Mga Batayang Estadistika
| Pemilik Institusional | 519 total, 516 long only, 0 short only, 3 long/short - change of 13.76% MRQ |
| Alokasi Portofolio Rata-rata | 0.2967 % - change of 33.71% MRQ |
| Saham Institusional (Jangka Panjang) | 97,395,730 (ex 13D/G) - change of 20.98MM shares 27.46% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,970,324 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares International Select Dividend ETF (US:IDV) memiliki 519 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 97,395,730 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Gallagher Fiduciary Advisors, LLC, Morgan Stanley, Envestnet Asset Management Inc, Ameriprise Financial Inc, Wells Fargo & Company/mn, Mercer Global Advisors Inc /adv, UBS Group AG, Bank of New York Mellon Corp, and LPL Financial LLC .
Struktur kepemilikan institusional iShares Trust - iShares International Select Dividend ETF (BATS:IDV) 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 36.37 / share. Previously, on September 6, 2024, the share price was 29.32 / share. This represents an increase of 24.05% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | CVA Family Office, LLC | 432 | 2.37 | 15 | 7.69 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 40,240 | 1,389 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 64,147 | 33.81 | 2,214 | 48.82 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 42,170 | 33.15 | 4 | |||||
| 2025-05-14 | 13F | BancorpSouth Bank | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 521,042 | -1.30 | 17,981 | 9.81 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 24,685 | 903 | ||||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 12,265 | 0.00 | 423 | 11.32 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 17,498 | 0.00 | 604 | 11.25 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 450 | 0.00 | 16 | 15.38 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 11,066 | 6.59 | 382 | 18.32 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 6,848 | 1.60 | 236 | 12.92 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 17,360 | 0.07 | 599 | 11.34 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8,698 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7,079 | 3.72 | 244 | 15.64 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 19,756 | 682 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15,046 | -1.87 | 519 | 9.26 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 21,062 | 2.83 | 727 | 14.33 | ||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 1,094 | 2.34 | 38 | 12.12 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 16,000 | -28.57 | 552 | -20.46 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 36,124 | 13.08 | 1,264 | 27.58 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 368,174 | 27.42 | 12,706 | 41.75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28,379 | 135.12 | 989 | 164.44 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 182,442 | 1.22 | 6,296 | 12.61 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 18,756 | 6.88 | 647 | 18.93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 805 | -14.63 | 28 | -6.90 | ||||
| 2025-08-04 | 13F | Balentine LLC | 64,150 | 4.33 | 2,214 | 16.05 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 4,573 | -2.85 | 158 | 7.53 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 416 | 106.97 | 14 | 133.33 | ||||
| 2025-05-02 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 12,081 | -0.02 | 417 | 11.23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11,300 | -50.44 | 390 | -44.98 | |||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 2 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 32,218 | -2.93 | 1,112 | 7.97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 388,424 | 13,405 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 23,100 | 38.32 | 797 | 53.86 | |||
| 2025-08-13 | 13F | Summit Financial, LLC | 15,612 | -4.23 | 539 | 6.53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 6,230 | 215 | ||||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 53,532 | 26.32 | 1,847 | 40.56 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 7,200 | 0.00 | 248 | 11.21 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4,100 | 0.00 | 141 | 11.02 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 67,193 | 2.88 | 2,319 | 14.47 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 63 | 2 | ||||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 17,278 | 0.00 | 596 | 11.40 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 214,017 | -5.67 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 15,074 | -42.01 | 520 | -35.48 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,814 | 0.00 | 63 | 10.71 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,534 | 156 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3,379 | 0.00 | 117 | 11.54 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,844 | -94.03 | 202 | 6,600.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13,089 | 26.44 | 452 | 40.50 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 7,152 | 5.86 | 247 | 17.70 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 884 | 14.66 | 31 | 25.00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 6,223 | 215 | ||||||
| 2025-08-08 | 13F | Creative Planning | 148,314 | 2.58 | 5,118 | 14.14 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3,546 | 0.00 | 122 | 11.93 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 19,365 | 4.82 | 668 | 16.58 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20,707 | 90.46 | 715 | 111.87 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 732,843 | 77.79 | 25 | 108.33 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 89,553 | 2.25 | 3,091 | 13.77 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 185,853 | 460.24 | 6,414 | 523.23 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 188,584 | -2.54 | 6,578 | 9.58 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 139,139 | -1.73 | 4,802 | 9.31 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 59,077 | 0.59 | 2,039 | 11.92 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 27,922 | -8.88 | 1 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 68,056 | 7.70 | 2,349 | 19.80 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 22,473 | -21.85 | 776 | -13.12 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 23,941 | -5.23 | 826 | 5.49 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 30,213 | -32.61 | 1,043 | -25.04 | ||||
