Mga Batayang Estadistika
| Pemilik Institusional | 726 total, 726 long only, 0 short only, 0 long/short - change of 13.77% MRQ |
| Alokasi Portofolio Rata-rata | 0.8688 % - change of -11.16% MRQ |
| Saham Institusional (Jangka Panjang) | 145,518,200 (ex 13D/G) - change of 9.46MM shares 6.95% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 9,195,114 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
World Gold Trust - SPDR Gold MiniShares Trust (US:GLDM) memiliki 726 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 145,518,200 saham. Pemegang saham terbesar meliputi Sumitomo Mitsui Trust Holdings, Inc., Morgan Stanley, Evoke Wealth, Llc, Bank Of America Corp /de/, Empower Advisory Group, LLC, Wells Fargo & Company/mn, Asset Management One Co., Ltd., Cassaday & Co Wealth Management LLC, Principal Financial Group Inc, and UBS Group AG .
Struktur kepemilikan institusional World Gold Trust - SPDR Gold MiniShares Trust (ARCA:GLDM) 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 71.18 / share. Previously, on September 6, 2024, the share price was 49.47 / share. This represents an increase of 43.89% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 3,900 | 0.00 | 256 | 5.81 | ||||
| 2025-06-30 | NP | CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares | 7,060 | -21.29 | 461 | -7.44 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9,723 | -8.12 | 637 | -2.60 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 18,144 | 18.20 | 1,189 | 25.05 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 21,853 | 3.89 | 1,432 | 9.99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,240 | 119.19 | 736 | 132.18 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 72,781 | 29.31 | 4,769 | 36.89 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 96,609 | 1.58 | 6,330 | 7.53 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 6,900 | 455 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 3,267 | 214 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 18,522 | -10.60 | 1,214 | -5.38 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 67,894 | -1.97 | 4,448 | 3.78 | ||||
| 2025-08-26 | NP | UPAR - UPAR Ultra Risk Parity ETF | 118,485 | -25.50 | 7,763 | -21.12 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 33,691 | 35.56 | 2,207 | 43.50 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 53,858 | 8.20 | 3,529 | 14.55 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 69,276 | 1.17 | 4,539 | 7.08 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 9,500 | 0.00 | 622 | 5.96 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6,272 | 20.04 | 411 | 26.93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42,175 | 2,763 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 473 | 31 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 50,020 | -50.97 | 3,277 | -48.09 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 150,000 | 9,828 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 23 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 46,040 | 3 | ||||||
| 2025-05-14 | 13F | Kaufman Rossin Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 13,764 | 902 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46,559 | 29.15 | 3,051 | 36.71 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 25,500 | 0.00 | 1,671 | 5.90 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,967 | -26.32 | 391 | -22.16 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 29,355 | -4.71 | 1,817 | 13.43 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 120,334 | -17.23 | 8 | -12.50 | ||||
| 2025-07-14 | 13F | Scharf Investments, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,344,268 | 16.62 | 88,076 | 23.46 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6,399 | 56.42 | 419 | 65.61 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 89,933 | -10.32 | 5,892 | -5.06 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 14,910 | -9.91 | 977 | -4.69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 513,430 | 105.87 | 33,640 | 118.31 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 4,824 | -9.80 | 316 | -4.24 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 16,195 | 12.40 | 1,061 | 19.08 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4,992 | 327 | ||||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 1,295,200 | 35.13 | 83,890 | 43.41 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 5,717 | -28.07 | 375 | -23.83 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 18,486 | 1,211 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 27,437 | 1,798 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10,933 | 720.80 | 716 | 773.17 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 155 | 0.00 | 10 | 11.11 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 116,397 | -6.48 | 7,626 | -1.00 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 99,954 | -18.81 | 6,549 | -14.06 | ||||
| 2025-08-21 | NP | RAAX - VanEck Vectors Real Asset Allocation ETF | 5,936 | 0.00 | 389 | 5.72 | ||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 151,310 | -10.21 | 9,874 | 5.62 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 118,722 | 30.19 | 7,779 | 37.81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 354,630 | -28.03 | 23,235 | -23.81 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3,132 | -83.55 | 205 | -82.60 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 21,891 | 0.00 | 1,434 | 5.91 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16,002 | 1,048 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 50 | 0.00 | 3 | 0.00 | ||||
| 2025-04-30 | 13F | Nisa Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 467 | -90.74 | 31 | -90.38 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 46,986 | 3.07 | 3,079 | 9.11 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8,495 | -24.06 | 557 | -19.65 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 32,922 | 0.47 | 2,157 | 6.36 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 3,991 | -5.76 | 261 | -0.38 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6,219 | 44.49 | 407 | 53.01 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 54,487 | 7.50 | 3,570 | 13.84 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 80,583 | 0.45 | 5,323 | 7.47 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4,706 | 308 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 34,426 | -5.68 | 2,256 | 18.56 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9,569 | -7.87 | 627 | -2.49 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 36,190 | 98.98 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 947,412 | -13.56 | 62,074 | -8.49 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 65,730 | 38.50 | 4,307 | 46.61 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 123,689 | -9.89 | 8,104 | -4.59 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 88,974 | 5.65 | 5,830 | 11.84 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 90,744 | 5,946 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4,942 | -24.11 | 324 | -19.85 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1,389,765 | -9.71 | 91,057 | -4.41 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 6,137 | -31.48 | 402 | -27.44 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 22,286 | 48.26 | 1,460 | 56.99 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4,214 | 276 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 7,019 | -26.59 | 460 | -22.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,926,715 | 1.75 | 519,358 | 7.72 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,650 | 305 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 45 | 3 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28,416 | 75.49 | 1,759 | 109.04 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 23,739 | -1.99 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 206,884 | 24.16 | 14 | 30.00 | ||||
