Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF termasuk Exchange Traded Concepts, Llc, Marks Wealth, LLC, Gibbs Wealth Management, Ensign Peak Advisors, Inc, Ciovacco Capital Management LLC, Collier Financial, Sage Advisory Services, Ltd.Co., CBM Financial, LLC, Kingstone Capital Partners Texas, LLC, MBL Wealth, LLC, Pinnacle Wealth Management, LLC, Fountainhead AM, LLC, Diversified Trust Co, Scott Marsh Financial, LLC, Cerro Pacific Wealth Advisors LLC, Hutchinson Financial Advisors, INC, rebel Financial LLC, Victory Financial Group, Llc, Significant Wealth Partners LLC, dan Sentinus, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Burney Co/ | 60,507 | 29.48 | 5,768 | 53.58 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3,342 | 21.39 | 319 | 43.89 | ||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 224,036 | 21,355 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 523 | 9.87 | 50 | 28.95 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 83 | 8 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 133,280 | 8 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,027 | 65.65 | 97 | 95.92 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5,860 | 27.45 | 563 | 56.55 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 345,794 | 22.26 | 33 | 45.45 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 | 172,591 | 24.17 | 14,152 | 12.88 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 982 | 2.72 | 94 | 22.37 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17,394 | 10.25 | 1,658 | 30.76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47,680 | 1.72 | 4,545 | 20.63 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 989,939 | 5.10 | 94,361 | 24.65 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 244,412 | 2.37 | 23,297 | 21.41 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 671,985 | 1.61 | 64,054 | 20.51 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 5,242 | 500 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 851,088 | 9,486.48 | 81,126 | 11,277.98 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 3,099 | 295 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 22,961 | 62.74 | 1,904 | 110.98 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 90 | 34.33 | 9 | 60.00 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 15,234 | 0.14 | 1,452 | 18.82 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 13,137 | 2.79 | 1,252 | 21.91 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 73,437 | 6.62 | 7,000 | 26.47 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 2,993 | 285 | ||||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 82,477 | 2.97 | 7,862 | 22.12 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 46,787 | 66.42 | 4,435 | 92.36 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 108,452 | 110.72 | 10,280 | 149.33 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 2,810 | 268 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 224,198 | 7.49 | 21,371 | 27.48 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 127,207 | 4.41 | 12,125 | 36.64 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 3,750 | 357 | ||||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 31,686 | 3,020 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1,332 | 0.15 | 127 | 19.81 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 14,427 | 9.69 | 1,375 | 30.09 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 11,722 | 8.08 | 1,117 | 28.24 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 913 | 87 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15,847 | 8.02 | 1,511 | 28.07 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 35,596 | 51.80 | 3,393 | 80.10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 608,977 | 7.62 | 58,048 | 27.63 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 130,922 | 2.50 | 12,479 | 24.85 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7,675 | 732 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 33,210 | 0.07 | 3,166 | 18.67 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 44,044 | 295.47 | 4,198 | 369.05 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 2,810 | 268 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7,587 | 2,679.12 | 723 | 3,342.86 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 1,273 | 10.41 | 121 | 31.52 | ||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 89,600 | 126.84 | 8,541 | 169.06 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 328,557 | 1.92 | 31,318 | 20.88 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 124,173 | 3.10 | 11,770 | 21.59 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 53,789 | 13.60 | 5,127 | 34.74 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 143,327 | 1.16 | 13,662 | 19.97 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 3,661 | 6.49 | 349 | 26.09 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 6,861 | 0.01 | 654 | 17.84 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 6,119 | 583 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 19,719 | 16.56 | 1,880 | 38.26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 125,512 | 1.81 | 11,964 | 20.75 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 9,179 | 4.77 | 738 | -4.29 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 3,520 | 336 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 64,049 | 13.45 | 6,071 | 34.23 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 112,016 | 10.77 | 10,677 | 31.38 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2,579 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 28,161 | 3 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8,592 | 25.61 | 819 | 49.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,021 | 2.64 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 120,044 | 2.10 | 11,443 | 21.09 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 22,565 | 6.11 | 2,151 | 25.80 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 15,665 | 15.75 | 1,493 | 37.35 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 6,775 | 34.45 | 646 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 301 | 24 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 716,008 | 3.85 | 68,250 | 23.16 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 5,685 | 16.31 | 542 | 38.01 | ||||
