Mga Batayang Estadistika
| Pemilik Institusional | 694 total, 692 long only, 2 short only, 0 long/short - change of 2.65% MRQ |
| Alokasi Portofolio Rata-rata | 0.5397 % - change of -7.93% MRQ |
| Saham Institusional (Jangka Panjang) | 110,417,073 (ex 13D/G) - change of -39.54MM shares -26.37% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 5,388,420 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Floating Rate Bond ETF (US:FLOT) memiliki 694 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 110,417,300 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Northern Trust Corp, LPL Financial LLC, Franklin Resources Inc, Wells Fargo & Company/mn, BlackRock, Inc., Ameriprise Financial Inc, Glenview Trust Co, and UBS Group AG .
Struktur kepemilikan institusional iShares Trust - iShares Floating Rate Bond ETF (BATS:FLOT) 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 50.88 / share. Previously, on September 6, 2024, the share price was 50.84 / share. This represents an increase of 0.07% 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 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | St Germain D J Co Inc | 727 | 0.41 | 37 | 2.78 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 13,771 | -1.45 | 703 | -1.54 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 20,587 | 2.08 | 1,051 | 2.34 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 120,815 | 2.63 | 6,164 | 2.56 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 8,999 | -17.91 | 459 | -17.89 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 7,255 | 0.00 | 370 | 0.00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1,637 | 84 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 13,887 | 3.80 | 709 | 3.81 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8,236 | 420 | ||||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 7,580 | 387 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4,398 | -2.22 | 224 | -2.18 | ||||
| 2025-05-07 | 13F | Mycio Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 26,847 | 283.47 | 1,370 | 283.47 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 113,123 | 1.77 | 5,772 | 1.71 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 22,383 | 8.09 | 1,142 | 7.95 | ||||
| 2025-07-28 | 13F | Essex LLC | 5,468 | -19.86 | 279 | -20.11 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 57,970 | 2,958 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 500,985 | -31.97 | 25,560 | -32.01 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 3,461 | 0.76 | 177 | 0.57 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 7,271 | -50.00 | 371 | -50.13 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,156 | -38.51 | 59 | -37.89 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 46,655 | 4.61 | 2,348 | 3.53 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 7,585 | 386 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 509 | -14.02 | 26 | -16.67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 405,533 | 6.98 | 21 | 5.26 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 38,289 | 6.77 | 1,954 | 6.72 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 20,021 | 356.06 | 224 | -0.45 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 22,094 | 0.48 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 152,289 | 0.76 | 7,770 | 0.70 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 40,079 | -2.49 | 2,045 | -2.57 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 184,507 | 5.57 | 9,414 | 5.52 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 9,400 | 480 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 23,100 | -0.78 | 1,179 | -0.51 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 5,359 | 0.00 | 273 | 0.00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 26,703 | -10.14 | 1,362 | -10.22 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 848,010 | -9.84 | 43,265 | -9.89 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 301,320 | 4.98 | 15,373 | 4.92 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 637 | 1.27 | 33 | 0.00 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 12,871 | 6.35 | 657 | 6.32 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 20,039 | -12.85 | 1,022 | -12.87 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 7,810 | 0.00 | 398 | 0.00 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 444 | 7.25 | 23 | 4.76 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 33,912 | -15.88 | 1,730 | -15.90 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 49,766 | 7.64 | 2,539 | 7.58 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 75,887 | 2.00 | 3,872 | 1.92 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 254,493 | 3.50 | 12,966 | 3.89 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 341,671 | 2.09 | 17,398 | 1.77 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 6,718 | -3.99 | 343 | -4.20 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 54,578 | -19.32 | 2,785 | -19.37 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 286 | 15 | ||||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 9,491 | 2.94 | 484 | 2.98 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,093 | -4.27 | 311 | -4.32 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 17,484 | 147.44 | 892 | 147.78 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 39,561 | 101.25 | 2,018 | 101.20 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 376 | 1.35 | 19 | 5.56 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 6,100 | 0.00 | 0 | |||||
| 2025-05-13 | 13F | CacheTech Inc. | 79,389 | 25.23 | 4,053 | 25.64 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 15,999 | 13.33 | 811 | 12.50 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 4,007 | 0.00 | 204 | 0.00 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 155,327 | -1.03 | 7,925 | -1.10 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,786 | 27.00 | 295 | 27.16 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 122,357 | -7.91 | 6,215 | -8.63 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,252 | -25.85 | 471 | -25.83 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 212 | 11 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 492 | 25 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 28,751 | -2.88 | 1,467 | -2.98 | ||||
| 2025-08-07 | 13F | PFG Advisors | 59,404 | 0.00 | 3,031 | -0.07 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 7,020 | -21.96 | 358 | -22.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11,537 | -40.17 | 589 | -40.24 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 5,673 | -21.15 | 289 | -21.25 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 26,731 | -5.73 | 1,364 | -5.81 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 6,990 | 0.00 | 357 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15,219 | -2.96 | 777 | -3.00 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 12,990 | 661 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 39,094 | 132.20 | 1,989 | 132.90 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 8,863 | -2.25 | 452 | -2.16 | ||||
