Mga Batayang Estadistika
| Pemilik Institusional | 610 total, 610 long only, 0 short only, 0 long/short - change of 6.63% MRQ |
| Alokasi Portofolio Rata-rata | 1.2817 % - change of 6.78% MRQ |
| Saham Institusional (Jangka Panjang) | 350,233,351 (ex 13D/G) - change of 26.28MM shares 8.11% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 17,269,469 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF (US:DYNF) memiliki 610 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 350,233,351 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, LPL Financial LLC, Jpmorgan Chase & Co, BlackRock, Inc., Morgan Stanley, Ameriprise Financial Inc, Bank Of America Corp /de/, Cwm, Llc, Park Avenue Securities Llc, and Envestnet Portfolio Solutions, Inc. .
Struktur kepemilikan institusional BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF (ARCA:DYNF) 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 57.44 / share. Previously, on September 6, 2024, the share price was 46.58 / share. This represents an increase of 23.31% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | TRUIST FINANCIAL CORP | 122,628 | 979,006 | 698.35 | 0.30 | -97.49 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 4,096 | -29.04 | 223 | -20.64 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 57,895 | 1.24 | 3,153 | 13.06 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 59 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 397,875 | 18.16 | 21,668 | 31.98 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 82,685 | -3.72 | 4,503 | 7.55 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 216,509 | 6.31 | 11,791 | 18.74 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10,909 | 13.00 | 594 | 26.38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 15,264 | -33.11 | 831 | -25.27 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 12,246 | 34.07 | 667 | 49.66 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21,060 | 5.36 | 1,147 | 17.66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19,376,365 | 0.03 | 1,055,237 | 11.73 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 179,967 | 2.49 | 9,801 | 14.48 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 62,920 | 8.15 | 3,509 | 25.01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 446,715 | -4.10 | 24,328 | 7.12 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 167,659 | 98.38 | 9,131 | 121.60 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,942,777 | 6.59 | 160,264 | 19.05 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 328,509 | 9.42 | 17,891 | 22.22 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 3,670 | 200 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 42,710 | 1.27 | 2,326 | 13.08 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 175,031 | -15.14 | 9,532 | -5.22 | ||||
| 2025-04-25 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 362,476 | 4.45 | 19,740 | 16.66 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 95 | 0.00 | 5 | 25.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 40,354 | 8.29 | 2,198 | 20.98 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 458,437 | 2.74 | 24,966 | 14.74 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 33 | -78.57 | 2 | -85.71 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3,197 | 11.12 | 174 | 24.29 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 61,262 | 6.37 | 3,336 | 18.80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,929,343 | 9.73 | 105,072 | 22.56 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18,035 | 3.96 | 982 | 16.21 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,427,240 | 15.00 | 77,727 | 28.44 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 52,247 | 4.84 | 2,845 | 17.13 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 163,782 | -0.03 | 8,920 | 11.65 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1,006,058 | 6.05 | 54,790 | 18.45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 32,173,645 | 13.72 | 1,752,177 | 27.02 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 53,633 | 2,921 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 417,352 | 1,350.30 | 22,729 | 1,519.96 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 38,446 | 1,980 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 187,041 | 2.35 | 10,186 | 14.32 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 156,285 | 1.63 | 8,511 | 13.51 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 50 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Eq Llc | 430,405 | 17.41 | 23,440 | 31.13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4,026,678 | 6.68 | 219 | 19.02 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1,745,131 | -2.69 | 95,040 | 8.68 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 470,668 | 0.58 | 25,633 | 12.34 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 35,155 | 1,915 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 482,562 | 7.70 | 26,280 | 20.29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 840 | 0.36 | 46 | 12.50 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 14,363 | 782 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8,822 | 10.28 | 480 | 23.08 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 44,101 | 2,402 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 32,132 | -2.53 | 1,750 | 8.84 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 31,318 | 17.53 | 1,706 | 31.25 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 42,318 | -0.81 | 2,305 | 10.77 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13,727 | 11.03 | 748 | 24.09 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 86,988 | 4,737 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 82 | 0.00 | 4 | 33.33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,124,728 | 11.15 | 61 | 24.49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18,415 | -15.51 | 1,014 | -4.61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7,022,649 | 1.08 | 382 | 13.02 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 231,380 | 17.96 | 12,601 | 31.74 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 100,728 | 5,486 | ||||||
