Mga Batayang Estadistika
| Pemilik Institusional | 326 total, 326 long only, 0 short only, 0 long/short - change of 4.46% MRQ |
| Alokasi Portofolio Rata-rata | 0.5142 % - change of 3.50% MRQ |
| Saham Institusional (Jangka Panjang) | 102,777,496 (ex 13D/G) - change of 6.38MM shares 6.62% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,962,104 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF (US:BSCS) memiliki 326 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 102,777,496 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wells Fargo & Company/mn, Raymond James Financial Inc, Lido Advisors, LLC, LPL Financial LLC, TruWealth Advisors, LLC, Bank Of America Corp /de/, Laurel Wealth Advisors LLC, Hartland & Co., LLC, and UBS Group AG .
Struktur kepemilikan institusional Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF (NasdaqGM:BSCS) 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 20.64 / share. Previously, on September 6, 2024, the share price was 20.57 / share. This represents an increase of 0.34% 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 | 101,234 | 4.13 | 2,074 | 4.85 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 761 | 16 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 40,399 | 825 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 116,587 | 5.67 | 2,389 | 6.37 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 20,159 | 0.00 | 413 | 0.73 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 88 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5,303 | 1.14 | 109 | 1.89 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 746,650 | 26.27 | 15,299 | 27.14 | ||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,808 | 1,861.60 | 201 | 1,900.00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 465,429 | 6.25 | 9,537 | 6.98 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 23,205 | 86.75 | 475 | 88.49 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 55,208 | 0.53 | 1,131 | 1.25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 91,190 | 21.66 | 1,868 | 22.49 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 401,982 | 13.93 | 8,237 | 14.72 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12,220 | 0.22 | 250 | 0.81 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 8,980 | 0.00 | 184 | 1.10 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 81,953 | 57.85 | 1,679 | 59.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 191,291 | -10.43 | 3,920 | -9.83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 37,961 | 0.00 | 778 | 0.65 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 26,242 | -1.02 | 1 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 264,053 | 13.30 | 5,424 | 14.36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20,049 | 411 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1,837 | 0.00 | 38 | 0.00 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 53,675 | 6.98 | 1,100 | 7.64 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 30,218 | 7.74 | 619 | 8.60 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 36,673 | 751 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,303 | 68 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 310,401 | 0.93 | 6,360 | 1.63 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 224,087 | 84.51 | 4,592 | 86.85 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147,848 | 60.82 | 3,029 | 61.98 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 383,854 | -4.84 | 7,865 | -4.18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 205,329 | -89.11 | 4,207 | -89.04 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 973,575 | 510.53 | 19,949 | 514.73 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 30,225 | 13.21 | 1 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 73,272 | 0.09 | 1,501 | 0.81 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 440 | 0.00 | 9 | 12.50 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 56,627 | 3.51 | 1,160 | 4.22 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 75,635 | 0.81 | 1,550 | 1.51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 808,689 | 3.10 | 16,570 | 3.82 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 111,474 | 1.50 | 2,284 | 2.24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 178,477 | 4.48 | 3,657 | 5.18 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 20,219 | 31.05 | 414 | 32.27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 985,783 | 6.69 | 20,202 | 7.42 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20,235 | 11.35 | 415 | 12.20 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 80,394 | 0.00 | 1,647 | 0.67 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 24,763 | 0.00 | 507 | 0.60 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | Country Club Bank /gfn | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1,627,839 | 5.48 | 33,354 | 6.20 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 273,921 | -0.08 | 5,574 | -0.07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,718 | 35 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 914,990 | 19.56 | 18,721 | 20.21 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 17,862 | 0.00 | 366 | 0.55 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 35,564 | 728 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 408,850 | -11.89 | 8 | -11.11 | ||||
| 2025-07-28 | 13F | Tlwm | 1,356,426 | 0.07 | 27,793 | 0.76 | ||||
| 2025-07-24 | 13F | Eastern Bank | 28,201 | -76.15 | 578 | -76.02 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 25,664 | 6.77 | 1 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 3,840 | 0.00 | 79 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 641,989 | 37.14 | 13,155 | 38.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 145,270 | 11.23 | 2,977 | 12.01 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 26,694 | 67.06 | 547 | 68.