Mga Batayang Estadistika
| Pemilik Institusional | 432 total, 432 long only, 0 short only, 0 long/short - change of -2.04% MRQ |
| Alokasi Portofolio Rata-rata | 0.2602 % - change of -8.43% MRQ |
| Saham Institusional (Jangka Panjang) | 41,680,383 (ex 13D/G) - change of 0.14MM shares 0.33% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,993,586 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund (US:DON) memiliki 432 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 41,680,383 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Linscomb & Williams, Inc., UBS Group AG, Creative Planning, Ameriprise Financial Inc, Raymond James Financial Inc, Jones Financial Companies Lllp, and HighTower Advisors, LLC .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund (ARCA:DON) 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 52.99 / share. Previously, on September 6, 2024, the share price was 48.26 / share. This represents an increase of 9.80% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 222 | 0.00 | 11 | 10.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36,751 | -7.08 | 1,904 | 0.37 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 470,660 | -2.95 | 23,589 | -1.77 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,050 | 0.00 | 53 | 1.96 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 385 | 19 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,243 | -17.66 | 463 | -19.06 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 5,431 | 10.03 | 272 | 11.48 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 29,123 | 0.10 | 1,460 | 1.32 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 358 | 0.28 | 18 | 0.00 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 11,805 | 0.00 | 592 | 1.20 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4,789 | -0.17 | 240 | 1.27 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 55,296 | -6.43 | 2,771 | -5.30 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 1,831,348 | 0.62 | 91,787 | 1.84 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 9,976 | 54.24 | 324 | 1.25 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17,592 | 13.55 | 882 | 14.86 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 53,036 | -2.04 | 2,658 | -0.86 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39,147 | 7.88 | 1,962 | 9.24 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 91,345 | 5.09 | 4,578 | 6.37 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 163,539 | 6.56 | 8 | 14.29 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 529,675 | -0.74 | 26,547 | 0.47 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 355 | 0.00 | 18 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 29,876 | 3.59 | 1,497 | 4.83 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 65,765 | -3.11 | 3,296 | -1.93 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 7,109 | -15.18 | 356 | -14.22 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 390,289 | 19,561 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53,733 | -10.45 | 2,693 | -9.36 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 4,239 | 0.26 | 212 | 1.44 | ||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 334,530 | 2.37 | 16,716 | 3.30 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6,357 | -3.23 | 319 | -2.15 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5,600 | 0.21 | 281 | 1.45 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 5,139 | 0.00 | 258 | 1.18 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 11,765 | 1.04 | 590 | 2.26 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6,919 | 124.72 | 347 | 127.63 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 10,593 | -0.94 | 531 | 0.19 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 93,319 | 0.22 | 4,677 | 1.43 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,958 | 3.58 | 299 | 4.93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 231,864 | 12.44 | 12 | 10.00 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 8,161 | 0.00 | 409 | 1.24 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 3,716 | 186 | ||||||
| 2025-08-11 | 13F | Berkeley, Inc | 7,155 | 0.00 | 359 | 1.13 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2,274 | 0.00 | 114 | 0.89 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 8,325 | 0.46 | 417 | 1.71 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 14,960 | -12.19 | 750 | -11.15 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 165,549 | -1.44 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 40,562 | 2.08 | 2,033 | 3.30 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12,340 | -0.28 | 618 | 0.98 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 530 | 0.00 | 27 | 0.00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 36,322 | 14.67 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 231,520 | 0.33 | 11,604 | 1.55 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13,219 | 663 | ||||||
| 2025-04-23 | 13F | RAM Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 65,375 | 20.42 | 3,294 | 22.27 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 740 | 0.00 | 37 | 2.78 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 279,484 | 4.42 | 14,008 | 5.68 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 64,340 | -0.60 | 3,225 | 0.59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,857,397 | 5.23 | 243,453 | 6.51 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66,616 | 5.63 | 3,339 | 6.92 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,307 | 0.00 | 66 | 1.56 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 104 | 5 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 58,980 | -6.32 | 2,956 | -5.17 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 39,532 | -0.15 | 1,981 | 1.07 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 145,258 | 0.85 | 7,280 | 2.08 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6,081 | -11.52 | 305 | -10.59 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 104,718 | -6.22 | 5,248 | -5.08 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 22,792 | 13.34 | 1,142 | 14.77 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 99 | 312.50 | 5 | 300.