| 2025-08-01 | 13F | First National Trust Co | 1,202,302 | 13.16 | 114,603 | 34.21 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 1,086,545 | 92.35 | 103,569 | 128.13 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 705 | 0.14 | 67 | 19.64 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 3,365 | 321 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 109,489 | 11.66 | 10,436 | 35.94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,480,695 | 16.04 | 236,325 | 37.53 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,632 | 2,575.41 | 156 | 3,000.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 32,778 | 3 | ||||||
| 2025-08-01 | 13F | Jericho Financial, Llp | 19,174 | 0.66 | 1,828 | 19.41 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 69,265 | 16.92 | 6,602 | 38.67 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 68,250 | 113.53 | 6,506 | 153.31 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 24,143 | 16.63 | 2,390 | 43.72 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3,460 | 0.12 | 330 | 18.77 | ||||
| 2025-08-14 | 13F | Betterment LLC | 45,690 | 29.82 | 4 | 100.00 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 5,907 | 26.16 | 563 | 49.73 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,637 | 501.72 | 633 | 618.18 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 80,480 | 13.36 | 7,671 | 34.46 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7,155 | 32.13 | 687 | 64.35 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 58 | 6 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 112,156 | 9.29 | 10,691 | 29.62 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 202,481 | 1.49 | 19,300 | 20.37 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 82,544 | 0.50 | 6,634 | -8.10 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 3,697 | 0.03 | 352 | 18.52 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 23,218 | 3.01 | 2,213 | 22.20 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72,418 | 28.19 | 6,903 | 50.96 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 371,030 | 5.35 | 35,367 | 24.94 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 157,049 | 0.18 | 14,970 | 18.81 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 84,565 | 15.22 | 8,061 | 36.66 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 2,741 | 0.04 | 261 | 18.64 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4,304 | 10.30 | 410 | 30.99 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 44,783 | 0.88 | 4,269 | 19.65 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 251,650 | 4.15 | 24,706 | 27.75 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 277,740 | 1,018.12 | 26,474 | 1,230.35 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 208,969 | 0.21 | 19,919 | 18.85 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 20,915 | 633.60 | 1,994 | 770.31 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 87,383 | 24.99 | 8,329 | 48.26 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 1,815 | 173 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 13,722 | 0.18 | 1,308 | 18.91 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 42,591 | 20.93 | 4,060 | 43.43 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,642,681 | 3.64 | 537,860 | 22.92 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,227,943 | 77.64 | 974,928 | 110.68 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 2,396 | 228 | ||||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 2,120 | 57.62 | 202 | 87.04 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 6,072 | 0.03 | 579 | 18.69 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 25,263 | 4.43 | 2,408 | 23.87 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 319,743 | 15.02 | 30,478 | 36.41 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,558 | 77.88 | 720 | 111.14 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 201,456 | 5.93 | 19,203 | 25.63 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,426 | 8.44 | 708 | 28.55 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33,881 | 23.33 | 3,230 | 46.31 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 111,007 | 1.87 | 9,956 | 4.32 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 53,616 | 107.70 | 5,111 | 146.38 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 21,061 | 2,007 | ||||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 4,212 | 2.13 | 401 | 21.15 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 110,591 | 2.07 | 10,542 | 21.05 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,116 | 7.93 | 297 | 28.02 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 471,980 | 0.97 | 44,989 | 19.75 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 81,206 | 2.00 | 7,741 | 20.98 | ||||
| 2025-08-12 | 13F | Camden National Bank | 19,018 | 14.29 | 1,813 | 35.53 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 12,312 | 36,111.76 | 1,174 | 58,550.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 34,600 | 11.61 | 3,298 | 32.40 | |||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 7,353 | 48.46 | 701 | 75.88 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 32,583 | 6.37 | 3,106 | 26.17 | ||||
| 2025-08-05 | 13F | Rockline Wealth Management, LLC | 5,209 | 1.22 | 497 | 20.10 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 40 | 100.00 | 4 | 200.00 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 2,776 | 265 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 234,981 | 33.26 | 22,398 | 58.04 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 87,060 | 8 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 82,939 | 25.54 | 7,906 | 48.90 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11,108 | 31.04 | 1,059 | 55.36 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 174 | 866.67 | 17 | 1,500.00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 39,105 | 1.85 | 3,728 | 20.81 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 4,307 | 4.82 | 411 | 24.24 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 3,395 | 324 | ||||||
