Mga Batayang Estadistika
Pemilik Institusional | 546 total, 546 long only, 0 short only, 0 long/short - change of 8.96% MRQ |
Alokasi Portofolio Rata-rata | 1.1151 % - change of 5.17% MRQ |
Saham Institusional (Jangka Panjang) | 377,014,209 (ex 13D/G) - change of 46.04MM shares 13.91% MRQ |
Nilai Institusional (Jangka Panjang) | $ 13,722,249 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Capital Group Dividend Value ETF (US:CGDV) memiliki 546 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 377,014,209 saham. Pemegang saham terbesar meliputi LPL Financial LLC, TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A, Capital International Investors, Raymond James Financial Inc, Envestnet Asset Management Inc, Morgan Stanley, Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Advance Capital Management, Inc., and Cetera Investment Advisers .
Struktur kepemilikan institusional Capital Group Dividend Value ETF (ARCA:CGDV) 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 41.33 / share. Previously, on September 6, 2024, the share price was 34.52 / share. This represents an increase of 19.73% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | Bouvel Investment Partners, LLC | 269,954 | 10,660 | ||||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 643,338 | 7.45 | 25,405 | 19.05 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 300 | 0.00 | 12 | 10.00 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 19,961 | 0.69 | 788 | 11.61 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 29,073 | 1,148 | ||||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 38,489 | 2.65 | 1,566 | 20.02 | ||||
2025-07-18 | 13F | First Pacific Financial | 63,756 | 10.88 | 2,518 | 22.84 | ||||
2025-08-13 | 13F | Certior Financial Group, Llc | 62,653 | -4.66 | 2,474 | 5.64 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 276,899 | -9.40 | 10,935 | 0.39 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 325,059 | 21.01 | 13,194 | 37.08 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 74,260 | -0.07 | 2,933 | 10.73 | ||||
2025-08-14 | 13F | UBS Group AG | 6,884,253 | 7.36 | 271,859 | 18.96 | ||||
2025-07-16 | 13F | Banque Pictet & Cie Sa | 21,469 | 0.00 | 848 | 10.72 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 500 | -43.82 | 20 | -38.71 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 35,119 | 74.06 | 1,440 | 104.55 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 98,333 | 23.67 | 3,883 | 37.06 | ||||
2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 256,792 | 6.89 | 10,141 | 18.43 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 15,829 | 6,083.20 | 1 | |||||
2025-08-08 | 13F | Gts Securities Llc | 48,504 | -72.71 | 1,915 | -69.76 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 13,051 | -25.91 | 515 | -17.86 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 218,252 | 3.64 | 8,619 | 14.83 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 376,817 | -0.17 | 14,881 | 10.62 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 27,958 | 29.14 | 1,104 | 43.19 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 862,641 | 60.79 | 34,066 | 78.16 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 181,062 | 12.60 | 7,150 | 24.78 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 9,746 | 385 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11,974 | 297.81 | 473 | 341.12 | ||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 38,287 | 2.45 | 1,512 | 13.52 | ||||
2025-08-07 | 13F | Cvfg Llc | 9,645 | 13.98 | 381 | 26.25 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 11,517,846 | 11.71 | 454,840 | 23.78 | ||||
2025-08-14 | 13F | Sentinus, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 8,679,595 | 5.56 | 342,757 | 16.97 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 97,845 | 711.99 | 3,864 | 800.47 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 747 | 29 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 197,689 | 139.14 | 7,807 | 164.97 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 321,347 | 118.20 | 13 | 140.00 | ||||
2025-07-14 | 13F | Gries Financial Llc | 54,231 | 5.70 | 2,142 | 17.12 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,440,012 | 18.52 | 57,034 | 32.31 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 28,321 | 12.57 | 1,118 | 24.78 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 9,698 | 0.30 | 383 | 11.05 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 31,806 | 28.18 | 1,256 | 42.08 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 14,358 | 4.25 | 567 | 15.51 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 983,194 | 2.05 | 38,826 | 13.61 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 68,559 | -1.50 | 2,707 | 9.15 | ||||
2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Clg Llc | 256,744 | 193.15 | 10,139 | 224.83 | ||||
2025-08-11 | 13F | Forge Financial Services LLC | 396,577 | 0.20 | 16,053 | 13.81 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 400,065 | 53.56 | 15,798 | 70.15 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 24,241 | 129.97 | 957 | 155.20 | ||||
2025-08-14 | 13F | Avant Capital LLC | 7,245 | -3.73 | 286 | 6.72 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 25,480 | 1.77 | 1,006 | 12.78 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 9,486 | 0.00 | 375 | 10.65 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,200,583 | -3.16 | 47,411 | 7.31 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 381,882 | 0.85 | 15,081 | 11.75 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7,509 | 2.19 | 297 | 12.98 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 24,921 | 984 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64,889 | 11.66 | 2,562 | 23.71 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 128 | 42.22 | 5 | 66.67 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 77,077 | 1.59 | 3 | 50.00 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 8,279 | 0.66 | 327 | 11.26 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 12,293 | -14.06 | 485 | -4.72 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5,248 | -52.96 | 207 | -47.86 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 12,188,851 | -4.37 | 481,338 | 5.96 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 415,270 | 9.83 | 16,399 | 21.70 | ||||
