Mga Batayang Estadistika
| Pemilik Institusional | 378 total, 378 long only, 0 short only, 0 long/short - change of 2.08% MRQ |
| Alokasi Portofolio Rata-rata | 0.5864 % - change of -4.44% MRQ |
| Saham Institusional (Jangka Panjang) | 98,122,617 (ex 13D/G) - change of 4.90MM shares 5.25% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,223,731 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF (US:IBDS) memiliki 378 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 98,122,617 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Capital Advisors Inc/ok, Morgan Stanley, Laurel Wealth Advisors LLC, Hm Payson & Co, Raymond James Financial Inc, Mercer Global Advisors Inc /adv, Aptus Capital Advisors, LLC, DRSK - Aptus Defined Risk ETF, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF (ARCA:IBDS) 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 24.30 / share. Previously, on September 6, 2024, the share price was 24.27 / share. This represents an increase of 0.12% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,479 | -9.09 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 55,604 | 10.67 | 1,350 | 11.12 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 128,425 | 6.49 | 3,117 | 6.86 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 25,586 | 0.00 | 621 | 0.32 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 471,129 | 3.44 | 11,434 | 3.82 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 125,616 | 11.39 | 3,049 | 11.81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 74,942 | 38.26 | 1,819 | 38.78 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 49,270 | 1,196 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 31,486 | -7.27 | 764 | -6.83 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,144,457 | 4.56 | 28 | 3.85 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 3,203,508 | 15.91 | 77,461 | 16.98 | ||||
| 2025-08-04 | 13F | Balentine LLC | 45,695 | 0.97 | 1,109 | 1.37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30,231 | -49.92 | 1 | -100.00 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 9,099 | 0.31 | 221 | 0.46 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 136,680 | 5.62 | 3,317 | 6.04 | ||||
| 2025-07-28 | 13F | Tlwm | 176,191 | -2.39 | 4,276 | -2.02 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,639 | 0.00 | 113 | 0.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2,170 | 0.00 | 53 | 0.00 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 32,089 | 0.49 | 779 | 0.78 | ||||
| 2025-08-14 | 13F | Marathon Capital Management | 201 | |||||||
| 2025-08-14 | 13F | First Manhattan Co | 63,225 | 6.39 | 1,534 | 6.82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32,439 | 18.59 | 785 | 18.76 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 4,199 | 121.82 | 102 | 124.44 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,155 | -41.96 | 28 | -41.67 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 80,382 | 19.95 | 1,951 | 20.37 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 898 | 7.29 | 22 | 5.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 283 | 4.44 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19,157 | 21.49 | 465 | 21.78 | ||||
| 2025-07-07 | 13F | Trust Co | 8,308 | -0.01 | 202 | 0.50 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 10,945 | 1.53 | 266 | 1.92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 391,528 | 214.53 | 9,502 | 215.79 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 157,723 | 19.09 | 3,828 | 19.52 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 9,301 | 0.00 | 226 | 0.45 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 123,149 | -1.27 | 2,989 | -0.93 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 22,170 | 47.69 | 538 | 48.62 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 3,402 | -99.12 | 11,181 | 20.28 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 26,686 | 6.64 | 648 | 6.94 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 44,207 | 1.96 | 1,073 | 2.29 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 673,159 | 13.66 | 16,338 | 14.08 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 24,106 | -44.60 | 585 | -44.43 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,620 | 127.96 | 233 | 128.43 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 35,033 | 0.00 | 850 | 0.35 | ||||
| 2025-08-01 | 13F | First National Trust Co | 290,329 | 10.79 | 7,046 | 11.21 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 85,689 | 2.62 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 15,266 | -52.33 | 371 | -52.20 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 17,467 | 0.00 | 424 | 0.24 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 165,435 | -0.89 | 4,015 | -0.52 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 19,419 | -11.01 | 471 | -10.63 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 360,844 | 2.38 | 8,758 | 2.76 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 33,572 | 6.17 | 814 | 6.27 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5,606 | 0.04 | 136 | 0.74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 235,615 | 0.46 | 5,718 | 0.95 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 685,568 | 1.94 | 16,639 | 2.32 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,200 | 0.00 | 29 | 0.00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 10,230 | 0.00 | 248 | 0.40 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 20,663 | 31.67 | 501 | 32.19 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 89,545 | -3.41 | 2,173 | -3.03 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 35,211 | 0.00 | 855 | 0.35 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 55,633 | 0.45 | 1,350 | 0.82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 378,169 | 19.79 | 9,178 | 20.24 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 28,241 | 16.79 | 685 | 17.29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,075,615 | 9.48 | 74,645 | 9.89 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 159,259 | 14.34 | 3,851 | 15.37 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 18,774 | 0.02 | 456 | 0.44 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 144 | 3 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2,415 | -21.84 | ||||||
