Mga Batayang Estadistika
| Pemilik Institusional | 374 total, 374 long only, 0 short only, 0 long/short - change of 3.59% MRQ |
| Alokasi Portofolio Rata-rata | 0.3448 % - change of 4.66% MRQ |
| Saham Institusional (Jangka Panjang) | 16,464,626 (ex 13D/G) - change of 0.30MM shares 1.83% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 970,177 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Core 60/40 Balanced Allocation ETF (US:AOR) memiliki 374 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 16,464,626 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Jpmorgan Chase & Co, Mesirow Financial Investment Management, Inc., Bank Of America Corp /de/, LPL Financial LLC, Aspiriant, Llc, Morgan Stanley, Wells Fargo & Company/mn, Worth Asset Management, LLC, and Integrated Investment Consultants, LLC .
Struktur kepemilikan institusional iShares Trust - iShares Core 60/40 Balanced Allocation ETF (ARCA:AOR) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 63.22 / share. Previously, on September 9, 2024, the share price was 57.40 / share. This represents an increase of 10.14% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,213 | -0.14 | 752 | 6.68 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 15,091 | 7.28 | 929 | 14.83 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7,210 | 444 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,399 | 7.88 | 640 | 15.52 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12,362 | -0.84 | 761 | 6.14 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 18 | 500.00 | 1 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5,545 | 0.25 | 341 | 7.23 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 4,653 | -3.56 | 286 | 3.25 | ||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 46,379 | -3.62 | 2,856 | 3.07 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3,615 | -57.66 | 223 | -54.79 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 3,430 | -3.57 | 211 | 3.43 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 117,647 | -1.19 | 7,244 | 5.68 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,057 | -5.17 | 558 | 1.46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4,025 | 0.45 | 248 | 7.39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 28,742 | 8.84 | 1,768 | 16.32 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 25,655 | -1.27 | 1,580 | 5.62 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 134,189 | -6.38 | 8,262 | 0.12 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 5,965 | 0.00 | 367 | 7.00 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 3,701 | 0.16 | 228 | 7.08 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 8,032 | -50.67 | 490 | -47.81 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 44,423 | -54.25 | 2,735 | -51.07 | ||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 6,886 | -19.07 | 0 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 212,686 | 25.37 | 13,095 | 34.09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 23,874 | -2.75 | 1,470 | 3.96 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 416 | 0.00 | 26 | 8.70 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 96,719 | -4.29 | 5,955 | 2.36 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,220 | -14.08 | 75 | -7.41 | ||||
| 2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 18,078 | 1,123 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6,169 | 385 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3,383 | -37.82 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,360 | 63.86 | 84 | 76.60 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 18,320 | 4.89 | 1,128 | 12.14 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 5,022 | 0.00 | 309 | 6.92 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3,996 | 0.00 | 246 | 6.96 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5,973 | -2.03 | 368 | 4.56 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 444 | -60.98 | 27 | -58.46 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,950 | 0.00 | 243 | 7.05 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4,004 | 247 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 34,918 | 0.47 | 2,150 | 7.45 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 910 | -5.70 | 56 | 1.82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3,667 | 225 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 594,241 | -1.46 | 36,588 | 5.38 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 11,420 | 482.36 | 703 | 527.68 | ||||
| 2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 452,195 | -2.53 | 27,842 | 4.24 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,968 | -29.75 | 244 | -24.92 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39,523 | 2,433 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 33,301 | 2.82 | 2,050 | 9.98 | ||||
| 2025-04-15 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 98,383 | -1.34 | 6,057 | 5.50 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4,100 | 0.00 | 252 | 6.78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,285 | 90.52 | 325 | 104.40 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 84,813 | 2.54 | 5,222 | 9.66 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7,945 | 4.68 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 81,978 | -38.37 | 5,037 | -34.23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 77,703 | -7.27 | 4,784 | -0.81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 504,316 | 26.80 | 31,051 | 35.61 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 29,049 | -0.12 | 1,789 | 6.81 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 15,323 | 0.00 | 943 | 6.92 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 29 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 337 | 43.40 | 21 | 53.85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 436,440 | -18.39 | 26,872 | -12.73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 26,053 | -1.76 | 1,604 | 5.11 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5,683 | 350 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 20 | 0.00 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,936 | -29.58 | 2 | -50.