| 2025-08-14 | 13F | Comerica Bank | 370,096 | 1.18 | 18,882 | 1.12 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,270 | 0.00 | 65 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31,820 | -16.05 | 1,623 | -16.12 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 5,848 | 0.00 | 298 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68,373 | -35.43 | 3 | -40.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 640 | -38.46 | 33 | -39.62 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 24,670 | -1.58 | 1,259 | -1.33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 80,982 | 26.68 | 4 | 33.33 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 24,541 | -5.72 | 1,252 | -5.72 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,636 | 339 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 397,908 | -5.94 | 20,301 | -6.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 82,030 | 15.08 | 4,185 | 15.04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 343,039 | 0.83 | 18 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,689 | -1.18 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9,949 | -11.60 | 508 | -11.67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,605,228 | 7.97 | 234,959 | 7.91 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 133,765 | 62.38 | 6,825 | 62.28 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 227,282 | -0.07 | 11,596 | -0.14 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 2,470,705 | -15.80 | 126,055 | -15.85 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Forefront Analytics, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,124,339 | 13.70 | 57,364 | 13.64 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 8,571 | 0 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 26,434 | 4.07 | 1,349 | 4.01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 46 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4,676 | 0.32 | 239 | 0.42 | ||||
| 2025-04-14 | 13F | Bangor Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 14,767 | 0.00 | 753 | 0.00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 34,734 | -52.60 | 1,772 | -52.62 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 20,987 | 4.48 | 1,071 | 4.39 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 15,132 | -34.38 | 772 | -34.41 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7,054 | 41.59 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 179,327 | 0.98 | 9,149 | 0.93 | ||||
| 2025-08-13 | 13F | Garner Asset Management Corp | 5,062 | -39.61 | 258 | -39.58 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 89,432 | 9.00 | 4,563 | 8.93 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 146,017 | 7,421 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 15,628 | -2.49 | 797 | -2.57 | ||||
| 2025-05-07 | 13F | Inlet Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,081 | 1.22 | 55 | 1.85 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 99 | 0.00 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2,000 | 0.00 | 102 | -0.98 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 24,604 | -7.52 | 1,255 | -7.58 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 85,215 | 1.73 | 4,348 | 1.66 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 192,857 | -7.48 | 9,840 | -7.54 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 541 | 28 | ||||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 25,878 | -17.28 | 1,320 | -17.29 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 4,900 | 249 | ||||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares | 308,079 | 0.00 | 15,718 | -0.06 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 6,970 | -45.67 | 356 | -45.72 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 293,483 | 85.22 | 14,974 | 85.13 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 11,891 | 70.26 | 606 | 70.42 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1,974 | 0.00 | 101 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 19 | -66.67 | 1 | -100.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15,938 | 14.73 | 813 | 14.67 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6,948 | 0.54 | 354 | 0.28 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 260 | -13.04 | 13 | -13.33 | ||||
| 2025-05-14 | 13F | Clarity Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 37,936 | -3.94 | 1,935 | -3.97 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 52,847 | -3.91 | 2,696 | -3.65 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 32,370 | 1.25 | 1,652 | 1.16 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 18,917 | 0.45 | 965 | 0.42 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 7,443 | 0.00 | 380 | 0.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21,702 | -4.72 | 1,107 | -4.73 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 54,724 | -0.11 | 2,792 | -0.14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 114,993 | -0.27 | 5,867 | -0.34 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4,838 | -19.59 | 247 | -19.87 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,892,809 | -4.47 | 96,571 | -4.53 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 120,948 | 17.34 | 6,171 | 17.26 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 74,819 | -5.59 | 3,802 | -6.01 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 5 | 0.00 | 0 | |||||
| 2025-04-29 | 13F | Burke & Herbert Bank & Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 106,429 | -7.88 | 5,430 | -7.94 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 9,535 | -14.37 | 486 | -14.44 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 5,109 | 0.00 | 261 | 0.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,865 | -19.21 | 248 | -19.22 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 7,751 | 9.17 | 395 | 9.12 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 15,345 | -17.20 | 783 | -17.34 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 186,863 | -12.01 | 9,534 | -12.07 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 37,785 | 1.25 | 1,928 | 1.15 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 108 | 0.00 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 31 | 2 | ||||||
