2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
44,531 |
-18.14 |
1,415 |
-15.43 |
|
2025-08-14 |
13F |
Mercer Global Advisors Inc /adv
|
|
|
|
15,639 |
-53.47 |
497 |
-51.98 |
|
2025-07-16 |
13F |
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
286 |
0.00 |
9 |
12.50 |
|
2025-08-05 |
13F |
Lifeworks Advisors, LLC
|
|
|
|
7,982 |
0.00 |
254 |
3.27 |
|
2025-07-18 |
13F |
Truist Financial Corp
|
|
|
|
7,262 |
0.00 |
231 |
3.14 |
|
2025-08-19 |
13F |
Anchor Investment Management, LLC
|
|
|
|
412 |
|
13 |
|
|
2025-08-22 |
NP |
FASGX - Fidelity Asset Manager 70%
|
|
|
|
1,325,221 |
-4.15 |
42,102 |
-0.94 |
|
2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
4,426 |
|
141 |
|
|
2025-07-22 |
13F |
Iron Horse Wealth Management, LLC
|
|
|
|
1 |
0.00 |
0 |
|
|
2025-07-25 |
13F |
Investment Advisory Group, LLC
|
|
|
|
37,888 |
0.02 |
1,204 |
3.35 |
|
2025-08-14 |
13F |
Clarity Asset Management, Inc.
|
|
|
|
15,027 |
0.09 |
477 |
3.47 |
|
2025-05-28 |
13F |
Silicon Valley Capital Partners
|
|
|
|
1 |
-99.12 |
0 |
-100.00 |
|
2025-08-13 |
13F |
Baird Financial Group, Inc.
|
|
|
|
57,961 |
0.00 |
1,841 |
3.37 |
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
12,716,984 |
7.66 |
404,019 |
11.27 |
|
2025-08-11 |
13F |
Bradley Foster & Sargent Inc/ct
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-07-15 |
13F |
Cordant, Inc.
|
|
|
|
1,947 |
0.46 |
62 |
3.39 |
|
2025-08-14 |
13F |
Colony Group, LLC
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-07-23 |
13F |
Stonegate Investment Group, LLC
|
|
|
|
13,781 |
0.00 |
438 |
3.31 |
|
2025-08-14 |
13F |
EP Wealth Advisors, Inc.
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
10,019 |
4.65 |
0 |
|
|
2025-05-19 |
13F/A |
AAFCPAs Wealth Management, LLC
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-07-25 |
13F |
Dynamic Financial Group
|
|
|
|
7,316 |
-0.57 |
232 |
2.65 |
|
2025-07-17 |
13F |
Gleason Group, Inc.
|
|
|
|
199 |
0.51 |
6 |
0.00 |
|
2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
15,812 |
1.50 |
502 |
5.02 |
|
2025-08-22 |
NP |
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class
|
|
|
|
55,216 |
-3.32 |
1,754 |
-0.06 |
|
2025-07-08 |
13F |
Parallel Advisors, LLC
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-07-15 |
13F |
GSB Wealth Management, LLC
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
7,826 |
0.00 |
249 |
3.33 |
|
2025-08-22 |
NP |
Variable Insurance Products Fund V - Asset Manager Portfolio Initial Class
|
|
|
|
134,669 |
-4.65 |
4,278 |
-1.45 |
|
2025-08-08 |
13F |
Avantax Advisory Services, Inc.
|
|
|
|
19,137 |
33.67 |
608 |
37.95 |
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
842,672 |
25.92 |
26,772 |
30.14 |
|
2025-07-16 |
13F |
Signaturefd, Llc
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-07-29 |
13F |
Harbor Asset Planning, Inc.
