Mga Batayang Estadistika
| Pemilik Institusional | 672 total, 672 long only, 0 short only, 0 long/short - change of 8.20% MRQ |
| Alokasi Portofolio Rata-rata | 0.6714 % - change of -4.66% MRQ |
| Saham Institusional (Jangka Panjang) | 314,592,413 (ex 13D/G) - change of 18.35MM shares 6.19% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 12,342,357 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Schwab Strategic Trust - Schwab Fundamental International Equity ETF (US:FNDF) memiliki 672 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 314,592,413 saham. Pemegang saham terbesar meliputi Charles Schwab Investment Management Inc, Wealth Enhancement Advisory Services, Llc, Regions Financial Corp, Auto-Owners Insurance Co, Bank Of America Corp /de/, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Morgan Stanley, CI Private Wealth, LLC, and Victory Capital Management Inc .
Struktur kepemilikan institusional Schwab Strategic Trust - Schwab Fundamental International Equity ETF (ARCA:FNDF) 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 42.20 / share. Previously, on September 6, 2024, the share price was 35.70 / share. This represents an increase of 18.21% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 17,966 | 94.99 | 719 | 116.27 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 43,676 | 432.12 | 1,761 | 494.59 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 82,694 | -5.52 | 3,309 | 4.62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,107,947 | 56.96 | 84,360 | 73.81 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 25,030 | 0.00 | 1,002 | 10.73 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5,178 | -23.54 | 207 | -15.16 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 5,171 | 207 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,719 | 0.00 | 69 | 9.68 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 177,885 | -9.97 | 7,119 | -0.31 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 102 | 4 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 146,664,554 | -1.58 | 5,869,515 | 8.98 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 14,850 | -0.46 | 594 | 10.20 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1,433,071 | 3.11 | 57,352 | 14.17 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9,904 | 0.00 | 396 | 10.92 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 309 | -26.78 | 12 | -20.00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 233 | 9 | ||||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 52,437 | 0.00 | 2,099 | 6.44 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 17,199 | -6.32 | 688 | 3.77 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,791 | 0.00 | 72 | 10.94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9,126 | 12.38 | 365 | 24.57 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 157,395 | 4.87 | 6,299 | 16.13 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,322 | 5.02 | 93 | 15.00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 32,826 | 117.03 | 1,314 | 140.48 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 413,613 | 3.94 | 16,553 | 15.10 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,104 | 0.00 | 44 | 12.82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28,835 | -29.04 | 1,154 | -21.46 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 15,101 | -18.95 | 604 | -10.25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 639,290 | 8.77 | 25,584 | 20.45 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 11,150 | 0.00 | 446 | 10.95 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2,230 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 319 | 8.14 | 13 | 20.00 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 7,407 | 0.00 | 296 | 10.86 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 83,045 | -9.80 | 3,323 | -0.12 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12,895 | 12.42 | 516 | 24.64 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 3,329 | 0.00 | 133 | 10.83 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 51,144 | 0.49 | 2,047 | 11.26 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 9,911 | 396 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 9,983 | -2.23 | 400 | 8.13 | ||||
| 2025-08-14 | 13F | Betterment LLC | 44,439 | 7.00 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 725 | 0.00 | 29 | 11.54 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,167 | -14.19 | 47 | -6.12 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23,873 | 955 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 14,087 | -23.49 | 564 | -15.34 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JB Capital LLC | 48,002 | 159.85 | 1,921 | 188.01 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29,367 | 10.31 | 1,175 | 22.14 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 | -98.44 | 111 | 378.26 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 57,698 | -12.34 | 2,309 | -2.90 | ||||
| 2025-05-08 | 13F | Goodman Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 924,623 | 19.87 | 37,003 | 32.74 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 90,096 | 112.59 | 3,606 | 135.47 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 649,746 | -4.57 | 26,003 | 5.67 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 12,301 | 492 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 714,150 | 4.36 | 29 | 16.67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 99,351 | 15.91 | 3,976 | 28.38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 70,297 | 11.87 | 2,813 | 23.92 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 28,674 | -8.49 | 1,142 | 0.88 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9,534 | 64.29 | 382 | 82.30 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 6,133 | 0.18 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 500 | 0 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 13,204 | 528 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40,167 | 42.21 | 1,607 | 57.55 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 44,330 | 10.43 | 1,774 | 22.34 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Balentine LLC | 26,011 | 463.50 | 1,041 | 526.51 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15,993 | 0.07 | 640 | 10.92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1,330,407 | 1.43 | 53,243 | 12.32 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 29,956 | 126.03 | 1,199 | 150.63 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 664,051 | 5.26 | 26,575 | 16.57 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 152 | 0.00 | 6 | 20.