Mga Batayang Estadistika
| Pemilik Institusional | 332 total, 331 long only, 0 short only, 1 long/short - change of 2.77% MRQ |
| Alokasi Portofolio Rata-rata | 0.3185 % - change of -17.35% MRQ |
| Saham Institusional (Jangka Panjang) | 45,600,883 (ex 13D/G) - change of -1.28MM shares -2.73% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,827,772 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Global 100 ETF (US:IOO) memiliki 332 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 45,600,883 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Northwestern Mutual Wealth Management Co, Annex Advisory Services, LLC, Amplius Wealth Advisors, LLC, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, Envestnet Asset Management Inc, and UBS Group AG .
Struktur kepemilikan institusional iShares Trust - iShares Global 100 ETF (ARCA:IOO) 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 4, 2025 is 116.02 / share. Previously, on September 5, 2024, the share price was 94.77 / share. This represents an increase of 22.42% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | BlackRock, Inc. | 24,932,243 | 27,384,813 | 9.84 | 44.70 | 4.44 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 3,388 | 41.05 | 364 | 55.56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,681 | 0.00 | 181 | 13.84 | ||||
| 2025-08-13 | 13F | Capital International Investors | 18,604 | -31.39 | 2,001 | -23.31 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 6,052 | 31.37 | 652 | 47.18 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5,133 | 1.64 | 553 | 13.79 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 200 | 0.00 | 19 | -5.00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,838 | 0.71 | 198 | 13.14 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 102,854 | 31.86 | 11,089 | 47.64 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,786 | -0.04 | 1,163 | 11.95 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,988 | 2.00 | 1,077 | 14.23 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 14,926 | -3.72 | 1,609 | 7.84 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11,059 | 1,192 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 9,206 | -7.39 | 993 | 3.66 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9,384 | 0.07 | 1,012 | 12.08 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 1,550 | 167 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 51 | 0.00 | 6 | 25.00 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2,947 | 0.00 | 323 | 14.13 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 133,147 | 1.70 | 14,355 | 13.87 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3,904 | -42.00 | 421 | -35.19 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 745 | -31.96 | 80 | -23.81 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Sfm, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11,567 | 10.35 | 1,247 | 23.59 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10,172 | -18.23 | 1,138 | -5.72 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5,106 | 0.00 | 550 | 12.02 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 93,779 | 2.90 | 10,110 | 15.21 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 29,970 | -92.32 | 3,231 | -91.40 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10,775 | 60.10 | 1,162 | 79.17 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84,254 | -29.76 | 9 | -18.18 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 275,466 | -39.51 | 29,702 | -32.46 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3,350 | -8.19 | 361 | 2.85 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10,572 | 0.00 | 1,140 | 12.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,901 | -2.54 | 852 | 9.10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 146,056 | -0.84 | 15,964 | 12.56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 180,405 | -7.94 | 19 | 5.56 | ||||
| 2025-05-06 | 13F | Ignite Planners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 27,906 | -51.54 | 3,009 | -45.75 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2,359 | 0.00 | 254 | 11.89 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3,024 | -43.72 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12,650 | 5.89 | 1,364 | 18.52 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 50,415 | -0.98 | 5 | 25.00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 12,786 | -2.18 | 1,378 | 9.54 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 | 0.00 | 45 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 67,016 | -0.78 | 7,207 | 10.91 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 136,777 | 8.15 | 14,746 | 21.09 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 845 | 0.00 | 91 | 12.35 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 704 | 76 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 106,283 | -12.02 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 364,458 | -0.12 | 39,292 | 11.83 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 657 | 0.61 | 75 | 17.46 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 140 | 141.38 | 15 | 200.00 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 12,770 | 0.00 | 1,377 | 11.96 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3,513 | 0.69 | 379 | 12.84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 100,589 | -12.82 | 10,844 | -2.39 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 14,880 | -5.81 | 1,661 | 9.20 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 16,694 | 24.08 | 1,800 | 38.92 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5,644 | -51.85 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40,355 | 0.00 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 552 | 120.80 | 59 | 145.83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 277,641 | 876.44 | 29,932 | 993.61 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 2,000 | 216 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5,331 | -3.32 | 575 | 8.30 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 5,984 | 0.00 | 645 | 11.98 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 29,541 | 12.92 | 3,185 | 26.45 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 2,983 | -33.87 | 322 | -26.04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,057 | -95.59 | 330 | -95.07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,242 | -2.73 | 781 | 8.94 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5,399 | 582 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14,567 | 0.61 | 1,571 | 12.63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22,807 | -5.75 | 2,459 | 5.49 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 29,364 | 233.83 | 3,166 | 274.11 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8,254 | 0.00 | 890 | 11.96 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 18,933 | -0.96 | 2 | 100.