| 2025-08-14 | 13F | New England Asset Management Inc | 100 | 0.00 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 58,902 | 15.28 | 3,005 | 15.22 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 315,947 | 5.63 | 16,120 | 5.57 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 948 | 0.00 | 48 | 0.00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 22,884 | -0.17 | 1,168 | -0.26 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 27,934 | -34.21 | 1,425 | -34.24 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 28,222 | 0.12 | 1,440 | 0.07 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 20,198 | -4.39 | 1,031 | -4.45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 40,462 | -36.06 | 2,064 | -36.10 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 9,407 | -1.23 | 480 | -1.44 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9,920 | 0.00 | 506 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 21,755 | 62.48 | 1,110 | 62.37 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4,763 | -11.19 | 243 | -10.99 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 136,391 | 6,931 | ||||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 363,351 | 3.64 | 18,538 | 3.58 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 27,982 | -26.74 | 1,428 | -26.78 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 123,526 | -6.89 | 6,302 | -6.94 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 167,700 | 4.57 | 8,556 | 4.51 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 43,578 | 0.94 | 2,223 | 0.91 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 130,922 | -5.58 | 6,680 | -5.64 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 687 | 0.00 | 35 | 0.00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 15 | -31.82 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 122,766 | -7.23 | 6 | 0.00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 725 | 37 | ||||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 425 | 0.00 | 22 | 0.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 51,632 | -11.10 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 10,400 | -1.89 | 531 | -2.03 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1,840,077 | -17.28 | 93,697 | -17.53 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 21,529 | 8.79 | 1,098 | 8.71 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 21,721 | -6.22 | 1,108 | -6.26 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 16,112 | -24.95 | 822 | -24.93 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 144 | 1.41 | 7 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 377,052 | -10.65 | 19,237 | -10.70 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 96,700 | 4,934 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 64,359 | 12.26 | 3,284 | 12.20 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 41,467 | 0.52 | 2,116 | 0.81 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 24,070 | -9.45 | 1,228 | -9.44 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 3,907 | -7.72 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 12,594 | -2.60 | 643 | -1.23 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 501,737 | -8.37 | 25,599 | -8.42 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 23,760 | 2.15 | 294 | 9.33 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 9,734 | -13.45 | 497 | -13.59 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 5,850 | -42.44 | 298 | -42.47 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 186 | 9 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 12,737 | 650 | ||||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 28,710 | 4.93 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 16,690 | -27.04 | 852 | -27.08 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4,418 | 27.87 | 225 | 27.84 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 162,235 | 4.98 | 8,269 | 4.82 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 8,368 | -3.32 | 427 | -3.40 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 84 | 500.00 | 4 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 12,277 | 0.00 | 626 | 0.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,270 | 626 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 129,608 | 4.13 | 6,613 | 4.06 | ||||
| 2025-05-15 | 13F | Syon Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 36,370 | -0.76 | 1,856 | -0.80 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 22,500 | 1,148 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 4,580 | 234 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 152,302 | 1.27 | 7,770 | 1.21 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 138,375 | 8.50 | 7,060 | 8.43 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29,444 | 110.93 | 1,502 | 110.96 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 263 | 26,200.00 | 13 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 30,437 | -10.64 | 1,553 | -10.70 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 30,537 | 0.00 | 1,558 | -0.06 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 12,457 | 165.61 | 636 | 165.69 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 135,210 | 13.40 | 6,898 | 13.34 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 168,878 | 2.40 | 8,616 | 4.15 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 888,666 | -8.83 | 45,340 | -8.88 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 73,753 | -4.99 | 3,763 | -4.74 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 21,974 | -33.02 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 300 | 15 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 79,389 | 25.23 | 4,053 | 25.64 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 19,465 | -3.82 | 993 | -3.87 | ||||
| 2025-08-08 | 13F | Allianz Se | 18,938 | 0.00 | 966 | 0.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10,911 | -4.57 | 557 | -4.63 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 67,859 | 83.98 | 3,462 | 83.95 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 8,545 | 8.29 | 436 | 8.21 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 34,595 | 17.45 | 1,765 | 17.43 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 41,192 | -10.16 | 2,102 | -10.21 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 11,426 | -66.14 | 583 | -66.20 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 61,558 | 2.82 | 3,141 | 2.75 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 708 | 0.00 | 36 | 0.00 | ||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 10,925 | 1.39 | 557 | 1.27 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 110,940 | 18.45 | 5,660 | 18.39 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,742,216 | 4.99 | 139,257 | 4.70 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 10,134 | 0.31 | 517 | 0.39 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 11,588 | 591 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 79 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 839,303 | 10.17 | 42,821 | 10.10 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 41,798 | -2.93 | 2,133 | -3.