2025-08-05 | 13F | Hunter Associates Investment Management Llc | 119,322 | 30.27 | 5 | 33.33 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 756,871 | 101.63 | 29,889 | 123.41 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 85,041 | 118.52 | 3,358 | 142.28 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 15,810 | 0.22 | 624 | 11.03 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 209,690 | -3.95 | 8,308 | 6.46 | ||||
2025-07-23 | 13F | Elm3 Financial Group, LLC | 33,456 | 45.54 | 1,321 | 61.29 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 550,697 | -5.24 | 21,747 | 5.00 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 11,906 | 470 | ||||||
2025-08-04 | 13F | JDM Financial Group LLC | 424 | 0.00 | 17 | 6.67 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 427,919 | 16,899 | ||||||
2025-08-13 | 13F | MONECO Advisors, LLC | 12,089 | 11.85 | 477 | 23.90 | ||||
2025-08-08 | 13F | Kaizen Financial Strategies | 247,459 | 5.44 | 9,772 | 16.83 | ||||
2025-08-15 | 13F | 44 Wealth Management Llc | 30,098 | 1,189 | ||||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 439,158 | 16.11 | 17,342 | 27.18 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 29,915 | -58.33 | 1,181 | -53.83 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 53 | -47.00 | 2 | -33.33 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,651,638 | 2.00 | 66,363 | 15.00 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 20,534 | -27.06 | 811 | -19.24 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 150,813 | 11.69 | 5,956 | 23.75 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 447,743 | 2.46 | 18 | -99.89 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 317,753 | -45.26 | 12,548 | -39.35 | ||||
2025-08-14 | 13F | Mariner, LLC | 1,939,344 | 73.07 | 76,585 | 91.77 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 16,102 | 104.39 | 636 | 126.79 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 20,209 | 42.21 | 798 | 57.71 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 9,196 | 363 | ||||||
2025-07-16 | 13F | Freestate Advisors LLC | 14,321 | 566 | ||||||
2025-07-21 | 13F | Financial Council Asset Management Inc | 39,628 | -8.44 | 1,565 | 1.43 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 7,520 | 21.02 | 297 | 33.94 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 30,436 | 229.97 | 1,202 | 265.05 | ||||
2025-08-07 | 13F | Allworth Financial LP | 146,958 | -0.10 | 5,803 | 14.12 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Certified Advisory Corp | 24,193 | 955 | ||||||
2025-08-26 | 13F | Nautilus Advisors LLC | 19,676 | 4.68 | 777 | 15.99 | ||||
2025-07-11 | 13F | Lincoln Capital LLC | 16,405 | -2.72 | 648 | 15.12 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 48,100 | 5.03 | 1,933 | 32.15 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 266,355 | 2.35 | 10,518 | 13.41 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,334,502 | 17.21 | 92 | 31.43 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 111,640 | 3.19 | 3,979 | 4.30 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 784 | 0.38 | 31 | 11.11 | ||||
2025-08-14 | 13F | Sei Investments Co | 1,169,992 | 21.09 | 46,203 | 34.17 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 530,527 | 269.34 | 20,951 | 309.26 | ||||
2025-08-05 | 13F | Code Waechter LLC | 319,425 | 91.53 | 12,614 | 252,180.00 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 31,541 | 20.83 | 1,246 | 33.87 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 82,745 | 26.84 | 3,268 | 40.52 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 20,346 | 29.42 | 803 | 43.39 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 188,067 | 11.58 | 7 | 20.00 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 7,775 | -42.05 | 307 | -35.77 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 381,298 | 15,057 | ||||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 218,694 | 7.55 | 8,636 | 19.17 | ||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 9,942 | 1 | ||||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 223,224 | 1.55 | 8,815 | 12.52 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5,785,215 | 15.58 | 228 | 28.09 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 5,199 | 205 | ||||||
2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 4,501 | 17.80 | 178 | 30.15 | ||||
2025-08-08 | 13F | Glaxis Capital Management, LLC | 7,000 | 276 | ||||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 740 | 0.00 | 29 | 11.54 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 2,515 | -9.76 | 99 | 0.00 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 690 | 0.00 | 0 | |||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 34,886 | 2,109.37 | 1,378 | 2,358.93 | ||||
2025-08-14 | 13F | Widmann Financial Services, Inc. | 12,423 | 491 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 106,857 | 63.64 | 4,220 | 81.31 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 170 | 7 | ||||||
2025-08-13 | 13F | Aspire Growth Partners LLC | 95,457 | 10.90 | 3,770 | 23.70 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 1,050 | 0.00 | 41 | 10.81 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 545,634 | 91.99 | 21,547 | 112.75 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 586,209 | -1.22 | 23,149 | 9.45 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,330,582 | 106.64 | 52,545 | 128.97 | ||||