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 99,770 | -2.54 | 5,084 | 0.06 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 5,628 | -67.54 | 282 | -67.13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 314,509 | 0.66 | 15,763 | 1.88 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 237,086 | 51.37 | 11,883 | 62.63 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 172 | -29.80 | 9 | -33.33 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 15,088 | 1.27 | 756 | 2.58 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 552 | 0.00 | 28 | 0.00 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 69,765 | -0.51 | 3,497 | 0.69 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6,245 | -17.33 | 313 | -16.58 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1,492 | 0.00 | 75 | 1.37 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 589 | -16.45 | 30 | -14.71 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 228,361 | 1.70 | 11,445 | 2.93 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 20,447 | -4.67 | 1,025 | -3.58 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 4,118 | 0.66 | 206 | 1.98 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8,478 | 0.00 | 425 | 1.19 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,547 | -6.24 | 178 | -5.35 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6,808 | -0.71 | 341 | 0.59 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 39 | 2 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,542 | 278 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 17,052 | -2.29 | 855 | -1.16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8,023 | -15.68 | 402 | -14.65 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 4,484 | 225 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 4,255 | -67.12 | 213 | -66.72 | ||||
| 2025-08-06 | 13F | Simmons Bank | 19,454 | -9.22 | 975 | -8.11 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 106,909 | 2.22 | 5,358 | 3.46 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 12,400 | -90.75 | 621 | -90.65 | ||||
| 2025-08-14 | 13F | Betterment LLC | 14,198 | 7.67 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 30,043 | 18.10 | 1,506 | 19.54 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 27,019 | -0.23 | 1,354 | 0.97 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,332 | 0.67 | 217 | 1.88 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 25,227 | 0.80 | 1,264 | 2.02 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6,587 | -3.83 | 330 | -2.65 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7,248 | 8.29 | 363 | 9.67 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 41,629 | 13.50 | 2 | 100.00 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 450 | 0.00 | 23 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32,674 | 21.71 | 1,638 | 23.18 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,024 | 0.00 | 252 | 1.21 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9,265 | 0.68 | 464 | 1.98 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 44,141 | -0.85 | 2,270 | 2.95 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 188 | 0.53 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 20,559 | 0.09 | 1,043 | 2.46 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 13,541 | 0.00 | 679 | 1.19 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 822 | 0.00 | 41 | 2.50 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 320 | 162.30 | 16 | 166.67 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 237,086 | 1.75 | 11,883 | 2.98 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,807 | 6.51 | 241 | 7.62 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5,383 | 9.59 | 270 | 10.70 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 29,835 | 0.93 | 1,495 | 2.19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 92,490 | -1.00 | 5 | 0.00 | ||||
| 2025-04-23 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 7,361 | -9.25 | 369 | -8.23 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 37 | 2 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,788,181 | 10.89 | 89,624 | 12.23 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 69 | 15.00 | 0 | |||||
| 2025-07-15 | 13F | IMS Capital Management | 23,735 | -0.42 | 1,190 | 0.76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10,015 | -5.29 | 1 | |||||
| 2025-07-14 | 13F/A | Seek First Inc. | 7,028 | 0.67 | 352 | 2.03 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 24,666 | 330.40 | 1,236 | 336.75 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 54,885 | -2.08 | 2,751 | -0.90 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16,903 | -61.67 | 847 | -61.20 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5,091 | 29.11 | 255 | 50.00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 41,340 | 3.34 | 2,072 | 4.60 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 95,816 | -24.29 | 5 | -33.33 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 15,396 | 1.34 | 770 | 5.05 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 51,428 | 0.00 | 2,578 | 1.22 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 33,816 | 0.04 | 2 | 0.00 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 16,034 | 0.00 | 804 | 1.13 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 14,504 | -0.62 | 727 | 0.55 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 15,280 | 0.00 | 766 | 1.19 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 355 | 0.00 | 18 | -5.56 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 48,362 | -8.66 | 2,424 | -7.59 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 20 | -53.49 | 1 | -100.