Mga Batayang Estadistika
| Pemilik Institusional | 1017 total, 1017 long only, 0 short only, 0 long/short - change of 5.26% MRQ |
| Alokasi Portofolio Rata-rata | 1.0016 % - change of -0.24% MRQ |
| Saham Institusional (Jangka Panjang) | 787,297,431 (ex 13D/G) - change of 48.90MM shares 6.62% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 36,018,985 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Charlotte Funds - Vanguard Total International Bond ETF (US:BNDX) memiliki 1017 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 787,297,431 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Bank Of America Corp /de/, Vanguard Group Inc, Envestnet Asset Management Inc, Sagespring Wealth Partners, Llc, Mercer Global Advisors Inc /adv, Betterment LLC, BNDW - Vanguard Total World Bond ETF ETF Shares, Sei Investments Co, and LPL Financial LLC .
Struktur kepemilikan institusional Vanguard Charlotte Funds - Vanguard Total International Bond ETF (NasdaqGM:BNDX) 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 49.40 / share. Previously, on September 9, 2024, the share price was 50.13 / share. This represents a decline of 1.46% 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 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 166,519 | 8 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 19,035 | -6.23 | 942 | -4.94 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 4,787 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2,632 | -27.15 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 10,934 | -0.27 | 541 | 1.12 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 394,431 | -0.81 | 19,528 | 0.60 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 52,419 | 0.50 | 2,595 | 1.96 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 612 | -13.44 | 30 | -11.76 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 28,603,475 | 0.00 | 28,704 | 0.07 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 777,344 | 38,486 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 92 | -64.20 | 5 | -66.67 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 79,791 | 364.58 | 3,950 | 371.36 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 40,885 | 10.55 | 2,024 | 12.13 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 29,151 | 3.17 | 1,443 | 4.64 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 35,956 | -9.72 | 1,780 | -8.44 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 7,000 | 0.00 | 347 | 1.47 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1,105 | 0.00 | 55 | 1.89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 114,886 | 12.15 | 5,688 | 13.72 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 36,726 | 0.77 | 1,818 | 2.19 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 3,053 | 0.00 | 151 | 0.67 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 508,000 | 25,151 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 47,324 | 55.83 | 2,343 | 58.10 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 4,832 | 239 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 265,554 | -11.54 | 13,134 | -10.38 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 241,640 | 2.04 | 11,964 | 3.49 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 5,498 | 4.43 | 272 | 5.84 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6,791 | -4.58 | 336 | -3.17 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 2 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 4,847 | 0.00 | 240 | 1.27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29,068 | -15.69 | 1,439 | -14.50 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 193,427 | 9,577 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 307,462 | -17.97 | 15,222 | -16.81 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 474,856 | 3.10 | 24 | 4.55 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 297,240 | 1.47 | 15 | 0.00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 400 | 0.00 | 20 | 0.00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 29,654 | 5.37 | 1,462 | 6.48 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 15,387 | 10.36 | 762 | 11.91 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 14,782 | -4.65 | 732 | -3.31 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 4,796 | -58.95 | 237 | -58.42 | ||||
| 2025-04-15 | 13F | Orgel Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 54 | 12.50 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 637 | -56.61 | 32 | -56.34 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 69,362 | -14.92 | 3,434 | -13.70 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 22,612 | 4.19 | 1,120 | 5.67 | ||||
| 2025-08-12 | 13F | Bokf, Na | 103,387 | 1.56 | 5,119 | 3.00 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 159,427 | 7,893 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 191,064 | -10.81 | 9,460 | -9.55 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Bestgate Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 16,439 | 10.54 | 814 | 11.98 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 30,806 | -3.50 | 1,525 | -2.12 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,218,267 | -3.76 | 60,316 | -2.40 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 4,099,678 | -0.70 | 202,975 | 0.70 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15,097 | 79.49 | 747 | 82.20 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8,491 | -2.76 | 420 | -1.41 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 532,534 | 61.19 | 26,334 | 61.03 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 263 | 0.00 | 13 | 8.33 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 135,708 | -3.28 | 6,719 | -1.91 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 53,138 | -16.87 | 2,631 | -15.71 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 20,110 | 0.00 | 996 | 1.43 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 11,100 | 2.99 | 550 | 4.37 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 86,989 | 6.39 | 4,307 | 7.89 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 14,539 | 156.28 | 720 | 160.51 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 36,599 | -10.97 | 1,812 | -9.67 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1,203,898 | 235.24 | 59,352 | 240.01 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 232,895 | 4.05 | 11,531 | 5.52 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4,123 | 204 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 6,000 | 0.00 | 297 | 1.71 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 14 | -17.65 | 1 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 25,924 | 54.15 | 1,283 | 56.27 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 363 | 18 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9,035,690 | -8.55 | 447,357 | -7.26 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 170,680 | 4.55 | 8,450 | 6.02 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 105 | 5.