| 2025-08-08 | 13F | Creative Planning | 735,165 | 0.63 | 70,076 | 19.35 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 322,803 | 12.41 | 30,770 | 33.32 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 145,979 | 56.27 | 13,915 | 85.35 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1,188,453 | 6.22 | 113,283 | 25.98 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7,733 | 20.49 | 763 | 47.96 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26,027 | 38.35 | 2,481 | 64.57 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3,711 | 47.09 | 354 | 74.75 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,574 | 150 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 41,795 | 1.09 | 3,984 | 17.49 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 17,207 | 2.83 | 1,640 | 22.02 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 118,188 | 3.01 | 11,740 | 130,333.33 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 2,134 | 203 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22,991 | 67.51 | 2,192 | 98.64 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 12,277 | 117.33 | 987 | 118.14 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 41,615 | 6.58 | 3,967 | 26.43 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 733,854 | 3.62 | 69,951 | 22.89 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2,103 | 200 | ||||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 351,980 | 4.16 | 33,551 | 23.54 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 6,519 | 20.12 | 621 | 42.43 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 26,700 | 35.53 | 2,545 | 60.77 | |||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 41,709 | 2.39 | 3,976 | 21.45 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 374 | 0.81 | 36 | 20.69 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 89,341 | 14.61 | 8,516 | 35.93 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,246 | 0.16 | 119 | 19.19 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 87,445 | 2.59 | 8,335 | 21.68 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2,221 | 212 | ||||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 99,762 | 21.86 | 9,509 | 44.54 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 264,533 | 19.67 | 26,530 | 46.38 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 361,339 | 10.09 | 34,443 | 30.57 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 73,332 | 14.31 | 6,990 | 35.60 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 705 | 4.14 | 67 | 24.07 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 86,104 | 437.51 | 8,207 | 537.68 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 48,480 | 1.56 | 4,621 | 20.46 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 7,467 | 0.20 | 712 | 18.90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 156,994 | 238.24 | 14,965 | 301.18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 80,300 | 8.08 | 7,654 | 28.19 | |||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4,871 | 29.96 | 464 | 54.15 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 86,541 | 20.64 | 8,249 | 43.09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,322,890 | 35.23 | 126,098 | 60.39 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3,007 | 81.69 | 287 | 115.04 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 23,409 | 3.12 | 2,232 | 22.37 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 552,140 | 1.56 | 52,630 | 20.45 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 334,266 | 0.30 | 32 | 19.23 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,557 | 244 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 88,400 | 8,426 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3,557,911 | 6.02 | 339,140 | 25.74 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 456 | 338.46 | 43 | 437.50 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 22,966 | 1.67 | 2,189 | 20.61 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 40,928 | 7.18 | 3,901 | 27.11 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 50,171 | 5 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,315,195 | 4.89 | 220,684 | 24.40 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 399 | 1,562.50 | 38 | 3,600.00 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 3,218 | 309 | ||||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 49,410 | 11.36 | 4,710 | 32.09 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 380 | 36 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 48,934 | 3.74 | 4,664 | 23.06 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 83,405 | 197.46 | 7,950 | 252.86 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 50,265 | 24.22 | 4,791 | 47.32 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 6,502 | 58.55 | 520 | 44.44 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 2,731 | 0.96 | 260 | 19.82 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,868 | 5.58 | 559 | 25.34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 414,289 | 136.34 | 39,272 | 179.61 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 48,630 | 116.45 | 4,635 | 156.79 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1,959 | 4.93 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,980 | 189 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 107,255 | 1.11 | 10 | 25.00 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2,991 | 0.84 | 285 | 19.75 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7,096 | 21.65 | 676 | 44.44 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 120,766 | 2.30 | 11,511 | 21.33 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 24,316 | 29.49 | 2,318 | 53.55 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1,651 | 157 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 3,335 | 5.60 | 329 | 30.04 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 38,945 | 81.78 | 3,712 | 115.69 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 2,157 | 206 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 536,744 | 0.67 | 51,163 | 19.39 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 22,890 | 59.63 | 2,182 | 89.32 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 6,239 | 28.32 | 618 | 55.81 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,305 | 20.55 | 1,078 | 43.03 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 37,776 | 4.62 | 3,601 | 24.05 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 151,573 | 25.25 | 14,448 | 48.54 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 43,245 | 36.18 | 4,122 | 61.52 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10,566 | 8.69 | 1,007 | 28.94 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 576,325 | 7.09 | 57,800 | 31.00 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 44,134 | 36.55 | 4,207 | 61.96 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 9,811 | 935 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 41,867 | 1.14 | 3,991 | 19.96 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 124,160 | 93.85 | 11,835 | 129.92 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 20,731 | 690,933.33 | 1,976 | |||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 208 | 20 | ||||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 2,879 | 0.35 | 274 | 19.13 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 31,788 | 0.31 | 3,030 | 19.01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 193,132 | 7.90 | 18,409 | 27.97 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 99,853 | 2.60 | 9,518 | 19.27 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 201,395 | 0.96 | 19,197 | 19.74 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 2,346 | 224 | ||||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 275,488 | 3.62 | 26,260 | 22.90 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 28,974 | 1.13 | 2,762 | 19.94 | ||||