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10,950 | 5.38 | 674 | 12.71 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 406 | 0.00 | 25 | 4.35 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 8,210 | 0.00 | 505 | 6.99 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4,439 | -0.38 | 273 | 6.64 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 474 | 0.42 | 22 | 5.00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 681 | 0.15 | 42 | 5.13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7,226 | -5.47 | 445 | 0.91 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 133 | 0.76 | 8 | 14.29 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 59,768 | -2.70 | 3,680 | 4.04 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 93,240 | 9.17 | 5,741 | 16.76 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 381,062 | 23,462 | ||||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 5,613 | 0.00 | 346 | 6.81 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4,796 | -0.08 | 0 | |||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 3,851 | 237 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209,566 | 56.17 | 12,901 | 66.97 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,215 | 0.16 | 75 | 7.25 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 10,821 | 0.51 | 660 | 11.32 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 22,478 | -2.93 | 1,384 | 3.75 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5,776 | -13.29 | 353 | -3.55 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 7,260 | 8.08 | 447 | 18.25 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 72,206 | 0.30 | 4,446 | 7.26 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 12,499 | 3.06 | 770 | 10.17 | ||||
| 2025-07-17 | 13F | City Holding Co | 35 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 100 | 0.00 | 6 | 20.00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 7,599 | 18.49 | 468 | 26.56 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,216 | -47.22 | 506 | -43.64 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 568 | -18.39 | 33 | -17.95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,143 | 70 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 2,596 | -60.64 | 160 | -58.05 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 761 | 0 | ||||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,799 | 2.24 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 22 | 0.00 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41,105 | -1.15 | 2,531 | 5.68 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 13,312 | -12.58 | 820 | -6.51 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 5,659 | -7.89 | 348 | -1.42 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 15,455 | 27.71 | 952 | 36.64 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 28,137 | 639.67 | 1,732 | 694.50 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 9,911 | -90.86 | 610 | -90.23 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 283,024 | 15.08 | 17,426 | 23.08 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 98,218 | -0.58 | 6,047 | 6.33 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 19,616 | 1.20 | 1,208 | 8.25 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 288,432 | 10.17 | 17,759 | 17.83 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 23,397 | 0.46 | 1,441 | 7.46 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 90,200 | 0.90 | 5,554 | 7.91 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 11,831 | -1.28 | 728 | 5.66 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 500 | 0.00 | 31 | 7.14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 555,937 | -8.33 | 34,229 | -1.96 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 52,989 | 10.74 | 3,263 | 18.45 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,000 | 0.00 | 62 | 7.02 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1,342 | 73.61 | 83 | 86.36 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 11,726 | 7.85 | 722 | 15.36 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 8,159 | -12.58 | 502 | -6.52 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 3,502 | 0.00 | 216 | 6.97 | ||||
| 2025-04-01 | 13F | Stonehearth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sensible Money, LLC | 4,100 | 0.00 | 252 | 6.78 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 68,995 | -6.63 | 4,248 | -0.14 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 10,096 | -11.97 | 622 | -5.91 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,140 | 14.32 | 132 | 22.43 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 3,355 | -5.68 | 207 | 0.98 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 4,843 | 2.52 | 298 | 9.96 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 245 | 0.00 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 254,349 | -1.47 | 15,660 | 5.38 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 12,348 | -1.33 | 760 | 5.56 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 11,328 | -0.52 | 652 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 44,263 | 46.17 | 2,725 | 56.34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38,932 | 84.81 | 2,397 | 97.77 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,010 | -14.77 | 62 | -8.82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,048 | 0.00 | 249 | 6.87 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 271 | 0.00 | 17 | 6.67 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 5,581 | 0.00 | 344 | 6.85 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6,885 | 2.55 | 424 | 9.59 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 7,911 | -1.57 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 883 | 0.00 | 54 | 8.