Mga Batayang Estadistika
| Pemilik Institusional | 341 total, 341 long only, 0 short only, 0 long/short - change of 16.95% MRQ |
| Alokasi Portofolio Rata-rata | 0.9245 % - change of -0.93% MRQ |
| Saham Institusional (Jangka Panjang) | 64,616,062 (ex 13D/G) - change of 12.34MM shares 23.60% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,879,812 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF (US:JPIE) memiliki 341 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 64,616,062 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Morgan Stanley, Savant Capital, LLC, Sequoia Financial Advisors, LLC, Heritage Financial Services, LLC, Bank Of America Corp /de/, Royal Bank Of Canada, Advisor Group Holdings, Inc., Warren Averett Asset Management, LLC, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF (ARCA:JPIE) 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 46.48 / share. Previously, on September 9, 2024, the share price was 46.09 / share. This represents an increase of 0.85% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,436 | 1,336.00 | 67 | 1,550.00 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 43,470 | -5.85 | 2,014 | -5.36 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 220 | 0 | ||||||
| 2025-07-25 | 13F | Dynamic Financial Group | 5,689 | 0.00 | 264 | 0.38 | ||||
| 2025-04-25 | 13F | Essex Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 367,919 | 72.10 | 17,042 | 73.04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 295,151 | 9.99 | 13,671 | 10.58 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 8,432 | 1.42 | 391 | 1.83 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 13,009 | 94.48 | 603 | 95.45 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 10,432 | -0.62 | 482 | 0.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 51,600 | 40.00 | 2,390 | 40.75 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 49,089 | -4.38 | 2,274 | -3.85 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 29,350 | 95.43 | 1,360 | 99.56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 29,572 | 13.44 | 1,370 | 14.08 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 54,936 | 14.89 | 2,545 | 15.53 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 512,098 | 71.01 | 23,669 | 71.58 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 62,820 | -23.73 | 2,910 | -23.33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,330 | 62 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 62,030 | 2,873 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10,002 | 463 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4,363 | 202 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 245,906 | 48.30 | 11,390 | 49.10 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 88,216 | 224.13 | 4,086 | 226.10 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,156 | -4.62 | 239 | -4.42 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 332,128 | 39.93 | 15,384 | 40.69 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 950,717 | 44,037 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 155,606 | 22.99 | 7,187 | 23.66 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 454,947 | 0.94 | 21,073 | 1.49 | ||||
| 2025-04-30 | 13F | 49 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 12,463 | -30.23 | 1 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 4,440 | 0.00 | 206 | 0.49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6,850,626 | 35.19 | 317,321 | 35.92 | ||||
| 2025-07-28 | 13F | Essex LLC | 6,545 | 0.00 | 303 | 0.66 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 10,578 | -6.11 | 490 | -5.78 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 32,313 | 29.89 | 1,496 | 30.66 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7,528 | 349 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 42,358 | 1.45 | 1,962 | 1.98 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2,729 | 126 | ||||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9,808 | -38.31 | 454 | -37.98 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 623 | 29 | ||||||
| 2025-07-22 | 13F | Peoples Bank /oh | 46,869 | -12.36 | 2,171 | -11.90 | ||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 40,201 | 1.05 | 1,862 | 1.64 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 13,510 | 6.59 | 626 | 7.20 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 77,072 | -1.34 | 3,570 | -0.83 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,656 | 6.27 | 308 | 6.94 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 102,471 | 17.18 | 4,746 | 17.83 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 21,974 | 33.02 | 1,013 | 35.97 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 87,289 | 6.54 | 4,043 | 7.13 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 108,866 | 26.30 | 5,043 | 26.97 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 97,679 | 50.04 | 4,524 | 50.85 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 48,433 | 2,243 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9,003 | -13.62 | 417 | -13.12 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 320,004 | 4.51 | 14,823 | 5.07 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 123,756 | 427.92 | 5,732 | 431.23 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 138,151 | 743.88 | 6,399 | 748.67 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 10,260 | 475 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 17,727 | 0.00 | 821 | 0.61 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,164,650 | 15.69 | 100,267 | 16.32 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 7,773 | 0.00 | 360 | 0.56 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 84 | 0.00 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 58,097 | 2,691 | ||||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 153,576 | 4.03 | 7,114 | 4.59 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 302,553 | 23.09 | 14,014 | 23.77 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 4,650 | 215 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 501 | -40.21 | 23 | -39.47 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 107,391 | 4,974 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 5,681 | 0.00 | 263 | 0.77 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 148,741 | -2.05 | 6,890 | -1.53 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1,025,387 | 15.17 | 47,496 | 15.80 | ||||