| 2025-05-14 | 13F | Colonial Trust Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 4,516 | 7.88 | 246 | 20.10 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3,880 | -18.56 | 211 | -9.05 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,578,498 | 7.44 | 85,965 | 20.00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 16,675 | 23.80 | 908 | 38.41 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 172 | 0.00 | 9 | 12.50 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9,918 | 67.05 | 540 | 86.85 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 20,358 | -14.43 | 1,109 | -4.48 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,033 | 1,004.93 | 220 | 1,188.24 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 205,791 | 223.12 | 11,207 | 243.35 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 657,701 | 2.60 | 35,818 | 14.60 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 207,352 | 43.63 | 11,292 | 60.42 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 4,658 | -39.60 | 254 | -32.71 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 141,862 | 6.19 | 7,726 | 18.61 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,091 | 285.08 | 114 | 334.62 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 24,035 | -0.41 | 1,309 | 11.22 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 42,974 | 5.11 | 2,340 | 17.41 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 11,166 | 608 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 23,647 | 5.85 | 1,288 | 18.18 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 488,773 | 6.50 | 26,619 | 18.95 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 245 | 0.00 | 13 | 18.18 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 155,495 | 6.90 | 8,078 | 20.91 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 60,534 | -62.09 | 3,297 | -59.72 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 223,822 | -23.38 | 12,189 | -14.42 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,296 | -9.87 | 71 | 0.00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,110 | 60 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 215,710 | 3.79 | 11,748 | 15.93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7,861,650 | -2.01 | 428 | 9.46 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 41,963 | 11.68 | 2,291 | 25.05 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 36,161 | 154.12 | 1,969 | 184.13 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 360,540 | 32.29 | 19,635 | 47.75 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 159,776 | 8,701 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 109,745 | 0.99 | 6,145 | 15.97 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,848 | 771.70 | 101 | 900.00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 989 | 0.00 | 54 | 10.42 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 6,403 | -29.89 | 349 | -21.80 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22,241 | -14.16 | 1,211 | -4.12 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 41,800 | 2 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 442,818 | 0.74 | 24,116 | 12.52 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5,879 | 320 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 4,709 | 0.00 | 256 | 11.79 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 102,138 | 5,562 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 46,958 | 193.47 | 2,557 | 227.82 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 58,709 | 532.57 | 3,197 | 607.30 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 9,069 | 494 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 251,067 | 39.26 | 13,673 | 55.53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7,084 | 4.05 | 386 | 16.31 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 22,694 | 5.21 | 1,236 | 17.51 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 345,104 | 9.12 | 18,794 | 21.87 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 351 | -76.68 | 19 | -73.97 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 81,063 | 12.15 | 4,415 | 25.26 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5,435 | 18.95 | 296 | 32.88 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7,338 | 400 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 784 | 43 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 356,103 | -3.65 | 19,393 | 7.62 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 486,323 | 1.68 | 26,553 | 20.98 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 110,585 | 4.89 | 6,022 | 17.16 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 13,028 | 0.02 | 710 | 11.65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,278,847 | 24.92 | 450,866 | 39.52 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 26,699 | 30.65 | 1,454 | 45.98 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 1,096,600 | 10,866.00 | 59,721 | 12,162.83 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 9,581 | 73.32 | 522 | 93.68 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 175,512 | -5.95 | 9,558 | 5.04 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13,088 | 1.81 | 713 | 13.74 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 48 | 2.13 | 3 | 0.00 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 415,201 | 5.57 | 22,612 | 17.91 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 94,438 | 12.42 | 5,143 | 25.56 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 718,287 | 9.85 | 39,118 | 22.70 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 23,544 | 0.05 | 1,282 | 11.77 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 282,255 | -0.16 | 15,372 | 11.51 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 641,394 | 6.28 | 31,159 | -1.70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,196,272 | 19.32 | 174 | 33.85 | ||||
| 2025-04-16 | 13F | Thomasville National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 41,052 | -77.47 | 2,256 | -74.60 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 122,064 | 14.21 | 6,970 | 38.96 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 31,906 | 2.19 | 1,738 | 14.13 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 23,837 | -3.70 | 1,298 | 7.63 | ||||