| 2025-07-22 | NP | DRAFX - Destinations Real Assets Fund Class I | 91,946 | -61.10 | 5,999 | -55.12 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Quality Fund GP, Ltd. | 1,520,300 | 99,610 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 5,511 | 361 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 61,980 | -5.52 | 4,061 | 0.00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 4,490 | 4.98 | 294 | 11.36 | ||||
| 2025-08-26 | NP | BTGD - STKD Bitcoin & Gold ETF | 38,301 | 30.72 | 2,509 | 38.39 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,172 | 205 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59,973 | 36.84 | 3,929 | 44.87 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 147,096 | 10.37 | 9,638 | 16.84 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 70,131 | 4.26 | 4,595 | 10.35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 56,931 | 24.38 | 3,730 | 31.71 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,838 | -51.68 | 317 | -48.95 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8,720 | 16.05 | 571 | 22.80 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,625 | -24.39 | 309 | -23.89 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 66,077 | -0.60 | 4,329 | 5.23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,056,738 | -1.42 | 200,277 | 4.37 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 36,424 | 1,405.12 | 2,254 | 1,703.20 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 236,078 | -6.18 | 15,468 | -0.68 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 304 | 0.00 | 20 | 5.56 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 59,204 | 0.95 | 3,879 | 6.89 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 126,347 | 56.68 | 8,278 | 65.89 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3,152 | 207 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 276,413 | -3.38 | 18,110 | 2.29 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 13,136 | 861 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5,155 | 336 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 5,420 | -3.70 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,664 | 0.00 | 109 | 6.86 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 72,776 | -17.17 | 4,768 | -12.30 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 671,036 | 0.00 | 44 | 4.88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 128,451 | 5,959.01 | 8 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 4,455 | -23.98 | 292 | -19.61 | ||||
| 2025-08-12 | 13F | Bokf, Na | 400 | 26 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-03 | 13F | Q3 Asset Management | 20,854 | -70.50 | 1 | -75.00 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 54,453 | -22.52 | 3,568 | -17.98 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 946,772 | -17.60 | 62,033 | -12.76 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 3,353 | -22.24 | 226 | -20.77 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 53 | 3 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,855 | 0.16 | 122 | 6.14 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 84,972 | -11.35 | 5,567 | -6.15 | ||||
| 2025-06-11 | NP | DBISX - DWS Global Macro Fund Class A | 237,942 | -6.83 | 15,528 | 9.60 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 70,596 | -16.70 | 5 | -20.00 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 3,383 | 0.00 | 222 | 5.74 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 8,162 | -32.67 | 535 | -28.80 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 73,470 | 41.45 | 4,814 | 49.75 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 66,500 | -2.92 | 4,357 | 2.78 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria Inflation Sensitive ETF | 75,222 | 50.96 | 4,929 | 59.84 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,683 | -5.37 | 307 | 0.00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 221,200 | 25.54 | 14,493 | 34.78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 212,737 | 501.60 | 13,939 | 537.02 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 11,950 | -20.11 | 783 | -15.46 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 96,619 | 6,330 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 237,942 | -1.02 | 15,590 | 4.79 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 88,667 | -21.13 | 5,809 | -16.50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 21,217 | 34.26 | 1,390 | 42.13 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 42,854 | -11.58 | 2,808 | -6.40 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 194,873 | -19.77 | 13 | -20.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,066,263 | 7.33 | 69,862 | 13.63 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 61 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 4,948 | 324 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 469,752 | 4,571.82 | 31,130 | 4,609.53 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 214,397 | 16.95 | 14,047 | 23.81 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 92,463 | 6 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 195,083 | 12,782 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2,841 | 309 | ||||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 10,000 | 655 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 20 | 100.00 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,429,541 | 10.43 | 159,121 | 17.41 | ||||