2025-05-08 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Brendel Financial Advisors LLC | 14,888 | -12.66 | 1 | |||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14,797 | 0.18 | 604 | 21.57 | ||||
2025-08-12 | 13F | LPL Financial LLC | 42,860,196 | 45.53 | 1,692,549 | 61.25 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 32,690 | 10.35 | 1,291 | 22.27 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 169,605 | -76.92 | 6,698 | -74.43 | ||||
2025-07-16 | 13F | ORG Partners LLC | 10,630 | 864.61 | 421 | 976.92 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 613,404 | 12.15 | 24,223 | 24.27 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 12,435 | 0.00 | 491 | 10.84 | ||||
2025-07-22 | 13F | Accel Wealth Management | 63,633 | 20.95 | 2,513 | 33.97 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 21,719 | 56.74 | 858 | 73.83 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 565,462 | 1,198.09 | 22,330 | 1,338.79 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 39,950 | 1.20 | 1,578 | 12.16 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 2,784 | 0.07 | 110 | 10.10 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 686,813 | 9.71 | 27,122 | 21.56 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 156,010 | 2.68 | 6,161 | 13.76 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 80,825 | 27.47 | 3,248 | 56.03 | ||||
2025-07-31 | 13F/A | Avion Wealth | 3,333 | 0 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 11,981 | 6.80 | 473 | 18.55 | ||||
2025-08-15 | 13F | Synergy Financial Group, LTD | 5,290 | 209 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 22,270 | 22.69 | 879 | 36.07 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 33,576 | 11.39 | 1,326 | 23.37 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 153,756 | 34.86 | 6,072 | 49.42 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 371,570 | -6.58 | 14,673 | 3.51 | ||||
2025-08-14 | 13F | Colony Group, LLC | 434,236 | -12.43 | 17,148 | -2.97 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 351,837 | 179.62 | 13,902 | 209.90 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 111,193 | 5.87 | 4,391 | 17.31 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 17,842 | 1.75 | 705 | 12.82 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 16,545 | 58.45 | 653 | 75.54 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 77,242 | 14.13 | 3,050 | 26.45 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 206,484 | 1,993.95 | 8,154 | 2,223.08 | ||||
2025-08-12 | 13F | MAI Capital Management | 770 | 0.00 | 30 | 11.11 | ||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 11,045 | -5.58 | 438 | 4.55 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 29,027 | 59.62 | 1,146 | 73.11 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 260,771 | -1.97 | 10,298 | 8.62 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 8,288 | 327 | ||||||
2025-08-12 | 13F | FreeGulliver LLC | 254,317 | 10,043 | ||||||
2025-05-07 | 13F | JSF Financial, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | tru Independence LLC | 8,822 | 0.14 | 348 | 11.18 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 16,387 | -4.26 | 647 | 6.07 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 110,044 | 10.59 | 4,346 | 22.53 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 235,225 | 9,354.38 | 9,289 | 10,455.68 | ||||
2025-07-15 | 13F | Lynch & Associates/in | 36,652 | 12.87 | 1,447 | 25.06 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5,219 | 206 | ||||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10,450 | 413 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 302,592 | -8.75 | 11,949 | 1.10 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 2,150 | 795.83 | 84 | 950.00 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 5,306 | 210 | ||||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 2,196 | -76.11 | 86 | -73.70 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 128,269 | -8.79 | 5,065 | 1.08 | ||||
2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 114,223 | 4,511 | ||||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 141,686 | 75.34 | 5,595 | 94.34 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 37,038 | 12.49 | 1,463 | 24.64 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Capital Planning LLC | 9,057 | -77.71 | 359 | -75.34 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 26,080 | 31.72 | 1,030 | 45.96 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 253,873 | 12.49 | 10,025 | 24.64 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 163,663 | 6,463 | ||||||
2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 7,870 | -0.73 | 311 | 9.93 | ||||
2025-05-12 | 13F | Commons Capital, Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 877,731 | 5.64 | 34,662 | 17.05 | ||||
2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 222,549 | 8.04 | 8,788 | 19.71 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 21,231 | 48.79 | 838 | 64.96 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 4,638 | 24.91 | 183 | 38.64 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 42,633 | 1.17 | 1,684 | 12.13 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 12,435 | 0.69 | 491 | 11.59 | ||||
2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 380,357 | 15,020 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 171,932 | -18.74 | 6,790 | -9.96 | ||||
