Mga Batayang Estadistika
| Pemilik Institusional | 1909 total, 1900 long only, 6 short only, 3 long/short - change of 1.70% MRQ |
| Alokasi Portofolio Rata-rata | 0.8690 % - change of -3.86% MRQ |
| Saham Institusional (Jangka Panjang) | 405,742,455 (ex 13D/G) - change of -10.30MM shares -2.48% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 41,958,663 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares S&P 500 Growth ETF (US:IVW) memiliki 1909 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 405,905,486 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Ameriprise Financial Inc, Stifel Financial Corp, and Goldman Sachs Group Inc .
Struktur kepemilikan institusional iShares Trust - iShares S&P 500 Growth ETF (ARCA:IVW) 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 115.99 / share. Previously, on September 6, 2024, the share price was 88.22 / share. This represents an increase of 31.48% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Alliancebernstein L.p. | 96,274 | -21.45 | 10,600 | -6.85 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3,173 | 0.09 | 349 | 18.71 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 275,590 | 0.41 | 30,342 | 19.10 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 21,142 | 0.00 | 2,328 | 18.60 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 3,562 | -3.70 | 392 | 14.29 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 3,234 | 0.00 | 356 | 18.67 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21,447 | -0.07 | 2,361 | 18.52 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 66,465 | -1.57 | 7,318 | 16.74 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 35,778 | -1.87 | 3,939 | 16.40 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 32,656 | -22.03 | 3,783 | -4.62 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 11,522 | -17.55 | 1,322 | -2.58 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 94,664 | 2.17 | 10,422 | 21.17 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3,725 | 0.00 | 410 | 18.84 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 21,474 | -3.15 | 2,364 | 14.87 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4,527 | 0.00 | 517 | 29.57 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 14,018 | -0.21 | 1,543 | 18.42 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 4,437 | 0.02 | 488 | 18.73 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 389,746 | -0.92 | 42,911 | 17.51 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 16,453 | 0.00 | 1,811 | 18.60 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9,632 | -11.11 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 11,434 | -4.75 | 1,275 | 14.45 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 2,995 | 7.31 | 330 | 27.03 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 6,826 | -5.57 | 752 | 11.92 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 279,731 | 0.09 | 30,798 | 18.71 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 40,860 | 0.00 | 4,499 | 18.59 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 23,334 | 2,390 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 250,770 | 2.84 | 27,610 | 22.02 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 757 | 0.13 | 83 | 18.57 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16,573 | -2.46 | 1,825 | 15.66 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 7,051 | 0.00 | 776 | 18.65 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 232,067 | -3.27 | 25,551 | 14.72 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 6,541 | 0.00 | 720 | 18.62 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 14,166 | 0.25 | 1,560 | 18.92 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 95,473 | 13.55 | 10,512 | 34.69 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,626,586 | -5.70 | 179,087 | 11.84 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 7,347 | 10.35 | 809 | 30.74 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 3,264 | 0.00 | 359 | 18.87 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 17,119 | 0.00 | 1,885 | 18.57 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 30,150 | 15.16 | 3,320 | 36.58 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 45,330 | -0.17 | 4,991 | 18.39 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 139,624 | -2.83 | 15,373 | 15.24 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 42,733 | 82.42 | 4,705 | 116.38 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 2,950 | 0.00 | 325 | 18.68 | ||||
| 2025-07-24 | 13F | M. Kraus & Co | 3,000 | -3.23 | 330 | 14.98 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 25,249 | -0.43 | 2,780 | 18.05 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 3,120 | 0.00 | 344 | 18.69 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 2,346 | 0.00 | 258 | 18.89 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 55,010 | 0.00 | 6,057 | 18.61 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 12,404 | 0.00 | 1,366 | 18.59 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 101,483 | -1.29 | 11,173 | 17.07 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 539 | -82.05 | 59 | -78.78 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 5,716 | 0.05 | 629 | 18.68 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 8,846 | -0.84 | 974 | 17.51 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 2,039 | -86.04 | 224 | -83.48 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1,032 | 0.00 | 114 | 18.95 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 9,136 | 16.35 | 1,006 | 38.05 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 468,852 | -4.48 | 51,621 | 13.29 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 2,656 | 292 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 2,827 | 311 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1,958 | 216 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8,974 | -2.29 | 977 | 14.15 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 7,839 | 0.00 | 863 | 18.71 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 6,274 | -2.53 | 691 | 15.58 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1,992 | 219 | ||||||
| 2025-04-28 | 13F | Principal Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14,096 | -2.25 | 1,552 | 15.92 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 457 | 50 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 28,724 | -6.30 | 3,152 | 10.76 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2,041 | 225 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6,256 | 0.00 | 689 | 18.62 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 23,888 | -7.66 | 2,630 | 9.54 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 2,391 | -8.29 | 263 | 8.68 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 764 | -4.98 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1,991 | 219 | ||||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 5,786 | 637 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 37,741 | 1.07 | 4,155 | 19.88 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 112,123 | 0.00 | 12,345 | 8.44 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1,084 | -13.14 | 119 | 3.48 | ||||
