Mga Batayang Estadistika
| Pemilik Institusional | 372 total, 370 long only, 0 short only, 2 long/short - change of -1.84% MRQ |
| Alokasi Portofolio Rata-rata | 0.6912 % - change of 26.07% MRQ |
| Saham Institusional (Jangka Panjang) | 50,419,738 (ex 13D/G) - change of 0.18MM shares 0.36% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,325,852 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF (US:BLV) memiliki 372 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 50,419,738 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, LPL Financial LLC, Lincoln National Corp, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class, Envestnet Portfolio Solutions, Inc., Wells Fargo & Company/mn, Bank of New York Mellon Corp, Goldman Sachs Group Inc, Royal Bank Of Canada, and Karpus Management, Inc. .
Struktur kepemilikan institusional Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF (ARCA:BLV) 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 70.31 / share. Previously, on September 9, 2024, the share price was 75.60 / share. This represents a decline of 7.00% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 109,019 | 11.50 | 7,441 | 13.57 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 66,521 | 2.00 | 4,626 | 0.72 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 3,536 | 246 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 10,738 | -3.70 | 747 | -4.97 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 213 | -85.02 | 15 | -86.00 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 68,469 | -9.03 | 4,761 | -10.17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 31,037 | 11.14 | 2,158 | 9.77 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 8,370 | 0.89 | 582 | -0.34 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 644 | 315.48 | 45 | 340.00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3,651 | -1.14 | 254 | -2.69 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 64,155 | 6.97 | 4,461 | 5.64 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 8,377 | 7.94 | 583 | 6.59 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 84,747 | 1.43 | 5,839 | -0.14 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2,177 | -40.47 | 151 | -41.25 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 103,800 | -28.95 | 7 | -30.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 76,299 | 2.29 | 5,306 | 1.01 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 363,108 | 0.04 | 25,251 | -1.21 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1,450 | 0.00 | 101 | -1.96 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 201,580 | -16.95 | 14,018 | -17.99 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 14,292 | -5.12 | 994 | -6.32 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 120,068 | 30.10 | 8,350 | 28.47 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4,473 | 0.00 | 311 | -1.59 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,088,676 | 3.16 | 75,707 | 1.87 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Axiom Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 10,609 | 0.00 | 738 | -1.34 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 118,158 | 786.07 | 8 | |||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 24,297 | -0.16 | 1,690 | -1.40 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,099 | 28.39 | 76 | 28.81 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20,545 | -20.23 | 1,429 | -21.24 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 10,929 | -8.10 | 743 | -11.35 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 26 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 26 | -93.91 | 2 | -96.43 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12,415 | 4.33 | 863 | 2.98 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 221 | 0.00 | 15 | 0.00 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3,632 | 253 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7,890 | -43.65 | 549 | -44.42 | ||||
| 2025-08-14 | 13F | Betterment LLC | 195,623 | 3.54 | 14 | 0.00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 153,411 | 7.76 | 10,668 | 6.41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 242,310 | -17.79 | 16,850 | -18.81 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 2,402,802 | 0.93 | 167,091 | -0.34 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,900 | -14.03 | 132 | -12.58 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,804 | -25.15 | 404 | -26.19 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,291 | -2.49 | 90 | -4.30 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 66,030 | 0.29 | 4,650 | 2.56 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 7 | 0 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3,190 | 2.80 | 222 | 1.38 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 10 | -93.63 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 279,916 | 21.16 | 19,465 | 19.65 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 5,005 | 0.77 | 348 | -0.29 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 3,684 | -16.56 | 256 | -17.42 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 13,592 | -13.96 | 945 | -15.02 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 20,166 | -19.60 | 1,402 | -20.61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7,615 | -0.51 | 530 | 1.15 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 17,200 | 89.16 | 1,199 | 87.34 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 385 | 0.00 | 27 | -3.70 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 2,967 | -10.93 | 200 | -10.31 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 7,998 | -0.36 | 556 | -1.59 | ||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 742,706 | 51,648 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 831 | 1.71 | 58 | 0.00 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 10,582 | 0.00 | 729 | -1.35 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 90,249 | -1.35 | 6,276 | -2.59 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 460,990 | 0.93 | 32 | 0.00 | ||||
