Mga Batayang Estadistika
| Pemilik Institusional | 1039 total, 1038 long only, 0 short only, 1 long/short - change of 2.87% MRQ |
| Alokasi Portofolio Rata-rata | 3.7127 % - change of -4.98% MRQ |
| Saham Institusional (Jangka Panjang) | 812,194,895 (ex 13D/G) - change of 16.90MM shares 2.12% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 27,999,555 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (US:DFAC) memiliki 1039 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 812,194,895 saham. Pemegang saham terbesar meliputi Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Colony Group, LLC, Forum Financial Management, LP, LPL Financial LLC, Buckingham Strategic Partners, Apella Capital, LLC, DFAW - Dimensional World Equity ETF, Plancorp, LLC, and Rockwood Wealth Management, LLC .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (ARCA:DFAC) 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 8, 2025 is 37.98 / share. Previously, on September 9, 2024, the share price was 32.56 / share. This represents an increase of 16.66% 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 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 1104 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Shearwater Capital LLC | 1,704,261 | 3.00 | 61,081 | 11.90 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 161,211 | -0.43 | 5,778 | 8.16 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 34,402 | 30.77 | 1 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 324 | 12 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 236,970 | 6.57 | 8,493 | 15.77 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 4,080,082 | 47.14 | 146,230 | 59.85 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 9,490 | -1.67 | 340 | 6.92 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 32,658 | 0.30 | 1,170 | 8.94 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 72,158 | 0.00 | 2,586 | 8.66 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 9,232 | 0.00 | 331 | 8.55 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 772,386 | 9.42 | 27,682 | 18.87 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 925,272 | 0.14 | 33,162 | 8.79 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 5,357,309 | -3.78 | 192,006 | 4.54 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 9,407 | 4.51 | 337 | 13.85 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 35,483 | 27.73 | 1,272 | 38.76 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 580,020 | 2.18 | 20,788 | 11.01 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 28,067 | 0.00 | 1,006 | 8.65 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 3,156,100 | -5.00 | 113,115 | 3.21 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 184,367 | -0.06 | 6,608 | 8.58 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 7,311 | 0.00 | 262 | 8.71 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 246,866 | -0.43 | 8,848 | 8.18 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 42,672 | 0.00 | 1,529 | 8.67 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 190,086 | 2.56 | 6,813 | 11.42 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 30,589 | 0.00 | 1,096 | 8.62 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 1,975,570 | 0.66 | 70,804 | 9.36 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 899,236 | -6.20 | 32,228 | 1.90 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 16,135 | -0.18 | 578 | 8.44 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 64,800 | 483.78 | 2,322 | 534.43 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 219,638 | 11.61 | 7,872 | 21.24 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 401,502 | -50.15 | 14,390 | -45.85 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 100 | 0.00 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 23,839 | 0.00 | 854 | 8.65 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 20,935 | -62.21 | 750 | -58.95 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 18,527 | 0.00 | 664 | 8.67 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 119,877 | -0.17 | 4,296 | 8.46 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 493,258 | 4.39 | 17,678 | 13.41 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,093,882 | 9.95 | 111 | 19.57 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 13,096 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,676,775 | -2.86 | 60,096 | 5.53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 453,591 | -1.98 | 16,257 | 6.49 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 101,145 | 2.82 | 3,625 | 11.71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6,043,740 | 2.19 | 216,608 | 11.02 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 438,070 | -12.21 | 15,700 | -4.63 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 61,978 | 0.00 | 2,221 | 8.66 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 65,258 | 0.00 | 2,339 | 8.64 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 836 | 30 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 820,893 | 1.76 | 29,421 | 10.55 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 9,091 | 0.30 | 326 | 8.70 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 7,546 | 0.00 | 270 | 8.87 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16,416 | 588 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3,537,788 | 6.70 | 126,794 | 15.92 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 112,877 | -22.32 | 4,046 | -15.61 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 41,458 | 0.00 | 1,514 | 22.49 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 96,713 | -2.63 | 3,466 | 5.80 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 18,948 | 0.00 | 679 | 3.66 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 1,155,766 | -0.79 | 41,423 | 7.78 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8,131 | 3.76 | 291 | 12.79 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 1,021,231 | 3.42 | 36,601 | 12.35 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 245,412 | 6.36 | 8,796 | 15.56 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 38,593 | 0.00 | 1,383 | 8.64 | ||||
| 2025-06-27 | 13F/A | Goldman Sachs Group Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 8,832 | 0.00 | 317 | 8.59 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,476,824 | 2.60 | 52,929 | 11.47 | ||||
| 2025-07-29 | 13F | Schubert & Co | 469,236 | 11.08 | 16,817 | 20.68 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 2,699,138 | 3.90 | 96,737 | 12.87 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 133,473 | -0.63 | 4,784 | 7.94 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 3,592,902 | 1.70 | 128,770 | 10.48 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 92,192 | -4.71 | 3,304 | 3.54 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3,674 | 0.30 | 132 | 9.17 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 229,981 | 0.06 | 8,243 | 8.70 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 30,235 | 0.00 | 1,084 | 8.63 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 33,891 | 0.02 | 1,215 | 8.68 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 18,303 | 0.00 | 604 | -4.74 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 74,766 | -8.11 | 2,680 | -0.19 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4,341,699 | 0.06 | 155,607 | 8.71 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 12,649 | -45.95 | 453 | -41.32 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 15,945 | 0.00 | 571 | 8.56 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3,389,273 | 3.02 | 121,472 | 11.92 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 16,939 | 0.00 | 607 | 8.78 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 3,156,100 | -5.00 | 113,115 | 3.21 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 44,527 | 0.03 | 1,596 | 8.65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,375,863 | 1.50 | 120,991 | 10.26 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 152,227 | 0.18 | 5,456 | 8.84 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 133,227 | -18.77 | 4,775 | -11.76 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 923,376 | -0.06 | 34,146 | 12.67 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 23,038 | 156.12 | 826 | 178.72 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 52,567 | 0.96 | 1,884 | 9.73 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12,781,699 | 8.21 | 462,825 | 23.17 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 17,972 | 0.25 | 644 | 8.97 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 27,937 | 0.85 | 1,001 | 9.64 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 266,269 | -1.21 | 9,543 | 7.33 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 483,878 | -4.64 | 17,342 | 3.60 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 3,509,007 | 2.13 | 125,763 | 10.95 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 206,134 | -1.31 | 7,388 | 7.21 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 6,959 | 0.00 | 249 | 8.73 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5,872 | 210 | ||||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 7,766 | 0.00 | 278 | 15.83 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 303,303 | 9.64 | 10,870 | 19.11 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 101,792 | 20,631.57 | 3,648 | 22,700.00 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 7,122 | 0.00 | 255 | 8.97 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 38,716 | -20.48 | 1,388 | -13.64 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 4,000 | 0.00 | 143 | 9.16 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 348,025 | -10.13 | 12,473 | -2.36 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 21,614 | -27.76 | 775 | -21.58 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,813,209 | -8.71 | 172,505 | -0.82 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 460,781 | 1.97 | 16,514 | 10.79 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 163,484 | 3.13 | 5,859 | 12.05 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 67,209 | -0.91 | 2,409 | 7.64 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,434,639 | 4.85 | 51 | 13.33 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,215 | 0.00 | 44 | 7.50 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 130,053 | 96.99 | 4,661 | 114.00 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 37,943 | 0.26 | 1,360 | 8.89 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 6,252 | -9.04 | 224 | -5.49 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 398,834 | -11.66 | 14,869 | 1.80 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 938,746 | 3.15 | 33,645 | 12.06 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 758,345 | 53.90 | 27,179 | 67.20 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 363,539 | -3.00 | 13,029 | 5.39 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 96 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 551 | 0.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 30,825 | -0.16 | 1,105 | 8.45 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 16,249 | -9.52 | 582 | -1.69 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 17,949 | 0.00 | 643 | 8.61 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 3,349,885 | 10.26 | 123 | 22.00 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 26,985 | 0.00 | 967 | 8.65 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6,862 | 0.07 | 246 | 9.38 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 54,686 | 0.02 | 1,960 | 8.65 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 347,846 | 1.51 | 12,467 | 10.28 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 329,939 | -3.20 | 11,825 | 5.17 | ||||
| 2025-07-17 | 13F | Black Point Wealth Management | 8,044 | -74.19 | 288 | -71.96 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 132,615 | 2.50 | 4,753 | 11.34 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 158,708 | 8.97 | 5,688 | 18.40 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 79,546 | 2,851 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13,726 | 492 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 127,890 | 4,584 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 22,555 | -17.75 | 826 | -8.43 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 207 | 0.00 | 7 | 16.67 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 1,104,569 | 10.68 | 39,588 | 20.24 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 761,413 | 0.58 | 27,289 | 9.27 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6,422 | 230 | ||||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 7,936 | -24.30 | 284 | -17.68 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 1,004,773 | 3.11 | 36,338 | 12.42 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 794,892 | 2.29 | 28,487 | 11.12 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 700,112 | 2.87 | 25,092 | 11.75 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 16,883 | 0.00 | 605 | 8.81 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 106,346 | -1.81 | 3,811 | 6.66 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2,210 | 79 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 8,809,842 | 108.94 | 315,745 | 127.00 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 22,370 | 0.00 | 802 | 8.68 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 356,460 | 12.70 | 12,774 | 22.44 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 703,176 | -23.05 | 25,202 | -16.41 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 180,577 | 10.98 | 6,472 | 20.55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 68,457 | 142.76 | 2,453 | 163.76 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3,000 | 0.00 | 108 | 9.18 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 84,303 | -6.48 | 3,021 | 1.61 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 2,486,567 | -2.95 | 89,118 | 5.44 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 105,843 | 2.46 | 3,793 | 11.33 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 36,300 | 0.64 | 1,301 | 9.34 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 75,651 | 32.85 | 2,711 | 44.36 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 129,865 | -2.00 | 4,654 | 6.47 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 143,429 | 1.54 | 5,194 | 11.08 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 8,924,449 | -3.19 | 319,852 | 5.17 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 7,661 | -5.30 | 275 | 3.01 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 25,811 | -30.08 | 925 | -23.99 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 975 | 35 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 86,542 | 3.89 | 3,102 | 12.85 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 8,319 | -10.64 | 298 | -2.93 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 10,282 | 0 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 49,829 | 0.04 | 