Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Vanguard Index Funds - Vanguard Small-Cap Value ETF termasuk Glenmede Investment Management, LP, Gladwyn Financial Advisors, Inc., San Luis Wealth Advisors LLC, Vise Technologies, Inc., Midwest Trust Co, Employees' Retirement Fund of the City of Fort Worth, RFG - Bristol Wealth Advisors, LLC, Valpey Financial Services, LLC, TT Capital Management LLC, LOM Asset Management Ltd, rebel Financial LLC, Midwestern Financial, LLC /IA, Anchor Pointe Wealth Management, LLC, Summit Wealth Group Llc / Co, Trust Co Of Toledo Na /oh/, American Financial Advisors, LLC, Marion Wealth Management, Envision Financial Planning, LLC, VisionPoint Advisory Group, LLC, dan New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,964 | 8.39 | 383 | 13.35 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,012 | 3.14 | 782 | 8.01 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 | 0 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1,071 | 209 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 7,351 | 0.46 | 1,433 | 5.14 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 50,474 | 3.65 | 9,843 | 8.51 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 31,672 | 0.53 | 6,176 | 5.25 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 5,593 | 1,091 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1,341 | 0.07 | 262 | 4.82 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 1,125 | 219 | ||||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 114,766 | 4.88 | 22,485 | 10.30 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,130 | 0.09 | 220 | 4.76 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 9,260 | 19.95 | 1,806 | 25.52 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 10,029 | 1,982 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 44,336 | 3.24 | 8,646 | 8.06 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1,568 | 306 | ||||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 1,430 | 22.33 | 279 | 28.11 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 7,184 | 54.46 | 1,401 | 61.78 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 1,030 | 201 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 16,548 | 3.83 | 3,286 | 21.71 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 2,895 | 564 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 6,765 | 12.83 | 1,260 | 6.06 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 26,008 | 5.09 | 5,072 | 10.00 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 3,462 | 7.02 | 675 | 12.13 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 34 | 7 | ||||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 1,406 | 274 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 357,106 | 0.80 | 69,639 | 5.52 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 13,360 | 1.42 | 2,605 | 6.20 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 72,475 | 6.67 | 14,133 | 11.67 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 314,540 | 1.92 | 61,625 | 7.19 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8,877 | 3.41 | 1,731 | 8.26 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 16,606 | 2.43 | 3,238 | 7.22 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 14,421 | 0.89 | 2,812 | 5.63 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 30,771 | 7.96 | 4,629 | 15.75 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 12,603 | 1.25 | 2,458 | 6.00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 24,243 | 10.29 | 4,728 | 15.46 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 67,836 | 5.27 | 13,229 | 10.19 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,523 | 297 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2,743 | 41.32 | 535 | 47.92 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 48,111 | 33.95 | 9 | 50.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,342 | 7.98 | 465 | 14.81 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 10,933 | 6.99 | 2,132 | 11.98 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8,312 | 37.48 | 1,628 | 44.58 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 6,854 | 17.65 | 1,337 | 23.13 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 5,350 | 22.68 | 1,043 | 28.45 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2,528 | 112.26 | 493 | 122.62 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46,333 | 3.35 | 9,035 | 8.19 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,032 | 0.68 | 201 | 5.79 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7,664 | 29.20 | 1,495 | 35.20 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 3,522 | 1.67 | 687 | 6.36 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 17,755 | 1.58 | 3,462 | 6.33 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 1,241 | 243 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 204 | 137.21 | 40 | 143.75 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 23,430 | 4.11 | 4,569 | 8.97 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 706 | 23,433.33 | 138 | 26.85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 48,867 | 161.45 | 9,530 | 173.74 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 77,347 | 12.04 | 15,083 | 17.29 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 128,647 | 1.35 | 25,087 | 6.09 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 402,203 | 78 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9,516 | 1.00 | 1,856 | 21.00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 8,335 | 2.48 | 1,626 | 7.26 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2,478 | 13.93 | 484 | 19.26 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 12,162 | 1.92 | 2,372 | 6.71 | ||||
