Mga Batayang Estadistika
| Pemilik Institusional | 359 total, 359 long only, 0 short only, 0 long/short - change of 2.56% MRQ |
| Alokasi Portofolio Rata-rata | 0.2827 % - change of -0.24% MRQ |
| Saham Institusional (Jangka Panjang) | 39,559,538 (ex 13D/G) - change of -2.05MM shares -4.94% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,272,782 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF (US:EEMV) memiliki 359 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 39,559,538 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, BlackRock, Inc., Morgan Stanley, Wharton Business Group, LLC, Fmr Llc, Ameriprise Financial Inc, UBS Group AG, Northwestern Mutual Wealth Management Co, Envestnet Asset Management Inc, and LPL Financial LLC .
Struktur kepemilikan institusional iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF (BATS:EEMV) 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 63.03 / share. Previously, on September 6, 2024, the share price was 59.33 / share. This represents an increase of 6.24% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 14,972 | 1.40 | 940 | 9.18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 106,099 | -16.27 | 6,719 | -9.10 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3,608 | 0.64 | 227 | 8.13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18,271 | 5.13 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 3,985 | -9.88 | 250 | -2.72 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 53 | -11.67 | 3 | 0.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3,975 | -16.75 | 250 | -10.43 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4,569 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 27,813 | 22.89 | 1,747 | 32.27 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 84 | 23.53 | 5 | 66.67 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2,363 | 0.00 | 148 | 8.03 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4,434 | 4.33 | 278 | 12.55 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 815,673 | -7.67 | 51,224 | -0.62 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | Put | 0 | -100.00 | 0 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 212 | 13 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 2,292,021 | 0.17 | 144 | 7.52 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 4,805 | 0.00 | 302 | 7.50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,122,726 | 8.64 | 133,307 | 16.94 | ||||
| 2025-04-09 | 13F | American National Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 4,386 | -1.73 | 275 | 5.77 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 50,690 | 24.74 | 3 | 50.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 35,623 | 13.72 | 2,237 | 22.44 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 4,744 | 0.00 | 298 | 7.61 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3,921 | 246 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 207 | 0.00 | 13 | 8.33 | ||||
| 2025-05-07 | 13F | Alteri Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4,974 | -7.13 | 312 | 0.00 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 7,275 | 0.00 | 457 | 7.55 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 3,609 | -16.13 | 226 | -8.13 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 33,353 | 11.81 | 2,095 | 20.34 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22,271 | 19.12 | 1,399 | 28.26 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 96 | 1.05 | 6 | 20.00 | ||||
| 2025-05-06 | 13F | One Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 12,852 | -55.99 | 807 | -52.61 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 7,948 | -1.99 | 499 | 5.50 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 193 | 12 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3,440 | 216 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,203 | -3.09 | 390 | 4.29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 66,924 | 2.68 | 4,203 | 10.52 | ||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 805 | 0.00 | 48 | 2.17 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 544 | 1.12 | 34 | 9.68 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 21,584 | -10.37 | 1,355 | -3.49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 655,367 | 8.60 | 41,157 | 16.90 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24,652 | -16.85 | 1,548 | -10.47 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Managed Volatility Equity Fund | 242,456 | 0.00 | 15,226 | 7.65 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 108,046 | 10.76 | 6,785 | 19.22 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 10,620 | 100.64 | 667 | 116.56 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 14,700 | 0.00 | 923 | 7.70 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 18 | 5.88 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 5,757 | 1.16 | 362 | 8.73 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4,879 | 26.63 | 306 | 36.61 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 10,263 | -10.97 | 645 | -4.17 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 44 | -6.38 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8,131 | 0.10 | 1 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 219 | 0.00 | 14 | 8.33 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,532 | -2.11 | 96 | 5.49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 279,696 | -10.11 | 17,565 | -3.24 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial | 74,824 | -3.21 | 4,699 | 4.19 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4,550 | 0.00 | 286 | 7.55 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 56,219 | -1.49 | 3,531 | 6.04 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 73,329 | -5.80 | 4,605 | 1.41 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 117 | 0.00 | 7 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 394 | -6.19 | 25 | 0.00 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 625 | 39 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,284 | -65.32 | 709 | -62.70 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 57,208 | 1.11 | 3,593 | 8.85 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3,820 | 241 | ||||||