| 2025-06-10 | NP | LFTEX - Lincoln Inflation Plus Fund Class I | 7,200 | 470 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 76 | 0.00 | 5 | 0.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9,182 | -22.64 | 602 | -18.12 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 82,139 | 20.36 | 5,348 | 26.98 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 5,111 | 13.96 | 336 | 16.72 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 95,340 | -6.17 | 6,247 | -0.67 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 419 | -61.63 | 27 | -59.70 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 3 | 0 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 225,369 | 1.81 | 15,079 | 10.07 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 30,003 | -5.56 | 1,966 | -0.05 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 108 | 7 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 140 | 0.00 | 9 | 12.50 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4,349 | -14.09 | 285 | -9.27 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 49,530 | 145.47 | 3,273 | 164.81 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A | 753,819 | 6.30 | 49,390 | 12.54 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 106,206 | -18.60 | 6,959 | -13.83 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 26,245 | 37.62 | 1,720 | 45.68 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 29,897 | -27.67 | 1,955 | -28.10 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 104,763 | -2.97 | 6,864 | 2.72 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 236 | 0.00 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 108,435 | 77.15 | 7,105 | 87.54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,987 | -5.60 | 327 | 0.00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5,187 | 340 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 108,805 | -2.64 | 7,129 | 3.07 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 656 | 43 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 13,897 | 0.55 | 911 | 1.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19,892 | 132.74 | 1,303 | 146.78 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 236,683 | 0.45 | 15,507 | 11.34 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 23,389 | 2.85 | 1,532 | 8.88 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 9,296 | -2.23 | 609 | 3.57 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7,885 | 18.25 | 523 | 19.18 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 18,486 | -12.16 | 1,211 | -6.99 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3,670 | 0.30 | 240 | 6.19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 25,937 | -23.66 | 1,699 | -19.17 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 882,743 | -23.24 | 57,837 | -18.74 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 4,000 | 262 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 18,711 | -5.07 | 1,226 | 0.49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 19,342 | 2.51 | 1,267 | 8.57 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 8,536 | -20.27 | 559 | -15.56 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 126,953 | 1.85 | 8,318 | -1.60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 643,513 | -3.57 | 42,163 | 2.08 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19,348 | 1,268 | ||||||
| 2025-08-14 | 13F | State Street Corp | 2,695,268 | 0.31 | 176,594 | 6.20 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,350 | 0.00 | 88 | 6.02 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 108,326 | -2.18 | 7,098 | 3.56 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 10,487 | 2.58 | 687 | 8.70 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 525,606 | 11.78 | 34,438 | 18.34 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 3,498 | -35.72 | 229 | -31.85 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 99,251 | 27.83 | 6,503 | 35.32 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 8,514 | -3.93 | 558 | 1.64 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 3,285 | 0.00 | 215 | 5.91 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 981,946 | 9.18 | 64,337 | 15.58 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7,434 | 70.47 | 487 | 81.04 | ||||
| 2025-08-15 | 13F | Semper Augustus Investments Group Llc | 17,001 | 4.82 | 1,114 | 10.97 | ||||
| 2025-08-08 | 13F | Creative Planning | 43,523 | -51.55 | 2,852 | -48.71 | ||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 1,545,400 | 40.16 | 100,822 | 61.73 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 20,497 | 1.82 | 1,368 | 4.11 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 14,113 | 21.52 | 925 | 28.69 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 134,697 | 4.40 | 8,826 | 10.53 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 4,788 | -22.45 | 314 | -18.06 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 28 | 3.70 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 637,414 | 3,304.26 | 41,763 | 3,506.48 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,955 | 2.64 | 194 | 8.43 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 66,259 | 0.16 | 4,341 | 6.03 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 14,175 | 667.46 | 929 | 714.04 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 50,876 | 22.14 | 3,333 | 29.29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 101 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11,978 | -0.13 | 1 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 24,953 | 41.51 | 1,635 | 49.77 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 913 | 0.55 | 60 | 5.36 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 7,872 | 516 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 538,098 | -1.03 | 35,256 | 4.77 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 662,568 | 1.15 | 43,411 | 7.08 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 6,312 | -19.73 | 414 | -15.02 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 83,613 | 24.84 | 5,478 | 32.16 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 12,000 | 0.00 | 743 | 19.10 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 79,918 | 22.35 | 5,236 | 29.54 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 2,211,620 | 42.95 | 144,905 | 51.34 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 18,258 | -2.59 | 1,196 | 3.10 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,020 | 0.00 | 67 | 4.76 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 2,926 | 1.63 | 165 | 9.27 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 59,590 | 9.52 | 3,904 | 15.95 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11,332 | -84.08 | 742 | -83.16 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 48,102 | -1.17 | 3,152 | 4.61 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 127,759 | -31.95 | 8,371 | -27.96 | ||||
| 2025-07-07 | 13F | Medici Capital Llc | 204,026 | 10.86 | 13,368 | 17.37 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 150 | 0.00 | 10 | 0.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4,938 | 324 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 10,375 | 680 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 17,838 | -26.88 | 1,169 | -22.60 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 11,836 | -3.26 | 775 | 2.38 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 59,304 | -28.69 | 3,886 | -24.52 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,263 | 101.11 | 83 | 115.79 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 15,988 | -32.36 | 1,048 | -28.39 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 13,617 | 0.00 | 892 | 5.94 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33,405 | -3.57 | 2,189 | 2.10 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 58,099 | -26.54 | 3,807 | -22.25 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 130,906 | -1.62 | 8,577 | 4.14 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 12,315 | 43.98 | 807 | 52.36 | ||||