| 2025-05-06 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) | 764,671 | -13.86 | 35,420 | -13.39 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 341,625 | 4.57 | 15,824 | 5.14 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 9,789 | -56.43 | 453 | -56.23 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,695,517 | 24.84 | 124,856 | 25.52 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 11,665 | 0.00 | 540 | 0.56 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,852 | -89.70 | 271 | -89.64 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 23,099 | 39.75 | 1,064 | 41.11 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 453,068 | 13.73 | 20,986 | 14.35 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 75,646 | -25.58 | 3,504 | -25.20 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 125,936 | 89.63 | 5,833 | 90.68 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 748,430 | 47.66 | 34,667 | 48.47 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 105,869 | 19.02 | 4,904 | 19.64 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 8,455 | 0.00 | 392 | 1.30 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 23,605 | 0.00 | 1,093 | 0.55 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 16,838 | -1.52 | 780 | -0.38 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5,531 | -1.93 | 255 | -1.55 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11,904 | 551 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3,805,538 | 18.92 | 176,273 | 19.57 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 108,506 | 0.10 | 5,026 | 0.66 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 57 | -81.31 | 3 | -85.71 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,000 | 0.00 | 232 | 0.43 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 49,008 | -8.69 | 2,270 | -8.17 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 61,710 | 6.82 | 2,858 | 7.40 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 107 | 0.00 | 5 | 0.00 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 20,477 | -90.95 | 948 | -90.90 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 338,335 | 25.79 | 15,672 | 26.47 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 13,673 | -53.15 | 633 | -52.90 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 9,617 | -46.08 | 445 | -45.80 | ||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 31,880 | 23.81 | 1,477 | 24.45 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 27,553 | -23.16 | 1,276 | -22.71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,822,056 | 13.20 | 84,434 | 13.81 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5,545 | 3.30 | 257 | 3.64 | ||||
| 2025-04-25 | 13F | Argent Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 4,742 | 220 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 199,408 | 1.83 | 9,237 | 2.38 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 5 | 0.00 | 0 | |||||
| 2025-08-27 | NP | TFAZX - TFA Tactical Income Fund Class I | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12,109 | 561 | ||||||
| 2025-08-27 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 27,072 | -22.12 | 1,254 | -21.74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 17,889 | 52.99 | 829 | 53.90 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 11,503 | 533 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 53 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51,414 | 28.95 | 2,382 | 29.68 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 27,859 | 1,290 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 3,316 | -91.51 | 154 | -91.50 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 86,482 | 1.46 | 3,995 | 1.76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 51,573 | 618.59 | 2,389 | 623.64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 437,512 | 241.64 | 20,266 | 243.53 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 6,421 | 15.46 | 297 | 15.63 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,642 | 26.40 | 76 | 28.81 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4,801 | 221 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 169,919 | -1.27 | 7,871 | -0.73 | ||||
| 2025-04-25 | 13F | Wise Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 70,998 | -6.01 | 3,289 | -5.49 | ||||
| 2025-07-23 | 13F | Matisse Capital | 6,700 | 0.00 | 310 | 0.65 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 393,616 | 4.22 | 18,150 | 4.30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 165,630 | -0.57 | 8 | 0.00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,527 | 256 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 243,851 | 148.00 | 11,295 | 149.39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9,269 | 228.69 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 26,480 | 1,227 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 14,092 | 118.38 | 653 | 119.53 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 181,823 | -5.02 | 8,422 | -4.50 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6,210 | 288 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 219,883 | 5.32 | 10 | 11.11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 33,417 | 1,540 | ||||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 5,416 | -18.41 | 251 | -18.03 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5,141 | 238 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 31,577 | 25.98 | 1,463 | 26.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 149,989 | 13.89 | 6,948 | 14.52 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 996,058 | 1.11 | 46,137 | 1.66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 155,143 | 0.97 | 7,189 | 1.53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 115,004 | 72.92 | 5 | 66.67 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5,370 | 0.47 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 28,796 | 52.70 | 1,334 | 53.57 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 68,532 | 314.69 | 3,174 | 317.08 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 141 | 7 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 99,192 | 1.63 | 4,595 | 2.18 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 5,245 | 243 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 225 | -2.61 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28,242 | 39.83 | 1,308 | 40.65 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 29,478 | 174.34 | 1,365 | 175.76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 380,325 | 21.99 | 18 | 21.43 | ||||
| 2025-07-16 | 13F | Novem Group | 4,511 | 209 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 94,659 | 0.91 | 4,385 | 1.46 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6,000 | -20.00 | 278 | -19.71 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 562,436 | 3.98 | 26,052 | 5.30 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 94,659 | 4,385 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13,557 | -8.09 | 628 | -7.66 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 26,751 | 14.01 | 1,239 | 14.72 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8,218 | 5.72 | 381 | 6.15 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2,205,824 | 1.06 | 102,174 | 1.61 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 34,204 | -7.76 | 1,584 | -7.26 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 50,404 | 9.71 | 2 | 0.00 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 831,895 | 2.48 | 38,533 | 3.03 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 4,456 | 0.00 | 206 | 0.49 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 230,805 | -23.91 | 10,691 | -23.50 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 11,800 | 0.00 | 547 | 0.55 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 29,664 | 1,374 | ||||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 103,064 | 4.81 | 4,774 | 5.36 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 5,933 | 275 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 29,903 | 18.25 | 1,385 | 18.99 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 160,511 | 7.33 | 7,435 | 7.91 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 405,387 | -3.94 | 18,778 | -3.43 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 14,610 | -1.66 | 677 | -1.17 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 6,551 | 303 | ||||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 43,197 | 21.81 | 2,001 | 22.47 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,434 | -8.60 | 252 | -7.38 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 10,854 | 86.30 | 503 | 87.31 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 851,022 | 3.14 | 39,419 | 3.70 | ||||
