Mga Batayang Estadistika
| Pemilik Institusional | 399 total, 399 long only, 0 short only, 0 long/short - change of 0.24% MRQ |
| Alokasi Portofolio Rata-rata | 0.4506 % - change of -10.93% MRQ |
| Saham Institusional (Jangka Panjang) | 86,235,841 (ex 13D/G) - change of -1.40MM shares -1.59% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,941,314 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF (US:IBDQ) memiliki 399 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 86,235,841 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Laurel Wealth Advisors LLC, Morgan Stanley, Hm Payson & Co, UBS Group AG, LPL Financial LLC, Raymond James Financial Inc, Sound View Wealth Advisors Group, LLC, Commonwealth Equity Services, Llc, and Captrust Financial Advisors .
Struktur kepemilikan institusional iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF (ARCA:IBDQ) 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 25.12 / share. Previously, on September 6, 2024, the share price was 24.99 / share. This represents an increase of 0.52% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 101,510 | -0.96 | 2,556 | -0.81 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9,193 | 0.02 | 231 | 0.00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 292,050 | 0.40 | 7,354 | 0.52 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 43,581 | 1.34 | 1,097 | 1.48 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 12,208 | -18.67 | 307 | -18.57 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 662,035 | 1.01 | 16,670 | 1.13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32,922 | -8.37 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 3,287,717 | 8.07 | 82,686 | 8.50 | ||||
| 2025-08-04 | 13F | Balentine LLC | 408,023 | -2.19 | 10,274 | -2.07 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 569 | 0.00 | 14 | 0.00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 146 | -99.72 | 4 | -99.77 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 14,552 | 72.40 | 366 | 72.64 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 32,256 | 33.15 | 812 | 33.33 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 6,044 | 43.15 | 152 | 43.40 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 61,703 | 19.25 | 1,554 | 19.37 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 75,656 | 0.63 | 1,905 | 0.79 | ||||
| 2025-07-28 | 13F | Tlwm | 247,769 | -2.15 | 6,239 | -2.04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23,401 | 4.87 | 589 | 4.99 | ||||
| 2025-08-14 | 13F | Marathon Capital Management | 231 | -9.41 | ||||||
| 2025-07-07 | 13F | Trust Co | 3,537 | -0.03 | 89 | 1.14 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 123 | -94.11 | 3 | -94.23 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 22,950 | 0.61 | 578 | 0.70 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 117,346 | 0.08 | 2,955 | 0.20 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 581,672 | -1.09 | 15 | 0.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 169,962 | -6.20 | 4,280 | -6.10 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 13,886 | 59.10 | 350 | 59.36 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 2,906 | 0.00 | 73 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 378,089 | 92.04 | 9,520 | 92.28 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 166,442 | -16.27 | 4 | 0.00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 6,791 | -87.35 | 1,343 | -0.52 | ||||
| 2025-04-15 | 13F | First United Bank Trust/ | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 11,870 | 0.00 | 299 | 0.00 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 60,694 | 1.28 | 1,528 | 1.39 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 9,600 | 0.00 | 242 | 0.00 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 42,236 | -0.48 | 1,064 | -0.37 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 62,153 | -3.63 | 1,565 | -3.45 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 294,848 | -2.23 | 7,424 | -2.11 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 79,510 | -0.60 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 26,098 | -17.98 | 657 | -17.87 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 162,106 | 0.00 | 4,082 | 0.12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47,425 | 145.53 | 1,194 | 146.19 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1,440 | -68.00 | 36 | -68.14 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27,089 | -79.93 | 682 | -79.91 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 412,721 | -9.57 | 10,392 | -9.46 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 454,869 | -1.67 | 11,454 | -1.56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,795,348 | 9.10 | 45 | 9.76 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3,750 | -35.68 | 94 | -35.62 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 21,486 | -9.38 | 541 | -9.23 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 103,875 | -17.97 | 2,610 | -18.03 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 12,368 | 1.04 | 311 | 1.30 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5,145 | -16.44 | 130 | -16.23 | ||||
| 2025-08-01 | 13F | First National Trust Co | 367,535 | 0.00 | 9,255 | 0.12 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 14,061 | 0.00 | 354 | 0.28 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 178,425 | -56.36 | 4,493 | -56.31 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 44,419 | 1,118 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 42,500 | -24.93 | 1,070 | -24.81 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 149,145 | 13.70 | 3,751 | 14.16 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 13,978 | -45.25 | 352 | -45.33 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 30,258 | 0.00 | 762 | 0.13 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 403 | 0.00 | 10 | 0.00 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 342,207 | 4.90 | 8,617 | 5.02 | ||||