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,002,416 | 2.66 | 40,117 | 13.68 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 78,704 | -4.12 | 3,150 | 6.17 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 168,573 | 5.89 | 6,746 | 17.26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 4,440 | 0.00 | 178 | 10.63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,044,759 | -28.22 | 41,749 | -20.66 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 323 | 0.00 | 13 | 9.09 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 13,666 | 4.83 | 547 | 15.92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 132,579 | 10.06 | 5,306 | 21.87 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 185 | 7 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,955,383 | 21.58 | 238,334 | 34.63 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 6,214 | 0.00 | 249 | 10.71 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 52,894 | -3.89 | 2,124 | 6.52 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,134 | 31.71 | 45 | 45.16 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 6,545 | -0.15 | 262 | 10.59 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 188,872 | 9.67 | 7,559 | 21.45 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6,518 | -27.02 | 261 | -19.25 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 14,226 | -4.40 | 569 | 5.96 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 56,387 | 1.31 | 2,257 | 12.18 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 829 | 33 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 10,121 | 0.00 | 395 | 8.84 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 970,867 | -3.36 | 38,854 | 7.02 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,621 | 96.25 | 65 | 120.69 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 11,615 | 0.00 | 465 | 10.74 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 56,750 | 44.70 | 2,271 | 60.27 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13,027 | 521 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 1,571 | 0.00 | 63 | 10.71 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 187,136 | 10.34 | 7,489 | 22.19 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 38,355 | -7.78 | 1,535 | 2.06 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 29,086 | -1.09 | 1,164 | 9.60 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 6,422 | 0.00 | 257 | 10.78 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 48,023 | -1.38 | 1,922 | 9.21 | ||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 247,287 | -3.19 | 9,896 | 7.20 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 8,915 | 5.30 | 363 | 17.53 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 16,654 | 0.00 | 666 | 10.82 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 133,887 | 41.95 | 5,358 | 55.98 | ||||
| 2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 184,651 | 0.84 | 7,390 | 11.67 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 60,799 | -0.34 | 2,433 | 10.39 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23,993 | 0.50 | 960 | 11.37 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10,628 | -2.76 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 11,000 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 421 | 0.00 | 17 | 6.67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 68,384 | 111.02 | 2,735 | 131.50 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5,020 | 201 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 5,208 | 208 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,388 | 256 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,593 | 224 | ||||||
| 2025-07-07 | 13F | Trust Co | 1,141,979 | 0.18 | 45,702 | 10.93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,453 | -3.20 | 138 | 7.81 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 19,411 | 0.19 | 777 | 10.86 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 27,032 | 4.22 | 1,082 | 15.37 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 33,753 | 0.00 | 1,351 | 10.75 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 283,772 | -2.75 | 11,357 | 7.68 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 560 | 0.00 | 22 | 10.00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 195,181 | 125.24 | 7,811 | 149.47 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,585 | 11.36 | 424 | 23.32 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 34,808 | -0.09 | 1,393 | 10.64 | ||||
| 2025-08-12 | 13F | Ade, Llc | 6,653 | -8.99 | 266 | 0.76 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 28,096 | 13.22 | 1,124 | 25.45 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 3,652 | 0.00 | 146 | 11.45 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 758,098 | 8.69 | 30,339 | 20.36 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,234 | -10.28 | 91 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 331,986 | 0.85 | 13,286 | 11.68 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 4,289,070 | -25.86 | 171,649 | -17.90 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 142,219 | -2.16 | 5,692 | 8.34 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 768,864 | 294.82 | 30,770 | 337.25 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7,227 | -11.14 | 289 | -1.37 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 354 | 0.57 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 342 | 0.00 | 0 | |||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 91,560 | 26.62 | 3,664 | 40.22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9,209 | 35.39 | 369 | 50.20 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 973,554 | 9.56 | 38,962 | 21.33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 76,242 | 75.86 | 3 | 200.00 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 13,114 | 2.63 | 525 | 13.67 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 51,987 | -0.83 | 2,081 | 9.82 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 44,348 | -2.06 | 1,775 | 8.44 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 630,320 | 4.59 | 25,225 | 15.82 | ||||
