Mga Batayang Estadistika
| Pemilik Institusional | 357 total, 357 long only, 0 short only, 0 long/short - change of 3.76% MRQ |
| Alokasi Portofolio Rata-rata | 0.4758 % - change of -7.20% MRQ |
| Saham Institusional (Jangka Panjang) | 157,901,007 (ex 13D/G) - change of 25.86MM shares 19.59% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,897,097 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF (US:BSCR) memiliki 357 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 157,901,007 saham. Pemegang saham terbesar meliputi Lido Advisors, LLC, Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Laurel Wealth Advisors LLC, Bank Of America Corp /de/, UBS Group AG, Raymond James Financial Inc, Invesco Ltd., and Hartland & Co., LLC .
Struktur kepemilikan institusional Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF (NasdaqGM:BSCR) 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 19.75 / share. Previously, on September 6, 2024, the share price was 19.73 / share. This represents an increase of 0.10% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | CRA Financial Services, LLC | 131,120 | 8.50 | 2,577 | 8.83 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 105,069 | 5.71 | 2,065 | 6.01 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 137,394 | 5.38 | 2,700 | 5.68 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1,617,265 | 3.24 | 31,779 | 3.56 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37,202 | 235.30 | 731 | 236.87 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 242,104 | -1.77 | 4,757 | -1.47 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 792 | 16 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 362,645 | 5.91 | 7,143 | 6.49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24,482 | -22.15 | 481 | -21.92 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 11,902 | 0.00 | 234 | 0.00 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 86,619 | 276.96 | 1,699 | 277.33 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 13,004 | 0.00 | 256 | 0.39 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16,104 | -2.29 | 316 | -1.86 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 709,191 | 4.19 | 13,936 | 4.52 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 276,241 | 3.58 | 5,428 | 3.91 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 31,429 | 7.86 | 618 | 8.25 | ||||
| 2025-07-28 | 13F | Tlwm | 1,159,357 | 1.01 | 22,781 | 1.32 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,411 | 1,019.84 | 28 | 1,250.00 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 173,429 | -3.79 | 3,408 | -3.51 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 27,952 | -98.87 | 549 | -98.87 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 104,724 | 10.33 | 2,058 | 10.65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 227,043 | 17.75 | 4,461 | 18.11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,055,476 | -0.55 | 20,744 | -0.25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 135,146 | 5.98 | 2,656 | 6.29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14,968 | 294 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 28,145 | -1.49 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 339,004 | -15.22 | 6,661 | -14.96 | ||||
| 2025-07-24 | 13F | Eastern Bank | 22,125 | -72.96 | 435 | -72.93 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 322,223 | 1.36 | 6,332 | 1.67 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 185,160 | -50.13 | 3,641 | -49.94 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 70,078 | 1,376 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 844,898 | 8.71 | 16,602 | 9.04 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 74,691 | -2.14 | 1,468 | -1.87 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 802,891 | -7.71 | 16 | -11.76 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 63,067 | 7.01 | 1,239 | 7.37 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 711,259 | 4.84 | 13,976 | 5.17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,882,353 | 2.71 | 174,538 | 3.02 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27,672 | 67.66 | 544 | 68.11 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 3,960 | 0.00 | 78 | 0.00 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2,001 | 0.00 | 39 | 0.00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,057 | -3.29 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 51,200 | 5.08 | 1,009 | 5.65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,815,374 | 1.24 | 94,622 | 1.55 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 52,951 | 3.93 | 1,040 | 4.21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 51,119 | 1,004 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 80,055 | 1,573 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,415,100 | 0.25 | 47,457 | 0.56 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 33,142 | -4.10 | 651 | -3.84 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3,035 | 0.00 | 60 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 50,357 | -19.85 | 990 | -19.59 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 251,093 | -8.94 | 4,934 | -8.67 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 173,053 | 4.75 | 3,400 | 5.07 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 13,276 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 16,023 | 0.00 | 315 | 0.32 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56,905 | 7.14 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 28,179 | 96.78 | 554 | 97.50 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 47,010 | 2.15 | 924 | 2.44 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,000,991 | 10.91 | 78,619 | 11.25 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19,266 | -0.70 | 379 | -0.53 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 55,384 | 24.80 | 1,088 | 25.20 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 186,355 | 1.23 | 3,662 | 1.53 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 