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 351 | -91.52 | 38 | -91.13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 85,102 | 1.97 | 9,175 | 14.16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19,839 | -59.59 | 2,139 | -54.77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4,235 | 0.00 | 457 | 12.04 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 21,389 | 8.83 | 2,306 | 21.83 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 290 | 18.93 | ||||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 48,083 | -3.35 | 5,184 | 8.20 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 77,301 | -1.17 | 8,334 | 10.65 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 10 | 0 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 3,656 | 0.00 | 352 | -5.63 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 800 | 0.00 | 86 | 11.69 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 203 | 0.00 | 22 | 10.53 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 14,154 | 21.94 | 1,526 | 36.53 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 8,529 | 1 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 5,430 | 0.00 | 585 | 12.07 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 446 | 0.00 | 48 | 14.29 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 88,161 | 9,505 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 420 | 45 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 163,667 | -13.31 | 17,627 | -3.05 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,959 | 0.02 | 535 | 11.95 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 3,216 | 288 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 44,950 | -4.72 | 4,846 | 6.30 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 4,122 | 53.46 | 444 | 72.09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,162 | -36.95 | 233 | -29.39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,476 | -3.42 | 375 | 8.09 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 16,800 | 0.00 | 1,811 | 12.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11,138 | -25.68 | 1,201 | -16.84 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 47 | -2.08 | 5 | 25.00 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2,273 | 0.00 | 245 | 12.39 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 24,225 | 3.21 | 2,612 | 15.53 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 5,496 | 9.26 | 593 | 22.31 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3,737 | 403 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,608 | 0.00 | 281 | 11.95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 38,565 | -34.07 | 4,158 | -26.19 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 200 | 0.00 | 22 | 10.53 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3,395 | 366 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 45,245 | 0.00 | 4,878 | 11.96 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 14,291 | 49.96 | 1,541 | 67.94 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3,645 | -1.62 | 393 | 10.11 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3,349 | -0.86 | 361 | 11.08 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 93,516 | -42.12 | 10,082 | -35.20 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,000 | 216 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 3,160 | 341 | ||||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 2,141 | 0.66 | 207 | 8.42 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 4,204 | 0.00 | 453 | 12.13 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 65,676 | 3.99 | 6,753 | 5.02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 159,133 | -9.52 | 17,156 | 1.31 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4,916 | -7.07 | 530 | 3.93 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 4,245 | 458 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 156 | 0.00 | 17 | 6.67 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 12,489 | 0.00 | 1,238 | 0.00 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 7,644 | 845 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4,181 | 0.00 | 451 | 11.94 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 107 | -89.89 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 833,249 | 1.66 | 89,833 | 13.82 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 156 | 15 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 316 | 0.00 | 34 | 13.33 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29,022 | 12.18 | 3,130 | 25.61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,797 | -8.02 | 409 | 3.02 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 99 | 11 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 18,575 | 2,003 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,141 | -4.66 | 878 | 6.69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 387,294 | 11.73 | 41,754 | 25.10 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 21,385 | 1.31 | 2,299 | 12.81 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 6,518 | 0.00 | 703 | 11.96 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 19,536 | -45.75 | 2,106 | -39.26 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 164 | 18 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 48,879 | -52.45 | 5,270 | -46.71 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 19,587 | -1.04 | 2,112 | 10.81 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 6,863 | -13.15 | 740 | -2.76 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 18,502 | 5.32 | 1,995 | 17.92 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 37,920 | -1.15 | 4,088 | 10.70 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 49,305 | -57.45 | 5 | -54.55 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 3,693 | -93.88 | 400 | -93.11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 226 | -21.80 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4,510 | 10,638.10 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 110 | 0.00 | 12 | 10.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,065 | 1.16 | 330 | 13.40 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 17,398 | -2.24 | 1,876 | 9.46 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 3,116 | 0.00 | 336 | 11.67 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,324 | 1.01 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3,919 | 29.38 | 377 | 23.61 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,996 | -2.73 | 323 | 8.78 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 80 | 0.00 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100,440 | -0.41 | 10,828 | 11.50 | ||||
| 2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 8,482 | 13.94 | 914 | 27.65 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 4,922 | -0.10 | 531 | 11.81 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 177,302 | -1.27 | 19,115 | 10.54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 117,329 | -4.34 | 12,649 | 7.10 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8,504 | 0.00 | 917 | 11.98 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 26,355 | -1.19 | 2,841 | 10.63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 914,560 | -2.32 | 98,599 | 9.37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 243,804 | -12.57 | 26 | 0.00 | ||||