|
|
|
|
20,328 |
|
646 |
|
|
2025-08-06 |
13F |
Savant Capital, LLC
|
|
|
|
7,213 |
0.04 |
229 |
3.62 |
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
2,625 |
3,650.00 |
83 |
4,050.00 |
|
2025-04-17 |
13F |
Mission Wealth Management, Lp
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-08-15 |
13F |
Captrust Financial Advisors
|
|
|
|
16,877 |
-12.12 |
536 |
-9.15 |
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
5,088 |
|
162 |
|
|
2025-07-24 |
13F |
Capital Advisors, Ltd. LLC
|
|
|
|
297 |
0.34 |
0 |
|
|
2025-08-14 |
13F |
Quantinno Capital Management LP
|
|
|
|
7,604 |
|
242 |
|
|
2025-08-12 |
13F |
Coldstream Capital Management Inc
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-08-13 |
13F |
Cresset Asset Management, LLC
|
|
|
|
6,941 |
0.09 |
221 |
3.29 |
|
2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
10,918 |
|
347 |
|
|
2025-07-16 |
13F |
Vestia Personal Wealth Advisors
|
|
|
|
34,918 |
-3.28 |
1,109 |
0.00 |
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-07-08 |
13F |
Rise Advisors, LLC
|
|
|
|
4,030 |
0.47 |
128 |
4.07 |
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
160 |
|
5 |
|
|
2025-08-15 |
13F |
Semmax Financial Advisors Inc.
|
|
|
|
20 |
0.00 |
1 |
|
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
17,049 |
2.92 |
542 |
6.29 |
|
2025-08-08 |
13F |
Everett Harris & Co /ca/
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-07-24 |
13F |
Jfs Wealth Advisors, Llc
|
|
|
|
661 |
0.00 |
21 |
5.00 |
|
2025-08-12 |
13F |
NFP Retirement, Inc.
|
|
|
|
20,449 |
4.56 |
650 |
7.99 |
|
2025-08-12 |
13F |
MAI Capital Management
|
|
|
|
4,243 |
4.28 |
135 |
7.20 |
|
2025-08-22 |
NP |
FFNCX - Fidelity Asset Manager 40% Fidelity Advisor Asset Manager 40%: Class C
|
|
|
|
277,713 |
-5.68 |
8,823 |
-2.53 |
|
2025-07-15 |
13F |
North Star Investment Management Corp.
|
|
|
|
1,681 |
0.42 |
53 |
3.92 |
|
2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
3,006 |
128.42 |
96 |
137.50 |
|
2025-07-14 |
13F |
Harbor Group, Inc.
|
|
|
|
8,836 |
0.03 |
281 |
3.32 |
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
2,438 |
0.00 |
77 |
4.05 |
|
2025-07-25 |
13F |
Ball & Co Wealth Management Inc.
|
|
|
|
17,125 |
-34.53 |
1 |
|
|
2025-08-12 |
13F |
J.w. Cole Advisors, Inc.
|
|
|
|
107,524 |
-2.25 |
3,416 |
1.04 |
|
2025-08-14 |
13F |
Comerica Bank
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
163,451 |
-43.86 |
5,193 |
-41.98 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
557,756 |
-33.23 |
17,729 |
-30.98 |
|
2025-07-16 |
13F |
Essex Financial Services, Inc.
|
|
|
|
47,906 |
0.95 |
1,522 |
4.32 |
|
2025-08-11 |
13F |
Private Advisor Group, LLC
|
|
|
|
64,019 |
-21.53 |
2,034 |
-18.94 |
|
2025-07-07 |
13F |
Roxbury Financial LLC
|
|
|
|
9,865 |
3.50 |
313 |
3.30 |
|
2025-05-15 |
13F/A |
Orion Portfolio Solutions, LLC
|
|
|
|
9,194 |
14.31 |
283 |
15.10 |
|
2025-08-08 |
13F |
Independence Financial Advisors, LLC
|
|
|
|
873,531 |
2,794.69 |
27,752 |
2,893.74 |
|
2025-08-07 |
13F |
Weil Company, Inc.
|
|
|
|
253,501 |
|
8,054 |
|
|
2025-07-29 |
13F |
Sowa Financial Group, Inc.