| 2025-08-07 | 13F | PFG Advisors | 65,525 | 343.07 | 6,246 | 425.67 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 3,592 | 0.14 | 339 | 17.36 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 3,744 | 0 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7,464 | 0.89 | 711 | 19.70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,215,054 | 7.21 | 783,059 | 27.15 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 17,969 | 1.55 | 1,713 | 20.39 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1,354,081 | 5.83 | 129,071 | 25.51 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3,383 | 323 | ||||||
| 2025-05-28 | NP | MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | Short | -10 | -1 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,245 | 119 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3,436 | 1.48 | 327 | 20.22 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 192,880 | 2,642.89 | 18,385 | 3,153.98 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 5,508 | 1.23 | 443 | -7.53 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 818,956 | 0.23 | 78,063 | 18.87 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 132,820 | 3.85 | 12,660 | 23.18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 139,279 | 26.41 | 13,276 | 49.94 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 12,610 | 8.73 | 1,202 | 28.97 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 36,258 | 0.88 | 3,456 | 19.67 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2,220 | 212 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 80,757 | 1.69 | 7,698 | 20.60 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 11,391 | 11.16 | 1,086 | 31.83 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 14,201 | 13.64 | 1,354 | 34.76 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 104,714 | 18.36 | 9,981 | 40.38 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 151,763 | 28.94 | 14,466 | 52.93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 77,056 | 10.00 | 7,345 | 30.44 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 159,329 | 3.94 | 15,187 | 23.28 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 424,818 | 3.58 | 40,494 | 22.85 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3,925 | 13.93 | 374 | 35.51 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 60,250 | 12.88 | 5,743 | 33.90 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 2,672 | 0.45 | 255 | 19.25 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 10,540 | 9.00 | 1,057 | 25.24 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 27 | 3 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 71 | 7 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8,733 | 33.63 | 832 | 58.48 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 48,584 | 0.46 | 4,631 | 19.17 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 17,829 | 10.99 | 1,699 | 31.71 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 106,436 | 60.21 | 10,145 | 90.02 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 4,432 | 0.02 | 422 | 18.54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,825,697 | 3.02 | 364,665 | 22.18 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 18,672 | 1,780 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 12,296 | 313.87 | 1,172 | 392.44 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 4,264 | 16.85 | 406 | 38.57 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 2,210 | 0 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 251,172 | 23,942 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 212,144 | 3.52 | 20,222 | 22.78 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2,739 | 258 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 30,783 | 23.54 | 2,934 | 46.55 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3,327 | 26.41 | 317 | 50.24 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 71,260 | 837.14 | 6,793 | 1,011.62 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 101,413 | 2.02 | 9,667 | 20.99 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 5,638 | 34.72 | 537 | 59.82 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 879 | 18.62 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 13,992 | 1,334 | ||||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 16,235 | 0.08 | 1,548 | 19.35 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1,085,277 | 10,781.06 | 103,449 | 12,814.86 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 3,040 | 2.88 | 290 | 21.94 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 179,826 | 0.49 | 17,141 | 19.18 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 157,950 | 13.12 | 15,056 | 22.67 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,263 | 0.32 | 120 | 18.81 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 3,237 | 0.06 | 309 | 18.92 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6,948 | 662 | ||||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3,024 | 288 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 53,090 | 64.39 | 5,061 | 94.99 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 60,814 | 17.91 | 5,797 | 39.83 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 855,779 | 9,685.92 | 9 | -98.86 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 2,409 | 230 | ||||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 640,595 | 2.52 | 61,062 | 21.59 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,702,340 | 21.23 | 257,587 | 43.79 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2,582 | 246 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 152,537 | 2.93 | 15 | 27.27 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 22,832 | 4.00 | 2,176 | 23.36 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 51,862 | 2.87 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 4,573 | 3.37 | 436 | 22.54 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2,366 | 233 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 138 | 13 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 63,860 | 8.30 | 6,087 | 28.44 | ||||