2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 17,507 | 691 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 559,204 | 13.13 | 22,083 | 25.35 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 73,300 | -0.51 | 2,895 | 10.25 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 6,038 | 0.00 | 238 | 10.70 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 7,935 | -7.71 | 313 | 2.29 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 9,902 | 1.15 | 391 | 12.36 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 28,502 | 1.89 | 1,126 | 12.95 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 51,135 | 3.85 | 2,019 | 15.11 | ||||
2025-07-30 | 13F | Gimbal Financial | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 5,409 | 214 | ||||||
2025-08-13 | 13F | Capital International Investors | 23,691,285 | -0.11 | 935,569 | 10.68 | ||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 71,442 | 3.51 | 2,821 | 14.72 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 121,075 | -13.53 | 4,914 | -1.52 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 44,836 | -2.24 | 1,776 | 8.36 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 6,888 | 8.46 | 272 | 19.82 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 138,047 | 7.19 | 5,445 | 19.18 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 95,966 | 63.32 | 4 | 50.00 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 244,142 | 4.51 | 9,641 | 15.81 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 74,695 | 2,959 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 91,228 | 4.73 | 4 | 0.00 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12,831 | -10.48 | 507 | -0.78 | ||||
2025-07-22 | 13F | Orca Wealth Management, LLC | 53,958 | 1.12 | 2,131 | 12.05 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 175,150 | 6.78 | 6,917 | 18.30 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 182,982 | 94.19 | 7,226 | 115.16 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 40,619 | -20.02 | 2 | 0.00 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 5,150 | 101.96 | 203 | 125.56 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 103,417 | 3.60 | 4,084 | 14.79 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 251,185 | 64.55 | 9,919 | 82.33 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 13,179,947 | 23.09 | 520,476 | 36.38 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 50,846 | 6.28 | 2,008 | 17.71 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 50,183 | 2 | ||||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 9,188 | 6.06 | 363 | 17.53 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 18,147 | 0.00 | 717 | 10.84 | ||||
2025-07-24 | 13F | FinDec Wealth Services, Inc. | 17,533 | -59.03 | 692 | -54.62 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58,224 | 38.12 | 2,299 | 53.06 | ||||
2025-08-14 | 13F | Betterment LLC | 141,063 | 10.89 | 6 | 25.00 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 3,128 | 0.00 | 124 | 10.81 | ||||
2025-08-04 | 13F | Continental Investors Services, Inc. | 19,161 | -3.05 | 757 | 7.39 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 10,112 | 0.31 | 399 | 11.14 | ||||
2025-08-04 | 13F | Assetmark, Inc | 797,777 | 0.20 | 31,504 | 11.02 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 58,180 | 2,298 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 780,803 | -37.72 | 30,834 | -30.99 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 120,055 | 17.13 | 4,753 | 30.69 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9,864,666 | 6.21 | 390 | 17.52 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 70,356 | 14.43 | 3 | 0.00 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 568,141 | 4.33 | 22,436 | 15.60 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 125,618 | 9.49 | 4,961 | 21.30 | ||||
2025-08-04 | 13F | Atria Investments Llc | 50,789 | -19.16 | 2,006 | -10.45 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5,270,920 | 3.53 | 208,149 | 20.78 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 96,869 | 1.01 | 3,825 | 11.94 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 97,038 | 47.31 | 3,832 | 63.27 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 273,091 | 2.22 | 10,784 | 13.27 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 11,449 | 12.52 | 452 | 27.32 | ||||
2025-07-29 | 13F | CapWealth Advisors, LLC | 21,407 | -1.02 | 845 | 9.74 | ||||
2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7,345 | 291 | ||||||
2025-08-12 | 13F | Entruity Wealth, LLC | 396,664 | 5.78 | 15,664 | 17.21 | ||||
2025-07-29 | 13F | Private Trust Co Na | 30,935 | 54.36 | 1,222 | 71.01 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 269,121 | 7.17 | 10,628 | 18.74 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 1,550 | 0.00 | 61 | 10.91 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 26,028 | 40.95 | 1,028 | 56.08 | ||||
2025-08-15 | 13F | Orcam Financial Group | 5,434 | 215 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 3,296,914 | 1.70 | 130,195 | 12.68 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2,431 | 4.33 | 96 | 15.66 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 51 | 0.00 | 2 | 100.00 | ||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 58,217 | 8.76 | 2,299 | 20.50 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123,821 | 8.25 | 4,890 | 19.95 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 4,734 | 0.00 | 0 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 68,327 | 26.02 | 2,698 | 39.65 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 44,982 | -3.57 | 1,776 | 6.86 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 240,152 | -11.54 | 9,486 | -1.98 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 63,797 | 140.73 | 2,519 | 169.70 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 16,080 | 1.66 | 635 | 12.61 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 9,076 | 23.45 | 358 | 36.64 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 299,229 | -1.05 | 11,817 | 9.64 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 229,373 | 106.26 | 9,058 | 128.54 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 746,269 | -23.48 | 29,470 | -15.21 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 6,804 | -94.03 | 269 | -93.40 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1,984 | 78 | ||||||