| 2025-07-24 | 13F | Krs Capital Management, Llc | 5,222 | 0.00 | 575 | 18.60 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 9,641 | -70.11 | 895 | -72.69 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 2,347 | -36.77 | 258 | -25.00 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 1,137,915 | 0.63 | 125,284 | 19.35 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 265,975 | -22.96 | 29,284 | -8.62 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 17,222 | -6.77 | 1,896 | 10.62 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 12,170 | 5.70 | 1,340 | 25.37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,599,847 | 1.88 | 396 | 21.10 | ||||
| 2025-05-09 | 13F | Natural Investments, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 20,338 | 435.63 | 2,239 | 536.08 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 22,264 | -7.50 | 2,451 | 9.71 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 283,101 | -44.47 | 31,076 | -34.34 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 250 | 0.00 | 28 | 17.39 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7,765 | 0.05 | 855 | 18.61 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 537 | 0.00 | 59 | 20.41 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 22,815 | -2.26 | 2,512 | 15.93 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 93,460 | -19.01 | 10,290 | -2.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 30,033 | -5.51 | 3,421 | 14.42 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 3,201 | -3.03 | 352 | 15.03 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2,063 | 227 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 4,468 | -10.57 | 492 | 6.05 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 1,995 | 220 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 4,305 | 0.00 | 474 | 18.55 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 51,920 | 5,716 | ||||||
| 2025-07-17 | 13F | City Holding Co | 8,967 | 2.61 | 987 | 21.70 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 21,222 | 0.02 | 2,337 | 18.64 | ||||
| 2025-05-09 | 13F | Strategy Asset Managers Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,568,243 | 1.39 | 613,064 | 20.26 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 16,852 | -1.51 | 1,855 | 16.81 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 14,150 | -1.24 | 1,558 | 12.99 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 160,286 | -2.22 | 17,647 | 15.97 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 5,258 | -41.62 | 579 | -30.86 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 5,517 | 56.56 | 607 | 85.63 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,403 | 56.53 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 343,062 | -1.13 | 37,771 | 17.26 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 11,894 | 187.50 | 1,310 | 240.89 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 1,954 | -22.46 | 215 | -7.73 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 7,026 | -0.20 | 774 | 18.38 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3,666 | -60.24 | 404 | -52.87 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 237,536 | -0.89 | 26,153 | 17.55 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 3,666 | -0.95 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 3,727 | 0.00 | 382 | 10.43 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 200 | 0.00 | 22 | 22.22 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 30,200 | 3,325 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 3,516 | -6.93 | 325 | 1.88 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 2,644 | 0.00 | 291 | 18.78 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 2,010 | 0 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 2,021 | 223 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 451,445 | 10.68 | 49,704 | 31.27 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 182 | 20 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 227 | 0.00 | 25 | 14.29 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 182,086 | -1.41 | 20,048 | 16.93 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 25,489 | -8.76 | 2,806 | 8.17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 55,212 | 17.76 | 6,082 | 39.70 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 16,888 | -1.00 | 1,859 | 17.44 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 2,436 | 0.00 | 268 | 18.58 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12,323 | 20.60 | 1,357 | 43.90 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 155 | 0.00 | 17 | 21.43 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 377,513 | 0.99 | 41,564 | 19.78 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 11,000 | 0.00 | 1,211 | 18.61 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 97,209 | 10.09 | 10,703 | 30.58 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 18,600 | 192 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 884 | -34.57 | 101 | -20.00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2,752 | -5.62 | 303 | 11.85 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 6,773 | -0.47 | 746 | 18.07 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 61,805 | -8.70 | 6,805 | 8.29 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 42,588 | -2.37 | 4,689 | 15.78 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 3,501 | 0.11 | 385 | 18.83 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 625 | 13.64 | 69 | 33.33 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 4,716 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 2,501 | 0.00 | 275 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 460 | 0.00 | 51 | 19.05 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 10,250 | 0.00 | 1,129 | 18.61 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 6,120 | 0.07 | 674 | 18.69 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 2,007 | 221 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 67,030 | -3.49 | 7,380 | 14.47 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3,352 | 0.00 | 369 | 18.65 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 30,252 | -4.02 | 3,331 | 13.85 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 5,244 | 0.88 | 581 | 20.33 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 73,568 | 3.08 | 8,100 | 22.25 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 197,901 | -0.38 | 21,789 | 18.14 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 3,604 | 397 | ||||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 838 | 0.00 | 92 | 19.48 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 15 | -99.20 | 2 | -99.43 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1,530 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 3,897 | 0.00 | 429 | 18.84 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 18,056 | -4.61 | 1,988 | 13.09 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 2,506 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 97,018 | -1.61 | 10,682 | 16.69 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 7,657 | 0.12 | 843 | 18.90 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 29,953 | -5.84 | 3,298 | 11.69 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 15,547 | 1.05 | 1,712 | 19.82 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 31,310 | 38.07 | 3,455 | 64.13 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 3,119 | 0.03 | 343 | 18.69 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 151,595 | 3.47 | 16,691 | 22.72 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 4,448 | -0.63 | 490 | 17.83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 18,628,952 | -1.59 | 2,051,048 | 16.72 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 243,373 | 18.20 | 26,795 | 40.19 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 914,023 | 0.74 | 100,634 | 19.48 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 305,691 | 14.21 | 33,657 | 35.46 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 4,840 | 0.10 | 527 | 17.63 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 210,897 | 0.00 | 211 | 0.00 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 44,689 | -3.54 | 4,920 | 14.42 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 8,920 | -1.55 | 1 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 7,109 | 0.04 | 783 | 18.66 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1,827 | 203 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 62,034 | -0.31 | 6,830 | 18.23 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 20,263 | 0.00 | 2,231 | 18.55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 515,263 | -1.93 | 56,730 | 16.31 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2,851 | 314 | ||||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 3,288 | 0.00 | 362 | 18.69 | ||||
| 2025-07-18 | 13F | United Bank | 117,779 | -0.86 | 12,967 | 17.58 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,122 | -29.61 | 124 | -16.89 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4,770 | 14.39 | 543 | 34.41 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 2,958 | -0.74 | 326 | 17.75 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 5,229 | -2.59 | 576 | 15.46 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1,880 | 207 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 53,857 | 1.93 | 5,930 | 20.88 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 3,624 | 0.00 | 399 | 14.66 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4,177 | -0.62 | 460 | 17.69 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 4,716 | 0.00 | 519 | 18.76 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,173 | 0.00 | 239 | 18.91 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 27,481 | -2.32 | 3,026 | 15.86 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,241,399 | -2.47 | 577 | 15.86 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 177,494 | -1.57 | 19,542 | 16.74 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 6,023 | 0.00 | 663 | 18.60 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2,500 | -2.34 | 275 | 16.03 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 6,283 | 18.97 | 692 | 41.02 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 2,143 | 0.00 | 236 | 18.69 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 12,810 | 10.48 | 1,410 | 31.04 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 283,996 | 9.83 | 31,268 | 30.26 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 3,898 | 0.00 | 429 | 18.84 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3,170 | 1.31 | 349 | 20.00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 3,044 | 0.00 | 335 | 18.79 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 45,955 | -9.68 | 5,060 | 7.11 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 2,480 | 0.00 | 273 | 18.70 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 40,449 | 0.50 | 3,735 | -8.61 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 300 | 0.00 | 33 | 22.22 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1,664 | 0.00 | 183 | 18.83 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 221,708 | -1.30 | 24,410 | 17.07 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 3,098 | -4.29 | 341 | 13.67 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7,543 | -8.82 | 830 | 8.21 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 34 | 0.00 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 8,737 | -5.28 | 962 | 12.27 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 2,810 | -19.90 | 309 | -4.92 | ||||
| 2025-04-21 | 13F | Riverwater Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Balanced Rock Investment Advisor | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 30,919 | 1.74 | 3,404 | 20.67 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 27,049 | -22.44 | 2,978 | -8.00 | ||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 7,689 | 0.00 | 847 | 18.65 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 68,151 | -7.89 | 7,503 | 9.25 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 4,399 | -1.19 | 484 | 17.19 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7,334 | 6.09 | 807 | 25.90 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 67,490 | -16.07 | 7,431 | -0.46 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 668 | 0.00 | 74 | 17.74 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 2,289 | 1.28 | 252 | 20.57 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 26,076 | 33.93 | 2,871 | 58.83 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2,836 | -10.45 | 312 | 6.48 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 2,300 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 22,404 | -7.98 | 2,467 | 9.12 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 31,252 | -4.11 | 3,441 | 13.72 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 1,847 | 203 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 7,417 | 5.18 | 817 | 24.77 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2,120 | -15.17 | 233 | 0.87 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 2,741 | 3.39 | 302 | 22.36 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4,307 | 0.00 | 474 | 18.80 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | Short | -35,341 | -36.07 | -3,891 | -24.17 | |||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3,705 | 10.53 | 408 | 19.71 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 158,908 | -3.47 | 17,496 | 14.49 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 20,365 | 0.17 | 2,242 | 18.81 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 4,684 | -2.09 | 516 | 15.99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 128,222 | -1.91 | 14,117 | 16.32 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14,203 | -9.02 | 1,606 | 6.57 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 3,395 | 0.00 | 374 | 18.41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3,171 | 349 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 5,426 | 0.00 | 597 | 18.69 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16,891 | -55.28 | 1,860 | -46.95 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 16,035 | 0.31 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 54,137 | -4.37 | 5,960 | 13.42 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 6,483 | 0.00 | 714 | 18.64 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1,263,378 | 1.12 | 139,098 | 19.93 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 54,753 | 6.97 | 6,028 | 26.88 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 5,414 | 58.72 | 596 | 88.61 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 3,751 | 0.00 | 413 | 18.68 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9,022 | 8.48 | 993 | 28.63 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 10,373 | -8.07 | 1,142 | 9.07 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 34,365 | -2.64 | 3,784 | 15.48 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3,489 | -17.48 | 384 | -2.04 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,925 | 16.81 | 322 | 38.79 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 10 | 0.00 | 1 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 567 | 268.18 | 62 | 342.86 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 5,992 | 13.38 | 660 | 34.49 | ||||