| 2025-04-15 | 13F | Collier Financial | 221,450 | 17,798 | ||||||
| 2025-08-14 | 13F | DRW Securities, LLC | 3,210 | 306 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3,558 | 336 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3,709 | 40.44 | 0 | |||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 29,409 | 31.11 | 2,803 | 55.49 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 43,964 | 2.51 | 4,191 | 21.59 | ||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 40,000 | 3,813 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,008 | 287 | ||||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 7,724 | 0.88 | 736 | 19.67 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 37,958 | 3,618 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 2,197 | 209 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 2,902 | 2.80 | 277 | 22.12 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 126,183 | 29.79 | 12,028 | 53.94 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8,371 | 9.83 | 798 | 30.23 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 14,345 | 1,367 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 173,478 | 1.58 | 16,536 | 20.47 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 2,571 | 245 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 50,577 | 4.00 | 4,821 | 23.34 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 43,562 | 2.65 | 4,152 | 17.09 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 86,949 | 1.67 | 8,288 | 20.57 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 5,140 | 25.61 | 490 | 49.09 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 27,164 | 2,589 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,383 | 0.39 | 322 | 19.26 | ||||
| 2025-07-17 | 13F | Hamilton Capital Partners, Llc | 55,214 | 1.46 | 5,263 | 20.35 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 325,460 | 7.01 | 31,023 | 26.91 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9,165 | 11.06 | 874 | 31.67 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 14,311 | 1,364 | ||||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 43,585 | 21.47 | 4,155 | 44.09 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 3,220 | 8.42 | 304 | 21.69 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 117,151 | 2.25 | 11,167 | 21.26 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 375,373 | 3.27 | 35,781 | 22.48 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1,535,363 | 3.77 | 148,562 | 30.60 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11,348,851 | 1.17 | 1,081,773 | 20.00 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 394,092 | 4.93 | 37,565 | 24.45 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 24,046 | 16.19 | 2,292 | 37.82 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 26,303 | 10.18 | 2,507 | 30.71 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 41,549 | 3.03 | 3,339 | -5.78 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 14,215 | 4.99 | 1,355 | 24.45 | ||||
| 2025-08-14 | 13F | Comerica Bank | 60,998 | 7.71 | 5,814 | 27.75 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3,522,818 | 4.94 | 335,795 | 24.46 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 158,500 | 6.88 | 12,739 | -4.77 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 673,214 | 5.84 | 64,171 | 25.52 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2,059,594 | 662.06 | 196,320 | 803.83 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 5,773 | 0.56 | 569 | 23.21 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 153,677 | 20.64 | 14,602 | 42.63 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2,150 | 205 | ||||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 8,275 | 0.12 | 789 | 18.67 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 36,841 | 0.79 | 3,512 | 19.54 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 161,099 | 0.33 | 15,356 | 18.99 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 3,895,752 | 5.49 | 371,343 | 25.11 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 28 | 3 | ||||||
| 2025-08-12 | 13F | Ensign Peak Advisors, Inc | 228,550 | 21,785 | ||||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 302,359 | 0.65 | 28,821 | 19.38 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 33,931 | 18.07 | 3,234 | 40.06 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 11,895 | 1.79 | 1,134 | 10.32 | ||||
| 2025-07-23 | 13F | Optas, LLC | 197,613 | 0.64 | 18,837 | 19.35 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 40,899 | 23.44 | 3,899 | 46.43 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 2,970 | 6.53 | 283 | 26.34 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 8,045 | 12.22 | 767 | 32.99 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2,200 | 210 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3,093 | 295 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 194,156 | 2.23 | 18,507 | 21.24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 115,737 | 33.06 | 11,032 | 57.83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 467,240 | 575.80 | 44,537 | 701.60 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 365,662 | 9.68 | 34,855 | 30.08 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 312 | 30 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,280 | 4.01 | 217 | 23.30 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 959,536 | 5.36 | 91,463 | 24.96 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 11,054 | 1,054 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 78,441 | 0.76 | 7,477 | 19.52 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 130,127 | 3.12 | 12,404 | 22.31 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 15,429 | 11.78 | 1,471 | 32.55 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 203,294 | 13.29 | 19,378 | 34.36 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4,279 | 288.29 | 408 | 362.50 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3,626,169 | 0.39 | 345,646 | 19.06 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 74,537 | 2.86 | 7,105 | 22.00 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 17 | 2 | ||||||