| 2025-07-17 | 13F | KWB Wealth | 77,617 | 90.14 | 4,804 | 126.34 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 22,492 | 1,474 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 4,204 | 275 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 145,756 | 65.77 | 9,550 | 75.50 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 46,001 | 0.00 | 3,029 | 0.13 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 2,600 | 170 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3,227 | -38.37 | 213 | -34.06 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 14,137 | -51.33 | 926 | -38.63 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 11,713 | 39.81 | 769 | 40.33 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 440,498 | 0.03 | 28,861 | 5.90 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 259,230 | 60.30 | 16,985 | 69.70 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 396,942 | 6.89 | 26,008 | 13.16 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 135,221 | 0.25 | 8,860 | 6.13 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 22,863 | 0.00 | 1,480 | 4.60 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 18,798 | 59.81 | 1,232 | 69.09 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12,674 | 0.00 | 830 | 5.87 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 83,169 | 2.95 | 5,449 | 9.00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 82,864 | 7.38 | 5,429 | 13.70 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 7,793 | 0.00 | 511 | 5.81 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 16,000 | 0.00 | 1,048 | 5.86 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 21,269 | 56.54 | 1,394 | 65.83 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 662 | 0.00 | 43 | 7.50 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 10,883 | -21.10 | 716 | -16.06 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 41,655 | -13.76 | 2,718 | -0.48 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1,536 | -4.00 | 101 | 1.01 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 316 | 21 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,652,213 | -2.34 | 173,773 | 3.39 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5,949 | 0.00 | 390 | 5.71 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4,146 | 272 | ||||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1,057,396 | -5.10 | 69 | 1.47 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 41,435 | -38.40 | 2,715 | -22.39 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5,400 | 44.39 | 354 | 52.81 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 23,242 | 17.31 | 1,523 | 24.14 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 223,023 | -0.36 | 14,728 | 6.32 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 4,518 | 0.00 | 296 | 6.09 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 4,782 | -25.30 | 316 | -16.18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3,613 | 237 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 38,148 | 34.25 | 2,499 | 42.15 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,821 | 6.35 | 316 | 12.50 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 17,054 | -6.49 | 1,117 | -0.98 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 5,517 | -25.88 | 361 | -21.52 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 58,965 | 3,863 | ||||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 4,289 | 184.61 | 280 | 236.14 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 74,458 | -24.06 | 4,878 | -19.61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 338,768 | -29.50 | 22,196 | -25.37 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 15,176 | 994 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 510,400 | -10.59 | 33,441 | -5.35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 29 | 93.33 | 2 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,211 | -15.26 | 79 | 6.76 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 874 | 0.34 | 57 | 7.55 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 31,195 | -12.26 | 2,044 | -7.14 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 60,134 | 69.11 | 3,940 | 79.05 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,058 | 200 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 25,437 | 1,667 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 39,849 | -6.84 | 2,611 | -1.40 | ||||
| 2025-08-13 | 13F | Groupe la Francaise | 300 | 20 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 152,610 | 82.06 | 9,999 | 92.77 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3,087 | 202 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 29,732 | -17.84 | 1,948 | -13.00 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 14,328 | -1.57 | 939 | 4.22 | ||||
| 2025-08-27 | NP | CAXAX - Catalyst/MAP Global Equity Fund Class A | 58,000 | -3.33 | 3,800 | 2.34 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 448,487 | 29,385 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9,189 | -18.71 | 602 | -13.88 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 217 | 0.00 | 14 | 7.69 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 96,247 | 1.13 | 6,306 | 7.06 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 9,219 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,250,561 | 23.78 | 81,937 | 31.04 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 227 | 0.00 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,351,023 | 234.13 | 285,079 | 253.73 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 14,596,294 | 0.00 | 956,349 | 5.87 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 581 | 38 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 10,100 | -0.98 | 662 | 4.75 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 243,192 | 2.05 | 15,934 | 8.03 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 21,975 | 0.00 | 1,440 | 5.81 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 6 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2,162 | 13.02 | 142 | 19.49 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 9,301 | 6.91 | 609 | 13.20 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 13,320 | -1.15 | 873 | 4.68 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4,034 | 0.00 | 264 | 6.02 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 617 | 0.00 | 40 | 5.26 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 50,388 | 3.95 | 3,301 | 10.03 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 22,477 | 1,473 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 31 | 6.90 | 2 | 100.00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 461,077 | -9.13 | 30,210 | -3.80 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 24,876 | 48.04 | 1,630 | 56.63 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 372,397 | 36.05 | 24,399 | 44.03 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 139,967 | 7.15 | 9,171 | 13.43 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 476 | 0.00 | 31 | 6.90 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 118,533 | -3.25 | 7,766 | 2.43 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 9,151 | 0.00 | 600 | 5.83 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 31 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 23,625 | -14.80 | 1,577 | -8.10 