Mga Batayang Estadistika
| Pemilik Institusional | 760 total, 760 long only, 0 short only, 0 long/short - change of 0.79% MRQ |
| Alokasi Portofolio Rata-rata | 1.2814 % - change of -13.83% MRQ |
| Saham Institusional (Jangka Panjang) | 749,123,627 (ex 13D/G) - change of -7.80MM shares -1.03% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 32,098,682 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Core Total USD Bond Market ETF (US:IUSB) memiliki 760 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 749,123,627 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, Jones Financial Companies Lllp, BlackRock, Inc., LPL Financial LLC, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Morgan Stanley, Jpmorgan Chase & Co, Cwm, Llc, and AOR - iShares Core Growth Allocation ETF .
Struktur kepemilikan institusional iShares Trust - iShares Core Total USD Bond Market ETF (NasdaqGM:IUSB) 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 46.64 / share. Previously, on September 9, 2024, the share price was 47.09 / share. This represents a decline of 0.96% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-17 | BlackRock, Inc. | 61,578,786 | 49,588,214 | -19.47 | 6.90 | -20.69 |
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.
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 5,208 | 240 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 73,175 | 7.13 | 3,383 | 7.47 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 8,156 | -14.23 | 377 | -13.93 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 102,244 | -0.49 | 4,727 | -0.17 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 11,797 | -25.13 | 545 | -24.93 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 91 | 0.00 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 85 | 0.00 | 4 | 0.00 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 9,358 | 0.00 | 433 | 0.23 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 317 | 0.63 | 15 | 0.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7,886 | -0.22 | 365 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,005 | -14.39 | 139 | -14.29 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 12,867 | 595 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 5,221 | -16.16 | 241 | -15.73 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 276,719 | 1.94 | 12,793 | 2.27 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5,043 | 233 | ||||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 311,493 | 0.49 | 14,400 | 1.09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,104,642 | 1.18 | 189,758 | 1.51 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 380,978 | -16.40 | 17,613 | -16.13 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 139,587 | -5.85 | 6,452 | -5.55 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 727 | -99.03 | 34 | -99.04 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | 0 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20,888 | 24.47 | 966 | 24.84 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 601,013 | 2.86 | 27,785 | 3.23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 66,774,459 | 7.04 | 3,076,995 | 7.27 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 10,635 | -12.76 | 492 | -12.48 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 34,642 | 1,601 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3,368 | 2.65 | 156 | 3.33 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 37,476 | -18.77 | 1,733 | -18.53 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 19,232 | 28.86 | 889 | 29.40 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 188,144 | 0.03 | 8,698 | 0.36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10,426,975 | -4.27 | 482 | -3.79 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 56,348 | -0.10 | 2,605 | 0.19 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4,696 | 0.00 | 217 | 0.46 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 35,725 | 5.65 | 1,652 | 5.97 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 312,300 | -27.66 | 14,438 | -27.43 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11,724 | -81.55 | 542 | -81.48 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1,086 | -3.38 | 50 | -1.96 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 130,898 | -1.12 | 6,051 | -0.79 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 187,459 | 0.15 | 8,638 | 1.84 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 23,318 | -7.27 | 1,078 | -6.99 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 143,682 | -23.62 | 6,632 | -23.54 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 6,152 | 0.49 | 284 | 0.71 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 249,754 | 12.79 | 11,546 | 13.16 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 20,576 | -0.60 | 951 | -0.21 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 597,488 | 26.64 | 27,622 | 27.05 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 25,183 | -11.26 | 1,164 | -10.94 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4,356 | -4.85 | 201 | -4.29 | ||||
| 2025-08-07 | 13F | PFG Advisors | 307,034 | 1.81 | 14,194 | 2.14 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 233,509 | 16.63 | 10,795 | 17.02 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 40,895 | -13.94 | 1,891 | -13.66 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 55,610 | -17.10 | 2,571 | -16.83 | ||||
| 2025-05-05 | 13F | Mosaic Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 54,029 | -96.54 | 2 | -97.18 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 47,236,444 | -1.69 | 2,183,741 | -1.37 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 6,441 | 298 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 42,249 | 12.55 | 1,953 | 12.96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 319,266 | 8.42 | 14,760 | 8.77 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 36,476 | 15.20 | 1,686 | 15.64 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,115 | -13.30 | 51 | -12.07 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II | 180,525 | 0.68 | 8,346 | 1.00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 912,958 | 0.79 | 42,206 | 1.12 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 71 | -80.76 | 3 | -82.35 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12,888 | 3.33 | 596 | 3.66 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1,148,897 | -1.87 | 53,114 | -1.55 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 101,388 | 18.49 | 4,687 | 18.90 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 6,628 | -66.93 | 306 | -66.85 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 287,827 | 2.23 | 13 | 8.33 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 24,880 | -16.52 | 1,150 | -16.24 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1,735 | 0.00 | 80 | 1.27 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 75,850 | -2.03 | 3,506 | -1.54 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 293,148 | -6.62 | 13,552 | -6.32 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,558 | 2.09 | 442 | 2.55 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 955,781 | -9.06 | 44,186 | -8.77 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 351,519 | -17.62 | 16,075 | -17.28 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 32,048 | 8.31 | 1,482 | 10.77 | ||||
