 966 | 0.00 | 268 | 9.88 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,429 | -9.23 | 673 | -0.15 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 652 | 30.14 | 181 | 42.86 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2,601 | -4.13 | 720 | 5.42 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 156 | 0.00 | 43 | 10.26 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 396 | 0.00 | 110 | 10.10 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 38,842 | -53.40 | 10,757 | -48.74 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 844 | 0.00 | 234 | 9.91 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1,242 | 0.00 | 344 | 9.94 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 73,712 | 2.97 | 20,414 | 13.26 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1,881,972 | 0.41 | 521,194 | 10.45 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 2,610 | 168.24 | 723 | 195.90 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 757 | -7.68 | 210 | 1.46 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1,844 | 0.00 | 511 | 9.91 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 3,680 | 0.00 | 1,021 | 10.15 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 27,573 | -8.39 | 7,636 | 0.77 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 37,837 | 143.18 | 10,479 | 167.50 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1,914 | 11.09 | 530 | 22.40 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 120 | 0.00 | 33 | 10.00 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,255 | -2.94 | 350 | 7.69 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 54,245 | 0.07 | 15,022 | 10.08 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 30 | 0.00 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 20,877 | 0.70 | 5,782 | 10.77 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9,500 | -28.45 | 2,631 | -21.30 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,273 | 353 | ||||||
| 2025-08-12 | 13F | Athena Investment Management | 2,151 | -3.84 | 596 | 5.68 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 7,298 | -2.63 | 2,021 | 7.16 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 371 | 0.00 | 103 | 9.68 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3,157 | 874 | ||||||
| 2025-05-14 | 13F | Wescott Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Systelligence, LLC | 18,408 | -58.25 | 5,098 | -54.09 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 378 | -7.13 | 105 | 1.96 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 3,896 | 13.85 | 1,079 | 25.20 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 835 | 2.20 | 231 | 12.68 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 23,337 | 0.00 | 6,463 | 9.99 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,178 | -7.64 | 880 | 1.62 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 121 | 34 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 77,748 | 24.09 | 21,531 | 36.50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6,517 | -1.60 | 1,805 | 8.28 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 107 | 30 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 32,751 | 2.97 | 9,070 | 13.26 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1,123 | 0.00 | 311 | 10.28 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 1,619 | 3.52 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 995 | -9.05 | 276 | 0.00 | ||||
| 2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3,098 | -15.63 | 858 | -7.25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 353,707 | -1.26 | 98 | 7.78 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 11,903 | -52.60 | 3,296 | -47.86 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 1,429 | -9.10 | 396 | 0.00 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 1,393 | -5.69 | 386 | 3.77 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 261 | 193.26 | 72 | 227.27 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1,601 | 43.46 | 444 | 58.57 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4,106 | 44.12 | 1,137 | 58.58 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 59,263 | 1.35 | 16,412 | 11.49 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 46 | 31.43 | 13 | 50.00 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 990 | -11.92 | 274 | -2.84 | ||||
| 2025-04-23 | 13F | Bluesphere Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 22,474 | 1.71 | 6,224 | 11.86 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 11,224 | 21.76 | 3,108 | 20.42 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 601 | -11.09 | 166 | -2.35 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 3,860 | -9.39 | 1,069 | -0.37 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 180 | 0.00 | 50 | 8.89 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 15,929 | -12.73 | 4,411 | -4.00 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 1,341 | 371 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5,109 | -2.91 | 1,348 | 8.28 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32,906 | 0.40 | 9,113 | 10.45 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 1,229 | -0.57 | 340 | 9.32 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 513,229 | 0.19 | 142,349 | 10.37 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 2,884 | 0.49 | 799 | 10.53 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 10 | 0.00 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 3,909 | 5.34 | 1,083 | 15.85 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 6,174 | -9.41 | 1,710 | -3.77 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 58,003 | 849.00 | 16,073 | 945.06 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 2,133 | 14.68 | 591 | 26.07 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 149 | -13.87 | 41 | -4.65 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 1,282 | 0.00 | 355 | 10.25 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 4 | 0.00 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,308 | 1.18 | 639 | 11.32 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1,321 | -45.21 | 366 | -39.87 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1,650 | 0.00 | 416 | 0.00 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 54 | 15 | ||||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES | 54 | 15 | ||||||