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 989,643 | 2.04 | 48,997 | 3.48 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 4,580 | 4.11 | 227 | 5.61 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 38,939 | -0.64 | 1,928 | 0.73 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 91,622 | 7.51 | 4,536 | 9.04 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 6,911 | -2.47 | 342 | -0.87 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 25,882 | 0.65 | 1,281 | 2.07 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 6,524 | -2.31 | 323 | -0.92 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 299,130 | 2.89 | 15 | 0.00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10,465 | 518 | ||||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 4,328 | 0.00 | 214 | 1.42 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 281,582 | -1.80 | 13,941 | -0.41 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 9,393 | -11.32 | 463 | -11.32 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 491 | 0.00 | 24 | 4.35 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 312,452 | 8.43 | 15,470 | 9.96 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 18,910 | -30.39 | 936 | -29.41 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1,050,398 | -0.16 | 52,005 | 1.25 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 10,354 | -10.03 | 513 | -8.73 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 6,826 | 338 | ||||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 1,605,019 | 2.81 | 79,464 | 4.26 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 274,486 | 7.51 | 13,590 | 9.03 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 210,665 | 5.68 | 10,430 | 7.18 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 16,324 | 165.09 | 808 | 169.33 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 16,182 | 124,376.92 | 801 | -5.21 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 44,849 | 2.20 | 2,220 | 3.64 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 10,938 | 11.20 | 542 | 12.71 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 34,502 | 35.73 | 1,708 | 37.74 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 99,068 | 6.64 | 4,905 | 8.14 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 5,289 | 262 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 123,902 | -2.72 | 6,134 | -1.34 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 38,247 | 1,894 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10,450 | 3.34 | 517 | 4.87 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 36,371 | 1,801 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 5,808 | 16.98 | 288 | 18.60 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1,167 | 58 | ||||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 5,491 | 272 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12,410 | 67.84 | 614 | 70.56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19,628 | 3.33 | 972 | 4.75 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 5,101 | -3.86 | 253 | -2.70 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 10,470 | 1.24 | 518 | 2.78 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8,345 | 413 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 5,364 | 65.56 | 266 | 67.72 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 31,930 | 3.74 | 1,581 | 5.19 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,517,783 | 0.42 | 75 | 2.74 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 144,029 | 22.34 | 7,131 | 24.06 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1,027 | 51 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 10,709 | 11.56 | 530 | 13.25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 27,433 | 0.24 | 1,358 | 1.19 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 5,467 | 271 | ||||||
| 2025-05-13 | 13F | Forefront Analytics, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 96,655 | 2.46 | 4,785 | 3.91 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 4,528 | -19.49 | 224 | -18.25 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 12,110 | 600 | ||||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 917,482 | 5.88 | 45,425 | 7.37 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3,030 | -3.23 | 150 | -1.32 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 52,743 | -4.79 | 2,611 | -3.44 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 2,571,741 | 36,224.03 | 127,327 | 36,806.09 | ||||
| 2025-04-10 | 13F | Park Edge Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 23 | 0.00 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1,559 | 112.11 | 77 | 113.89 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 93,267 | 14.94 | 4,618 | 16.56 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 21,763 | 1,077 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 64,595 | -9.69 | 3,198 | -8.39 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 49,886 | 149.97 | 2,467 | 153.29 | ||||
| 2025-08-08 | 13F | Creative Planning | 289,663 | -2.07 | 14,341 | -0.68 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 8,137 | 0 | ||||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 27,671 | -7.25 | 1,370 | -5.98 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 7,465 | 77.36 | 370 | 80.49 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 141,784 | 348.81 | 7,020 | 355.19 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 12,165 | 0.00 | 602 | 1.52 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 90,574 | 10.47 | 4,484 | 12.04 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 57,974 | 5.22 | 2,870 | 6.73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,502,534 | 87.15 | 74,391 | 89.80 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 82 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 10,018 | -15.46 | 496 | -14.36 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 19,097 | 0.00 | 945 | 1.39 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 124,929 | 2.44 | 6,178 | 2.83 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 45,413 | -9.23 | 2 | 0.00 | ||||
| 2025-04-15 | 13F | SG Americas Securities, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 183,297 | 4.75 | 9,075 | 6.24 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 4,995 | -1.65 | 247 | 0.00 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 17,018 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 17,402 | -26.44 | 862 | -25.39 | ||||
| 2025-08-26 | NP | ISWAX - Voya Solution Income Portfolio Class ADV | 44,056 | -3.89 | 2,181 | -2.50 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 91,734 | -34.61 | 4,501 | -34.28 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 122,505 | 627.81 | 6,065 | 638.73 | ||||