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 32,207 | -8.54 | 1,614 | -7.40 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 120,882 | -11.12 | 6,059 | -10.05 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6,663 | 7.29 | 334 | 8.47 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 9,630 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6,032 | 0.00 | 302 | 1.34 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 41,741 | -4.69 | 2,092 | -3.51 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 91,672 | -1.73 | 4,595 | -0.54 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 36,304 | -23.40 | 1,820 | -22.46 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 4,184 | 0.00 | 210 | 0.97 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 9,435 | -0.54 | 473 | 0.64 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 11,584 | 0.05 | 581 | 1.22 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 24,795 | 0.00 | 1,243 | 1.22 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 135 | 0.00 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 90,445 | -2.11 | 4,533 | -0.92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,526 | -78.18 | 578 | -77.93 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 266,789 | 2.40 | 13,371 | 3.64 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,413 | 4.05 | 71 | 4.48 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 46,073 | 0.74 | 2,309 | 1.99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 132,004 | 2.62 | 7 | 0.00 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 21,676 | -1.13 | 1,086 | 0.09 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 10,370 | 0.00 | 520 | 1.17 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 28,520 | 0.07 | 1,429 | 1.28 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 316 | 0.64 | 16 | -6.25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 426 | 0.00 | 21 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 12,943 | 9.26 | 649 | 15.51 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 91,069 | 12.46 | 4,564 | 13.82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,374,159 | -3.39 | 118,993 | -2.22 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 4,775 | 0.53 | 239 | 1.70 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 39,129 | 16.37 | 1,961 | 17.78 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10,672 | 0.00 | 544 | 2.84 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 24,158 | 8.87 | 1,211 | 10.20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,088,134 | 75.16 | 54,379 | 78.02 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 269,680 | 2.98 | 13,516 | 4.23 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 4,200 | 0.00 | 210 | 1.45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,687 | -12.75 | 385 | -11.70 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 3,534 | 0.00 | 177 | 1.14 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 10,545 | 0.00 | 529 | 1.15 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,375,500 | -9.22 | 68,946 | -8.19 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 5,556 | 1.76 | 278 | 2.96 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,220 | 52.12 | 863 | 54.11 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 311,553 | -1.13 | 15,615 | 0.07 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 25,923 | -3.54 | 1,299 | -2.33 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 38,258 | -0.10 | 1,917 | 1.11 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 8,221 | 0.00 | 412 | 1.23 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 8,318 | 0.00 | 417 | 1.22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,708 | -0.78 | 336 | 0.60 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 5,012 | -4.90 | 251 | -3.46 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4,213 | 211 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 52 | 23.81 | 3 | 0.00 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 110,684 | 1.96 | 5,547 | 3.20 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 142,016 | 2.73 | 7,118 | 3.97 | ||||
| 2025-05-15 | 13F | Promethium Advisors,llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,873 | 814.74 | 445 | 806.12 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,127,273 | -0.61 | 56,499 | 0.59 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,067 | -37.23 | 103 | -36.02 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,692 | -7.66 | 285 | -6.56 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 50,397 | -1.63 | 2,526 | -0.47 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 166 | 0.00 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 24,335 | 1,220 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6 | -68.42 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 6,442 | -1.54 | 323 | -0.62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 15,535 | 33.52 | 779 | 35.07 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 17,548 | 5.15 | 879 | 6.42 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 271,347 | 11.47 | 13,600 | 12.82 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 15,524 | -16.71 | 778 | -15.62 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 857 | 0.12 | 43 | 0.00 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 1,317 | -98.01 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 40,032 | -2.42 | 2,006 | -1.23 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 46,976 | -11.06 | 2,354 | -9.98 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 46,043 | 2 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 4,428 | 0.00 | 222 | 0.91 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 62 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 71 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 14,265 | -15.79 | 715 | -14.80 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 20,286 | -1.90 | 1,017 | -0.68 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4,521 | 0.02 | 227 | 1.35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 372,107 | -7.74 | 18,653 | -6.63 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Willner & Heller, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 319 | 1.59 | 16 | 0.00 | ||||