1,786 | 8.64 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 13,526 | 0.00 | 485 | 8.52 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 16,741 | 0.00 | 600 | 8.51 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 17,118 | 0.30 | 624 | 17.33 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 6,850 | 0.00 | 226 | -4.66 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 6,832 | 0.25 | 245 | 8.93 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1,135 | -13.42 | 41 | -6.98 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 60,470 | -5.13 | 2,167 | 3.09 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 1,463,137 | 10.34 | 52,439 | 19.87 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 18,157 | 0.00 | 651 | 8.70 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 2,558,691 | -5.83 | 91,703 | 2.31 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 11,294 | 405 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 5,811 | -11.43 | 208 | -3.70 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 152,934 | -0.04 | 5,481 | 8.60 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 1,888,686 | 4.81 | 67,691 | 13.87 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 19,376 | 3.28 | 694 | 12.30 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 42,116 | -81.60 | 1,509 | -80.01 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 15,617 | 7.80 | 560 | 17.19 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 472 | 0.21 | 17 | 6.67 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 76,475 | -3.25 | 2,741 | 5.10 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 9,762 | 0.00 | 350 | 8.39 | ||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 500 | 0.00 | 18 | 6.25 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1,310,513 | 4.06 | 46,969 | 13.05 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 591,946 | -7.17 | 21,215 | 0.85 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 133,617 | -5.62 | 4,789 | 2.53 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 24,135 | 15.32 | 796 | 10.10 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11,389 | 408 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 70,640 | 1.10 | 2,532 | 9.80 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 5,212 | 0.31 | 187 | 8.77 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 820 | 0.00 | 29 | 3.57 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7,267 | 0.00 | 260 | 8.79 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 106,522 | -11.89 | 3,818 | -4.29 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 48,195 | 0.00 | 1,727 | 8.68 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 42,329 | 0.70 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 57,831 | 2,073 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 2,164 | 0.00 | 78 | 8.45 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1,850,414 | 101.30 | 66,319 | 118.69 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 3,013,823 | -1.02 | 108,015 | 7.53 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 98,464 | 0.99 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5,800 | 208 | ||||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 1,170,032 | 0.63 | 41,934 | 9.32 | ||||
| 2025-08-13 | 13F | bLong Financial, LLC | 19,784 | 0.00 | 709 | 8.74 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 10,841 | 0.30 | 389 | 8.99 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 300,211 | 0.00 | 10,760 | 8.64 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 16,910 | 0.30 | 606 | 8.99 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 15,201 | 0.30 | 545 | 9.02 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 880,460 | 4.45 | 31,556 | 13.47 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 28,110 | 0.00 | 1,007 | 8.63 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8,822 | 316 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 84,490 | -3.50 | 3,028 | 4.85 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 23,580 | 845 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13,374 | 1.48 | 479 | 10.37 | ||||
| 2025-08-08 | 13F | Renasant Bank | 27,916 | -2.50 | 1,001 | 5.93 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 10,742,511 | 1.64 | 385,012 | 10.42 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7,383,914 | -4.04 | 264,639 | 4.25 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 465,257 | 2.98 | 16,675 | 11.88 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 47,981 | 26.25 | 1,720 | 37.19 | ||||
| 2025-04-23 | 13F | KG&L Capital Management,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 701,057 | 3.60 | 25,126 | 12.55 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 620,023 | 0.79 | 22,222 | 9.49 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 8,158 | 0.00 | 292 | 8.55 | ||||
| 2025-05-14 | 13F | Prosperitas Financial LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 150,469 | 0.30 | 5,393 | 8.95 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1,580,725 | -1.20 | 56,653 | 7.34 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 11,387 | 0.00 | 408 | 8.80 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1,465,411 | 5.90 | 52,520 | 15.05 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 8,302 | 298 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 700,142 | -0.32 | 25,093 | 8.30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 60,758 | -7.28 | 2,178 | 0.74 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 328,093 | -9.40 | 11,759 | -1.58 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 13,378 | -68.74 | 480 | -66.05 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 830 | 0.00 | 30 | 7.41 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 649 | 0.31 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 182,799 | -0.39 | 6,552 | 8.23 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 32,981 | 7.59 | 1,182 | 16.91 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7,239 | 0.00 | 259 | 8.82 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 66,981 | 1.91 | 2,401 | 10.70 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 42,090 | 0.30 | 1,509 | 8.96 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 159,276 | -1.24 | 5,708 | 7.29 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 8,666 | 0.00 | 311 | 8.77 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 851,416 | 54.65 | 30,515 | 68.01 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 38,944 | 0.00 | 1,396 | 8.64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,492,982 | 5.74 | 54 | 15.22 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 678,767 | -34.13 | 24,327 | -28.44 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 2,816,105 | 2.82 | 100,929 | 11.71 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7,865,701 | -5.45 | 281,907 | 2.72 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13,956 | -67.72 | 500 | -64.94 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 12,411 | 0.00 | 445 | 8.56 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 2,008,195 | 1.16 | 71,974 | 9.90 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 13,004 | -5.65 | 466 | 2.64 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 9,660 | -46.16 | 346 | -41.46 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 7,927 | -7.36 | 284 | 0.71 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 23,685 | -7.62 | 849 | 0.36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,264,760 | -18.08 | 116,684 | -11.25 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2,094,750 | 3.56 | 75,076 | 12.51 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 13,599 | -12.80 | 487 | -5.25 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 28,562 | 0.18 | 1,024 | 8.83 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 2,032,769 | 2.67 | 72,854 | 11.54 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 5,854 | 5.50 | 193 | 1.05 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 53,969 | 53.97 | 1,934 | 67.30 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 84,475 | 0.02 | 3,028 | 8.65 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 32,441 | 0.30 | 1,163 | 8.90 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 49,839 | -4.07 | 1,786 | 4.20 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 27,973 | 1,003 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,007 | 30.07 | 502 | 41.41 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 1,860,710 | -2.26 | 66,688 | 1.27 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 23,188 | 0.30 | 831 | 9.06 | ||||