| 2025-04-29 | 13F | DT Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18,563 | 54.25 | 5,149 | 69.96 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 810 | -42.31 | 0 | |||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1,444 | 0.00 | 400 | 9.92 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,361 | 3.65 | 1,485 | 13.98 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 4,610 | 27.70 | 1,293 | 42.29 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 15 | 0.00 | 4 | 33.33 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 99 | 0.00 | 27 | 12.50 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 144 | -12.20 | 40 | -4.88 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 29 | -77.52 | 8 | -75.00 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 2,073 | 1 | ||||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1,325 | -2.14 | 334 | -12.14 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2,160 | -21.37 | 598 | -13.46 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,924,932 | 100.83 | 533,099 | 120.91 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 61 | 0.00 | 17 | 6.67 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 25,467 | -2.07 | 7,053 | 7.71 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1,303 | 361 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1,433 | 0.00 | 397 | 10.00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 | 0.00 | 0 | |||||
| 2025-07-14 | 13F/A | Seek First Inc. | 14,016 | 5.96 | 3,881 | 16.55 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,281 | 0.00 | 355 | 9.94 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 7,078 | 0.07 | 1,960 | 10.11 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 350 | 0.00 | 97 | 9.09 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 209 | 0.00 | 58 | 9.62 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2,982 | -9.06 | 826 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 399 | -47.98 | 110 | -43.01 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 13,756 | -2.40 | 3,810 | 7.02 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 942 | 0.00 | 261 | 7.88 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 1,159 | -33.39 | 321 | -26.94 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2,842 | -2.44 | 788 | 7.37 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,393 | 1.31 | 386 | 11.27 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 396 | -19.02 | 110 | -11.38 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 285 | 0.00 | 79 | 9.86 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 4,753 | -30.33 | 1,316 | -23.35 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 2,476 | -0.80 | 1 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 860 | 238 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 16,953 | -4.04 | 4,695 | 5.55 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 110 | 0.00 | 31 | 11.11 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 135,834 | 137.55 | 37,618 | 161.31 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 9,788 | -16.90 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,056 | 1.26 | 846 | 11.46 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1,465 | -82.77 | 406 | -81.07 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 225 | 0.00 | 62 | 10.71 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 133 | 0.00 | 37 | 9.09 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 52,253 | 110.03 | 14,471 | 131.04 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 139 | 0.00 | 38 | 11.76 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 1,368 | 0.00 | 379 | 9.88 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11,380 | -9.85 | 3,152 | -0.85 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7,600 | 8.43 | 2,105 | 19.27 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 7,453 | 0.00 | 2,064 | 10.02 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 16,518 | -1.73 | 4,575 | 8.11 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 5,433 | -0.86 | 1,505 | 9.06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 403,922 | -2.69 | 111,539 | 6.85 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 781 | 216 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 79 | -53.25 | 22 | -50.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 573 | 29.93 | 159 | 42.34 | ||||
| 2025-05-07 | 13F | Ramirez Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 877 | -4.57 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 6,634 | -4.75 | 1,837 | 4.79 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | United Bank | 4,205 | 0.00 | 1,165 | 10.02 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 161 | -13.44 | 45 | -2.17 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 1,622 | -16.65 | 449 | -8.18 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,266 | -1.48 | 351 | 8.36 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 21,725 | -12.67 | 6,017 | -3.94 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 793 | 0.00 | 220 | 10.05 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 4,058 | 17.62 | 1,124 | 29.38 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3,103 | -12.79 | 781 | -21.59 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 1,394 | 0.00 | 386 | 10.29 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 996 | -7.00 | 276 | 2.60 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 603 | 0.00 | 167 | 9.93 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 758 | -28.63 | 210 | -21.72 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 967 | 268 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,086 | 8.71 | 301 | 19.92 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 1,622 | -12.84 | 449 | -4.06 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 6,179 | 0.15 | 1,712 | 10.17 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 5,695 | -0.23 | 1,577 | 9.74 | ||||
