Mga Batayang Estadistika
| Pemilik Institusional | 329 total, 329 long only, 0 short only, 0 long/short - change of 0.92% MRQ |
| Alokasi Portofolio Rata-rata | 0.1972 % - change of -9.61% MRQ |
| Saham Institusional (Jangka Panjang) | 28,678,321 (ex 13D/G) - change of 0.72MM shares 2.56% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 881,770 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund (US:DES) memiliki 329 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 28,678,321 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, UBS Group AG, LPL Financial LLC, Creative Planning, M&t Bank Corp, Raymond James Financial Inc, Royal Bank Of Canada, CI Private Wealth, LLC, and Keybank National Association/oh .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund (ARCA:DES) 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 34.38 / share. Previously, on September 6, 2024, the share price was 32.78 / share. This represents an increase of 4.88% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 499 | 0.81 | 16 | 7.14 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14,331 | -6.63 | 477 | 2.58 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 13,070 | 0.00 | 418 | -6.92 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,687 | 85 | ||||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 47,828 | -1.16 | 1,519 | -1.75 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 234 | 0.00 | 7 | 0.00 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 258 | 0.00 | 8 | 0.00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 92 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 40,314 | -5.47 | 1,280 | -6.02 | ||||
| 2025-08-13 | 13F | Collar Capital Management, LLC | 15,993 | -5.83 | 508 | -6.46 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 26,229 | -0.40 | 833 | -0.95 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 99,407 | 2.66 | 3,157 | 2.04 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7,874 | 0.00 | 250 | -0.40 | ||||
| 2025-08-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | New Hampshire Trust | 14,282 | 0.00 | 454 | -0.66 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 17,967 | 11.54 | 591 | 18.47 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 6,750 | -0.38 | 214 | -0.93 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 120,583 | -10.68 | 3,830 | -11.24 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 9,648 | 0.71 | 306 | 0.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 25,601 | 0.02 | 813 | -0.61 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 56 | 9.80 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 975 | 0.00 | 31 | -3.23 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 17,610 | 123.25 | 251 | -0.79 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1,597 | 0.00 | 51 | -1.96 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 198,304 | 2.31 | 6,298 | 1.68 | ||||
| 2025-07-18 | 13F | Vicus Capital | 19,869 | 2.16 | 631 | 1.61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 260,063 | 5.81 | 8,260 | 5.14 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11,000 | 0.05 | 349 | -0.57 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 78,205 | -1.76 | 2,484 | -2.40 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 9,970 | -9.40 | 317 | -9.97 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 17,682 | 0.00 | 562 | -0.71 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 48,593 | -3.31 | 1,553 | -10.02 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16,255 | -2.78 | 516 | -3.37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10,140 | -3.11 | 322 | -3.59 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 12,207 | -1.41 | 388 | -2.03 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 14,901 | -25.72 | 473 | -26.21 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 144,488 | -51.48 | 4,589 | -51.79 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 2,856 | 0.00 | 91 | -1.10 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 13,757 | 24.70 | 437 | 23.86 | ||||
| 2025-08-08 | 13F | Croban | 118,690 | -0.13 | 3,768 | -0.74 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 250 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 15,215 | 17.35 | 483 | 16.67 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 15,207 | 2.67 | 483 | 7.59 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 1,769 | -49.01 | 56 | -49.09 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 12,672 | -10.27 | 402 | -10.86 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 171,838 | 10.85 | 5,571 | 23.75 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 168,108 | -2.03 | 5,339 | -2.63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12,804 | 15.17 | 407 | 14.37 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 200 | -85.30 | 6 | -86.05 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 22,562 | 12.53 | 775 | 21.09 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,443 | 0.12 | 332 | -0.60 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,574 | -49.45 | 82 | -50.00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 17,003 | -50.00 | 540 | -50.28 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 54,288 | 1.63 | 1,724 | 1.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 22,387 | -7.25 | 711 | -7.78 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8,995 | 286 | ||||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 143,503 | 4.95 | 4,558 | 4.28 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 8,421 | -2.16 | 267 | -2.91 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 114 | 0.00 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 145 | -27.14 | 5 | -33.33 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 254 | 0.00 | 8 | 0.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,034 | 0.00 | 33 | -3.03 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 21,859 | -1.58 | 694 | -2.12 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13,986 | 111.84 | 0 | |||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 108 | 3 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 37,280 | -1.57 | 1,184 | -2.15 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,105 | -40.70 | 67 | -41.59 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47,826 | -2.20 | 2 | 0.00 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 10,855 | 0.00 | 345 | -0.58 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 469 | 0.21 | 15 | 0.00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 7,684 | -7.44 | 244 | -7.92 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 11,644 | -25.84 | 370 | -26.35 | ||||