| 2025-08-14 | 13F | Bank of Marin | 8,890 | 38.02 | 484 | 54.14 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 127,285 | -17.31 | 6,932 | -7.65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 104,266 | 6.36 | 5,678 | 18.79 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 398,067 | 53.82 | 21,679 | 71.80 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 4,567 | 0.00 | 221 | -0.45 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 270,873 | 1.12 | 14,752 | 12.95 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 26,698 | 1,454 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10,528 | -18.40 | 573 | -8.90 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 413,732 | -1.10 | 22,532 | 10.46 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 36,470 | -0.51 | 1,986 | 11.14 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 48,170 | 2.63 | 2,623 | 14.59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 88,100 | 2.80 | 4,798 | 14.82 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 27,677 | 78.78 | 1,507 | 99.87 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 25,017 | -9.15 | 1,362 | 1.49 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 48,809 | 4.07 | 2,658 | 16.27 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 1,038,131 | 3.44 | 56,537 | 15.53 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 6,187 | 32.46 | 337 | 48.02 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 416 | -45.41 | 23 | -40.54 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 139,764 | -2.24 | 7,612 | 9.20 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 131,324 | 12.42 | 7,152 | 25.57 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 32,312 | 60.37 | 1,760 | 79.12 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 7,176 | 138.09 | 391 | 148.41 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 36,070 | -2.34 | 1,964 | 9.11 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 304 | 0.00 | 17 | 14.29 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 85,334 | 6.35 | 4,647 | 18.79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,597,693 | 650.98 | 87,010 | 738.81 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 75 | 4 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 147,530 | 2.40 | 8,034 | 14.36 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2,403 | 131 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 43,292 | 296.37 | 2,347 | 343.48 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 430,391 | 0.91 | 23,392 | 12.48 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 331,764 | 5.73 | 18,068 | 18.09 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 228,966 | 91.34 | 12,469 | 113.73 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 445 | -27.52 | 0 | |||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 43,714 | 14.11 | 2,381 | 27.48 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3,030 | 165 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,385,577 | 3.67 | 184,379 | 15.79 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4,375 | 0.00 | 238 | 11.74 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7,014 | -61.02 | 382 | -56.56 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 18,281 | 17.46 | 996 | 31.27 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 28,186 | 6.83 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 32,607 | 15.07 | 1,776 | 28.53 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4,211 | 229 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 6,131 | 18.45 | 334 | 32.14 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9,563 | 22.38 | 521 | 36.48 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 16,261 | 886 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 715 | 677.17 | 39 | 850.00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12,423 | 677 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1,215,454 | -1.32 | 66 | 3.13 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 703,157 | 0.12 | 38,294 | 11.82 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19,656,038 | 5.61 | 1,070,468 | 17.95 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11,570 | 66.62 | 630 | 86.39 | ||||
| 2025-07-16 | 13F | American National Bank | 140 | 8 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,777 | -8.83 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 283,546 | 27.15 | 15,442 | 42.01 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 88,767 | 116.55 | 4,834 | 141.94 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 5,747 | -7.92 | 313 | 2.63 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 27,367 | 8.50 | 1,490 | 21.24 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Swp Financial Llc | 138,922 | 2.90 | 7,566 | 14.92 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 19,639 | -23.89 | 1,070 | -15.02 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 45 | -99.90 | 2 | -99.91 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 4,788,949 | -10.94 | 260,806 | -0.53 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 358,184 | -3.31 | 19,507 | 7.99 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 4,967 | 271 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20,103 | 5.02 | 1,095 | 17.26 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 110,266 | 4.96 | 6,005 | 17.24 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 18,075 | 6.90 | 984 | 13.63 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 73,387 | 3,997 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 835,554 | 9.92 | 45,504 | 22.77 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9,021,544 | 35.31 | 491,331 | 51.15 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 6,405 | -2.59 | 349 | 8.75 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 183,071 | 82.46 | 9,970 | 103.80 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 173,098 | -6.95 | 9,427 | 3.91 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8,874 | 1.68 | 483 | 13.65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12,880 | 35.97 | 701 | 52.06 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 212,001 | -18.09 | 11,546 | -8.52 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 262,407 | 57.73 | 14,291 | 76.18 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 61,461 | 21.08 | 3,347 | 35.23 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 137,928 | -1.72 | 7,512 | 9.78 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 16,060 | -5.54 | 875 | 5.43 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 165,594 | 5.97 | 9,018 | 18.36 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 101,792 | 2.82 | 5,544 | 14.83 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 21,188 | 9.74 | 1,154 | 22.64 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8,446 | 86.04 | 460 | 107.69 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 322,976 | 28.46 | 17,596 | 43.54 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 6,103 | 332 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 39,449 | -22.05 | 2,148 | -12.93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 344,360 | 36.03 | 18,754 | 51.93 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2,314 | 16.05 | 113 | 9.80 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7,425 | 13.81 | 404 | 27.04 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 93,599 | 0.50 | 5,097 | 12.24 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 113,413 | 6.95 | 6,176 | 19.46 | ||||