| 2025-05-09 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 68,074 | -2.17 | 1,652 | -1.78 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 225,459 | -15.23 | 5,472 | -14.91 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 3,657 | 0.00 | 89 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,840 | -23.96 | 68 | -24.44 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 39,624 | 8.17 | 962 | 8.59 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 217,744 | -0.63 | 5 | 0.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 57,633 | 23.83 | 1,394 | 24.93 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 38,831 | 136.77 | 1 | |||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 262,378 | 3.92 | 6,357 | 4.44 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10,951 | 0 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 66 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,507 | 61 | ||||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 314,361 | 0.22 | 7,630 | 0.59 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,216 | -0.95 | 78 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 185,813 | 4,510 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 13,382 | 0.00 | 324 | 0.31 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 150,594 | 51.93 | 3,655 | 52.50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 224,270 | 4.64 | 5,443 | 5.04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,108,441 | -0.09 | 51,172 | 0.28 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 22,540 | 0.57 | 547 | 1.11 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 40,147 | -0.00 | 974 | 0.41 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 6,625 | 5.34 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 24,909 | -4.03 | 605 | -3.67 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 18,829 | 38.76 | 457 | 39.02 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 21,703 | 1.10 | 527 | 1.35 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 29,878 | -48.05 | 725 | -47.84 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 185,356 | 35.52 | 4,499 | 36.01 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 34,010 | 0.00 | 825 | 0.36 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 30,869 | -7.49 | 749 | -7.07 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,319,977 | -36.64 | 32,036 | -36.40 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1,121,733 | 3.54 | 27,224 | 3.92 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23,354 | 12.27 | 564 | 12.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,435,397 | 2.48 | 34,837 | 2.86 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50,993 | 4.86 | 1,233 | 5.84 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 137,261 | 3,331 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 397 | 10 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 50,170 | -0.10 | 1,218 | 0.25 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 443,466 | 1.21 | 10,763 | 1.58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,015 | 0.00 | 25 | 0.00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8,350 | 0.00 | 203 | 0.50 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,095 | 27 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 194,237 | 7.93 | 4,714 | 8.34 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 219,002 | -0.39 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 55,735 | 5.48 | 1,353 | 5.87 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,511,525 | 2.24 | 36,685 | 2.62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 45,653 | -1.74 | 1,108 | -1.42 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 15,907 | 386 | ||||||
| 2025-08-08 | 13F | Summitry Llc | 12,202 | 296 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,701,526 | 2,356.92 | 153 | -95.83 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 254,325 | 2.63 | 6,172 | 3.02 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 8,280 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | FF Advisors,LLC | 114,694 | 3.52 | 2,784 | 4.12 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 111,553 | 2,673 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 82,151 | -2.12 | 1,994 | -1.77 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 605 | |||||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 15,425 | 374 | 17.98 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 315 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 517,077 | -0.35 | 13 | 0.00 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 121,561 | 1.61 | 2,950 | 2.01 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9,546 | -11.58 | 232 | -11.49 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13,079 | 0.75 | 317 | 1.28 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4,538 | 0.22 | ||||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 863,608 | 27.51 | 20,960 | 27.99 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8,500 | -15.84 | 206 | -15.57 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 104,064 | 4.77 | 2,526 | 5.16 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 2,476,787 | 9.52 | 60,013 | 10.20 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,000 | 0.00 | 49 | 0.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8,392 | 0.00 | 204 | 0.50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,979,182 | 5.52 | 96,575 | 5.91 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 7,295 | 0.00 | 177 | 0.57 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 434,884 | 27.35 | 10,555 | 27.83 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1,307,775 | 2.02 | 31,740 | 2.40 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 56,760 | -11.91 | 1,378 | -11.62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 39,898 | -15.06 | 968 | -14.71 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 36,580 | 12.56 | 888 | 12.99 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 185,555 | 4.18 | 4,503 | 4.58 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18,967 | 8.77 | 460 | 9.26 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 147,994 | 39.38 | 3,592 | 39.89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,292 | 54.14 | 56 | 57.14 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 46,336 | 9.17 | 1,125 | 9.55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 249,431 | 4.38 | 6,031 | 5.34 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 173,383 | 1.82 | 4,208 | 2.21 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 74,542 | -54.33 | 1,809 | -54.16 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 56,409 | 4.42 | 1,369 | 4.82 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2,093 | 51 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 423,549 | 