| 2025-07-16 | 13F | American National Bank | 854 | 0.00 | 94 | 18.99 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 10,937 | 0.00 | 1,015 | 0.00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 50,981 | -0.91 | 5,613 | 17.55 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 121 | 0.00 | 13 | 18.18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 560,084 | -3.14 | 61,665 | 14.89 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 264,657 | 6.59 | 29,139 | 26.42 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 13,366 | -0.19 | 1,472 | 18.34 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 355 | -13.20 | 39 | 2.63 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 2,779 | 0.00 | 306 | 18.68 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6,775 | -34.19 | 746 | -21.99 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 5,536 | 0.00 | 610 | 18.71 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 4,657 | -0.45 | 513 | 17.97 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 27,829 | -38.17 | 3,033 | -27.43 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 8,467 | -1.29 | 932 | 17.09 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 175,732 | -40.70 | 19,348 | -29.66 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 5,894 | 0.00 | 649 | 18.46 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 11,568 | -4.67 | 1,318 | 16.96 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 32,297 | -3.51 | 3,556 | 14.42 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 5,467 | 78.37 | 602 | 111.62 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 2,136 | 235 | ||||||
| 2025-08-11 | 13F | Intrust Bank Na | 25,804 | 0.00 | 2,841 | 18.62 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 36,431 | -34.88 | 4,011 | -22.75 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 961 | -20.12 | 106 | -5.41 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 65 | 96.97 | 7 | 133.33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,073 | 559 | ||||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 34,026 | 0.64 | 3,746 | 19.38 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 6,984 | -0.61 | 769 | 17.79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 92,584 | -10.49 | 10,193 | 6.17 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 18,511 | -0.03 | 2,038 | 21.82 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 51,858 | -3.25 | 5,710 | 14.75 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 2,890 | 0.00 | 268 | -8.53 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 11,006 | -1.80 | 1,212 | 16.44 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 16,977 | -2.09 | 1,869 | 16.16 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 25,240 | -3.98 | 2,779 | 13.85 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3,609 | -6.72 | 397 | 1.28 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 4,916 | 541 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1,814 | 0.00 | 200 | 18.45 | ||||
| 2025-08-12 | 13F | Prudential Plc | 8,700 | 958 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 5,771 | 0.00 | 635 | 18.69 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1,907 | 210 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 1,019,483 | -0.78 | 112,245 | 17.68 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 14,768 | 42.48 | 1,681 | 79.59 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 8,771 | 12.20 | 966 | 33.10 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 25,835 | 65.77 | 2,844 | 96.68 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 10,344 | 0.00 | 1,139 | 18.54 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 32,388 | -2.35 | 3,566 | 15.82 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 4,449 | 0.11 | 490 | 18.69 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12,035 | -41.11 | 1,325 | -30.15 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1,708,995 | 329.47 | 188,160 | 409.37 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 3,270 | 0.00 | 360 | 18.81 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 2,581 | 0.08 | 284 | 18.83 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 8,880 | -4.52 | 978 | 16.31 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13,605 | -0.05 | 1,498 | 18.53 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 49 | 0.00 | 5 | 25.00 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 2,509 | -1.06 | 276 | 17.45 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 807 | -30.01 | 89 | -17.76 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 1,928 | -25.99 | 212 | -12.03 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 2,129 | 0.00 | 234 | 14.71 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1,480 | -37.95 | 163 | -26.70 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,168 | 0.00 | 129 | 18.52 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 73,400 | 3.38 | 8,081 | 22.63 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 13,534 | -13.15 | 1,490 | 3.04 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 838 | 0.00 | 92 | 19.48 | ||||
| 2025-07-24 | 13F | Conning Inc. | 86,310 | 94.37 | 9,503 | 130.52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 632,317 | -7.07 | 69,618 | 10.22 | ||||