| 2025-08-14 | 13F | Betterment LLC | 48,201 | 15.08 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 26,526 | 6.53 | 1,445 | 18.95 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 50,917 | 1.35 | 2,773 | 13.19 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 565,738 | 2.27 | 30,810 | 14.23 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 38,221 | 13.00 | 2,082 | 26.20 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 13,210 | -1.96 | 719 | 9.60 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 161,422 | 864.17 | 8,791 | 977.33 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11,077 | -1.14 | 603 | 10.44 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7,735 | 421 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 35,867 | -20.57 | 2 | -50.00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 66,779 | -20.68 | 3,637 | -11.40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 836,476 | 1.07 | 45,554 | 12.89 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 9,953 | 542 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,559,166 | -2.63 | 193,832 | 8.75 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16,815 | 10.52 | 916 | 23.48 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 143,778 | -1.59 | 7,827 | 9.88 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 155,816 | 19.66 | 8,486 | 33.64 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 55,682 | 7.55 | 3,032 | 20.13 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 65,679 | -3.03 | 3,570 | 6.13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 269,612 | 97.52 | 14,683 | 109.91 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 19,489 | 0.00 | 950 | 0.00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 17,561 | 10.84 | 956 | 23.83 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 55,004 | 1.05 | 2,996 | 12.85 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 38,093 | 0.44 | 2,075 | 12.17 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 149,631 | 8,149 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 46,063 | -2.49 | 2,509 | 8.90 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 292 | 0.00 | 16 | 7.14 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 118,313 | -1.42 | 6,443 | 10.10 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 562,647 | -1.73 | 30,642 | 9.76 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 5,635 | 295 | ||||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 825 | 0.12 | 45 | 10.00 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 55,493 | 1.62 | 3,107 | 16.72 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4,895 | 267 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5,879 | 72.40 | 320 | 95.12 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 51,634 | 2,812 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 210,075 | -6.81 | 11,441 | 4.09 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4,323 | -4.44 | 235 | 6.82 | ||||
| 2025-05-13 | 13F | Skopos Labs, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 362,524 | 4.31 | 19,743 | 16.51 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 132,234 | -1.36 | 7,201 | 4.88 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 700,333 | 0.15 | 38,140 | 11.85 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1,778,292 | -0.22 | 96,846 | 11.45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5,086,623 | -0.72 | 277,017 | 10.88 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5,344,939 | 7.77 | 291,085 | 20.37 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 12,691 | 6.93 | 691 | 19.55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12,496,054 | 25.42 | 680,535 | 40.08 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 660 | -91.39 | 36 | -90.62 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 221 | 0.00 | 12 | 20.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18,362 | 336.26 | 1,000 | 387.32 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 137,632 | 1.56 | 7,495 | 13.42 | ||||
| 2025-07-24 | 13F | Eastern Bank | 113 | 6 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 180,820 | 9.54 | 9,847 | 22.35 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 73,450 | -2.31 | 4,102 | 16.90 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 245,367 | -3.95 | 13,363 | 7.27 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,119,234 | -7.10 | 60,953 | 3.76 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 20 | 1 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 58,419 | -0.34 | 2,772 | -7.72 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 20,652 | -48.83 | 1,125 | -42.89 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 419,652 | 2.53 | 22,854 | 14.52 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16,195 | 3.42 | 882 | 15.47 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 659,396 | 12.83 | 35,911 | 26.03 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 3,743 | -36.53 | 204 | -29.27 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4,460 | 243 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 141,855 | 1.16 | 7,725 | 12.99 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 527,911 | 5.14 | 29,574 | 20.37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,547,581 | 10.53 | 247,661 | 23.45 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 51,568 | 208.92 | 2,808 | 245.39 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 877,030 | 9.01 | 47,763 | 21.76 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 8,476 | -0.74 | 462 | 10.82 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 29,372 | -5.84 | 1,596 | 4.93 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 545,298 | 32.73 | 29,697 | 48.24 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 322,722 | -3.06 | 17,575 | 8.27 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 178,407 | 2.41 | 9,716 | 14.39 | ||||