| 2025-08-12 | 13F | Ade, Llc | 284,142 | -1.40 | 14,068 | -0.01 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1,784,939 | 35.12 | 88,372 | 37.03 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 12 | 1 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 24,113 | 253.05 | 1,194 | 258.26 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 332 | 0.00 | 16 | 0.00 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 4,596 | 228 | ||||||
| 2025-04-23 | 13F | Eagle Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 102,458 | -8.61 | 5,073 | -7.33 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 202,434 | 17,381.35 | 10,023 | 17,796.43 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 88,621 | 4,388 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 6 | 20.00 | 0 | |||||
| 2025-08-12 | 13F | Camden National Bank | 158,070 | 10.63 | 7,826 | 12.20 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 246 | 52.80 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,447,972 | 138.34 | 121,199 | 141.08 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11,061 | -46.47 | 548 | -45.73 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 16,008 | 4.16 | 793 | 5.60 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 16,817 | 0.00 | 821 | 0.00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 26,480 | 69.96 | 1,311 | 72.50 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 21 | 1 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 151,757 | 1.38 | 7,513 | 2.82 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 547 | 0.74 | 27 | 3.85 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 7,497 | 1.43 | 371 | 3.06 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 37,659 | -2.10 | 1,865 | -0.69 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 55,339 | 10.00 | 2,734 | 11.59 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 81,069 | 4.71 | 4,014 | 6.19 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7,128 | 6.52 | 353 | 7.98 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 9,569 | -25.94 | 474 | -24.92 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10,192 | 505 | ||||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 23,050 | 2.28 | 1,141 | 3.73 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 218,775 | -12.78 | 10,832 | -11.55 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Diversified Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 80,469 | 1.05 | 3,984 | 2.50 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 27,400 | 1,357 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5,131 | 19.21 | 254 | 20.95 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 56,949 | 2,820 | ||||||
| 2025-05-13 | 13F | Prudential Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 6,057 | 0.38 | 300 | 1.70 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 93,462 | 1.15 | 4,627 | 2.57 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 121,436 | 1.47 | 6,012 | 2.91 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 5,015 | -4.29 | 248 | -2.75 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 7,160 | 3.08 | 354 | 4.42 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 6,252 | 310 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 81,468 | -11.88 | 4,033 | -10.64 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 10,215 | -6.11 | 506 | -4.90 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 341,459 | 3.72 | 16,890 | 5.09 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 373,805 | 1.27 | 18,507 | 2.70 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,736 | 1.95 | 383 | 3.51 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 34,655 | 14.14 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20,207 | 12.91 | 1,000 | 14.55 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 11,282 | 55.72 | 559 | 58.07 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 598,507 | 20.54 | 29,219 | 19.98 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2,971 | 0.00 | 147 | 1.38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 163,319 | 97.13 | 8,086 | 99.93 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4,337 | 215 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 41,088 | 4.57 | 2,034 | 6.05 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 5,349 | -33.10 | 265 | -32.31 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 18,475 | -2.63 | 915 | -1.30 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 245,766 | 0.36 | 12,168 | 1.77 | ||||
| 2025-08-14 | 13F | Pitcairn Co | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 4,824 | -13.19 | 239 | -12.18 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4,787 | -8.38 | 237 | -7.06 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 5,162 | 256 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 71,455 | 2.97 | 3,522 | 3.99 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,280 | -34.79 | 63 | -33.68 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,413,879 | -17.76 | 69,718 | -16.85 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 45,673 | 32.21 | 2,247 | 32.04 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 386 | -23.11 | 19 | -20.83 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 70,313 | 10.01 | 3,478 | 11.44 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 4,541 | -9.40 | 225 | -8.20 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,235 | -10.96 | 61 | -8.96 | ||||
| 2025-05-07 | 13F | Bellwether Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 45,060 | 5.25 | 2,231 | 6.70 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6,956 | -31.82 | 344 | -30.92 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 112,264 | 2.57 | 5,558 | 4.02 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4,422 | -4.47 | 218 | -3.96 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 4,194 | 4.80 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 153,160 | 6.40 | 7,583 | 7.90 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 23,681 | 3.65 | 1,172 | 5.11 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 81,366 | 4 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 12,026 | 1.61 | 595 | 3.12 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 13,269 | 665.22 | 657 | 680.95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 94,101 | 278.25 | 4,659 | 283.69 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 5,012 | -39.46 | 248 | -39.31 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 31,279 | -9.57 | 1,549 | -8.29 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 45,337 | 0.39 | 2,245 | 1.81 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 186 | -6.53 | 9 | 0.00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 209 | 0.00 | 10 | 0.00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 29 | 0.