Mga Batayang Estadistika
| Pemilik Institusional | 434 total, 434 long only, 0 short only, 0 long/short - change of 2.11% MRQ |
| Alokasi Portofolio Rata-rata | 0.4036 % - change of -12.67% MRQ |
| Saham Institusional (Jangka Panjang) | 40,321,673 (ex 13D/G) - change of 0.38MM shares 0.95% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,183,108 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund (US:DLN) memiliki 434 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 40,321,673 saham. Pemegang saham terbesar meliputi Pnc Financial Services Group, Inc., LPL Financial LLC, Morgan Stanley, Colony Group, LLC, Ameriprise Financial Inc, Creative Planning, UBS Group AG, Great Valley Advisor Group, Inc., Trilogy Capital Inc., and Evercore Wealth Management, LLC .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund (ARCA:DLN) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 85.05 / share. Previously, on September 6, 2024, the share price was 75.11 / share. This represents an increase of 13.23% 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. | 3,454,826 | 3,463,462 | 0.25 | 5.93 | -5.72 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 398,151 | -4.20 | 32,704 | -0.85 | ||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 1,361 | -58.52 | 270 | 3.46 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 44,122 | -4.87 | 3,624 | -1.55 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 25,193 | -1.25 | 2,121 | 7.40 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 705 | -84.38 | 58 | -83.71 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8,636 | 0.30 | 709 | 3.81 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3,971 | -66.43 | 326 | -64.57 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,758 | 4.27 | 309 | 12.41 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2,630 | 0.00 | 216 | 3.85 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57,165 | 11.75 | 4,696 | 15.64 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 7,247 | -35.35 | 595 | -33.07 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 46,995 | -0.44 | 3,860 | 3.04 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4,750 | 68.14 | 390 | 74.11 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2,635 | 0.00 | 216 | 3.35 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 3,000 | 0.00 | 246 | 3.36 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,770 | 0.81 | 967 | 4.32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 53,763 | 0.28 | 4,416 | 3.81 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 5,950 | 0.00 | 489 | 3.39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 723,415 | 12.50 | 59,421 | 16.43 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 4,024 | 0.00 | 331 | 3.45 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 6,000 | 0.00 | 493 | 3.36 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 9,710 | 1.14 | 798 | 4.59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68,159 | 3.65 | 5,599 | 7.26 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 73,089 | 8.43 | 6,083 | 23.11 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 34,096 | 6.39 | 2,801 | 10.11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 105,127 | 2.36 | 9 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 109 | 2.83 | 9 | 0.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 6,580 | 0.00 | 540 | 3.45 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1,075 | -8.51 | 88 | -5.38 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2,700 | 0.00 | 222 | 3.27 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3,595 | -1.13 | 295 | 2.43 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9,242 | 17.48 | 759 | 21.63 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 26,686 | 2,211 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 2,480 | 0.00 | 204 | 3.57 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 3,200 | 0.00 | 263 | 3.56 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 10,686 | 0.00 | 878 | 3.42 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 31,319 | 26.62 | 2,573 | 31.02 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 13,156 | 0.00 | 1,081 | 3.45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 104,628 | -1.00 | 8,594 | 2.46 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 86 | 0.00 | 7 | 16.67 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7,802 | 0.00 | 641 | 3.39 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4,763 | 0.00 | 391 | 3.44 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 4,964 | -53.58 | 408 | -52.00 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 250 | 0.00 | 21 | 5.26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 635,924 | 8.51 | 52 | 13.04 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,686 | 0.00 | 138 | 3.76 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 19,534 | -36.03 | 1,605 | -33.80 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 35,713 | -12.24 | 2,933 | -9.17 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2,964 | 243 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13,385 | 1,099 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 5,149 | 0.00 | 423 | 3.43 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7,622 | -3.18 | 626 | 0.32 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7,141 | 587 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 39,288 | -1.22 | 3,227 | 2.25 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5,008 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,047,944 | 5.71 | 86,078 | 9.40 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 336 | 0.00 | 28 | 3.85 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 193 | 0.00 | 16 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8,617 | -13.21 | 1 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 16,049 | 14.83 | 1,318 | 18.85 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 