| 2025-05-15 | 13F | Glenview Trust Co | 7,720 | 0.00 | 256 | 0.00 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 17,407 | 42.94 | 697 | 58.18 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 13,710 | -77.60 | 549 | -75.21 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 245,635 | 0.08 | 9,830 | 10.82 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 253,445 | 0.11 | 10,143 | 10.85 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 22,599 | 8.65 | 904 | 20.37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 634,967 | 38.16 | 25,411 | 53.00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6,724 | -3.28 | 269 | 7.17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 296,933 | -15.89 | 11,884 | -6.86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43,096 | 20.71 | 1,725 | 33.64 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 983,420 | 12.63 | 39,356 | 24.72 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 8,000 | 0.00 | 320 | 10.73 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9,089 | -5.00 | 364 | 5.22 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 16,786 | 12.85 | 672 | 25.14 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 89,600 | 35.38 | 3,586 | 49.94 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6,520 | 261 | ||||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 82,341 | -4.69 | 3,295 | 5.54 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 393,841 | -1.69 | 15,762 | 8.87 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 298 | 0.00 | 12 | 10.00 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 13,992 | 1.54 | 560 | 12.47 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 12,201 | 0.00 | 488 | 10.91 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 26,602 | -1.69 | 1,065 | 8.90 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 421,442 | -21.60 | 16,866 | -13.18 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 776,731 | -1.25 | 31,085 | 9.35 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,611,073 | 320.39 | 104,495 | 365.54 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 88,152 | 7.46 | 3,528 | 18.99 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 541 | 0.56 | 22 | 10.53 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 7,212 | -38.13 | 289 | -31.59 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 15,589 | 0.00 | 624 | 10.66 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59,313 | -8.53 | 2,374 | 5.80 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 20,932 | 1.75 | 838 | 12.65 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 486,031 | -23.14 | 19,451 | -14.89 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 22 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 76,772 | 12.64 | 3,072 | 24.73 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6,354 | 254 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 178,799 | 56.42 | 7,156 | 73.20 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 18,541 | -9.93 | 742 | -0.13 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 79,819 | -3.35 | 3,194 | 7.04 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 728 | 29 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 7,640 | -1.86 | 306 | 8.54 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 248,098 | 5.02 | 9,929 | 16.29 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 39,882 | -5.21 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 361 | 0.00 | 14 | 7.69 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46,843 | -0.30 | 1,875 | 10.37 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 74,249 | 6.47 | 2,971 | 17.90 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 130,488 | -0.56 | 5,222 | 10.12 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 14,836 | 12.32 | 1 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 54,861 | -0.10 | 2,196 | 10.64 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,436,472 | -2.10 | 57,488 | 8.41 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 156,328 | 37.82 | 6,256 | 52.62 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 323,583 | 12.03 | 12,950 | 24.06 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1,828,746 | -0.94 | 66,091 | 7.79 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5,659 | 226 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,398,508 | 27.92 | 55,968 | 41.66 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8,521 | 21.83 | 350 | 38.89 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,710,588 | 28,780.43 | 68,458 | 31,889.25 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 632 | 0.00 | 25 | 13.64 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 62,059 | 2,484 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2,085 | 83 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 66,228 | 30.03 | 2,650 | 42.78 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 37,438 | 18.86 | 1,498 | 31.63 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,216 | 209 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 15,525 | 621 | ||||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 22,258 | 0.00 | 891 | 10.70 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 113,386 | -18.68 | 3,766 | -25.27 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 94,731 | 0.00 | 3,791 | 10.75 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 5,372 | -6.57 | 215 | 3.38 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 66 | 127.59 | 3 | 100.00 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 37,466 | 0.05 | 1,499 | 10.79 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 304,703 | -5.06 | 12,194 | 5.14 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 14,580 | -15.06 | 583 | -5.97 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 685,486 | 2.89 | 27,433 | 13.94 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 61,135 | 18.58 | 2,447 | 31.29 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 30,010 | -23.54 | 1,201 | -15.30 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 198,224 | -12.20 | 7,933 | -2.77 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 54,106 | -13.58 | 2,165 | -4.29 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 5,908 | 0.54 | 236 | 11.32 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 29,468 | 60.11 | 1 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 49,687 | 13.31 | 1,988 | 25.51 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 119,162 | -7.00 | 4,769 | 2.98 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 47,785 | -10.70 | 1,912 | -1.09 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11,170 | 0.00 | 447 | 10.92 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 205,809 | -24.19 | 8,236 | -16.05 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 17,516 | 0.00 | 701 | 10.58 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9,780 | 394 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2,524 | 120.24 | 101 | 143.90 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 155,323 | -32.13 | 6,216 | -24.84 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 6,186 | 0.00 | 248 | 10.76 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 239,208 | 17.65 | 9,573 | 30.28 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 167,606 | -16.39 | 6,708 | -7.43 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 784,307 | 5.44 | 31,388 | 16.76 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 63 | 3 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 149,687 | -1.63 | 6,062 | 11.62 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 15,874 | 0.00 | 635 | 10.82 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 164,758 | -1.39 | 6,594 | 9.19 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 21,140 | -7.73 | 846 | 2.17 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25,000 | 13.12 | 1,000 | 25.31 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 34,900 | 0.15 | 1,261 | 8.99 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 15,161 | 607 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 74,069 | 15.47 | 2,964 | 27.87 | ||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 19,207 | -0.97 | 769 | 9.71 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 90,651 | 110.37 | 4 | 200.