Mga Batayang Estadistika
| Pemilik Institusional | 738 total, 738 long only, 0 short only, 0 long/short - change of 1.79% MRQ |
| Alokasi Portofolio Rata-rata | 1.0226 % - change of -3.03% MRQ |
| Saham Institusional (Jangka Panjang) | 145,235,387 (ex 13D/G) - change of 2.20MM shares 1.54% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 11,747,122 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (US:DGRW) memiliki 738 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 145,235,387 saham. Pemegang saham terbesar meliputi Pnc Financial Services Group, Inc., LPL Financial LLC, Bank Of America Corp /de/, Morgan Stanley, Ameriprise Financial Inc, Hamilton Capital, LLC, Raymond James Financial Inc, HighTower Advisors, LLC, UBS Group AG, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (NasdaqGM:DGRW) 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 4, 2025 is 87.78 / share. Previously, on September 5, 2024, the share price was 80.02 / share. This represents an increase of 9.70% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-07 | PNC FINANCIAL SERVICES GROUP, INC. | 17,832,800 | 18,058,986 | 1.27 | 9.95 | -1.97 |
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.
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 21,613 | 0.93 | 1,810 | 5.79 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 1,300 | 0.00 | 109 | 4.85 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 329,125 | -0.38 | 27,561 | 4.46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 22,274 | -73.36 | 1,865 | -72.08 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 3,172 | -18.33 | 266 | -14.52 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 3,396 | 11.27 | 284 | 16.87 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 17,461 | -5.38 | 1,462 | -0.75 | ||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 87,127 | 0.00 | 7,296 | 4.87 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 78,970 | -0.21 | 6,613 | 4.64 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5,644 | 0.02 | 473 | 4.89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 86,284 | 39.90 | 7,225 | 46.70 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 39,587 | 5.35 | 3,315 | 10.50 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 333 | 0.00 | 28 | 3.85 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3,329 | -8.92 | 279 | -4.47 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 212,570 | 1.38 | 17,801 | 6.30 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 4,620 | 0.00 | 387 | 4.89 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 310 | 0.00 | 26 | 4.17 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 8,495 | 10.40 | 711 | 15.80 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 600 | 50 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 22,339 | -6.66 | 1,871 | -2.15 | ||||
| 2025-05-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 41,179 | 1.63 | 3,448 | 6.58 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 80,609 | -0.70 | 6,750 | 4.13 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 101,824 | 2.63 | 8,527 | 7.61 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4,686 | -6.75 | 392 | -2.24 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8,128 | 16.15 | 681 | 21.86 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,273 | 0.24 | 107 | 4.95 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 101,777 | -1.99 | 8,627 | 4.03 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 150 | 0.00 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5,002 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 9,980 | 836 | ||||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 3,000 | 0.00 | 251 | 5.02 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 7,762 | 0.00 | 650 | 4.85 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 3,562 | 0.00 | 298 | 4.93 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 84,108 | 77.39 | 7,043 | 86.03 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 5,803 | 17.73 | 486 | 23.41 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8,280 | 369.65 | 1 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 409 | 0.00 | 34 | 6.25 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 2,600 | 218 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 18,129 | 0.00 | 1,518 | 4.91 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7,783 | -11.17 | 670 | -4.29 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4,228 | 354 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 500 | 0.00 | 42 | 5.13 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 17,941 | 4.88 | 1,502 | 9.96 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 22,126 | -38.62 | 1,871 | -33.59 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 521,262 | -5.88 | 43,650 | -1.31 | ||||
| 2025-07-16 | 13F | Taiyo Life Insurance Co | 525,000 | -38.24 | 44 | -35.82 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 49 | 0.00 | 4 | 33.33 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 222 | 19 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6,660 | -46.93 | 558 | -44.41 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1,964 | -13.37 | 164 | -9.39 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 17 | 1 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 266 | 0.00 | 22 | 4.76 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 24,198 | -0.93 | 2,026 | 3.90 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25,426 | -1.11 | 2,129 | 3.70 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12,824 | -23.52 | 1,079 | -19.78 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 71,622 | -0.50 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 7,353 | 0.00 | 616 | 4.77 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,125 | -56.49 | 178 | -54.62 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 8,891 | 745 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3,399 | -6.54 | 285 | 7.98 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 440 | 0.00 | 37 | 2.86 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 402,419 | 6.30 | 33,699 | 11.46 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 638,089 | 184.93 | 53,434 | 198.78 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 75,927 | -0.95 | 6,358 | 3.87 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10,422 | -1.56 | 873 | 3.20 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 16,149 | 17.72 | 1,352 | 23.47 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 168,852 | 2.62 | 14,140 | 7.60 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 140,023 | -1.25 | 11,726 | 3.55 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 65,754 | 0.15 | 5,506 | 5.02 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 22,989 | 0.00 | 1,925 | 4.90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 382,970 | 5.76 | 32,070 | 10.90 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18,877 | -9.47 | 1,581 | -5.11 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 22,338 | 72.04 | 1,871 | 80.50 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 40,715 | -3.63 | 3,407 | 1.10 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 117,955 | 2.21 | 9,878 | 7.18 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 13,884 | 0.00 | 1,163 | 4.87 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 108 | 9.09 | 9 | 28.57 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 82,175 | 2.67 | 6,881 | 7.67 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 36,237 | 0.98 | 3,034 | 5.90 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10,588 | 0.04 | 887 | 4.85 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 4,320 | 0.00 | 362 | 4.94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19,788,159 | 1.70 | 1,657,060 | 6.64 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 4,061 | -80.56 | 340 | -79.62 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 26 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,818 | -19.02 | 655 | -15.28 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 384,432 | 0.39 | 32 | 6.67 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1,619 | 57.03 | 136 | 64.63 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 47,549 | -0.07 | 3,982 | 4.79 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11,119 | -10.08 | 931 | -5.67 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 7,118 | -6.73 | 596 | -2.13 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 18,263 | -0.93 | 1,529 | 3.87 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 9,697 | 7.90 | 812 | 13.25 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,673,468 | 2.73 | 726,316 | 7.72 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 989 | 83 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 2,928 | -24.01 | 245 | -20.20 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 4,980 | 0.00 | 417 | 5.04 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 4,451 | 0.00 | 373 | 4.79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20,605 | -20.64 | 1,725 | -16.79 | ||||
| 2025-08-08 | 13F | Creative Planning | 224,536 | -8.32 | 18,803 | -3.87 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 306,942 | 2.98 | 26 | 8.70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18,463 | -24.42 | 1,474 | -25.40 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 126 | 0.80 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 384,919 | -4.54 | 32,233 | 0.09 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 284,906 | 0.03 | 23,858 | 4.88 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,823 | -17.17 | 153 | -13.14 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 42,738 | 100.41 | 3,496 | 105.28 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,401,381 | 38.98 | 117,352 | 45.74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,436,892 | 3.36 | 204,065 | 8.39 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 8,326 | 0.00 | 697 | 4.97 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 8,285 | 180.47 | 694 | 194.89 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 94,874 | -5.81 | 7,945 | -1.23 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 100,214 | 8,392 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 8,104 | 0.20 | 684 | 5.89 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 441 | 15.75 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14,607 | 5.69 | 1,223 | 10.88 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 139,069 | 0.12 | 11,646 | 4.99 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 578 | 0.00 | 50 | 8.89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21,617 | 10.90 | 1,810 | 16.32 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 27 | 2 | ||||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 6,904 | -1.30 | 578 | 3.58 | ||||
| 2025-08-01 | 13F | First National Trust Co | 136,874 | 1.45 | 11,462 | 6.38 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 262 | 0.00 | 22 | 5.00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 175,923 | 30.27 | 14,732 | 36.60 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 129,999 | -12.73 | 10,886 | -8.49 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 4,777 | 0.00 | 381 | -1.30 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 84,417 | 0.85 | 7,069 | 5.76 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 4,212 | 0.02 | 353 | 4.76 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 6,489 | 0.00 | 543 | 4.83 | ||||
| 2025-08-12 | 13F | Bokf, Na | 837 | 70 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 480 | 0.42 | 40 | 5.26 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1,879 | 157 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 467 | 0.00 | 39 | 5.41 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 874,834 | -1.16 | 73,259 | 3.64 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 32,214 | -1.92 | 2,698 | 2.82 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 17,985 | -3.29 | 1,506 | 1.41 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 261 | 0.00 | 22 | 5.00 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 17 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 28,243 | 29.85 | 2,365 | 36.23 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 41,653 | 13.72 | 3,488 | 19.25 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 555 | 0.00 | 46 | 4.55 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 55,279 | 5 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4,418 | -6.16 | 370 | -1.60 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2,812 | 1.30 | 235 | 6.33 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 330,379 | 3.23 | 27,666 | 8.25 | ||||
| 2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 6,000 | 0.00 | 502 | 4.80 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 6,481 | 0.40 | 543 | 5.24 | ||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 6,391 | 535 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3,246 | 0.00 | 272 | 4.63 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,343 | 280 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6,940,040 | 7.95 | 581,078 | 13.21 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 180,137 | 2.03 | 15,085 | 6.99 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 7,461 | 625 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 38 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 4,847 | 0.41 | 406 | 5.19 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 121,496 | -10.00 | 10,174 | -5.62 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1,770 | 4.36 | 148 | 9.63 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6,588 | 0.00 | 526 | -4.01 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 41,505 | 59.13 | 3,476 | 66.91 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 2,700 | 0.00 | 226 | 5.12 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 442,863 | 14.00 | 37,085 | 19.54 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,230 | 15.00 | 605 | 20.52 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 5,031 | -0.04 | 421 | 4.99 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 9,696 | 0.00 | 812 | 4.78 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7,444 | 177.55 | 623 | 191.12 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15,829 | -7.34 | 1,342 | 4.36 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 755 | 0.00 | 63 | 5.