| 2025-07-31 | 13F | City State Bank | 76,311 | 2.25 | 2,735 | 11.05 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,946,463 | -1.75 | 141,441 | 6.39 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 83,354 | -22.10 | 2,987 | -15.38 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 25,497 | 9.16 | 914 | 18.57 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 23,383 | 1.41 | 838 | 15.91 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 25,188 | 0.00 | 903 | 8.67 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1,981,414 | 3.39 | 71,014 | 20.94 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 7,310 | -0.05 | 262 | 8.30 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 194,842 | 7.37 | 6,983 | 16.66 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 26,773 | 0.67 | 981 | 11.74 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 15,089 | 0.00 | 541 | 8.65 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 35,848 | 7.32 | 1,183 | -0.76 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 7,780 | 0.15 | 279 | 8.59 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 7,700 | 0.00 | 281 | 23.25 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3,605 | 0.00 | 129 | 9.32 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 6,414 | 0.36 | 230 | 9.05 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 13,783 | -4.10 | 494 | 4.01 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 408,444 | -6.19 | 14,639 | 1.91 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 8,043 | -11.06 | 288 | -3.36 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 264,491 | 4.21 | 9,479 | 13.22 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 6,940 | 0.00 | 249 | 8.77 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 30,042 | 0.00 | 1,077 | 8.58 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 31 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 532,678 | -15.14 | 19,091 | -7.81 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 287,575 | 0.62 | 10,307 | 9.31 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 202,064 | -0.36 | 7,452 | 13.60 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 21,994 | 788 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 2,104 | -3.57 | 75 | 5.63 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 319,580 | -0.16 | 11,847 | 18.92 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 21,341 | 0.00 | 765 | 8.52 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 61,523 | 0.61 | 2,205 | 9.27 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7,129 | -2.70 | 256 | 5.37 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 46,082 | -1.74 | 1,652 | 6.72 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 93,077 | 27.39 | 3,336 | 38.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 17,435,874 | 0.44 | 624,902 | 9.12 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 18,923 | -1.14 | 678 | 7.45 | ||||
| 2025-04-08 | 13F | Fifth Third Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 8,726 | 313 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 147,436 | -0.26 | 5,284 | 8.37 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 32,405 | 0.00 | 1,161 | 8.61 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 24,000 | 94.62 | 24 | -94.09 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 71,361 | 0.30 | 2,558 | 8.95 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 120,303 | -2.17 | 4,312 | 6.26 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6,658 | 239 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 110,165 | -6.50 | 3,634 | -10.82 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 48,163 | 8.37 | 1,726 | 17.74 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 10,010 | -11.78 | 359 | -4.28 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 163,179 | 0.00 | 5,848 | 8.64 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 314,456 | -0.17 | 11,270 | 8.46 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 116,745 | 5.16 | 4,184 | 14.25 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 21,007 | 0.00 | 753 | 8.51 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 100,804 | -0.84 | 3,613 | 7.72 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2,114 | 0.00 | 76 | 8.70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8,735,571 | -9.53 | 313 | -1.57 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 34,660 | 0.06 | 1,242 | 8.76 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2,003,861 | -2.62 | 71,818 | 5.79 | ||||
| 2025-07-21 | 13F | 25 Llc | 76,817 | 1.89 | 2,753 | 10.70 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 26,442 | 0.00 | 948 | 8.60 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 46,933 | 5.20 | 1,682 | 14.34 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 3,362,415 | 5.27 | 121,181 | 15.00 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 9,410 | -23.79 | 337 | -17.20 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,523,004 | -2.43 | 126,264 | 6.00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 37,293 | 0.00 | 1,337 | 8.62 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10,778 | 0.00 | 386 | 8.73 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 74,775 | 43.67 | 2,726 | 68.31 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 23,705 | 0.14 | 850 | 8.85 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 88,260 | 0.00 | 3,163 | 8.66 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 126,041 | -0.26 | 4,517 | 8.37 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 719,629 | -0.84 | 25,792 | 7.72 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Torno Capital, Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1,545 | 0.00 | 57 | 9.80 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 96,678 | 3,465 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 15,389 | -6.87 | 552 | 1.10 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 47,864 | -0.90 | 1,715 | 7.66 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 521,949 | -1.89 | 18,707 | 6.59 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 92,836 | -0.70 | 3,327 | 7.88 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 53,627 | 1,922 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 26,015 | 0.27 | 932 | 9.01 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 19,902 | -2.24 | 713 | 6.26 