| 2025-08-25 | NP | VEGA - AdvisorShares STAR Global Buy-Write ETF | 99,527 | 0.00 | 5,420 | 11.71 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 26,739 | -8.26 | 1,456 | 2.46 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 128,224 | -1.18 | 6,983 | 10.39 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 220,585 | 28.52 | 12,013 | 43.56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 62,330 | 2.24 | 3,394 | 14.20 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 210,234 | 109.31 | 11,449 | 133.80 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 121,760 | 0.91 | 6,817 | 15.88 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 18,150 | 117.89 | 988 | 143.35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 10,428 | -1.42 | 508 | -6.27 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 423,669 | 172.01 | 23 | 228.57 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 26,156 | 1,424 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 57,686 | -0.08 | 3,142 | 11.62 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 30 | 0.00 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 15,728 | 31.18 | 857 | 46.58 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 212,486 | 54.52 | 11,572 | 72.57 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 53,533 | -31.04 | 2,915 | -22.99 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 8,548 | 36.16 | 466 | 51.96 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 26,732 | -6.39 | 1,456 | 4.53 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 20,862 | -1.37 | 1,136 | 10.18 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 477 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 177,981 | 9,693 | ||||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 5,660 | 0.07 | 308 | 12.00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 288 | 0.00 | 14 | 0.00 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 29,754 | 63.26 | 1,670 | 96.35 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 24,407 | 4.85 | 1,382 | 19.55 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 609,461 | -6.05 | 33,191 | 4.93 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7,497 | 66.16 | 408 | 85.45 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 29,004 | 74.06 | 1,580 | 94.46 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 625 | 34 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 639,009 | 6.05 | 34,800 | 18.04 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 3,682 | 201 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 194,975 | 10,618 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 42,649 | 0.31 | 2,323 | 12.01 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 14,957 | -1.01 | 815 | 10.60 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 3,809 | 207 | ||||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 89,134 | 92.73 | 4,854 | 115.25 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 96,553 | 0.63 | 5,258 | 12.40 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 1,644,822 | 1.19 | 89,577 | 13.02 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 30,893 | 1,682 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 15,421 | -8.89 | 840 | 1.70 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 26,245 | 1.99 | 1,429 | 13.96 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 44,101 | 19.03 | 2,402 | 32.95 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 56,406 | 10.60 | 3,072 | 23.53 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 50,974 | 14.12 | 2,776 | 27.46 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 98,000 | 5,096 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 743,842 | 101.77 | 36,270 | 91.96 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 60,389 | 0.01 | 3,289 | 11.68 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 65,620 | 1.75 | 3,574 | 13.65 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 19,343 | 1,053 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 10,805 | 606 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 388,485 | 20.07 | 21,157 | 34.10 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 5,439 | 7.62 | 296 | 20.33 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 111,474 | 25.47 | 6,071 | 40.12 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 327,075 | 4.04 | 17,812 | 16.20 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 219,417 | 6.48 | 11,949 | 18.93 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 12,258 | -3.83 | 668 | 7.41 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,305 | 50.87 | 71 | 69.05 | ||||
| 2025-04-24 | 13F | Kingdom Financial Group LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 478,095 | -2.02 | 26,037 | 9.43 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 102,137 | -45.11 | 5,562 | -41.27 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 45,494 | 2,478 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | MA Private Wealth | 729,664 | -10.46 | 39,738 | 0.01 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4,439 | -6.27 | 242 | 4.78 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 92,390 | 151.36 | 5,032 | 180.75 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 162 | 0.00 | 9 | 14.29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 421,250 | -52.52 | 22,950 | -46.95 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 24,152 | -7.15 | 1,315 | 3.71 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 13,823 | 14.50 | 674 | 9.06 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 58,428 | 931.93 | 3,177 | 1,046.57 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 90,399 | 4.43 | 4,968 | 17.73 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 52,186 | 0.26 | 2,842 | 12.02 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 103,662 | 57.32 | 5,645 | 75.75 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 203,853 | -4.83 | 11,102 | 6.30 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 124,981 | -0.12 | 6,806 | 11.56 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 99,192 | 17.72 | 5,403 | 31.50 | ||||