|
|
|
|
609,518 |
12.53 |
19 |
18.75 |
|
2025-08-12 |
13F |
Steward Partners Investment Advisory, Llc
|
|
|
|
3,519 |
0.00 |
112 |
2.78 |
|
2025-08-11 |
13F |
Outlook Wealth Advisors, LLC
|
|
|
|
7,814 |
0.48 |
248 |
3.77 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
753 |
0.00 |
0 |
|
|
2025-07-16 |
13F |
Bestgate Wealth Advisors, LLC
|
|
|
|
10,850 |
0.00 |
334 |
0.00 |
|
2025-08-04 |
13F |
Assetmark, Inc
|
|
|
|
42 |
|
1 |
|
|
2025-07-24 |
13F |
Us Bancorp \de\
|
|
|
|
2,619 |
371.04 |
83 |
388.24 |
|
2025-07-25 |
13F |
LRI Investments, LLC
|
|
|
|
11 |
0.00 |
0 |
|
|
2025-08-08 |
13F |
Advisory Resource Group
|
|
|
|
158,996 |
8.00 |
5,051 |
11.62 |
|
2025-08-06 |
13F |
Mark Sheptoff Financial Planning, Llc
|
|
|
|
5,610 |
0.47 |
178 |
4.09 |
|
2025-08-12 |
13F |
PKS Advisory Services, LLC
|
|
|
|
33,880 |
-0.22 |
1,076 |
3.16 |
|
2025-08-14 |
13F |
Peapack Gladstone Financial Corp
|
|
|
|
22,061 |
-0.57 |
1 |
|
|
2025-07-29 |
13F |
Stratos Wealth Partners, LTD.
|
|
|
|
202,687 |
-30.25 |
6,439 |
-27.91 |
|
2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
1,727,871 |
22.85 |
55 |
25.58 |
|
2025-08-06 |
13F |
Modera Wealth Management, LLC
|
|
|
|
10,730 |
0.00 |
341 |
3.34 |
|
2025-07-16 |
13F |
Register Financial Advisors LLC
|
|
|
|
703 |
|
22 |
|
|
2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
10,595 |
12.72 |
337 |
16.67 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-07-14 |
13F |
Abound Wealth Management
|
|
|
|
324 |
398.46 |
10 |
400.00 |
|
2025-04-21 |
13F |
PSI Advisors, LLC
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-08-14 |
13F |
Investmark Advisory Group LLC
|
|
|
|
62,945 |
|
2,000 |
|
|
2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
7,687 |
-28.57 |
244 |
-26.06 |
|
2025-04-25 |
13F |
Westside Investment Management, Inc.
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-08-06 |
13F |
North Capital, Inc.
|
|
|
|
8,735 |
0.47 |
278 |
3.75 |
|
2025-05-13 |
13F |
Franklin Resources Inc
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-08-13 |
13F |
Holos Integrated Wealth LLC
|
|
|
|
875 |
0.00 |
28 |
7.69 |
|
2025-07-16 |
13F |
Processus Wealth & Capital Management, LLC
|
|
|
|
77,638 |
-2.11 |
2,467 |
1.19 |
|
2025-08-01 |
13F |
McCarthy Grittinger Financial Group, LLC
|
|
|
|
633 |
0.00 |
20 |
5.26 |
|
2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
18,190 |
-2.24 |
578 |
1.05 |
|
2025-08-14 |
13F |
Integrated Wealth Concepts LLC
|
|
|
|
7,527 |
0.39 |
239 |
3.91 |
|
2025-07-28 |
13F |
Ckw Financial Group
|
|
|
|
236 |
0.00 |
0 |
|
|
2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
107,080 |
6.15 |
3 |
0.00 |
|
2025-08-01 |
13F |
James Investment Research Inc
|
|
|
|
18,937 |
7.82 |
602 |
11.50 |
|
2025-08-12 |
13F |
O'shaughnessy Asset Management, Llc
|
|
|
|
7 |
0.00 |
0 |
|
|
2025-05-14 |
13F |
Jane Street Group, Llc
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-08-14 |
13F |
Foronjy Financial Llc
|
|
|
|
7,671 |
|
244 |
|
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
67,221 |
-54.42 |
2,136 |
-52.88 |
|
2025-08-14 |
13F |
Brinker Capital Investments, LLC
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
15,191 |
4.66 |
483 |
8.07 |
|
2025-08-13 |
13F |
Financial Freedom, LLC
|
|
|
|
563 |
0.36 |
18 |
0.00 |
|
2025-08-14 |
13F |
Glenmede Investment Management, LP
|
|
|
|
15,007 |
|
477 |
|
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
19,999 |
-73.66 |
635 |
-72.79 |
|
2025-08-08 |
13F |
Sittner & Nelson, Llc
|
|
|
|
9,595 |
0.00 |
305 |
3.40 |
|
2025-08-04 |
13F |
Great Lakes Retirement, Inc.