| 2025-04-18 | 13F | Greenbush Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 38,000 | 0.00 | 2,643 | -1.23 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 353,977 | -6.29 | 24,616 | -7.46 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 43 | 0.00 | 3 | -33.33 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 931,254 | 734.61 | 64,759 | 724.22 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 25,306 | -0.33 | 1,760 | -1.62 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 825 | -1.79 | 57 | -3.39 | ||||
| 2025-08-27 | NP | PGFCX - PGIM Conservative Retirement Spending Fund Class R6 | 2,702 | 4.81 | 188 | 3.31 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 4,325 | -69.62 | 301 | -70.06 | ||||
| 2025-08-27 | NP | PGFMX - PGIM Moderate Retirement Spending Fund Class R6 | 4,704 | 5.38 | 327 | 4.14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 707,731 | -30.04 | 49,234 | -30.96 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 23,056 | 130.01 | 2 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,255,479 | -5.82 | 156,846 | -7.00 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 4,055 | 0.75 | 282 | -0.71 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 33,734 | -3.00 | 2,346 | -4.25 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ti-trust, Inc | 3,791 | 0.00 | 264 | -1.13 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 31,767 | -9.31 | 2,209 | -10.42 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 113,983 | -0.74 | 7,926 | -1.98 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 25,790 | -2.47 | 2 | 0.00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 255,342 | -0.47 | 18 | -5.56 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 5,610 | 14.58 | 389 | 16.47 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 302 | 7.09 | 21 | 10.53 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 4,426 | 4.76 | 308 | 3.37 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 240 | 0.00 | 17 | 0.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 33,315 | 203.69 | 2,317 | 200.78 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 36 | 0.00 | 3 | 0.00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 34,578 | 2.21 | 2,405 | 0.92 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 131,355 | -3.86 | 9,134 | -5.06 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,840 | 4.42 | 337 | 3.07 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 72,573 | -9.16 | 5,047 | -10.29 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 770 | -11.80 | 54 | -13.11 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 113,834 | 7,916 | ||||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 3,357 | 233 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 535 | 0.00 | 37 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 41 | 127.78 | 3 | 100.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 74 | 117.65 | 5 | 150.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,039 | 1.84 | 211 | 0.48 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 10,004 | -3.96 | 696 | -5.18 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3,286 | -0.87 | 229 | -2.15 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 2,402,802 | 0.93 | 167,091 | -0.34 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 710 | 0.00 | 49 | 0.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 56 | 0.00 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 56,916 | 141.33 | 3,958 | 138.37 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,586 | 53.98 | 110 | 52.78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 65,179 | 28.82 | 4,533 | 27.20 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 74,127 | -9.43 | 5,155 | -10.57 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,411 | 33.97 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 28,862 | 2 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Income Research & Management | 720,997 | 50,138 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Bank of Marin | 13,385 | 931 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 5,933 | -15.11 | 413 | -16.26 | ||||
| 2025-04-11 | 13F | Safir Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 7,148 | 6.48 | 497 | 5.30 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 4,662 | -9.67 | 320 | -11.85 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,166 | 2.55 | 81 | 1.25 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 21,596 | -9.31 | 1,502 | -10.44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 58,105 | 18.08 | 4,004 | 16.26 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 3,405 | -94.23 | 237 | -94.32 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 158,021 | 30.36 | 10,989 | 28.74 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 191 | 13 | ||||||
| 2025-03-20 | NP | TDSB - Cabana Target Drawdown 7 ETF | 110,250 | -9.82 | 7,583 | -12.87 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 10,260 | 0.00 | 1 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 132,608 | 78.64 | 9 | 80.00 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 96 | 0.00 | 7 | 0.00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 8,828 | 7.93 | 614 | 6.61 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,041 | -26.47 | 351 | -27.39 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 9,104 | 29.56 | 633 | 28.14 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 157 | 3.97 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8 | 0.00 | 1 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 12,408 | 863 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 4,132 | -44.30 | 284 | -45.79 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 28,695 | 3.62 | 1,995 | 2.31 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,593 | 11.14 | 250 | 9.69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,805 | 10.26 | 0 | |||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 7,318 | -8.01 | 509 | -9.29 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 17,431 | 5.91 | 1,212 | 4.57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 204,647 | 20.87 | 14,411 | 24.39 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 7,752 | -38.39 | 539 | -39.16 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 424,610 | 29,527 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26,399 | 10.47 | 1,836 | 9.10 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3,065 | -0.97 | 213 | -1.84 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8,151 | 3.41 | 567 | 1.98 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 52 | -29.73 | 4 | -40.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 30,643 | -10.97 | 2,131 | -12.09 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 8,569 | 1.18 | 596 | -0.17 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 312,139 | -2.15 | 21,706 | -3.37 | ||||