| 2025-05-06 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6,624 | -15.69 | 729 | 0.00 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 25,401 | 6.21 | 2,797 | 25.95 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 3,053 | 9.62 | 289 | -0.69 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 3,964 | 0.00 | 436 | 18.80 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 31,603 | -6.07 | 3 | 0.00 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 45,212 | -11.32 | 5,017 | 6.02 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2,369 | 0.04 | 261 | 18.72 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 292,831 | -8.39 | 32,241 | 8.65 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 173,949 | -5.30 | 19,152 | 12.32 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 4,669 | 0.00 | 514 | 18.71 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3,198 | 1,986 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 12,200 | 234.52 | 1,343 | 297.34 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7,108 | -6.73 | 783 | 10.61 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 8,205 | 0.00 | 903 | 18.66 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 144,551 | -4.65 | 15,915 | 13.10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3,418,138 | 6.39 | 376,337 | 26.18 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,279,446 | -8.06 | 250,967 | 9.05 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 5,196 | 16.32 | 572 | 38.50 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 18,505 | 0.02 | 2,037 | 18.64 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 3,536 | 0.00 | 389 | 18.60 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 602,015 | 5.22 | 66,282 | 24.79 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 11,641 | 1.00 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 19,979 | 5.38 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 2,472 | 0.00 | 272 | 18.78 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1,448 | -1.70 | 159 | 16.91 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 62,125 | -1.28 | 6,840 | 17.09 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 19,465 | -3.48 | 2,143 | 14.48 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 30,094 | -6.96 | 3,313 | 10.36 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 346,573 | 61.55 | 38,157 | 92.31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6,399 | -4.85 | 705 | 12.82 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 12,445 | 0.05 | 1,419 | 22.96 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 30,844 | 67.22 | 3,396 | 98.31 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6,189 | -0.77 | 681 | 17.82 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 9,178 | 0.09 | 1,010 | 18.68 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,722 | 0.00 | 188 | 17.61 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 9,969 | -0.56 | 1,098 | 17.96 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 475,910 | 3.38 | 52,398 | 22.61 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 11,376 | -2.33 | 1,252 | 15.82 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 142,314 | 12.23 | 16,257 | 36.23 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 25,661 | -4.26 | 2,825 | 13.55 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 4,031 | 0.00 | 444 | 18.45 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9,725 | 13.03 | 1,071 | 34.09 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 396 | 0.00 | 44 | 19.44 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 2,902 | -1.53 | 320 | 16.85 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 3,431 | -19.82 | 378 | -5.04 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 4,953 | 0.04 | 545 | 18.74 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 20,975 | -14.88 | 2,309 | 0.96 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 754 | 0.00 | 83 | 20.29 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 148,112 | -0.65 | 16,307 | 17.84 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 120,660 | 9.22 | 13,285 | 29.54 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 14,852 | 20.36 | 1,635 | 42.79 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4,498 | 29.70 | 495 | 54.21 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 19,545 | -2.43 | 2,152 | 15.71 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 4,372 | 0.00 | 481 | 18.77 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 2,031 | 69.39 | 224 | 100.90 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 10,856 | 0.00 | 1,195 | 18.67 | ||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 2,388 | -0.38 | 263 | 18.02 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 6,172 | -50.60 | 680 | -41.42 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 56,424 | -11.86 | 6,212 | -4.42 | ||||
| 2025-07-28 | 13F | Jag Capital Management, Llc | 2,548 | -22.81 | 281 | -8.50 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 4,660 | 0.52 | 513 | 19.30 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 35,033 | -4.23 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2,192 | 0.09 | 241 | 18.72 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 47,560 | -1.52 | 5,236 | 16.80 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9,507 | 3.24 | 1,054 | 26.68 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 8,451 | 930 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11,639 | 1.08 | 1,326 | 24.06 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 8,166 | 1.38 | 899 | 20.35 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2,034 | 224 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 39,102 | -3.01 | 4,305 | 15.05 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 28,843 | -18.22 | 3,176 | -3.02 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 1,857 | -17.54 | 204 | -2.39 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 10,744 | 0.69 | 1,183 | 19.39 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 337 | -26.42 | 37 | -11.90 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 83,032 | 8.14 | 9,142 | 28.26 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 11,204 | 0.00 | 1,234 | 18.56 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 196,354 | 19.00 | 21,619 | 41.14 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 2,844 | 7.73 | 313 | 27.76 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 27,196 | -4.26 | 2,994 | 13.58 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3,200 | 0.00 | 352 | 18.52 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 39,005 | -21.12 | 4,294 | -6.45 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 10,645 | 0.00 | 1,172 | 18.62 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 6,579 | 724 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3,442 | 18.28 | 379 | 40.00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 24,751 | 0.89 | 2,725 | 19.68 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 7,349 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 152,294 | 22.23 | 16,768 | 44.97 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 5,280 | 0.00 | 581 | 18.57 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 117,123 | 0.88 | 12,895 | 19.65 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 10,356 | 1,140 | ||||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 3,441 | 0.00 | 379 | 18.50 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 129,376 | -1.00 | 14 | 16.67 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11,561 | 15.12 | 1,273 | 36.48 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 261,512 | -76.97 | 28,793 | -72.68 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 400 | 44 | ||||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 220 | 0.00 | 24 | 20.00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 36,349 | 81.09 | 4,002 | 114.81 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 244,848 | 1.02 | 26,958 | 19.82 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2,936 | 0.00 | 323 | 18.75 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3,091 | 340 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 206,510 | -43.99 | 22,737 | -34.05 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,347 | 148 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 15,754 | -16.35 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 71,899 | -1.38 | 8 | 16.67 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 11,916 | -8.30 | 1,312 | 8.79 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6,840 | 3.87 | 635 | -5.09 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 40,877 | 0.00 | 4,501 | 18.61 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 532,183 | -14.99 | 58,593 | 0.83 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 35,762 | -16.51 | 3,937 | -0.98 | ||||