| 2025-08-07 | 13F | PFG Advisors | 38,217 | 36.77 | 1,770 | 37.53 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 489,979 | 3.24 | 22,696 | 3.80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,259 | 1,031 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 48,625 | 1.84 | 2,252 | 2.41 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 29,395 | -3.21 | 1,362 | -2.72 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 18,985 | 879 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 14,377 | -1.44 | 666 | -1.04 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,757,302 | 31.17 | 81,398 | 31.88 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 12,685 | 518 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 5,320 | -69.39 | 246 | -69.25 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,820 | 84 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80,993 | 41.60 | 3,752 | 42.35 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 15,854 | 730 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 30,459 | 96.79 | 1,411 | 97.76 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 32,786 | 3.08 | 1,519 | 3.62 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 49,083 | 920.44 | 2,274 | 928.51 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,055,359 | -7.50 | 49 | -7.69 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,988 | 926 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 502,695 | 7.36 | 23,285 | 7.94 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 414,021 | 19.22 | 19,177 | 19.87 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 174,703 | 7.15 | 8 | 14.29 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 9,134 | -10.23 | 423 | -9.62 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 63,260 | 2,930 | ||||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 7 | 0 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 29,976 | 55.08 | 1,388 | 55.96 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 715,190 | 6.18 | 33,128 | 6.75 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 6,180 | 286 | ||||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 102,554 | -18.56 | 4,750 | -18.12 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 21,513 | -92.83 | 996 | -92.79 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 176,310 | -0.26 | 8,167 | 0.27 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5,969 | 276 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 175,032 | 11.57 | 8,107 | 12.18 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 32,523 | -20.74 | 1,506 | -20.32 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 284,155 | -1.99 | 13,162 | -1.45 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16,649 | 223.22 | 771 | 225.32 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 22,033 | 348.92 | 1,021 | 351.33 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 238 | 0.00 | 11 | 10.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 9 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 44,737 | 3.59 | 2,072 | 4.17 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 108,925 | 5,014 | ||||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 64,685 | 2,996 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 120,634 | 16.10 | 5,588 | 16.71 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 695 | -27.00 | 32 | -25.58 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4,783 | -15.97 | 222 | -15.65 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6,086 | -7.44 | 282 | -6.95 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 22,057 | 1,022 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 12,274 | -8.20 | 569 | -7.64 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 18,967 | -36.44 | 879 | -36.10 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 4,832 | -6.56 | 224 | -6.30 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 473,539 | -0.52 | 21,934 | 0.02 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,025 | 47 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 16,844 | 780 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 39,459 | 25.12 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 310,331 | -3.36 | 14,375 | -2.84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22,915 | -36.05 | 1,120 | -32.63 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 53,534 | 17.57 | 2,480 | 19.35 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 98,696 | 6.82 | 4,572 | 7.40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 985,518 | 125.39 | 45,649 | 126.61 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 9,548 | 3.12 | 442 | 3.76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 109 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 20,711 | 959 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 14,270 | 6.26 | 661 | 6.80 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7,784 | 361 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 764 | 1.46 | 35 | 2.94 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 48,110 | 0.95 | 2,228 | 1.50 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,609 | 167 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,986,436 | 1.26 | 92,012 | 1.81 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 4,750 | 220 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19,293 | -3.82 | 894 | -3.35 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 9,606 | 15.65 | 444 | 15.97 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 36,996 | 30.35 | 1,714 | 31.06 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64,866 | 9.94 | 3,005 | 10.52 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 157,552 | 7,298 | ||||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 12,738 | -1.26 | 590 | -0.67 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 131,443 | 0.17 | 6,088 | 0.71 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 12,772 | 0.34 | 592 | 0.85 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 451 | -3.43 | 21 | -4.76 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 170,545 | 2,517.73 | 7,900 | 2,533.00 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 297,192 | 38.17 | 13,766 | 38.91 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 