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8,234 | 420 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 6,380 | -22.62 | 326 | -22.62 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 34,096 | -20.72 | 1,740 | -20.77 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 7,556 | -5.57 | 386 | -5.64 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 17,866 | 12.37 | 912 | 12.33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41,683 | -34.89 | 2,127 | -34.93 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 13,645 | -18.53 | 696 | -18.50 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 6,038 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 24,046 | 135.45 | 1,322 | 153.55 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 638 | 0.00 | 33 | 0.00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 15,000 | 0.00 | 765 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17,526 | -18.80 | 894 | -18.80 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 25,000 | 0.00 | 1,276 | -0.08 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,481 | -3.46 | 127 | -3.82 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14,034 | 716 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 7,096 | 0.61 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,256 | 115 | ||||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 7,082 | 0.37 | 361 | 0.28 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 9,536 | -16.18 | 487 | -16.21 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 52,408 | 9.29 | 2,674 | 9.24 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6,615 | -32.19 | 337 | -32.33 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 44,812 | -14.04 | 2,286 | -14.09 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 183,834 | -1.14 | 9,353 | -0.67 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 432,756 | 0.00 | 22,088 | 0.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62,840 | 6.93 | 3,206 | 6.87 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 132,461 | -5.86 | 6,758 | -5.92 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 242,992 | -21.36 | 12,397 | -21.40 | ||||
| 2025-07-31 | 13F | City State Bank | 235 | 0.00 | 12 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,210 | 0.00 | 113 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 55,638 | -2.87 | 2,839 | -2.61 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 167,264 | -0.50 | 8,534 | -0.56 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 115,840 | 7.92 | 5,910 | 7.87 | ||||
| 2025-08-12 | 13F | Nutshell Asset Management Ltd | 23,026 | -90.18 | 1,175 | -90.19 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 26,466 | 110.43 | 1,350 | 110.28 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11,628 | -12.49 | 593 | -12.54 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 11,900 | 0.00 | 607 | 0.00 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 19,303 | 985 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 198 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 28,172 | 10.49 | 1,437 | 10.45 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4,307 | -15.55 | 220 | -15.77 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 131,824 | -1.06 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,960,948 | -16.62 | 100,048 | -16.67 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8,585 | -0.23 | 438 | -0.23 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 17,842 | 0.00 | 910 | 0.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13,205 | 17.71 | 674 | 17.66 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 195,318 | -24.37 | 9,951 | -23.99 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 9,226 | -1.47 | 471 | -1.67 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 53,539 | 5.80 | 2,732 | 136,450.00 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 5,060 | 0.00 | 258 | 0.00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 5,156 | 0.00 | 263 | 0.00 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 53,390 | 4.45 | 2,724 | 4.37 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 325 | 0.00 | 17 | 0.00 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 9,268 | -48.25 | 473 | -48.36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 187,510 | 60.37 | 9,567 | 60.29 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 147,128 | -0.78 | 8 | 0.00 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 216,341 | 22.16 | 11,038 | 22.09 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 254,422 | -10.30 | 12,981 | -10.35 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 200 | -61.39 | 10 | -61.54 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 6,415 | 0.30 | 0 | |||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 4,069 | 208 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 792 | 40 | ||||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 438 | 15.57 | 22 | 15.79 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 13,744 | 0.00 | 701 | 0.00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 23,033 | 1,175 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 23,614 | 13.46 | 1,205 | 13.37 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 38,134 | 52.53 | 1,946 | 52.43 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 129,534 | 959.76 | 6,609 | 960.67 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8,870 | -1.20 | 453 | -1.31 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 60,554 | -2.57 | 3,089 | -2.62 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 227,156 | 64.91 | 11,589 | 64.83 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 391,722 | 3.60 | 19,986 | 3.54 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 124,506 | -2.72 | 6,352 | -2.77 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 177,234 | 3.52 | 9,042 | 3.46 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 52,482 | -4.38 | 2,678 | -4.43 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 146,921 | 13.03 | 7,496 | 12.96 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 33,350 | 16.73 | 1,702 | 16.67 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 346,876 | 5.12 | 17,698 | 5.06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 344,972 | -1.84 | 17,600 | -1.90 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 773,580 | 3.35 | 39,468 | 3.29 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 8,397 | -2.81 | 428 | -2.95 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 4,400 | -69.54 | 224 | -69.61 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 8,650 | -15.00 | 441 | -15.03 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 293,483 | 85.22 | 14,974 | 85.13 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 14,591 | 1.76 | 744 | 1.78 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1,378,385 | -36.90 | 70,325 | -36.93 | ||||