10,280 | ||||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 173,000 | 4,199 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 339,370 | -0.03 | 8 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6,600 | 0.00 | 160 | 0.63 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8,532 | 22.45 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 12,363 | 0.00 | 300 | 0.67 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 18,211 | 0.09 | 442 | 0.46 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 31,375 | 0.53 | 761 | 0.93 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1,022,940 | 5.68 | 24,827 | 6.08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,803 | -23.14 | 238 | -23.05 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 197,511 | -7.47 | 4,794 | -7.13 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 16,239 | 0.00 | 394 | 0.51 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 452,728 | 1.39 | 10,988 | 1.77 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 63,006 | -3.48 | 1,529 | -3.11 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 24,124 | 1.77 | 1 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 34,825 | 6.11 | 845 | 6.56 | ||||
| 2025-05-14 | 13F | Talisman Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 165,900 | 34.09 | 4,026 | 34.60 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 48,146 | -2.07 | 1,169 | -1.68 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 73,138 | 10.24 | 1,775 | 10.66 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 63,700 | 0.00 | 1,546 | 0.32 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 14,925 | -6.50 | 362 | -5.97 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 10,849 | 0.37 | 263 | 1.15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,112,244 | 0.95 | 196,884 | 1.32 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 31,980 | 0.00 | 776 | 0.39 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 270,269 | -0.47 | 6,559 | -0.11 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 855 | 0.00 | 21 | 0.00 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 80,847 | 18.33 | 1,962 | 18.77 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 420 | 0.00 | 10 | 0.00 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 4,212,231 | 4.93 | 102,231 | 5.32 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,814,444 | 12.21 | 68,307 | 12.62 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 210,028 | 10.40 | 5,097 | 10.80 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 24,883 | 0.00 | 604 | 0.33 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 11,653 | -2.38 | 283 | -2.08 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 7,037 | 4.83 | 171 | 4.94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 31,394 | 0.02 | 762 | 0.40 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 163,728 | 2.92 | 3,974 | 3.30 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 19,430 | 0.00 | 472 | 0.43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 15,898 | -4.57 | 385 | -4.48 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 22,332 | 8.77 | 542 | 9.07 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 38,254 | -22.42 | 928 | -22.15 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 61,317 | 3.25 | 1,488 | 3.69 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 13,097 | 0.11 | 318 | 0.32 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 675,836 | 1.75 | 16,403 | 2.13 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 223,860 | -3.73 | 5,433 | -3.36 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 162,767 | -0.38 | 3,950 | 0.00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1,512 | 1.14 | 37 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 47,517 | 8.41 | 1,153 | 8.88 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4,023 | 31.86 | 98 | 32.88 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 62,843 | -1.67 | 1,525 | -1.29 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 16,297 | -6.25 | 396 | -5.95 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 231,701 | -17.53 | 5,623 | -17.22 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 34,795 | -1.56 | 844 | -1.17 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 28,321 | 687 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 8,444 | 0.00 | 205 | 0.00 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 74,842 | 38.46 | 1,813 | 39.35 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 164,698 | 108.06 | 3,982 | 110.02 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 66,830 | 12.10 | 1,622 | 12.49 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 10,729 | 0.00 | 260 | 0.39 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 56,082 | 0.00 | 1,361 | 0.37 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 36,931 | 6.88 | 894 | 7.07 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 494,190 | -4.26 | 11,994 | -3.02 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 85,500 | 17.61 | 2,075 | 18.10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,070 | 22.43 | 26 | 19.05 | ||||
| 2025-07-31 | 13F | United Community Bank | 12,630 | 6.67 | 307 | 6.99 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 142,591 | 1.90 | 3,461 | 2.28 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 47,600 | 120.93 | 1,155 | 122.54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,818,717 | -1.49 | 44,140 | -1.12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,042 | 0.00 | 25 | 0.00 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 21,522 | -9.95 | 520 | -9.09 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 169,125 | 29.91 | 4,089 | 31.10 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3,750 | 0.00 | 91 | 1.11 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 63,500 | 0.00 | 1,534 | -0.07 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 105,096 | 1.29 | 2,551 | 1.67 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 808,173 | 10.34 | 19,614 | 10.75 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6,430 | -3.83 | 156 | -3.11 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 80,005 | 1,942 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1,056,059 | 5.08 | 25,631 | 5.47 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 115,320 | -2.90 | 2,799 | -2.54 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 200,543 | -9.34 | 4,867 | -8.99 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 47,330 | 6.27 | 1,149 | 6.69 | ||||
