Mga Batayang Estadistika
| Pemilik Institusional | 1388 total, 1376 long only, 1 short only, 11 long/short - change of -0.29% MRQ |
| Alokasi Portofolio Rata-rata | 0.4631 % - change of -10.71% MRQ |
| Saham Institusional (Jangka Panjang) | 29,378,217 (ex 13D/G) - change of 0.82MM shares 2.86% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 14,162,345 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR S&P MidCap 400 ETF Trust (US:MDY) memiliki 1388 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 29,378,217 saham. Pemegang saham terbesar meliputi Kingstone Capital Partners Texas, LLC, Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Northern Trust Corp, Us Bancorp \de\, Pathstone Holdings, LLC, Goldman Sachs Group Inc, Pnc Financial Services Group, Inc., and Moore Capital Management, Lp .
Struktur kepemilikan institusional SPDR S&P MidCap 400 ETF Trust (ARCA:MDY) 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 602.89 / share. Previously, on September 6, 2024, the share price was 537.95 / share. This represents an increase of 12.07% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 69,817 | -0.37 | 39,550 | 5.79 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 1,242 | 0.00 | 704 | 6.19 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 80 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 1,492 | -0.73 | 845 | 5.49 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 954 | 81.37 | 540 | 92.86 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 108,920 | 3,580.97 | 62 | 6,000.00 | ||||
| 2025-07-09 | 13F | Renaissance Investment Group LLC | 2,273 | -4.21 | 1,288 | 1.74 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 4,038 | -19.24 | 2,288 | -14.25 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 522 | 0.00 | 296 | 6.12 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 835 | 0.00 | 475 | 6.28 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 483 | 5.00 | 273 | 11.43 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 363 | 206 | ||||||
| 2025-04-17 | 13F | Brown Miller Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 783 | -5.89 | 444 | 0.00 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 1,241 | -8.88 | 703 | -3.31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 252 | 45.66 | 143 | 54.35 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 1,356 | 115.58 | 768 | 129.25 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 4,082 | -13.28 | 2,312 | -7.93 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 519 | 0.00 | 294 | 6.52 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 15,752 | 0.22 | 8,923 | 6.42 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 20,102 | -4.78 | 11,387 | 12.70 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 2,743 | 0.00 | 1,554 | 6.15 | ||||
| 2025-08-07 | 13F | Prescott Group Capital Management, L.l.c. | 49,323 | 43.70 | 27,940 | 52.59 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 15,450 | -1.36 | 8,752 | 4.75 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 1,380 | 0.00 | 782 | 6.11 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 404 | 0.00 | 229 | 6.05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 415,574 | -3.21 | 235,414 | 2.78 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 607 | 37.33 | 344 | 45.96 | ||||
| 2025-07-24 | 13F | M. Kraus & Co | 1,375 | 0.00 | 779 | 6.14 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 47 | 0.00 | 27 | 8.33 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 54,401 | 0.12 | 3,485 | 7.53 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 500 | 5.93 | 267 | -0.75 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 776 | 0.26 | 439 | 14.32 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 673 | 0.00 | 381 | 6.13 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 1,282 | 0.94 | 726 | 7.24 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 586 | 0.00 | 332 | 6.09 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 475 | 0.00 | 269 | 6.32 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 39,232 | -2.71 | 22 | 4.76 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 577 | -15.64 | 327 | -10.16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24,826 | 2.01 | 14,064 | 8.32 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 2,050 | -1.91 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 897 | -21.52 | 508 | -16.58 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 5,086 | 8.42 | 2,881 | 15.15 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11,843 | -2.75 | 6,709 | 3.26 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2,061 | 5.75 | 1,168 | 12.32 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 172 | 0.00 | 97 | 6.59 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,001 | -1.27 | 9,064 | 4.83 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 250 | 0.00 | 142 | 6.77 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 800 | 0.00 | 453 | 6.34 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3,272 | -1.09 | 1,853 | 4.99 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 4,359 | 0.00 | 2,469 | 6.19 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 857 | -0.46 | 485 | 5.66 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 