| 2025-08-12 | 13F | Rhumbline Advisers | 392,270 | 24.03 | 24,635 | 33.52 | ||||
| 2025-05-14 | 13F | Islay Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 277 | -99.13 | 17 | -99.08 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 359 | 0.00 | 23 | 10.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 67,199 | -0.19 | 4,220 | 7.46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 11,190 | 703 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 373 | 143.79 | 23 | 187.50 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 16,115 | 0.00 | 1,012 | 7.66 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 187 | -60.96 | 12 | -59.26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,110 | 0.00 | 70 | 7.81 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22,693 | 4,393.66 | 1,425 | 4,813.79 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 11,234 | 13.69 | 705 | 22.40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 159,643 | 2.07 | 10,026 | 9.86 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 53,991 | -2.44 | 3,391 | 5.02 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10,413 | 26.11 | 654 | 35.76 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 152,976 | -4.37 | 9,607 | 2.94 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,937,677 | -2.61 | 812,486 | 4.84 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 31,617 | -1.39 | 1,986 | 6.15 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 230 | 0.00 | 14 | 7.69 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 66,895 | 0.00 | 4,201 | 7.66 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 17,141 | -1.19 | 1,076 | 6.32 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 7,123 | 0.52 | 447 | 8.23 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 214,140 | -3.11 | 13,448 | 4.30 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 4,816 | -0.64 | 302 | 7.09 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 2,326 | -3.33 | 146 | 4.29 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 121 | 0.00 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18,398 | -63.74 | 1,155 | -60.98 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 182 | 0.00 | 11 | 10.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 30,397 | 2.55 | 1,909 | 10.35 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 5,441 | 0.13 | 342 | 7.57 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 69,864 | -14.41 | 4,397 | -4.60 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 154,439 | -0.50 | 9,699 | 7.10 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 3 | -75.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 228 | 0.00 | 14 | 7.69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 16,753 | -28.63 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 753,504 | -0.82 | 47,320 | 6.76 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 8 | 1 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 23 | 1 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5,144 | -8.39 | 323 | -1.22 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 590 | 0.00 | 37 | 8.82 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 99 | -49.49 | 6 | -45.45 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 119,049 | 1.17 | 6,945 | 1.79 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 7,645 | 0.00 | 480 | 7.62 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 2,029 | 127 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 244 | 15 | ||||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 8,236 | 0.00 | 517 | 7.71 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4,987 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 107,207 | 5.60 | 6,733 | 13.68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,103,754 | -43.11 | 69,316 | -38.76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,854 | -2.88 | 116 | 4.50 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 275,092 | 0.70 | 17,276 | 8.40 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 84 | -1.18 | 5 | 25.00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 380 | -62.93 | 24 | -61.02 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 102 | 6 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 24,979 | 25.08 | 1,569 | 34.59 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 44,623 | 2,802 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 199 | 12 | ||||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 3,607 | -0.06 | 227 | 7.62 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 13,683 | -0.57 | 859 | 7.11 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 61,188 | 3,848 | ||||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 5,792 | 5.93 | 364 | 13.79 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 2,399 | 0.00 | 151 | 7.91 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3,540 | -1.12 | 222 | 6.73 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20,368 | -10.08 | 1,279 | -3.18 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 10,141 | 4.83 | 637 | 12.77 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,116 | 0.00 | 70 | 7.69 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 3,194 | 201 | ||||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 7,500 | 0.00 | 457 | 6.05 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 6,281 | -36.63 | 0 | |||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 34,124 | -5.34 | 2,143 | 1.85 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 21,483 | -23.10 | 1,349 | -17.19 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,640 | -72.39 | 103 | -70.52 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 89 | 1.14 | 6 | 0.00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6,183 | 0 