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 110,347 | 4.13 | 4,416 | 15.33 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 555 | 0 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3,160 | 0.38 | 126 | 11.50 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 21,494 | 13.74 | 860 | 26.10 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 8,435 | -42.50 | 338 | -36.42 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 132,587 | 11.95 | 5,306 | 23.97 | ||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 1,557 | 0.00 | 62 | 10.71 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Moller Financial Services | 405,639 | 1.72 | 16,234 | 12.64 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 56,686 | 2.21 | 2,269 | 13.17 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 6,574 | 0.52 | 263 | 11.44 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 266 | 11 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11,216 | 0.09 | 449 | 10.89 | ||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 22,206 | -4.35 | 889 | 5.84 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 34,596 | 4.64 | 1,385 | 15.91 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 9,144 | 24.44 | 366 | 37.74 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 21,783 | -9.86 | 872 | -0.23 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 72,714 | -9.01 | 2,910 | 0.76 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 50 | 0.00 | 2 | 100.00 | ||||
| 2025-04-22 | 13F | Register Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 144,959 | 20.71 | 5,801 | 33.66 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 6,021 | 0.00 | 241 | 10.60 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 7,833 | 1.28 | 313 | 12.19 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 9,035 | -4.19 | 362 | 6.18 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 90,998 | 106.13 | 3,642 | 128.28 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 9,088 | 0.00 | 368 | 16.46 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 33,162 | 0.37 | 1,327 | 11.14 | ||||
| 2025-06-03 | 13F | Invst, LLC | 7,873 | 285 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 12,789 | -10.98 | 512 | -1.54 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 107,550 | 163.28 | 4,304 | 191.60 | ||||
| 2025-05-14 | 13F | JustInvest LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,429 | -33.63 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,746 | 0.00 | 70 | 9.52 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 78,032 | 197.11 | 3,123 | 228.98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,018 | -45.58 | 321 | -34.56 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 26,476 | -23.32 | 1,060 | -15.08 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5,714 | 545.65 | 229 | 635.48 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 71,441 | 4.51 | 2,893 | 17.13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 179,350 | 34.59 | 7,178 | 49.02 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 9,874 | -21.64 | 395 | -13.19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,504 | -22.02 | 220 | -15.38 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 128,459 | 1.06 | 5,141 | 11.91 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10,893 | 5.19 | 436 | 16.31 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 46,912 | -44.24 | 1,877 | -38.26 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 8,189 | -3.83 | 328 | 6.51 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7,272 | 291 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 4,040 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 110,576 | 3.91 | 4,425 | 15.08 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1,786 | 0.00 | 71 | 10.94 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10,735 | 238.64 | 430 | 276.32 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 200,476 | 0.52 | 8,023 | 11.32 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 44,833 | 29.98 | 1,794 | 56.68 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 16,452 | -2.52 | 658 | 8.05 | ||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 39,711 | -7.63 | 1,589 | 2.32 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 6,364 | 0.44 | 255 | 10.92 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 352 | 0.00 | 14 | 16.67 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 158,961 | 6,362 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 11,260 | 10.61 | 451 | 22.62 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 86,595 | 7.00 | 3,466 | 18.50 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 684,534 | 2.17 | 27,395 | 13.14 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 94,604 | 40.38 | 3,786 | 55.48 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 955 | 0.10 | 38 | 11.76 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 80,658 | 8.69 | 3,228 | 20.32 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 71,097 | 5.72 | 2,975 | 18.29 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7,501 | 0.00 | 300 | 10.70 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 5,455 | 0.00 | 218 | 10.66 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 37,900 | -5.96 | 1,517 | 4.12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33,861 | 4.67 | 1,355 | 16.41 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,600 | 224 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1,350,189 | -5.49 | 54,035 | 4.66 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 202,538 | 54.06 | 8,106 | 85.64 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 16,159 | -0.79 | 647 | 9.86 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 17,742 | -1.85 | 710 | 8.73 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 86,123 | 3,447 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12,670 | 1.85 | 1 | |||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 2,312 | 18.26 | 93 | 31.43 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 234,137 | 107.53 | 9,370 | 150.13 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 11 | 0 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 11,461 | 459 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16,921,668 | 4.73 | 685,328 | 17.36 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 504,303 | -0.67 | 20,182 | 10.00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 9,059 | 8.63 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 19,420 | 11.09 | 777 | 23.14 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 48,503 | 5.70 | 1,941 | 17.07 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 7,539 | 0.00 | 302 | 10.66 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 296 | 12 | ||||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 14,968 | 0.00 | 599 | 10.93 | ||||