| 2025-07-17 | 13F | City Holding Co | 4,195 | -1.73 | 1,162 | 8.10 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 2,519 | 2.36 | 634 | -11.70 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 1,911 | 0.00 | 529 | 9.98 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2,263 | 10.23 | 1 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 3,423 | -8.43 | 948 | 0.64 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 2,246 | 0.00 | 623 | 10.27 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 462 | 0.00 | 128 | 9.48 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 18,366 | -1.33 | 5,086 | 8.54 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5,441 | 11.70 | 1,507 | 22.84 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 3,236 | 0.00 | 896 | 10.07 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2,159 | 24.87 | 601 | 42.86 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 17,835 | 0.45 | 4,939 | 10.49 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 7,747 | -40.75 | 2,145 | -34.82 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 1,611 | -0.98 | 446 | 9.05 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5,858 | -2.88 | 1,626 | 7.11 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,820 | -4.76 | 504 | 4.78 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 3,000 | 831 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 5,378 | 0.00 | 1,489 | 9.97 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 311 | -91.87 | 86 | -91.07 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2,585 | 716 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Marion Wealth Management | 34,117 | 3.09 | 9,448 | 13.41 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 11,687 | 3,196 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 26,664 | 56.09 | 7,384 | 71.72 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 307,165 | 5,905.18 | 85,066 | 6,509.63 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 1,720 | 0.00 | 476 | 10.19 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 197 | 0.00 | 55 | 10.20 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 748 | -2.60 | 207 | 7.25 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,726 | -1.32 | 478 | 8.41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 688,885 | 6.56 | 190,229 | 16.32 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 3,402 | -1.08 | 942 | 8.53 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 1,915 | 0.00 | 530 | 9.96 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 4,072 | -11.88 | 1,128 | -3.10 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 1,582 | 5.33 | 438 | 15.87 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 30,239 | 0.26 | 8,374 | 10.29 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1,581 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 222,471 | 1.73 | 61,612 | 11.90 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6,916 | 97.60 | 1,741 | 77.65 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 55 | 15 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13,027 | 4 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 29,798 | 4.05 | 8,265 | 14.62 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6,621 | -2.90 | 1,852 | 14.83 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 7,687 | -5.12 | 2,129 | 4.36 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 215 | -4.87 | 60 | 5.36 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 131,313 | 4.44 | 36,366 | 14.89 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 867,132 | 4.75 | 240,143 | 15.22 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3,045 | 0.00 | 767 | -10.09 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 54 | 0.00 | 15 | 7.69 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 60,476 | -1.50 | 16,748 | 8.35 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 759 | 210 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 12,670 | -0.44 | 3,509 | 9.49 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 11,339 | -0.81 | 3,140 | 9.10 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,565 | -1.99 | 730 | 12.14 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 1,273 | 41.44 | 353 | 39.68 | ||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 129,646 | 3.32 | 35,904 | 13.65 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,021 | -22.06 | 283 | -14.29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 29,090 | -9.22 | 8,056 | -0.14 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 2,726 | 7.83 | 755 | 18.55 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 882 | -51.08 | 244 | -46.14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1,875 | -21.32 | 519 | -13.36 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 866,190 | -2.01 | 239,883 | 7.78 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 20,157 | 1.65 | 5,582 | 11.82 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 15,524 | 3.46 | 4,299 | 13.82 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 2,849 | -0.97 | 789 | 8.98 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 13 