| 2025-07-18 | 13F | Community Bank & Trust, Waco, Texas | 9,897 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 67,014 | 2,333 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,331 | 3.86 | 357 | 15.58 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,590 | -0.46 | 158 | 10.49 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 16,386 | -3.52 | 565 | 7.41 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 628 | 0.00 | 22 | 10.53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 121,060 | -1.54 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24,490 | 120.71 | 845 | 145.64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 454,659 | -3.50 | 16 | 7.14 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4,861 | 168 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 109 | 1.87 | 4 | 0.00 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 46,205 | 72.43 | 1,595 | 91.82 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 33,217 | 32.87 | 1,146 | 47.87 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 13,655 | -0.01 | 471 | 11.35 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 504,393 | 10.54 | 17,407 | 22.98 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 11,514 | 0.00 | 397 | 11.20 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 17,715 | 9.93 | 612 | 22.44 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 281 | 0.00 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 53,241 | -2.57 | 1,837 | 8.38 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25,627 | 155.89 | 884 | 185.16 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3,808 | -2.36 | 131 | 9.17 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 28,786 | 0.00 | 993 | 11.32 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 74,645 | 2.12 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2,164 | 0.00 | 75 | 10.45 | ||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 18,810 | 0.00 | 583 | 13.20 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 3,344 | 0.00 | 115 | 11.65 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 154 | 5 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 222,794 | 0.68 | 7,689 | 12.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 38,544 | -25.95 | 1,333 | -17.41 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 31,627 | 0.00 | 1,091 | 11.21 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13,729 | 0.01 | 474 | 11.29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,058 | 0.13 | 382 | 11.40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,402,310 | 11.21 | 48,394 | 23.73 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 400,492 | -3.11 | 13,821 | 7.78 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 37,345 | 3.61 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1,036,004 | -3.85 | 35,752 | 6.97 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 31,250 | 2.84 | 1,078 | 14.44 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 129,838 | 0.00 | 4,028 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,054 | 2.09 | 0 | |||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 314,135 | 2.96 | 10,841 | 14.54 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,141,109 | 15.02 | 39,380 | 27.96 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 44,582 | 0.01 | 1,539 | 11.29 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 27,929 | -0.61 | 964 | 10.56 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 7,159 | 0.00 | 247 | 11.26 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 156,924 | -33.78 | 5,415 | -26.33 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12,135 | 418 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 7,532 | 14.89 | 260 | 27.59 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4,910 | -63.00 | 0 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 30,993 | 76.32 | 1,070 | 96.15 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 59,205 | -8.19 | 2,043 | 2.15 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 10,962 | 378 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 126,465 | 33.76 | 4,364 | 48.84 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 65,790 | 0.05 | 2,270 | 11.33 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 547 | 19 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 11,683 | 0.00 | 403 | 11.33 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 321,222 | 11,085 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 190 | 0.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 839,351 | -12.62 | 26,037 | -1.00 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 21,641 | 747 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1,925 | 0.00 | 66 | 11.86 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 26,383 | 910 | ||||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7 | 0 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 6,264 | 216 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 8,500 | 293 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6,140 | 212 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 16,600 | 573 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 11,938 | 11.14 | 412 | 23.42 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22,975 | 7.08 | 793 | 19.10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 363,566 | 45.46 | 12,547 | 61.82 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 11,409 | 0.51 | 394 | 11.65 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 110,876 | 3,826 | ||||||