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 9,825 | 0.00 | 823 | 4.85 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 314,479 | 7.32 | 26,335 | 12.53 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 8,025 | 0.00 | 672 | 5.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,289 | 40.63 | 443 | 47.33 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 99,110 | 3.39 | 8,299 | 8.41 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 376,331 | 6.68 | 31,514 | 11.86 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 23,599 | 21.02 | 1,976 | 26.91 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 265,543 | 18.04 | 22,237 | 23.77 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 15,985 | 0.00 | 1,339 | 4.86 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 374,931 | -2.24 | 31,827 | 3.91 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8,720 | 4.43 | 730 | 9.61 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 292,224 | -1.29 | 24 | 4.35 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 487,073 | 6.96 | 40,787 | 12.15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10,864 | -0.59 | 910 | 4.24 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 78,848 | -36.51 | 6,603 | -33.43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 21,505 | 5.72 | 1,801 | 10.84 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 26,210 | 7.03 | 2,195 | 12.23 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 39 | 2.63 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 13,585 | -0.17 | 1,138 | 4.70 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 4,904 | -4.63 | 411 | 0.00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 101,313 | 7.30 | 8,502 | 13.07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 530,229 | -6.97 | 44,409 | -2.44 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 2,543 | 0.00 | 213 | 4.43 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2,530 | 0.36 | 213 | 5.97 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 3,391 | 0.00 | 271 | -1.46 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 174,262 | 2.67 | 14,593 | 7.66 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 3,883 | -15.22 | 325 | -10.96 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4,703 | 53.89 | 394 | 61.07 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21,874 | 15.27 | 1,832 | 20.86 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2,672 | 0.41 | 224 | 5.19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 758,450 | 4.50 | 63,513 | 9.57 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 43,445 | -0.39 | 3,638 | 4.45 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 16,349 | 0.30 | 1,369 | 5.23 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 25,192 | -30.42 | 2,110 | -27.05 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 2,622 | 220 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 132,406 | 124.01 | 11,088 | 134.89 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1,371 | 115 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15,262 | 9.26 | 1,278 | 14.62 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 36,460 | 0.12 | 3,053 | 4.99 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 5,078 | 425 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 32,160 | -3.32 | 2,760 | 9.22 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3,181 | 266 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 19,580 | -3.99 | 1,640 | 0.68 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 865 | 0.00 | 72 | 4.35 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 9,086 | 0.00 | 761 | 4.83 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 12,802 | -22.55 | 1,072 | -18.79 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 436 | -11.92 | 36 | -7.69 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,291,134 | -1.64 | 108,120 | 3.14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5,749 | 13.33 | 481 | 18.77 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 642,467 | 1.75 | 53,800 | 6.69 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 17,656 | 1.56 | 1,490 | 6.97 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5,033 | -1.47 | 421 | 2.68 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 54,586 | -0.91 | 4,571 | 3.91 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 22,787 | -0.41 | 1,908 | 4.43 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 878 | 74 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 88,520 | 414.68 | 7,413 | 439.84 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 11,248 | 15.64 | 942 | 21.26 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 104,316 | -2.52 | 8,735 | 2.21 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 2,700 | 0.00 | 226 | 5.12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7,289 | -19.95 | 1 | |||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 70,158 | 18.49 | 5,875 | 24.26 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6,183 | -10.26 | 518 | -7.18 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 4,387 | -45.03 | 367 | -42.39 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 2,653 | 1,507.88 | 222 | 1,607.69 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 20,270 | -0.60 | 1,697 | 4.24 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 191,395 | -1.82 | 16,027 | 2.95 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 142 | 0.00 | 12 | 0.00 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 24,809 | -43.18 | 2,078 | -40.44 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 8,495 | 0.00 | 711 | 4.87 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 35,341 | -11.92 | 2,960 | -7.65 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 3,808 | -43.60 | 319 | -41.00 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 832,066 | 2.77 | 69,677 | 7.77 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25,564 | -6.36 | 2,141 | -1.83 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 5,150 | 5.17 | 431 | 10.23 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 4,600 | 0.00 | 385 | 4.90 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 21,320 | -3.10 | 1,785 | 1.59 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 795,448 | 1.64 | 66,611 | 6.57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 517,188 | -0.27 | 43,309 | 4.57 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2,543 | -12.28 | 213 | -8.23 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 42,946 | -22.14 | 3,596 | -15.49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 12,468,833 | -2.53 | 1,044,140 | 2.20 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,288 | 550.51 | 108 | 613.33 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 25,645 | 8.75 | 2,148 | 14.02 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53,978 | 262.41 | 4,520 | 280.15 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 32,318 | 1.22 | 2,706 | 6.16 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 14,047 | -0.35 | 1,176 | 3.16 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3,596 | 0.22 | 301 | 5.24 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 820,492 | 2.09 | 68,708 | 7.05 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,175 | 0.00 | 98 | 5.38 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 83,907 | 1.63 | 7,026 | 6.57 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 8,085 | 677 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 41 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3,370 | 0.00 | 282 | 4.83 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 115,697 | 0.21 | 9,688 | 5.09 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 400 | 0.00 | 33 | 6.45 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 2,683 | 0.19 | 225 | 5.16 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 712 | 26.69 | 60 | 34.09 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 114,470 | -1.72 | 9,586 | 3.05 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1,340 | 0.83 | 112 | 4.67 | ||||
| 2025-07-17 | 13F | KWB Wealth | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 453 | 0.00 | 38 | 2.78 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 231 | -24.01 | 19 | -20.83 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 18,372 | 376.70 | 1,538 | 394.53 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5,869 | 4.50 | 491 | 9.60 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 59,391 | -16.21 | 4,973 | -12.14 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 7,725 | 1.89 | 647 | 6.78 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 21,599 | -4.90 | 1,809 | -0.28 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 7,995 | 0.00 | 670 | 4.86 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4,157 | 0.00 | 348 | 5.14 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 396,283 | 0.93 | 34,053 | 9.96 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,045,384 | -4.71 | 87,540 | -0.08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 62,604 | 9.89 | 5,242 | 15.23 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 89,184 | 1.51 | 7,468 | 6.44 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 30,878 | -5.29 | 2,586 | -0.69 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 28,416 | 1.36 | 2,380 | 6.30 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 242 | 0.00 | 20 | 5.26 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 5,889 | 6.43 | 493 | 11.79 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 615,506 | 19.90 | 51,542 | 25.72 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,675,001 | 7.60 | 140,264 | 12.82 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 81,925 | 11.74 | 6,860 | 17.18 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5,041 | -16.44 | 422 | -12.27 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 67,973 | 6.17 | 5,692 | 11.35 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3,332 | 0.00 | 279 | 4.89 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 2,954 | 0.07 | 236 | -1.26 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 40,251 | 7.40 | 3,371 | 12.63 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 308,776 | -5.01 | 25,857 | -0.39 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 9,768 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 86,368 | 6.36 | 7,235 | 11.52 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 10,466 | 14.96 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13,547 | -17.84 | 1,134 | -13.83 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,157,920 | -4.40 | 98,684 | 2.02 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 16,905 | 0.34 | 1,416 | 5.20 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2,703 | 233 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 306 | 0.33 | 26 | 4.17 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17,483 | -5.31 | 1,464 | -0.68 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 226 | -84.82 | 19 | -84.75 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 6,742 | 6.44 | 538 | 5.08 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7,584 | -6.82 | 649 | -0.15 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,030 | -22.56 | 86 | -21.82 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 582 | 49 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 30 | -95.22 | 3 | -96.00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 611 | 19.34 | 52 | 30.77 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29,924 | 28.48 | 2,506 | 34.68 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 30,894 | -10.31 | 2,587 | -5.93 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 12,031 | -22.41 | 1,007 | -18.66 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1,820 | 0.00 | 152 | 10.14 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 6,815 | -58.62 | 571 | -56.65 | ||||
| 2025-07-16 | 13F | American National Bank | 842 | -3.88 | 71 | 1.45 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2,688 | -2.86 | 225 | 2.27 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 6,921 | 0.00 | 553 | -1.43 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 381 | -19.62 | 32 | -16.22 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 104 | 0.00 | 9 | 0.00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14,200 | 1,189 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5,161 | -29.08 | 432 | -25.65 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 598,854 | 2.14 | 50,148 | 7.10 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 549,082 | -8.52 | 45,980 | -4.07 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 3,796 | 0.00 | 303 | -3.50 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 4,639 | 16.18 | 388 | 22.01 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 3,515 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 49,239 | -54.11 | 4,123 | -51.88 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 2,926 | 0.00 | 245 | 5.15 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 3,576 | 0.03 | 299 | 4.91 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 20,983 | 117.15 | 1,757 | 127.89 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 100,296 | 153.86 | 8,399 | 166.18 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 359,257 | 2.73 | 30,084 | 7.73 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 5,680 | 476 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 52,373 | 6.97 | 4,386 | 12.15 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 136,049 | -17.97 | 11,393 | -13.99 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 89,614 | -15.94 | 7,504 | -11.85 