| 2025-04-11 | 13F | Harbor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Snider Financial Group | 6,349 | -1.46 | 294 | -1.01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1,666 | 233.87 | 77 | 245.45 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 338,214 | -4.44 | 15,636 | -4.13 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 166,852 | -2.70 | 7,714 | -2.39 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6,224 | -14.62 | 288 | -14.33 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 70,455 | -0.47 | 3,257 | -0.12 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24,317,154 | 5.79 | 1,124,182 | 6.13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,284,516 | -3.99 | 383 | -3.78 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 260,429 | 4.68 | 12,040 | 5.02 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 74,588 | -12.59 | 3,448 | -12.31 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 37,627 | -36.44 | 1,739 | -36.23 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 7,665 | 354 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 334,804 | -12.87 | 15,478 | -12.59 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 514,749 | 2.57 | 23,797 | 2.91 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 33 | 0.00 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 167,714 | 7,753 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 101,364 | -9.59 | 4,686 | -7.90 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 426,077 | 2.62 | 20 | 0.00 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 13,311 | -22.12 | 615 | -21.86 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 42,901 | 208.09 | 1,983 | 209.36 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5,594 | -9.01 | 259 | -8.83 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 126,420 | -20.41 | 5,844 | -20.12 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 30,075 | 1,390 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 173,821 | 4.60 | 8,024 | 6.17 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 24,320 | -4.37 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 574,665 | 5.21 | 26,567 | 5.55 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 13,264 | -80.52 | 613 | -80.46 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 17,927 | -4.49 | 829 | -4.17 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 18,371 | -10.79 | 849 | -10.44 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 15,088 | -44.15 | 697 | -43.97 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,334 | 0.00 | 62 | 0.00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,325,866 | 9.59 | 153,755 | 9.94 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 57,726 | 29.09 | 2,660 | 29.38 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 517,317 | 61.87 | 23,672 | 62.44 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 63,505 | 2.48 | 2,915 | 3.63 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 24,470 | -1.77 | 1,131 | -1.39 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1,969 | 0.00 | 91 | 1.11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8,218 | -4.00 | 0 | |||||
| 2025-07-21 | 13F | Stash Investments, LLC | 801,239 | 8.77 | 37,041 | 9.12 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 9,438 | -53.01 | 436 | -52.86 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 18,189 | -3.49 | 841 | -3.23 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1,142 | 0.00 | 53 | 0.00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 44 | -93.57 | 2 | -93.75 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 108,950 | 6.41 | 4,987 | 6.38 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9,352 | -31.73 | 432 | -31.70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 193,632 | -6.65 | 8,952 | -6.35 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 36,956 | -25.38 | 1,708 | -25.15 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 86,460 | -6.86 | 3,997 | -6.55 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 12,603 | 0.24 | 583 | 0.52 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 6,704 | 310 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5,351 | 2.10 | 247 | 2.49 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 25,024 | -3.00 | 1,157 | -2.69 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 7,818 | 0.00 | 361 | 0.28 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,427,474 | -0.28 | 65,992 | 0.05 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 12,133 | -8.15 | 561 | -7.89 | ||||
| 2025-08-08 | 13F | Creative Planning | 87,314 | -1.81 | 4,037 | -1.49 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 66,626 | -13.61 | 3,080 | -13.31 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 767 | 0.00 | 35 | 0.00 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 2,266,714 | -2.14 | 104,790 | -1.82 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 78,240 | 9.89 | 3,617 | 10.27 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 6,051 | 0.68 | 280 | 1.09 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 117,886 | -25.84 | 5,450 | -25.60 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 17,812 | 144.67 | 823 | 145.67 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 15,263 | 2.06 | 706 | 2.32 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 61,510 | 1.16 | 2,844 | 1.50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,559,213 | 9.35 | 72,082 | 9.71 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 81,412 | -12.51 | 3,764 | -12.22 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 531,374 | 6.94 | 24,565 | 7.29 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 284,800 | -0.67 | 13,166 | -0.35 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 25,874 | -1.01 | 1,196 | -0.66 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 3,266 | 0.00 | 151 | 0.00 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 19,062 | -33.57 | 881 | -33.36 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14,565 | -1.82 | 673 | -1.46 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 312 | -6.59 | 14 | -6.67 | ||||