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 12,839 | 2.34 | 2,636 | 5.74 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 24 | 14.29 | 5 | 33.33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11,149 | 23.15 | 2,174 | 21.18 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 73,061 | 5.47 | 14,248 | 10.41 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 794,775 | 6.59 | 154,989 | 15.65 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,154 | 1.23 | 225 | 6.13 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1,958 | 382 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 20,921 | 11.99 | 4,080 | 17.21 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 14 | 3 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 7,510 | 9.13 | 1,491 | 16.32 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 19,354 | 41.90 | 3,774 | 48.58 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 18,970 | 211.09 | 3,699 | 225.90 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1,457 | 5.05 | 284 | 10.08 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 467,411 | 8.03 | 91,150 | 13.08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12,746 | 13.65 | 2,486 | 18.96 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,948 | 0.96 | 575 | 5.71 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 32,685 | 24.47 | 6,374 | 30.30 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 84,267 | 1.21 | 16,433 | 5.94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 452,257 | 3.89 | 88,212 | 8.80 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 6,312 | 0.16 | 1,231 | 4.77 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class | 15,436 | 374.52 | 3,010 | 396.70 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 5,225 | 12.90 | 1,019 | 18.10 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1,500 | 293 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5,249 | 7.58 | 1,024 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 273,786 | 4.17 | 53,391 | 9.05 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 1,029 | 201 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 2,228 | 434 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 123 | 1.65 | 24 | 9.09 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 6,745 | 10.50 | 1,315 | 15.66 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 13,118 | 157.62 | 2,558 | 169.83 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 1,798 | 0.56 | 352 | 5.71 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 397,979 | 39.15 | 77,610 | 45.66 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 28,825 | 4.77 | 5,621 | 9.68 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 34,440 | 0.37 | 6,716 | 5.07 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 61,675 | 5.92 | 12,027 | 10.88 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 241 | 47 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10,155 | 2.00 | 1,980 | 6.80 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 68 | 3.03 | 13 | 8.33 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 14,449 | 215.14 | 2,818 | 229.86 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4,775 | 18.55 | 967 | 37.80 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,140 | 0.18 | 229 | 8.06 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 6,461 | 24.97 | 1,260 | 30.74 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 315,854 | 5.54 | 61,595 | 10.48 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,370 | 29.37 | 462 | 35.48 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 246,697 | 0.37 | 48,108 | 5.07 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16,379 | 3 | ||||||
| 2025-07-11 | 13F | Financial Advisory Corp | 275,782 | 2.68 | 53,780 | 7.48 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 1,067 | 208 | ||||||
| 2025-07-22 | 13F | MAS Advisors LLC | 1,730 | 7.59 | 337 | 12.71 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 16,356 | 25.12 | 3,243 | 33.14 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 24,673 | 1.81 | 4,812 | 6.58 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15,372 | 15.32 | 2,998 | 20.70 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,748 | 341 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4,559 | 245.90 | 889 | 262.86 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 29,129 | 57.06 | 5,680 | 64.40 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 2,872 | 2.46 | 560 | 7.28 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 85,268 | 1,557.94 | 16,628 | 1,635.70 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3,605 | 17.62 | 703 | 23.33 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 5,719 | 9.20 | 1,115 | 14.36 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 517 | 18.58 | 101 | 23.46 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 11,523 | 2,247 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,985 | 8.77 | 389 | 17.93 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 6,059 | 6.69 | 1,199 | 19.30 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 1,630 | 318 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 17,281 | 6.32 | 3,370 | 11.29 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 20,647 | 0.15 | 4,026 | 4.84 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2,083 | 406 | ||||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 1,108 | 216 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3,910 | 762 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 93,131 | 39.75 | 18,165 | 46.31 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,121 | 39.23 | 999 | 45.69 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 7,748 | 30.26 | 1,511 | 36.28 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7,171 | 2.05 | 1,399 | 6.80 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 27,563 | 0.01 | 5,375 | 4.69 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 357,098 | 9.04 | 69,638 | 14.14 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1,805 | 0.28 | 352 | 4.78 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 31,166 | 6,078 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 2,316 | 8.53 | 452 | 13.60 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 73 | 14 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 2,510 | 9.94 | 489 | 15.06 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 40,546 | 0.11 | 7,907 | 4.80 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 4,907 | 957 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,858 | 9.92 | 557 | 15.08 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 1,834 | 4.62 | 358 | 9.51 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 3,930 | 3.18 | 766 | 8.04 | ||||
| 2025-08-18 | 13F | Rexford Capital Inc | 1,900 | 371 | ||||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 1,148 | 224 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 250 | 49 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 203,262 | 6.21 | 39,823 | 11.70 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6,912 | 12.21 | 1,348 | 17.44 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 2,131 | 6.55 | 416 | 11.56 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 1,080 | 214 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1,035 | 202 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 245,196 | 0.92 | 48 | 4.44 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 22,127 | 76.04 | 4,315 | 84.32 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14,063 | 4.15 | 2,742 | 9.03 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 16,142 | 5.74 | 3,148 | 10.65 | ||||