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 15,440 | 0.00 | 553 | 8.64 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 8,543 | -96.42 | 238 | 126.67 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 923,746 | 4.76 | 33,107 | 13.81 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 171,695 | 17.20 | 6,154 | 27.34 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 179 | 9.15 | ||||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 630,822 | 14.31 | 20,811 | 9.02 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 170,197 | 0.01 | 6,100 | 8.64 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,355,240 | -23.87 | 84,412 | -17.29 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 13,326 | 0.00 | 478 | 8.66 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 5,951 | 213 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 117,734 | -17.01 | 4,220 | -9.85 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 120,015 | 2.17 | 4,384 | 14.29 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 31,964 | 0.00 | 1,146 | 8.63 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4,380 | 157 | ||||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 365,195 | 1.45 | 13,246 | 26.36 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 1,568,588 | -1.60 | 56,218 | 6.90 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 12,532 | -33.72 | 449 | -27.93 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 504,616 | -4.57 | 18,085 | 3.67 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 5,701 | 204 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 549,710 | -3.45 | 19,702 | 4.89 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 9,090 | -2.47 | 326 | 5.86 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 22,372 | 0.00 | 802 | 8.54 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 72,633 | 0.00 | 2,603 | 8.64 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 9,303 | 0.00 | 333 | 8.82 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2,121,805 | 9.35 | 76,045 | 18.80 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1,564,813 | 9.38 | 56,083 | 18.83 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 32,288 | -0.11 | 1,157 | 8.54 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 3,587,028 | -1.79 | 128,559 | 6.69 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 45,335 | -4.97 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 37,276 | 0.16 | 1,336 | 8.80 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | GDS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 7,100 | 1,083.33 | 254 | 1,236.84 | |||
| 2025-07-02 | 13F | S. R. Schill & Associates | 23,826 | 0.30 | 854 | 8.94 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 23,921 | 0.17 | 857 | 8.89 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 9,849 | -6.68 | 353 | 1.15 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6,374 | 0.00 | 228 | 8.57 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 33,900 | 1,215 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 9,784 | -46.32 | 351 | -41.76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 36,600 | 120.48 | 1,312 | 139.67 | |||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,622,336 | 11.59 | 93,985 | 21.23 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 4,492 | 0.00 | 161 | 8.11 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 169 | 6 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 234,158 | 1.12 | 8,392 | 9.87 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 8,036,958 | 3.51 | 288,045 | 12.46 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 1,747,982 | 4.02 | 62,648 | 13.00 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 59,966 | 292.99 | 2,149 | 327.24 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 46,170 | 0.00 | 1,655 | 8.60 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 35,422 | 0.00 | 1,270 | 8.65 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 6,199 | 0.00 | 222 | 8.82 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 16,464 | -0.08 | 590 | 8.66 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 56,542 | -6.29 | 2,036 | 2.31 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 87,039 | -5.37 | 3,119 | 2.80 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9,945 | 56.99 | 356 | 71.15 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 14,117 | 11.13 | 1 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Scratch Capital Llc | 550,603 | 27.17 | 19,734 | 38.16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3,744,938 | 5.52 | 134,218 | 14.65 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 248,724 | -0.43 | 8,205 | -5.03 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 435,034 | 17.96 | 15,592 | 28.15 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 9,810 | -7.97 | 352 | 0.00 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 2,335,241 | 0.74 | 83,695 | 9.45 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4,380 | 0.00 | 144 | -4.64 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 47,312 | -8.39 | 1,696 | -0.47 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 4,942,183 | -0.46 | 179,154 | 16.93 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 1,732,376 | 20.72 | 62,088 | 31.15 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 17,432 | 0.00 | 625 | 8.52 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 485,254 | -0.79 | 17,392 | 7.78 | ||||
| 2025-08-11 | 13F | Pollock Investment Advisors, LLC | 124,401 | 96.84 | 4,459 | 113.92 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 130,529 | 9.55 | 4,678 | 19.03 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,648 | 0.00 | 131 | 8.33 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15,559,478 | -4.97 | 557,652 | 3.24 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 39,423 | -0.95 | 1,413 | 7.54 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 24,259 | 38.52 | 869 | 50.61 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 84,709 | 0.00 | 3,036 | 8.63 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 1,768,165 | -1.56 | 63,371 | 6.95 | ||||
| 2025-07-10 | 13F | Threadgill Financial, Llc | 15,705 | 0.00 | 563 | 8.49 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 140,800 | 4.59 | 5,046 | 13.62 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 183,110 | 0.47 | 6,563 | 9.15 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 6,477 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 151,726 | 13.05 | 5,438 | 22.81 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 57,835 | -15.75 | 2,073 | -8.48 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 6,452 | 0.00 | 231 | 8.96 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 389,126 | -1.65 | 13,946 | 6.84 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13,468 | 0.00 | 493 | 10.81 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 5,624 | 202 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 140,144 | -4.04 | 5,023 | 4.23 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18,048 | -8.75 | 647 | -5.56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,389,280 | -10.43 | 49,792 | -2.69 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 5,569 | 0.00 | 200 | 8.74 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 713,091 | 2.99 | 25,557 | 11.89 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 3,188 | 50.73 | 114 | 65.22 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 41,244 | 31.90 | 1,478 | 43.36 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 