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 10,050 | 3.48 | 498 | 4.85 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 16,312 | -6.61 | 808 | -5.28 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 31,777 | 3.40 | 1,573 | 4.87 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 398,643 | 6.16 | 19,737 | 7.66 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 20,185 | -9.87 | 999 | -8.60 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 147,478 | 18.29 | 7,302 | 19.96 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8,203 | -12.50 | 406 | -11.16 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 216,808 | 10,734 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 10,356 | 4.56 | 513 | 6.00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 30,455 | -7.91 | 1,508 | -6.63 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 45,623 | 1,077.98 | 2,259 | 1,094.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10,140,088 | 8.92 | 502,036 | 10.46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,891,902 | 3.91 | 192,688 | 5.38 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 6,816 | -9.02 | 337 | -7.67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 361,313 | 3.36 | 17,889 | 4.82 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 635,447 | 7.36 | 31 | 6.90 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 23,825 | 181.39 | 1,180 | 165.54 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 15,893 | 0.65 | 787 | 2.08 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 555,110 | 93.19 | 27,483 | 95.93 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,391 | -53.01 | 463 | -53.19 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 10,009 | -26.08 | 496 | -25.11 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5,068 | 9.70 | 251 | 11.11 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 172,401 | 2.67 | 8,536 | 4.12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 955,339 | -11.24 | 47,299 | -9.98 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 39,049 | -3.66 | 1,933 | -2.28 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 689,338 | -0.75 | 34,129 | 0.65 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 410,836 | -2.91 | 20,341 | -1.54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 24,781 | 3.04 | 1,227 | 4.43 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 7,253,882 | 36.85 | 359,140 | 38.78 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 985,436 | 53.07 | 48,789 | 55.23 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 26,896 | 1.85 | 1,332 | 3.26 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 154,447 | -0.02 | 7,647 | 1.39 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 390,092 | 0.71 | 19,044 | 0.24 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 878 | 0.00 | 43 | 2.38 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 29,989 | 1,485 | ||||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 54,141 | 13.24 | 2,681 | 14.82 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 11,171 | -12.97 | 553 | -11.66 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4,859 | -70.63 | 241 | -70.26 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 7,921 | 5.28 | 392 | 6.81 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,107,322 | 1,173.11 | 54,824 | 1,191.17 | ||||
| 2025-04-23 | 13F | First Pacific Financial | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Eukles Asset Management | 186 | 0.00 | 9 | 0.00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4,975 | 246 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 142,332 | 20.93 | 7,047 | 22.62 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 15,922 | 788 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 32,600 | 2.63 | 1,614 | 4.13 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 606,529 | -0.04 | 30,029 | 1.37 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 84,091 | 1.44 | 4,163 | 2.87 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 15,153 | -93.68 | 750 | -93.59 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 316 | 0.00 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9,524 | 11.30 | 472 | 12.41 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 115,129 | -0.31 | 5,700 | -0.38 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1,681 | 3,554.35 | 83 | 4,050.00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 120,894 | 1.09 | 5,985 | 2.52 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 559,200 | 27,686 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 40,197 | 8.40 | 1,990 | 9.94 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 112,673 | 2.60 | 5,578 | 4.05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56,623 | 29.25 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,491 | 1.47 | 123 | 3.36 | ||||
| 2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 2,616 | -6.20 | 130 | -5.15 | ||||
| 2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 31,546 | -3.00 | 1,560 | -3.11 | ||||
| 2025-08-07 | 13F | PFG Advisors | 72,885 | -9.14 | 3,609 | -7.87 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 18,440 | 35.54 | 913 | 37.35 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 771,156 | 16.76 | 38,180 | 18.41 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 45,592 | -0.62 | 2,257 | 0.80 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 13,178 | 0.00 | 652 | 1.40 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7,425 | -3.35 | 368 | -2.13 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 14,065 | -9.58 | 696 | -8.30 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 399,474 | 14.55 | 19,778 | 16.17 | ||||
| 2025-05-15 | 13F | Pinnacle Financial Group, LLC / IL | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 248,675 | -1.26 | 12,312 | 0.13 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4,329 | 213 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Flagstone Financial Management | 395,760 | 8.24 | 19,594 | 9.78 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,462 | 0.00 | 72 | 1.41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 47,508 | 4.68 | 2,352 | 6.19 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,975 | -94.40 | 444 | -94.33 | ||||
| 2025-05-06 | 13F | Retirement Income Solutions, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 330 | -2.08 | 16 | 0.00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 22,414 | -34.28 | 1,110 | -33.39 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 200,326 | 2.85 | 9,918 | 4.31 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 100 | 0.00 | 5 | 0.00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 37,932 | -33.51 | 1,878 | -32.57 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 53,231 | -7.45 | 2,635 | -6.16 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 4,400 | 218 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 17,769 | 6.77 | 880 | 8.25 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 31,024 | 10.67 | 1,536 | 12.21 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 17,488 | 0.44 | 866 | 1.76 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 22,178 | -33.97 | 1,098 | -33.01 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 23,850 | -1.17 | 1,181 | -0.34 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 147,478 | 0.00 | 7,200 | 0.00 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 8,321 | -0.61 | 412 | 0.74 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 9,200 | 456 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4,239 | -17.63 | 210 | -16.73 | ||||