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 16,125 | 0.44 | 1,013 | 8.12 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 3 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 8 | 0.00 | 1 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 5,474 | 3.46 | 344 | 11.36 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 264,448 | -0.30 | 16,607 | 7.32 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3,864 | 243 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 13,807 | 15.37 | 867 | 24.21 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 157,618 | -6.74 | 9,898 | 0.40 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 94 | 0.00 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 406 | 0.74 | 26 | 8.70 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 77,932 | -4.95 | 4,895 | 2.32 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 329 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 3,904 | -0.71 | 245 | 6.99 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 106,590 | -7.04 | 6,694 | 0.06 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6,659 | -6.25 | 418 | 0.97 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,008 | 11.01 | 63 | 21.15 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 150 | 0.00 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 3,487 | -2.81 | 219 | 4.78 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 16,015 | -10.41 | 934 | -9.85 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,450 | 21.35 | 154 | 30.77 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 60,194 | 3,780 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 773 | 1.18 | 49 | 9.09 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 13,181 | 0.24 | 828 | 7.82 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 100 | 0.00 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 647,695 | 1.22 | 40,675 | 8.95 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4,704 | 295 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 244 | 0.00 | 15 | 7.14 | ||||
| 2025-08-08 | 13F | Creative Planning | 159,097 | -6.40 | 9,991 | 0.76 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 7,800 | 0.00 | 490 | 7.47 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 293 | 0.00 | 18 | 5.88 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 39,857 | -38.60 | 2,503 | -33.91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27,676 | 0.05 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 9,865 | -45.08 | 620 | -40.94 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 50,603 | 613.72 | 3,178 | 669.25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 | 1 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 79 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,350 | -58.90 | 85 | -56.02 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,778 | -15.93 | 112 | -9.02 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8,763 | 3.61 | 550 | 11.56 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 192 | 3.78 | 12 | 20.00 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 1,000 | 0.00 | 61 | 5.26 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 4,173 | -2.68 | 262 | 4.80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24,029 | -1.76 | 1,509 | 5.82 | ||||
| 2025-04-23 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | SPILX - Symmetry Panoramic International Equity Fund Class I Shares | 114,151 | -20.04 | 6,954 | -15.21 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 2,238 | 0.00 | 141 | 7.69 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,894 | -2.30 | 433 | 5.11 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,762 | 223.42 | 173 | 253.06 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 366 | -30.29 | 23 | -26.67 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1,394 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 11,899 | -0.34 | 747 | 7.33 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 26,519 | -0.42 | 1,665 | 7.21 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 11,867 | 0.00 | 745 | 7.66 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 286 | 0.00 | 18 | 6.25 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 4,817 | 0.00 | 303 | 7.47 | ||||
| 2025-08-14 | 13F | Wilshire Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 7,167 | -39.66 | 450 | -34.97 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | 368.75 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 5,461 | 0.00 | 343 | 7.55 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,029 | 127 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 36,796 | 9.46 | 2,311 | 17.80 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 196,971 | 1.44 | 12,370 | 9.20 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,705 | 37.17 | 170 | 46.96 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 9,915 | -88.50 | 623 | -87.63 | ||||
| 2025-08-08 | 13F | Vestcor Inc | 312,760 | 45.43 | 20 | 58.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,447,393 | 4.33 | 153,696 | 12.31 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,619 | 1.76 | 478 | 9.63 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5,672 | 0.00 | 356 | 7.88 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 333 | 1.22 | 21 | 5.26 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 187,815 | -9.51 | 11,795 | -2.59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 26,323 | -3.08 | 1,653 | 4.36 | ||||