2025-07-14 | 13F | BetterWealth, LLC | 219,370 | 7.66 | 8,663 | 19.28 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 410 | -38.53 | 16 | -30.43 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 14,367 | 5.73 | 568 | 17.11 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 167,593 | -31.08 | 6,618 | -23.64 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 55,985 | 0.41 | 2,211 | 11.22 | ||||
2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Novem Group | 169,094 | 12.09 | 6,678 | 24.20 | ||||
2025-07-24 | 13F | Blair William & Co/il | 482,130 | 2.35 | 19,039 | 13.41 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 21,997 | 59.23 | 869 | 76.06 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 2,387,880 | 2.59 | 94,297 | 13.67 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 342,952 | -6.70 | 13,543 | 3.38 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 161,037 | 1.26 | 6,359 | 12.19 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 298,904 | 31.24 | 11,804 | 45.41 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Cooper Financial Group | 104,611 | -1.72 | 4,131 | 8.91 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 443,987 | 17.03 | 17,533 | 29.68 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 31,626 | -0.03 | 1,249 | 10.74 | ||||
2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 298,484 | 53.08 | 11,787 | 69.62 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 77,814 | -4.13 | 3,073 | 6.22 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 22,507 | -2.55 | 889 | 8.69 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 46,341 | 12.19 | 1,830 | 24.32 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 8,041 | 318 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 2,881,541 | 48.03 | 113,792 | 64.02 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 6,494 | -50.50 | 256 | -45.18 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 22,753 | 19.71 | 899 | 32.64 | ||||
2025-05-14 | 13F | Huntington National Bank | 14 | 1,200.00 | ||||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 12,452 | 6.55 | 492 | 18.03 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 74,290 | -6.08 | 3 | 0.00 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 120,179 | 0.68 | 4,746 | 11.54 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37,464 | 1,479 | ||||||
2025-04-21 | 13F | Bricktown Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 44,779 | 1,774 | ||||||
2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 196,343 | -9.12 | 8 | 0.00 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 95,347 | 7.45 | 3,765 | 19.07 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 198,313 | -1.69 | 7,831 | 8.93 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 272,431 | 19.83 | 10,758 | 34.21 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 86,994 | 120.30 | 3,435 | 144.14 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 5,854 | 231 | ||||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 9,984 | 1.57 | 405 | 15.71 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 518,164 | 20,462 | ||||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 17,565 | 8.57 | 694 | 20.31 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 105,632 | 4,171 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 86,405 | 14.50 | 3,412 | 26.89 | ||||
2025-07-17 | 13F | KWB Wealth | 200,054 | 58.24 | 7,130 | 59.95 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 63,540 | 603.34 | 2,509 | 679.19 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 14,279 | 14.78 | 564 | 27.09 | ||||
2025-07-29 | 13F | Burford Brothers, Inc. | 33,054 | 48.80 | 1,305 | 64.98 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 48,808 | 3.77 | 1,927 | 14.98 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 11,824 | 5.54 | 421 | 6.58 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 1,600 | 595.65 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 877,929 | -16.98 | 34,929 | -7.53 | ||||
2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 502,516 | 761.74 | 19,844 | 854.96 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 3,650 | 0.00 | 144 | 10.77 | ||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 12,128 | 25.90 | 479 | 39.36 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 15,821 | 18.25 | 627 | 30.96 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 9,001 | -4.55 | 355 | 5.65 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 5,029,430 | 21.90 | 198,612 | 35.07 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 130,169 | 149.35 | 5,140 | 176.34 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1,562,415 | -14.26 | 61,700 | -4.99 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 48,114 | -8.00 | 1,953 | 4.78 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 25,464 | 12.39 | 1,006 | 24.54 | ||||
2025-07-11 | 13F | Weatherly Asset Management L. P. | 7,274 | 0.00 | 288 | 10.81 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 813,532 | 8.75 | 32,126 | 20.49 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 225,272 | 0.26 | 8,896 | 11.09 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 479,521 | 140.68 | 18,936 | 166.70 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 91,283 | 3.08 | 3,219 | 1.96 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 12,501 | 17.40 | 494 | 30.08 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 641,829 | 2.31 | 25,346 | 13.36 | ||||