| 2025-08-08 | 13F | Renasant Bank | 4,387 | -58.85 | 203 | -58.86 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 47,012 | -4.88 | 2,173 | -4.57 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10,985 | -21.36 | 508 | -21.15 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 122 | 0.00 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 13,371 | -18.40 | 618 | -18.15 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 6,624 | -0.39 | 306 | 0.00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7,626 | 6.52 | 353 | 6.99 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1,724 | 0.00 | 80 | 0.00 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 54,808 | -3.34 | 2,534 | -3.02 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 103,322 | -10.96 | 4,713 | -10.16 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 48,237 | 4.29 | 2,230 | 4.60 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 123,940 | -14.05 | 5,730 | -13.78 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 32,473 | -2.33 | 1,501 | -2.02 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 109,603 | 0.81 | 5,053 | 2.08 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 50,696 | -82.22 | 2 | -83.33 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 696,052 | -5.21 | 32,178 | -4.90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 25,110 | -7.46 | 1,161 | -7.20 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 19,286 | 1.14 | 888 | 1.14 | ||||
| 2025-04-15 | 13F | Strategic Equity Management | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Keudell/Morrison Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 22,221 | 0.10 | 1,027 | 0.49 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,185 | 30.22 | 55 | 31.71 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 30,099 | -18.70 | 1,392 | -18.42 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 12,452 | 82.07 | 576 | 82.54 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 21,911 | 334.05 | 1,013 | 336.21 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 18,220 | -41.92 | 842 | -41.73 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 797 | 0.00 | 37 | 0.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15,518 | 13.40 | 717 | 13.81 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 10,348 | 23.34 | 478 | 23.83 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 204,282 | -1.62 | 9,444 | -1.31 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 5,816 | -3.21 | 269 | -2.90 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 69,871 | -39.50 | 3 | -40.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3,957 | 0.56 | 183 | 2.82 | ||||
| 2025-06-23 | NP | AOK - iShares Core Conservative Allocation ETF | 8,316,348 | 3.99 | 382,968 | 5.36 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 246,054 | -17.49 | 11,375 | -17.22 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 78,146 | 25.76 | 3,613 | 26.16 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 13,815 | -0.22 | 636 | -0.16 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,754 | 0.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55,841 | -20.05 | 2,582 | -19.79 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 632,077 | 72.81 | 29,221 | 73.37 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 49,863 | -29.99 | 2,305 | -29.77 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 164 | 8 | ||||||
| 2025-07-09 | 13F | Finley Financial, LLC | 2,700 | 0.00 | 125 | 0.00 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 25,736 | 0.00 | 1,190 | 1.80 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 896,113 | 1.68 | 41,427 | 2.01 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,156,944 | -6.52 | 192,176 | -6.22 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 41,932 | -1.67 | 1,939 | -1.32 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 3,636 | 0.00 | 168 | 0.60 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 10 | 0 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,230 | 2.12 | 334 | 2.45 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 71,160 | 94.95 | 3,270 | 98.60 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2,243 | 171.55 | 104 | 171.05 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 18,081 | 1.87 | 836 | 2.20 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 169,427 | 55.77 | 7,833 | 56.26 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11,882 | -4.01 | 549 | -3.68 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 40,302 | 3.83 | 1,863 | 4.19 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 2,510 | 0.00 | 116 | 0.87 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1,500,468 | 5.82 | 69,367 | 6.16 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 34,642 | -19.39 | 1,601 | -19.14 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,809 | 65.53 | 130 | 65.38 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12,914 | -17.29 | 597 | -16.97 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6,949 | 321 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 4,187 | 194 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6,370 | -11.29 | 294 | -10.91 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 11,147 | -49.61 | 515 | -49.46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,333,624 | 30.45 | 61,653 | 30.88 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 6,051 | -0.16 | 280 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 91,637 | 2.61 | 4,236 | 2.94 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 123,929 | -20.53 | 5,729 | -20.28 | ||||
| 2025-08-25 | NP | VEGA - AdvisorShares STAR Global Buy-Write ETF | 248,812 | 0.00 | 11,503 | 0.32 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,089 | -5.30 | 50 | -5.66 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 427,258 | -0.12 | 19,752 | 0.20 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 4,964 | 0.00 | 229 | 0.44 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10,100 | 77.32 | 467 | 77.86 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 | -99.78 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 149,453 | 159.32 | 6,909 | 160.23 | ||||
| 2025-04-10 | 13F | Matrix Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 15,378 | 711 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 600 | -72.03 | 28 | -71.87 | ||||
| 2025-05-13 | 13F | Sequent Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 59,608 | 0.00 | 2,756 | 0.33 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 16,450 | 0.00 | 760 | 0.26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5,835 | 1.64 | 270 | 1.89 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 526,160 | 10.50 | 24,324 | 10.86 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 158,739 | -5.45 | 7,339 | -5.14 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 17,901 | 4.85 | 828 | 5.22 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 261,011 | 1.66 | 12,067 | 1.99 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,374 | 0.00 | 64 | 0.00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,440 | 113 | ||||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 8,811 | 407 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 39,215 | -18.90 | 1,813 | -18.67 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1,200,349 | -10.18 | 55,492 | -9.89 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 687,180 | -0.46 | 31,768 | -0.14 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 65,038 | 4.42 | 2,997 | 6.43 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 659 | -77.01 | 30 | -77.27 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 58,749 | 7.25 | 2,716 | 7.57 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 264 | 12 | ||||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 22,258 | 26.28 | 1,029 | 26.60 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 116,215 | 18.67 | 5,367 | 19.19 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 80,793 | -11.22 | 3,735 | -10.92 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 382,480 | -19.92 | 17,682 | -19.66 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 6,413 | -53.33 | 295 | -53.40 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 18,432 | 852 | ||||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 30,253 | -5.13 | 1,394 | -3.26 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 21,099 | -86.91 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 3,902 | 2.23 | 180 | 2.86 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28,753 | 11.88 | 1,329 | 12.25 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 91,163 | -31.90 | 4 | -33.33 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 43,408 | -49.73 | 2,007 | -49.59 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 236,764 | 601.54 | 10,946 | 642.03 | ||||
| 2025-07-17 | 13F | KWB Wealth | 451,007 | 77.00 | 20,782 | 80.45 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 29,564 | -11.27 | 1,367 | -11.01 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 369 | -25.15 | 17 | -22.73 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10,935,323 | 0.70 | 505,179 | 0.97 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 35,948 | 714.04 | 1,662 | 718.23 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 205 | 0.99 | 9 | 0.00 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8,930 | 0.00 | 413 | 0.24 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 4,751 | 0.00 | 218 | 0.00 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 247,280 | -3.19 | 11,350 | -3.57 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 8,502 | 0.00 | 393 | 0.26 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4,340,479 | -3.31 | 200,660 | -2.99 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 902,048 | 35.07 | 41,702 | 35.52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11,462 | 28.21 | 530 | 28.71 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,272,393 | 2.79 | 105,053 | 3.13 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 34,810 | 6.91 | 1,607 | 7.07 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 18,694 | 39.75 | 864 | 40.26 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sentinus, LLC | 180,299 | -8.69 | 8,335 | -8.39 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 198,537 | -12.02 | 9,178 | -11.73 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7,250 | 335 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 263 | 12 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,488,761 | 23.13 | 115,055 | 23.64 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 17,701 | -1.10 | 818 | -0.73 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,214 | -5.56 | 380 | -5.25 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 329,196 | -28.43 | 15,219 | -28.20 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 6,095 | -1.23 | 282 | -1.06 | ||||
| 2025-06-23 | NP | AOA - iShares Core Aggressive Allocation ETF | 8,175,752 | 2.58 | 376,493 | 3.93 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 49,395 | 0.20 | 2,284 | 0.53 | ||||
| 2025-07-31 | 13F | City State Bank | 10,852 | 7.80 | 502 | 8.21 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 26,054 | -3.86 | 1,204 | -3.53 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 576 | -3.19 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,107,652 | 87.82 | 51,443 | 89.71 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 18,943 | -10.35 | 876 | -10.07 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 53,461 | 26.68 | 2,472 | 27.11 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,812,870 | -7.88 | 130,039 | -7.58 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 36,948 | -10.23 | 1,708 | -9.92 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 2,435,816 | -9.56 | 112,608 | -9.27 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 245 | 0.00 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 55,725 | 5.63 | 2,576 | 6.01 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 547 | -50.00 | 25 | -50.00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 61,590 | -21.80 | 2,845 | -21.60 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 5,151 | -22.34 | 238 | -21.97 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 21,507 | 994 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,752,017 | -9.27 | 173,456 | -8.97 | ||||
| 2025-04-15 | 13F | Collier Financial | 1,739 | -99.31 | 80 | -99.30 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 358 | -13.32 | 17 | -15.79 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8,539 | -20.97 | 395 | -20.72 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 674,297 | -22.81 | 31,173 | -22.56 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 155,285 | -47.66 | 7,124 | -47.68 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 34,804 | -22.18 | 2 | -50.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,899 | -20.29 | 226 | -19.57 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 39,327 | -21.09 | 1,818 | -20.82 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 10,020 | -0.32 | 463 | 0.00 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 6,377 | 295 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 583,888 | -11.53 | 26,993 | -11.24 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11,024 | 20.85 | 510 | 21.19 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 4,381 | 172.62 | 201 | 173.97 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4,640 | -8.10 | 215 | -7.76 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 53,709 | -3.62 | 2,483 | -3.31 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5,089 | -9.93 | 235 | -9.62 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 128,665 | -1.16 | 5,948 | -0.83 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5,600 | 0.00 | 259 | 0.00 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 39,967 | -7.16 | 1,848 | -6.86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 80,477 | -9.27 | 3,720 | -8.98 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43,523 | -33.95 | 2,012 | -33.73 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 169,295 | -1.00 | 7,827 | 1.26 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3,377,749 | 3,595.69 | 999 | -76.30 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 11,830 | -10.62 | 547 | -8.70 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1,247,866 | -45.91 | 57,689 | -45.74 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 13,370 | 618 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 23,430 | 109.57 | 1,083 | 110.29 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 2,200 | 0.00 | 102 | 0.00 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 9,522 | 440 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5,314 | 246 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 24,565 | 0.20 | 1,136 | 0.53 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 30,664 | -5.50 | 1,418 | -5.22 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 1st Source Bank | 6,630 | 307 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1,129,771 | 20.50 | 52,229 | 20.90 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 55,067 | -5.16 | 2,546 | -4.86 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1,252,992 | 2.47 | 57,926 | 2.80 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 11,678 | 42.36 | 540 | 42.97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,292,860 | -3.22 | 59,769 | -2.90 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 746,547 | 2.24 | 34,513 | 2.57 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 33,376 | 87.73 | 1,543 | 88.40 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 8,383 | -13.56 | 388 | -13.23 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 347,835 | -4.06 | 16,080 | -3.75 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 160,900 | -18.03 | 7,438 | -17.77 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 57,444 | -33.64 | 2,656 | -33.43 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 44 | 2.33 | 2 | 100.00 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 18,066 | -6.01 | 835 | -5.65 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 104,155 | 55.56 | 4,815 | 56.08 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 7,531 | -2.42 | 348 | -1.97 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 266,655 | -0.88 | 12,327 | -0.56 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 315,962 | 1.84 | 14,607 | 2.17 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 143 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 148,296 | 3.24 | 6,856 | 3.42 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 23,383 | -0.14 | 1,081 | 0.09 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 192,877 | -28.63 | 8,917 | -28.40 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 561,310 | 0.86 | 25,949 | 1.19 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,115 | 52 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 458,295 | 1.32 | 21,187 | 1.65 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 686,531 | -18.64 | 31,738 | -18.37 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 11,879 | -15.29 | 549 | -15.02 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 41,094 | -31.79 | 1,900 | -31.59 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 90,437 | -2.82 | 4,181 | -2.52 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1,115,094 | -0.45 | 51,551 | -0.13 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 4 | -97.99 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 257,214 | -1.17 | 11,891 | -0.84 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 6,017 | 36.47 | 278 | 36.95 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 343,514 | -2.04 | 15,881 | -1.72 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 124,012 | 12.46 | 5,733 | 12.83 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 5,160 | -0.65 | 239 | -0.42 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 72,804 | 0.00 | 3,366 | 0.33 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4,395 | -2.31 | 203 | -1.93 | ||||
| 2025-04-15 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,712,133 | -2.35 | 125,382 | -2.03 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 6,332 | -26.42 | 293 | -26.26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 50,505 | 26.16 | 2,335 | 26.57 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 6,400 | 296 | ||||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 27,617 | 1.82 | 1,277 | 2.16 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 85,521 | -2.42 | 3,954 | -2.11 | ||||
| 2025-04-16 | 13F | Matauro, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56,985 | -9.60 | 2,634 | -9.30 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8,850 | -16.48 | 409 | -16.19 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 95,449 | -3.94 | 4,413 | -3.63 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 76,276 | -20.01 | 3,526 | -19.75 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 109,454 | -1.17 | 5,060 | -0.84 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16,535 | -17.61 | 764 | -17.32 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 5,214 | -11.57 | 241 | -11.07 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,052 | -48.48 | 49 | -48.94 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 39,322 | 1,798 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 73,999 | 73.52 | 3,421 | 74.05 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 125,834 | 0.62 | 5,816 | 0.94 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 372,227 | -2.61 | 17,208 | -2.29 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 401 | 19 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,567 | -58.02 | 72 | -58.14 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6,606 | -16.87 | 305 | -16.67 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 19,248 | -0.17 | 890 | 0.11 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2,975,634 | 0.94 | 137,564 | 1.27 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 33,586 | -10.76 | 1,553 | -10.50 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 179,488 | 8,298 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,245,808 | 2.05 | 150,054 | 2.38 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 90 | -94.70 | 4 | -94.87 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 8,936 | -11.66 | 413 | -11.37 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 657 | 0.00 | 30 | 0.00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 16,038 | -63.07 | 743 | -62.92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,608,761 | 0.98 | 120,603 | 2.09 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 165,688 | 0.78 | 7,660 | 1.10 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38,553 | -16.02 | 1,782 | -15.74 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 8,074 | 0.94 | 373 | 1.36 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 62,125,502 | -3.69 | 2,872,062 | -3.38 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12,882 | -4.27 | 594 | -2.47 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 43,287 | 11.35 | 2,001 | 11.73 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6,895 | 0.82 | 319 | 0.95 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 9,251 | -2.67 | 428 | -2.29 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 20,384 | 0.00 | 942 | 0.32 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 1,202,066 | 5.21 | 55,572 | 7.80 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 11,476 | -6.54 | 527 | -5.05 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 87,996 | -1.53 | 4,068 | -1.19 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 91,710 | -22.43 | 4,240 | -22.19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8,180,461 | -2.10 | 378 | -1.82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 207 | 0.00 | 10 | 0.