| 2025-07-07 | 13F | Platt Investment Counsel, LLC | 132,612 | 47.10 | 9,222 | 45.26 | ||||
| 2025-06-03 | 13F | Invst, LLC | 8,006 | -4.47 | 564 | -1.75 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 12,111 | -50.05 | 842 | -50.67 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 11,065 | 6.75 | 769 | 5.49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,042,272 | 2.13 | 72,479 | 0.86 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 324,294 | 23 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 21,285 | 0.00 | 1,480 | -1.20 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 22,977 | 0.57 | 1,598 | -0.68 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 21,538 | 1,497 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 4,328 | 0.67 | 301 | 2.04 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 135,081 | 1.74 | 9,121 | 2.02 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 37,427 | 14.95 | 2,603 | 18.38 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16,158 | 39.91 | 1,124 | 38.13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,845 | -86.61 | 128 | -86.41 | ||||
| 2025-04-30 | 13F | Genus Capital Management Inc. | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8,872 | 46.91 | 617 | 44.94 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 29,492 | -4.18 | 2,051 | -5.40 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 37,388 | 3.57 | 2,600 | 2.24 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 6,440 | 2.47 | 448 | 1.13 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | 3,600.00 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 178,831 | -18.21 | 12,436 | -19.24 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 61,999 | 2.76 | 4,311 | 1.48 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 39 | 3 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,345 | -25.85 | 94 | -24.39 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 33,331 | -14.97 | 2,318 | -16.05 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15 | 0.00 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,000 | 209 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 48,940 | 2.77 | 3,403 | 1.49 | ||||
| 2025-03-31 | NP | SMIDX - SMI Dynamic Allocation Fund | 15,410 | -49.89 | 1,060 | -51.62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,675,652 | 34.08 | 255,605 | 32.40 | ||||
| 2025-08-14 | 13F | Pitcairn Co | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1,351 | -3.77 | 94 | -5.10 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,388 | 26.62 | 166 | 25.76 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 21,074 | 32.18 | 1,465 | 30.57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 28,909 | -6.84 | 1,992 | -8.29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 66,446 | -0.68 | 4,621 | -1.93 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 28 | 0.00 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 249 | -58.43 | 17 | -59.52 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 35,295 | -40.14 | 2,454 | -40.88 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 347,170 | -8.65 | 24,142 | -9.79 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,252 | 6,855.56 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,009,365 | -2.09 | 139,731 | -3.31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 178,643 | -22.61 | 12,423 | -23.58 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 9,301 | 3.98 | 647 | 2.70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4,589 | 0.50 | 319 | -0.62 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 40 | 0.00 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 247,486 | -6.75 | 17,210 | -7.91 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 9,880 | -15.48 | 1 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 427 | -9.73 | 30 | -12.12 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2,968 | 206 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 46,773 | 9.30 | 3,253 | 7.93 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 14,697 | -1.06 | 1,022 | -2.29 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 3,433 | -94.98 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 4 | -95.65 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 139,587 | 2.34 | 9,707 | 1.05 | ||||
| 2025-08-27 | NP | PGFEX - PGIM Enhanced Retirement Spending Fund Class R6 | 3,318 | 8.29 | 231 | 6.98 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,656 | 0.00 | 115 | -0.86 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 205 | -63.97 | 14 | -65.00 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 11,000 | 0.00 | 765 | -1.29 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 23,200 | -1.35 | 1,613 | -2.60 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5,528 | 3.25 | 384 | 1.86 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13,657 | 23.38 | 1 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7,152 | -22.11 | 497 | -23.07 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 609,558 | -88.63 | 42,389 | -88.23 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 4,922 | -17.58 | 342 | -18.57 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,517 | 16.17 | 731 | 14.76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 8,229 | -4.80 | 572 | -3.21 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8,955 | 52.22 | 623 | 50.24 | ||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 8,077 | 5.44 | 562 | 4.08 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 911,555 | 2.33 | 63,390 | -3.12 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 6,068 | 39.94 | 422 | 38.03 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3,509 | -12.14 | 244 | -13.17 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 13,554 | 1.81 | 943 | 0.53 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 