| 2025-07-24 | NP | HTFNX - Horizon Tactical Fixed Income Fund Investor Class | 533,681 | 267.96 | 26,391 | 267.60 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 18,631 | -3.11 | 922 | -1.71 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 23,604 | 3.14 | 1,169 | 4.57 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 5,334 | 3.41 | 264 | 5.18 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 21,950 | 357.10 | 1,087 | 364.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 168 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 31,200 | 194.34 | 1,545 | 198.65 | |||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 5,648 | -11.65 | 280 | -10.58 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 4,576 | 0.00 | 227 | 1.35 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,842 | 2.91 | 240 | 4.37 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 111 | 0.00 | 5 | 0.00 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 355,025 | 11,213.73 | 17,577 | 11,388.24 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 41,057 | -45.03 | 2,032 | -44.27 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 14,410 | 137.36 | 1 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 19,095 | 103.18 | 945 | 106.33 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18,640 | 0.18 | 923 | 1.54 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of Hawaii | 47,645 | 58.26 | 2,359 | 60.52 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4,244 | -4.24 | 210 | -2.78 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 28,113 | -15.25 | 1,392 | -14.08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 368,666 | -3.74 | 18,201 | -2.65 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 15,552 | -21.79 | 770 | -20.72 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6,127 | -0.29 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18,450 | 34.07 | 913 | 36.07 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 110,406 | -1.73 | 5,466 | -0.35 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 381,715 | 10.55 | 18,899 | 11.59 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 23,236 | -3.82 | 1,150 | -2.46 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 0 | 0 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 16,845 | 0.62 | 834 | 1.96 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 11,434 | -23.67 | 566 | -22.57 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 34,550 | 1,711 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 611,633 | 2.19 | 30,282 | 3.63 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 83 | 0.00 | 4 | 0.00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5,000 | 248 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 207,905 | 10.76 | 10,293 | 12.30 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 314,450 | 207.40 | 15,564 | 211.70 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 335 | -45.08 | 17 | -44.83 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8,482 | 13.97 | 420 | 15.43 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 4,385 | 217 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 36,487 | 7.29 | 1,806 | 8.80 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 1,323,899 | 3.07 | 65,387 | 4.46 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 582 | 0.00 | 29 | 0.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 51,100 | -12.50 | 2,530 | -11.29 | ||||
| 2025-08-26 | NP | ISZAX - Voya Solution 2025 Portfolio Class ADV | 111,060 | -3.76 | 5,499 | -2.40 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 22,380 | -16.33 | 1,108 | -15.10 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 138,403 | 0.86 | 6,852 | 2.28 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 486 | -11.80 | 24 | -7.69 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 9,683 | 479 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7,330 | 363 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 8,188 | 0.00 | 405 | 1.50 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 61,789 | 3,059 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 20,256 | -1.26 | 1,003 | -0.79 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 649,572 | -0.17 | 32,160 | 1.24 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 8,341 | 1.60 | 413 | 3.00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 8,361 | -7.05 | 413 | -6.15 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 346,225 | 4.25 | 17,155 | 5.31 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 277,854 | -16.28 | 13,757 | -15.10 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 291 | 196.94 | 14 | 250.00 | ||||
| 2025-08-26 | NP | ICGTX - Voya Solution Conservative Portfolio Class S2 | 48,666 | -5.05 | 2,409 | -3.72 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6,485 | -16.03 | 320 | -15.38 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 6,295 | 0.62 | 312 | 1.97 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 202,119 | -0.84 | 10,007 | 0.56 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 109,897 | 3.29 | 5,441 | 4.76 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5,742,153 | 2.92 | 284,294 | 4.37 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 32,064 | 0.65 | 1,587 | 2.06 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,496 | 1.36 | 74 | 2.78 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 34,019 | 79.05 | 1,684 | 81.66 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 142,742 | 174.92 | 7,067 | 175.62 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 7 | 0 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 716,306 | -6.69 | 35 | -5.41 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 60 | -89.29 | 3 | -92.59 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 4,700 | 0.00 | 232 | 0.43 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 212,473 | 10.71 | 10,520 | 12.07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 126,881,852 | 0.90 | 6,281,920 | 2.33 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,871 | -3.24 | 241 | -1.63 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 13,487 | -13.03 | 668 | -12.47 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 222 | 11 | ||||||
| 2025-04-30 | 13F | Brown Financial Advisory | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4,514,193 | 6.69 | 223,498 | 8.20 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 42,520 | 7.16 | 2,105 | 8.67 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 444 | 22 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1,567 | 0.00 | 78 | 1.32 | ||||