| 2025-08-14 | 13F | Obsido Oy | 20,939 | 5.55 | 4,083 | 10.50 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 379,601 | 7.20 | 74,026 | 12.22 | ||||
| 2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF | 5,421 | 5.41 | 1,024 | 0.69 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 3,488 | 14.32 | 680 | 19.72 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 20 | 1,900.00 | 4 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 17,947 | 18.82 | 3,500 | 16.91 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 38,475 | 1.81 | 7,503 | 6.59 | ||||
| 2025-07-07 | 13F | Trust Co | 5,256 | 2.54 | 1,025 | 7.34 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1,507 | 294 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 9,865 | 4.12 | 1,924 | 8.95 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,935 | 0.34 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,348 | 44.52 | 3,188 | 51.31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 93,804 | 25.81 | 18,293 | 31.69 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 25,783 | 18.35 | 5,028 | 23.88 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 16,652 | 14.09 | 3,247 | 19.42 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 23,236 | 11.63 | 4,531 | 16.87 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 3,504 | 118.05 | 683 | 128.43 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 88,775 | 3.07 | 17,312 | 7.89 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4,295 | 0.23 | 838 | 4.89 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 811 | 158 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 34,348 | 5.97 | 6,698 | 10.93 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 25,857 | 152.12 | 5,042 | 163.98 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5,803 | 7.78 | 1,137 | 13.26 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1,822 | 357 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1,668 | 3.35 | 339 | 22.46 | ||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 1,141 | 3.63 | 223 | 8.29 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 63,306 | 2.53 | 12,345 | 7.33 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 76,382 | 1.95 | 14,895 | 6.72 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 5,366 | 5.13 | 1,000 | 7.30 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 107,740 | 8.49 | 21,010 | 13.57 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 1,039 | 203 | ||||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 13,784 | 27.15 | 2,724 | 34.92 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 230 | 21.05 | 45 | 25.71 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 41,777 | 12.25 | 8,147 | 17.50 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 29,359 | 317.68 | 5,725 | 337.36 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 15,812 | 3,083 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 95 | 19 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 21,146 | 3.89 | 4,124 | 8.76 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 1,560 | 304 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 10,544 | 129.62 | 2,056 | 140.47 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 24,434 | 16.23 | 4,765 | 21.65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 505,618 | 128.82 | 98,654 | 139.67 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 93 | 18 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 11,108 | 14.48 | 2,166 | 19.87 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 35,871 | 4.74 | 6,995 | 9.64 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 47,400 | 30.22 | 9,243 | 36.33 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 3,228 | 6.96 | 630 | 11.92 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 49,452 | 29.18 | 9,644 | 35.23 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,864 | 0.28 | 558 | 5.08 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,392 | 20.07 | 661 | 25.67 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 3,128 | 2.29 | 613 | 7.56 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 156 | 30 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 194 | 4.86 | 38 | 8.82 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 19,172 | 0.89 | 3,739 | 5.59 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,278 | 1.03 | 249 | 5.96 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 184,022 | 6.44 | 35,886 | 11.42 | ||||
| 2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 23,400 | 4,563 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 10,034 | 0.47 | 1,957 | 5.16 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,994 | 779 | ||||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16,036 | 1.00 | 3,127 | 5.75 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 270,049 | 1.69 | 52,662 | 6.45 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 16,566 | 0.24 | 3,231 | 4.94 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 25,094 | 4,894 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 4,613 | 5.13 | 900 | 10.04 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,249 | 21.64 | 832 | 28.00 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 48,578 | 101.99 | 9,517 | 112.43 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2,491 | 13.23 | 486 | 18.58 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 33,721 | 13.58 | 6,576 | 18.90 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 28,339 | 0.94 | 5,526 | 8.14 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 2,119 | 3.77 | 421 | 10.53 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 2,509 | 19.70 | 489 | 25.38 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 2,612 | 1 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 11,710 | 0.17 | 2,284 | 4.87 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,635 | 17.63 | 319 | 23.26 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 37,607 | 0.33 | 7,334 | 5.03 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,502 | 6.33 | 488 | 11.19 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 2,643 | 5.68 | 515 | 10.75 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 4,761 | 25.09 | 928 | 30.89 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 24,541 | 6.83 | 4,786 | 11.83 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15,801 | 15.78 | 3,081 | 21.20 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 33,503 | 0.02 | 6,533 | 4.71 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 3,958 | 11.12 | 1 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3,638 | 709 | ||||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 117,826 | 73.55 | 22,977 | 81.66 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 3,515 | 0.43 | 689 | 5.52 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 1,073 | 209 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 7,507 | 0.09 | 1,514 | 18.93 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 40,752 | 6.35 | 7,947 | 11.33 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 25,251 | 3.66 | 4,924 | 8.51 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 971 | 33.56 | 189 | 40.