| 2025-06-03 | 13F | Invst, LLC | 236,925 | -40.44 | 11,552 | -43.33 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 99,595 | 5,424 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 644 | -40.59 | 35 | -32.69 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 400,505 | 3.57 | 21,811 | 15.68 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 12,613 | -0.59 | 687 | 11.00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 20,203 | 1,100 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 42,072 | 10.77 | 2,291 | 23.70 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6,486 | -10.72 | 353 | -0.28 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 6,360 | 14.16 | 346 | 27.68 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 43,764 | 5.71 | 2,383 | 18.09 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 89,015 | 4.42 | 4,848 | 16.63 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 25,720 | 4.79 | 1,398 | 29.11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19,636 | -70.36 | 1,069 | -66.90 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 225,095 | -1.98 | 12,259 | 9.48 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,180,174 | 0.71 | 173,192 | 12.49 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 50,839 | 2.51 | 2,769 | 14.47 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 30,601 | -91.08 | 1,667 | -90.04 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 134,360 | 3.05 | 7,317 | 15.10 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 25,067 | 79.04 | 1,365 | 100.15 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 79,796 | 33.13 | 4,346 | 48.70 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 6,043 | -0.84 | 329 | 10.77 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 315,192 | -33.19 | 17,165 | -25.38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 93,832 | -59.09 | 5,110 | -54.31 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 19,290 | 1.21 | 1,051 | 13.02 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 33,497 | 51.58 | 1,824 | 69.36 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 245,065 | 24.96 | 13,741 | 45.34 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 393,147 | 21,411 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 26,138 | 2.80 | 1,423 | 14.85 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 120,649 | 57.21 | 6,571 | 75.57 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 16,113 | -26.86 | 878 | -18.34 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 102 | 6 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,040 | 0.00 | 51 | -5.66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 718,543 | -53.58 | 39,132 | -48.15 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 157,730 | 2.20 | 8,590 | 14.09 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 101,589 | 5,533 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 19,876 | 2.94 | 1,082 | 14.98 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 4,444 | -0.40 | 242 | 11.52 | ||||
| 2025-08-08 | 13F | Creative Planning | 123,795 | -9.48 | 6,742 | 1.09 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 102,138 | 10.91 | 5,562 | 23.88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 116,495 | 2.33 | 6,344 | 14.31 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 805,218 | 0.62 | 43,852 | 12.39 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 67,176 | 9.30 | 4 | 50.00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 103,361 | 9.27 | 5,629 | 22.05 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 172 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 155,990 | 19.83 | 8,495 | 33.84 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 254 | 0.00 | 14 | 18.18 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 6,097 | 1.11 | 332 | 12.93 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 392,474 | 3.68 | 21,374 | 15.80 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 89,493 | 4.91 | 5,011 | 20.46 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 11,015 | 2.54 | 600 | 14.53 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 50,035 | 13.39 | 2,725 | 26.64 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 239,639 | 10.58 | 13,051 | 23.51 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 18,844 | 1,026 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 95 | 1,780.00 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 17,422 | 1.55 | 949 | 13.40 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 29,974 | -11.72 | 1,632 | -1.39 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 103,146 | 6.14 | 5,617 | 18.55 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 9,987 | 0.97 | 544 | 12.66 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 28,401 | -5.72 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 73,102 | 1.46 | 3,981 | 13.32 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 16,513 | -72.05 | 805 | -73.41 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 15,917 | 19.32 | 867 | 33.23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,223,318 | 29.80 | 175,446 | 44.87 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 5,787 | -9.89 | 315 | 0.64 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 22,516 | 1,226 | ||||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 4,681 | 8.78 | 255 | 21.53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 107,200 | 5,838 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 836,415 | -1.72 | 45,551 | 9.77 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 54,595 | -11.00 | 2,973 | -0.60 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 31,765 | 0.15 | 1,728 | 11.77 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 323,505 | 18.37 | 17,618 | 32.21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8,733 | 4,332.99 | 448 | 4,866.67 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6,115 | 333 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 142,775 | 4.70 | 7,776 | 16.93 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4,870 | 265 | ||||||
| 2025-07-03 | 13F | First Hawaiian Bank | 330,222 | 2.82 | 17,984 | 14.84 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 130,755 | 5.01 | 7,121 | 11.58 | ||||