| 2025-05-12 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9,835 | 0.02 | 618 | 7.68 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 4,673 | -14.71 | 293 | -8.15 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class | 411,268 | -1.00 | 25,828 | 6.57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 401 | 1.01 | 25 | 8.70 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 28,148 | 7.63 | 1,768 | 15.87 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 84,266 | -6.70 | 5,292 | 1.03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,999 | 126 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 39,119 | -14.55 | 2,457 | -8.01 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,831 | -4.49 | 178 | 2.91 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 25,493 | -5.03 | 1,601 | 2.24 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 90 | 0.00 | 6 | 0.00 | ||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 31 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 130 | 0.00 | 8 | 14.29 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 36,900 | 2,215 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,697,902 | -1.18 | 106,781 | 6.53 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,006 | 0.75 | 566 | 8.45 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 309 | 0.00 | 18 | 0.00 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 8,048 | 0.15 | 505 | 7.91 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,251 | 0.00 | 1,711 | 7.68 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 225,925 | -2.76 | 14,188 | 4.68 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 23,501 | 0.31 | 1,468 | 7.39 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,643 | -41.41 | 292 | -37.01 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 23,195 | -11.67 | 1,457 | -4.96 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 47 | 3 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service | 98,568 | -1.49 | 6,190 | 6.05 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17,760 | 0.01 | 1,115 | 7.63 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 3,819 | 0.50 | 240 | 8.14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 76,939 | 0.03 | 4,832 | 7.67 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 167,657 | 1.73 | 10,529 | 17.80 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6,349 | 0.00 | 399 | 7.57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,200 | 578 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6,767 | 425 | ||||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 3,215 | 204 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 10,305 | -4.43 | 645 | 2.38 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 159 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 16,575 | 0.00 | 1,041 | 7.66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,594 | 0.00 | 100 | 8.70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4,812 | -11.04 | 302 | -4.13 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 18 | -25.00 | 1 | 0.00 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 252 | 0.00 | 15 | 0.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15,650 | -1.76 | 983 | 5.71 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,247 | 267 | ||||||
| 2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 725 | 0.00 | 43 | 2.38 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 56,422 | 0.03 | 3,543 | 6.33 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 324 | 0.31 | 20 | 11.11 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12,814 | -28.91 | 805 | -23.50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 284,978 | -4.65 | 17,897 | 2.64 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 185 | 0.00 | 12 | 10.00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 24,939 | -5.60 | 1,566 | 1.62 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22,379 | 3.07 | 1,405 | 10.98 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 22,720 | 1.02 | 1,427 | 8.69 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,837 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 12,924 | -18.56 | 812 | -12.32 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 4,270 | 0.00 | 268 | 7.63 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 305 | 0.00 | 19 | 5.88 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 91,312 | -7.19 | 5,734 | -0.09 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 46,640 | 6.80 | 2,929 | 14.96 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,014 | 589.80 | 64 | 800.00 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 4,780 | 4.57 | 300 | 12.78 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 335,762 | 28.03 | 21,086 | 37.81 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 62,163 | -0.65 | 3,904 | 6.93 | ||||
| 2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 641 | 0.00 | 38 | 2.70 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 14,011 | 2.29 | 880 | 10.01 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 242,456 | 0.00 | 15,226 | 7.65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 16,404 | -7.59 | 1,030 | 0.10 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 36,490 | 5.34 | 2,292 | 13.42 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4,393 | -24.88 | 276 | -19.35 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 6,292 | -6.40 | 395 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 83,217 | 16.54 | 5,226 | 25.47 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 31,428 | -0.80 | 1,974 | 6.76 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1,327 | 0.00 | 83 | 7.79 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1,320 | 0.00 | 83 | 6.49 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16,554 | -19.86 | 1,040 | -13.78 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 17,261 | -0.74 | 1,084 | 6.90 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 119,292 | 3.40 | 7,492 | 11.31 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 99,246 | -0.92 | 6,233 | 6.66 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 245 | 0.00 | 15 | 7.14 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 18,993 | 5.04 | 1,193 | 13.09 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 6,412 | -0.28 | 403 | 7.20 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 25,403 | 1.48 | 1,595 | 9.25 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 6,963 | 13.46 | 437 | 22.07 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,893 | 53.78 | 119 | 66.20 | ||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 826 | 0.00 | 49 | 2.08 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 110,936 | 3.16 | 6,967 | 11.05 | ||||