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 444 | 87 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 9,728 | 168.06 | 1,906 | 181.95 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1,465 | 286 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 1,561 | 0.32 | 304 | 5.19 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5,861 | 28.08 | 1,092 | 20.42 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 5,564 | 17.71 | 1,085 | 23.30 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 1,281 | 250 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 132,402 | 4.87 | 24,665 | -1.42 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 212 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3,251 | 74.13 | 634 | 82.42 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 5,224 | 0.42 | 1,019 | 5.06 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 4,261 | 831 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 1,045 | 204 | ||||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 305,009 | 2.56 | 59,483 | 7.36 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,129 | 22.12 | 805 | 27.98 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES | 3,510 | 684 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 39 | 8 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16,255 | 69.18 | 3,218 | 79.82 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 147,872 | 1.28 | 28,853 | 6.02 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 105,438 | 86.36 | 20,658 | 96.01 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 1,477 | 288 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10,681 | 0.07 | 2,089 | 5.03 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 12,180 | 1.31 | 2,375 | 6.07 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 35,338 | 5.69 | 6,891 | 10.65 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 56,450 | 11,008 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 331,832 | 2.86 | 64,716 | 7.67 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 85,269 | 12.71 | 16,661 | 18.21 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 8,547 | 1.36 | 1,667 | 6.11 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 59,630 | 7.74 | 11,628 | 12.78 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 289 | 7.04 | 56 | 12.00 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 29,061 | 1.59 | 5,832 | 9.42 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 33,759 | 0.24 | 6,583 | 4.93 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 13,928 | 57.57 | 2,716 | 65.01 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 132,699 | 7.69 | 25,878 | 12.73 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 93,548 | 10.12 | 18,243 | 15.27 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 3,904 | 14.99 | 762 | 21.73 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 1,616 | 20.96 | 315 | 27.02 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 32,620 | 2.31 | 6,361 | 7.11 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5,708 | 0.23 | 1,113 | 5.00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 115,003 | 49.07 | 22,427 | 56.05 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11,521 | 17.31 | 2,247 | 22.80 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 94,436 | 8.64 | 18 | 5.88 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 363 | 56.47 | 71 | 62.79 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 16,693 | 3,255 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 290 | 56 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 5,327 | 0.04 | 1,039 | 4.64 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 53,675 | 0.04 | 10,467 | 4.72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8,042 | 2 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 2,906 | 6.60 | 576 | 13.41 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 1,748 | 38.73 | 341 | 36.55 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 64,066 | 1.15 | 12,770 | 14.07 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 306,523 | 5.34 | 59,775 | 10.27 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 435 | 0.46 | 85 | 5.00 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 4,278 | 4.49 | 834 | 9.45 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6,038 | 381.50 | 1,125 | 353.23 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 1,100 | 220 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 467 | 128.92 | 0 | |||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 52,221 | 6.26 | 10,184 | 11.24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 700,565 | 4.92 | 136,656 | 9.86 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 4,251 | 3.51 | 1 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23,696 | 2.67 | 4,621 | 7.47 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 6,165 | 84.58 | 1,202 | 93.25 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 5,261 | 0.02 | 1,026 | 4.70 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 47,515 | 18.16 | 9,266 | 23.70 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1,674 | 0.60 | 327 | 5.16 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 1,399 | 273 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,436,793 | 3.38 | 280,189 | 8.22 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 2,703 | 1 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 17,940 | 8.79 | 3,499 | 13.90 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 18,008 | 4.59 | 3,512 | 9.48 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,728 | 3.34 | 958 | 15.86 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 28,515 | 14.43 | 5,561 | 19.78 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,421 | 277 | ||||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 8,395 | 0.50 | 1,637 | 5.21 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 38,128 | 1.44 | 7,435 | 6.18 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 1,879 | 367 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1,957 | 1.08 | 382 | 5.83 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 1,458 | 3.55 | 284 | 8.40 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1,834 | 0.27 | 358 | 5.00 | ||||