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2,504 | -1.88 | 693 | 7.94 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1,217 | 0.00 | 344 | 18.28 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 29,919 | -0.24 | 8,286 | 9.72 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2,034 | 6.72 | 563 | 17.54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 76,698 | 0.68 | 21,241 | 10.74 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 757 | 210 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 115,832 | 1.73 | 32,079 | 11.90 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 19,081 | 6.01 | 5,284 | 16.62 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 243 | 0.00 | 67 | 9.84 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2,560 | 0.00 | 709 | 9.94 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 20,126 | -0.90 | 5,574 | 9.00 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 3,164 | -93.59 | 876 | -92.95 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 463 | 0.00 | 128 | 10.34 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 1,527 | -61.83 | 423 | -58.09 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 1,702 | -14.99 | 0 | |||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 7,345 | -57.09 | 2,034 | -52.80 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 139,346 | -0.49 | 38,591 | 9.45 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 11,215 | 0.94 | 3,106 | 11.05 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 934 | 0.00 | 259 | 9.79 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 1,086 | 0.00 | 301 | 9.89 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5,512 | -21.41 | 1,527 | -13.59 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 13,332 | 1.36 | 3,692 | 11.51 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,014 | 41.24 | 1,942 | 55.36 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2,740 | 14.88 | 759 | 26.33 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 1,340 | 0.00 | 371 | 10.09 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 28 | 0.00 | 8 | 0.00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 15 | 4 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 255 | 0.00 | 71 | 9.38 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3,362 | 101.80 | 931 | 122.20 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 1,750 | -47.08 | 485 | -41.83 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 7,000 | 0.00 | 1,939 | 9.99 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 10,530 | -0.58 | 2,916 | 9.38 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 767 | -8.14 | 218 | 5.31 | ||||
| 2025-07-11 | 13F | Bell Bank | 2,187 | 0.00 | 606 | 10.00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 126 | 0.00 | 35 | 9.68 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 726 | 201 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 48,562 | 18.47 | 13,449 | 30.31 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 8,694 | -42.19 | 2,408 | -36.42 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17,861 | 6.94 | 4,946 | 17.62 | ||||
| 2025-07-02 | 13F | InvesTrust | 1,697 | 2.11 | 470 | 12.20 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 8,219 | -12.27 | 2,276 | -3.48 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 6,725 | 3.81 | 1,863 | 14.16 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 19 | 0.00 | 5 | 25.00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2,239 | 25.50 | 620 | 38.08 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10,229 | -17.11 | 2,833 | -8.82 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1,074 | 5.60 | 297 | 16.02 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 1,350 | 0.15 | 378 | 11.21 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,163 | 7.49 | 1,984 | 18.18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 66,357 | -5.64 | 18,377 | 3.79 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7,958 | -1.23 | 2,204 | 8.63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10,494 | 19.75 | 2,906 | 31.73 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 2,680 | -4.29 | 742 | 5.40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,973 | -4.03 | 2,766 | 5.53 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 20 | 6 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 502 | 3.51 | 139 | 13.93 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,118 | 32.71 | 1,140 | 45.97 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 7,637 | 0.10 | 2,115 | 10.10 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 18 | 0.00 | 5 | 0.00 | ||||
| 2025-04-11 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 1,760 | 0.28 | 487 | 10.43 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 4,004 | -4.05 | 1,109 | 5.52 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1,657 | -35.55 | 459 | -29.21 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of Hawaii | 4,110 | 6.31 | 1,138 | 16.96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6,295 | -62.17 | 1,743 | -58.39 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 46 | 48.39 | 13 | 71.43 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,878 | -1.61 | 3,013 | 8.23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 26,900 | -26.30 | 7,450 | -18.94 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 7,400 | -57.47 | 2,049 | -53.22 | |||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,017 | 582.97 | 1,666 | 653.85 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1,834 | -0.38 | 508 | 9.50 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 9,108 | -1.62 | 2,522 | 8.24 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1,589 | 51.33 | 440 | 66.67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 24,629 | 39.75 | 6,821 | 53.74 