13,075 | 0.00 | 1,074 | 3.47 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 45,802 | 0.30 | 3,762 | 3.81 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 7,456 | 0.00 | 612 | 3.55 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 12 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6,008 | -2.32 | 494 | 1.02 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 8,373 | 0.00 | 688 | 3.46 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21,715 | 0.04 | 1,784 | 3.54 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 108,544 | -0.37 | 8,916 | 3.10 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 582 | 0.34 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 930 | 0.00 | 76 | 4.11 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9,218 | 0.00 | 757 | 3.56 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 164,580 | -8.48 | 13,519 | -5.29 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 748 | 0.00 | 61 | 3.39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16,472 | 21.24 | 1,345 | 26.05 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 19,616 | -2.15 | 1,629 | 8.90 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3,811 | 313 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 67,194 | -1.15 | 5,519 | 2.30 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6,900 | -13.46 | 567 | -10.44 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18,997 | 11.44 | 1,560 | 15.30 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 31,925 | 0.07 | 2,622 | 3.55 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 3,956 | -0.33 | 325 | 2.86 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 33,686 | -0.78 | 2,767 | 2.67 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 23,976 | 42.25 | 1,969 | 47.27 | ||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 12,733 | 0.00 | 1,046 | 3.47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,800 | -5.31 | 148 | -2.00 | ||||
| 2025-08-14 | 13F | Clg Llc | 279,875 | 13.74 | 22,989 | 17.71 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 126,368 | 1.60 | 10,380 | 5.15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61,946 | 0.02 | 5,088 | 3.52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 496,816 | 8.53 | 40,814 | 12.31 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 5,109 | -15.12 | 420 | -12.16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 56,332 | -1.67 | 4,627 | 1.76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,886,291 | -0.16 | 319,220 | 3.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 57,127 | -2.83 | 4,692 | 0.56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,082 | 0.00 | 335 | 3.72 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 600 | 0.00 | 49 | 4.26 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 2,824 | 0.00 | 232 | 3.13 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 9,195 | -1.40 | 755 | 2.03 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 99,949 | 3.19 | 8,210 | 6.79 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 16,699 | 0.00 | 1,372 | 3.47 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 4,000 | 0.00 | 329 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 89,522 | -25.92 | 7,353 | -23.33 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 | 1 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 17,352 | 0.00 | 1,425 | 3.49 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 4,980 | 0.00 | 409 | 3.54 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 4,725 | 0.00 | 392 | 4.53 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 915 | 0.44 | 75 | 4.17 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8,434 | 7.76 | 693 | 11.43 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6,058 | 0.00 | 498 | 3.54 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 400 | -40.92 | 33 | -39.62 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 20,336 | -7.62 | 1,670 | -4.41 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 4,990 | 0.00 | 410 | 3.28 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,301,779 | -1.02 | 106,928 | 2.43 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,425 | -7.62 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44,545 | -15.17 | 4 | -25.00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 3,476 | 3.36 | 287 | 9.16 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 15,714 | 0.00 | 1,291 | 3.45 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 25,372 | -2.46 | 2,100 | 1.70 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 2,493 | 205 | ||||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 2,617 | 0.00 | 215 | 3.38 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 320 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 7,683 | -0.40 | 631 | 3.10 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 974 | 0.00 | 82 | 8.00 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 3,670 | -23.70 | 301 | -21.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 56,949 | 124.01 | 4,678 | 131.88 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 62,487 | 0.02 | 5,133 | 3.51 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2,842 | 0.57 | 233 | 4.02 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 22,863 | 47.56 | 1,878 | 52.73 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 335,693 | -0.57 | 27,574 | 2.90 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3,109 | -3.00 | 255 | 0.39 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 65,224 | 62.15 | 5,358 | 67.83 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,000 | 0.00 | 246 | 3.36 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 53,709 | -2.16 | 4,412 | 1.24 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 | -99.