| 2025-04-11 | 13F | Littlejohn Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 138,179 | 53.33 | 3,480 | 53.53 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 120,251 | -10.63 | 3,024 | -10.27 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 935,787 | 6.01 | 23,563 | 6.13 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 20,554 | -1.94 | 516 | -1.90 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 8,039 | 0.47 | 202 | 0.50 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7,580 | 0.00 | 191 | 0.00 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 318,728 | -7.33 | 8,026 | -7.23 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 71,346 | 42.29 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,401,901 | 3.59 | 60,480 | 3.71 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 467,752 | -1.67 | 11,778 | -1.55 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 99,403 | -1.20 | 2,503 | -1.11 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 59,196 | 1.21 | 1,491 | 1.36 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 154 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,407 | 61 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 49,187 | 0.00 | 1,235 | -0.24 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 254,942 | -3.55 | 6 | 0.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 92,339 | 0.01 | 2,325 | 0.13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 554,452 | -7.02 | 13,962 | -6.91 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 12,909 | -8.82 | 325 | -8.71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 86,309 | -4.61 | 2,173 | -4.48 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 2,005 | 0.10 | ||||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 27,102 | 0.00 | 682 | 0.00 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 17,415 | 1.96 | 439 | 2.10 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 23,375 | -31.75 | 589 | -31.71 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,440 | 0.00 | 36 | 0.00 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 51,607 | 16.45 | 1,299 | 16.61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 316,905 | -4.01 | 7,980 | -3.90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 747,536 | -4.34 | 18,823 | -4.22 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 36,742 | -25.98 | 925 | -25.88 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 22,404 | -1.67 | 564 | -1.57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,090,308 | -5.24 | 27,454 | -5.12 | ||||
| 2025-05-06 | 13F | IMA Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 225 | -3.85 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 8,324 | -9.25 | 210 | -9.13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 171,957 | -0.47 | 4 | 0.00 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50,329 | 4.72 | 1,266 | 5.15 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1,088,851 | 4.30 | 27,417 | 4.43 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 640 | 0.00 | 16 | 0.00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 284 | 10.94 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 232,391 | 14.77 | 5,852 | 14.91 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 53,439 | -0.26 | 1,346 | -0.15 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 93,268 | 0.00 | 2,348 | 0.13 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 81,928 | 0.04 | 2,063 | 0.15 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 262 | 7 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 263,554 | 575.71 | 6,636 | 577.14 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 217 | 0.00 | ||||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8,000 | 0.00 | 201 | 0.00 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 55,962 | 0.00 | 1,409 | 0.14 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 606,747 | -0.69 | 15,278 | -0.57 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 52,535 | 5.58 | 1,323 | 5.68 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 92,089 | 70.82 | 2,319 | 71.07 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 10,626 | -11.51 | 268 | -11.59 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 102,436 | 65.78 | 2,579 | 65.96 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 16,664 | -14.63 | 420 | -14.49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 37,809 | 7.40 | 952 | 7.57 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4,549 | 12.30 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 68,954 | 0.00 | 1,736 | 0.12 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 3,835 | 0.00 | 97 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6,200 | 0.00 | 156 | 0.65 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5,213,215 | 2,358.95 | 207 | -96.12 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 141 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 116,528 | 1.60 | 2,934 | 1.73 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 113,525 | -1.44 | 2,859 | -1.31 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 602 | |||||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 10,768 | 0.44 | 271 | 0.74 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 157,694 | -1.87 | 3,971 | -1.76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 213,175 | -4.42 | 5,368 | -4.31 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 531,633 | -0.10 | 13,387 | 0.01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,416,720 | 0.47 | 60,853 | 0.59 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 715,929 | 17,934 