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 12,410 | 0.85 | 764 | 7.91 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 7,509 | 1.54 | 462 | 8.71 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 18,113 | 0.25 | 1,115 | 7.21 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 98,865 | 2.01 | 6,087 | 9.11 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 18,059 | -6.67 | 1,112 | -0.18 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 63,798 | 12.43 | 3,928 | 20.27 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 514 | 0.00 | 32 | 6.90 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 23,124 | 26.77 | 1,424 | 35.52 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 42,759 | -4.59 | 2,633 | 2.49 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7,901 | -20.68 | 486 | -15.18 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 4,255 | 262 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9,599 | 15.36 | 591 | 23.38 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 350 | 22 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 9,805 | -0.94 | 604 | 5.98 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4,682 | 0.32 | 288 | 7.46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12,856 | 213.26 | 792 | 236.60 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19,991 | 13.58 | 1,231 | 21.42 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 7,538 | 15.30 | 464 | 24.06 | ||||
| 2025-08-13 | 13F | ESG Planning | 5,349 | 31.07 | 329 | 40.60 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 9,677 | 4.28 | 596 | 11.42 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 20,958 | 0.00 | 1,290 | 6.97 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 11,516 | 33.32 | 709 | 42.66 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 295,098 | -3.25 | 18,169 | 3.47 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 3,638 | -22.10 | 224 | -16.79 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,430 | 8.06 | 334 | 15.57 | ||||
| 2025-08-27 | NP | RMDFX - Aspiriant Defensive Allocation Fund | 254,108 | 0.00 | 15,645 | 6.95 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 117,249 | 1.33 | 7,219 | 8.38 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 19,465 | 2.61 | 1,198 | 9.71 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 50,318 | -0.58 | 3,098 | 6.35 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 9,418 | 0.45 | 580 | 7.42 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 90,236 | 29.62 | 5,556 | 38.63 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,793 | 0.00 | 541 | 6.92 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 75,844 | 10.85 | 4,670 | 18.56 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 9,393 | -7.32 | 578 | -0.86 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 19,845 | -10.19 | 1,222 | -4.01 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 63,676 | 18.11 | 3,921 | 26.33 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 123 | 0.00 | 8 | 0.00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6,150 | 3.89 | 379 | 11.18 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 820 | -20.00 | 51 | -15.25 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 21,150 | -87.87 | 1,302 | -87.02 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 11,538 | -0.60 | 710 | 6.29 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 15,870 | 0.00 | 977 | 7.01 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4,139 | 255 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 24,872 | 1.88 | 1,544 | 10.37 | ||||
| 2025-08-14 | 13F | UBS Group AG | 288,690 | -8.66 | 17,775 | -2.31 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 43 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 17,105 | -14.78 | 1,053 | -8.83 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 33,568 | 14.15 | 2,067 | 22.10 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 307 | 0.00 | 19 | 5.88 | ||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6,400 | 1.01 | 394 | 8.24 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 13,509 | 118.49 | 832 | 134.08 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9,014 | -23.82 | 555 | -18.65 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 98,905 | 6,090 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 6,405 | 0.74 | 394 | 7.65 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 11,748 | 13.14 | 723 | 21.11 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 52,406 | 5.97 | 3,227 | 13.31 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 4,794 | 0.00 | 295 | 7.27 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 11,759 | -1.27 | 724 | 5.69 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 618 | 0.00 | 38 | 8.57 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6,029 | 2.50 | 371 | 9.76 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,914 | 303 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8,071 | 497 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 64,076 | -0.58 | 3,945 | 6.33 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 38,402 | -1.78 | 2,364 | 5.07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11,446 | 59.42 | 705 | 70.46 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 5,660 | 0.00 | 348 | 7.08 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3,526 | 0.00 | 217 | 6.90 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 7,387 | 63.25 | 455 | 74.62 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4,300 | 0.00 | 265 | 6.88 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 20,996 | 60.20 | 1,293 | 71.35 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 104,606 | -15.59 | 6,441 | -9.73 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10,363 | 1.29 | 638 | 8.50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,620 | 654 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 33,222 | -3.08 | 2,027 | 3.58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 59,092 | 947.54 | 3,638 | 1,022.84 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19,581 | -5.05 | 1,206 | 1.52 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 3,367 | 0.00 | 207 | 7.25 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 37,347 | -8.35 | 2,299 | -2.00 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8,436 | -4.16 | 519 | 2.57 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 19,933 | -7.02 | 1,227 | -0.57 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 139 | 0.00 | 9 | 0.00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 27,618 | -1.76 | 1,700 | 5.07 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 291,972 | -3.21 | 17,977 | 3.52 