| 2025-07-29 | 13F | Creekside Partners | 32,994 | 0.05 | 1,320 | 10.83 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6,876 | 275 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 112 | 4 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,153 | 46 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 43,645 | 0.00 | 1,747 | 10.72 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 273,923 | 26.35 | 10,962 | 39.91 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,185 | 0.00 | 47 | 11.90 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12,346 | 361 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 21,948 | 828 | ||||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 356 | -0.28 | 14 | 16.67 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 99,402 | 9.63 | 3,978 | 21.43 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 681,707 | 0.68 | 27,282 | 11.49 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 804,228 | -1.39 | 32 | 10.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,929,210 | 4.38 | 237,287 | 15.59 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 210,182 | 1.46 | 8,411 | 12.34 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 321 | 0.00 | 13 | 9.09 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5,730 | 0.00 | 237 | 13.46 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 403,599 | -0.22 | 16,152 | 10.49 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,478 | 379 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21,747 | -33.81 | 870 | -26.71 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10,049 | -29.06 | 402 | -21.33 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 11,929 | 2.08 | 477 | 13.03 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 441,260 | 5.79 | 17,659 | 17.16 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 64,024 | 2.82 | 2,562 | 13.87 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12,987 | 6.38 | 520 | 17.69 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10,829 | -7.19 | 433 | 2.85 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,121 | 45 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 102 | 4 | -94.34 | |||||
| 2025-07-31 | 13F | DDD Partners, LLC | 30,166 | 1.83 | 1,207 | 12.80 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 224,165 | -0.40 | 8,971 | 10.29 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 755 | 0.00 | 30 | 11.11 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 233,710 | -0.48 | 9,353 | 10.20 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 371 | 0.00 | 15 | 7.69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,586 | -11.53 | 224 | -2.19 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15,819 | 633 | ||||||
| 2025-07-11 | 13F | Bell Bank | 7,111 | 0.00 | 285 | 10.94 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 36,929 | 293.78 | 1,478 | 336.98 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12,834 | -2.43 | 514 | 8.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32,768 | -8.73 | 1,312 | 1.16 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 193,918 | 23.05 | 7,761 | 36.26 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 130 | 5 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 327 | 13 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1,303 | 0.46 | 52 | 13.04 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 55,006 | 105.20 | 2,201 | 127.38 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 32,536 | 0.01 | 1,302 | 10.81 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 6,829 | 279 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 2 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 7,933 | 5.55 | 317 | 16.97 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 7 | 0.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 21,125 | -3.33 | 845 | 7.10 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 113,350 | -1.33 | 4,536 | 9.27 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 5,600 | 224 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 941 | 0.00 | 38 | 8.82 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 510,193 | -3.40 | 20,418 | 6.97 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4,072 | 0.00 | 163 | 10.20 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 45,111 | 1,805 | ||||||
| 2025-07-17 | 13F | First County Bank /CT/ | 24,277 | 0.00 | 972 | 10.72 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 46,674 | -1.48 | 1,868 | 9.05 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 101,382 | 24.45 | 4,057 | 49.98 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 30,335 | 104.07 | 1,214 | 126.07 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 5,427 | -6.94 | 217 | 3.33 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11,060 | 0.67 | 443 | 11.34 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 178,180 | 7.25 | 7,131 | 18.77 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 7,593 | 0.53 | 304 | 11.40 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 18,278 | 731 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 15,781 | 11.23 | 632 | 23.24 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 25,153 | -7.00 | 881 | -8.52 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 1,049,211 | -22.52 | 41,989 | -6.64 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11,096 | 184.29 | 444 | 214.89 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6,052,588 | 0.89 | 242,225 | 11.72 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1,796 | 0.00 | 72 | 10.94 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 2,800 | 0.00 | 112 | 10.89 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 376,251 | -1.25 | 15,058 | 9.35 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 5,274 | 211 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 722 | 0.00 | 29 | 7.69 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 849,185 | -0.66 | 33,984 | 10.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32,047 | 9.67 | 1,283 | 21.40 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 43,982 | -16.41 | 1,760 | -7.42 | ||||