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 12,976 | 850 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 57,280 | -23.55 | 3,753 | -19.07 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29,509 | 24.78 | 1,933 | 32.13 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 108,411 | -1.71 | 7,207 | -2.25 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 104 | 0.00 | 7 | 0.00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 32 | -84.62 | 2 | -83.33 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 847,757 | -11.60 | 55,545 | -6.42 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 4,386 | 287 | ||||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 68,825 | -0.36 | 4,509 | 5.50 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14,600 | 0.00 | 957 | 5.87 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15,553 | 146.40 | 1,019 | 161.28 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 5,760 | 1.32 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5,831 | 382 | ||||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 109,407 | -7.59 | 7,168 | -2.17 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3,985 | 0.00 | 261 | 6.10 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3,965 | 20.85 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1,089,506 | 9.32 | 71,384 | 15.73 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 424,871 | 2.33 | 27,838 | 8.33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8,266 | 542 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 48,244 | 6.50 | 3,161 | 12.74 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 21,563 | -3.53 | 1,413 | 2.10 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 325 | -99.41 | 21 | -99.38 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 16,500 | 21.32 | 1,081 | 28.54 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 4,623 | 8.90 | 303 | 15.27 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 156,521 | 0.32 | 10,255 | 6.20 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105,753 | -4.39 | 6,929 | 1.21 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 35,293 | 2,312 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 20,166 | 1,321 | ||||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 33,900 | -3.97 | 2,221 | 1.69 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 183,454 | 1.14 | 12,020 | 7.07 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 324,972 | -0.44 | 21,292 | 5.40 | ||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 298,673 | 90.75 | 19,569 | 101.95 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 40,516 | 15.04 | 2,655 | 21.80 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 129,953 | -6.24 | 8,515 | -0.73 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 5,857 | -19.77 | 384 | -15.08 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5,579 | 30.38 | 366 | 38.26 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 2,393 | -57.53 | 157 | -55.17 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 215 | 14 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 11,566 | -97.69 | 758 | -97.56 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 16,540 | -13.29 | 1,084 | -8.22 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 7,528 | 493 | ||||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 21,609 | 2.97 | 1,416 | 9.01 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 47,276 | -0.92 | 3,098 | 4.88 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9,071 | 594 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1,877 | 0.00 | 123 | 5.17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 121,606 | 23.67 | 7,968 | 30.93 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 25,861 | 7.55 | 1,694 | 13.84 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 75,232 | 112.65 | 4,929 | 125.17 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 44 | 0.00 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | Birch Capital Management, LLC | 2,740 | 0.00 | 180 | 5.92 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 36,485 | 6.51 | 2,390 | 12.79 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 227,575 | 53.79 | 14,911 | 62.81 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 100 | 0 | ||||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 30,631 | 0.00 | 2,007 | 5.86 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 16,203 | -57.46 | 1,062 | -54.99 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 109,651 | -28.28 | 7,184 | -24.07 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 707,000 | 46,323 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 27,942 | 7.61 | 1,831 | 13.88 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8,219 | 0.38 | 539 | 6.32 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3,435 | -96.36 | 225 | -96.16 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 212,990 | -60.90 | 13,955 | -4.11 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 470,899 | 15.74 | 31 | 20.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,386 | 10.35 | 91 | 16.88 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 458,114 | 0.70 | 30,016 | 6.61 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 37,018 | -6.00 | 2,425 | -0.49 | ||||
| 2025-08-04 | 13F | Balentine LLC | 15,616 | 1,023 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 96,276 | 6.47 | 6,308 | 12.72 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3,406,349 | -40.52 | 223,184 | -37.04 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 34,845 | 73.38 | 2,283 | 83.67 | ||||
| 2025-08-14 | 13F | Fullerton Fund Management Co Ltd | 704,331 | 112.46 | 46,148 | 124.92 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 3,176,866 | 16.40 | 208,148 | 23.23 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,938 | 6.57 | 389 | 13.08 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 350,031 | -25.80 | 22,934 | -21.45 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 200 | 0.00 | 13 | 8.33 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 169 | -37.17 | 11 | -31.25 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 28,212 | 3.76 | 1,848 | 9.87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4,351 | 285 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 100 | -80.00 | 7 | -80.00 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 11,068 | 1.35 | 725 | 7.41 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 91,994 | 0.13 | 6,027 | 120,440.00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 837 | 0.00 | 55 | 5.88 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 418 | 28 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7,432 | 25.08 | 487 | 32.43 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 8,275 | 0.00 | 542 | 5.86 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 7,154 | -70.14 | 469 | -68.42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,135 | 74 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 57,000 | 0.62 | 3,735 | 6.50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,229,626 | -10.49 | 80,565 | -5.24 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5,331 | 26.57 | 349 | 34.23 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 617,924 | 101.23 | 40,486 | 113.03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 17,411 | -11.82 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 26,930 | 0.00 | 1,764 | 5.88 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 148 | -9.76 | 10 | -10.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 74,672 | 1.36 | 4,892 | 7.30 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 57,499 | 2.53 | 3,767 | 8.56 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 985 | 65 | ||||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4,928 | -2.86 | 323 | 2.88 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 7,176 | -5.96 | 470 | -0.42 | ||||