| 2025-08-14 | 13F | Wit, Llc | 250,167 | 48,785 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1,510 | 294 | ||||||
| 2025-07-14 | 13F | Argentarii, LLC | 1,728 | 11.70 | 337 | 17.01 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 30,635 | 0.54 | 6,002 | 5.74 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 100,573 | 2.22 | 19,613 | 7.01 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7,932 | 1,547 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 25,782 | 0.24 | 5,028 | 4.93 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1,043 | 203 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1,454 | -5.28 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2,246 | 2.89 | 438 | 7.88 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 37,093 | 1.85 | 7,234 | 6.62 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 23,539 | 18.14 | 4,590 | 23.69 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 25,578 | 4,988 | ||||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 1,096 | 0.09 | 214 | 4.41 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3,974 | 7.32 | 775 | 12.34 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2,866 | 150.52 | 559 | 161.97 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 4,317 | 1.27 | 842 | 5.92 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 80,551 | 15,708 | ||||||
| 2025-07-25 | 13F | Dynamic Financial Group | 6,079 | 3.23 | 1,185 | 8.12 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 53,355 | 13.50 | 10,405 | 18.82 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 19,531 | 0.85 | 3,809 | 5.57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 101,497 | 8.70 | 19,793 | 13.79 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 24,694 | 0.20 | 4,816 | 4.90 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 16,240 | 3,182 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 69,582 | 0.50 | 13,569 | 5.21 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6,804 | 3.20 | 1,327 | 7.98 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 94 | 18 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 19,240 | 3,568 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,809,616 | 0.64 | 352,893 | 5.35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 142,693 | 0.56 | 27,826 | 5.27 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 2,373 | 463 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 15,038 | 0.14 | 2,933 | 4.83 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 1,868 | 366 | ||||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 4,447 | 31.03 | 853 | 26.93 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 4,514 | 10.58 | 884 | 16.32 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 24,228 | 33.46 | 4,725 | 39.72 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 43,375 | 5.78 | 8,459 | 10.74 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 986 | 1.44 | 192 | 6.08 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 238,826 | 0.14 | 47 | 4.55 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 40,226 | 1.53 | 7,844 | 6.29 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 15,372 | 0.26 | 2,998 | 4.94 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 10,325 | 63.97 | 2,013 | 71.61 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 18,048 | 0.77 | 3,520 | 5.49 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 171,025 | 0.07 | 33,352 | 4.76 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1,820 | 355 | ||||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 63,055 | 7.97 | 12,344 | 13.90 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 1,735 | 338 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2,817 | 559 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 1,847 | 360 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 1,755 | 6.82 | 342 | 11.76 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 22,797 | 9.15 | 4,446 | 14.27 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 15,991 | 157.46 | 3,132 | 170.70 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 1,115 | 217 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 10,548 | 25.69 | 2,057 | 31.61 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22,535 | 0.25 | 4,395 | 4.94 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 790 | 7.92 | 154 | 13.24 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 11,753 | 0.20 | 2,292 | 4.90 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6,533 | 0.21 | 1,274 | 4.94 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 44,264 | 7.26 | 8,632 | 12.28 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 1,158 | 226 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 36,404 | 0.69 | 7,099 | 5.40 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 2,036 | 57.22 | 399 | 65.15 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6,394 | 5.34 | 1,247 | 10.27 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 2,600 | 1.25 | 507 | 6.07 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 13,412 | 43.61 | 2,616 | 50.37 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 4,606 | 4.23 | 898 | 9.11 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 109,603 | 4.11 | 21,374 | 8.98 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 78 | 15 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 31 | 416.67 | 6 | 500.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 69,944 | 19.07 | 13,654 | 25.25 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 379,201 | 0.58 | 73,948 | 5.29 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3,487 | 37.77 | 680 | 44.16 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4,041 | 7.47 | 788 | 12.57 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 1,846 | 3.82 | 360 | 8.46 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 124,223 | 0.46 | 24,225 | 5.16 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 1,537 | 19.05 | 300 | 24.58 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 20,166 | 5.10 | 3,933 | 10.02 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 10,956 | 1.18 | 2,137 | 5.90 | ||||