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,294 | 0.00 | 67 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29,483 | 3.13 | 604 | 3.96 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24,792 | 508 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19,353 | 40.23 | 397 | 41.43 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,030 | -7.04 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 115,255 | -6.88 | 2,362 | -6.24 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 46,622 | 19.86 | 955 | 20.73 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 198,214 | 6.64 | 4,061 | 7.38 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 9,914 | 0.00 | 203 | 1.00 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 74,630 | 1,529 | ||||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 41,450 | -1.31 | 849 | -0.59 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,289,871 | 0.13 | 46,919 | 0.82 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28,435 | 45.33 | 583 | 46.23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 514 | -95.74 | 11 | -95.92 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 13,891 | -25.84 | 285 | -25.46 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 10,000 | 205 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 103,997 | 4.21 | 2,131 | 4.93 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,688 | 0.00 | 35 | 0.00 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 48,315 | 989 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5,000 | 0.00 | 102 | 0.99 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 96,132 | -2.50 | 1,970 | -1.84 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 9,995 | 0.00 | 205 | 0.49 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 94,532 | -0.88 | 1,937 | -0.21 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16,045 | 1.15 | 329 | 1.86 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,330 | 0.00 | 27 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 51,786 | 0.84 | 1,061 | 1.73 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3,103 | 0.00 | 64 | 0.00 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 175,931 | 20.66 | 3,605 | 21.47 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 13,450 | 0.00 | 276 | 0.73 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 163,331 | 3.81 | 3,347 | 4.53 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 140,336 | 5.04 | 2,876 | 5.78 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14,587 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 20,833 | -28.88 | 427 | -28.52 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 44,571 | -1.47 | 913 | -0.76 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 31,785 | 6.68 | 651 | 7.43 | ||||
| 2025-08-14 | 13F | Comerica Bank | 36,324 | -41.84 | 744 | -41.42 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1,057 | 0.00 | 22 | 0.00 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 32,350 | -3.70 | 663 | -3.07 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 19,692 | -3.10 | 403 | -2.42 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 53,074 | -0.25 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 107,992 | -2.99 | 2,213 | -2.34 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 186,867 | -0.62 | 3,829 | 0.05 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,654,851 | 13.97 | 54,398 | 14.75 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14,587 | -1.66 | 299 | -1.00 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 7,786 | 1,630.22 | 160 | 1,666.67 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 28,818 | 590 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 34,399 | 13.45 | 705 | 14.10 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 141,217 | -40.08 | 2,894 | -39.68 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 40 | 1 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 61,551 | 10.31 | 1,261 | 11.10 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19,870 | -0.72 | 407 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18,925 | 35.05 | 388 | 37.23 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 132,615 | 11.29 | 2,717 | 12.09 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 63,086 | 26.59 | 1,293 | 27.42 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 488,989 | 0.81 | 10,019 | 1.51 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 20,506 | 2.53 | 417 | 3.47 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 502,400 | 0.00 | 10,224 | 0.00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 33,989 | -11.50 | 696 | -11.00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 29,000 | 74.70 | 594 | 76.26 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 121,906 | 14.68 | 2,498 | 15.44 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 19,881 | 0.00 | 407 | 0.74 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 27,233 | 0.00 | 557 | 1.46 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 11,048 | -10.53 | 226 | -9.96 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 31,524 | 0.96 | 646 | 1.57 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 11,048 | 226 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 601,372 | 13.64 | 12,322 | 14.42 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 3,190 | 0.00 | 65 | 1.56 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 114,227 | 4.59 | 2,341 | 5.31 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 65,415 | 2.41 | 1,340 | 3.16 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 133,861 | 4,760 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 635 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,774 | -15.08 | 36 | -14.29 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 117,637 | 3.91 | 2,410 | 4.65 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 499,685 | 0.44 | 10,239 | 1.13 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 29,270 | 17.75 | 601 | 18.58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 298,634 | 22.71 | 6,110 | 23.43 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25,194 | -2.01 | 516 | -1.34 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 101,207 | 1.74 | 2,074 | 2.42 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 213,810 | -4.23 | 4,381 | -3.59 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 68,914 | 15.29 | 1,412 | 16.12 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 760,675 | 6.83 | 15,586 | 7.57 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 45,829 | 4.50 | 939 | 5.27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 391,607 | 5.17 | 8 | 14.29 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 567,164 | 4.14 | 11,621 | 4.86 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 288,693 | -17.21 | 5,915 | -16.64 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 35,382 | 37.60 | 725 | 38.43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 11,460 | 0.00 | 235 | 0.43 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 272,871 | 3.51 | 5,591 | 4.86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 130,475 | 8.60 | 2,673 | 9.33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 174 | -71.57 | 4 | -75.00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 144,542 | 0.31 | 2,962 | 0.99 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 28,131 | 0.00 | 576 | 0.70 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 60,533 | -6.38 | 1,240 | -5.70 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 38,492 | 55.21 | 789 | 57.92 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 90,562 | 2.68 | 1,856 | 3.40 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 29,759 | -2.44 | 610 | -1.77 | ||||