| 2025-04-15 | 13F | Collier Financial | 2,589 | -98.11 | 126 | -98.20 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,442 | 14.39 | 405 | 27.76 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 601,069 | -1.47 | 32,734 | 10.05 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 118,298 | 273.18 | 6,443 | 316.96 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 138,896 | 15.62 | 7,564 | 29.14 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 42,204 | 3.23 | 2,298 | 15.30 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 239,073 | -2.82 | 13,020 | 8.54 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 32,573 | 0.00 | 1,774 | 11.65 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 235,316 | -11.87 | 12,815 | -1.57 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 19,412 | 1,057 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 19,997 | 15.73 | 1,089 | 29.33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 19,720 | 1,074 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 129,968 | -3.22 | 7,078 | 8.09 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 671,231 | 32.88 | 36,555 | 48.42 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 51,570 | 2,809 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,856,325 | 5.96 | 101,096 | 18.34 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 12,760 | 50.79 | 695 | 68.45 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 282,180 | -25.03 | 15,368 | -16.27 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 2,554,442 | 4.44 | 139,115 | 16.64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38,989 | 3.52 | 2,123 | 15.63 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 93,126 | 5,072 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 98 | 0.00 | 5 | 25.00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 595,696 | 0.72 | 32 | 14.29 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 351,727 | 0.39 | 19,155 | 12.13 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71,238,406 | 3.67 | 3,879,644 | 15.79 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 421 | 0.00 | 23 | 10.00 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 172,084 | 3.36 | 9,372 | 15.45 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 148 | 8 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 26,785 | 8.78 | 1,443 | 20.25 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 28,097 | 13.56 | 1,530 | 26.87 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 45,544 | 268.99 | 2,480 | 312.65 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 155,434 | 37.43 | 7,579 | 30.75 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 277,065 | 6.50 | 15,452 | 21.81 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 318,977 | 3.99 | 17,815 | 19.11 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 553,264 | 2.58 | 30,131 | 14.58 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 184,472 | -0.44 | 10,046 | 15.34 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,347,703 | 8.51 | 73,396 | 21.20 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 2,443,055 | 0.27 | 133,049 | 11.99 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 15,583 | 1 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,679,741 | 94.33 | 145,939 | 117.04 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 36 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 265,311 | -33.46 | 14,449 | -25.68 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 6,331 | 3.55 | 345 | 15.44 | ||||
| 2025-08-07 | 13F | PFG Advisors | 104,200 | 1.85 | 5,675 | 13.75 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 48,370 | 196.86 | 2,634 | 231.74 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 151,054 | 378.64 | 8,226 | 434.85 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 375,317 | 4.78 | 20,440 | 17.03 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 186,031 | 1.60 | 10,131 | 13.47 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 392,369 | 24.52 | 21 | 40.00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1,041 | 57 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 387,629 | 20.26 | 21,110 | 34.32 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 138 | 8 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 105,145 | 31.99 | 5,765 | 57.13 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 353,394 | 0.91 | 19,246 | 12.71 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 38,060 | 3.63 | 2,073 | 15.75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 29,984 | 279.40 | 1,633 | 323.90 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,930 | -73.87 | 488 | -70.77 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 43,561 | -31.20 | 2,487 | -19.02 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5,576 | -2.19 | 304 | 9.39 | ||||
| 2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,294 | -57.46 | 125 | -52.67 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 75,939 | 4,136 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 311,387 | 8.66 | 16,958 | 21.36 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3,943 | -4.18 | 215 | 7.00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 36,740 | 11.94 | 2,001 | 25.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 128,722 | 19.22 | 7,010 | 33.17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 124,566 | 630.94 | 6,784 | 717.23 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 26,260 | 1.90 | 1,430 | 13.85 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 46,560 | -0.37 | 2,536 | 11.28 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 25,271 | -2.28 | 1,376 | 9.21 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 228,806 | 29.54 | 12,461 | 44.68 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 125,325 | 1.29 | 6,825 | 13.26 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,146 | -49.31 | 64 | -40.00 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 15,438 | -6.03 | 841 | 5.00 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 7,506 | -4.75 | 409 | 6.25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,683 | -9.13 | 201 | 3.63 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 306,798 | -1.42 | 16,708 | 10.11 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,799,161 | 21.59 | 315,822 | 35.80 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 137,819 | 8.51 | 7,506 | 21.19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 981,534 | 8.01 | 53,454 | 20.64 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 32,302 | 24.31 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 620,928 | 47.15 | 33,660 | 64.51 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14,958 | 1 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 