| 2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 3,033 | -2.16 | 334 | 16.03 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 20,500 | 0.00 | 2,257 | 18.60 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 80,794 | 22.74 | 8,895 | 45.58 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 264,520 | -1.77 | 29,124 | 16.51 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 100,300 | -41.52 | 11,432 | -28.20 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 169,491 | -0.15 | 18,661 | 18.42 | ||||
| 2025-06-27 | 13F | Copley Financial Group, Inc. | 669 | 0.00 | 68 | 0.00 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 9,055 | -3.28 | 997 | 14.61 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 727,471 | -1.48 | 80,095 | 16.85 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1,171,070 | 8.19 | 128,935 | 28.31 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 7,938 | -0.14 | 874 | 18.45 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 26,462 | 262.69 | 2,456 | 231.89 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 17,484 | -15.63 | 1,925 | 0.05 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 11,925 | 0.00 | 1,313 | 18.52 | ||||
| 2025-08-12 | 13F | Bank OZK | 4,279 | -6.43 | 471 | 11.08 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 37,700 | 4,151 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 46,438 | 0.35 | 5,113 | 19.02 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 3,196 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 80,422 | -0.46 | 8,854 | 18.05 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 234 | 0.00 | 26 | 19.05 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 17,826 | -53.47 | 1,963 | -44.83 | ||||
| 2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4,175 | 8.84 | 460 | 28.93 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 12,233 | -76.49 | 1,351 | -72.50 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 8,595 | -27.49 | 946 | -14.00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 10,431 | 0.02 | 1,148 | 18.60 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 17,688 | 64.45 | 1,947 | 95.09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12,414 | 1,367 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 12,094 | -18.56 | 1,332 | -3.41 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 6,061 | -1.38 | 563 | -9.94 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4,638 | 0.00 | 511 | 18.60 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 7,575 | -0.33 | 834 | 18.16 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 49,551 | -14.53 | 5,456 | 11.97 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 293,141 | -6.99 | 32,275 | 10.32 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7,175 | -5.53 | 790 | 11.91 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 14,850 | 0.00 | 1,635 | 18.58 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 9,421 | -11.04 | 1,037 | 5.49 | ||||
| 2025-08-14 | 13F | Acas, Llc | 61,680 | -2.44 | 7,134 | 17.80 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 13,021 | -34.94 | 1,434 | -22.83 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 125,732 | 5.84 | 13,843 | 25.54 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 8,302 | 3.75 | 914 | 23.18 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,777 | -81.58 | 306 | -78.20 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Newton One Investments LLC | 4,135 | 0.00 | 455 | 18.80 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,171 | -61.67 | 129 | -54.77 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 4,753 | 0.00 | 523 | 18.59 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3,946 | -15.56 | 434 | 0.23 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 4,080 | 0.10 | 449 | 18.78 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3,814 | 0.00 | 420 | 18.36 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 6,101 | 0.00 | 672 | 18.55 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 6,079 | -40.38 | 1,662 | 75.69 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 118,943 | 11.13 | 13,096 | 31.81 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 117,390 | -0.18 | 13 | 20.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 51,917 | 3.39 | 5,716 | 22.63 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 9,736 | 0.00 | 1,072 | 18.60 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19,655 | -1.96 | 2,164 | 16.34 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 2,835 | 312 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 32,892 | -7.09 | 3,621 | 10.19 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 26,065 | -10.47 | 2,870 | 6.18 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3,286 | -0.87 | 362 | 17.59 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2,257 | -15.05 | 248 | 0.81 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29,799 | 7.94 | 3,281 | 28.02 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 110,090 | -0.96 | 12,121 | 17.46 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 17,422 | -4.44 | 1,918 | 13.36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 2,342 | 2.99 | 258 | 21.80 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 2,771 | -59.34 | 305 | -51.74 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 710,137 | 11.94 | 78,186 | 32.76 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 128,432 | -3.56 | 14,140 | 14.38 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 77,458 | -3.37 | 8,528 | 14.62 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 78,363 | -8.39 | 8,628 | 8.65 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 16,294 | 0.00 | 1,794 | 18.58 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 25,954 | -0.33 | 2,409 | -8.85 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 4,277 | 0.07 | 471 | 18.69 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 47,166 | -50.00 | 5,193 | -40.62 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 51,678 | 0.95 | 5,690 | 19.72 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 4,923 | 5.17 | 457 | -3.79 | ||||