102,039 | 10.06 | 2,005 | 10.41 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,615 | 0.00 | 32 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 269 | -14.06 | 5 | -16.67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 658 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,180 | -23.08 | 23 | -23.33 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 432,241 | 3.19 | 8,513 | 3.63 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 41,522 | 816 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 222,479 | -3.96 | 4,372 | -3.68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 200,699 | 4 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 46,712 | 4.48 | 918 | 4.80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 32,982 | 0.56 | 648 | 0.93 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 61,863 | -4.31 | 1,216 | -4.03 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,320 | 8.97 | 163 | 9.40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 316,725 | -17.50 | 6,224 | -17.26 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 174,068 | 4.53 | 3,420 | 4.84 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 29,023 | -4.93 | 570 | -4.68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 177 | -71.63 | 3 | -75.00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 40,410 | 1.55 | 794 | 1.93 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 47,700 | 64.28 | 934 | 67.38 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 25,265 | -27.54 | 497 | -27.38 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 390,775 | 3.98 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 101,114 | 2 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 116,613 | 0.53 | 2,292 | 0.84 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 748,053 | 1.76 | 14,699 | 2.08 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 4,375 | 0.00 | 86 | 0.00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 812,048 | -5.30 | 15,957 | -5.01 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5,142,382 | 1,914.23 | 262 | -94.78 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 50,644 | 3.28 | 995 | 3.65 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 18,370 | 361 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 137,240 | -14.90 | 2,697 | -14.66 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 44,489 | -1.86 | 874 | -1.58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12,607 | 0.00 | 248 | 0.41 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 343,326 | 4.25 | 6,746 | 4.57 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 439,971 | 2.17 | 8,645 | 2.49 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 30,631 | 86.51 | 602 | 87.23 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 205 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 496,580 | 0.29 | 9,758 | 0.60 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 17,278 | 54.56 | 340 | 55.50 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,275 | 0.00 | 104 | 0.00 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 684,997 | 4.38 | 13,460 | 4.70 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 139,729 | 2,722 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 31,865 | 130.04 | 626 | 131.00 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 114,769 | 2.08 | 2,255 | 2.41 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 21,625 | 0.00 | 425 | 0.24 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 193,320 | 14.62 | 4 | 0.00 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 93,424 | -9.65 | 1,836 | -9.38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,419,533 | 4.56 | 27,894 | 4.88 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 205,294 | 0.55 | 4,034 | 0.88 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 37,879 | 188.84 | 744 | 190.63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 243,148 | 58.35 | 4,778 | 58.81 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 46,113 | 3.44 | 906 | 3.78 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 622,372 | 4.10 | 12,230 | 4.42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6,224,885 | 4.84 | 122,319 | 5.16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1,452,466 | -5.16 | 28,541 | -4.87 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 61,306 | 18.82 | 1,205 | 19.21 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 14,629 | 14.14 | 287 | 14.34 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 22,926 | 0.08 | 450 | 0.45 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 39,261 | 1.08 | 771 | 1.45 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 567,995 | 0.34 | 11,161 | 0.65 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 88,581 | -0.48 | 1,741 | -0.17 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 11,259 | 0.00 | 221 | 0.45 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1,675,353 | 5.68 | 32,921 | 6.00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 102,320 | -18.41 | 2,011 | -18.16 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 82,907 | 1.08 | 1,629 | 1.43 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 62,091 | 0.00 | 1,220 | 0.33 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Ramiah Investment Group | 17,744 | 31.71 | 348 | 32.44 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 15,824 | 10.69 | 311 | 11.47 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 417,584 | -0.03 | 8 | 0.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 30,443 | 0.00 | 598 | 0.34 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Moller Financial Services | 20,000 | 0.00 | 393 | 0.51 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 178,168 | 0.86 | 3,501 | 1.18 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 784,423 | 4.18 | 15,414 | 4.49 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 90,300 | 5.50 | 1,774 | 5.85 | ||||