965,159 | 1.00 | 34,591 | 9.73 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 64,862 | 2,388 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31,898 | 234.36 | 1,143 | 264.01 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 27,452 | 0.30 | 984 | 8.98 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 68,897 | 30.06 | 2,469 | 41.33 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 16,674 | -22.78 | 598 | -16.15 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 2,073 | 0.34 | 74 | 8.82 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 21,862 | -25.07 | 784 | -18.61 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 57,351 | 0.00 | 2,055 | 8.62 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 331,926 | 0.54 | 11,896 | 9.23 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 16,123 | -16.11 | 1 | |||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 303,661 | 33.01 | 10,883 | 44.51 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 1,191,249 | 2.01 | 42,694 | 10.82 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 10,127 | 4.22 | 363 | 12.77 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 160,265 | -0.04 | 5,744 | 8.58 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 11,725 | -1.30 | 420 | 7.42 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4,964,241 | 1.47 | 177,918 | 10.23 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 573,587 | -0.99 | 20,557 | 7.56 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 34,729 | -0.01 | 1,245 | 8.65 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 27,708 | 1,014 | ||||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 86,479 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 114,905 | 160.82 | 4,118 | 183.41 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 16,156 | 521 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 14,175 | 508 | ||||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 93,828 | 21.61 | 3,363 | 32.10 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 115,776 | 0.00 | 4,149 | 8.64 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 31,121 | 2.62 | 1,127 | 12.60 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 52,045 | 0.01 | 1,865 | 8.68 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 71,866 | 0.00 | 2,576 | 8.65 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 7,167 | 0.00 | 257 | 8.47 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 92,009 | 27.61 | 3,298 | 38.65 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,124,306 | -0.12 | 40,295 | 8.52 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 24,961 | 0.00 | 895 | 8.63 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 291,758 | 3.55 | 10,457 | 12.49 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 38,896,661 | 2.91 | 1,394,056 | 11.80 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 865,618 | 4.50 | 31,024 | 13.52 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 400,819 | 2.13 | 14,365 | 10.95 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 81,394 | -0.70 | 2,917 | 7.88 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 11,399 | -4.11 | 409 | 4.08 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 11,193 | -14.78 | 401 | -7.39 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 741,701 | 6.40 | 26,583 | 15.59 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 302,298 | 0.00 | 10,834 | 8.64 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 8,164 | 0.29 | 293 | 8.96 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 34,481 | 1.86 | 1,236 | 11.26 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 940,536 | 10.70 | 33,708 | 20.24 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 11,024 | 1.41 | 395 | 10.34 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 363,536 | -0.23 | 13,029 | 8.39 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Future You Wealth Llc | 62,617 | 0.00 | 2,244 | 8.67 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 4,043,598 | -0.82 | 144,923 | 7.75 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 179,528 | 11.09 | 6,434 | 20.69 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 1,760,277 | 6.65 | 63,088 | 15.86 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 15,801 | 0.30 | 566 | 9.06 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 733,965 | 2.81 | 26,305 | 11.69 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 17,119 | 0.10 | 565 | -4.57 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 28,757 | 0.00 | 1,031 | 8.65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 579,774 | -3.76 | 21 | 5.26 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 10,210 | 0.30 | 366 | 4.58 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 57,813 | 2,117 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4,186,694 | 5.48 | 150,051 | 14.60 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 131,368 | 4,708 | ||||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 946,921 | -0.04 | 33,938 | 8.59 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 20,667 | -1.23 | 741 | 7.25 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 2,309,292 | 2.63 | 85 | 14.86 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 163,674 | 15.33 | 5,866 | 25.32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,299,720 | -11.54 | 46,582 | -3.90 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 374,658 | 1.09 | 13,428 | 9.82 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 7,965 | 0.00 | 285 | 8.78 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 118,112 | 63.81 | 4,233 | 78.01 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 84,146 | 3,016 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 970,048 | -6.96 | 34,767 | 1.08 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 6,229 | 0.00 | 222 | 10.45 | ||||
| 2025-07-09 | 13F | Emprise Bank | 18,097 | 0.00 | 649 | 8.54 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 789,234 | -76.34 | 27,031 | -76.83 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 29,062 | 0.24 | 1,042 | 8.89 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 18,203 | -3.54 | 652 | 4.82 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 11,725 | -1.68 | 420 | 6.87 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 10,747 | 0.00 | 385 | 8.76 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 20,622 | 0.00 | 739 | 8.68 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 52,762 | -0.01 | 1,891 | 8.68 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 353,940 | -37.20 | 12,685 | -31.78 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 35,127 | -18.67 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 2,045,117 | -3.15 | 73,297 | 5.22 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 6,885 | 12.85 | 247 | 22.39 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 292,421 | -0.65 | 10,480 | 7.93 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 146,848 | 4.46 | 5,263 | 13.50 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 11,012 | 0.00 | 395 | 8.54 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 182,138 | 6,528 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,450 | 124 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 725,156 | -1.31 | 25,990 | 7.22 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 13,319 | -0.97 | 477 | 7.67 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 840,212 | 4.15 | 30,113 | 13.15 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 