| 2025-05-12 | 13F | Wambolt & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 34,688 | -0.16 | 1,102 | -0.81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 29,467 | -0.59 | 936 | -1.27 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 14,266 | 0.00 | 453 | -0.44 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 141,577 | 0.03 | 4,506 | -0.38 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,230 | 0.82 | 39 | 2.63 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 132,349 | 4,325 | ||||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 7,000 | 0.00 | 222 | -0.45 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10,239 | -2.38 | 325 | -2.99 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 68,460 | 2,174 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 20,222 | 15.92 | 642 | 15.26 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 14,836 | -14.62 | 471 | -15.14 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 10,398 | 0.00 | 330 | -0.60 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 61,757 | -12.00 | 1,961 | -12.53 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 32,082 | 4.39 | 1,019 | -3.51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 714,782 | 110.65 | 22,701 | 109.34 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 10,190 | -31.31 | 324 | -31.86 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 1,071,307 | -0.93 | 34,025 | -1.55 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1,540 | -45.77 | 49 | -46.67 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 105,064 | 3.59 | 3,337 | 2.93 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 131 | 0.77 | 4 | 0.00 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 44,931 | -2.72 | 1,427 | -3.32 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 14,250 | -1.81 | 453 | -2.38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17,840 | 19.52 | 1 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 73,843 | 128.29 | 2,345 | 127.01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,873 | 12.42 | 123 | 11.82 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 324,885 | 5.13 | 10,318 | 4.48 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 64,501 | -5.33 | 2,049 | -5.93 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 236 | 0.00 | 8 | -12.50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 61,335 | 10.04 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 54,414 | 0.00 | 1,728 | -0.63 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,299,893 | 21.33 | 73,045 | 20.57 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 194,328 | -4.92 | 6,172 | -5.51 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,931 | 93 | ||||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 20,062 | -12.29 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13,070 | 415 | ||||||
| 2025-08-12 | 13F | Farmers National Bank | 74,266 | 4.75 | 2,359 | 4.11 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 35,190 | -29.39 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 306 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 11,718 | -23.13 | 372 | -23.61 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 115,834 | 3 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 36,906 | 0.94 | 1,172 | 0.34 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3,242 | -24.94 | 103 | -24.82 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 22,673 | 6.79 | 720 | 6.19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 141,647 | -2.28 | 4,499 | -2.89 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 75,013 | -6.95 | 2,382 | -7.53 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 10,379 | 0.00 | 330 | -0.60 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 25,233 | 38.83 | 801 | 38.10 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 132,808 | -6.20 | 4,218 | -6.79 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 14,560 | -0.16 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 17,121 | 4.02 | 544 | 3.23 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 129,375 | 0.00 | 4,109 | -0.63 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 58 | 2 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 216,847 | 25.33 | 6,887 | 24.56 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 22,353 | 710 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 100 | -76.74 | 3 | -76.92 | ||||
| 2025-08-12 | 13F | Bokf, Na | 27,735 | -2.65 | 881 | -3.30 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 745 | 170.91 | 24 | 187.50 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,608 | 12.61 | 83 | 10.81 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 9,065 | 0.00 | 288 | -0.69 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 11,617 | -6.19 | 369 | -6.84 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 118,690 | 3,768 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 11,005 | -2.75 | 350 | -3.32 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 55,207 | -0.32 | 1,753 | -0.96 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 30 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 590,173 | -0.60 | 18,751 | -1.06 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 16,762 | 46.21 | 532 | 45.36 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,302 | 5.45 | 327 | 4.81 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10,979 | -10.18 | 349 | -10.77 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21,913 | -33.90 | 696 | -34.37 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 735 | 0.00 | 23 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59,998 | 15.59 | 1,908 | 14.59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,559 | -10.41 | 177 | -11.11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 219,593 | 8.08 | 6,981 | 7.52 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 31,822 | 2.83 | 1,011 | 2.12 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 17,250 | -1.07 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 170 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 8,112 | -6.80 | 258 | -7.55 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 17,817 | 10.02 | 566 | 9.28 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 33,500 | -67.41 | 1,064 | -67.64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 55,497 | 0.02 | 1,763 | -0.62 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 210 | 7 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 2,381 | 0.00 | 76 | -1.32 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 17 | 1 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,580 | 0.00 | 50 | 0.00 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 12,277 | -49.45 | 390 | -49.87 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 662 | 0.00 | 21 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18,639 | -42.62 | 592 | -43.06 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,558 | -4.12 | 177 | -4.86 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 167,354 | -5.86 | 5,315 | -6.44 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,604 | 0.00 | 114 | -0.87 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 318 | 10 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 17,501 | -2.54 | 1 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 166 | 5 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 24,898 | -2.76 | 791 | -3.42 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10,367 | 329 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,096 | 137.64 | 67 | 120.00 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 95,087 | 2.86 | 3,020 | 2.20 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 38,958 | 6.61 | 1,237 | 6.