| 2025-07-15 | 13F | Public Employees Retirement System Of Ohio | 37,200 | 0.00 | 2,437 | 5.86 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 70 | 0.00 | 5 | 0.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 53,873 | -5.66 | 3,530 | -0.14 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 104,889 | 0.58 | 6,872 | 6.48 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5,059 | 0.62 | 331 | 6.43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 21,780 | -1.74 | 1,427 | 8.93 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 59,518 | 74.72 | 3,900 | 84.96 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 31,216 | 108.61 | 2,045 | 120.84 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 14,924 | -49.32 | 978 | -46.38 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3,685 | -67.28 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 88,390 | -15.60 | 5,791 | -10.65 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3,599 | 236 | ||||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,079,765 | 20.59 | 70,748 | 27.66 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 41,949 | 131.17 | 2,748 | 144.70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 98 | -87.96 | 5 | -90.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 32,772 | 121.90 | 2,147 | 134.90 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6,042 | -14.78 | 396 | -9.82 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 53,949 | 0.65 | 3,535 | 6.54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56,492 | 1.55 | 3,701 | 7.52 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3,074 | 201 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 5,594 | -19.96 | 367 | -15.28 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 561 | 1,022.00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 449 | 0.00 | 29 | 7.41 | ||||
| 2025-05-08 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 46,982 | 10.85 | 3,043 | 17.67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5,730,898 | -11.42 | 375,488 | -6.23 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 255,375 | 6.11 | 16,732 | 12.34 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 6,105 | 0.00 | 400 | 6.10 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 400,000 | 26,208 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,002,538 | 7.75 | 65,686 | 14.07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25,656 | 868.88 | 1,681 | 860.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 25,169 | -79.67 | 1,649 | -72.99 | ||||
| 2025-08-25 | NP | EIPCX - Parametric Commodity Strategy Fund Institutional Class | 1,327,000 | -15.85 | 86,945 | -10.92 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 23,361 | -24.20 | 1,531 | -19.77 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 22,093 | 1,448 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 73,375 | -8.81 | 5 | 0.00 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 15,847 | 1,026 | ||||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8,470 | 555 | ||||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 175,961 | 11,529 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23 | 2 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 383,863 | 9.22 | 25,151 | 15.63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18,127 | 97.25 | 1,188 | 108.98 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 81,021 | -5.87 | 5,308 | -0.34 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1,181,448 | 4.48 | 77,409 | 10.61 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 550,270 | -13.88 | 36,054 | -8.83 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 19,624 | -3.79 | 1,286 | 1.82 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,781 | 82.10 | 510 | 92.80 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 6,191 | 406 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 18,500 | -4.94 | 1,198 | -0.58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 76,654 | 2.63 | 5,022 | 8.65 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 3,841 | 252 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 476 | 31 | ||||||
| 2025-08-12 | 13F | NDVR, Inc. | 62,736 | 0.00 | 4,110 | 5.87 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16,541 | -0.21 | 1,084 | 5.66 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 1,210,225 | 4.79 | 79,294 | 10.93 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 125 | 8 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 8,945 | 586 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,688 | 187.14 | 1,159 | 203.94 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 26,225 | 36.02 | 1,718 | 44.01 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 25,977 | 4.71 | 1,702 | 10.88 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 21,152 | -7.08 | 1,386 | -1.63 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 46,944 | -13.38 | 3,076 | -8.32 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 | -80.77 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Tokio Marine Asset Management Co Ltd | 10,900 | -10.66 | 714 | -5.43 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 107,086 | 49.51 | 7,016 | 58.30 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1,535,510 | 9.48 | 100,607 | 15.90 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 66,375 | 0.00 | 4,349 | 5.87 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 3,262 | 214 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 692,544 | 7.52 | 45,375 | 13.82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14,105 | 1,641.36 | 924 | 1,785.71 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 19,555 | -24.98 | 1,281 | -20.58 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 360,915 | 488.10 | 23,647 | 522.62 | ||||
| 2025-08-26 | NP | RPAR - RPAR Risk Parity ETF | 762,170 | -20.28 | 49,937 | -15.61 | ||||
| 2025-08-14 | 13F | Bank of Marin | 11,024 | 722 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 60 | 0.00 | 4 | 0.00 | ||||