4,535 | -8.88 | 2,569 | -3.24 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 125 | 0.00 | 71 | -1.41 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1,371 | -1.08 | 777 | 5.01 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2,819 | 15.77 | 1,597 | 22.86 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 4,321 | -2.66 | 2,448 | 3.34 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 1,501 | -8.64 | 853 | -2.96 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 400 | 0.00 | 227 | 6.10 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 5,056 | -0.02 | 2,864 | 6.15 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 744 | 46.46 | 422 | 55.93 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 1,191 | 0.00 | 635 | -6.34 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 3,255 | 9.74 | 1,844 | 16.50 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 19,107 | -0.02 | 10,824 | 6.16 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 133 | 0.00 | 76 | 5.63 | ||||
| 2025-05-15 | 13F | BlueCrest Capital Management Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 50 | 0.00 | 28 | 7.69 | ||||
| 2025-08-14 | 13F | Symmetry Investments LP | 13,250 | -24.26 | 7,506 | -19.59 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2,753 | -4.14 | 1,559 | 1.83 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Scientech Research LLC | 3,043 | 277.54 | 1,724 | 301.63 | ||||
| 2025-08-11 | 13F | Long Road Investment Counsel, LLC | 1,750 | 32.58 | 991 | 40.77 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 4,007 | -3.00 | 2,270 | 2.95 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 17,127 | -2.28 | 9,702 | 3.76 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 881 | -14.96 | 499 | -9.60 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 1,316 | 6.56 | 745 | 13.22 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 585 | 0.00 | 331 | 6.09 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 1,825 | 0.00 | 1,034 | 6.17 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB | 70,048 | 10.88 | 39,681 | 17.74 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2,539 | 2.75 | 1,438 | 9.10 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,582 | -15.76 | 896 | -10.68 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 400 | -33.33 | 227 | -29.37 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 50 | 0.00 | 28 | 7.69 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 4,708 | 2.50 | 2,512 | -4.01 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 839 | -2.89 | 475 | 3.26 | ||||
| 2025-05-15 | 13F | BW Gestao de Investimentos Ltda. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2,757 | -1.18 | 1,562 | 4.91 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 50 | 0.00 | 28 | 7.69 | ||||
| 2025-05-15 | 13F | Passaic Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,219 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 514 | 0.39 | 291 | 6.23 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 1,393 | 0.00 | 789 | 6.19 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 450 | 0.00 | 255 | 5.83 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 14,258 | -6.13 | 8,077 | -0.33 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 6,965 | -3.85 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 465 | 0.00 | 263 | 6.05 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 15,834 | -0.03 | 8,970 | 6.15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 526,538 | -4.95 | 298,273 | 0.93 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 10,380 | -3.39 | 5,880 | 2.58 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 544 | 0.00 | 308 | 6.21 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 818 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 487 | 17.35 | 276 | 24.43 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 12,202 | -0.14 | 6,912 | 6.04 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 51,690 | -15.21 | 3,206 | -9.90 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1,075 | 0.00 | 609 | 6.28 | ||||
| 2025-05-14 | 13F | D L Carlson Investment Group Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 309 | 175 | ||||||
| 2025-08-18 | NP | GVMCX - Government Street Mid-Cap Fund | 7,000 | 0.00 | 3,965 | 6.19 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 4,426 | -32.44 | 2,507 | -28.25 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 537 | 0.00 | 304 | 6.29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,597 | -4.28 | 3,737 | 1.66 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 132,647 | -2.18 | 75,140 | 3.87 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1,440 | -25.81 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 1,868 | -8.57 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 431 | -3.79 | 244 | 2.52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 904 | 36.76 | 512 | 45.45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 190 | 19.50 | 108 | 27.38 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 1,105 | -45.70 | 626 | -42.30 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 2,241 | 2.28 | 1,269 | 8.65 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 1,887 | 0.00 | 