2025-08-04 | 13F | Spire Wealth Management | 81,487 | -5.90 | 3,218 | 4.24 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 8,615 | 13.64 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 103,312 | 2.80 | 4,080 | 13.91 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 5,201 | 205 | ||||||
2025-07-29 | 13F | Latitude Advisors, LLC | 60,025 | 4.65 | 2,370 | 15.95 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5,772 | 228 | ||||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,419 | 40.23 | 96 | 55.74 | ||||
2025-08-19 | 13F | Cim, Llc | 11,030 | 96.16 | 436 | 117.50 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 135,098 | 39.23 | 5,335 | 54.28 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 5,662 | 0.16 | 224 | 10.95 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 54,895 | 278.72 | 2,168 | 319.96 | ||||
2025-07-21 | 13F | Financial Services Advisory Inc | 593,030 | 125.64 | 23,419 | 150.03 | ||||
2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 20,656 | 27.00 | 816 | 40.76 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 229,848 | 10.81 | 9,077 | 22.78 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 5,734 | 226 | ||||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 29,260 | 1,158 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 19,353,624 | 11.52 | 764,275 | 23.57 | ||||
2025-08-12 | 13F | Change Path, LLC | 5,139 | 203 | ||||||
2025-08-11 | 13F | Root Financial Partners, LLC | 5,307 | 210 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 83,680 | 97.85 | 3,305 | 119.24 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 219,475 | 6.49 | 8,667 | 18.00 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 5,993 | 237 | ||||||
2025-06-26 | NP | TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,815,272 | 1.04 | 832,106 | -3.94 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Challenger Wealth Management | 482,775 | 6.61 | 19,065 | 18.12 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 30,203 | 1,228 | ||||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Norden Group Llc | 16,555 | 0.00 | 654 | 10.68 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 941,590 | 3.81 | 37,183 | 15.02 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 1,733,365 | -0.60 | 68,451 | 10.14 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 85,518 | -8.05 | 3,377 | 1.90 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 7,393 | -7.86 | 303 | 2.36 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 655,383 | 0.59 | 25,881 | 11.46 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 11,850,016 | 17.10 | 467,957 | 29.75 | ||||
2025-07-07 | 13F | Investors Research Corp | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1,197,514 | 0.31 | 47,290 | 11.15 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 74,645 | 3.93 | 2,948 | 15.16 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 382,873 | 6.85 | 15,629 | 22.38 | ||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 123,862 | 21.24 | 4,891 | 34.33 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 2,571 | 102 | ||||||
2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 68,164 | 10.32 | 2,692 | 22.21 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 669,544 | -2.84 | 26,440 | 8.82 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 253,286 | -26.86 | 10,002 | -18.78 | ||||
2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 560 | 0.00 | 22 | 15.79 | ||||
2025-08-05 | 13F | Aurdan Capital Management, LLC | 126,191 | 38.85 | 4,983 | 53.84 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 630,009 | 57.11 | 24,879 | 74.09 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 1,047,176 | 5.34 | 41,354 | 16.72 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 34 | 1 | ||||||
2025-05-14 | 13F | Colonial Trust Co / SC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 4 | ||||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 7,643 | 0.00 | 302 | 10.66 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 2,343 | 180.60 | 0 | |||||
2025-07-21 | 13F | Warner Financial, Inc | 10,900 | 6.42 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 832 | 14.76 | 33 | 39.13 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 75 | 1.35 | 0 | |||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 365,335 | 22.11 | 14,427 | 35.31 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 614,337 | -2.19 | 24,260 | 8.38 | ||||
2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 292,642 | -4.86 | 11,556 | 5.42 | ||||
2025-08-12 | 13F | Summit Global Investments | 26,908 | 21.46 | 1 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 2,605 | -65.34 | 93 | -65.28 | ||||
2025-07-08 | 13F | Dover Advisors, Llc | 5,162 | 204 | ||||||
2025-07-14 | 13F | Ai Financial Services Llc | 75,782 | 7.07 | 2,993 | 18.64 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 48,436 | 645.74 | 1,913 | 727.71 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 25,883 | 6.16 | 1,022 | 17.74 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 861,670 | 3.42 | 34,027 | 14.59 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 190,069 | 6.64 | 7,506 | 18.15 | ||||
2025-08-12 | 13F | Erickson Financial Group, LLC | 1,033,003 | 24.68 | 40,793 | 38.15 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 89,010 | 48.93 | 3,515 | 64.98 | ||||
2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 21,885 | 47.70 | 864 | 81.51 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 465 | 10.98 | 18 | 28.57 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,113,000 | 5.44 | 43,952 | 16.83 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 287,535 | -1.12 | 11,355 | 9.55 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 37,354 | 0.01 | 1,475 | 10.82 | ||||