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 6,606 | 0.00 | 543 | 3.44 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14,902 | 0.00 | 1,224 | 3.55 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 18,664 | 12.07 | 1,533 | 16.05 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,629 | -67.68 | 1,366 | -66.57 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,453 | -0.69 | 284 | 2.91 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 11,673 | 0.00 | 959 | 3.46 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 237,434 | 0.53 | 19,503 | 108,244.44 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2,880 | 0.00 | 229 | 6.51 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 2,533 | 0.12 | 208 | 4.00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 7,967 | -0.74 | 654 | 2.67 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 6,231 | 0.00 | 512 | 3.44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39,096 | -5.03 | 3 | 0.00 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 5,849 | 0.57 | 480 | 4.12 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8,212 | 0.00 | 675 | 3.53 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 851 | 0.00 | 70 | 2.99 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 37,314 | 0.00 | 3 | 50.00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 586 | 138.21 | 48 | 166.67 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16,445 | 0.93 | 1,351 | 4.41 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 51,018 | 6.15 | 4,191 | 9.86 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33,339 | 5.11 | 2,738 | 8.78 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1,700 | -63.83 | 140 | -62.33 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 814 | 67 | ||||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 6,821 | 0.40 | 1 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 61,879 | 0.60 | 5,082 | 4.12 | ||||
| 2025-08-13 | 13F | Options Solutions, Llc | 9,000 | 0.00 | 739 | 3.50 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11,613 | 75.58 | 954 | 81.87 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 4,924 | 0.00 | 404 | 3.59 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3,587 | 0.08 | 295 | 3.52 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1,465 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 15,300 | -21.88 | 1,257 | -19.18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9,397 | 11.50 | 772 | 15.42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6,388 | -1.99 | 525 | 1.35 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 18,995 | 0.00 | 1,560 | 3.52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,106,770 | 47.36 | 173,055 | 52.73 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,159 | 0.00 | 259 | 3.60 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 8,757 | -17.16 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,494 | -4.60 | 123 | -1.61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7,829 | -12.58 | 643 | -9.44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,074 | 269.01 | 1,320 | 282.61 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,742 | 143 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 15,910 | 11.45 | 1,328 | 26.86 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 8,672 | 0.45 | 712 | 3.94 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 29,700 | -0.54 | 2,440 | 2.91 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3,597 | 0.14 | 295 | 3.51 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 4,710 | 0.00 | 387 | 3.49 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 92,805 | -0.59 | 7,623 | 2.87 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 182 | 0.00 | 15 | 0.00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 5,664 | 0.00 | 465 | 3.56 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 94,284 | 2.36 | 7,745 | 5.94 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9,241 | -92.54 | 759 | -92.28 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 3,968 | -1.61 | 326 | 1.56 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5,379 | 0.00 | 442 | 3.52 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 68,877 | -0.52 | 5,658 | 2.95 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 164 | 0.00 | 13 | 8.33 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,799 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 578,307 | 3.34 | 47,502 | 6.95 | ||||
| 2025-04-09 | 13F | Sarasin & Partners LLP | 46,577 | 3,659 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1,157,031 | -1.74 | 95,039 | 1.69 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3,375 | 0.00 | 277 | 3.75 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 67,872 | -7.34 | 5,575 | -4.09 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 21,690 | 0.52 | 1,782 | 4.03 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,954,379 | -0.32 | 242,673 | 3.16 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 7,858 | 0.15 | 645 | 3.70 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11,811 | -50.00 | 970 | -48.24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2,807 | 0.00 | 231 | 3.60 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8,050 | -1.59 | 672 | 3.54 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 2,735 | 0.40 | 0 | |||||
| 2025-04-30 | 13F | Bank Hapoalim Bm | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 1,072,367 | -1.71 | 88,084 | 1.72 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 253 | -98.06 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 194 | 0.00 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 313,974 | -0.67 | 25,790 | 2.79 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3,955 | 325 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 5,186 | -11.49 | 426 | -8.60 | ||||
| 2025-08-07 | 13F | PFG Advisors | 25,866 | 70.44 | 2,125 | 76.41 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 297 | 0.00 | 25 | 9.09 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 28,061 | -17.61 | 2,305 | -14.76 | ||||