10,724 | 6.12 | 752 | 6.21 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 92,682 | 9.62 | 6,483 | 9.57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 87,609 | 5.29 | 6,092 | 3.98 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 26,655 | -9.58 | 1,854 | -10.70 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,914 | 272 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 35,488 | -0.53 | 2,468 | -1.79 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 111,270 | 7,738 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3,052 | -0.46 | 212 | -1.40 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 2,398 | -2.84 | 167 | -4.05 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,574 | 13.10 | 735 | 11.70 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 58,494 | 3.62 | 4,068 | 2.31 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 249 | 1.22 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 580 | 7.61 | 40 | 8.11 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 15,655 | 4.87 | 1,089 | 7.62 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 44,863 | -65.94 | 9,667 | 4.22 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,385 | 744.04 | 374 | 750.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 29,809 | 8.13 | 2,073 | 6.75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,463 | 6.82 | 658 | 5.62 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 58,685 | 6.27 | 4,081 | 4.94 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 15,804 | -3.56 | 1,099 | -4.77 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 46,954 | 0.00 | 3,306 | 0.00 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 210,460 | 14,635 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3,756 | 31.93 | 261 | 30.50 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 26,416 | 2 | ||||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 174,874 | 3.49 | 12,161 | 2.19 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3,171 | 0.00 | 221 | -1.35 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 27,769 | 3.94 | 1,931 | 2.66 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,051,576 | 5.82 | 698,987 | 4.49 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 123,436 | -7.90 | 8,584 | -9.05 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,485 | 348.07 | 1,494 | 343.32 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7,905 | 550 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14,608 | 16.62 | 1,006 | 14.06 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 14,397 | -0.70 | 1,001 | -1.86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 24,300 | -55.08 | 1,690 | -55.66 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 4,200 | 292 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5,510 | -41.24 | 383 | -41.97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 278 | 19 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 65,770 | 14.41 | 4,574 | 12.72 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3,216 | 224 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 10,696 | -3.94 | 744 | -5.23 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,474 | -6.54 | 242 | -7.66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25,125 | 0.38 | 1,747 | -0.85 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4,279 | 1.04 | 298 | -0.34 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 4,683 | -11.29 | 326 | -12.40 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 191,712 | -4.97 | 13 | -7.14 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 20,989 | 11.47 | 1,460 | 10.11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 877,134 | -9.97 | 60,996 | -11.10 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 7,185 | 1.18 | 500 | -0.20 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 37 | 3 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 218,564 | 6.80 | 15,199 | 5.46 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10,383 | 3.80 | 722 | 2.56 | ||||
| 2025-03-31 | NP | SMILX - SMI 50/40/10 Fund | 5,440 | -51.73 | 374 | -53.37 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 65 | 0.00 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 5,824 | -8.38 | 405 | -9.40 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 9,094 | -29.62 | 632 | -30.47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 272 | -32.34 | 19 | -35.71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 68,817 | -72.49 | 4,777 | -72.89 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27,499 | -1.67 | 1,912 | -2.89 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 599,208 | 41,669 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17,967 | 16.41 | 1,249 | 15.01 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 101 | 0.00 | 7 | 0.00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5,434 | 14.35 | 378 | 12.87 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,065 | 4.05 | 909 | 2.71 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 9,093 | 0.00 | 632 | -1.25 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,262 | 4.34 | 575 | 3.05 | ||||
| 2025-04-16 | 13F | Hilltop Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 69,939 | -22.17 | 4,864 | -23.15 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 443,228 | 0.22 | 30,822 | -1.03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | -82.76 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 27 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 26,178 | 0.89 | 1,820 | -0.38 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 10,017 | 6.86 | 693 | 8.29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 838,604 | 36.35 | 58,317 | 34.64 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 990 | 90.38 | 69 | 88.89 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 41,588 | 30.25 | 2,892 | 28.65 | ||||