| 2025-07-24 | 13F | Eastern Bank | 123 | 5 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 83 | 3 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23,117 | 7.75 | 925 | 19.35 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7,715 | 309 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 105,942 | -3.72 | 4,240 | 6.61 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 10,980 | 0.00 | 439 | 10.86 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,857 | 354 | ||||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 888,264 | -14.64 | 35,548 | -5.47 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 23,132 | -2.05 | 926 | 8.44 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 5,188 | 208 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 856,676 | 34,284 | ||||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 48,544 | -1.01 | 1,943 | 9.59 | ||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 218,064 | 161.35 | 8,727 | 189.42 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 264,302 | 1.65 | 10,577 | 12.56 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 103 | 4 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7,445 | 78.84 | 298 | 98.00 | ||||
| 2025-05-15 | 13F | Marquette Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 46,154 | 13.75 | 1,847 | 25.99 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 339,194 | -2.67 | 13,575 | 7.77 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 401 | 16 | ||||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,380 | 9.76 | 295 | 21.40 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5,129 | 205 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 317 | 0.00 | 13 | 9.09 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 762 | 0.00 | 30 | 11.11 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 181 | 0.56 | 7 | 16.67 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5,505 | 0.00 | 220 | 11.11 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 12,807 | -1.82 | 513 | 8.70 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1,339 | 0.00 | 54 | 10.42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12,843 | -0.23 | 514 | 10.32 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16,906 | -10.37 | 677 | 11.18 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 5,873 | -13.77 | 235 | -4.47 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 5,290 | 212 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 55,847 | -1.45 | 2,235 | 9.08 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 494 | 0.00 | 20 | 18.75 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | FSM Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 17,742 | -1.36 | 710 | 9.23 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 35,698 | 0.00 | 1,429 | 10.70 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 8,673 | 347 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7,451 | -0.94 | 298 | 9.96 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 219,651 | 0.03 | 8,790 | 10.78 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 46,970 | -4.54 | 1,880 | 5.68 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1,510 | 0.00 | 60 | 11.11 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 24,230 | 0.00 | 970 | 10.74 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 32,300 | 83.92 | 1,292 | 103.79 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 855,170 | 10.15 | 34,224 | 21.97 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6,791 | 0.00 | 272 | 10.61 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 602 | 0.50 | 24 | 14.29 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 23,351 | 0.90 | 934 | 11.72 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 66,834 | 9.86 | 2,675 | 21.66 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,245 | -0.16 | 341 | 11.48 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 230 | 9 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 127,324 | 20.81 | 5,096 | 33.80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,935,287 | 7.06 | 277,550 | 18.56 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 368 | 0.00 | 15 | 7.69 | ||||
| 2025-07-16 | 13F | American National Bank | 1,046 | -8.57 | 42 | 0.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 661 | 26 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5,658 | 228 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 9,708,841 | -14.52 | 388,548 | -5.34 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 8,434 | -1.92 | 338 | 8.71 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 7,659 | 306 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 28,140 | -20.94 | 1,126 | -12.44 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 14 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,077 | 0.00 | 43 | 13.16 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 31,370 | -18.14 | 1,250 | -9.75 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,114 | -94.36 | 45 | -93.84 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7,199 | 288 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 45,989 | -0.33 | 1,840 | 10.38 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 363,316 | -0.24 | 14,540 | 10.47 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 28,615 | 39.50 | 1,145 | 54.52 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 405,542 | 4.61 | 16,230 | 15.85 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,471 | -62.58 | 59 | -59.15 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,011 | -49.26 | 80 | -44.06 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,203,830 | 81.40 | 208,257 | 100.88 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 696 | 0.00 | 28 | 8.00 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 24,845 | -8.73 | 994 | 1.12 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 81,879 | -2.60 | 3,277 | 7.83 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 11,687 | 56.33 | 468 | 72.96 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 18,507 | 1.34 | 741 | 12.29 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 1,379 | -1.57 | 55 | 10.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,698,488 | 1,798.71 | 107,993 | 2,002.67 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 146,960 | -3.72 | 5,873 | 6.32 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 99,633 | 4 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 433,047 | 4,932.50 | 17,331 | 5,472.35 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 23,323 | 4.55 | 1 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20,461 | 18.59 | 819 | 43.01 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1,428,631 | -4.84 | 51,631 | 3.55 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 24,766 | 991 | ||||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 7,985 | 1.67 | 320 | 12.72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,218,104 | 28.12 | 88,769 | 41.87 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31,565 | 11.06 | 1,263 | 22.98 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7,203 | 17.14 | 288 | 29.73 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 98 | 4 