29,037 | 1,345 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1,600 | 0.00 | 74 | 1.37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5,540 | 0.00 | 257 | 0.39 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 8,898 | -2.28 | 412 | -1.67 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 5,275 | 244 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 656,341 | 3.56 | 30,402 | 4.12 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 150,868 | 12.14 | 6,988 | 12.75 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 4,837 | 3.09 | 224 | 3.70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 405,877 | 82.89 | 18,800 | 83.90 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7,795 | 37.14 | 361 | 38.31 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16,094 | 745 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 162 | 0.00 | 8 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 12,187 | 8.44 | 564 | 9.09 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 79 | 4 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 7,166 | 23.42 | 332 | 23.97 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 5,259 | -0.28 | 244 | 0.41 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 141,638 | 6.19 | 6,561 | 6.77 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 401,152 | 1.41 | 18,581 | 1.96 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 482,877 | 12.11 | 22,367 | 12.72 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 341,851 | 7.16 | 15,835 | 7.74 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18,486 | -14.23 | 856 | -13.71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,402 | 62.46 | 64 | 61.54 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,000 | 0.00 | 46 | 0.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 50,454 | -5.47 | 2,337 | -4.92 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 78,944 | 128.00 | 3,653 | 129.25 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 517,157 | 9.30 | 23,955 | 9.90 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 809 | 37 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 215,267 | 23.19 | 9,971 | 23.86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5,287 | 245 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,598,821 | 83.36 | 74,057 | 84.35 | ||||
| 2025-08-14 | 13F | Comerica Bank | 25,415 | 9.22 | 1,177 | 9.79 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 3,316 | -95.58 | 154 | -95.55 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 45,960 | -5.07 | 2,129 | -4.57 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12,192 | 174.97 | 565 | 176.47 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 262,258 | 6.07 | 12,148 | 6.38 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 18,838 | -9.71 | 873 | -9.26 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 108,927 | 6.69 | 5,046 | 7.27 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9,218 | -8.95 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 6,100 | 0.00 | 283 | 0.36 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,210,220 | 28.53 | 148,697 | 29.23 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,606 | 121 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 6,200 | 0.00 | 287 | 0.70 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20,985 | 972 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 19,794 | -5.21 | 1 | |||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 189,510 | 1.74 | 8,778 | 2.31 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 29,247 | 1,355 | ||||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 43,972 | -26.98 | 2,037 | -26.60 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 79,964 | 67.93 | 3,704 | 68.86 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 143,595 | -1.91 | 6,651 | -1.38 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,482 | 43.88 | 69 | 44.68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15,285 | 5.84 | 708 | 6.47 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6,999 | 324 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 111,041 | 200.73 | 5,143 | 202.35 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 921 | -36.92 | 43 | -37.31 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 60,339 | 0.96 | 2,795 | 1.49 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 93,844 | -60.62 | 4,347 | -60.41 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,096,120 | 49.21 | 50,772 | 50.02 | ||||
| 2025-06-24 | NP | JNBAX - JPMorgan Income Builder Fund Class A | 514,265 | 0.00 | 23,672 | 0.04 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 6,318 | 1,108.03 | 293 | 1,116.67 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 24,766 | 2.25 | 1,147 | 2.87 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 238 | -58.17 | 11 | -60.00 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 15,850 | -6.84 | 734 | -6.26 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 71,446 | -13.13 | 3,309 | -12.65 | ||||
| 2025-06-24 | NP | JFLI - JPMorgan Flexible Income ETF | 12,837 | 591 | ||||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5,996 | 278 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 90,738 | 18.88 | 4,203 | 19.51 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 137,697 | 2.85 | 6,378 | 3.42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 125,414 | 329.34 | 5,809 | 331.90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 208,092 | 0.10 | 9,586 | 0.09 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 222,272 | 32.76 | 10,296 | 33.48 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6,215 | 3.33 | 288 | 3.61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 710,909 | 21.11 | 32,929 | 21.77 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 62,008 | 2,872 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31,267 | 32.68 | 1,448 | 33.46 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 287,787 | 3.16 | 13,330 | 3.82 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 893 | 3.00 | 41 | 5.13 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 10,980 | 0.00 | 506 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 107,738 | 222.40 | 4,990 | 224.24 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 127,432 | 166.68 | 6 | 150.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,935 | -17.59 | 507 | -16.91 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 49,383 | -0.59 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 52,055 | 30.52 | 2,411 | 31.25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 495,664 | 1,268.03 | 22,959 | 1,275.61 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 112,665 | 12.68 | 5,219 | 13.29 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16,566 | 46.78 | 767 | 47.78 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14,941 | 218.64 | 692 | 220.37 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 101,567 | 28.43 | 4,705 | 29.12 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 17,529 | 3.23 | 812 | 3.71 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 28,997 | 1,343 |