| 2025-07-21 | 13F | 25 Llc | 191,385 | 3.79 | 37,322 | 8.65 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 4,134 | 18.08 | 807 | 24.00 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 1,037 | 202 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 6,162 | 0.41 | 1,202 | 5.07 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 10,726 | 19,401.82 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 10,165 | 2.05 | 1,982 | 6.85 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 34,150 | 9.27 | 6,660 | 14.38 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 1,103 | 215 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1,506 | 4.87 | 294 | 9.74 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 120,548 | 8.18 | 23,508 | 13.24 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 46,895 | 2.66 | 9,145 | 7.51 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 188,102 | 2.28 | 36,682 | 7.07 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 362,293 | 3.25 | 70,651 | 8.08 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 19,017 | 26.55 | 3,709 | 32.48 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 6,088 | 1.69 | 1,236 | 10.76 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 6,089 | 0.05 | 1,187 | 4.77 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 63 | 12 | ||||||
| 2025-07-22 | 13F | Romano Brothers And Company | 1,491 | 0.40 | 291 | 5.07 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2,453 | 81.30 | 478 | 90.44 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 14,442 | 0.22 | 2,816 | 4.92 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 21,193 | 55.11 | 4,139 | 62.25 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,431 | 26.79 | 1,449 | 32.81 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 41,097 | 11.32 | 8,014 | 16.53 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 162,441 | 83.51 | 30,167 | 82.94 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5,442 | 4.69 | 1,061 | 9.61 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 15,284 | 1.52 | 2,981 | 6.28 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 1,691 | 0.89 | 330 | 5.45 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 34,864 | 2.90 | 6,799 | 7.70 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 70,111 | 2.75 | 13,672 | 7.56 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 41,251 | 135.71 | 8,044 | 131.95 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 13,661 | 11.44 | 2,664 | 16.69 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 10,323 | 25.97 | 2,013 | 31.85 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 354,686 | 5.44 | 69,167 | 10.38 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 610,689 | 7.54 | 119,090 | 12.57 | ||||
| 2025-08-14 | 13F | Wallace Hart LLC | 298 | 58 | ||||||
| 2025-08-14 | 13F | Bank Of Hawaii | 7,497 | 8.67 | 1,462 | 13.70 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 177 | 35 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 42,700 | 56.99 | 8,327 | 64.32 | |||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 5,046 | 4.82 | 984 | 9.82 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 2,771 | 540 | ||||||
| 2025-08-26 | 13F | Zeit Capital LLC | 24,294 | 0.75 | 4,738 | 5.45 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 694 | 9.64 | 136 | 15.38 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 437,040 | 11.57 | 85,227 | 16.79 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 6,665 | 1,300 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 4,573 | 158.51 | 896 | 172.04 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5,850 | 16.44 | 1,141 | 21.93 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 38,583 | 8 | ||||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 1,926 | 12.57 | 377 | 18.55 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 24,184 | 2.54 | 4,716 | 7.35 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2,446 | 5.25 | 477 | 10.16 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 1,474 | 1.24 | 288 | 5.90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 440,453 | 4.78 | 85,893 | 9.68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 480,301 | 46.98 | 96,886 | 59.16 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 41,069 | 0.08 | 8,009 | 4.76 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 6,466 | 11.62 | 1,261 | 16.77 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 30,450 | 5,938 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 274 | 53 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 6,154 | 19.22 | 1,200 | 17.42 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 4,228 | 126.46 | 825 | 137.46 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 117,444 | 1.74 | 22,903 | 6.50 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 67,089 | 15.44 | 13,083 | 20.85 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 2,514 | 3.54 | 490 | 8.41 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 10 | 0 | ||||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 12,350 | 995.83 | 2,408 | 1,052.15 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | 0 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 8,555 | 5.14 | 1,668 | 10.10 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 45,779 | 1.81 | 8,927 | 6.58 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 225 | 9.76 | 44 | 7.50 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 1,058 | 206 | ||||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 4,636 | 0.26 | 904 | 4.99 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 38,886 | 0.19 | 7,583 | 4.88 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 15,818 | 7.55 | 3,085 | 12.60 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,760 | 3.06 | 538 | 7.83 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5,524 | 2.18 | 1 | 0.00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9,607 | 2.00 | 1,873 | 6.78 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,394 | 5.53 | 1,247 | 10.17 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 4,705 | 10.97 | 917 | 16.22 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 1,681 | 328 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 821,531 | 6.27 | 160,207 | 11.24 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1,920 | 43.93 | 374 | 59.83 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 2,317 | 9.04 | 452 | 14.18 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 53,552 | 95.32 | 10,443 | 104.48 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 3,410 | 676 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 13,819 | 0.61 | 2,695 | 5.32 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 914 | 0.11 | 170 | -6.08 | ||||
