Statistik Asas
| Pemilik Institusi | 379 total, 379 long only, 0 short only, 0 long/short - change of 7.34% MRQ |
| Purata Peruntukan Portfolio | 0.3100 % - change of -1.12% MRQ |
| Saham Institusi (Panjang) | 19,810,091 (ex 13D/G) - change of 1.47MM shares 8.04% MRQ |
| Nilai Institusi (Panjang) | $ 1,227,375 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Vanguard World Fund - Vanguard ESG International Stock ETF (US:VSGX) telah 379 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 19,810,091 saham. Pemegang saham terbesar termasuk Vanguard Group Inc, Morgan Stanley, Creative Planning, Leo Wealth, LLC, Royal Bank Of Canada, SCS Capital Management LLC, Raymond James Financial Inc, Angeles Investment Advisors, LLC, Facet Wealth, Inc., and Sellwood Investment Partners LLC .
Vanguard World Fund - Vanguard ESG International Stock ETF (BATS:VSGX) 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 3, 2025 is 67.16 / share. Previously, on September 4, 2024, the share price was 59.38 / share. This represents an increase of 13.10% 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 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 44,986 | 3.42 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,731 | 0.00 | 572 | 11.09 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 41,322 | 4.29 | 2,707 | 15.84 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 36,122 | 1.44 | 2,366 | 12.62 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Northeast Investment Management | 3,481 | 228 | ||||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 28,519 | 1.36 | 1,868 | 12.54 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 4,517 | -2.19 | 296 | 8.46 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9,405 | 0.00 | 616 | 11.19 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4,395 | -1.46 | 288 | 16.67 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 8,779 | -7.84 | 575 | 2.50 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 6,478 | -1.97 | 424 | 9.00 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 3,336 | -3.83 | 218 | 6.86 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 153,683 | 185.78 | 10 | 233.33 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 3,713 | 243 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 370 | 0.00 | 24 | 14.29 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 43,107 | 2.81 | 2,819 | 10.85 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 101,409 | 10.69 | 6,620 | 21.94 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 365,833 | 7.24 | 23,962 | 19.10 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,275 | 0.00 | 84 | 10.67 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 269 | 1.13 | 18 | 13.33 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 112,972 | 4.39 | 7,400 | 15.92 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 36,470 | 2,389 | ||||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 7,186 | 10.78 | 471 | 23.04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13,632 | 120.33 | 893 | 145.05 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17,883 | 0.57 | 1,200 | 9.50 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4,926 | 0.00 | 323 | 11.03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 144,380 | 8.18 | 9,457 | 20.14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36,072 | -27.87 | 2,363 | -19.90 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 38,239 | -22.31 | 2,505 | -13.71 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 428 | 0.94 | 28 | 12.00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3,283 | 215 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 4,417 | -2.58 | 289 | 8.24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17,860 | 2.18 | 1,170 | 13.50 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7,044 | 15.53 | 461 | 28.41 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1,262 | 0.00 | 83 | 10.81 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1,635 | 1.36 | 107 | 12.63 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 9,236 | 6.95 | 605 | 18.66 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 500 | 0.00 | 33 | 10.34 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6,936 | 5.68 | 454 | 17.31 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 872 | 0.00 | 57 | 11.76 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 6,723 | -3.94 | 440 | 6.80 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 11,635 | -7.76 | 762 | 2.56 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2,074 | 1.82 | 136 | 12.50 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 22,636 | 101.69 | 1,483 | 124.21 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 14,473 | 12.56 | 948 | |||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 118 | 8 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 20,232 | -73.44 | 1,325 | -70.51 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 26,008 | -3.75 | 1,704 | 6.91 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 25 | 2,400.00 | 2 | 0.00 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 119,042 | 4.75 | 7,840 | 16.98 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 34,974 | 0.00 | 2,291 | 11.06 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 127,552 | 0.38 | 8,355 | 11.48 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 3,280 | 215 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 41 | 2.50 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 499 | -1.96 | 0 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 127,112 | -0.57 | 8,326 | 10.43 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 16,820 | 1,102 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 308 | 0.33 | 20 | 11.11 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 18,335 | -16.12 | 1,201 | -6.90 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3,800 | 4.54 | 224 | 11,100.00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,677 | 372 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5,758 | 0.00 | 377 | 11.21 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 7,928 | 519 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 16,539 | 0.00 | 1,083 | 11.08 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 5,951 | 0.00 | 390 | 11.14 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 182,548 | -2.72 | 11,957 | 8.03 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 6,350 | -37.75 | 416 | -30.95 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 15,634 | 1.65 | 1,027 | 17.26 | ||||