| 2025-08-04 | 13F | Balentine LLC | 874 | 0.00 | 96 | 18.52 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10,405 | 5.51 | 1,146 | 25.14 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1,098,355 | -10.57 | 120,929 | 6.07 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 3,206 | -21.56 | 353 | -7.12 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 8,457 | 0.00 | 931 | 18.60 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5,509 | 28.84 | 607 | 53.03 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5,072 | 0.00 | 558 | 18.72 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 276,358 | -0.68 | 25,577 | -9.47 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10,929 | -4.65 | 1,204 | 13.17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 291,567 | 1.14 | 32,102 | 19.95 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 35,375 | -9.36 | 3,895 | 7.51 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 555 | 0.00 | 61 | 19.61 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 21,756 | -0.06 | 2,395 | 18.56 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 10,629 | -0.21 | 1,170 | 18.42 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 40,423 | 47.18 | 4,451 | 74.58 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 42,710 | -1.64 | 4,702 | 16.65 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 6,305 | -3.37 | 694 | 14.71 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 191,498 | -15.09 | 21,084 | 0.71 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 17,082 | -0.44 | 1,881 | 18.09 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 164,750 | -0.10 | 18,139 | 18.48 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 27,636 | 3,043 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 31,442 | 9.74 | 3,462 | 30.16 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11,795 | 15.14 | 1 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 22,062 | -30.59 | 2,429 | -17.69 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3,739 | -1.84 | 412 | 16.43 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 234 | 0.00 | 26 | 19.05 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 425 | -55.59 | 49 | -45.45 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 32,539 | -4.15 | 3,583 | 13.68 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 47,416 | -9.85 | 5,220 | 6.92 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 2,689 | 0.00 | 296 | 18.88 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 7,143 | 0.11 | 786 | 18.73 | ||||
| 2025-07-24 | 13F | Eastern Bank | 37,368 | -6.55 | 4,114 | 10.83 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6,321 | -28.88 | 696 | -13.45 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 7,157 | 0.11 | 788 | 18.70 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 731,049 | -0.50 | 80,488 | 18.01 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 31,066 | 0.00 | 3,420 | 18.63 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20,200 | 0.00 | 2,224 | 18.61 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7,635 | 0.00 | 873 | 21.45 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 97,490 | 3.60 | 10,734 | 22.87 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 1,931 | 213 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 8,448 | -34.07 | 930 | -21.78 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 66,514 | 0.00 | 7,323 | 18.61 | ||||
| 2025-04-08 | 13F | Presidio Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 6,088 | 0.00 | 670 | 18.58 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 18,640 | 0.00 | 2,052 | 18.61 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 151,419 | -8.60 | 16,671 | 8.40 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 152,306 | -41.72 | 16,769 | -30.87 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4,709 | -1.26 | 518 | 17.19 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 3,689 | 0.00 | 406 | 18.71 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 1,280 | 0.00 | 141 | 18.64 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 11,408 | -24.65 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 7,368 | 0.00 | 811 | 18.74 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 800 | 19.40 | 0 | |||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 13,675 | 0.12 | 1,506 | 18.78 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 9,056 | 0.00 | 997 | 18.69 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 9,507 | 0.00 | 1,047 | 18.59 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 4,717 | 0.00 | 519 | 18.76 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5,865 | 0.00 | 646 | 18.57 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,769 | 84.46 | 2,617 | 118.73 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2,570 | 283 | ||||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 60,403 | 0.81 | 6,650 | 19.58 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 11,905 | -4.78 | 1,311 | 12.93 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 130,769 | -13.54 | 14,398 | 2.54 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 264,132 | -2.09 | 24,519 | -10.48 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 79,607 | 6.74 | 8,765 | 26.59 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 471 | 0.21 | 52 | 23.81 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 9,580 | 55.02 | 1,055 | 83.94 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES | 5,291 | 51.21 | 583 | 79.63 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 996 | 0.00 | 110 | 18.48 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 15,448 | -1.84 | 1,701 | 16.44 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 97,659 | 193.91 | 10,752 | 248.64 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 38,834 | 3.54 | 4,276 | 22.81 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 452 | 0.00 | 50 | 16.67 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 6,686 | -0.15 | 736 | 18.52 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 5,594 | 0.00 | 616 | 18.50 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,832 | 0.00 | 202 | 18.24 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 5,706 | 0.00 | 628 | 18.71 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,048,050 | -3.58 | 225,490 | 14.36 | ||||
| 2025-08-26 | NP | GRZZX - Leuthold Grizzly Short Fund | Short | -22,820 | -41.26 | -2,512 | -30.34 | |||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 770,011 | 11,334.67 | 7 | -99.04 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 7,610 | 0.00 | 838 | 18.56 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 50,876 | 51.95 | 5,601 | 80.21 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 12,230 | -4.51 | 1,347 | 13.30 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 51,561 | 0.59 | 5,677 | 19.29 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 8,357 | 101.23 | 920 | 138.96 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3,207 | 353 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3,333,902 | 0.42 | 367 | 19.16 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 2,045 | 225 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,999 | 440 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 71,395 | -37.05 | 7,861 | -25.34 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 9,219 | 0.09 | 1 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 5,801 | 0.00 | 639 | 18.59 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 16,500 | 1,817 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 11,446 | 59.64 | 1,260 | 89.47 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2,904 | -18.08 | 320 | -3.04 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12,095 | -1.67 | 1,332 | 16.65 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 8,805 | 15.16 | 969 | 36.67 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 396,123 | 7.64 | 37,493 | -2.22 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 3,099 | 0.00 | 341 | 18.82 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 19,063 | 2.95 | 2,099 | 22.12 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 2,373 | 241 | ||||||