| 2025-08-29 | NP | EZM - WisdomTree U.S. MidCap Fund N/A | 18,832 | -56.97 | 944 | -56.48 | ||||
| 2025-08-29 | NP | DES - WisdomTree U.S. SmallCap Dividend Fund N/A | 3,707 | -94.47 | 186 | -94.42 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 14,933 | -12.48 | 748 | -11.37 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 29,073 | 2.18 | 1,457 | 3.48 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 1,025 | 0.00 | 51 | 2.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 51,554 | 18.18 | 2,584 | 19.58 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 277,530 | -2.04 | 13,910 | -0.86 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7,551 | 1.59 | 378 | 2.72 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 339,307 | 1.95 | 17,006 | 3.19 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,003 | -1.57 | 50 | 0.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 407,198 | 8.63 | 20,444 | 11.01 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5,652 | 0.68 | 283 | 2.17 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 88,078 | -33.02 | 4,414 | -32.22 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17,152 | -1.44 | 860 | -0.23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 106,535 | 0.71 | 5,340 | 1.93 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 19,444 | -10.64 | 975 | -9.56 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 88,710 | -4.24 | 4,446 | -3.07 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 433,008 | -17.58 | 21,443 | -19.92 | ||||
| 2025-04-14 | 13F | Clarity Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20,323 | 20.15 | 1,019 | 21.62 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 78,330 | 111.85 | 3,926 | 114.36 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 190,705 | 4.25 | 9,558 | 5.52 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 26,221 | -1.72 | 1,314 | -0.53 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 69,818 | 0.27 | 3,499 | 1.51 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 266 | 0.00 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,199 | 0.00 | 110 | 1.85 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 65,984 | -0.69 | 3,307 | 0.52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,431 | -3.46 | 172 | -2.29 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 372,555 | -4.55 | 18,672 | -3.39 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4,529 | 1.52 | 227 | 3.18 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 2,550 | 0.00 | 128 | 0.79 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 12,140 | -4.48 | 608 | -3.34 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 29,227 | -0.06 | 1,465 | 1.10 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10,482 | -39.41 | 525 | -39.38 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 11,084 | 7.56 | 555 | 8.82 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 148,454 | 2.31 | 7,440 | 3.55 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 22,986 | -14.89 | 1,152 | -13.84 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 5,326 | 0.00 | 267 | 1.14 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 109,376 | -5.33 | 5,482 | -4.20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54,394 | -22.23 | 2,726 | -21.28 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 20,374 | 3.18 | 1,021 | 4.50 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,599 | 0.63 | 80 | 2.56 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 33 | 2 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,313 | 216 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 7,530 | -38.49 | 377 | -37.79 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6,380 | 5.79 | 320 | 7.05 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 107 | 5 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 30 | 0.00 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 101,306 | -0.57 | 5,077 | 0.63 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 69,228 | 3,470 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 21,546 | -2.78 | 1,080 | -1.64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 41,690 | 6.39 | 2,090 | 4.61 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 10,050 | 0.00 | 504 | 1.21 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 16,032 | 0.39 | 804 | 1.65 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 43,391 | -2.56 | 2,175 | -1.41 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 60,011 | -3.39 | 3,008 | -2.21 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 7,069 | 7.30 | 354 | 8.59 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 21 | 0.00 | 1 | 0.00 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 5,600 | 0.00 | 281 | 1.08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 27,323 | 0.76 | 1,369 | 2.01 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 44,325 | 14.80 | 2,258 | 14.85 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 116,780 | 3.01 | 5,853 | 4.26 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4,832 | -6.12 | 242 | -4.72 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 37,555 | -21.66 | 1,882 | -20.69 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 76,255 | 5.17 | 3,822 | 6.43 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7,670 | 384 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 28,288 | 93.50 | 1 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 222,102 | 21.73 | 11,132 | 23.21 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 37,644 | 15.00 | 1,944 | 34.37 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 123,149 | 12.46 | 6,172 | 13.83 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1,007 | 