| 2025-06-27 | NP | GAA - Cambria Global Asset Allocation ETF | 51,706 | 0.00 | 2,562 | 0.79 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 22,114 | -11.69 | 1,095 | -10.91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1 | 0 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 97,635 | -1.49 | 4,834 | -0.10 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 8,384 | -12.96 | 415 | -11.70 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,862,622 | 120.06 | 92,218 | 123.17 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 88,989 | 0.92 | 4,406 | 2.32 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 39,379 | -1.21 | 1,950 | 0.15 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 125,204 | 6,199 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 165,133 | 3.90 | 8,176 | 5.36 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 18,770 | 0.15 | 930 | 1.64 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 104,552 | 10.21 | 5,176 | 11.77 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 22,846 | -5.15 | 1,131 | -3.74 | ||||
| 2025-04-28 | 13F | Milestone Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 17,916 | -3.79 | 875 | -4.27 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 74,080 | -2.30 | 3,668 | -0.92 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 19,180 | 319.14 | 950 | 325.56 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 138,333 | 16.36 | 6,818 | 17.15 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4,479 | 0.79 | 221 | 1.85 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 17,171 | 6.79 | 1 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18,775 | 86.59 | 930 | 89.21 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 22,285 | 4.71 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 109 | 289.29 | 5 | 400.00 | ||||
| 2025-07-16 | 13F | American National Bank | 7,354 | -0.35 | 364 | 1.11 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 5,206 | 0.64 | 257 | 0.78 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 158,000 | -17.67 | 7,823 | -16.61 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4,474 | -1.95 | 222 | -0.45 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 119,093 | 0.02 | 5,896 | 1.43 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 26,733 | 5.03 | 1,324 | 6.52 | ||||
| 2025-04-08 | 13F | Lowe Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 4,202 | 208 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 61 | 3 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 25,177 | -7.22 | 1,247 | -5.89 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 24,313 | 63.15 | 1,204 | 65.47 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 29,207 | -7.68 | 1,446 | -6.35 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 45,847 | 55.00 | 2,270 | 57.13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4,609 | 9.01 | 228 | 10.68 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 162 | 74.19 | 8 | 100.00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 37,393 | 1.84 | 1,851 | 3.29 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 8 | -84.62 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 58,563 | 8.35 | 2,899 | 9.89 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 242,242,270 | 5.09 | 11,993,415 | 6.57 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 256 | 0.00 | 13 | 0.00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 19,778 | 979 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 657,216 | 1.54 | 32,539 | 2.98 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 253 | 18.78 | 13 | 20.00 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 93,509 | 14.58 | 4,630 | 16.19 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 121,035 | -0.30 | 5,992 | 1.11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 16,884 | 37.27 | 836 | 39.17 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 882 | 44 | ||||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 6,071 | -3.92 | 301 | -2.60 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 486 | 24 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8,849 | 4.67 | 438 | 6.31 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 179,000 | -67.23 | 8,862 | -66.81 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 22 | 1 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 28,879 | 45.84 | 1 | |||||
| 2025-07-29 | NP | BNDW - Vanguard Total World Bond ETF ETF Shares | 12,405,306 | 18.87 | 613,442 | 18.75 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10,740 | 532 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 7,762 | 0.50 | 384 | 1.86 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 36,743 | 2.39 | 1,819 | 3.88 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 36,365 | -2.00 | 1,800 | -0.61 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14,308 | -16.60 | 708 | -15.41 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 242,463 | -0.58 | 12,004 | 0.82 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 45,127 | 2.20 | 2,234 | 3.67 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 162,725 | 1.73 | 8 | 14.29 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,908 | 0.00 | 94 | 1.08 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 574,702 | -3.12 | 28,454 | -4.60 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 | -99.97 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 8,957 | -35.22 | 443 | -34.27 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 7,625 | 3.29 | 378 | 4.72 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 5,692 | 1.99 | 282 | 3.31 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 20,097 | -0.61 | 995 | 0.71 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 76,984 | 8.21 | 3,811 | 9.73 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17,523,971 | -4.56 | 868 | -3.24 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 28,077 | 1,390 | ||||||
| 2025-04-10 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5,546 | 0.54 | 275 | 1.86 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 43,844 | 2,171 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 409,064 | -2.27 | 20,253 | -0.89 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 5,810 | 2.78 | 288 | 4.36 | ||||
| 2025-05-15 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 5,093 | 252 | ||||||
| 2025-07-23 | 13F | First Merchants Corp | 6,781 | -50.86 | 336 | -50.22 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 12,419 | 615 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 201,360 | 5.67 | 9,969 | 7.17 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 189 | 0.00 | 9 | 0.00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7,743 | 383 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 796,712 | 14.42 | 39,445 | 16.04 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 4,411 | -2.26 | 218 | -0.91 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 16,494 | 66.07 | 817 | 68.60 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 17,013 | -11.73 | 842 | -10.43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4,400 | -16.98 | 218 | -15.89 | |||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7,055 | 349 | ||||||