| 2025-07-14 | 13F | Friday Financial | 4,053 | 0.12 | 790 | 3.00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2,151 | 290.38 | 419 | 310.78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 5,070 | 56.19 | 989 | 63.58 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 1,283 | 251 | ||||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 12,726 | 6.10 | 2,482 | 11.06 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2,281 | 4.73 | 445 | 9.63 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13,388 | 3.90 | 2,611 | 8.75 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 1,117 | 218 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 10,604 | 0.14 | 2,068 | 4.82 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 2,156 | 0.51 | 420 | 5.26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,360,477 | 4.45 | 850,337 | 9.34 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5,213 | 3.25 | 1,017 | 8.08 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 880,807 | 22.64 | 171,766 | 28.38 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 1,106 | 216 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 2,380 | 11.01 | 479 | 32.04 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 12,311 | 0.12 | 2,401 | 4.80 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 2,336 | 456 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 503,565 | 3.72 | 98,201 | 8.58 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 3,054 | 14.51 | 596 | 19.96 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 2,655 | 124.05 | 518 | 135.00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 914 | 246.21 | 178 | 4.71 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 5,615 | 3.14 | 1,095 | 7.99 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 195 | 38 | ||||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1,296 | 253 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3,293 | 0.03 | 642 | 7.18 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1,632 | 0.43 | 327 | 7.95 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 84 | 1.20 | 16 | 6.67 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 6,895 | 1.79 | 1,345 | 6.58 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 70 | 13 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 3,877 | 17.99 | 756 | 23.53 | ||||
| 2025-07-29 | 13F | Barlow Wealth Partners, Inc. | 1,570 | 6.22 | 315 | 19.32 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 31,529 | 2.29 | 6,148 | 7.07 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2,190 | 0 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 782,506 | 0.97 | 152,597 | 5.69 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 593 | 5.89 | 116 | 10.58 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1,453 | 4.61 | 283 | 9.69 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 3,730 | 4.63 | 749 | 28.97 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 27,286 | 2.80 | 5,389 | 8.98 | ||||
| 2025-07-16 | 13F | American National Bank | 8,888 | 63.92 | 1,733 | 71.58 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 6,966 | 1.75 | 1,358 | 6.51 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1,417 | 2.02 | 276 | 6.98 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 20,914 | 4,078 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 37,752 | 1.42 | 7,362 | 6.17 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 14,699 | 23.67 | 2,866 | 29.45 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 50,710 | 1.32 | 9,889 | 6.07 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 1,042 | 203 | ||||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 74,489 | 2.26 | 14,526 | 7.05 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1,995 | 10.28 | 389 | 15.48 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6,213 | 5.39 | 1,212 | 10.29 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2,973 | 123.37 | 582 | 135.63 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 40,882 | 21.06 | 7,616 | 13.79 | ||||
| 2025-09-03 | 13F | American Trust | 2,648 | 516 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 3,194 | 138.18 | 623 | 149.80 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 19,844 | 0.78 | 3,870 | 5.48 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 30,000 | 18.60 | 5,669 | 19.30 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 155 | 30 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 716 | 3.17 | 140 | 7.75 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 4,888 | 2.45 | 953 | 7.32 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 2,181 | 23.78 | 406 | 16.33 | ||||
| 2025-06-30 | NP | PFSMX - RiskPro® PFG 30+ Fund Class R | 12,063 | 2.14 | 2,171 | -10.44 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 61,280 | 5.82 | 11,950 | 10.82 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 3,125 | 186.96 | 609 | 200.00 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 24,530 | 0.04 | 4,806 | 5.21 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 6,265 | 0.97 | 1,222 | 5.62 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4,736 | 924 | ||||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 4,436 | 0.14 | 865 | 4.85 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 26,739 | 32.31 | 5,214 | 38.52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 812,288 | 67.08 | 156,323 | 72.35 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 1,153 | 0.17 | 234 | 13.11 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 3,646 | 100.00 | 711 | 109.73 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 1,946 | 1.25 | 379 | 5.87 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 253,816 | 5.07 | 49,497 | 9.99 | ||||
| 2025-08-12 | 13F | Willis Investment Counsel | 54,351 | 89.06 | 10,599 | 97.91 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 12,732 | 26.18 | 2,483 | 32.09 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 57,051 | 0.94 | 11,126 | 5.67 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 306 | 17.69 | 60 | 15.69 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 995 | 415.54 | 195 | 454.29 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 2,325 | 25.13 | 453 | 30.92 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 1,173 | 229 | ||||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 135,194 | 0.42 | 26,364 | 5.12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 747,328 | 15.15 | 145,737 | 20.54 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 20,869 | 5.26 | 4,070 | 10.18 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 3,015 | 34.84 | 588 | 41.11 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 2,155 | 35.96 | 420 | 42.37 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29,842 | 3.65 | 5,820 | 8.50 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 21,731 | 4,238 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 41 | 8 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 23,786 | 1.67 | 4,635 | 6.41 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 24,079 | 1.98 | 4,696 | 0.34 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 4,867 | 949 | ||||||