|
|
|
|
9,659 |
0.00 |
307 |
3.38 |
|
2025-08-22 |
NP |
FASIX - Fidelity Asset Manager 20%
|
|
|
|
377,944 |
-9.64 |
12,007 |
-6.61 |
|
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
141,229 |
815.88 |
4,487 |
846.41 |
|
2025-08-06 |
13F |
Adviser Investments LLC
|
|
|
|
20,019 |
0.00 |
636 |
3.41 |
|
2025-08-19 |
13F |
Asset Dedication, LLC
|
|
|
|
94 |
0.00 |
3 |
0.00 |
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
9,675 |
12.81 |
312 |
18.63 |
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
47 |
|
1 |
|
|
2025-08-13 |
13F |
Lido Advisors, LLC
|
|
|
|
7,941 |
-5.17 |
252 |
-1.95 |
|
2025-04-24 |
13F |
Wingate Wealth Advisors, Inc.
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-07-18 |
13F |
Marino, Stram & Associates Llc
|
|
|
|
6,717 |
0.00 |
213 |
3.40 |
|
2025-08-18 |
13F |
Geneos Wealth Management Inc.
|
|
|
|
117 |
0.00 |
4 |
0.00 |
|
2025-08-13 |
13F |
Summit Wealth Group Llc / Co
|
|
|
|
31,863 |
|
1,012 |
|
|
2025-08-22 |
NP |
FTANX - Fidelity Asset Manager 30%
|
|
|
|
187,257 |
-7.24 |
5,949 |
-4.13 |
|
2025-08-22 |
NP |
FASMX - Fidelity Asset Manager 50%
|
|
|
|
1,423,845 |
-4.73 |
45,236 |
-1.54 |
|
2025-07-15 |
13F |
FMA Wealth Management, LLC
|
|
|
|
7,108 |
|
226 |
|
|
2025-07-22 |
13F |
Wealthcare Advisory Partners LLC
|
|
|
|
9,900 |
|
315 |
|
|
2025-08-05 |
13F |
Carolinas Wealth Consulting Llc
|
|
|
|
0 |
-100.00 |
0 |
-100.00 |
|
2025-07-30 |
13F |
Wbh Advisory Inc
|
|
|
|
18,571 |
0.48 |
590 |
3.70 |
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
10,843 |
-83.96 |
344 |
-83.45 |
|
2025-08-12 |
13F |
Wood Tarver Financial Group, LLC
|
|
|
|
856 |
0.00 |
0 |
-100.00 |
|
2025-08-14 |
13F |
CoreCap Advisors, LLC
|
|
|
|
434 |
|
14 |
|
|
2025-08-22 |
NP |
FHLKX - Fidelity Health Savings Fund Class K
|
|
|
|
5,226 |
-4.81 |
166 |
-1.19 |
|
2025-07-14 |
13F |
CRA Financial Services, LLC
|
|
|
|
23,035 |
-1.50 |
732 |
1.81 |
|
2025-08-22 |
NP |
FSANX - Fidelity Asset Manager 60%
|
|
|
|
711,744 |
-4.27 |
22,612 |
-1.06 |
|
2025-07-23 |
13F |
Richardson Capital Management LLC
|
|
|
|
3,844 |
0.00 |
122 |
3.39 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
4,287 |
3.13 |
136 |
7.09 |
|
2025-07-14 |
13F |
AdvisorNet Financial, Inc
|
|
|
|
325 |
0.00 |
10 |
11.11 |
|
2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