| 2025-07-25 | 13F | Avion Wealth | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 80,252 | -64.15 | 2,769 | -60.12 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,396 | 0.00 | 48 | 11.63 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 23,620 | 815 | ||||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 80,218 | 2,595.50 | 2,875 | 3,025.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 540,286 | 5.28 | 18,645 | 17.12 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 17,895 | -32.57 | 618 | -25.03 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 93,224 | 3,217 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 432,992 | 66.92 | 15 | 75.00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 6,291 | 217 | ||||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 30,510 | 1,053 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 10,053 | 0.00 | 347 | 11.25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 538,766 | 3.34 | 18,593 | 14.96 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 15,021 | 518 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,109,166 | 19.75 | 72,787 | 33.22 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 86,748 | 2.32 | 2,994 | 13.85 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 145,967 | -2.41 | 5,037 | 8.58 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 24,224 | 79.78 | 836 | 100.24 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2,732 | 2.59 | 94 | 27.03 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 18,065 | -9.86 | 623 | 0.32 | ||||
| 2025-04-30 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 20,747 | 27.34 | 716 | 41.58 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 5,683 | -0.35 | 196 | 11.36 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10,908 | 20.22 | 376 | 33.81 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 15,110 | -6.09 | 521 | 4.41 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 137,496 | -1.35 | 4,819 | 11.47 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4,064 | 0.87 | 140 | 12.90 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 50,776 | 6.29 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 39,784 | 0.00 | 1,373 | 11.26 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 5 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7,275 | 0.00 | 251 | 11.56 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 71,400 | -2.01 | 2,464 | 8.98 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10,049 | 18.57 | 347 | 32.06 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 23,226 | -2.30 | 802 | 8.68 | ||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 1,655 | 0.00 | 57 | 11.76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 115,165 | -9.10 | 3,974 | 1.15 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 23,590 | 814 | ||||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 11,994 | 0.00 | 414 | 11.02 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 245 | 0.00 | 8 | 14.29 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 65,770 | 2,270 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 147 | 5 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8,393 | -12.63 | 290 | -2.69 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 12,801 | 0.00 | 442 | 11.08 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 141 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 117,902 | -7.64 | 4,068 | 2.39 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 16,438 | 51.66 | 567 | 68.75 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1,521 | -0.52 | 52 | 10.64 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 6,507 | 229 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,254 | 0.72 | 43 | 13.16 | ||||
| 2025-08-14 | 13F | Comerica Bank | 255,951 | 1.71 | 8,833 | 13.16 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 114,428 | 3,872 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 17 | -81.91 | 1 | -100.00 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 186,276 | -21.46 | 6,428 | -12.63 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 400 | -46.95 | 14 | -43.48 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1,790 | 0.00 | 62 | 10.91 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 8,337 | 288 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,182 | 5.97 | 179 | 17.88 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 13,902 | 446.25 | 480 | 514.10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,417,221 | 15.84 | 428,518 | 28.87 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 92,477 | 21.58 | 3,191 | 35.27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19,721 | -13.05 | 681 | -3.27 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,317 | -18.84 | 80 | 1.28 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 884 | -14.59 | 31 | -6.25 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,907,986 | 9.23 | 100,370 | 21.54 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 23,609 | -20.80 | 815 | -11.90 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 11 | -72.50 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 679,779 | -0.87 | 23,459 | 10.29 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7,088 | 245 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 22,341 | 0.54 | 771 | 11.90 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8,594 | 297 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 16,175 | 114.92 | 558 | 139.48 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 16,690 | 576 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,463 | 0.00 | 50 | 11.11 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 17,374 | -5.84 | 600 | 4.72 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,019 | 0.25 | 139 | 11.29 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 41,457 | -1.57 | 1,493 | 10.59 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 44 | 2 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 35,423 | -8.98 | 1,222 | 1.24 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 15,614 | 539 | ||||||