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 23,190 | 0.62 | 1,428 | 16.11 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 15,102 | -12.12 | 930 | -6.07 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10,460 | 6.00 | 644 | 13.18 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 367,598 | 23.65 | 452 | 20.21 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,357 | 22.49 | 268 | 31.37 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 71,787 | 0.52 | 4,420 | 7.49 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 824 | 0.00 | 51 | 6.38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 180,843 | -1.45 | 11 | 10.00 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 401,196 | 4.52 | 24,702 | 11.78 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 28,754 | 8.60 | 1,770 | 16.14 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 2,960 | 18.26 | 182 | 26.39 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,182 | 438.22 | 257 | 484.09 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 490 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 200 | 0.00 | 12 | 9.09 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 11,610 | 0.80 | 715 | 7.84 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 13,836 | -2.05 | 846 | 4.06 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 24,821 | 0.16 | 1,528 | 7.15 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 11,998 | 2.37 | 739 | 9.50 | ||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,628 | 63.22 | 716 | 74.39 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,691 | 0.00 | 104 | 7.22 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 62,098 | -24.35 | 3,823 | -19.09 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 215 | 0.00 | 13 | 8.33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 802 | 0.00 | 49 | 6.52 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 57,258 | 0.38 | 3,525 | 7.37 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 88,900 | 16.54 | 5,474 | 24.64 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 555 | 0.00 | 34 | 9.68 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 27,544 | 11.95 | 1,696 | 19.70 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 39,246 | 15.57 | 2,416 | 23.64 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 31,779 | 0.00 | 1,957 | 6.94 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 26,094 | -0.90 | 1,607 | 6.01 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30,307 | 177.66 | 1,866 | 197.13 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 106,735 | -0.35 | 6,572 | 6.57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,861 | 115 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10 | -71.43 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24,476 | 4.82 | 1,507 | 12.05 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,418 | 44.54 | 457 | 54.58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,832 | -6.67 | 359 | -0.28 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 4,378 | 9.42 | 270 | 16.96 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,156 | -5.76 | 256 | 0.79 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 5,754 | 354 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 20,447 | -64.55 | 1,258 | -60.81 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 136,723 | 0.76 | 8,418 | 7.77 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,072 | 0.47 | 66 | 8.20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45,167 | 27.06 | 2,781 | 35.87 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 3,421 | -33.44 | 211 | -28.81 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 42,885 | 8.95 | 2,641 | 16.50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11,855 | -15.50 | 730 | -9.67 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 2,179 | 125 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 16,688 | 3.79 | 1,027 | 11.03 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4,695 | -0.93 | 289 | 6.25 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 150 | 0.00 | 9 | 0.00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 5,211 | -11.20 | 321 | -5.33 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 950 | 58 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2,445 | 0.04 | 151 | 7.14 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 460 | -1.50 | 28 | 7.69 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 2,983 | 0.37 | 184 | 7.02 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 150,756 | -40.37 | 9,282 | -36.23 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 789 | 0.38 | 49 | 6.67 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9,149 | -0.98 | 563 | 6.03 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,609 | 0.00 | 99 | 7.61 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3,449 | 2.34 | 212 | 9.28 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24,331 | 8.93 | 1,498 | 16.58 | ||||
| 2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14,484 | 8.28 | 892 | 15.71 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3,993 | 5.22 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 6,058 | 1.87 | 373 | 11.34 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 26,233 | -10.42 | 1,615 | -4.15 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 297,853 | -1.37 | 18,339 | 5.48 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23,376 | 1,439 | ||||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 33 | 0.00 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6,733 | 32.93 | 415 | 42.27 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9,979 | -9.36 | 614 | -3.00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,515 | -39.67 | 216 | -35.52 | ||||