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 503 | 13.54 | 140 | 25.23 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 410 | 8.75 | 114 | 20.00 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 724 | -8.70 | 201 | -9.91 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 93,880 | -0.03 | 26,433 | 11.80 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 502,158 | 2.40 | 139,068 | 12.64 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 2,843 | 0.00 | 787 | 10.07 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3,945 | 0.00 | 1,093 | 9.97 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 2,978 | -2.36 | 825 | 7.43 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 317,808 | 9.08 | 88,014 | 19.99 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 21 | 0.00 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 345 | -10.39 | 96 | -1.04 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51,653 | 24.86 | 14,305 | 37.34 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 85,218 | 2.96 | 23,600 | 13.25 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 311 | 86 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2,771 | 26.99 | 768 | 25.53 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 3,015 | 5,698.08 | 835 | 6,315.38 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 32,583 | 1,460.49 | 9,024 | 1,618.67 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 261 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,224 | -16.89 | 893 | -8.98 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 30,532 | 8.14 | 8,456 | 18.95 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 63,854 | 0.76 | 17,684 | 10.83 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 3,840 | 4.23 | 1,063 | 14.67 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 4,271 | -66.83 | 1,185 | -63.47 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 152 | 0.00 | 42 | 2.44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4,898 | 8.63 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2,023 | 0.00 | 560 | 10.02 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 85 | 24 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 49,306 | 3.88 | 13,655 | 14.26 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 130 | 0.00 | 36 | 12.50 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,229 | -4.53 | 1,448 | 4.55 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 588 | -86.36 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6,604 | 1,831 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 4,342 | 0.86 | 1,202 | 10.99 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 9,235 | 15.47 | 2,557 | 27.02 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 1,099 | 0.00 | 304 | 10.14 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 173 | 0.00 | 48 | 9.30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 338,104 | 4.83 | 93,634 | 15.31 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 104 | 0.00 | 29 | 11.54 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,540,575 | 1.72 | 426,647 | 11.89 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3,573 | -6.83 | 990 | 2.49 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 1,777 | -3.69 | 492 | 6.03 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 4,774 | 4.49 | 1,322 | 14.96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 2,563 | -0.04 | 710 | 9.92 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 1,576 | 0.00 | 436 | 10.10 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 31,190 | 34.17 | 8,638 | 47.59 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 1,888 | 0.00 | 524 | 10.11 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2,120 | -14.10 | 587 | -5.48 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 1,535 | 4.21 | 425 | 14.86 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 399 | 0.00 | 110 | 10.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,564 | -14.06 | 987 | -5.37 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7,172 | -78.17 | 1,986 | -75.99 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 5,537 | 0.04 | 1,533 | 10.05 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9,953,009 | 0.99 | 2,756,386 | 11.08 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 2,768 | -4.06 | 766 | 5.51 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5,396 | -0.22 | 1,494 | 9.77 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 230 | 228.57 | 64 | 270.59 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 1,667 | 53.92 | 462 | 69.49 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 15,883 | 0.00 | 4,399 | 10.01 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 1,846 | -2.33 | 465 | -12.29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15,529 | -10.65 | 4,301 | -1.71 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 7,016 | 3.31 | 1,943 | 15.53 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 4,896 | 0.00 | 1,366 | 16.97 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 205 | 0.00 | 57 | 9.80 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 781 | -2.50 | 223 | 10.95 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 2,186 | 4.14 | 606 | 14.58 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 18,841 | 3.17 | 5,218 | 13.49 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 51 | 13 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 642,042 | 6.70 | 177,807 | 17.37 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 281 | 0.00 | 78 | 10.00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 7,161 | 1,983 | ||||||