| 2025-08-08 | 13F | Creative Planning | 353,783 | -0.33 | 8,586 | 0.03 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 84,674 | 19.47 | 2,055 | 19.96 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,454,384 | 6.37 | 59,568 | 6.77 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2,000 | 0.00 | 49 | 0.00 | ||||
| 2025-07-02 | 13F | InvesTrust | 322,869 | -0.00 | 7,836 | 0.37 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 767,151 | 8.69 | 18,619 | 9.10 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 23,259 | -5.30 | 564 | -4.89 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 370 | 9 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 392,771 | 1.61 | 9,533 | 1.99 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 190,901 | 0.40 | 4,633 | 0.78 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 59,033 | -7.50 | 1,433 | -7.19 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2,769 | 20.66 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 199,970 | 3.66 | 4,853 | 4.05 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 11,632 | 282 | ||||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 257,028 | -2.65 | 6,238 | -2.27 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 27,927 | -24.42 | 675 | -24.41 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8,867 | 0.00 | 215 | 0.47 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 79,218 | 54.37 | 1,923 | 55.00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 15,947 | 6.69 | 387 | 7.20 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 239,310 | 3.17 | 5,808 | 3.57 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 192,817 | 3.69 | 4,680 | 4.07 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 14,004 | 0.00 | 340 | 0.30 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 8,633 | 0.00 | 210 | 0.48 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14,555 | 0 | ||||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 110,620 | 0.00 | 2,675 | 0.00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 9,500 | 0.00 | 231 | 0.44 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 64,941 | 64.48 | 1,576 | 65.20 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 32,818 | 4.05 | 796 | 4.46 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 21,558 | 2.77 | 523 | 3.16 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 25,491 | 0.00 | 619 | 0.32 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 9,150 | 0.00 | 222 | 0.45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 176,746 | 4,290 | 147.63 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1,474,249 | 2.94 | 35,780 | 3.33 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 96,535 | -4.97 | 2,343 | -4.64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 912,441 | 20.10 | 22,145 | 20.54 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 34,050 | -1.17 | 826 | -0.84 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 123,875 | -3.20 | 3,006 | -2.84 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 761 | 1.20 | 18 | 0.00 | ||||
| 2025-07-16 | 13F | Novem Group | 691,805 | 123.79 | 16,790 | 124.65 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 111,356 | -6.89 | 2,703 | -6.54 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 2,733 | 0.00 | 0 | |||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 104,203 | 1.73 | 2,529 | 2.10 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 16,110 | 0.00 | 391 | 0.26 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 174,933 | 4,246 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 30,946 | 0.45 | 748 | 1.36 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Nestegg Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 57,111 | -42.91 | 1,386 | -42.68 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 9,728 | 748.13 | 236 | 774.07 | ||||
| 2025-04-17 | 13F | Robertson Stephens Wealth Management, LLC | 237 | -35.87 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 516 | 2.79 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 12,550 | -4.56 | 305 | -4.10 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 8,871 | 215 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 104,396 | 17.47 | 2,534 | 17.92 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 64,290 | 4.55 | 1,560 | 4.98 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1,329 | 0.00 | 0 | |||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | MKT Advisors LLC | 10,169 | 0.03 | 246 | 0.41 | ||||
| 2025-07-21 | 13F | Trust Co of Kansas | 15,671 | 67.96 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 14,937 | 363 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 223,333 | 4.91 | 5 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 620,753 | 2.10 | 15,066 | 2.48 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 643,728 | 7.48 | 15,623 | 7.88 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 21 | 300.00 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24,947 | 28.93 | 605 | 29.55 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 74,358 | 0.31 | 1,801 | 0.45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 44,898 | 1,090 | 1.68 | |||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 459,995 | -7.92 | 11,164 | -7.58 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 260,076 | 6,312 | ||||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11,158 | 0.89 | 271 | 1.12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 590 | 14 | ||||||
| 2025-08-11 | 13F | Arrow Financial Corp | 571,307 | -1.25 | 13,866 | -0.88 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 10,606 | 0.00 | 257 | 0.39 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,322 | -47.79 | 226 | -47.44 | ||||