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 31,094 | 1,244 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 10,907 | 0.00 | 436 | 10.66 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 11,627 | -6.99 | 465 | 3.10 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 280,358 | -9.76 | 11,220 | -0.08 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 17,789 | 169.04 | 712 | 198.74 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1,158,849 | -22.47 | 46,377 | -14.14 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 168 | 0.00 | 7 | 0.00 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 269,770 | 0.35 | 10,958 | 10.44 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 107,093 | 7.45 | 4,286 | 18.99 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 5,164 | 207 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5,309 | -12.98 | 212 | 4.95 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 20,977 | 26.90 | 839 | 40.54 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 27,091 | 155.07 | 1,084 | 183.03 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 2,522,946 | -2.44 | 101 | 7.53 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 138,477 | 2,280.15 | 5,542 | 2,538.57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 16,936 | 43.27 | 1 | |||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 19,815 | 0.89 | 821 | 15.80 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 11,612 | 0.00 | 465 | 10.74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 529,291 | 26.20 | 21,182 | 39.75 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 213 | 0.00 | 9 | 14.29 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 309,884 | 1.87 | 12,402 | 12.81 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 6,496 | 260 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9,267 | 3.75 | 371 | 14.91 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28,670 | 116.12 | 1,147 | 139.46 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7,524 | 301 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6,485 | -2.61 | 270 | 8.00 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 13,085 | 524 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 10,782 | 0.49 | 431 | 11.37 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 33,352 | 0.07 | 1,335 | 10.80 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 47,428 | 1,898 | ||||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 367,541 | -0.22 | 14,709 | 10.50 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 5,230 | 209 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4,046 | 162 | ||||||
| 2025-07-16 | 13F | Novem Group | 79,634 | -4.35 | 3,187 | 5.92 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 506,488 | 25.58 | 20,270 | 39.07 | ||||
| 2025-05-02 | 13F | Fortress Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 130,632 | -1.51 | 5,228 | 9.05 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 717,456 | -13.52 | 27,995 | -5.02 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7,591 | 304 | ||||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 66,398 | 6.65 | 2,657 | 18.09 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 364,328 | 26.14 | 15 | 40.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 814 | 33 | ||||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 646 | 26 | ||||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 49,128 | -39.27 | 1,966 | -32.74 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 19,571 | 0.00 | 783 | 10.75 | ||||
| 2025-07-15 | 13F | Maseco Llp | 23,486 | 940 | ||||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 158,521 | -0.91 | 6,344 | 9.72 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 7,451 | 298 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 24,799 | 263.94 | 992 | 303.25 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 536,476 | -2.92 | 21 | 10.53 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 784,531 | 2.56 | 31,397 | 13.57 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 480,682 | 3.16 | 19,237 | 13.27 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1,544 | 0 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1,302 | 985.00 | 52 | 1,200.00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6,599 | -5.21 | 264 | 5.18 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 5,216 | 209 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 584,198 | -4.47 | 23,380 | 5.79 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14,945 | 23.05 | 598 | 36.53 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 323 | 0.00 | 13 | 9.09 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 5,670 | -0.94 | 227 | 9.71 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 47 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 35,034 | 0.11 | 1,402 | 10.92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 476,609 | 2.80 | 19,074 | 13.83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27,544 | 12.24 | 1,102 | 24.38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 404,410 | 94.89 | 16,185 | 115.82 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,803,273 | -21.29 | 112,175 | -12.85 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 5,617 | 203 | ||||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 905 | 0.00 | 36 | 12.50 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24,231 | 14.77 | 970 | 27.17 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 147,988 | 1,254.09 | 5,922 | 1,403.05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 29,411 | 12.98 | 1,177 | 25.21 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 11,228 | 9.16 | 449 | 21.02 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 554,053 | -1.00 | 22,173 | 9.64 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 6,204 | -17.38 | 248 | -8.49 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 7,013 | -2.96 | 281 | 7.28 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 36,919 | 2.37 | 1,477 | 13.35 | ||||
| 2025-04-15 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Verde Capital Management | 851,907 | 4.49 | 34,093 | 15.71 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1,046,624 | 1.36 | 41,886 | 12.24 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 6,667 | 267 | ||||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 5,073 | 203 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 139,572 | -0.89 | 6 | 0.00 | ||||
| 2025-08-01 | 13F | Motco | 6,095 | 244 | ||||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 42,196 | 15.09 | 1,689 | 27.49 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,775 | -13.33 | 71 | -4.05 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 19,036 | 0.00 | 762 | 10.77 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 98,454 | 0.96 | 3,940 | 11.80 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 140,529 | -40.79 | 5,483 | -34.97 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 268 | 0.37 | 11 | 11.11 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,596 | 24.20 | 64 | 36.96 | ||||