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 652 | -27.15 | 21 | -28.57 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 20,797 | 0.76 | 661 | 0.15 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dagco, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 57,916 | -1.32 | 1,911 | 1.92 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 112 | 4 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 810 | 0.00 | 26 | 0.00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1,278 | 0.00 | 41 | 0.00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 26,411 | 0.00 | 839 | -0.71 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 9,793 | 0.82 | 311 | 0.32 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 103 | -11.21 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 107 | 3 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,475 | 0.00 | 48 | 0.00 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 39,781 | 0.00 | 1,263 | -0.63 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 6,344 | -5.03 | 201 | -5.63 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 6,692 | 213 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10,621 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 30 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 152,742 | -0.32 | 5,066 | 3.45 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 58,570 | -0.50 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,524 | 0.84 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 86,169 | 35.23 | 2,737 | 34.38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 444,967 | 3.01 | 14,132 | 2.37 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1,518 | 0.00 | 48 | -7.69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,732,436 | -0.02 | 55,022 | -0.65 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,439,254 | -0.43 | 45,711 | -1.05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 26,933 | -28.78 | 855 | -29.22 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,422 | 0.92 | 45 | 0.00 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 6,750 | -28.04 | 214 | -28.43 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F/A | Seek First Inc. | 17,028 | 1.28 | 541 | 0.56 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 25,001 | 1.98 | 813 | 3.83 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 16,157 | 0.62 | 513 | 0.00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 711,068 | 3.52 | 22,584 | 2.87 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 7,247 | -39.51 | 230 | -39.79 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,485 | 13.83 | 206 | 28.93 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 9,843 | -2.71 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 48,807 | 1.08 | 1,550 | 0.45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5,276 | 1.38 | 168 | 0.60 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,619 | -10.89 | 1,004 | -11.46 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 19,128 | -18.18 | 608 | -18.74 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 10,174 | 0.00 | 323 | -0.62 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 61,793 | 3.97 | 1,963 | 3.32 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 9,536 | -1.65 | 303 | -2.27 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,510 | 0.73 | 48 | 0.00 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 186 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | First National Trust Co | 9,405 | -12.40 | 299 | -13.12 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 29,871 | -10.10 | 949 | -10.65 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,651,760 | 2.39 | 52,460 | 1.74 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 34,022 | 1.43 | 1,081 | 0.75 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 8,900 | -4.62 | 283 | -5.37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 218,860 | -2.04 | 6,951 | -2.66 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 23,144 | -0.15 | 735 | -0.68 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,130 | 163 | ||||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 90,215 | 2,865 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 36,235 | 0.00 | 1,151 | -0.69 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1,030 | 33 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 3,621 | 0.00 | 115 | 0.00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 7,175 | -47.96 | 228 | -48.41 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 16,387 | -3.80 | 520 | -4.41 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 69,787 | 15.64 | 2,216 | 14.94 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 150 | 0.00 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 16,587 | 0.00 | 516 | 5.31 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 7,796 | -12.37 | 248 | -13.03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 34,668 | 5.36 | 1,101 | 4.76 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40,645 | 2.58 | 1,299 | -4.56 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 10,392 | 0.00 | 330 | -0.60 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 11,580 | 0.00 | 368 | -0.81 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28,420 | 2.06 | 903 | 1.46 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12,100 | 590.25 | 384 | 585.71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 146,072 | 373.57 | 4,639 | 370.96 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,871 | 0.00 | 218 | 4.81 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 18,405 | 9.31 | 585 | 8.55 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 41,250 | -5.74 | 1,310 | -6.29 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 119,744 | 0.25 | 3,803 | -0.37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54,656 | 3.54 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 5,670 | 0.00 | 180 | -0.55 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 29,410 | 2.67 | 934 | 2.08 | ||||