| 2025-08-05 | 13F | Allstate Corp | 53,629 | 2,736 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 34,277 | 95.01 | 1,749 | 94.87 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 7,506 | -44.13 | 383 | -44.23 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3,907 | 199 | ||||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 500 | 0.00 | 26 | 0.00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1,221,041 | 62 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 54,578 | -3.01 | 2,774 | -3.18 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 44 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14,248 | 1.54 | 727 | 1.40 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 17,635 | -4.89 | 900 | -4.97 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5,335 | 272 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 52,262 | 840.30 | 2,666 | 842.05 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,914 | 0.00 | 98 | 0.00 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 7,438 | -1.35 | 379 | -1.30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 377,295 | -3.34 | 19,250 | -3.40 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,742,513 | -8.81 | 139,923 | -8.86 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 57,607 | -20.54 | 2,939 | -20.57 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 25,793 | -6.47 | 1,316 | -6.54 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 467,331 | 67.59 | 23,843 | 67.50 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 16,250 | 0.00 | 829 | 0.00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 197 | 10 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 68,540 | -5.31 | 3,497 | -5.39 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1,285 | 0.00 | 66 | 0.00 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 9,420 | 0.00 | 481 | 0.00 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 11,086 | 0.26 | 566 | 0.18 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 43,248 | -2.11 | 2,207 | -2.17 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 70,375 | 21.68 | 3,591 | 21.61 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 626,276 | 0.48 | 31,953 | 0.42 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 4,850 | 0.00 | 247 | 0.00 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 460,717 | 1.92 | 23,506 | 1.86 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 77,166 | 5.65 | 3,937 | 5.61 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 37,390 | 1,908 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,119 | 0.00 | 108 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29,494 | -32.00 | 1,505 | -32.07 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 906 | -21.29 | 46 | -20.69 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 13,226 | 33.79 | 675 | 34.00 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 24,277 | 12.24 | 1,239 | 12.14 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 336 | 7.01 | 17 | 6.25 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 4 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 61,914 | -13.92 | 3,159 | -13.97 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 654,191 | 15,997.22 | 33,374 | 16,022.22 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 10,998 | 0.00 | 561 | 0.00 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 5,391 | 0.00 | 275 | 0.73 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 33,375 | 0.00 | 1,703 | -0.06 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 103,553 | 8.97 | 5,285 | 8.95 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2,353 | 0.00 | 120 | 0.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6,486 | 0.00 | 331 | -0.30 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 3,901 | 77.32 | 199 | 77.68 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 37,824 | -2.08 | 1,930 | -2.13 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 7,742 | 0.00 | 395 | -0.25 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 92,055 | -11.00 | 4,697 | -11.06 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 154,827 | 24.59 | 7,899 | 24.53 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 70,250 | -3.33 | 3,584 | -3.03 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 800 | 0.00 | 41 | 0.00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10,167 | -20.24 | 519 | -20.03 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 30,143 | 226.82 | 1,536 | 226.60 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 93,977 | 4,795 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 90,365 | 4.07 | 4,613 | 4.44 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 69,321 | 41.21 | 3,537 | 41.10 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 69,500 | 3,546 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 117,104 | 0.28 | 5,975 | 0.22 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 393 | 0.00 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,638 | 6.96 | 237 | 6.79 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 13,862 | -21.86 | 707 | -21.88 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 28,125 | 7.42 | 1,435 | 7.34 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 97,148 | 18.06 | 4,941 | 18.32 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 138,293 | 6.88 | 7,056 | 6.81 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 5,962 | 304 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 80,667 | -1.62 | 4,110 | -1.37 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 301 | 0.00 | 15 | 0.00 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 111,302 | -62.15 | 5,679 | -62.18 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 15,670 | 0.00 | 798 | -0.13 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 205,374 | -11.60 | 10,478 | -11.65 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 4,343 | 0.00 | 222 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 556,444 | -20.95 | 28 | -20.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 14,608 | 6.38 | 745 | 6.28 | ||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,597 | 0.19 | 183 | 0.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 105,321 | 6.95 | 5,373 | 6.88 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 16,913 | 9.77 | 863 | 9.67 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 5,000 | 255 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 10,664 | 0.00 | 544 | 0.00 | ||||