5,692 | -39.60 | 204 | -34.19 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 22,035 | -1.88 | 790 | 6.62 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,901,625 | 4.78 | 68,154 | 13.84 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 7,143 | -6.35 | 256 | 2.00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 75,496 | 179.77 | 2,706 | 203.93 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 490,049 | 5.84 | 17,563 | 14.99 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 53,267 | -19.59 | 1,902 | -12.48 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 20,564 | 54.56 | 737 | 68.26 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 324,443 | 3.29 | 11,628 | 12.22 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 67,138 | -1.87 | 2,215 | -6.42 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 6,261 | 0.00 | 224 | 8.25 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 125,976 | -0.97 | 4,670 | 14.38 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 1,160,868 | -2.84 | 41,606 | 5.56 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 25,646 | 0.00 | 919 | 15.16 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1,105,705 | 1.21 | 39,628 | 9.96 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 69,636 | 178.99 | 2,496 | 203.16 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 958,576 | 5.54 | 34,355 | 14.65 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 1,352,041 | 7.88 | 48,457 | 17.20 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 38,022 | 0.00 | 1,363 | 8.61 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 111,426 | 26.23 | 3,993 | 37.12 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 710,019 | 1.00 | 25,447 | 9.72 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 18,395 | 0.00 | 659 | 8.75 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3,208,908 | 1.90 | 115,007 | 10.71 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 15,266 | 500.31 | 547 | 639.19 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 96,820 | 195.12 | 3,470 | 220.70 | ||||
| 2025-08-07 | 13F | Nwam Llc | 243,614 | 6.83 | 8,731 | 16.06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,983,445 | 5.96 | 71,087 | 15.12 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 29,738 | 0.00 | 1,066 | 8.56 | ||||
| 2025-05-12 | 13F | Lathrop Investment Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,072 | 38 | ||||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 111,409 | -3.27 | 4,016 | 13.83 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 62,505 | 404.81 | 2,240 | 449.02 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4,094,600 | -3.06 | 146,750 | 5.31 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 35,086 | 4.03 | 1,257 | 13.04 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10,303 | 0.00 | 369 | 8.85 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 31,103 | 0.00 | 1,115 | 8.58 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 761,910 | -1.04 | 27,307 | 7.51 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 137,620 | 4.24 | 4,932 | 13.25 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 592,874 | 21,249 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 590,085 | 15.01 | 21,149 | 24.94 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10,600 | 0.00 | 380 | 8.60 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 30,402 | 1 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 8,826 | 316 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2,654 | 0.00 | 95 | 9.20 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 14,876 | 0.00 | 533 | 8.78 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10,255 | 0.00 | 368 | 8.58 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 2,702,281 | -1.68 | 96,850 | 6.82 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 809,620 | -0.16 | 29,017 | 8.47 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 7,380 | 0.00 | 264 | 8.64 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 6,806 | 244 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1,623,446 | -2.81 | 53,557 | -7.31 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 209,011 | -5.39 | 7,491 | 2.77 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 499 | 18 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2,397,655 | -0.52 | 85,932 | 8.08 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 18,757 | 0.17 | 672 | 8.91 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 20,142 | 0.01 | 722 | 8.58 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 2,445,554 | -3.69 | 87,649 | 4.66 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 59,296 | -7.25 | 2,157 | -1.95 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 14,490 | 0.00 | 519 | 8.58 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1,428,736 | 2.87 | 51,206 | 11.76 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 13,472 | 69.33 | 483 | 83.97 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 6,430 | 0.00 | 230 | 8.49 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 3,901,103 | 6.65 | 139,816 | 15.87 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 32,293 | 0.00 | 1,157 | 8.64 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 10,662,349 | 4.89 | 382,139 | 13.95 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 2,992,083 | 1.48 | 107,236 | 10.25 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 34,921 | 0.00 | 1,152 | 115,100.00 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 11,008 | 1.55 | 395 | 10.36 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 563,574 | 13.04 | 20,198 | 22.81 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 336,024 | 0.53 | 12,043 | 9.21 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 133,852 | -40.35 | 4,797 | -35.19 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 14,466 | 518 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 858,629 | 0.49 | 30,773 | 9.17 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15,687 | -11.15 | 562 | -7.87 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 792,365 | -4.87 | 28,398 | 3.35 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 6,691,927 | -9.35 | 220,767 | -13.54 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 597,872 | 63.48 | 21,428 | 77.60 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 7,403 | 0.00 | 265 | 8.61 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 11,102 | -0.84 | 398 | 7.59 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1,738 | 0.00 | 62 | 8.77 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 43,734 | 1.17 | 1,567 | 9.89 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 3,000 | 108 | ||||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 3,055,222 | 1.22 | 109,499 | 9.97 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 76,847 | -33.54 | 2,754 | -27.79 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12,590 | -0.35 | 451 | 8.41 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 10,907 | 0.00 | 391 | 8.64 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3,135 | 0.00 | 112 | 8.74 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 491,315 | 7.26 | 16,208 | 10,158.23 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 418,748 | -5.62 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 97,762 | 1,053.53 | 3,504 | 1,155.56 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,147,537 | 2.05 | 112,808 | 10.87 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 6,837 | 0.00 | 245 | 8.89 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 364,936 | -35.89 | 13,078 | -30.32 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 827,618 | -1.50 | 29,662 | 7.01 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5,074,660 | -0.97 | 181,876 | 7.58 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 47,583 | 5.18 | 1,630 | 16.69 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 36,091 | -2.76 | 1,294 | 5.64 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 81,092 | -1.76 | 2,906 | 6.72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,695,991 | -0.76 | 60,784 | 7.81 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 752,894 | -2.80 | 26,984 | 5.60 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 188,141 | 1.99 | 6,743 | 10.80 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 72,322 | 0.00 | 2,592 | 8.68 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 21,142 | -0.02 | 758 | 8.61 | ||||