6,727 |
|
0 |
|
|
2025-07-30 |
13F |
Bogart Wealth, LLC
|
|
|
|
2,069 |
|
66 |
|
|
2025-08-12 |
13F |
CIBC Private Wealth Group, LLC
|
|
|
|
9,259 |
0.31 |
294 |
17.13 |
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
446 |
38.08 |
14 |
55.56 |
|
2025-08-06 |
13F |
AE Wealth Management LLC
|
|
|
|
5,349 |
0.47 |
170 |
3.68 |
|
2025-08-15 |
13F |
Northeast Financial Consultants Inc
|
|
|
|
6,973 |
-6.25 |
222 |
-3.07 |
|
2025-08-19 |
13F |
Advisory Services Network, LLC
|
|
|
|
12,935 |
0.12 |
412 |
3.78 |
|
2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
2,224 |
276.95 |
71 |
311.76 |
|
2025-07-30 |
13F |
Exencial Wealth Advisors, Llc
|
|
|
|
6,974 |
0.36 |
222 |
3.76 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
126,084 |
86.79 |
4,006 |
93.01 |
|
2025-07-24 |
13F |
Leo Wealth, LLC
|
|
|
|
8,084 |
|
257 |
|
|
2025-08-14 |
13F |
Kovitz Investment Group Partners, LLC
|
|
|
|
13,823 |
9.23 |
439 |
12.85 |
|
2025-08-22 |
NP |
FAMRX - Fidelity Asset Manager 85%
|
|
|
|
1,013,498 |
-3.37 |
32,199 |
-0.13 |
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
7,400 |
0.50 |
235 |
3.98 |
|
2025-08-14 |
13F |
Sunbelt Securities, Inc.
|
|
|
|
47,873 |
3.08 |
1,459 |
2.17 |
|
2025-07-07 |
13F |
Investors Research Corp
|
|
|
|
744 |
0.00 |
24 |
4.55 |
|
2025-08-05 |
13F |
Cherry Tree Wealth Management, LLC
|
|
|
|
3,640 |
0.00 |
116 |
3.60 |
|
2025-08-13 |
13F |
Cerity Partners LLC
|
|
|
|
6,708 |
|
213 |
|
|
2025-07-07 |
13F |
Kings Path Partners LLC
|
|
|
|
12 |
|
0 |
|
|
2025-08-06 |
13F |
Bensler, LLC
|
|
|
|
9,096 |
-2.06 |
289 |
1.05 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
919 |
-69.08 |
29 |
-68.13 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
71,647 |
222.91 |
2,276 |
233.72 |
|
2025-05-15 |
13F |
Old Mission Capital Llc
|
|
|
|
0 |
-100.00 |
0 |
|
|
2025-07-22 |
13F |
Valeo Financial Advisors, LLC
|
|
|
|
6,522 |
|
207 |
|
|
2025-07-24 |
13F |
Ronald Blue Trust, Inc.
|
|
|
|
1 |
|
0 |
|
|
2025-07-08 |
13F |
Lowe Wealth Advisors, LLC
|
|
|
|
41 |
0.00 |
1 |
0.00 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
459,664 |
4.00 |
14,604 |
7.49 |
|
2025-07-31 |
13F |
Glass Jacobson Investment Advisors llc
|
|
|
|
26 |
-95.48 |
1 |
-100.00 |
|
2025-08-05 |
13F |
Key FInancial Inc
|
|
|
|
2,846 |
0.00 |
90 |
3.45 |
|