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,609 | 167 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20,543 | -18.77 | 950 | -18.54 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 4,344 | 0.00 | 201 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 161,712 | 2,187.62 | 7,476 | 2,200.00 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 7,603 | 1.06 | 351 | 1.45 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 345,307 | -12.00 | 15,964 | -11.71 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 16,550 | -24.43 | 765 | -24.18 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3,935 | -78.26 | 181 | -77.87 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 296 | 14 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 152,530 | 2.82 | 7,051 | 3.16 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 175,858 | -1.70 | 8,088 | -1.89 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14,233 | -0.05 | 658 | 0.15 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 286,808 | 0.03 | 13,259 | 0.36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 89,793 | -7.14 | 4,151 | -6.82 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5,633 | 8.54 | 260 | 8.79 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 25,502 | 0.19 | 1,179 | 0.51 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 322,293 | -4.06 | 14,900 | -3.75 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 36,857 | -2.86 | 1,704 | -2.57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,518 | -45.86 | 532 | -45.71 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 22,833 | 3.72 | 1,056 | 4.04 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 331,643 | 15,282 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 733,112 | 7.27 | 33,892 | 7.62 | ||||
| 2025-08-14 | 13F | Betterment LLC | 36,429 | -1.77 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,477,043 | -7.24 | 68,284 | -6.94 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 3,243 | -15.61 | 150 | -15.82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1,035 | 17.08 | 48 | 17.50 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 592,919 | 2.69 | 27,322 | 4.69 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 37,322 | -72.92 | 1,725 | -72.83 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 14,491 | -4.08 | 670 | -3.88 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 930,533 | 0.60 | 43,019 | 0.93 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10,982 | -75.03 | 508 | -74.98 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13,919 | 0.12 | 643 | 0.47 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 518,057 | 2.16 | 23,950 | 2.50 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 257 | 12 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 35,685 | 41.21 | 1,650 | 41.67 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 31,909 | -14.59 | 1,475 | -14.29 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 13,421 | 620 | ||||||
| 2025-08-11 | 13F | Eq Llc | 23,338 | -34.25 | 1,079 | -34.07 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 19,352 | 1.68 | 895 | 3.95 | ||||
| 2025-08-07 | 13F | Nwam Llc | 36,458 | -30.65 | 1,676 | -30.80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1,095,353 | -47.58 | 50,570 | -47.48 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 167 | 1.21 | 8 | 0.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8,306 | -3.70 | 384 | -3.53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 354,436 | 1.57 | 16,386 | 1.90 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 315,713 | 4.71 | 14,595 | 5.05 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 27,874 | 7.13 | 1,289 | 7.51 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 228,665 | -2.65 | 10,571 | -2.33 | ||||
| 2025-07-24 | 13F | Eastern Bank | 373 | 17 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 60,757 | -22.47 | 2,809 | -22.24 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 53,898 | 2.53 | 2,484 | 4.50 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Soros Capital Management Llc | 4,668 | 0.00 | 216 | 0.00 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 665,945 | -6.07 | 30,787 | -5.77 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 22,020 | -3.42 | 1,018 | -3.14 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7,663 | 0.00 | 354 | 0.28 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 42,582 | 18.26 | 1,969 | 18.63 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 921,006 | -2.78 | 42,578 | -2.47 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 6,791 | -19.07 | 314 | -18.91 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1,843 | 0.00 | 85 | 1.19 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 15,888 | -6.20 | 735 | -5.90 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 19,115 | 15.05 | 884 | 15.42 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 5,366 | 248 | ||||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 263,650 | 25.65 | 12,141 | 27.32 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 8,511 | 393 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 138,858 | -16.14 | 6,419 | -15.87 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 7,195 | -11.80 | 333 | -11.47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8,706,738 | -8.14 | 402,512 | -7.84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1,024,270 | -1.05 | 47,352 | -0.73 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 6,492 | 0.00 | 300 | 0.33 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 22,568 | 0.00 | 1,038 | -0.19 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22,301 | -8.07 | 1,031 | -7.79 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 39,054 | -12.78 | 1,805 | -12.51 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,888,940 | 1,276.80 | 86,970 | 1,275.67 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 220 | 10 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 2,097,892 | 16.00 | 96,986 | 16.38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 95,253 | 14.28 | 4,404 | 14.66 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 119,666 | -0.15 | 5,532 | 0.18 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16,353 | 12.66 | 1 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,420 | -2.09 | 158 | -1.25 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 