| 2025-07-25 | 13F | Parker Financial LLC | 332,773 | 4.46 | 16,474 | 5.92 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 94,018 | 6.25 | 3,539 | 9.91 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | 0 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 41,589 | -0.53 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6,537 | -19.17 | 324 | -18.02 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6,580 | -10.96 | 326 | -9.72 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1,236,615 | 2.13 | 61,225 | 3.57 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4,235 | 210 | ||||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 279,295 | -4.23 | 13,828 | -2.88 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6,121 | 303 | ||||||
| 2025-04-09 | 13F | Affiance Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 13,155 | -0.13 | 651 | 1.24 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 8,112 | -10.67 | 402 | -9.48 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 10,526 | 0.00 | 521 | 1.56 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7,996 | 0.03 | 396 | 1.28 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 208,411 | 3.17 | 10,318 | 4.62 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,163,511 | 88.99 | 58 | 90.00 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 33,218 | -1.37 | 1,645 | 0.00 | ||||
| 2025-04-29 | 13F | Avantax Planning Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6,807 | -44.35 | 337 | -43.55 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 27,644 | 0.77 | 1,369 | 2.17 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,074 | -88.93 | 449 | -88.78 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 16,894 | 836 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 26,340 | 1.67 | 1,286 | 1.18 | ||||
| 2025-08-12 | 13F | Prudential Plc | 86,815 | -7.69 | 4,298 | -6.38 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 384 | 137.04 | 19 | 171.43 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 57,069 | -0.84 | 2,825 | 0.57 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,641,442 | 0.14 | 131 | 1.56 | ||||
| 2025-08-14 | 13F | Comerica Bank | 224,959 | -12.15 | 11,138 | -10.90 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 426,946 | 1.58 | 21,138 | 3.02 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4,229 | -7.68 | 209 | -6.28 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 218,726 | -4.82 | 10,829 | -3.47 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 30,819 | 2.39 | 1,526 | 3.81 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5,245 | -13.25 | 260 | -12.20 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 120 | 6 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 75,850 | 8.76 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 6,250 | 0.00 | 309 | 1.31 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 835 | 15.33 | 41 | 17.14 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 45,810 | 4.24 | 2,268 | 5.73 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 183,379 | -3.90 | 9,079 | -2.53 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 191,672 | 0.64 | 9,490 | 105,333.33 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,421 | 70 | ||||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 69,839 | -8.69 | 3,458 | -7.39 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 8,873 | -2.48 | 439 | -1.13 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 5,406 | 268 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 14,510 | 718 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 33,931 | 2 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 6,217 | -22.58 | 308 | -21.68 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 11,406 | 0.64 | 565 | 1.99 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,297 | -49.51 | 361 | -48.79 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 410,259 | 9.57 | 20,312 | 11.12 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 354,158 | 20.26 | 17,517 | 21.83 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 60,820 | 12.60 | 3,011 | 14.18 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 26,563 | -11.17 | 1,315 | -9.87 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 8,628 | 427 | ||||||
| 2025-07-31 | 13F | City State Bank | 139,852 | -3.77 | 6,924 | -2.40 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 38,054 | -1.14 | 1,884 | 0.27 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 798 | 0.00 | 40 | 2.63 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 52,500 | 2,599 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 554 | -30.05 | 27 | -28.95 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11,190 | -26.50 | 554 | -25.64 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 141,022 | 0.87 | 6,937 | 0.38 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 12,260 | -5.26 | 607 | -3.96 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 12,295 | -2.01 | 609 | -0.65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 392,869 | 0.12 | 19,446 | 1.50 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 101,636 | 35.50 | 5,032 | 37.45 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 68 | 750.00 | 3 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 56,007 | 4.55 | 2,773 | 6.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 24,034 | 10.38 | 1,190 | 10.50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,231,025 | 43.74 | 60,948 | 45.77 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5,316 | 1.96 | 263 | 3.54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4,110 | 203 | ||||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 32,270 | 2.63 | 1,598 | 4.04 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 7,401 | 0.01 | 366 | 1.39 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 4,678 | 0.00 | 232 | 1.32 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 16,715 | 21.96 | 828 | 23.62 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 312,881 | 8.90 | 15,491 | 10.44 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4,119 | -48.69 | 204 | -48.08 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 94,819 | 4,694 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 529,679 | 3.02 | 26,103 | 3.82 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 91,686 | 4,539 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 730,679 | 5,693.98 | 36,176 | 5,782.11 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 441,039 | 9.96 | 21,836 | 11.51 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 6,950 | -8.79 | 344 | -7.53 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 5,570 | -37.81 | 276 | -37.07 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 719,342 | 2.74 | 35,615 | 4.19 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 288,555 | 1.55 | 14,286 | 2.98 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 376,548 | -17.68 | 18,643 | -16.52 | ||||