| 2025-07-16 | 13F | FCG Investment Co | 40,145 | 1.92 | 3,827 | 20.88 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 494,335 | 9.90 | 47,120 | 30.34 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 152,311 | 2.88 | 14,518 | 22.02 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 95,956 | 2,423.83 | 9,457 | 3,000.66 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 12,091 | 1,153 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 35,441 | 88.20 | 3,378 | 123.27 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 723,607 | 5.47 | 68,974 | 23.45 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 475,148 | 7.62 | 45,291 | 27.65 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9,853,254 | 12.83 | 938,988 | 33.83 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,700 | 125.38 | 257 | 167.71 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 111,746 | 494.49 | 10,652 | 605.36 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 3,915 | 1.37 | 373 | 20.32 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,613 | 154 | ||||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 63,160 | 6,020 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 5,285 | 0.17 | 508 | 32.03 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 10,716 | 13.52 | 1,021 | 34.70 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 2,986 | 0.03 | 285 | 18.83 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7,306 | 3.66 | 696 | 22.97 | ||||
| 2025-07-31 | 13F | University Of Texas/texas Am Investment Managment Co | 107 | 10 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 943 | 0.11 | 90 | 18.67 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 118,372 | 3.43 | 11,283 | 22.68 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 284,256 | 9.59 | 27,095 | 29.98 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4,191 | 0.10 | 400 | 18.75 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,489 | 22.97 | 237 | 46.30 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 87,224 | 43.64 | 8,314 | 70.37 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 42,737 | 18.70 | 4,074 | 40.79 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 31,813 | 104.45 | 3,032 | 142.56 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 31,288 | 132.45 | 2,982 | 175.86 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2,554 | 243 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 22,183 | 18.08 | 2,114 | 40.09 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 51,988 | 0.73 | 4,955 | 19.46 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 221,879 | 82.01 | 21,149 | 115.87 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 100 | 10 | ||||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 3,229 | 7.45 | 308 | 27.39 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 309,567 | 6.86 | 29,507 | 26.74 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 292,109 | 0.14 | 27,844 | 18.76 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 186,601 | 17,787 | ||||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 2,836 | 270 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 321,211 | 11.18 | 30,618 | 31.86 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 425,227 | 40,533 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 684,400 | 161.92 | 65,237 | 210.65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23,207 | 6.95 | 2,212 | 26.91 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 82,390 | 5.21 | 6,622 | -7.05 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 317,740 | 1.45 | 30,287 | 20.32 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 13,643 | 6.66 | 1,300 | 15.76 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10,468 | 0.56 | 998 | 22.48 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 102,676 | 2.38 | 9,787 | 21.43 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 3,978 | 379 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 57,135 | 10.90 | 5,446 | 31.55 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 26,046 | 16.26 | 2,483 | 37.89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,285,569 | 1.16 | 122,539 | 19.98 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 403,939 | 0.78 | 38,503 | 19.53 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,142 | 1.78 | 300 | 20.56 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2,275 | 217 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 3,090 | 295 | ||||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 240,937 | 7.31 | 22,966 | 27.28 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 19,472 | 20.85 | 1,856 | 43.43 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 6,558 | 10.24 | 625 | 30.75 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 301 | 29 | ||||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 60,625 | 3.24 | 5,779 | 22.44 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 3,036 | 0.16 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 786,880 | 1.43 | 75,005 | 20.29 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,981 | 59.24 | 189 | 89.90 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2,577 | 1.18 | 246 | 20.10 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2,030,896 | 52.41 | 193,585 | 80.76 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 495,785 | 7.06 | 47,258 | 26.97 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 152,287 | 6.41 | 14,595 | 40.77 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 356,247 | 4.94 | 33,957 | 24.46 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3,226 | 0.06 | 307 | 18.53 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 6,925 | 16.78 | 660 | 38.66 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 130,245 | 69.35 | 12,415 | 100.84 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 525,301 | 5.50 | 50,072 | 25.12 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3,163 | 301 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 22,114 | 9.12 | 2,108 | 29.42 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 7,109 | 13.82 | 678 | 35.13 | ||||