| 2025-08-11 | 13F | Anb Bank | 10,467 | 1.61 | 686 | 12.85 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 8,043 | 0.00 | 527 | 10.97 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2,956 | 0.96 | 194 | 12.21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,864 | 0.99 | 188 | 11.98 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 68 | -8.11 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 91,378 | -2.51 | 6 | 0.00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4,097 | 0.00 | 268 | 11.20 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 15,866 | -0.94 | 1,039 | 10.06 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,661 | 51.83 | 109 | 68.75 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2,159 | -0.42 | 141 | 15.57 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 230 | 0.00 | 15 | 25.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 163 | 0.00 | 11 | 11.11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 193 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,651 | 78.39 | 1 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 214,922 | -0.84 | 14,048 | 9.90 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4,357 | -3.61 | 285 | 10.89 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 29,295 | -5.89 | 1,919 | 2.62 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 2,026 | 0.35 | 133 | 10.92 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 4,300 | 0.00 | 282 | 11.07 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3,352 | 220 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 822 | 54 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10,950 | 9.50 | 1 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1,590 | 0.00 | 104 | 14.29 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2,717 | -0.59 | 178 | 9.94 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9,823 | -0.43 | 643 | 10.67 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,047 | 0.00 | 69 | 6.25 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5,190 | 0.00 | 340 | 10.78 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 70,807 | 34.83 | 4,638 | 49.73 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 35,753 | 0.81 | 2,342 | 11.96 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4,535 | 10.96 | 297 | 23.24 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 150,935 | 25.38 | 9,886 | 39.24 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 81,185 | -2.47 | 5,318 | 8.31 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4,873 | 170.57 | 319 | 200.94 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 6,629 | -17.99 | 434 | -8.82 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 7,081 | 0.00 | 464 | 11.03 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5,969 | -25.78 | 391 | -17.72 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3,352 | 220 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 81,715 | 1.19 | 5,352 | 12.39 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 2,791 | -20.55 | 183 | -12.08 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 112,664 | 0.14 | 7,379 | 11.21 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 5,406 | 0.73 | 354 | 7.93 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 30,136 | -81.96 | 1,974 | -79.97 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 1,284 | 0.00 | 84 | 12.00 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8,827 | 0.98 | 578 | 12.23 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 28,227 | -2.47 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 350 | 0.00 | 23 | 10.00 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 39,331 | 8.75 | 2,576 | 24.38 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 17,941 | -0.33 | 1,175 | 10.74 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 3,113 | 2.20 | 204 | 13.41 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 17,174 | 1,125 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 10,322 | 0.00 | 676 | 11.18 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 32,606 | -1.42 | 2,136 | 9.49 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11,973 | 73.20 | 784 | 92.63 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 91,966 | 6,024 | ||||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 3,668 | 240 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 4,683 | 34.57 | 307 | 49.27 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 21,551 | 8.63 | 1,412 | 20.60 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 151 | 10 | ||||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21,093 | 0.00 | 1,382 | 11.01 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 139,283 | -0.75 | 9,123 | 10.22 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5,222 | 7.01 | 342 | 19.16 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 209 | 40.27 | 14 | 62.50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,877 | 2.79 | 123 | 14.02 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 16,239 | -2.03 | 958 | 1.92 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 81,304 | 1.13 | 5,325 | 12.32 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 11,790 | -20.57 | 772 | -11.77 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3,375 | -3.10 | 221 | 7.80 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 6,188 | 0.08 | 405 | 11.26 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 43,609 | 334.05 | 2,856 | 382.43 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 9,914 | -4.20 | 649 | 6.39 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3,638 | -1.91 | 238 | 9.17 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 4,322 | -6.19 | 283 | 4.43 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 19,108 | 0.00 | 1,252 | 11.10 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 9,070 | 15.23 | 1 | |||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 6,271 | -0.48 | 411 | 10.51 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 8,397 | 1 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3,234 | 206 | ||||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11,092 | 0.00 | 727 | 11.01 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 10,987 | 7.80 | 730 | 21.30 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 5,948 | 390 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 301,167 | 2.59 | 19,513 | 6.76 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5,472 | 0.00 | 323 | 3.87 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 54,139 | -7.36 | 3,546 | 2.90 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 12,710 | 0.00 | 833 | 11.08 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,793 | -1.79 | 183 | 8.98 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,497 | 954.23 | 98 | 1,125.