| 2025-04-08 | 13F | Spartan Planning & Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 19,673 | -15.23 | 1,004 | -15.29 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 31,655 | -10.94 | 1,615 | -10.97 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5,070 | 259 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 110,327 | 75.18 | 5,629 | 75.05 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 70,602 | -56.42 | 3,602 | -56.44 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 135,834 | 3.79 | 6,930 | 3.73 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 38,544 | 340.15 | 1,966 | 339.82 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3,947 | 201 | ||||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 668,097 | 153.33 | 34,086 | 153.18 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 15,250 | -50.93 | 778 | -50.95 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10,279 | 11.49 | 525 | 11.70 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 4,407 | 225 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,075 | 0.00 | 106 | 0.00 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 15,785 | -1.92 | 805 | -1.95 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1,946 | 0.00 | 99 | 0.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 16,532 | -10.55 | 843 | 743.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,612,954 | 1.82 | 235,353 | 1.76 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 4,956 | -78.69 | 253 | -78.77 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 72,084 | -8.60 | 3,678 | -8.67 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 89,466 | 399.22 | 4,565 | 399.34 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 425 | 0.00 | 22 | 0.00 | ||||
| 2025-07-30 | 13F | Canal Insurance CO | 78,000 | 0.00 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 5,925 | 7.73 | 302 | 8.24 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,221,144 | 5.56 | 62,303 | 5.50 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 9,013 | -9.49 | 460 | -9.65 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6,981 | 13.73 | 356 | 13.74 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 45,100 | 122.17 | 2,301 | 122.10 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5,935 | -1.28 | 303 | -1.31 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 36,939 | -6.02 | 1,885 | -6.08 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 4,576 | 233 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 265,710 | -49.39 | 13,554 | -49.43 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 72,770 | 201.70 | 3,713 | 201.54 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 4,263 | -36.02 | 217 | -36.18 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 82,125 | 16.29 | 4,190 | 16.23 | ||||
| 2025-08-14 | 13F | Betterment LLC | 231,854 | -5.41 | 12 | -8.33 | ||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 28,337 | -3.36 | 1,446 | -3.41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 91,513 | 4,669 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 514,361 | 3.23 | 26,243 | 3.17 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13,260 | 0.60 | 677 | 0.60 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 30,112 | -10.67 | 1,537 | -10.38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 582,622 | -3.72 | 29,725 | -3.77 | ||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 464,857 | 1.48 | 23,671 | 1.16 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 464 | 0.00 | 24 | 0.00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 40,188 | 10.64 | 2,050 | 10.57 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 429,690 | -5.12 | 21,923 | -5.17 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 163,673 | 5,002.03 | 3 | -98.16 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 66,261 | 3,381 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,704 | 16.69 | 1,209 | 16.70 | ||||
| 2025-03-31 | NP | TUIFX - Toews Unconstrained Income Fund | 36,400 | -5.21 | 1,859 | -5.10 | ||||
| 2025-08-14 | 13F | Cito Capital Group, LLC | 10,500 | 75.00 | 1 | |||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 764,071 | -98.06 | 38,983 | 4,942.95 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12,597 | 643 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 209 | 0.00 | 11 | 0.00 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 192,592 | -9.89 | 9,799 | -10.18 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 90,920 | 1.23 | 4,639 | 1.18 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,799,613 | -0.72 | 448,956 | -0.78 | ||||
| 2025-07-09 | 13F | Exchange Bank | 4,080 | -7.29 | 208 | -7.14 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4,859 | -48.13 | 248 | -48.33 | ||||
| 2025-04-10 | 13F | Bay Rivers Group | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 113,387 | -5.32 | 5,785 | -5.38 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 98 | 5 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2,008 | 0 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 42,134 | -11.94 | 2,150 | -12.00 | ||||
| 2025-05-01 | 13F | American Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 25,443 | -1.13 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,757 | -48.05 | 90 | -48.26 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 15,705 | 0.00 | 1 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10,021 | 0.21 | 511 | 0.20 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7,247 | -30.69 | 370 | -30.77 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 9,642 | 0.00 | 492 | -0.20 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 5,605 | -1.75 | 286 | -2.06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72,814 | 13.81 | 3,715 | 13.75 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 77,070 | -0.25 | 3,932 | -0.30 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 88 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 203,962 | 7.45 | 10 | 11.11 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 12,675 | -10.55 | 647 | -10.65 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5,039 | -28.25 | 257 | -28.21 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 36,281 | -4.13 | 1,851 | -4.14 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 15 | -86.84 | 1 | -100.00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 14,170 | 33.70 | 723 | 33.46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 841,342 | 20.99 | 42,931 | 20.93 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 10,407 | 531 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,827,837 | -9.37 | 93,256 | -9.42 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 13,447 | 321.80 | 686 | 323.46 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 159,273 | -6.93 | 8,125 | -6.64 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 21,585 | 5.44 | 1,101 | 5.36 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 145,375 | 1.70 | 7,417 | 1.64 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,817 | -15.39 | 246 | -15.52 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 6,925 | 279.04 | 350 | 280.43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 187,981 | 9.70 | 9,591 | 9.64 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 25,995 | -9.82 | 1,326 | -9.55 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 127 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 1,000 | 0.00 | 51 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,485 | 76 | ||||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 103,591 | 5.34 | 5,285 | 5.28 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 61,723 | -14.10 | 3,149 | -14.15 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 94,940 | -29.67 | 4,844 | -29.72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,508,797 | -6.83 | 127,999 | -6.89 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 7,913 | -29.71 | 404 | -29.79 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 1,215,366 | 2.74 | 62,008 | 2.68 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 27,957 | 39.20 | 1,426 | 39.12 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 7,710 | -3.60 | 393 | -4.15 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 107,236 | 5.55 | 5,472 | 5.49 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 25,992 | -6.03 | 1,326 | -6.09 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 30,320 | 18.88 | 1,547 | 19.20 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 66,322 | -2.79 | 3,384 | -2.87 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 20,875 | -21.10 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 193,690 | -24.16 | 9,882 | -24.21 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 262,224 | 13.80 | 13,390 | 14.22 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 11,620 | 0.00 | 593 | -0.17 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kmt Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 146,484 | 7.65 | 7,474 | 7.59 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9,805 | 0 | ||||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 5,000 | 255 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 150,294 | 2.11 | 7,668 | 2.31 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 4,000 | -30.74 | 204 | -30.61 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,926 | 6.95 | 404 | 6.88 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 16,484 | 71.30 | 841 | 71.28 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 64,689 | -12.86 | 3,300 | -12.91 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 13,633 | 696 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4,950 | 0.00 | 253 | 0.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1,356,721 | 1.98 | 69,220 | 1.92 | ||||
| 2025-07-28 | 13F | Toews Corp /adv | 49,228 | 0.62 | 2,512 | 0.56 | ||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 13,177 | -2.76 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 158,066 | -5.07 | 8,065 | -5.13 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 3,200 | 0.00 | 163 | 0.00 | ||||
| 2025-04-25 | 13F | Wealthstar Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 170 | 53.15 | 9 | 60.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,684,973 | 4.37 | 290,047 | 4.31 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 226,944 | -5.75 | 11,579 | -5.81 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,460 | 197.96 | 74 | 196.00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4,852 | -94.98 | 248 | -95.00 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 5,712 | -5.94 | 291 | -6.13 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 28,739 | -70.34 | 1,466 | -70.36 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 347,073 | -23.69 | 17,708 | -23.73 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7,918 | -55.71 | 403 | -55.81 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 423,777 | -6.13 | 21,621 | -6.18 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 44,482 | 0.00 | 2,269 | -0.04 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 120 | 0.00 | 6 | 0.00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 14,548 | -3.41 | 742 | -3.39 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 603 | 0.00 | 31 | 0.00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 9,203 | -4.89 | 470 | -4.87 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 22,304 | 30.64 | 1,138 | 30.54 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 71,140 | -12.69 | 4 | -25.00 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 8,207 | -41.62 | 419 | -41.70 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 56,681 | -93.56 | 2,892 | -93.56 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 869 | -79.83 | 44 | -79.91 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 390 | -17.89 | 20 | -20.83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 522,976 | -13.33 | 27 | -13.33 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 36 | 2 | ||||||
| 2025-08-26 | NP | PSFRX - Virtus Newfleet Senior Floating Rate Fund Class A | 22,500 | 17.43 | 1,148 | 17.28 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 54,712 | 0.47 | 2,780 | 0.00 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 7,141 | 0.00 | 364 | 0.00 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 5,476 | 0.00 | 279 | 0.00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 118,331 | 2.37 | 6,037 | 2.32 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 4,252 | 0.00 | 217 | -0.46 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 4,337 | 0.00 | 221 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50,880 | 2,596 | ||||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 11,141 | -4.91 | 568 | -5.02 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 164,134 | -29.12 | 8,374 | -29.16 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -142 | -33.95 | -7 | -30.00 | |||
| 2025-08-12 | 13F | Archer Investment Corp | 1,441 | -20.34 | 74 | -20.65 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,076,260 | 0.55 | 156,951 | 0.49 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 4,680 | 0.00 | 239 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 12,299 | -18.78 | 628 | -18.78 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4,150 | -6.74 | 212 | -7.05 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 22,556 | -27.49 | 1,151 | -27.54 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16,440 | 1 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 341,412 | 8.66 | 17,419 | 8.59 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 27,218 | -76.01 | 1,389 | -76.03 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 32,927 | 1,680 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9,326 | -10.29 | 476 | -10.38 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18,487 | -26.23 | 943 | -26.27 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 33,866 | 80.91 | 1,728 | 80.84 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 21,000 | 0.00 | 1,071 | -0.09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8,042 | 0.00 | 410 | 0.00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4,330 | 1.19 | 221 | 0.92 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9,353 | 0.66 | 477 | 0.63 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 6,954 | -22.41 | 355 | -22.54 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,209,096 | 10.84 | 163,728 | 10.77 | ||||