| 2025-04-17 | 13F | Ritholtz Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 128,339 | 9.82 | 4,600 | 19.30 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 1,177,574 | 2.26 | 42,204 | 11.09 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 1,237,703 | 6.12 | 44,607 | 15.93 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 2,496,805 | -0.73 | 89,486 | 7.85 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 308 | 0.00 | 11 | 10.00 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 9,243 | 0.00 | 331 | 8.88 | ||||
| 2025-07-23 | 13F | Matisse Capital | 9,431 | 0.30 | 338 | 9.03 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 50,831 | -0.42 | 1,822 | 8.14 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 64,523 | 0.00 | 2,313 | 8.65 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 109,222 | 9.89 | 3,915 | 19.40 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4,672,759 | -16.74 | 167,472 | -9.55 | ||||
| 2025-08-05 | 13F | McBroom & Associates, LLC | 9,403 | 0.00 | 310 | 0.00 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 39,113 | 0.00 | 1,402 | 8.60 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 99,799 | -0.59 | 3,292 | -5.18 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1,503,141 | 111.28 | 53,873 | 129.54 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 589,951 | 0.62 | 21,144 | 9.31 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 7,236 | 0.07 | 259 | 8.82 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 15,776 | 0.00 | 565 | 8.65 | ||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 22,504 | 0.00 | 807 | 8.63 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 27,530 | 38.73 | 987 | 50.76 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 4,190,962 | 4.70 | 150,204 | 13.74 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 17,519 | -10.50 | 628 | -2.79 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,215,953 | 2.49 | 115,260 | 11.35 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1,074,687 | -2.08 | 38,517 | 9.84 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 992,552 | 1.93 | 35,573 | 10.74 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,833,081 | 7.12 | 173,218 | 16.37 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 32,866 | 0.00 | 1,178 | 8.58 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 660,441 | -2.68 | 23,670 | 5.73 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 20,260 | 0.00 | 726 | 8.68 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 795,734 | 8.25 | 28,519 | 17.60 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 42,815 | 0.00 | 1,575 | 19.70 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 9,646 | 0.00 | 346 | 8.49 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 761,703 | 1.06 | 27,299 | 9.79 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 98,311 | -0.87 | 3,523 | 7.70 | ||||
| 2025-08-07 | 13F | Commerce Bank | 32,319 | 0.00 | 1,158 | 8.63 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 222,040 | -1.53 | 7,958 | 6.98 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 60,082 | 0.17 | 1,982 | -4.44 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8,483 | 8.09 | 304 | 17.83 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 12,975 | 0.00 | 465 | 8.64 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 1,214,514 | -6.53 | 43,528 | 1.54 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 62,582 | 0.00 | 2 | 0.00 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 10,814,333 | 15.48 | 348,979 | 4.48 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,513,314 | -0.97 | 164,826 | 9.63 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 36,213 | -0.00 | 1,298 | 8.63 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 4,716 | 41.49 | 169 | 55.05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 301,461 | -14.53 | 10,804 | -7.14 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8,516 | 305 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 16,194 | 0.00 | 580 | 8.61 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 8,405 | 0.29 | 301 | 9.06 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 140,000 | 2.52 | 5,018 | 11.39 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 6,666 | 0.00 | 239 | 8.68 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 1,765,259 | 1.28 | 63,267 | 10.03 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 14,082 | -0.22 | 505 | 8.39 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,637 | 0.00 | 95 | 9.30 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 21,846 | 783 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 226,513 | 1.19 | 8,118 | 9.94 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 1,507,338 | -0.23 | 54,023 | 8.39 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 141,388 | -0.90 | 5,067 | 7.67 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 110,885 | -0.16 | 3,974 | 8.49 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 22,880 | 123.22 | 3 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 5,620 | 201 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 35,483 | 0.57 | 1,272 | 9.29 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 12,385 | 444 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 397,638 | 2.10 | 14,251 | 10.92 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,855 | 0.00 | 102 | 8.51 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 13,777 | -31.68 | 494 | -25.86 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 28,438 | -4.82 | 1,019 | 3.45 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 14,755 | 41.26 | 529 | 53.49 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 20,514 | 100.00 | 735 | 117.46 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3,289,923 | 6.96 | 117,911 | 16.20 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 17,909 | -15.67 | 642 | -8.43 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 82,896 | -0.36 | 2,971 | 8.24 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 496,230 | -7.60 | 17,785 | 0.38 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 7,674 | 0.00 | 275 | 8.70 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 28,519 | 0.00 | 1,022 | 8.72 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 18,529 | 0.00 | 664 | 8.67 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 92,057 | 0.00 | 3,299 | 8.66 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 49,437 | -4.90 | 1,772 | 3.33 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 57,377 | 1.48 | 2,056 | 10.24 |