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 20,864 | -19.34 | 525 | -19.23 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 563,681 | 1.54 | 14,194 | 1.66 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3,628 | 34.42 | 91 | 35.82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 32,480 | 21.06 | 818 | 21.22 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 753 | 0.00 | 19 | 0.00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 166,457 | 0.00 | 4,191 | 0.12 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,071 | 0.00 | 77 | 0.00 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 15,957 | -36.72 | 402 | -36.75 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 73,942 | 2.32 | 1,862 | 2.42 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1,262,358 | 2.06 | 31,786 | 2.18 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 23,275 | 586 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 439,337 | 640.36 | 11,063 | 641.42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,559 | 31.57 | 64 | 33.33 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 347,086 | -12.54 | 8,740 | -12.43 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 38,839 | 1.00 | 978 | 1.03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6 | 0 | ||||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 41,379 | -76.00 | 1,042 | -75.99 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 25,866 | 0.09 | 651 | 0.46 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 110,136 | -5.18 | 2,773 | -5.07 | ||||
| 2025-04-24 | 13F | Crescent Grove Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 45,878 | 0.00 | 1,155 | 0.17 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 47,352 | 0.00 | 1,192 | 0.17 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 14,174 | 0.52 | 357 | 0.56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,785,559 | 0.00 | 95,320 | 0.12 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 68,672 | 6.04 | 1,729 | 6.20 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 332,080 | 8.21 | 8,362 | 8.33 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 209,816 | 19.94 | 5,283 | 20.10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 35,639 | -3.95 | 897 | -3.86 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 8,851 | 223 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8,561 | -0.65 | ||||||
| 2025-08-13 | 13F | CLARET ASSET MANAGEMENT Corp | 9,875 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,473 | 55.96 | 113 | 55.56 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 12,762 | 321 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 31,842 | 802 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 3,000 | 76 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 213,139 | -2.19 | 5,360 | -1.80 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 67,341 | 0.23 | 1,696 | 0.36 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 226,433 | -7.64 | 5,695 | -7.28 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 121,750 | -9.66 | 3,066 | -9.56 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 16,409 | 1.03 | 413 | 1.23 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 288,840 | -1.37 | 7 | 0.00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 20,301 | -4.29 | 511 | -4.13 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 32,829 | -4.81 | 827 | -4.73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 131,609 | -3.88 | 3,314 | -3.78 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 694,392 | 3.36 | 17,485 | 3.48 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 162,067 | -9.43 | 4,081 | -9.33 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 39,349 | 7.13 | 991 | 7.26 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 60,832 | -13.98 | 1,532 | -13.89 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16,136 | -3.99 | 406 | -3.79 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,668 | 0.00 | 42 | 2.44 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 33,041 | -22.69 | 832 | -22.63 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 94,310 | 0.00 | 2,375 | 0.13 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 25,742 | 0.21 | 648 | 0.62 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 149,018 | 3,752 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 10,355 | 0.00 | 261 | 0.00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 17,934 | 0.18 | 452 | 0.22 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,658 | 0.00 | 42 | 0.00 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 23,412 | 0.43 | 590 | 0.51 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 23,862 | 0.00 | 601 | 0.00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 32,549 | -11.33 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 437,627 | -27.68 | 11,019 | -27.59 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1,008,412 | 4.63 | 25,392 | 4.75 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 39,551 | 0.02 | 996 | 0.10 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,359 | 1.90 | 210 | 1.94 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 7,308 | 12.66 | 184 | 12.88 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 46,905 | 8.12 | 1,181 | 8.25 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 566,520 | -1.84 | 14,265 | -1.73 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 27,115 | 3.83 | 683 | 3.96 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 47,364 | -2.62 | 1,193 | -2.53 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 8,025 | -56.62 | 202 | -56.56 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 436,312 | 1.63 | 10,986 | 1.75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 590,606 | -76.20 | 14,871 | -76.18 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 235,770 | -7.77 | 5,937 | -7.65 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1,448 | -10.84 | 36 | -10.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 33,332 | 4.65 | 839 | 4.74 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 17,768 | -47.52 | 447 | -47.47 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3,323 | -53.37 | 84 | -53.63 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 71,440 | 38.46 | 1,797 | 38.44 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 73,186 | -53.66 | 1,843 | -53.63 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 188,888 | -4.88 | 4,756 | -4.77 | ||||