| 2025-05-21 | 13F | CBM Financial, LLC | 140,074 | 12,531 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 97,537 | 94.95 | 9,297 | 131.21 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 12,455 | 0.81 | 1,001 | -7.83 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,552 | 146.43 | 529 | 192.27 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 76,864 | 58.30 | 7,327 | 87.75 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 2,328 | 222 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3,381,658 | 3.61 | 322,340 | 23.17 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 37,813 | 3,604 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 299,171 | 16.82 | 28,517 | 55.03 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 100,840 | 4.39 | 9,612 | 23.82 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 21,175 | 4.71 | 1,997 | 35.67 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 310 | 43.52 | 30 | 70.59 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 376,788 | 19.19 | 35,915 | 41.36 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 19,065 | 162.68 | 1,817 | 211.66 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 464,484 | 5.23 | 44,275 | 24.80 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 660 | 62 | ||||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 5,231 | 0.08 | 499 | 18.57 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 8,840 | 843 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 76 | 7 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 2,800 | 267 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 11,722 | 106.59 | 1,159 | 150.87 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 267,349 | 93.73 | 25,484 | 129.76 | ||||
| 2025-08-07 | 13F | Commerce Bank | 15,436 | 3.30 | 1,471 | 22.58 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 6,975 | 665 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 5,632,336 | 22.19 | 536,874 | 44.92 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 123,141 | 5.86 | 11,738 | 25.54 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 132,899 | 20.26 | 12,668 | 42.63 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 61,551 | 1.55 | 5,867 | 20.45 | ||||
| 2025-07-16 | 13F | Novem Group | 2,122 | 202 | ||||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 84,900 | 0.14 | 8,093 | 18.77 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 5,924 | 569 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 55,029 | 1,697.16 | 5,245 | 2,032.11 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4,169 | 39.99 | 397 | 66.11 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3,468 | 0.73 | 344 | 24.64 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 886 | 386.81 | 84 | 500.00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 6,932 | 24.12 | 661 | 47.32 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 6,517 | 33.41 | 621 | 58.42 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 39,826 | 11.20 | 3,796 | 31.90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,487,009 | 16.82 | 237,062 | 38.56 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1,301,740 | 3.00 | 124,082 | 22.16 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 29,220 | 7.79 | 2,785 | 27.87 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 33,914 | 10.91 | 3,233 | 31.54 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,659 | 35.32 | 158 | 61.22 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2,774 | 259 | ||||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 30,312 | 0.30 | 2,436 | -8.28 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,246 | 69.52 | 119 | 100.00 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 9,748 | 0.10 | 929 | 18.80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 28,274 | 13.14 | 2,768 | 32.52 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4,190 | 15.59 | 399 | 37.11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 20,334 | 302.02 | 2 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 47,481 | 3.97 | 4,525 | 23.27 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 27,665 | 34.17 | 2,637 | 59.14 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 84,115 | 14.94 | 1,165 | 11.28 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 2,898 | 0.03 | 276 | 18.97 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3,868 | 369 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2,203,650 | 1.06 | 210,052 | 19.86 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 7,461 | 711 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 2,660,996 | 20.06 | 254 | 42.13 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 31,320 | 2,985 | ||||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 591,043 | 3.02 | 56,338 | 22.19 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 47,355 | 437.76 | 4,514 | 538.33 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 272,450 | 2.01 | 25,970 | 20.99 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 2,245 | 0 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2,524 | 3.02 | 241 | 22.45 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 374,028 | 1.27 | 35,652 | 20.11 | ||||
| 2025-08-01 | 13F | Tevis Investment Management | 3,355 | 320 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 11,566 | 3.39 | 1,102 | 22.58 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 6,659 | 3.02 | 635 | 22.16 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 216,341 | 3.08 | 20,622 | 22.25 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 9,558 | 911 | ||||||
| 2025-09-03 | 13F | American Trust | 41,911 | 3,995 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 5,593 | 1.43 | 533 | 20.32 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 7,484 | 0.93 | 713 | 19.83 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 302,628 | 162.93 | 30,829 | 238.73 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,236 | -9.98 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2,239 | 213 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 2,183 | 208 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 4,262,778 | 11.05 | 406,328 | 31.71 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 545 | 137.99 | 52 | 183.33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 59,058 | 1,007.20 | 5,629 | 1,215.19 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,499,378 | 4.94 | 142,920 | 24.46 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 44,887 | 20.83 | 4,279 | 43.32 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 305,181 | 70.08 | 29 | 107.14 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 