| 2025-04-24 | 13F/A | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2,574,892 | 6.19 | 81,779 | 5.52 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 7,728 | 0.00 | 245 | -0.41 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 48,998 | 2.21 | 1,556 | 1.57 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 1,050 | 0.00 | 33 | 0.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 21,005 | -6.30 | 667 | -6.84 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 561 | 0.00 | 18 | 0.00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 46,281 | 12.84 | 1,470 | 12.14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 822,035 | -14.24 | 26,108 | -14.78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 35,483 | -13.90 | 1,134 | -19.86 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 17,378 | 0.00 | 552 | -0.72 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 11,972 | 1.15 | 380 | 0.53 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 57,614 | -0.92 | 1,830 | -1.56 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 58,966 | -3.97 | 1,873 | -4.59 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16,151 | 0.00 | 513 | -0.78 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 664,924 | 78.97 | 21,162 | 78.45 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 114,661 | 1.56 | 3,642 | 0.91 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 551,706 | -12.28 | 17,520 | -12.84 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 577,142 | -7.93 | 18,363 | -8.35 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Moller Financial Services | 9,086 | 0.00 | 289 | -0.69 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 0.67 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 519 | 0.58 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 27,545 | -1.35 | 875 | -2.02 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 21 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 12,496 | 2,374.46 | 397 | 2,375.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 49,458 | -2.50 | 1,571 | -3.15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 335,967 | -2.98 | 11 | -9.09 | ||||
| 2025-04-04 | 13F | Legacy Private Trust Co. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 322,988 | 6.55 | 10,258 | 5.88 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 152,415 | -10.09 | 4,841 | -10.65 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 7,106 | -5.05 | 226 | -5.86 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,959 | 221 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 9,510 | -3.26 | 302 | -3.82 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,168 | -2.12 | 69 | -2.86 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 28,063 | -3.89 | 891 | -4.50 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 23,991 | 59.31 | 762 | 58.21 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25,330 | -87.22 | 804 | -87.31 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 15,200 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 142,762 | -38.86 | 4,534 | -39.25 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 26,584 | 5.35 | 844 | 4.71 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 41 | 10.81 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 3,249 | 0.00 | 103 | 0.00 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 47,837 | 11.00 | 1,519 | 10.31 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 34,586 | 5.68 | 1,098 | 5.07 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 7,357 | 5.93 | 234 | 5.43 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10,670 | -1.66 | 339 | -2.31 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1,944 | 0.00 | 62 | -1.61 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 81 | 3 | ||||||
| 2025-05-06 | 13F | Accredited Investors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 17,213 | 0.67 | 547 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 589,206 | -7.65 | 18,713 | -8.22 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 6,504 | 0.00 | 207 | -0.48 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 793 | -16.88 | 25 | -16.67 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 149,640 | 22.55 | 4,753 | 21.78 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11,249 | 357 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 166 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 20 | -85.19 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 64,072 | -8.14 | 2,035 | -8.75 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2,604 | 0.00 | 83 | -1.20 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 15,496 | -33.71 | 492 | -34.14 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 49,926 | 4.19 | 1,586 | 3.53 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 13,839 | -1.77 | 440 | -2.44 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 12,660 | 13.75 | 402 | 13.24 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 548 | 17 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 12,457 | -5.63 | 396 | -6.18 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 96,673 | -5.17 | 3,070 | -5.77 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 44 | 0.00 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 25,742 | -7.34 | 841 | 1.08 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 21,804 | 27.35 | 692 | 26.51 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 58,506 | -2.25 | 1,858 | -2.82 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 228,427 | 7,255 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,296 | -39.97 | 41 | -40.58 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 13,006 | 2.46 | 413 | 1.98 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 41,811 | -0.19 | 1,328 | -0.75 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 22,760 | -1.39 | 751 | 1.90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 940,510 | -2.65 | 29,871 | -3.26 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 1,243 | -98.20 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 525 | 17 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 6,692 | -2.76 | 214 | -9.75 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 7,951 | -23.30 | 253 | -23.87 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 164,390 | -0.34 | 5,221 | -0.95 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 11,000 | 0 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 250,797 | 2.56 | 7,965 | 1.92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 100,168 | -6.96 | 3,181 | -7.53 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68,484 | 2 | ||||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 14,119 | 0.68 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13,292 | 34.62 | 424 | 34.29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19,653 | 18.66 | 624 | 17.96 |