| 2025-07-31 | 13F | United Community Bank | 19,533 | -2.01 | 492 | -2.00 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 47,115 | -21.26 | 1,186 | -21.14 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 30,900 | 15.73 | 778 | 15.95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,803,529 | -5.93 | 171,313 | -5.82 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 159,673 | 34.15 | 4,021 | 34.31 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 22,875 | 1.99 | 576 | 1.95 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 95,179 | -10.80 | 2,397 | -10.70 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 18,598 | 9.45 | 468 | 9.37 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 135,082 | 3,401 | ||||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 20,650 | -11.47 | 520 | -11.43 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63,198 | 187.98 | 1,591 | 188.75 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 22,055 | -4.95 | 555 | -4.80 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 9,988 | 0.00 | 251 | 0.00 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 10,750 | -21.82 | 271 | -21.74 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8,746 | 0.00 | 220 | 0.46 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 62,560 | -48.64 | 1,571 | -0.19 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 10,924 | 0.64 | 275 | 1.10 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 227,886 | 22.13 | 5,731 | 22.61 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3,700 | 0.00 | 93 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,007,928 | -5.87 | 25,380 | -5.75 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 6,819 | -71.10 | 171 | -71.07 | ||||
| 2025-07-02 | 13F | InvesTrust | 306,615 | -1.38 | 7,721 | -1.27 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 55,233 | 1.40 | 1,391 | 1.53 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 149,731 | 6.58 | 3,770 | 6.71 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9,689 | 0.00 | 243 | 0.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 76,737 | 1,932 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 171,297 | -2.40 | 4,313 | -2.29 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 244,486 | 1.95 | 6,156 | 2.07 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 18,958 | 0.00 | 477 | 0.21 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6,709 | 70.93 | 169 | 71.43 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 151,487 | -1.36 | 3,814 | -1.24 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 271,457 | -1.78 | 6,835 | -1.65 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,282,182 | -5.40 | 32,285 | -5.29 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 38,175 | -23.16 | 961 | -23.06 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 154,843 | -8.43 | 3,899 | -8.35 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 225,618 | -4.11 | 5,681 | -3.99 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 39,772 | 0.87 | 998 | 0.61 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 79,437 | -4.90 | 2,000 | -4.81 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6,000 | 0.00 | 151 | 0.67 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 28,399 | 1 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 15,240 | 0.00 | 384 | 0.00 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 3,133 | -81.51 | 430 | 0.70 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 46,279 | -10.51 | 1,165 | -10.38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,654,107 | -8.31 | 66,830 | -8.20 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 5,992 | 0.00 | 151 | 0.00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 543 | 0.00 | 14 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,641 | 14.68 | ||||||
| 2025-05-20 | 13F | Anchor Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 17,519 | 65.96 | 441 | 66.42 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 14,393 | -14.27 | 362 | -14.22 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0.00 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,992 | 50 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 8,449 | 0.00 | 213 | 0.00 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 203,550 | 3.20 | 5,125 | 3.33 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 80,299 | -42.64 | 2,022 | -42.59 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 71,062 | -0.73 | 1,789 | -0.61 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 760,151 | -16.42 | 19,141 | -16.32 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,812 | -90.24 | 46 | -90.34 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 922,020 | -2.60 | 23,216 | -2.48 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 800 | 0.00 | 20 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,229 | 0.00 | 56 | 0.00 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 41,615 | -7.85 | 1,048 | -7.75 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 24,844 | -15.12 | 626 | -15.08 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 17,975 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 467,048 | -81.05 | 11,760 | -81.03 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 11,545 | 0.00 | 291 | 0.00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 457 | -97.11 | 356 | -10.55 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 84,311 | 1.73 | 2,123 | 1.82 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 138,227 | -9.98 | 3,481 | -9.87 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 20,873 | 0.18 | 526 | 0.19 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21,488 | 541 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 9,451 | 0.06 | 237 | 0.42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 832,177 | 20,954 | -6.77 | |||||