| 2025-08-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 46,969 | -11.11 | 2,325 | -9.85 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 8,637 | 28.20 | 428 | 30.18 | ||||
| 2025-08-06 | 13F | Simmons Bank | 11,116 | -2.46 | 550 | -1.08 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12,442 | 20.41 | 616 | 22.22 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 3,419 | 1,020.98 | 169 | 1,107.14 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6,221 | 148.15 | 308 | 152.46 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 1,222,395 | 12.72 | 60,521 | 14.31 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 26,240 | 5.73 | 1,299 | 7.27 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4,341 | -6.38 | 215 | -5.31 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 35,486 | -39.24 | 1,763 | -38.18 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8,709 | 62.03 | 431 | 64.50 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 516,297 | 6.53 | 25,562 | 8.03 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 38,936 | 67.83 | 1,928 | 70.23 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 230,047 | -60.83 | 11,390 | -60.27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 424,200 | 13.06 | 21 | 16.67 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 60,264 | 644.09 | 2,942 | 641.06 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 32,795 | -0.23 | 1,624 | 1.18 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 27,453 | 40.37 | 1,359 | 42.45 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 45,461 | 367.61 | 2,251 | 374.68 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 5,750 | 0.00 | 285 | 1.43 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 16,353 | 10.65 | 806 | 11.79 | ||||
| 2025-07-10 | 13F | P/E Global LLC | 1,518,013 | 6.09 | 75 | 8.70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 68,008 | 207.59 | 3 | 200.00 | ||||
| 2025-05-15 | 13F | Finward Bancorp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 743 | -4.38 | 37 | -2.70 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 160,328 | -2.35 | 8 | -12.50 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 26,903 | 30.60 | 1,313 | 30.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 182,168 | 1.96 | 9,019 | 3.41 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5,265 | -6.10 | 261 | -4.76 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Umb Bank N A/mo | 8 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7,979 | 16.28 | 395 | 17.91 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 894,660 | 6.30 | 44,295 | 7.80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,696,212 | 1.35 | 84 | 2.47 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 241,947 | 1.25 | 11,944 | 2.01 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 66,612 | 3,298 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2,251 | 5.04 | 111 | 6.73 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 33,198 | 162.48 | 1,644 | 166.29 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 13,570 | 9.42 | 672 | 10.91 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 12,812 | 18.75 | 634 | 20.53 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 12,447 | 4.73 | 615 | 5.13 | ||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 3,300 | -91.83 | 163 | -91.74 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 109,726 | 1.50 | 5,433 | 2.94 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 61,229 | 156.13 | 3,031 | 159.73 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 6,015 | -20.14 | 298 | -19.07 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 6,797 | 31.11 | 337 | 32.81 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,056 | -82.69 | 52 | -82.49 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 50,170 | 2,474 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 496,979 | 361.20 | 24,588 | 367.81 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 13,649 | 0.31 | 676 | 1.66 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 104,882 | -37.32 | 5,193 | -36.44 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 200,915 | 5.72 | 9,947 | 7.21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 143 | 78.75 | 7 | 133.33 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14,611 | 19.80 | 723 | 21.51 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 4,290 | 212 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 498 | 0.00 | 25 | 0.00 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 45,193 | 7.47 | 2,238 | 8.96 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 8,529 | 99.51 | 422 | 102.88 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 384 | 137.04 | 19 | 171.43 | ||||
| 2025-05-13 | 13F | State of New Jersey Common Pension Fund D | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4,181 | 207 | ||||||
| 2025-08-11 | 13F | Eq Llc | 12,626 | 625 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4,627 | 229 | ||||||
| 2025-07-07 | 13F | Trust Co | 195,836 | -4.61 | 9,696 | -3.26 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,373 | -14.94 | 264 | -14.29 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 367 | 18 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 21,187 | -2.60 | 1,049 | -1.23 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 10,639 | -53.27 | 525 | -52.75 | ||||
| 2025-08-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rinkey Investments | 267,625 | 2.10 | 13,250 | 3.54 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 49,335 | 7.69 | 2,443 | 9.21 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 11,089 | -2.00 | 549 | -0.54 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1,533 | 75 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7,526 | 0.19 | 373 | 1.64 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 58,872 | 2.80 | 2,915 | 4.26 | ||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 45,976 | -0.85 | 2,274 | -0.96 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 32,892 | -63.20 | 1,628 | -62.69 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 95,173 | -33.74 | 4,712 | -32.79 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 192,207 | 9,516 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 105,111 | 5,204 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 86,808 | 0.84 | 4,298 | 2.26 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 94,623 | 4,685 | ||||||
| 2025-08-14 | 13F | FIL Ltd | 373,312 | 10.59 | 18,483 | 12.15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 173,445 | 90.86 | 8,587 | 93.58 |
Other Listings
| MX:BNDX |