| 2025-04-29 | 13F | Sierra Ocean, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 23,456 | 12.79 | 1,444 | 20.63 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 25,402 | -10.73 | 1,564 | -4.52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 27,287 | 448.92 | 1,680 | 487.41 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 639 | -14.80 | 39 | -9.30 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4,544 | -2.07 | 280 | 4.49 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 8,480 | 0.00 | 488 | -1.01 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 11,986 | -33.31 | 738 | -28.72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,518 | 700.87 | 340 | 769.23 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 4,650 | 8.01 | 286 | 15.79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9,261 | 65.58 | 568 | 76.64 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 6,218 | 383 | ||||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 15,649 | -6.50 | 964 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,284 | 202 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 957 | 0.10 | 59 | 5.45 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 56,483 | -2.68 | 3,478 | 4.20 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,055 | 3.78 | 434 | 11.00 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 8,900 | 1.10 | 548 | 8.96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 206,371 | 9.04 | 12,706 | 16.61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 86,021 | 6.81 | 5,296 | 14.24 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 676 | 0.60 | 42 | 7.89 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 13,848 | 853 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 17,034 | -1.06 | 1,049 | 5.75 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,158 | 0.00 | 71 | 16.39 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7,555 | 3.72 | 433 | 3.34 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 12,519 | -19.86 | 705 | -18.87 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 6,117 | 2.36 | 376 | 11.90 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 6,568 | 404 | ||||||
| 2025-04-10 | 13F | Mkd Wealth Coaches, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 590 | 0.51 | 36 | 9.09 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 10,145 | 9.03 | 625 | 16.64 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21,023 | -12.84 | 1,294 | -6.77 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3,545 | -1.94 | 218 | 4.81 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 73 | 4 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 19,862 | 37.61 | 1,223 | 47.23 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 20 | 0.00 | 1 | 0.00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,247 | 3.54 | 508 | 15.75 | ||||
| 2025-05-02 | 13F | Victory Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 24,212 | 144.62 | 1,491 | 161.86 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 17,246 | -4.93 | 1,062 | 1.63 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 4,613 | 6.02 | 284 | 13.60 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 224,477 | -34.58 | 13,821 | -30.03 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 9,888 | 0.77 | 609 | 7.80 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 299,617 | 1.67 | 18,447 | 8.73 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 4,975 | -0.46 | 306 | 6.62 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 57,590 | 0.00 | 3,546 | 6.94 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 22,555 | 1,298 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 53,067 | -5.65 | 3,267 | 0.93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 96,864 | -2.62 | 5,964 | 4.14 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 1,379 | 1.40 | 0 | |||||
| 2025-07-23 | 13F | Narwhal Capital Management | 4,200 | 0.00 | 259 | 7.05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 717,742 | 5.78 | 44,191 | 13.12 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 21,572 | 9.83 | 1,328 | 17.52 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 6,079 | 0.00 | 374 | 4.76 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,512 | -79.66 | 155 | -78.31 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 74,103 | -1.14 | 4,562 | 5.72 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 25,402 | -10.73 | 1,564 | -4.34 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 8,039 | -0.32 | 495 | 6.47 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 16,834 | 51.86 | 1,036 | 62.38 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 47 | 0 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 4,255 | -0.68 | 262 | 6.50 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,452 | 274 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15,926 | -2.83 | 981 | 3.92 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16,053 | -3.96 | 988 | 2.70 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 24,087 | -7.24 | 1,483 | 0.14 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 4,560 | 12.54 | 281 | 20.17 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,834 | 0.32 | 174 | 7.41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,791,263 | 3.42 | 110,288 | 10.60 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 14,131 | -1.31 | 870 | 5.58 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 8,509 | -0.63 | 524 | 6.30 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14,472 | 56.39 | 891 | 67.48 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3,841 | 0.00 | 236 | 6.79 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 3,686 | 0.85 | 227 | 7.62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 23,705 | -11.88 | 1,459 | -5.75 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | New Capital Management LP | 8,608 | -1.18 | 530 | 5.59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17,516 | -11.04 | 1,079 | -4.85 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8,099 | 16.78 | 499 | 24.81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 128 | 8 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 427 | 0.00 | 26 | 8.33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 87,298 | 0.53 | 5 | 25.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 33,702 | 23.68 | 2,075 | 32.33 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 11,662 | -13.02 | 718 | -6.87 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 52,000 | 47.75 | 3,202 | 58.00 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 8,082 | -1.80 | 498 | 9.71 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 16,453 | 4.02 | 1,013 | 11.32 |