| 2025-05-13 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 45,623 | 0.00 | 3,747 | 3.48 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 34,627 | 0.31 | 2,844 | 3.83 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 500 | 0.00 | 41 | 5.13 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,093 | 5.11 | 501 | 8.70 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 944 | 0.00 | 78 | 4.05 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10,032 | 1.53 | 824 | 5.10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30,119 | -35.43 | 2,474 | -33.20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56,709 | 6.01 | 4,658 | 9.73 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 4,681 | -2.36 | 385 | 1.05 | ||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 785 | -0.76 | 64 | 3.23 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,432 | 623.23 | 118 | 680.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68,898 | 4.00 | 5,659 | 7.65 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 251,283 | 2.51 | 20,640 | 6.09 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 4,700 | 0.00 | 386 | 3.49 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 3,076 | 0.00 | 253 | 3.28 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 8,589 | -5.36 | 706 | -2.08 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 2,722 | 0.00 | 224 | 3.24 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 84 | -94.20 | 7 | -94.74 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,200 | 0.00 | 99 | 3.16 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15,642 | 113.54 | 1,285 | 121.00 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 328,329 | 3.15 | 26,969 | 6.74 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6,914 | 0.00 | 568 | 3.47 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 32,075 | -0.64 | 2,635 | 2.81 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 2,602 | 214 | ||||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16,340 | -0.07 | 1,342 | 3.47 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 57,810 | 0.23 | 4,748 | 3.71 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6,551 | 0.00 | 538 | 3.66 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 268 | 0.00 | 22 | 4.76 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 2,862 | 0.56 | 235 | 4.44 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2,527 | 0.00 | 208 | 3.50 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7,420 | 2.91 | 609 | 6.47 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 17,022 | 108.07 | 1,398 | 115.41 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2,408 | 203 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,150 | -0.22 | 834 | 3.22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,677 | -23.20 | 713 | -18.91 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 2,725 | 0.00 | 224 | 3.24 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254,421 | 1.40 | 20,898 | 4.94 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 160 | 0.00 | 13 | 8.33 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 111,545 | 2.94 | 9,162 | 6.53 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 9 | 50.00 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,724 | 17.27 | 470 | 21.45 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,777 | -16.59 | 392 | -13.66 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 4,853 | 0.00 | 399 | 3.38 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6,271 | 515 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 | 0 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 17,369 | 1.76 | 1,427 | 5.32 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3,738 | 0.00 | 307 | 3.72 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 400 | 0.00 | 33 | 3.23 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7,370 | -0.15 | 606 | 3.41 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 11,503 | -46.26 | 945 | -44.44 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 5,756 | 0.00 | 473 | 3.51 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 810 | 0.00 | 67 | 3.13 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 5,084 | 0.00 | 418 | 3.47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9,315 | 5.05 | 765 | 11.03 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3,982 | 327 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,516 | 441.43 | 125 | 463.64 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 51,440 | 0.00 | 4,225 | 3.50 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9,083 | 0.02 | 746 | 5.67 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,517 | -0.99 | 289 | 2.49 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 193,957 | 7.24 | 15,932 | 10.98 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3,394 | 0.00 | 279 | 3.35 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2,440 | 200 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31,783 | 6.92 | 2,611 | 10.64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 46,420 | -4.01 | 3,813 | -0.68 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 103 | 8 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 17,027 | 0.56 | 1,399 | 4.10 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,890 | 320 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 43,271 | 11.70 | 3,554 | 15.61 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14,566 | 1.12 | 1,196 | 4.64 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 32,367 | 63.29 | 2,659 | 68.98 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 6,880 | 0.00 | 565 | 3.48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,057 | 826 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 261,991 | 1.14 | 21,520 | 4.67 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6,057 | -1.77 | 498 | 1.64 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 