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 3,962 | -4.81 | 332 | -0.30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,849,118 | -1.70 | 238,585 | 3.08 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8,891 | 745 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,570 | 0.00 | 131 | 3.15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 81,283 | 0.04 | 6,807 | 4.90 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,200 | -6.86 | 687 | -2.42 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 5,971 | 1.07 | 500 | 6.16 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 667,745 | 0.17 | 55,917 | 5.04 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 90 | 0.00 | 8 | 0.00 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 11,489 | 0.00 | 962 | 4.91 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 59,160 | 0.33 | 4,954 | 5.20 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11,941 | 8.77 | 1,000 | 14.04 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7,173 | -4.80 | 601 | -0.17 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 3,322 | -4.21 | 278 | 0.72 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8,424 | -29.80 | 1 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 65,015 | 3.64 | 5,444 | 8.68 | ||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 62,700 | -5.71 | 5,250 | -1.13 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 192,923 | 3.41 | 16,155 | 8.44 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 4,000 | 0.00 | 335 | 4.70 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 6,887 | -0.35 | 577 | 4.54 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 12,792 | 10.71 | 1,071 | 16.16 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 51,418 | 0.41 | 4,306 | 5.28 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 72,461 | -6.29 | 6,068 | -1.75 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 379,667 | -11.94 | 31,793 | -7.66 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 10,604 | 11.20 | 914 | 20.11 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51,475 | -4.60 | 4,311 | 0.05 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 208,315 | 5.05 | 17,444 | 10.15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,598,017 | 0.76 | 133,818 | 5.66 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 14,832 | 0.00 | 1,242 | 4.90 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,609 | 0.00 | 470 | 4.92 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 24,763 | 1.76 | 2,074 | 6.69 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23,762 | 11.50 | 1,990 | 15.37 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 47,513 | 170.93 | 3,979 | 184.14 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7,536 | -2.82 | 631 | 1.94 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 960 | 214.75 | 80 | 233.33 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 180 | 0.00 | 15 | 7.14 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 8,713 | 0.00 | 730 | 4.89 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 21,174 | 11.96 | 1,773 | 17.42 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 3,700 | 0.00 | 310 | 4.75 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 172,359 | 8.97 | 14,442 | 14.34 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22,323 | -1.03 | 1,916 | 8.62 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 109,465 | 3.56 | 9,167 | 8.60 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 73 | 0.00 | 6 | 20.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,667 | 0.00 | 391 | 4.84 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7,749 | 154,880.00 | 649 | |||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 410 | 5.94 | 34 | 13.33 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 3,828 | 321 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 56,153 | -27.78 | 4,702 | -24.27 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 21,779 | 0.00 | 1,824 | 4.83 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,954,303 | -13.46 | 163,653 | -9.25 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6,734 | 134.23 | 564 | 145.85 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,799 | 0.20 | 904 | 5.12 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 59,616 | -11.73 | 4,992 | -7.44 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 317 | 0.00 | 27 | 4.00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 595 | 0.00 | 50 | 4.26 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 14,987 | 24.83 | 1,255 | 31.00 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 22,093 | 0.20 | 1,850 | 5.11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 143 | 0.00 | 12 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 279,285 | -2.47 | 23,387 | 2.27 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 5,416 | 0.00 | 454 | 4.86 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 51,695 | -69.61 | 4,329 | -68.14 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 121,218 | 2.42 | 10,114 | 7.02 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13,690 | 367.24 | 1,146 | 391.85 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 40,611 | -4.50 | 3,401 | 0.12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,353 | -1.50 | 867 | 3.34 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 5,378 | 0.00 | 450 | 4.90 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 41,274 | 5.02 | 3,456 | 10.13 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 71,335 | 4.91 | 5,974 | 10.00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 125,691 | -1.64 | 10,525 | 3.14 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 166,355 | 13.36 | 13,931 | 18.87 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 10,749 | -6.45 | 900 | -1.85 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 537,459 | 1.35 | 45 | 4.76 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 158,640 | 19.25 | 13,285 | 25.04 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 124,470 | 17.47 | 10,516 | 23.92 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,111 | 177 | ||||||
| 2025-08-13 | 13F | Ted Buchan & Co | 11,436 | -8.48 | 958 | -4.01 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 268 | 0.00 | 22 | 4.76 | ||||