| 2025-04-17 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 50,358 | 2.65 | 1,032 | 3.31 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 10,480 | 0.00 | 215 | 0.47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38,789 | 14.91 | 795 | 15.74 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 751,174 | -7.41 | 15,392 | -6.78 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 26,740 | 0.53 | 548 | 1.11 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 144,683 | -7.03 | 2,965 | -6.38 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 34,115 | 41.73 | 694 | 44.58 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2,872,278 | 2,281.48 | 140 | -94.30 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 154,019 | -5.98 | 3,156 | -5.34 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 3,092 | 0.00 | 63 | 1.61 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 75 | 0.00 | 2 | 0.00 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2,900 | 59 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,430 | 29 | ||||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 1,221,193 | -24.17 | 25,022 | -23.64 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5,274,692 | 4.49 | 108,078 | 5.21 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 43,241 | -2.02 | 884 | -1.56 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 433 | 0.00 | 9 | 0.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 30,154 | -5.93 | 618 | -5.37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,397,729 | 2.89 | 151,579 | 3.59 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 23,686 | 34.22 | 485 | 35.10 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 2,450 | 0.00 | 50 | 2.04 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10,433 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 67,227 | 0.89 | 1,377 | 1.62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,696,392 | 3.79 | 55,249 | 4.50 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 45,604 | 6.52 | 934 | 7.23 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 421,960 | 3.57 | 8,646 | 4.28 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 730,147 | 1.19 | 14,961 | 1.89 | ||||
| 2025-04-24 | 13F | Legacy CG, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,904 | 39 | ||||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 308,114 | -13.43 | 6,313 | -12.83 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 119,132 | -45.15 | 2,441 | -44.77 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 4,341,009 | 2.14 | 88,947 | 2.84 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 28,277 | 0.00 | 579 | 0.70 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 86,877 | 1,749 | ||||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 503,314 | 5.87 | 10,313 | 6.59 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 234,549 | 13.14 | 4,806 | 13.92 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 120,148 | 2.57 | 2,445 | 3.69 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 230,187 | -1.37 | 4,717 | -0.69 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 328,971 | 1.10 | 6,741 | 1.80 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12,043 | 0.00 | 247 | 0.41 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 44,124 | 88.54 | 904 | 89.92 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 28,700 | 0.00 | 588 | 0.68 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68,533 | -33.99 | 1,404 | -33.52 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 161,155 | 32.20 | 3 | 50.00 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 1,710,969 | 9.52 | 34,938 | 10.71 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 148,373 | 0.43 | 3,040 | 1.13 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 216,358 | 61.50 | 4,433 | 62.62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10,044 | 0.29 | 206 | 0.99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,196,457 | 6.76 | 24,515 | 7.49 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 39,141 | -29.88 | 802 | -29.43 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 18,465 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 78,285 | 2 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 305 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 665,407 | 1,132.67 | 13,634 | 1,141.71 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 36,683 | 138.60 | 752 | 140.71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,826 | 0.00 | 58 | 1.79 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 66,371 | 120.63 | 1,360 | 122.06 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 22,115 | 9.94 | 453 | 10.76 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 30,795 | -21.55 | 631 | -21.05 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 10,076 | 1.00 | 206 | 1.48 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 28,240 | 1.11 | 575 | 2.14 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 60,951 | 45.11 | 1,249 | 46.14 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 349,147 | 0.41 | 7,154 | 1.10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 184,596 | 0.95 | 3,777 | 1.48 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 19,830 | 8.18 | 406 | 8.85 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 9,708 | 0.00 | 199 | 0.51 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 122,423 | -91.59 | 2,508 | -91.53 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 315,050 | 8.12 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7,274,063 | 24.93 | 149,046 | 25.79 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 61,821 | 3.47 | 1,267 | 4.20 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 87,581 | 103.61 | 1,795 | 105.03 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 12,587 | 103.48 | 258 | 105.60 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 51,772 | 18.36 | 1,061 | 19.10 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32,678 | -35.93 | 670 | -35.49 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 579 | 12 | ||||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 41,794 | 0.00 | 856 | 0.71 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 117,427 | 1.97 | 2,406 | 2.69 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 26,261 | 0.05 | 538 | 0.75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,106 | 2.76 | 146 | 3.57 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 44,449 | -11.08 | 911 | -10.52 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 285,523 | 20.15 | 5,850 | 20.97 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 189,966 | 18.16 | 3,892 | 18.99 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 12,322 | -1.93 | 251 | -0.79 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 8,568 | 17.43 | 176 | 18.24 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 498,000 | 10,204 | ||||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Morton Community Bank | 260,533 | -1.11 | 5,338 | -0.43 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 25,000 | 0.00 | 512 | 0.79 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1,371,721 | -5.08 | 28,107 | -4.43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 477,748 | 9.94 | 10 | 12.50 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 78,759 | 1.14 | 1,614 | 1.83 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 58,922 | 4.31 | 1,207 | 5.05 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 393,115 | 1.76 | 8 | 14.29 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 45,010 | -14.02 | 922 | -13.43 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 196,902 | 16.91 | 4,035 | 17.71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 915,236 | 16.70 | 19 | 20.00 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 391 | 51.55 | 8 | 60.00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 350,356 | 9.99 | 7,179 | 10.74 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 165,408 | 2.43 | 3,389 | 3.13 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 181,599 | -3.99 | 3,721 | -3.35 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 96,026 | -0.43 | 1,968 | 0.25 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 581,680 | 35.67 | 11,919 | 36.60 | ||||
| 2025-07-31 | 13F | United Community Bank | 5,500 | 0.00 | 113 | 0.90 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 172,127 | 0.74 | 3,527 | 1.41 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 49 | 1 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 52,890 | -6.89 | 1,084 | -6.23 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 653,878 | 5.62 | 13,398 | 6.34 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 48,337 | -1.05 | 990 | -0.40 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 53,313 | 27.09 | 1,092 | 28.02 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 38,339 | 9.14 | 786 | 9.94 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 15,494 | -5.52 | 317 | -4.80 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 20,605 | 13.18 | 422 | 14.05 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 106,052 | 8.19 | 2,173 | 8.98 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 51,685 | 12.84 | 1,059 | 13.63 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 165,673 | 16.85 | 3,395 | 17.64 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10,671 | -0.63 | 219 | 0.00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14,178 | 291 | ||||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 16,417 | 0.18 | 336 | 0.90 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 828 | 0.00 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 395,585 | 4.07 | 8,106 | 4.78 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 30,147 | 7.36 | 618 | 8.06 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 95,332 | -14.99 | 1,954 | -14.34 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 12,695 | 0.00 | 260 | 0.78 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 721,036 | 17.18 | 14,774 | 17.99 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 87,323 | -0.80 | 1,789 | 0.06 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5,547 | 114 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 768,603 | 6.71 | 15,749 | 7.44 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 48,261 | -0.57 | 989 | 0.10 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 186,475 | 5.88 | 3,821 | 6.61 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 222,696 | 6.64 | 4,563 | 7.39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,367,938 | 1.29 | 69,009 | 1.99 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 421,105 | 9.96 | 8,628 | 10.71 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 290,838 | 6.78 | 5,959 | 7.52 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,455 | 5.64 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 14,411 | 0.00 | 295 | 0.68 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 74,920 | 2.20 | 1,535 | 2.95 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 33,885 | 2.06 | 694 | 2.81 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 147,905 | 5.95 | 3,031 | 6.69 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 91,097 | -6.39 | 1,867 | -5.76 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 27,523 | -1.14 | 564 | -0.53 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 15,500 | 0.00 | 318 | 0.63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,503,246 | -7.70 | 112,762 | -7.06 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 57,872 | -3.44 | 1,186 | -2.79 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 26 | 0.00 | 1 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 965,775 | 3.38 | 19,789 | 4.09 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6,804 | -73.44 | 139 | -73.32 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 133,145 | -0.32 | 2,728 | 0.37 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 228,313 | 0.44 | 4,678 | 1.15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,783,420 | 2.32 | 98,012 | 3.02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 778,550 | 9.38 | 16 | 7.14 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 48,850 | -1.36 | 1,001 | -0.70 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 10,080 | 0.00 | 207 | 0.49 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 975 | 0.00 | 20 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1,569,972 | 0.30 | 32,169 | 0.99 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 504,936 | 5.37 | 10,346 | 6.10 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29,957 | -0.08 | 614 | 0.49 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 995,005 | 17.25 | 20,388 | 18.06 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,029 | 0.00 | 62 | 1.64 | ||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 2,157,631 | 13.24 | 44,210 | 14.02 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 432,616 | 1.25 | 8,864 | 1.96 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 48,494 | -0.78 | 994 | -0.10 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 162,437 | 4.92 | 3,326 | 5.62 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 32,321 | -0.36 | 662 | 0.30 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,010 | 0.20 | 103 | 0.99 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 222,433 | 9.25 | 4,558 | 9.99 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 16,222 | -10.21 | 331 | -9.32 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 131,570 | -4.16 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 24,087 | 26.55 | 494 | 27.39 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 159,590 | 30.12 | 3,270 | 31.02 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 20,734 | 40.20 | 425 | 41.33 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 58,314 | 7.64 | 1,195 | 8.35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 119,171 | 0.40 | 2,442 | 1.08 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22,117 | 50.03 | 453 | 51.00 |