| 2025-08-13 | 13F | bLong Financial, LLC | 75,956 | 2,622 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 17,697 | 1.00 | 611 | 12.34 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 372,690 | 12,862 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 122,002 | -6.82 | 4,210 | 3.67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 219,836 | 7,587 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5,038 | -7.39 | 174 | 2.98 | ||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 23,608 | 16.62 | 815 | 29.82 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1,869 | 0.00 | 64 | 12.28 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 76 | -41.54 | 3 | -50.00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 30,925 | 1,067 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 3,500 | 0.00 | 121 | 11.11 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1,173,562 | 0.73 | 40,499 | 12.06 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 28,412 | -4.08 | 981 | 6.75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 84,827 | -27.07 | 3 | -33.33 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 249,460 | 173.39 | 8,609 | 204.17 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 111,471 | -0.88 | 3,847 | 10.26 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 2,076 | 2.32 | 0 | |||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 16,968 | 117.20 | 610 | 146.56 | ||||
| 2025-08-07 | 13F | Commerce Bank | 75,007 | 3.96 | 2,588 | 15.69 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2,352 | 0.00 | 81 | 12.50 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 16,014 | 2.69 | 553 | 14.29 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 9,496 | -6.42 | 328 | 0.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24,340 | 25.26 | 840 | 39.37 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 10,087 | 0.00 | 348 | 11.54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 36,200 | -1.63 | 1,249 | 9.47 | |||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 22,510 | -8.53 | 777 | 1.70 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 712,151 | -27.78 | 24,576 | -19.66 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56,514 | 654.53 | 1,950 | 740.52 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 97,030 | 28.04 | 3,349 | 61.43 | ||||
| 2025-07-31 | 13F | United Community Bank | 1,884 | 0.00 | 65 | 12.07 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 38,661 | 0.00 | 1,334 | 11.18 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 726,495 | -18.18 | 25,071 | -8.97 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 14,486 | 17.15 | 500 | 30.29 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6,137 | 221 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5,876 | 0.00 | 203 | 10.99 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 151,000 | -0.47 | 5,211 | 10.73 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9,700 | -36.18 | 335 | -29.09 | |||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 42,212 | 8.41 | 1,457 | 20.63 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8,825 | -12.75 | 305 | -2.88 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6,796 | 235 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20,259 | -3.49 | 699 | 7.37 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,035 | 0.00 | 36 | 9.38 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 12,285 | 0.89 | 424 | 12.20 | ||||
| 2025-07-17 | 13F | SWS Partners | 10,843 | 0.58 | 374 | 11.98 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 13,740 | -0.31 | 474 | 11.01 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 61,923 | 0.91 | 2,137 | 12.24 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 263,912 | 9,108 | ||||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 159,873 | -12.12 | 5,517 | -2.23 | ||||
| 2025-07-10 | 13F | Security National Bank | 13,697 | 1.89 | 473 | 13.19 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 87,308 | -5.59 | 3,013 | 5.06 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 7,870 | 272 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10,273 | 9.00 | 355 | 21.23 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,097 | 0.00 | 38 | 8.82 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 71,043 | -8.67 | 2,452 | 1.62 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 309,264 | 31.89 | 10,673 | 46.73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 109,284 | 14.22 | 4 | 50.00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3,661 | 0.00 | 126 | 11.50 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 833 | 0.00 | 29 | 12.00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,075 | 0.00 | 37 | 12.12 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 33,634 | 9.11 | 1,161 | 21.34 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 771,213 | -2.20 | 26,615 | 8.80 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 6,353 | 219 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 126 | 4 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9,622 | 10.53 | 337 | 39.83 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 67,659 | -5.68 | 2,335 | 4.90 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 7,560 | 7.51 | 261 | 19.27 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7,678 | 0.34 | 265 | 11.39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 756,009 | 31.28 | 26,090 | 46.05 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6,220 | 215 | ||||||
| 2025-05-09 | 13F | Argent Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 246,532 | 1.60 | 8,508 | 13.03 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 180 | 0.00 | 6 | 20.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8,031 | 0.40 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 24 | 9.09 | 1 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 6,063 | -8.74 | 209 | 1.46 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 8,560 | 1.54 | 295 | 28.26 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 600 | 21 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 6,106 | 211 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,121 | -9.97 | 73 | 0.00 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 71,829 | 2,479 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6,290 | -35.61 | 217 | -18.73 | ||||