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 73,791 | -1.84 | 4,833 | 9.02 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 12,541 | 0.99 | 821 | 5.94 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 11,706 | 0.61 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 17,356 | -3.90 | 1,137 | 6.67 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 3,437 | 0.00 | 225 | 11.39 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,366 | 16.77 | 286 | 29.55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 142,037 | -8.20 | 9,303 | 1.95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 555,459 | 4.93 | 36,383 | 16.53 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5,688 | 8.28 | 373 | 20.39 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102,660 | 152.34 | 6,724 | 180.28 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15,862 | -5.13 | 1,038 | 5.17 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7,726 | -1.88 | 506 | 9.05 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 23,692 | 4.45 | 1,552 | 16.01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8,019 | -15.62 | 525 | -6.25 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19,427 | -35.97 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,504 | 0.00 | 99 | 11.36 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 950 | 0.21 | 62 | 12.73 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 18,204 | 1.89 | 1,074 | 5.92 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 65 | 0.00 | 4 | 33.33 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2,162 | -52.40 | 128 | -51.15 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6,315 | 0.00 | 414 | 11.02 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 20,420 | 0.00 | 1,338 | 11.05 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 92,933 | -8.41 | 6,036 | 5.95 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17,079 | -14.64 | 1,119 | -5.25 | ||||
| 2025-04-22 | 13F | MBE Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,283 | 3.79 | 4,931 | 15.26 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6,835 | 4.91 | 448 | 16.41 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 4,550 | 2.25 | 298 | 13.74 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 161 | 11 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,482 | 22.41 | 818 | 35.26 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 110 | 0.00 | 7 | 16.67 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 213 | 0.95 | 14 | 8.33 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 5,151 | 0.00 | 337 | 11.22 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 867 | 0.00 | 57 | 9.80 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7,719 | 506 | ||||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 4,354 | 0.00 | 285 | 11.33 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12,775 | -2.48 | 837 | 8.29 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 86,334 | 0.12 | 5,655 | 11.19 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 11,996 | -1.15 | 786 | 9.79 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 3,700 | -7.50 | 242 | 2.98 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 644 | 0.00 | 42 | 13.51 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17,630 | 52.35 | 1,155 | 69.21 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 20 | 5.26 | 1 | 0.00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 118,257 | 1.32 | 7,746 | 12.52 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7,756 | -13.49 | 508 | -3.79 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,921 | 0.00 | 584 | 11.03 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 105,749 | -1.02 | 6,927 | 9.92 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 6,325 | 0.00 | 373 | 4.19 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 12,485 | 0.00 | 818 | 11.01 | ||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 3,098 | 0 | ||||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 3,744 | -4.12 | 245 | 6.52 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 4,612 | 0.00 | 302 | 11.44 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 31,308 | 4.21 | 2,051 | 15.75 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6,769 | 7.98 | 443 | 20.05 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 100,429 | 0.50 | 7 | 20.00 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 3,244 | -7.92 | 213 | 2.42 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 10,237 | -1.41 | 671 | 9.48 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 900 | 78.93 | 59 | 100.00 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 72,073 | 23.29 | 4,721 | 36.93 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 158,314 | -2.40 | 10,370 | 8.38 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1,419 | -0.49 | 93 | 9.52 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 6,424 | -4.89 | 421 | 5.53 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 1,430 | -10.06 | 94 | 0.00 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 7,584 | -0.01 | 497 | 10.96 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 6,305 | 59.38 | 413 | 76.82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,423 | 0.26 | 224 | 11.44 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7,050 | 462 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 82,556 | -9.55 | 5,407 | 0.45 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,564 | 18.36 | 364 | 31.41 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,224 | 14.86 | 408 | 27.19 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 3,331 | -32.91 | 218 | -25.34 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 234,285 | 1.39 | 15 | 15.38 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 10,700 | 0.00 | 701 | 10.94 | ||||