10,114 | 0.00 | 831 | 5.60 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 8,059 | 0.04 | 662 | 3.44 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12,623 | -39.98 | 1,037 | -37.93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,411,847 | 1.72 | 198,109 | 5.27 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,191 | 46.85 | 262 | 52.33 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 55,070 | -0.92 | 4,523 | 2.54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,249,447 | -6.07 | 266,910 | -2.79 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,725 | 0.47 | 717 | 3.92 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 7,475 | -2.61 | 614 | 1.32 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12,695 | 1,043 | ||||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 3,600 | 0.00 | 296 | 3.51 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 223,864 | 2.00 | 18,388 | 5.57 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9,269 | 0.37 | 761 | 3.82 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 7,707 | 0.00 | 633 | 3.60 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28,151 | 63.70 | 2,312 | 71.26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27 | 0.00 | 2 | 0.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 138 | -9.80 | 11 | -9.09 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 126,740 | -5.63 | 10,410 | -2.34 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 15,426 | 8.86 | 1,267 | 12.72 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 3,980 | 0.00 | 327 | 3.49 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,379 | 162.78 | 606 | 172.97 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 5,461 | -5.26 | 449 | -1.97 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7,540 | -1.32 | 619 | 2.15 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 246 | 0.00 | 20 | 5.26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15,378 | -1.14 | 1,263 | 2.35 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5,302 | 436 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12,692 | 1,043 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,049,861 | 1.44 | 86,236 | 4.98 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,480 | -18.19 | 861 | -15.35 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2,646 | -10.76 | 217 | -7.66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,972 | 0.46 | 326 | 4.15 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 6,294 | 0.06 | 517 | 3.61 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5,085 | 418 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 6,461 | 0.00 | 513 | 1.99 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,437 | -15.96 | 114 | -14.29 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2,675 | -54.71 | 220 | -53.21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 352,065 | -8.34 | 28,919 | -5.14 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 996 | 0.00 | 82 | 2.53 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 133,991 | -2.13 | 11,180 | 2.89 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 13,597 | 0.00 | 1,117 | 3.43 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 6,608 | 0.00 | 543 | 3.44 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2,911 | -7.65 | 245 | 1.24 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 314,980 | 0.55 | 25,872 | 4.06 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 3,062 | 0.00 | 252 | 3.29 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 4,798 | 0.38 | 394 | 3.96 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2,610 | 603.50 | 214 | 637.93 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,250 | 0.56 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3,275 | 16.96 | 269 | 21.17 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5,054 | 0.20 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 11,700 | 0.00 | 961 | 3.56 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 17,420 | 0.00 | 1,431 | 3.47 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 2,000 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,929 | 0.72 | 651 | 4.33 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2,557 | -16.03 | 210 | -12.86 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,412,192 | 2.02 | 115,997 | 5.58 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11,617 | 4.73 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 191,467 | -0.21 | 15,727 | 3.28 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 16 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3,152 | -1.56 | 259 | 1.57 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,168 | 0.00 | 178 | 3.49 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 14,180 | 0.00 | 1,165 | 3.47 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 3,280 | 0.00 | 269 | 3.46 | ||||
| 2025-04-30 | 13F | Seamount Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 31,353 | 0.00 | 2,575 | 3.50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,157 | 0.10 | 259 | 3.60 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 388,221 | -0.54 | 31,889 | 2.93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,618 | 133 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 18,572 | -0.16 | 1,525 | 3.32 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3,506 | 0.00 | 288 | 3.24 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 10,000 | 0.00 | 821 | 3.53 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 74,593 | 530.11 | 6,127 | 552.50 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3,688 | 303 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,500 | 0.00 | 124 | 5.08 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 54,431 | 6.34 | 4,471 | 10.04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4,807 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3,058 | -61.46 | 251 | -60.10 