17,305 | 1.02 | 1,649 | 19.84 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 2,844 | 0.60 | 271 | 19.38 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1,836,568 | 2.41 | 175,062 | 21.47 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6,075 | 6.21 | 579 | 26.14 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5,642 | 4.97 | 538 | 24.59 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 52,163 | 115.57 | 4,972 | 155.76 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 6,742 | 643 | ||||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 17,951 | 32.36 | 1,711 | 57.12 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,717,937 | 12.22 | 259,074 | 33.09 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 197,256 | 3.22 | 18,802 | 22.42 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 20,735 | 32.32 | 1,977 | 56.95 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,035 | 0.19 | 99 | 18.07 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 19,180 | 13.88 | 1,828 | 34.61 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,578,456 | 10.77 | 150,458 | 31.38 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 5,673 | 0.05 | 541 | 18.68 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,511,508 | 64.29 | 144,077 | 94.85 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 106,359 | 6.77 | 10,138 | 26.65 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 35,210 | 150.28 | 3 | 200.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,187,721 | 7.67 | 208,533 | 27.70 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1,775 | 167 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 2,441,746 | 4.41 | 232,747 | 23.84 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 3,213 | 0.09 | 306 | 19.07 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 1,200 | 12.15 | 114 | 34.12 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 91,697 | 1.06 | 8,741 | 19.86 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 17,999 | 0.76 | 1,716 | 19.51 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 116,603 | 53.78 | 11,115 | 82.41 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 17,855 | 68.55 | 1,702 | 99.88 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 55,274 | 7.91 | 5,259 | 27.75 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 35,081 | 5.13 | 3,344 | 24.69 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36,154 | 1.44 | 3 | 50.00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 487,533 | 5.46 | 46,472 | 25.08 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 2,789 | 266 | ||||||
| 2025-07-28 | NP | RHRX - RH Tactical Rotation ETF | 40,000 | 23.19 | 3,588 | 26.13 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 343,675 | 50.47 | 32,759 | 78.46 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 14,284 | 2.12 | 1,362 | 21.09 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 92,449 | 121.68 | 8,812 | 162.97 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 71,777 | 6,842 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 42,006 | 13.79 | 4,004 | 35.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,428,865 | 17.73 | 326,839 | 39.63 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 5,332 | 3.35 | 508 | 22.71 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 155,152 | 1.86 | 15 | 16.67 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1,723,602 | 9.65 | 164,294 | 30.05 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 571,779 | 2.49 | 54,502 | 21.55 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 90,313 | 6.26 | 8,609 | 26.03 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 300 | 29 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 36 | 12.50 | 3 | 50.00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 864 | 5.88 | 82 | 26.15 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 4,910 | 468 | ||||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 28,185 | 0.01 | 2,687 | 18.64 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 83,466 | 1.04 | 7,956 | 19.82 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,049,090 | 99,999 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 85,878 | 67.60 | 8,163 | 26.15 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14,556 | 3.29 | 1,387 | 20.19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 954,990 | 1.64 | 91,030 | 20.55 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 116,665 | 57.84 | 11,121 | 87.21 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9,999 | 49.71 | 953 | 77.80 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 18,253 | 1,730 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 164,613 | 0.01 | 16 | 15.38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,524,871 | 31.77 | 240,669 | 56.29 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 571,961 | 5.63 | 54,519 | 25.28 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 8,789 | 7.99 | 838 | 27.98 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 149,058 | 5.12 | 14,208 | 24.68 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 4,380 | 418 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 3,667 | 350 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 967 | 98.56 | 92 | 135.90 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 179,503 | 3,257.08 | 17,110 | 3,888.34 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2,772 | 264 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 45,581 | 7.26 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 56,380 | 16.45 | 5,374 | 38.11 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 19,602 | 18.99 | 1,868 | 41.19 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2,021 | 8.71 | 193 | 28.86 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 61 | 6 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,000,339 | 20.59 | 95 | 43.94 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 44,623 | 0.08 | 4,253 | 18.43 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2,615 | 249 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 45,391 | 63.59 | 4,327 | 94.08 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 50,297 | 4.99 | 4,794 | 24.52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 37,858,343 | 4.96 | 3,608,657 | 24.48 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 18,192 | 0.92 | 1,734 | 19.75 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 167,331 | 8.19 | 15,950 | 28.31 |