65,946 | 0.09 | 2,981 | -1.84 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 55,411 | -22.53 | 2,562 | -22.28 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 93,405 | 0.76 | 4,318 | 1.10 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 21,634 | -0.31 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,923 | 0.03 | 274 | 0.37 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 426,073 | -2.85 | 19,697 | -2.53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11,700 | -5.25 | 541 | -5.10 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 80,338 | 5.00 | 3,714 | 5.36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 51,009 | 2,358 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 419,929 | 14.35 | 19,413 | 14.73 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 135,102,602 | -4.97 | 6,245,793 | -4.66 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 23,793 | 25.93 | 1,100 | 26.32 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 172,488 | 3.37 | 7,974 | 3.71 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 264,701 | -14.11 | 12,237 | -13.83 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 12,128 | 0.84 | 561 | 1.08 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 9,680 | 20.77 | 448 | 21.14 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 34,375 | 9.83 | 1,589 | 10.19 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4,535 | -14.64 | 210 | -14.34 | ||||
| 2025-04-29 | 13F | MBA Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 35,928 | -16.94 | 1,661 | -16.71 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 58,897 | -10.08 | 2,723 | -9.81 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4,472 | 207 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 564,082 | -60.92 | 26,078 | -60.79 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 788 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 495 | 23 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,750,687 | 0.31 | 127,164 | 0.64 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 55 | 3 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 27,608 | 7.83 | 1,276 | 8.23 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7,534 | 17.74 | 348 | 18.37 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 79,792 | -10.50 | 3,689 | -10.22 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6,671 | -1.90 | 308 | -1.60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,700,347 | 17.10 | 78,607 | 17.49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,116,676 | 21.08 | 144,097 | 21.47 | ||||
| 2025-05-07 | 13F | Maridea Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 40,295 | 4.83 | 1,863 | 5.14 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 67 | -84.42 | 3 | -84.21 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 37,796 | -38.52 | 1,747 | -38.33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 43,286,451 | 2.35 | 2,001,133 | 2.69 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 595,085 | -15.49 | 27,511 | -15.22 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 9,008 | 65.77 | 416 | 66.40 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7,314 | 338 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 369,139 | 0.98 | 17,069 | 1.42 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 127,816 | 203.91 | 5,909 | 118.01 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 6,604 | -31.39 | 305 | -31.15 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9,070 | -2.33 | 419 | -1.87 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 660,048 | -58.12 | 30,514 | -57.98 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 389 | 0 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,490 | 0.00 | 115 | 0.88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 138,944 | -57.92 | 6,423 | -56.96 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4,477 | 207 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 10,104 | -64.22 | 467 | -64.10 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 45,112 | -2.50 | 2,086 | -2.20 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 425 | 0.00 | 20 | 0.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 291,381 | -23.96 | 13,389 | -23.88 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 373 | 0.00 | 17 | 0.00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 5,251 | 0.00 | 243 | 0.41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,394,661 | -10.85 | 110,705 | -10.56 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 13,584 | 628 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14,044,456 | -13.16 | 649,275 | -12.87 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 239,512 | -20.44 | 11,073 | -20.18 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,712,015 | -2.40 | 171,606 | -2.08 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 21,668 | -3.34 | 1,002 | -3.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 89,170 | -22.59 | 4,122 | -22.34 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 21,064 | 7.51 | 974 | 7.87 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 43,294 | 15.26 | 1,995 | 15.38 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 47,661 | -2.29 | 2,203 | -1.96 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 21,948 | 1,011 | ||||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 11,776 | -0.86 | 544 | -0.55 | ||||
| 2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 12,988 | -1.43 | 600 | -1.15 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 4,856 | 225 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 72,203 | -18.66 | 3,338 | -18.41 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 134,162 | -1.45 | 6 | 0.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 17 | 0.00 | 1 | |||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4,394 | -21.45 | 203 | -21.01 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 4,611 | 22.05 | 213 | 22.41 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 16,892 | 0.13 | 781 | 0.39 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 16,013 | -14.18 | 736 | -14.32 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 7,330 | 0.00 | 339 | 0.30 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 6,930 | 316 | ||||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 565,864 | -37.50 | 26,075 | -36.28 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 750,230 | 15.64 | 34,683 | 16.02 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 156,196 | -1.96 | 7,221 | -1.65 | ||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 129,750 | -12.05 | 5,998 | -11.77 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,041 | 1.07 | 48 | 2.13 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 21,654 | 65.80 | 1,001 | 66.56 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 188,758 | 3.71 | 8,726 | 4.04 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 43,339 | 44.05 | 2,004 | 44.52 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 541,681 | -7.96 | 25,042 | -7.66 | ||||