| 2025-05-05 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 7,846 | -4.02 | 657 | 0.77 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 21,173 | 10.11 | 1,773 | 15.50 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 15,735 | 42.80 | 1,318 | 49.83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 594,448 | -10.63 | 49,779 | -6.29 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 4,884 | 0.00 | 408 | 4.88 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4,173 | 40.36 | 349 | 47.26 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 4,536 | 0.00 | 380 | 4.70 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 114,299 | 2.24 | 9,571 | 7.21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 159,032 | 3.02 | 13,317 | 8.02 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 72,223 | -4.01 | 6,048 | 0.65 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 624,253 | -2.41 | 52,275 | 2.33 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 18,415 | 0.00 | 1,542 | 4.90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29,070 | -6.41 | 2,434 | -1.85 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27,039 | 329.67 | 2,264 | 351.00 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 424 | 0.00 | 0 | |||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 267 | 4.30 | 22 | 10.00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42,269 | 0.00 | 3,601 | 12.15 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10,601 | 4.10 | 888 | 9.10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,422,037 | 4.99 | 1,040,221 | 10.09 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 46,144 | 32.70 | 3,864 | 39.14 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12,650 | -15.58 | 1,059 | -11.45 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 150 | 0.00 | 13 | 9.09 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 4,175 | 12.08 | 350 | 17.51 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 19,708 | 3.29 | 1,650 | 8.34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 398,238 | -1.37 | 33 | 3.13 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4,210 | 353 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 810,820 | -0.74 | 67,898 | 4.09 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 19,178 | 0.27 | 1,606 | 5.11 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 10,345 | 0.00 | 1 | |||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 266,894 | -2.77 | 22,350 | 1.95 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 250 | 0.00 | 21 | 5.26 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 182,625 | 2.98 | 15,293 | 7.99 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 286,100 | 23,958 | ||||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 229,642 | 1.74 | 19,230 | 5.96 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1,965 | 35.89 | 165 | 42.61 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 3,912 | 328 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 767,357 | -0.23 | 64,258 | 4.62 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 33,546 | -5.17 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1,429 | 117.17 | 120 | 128.85 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,706 | 8.25 | 143 | 13.60 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 7,340 | 0.00 | 615 | 4.78 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 150 | 0.00 | 13 | 9.09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4,070 | -42.13 | 337 | -39.93 | ||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 277,374 | 15.50 | 23,227 | 21.11 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 869 | 0.00 | 75 | 7.25 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 6,893,933 | 2.91 | 577,298 | 7.91 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 126,060 | -1.82 | 10,556 | 2.96 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 13,768 | 0.10 | 1,153 | 4.92 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 3,572 | 2.23 | 299 | 7.17 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 9,825 | 0.00 | 823 | 4.85 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 159,485 | -7.60 | 13,728 | 2.61 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 49,221 | 126.29 | 4,122 | 137.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 866,443 | 0.19 | 72,556 | 5.06 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 16,280 | 0.49 | 1,372 | 7.44 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,600 | 20.68 | 301 | 41.98 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5,179 | 3.09 | 434 | 7.98 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 282,059 | 23,620 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4,794 | -68.03 | 401 | -66.50 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 163,760 | 1.13 | 13,713 | 6.04 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14,987 | 45.76 | 1,255 | 47.30 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 4,078 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Connable Office Inc | 312,643 | 12.43 | 26,181 | 17.89 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 27,718 | 0.33 | 2,319 | 5.08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 251,701 | 17.67 | 21,002 | 24.11 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3,120 | 0.00 | 261 | 4.82 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 6,879 | 296.94 | 576 | 317.39 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 876,024 | 1.02 | 73,358 | 5.92 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2,523 | 0.00 | 211 | 4.98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 376,167 | 5.72 | 31,500 | 10.86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 279,635 | -5.45 | 23 | 0.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,199 | -0.40 | 438 | 5.04 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4,662 | -10.21 | 390 | -5.80 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 301,799 | 2.11 | 25,273 | 7.07 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 57,627 | 2.02 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21,591 | 5.30 | 1,808 | 10.45 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 3,605 | -15.28 | 302 | -11.21 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 5,047 | 51.06 | 423 | 58.65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 426,417 | 76.33 | 35,708 | 84.90 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 118,983 | 8.89 | 9,964 | 14.18 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 16,263 | 0.26 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,269 | 602.02 | 525 | 670.59 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 13,708 | 0.00 | 1,148 | 4.84 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6,208 | 22.98 | 520 | 28.78 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 27,695 | -10.46 | 2,319 | -6.08 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4,128 | -88.14 | 346 | -87.59 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 381 | 0.00 | 32 | 3.33 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 2,828 | 0.00 | 237 | 4.89 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 112,097 | -1.95 | 9,387 | 2.81 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 39,475 | -0.50 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6,999 | 24.85 | 586 | 31.10 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 24,216 | 0.00 | 2,028 | 4.86 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 15,097 | 7.30 | 1,264 | 12.56 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 23,038 | 1,929 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 63,900 | 11.31 | 5,351 | 16.71 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 4,205 | 352 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,517 | -6.30 | 462 | -1.70 