| 2025-07-16 | 13F | American National Bank | 6,326 | 217.41 | 1,752 | 249.50 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 1,553 | 31.05 | 430 | 44.30 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 4,874 | 1.75 | 1,350 | 11.95 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1,318 | -0.30 | 365 | 9.94 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 97 | 0.00 | 27 | 8.33 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 1,980 | 0.00 | 548 | 10.04 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 35,700 | 363.64 | 9,887 | 410.11 | |||
| 2025-08-14 | 13F | SWAN Capital LLC | 44,947 | 87.81 | 12,448 | 106.59 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 763 | 211 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 13,749 | -1.02 | 3,808 | 8.86 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 22,600 | 283.05 | 6,259 | 321.41 | |||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 39,596 | -6.91 | 10,966 | 2.39 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 4 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 1,158 | -0.26 | 321 | 9.59 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 300 | 0.00 | 83 | 10.67 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,005 | 0.00 | 278 | 9.88 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5,831 | 0.34 | 1,615 | 10.40 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 96 | 0.00 | 27 | 8.33 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9,096 | -5.44 | 2,519 | 4.01 | ||||
| 2025-05-02 | 13F | MTC Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1,245 | 9.11 | 345 | 19.86 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 988 | 0.00 | 274 | 10.08 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 41 | 11 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 233 | 0.00 | 65 | 10.34 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 36,001 | -13.97 | 9,970 | -5.36 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 450 | 2.04 | 125 | 11.71 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 254 | 70 | ||||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 4,770 | -4.22 | 1,321 | 5.43 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 625 | 90.55 | 173 | 110.98 | ||||
| 2025-05-09 | 13F | Rollins Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 426 | 8.12 | 118 | 6.36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 250,196 | 12.38 | 69,289 | 23.61 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 947 | 0.00 | 262 | 10.08 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 1,971 | 4.51 | 546 | 14.98 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 1,975 | -0.60 | 548 | 9.40 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 1,984 | -0.20 | 549 | 9.80 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 860 | -6.52 | 238 | 3.03 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 39 | -18.75 | 11 | -16.67 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 22,364 | 5.32 | 6,194 | 15.84 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 12,994 | -38.68 | 4 | -40.00 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 3,079 | -0.26 | 853 | 9.65 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,257 | -15.05 | 625 | -15.99 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 24 | 7 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,973 | 16.46 | 2,485 | 28.09 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 26,438 | -1.83 | 7,322 | 7.98 | ||||
| 2025-08-08 | 13F | Rakuten Securities, Inc. | 4 | 0.00 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 1,838 | 6.06 | 509 | 16.74 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,839 | 4.91 | 509 | 15.42 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 174 | 0.00 | 48 | 11.63 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 812 | 225 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4,456 | -1.35 | 1,234 | 8.44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 367,032 | 27.04 | 101,646 | 39.74 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 50,992 | 4.04 | 14,122 | 14.43 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 62 | -50.00 | 17 | -45.16 | ||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 35,266 | 9,767 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2,265 | -12.24 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 74,512 | 5.29 | 20,635 | 15.81 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 4,879 | 84.11 | 1,351 | 102.55 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1,783 | -0.11 | 494 | 9.80 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 24,944 | -5.85 | 6,908 | 3.55 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 13,180 | -0.84 | 3,650 | 9.09 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3,588 | -12.72 | 994 | -4.06 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 1,325 | 0.00 | 366 | 16.19 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4,802 | -1.17 | 1,330 | 8.67 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 1,226 | 48.61 | 340 | 64.25 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 9,752 | 2.47 | 2,701 | 12.69 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 933 | 2.64 | 258 | 13.16 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 2,008 | 1.83 | 556 | 12.10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,011 | 72.07 | 1,111 | 70.25 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 1,568 | 0.06 | 434 | 10.15 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 9,113 | 42.46 | 2,524 | 56.71 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 5,506 | -71.33 | 1,525 | -68.48 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 1,838 | 19.20 | 509 | 31.19 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 1,708 | -7.22 | 473 | 2.16 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 24,651 | 4.33 | 6,827 | 14.76 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3,827 | 1.92 | 1,068 | 12.91 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13,863 | -0.65 | 3,839 | 9.28 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 158 | 44 | ||||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 51,940 | 20.56 | 14,384 | 32.61 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 195 | 0.00 | 54 | 10.20 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 193 | -6.31 | 49 | -5.88 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,343 | -18.57 | 21 | -8.70 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 60 | 17 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8,611 | 2,388 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 295,778 | -0.29 | 81,913 | 9.68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 59 | 0.00 | 16 | 14.29 | ||||