| 2025-08-05 | 13F | Navalign, LLC | 3,063 | -7.80 | 337 | 9.42 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 19,068 | -15.68 | 2,099 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 67,004 | -61.60 | 7,377 | -54.45 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 55,668 | -2.63 | 6,129 | 15.51 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 4,476 | -1.93 | 493 | 16.31 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 22,617 | 0.00 | 2,490 | 18.63 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 53,522 | 12.07 | 5,893 | 32.91 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1,180 | 0.00 | 130 | 18.35 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 3,456 | 0.00 | 381 | 18.75 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 445,816 | -6.84 | 49,084 | 10.50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 193,687 | 1,093.98 | 23,892 | 1,487.44 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 30,057 | -1.02 | 2,790 | -9.50 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 36,653 | 0.00 | 4,035 | 18.61 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 100 | 0.00 | 11 | 22.22 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 3,123 | -0.10 | 344 | 18.28 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 9,592 | 1,056 | ||||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 31,130 | -0.05 | 3,427 | 18.54 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 2,781 | 282 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 96,647 | -35.29 | 10,641 | -23.25 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 29,667 | 31.15 | 3 | 50.00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 4,499 | -4.76 | 495 | 13.01 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 13,879 | -41.25 | 1,528 | -30.32 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2,499 | -6.82 | 275 | 10.89 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,341 | 42.48 | 258 | 69.08 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 11,750 | 34.29 | 1,294 | 59.24 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 9,522 | 0.00 | 1,048 | 18.69 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 10,009 | 0.00 | 1,102 | 18.51 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2,425 | 0.08 | 269 | 28.85 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 124,574 | -4.16 | 13,716 | 13.67 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 112,782 | 6.27 | 12,417 | 26.05 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 10,342 | 1,139 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 160,919 | -25.09 | 17,717 | -11.16 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5,861 | -0.81 | 645 | 17.70 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 497 | 11.69 | 55 | 31.71 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 3,265 | -0.03 | 360 | 18.48 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 163,647 | -0.51 | 18,018 | 18.00 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20,291 | -3.83 | 2,234 | 14.10 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 4,488 | 0.00 | 417 | 0.00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 43,682 | 12.52 | 4,809 | 33.47 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 74,867 | 2.61 | 8,243 | 21.69 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 4,388 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1,838 | 202 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 9,601 | -5.18 | 1,057 | 2.82 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 2,360 | -2.88 | 260 | 15.11 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 3,629 | 0.00 | 400 | 18.75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,875,636 | 5.43 | 206,508 | 25.05 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21,070 | 0.97 | 2,320 | 19.72 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 2,404 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,083,991 | -1.94 | 119,347 | 16.31 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 16,677 | -3.63 | 1,836 | 14.32 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 121,681 | 0.01 | 13,397 | 18.62 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 6,700 | -0.16 | 738 | 18.49 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3,827 | 6.75 | 421 | 26.81 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 16,358 | -2.22 | 1,801 | 15.97 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 6,846 | -10.71 | 754 | 5.91 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 13,655 | -0.98 | 1,503 | 17.42 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 612 | 0.00 | 67 | 19.64 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 2,485 | 274 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 70,708 | -0.37 | 7,785 | 18.46 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 312,922 | -0.68 | 34,453 | 17.80 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 14,696 | 0.01 | 1,618 | 18.62 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 15,556 | -2.66 | 1,713 | 15.44 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17,044 | 2.90 | 1,877 | 22.06 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 16,509 | 0.01 | 1,818 | 18.60 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 3,592 | 0.06 | 396 | 18.62 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 2,431 | 0.00 | 268 | 18.67 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 419,087 | -22.80 | 47,918 | -5.60 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3,185 | -2.81 | 351 | 15.13 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 2,209 | -8.79 | 243 | 8.48 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 13,007 | -2.87 | 1,432 | 15.21 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 79,056 | -11.01 | 8,704 | 5.55 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 105 | 0.00 | 12 | 22.22 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 2,638 | 0.00 | 290 | 18.85 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 6,324 | 0.00 | 696 | 18.57 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 30,828 | 139.79 | 3,394 | 184.49 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 15,475 | -1.23 | 1,704 | 17.13 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 9,979 | 0.00 | 1,106 | 33.62 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 65,517 | 2.46 | 7,213 | 21.51 | ||||
| 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 | 452,062 | -10.60 | 49,772 | 6.04 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 18 | 0.00 | 0 |