| 2025-07-21 | 13F | Whelan Financial | 37,471 | -17.77 | 4,040 | -7.93 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8,115 | 1.17 | 875 | 13.21 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,026 | 338.46 | 111 | 400.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 49,134 | -0.17 | 5,297 | 11.77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 918,852 | 2.01 | 99,062 | 14.21 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 6,469 | -1.93 | 697 | 9.76 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 6,356 | -29.71 | 685 | -21.26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 652,089 | 1.29 | 70,302 | 13.41 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 43,120 | -2.16 | 4,649 | 9.55 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 3,220 | 0.00 | 347 | 11.94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 204 | 0.00 | 22 | 15.79 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 7,800 | 0.00 | 841 | 11.85 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 338,163 | 4.77 | 36,457 | 17.31 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 26,826 | -1.85 | 2,892 | 9.92 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 25,978 | -1.38 | 2,801 | 10.41 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3,213 | -6.82 | 346 | 4.53 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 99,082 | -38.64 | 10,682 | -32.91 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6,774 | -82.85 | 730 | -80.80 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8,623 | -0.93 | 930 | 10.86 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,902,886 | -1.77 | 312,960 | 9.98 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 326 | 0.62 | 35 | 12.90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23,328 | 0.28 | 2,515 | 12.28 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 5,332 | -1.50 | 575 | 10.17 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 94,724 | -51.20 | 10,212 | -45.36 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 4,015 | -85.12 | 433 | -83.37 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 8,037 | -93.44 | 866 | -92.66 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Ascent Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 4,042 | 0.00 | 436 | 11.83 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,500 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 266 | 0.00 | 29 | 12.00 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 5,076 | 0.00 | 547 | 12.09 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,694 | 0.00 | 290 | 11.97 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 1,422,141 | 30.96 | 153,321 | 46.63 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 10,115 | 0.00 | 1,090 | 12.02 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 295 | 0.00 | 32 | 10.71 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 90 | 0.00 | 10 | 12.50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19,435 | 74.41 | 2,095 | 86.72 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3,413 | -2.37 | 368 | 9.23 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital World Investors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,258 | 2.05 | 2,507 | 14.27 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 39,066 | -0.68 | 4,212 | 11.20 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2,082 | 0.00 | 224 | 12.00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 14,173 | -1.41 | 1,528 | 10.33 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 2,716 | 1.31 | 293 | 13.18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 28,500 | 0.35 | 3,073 | 12.36 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 117,679 | 231.26 | 12,687 | 270.94 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3,867 | 5.25 | 417 | 17.85 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 22 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 94,439 | 50.52 | 10,181 | 68.53 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 42 | -66.40 | 5 | -66.67 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 277,577 | 0.97 | 29,926 | 13.06 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 240 | 605.88 | 26 | 733.33 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1,932 | 208 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 88 | 0.00 | 9 | 12.50 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 178 | 0.00 | 19 | 11.76 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,640 | 0.11 | 392 | 12.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,163 | 0.05 | 233 | 12.02 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 357 | -43.87 | 38 | -37.70 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 145,411 | -2.34 | 15,677 | 9.34 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 158,151 | 0.48 | 17,046 | 12.49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,001 | -6.92 | 539 | 4.26 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14,444 | -9.74 | 1,557 | 1.10 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 34,698 | 0.00 | 3,741 | 11.94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,001 | -28.96 | 108 | -10.08 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2,714 | -8.43 | 293 | 2.46 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,605 | 389 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2,550 | -7.10 | 275 | 3.79 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 3,100 | 0.00 | 334 | 12.08 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 3,388 | 83.33 | 365 | 106.21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,623 | 2.59 | 175 | 9.43 | ||||
| 2025-05-06 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2,263 | 0.67 | 259 | 19.44 | ||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 299,842 | 5.98 | 32,327 | 18.65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23,668 | 29.16 | 2,552 | 44.61 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 12,608 | 2.61 | 1,359 | 14.88 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 230 | 0.00 | 25 | 9.09 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 4,610 | 0.00 | 497 | 12.19 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 2,000 | 216 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 7,673 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 55,009 | -6.00 | 5,931 | 5.24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2,686 | -26.57 | 290 | -17.90 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 4,500 | 0.00 | 485 | 12.01 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 22,030 | -15.35 | 2,375 | -5.19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 117,856 | -8.58 | 12,706 | 2.36 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,194 | 0.59 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 439 | 0.00 | 47 | 11.90 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 