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 22,260 | -2.62 | 1,828 | 0.77 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 23,837 | -0.62 | 1,958 | 2.89 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5,453 | 81.77 | 448 | 87.82 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 566,005 | 0.23 | 46,491 | 3.72 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 600,370 | 11.48 | 49,310 | 15.38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 45,497 | -1.91 | 3,737 | 1.52 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5,400 | -63.51 | 444 | -62.27 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 5,329 | 0.00 | 438 | 3.55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12,558 | 14.21 | 1,032 | 18.23 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3,104 | -2.94 | 255 | 0.40 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 19,886 | 0.56 | 1,633 | 4.08 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 16 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4,999 | 0.00 | 411 | 3.54 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 9,880 | -1.22 | 812 | 2.27 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 59,923 | -1.25 | 4,922 | 2.20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 186,196 | 13.53 | 15,294 | 17.49 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 4,800 | 0.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 44 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30,778 | -6.32 | 2,529 | -3.03 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5,458 | 0.00 | 448 | 3.46 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 31,153 | 0.00 | 2,559 | 3.48 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 670 | 0.00 | 55 | 3.77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,922 | -0.79 | 404 | 2.80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,782 | -14.88 | 639 | -11.86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5,412 | 3.80 | 445 | 7.51 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 59,867 | -12.88 | 4,917 | -9.83 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4,269 | 1.31 | 351 | 4.79 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 51,237 | 0.00 | 4,209 | 3.49 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 26,075 | 0.00 | 2,142 | 3.48 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9,130 | 750 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 3,510 | 0.00 | 288 | 3.60 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 636 | 0.00 | 52 | 6.12 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 495 | 41 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 190,803 | 5.11 | 15,660 | 8.70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 166,299 | 5.73 | 13,660 | 9.42 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28,554 | -1.77 | 2,345 | 1.65 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 104 | 9 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 2,451 | 201 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 326,362 | 2.16 | 26,807 | 5.73 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 21,852 | -0.94 | 1,795 | 2.51 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5,546 | 12.84 | 456 | 16.67 | ||||
| 2025-07-18 | 13F | Vicus Capital | 3,264 | 0.09 | 268 | 3.88 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 410 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 2,714 | 0.00 | 223 | 3.26 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 3,122 | 0.00 | 256 | 3.64 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 440 | 0.00 | 36 | 5.88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 651,998 | 9.13 | 53,555 | 12.94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,552 | 0.26 | 127 | 4.10 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 171 | 0.00 | 14 | 7.69 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 3,750 | 0.00 | 308 | 3.70 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 436 | 0.69 | 36 | 2.94 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 633,518 | -26.66 | 52 | -23.53 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3,013 | -8.86 | 247 | -3.89 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3,487 | 0.00 | 286 | 3.62 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 16,168 | 0.53 | 1,328 | 4.08 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1,426 | 0.00 | 117 | 3.54 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 175,498 | -3.13 | 14,415 | 0.25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 47,079 | 24.31 | 3,867 | 28.69 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 5,800 | 0.00 | 476 | 3.48 | ||||
| 2025-05-30 | NP | DON - WisdomTree U.S. MidCap Dividend Fund N/A | 48,433 | 163.91 | 3,844 | 166.76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1,174,639 | 13.42 | 96,485 | 17.38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 167,724 | 5.56 | 13,777 | 9.24 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7,635 | 627 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 900 | 0.00 | 74 | 2.82 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8,105 | -84.81 | 666 | -84.29 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 215 | 0.47 | 18 | 6.25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3,112 | -10.83 | 255 | -7.94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 684,862 | 2.13 | 56,255 | 5.69 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 723 | 5.09 | 59 | 9.26 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 213,427 | -2.81 | 17,531 | 0.58 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1,960 | 122.73 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3,079 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3,820 | 0.00 | 314 | 3.30 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,344 | 0.09 | 451 | 11.11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 903 | 0.11 | 74 | 4.23 |
Other Listings
| MX:DLN |