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 3,337 | 284 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,293,759 | 0.59 | 108,337 | 5.47 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6,635 | -12.19 | 556 | -7.96 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 44,270 | -6.49 | 3,707 | -1.96 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 70,922 | 0.15 | 5,939 | 5.00 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 46,469 | -0.33 | 3,891 | 4.51 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 111,891 | 12.07 | 9,370 | 17.51 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,267 | 106 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 2,662 | 0.00 | 223 | 4.72 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36,352 | -8.39 | 3,044 | -3.91 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5,313 | 49.92 | 445 | 56.89 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 3,035 | -9.00 | 254 | -4.51 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 59,878 | -1.22 | 5,014 | 3.57 | ||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3,753 | 0.00 | 314 | 5.02 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12,089 | -12.57 | 1,012 | -8.33 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 3,757 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 93,477 | 4.94 | 7,828 | 10.04 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 4,806 | 0.00 | 402 | 4.96 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 21,563 | 230.37 | 1,806 | 249.81 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5,694 | -5.01 | 477 | -0.42 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2,400 | 201 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,081 | 0.98 | 1,012 | 6.87 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 15,772 | 3.65 | 1,321 | 8.64 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 946,079 | 1.51 | 79,225 | 6.44 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2,499 | 214 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2,881 | -0.52 | 241 | 4.33 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4,664 | 50.31 | 391 | 55.38 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 2,896 | 0.00 | 243 | 4.76 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 462 | -82.50 | 39 | -81.90 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 449,840 | -3.43 | 38,461 | 3.39 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 804,271 | -3.43 | 67,350 | 1.26 | ||||
| 2025-07-23 | 13F | Somerville Kurt F | 4,500 | 0.00 | 377 | 4.74 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 16,748 | 5.85 | 1,402 | 11.01 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1,296 | 437.76 | 109 | 473.68 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 6,566 | 1.85 | 550 | 6.81 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 477 | -25.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,540,325 | 0.58 | 296,467 | 5.46 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 168,850 | 0.41 | 14,139 | 5.29 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 117,480 | 5.10 | 9,829 | 10.12 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5,416 | -0.26 | 438 | 1.15 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 118,669 | 1.13 | 9,937 | 6.05 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 194,594 | 31.37 | 16 | 33.33 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 18,685 | 1,565 | ||||||
| 2025-08-14 | 13F | LM Advisors LLC | 23,346 | 22.67 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1,221 | 0.00 | 102 | 5.15 | ||||
| 2025-03-05 | 13F | Castle Rock Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 158 | 13 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,347 | 0.00 | 197 | 4.81 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 12,136 | 35.83 | 1,016 | 42.50 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1,755 | 140 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 5,565 | 0.00 | 466 | 4.95 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 15,800 | 0.87 | 1,323 | 5.84 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 293,373 | 1.55 | 24,992 | 17.43 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6,902 | -98.99 | 578 | -98.94 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,505 | -8.34 | 210 | -4.13 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 129,103 | 13.87 | 10,772 | 20.10 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18,299 | -4.30 | 1,532 | 0.33 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 118,128 | -1.91 | 9,434 | -3.21 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,416 | -0.61 | 286 | 4.38 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 121 | -32.02 | 10 | -28.57 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 87 | 0.00 | 7 | 16.67 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 600 | 0.00 | 48 | -2.08 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,718 | 0.35 | 144 | 5.15 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 3,400 | 0.00 | 285 | 4.80 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 18,081 | 4.02 | 1,514 | 9.08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 446,292 | 5.77 | 37,372 | 10.91 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13,377 | 1,273.41 | 1,120 | 1,354.55 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 5,822 | 0 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 15,222 | -3.16 | 1,275 | 1.51 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,247 | -2.67 | 691 | 2.07 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 62,968 | 10.63 | 5,273 | 16.00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 118,744 | 8,274.05 | 1 | -99.12 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,069 | 167.92 | 90 | 187.10 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 23,050 | -24.95 | 1,930 | -21.29 | ||||
| 2025-08-14 | 13F | Family Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23,622 | -1.69 | 1,978 | 3.13 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 29,781 | 1.40 | 2,494 | 6.31 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 4,222 | 0.00 | 354 | 7.95 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 45,184 | -3.13 | 3,784 | 1.58 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4,069 | 10.03 | 341 | 15.25 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 558,375 | 7.12 | 46,758 | 12.33 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 9,312 | 780 | ||||||