0.00 | 50 | 2.04 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 117,650 | -2.98 | 5,897 | -1.80 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 41,788 | -0.16 | 2,094 | -1.83 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 39 | 0.00 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,735 | 25.96 | 287 | 27.56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,855 | -46.79 | 93 | -46.51 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 4,464 | 0.00 | 224 | 0.90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,017,686 | 0.62 | 101,126 | 1.84 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21,527 | 35.24 | 1,079 | 36.80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36,774 | 6.50 | 1,843 | 8.60 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22,477 | 0.79 | 1,127 | 1.99 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 38,116 | 0.67 | 1,910 | 1.92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 260,364 | 2.59 | 13,049 | 3.83 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 4,484 | -7.66 | 225 | -6.67 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9,619 | 0.39 | 482 | 1.69 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 381 | -32.57 | 19 | -29.63 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 17,070 | 3.25 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,472 | -2.96 | 274 | -1.79 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 8,084 | -7.39 | 405 | -6.25 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 100 | -44.75 | 5 | -55.56 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 85 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,058 | -4.15 | 454 | -3.00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 548 | 0.00 | 27 | 0.00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16,836 | 0.00 | 844 | 1.20 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 238 | 0.00 | 12 | 0.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7,564 | -0.50 | 379 | 0.80 | ||||
| 2025-07-31 | 13F | United Community Bank | 311 | 0.00 | 16 | 0.00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 53,807 | -7.01 | 2,697 | -5.90 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 754 | 0.67 | 38 | 0.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21,645 | -3.10 | 1,085 | -1.99 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 25,296 | 0.00 | 1,268 | 1.20 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 79,629 | -1.28 | 3,991 | -0.08 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30,615 | 7.06 | 1,534 | 8.33 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5,744 | 0.00 | 288 | 1.06 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4,747 | 2.46 | 238 | 3.49 | ||||
| 2025-04-16 | 13F | Farrell Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 206 | 10 | ||||||
| 2025-07-24 | 13F | West Bancorporation Inc | 7,281 | -6.43 | 365 | -5.45 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 232,438 | 0.31 | 12,001 | 4.58 | ||||
| 2025-07-14 | 13F | Friday Financial | 7,004 | 0.00 | 351 | 0.00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5,369 | 9.30 | 269 | 10.70 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,651 | 21.08 | 484 | 22.59 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 17,251 | 0.00 | 865 | 1.17 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 225 | 0.90 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 1,517,613 | -0.70 | 76,063 | 0.50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21,278 | 4.13 | 1,066 | 5.44 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 132,870 | 0.30 | 6,659 | 1.52 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4,339 | 217 | ||||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 94 | 0.00 | 5 | 0.00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 496,979 | 1.80 | 24,909 | 3.03 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 20,794 | -2.76 | 1,042 | -1.51 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 82,247 | 1.81 | 4,122 | 3.05 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 67,044 | -5.27 | 3,360 | -4.11 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 22,250 | -1.08 | 1,115 | 0.18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,753 | -2.38 | 389 | -1.27 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 19,443 | -0.65 | 974 | 0.52 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6,119 | -2.64 | 307 | -1.61 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 107,886 | -24.98 | 5,407 | -24.07 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 26 | 0.00 | 1 | 0.00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 5,231 | -2.22 | 262 | -0.76 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 7,000 | 351 | ||||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 9,438 | -3.23 | 473 | -1.87 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24,158 | 5.38 | 1,211 | 6.61 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11,048 | 0.38 | 554 | 1.47 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4,211 | 211 | ||||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 19,457 | -9.85 | 975 | -8.71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,380 | 26.55 | 1,072 | 28.11 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5,676 | 0.00 | 284 | 1.07 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 15,611 | -23.69 | 782 | -22.80 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8,683 | -0.73 | 435 | 0.46 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 28,251 | -8.43 | 1,416 | -7.33 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 174,349 | 4.39 | 9,002 | 8.84 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 851 | 0.00 | 42 | -2.33 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,767 | 0.00 | 89 | 1.15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10,224 | 68.02 | 512 | 70.10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,015 | 328.27 | 51 | 354.55 