| 2025-08-12 | 13F | Bokf, Na | 12,600 | 50.83 | 504 | 67.44 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 10,444 | 52.29 | 418 | 83.70 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 50,652 | 9.09 | 2,027 | 20.80 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 225,680 | 5.64 | 9,032 | 16.98 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 498,693 | 63.57 | 19,958 | 81.08 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 59,098 | -36.97 | 2,365 | -30.19 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 411 | 60.55 | 16 | 77.78 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 160,881 | 157.07 | 6,438 | 184.74 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 149,910 | -9.47 | 5,999 | 0.25 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 337 | 0.00 | 14 | 8.33 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 470 | 0.00 | 19 | 12.50 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 6,178 | 0.00 | 247 | 10.76 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 99,158 | -0.08 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 9,383 | 0.00 | 376 | 10.62 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 3,162 | 119.28 | 127 | 142.31 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 246 | 0.00 | 10 | 12.50 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 8,461 | 0.00 | 339 | 10.82 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9,995 | 11.41 | 361 | 21.55 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 5,999 | 0.00 | 240 | 11.11 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 189,607 | 2.21 | 7,588 | 13.19 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 51 | -85.17 | 2 | -83.33 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 1,146,101 | -26.05 | 44,721 | -18.79 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 14,717 | 0.53 | 589 | 11.15 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3,937 | 5.98 | 158 | 17.16 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 713,141 | 4.04 | 28,540 | 15.21 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 7,700 | -1.00 | 308 | 9.61 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 2,905,155 | -8.31 | 113,359 | 0.70 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 25,654 | -15.68 | 1,027 | -6.64 | ||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 185,984 | 1,902.84 | 7,443 | 2,218.69 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 3,567 | 0.42 | 143 | 10.94 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 14,239 | -0.38 | 570 | 10.27 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 173,625 | 3.15 | 7 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,060 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 799,671 | 2.88 | 32,003 | 13.93 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,647 | 0.49 | 66 | 10.17 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 40,424 | -0.17 | 1,618 | 10.53 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,107 | 0.00 | 44 | 10.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5,752 | -0.10 | 230 | 10.58 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 17,272 | 9.70 | 691 | 21.44 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 843 | 47.64 | 34 | 70.00 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 631,963 | 1.10 | 25,291 | 11.95 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6,446 | 0.00 | 258 | 10.78 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 8,353,000 | 788.64 | 333,828 | 856.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9,934 | 9.02 | 398 | 20.67 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 405,048 | -9.74 | 16,210 | -0.05 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 19,697 | 0.00 | 788 | 10.83 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 412,224 | 1.09 | 16,497 | 11.94 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 22,076 | -93.98 | 1 | -100.00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 61,480 | 2.54 | 2,222 | 11.55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2,116 | 11.02 | 76 | 20.63 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 6,500 | -0.25 | 260 | 10.64 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 58 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 5,470 | 219 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 331 | 19.06 | 13 | 30.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 114,233 | 6.46 | 4,572 | 17.90 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 138,377 | 23.37 | 5,538 | 36.61 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 4,277 | -5.88 | 171 | 4.27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 64,225 | 5.04 | 2,570 | 16.34 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 94,919 | -13.85 | 3,430 | -3.57 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,639 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 502,402 | -25.44 | 20,106 | -17.44 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 12,559 | 1.59 | 509 | 18.37 | ||||
| 2025-08-08 | 13F | Creative Planning | 421,232 | 1.18 | 16,858 | 12.04 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6,371 | -9.31 | 255 | 0.40 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5,966 | -10.46 | 239 | -0.83 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4,230 | -2.47 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 323 | 0.62 | 13 | 9.09 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10,546 | 6.41 | 422 | 17.88 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,500 | -57.14 | 60 | -52.38 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,193 | -39.56 | 208 | -33.23 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 1,046,849 | 9.19 | 41,895 | 20.91 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 62,965 | 2.92 | 2,520 | 6.51 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25,691 | 0.10 | 1,028 | 10.90 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 17,472 | 0.00 | 699 | 10.78 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 163,065 | 4.22 | 6,526 | 25.58 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7,698 | 8.85 | 308 | 20.78 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 19,702 | -4.69 | 788 | 5.49 | ||||
| 2025-08-06 | 13F | Menlo Advisors Llc | 15,403 | 0.00 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 5,402 | 58.60 | 216 | 75.61 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,000 | -69.67 | 80 | -66.39 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 281 | 0.00 | 11 | 10.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 52 | 62.50 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 1,478,580 | 1.67 | 59,173 | 12.59 |