| 2025-04-24 | 13F | Etesian Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 332 | 0.00 | 23 | 0.00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 200 | 0.00 | 14 | -7.14 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 16,676 | 1,160 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 9,229 | -0.21 | 642 | -1.54 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4,719 | 6.57 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 128,657 | 21.47 | 8,947 | 19.95 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 6,226 | 8.20 | 433 | 6.67 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 21,778 | -1.17 | 1,514 | -2.39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 48,494 | 10.27 | 3,372 | 8.91 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,345,923 | -0.12 | 93,595 | -1.37 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 89,660 | 10.21 | 6,235 | 8.83 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 21,780 | 46.43 | 1,506 | 49.11 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 185,096 | 9.42 | 12,872 | 8.05 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7,741 | -4.43 | 538 | -5.61 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 32,948 | -3.35 | 2,291 | -4.54 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4,743 | 330 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 17,385 | 0.80 | 1,209 | -0.49 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1,612 | -4.62 | 112 | -5.88 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 269,599 | -0.47 | 18,748 | -1.72 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 44,146 | 3.80 | 3,070 | 2.51 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 71,051 | 9.50 | 4,941 | 8.12 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 22,036 | 2.01 | 1,532 | 0.72 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 91,514 | -1.03 | 6,364 | -2.27 | ||||
| 2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 8 | 14.29 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,141 | 14.06 | 630 | 11.52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 609,056 | 10.72 | 42,388 | 9.34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 9,000 | -88.46 | 626 | -88.62 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8,515 | 44.37 | 592 | 43.69 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5,253 | -8.69 | 365 | -9.88 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 624,928 | -8.72 | 43,458 | -9.86 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 3,526 | 0.97 | 241 | -2.04 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 736,200 | -18.83 | 51,195 | -19.84 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 224 | 16 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3,183 | -12.82 | 221 | -14.01 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 20,492 | 3.15 | 1,425 | 1.93 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,388 | -0.91 | 166 | -1.78 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 22,282 | 1,549 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 206,497 | 5.51 | 14,360 | 4.19 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 45,100 | 3,136 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 13,716 | 0.00 | 954 | -1.24 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 2,329 | -2.39 | 162 | -4.17 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 40,952 | 18.86 | 2,848 | 17.35 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 63,145 | -4.33 | 4,391 | -5.51 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 46,948 | 3,265 | ||||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 499,611 | 76.51 | 34,743 | 74.30 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3,097 | -0.45 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,681 | 256 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 12 | 1 | ||||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 65,195 | 10.16 | 4,438 | 6.48 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 421 | 29 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 16,600 | 151.52 | 1,154 | 148.71 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6,900 | -40.00 | 480 | -40.79 | |||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27,365 | -70.71 | 1,903 | -70.24 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74,397 | 15.44 | 5,101 | 14.45 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 12,883 | -3.41 | 896 | -4.69 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 58 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 129,416 | -0.16 | 9,000 | -1.40 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 68,888 | 6.89 | 4,790 | 5.55 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1,289 | -1.60 | 90 | -3.26 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 59,560 | -4.36 | 4,142 | -5.56 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,492 | -21.33 | 451 | -22.38 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1,230 | 0.00 | 85 | -2.33 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 195 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 60,818 | -18.13 | 4,229 | -19.16 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 18 | 157.14 | 1 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,112 | 77 | ||||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 3,157 | 220 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 616,093 | -0.35 | 43 | -2.33 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 3,232 | -1.31 | 225 | -2.61 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 785 | 0 | ||||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 122,333 | 2.23 | 9 | 0.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,047 | -34.12 | 212 | -35.08 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 5,392 | -15.53 | 375 | -16.70 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 8,452 | 6.13 | 595 | 9.38 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5,477 | 66.07 | 381 | 63.79 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4,765 | 331 | ||||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 122,371 | 8,313 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 15,830 | 1,101 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 94,273 | 1.93 | 6,556 | 0.66 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 5,015 | 349 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 471 | 33 | ||||||
| 2025-07-25 | 13F | Parker Financial LLC | 96,568 | 5.23 | 6,715 | 3.92 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 33,047 | -1.94 | 2,298 | -3.16 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9,971 | 0.94 | 693 | -0.29 |
Other Listings
| MX:BLV |