| 2025-08-12 | 13F | Barings Llc | 780,000 | 0.00 | 39,796 | -0.06 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 989 | -7.57 | 50 | -7.41 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 142,622 | -2.50 | 7,277 | -2.56 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 4,848 | -3.52 | ||||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 64,827 | 2.07 | 3,307 | 2.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4,676 | 3.36 | 239 | 3.48 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12,732 | 650 | ||||||
| 2025-07-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 22,383 | -40.48 | 1,141 | -40.66 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 9,437 | 36.24 | 481 | 36.65 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 15,788 | 0.00 | 806 | 0.00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 23 | -94.61 | 1 | -95.24 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 13,979 | -0.38 | 711 | -0.70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,959,410 | -10.47 | 99,770 | -10.70 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 65,692 | 6.11 | 3,352 | 6.04 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 18,786 | 958 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 400 | 0.00 | 20 | 0.00 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 9,299 | 30.40 | 474 | 30.22 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8,792 | -34.85 | 449 | -34.88 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 4,302 | 1.30 | 219 | 1.39 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 7,430 | 0.00 | 379 | 0.00 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 83,986 | -1.85 | 4,287 | -1.52 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 136,197 | 13.72 | 6,949 | 13.64 | ||||
| 2025-07-16 | 13F | Novem Group | 10,527 | 3.39 | 537 | 3.47 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 277,120 | -16.27 | 14,139 | -16.32 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 4,891 | 6.79 | 250 | 6.87 | ||||
| 2025-05-09 | 13F | Haverford Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 13,988 | 1.25 | 714 | 1.13 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 66 | 3 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 303,840 | -11.80 | 15,502 | -11.86 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 2,655,067 | 4.97 | 135,462 | 4.91 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -85 | -48.48 | -4 | -50.00 | |||
| 2025-07-25 | 13F | Natural Investments, Llc | 10,493 | 0.05 | 1 | |||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 183 | -99.51 | 9 | -99.53 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 31,140 | -0.63 | 1,587 | -0.19 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 5,564 | -3.64 | 284 | -3.74 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 61 | 3 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 54,699 | 14.94 | 2,791 | 14.86 | ||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 3,960 | -37.74 | 202 | -37.65 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 40 | 2.56 | 2 | 100.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 15,670 | -9.88 | 799 | -9.92 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 146,908 | 9.21 | 7,495 | 9.15 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 81,084 | -50.24 | 4,137 | -50.27 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 4,066 | 207 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 67,419 | 3,440 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 500 | 0.00 | 25 | 0.00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 23,601 | -0.67 | 1,204 | -0.66 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 504,762 | -4.44 | 25,753 | -4.50 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 145,409 | 22.47 | 7,419 | 22.39 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 878 | 6.17 | 45 | 4.76 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 248,416 | 4.47 | 12,674 | 4.41 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 60,300 | 3,077 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 40,339 | 226.05 | 2 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3,939 | 71.11 | 201 | 70.94 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 102,031 | -15.75 | 5,206 | -14.56 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 14,893 | 0.59 | 760 | 0.53 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 147,458 | -2.62 | 7,523 | -2.68 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 15,570 | 794 | ||||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 22,687 | 45.61 | 1,157 | 45.53 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13,154 | -3.80 | 671 | -3.73 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 504,956 | 435.23 | 25,763 | 434.93 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 4,473 | -1.54 | 228 | -1.30 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6,938 | -46.54 | 354 | -46.68 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 47,553 | 2.33 | 2,426 | 2.28 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 32,496 | 1,658 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 495 | 0.81 | 25 | 0.00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 25,690 | 8.39 | 1,312 | 8.52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,300 | 20.57 | 168 | 20.86 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 128,754 | 2.80 | 6,569 | 4.55 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 25,862 | 12.94 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8,716 | -39.05 | 445 | -39.18 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 167,485 | 4.88 | 8,569 | 5.12 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 160,979 | -1.36 | 8,213 | -1.42 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 63 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 34,399 | -0.22 | 1,755 | -0.23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24,991 | -17.01 | 1,275 | -17.05 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11,219 | -2.82 | 572 | -2.89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29,584 | -3.05 | 1,505 | -3.34 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 51,904 | 18.24 | 2,648 | 18.21 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 44,335 | -22.77 | 2,262 | -22.83 | ||||
| 2025-08-18 | 13F | Cunning Capital Partners, LP | 43,000 | -14.00 | 2 | 0.00 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 11,808 | -3.41 | 602 | -3.53 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11,841 | 32.61 | 604 | 32.75 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 53,696 | 0.99 | 2,740 | 0.92 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 14,919 | -4.52 | 761 | -4.52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 98 | 0.00 | 5 | -20.00 |