| 2025-04-17 | 13F | Vista Investment Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 999 | 23.18 | 277 | 35.78 | ||||
| 2025-05-06 | 13F | Roundview Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 750 | 208 | ||||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 10,773 | 2.68 | 2,984 | 12.95 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 33 | 0.00 | 9 | 12.50 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4,050 | 58.70 | 1,121 | 74.61 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 1,350 | 0.00 | 374 | 10.03 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 972 | 0.00 | 269 | 10.25 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | JT Stratford LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 136 | 0.00 | 38 | 8.82 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 1,086 | 6.78 | 301 | 17.65 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 16,465 | 6.00 | 4,560 | 16.60 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 396 | -88.94 | 110 | -87.90 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 25,611 | 3.86 | 7,093 | 14.24 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17,539 | 4.72 | 5,024 | 18.32 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 20 | 0.00 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 577 | -5.10 | 160 | 3.92 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 94 | 26 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 37,913 | -3.23 | 10,500 | 6.45 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 91 | -22.88 | 25 | -13.79 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 28,401 | 7.65 | 7,865 | 18.41 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 15 | 0.00 | 4 | 33.33 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,830 | -3.43 | 507 | 6.08 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 6,260 | -3.08 | 1,734 | 6.58 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,601 | 228.41 | 720 | 261.81 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 357,304 | 7.11 | 98,952 | 17.81 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1,494 | -13.34 | 414 | -4.84 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 4,039 | 18.13 | 1,017 | 6.17 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 55,539 | 49.35 | 15,381 | 64.28 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 12,590 | 0.00 | 3,487 | 10.00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2,509 | -0.95 | 695 | 8.95 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 11,311 | 9.25 | 3,132 | 20.18 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 51 | 0.00 | 14 | 16.67 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1,519 | 0.00 | 421 | 9.95 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 2,061 | -2.55 | 571 | 7.14 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 80,143 | -4.98 | 22 | 4.76 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 135,851 | 0.89 | 37,595 | 10.98 | ||||
| 2025-07-31 | 13F | City State Bank | 210 | 0.00 | 58 | 11.54 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,663 | 5.16 | 1,568 | 15.72 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 1,368 | -74.13 | 379 | -71.60 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,230 | 0.27 | 618 | 10.38 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 113,009 | 7.76 | 31,297 | 18.53 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 1,110 | 307 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 37,165 | 48.79 | 10,292 | 63.68 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 931 | -25.46 | 0 | |||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6,904 | -1.19 | 1,912 | 8.64 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 364,162 | -2.38 | 100,852 | 7.38 | ||||
| 2025-04-28 | 13F | Moody Lynn & Lieberson, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 54,722 | -3.35 | 15 | 7.14 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 88,749 | -1.82 | 24,615 | 8.16 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 8,019 | -61.32 | 2,221 | -57.46 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 15,085 | 12.52 | 4,178 | 139,133.33 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 847 | 234 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 2,715 | -5.89 | 752 | 3.44 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1,642 | 2.82 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1,296 | -1.29 | 359 | 8.48 | ||||