2025-08-06 | 13F | Carnegie Lake Advisors LLC | 7,093 | 0.01 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9,413 | 23.01 | 372 | 36.40 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 21,650 | 0.00 | 855 | 10.77 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 636,005 | 18.12 | 25,116 | 30.88 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 737,966 | 27.83 | 29,142 | 41.64 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5,646,393 | 42.74 | 222,694 | 58.72 | ||||
2025-07-29 | 13F | Creekside Partners | 7,794 | 24.56 | 308 | 38.29 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 209,408 | 22.84 | 8,270 | 39.40 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 165,017 | -0.01 | 6,517 | 10.80 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 300 | 12 | ||||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 5,351 | 211 | ||||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 774 | 0.00 | 31 | 14.81 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 299,302 | 24.64 | 11,819 | 38.10 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 5,153 | 203 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 66,130 | 69.00 | 2,611 | 87.30 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 126,439 | 61.45 | 4,993 | 78.90 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 32,107 | -9.56 | 1,268 | 0.16 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 211,779 | 2.61 | 8 | 14.29 | ||||
2025-08-15 | 13F | Morgan Stanley | 15,348,105 | 34.79 | 606,097 | 49.35 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 24,811 | 1 | ||||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 136,294 | -1.25 | 5,400 | 9.45 | ||||
2025-08-06 | 13F | Souders Financial Advisors | 1,298,522 | 7.42 | 51,279 | 19.03 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 74,138 | 85.45 | 2,928 | 105.55 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 86,284 | 30.93 | 3,407 | 45.10 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 45,822 | 6.78 | 1,810 | 18.31 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6,706,769 | 15.76 | 264,300 | 27.99 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 12,390 | 49.28 | 489 | 65.76 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 10,740 | 424 | ||||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 190,710 | 108.15 | 7,531 | 130.63 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 24,011 | 139.58 | 948 | 165.55 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 94,693 | 3,739 | ||||||
2025-07-23 | 13F | Seamount Financial Group Inc | 195,566 | 10.70 | 7,723 | 22.65 | ||||
2025-07-10 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 5,927 | -94.44 | 234 | -93.84 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 85,858 | -10.70 | 3,069 | -9.44 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10,608 | 419 | ||||||
2025-04-21 | 13F | PUREfi Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 373,339 | -3.33 | 14,743 | 7.12 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 41,756 | -22.76 | 1,647 | -16.40 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 86,255 | 34.57 | 3,406 | 49.12 | ||||
2025-07-16 | 13F/A | CX Institutional | 1,631 | 0.00 | 0 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3 | 0.00 | 0 | |||||
2025-08-13 | 13F | Banco de Sabadell, S.A | 1,180 | 0 | ||||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 14,125 | 557 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,344,269 | 17.95 | 171,555 | 30.69 | ||||
2025-04-15 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,454 | -25.32 | 136 | -17.07 | ||||
2025-08-13 | 13F | Riverview Capital Advisers, LLC | 51,166 | 1.31 | 2,021 | 12.28 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 36,137 | 260.58 | 1,427 | 299.72 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 73,076 | 2.01 | 2,886 | 13.00 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 52,573 | 2.29 | 2,076 | 13.38 | ||||
2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 38,578 | -20.20 | 1,523 | -11.61 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 34,956 | -75.61 | 1,380 | -72.98 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 149,492 | -19.57 | 5,903 | -10.87 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 916,258 | 21.68 | 36,183 | 34.83 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 228,000 | 9,004 | ||||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 11,620 | 54.32 | 459 | 70.90 | ||||
2025-07-11 | 13F | LongView Wealth Management | 138,271 | -4.43 | 5,460 | 5.90 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1,968,586 | 2.43 | 77,739 | 13.50 | ||||
2025-08-08 | 13F | Royal Harbor Partners, LLC | 627,232 | -0.78 | 24,769 | 9.93 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,072,946 | 5.90 | 42,401 | 17.35 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 39,868 | 15.23 | 1,598 | 29.52 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 23,718 | 9.21 | 937 | 20.93 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6,780 | -11.13 | 268 | -1.48 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 64,938 | -0.41 | 2,566 | 10.42 | ||||
2025-08-14 | 13F | Florida Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 392,614 | 6.11 | 15,504 | 17.58 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 26,494 | 9.43 | 1,065 | 23.43 | ||||
2025-08-07 | 13F | PFG Advisors | 307,246 | 128.09 | 12,133 | 152.77 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 501,329 | 30.10 | 19,797 | 44.16 | ||||
2025-07-18 | 13F | Vicus Capital | 9,837 | 36.02 | 388 | 50.97 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,522 | 26.83 | 60 | 42.86 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 489,545 | 5.86 | 19,332 | 17.86 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1,660,349 | -33.41 | 65,567 | -26.22 | ||||
2025-07-09 | 13F | Beacon Financial Group | 8,250 | 9.16 | 326 | 20.82 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 8,993 | 355 | ||||||