| 2025-08-01 | 13F | Motco | 989 | 0.00 | 24 | 0.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 88,069 | -3.18 | 2,137 | -2.82 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3,175 | 48.71 | 77 | 50.98 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 71,998 | 0.83 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 205,338 | -0.66 | 4,984 | -0.28 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,581,593 | 6.45 | 62,655 | 6.84 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,319,610 | 13.78 | 32,027 | 14.20 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23,937 | 6.51 | 581 | 6.81 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 15,865 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 75,939 | 14.26 | ||||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 1,049,451 | 1.65 | 25,470 | 2.03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 59,534 | 3.30 | 1,445 | 3.66 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 5,160 | 0.00 | 125 | 0.81 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,501,886 | 18.66 | 36,442 | 19.06 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 35,026 | 9.29 | 1 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10,447 | 0.00 | 254 | 0.40 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 49,509 | -73.93 | 1,202 | -73.84 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 787 | 1.03 | 19 | 5.56 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 146,505 | 6.18 | 3,556 | 6.56 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 31,924 | 7.53 | 775 | 7.95 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 106,728 | -1.05 | 2,590 | -0.69 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 451,082 | 3.06 | 10,948 | 3.44 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 254,312 | 6,172 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 203,151 | 11.83 | 4,930 | 12.25 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 59,942 | 4.57 | 1,455 | 4.91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59,818 | 35.69 | 1,452 | 36.24 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 15,498 | -13.70 | 376 | -13.36 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 42,786 | 376.19 | 1,038 | 378.34 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 236,575 | -53.32 | 5,742 | -53.15 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64,031 | 41.98 | 1,553 | 42.39 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 183,085 | 5.32 | 4,443 | 5.71 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 312,974 | 1.96 | 7,596 | 2.33 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 188,608 | 20.15 | 4,578 | 20.61 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 51,766 | 0.13 | 1,256 | 0.48 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 364,854 | -11.64 | 8,855 | -11.30 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 43,250 | 35.58 | 1,050 | 36.06 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 613,506 | -4.73 | 14,890 | -4.37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 303,559 | 5.69 | 7,367 | 6.08 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 139,881 | 6.45 | 3,395 | 6.83 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 18,179 | 73.68 | 441 | 74.31 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 13,471 | 1.10 | 327 | 1.24 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 13,862 | 336 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7,876 | 533.63 | 191 | 536.67 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 137,467 | 16.67 | 3,336 | 17.09 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 56,142 | 17.26 | 1,363 | 17.72 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,661 | 0.00 | 40 | 0.00 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 26,550 | -0.97 | 644 | -0.62 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 42,180 | 0.29 | 1,024 | 0.69 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 24,117 | 6.19 | 585 | 6.56 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179,185 | 2.56 | 4,349 | 2.94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,449 | 0.12 | 59 | 1.72 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 16,988 | 25.99 | 412 | 26.38 | ||||
| 2025-08-27 | NP | Mason Capital Fund Trust - Fundamentals First ETF | 2,064 | 0.00 | 50 | 2.04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156,452 | 0.54 | 3,780 | 0.45 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 15,786 | 13.38 | 383 | 13.99 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 11,379 | 0.00 | 276 | 0.36 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 49,315 | -4.72 | 1,197 | -4.40 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 76,646 | -6.31 | 1,860 | -5.97 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12,061 | 0.00 | 293 | 1.39 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 59,842 | 28.08 | 1,452 | 28.61 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 80 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 982,970 | 6.84 | 23,857 | 7.24 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 71,659 | 0.03 | 1,739 | 0.40 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 22,577 | 4.80 | 548 | 5.19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 657,531 | 16.18 | 15,958 | 16.61 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 77,113 | -2.40 | 1,872 | -2.04 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 800 | 0.00 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 47,069 | 1.41 | 1,142 | 1.78 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 991,308 | 0.05 | 24,059 | 0.42 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 50,210 | 5.78 | 1,219 | 6.19 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,110 | 0.20 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 14,050 | 0.00 | 341 | 0.29 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 76,784 | 75.27 | 1,864 | 75.92 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 11,650 | 8.88 | 283 | 9.30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 140,976 | 29.08 | 3,422 | 29.58 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,136,637 | -1.32 | 27,586 | -0.95 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 73,027 | -7.32 | 1,772 | -6.98 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 23,389 | 35.14 | 568 | 35.65 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1,173,113 | 3.82 | 28,471 | 4.21 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 57,802 | 15.44 | 1,403 | 15.87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 240,100 | 9.18 | 5,827 | 9.59 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 50,981 | 6.66 | 1,237 | 7.10 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 215,293 | 4.57 | 5 | 25.00 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 260,900 | 1.66 | 6,332 | 2.05 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,036 | 46.95 | 25 | 47.06 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 409,350 | 5.11 | 9,935 | 5.50 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 195,185 | 58.75 | 4,737 | 59.39 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26,000 | 0.00 | 631 | 0.48 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 35,000 | 133.33 | 849 | 134.53 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 33,760 | -0.36 | 819 | 0.00 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 628 | 0.00 | 15 | 0.00 |