| 2025-08-27 | NP | VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares | 1 | 0.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 34,872 | 36.95 | 10 | 50.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 54,415 | -4.66 | 15 | 7.14 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 3,702 | -14.46 | 1,025 | -5.88 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1,044 | -11.75 | 289 | -2.69 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 1,213 | 336 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Small-cap Growth Portfolio | 24,147 | 0.00 | 6,687 | 10.00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 80 | 0.00 | 22 | 10.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17,111 | 3.12 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2,251 | 0.22 | 623 | 10.27 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 6,227 | -0.24 | 2 | 0.00 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dravo Bay Llc | 4,607 | -3.42 | 1,276 | 6.25 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 995 | -3.68 | 275 | 5.77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,500 | 115.91 | 2,631 | 137.58 | |||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,298 | -36.31 | 360 | -30.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1,300 | -83.33 | 360 | -81.66 | |||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 54,883 | -7.47 | 15,199 | 16.60 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2,524 | -86.85 | 699 | -85.56 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2,500 | 692 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 842 | -1.52 | 233 | 8.37 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,925 | 39.54 | 1,641 | 56.79 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 37,842 | -13.86 | 10,480 | -5.24 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 400 | 0.00 | 111 | 10.00 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1,237 | -6.00 | 343 | 3.32 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6,914 | -5.05 | 1,915 | 4.42 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,416 | -6.47 | 1 | |||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 6,686 | 0.00 | 1,865 | 16.28 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 959 | -1.34 | 266 | 8.61 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 6,824 | -3.68 | 1,887 | 5.77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 203,119 | 3.41 | 56,252 | 13.75 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 161 | 0.00 | 45 | 10.00 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4,113 | 7.22 | 1,139 | 18.03 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 18,533 | 18.88 | 5,133 | 30.75 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 1,606 | -2.37 | 445 | 7.25 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 38,551 | -0.11 | 10,676 | 9.87 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 4,193 | 9.74 | 1,185 | 31.37 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 321 | 0.00 | 89 | 10.00 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 1,083 | -87.85 | 300 | -86.68 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4,486 | 12.63 | 1,242 | 23.95 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 3,482 | -0.40 | 964 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 11,614 | 0.00 | 3,216 | 9.99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,853 | 0.59 | 2,175 | 10.64 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12,933 | 109.61 | 3,582 | 130.59 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 1,132 | -5.03 | 313 | 4.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 443,257 | -4.31 | 122,755 | 5.25 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 740 | 205 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 14,380 | 3 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15,342 | -3.49 | 4,249 | 6.15 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 39 | -50.63 | 11 | -47.37 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 1,266 | 0.00 | 351 | 10.38 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 1 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1,138 | -6.95 | 315 | 2.61 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 28,893 | -3.66 | 8,002 | 5.97 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 108 | 0.00 | 30 | 7.41 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 17,766 | 4,920 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,677 | -14.70 | 464 | -6.07 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 222,653 | 1.72 | 61,662 | 11.89 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7,614 | 80.13 | 2,109 | 98.12 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 897 | -74.55 | 249 | -72.04 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 8 | 2 | ||||||
| 2025-05-01 | 13F | APCM Wealth Management for Individuals | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Farmers National Bank | 1,018 | 8.88 | 282 | 19.57 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 736 | 204 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 3,203 | 91.11 | 899 | 113.54 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 3,062 | -11.61 | 848 | -2.87 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 807 | 224 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,547 | -2.15 | 429 | 7.54 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 10 | -65.52 | 3 | -71.43 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 800 | 0.00 | 222 | 9.95 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1,087 | 0.00 | 301 | 10.26 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 15,558 | -1.24 | 4,309 | 8.62 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 164 | -73.51 | 45 | -70.97 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,210 | -4.72 | 334 | 5.70 | ||||
| 2025-07-23 | 13F | Matisse Capital | 9,554 | 0.00 | 2,646 | 9.98 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 894 | 2.17 | 248 | 12.27 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 106 | -41.11 | 29 | -42.00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 8 | 300.00 | 2 | |||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 5,726 | 0.14 | 1,586 | 10.15 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 4,040 | -12.69 | 1,119 | -3.95 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 55,266 | 5.60 | 15,305 | 16.16 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1,464 | -2.20 | 405 | 7.71 |