| 2025-08-21 | NP | INIVX - International Investors Gold Fund Class A | 608,000 | 0.00 | 39,836 | 5.87 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 10,138 | 17.73 | 664 | 24.81 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26,244 | 1,720 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 50,382 | 20.99 | 3,301 | 28.09 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 576,066 | -14.23 | 37,744 | -9.20 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6,553 | -4.53 | 429 | 1.18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,185 | 6.08 | 0 | |||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 248,733 | 11.15 | 16,297 | 17.67 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 80,364 | -22.53 | 5,265 | -17.99 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 11,481 | 75.26 | 752 | 85.68 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 7,130 | -16.70 | 465 | -3.73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 760,364 | -18.54 | 49,819 | -13.76 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12,837 | -0.33 | 841 | 5.52 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18,819 | 203.04 | 1,233 | 221.09 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13,956 | 23.52 | 914 | 30.76 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,112 | 3.92 | 269 | 10.25 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 19,947 | 13.31 | 1,307 | 19.93 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 595 | 41.67 | 39 | 52.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1,022 | 0.00 | 67 | 4.76 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,400 | 0.00 | 92 | 5.81 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 18,561 | 0.00 | 1,149 | 0.00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7,030,213 | 2.71 | 460,620 | 8.74 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 13,901 | -24.73 | 911 | -20.32 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 99,628 | 6,166 | ||||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 127,253 | -2.34 | 8,338 | 3.39 | ||||
| 2025-06-26 | NP | HFIGX - Hartford Schroders Diversified Growth Fund Class I | 114,044 | -25.98 | 7,443 | -12.94 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,352 | -2.72 | 744 | 2.91 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3,845 | 252 | ||||||
| 2025-08-15 | 13F | Brown Financial Advisors | 28,282 | -2.24 | 1,853 | 3.52 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 20,809 | 1,363 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 473 | 476.83 | 29 | 625.00 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 26,462 | 51.20 | 1,734 | 60.02 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 227 | 187.34 | 14 | 250.00 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 75,196 | 2.69 | 4,927 | 8.69 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52,772 | 686.12 | 3,458 | 733.01 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 3,987 | 0.00 | 261 | 6.10 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6,334 | 1,090.60 | 410 | 1,181.25 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 6,188 | 0.00 | 405 | 6.02 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4,812 | 8.53 | 315 | 14.96 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 129,013 | -10.34 | 8,453 | -5.09 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 60,412 | -17.95 | 3,958 | -13.13 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 15,605 | -3.13 | 1,022 | 2.51 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,301 | 60.16 | 544 | 69.69 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8,643 | 11.59 | 566 | 18.16 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 124,030 | 5,137.75 | 2 | -99.32 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 4,863 | 319 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7,029 | -1.79 | 461 | 4.07 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 5,250 | -32.42 | 325 | -19.60 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 3,095 | -14.74 | 202 | -10.27 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 24,416 | 1,599 | ||||||
| 2025-08-21 | NP | VanEck VIP Trust - VanEck VIP Global Gold Fund Class S | 57,100 | 0.00 | 3,741 | 5.89 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 136,742 | -14.35 | 8,959 | -9.32 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 43 | 0.00 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 19,402 | 72.26 | 1,271 | 82.35 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 125 | 0.00 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,864 | 45.92 | 450 | 84.02 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 15,346 | 1,005 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,751,233 | 4.79 | 114,741 | 10.94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 28,537 | 5.54 | 1,870 | 11.72 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 3,057 | 0.00 | 200 | 5.82 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 601,421 | 73.67 | 39,399 | 83.83 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 19,731 | 20.08 | 1,293 | 27.17 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 51,199 | -21.99 | 3,355 | -17.41 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 595,607 | 25.09 | 39,024 | 32.42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26,506 | 105.31 | 1,737 | 117.27 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4,286 | 0 | ||||||
| 2025-08-13 | 13F | CMC Financial Group | 3,427 | 225 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 22,019 | 1,443 | ||||||
| 2025-08-05 | 13F | Access Investment Management LLC | 4,600 | -23.59 | 301 | -3.53 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 8,175 | 3.42 | 536 | 9.41 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 66,399 | 4.12 | 4,350 | 10.21 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 11 | 0.00 | 1 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 31 | -83.85 | 2 | -81.82 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 268,994 | 2.66 | 17,525 | 1.04 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5,128,539 | 336,022 | ||||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 139,287 | -12.76 | 9 | 0.00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 63,907 | -2.88 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 3,618 | -15.74 | 237 | -10.57 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 6,248 | -24.37 | 409 | -19.96 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 10,779 | 706 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 25,126 | 0.00 | 1,646 | 5.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 45,065 | -11.01 | 2,953 | -5.81 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 27,437 | -13.64 | 1,798 | -8.60 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 80,881 | -0.61 | 5,299 | 5.22 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7,791 | 510 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 10,830 | 0.00 | 710 | 5.82 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11,182 | -22.57 | 733 | -18.03 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 171,000 | 0.00 | 11,141 | -0.17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 1 | ||||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 468,121 | 1.91 | 30,671 | 7.89 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 3,200 | 210 | ||||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 7,023 | -14.50 | 460 | -9.45 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3,837 | 251 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 315 | 21 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 147,373 | 9,656 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 57,570 | 5.99 | 3,772 | 11.93 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 3,533 | 231 | ||||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 3,373 | 0.00 | 221 | 5.77 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 7 | 0.00 | ||||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 28,711 | 0.00 | 1,881 | 5.91 | ||||