| 2025-07-25 | 13F | Libra Wealth Llc | 3,627 | 0.03 | 707 | 4.74 | ||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 71,423 | 5.05 | 13,928 | 9.97 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 1,608 | 39.58 | 314 | 46.26 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 922 | 15.54 | 180 | 20.95 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 73,341 | 2.43 | 14,302 | 7.23 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 11,831 | 8.98 | 2,307 | 14.09 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 39,064 | 10.33 | 7,618 | 15.50 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 3,693 | 8.84 | 720 | 13.92 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 18,212 | 5.79 | 3,552 | 10.73 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 18,840 | 4 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 49 | 32.43 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 141,141 | 0.43 | 27,524 | 5.13 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1,840 | 114.70 | 359 | 125.16 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1,979 | 9.40 | 386 | 14.58 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 2,468 | 0.57 | 481 | 5.25 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 1,742 | 340 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 7,676 | 464.41 | 1,430 | 431.23 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 2,160 | 46.74 | 421 | 53.65 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3,175 | 0.32 | 619 | 5.09 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1,212 | 236 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 3,977 | 776 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 8,421 | 1,642 | ||||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 7,372 | 2.15 | 1,438 | 6.92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 760 | 148 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 34,793 | 12.48 | 6,785 | 17.74 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 58,070 | 17.56 | 11,324 | 23.06 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 23,756 | 1.39 | 4,633 | 6.14 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9,837 | 4.46 | 2,001 | 18.68 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 316,993 | 4.59 | 61,817 | 9.48 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 2,200 | 429 | ||||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 1,079 | 211 | ||||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 2,467 | 12.70 | 481 | 18.18 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 1,965 | 1.50 | 383 | 6.39 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1,426,827 | 3.00 | 278,321 | 7.84 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,000 | 195 | ||||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 14,303 | 1.55 | 2,789 | 6.33 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 134,344 | 5.32 | 26,198 | 10.26 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 36,495 | 4.20 | 7,117 | 9.07 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 5,752 | 18.11 | 1,122 | 23.59 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3,560 | 2.95 | 707 | 9.63 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 86 | 19.44 | 17 | 23.08 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1,709 | 6.22 | 333 | 11.37 | ||||
| 2025-08-07 | 13F | Commerce Bank | 23,178 | 0.25 | 4,520 | 4.92 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 23,277 | 92.93 | 4,539 | 102.00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 43,439 | 0.43 | 8 | 0.00 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 43,154 | 11.42 | 8 | 14.29 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 43,596 | 53.78 | 8,502 | 60.97 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 453,785 | 12.32 | 88,493 | 17.58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16,150 | 3,149 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 29,173 | 0.70 | 5,689 | 5.41 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 23,247 | 0.08 | 4,533 | 4.76 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 183 | 190.48 | 36 | 218.18 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 504 | 70.27 | 98 | 78.18 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 43,103 | 4.97 | 8,406 | 9.88 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 3,262 | 38.93 | 636 | 45.54 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 354 | 1.14 | 69 | 6.15 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 1,163 | 4.49 | 227 | 9.18 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | 0 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 125 | 24 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 29,508 | 12.42 | 5,756 | 17.71 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 904 | 158.29 | 176 | 170.77 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 1,290 | 2.79 | 251 | 7.73 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 5,022 | 91.10 | 979 | 100.20 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6,367 | 1,247 | ||||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 35,175 | 0.09 | 6,859 | 4.78 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 169,586 | 419.52 | 33,071 | 443.91 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 1,342 | 12.21 | 263 | 18.02 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 58,585 | 24.77 | 11,478 | 31.23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5,250 | 2.36 | 1,024 | 7.12 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1,512 | 2.09 | 295 | 6.91 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 49,372 | 9,628 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,133 | 75.81 | 613 | 85.20 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 46,321 | 4.87 | 9 | 12.50 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3,527 | 688 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 3,991 | 209.62 | 778 | 224.17 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3,994 | 9.39 | 779 | 14.41 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 539 | 24.48 | 105 | 31.25 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3,752 | 91.72 | 732 | 100.82 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,032 | 4.19 | 591 | 13.00 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 5,612 | 210.06 | 1,045 | 249.50 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 19,948 | 4.51 | 3,890 | 9.40 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 1,886 | 0.69 | 368 | 5.46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9,918 | 387.37 | 1,934 | 410.29 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 16,279 | 4.09 | 3,175 | 8.96 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3,116 | 2.57 | 608 | 7.24 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 148 | 29 |