294,576 | 2.07 | 16,043 | 14.00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 1,096,575 | 3.86 | 59,719 | 16.00 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 146,627 | 3.48 | 7,985 | 15.57 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 305,823 | 2.00 | 16,655 | 13.93 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 29,109 | 10.02 | 1,585 | 22.87 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 22,464 | 1.07 | 1,223 | 12.93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 43,082 | 50.20 | 2,346 | 67.81 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 73 | -69.20 | 4 | -72.73 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 76,803 | 5.40 | 4,183 | 17.74 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 281,604 | -7.43 | 15,336 | 3.40 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,329 | 0.00 | 399 | 11.76 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2,493,174 | 13.47 | 135,778 | 26.73 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 59,211 | -16.91 | 3,225 | -7.20 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 98,625 | 5,371 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 411 | -47.78 | 22 | -42.11 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 3,725 | 203 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 55,357 | 19.82 | 3,015 | 33.84 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 455,492 | -34.21 | 24,806 | -26.77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 10,699 | 14.18 | 583 | 27.63 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 229,640 | 10.43 | 12,506 | 30.94 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 103,383 | 14.59 | 5,630 | 27.98 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1,045 | 57 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 58,396 | -74.91 | 3,180 | -71.98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 122,170 | 18.30 | 6,653 | 32.14 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 229,496 | 2.54 | 12,498 | 14.52 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 30,776 | 17.83 | 1,676 | 31.66 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 23,869 | 0.07 | 1,300 | 11.69 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,026 | 219 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4,411 | -12.98 | 242 | 2.54 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2,231,728 | 4.83 | 121,540 | 17.09 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 48,253 | -6.45 | 2,628 | 4.45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 151,837 | 8,269 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 211,341 | 4.17 | 11,510 | 16.35 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 39,027 | 7.94 | 2,125 | 20.60 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 92,251 | 4.21 | 5,024 | 16.38 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,847 | -15.28 | 210 | -5.43 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4,866 | 12.85 | 265 | 26.19 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 11,878 | 654 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6,604,596 | 9.72 | 360 | 22.53 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5,027 | 274 | ||||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 2,285,263 | 47.24 | 124,455 | 64.45 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 30,229 | 167.70 | 1,646 | 199.27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 517,275 | 29.78 | 28,171 | 44.95 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 87,561 | -0.91 | 4,769 | 10.68 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 5,911 | 15.49 | 322 | 28.92 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 5,255 | 2.24 | 286 | 14.40 | ||||
| 2025-08-06 | 13F | BNP Paribas Asset Management Holding S.A. | 187,952 | 10 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 170,274 | -0.12 | 9,231 | 11.66 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 82,653 | 6.72 | 4,501 | 19.20 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 392,255 | 4.19 | 21,362 | 16.38 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 209,859 | 3.52 | 11,429 | 15.62 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 26,241 | 2.00 | 1,429 | 13.96 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 315,275 | -3.63 | 17,170 | 7.64 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1,105 | 0.00 | 60 | 13.21 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 5,853 | -2.43 | 319 | 8.90 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 15,084 | 11.18 | 821 | 24.21 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 48,906 | 2.43 | 2,654 | 13.96 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 89,757 | 2.11 | 4,888 | 14.05 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 159,659 | 8,695 | ||||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 697,404 | -1.45 | 37,981 | 10.07 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 202,381 | 127.79 | 11,022 | 154.41 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 85,457 | 1.42 | 4,654 | 13.29 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6,669,338 | -6.90 | 363,212 | 3.99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 305,344 | -1.12 | 17,136 | 15.10 | ||||
| 2025-08-07 | 13F | Nwam Llc | 49,835 | -0.35 | 2,792 | 14.48 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 40,587 | 227.71 | 2,210 | 266.50 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 459,635 | 6.92 | 25,032 | 19.46 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 63,553 | 3,461 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 212,868 | 69.24 | 11,614 | 90.38 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 2,437 | 0.00 | 133 | 11.86 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 130,540 | 10.82 | 7,109 | 23.79 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 198,272 | 5.46 | 10,798 | 17.78 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 27,224 | -1.34 | 1,483 | 10.19 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 398,572 | 2.91 | 19,434 | -2.09 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 292 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Vident Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 98 | 0.00 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 65,401 | 33.78 | 3,562 | 49.43 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spinnaker Trust | 505,292 | 104.08 | 27,518 | 127.95 |