| 2025-08-06 | 13F | S&t Bank/pa | 316 | 0.00 | 26 | 4.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3,447 | -38.13 | 289 | -35.14 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 131,154 | -4.23 | 10,983 | 0.42 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,960 | -1.86 | 332 | 1.53 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 12,520 | -1.12 | 1,048 | 3.66 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,807 | 0 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 138 | 0.00 | 12 | 0.00 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 31,521 | -1.41 | 2,640 | 3.37 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17,934 | 22.85 | 1,502 | 28.84 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 42,439 | 9.76 | 3,554 | 15.10 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 334,379 | 11.54 | 28,001 | 16.96 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 45,750 | -11.17 | 3,831 | -6.86 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 5,828 | 0.02 | 488 | 4.95 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 51,589 | -12.04 | 4,320 | -7.75 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3,125 | 0.00 | 262 | 4.82 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2,232 | 167.95 | 187 | 181.82 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 254,092 | -1.51 | 21,278 | 3.28 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 221,940 | 2.18 | 18,585 | 7.14 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 4,869 | 5.46 | 408 | 10.60 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 81 | 0.00 | 7 | 0.00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5,622 | -38.35 | 471 | -35.44 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2,498 | 6.75 | 209 | 12.37 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 413 | 0.00 | 35 | 6.25 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 25,828 | -85.65 | 2,163 | -84.96 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 7,050 | -11.88 | 590 | -7.52 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 863 | 0.35 | 72 | 5.88 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 77,200 | 2.94 | 6,465 | 7.93 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 38,431 | 9.19 | 3,272 | 16.44 | ||||
| 2025-08-14 | 13F | Fmr Llc | 49,902 | -4.99 | 4,179 | -0.38 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 203,575 | 10.28 | 17,047 | 15.64 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 40,186 | 15.18 | 3,364 | 20.75 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 149,605 | -5.16 | 12,876 | 8.39 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 23,966 | 11.55 | 2,007 | 16.97 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 334,535 | 4.74 | 28,014 | 9.83 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 4,400 | -18.52 | 368 | -14.62 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,257 | 0.00 | 608 | 4.84 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 5,059 | -1.40 | 424 | 3.42 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3,169 | -1.34 | 265 | 3.52 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 105,614 | 3.61 | 8,844 | 8.65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 78,532 | 71.84 | 6,556 | 81.36 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 305 | 33.19 | 24 | 33.33 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 90,449 | 2.43 | 7,574 | 7.42 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 59,996 | 5,024 | ||||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 40,383 | 2.44 | 3,382 | 7.40 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 67,426 | 1,467.66 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 2,498 | 0 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5,229 | 9.01 | 438 | 12.63 | ||||
| 2025-07-31 | 13F | United Community Bank | 3,644 | 112.60 | 305 | 124.26 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 6,868 | -8.44 | 575 | -4.01 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 449,980 | -0.62 | 37,681 | 4.21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 13,626 | 2.10 | 1,141 | 7.14 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4,575 | 383 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 194,780 | 7.84 | 16,311 | 13.08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 191,060 | 3.56 | 15,999 | 8.59 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10,597 | -23.04 | 887 | -19.29 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 58,624 | -2.61 | 4,682 | -3.90 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 122,973 | -4.15 | 10,298 | 0.50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7,959 | 1.61 | 1 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 14,240 | 1,192 | ||||||
| 2025-07-31 | 13F | CNB Bank | 1,563 | 0.00 | 131 | 4.84 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 5,863 | -0.36 | 491 | 4.48 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3,408 | 4.28 | 285 | 9.62 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 794 | 0.00 | 66 | 4.76 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4,180 | -11.91 | 350 | -7.41 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 17,911 | 4.21 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 737,052 | -11.95 | 61,721 | -7.68 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 682,623 | -20.11 | 57,163 | -16.23 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 17,957 | -15.68 | 1,498 | -11.05 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 500 | 0.00 | 42 | 2.50 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 5,141 | 0.00 | 431 | 4.88 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 737 | 62 | ||||||
| 2025-07-14 | 13F | Friday Financial | 5,300 | 0.00 | 444 | 4.24 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 12,124 | 0.37 | 1,015 | 5.29 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7,566 | 9.35 | 634 | 14.67 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 28,712 | 25.04 | 2,404 | 31.15 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16,671 | 9.16 | 1,396 | 14.52 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 16,466 | 1,379 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 127,753 | 4.05 | 10,698 | 9.11 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 2,850 | 0.00 | 239 | 4.85 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 20,251 | 121.30 | 1,696 | 132.19 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 13,080 | -27.06 | 1,095 | -23.53 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 698,845 | 1.72 | 58,521 | 6.67 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 22,149 | 105.43 | 1,855 | 115.33 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2,980 | 250 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 8,300 | 100.00 | 695 | 109.97 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 29,130 | -1.49 | 2,439 | 3.30 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 7,540 | 25.33 | 631 | 31.46 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 5,360 | -91.86 | 449 | -91.48 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 63,863 | 50.43 | 5,346 | 57.70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,607 | -38.62 | 888 | -35.61 | ||||
| 2025-07-18 | 13F | Deltec Asset Management Llc | 6,300 | 0.00 | 528 | 4.77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9,689 | 29.51 | 811 | 35.85 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 2,952 | 247 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 134,676 | 6.15 | 10,755 | 4.75 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 120,061 | -4.89 | 10,054 | -0.28 |