| 2025-07-10 | 13F | Stolper Co | 36,691 | 0.10 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 10,482 | 2.17 | 362 | 13.52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,355 | 66.87 | 47 | 84.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14,536 | 13.74 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 7,500 | -9.09 | 259 | 1.18 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 43,125 | 1,488 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 24,991 | 1.38 | 862 | 12.83 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 254,611 | -11.35 | 8,787 | -1.38 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 500 | 0.00 | 17 | 13.33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7,519 | -34.31 | 259 | -27.04 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 155,640 | 2.38 | 5,371 | 13.91 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 23,850 | -2.05 | 823 | 9.01 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 229,452 | 12.03 | 7,918 | 24.63 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 12,677 | -13.67 | 437 | -3.96 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 30,334 | -0.13 | 1,047 | 11.04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 73,559 | 232.00 | 2,539 | 269.43 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 9,332 | -46.98 | 322 | -40.92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,625,868 | 31.78 | 56,109 | 46.60 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 10,210 | 16.74 | 352 | 29.89 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 92,653 | -1.97 | 3,197 | 9.08 | ||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 19,358 | 33.92 | 668 | 49.11 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 16,490 | -13.64 | 569 | -3.89 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,834,900 | 5.65 | 97,832 | 17.54 | ||||
| 2025-04-24 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 746,664 | 3.07 | 25,767 | 14.67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 196,702 | 12.33 | 6,788 | 24.96 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 2,000 | 69 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 670,913 | 21.72 | 22,870 | 33.73 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22,197 | -17.05 | 766 | -7.71 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,919,999 | 11.16 | 66,259 | 23.66 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 148,556 | 5.00 | 5,127 | 16.82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 407 | 2.26 | 14 | 16.67 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1,489 | 0.00 | 51 | 10.87 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 9,083 | -12.02 | 313 | -2.19 | ||||
| 2025-05-02 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 25,289 | -30.07 | 873 | -22.21 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 84,395 | 4,521.85 | 2,913 | 5,100.00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 677 | 0.00 | 23 | 9.52 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 29,784 | 2.06 | 1,028 | 13.48 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 665 | 0.00 | 23 | 10.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 219,804 | 23.56 | 7,579 | 36.54 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,262 | 0.00 | 44 | 10.26 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8,192 | -2.66 | 283 | 8.05 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,376 | 22.76 | 220 | 36.65 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 12,640 | 0.00 | 436 | 11.22 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 100 | 33.33 | 3 | 50.00 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 33,103 | -2.23 | 1,142 | 8.76 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 24,126 | 833 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 81,586 | 124.45 | 2,816 | 149.78 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20,404 | -4.42 | 704 | 6.34 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 66,613 | -8.71 | 2,299 | 1.55 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 27,835 | -1.85 | 961 | 9.22 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21,897 | 56.89 | 756 | 74.77 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 7,459 | 0.00 | 257 | 11.26 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8,985 | -0.83 | 310 | 10.32 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 1,403 | 0.00 | 48 | 9.09 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 3,280 | 113 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,689 | 58 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 39,737 | 2.43 | 1,371 | 13.97 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 13,006 | 39.56 | 449 | 55.02 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 841,599 | -3.83 | 29,044 | 6.99 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 11,925 | 0.45 | 412 | 11.68 | ||||
| 2025-08-12 | 13F | Barings Llc | 25,989 | 897 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 529,934 | 3.20 | 18,288 | 14.82 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 34,570 | -0.97 | 1,193 | 10.17 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,096 | -4.34 | 176 | 6.06 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 10,498 | 0.00 | 362 | 11.38 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 425,924 | 19.51 | 14,699 | 32.19 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 6,070 | 0.00 | 209 | 11.17 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 38,576 | 7.23 | 1,331 | 19.37 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,879 | 0.00 | 99 | 11.24 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 72,194 | -2.67 | 2,491 | 8.30 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 188,436 | -16.49 | 6,503 | -7.10 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 26,263 | 0.00 | 815 | 0.00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,580 | -3.66 | 55 | 8.00 | ||||