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 1,599 | 0.00 | 82 | 0.00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 24,044 | 3.75 | 1,205 | 5.06 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 560,473 | -27.41 | 28,091 | -26.52 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 93,084 | -3.07 | 4,665 | -1.89 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 77,844 | -4.16 | 3,902 | -3.01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 560,364 | 8.88 | 28,085 | 10.20 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5,043 | 1.06 | 253 | 2.02 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 162 | 0.00 | 8 | 0.00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 44,573 | -2.26 | 2,234 | -1.06 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1,000 | 50 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 12,503 | 1.63 | 627 | 2.79 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 3 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 522,008 | 4.58 | 26,163 | 5.85 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 9,157 | -8.94 | 459 | -7.85 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 6,081 | 305 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,839 | 529.11 | 443 | 542.03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11,339 | -82.98 | 584 | -82.29 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 5,790 | 0.52 | 290 | 1.75 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 53,961 | 7.31 | 2,705 | 8.59 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 14,803 | -0.49 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 30,801 | 1.86 | 1,544 | 3.07 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 29,525 | 12.33 | 1,480 | 13.68 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 359,764 | 6.93 | 18,031 | 8.22 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 4,257 | 0.00 | 213 | 3.40 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 176 | 0.00 | 9 | 0.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 159 | 22.31 | 8 | 16.67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 376,878 | 3.80 | 18,889 | 5.06 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 235 | 0.00 | 12 | 0.00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3,679 | -75.90 | 184 | -75.66 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,185 | 0.00 | 59 | 1.72 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 40,287 | 0.00 | 2,019 | 1.20 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4,449 | -0.47 | 223 | 0.45 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 28,818 | -5.19 | 1,444 | -4.05 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 22,469 | -2.47 | 1,126 | -1.23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,009,360 | 2.49 | 50,589 | 3.74 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 300 | -54.55 | 15 | -53.12 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 450,491 | -0.45 | 22,579 | 0.75 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 53,561 | 3.79 | 2,684 | 5.05 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 1 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 4,676 | 0.00 | 234 | 0.86 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4,385 | 7.74 | 220 | 8.96 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 11,871 | 0.00 | 595 | 1.19 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 38,519 | -3.18 | 1,931 | -2.03 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 22,925 | -1.63 | 1,149 | -0.43 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 526 | 0.00 | 26 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8,744 | 0.58 | 438 | 1.86 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 89,519 | 1.74 | 4,487 | 2.96 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8,266 | 414 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 31,204 | 10.00 | 1,564 | 11.32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 750,263 | -11.69 | 38 | -11.90 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 11,449 | 4.21 | 574 | 5.33 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 34,486 | 10.70 | 1,728 | 12.06 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 130,223 | 1.85 | 6,527 | 3.08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 983,080 | -5.74 | 49,272 | -4.60 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 77,139 | -2.06 | 3,866 | -0.87 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19,286 | 0.11 | 967 | 1.36 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 110,247 | -40.99 | 5,526 | -40.28 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18,264 | -1.24 | 915 | 0.00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 18,501 | -10.52 | 927 | -9.38 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33,872 | -14.56 | 1,698 | -13.51 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10,370 | -18.46 | 520 | -17.49 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 111,333 | 13.39 | 5,580 | 14.75 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6,060 | 0.05 | 304 | 1.34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 201,613 | -1.90 | 10,105 | -0.71 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 237 | 12 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 679 | -30.50 | 34 | -29.17 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 4,498 | 0.69 | 225 | 1.81 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 58,838 | 2,949 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 513 | -3.02 | 26 | -3.85 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 425 | 0.00 | 21 | 0.00 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 930 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 14,418 | 0.00 | 714 | 0.00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 69 | 3 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 40,063 | 25.06 | 2 | 100.00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5,040 | 0.42 | 253 | 1.61 |
Other Listings
| MX:DON |