2025-08-04 | 13F | WNY Asset Management, LLC | 1,950,863 | -8.73 | 77,040 | 1.13 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 15,380 | 56.70 | 607 | 73.93 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 13,870 | -17.06 | 548 | -8.07 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 13,192 | 521 | ||||||
2025-08-14 | 13F | Comerica Bank | 49,395 | 110.74 | 1,951 | 133.53 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 736 | 29 | ||||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 278 | 11 | ||||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 9,738 | 0.00 | 385 | 10.66 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 299,430 | 48.18 | 12,001 | 77.29 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 16,720,692 | 9.95 | 660,300 | 21.83 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 150,670 | 16.27 | 5,950 | 28.82 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 10,625 | 21.40 | 420 | 39.20 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 2,151 | 85 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 749,909 | 13.92 | 29,614 | 26.22 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 4,500,964 | 12.46 | 178 | 24.65 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 8,976 | 4.35 | 354 | 15.69 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 28,981 | 20.54 | 1,144 | 33.64 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Paces Ferry Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 17,559 | 3.10 | 693 | 14.36 | ||||
2025-08-13 | 13F | Keystone Financial Group | 24,333 | 12.91 | 961 | 25.00 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 7,881 | 23.60 | 311 | 37.00 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 5,966 | -1.58 | 236 | 8.80 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 16,440 | 0.53 | 586 | 1.56 | ||||
2025-07-07 | 13F | Trust Co | 824 | 0.00 | 33 | 10.34 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 31,604 | 1,248 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 195,159 | -0.46 | 7,707 | 10.29 | ||||
2025-08-01 | 13F | Signature Wealth Management Group | 12,632 | 3.32 | 499 | 14.48 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 69,566 | 2,747 | ||||||
2025-08-14 | 13F | Kmt Wealth Management, Llc | 6,187 | 0.00 | 244 | 10.91 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 29,096 | -50.77 | 1,150 | -45.44 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 658,288 | 6.03 | 23,461 | 7.17 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 57,517 | -0.39 | 2,271 | 10.40 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 1,113 | 0.00 | 44 | 10.26 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 13,330 | 66.62 | 526 | 84.56 | ||||
2025-07-17 | 13F | Greenbush Financial Group, LLC | 236,410 | 16.33 | 9,336 | 28.90 | ||||
2025-08-05 | 13F | HFG Advisors, Inc. | 8,340 | 0.00 | 329 | 10.77 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 101,343 | 5.70 | 4,002 | 17.12 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 475,869 | -0.54 | 18,792 | 10.20 | ||||
2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 199,446 | -58.60 | 8 | -58.82 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 414,150 | 204.48 | 16,633 | 243.14 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1,172,718 | 1.32 | 46,311 | 12.26 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 281,682 | 110.47 | 11,124 | 132.50 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,005 | 4,790.24 | 79 | 7,800.00 | ||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 5,269 | 208 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 3,423,179 | 11.69 | 135,182 | 23.76 | ||||
2025-07-09 | 13F | Divergent Planning, LLC | 58,217 | 2,299 | ||||||
2025-08-14 | 13F | Visionary Wealth Advisors | 258,222 | 18.53 | 10,197 | 31.34 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 194,888 | 10.07 | 8,041 | 30.77 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 39,991 | 2 | ||||||
2025-08-14 | 13F | Acas, Llc | 285,215 | 5.03 | 11,711 | 22.66 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 89,969 | 256.51 | 3,553 | 295.11 | ||||
2025-08-04 | 13F | Balentine LLC | 131,411 | 0.00 | 5,189 | 10.81 | ||||
2025-07-30 | 13F | FNY Investment Advisers, LLC | 900 | 0 | ||||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 26,993 | 23.32 | 1,066 | 36.54 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 861,124 | 34,006 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 287,498 | -50.30 | 11,353 | -44.93 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 340,960 | 0.14 | 13,464 | 10.95 | ||||
2025-07-25 | 13F | Cwm, Llc | 1,690,263 | 49.46 | 67 | 65.00 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 8,869 | 18.52 | 350 | 31.58 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 60,551 | -30.65 | 2,391 | -23.14 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 9,050 | 0.00 | 357 | 10.87 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 82,984 | 21.83 | 3,288 | 35.05 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15,328,061 | 10.82 | 605,305 | 22.79 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10,930 | 62.67 | 432 | 80.33 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11,244 | -0.26 | 445 | 10.70 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 53,608 | 22.83 | 2,117 | 36.08 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18,685 | 738 | ||||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 191 | 8 | ||||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 176,540 | 6,972 | ||||||
2025-08-08 | 13F | Creative Planning | 33,817 | 12.46 | 1,335 | 24.65 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 12,553 | -1.45 | 496 | 9.27 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 22,233 | 5.75 | 878 | 17.09 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 110,113 | 4 |