| 2025-04-25 | 13F | Smith, Salley & Associates | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,360,363 | -12.31 | 201,580 | -12.02 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 26,288 | 20.54 | 1,215 | 21.02 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 5,177 | 239 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 30,387 | -23.49 | 1,405 | -23.28 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 30,362 | -29.47 | 1,398 | -29.50 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 36,991 | 4.41 | 1,710 | 4.78 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 24,873 | -0.52 | 1,150 | -0.26 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 279,155 | 6.51 | 12,905 | 6.86 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 450,995 | -2.16 | 20,782 | -0.26 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 517,087 | -14.70 | 23,905 | -14.43 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 79,725 | -11.88 | 4 | -25.00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 162,959 | -5.15 | 7,534 | -4.84 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 25,906 | -7.31 | 1,198 | -6.99 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 15,166 | -20.51 | 701 | -20.25 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 152,616 | -2.64 | 7,055 | -2.33 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 155,746 | 1.53 | 7,200 | 1.87 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 8,362 | -0.70 | 387 | -0.52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40,166 | -7.51 | 1,857 | -7.25 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5,046 | -7.80 | 233 | -7.54 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 52,467 | -19.01 | 2,426 | -18.76 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 109,099 | 1.91 | 5,044 | 2.23 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 429,713 | -8.57 | 19,763 | -8.75 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,112 | 51 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 514,161 | -7.10 | 23,770 | -6.80 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1,117,344 | -9.18 | 51,655 | -8.89 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,407 | 158 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 204,514 | -5.97 | 9,455 | -5.67 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 20 | 0.00 | 1 | |||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 235,342 | 1.87 | 10,880 | 2.20 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,718,717 | -12.80 | 310,606 | -12.51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9,167 | -73.72 | 424 | -73.68 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 21,840 | 9.50 | 1,010 | 9.79 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6,158 | -24.28 | 285 | -24.06 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 16,198 | -31.21 | 749 | -31.06 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3,504 | -32.90 | 162 | -32.92 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 16,541 | -3.17 | 765 | -2.92 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 163 | 0.00 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,050 | -61.41 | 49 | -61.60 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 176,595 | -0.40 | 8,164 | -0.07 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 5,281 | -1.60 | 244 | -1.21 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 34,973 | 7.54 | 1,617 | 7.88 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 214,011 | 9.38 | 9,894 | 9.73 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8,427 | -4.56 | 388 | -2.76 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 10,007 | 5.96 | 463 | 6.21 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 109 | -92.31 | 5 | -92.31 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 230,501 | 1.11 | 10,534 | 1.46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12,555,562 | 9.81 | 580,376 | 10.16 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 863,967 | 12.56 | 39,941 | 12.92 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 4,692 | 26.37 | 217 | 26.32 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5,599 | 259 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 86,582 | -0.40 | 4,003 | -0.07 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26,844 | -17.25 | 1,241 | -16.93 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 5,100 | 0.00 | 236 | 0.00 | ||||
| 2025-06-23 | NP | AOM - iShares Core Moderate Allocation ETF | 16,505,013 | 2.44 | 760,056 | 3.79 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,616,741 | -6.80 | 74,742 | -6.50 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 98,183 | -15.49 | 4,515 | -15.65 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 23,707 | -12.65 | 1,096 | -12.40 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 764,470 | -10.76 | 35,341 | -10.47 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 15,728 | -24.16 | 727 | -23.87 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 72,177 | -1.28 | 3,337 | -0.95 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 290 | 0.00 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 23,572 | 202.59 | 1,065 | 197.49 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 423,274 | 2.84 | 19,568 | 3.19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,549,317 | -3.09 | 72 | -2.74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 369,025 | 33.55 | 17,060 | 36.60 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 10,673 | 493 | ||||||
| 2025-05-15 | 13F | Redwood Financial Network Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 27,000 | 27 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 111,191 | -41.89 | 5,140 | -41.70 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 21,661 | 100.36 | 1,001 | 101.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15,049 | 47.50 | 696 | 47.87 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 75,797 | -11.01 | 4 | 0.00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 214,865 | -22.11 | 9,933 | -21.86 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 22,783 | 5.48 | 1,053 | 5.83 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26,055 | 30.69 | 1,205 | 31.15 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 53,475 | -54.80 | 2 | -60.00 | ||||
| 2025-07-16 | 13F | Novem Group | 7,538 | 12.59 | 348 | 12.99 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 5,407 | 0.00 | 250 | 0.00 | ||||
| 2025-09-03 | 13F | American Trust | 10,457 | 483 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 131,576 | -55.07 | 6,083 | -54.24 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 228,437 | -5.70 | 10,561 | -5.39 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 42,424 | -7.79 | 1,961 | -7.50 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 5,699 | 0.00 | 263 | 0.38 |
Other Listings
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