| 2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 1,232,000 | 37.19 | 42,516 | 52.63 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 9,880 | 100.00 | 341 | 122.22 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3,015 | 1.28 | 104 | 13.04 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 371,470 | 12,819 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 19,826 | 11.60 | 543 | -1.63 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 55,788 | 1.82 | 1,925 | 13.30 | ||||
| 2025-07-31 | 13F | City State Bank | 4,114 | 0.00 | 142 | 11.02 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1,504 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,759,213 | 39.67 | 129,730 | 55.39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91,688 | 32.25 | 3,164 | 47.16 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 329,412 | -2.24 | 11,368 | 8.76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 500 | 0.00 | 17 | 13.33 | ||||
| 2025-04-17 | 13F | Lockerman Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,947,824 | 1.12 | 137,315 | 13.00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 58,408 | -6.26 | 1,812 | 6.15 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 13,463 | 0.18 | 465 | 11.54 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 69,848 | -8.49 | 2,410 | 1.82 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 163 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 41,438 | -5.21 | 1,430 | 5.46 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 39,374 | 4.08 | 1,359 | 15.77 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6,300 | 217 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,100 | 38 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 17,147 | 14.43 | 592 | 27.37 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 113,032 | 4.87 | 3,901 | 16.66 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 500,000 | 0.00 | 17,255 | 11.25 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 37,113 | -6.30 | 1,281 | 4.23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,794,652 | 0.63 | 165,458 | 11.95 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 160 | 0.00 | 6 | 25.00 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8,973 | 3.38 | 310 | 14.87 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 18,974 | 1.09 | 655 | 12.37 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 41,332 | 147.08 | 1,426 | 175.29 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 97,619 | 0.39 | 3,369 | 11.67 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12,975 | 21.79 | 448 | 35.45 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,636 | 56 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 19,308 | 1.10 | 666 | 12.50 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 7,174 | 248 | ||||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 124,153 | 4,285 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 38,351 | 270.58 | 1,323 | 310.87 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 500 | 0.00 | 17 | 13.33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,296 | 0.00 | 217 | 24.71 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 56,210 | 1.12 | 1,940 | 12.47 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14,456 | -5.04 | 499 | 5.51 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24,535 | -0.25 | 847 | 11.02 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 13,517 | 46.54 | 466 | 62.94 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 14,801 | 1.77 | 511 | 13.08 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6,259 | 216 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2,750 | 0.00 | 95 | 10.59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 520 | -43.11 | 18 | -32.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 161,313 | 20.40 | 5,546 | 32.66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35,951 | 52.30 | 1,241 | 69.40 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 442,463 | 210.72 | 15,269 | 245.69 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 33,433 | -12.33 | 1,154 | -2.45 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2,000 | 0.00 | 69 | 11.29 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 14,642 | 63.40 | 505 | 82.31 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 72,871 | -2.43 | 2,515 | 8.55 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10,121 | 349 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 19,365 | 0.00 | 601 | 13.21 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 50,845 | -1.80 | 1,755 | 9.22 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 6,388 | 220 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Motco | 41,944 | -0.18 | 1,462 | 12.13 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 47,000 | 1,622 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 80,298 | 12.60 | 2,771 | 25.27 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 11,900 | 411 | ||||||
| 2025-07-23 | 13F | First Merchants Corp | 9,536 | -15.32 | 329 | -5.73 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,008 | 2.34 | 35 | 13.33 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 6,328 | 218 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 25,883 | 52.25 | 893 | 69.45 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 241,627 | 4.48 | 8 | 14.29 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 6,166 | 213 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 12,362 | 0.00 | 427 | 11.23 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 19,407 | -17.38 | 1 | |||||