| 2025-04-15 | 13F | Members Wealth Llc | 116,676 | 10.32 | 2,934 | 10.55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 212,515 | -9.50 | 5 | 0.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,730 | -93.47 | 44 | -93.54 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 139,021 | 0.00 | 3,496 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 877,591 | -18.71 | 22,097 | -18.61 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 71,347 | 4.18 | 1,797 | 4.30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 22,334 | 1.84 | 562 | 2.00 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 712 | -2.73 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 516 | 2.59 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1,143 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 513,564 | 12,932 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 885,581 | -6.69 | 22,299 | -6.58 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 19,340 | -6.48 | 487 | -6.54 | ||||
| 2025-07-21 | 13F | Trust Co of Kansas | 16,027 | 0.00 | 0 | |||||
| 2025-04-10 | 13F | Cypress Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 266,424 | -37.57 | 6,709 | -37.50 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 35,839 | -2.57 | 902 | -2.49 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 978,740 | -1.07 | 24,645 | -0.95 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 68,255 | 0.00 | 1,719 | 0.12 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 0 | -100.00 | 0 | |||||
| 2025-09-03 | 13F | American Trust | 17,191 | 0.00 | 433 | 0.00 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 144,565 | -52.13 | 3,640 | -52.07 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 183,261 | -29.64 | 4,613 | -29.59 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 10,738 | 0.00 | 270 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 198,440 | -5.09 | 4,997 | -4.98 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 10,379 | 0.00 | 261 | 0.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 20,497 | 516 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 727,538 | -2.71 | 18,319 | -2.59 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 899,685 | -3.64 | 22,654 | -3.52 | ||||
| 2025-04-21 | 13F | Roman Butler Fullerton & Co | 227 | 3.18 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 11,000 | -4.35 | 277 | -4.50 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,384 | 0.00 | 85 | 0.00 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 577,438 | -13.76 | 14,540 | -13.66 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 204,261 | 5,143 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 31,629 | -23.72 | 796 | -23.61 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 52,927 | 0.00 | 1,333 | 0.08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,700 | 105.08 | 169 | 107.41 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 265,412 | -41.44 | 6,683 | -41.37 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 473,024 | -12.74 | 11,911 | -12.64 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 110,411 | 4.38 | 2,780 | 4.51 | ||||
| 2025-08-01 | 13F | Motco | 970 | 0.00 | 24 | 0.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5,027 | 0.00 | 127 | 0.00 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 12,000 | 0.00 | 302 | 0.33 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 85,792 | -3.31 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 89,020 | 20.49 | 2,242 | 20.61 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10,720 | 0.50 | 270 | 0.37 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 198,658 | -1.37 | 5,002 | -1.24 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23,542 | 6.32 | 593 | 6.47 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 185 | 0 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,827,757 | -12.23 | 46,023 | -12.13 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 786 | 0.00 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 157,670 | 3,970 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 9,535 | 0.00 | 240 | 0.42 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 38,822 | -35.31 | 978 | -35.26 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 5,080 | 0.00 | 128 | 0.00 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 500,539 | 2.35 | 12,604 | 2.47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 355,174 | 1.81 | 8,943 | 1.93 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 74,915 | 12.87 | ||||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 41,240 | -12.17 | 1,038 | -12.03 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14,316 | 0.02 | 360 | 0.56 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 24,436 | -22.49 | 615 | -22.35 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11,000 | 0.00 | 277 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 114,388 | -4.88 | 2,880 | -4.76 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 40,249 | 0.