41,132 | -1.89 | 4,434 | 9.83 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 16 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 362,722 | -5.28 | 39,105 | 6.05 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 404 | 0.00 | 44 | 13.16 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11,345 | 3.09 | 1,223 | 15.49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6,163 | 58.43 | 664 | 77.54 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 276 | 0.00 | 30 | 11.54 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1,116,281 | -3.27 | 120,338 | 8.29 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15,036 | 4.47 | 1,621 | 17.04 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 34,538 | -0.37 | 3,723 | 11.57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8,349 | -49.94 | 901 | -43.86 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 963 | 0.00 | 104 | 11.96 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9,208 | -5.87 | 993 | 5.42 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4,317 | 872.30 | 435 | 935.71 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 51 | -15.00 | 5 | 0.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 72 | -12.20 | 8 | -12.50 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | -78.34 | 12 | -76.47 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 117,530 | -1.03 | 12,671 | 10.81 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 12,155 | -92.78 | 1,310 | -91.92 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 2,053 | 221 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3,299 | -15.82 | 356 | -5.84 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 84,221 | 2.61 | 9,061 | 14.74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 86,017 | 15.90 | 9,250 | 29.57 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2,464 | 266 | ||||||
| 2025-04-25 | 13F | WestEnd Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 30,276 | 1.15 | 3,264 | 9.13 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2,185 | 0.00 | 236 | 11.90 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 14,460 | 6.22 | 1,559 | 18.93 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 3,317 | 0.00 | 358 | 11.91 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 4,052 | -5.33 | 437 | 5.83 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 2,456 | 0.70 | 276 | 17.52 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 3,687 | 0.00 | 398 | 11.83 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 103,230 | -6.17 | 11,129 | 5.06 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2,570 | 0.00 | 277 | 12.15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 372 | 0.00 | 40 | 14.29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,190 | 0.00 | 128 | 12.28 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 5,000 | 0.00 | 539 | 12.06 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,330 | 7.89 | 1,437 | 20.86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 316,947 | 0.01 | 34,170 | 11.98 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27,385,813 | -0.09 | 2,952,464 | 11.86 | ||||
| 2025-08-08 | 13F | Donoghue Forlines LLC | 21,940 | 2,365 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 66,924 | -1.22 | 7,215 | 10.61 | ||||
| 2025-08-28 | NP | GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A | 20,099 | 2,167 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44,234 | 3.76 | 4,769 | 16.15 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 300 | 0.00 | 32 | 14.29 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 316 | 0.00 | 34 | 13.33 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 3,272 | 0.71 | 353 | 12.82 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 96,365 | 3.85 | 10,389 | 16.27 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,846 | 178.25 | 630 | 211.88 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 596 | 0.68 | 64 | 14.29 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 8,800 | -0.60 | 949 | 11.27 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 3,230 | 0.00 | 348 | 11.90 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3,768 | -57.04 | 0 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 3,195 | 14.23 | 344 | 27.88 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4,400 | -29.67 | 474 | -21.26 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2,348 | 0.00 | 253 | 11.95 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 19 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 2,909 | -33.52 | 314 | -25.65 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3,286 | 0.00 | 354 | 12.03 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 180 | 0.00 | 19 | 11.76 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 37,217 | 4,012 | ||||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 2,240 | 0.00 | 241 | 12.09 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6,520 | 703 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 2,362 | -4.14 | 255 | 7.17 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1,990 | 0.00 | 215 | 12.04 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 56 | 6 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 35,189 | -47.72 | 3,794 | -41.47 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,583 | 18.67 | 494 | 33.15 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,593 | 259.30 | 387 | 303.13 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 1,090 | 0.00 | 118 | 12.50 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 2,103 | -4.58 | 227 | 6.60 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 10,062 | 0.00 | 1,085 | 11.98 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2,219 | 0.00 | 239 | 12.21 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2,251 | 0.63 | 243 | 12.56 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 362 | 39 | ||||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 18,880 | -4.07 | 2,035 | 7.44 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Creekside Partners | 13,441 | 0.00 | 1,449 | 11.98 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | -58.33 | 1 | -100.00 | ||||
| 2025-05-14 | 13F | Northstar Financial Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 156 | 17 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,260 | -11.27 | 136 | -0.74 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 49,314 | -3.36 | 5,317 | 8.20 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5,399 | -6.14 | 520 | -10.36 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 2,452 | 0.00 | 264 | 11.86 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,455 | -0.19 | 1,127 | 11.81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19,035 | 1.68 | 2,052 | 13.87 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9,196 | 991 | ||||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,517 | -16.18 | 595 | -6.16 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 57,610 | 7.70 | 6,211 | 20.58 |