| 2025-08-13 | 13F | Mizuho Bank, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,348,849 | 27.74 | 88,377 | 35.23 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 11,040 | 7.72 | 723 | 14.04 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 29,455 | -1.55 | 1,947 | -1.32 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 37,402 | 5.90 | 2,451 | 12.13 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4,711 | 309 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 54,776 | 293.36 | 3,569 | 314.40 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 6,492 | -15.30 | 425 | -10.34 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 12,724 | 834 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 1,292,149 | 85 | ||||||
| 2025-08-28 | NP | TRXAX - Catalyst/MAP Global Balanced Fund Class A | 8,500 | 0.00 | 557 | 5.70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 204,826 | 9.10 | 13,331 | 16.29 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 16,128 | -2.45 | 1,057 | 3.23 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 671 | 44 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,000 | 66 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3,091 | 203 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 4,996 | 4.58 | 327 | 10.85 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 13,342 | -27.58 | 869 | -23.77 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 10,447 | -22.44 | 684 | -17.89 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 42,431 | 1.26 | 2,780 | 7.21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 152,671 | -5.99 | 10,003 | -0.48 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 155,170 | 136.60 | 10,167 | 150.52 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 51,459 | 48.34 | 3,372 | 57.08 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,455 | 292 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4,442 | 31.77 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51,842 | -77.01 | 3,397 | -75.67 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 3,072 | 201 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,986 | 2,535.64 | 523 | 2,805.56 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 148 | 10 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5,840 | 26.30 | 383 | 33.57 | ||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 6,139 | -33.87 | 402 | -29.97 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 4,044 | 0.00 | 265 | 5.60 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 448,756 | -3.46 | 29,402 | 2.20 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 13,497 | 6.32 | 884 | 12.61 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | LENS - Sarmaya Thematic ETF | 7,365 | 61.73 | 480 | 86.77 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4,990 | 327 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 41,098 | -8.07 | 2,693 | -2.68 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 3,734 | 1.00 | 245 | 7.02 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 2,247 | -72.36 | 147 | -70.78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,257 | -30.27 | 148 | -26.50 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 49,948 | -3.79 | 3,273 | 1.84 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 6,823 | 22.85 | 447 | 30.32 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 119,321 | -4.00 | 7,818 | 1.63 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 271 | 0.00 | 18 | 6.25 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 12,605 | 826 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9,516 | 24.31 | 624 | 31.71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 75,332 | -37.70 | 5,074 | -32.19 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 130 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 3,560 | -0.31 | 233 | 5.43 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 47 | 3 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2,184 | 3.56 | 143 | 10.00 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 5 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 453 | 30 | ||||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 44,296 | 4.55 | 2,902 | 10.68 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 258,936 | -0.97 | 16,965 | 4.84 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 23,753 | 0.19 | 1,556 | 6.07 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 20 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 103,557 | 0.93 | 6,785 | 6.87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 5,450 | 0.00 | 357 | 5.93 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 207,509 | 2.41 | 13,596 | 8.42 | ||||
| 2025-07-16 | 13F | Novem Group | 3,366 | 221 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 8,032 | 526 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7,174 | 88.59 | 470 | 100.00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 7,596 | 0.00 | 498 | 5.74 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 7,277 | 1.04 | 477 | 6.97 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 14,647 | 0.00 | 960 | 5.85 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 553,879 | -14.01 | 36,290 | -8.96 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 47,534 | 0.00 | 3 | 50.00 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 25,311 | 4.58 | 1,658 | 10.75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 965,748 | -11.50 | 63,275 | -6.31 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 660 | -26.42 | 43 | -21.82 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 256,356 | -7.86 | 16,796 | -2.46 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 64,376 | 4,218 | ||||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 10,054 | 8.83 | 659 | 15.24 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 234 | 9.35 | 15 | 15.38 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 69,966 | 2.91 | 4,584 | 8.96 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 8,603 | -30.48 | 564 | -26.41 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 169,492 | -3.76 | 11,105 | 1.89 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 16,051 | 57.35 | 1,052 | 66.56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 196,813 | 7.01 | 13 | 9.09 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 20,358 | 3.25 | 1,334 | 9.26 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 30,845 | 6.70 | 2,021 | 12.91 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 101,121 | 2.84 | 6,625 | 8.87 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,730 | 6.70 | 310 | 12.77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,408 | 354 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 90,841 | -16.66 | 5,952 | -11.78 |
Other Listings
| MX:GLDM |