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 26,778 | 0.00 | 674 | 0.15 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 707 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 49,603 | 3.36 | 1,249 | 3.57 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 35,817 | -54.92 | 902 | -54.90 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 8,522 | 0.00 | 215 | 0.00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 117,042 | 2.08 | 2,947 | 2.22 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 40,233 | 0.16 | 1,013 | 0.30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 482,420 | -18.10 | 12,147 | -18.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 63,058 | 8.41 | 1,588 | 8.55 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 362,597 | 9,130 | -19.74 | |||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 28,601 | -45.31 | 720 | -45.25 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1,000 | 0.00 | 25 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 450,061 | 27.36 | 11,333 | 27.51 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 201,229 | 2.96 | 5,067 | 3.07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 22,000 | 0.00 | 554 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 319,214 | -2.04 | 8,015 | -2.20 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 183,790 | -1.76 | 4,628 | -1.66 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,738 | 0.00 | 44 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9,623 | 0.00 | 242 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 910,149 | -11.79 | 22,918 | -11.69 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 244,755 | 6,156 | ||||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 35,991 | -0.05 | 906 | 0.11 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 21,514 | 59.37 | 542 | 59.59 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 56,782 | 6.42 | 1,430 | 6.56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 654,858 | 13.87 | 16,489 | 14.01 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 22,824 | 48.29 | 575 | 48.32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 23,889 | -2.72 | 602 | -2.28 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 3,810 | -72.58 | 96 | -72.78 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3,570 | 201.78 | 90 | 206.90 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 8,050 | -2.42 | 203 | -2.42 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 12,811 | 1.03 | 323 | 1.26 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 19,269 | 0.16 | 485 | 0.41 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 12,800 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 180,936 | 39.55 | 4,556 | 39.72 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179,185 | 2.56 | 4,512 | 2.69 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,683 | 0.00 | 42 | 0.00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 260,361 | 20.13 | 6,556 | 20.28 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14,259 | -0.13 | 359 | 0.00 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 39,515 | 0.29 | 995 | 0.40 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 33,550 | -0.42 | 845 | -0.35 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 44,491 | 0.00 | 1,120 | 0.18 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 83,954 | 5.28 | 2,114 | 5.39 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,595 | 0.00 | 40 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 10,700 | 0.00 | 269 | 0.00 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 123,244 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 25,426 | 24.64 | 640 | 24.76 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 10,000 | 0.00 | 252 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 796,543 | -1.51 | 20,057 | -1.40 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 17,869 | 0.04 | 450 | 0.00 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 13,339 | -8.58 | 336 | -8.47 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 83,184 | 1.16 | 2,095 | 1.26 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 58,321 | 0.85 | 1,469 | 0.96 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 8,494 | 2.91 | 214 | 2.90 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 316,053 | 2.65 | 7,958 | 2.78 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45,881 | -8.36 | 1,155 | -8.26 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 29,438 | 0.00 | 741 | 0.14 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 107,880 | -9.67 | 2,716 | -9.56 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 30,000 | 0.00 | 755 | 0.13 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 16,440 | 0.00 | 414 | 0.00 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 885,437 | -8.14 | 22,295 | -8.03 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 84,185 | -6.33 | 2,120 | -6.24 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 13,000 | 2.36 | 327 | 2.51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 481,109 | 14.13 | 12,114 | 14.73 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 194,181 | 9.71 | 4,889 | 9.84 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 17,365 | 0.00 | 435 | -0.46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 49,648 | 66.92 | 1,249 | 66.98 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 364,816 | 1.57 | 9,186 | 1.69 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 31,850 | 4.81 | 802 | 4.84 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 310,222 | -12.14 | 7,811 | -12.04 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 48,169 | 0.00 | 1,209 | 0.00 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 48,906 | 0.07 | 1,231 | 0.16 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 85,404 | -0.62 | 2,150 | -0.51 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4,982 | 1.20 |