| 2025-07-24 | 13F | MFA Wealth Services | 7,491 | 0.89 | 259 | 12.17 | ||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 9,860 | 0.00 | 340 | 11.48 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 60,234 | 72.82 | 2,079 | 92.23 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 45 | -87.39 | 2 | -90.91 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 883,947 | 5.31 | 30,505 | 17.16 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 463,440 | 15,993 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 95,455 | -0.68 | 3,294 | 10.50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 987,372 | 15.69 | 34,074 | 28.71 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 47,077 | 10.70 | 1,625 | 23.12 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 165,880 | 18.25 | 5,725 | 31.56 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 68,032 | -12.55 | 2,110 | -0.94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,017,165 | 0.84 | 242,162 | 12.19 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 11,250 | 27.12 | 388 | 41.61 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 14,248 | 0.00 | 492 | 11.34 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 37,000 | 0.00 | 1,277 | 11.25 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 40,411 | 4.51 | 1,395 | 16.26 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 34,417 | -0.92 | 1,188 | 10.21 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,899 | 66 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 8,657 | 299 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 683 | 2.55 | 24 | 15.00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1,500 | 52 | ||||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 6,290 | 227 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 46,175 | -7.04 | 1,593 | 3.44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,172 | 75 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 6,020 | -10.58 | 208 | -0.48 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 407,938 | 2,535.60 | 14,078 | 2,832.71 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 20,246 | -2.09 | 699 | 8.89 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 184,141 | 76.24 | 6,355 | 96.05 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 96,680 | 0.02 | 3,336 | 11.27 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 50 | 2 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 204,163 | -10.88 | 7,046 | -0.86 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 30,004 | 19.99 | 1 | |||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 12,652 | 2.33 | 437 | 13.84 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 119,250 | 519.48 | 4,115 | 589.28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 262,194 | 296.64 | 9,048 | 341.37 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 99,520 | 2.62 | 3,434 | 14.16 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 321,069 | 0.96 | 11,080 | 12.33 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 7,018 | 0.00 | 242 | 11.52 | ||||
| 2025-08-01 | 13F | Trust Investment Advisors | 6,400 | 221 | ||||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 50,897 | 1,804 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 749,392 | 25,862 | ||||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 40,240 | 20.74 | 1,389 | 34.37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 38,834 | -42.96 | 1,340 | -36.52 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 10,225 | 16.34 | 353 | 29.41 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 38,995 | -0.96 | 1,346 | 10.16 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2,211 | -6.63 | 76 | 4.11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 198,803 | 41.72 | 6,861 | 57.66 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Country Trust Bank | 100 | 3 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 14,120 | 487 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 7,650 | 0.00 | 264 | 11.39 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 296 | 2.07 | 10 | 25.00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 351,438 | -0.80 | 12,128 | 10.35 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18,544 | 1.38 | 640 | 12.70 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10,407 | -11.69 | 359 | -1.64 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 43,260 | 1 | ||||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 57,366 | 0.29 | 1,980 | 11.56 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 30,510 | 1,053 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 29,117 | 2.22 | 1,005 | 13.70 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 8,598 | 0.00 | 297 | 11.28 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 23,888 | 339.04 | 824 | 390.48 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 8,449,522 | 3,243.64 | 242 | -96.91 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 16,613 | 5.80 | 573 | 17.66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 244,714 | 4.81 | 8,445 | 16.61 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 75 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 45,554 | 8.97 | 1,572 | 21.30 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,192 | 0.70 | 248 | 12.22 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 7,180 | 248 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10,699 | 4.36 | 369 | 16.04 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 5,820 | 201 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 45 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 33,580 | -2.25 | 1,159 | 8.73 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 98,838 | 3.34 | 3,547 | 19.59 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 15,396 | -0.65 | 531 | 10.63 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26,208 | 2.10 | 904 | 13.57 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 79,138 | 15.80 | 2,731 | 28.88 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 39,236 | 1,217 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 2,081 | 0.00 | 72 | 10.94 | ||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 21,729 | -5.69 | 750 | 4.90 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 58,618 | -21.03 | 2,023 | -12.16 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 58,149 | -78.84 | 2,007 | -76.47 | ||||
| 2025-05-06 | 13F | Advisor OS, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 980 | 44.12 | 34 | 57.14 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 6,322 | 218 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 5 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,491,273 | 53.19 | 85,974 | 70.43 |
Other Listings
| MX:IDV |