| 2025-07-21 | 13F | 25 Llc | 4,077 | 267 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,506,060 | 273.55 | 98,647 | 314.85 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 35,191 | -0.31 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 11,545 | 5.25 | 756 | 21.74 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 641 | 42 | ||||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 262,144 | 11.14 | 17,170 | 23.42 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 20,227 | -23.82 | 1,325 | -15.40 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7,640 | -1.98 | 500 | 8.93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 539 | 0.75 | 35 | 12.90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43,486 | -11.57 | 2,865 | -1.24 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 302,740 | 32.54 | 19,829 | 47.20 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 190,339 | 1.34 | 12,467 | 12.54 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5,136 | 0.00 | 336 | 11.26 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 903 | 11.34 | 59 | 25.53 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1,719 | 1.06 | 113 | 12.00 | ||||
| 2025-07-23 | 13F | Optas, LLC | 14,189 | 0.00 | 929 | 11.12 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 47,413 | -3.83 | 3,106 | 6.81 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 78,660 | -0.51 | 5,144 | 10.32 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16,432 | 1,076 | ||||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 4,160 | 6.39 | 272 | 18.26 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 8,157 | 114.66 | 534 | 138.39 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5,055 | 5.60 | 331 | 17.38 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7,111 | 0.00 | 466 | 10.98 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16,899 | 2.00 | 1,107 | 13.20 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 30,136 | -26.49 | 1,974 | -18.37 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 161,553 | 0.42 | 10,582 | 11.52 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 466 | -79.54 | 31 | -77.61 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 54,022 | 38.29 | 3,538 | 53.63 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 22,824 | 0.25 | 1,495 | 11.33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10,107 | 1,210.89 | 662 | 1,371.11 | ||||
| 2025-05-16 | 13F | Stance Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,718 | 0.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 15,029 | 13.00 | 984 | 30.50 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 18,531 | 0.00 | 1,214 | 11.08 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3,804 | 3.29 | 249 | 14.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 51,914 | -30.70 | 3 | -25.00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 3,392 | -15.96 | 222 | -2.63 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1,499 | 0.00 | 98 | 11.36 | ||||
| 2025-05-13 | 13F | Dundas Partners LLP | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 94,441 | 5.43 | 6,186 | 17.07 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 444 | 0.00 | 29 | 11.54 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 37,124 | -6.00 | 2,432 | 4.38 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 3,661 | 9.45 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4,589 | -18.95 | 301 | -9.91 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5,513 | 0.07 | 361 | 10.74 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 9,200 | 603 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,410 | 0.00 | 420 | 10.85 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 10,885 | -1.07 | 713 | 9.88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 38,907 | 9.55 | 2,548 | 21.68 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 15,200 | 9.36 | 996 | 21.49 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 52,301 | -0.02 | 3,414 | 10.16 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 40,663 | 26.15 | 2,663 | 40.08 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7,038 | 0.59 | 461 | 11.65 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 11,265 | 0.36 | 1 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 2,659 | 0.04 | 174 | 11.54 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 621 | 0.32 | 41 | 11.11 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 243,425 | 0.73 | 15,944 | 11.87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 382 | 0.26 | 25 | 19.05 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 59,155 | -6.45 | 3,875 | 3.89 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 260,500 | 20.31 | 17,063 | 33.61 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 9,926 | 14.92 | 585 | 19.63 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 496 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4,795 | 18.89 | 314 | 32.49 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4,266 | -1.02 | 279 | 9.84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 81,913 | -1.87 | 5,365 | 8.98 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 24,581 | -4.02 | 1,610 | 6.62 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,628 | 78.89 | 434 | 99.08 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 26,110 | 1,710 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 8,937 | 585 | ||||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 739 | 46.63 | 48 | 65.52 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 5,262 | 0.00 | 345 | 24.10 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 14,800 | -8.36 | 969 | 1.79 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 1,655 | 0.00 | 108 | 11.34 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 85,016 | -12.10 | 5,569 | -2.38 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6,317 | 414 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 17,585 | 0.01 | 1,152 | 10.99 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 72,330 | 4,738 | ||||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 13,643 | 42.63 | 894 | 58.33 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 261,155 | -6.22 | 17,106 | 4.15 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 6,565 | 0.00 | 387 | 0.00 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 32,301 | 0.09 | 2,116 | 11.14 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 148,797 | 5.19 | 9,746 | 16.83 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 816,012 | 32.18 | 53,518 | 46.98 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 73,695 | 9.66 | 4,827 | 21.80 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 148,434 | -0.56 | 9,722 | 10.44 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 600 | 0.00 | 39 | 5.41 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 35,941 | 0.98 | 2,354 | 12.15 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 9,335 | -11.98 | 611 | -2.24 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 6,250 | -2.54 | 409 | 8.20 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 167,839 | -32.72 | 11 | -28.57 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 80,170 | -4.72 | 5,194 | 4.68 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 19,192 | 0.00 | 1,257 | 11.14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3,624,957 | 2.22 | 237,435 | 13.52 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 26,453 | -6.96 | 1,560 | -3.23 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 78 | 0.00 | 5 | 25.00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 57,700 | -7.46 | 3,779 | 2.77 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,040 | 68 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4,090 | 0.00 | 268 | 10.79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70,549 | 4,621 | ||||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 3,710 | 0.22 | 243 | 11.47 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3,604 | 0.00 | 236 | 11.32 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 4,153 | -2.72 | 0 | |||||
| 2025-07-25 | 13F | Libra Wealth Llc | 20,261 | -11.65 | 1,327 | -1.85 | ||||
| 2025-05-12 | 13F | Financial Engines Advisors L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 4,046 | -14.82 | 265 | -5.36 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 14,153 | 191.57 | 927 | 224.13 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48,943 | -0.49 | 3,206 | 10.52 | ||||
| 2025-05-09 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 140 | 0.00 | 9 | 12.50 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 10,476 | -25.93 | 686 | -17.75 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 49,030 | -1.82 | 3,211 | 9.03 | ||||
| 2025-08-14 | 13F | UBS Group AG | 239,397 | -7.03 | 15,681 | 3.25 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4,292 | 2.41 | 281 | 13.77 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5,072 | 332 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26,661 | -7.05 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 23,085 | 0.00 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8,562 | -2.45 | 561 | 8.32 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 13,005 | 0.00 | 852 | 10.95 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,316,871 | 0.33 | 86,255 | 11.42 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16,264 | 26.92 | 1,065 | 41.06 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 606 | 5.76 | 40 | 18.18 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 3,700 | 242 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 14,475 | -0.65 | 948 | 10.36 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 105 | 7 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3,805 | 0.00 | 249 | 11.16 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 17 | 1 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 41,571 | 18.93 | 2,723 | 32.07 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 7,625 | 0.00 | 499 | 11.14 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 9,633 | -1.37 | 631 | 9.38 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 18,214 | 33.49 | 1,193 | 48.38 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 22,742 | 25.49 | 1,511 | 41.39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 266,038 | -6.14 | 17,426 | 4.24 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,168 | 0.00 | 273 | 11.43 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 150 | 10 | ||||||
| 2025-07-23 | 13F | Hardy Reed LLC | 20,182 | 3.89 | 1,322 | 15.37 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 15,937 | 12.15 | 1,044 | 24.46 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 7,077 | -4.97 | 464 | 5.47 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1,140 | 0.00 | 75 | 10.45 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 456,580 | 6.56 | 29,906 | 18.34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 166,471 | -0.25 | 10,904 | 10.78 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,155 | -3.30 | 338 | 7.32 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 5,992 | -3.37 | 392 | 7.40 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 7,138 | 0 | ||||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 390 | 0.00 | 26 | 13.64 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 271,542 | 0.49 | 17,786 | 11.60 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 334 | 0.00 | 22 | 10.53 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 635 | 42 | ||||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 4,259 | 0.97 | 279 | 12.10 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 361 | 0.00 | 24 | 9.52 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 6,006 | 6.49 | 393 | 18.37 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 25,060 | -2.97 | 1,641 | 7.75 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 17,875 | -4.17 | 1,171 | 6.36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,280 | -19.65 | 280 | -10.83 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 7,139 | -5.90 | 468 | 4.47 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 3,951 | -4.93 | 263 | 7.35 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 11,604 | 0.98 | 760 | 12.26 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 3,509 | 230 |
Other Listings
| MX:VSGX |