| 2025-07-29 | 13F | John G Ullman & Associates Inc | 5,350 | 0.00 | 336 | 7.37 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 68,315 | -1.98 | 4,289 | 5.51 | ||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 253,407 | -1.58 | 16 | 0.00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 30,536 | 3.93 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 20,900 | -11.81 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 5,677 | 357 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 5,476 | 18.45 | 326 | 21.27 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 27,570 | 14.22 | 1,731 | 22.94 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 3,400 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21,164 | 39.23 | 1,325 | 49.44 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 42,289 | -5.30 | 2,656 | 1.92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 199 | 12 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 59,936 | -5.34 | 3,764 | 1.87 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 21,337 | 11,249.47 | 1,340 | 6.78 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2,046 | 0.00 | 128 | 7.56 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,730,404 | 8.19 | 171,469 | 16.46 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 34,679 | -3.37 | 2,178 | 4.61 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 244 | 15 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 19,705 | 0.45 | 1,237 | 8.13 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 4,776 | 0.78 | 300 | 8.33 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 735 | -55.72 | 46 | -52.08 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 14,195 | 10.70 | 891 | 18.17 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 107 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8,780 | 0.70 | 551 | 8.46 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4,722 | 0.00 | 297 | 7.64 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,084 | 4.61 | 256 | 12.78 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 412 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 630 | 0.16 | 40 | 8.33 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4,729 | -0.30 | 297 | 7.25 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 189,666 | -2.81 | 11,911 | 4.61 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 43,729 | 2.97 | 2,746 | 10.86 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,575 | 413 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3,241 | -7.77 | 204 | -0.98 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36,926 | 58.73 | 2,319 | 70.82 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 267,436 | -4.41 | 17 | 0.00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 4,017 | 0.27 | 252 | 8.15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28,845 | -2.66 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 167 | 1.21 | 11 | 11.11 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 156,619 | -8.17 | 9,836 | -1.15 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 841 | 0.00 | 53 | 6.12 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7,343 | 351.60 | 461 | 390.43 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 132 | 8 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 11,547 | 0.87 | 725 | 8.70 | ||||
| 2025-05-14 | 13F | Main Street Group, LTD | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 57,571 | 1.03 | 3,615 | 8.75 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 5,504 | -0.40 | 321 | -0.31 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 10,419 | 1.34 | 654 | 9.18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 26,940 | -3.71 | 1,692 | 3.62 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12,874 | -0.59 | 809 | 7.02 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 15,978 | 1,003 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 423 | 27 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 438 | 0.00 | 28 | 8.00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 468 | 3,020.00 | 29 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 8,136 | -2.12 | 511 | 5.37 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 581 | -5.22 | 36 | 2.86 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 606 | 10.99 | 38 | 22.58 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4,844 | 0.00 | 304 | 7.80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5,250 | -64.74 | 330 | -62.10 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 74,777 | 289.28 | 4,696 | 319.20 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 12,718 | 0.00 | 799 | 7.69 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2,970 | 0.00 | 187 | 7.51 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 199 | -80.72 | 12 | -80.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10,900 | 685 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,008 | -2.50 | 189 | 3.30 | ||||
| 2025-04-23 | 13F | New World Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7,393 | 5.57 | 464 | 14.29 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7,796 | 4.56 | 490 | 12.41 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8,578 | -1.58 | 539 | 5.91 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service | 178,181 | -2.11 | 11,190 | 5.37 | ||||
| 2025-08-01 | 13F | Teacher Retirement System Of Texas | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 494 | -56.40 | 31 | -53.03 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1 | 0.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 304,298 | 173.56 | 19,110 | 194.48 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 4,460 | 0.00 | 280 | 7.69 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10,636 | 0.66 | 668 | 8.28 |