| 2025-07-31 | 13F | United Community Bank | 5,500 | 0.00 | 108 | 0.93 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 67,181 | 7.88 | 1,320 | 8.29 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 67,105 | 1,319 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 7,418 | 0.00 | 146 | 0.69 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 72,014 | 610.06 | 1,415 | 614.65 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 21,335 | 12.67 | 419 | 13.24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 73,460 | 3.00 | 1,443 | 3.29 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,028 | 0.00 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36,297 | 1.24 | 713 | 1.57 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 17,696 | 6.39 | 348 | 6.77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 923,717 | 15.12 | 18 | 20.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13,185 | 0.00 | 259 | 0.39 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 507,778 | 2.22 | 9,978 | 2.53 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 61,897 | -2.97 | 1,216 | -2.64 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4,134 | 1.08 | 81 | 1.25 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 27,062 | -29.57 | 532 | -29.39 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 439,526 | 10.78 | 8,637 | 11.12 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,060,598 | 7.09 | 20,841 | 7.41 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 218,666 | 5.96 | 4,297 | 6.28 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 6,383 | 125 | ||||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 301,243 | 6.87 | 5,919 | 7.21 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 90,975 | 9.32 | 1,788 | 9.63 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 1,725 | 0.47 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 24,418 | 1.01 | 480 | 1.27 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 54,846 | -0.70 | 1,078 | -0.46 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9,781 | 0.00 | 192 | 0.52 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16,125 | 42.66 | 317 | 42.34 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 88,408 | 9.36 | 1,737 | 9.73 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18,950 | 372 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2,410,055 | 5.36 | 47,358 | 5.68 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2,984,509 | 13.90 | 58,646 | 14.25 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 295,702 | 2.86 | 5,811 | 3.18 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10,373 | 0.00 | 204 | 0.00 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 28,130 | -78.39 | 553 | -78.35 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12,489 | 0.01 | 245 | 0.41 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 133,372 | -0.44 | 2,621 | -0.15 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 51,503 | -24.02 | 1,010 | -23.62 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 21,549 | 40.18 | 423 | 40.53 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11,992 | 236 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 36,181 | 7.90 | 711 | 8.23 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 58,921 | 7.92 | 1,158 | 8.23 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 17,415 | -0.28 | 342 | 0.00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 38,145 | 35.73 | 750 | 36.18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 290,189 | 1.94 | 5,702 | 2.26 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 480,767 | 6.68 | 9,447 | 7.01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,176 | 1,935.20 | 200 | 2,111.11 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 56,267 | 0.00 | 1,102 | 0.00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 10,754 | 0.00 | 211 | 0.48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67,311 | 2.16 | 1,323 | 2.48 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 10,336 | 0.44 | 203 | 1.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 282,553 | 5,552 | ||||||
| 2025-07-15 | 13F | Tenon Financial LLC | 137,728 | 4.99 | 2,706 | 5.33 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 380,773 | 218.33 | 7,482 | 219.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 132,649 | 495.29 | 2,607 | 497.71 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 27,110 | 0.00 | 1 | |||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 69,422 | 4.67 | 1,364 | 5.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,019 | 79 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 78,609 | 1.04 | 1,545 | 1.31 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 55,172 | 0.36 | 1,084 | 0.74 | ||||
| 2025-08-08 | 13F | Creative Planning | 153,256 | -4.35 | 3,011 | -4.05 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 263,792 | 5.05 | 5,184 | 5.37 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 115,980 | 1.61 | 2,279 | 1.92 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 19,653 | 22.90 | 0 | |||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 97,750 | 0.00 | 1,921 | 0.31 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23,330 | 458 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 716 | 14 | ||||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,525 | 0.00 | 30 | 0.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 62,695 | -20.55 | 1,232 | -20.32 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 949,611 | 0.02 | 18,649 | 0.25 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 42,289 | 21.76 | 831 | 22.06 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 158,046 | -2.96 | 3,106 | -2.66 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 29,694 | 583 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75,007 | 129.91 | 1,474 | 130.52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 231,231 | -32.31 | 4,544 | -32.10 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 14,719 | -26.29 | 289 | -26.09 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 44,280 | 870 | ||||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 46,186 | 0.00 | 908 | 0.33 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 130,524 | -4.59 | 2,565 | -4.29 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 102,579 | 1.16 | 2,016 | 1.46 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 10,159 | 0.00 | 200 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 196,108 | 4.91 | 3,854 | 5.24 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 25,828 | 4.20 | 508 | 4.54 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 189,438 | 20.26 | 3,722 | 20.65 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 58,306 | 3.53 | 1,146 | 4.00 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 66,710 | 0.00 | 1,311 | 0.31 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 40,461 | 11.08 | 795 | 11.50 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 10,864 | 213 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 47,368 | -1.50 | 931 | -1.27 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 35,349 | -27.45 | 695 | -27.25 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 319,044 | 1.67 | 6,269 | 1.98 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 901,386 | 6.76 | 17,711 | 7.07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7,265 | 7.85 | 143 | 8.40 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3,023 | 0.00 | 59 | 0.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 428,670 | 8,423 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12,002 | -0.23 | 236 | 0.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,426,509 | 0.23 | 47,681 | 0.53 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 145,721 | -0.85 | 2,863 | -0.56 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 27,241 | 13.20 | 535 | 14.32 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 198,093 | 8.19 | 3,893 | 8.53 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 515,237 | 0.00 | 10,093 | 0.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 39,657 | -1.01 | 779 | -0.64 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 59 | 1 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 35,068 | -12.02 | 689 | -11.78 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 508,564 | 1.02 | 9,993 | 1.33 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 35,947 | 0.00 | 706 | 0.86 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 20,073 | 0.00 | 394 | 0.25 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 73,852 | -1.72 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 168,329 | 27.39 | 3,308 | 27.78 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 7,400 | 211 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20,300 | 7.80 | 399 | 8.15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 692,706 | 12.73 | 13,612 | 13.08 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4,846 | 0.00 | 95 | 1.06 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 62,785 | 2.13 | 1,234 | 2.41 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,433 | 0.43 | 107 | 0.95 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 90,083 | -6.69 | 1,770 | -6.40 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 479,795 | 0.35 | 9,428 | 0.65 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 41,522 | 279.68 | 816 | 280.84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 241,046 | 20.01 | 4,737 | 20.45 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24,373 | -2.13 | 479 | -1.85 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 15,276 | -24.42 | 300 | -24.05 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 122,772 | -44.43 | 2,412 | -44.27 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 17,885 | 3.24 | 351 | 3.54 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 52,410 | 38.46 | 1,030 | 39.62 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 380,731 | -0.20 | 7,481 | 0.11 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 128,310 | -0.69 | 2,521 | -0.36 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 28,040 | 0.50 | 551 | 0.73 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14,589 | 110.43 | 287 | 111.85 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 16,051 | -5.07 | 315 | -4.83 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 114,033 | -0.01 | 2,241 | 0.27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 80,878 | 0.87 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 49,557,795 | 70.04 | 973,811 | 70.56 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 85,723 | -18.18 | 1,684 | -17.93 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 3,212 | 0.00 | 63 | 1.61 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 787 | 0.00 | 15 | 0.00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 336,298 | 3.33 | 6,608 | 4.01 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 7,982 | -18.36 | 157 | -18.32 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 555 | 0.00 | 11 | 0.00 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,524 | 30 | ||||||
| 2025-05-08 | 13F | Mesirow Financial Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 613,937 | 5.81 | 12 | 9.09 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,973 | 39 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,777,610 | 2.98 | 54,580 | 3.29 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 262,997 | 10.41 | 5,168 | 10.74 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 22,430 | -10.03 | 441 | -9.84 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 63,627 | 3.04 | 1,250 | 3.39 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 448,870 | -6.71 | 8,820 | -6.42 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 40,067 | 2.17 | 1 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,061 | 0.00 | 80 | 0.00 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 32,841 | 135.00 | 645 | 136.26 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 33,799 | 110.87 | 664 | 112.14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 44,181 | 868 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 242,656 | 11.34 | 4,768 | 11.69 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 33,613 | 0.05 | 660 | 0.30 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 30,660 | 0.99 | 601 | 1.52 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 30,044 | 7.89 | 590 | 8.26 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 27,710 | 5.93 | 545 | 6.25 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 944,028 | -11.58 | 18,550 | -11.30 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 210,523 | -0.65 | 4,137 | -0.36 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10,122 | 0.00 | 199 | 0.00 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1,493 | -8.29 | 29 | -6.45 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 266,894 | 4.05 | 5,244 | 4.38 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14,949 | 12.47 | 294 | 12.69 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 132,734 | 136.86 | 2,608 | 137.74 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 17,535 | -4.62 | 345 | -4.44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 86,194 | -37.83 | 1,694 | -37.67 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 45,719 | 0.00 | 898 | 0.34 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 334,549 | 4.03 | 6,574 | 4.35 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 18,672 | 0.00 | 367 | 0.27 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 57,312 | -0.26 | 1,126 | 0.09 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 18,700 | 23.03 | 367 | 23.57 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 269,466 | -1.79 | 5,295 | -1.49 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 84,539 | 1.49 | 1,661 | 1.84 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,086,314 | 3.83 | 21,346 | 4.15 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10,000 | 0.00 | 196 | 0.51 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 12,967 | -37.98 | 255 | -37.90 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 47,454 | -13.71 | 932 | -13.46 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 50,773 | 17.73 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 997 | 0.00 | 20 | 0.00 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 245,436 | 14.01 | 4,823 | 14.35 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 204,481 | 17.09 | 4,018 | 17.45 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 55,991 | 1.03 | 1,100 | 1.38 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 20,993 | 0.00 | 413 | 0.24 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 179,761 | 10.95 | 3,532 | 11.31 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 373,666 | 2.60 | 7,343 | 2.92 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 200,579 | 0.23 | 3,941 | 0.54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 30,500 | -0.26 | 599 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,148 | -3.93 | 23 | -4.35 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 15,758 | 55.77 | 310 | 56.06 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 437,196 | 4.02 | 8,591 | 4.34 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 51 | 1 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 54,796 | -1.42 | 1,077 | -1.10 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10,868 | -0.70 | 214 | -0.47 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 9,300 | 210.00 | 183 | 213.79 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 442 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 80,757 | -32.56 | 1,590 | -32.17 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 75,825 | 45.50 | 1,490 | 45.98 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 331,295 | 0.00 | 6,510 | 0.29 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 749,951 | 23.08 | 14,737 | 23.46 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 177,805 | 1.46 | 3,494 | 1.75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32,547 | 89.41 | 638 | 89.88 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 64,421 | 10.90 | 1,266 | 11.26 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 162,917 | 0.01 | 3,201 | 0.47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 127,781 | 9.69 | 2,511 | 9.99 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 16,368 | 0.00 | 322 | 0.31 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 76,078 | 1.85 | 1,495 | 2.12 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 173,665 | 21.13 | 3,413 | 21.51 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 174,244 | 15.44 | 3,424 | 15.80 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 20,731 | 6.47 | 407 | 6.82 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 859,800 | -30.75 | 16,895 | -30.54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,298,090 | 13.28 | 26 | 13.64 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 14,200 | -42.04 | 279 | -41.75 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 244,051 | 0.11 | 4,796 | 0.42 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,350 | 0.00 | 27 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,650,888 | -6.27 | 71,740 | -5.99 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 42,859 | 1.94 | 842 | 2.31 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 26,383 | 0.72 | 518 | 0.97 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 30,131 | 0.23 | 592 | 0.68 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1,085,086 | 15.59 | 21,322 | 15.94 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 512,527 | 4.64 | 10,071 | 4.96 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7,509 | -75.59 | 148 | -75.58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,250,884 | 4.41 | 103,180 | 4.73 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 16,195 | 7.82 | 318 | 8.16 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 500 | 0.00 | 10 | 0.00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 10,494 | -1.39 | 206 | -0.96 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 131,491 | 8.82 | 2,584 | 9.13 |