1,069 | 6.16 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 25,464 | -4.69 | 14,424 | 1.22 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2,254 | 5.67 | 1,277 | 12.13 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 1,137 | -2.15 | 644 | 3.88 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2,604 | 1,475 | ||||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2,101 | 0.00 | 1,190 | 6.16 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 224,683 | 3.37 | 127,279 | 9.76 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 50 | 0.00 | 28 | 7.69 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 617 | 0.00 | 351 | 6.06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,127 | -9.58 | 4,037 | -3.97 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 1,663 | -62.49 | 942 | -60.17 | ||||
| 2025-07-17 | 13F | City Holding Co | 240 | 166.67 | 136 | 181.25 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 1,426 | 0.00 | 808 | 6.18 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 603 | -1.79 | 342 | 4.28 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 13,789 | -0.17 | 7,836 | 6.08 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 10,047 | 6.39 | 5,710 | 13.32 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 1,344 | 1 | ||||||
| 2025-07-18 | 13F | United Bank | 1,025 | 0.00 | 581 | 6.23 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,095 | -2.23 | 620 | 3.85 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 16,054 | -0.59 | 9,094 | 5.56 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 88 | -10.20 | 50 | -5.77 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 10,574 | -0.08 | 5,990 | 6.11 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 15,542 | 8,804 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 30,806 | 3.36 | 17,451 | 9.75 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 2,622 | -3.74 | 1,512 | 3.56 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8,839 | -3.56 | 5,007 | 2.41 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 4,356 | -6.92 | 2 | 0.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,050 | 0.00 | 606 | 12.66 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,056 | 3.23 | 598 | 9.72 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1,045 | 0.10 | 592 | 6.10 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 902 | 0.00 | 1 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 47,327 | -1.26 | 25,248 | -7.52 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 2,004 | 0.00 | 1,135 | 6.17 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 1,858 | 0.00 | 991 | -6.33 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 469 | 0.00 | 266 | 6.00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 395 | 0.25 | 224 | 6.19 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 1,353 | 0.00 | 766 | 6.24 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 203,192 | -21.50 | 115,104 | -16.64 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 8,750 | 0.31 | 4,957 | 6.51 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 700 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 8,534 | -7.93 | 4,834 | -2.22 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 2,985 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 16,500 | -4.60 | 9,347 | 1.30 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 80,953 | -0.83 | 47,149 | 8.27 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2,363 | 15.27 | 1,339 | 22.42 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27,377 | -0.74 | 16 | 7.14 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 11,860 | 0.02 | 6,718 | 6.21 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 931 | -3.02 | 528 | 2.93 | ||||
| 2025-08-14 | 13F | Basswood Capital Management, L.l.c. | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-25 | 13F | JustInvest LLC | 500 | -0.20 | 283 | 5.99 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 4,789 | 0.00 | 2,713 | 6.19 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 18 | 5.88 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1,100,679 | -1.39 | 623,513 | 4.71 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 1,077 | 0.00 | 610 | 6.27 | ||||
| 2025-08-07 | 13F | Teachers Retirement System Of The State Of Kentucky | 9,444 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 473 | 0.00 | 268 | 5.95 | ||||
| 2025-05-13 | 13F | Employees Retirement System of Texas | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 12,325 | -3.20 | 6,982 | 2.78 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 3,894 | 0.52 | 2,206 | 6.73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 44,311 | -17.94 | 25,101 | -12.86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7,688 | 20.82 | 4,355 | 28.31 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 68,185 | -1.61 | 38,625 | 4.48 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 1,962 | -2.97 | 1,111 | 3.06 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 427 | 0.00 | 242 | 6.17 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 1,220 | 0.00 | 691 | 6.31 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 7,449 | -1.72 | 4 | 0.00 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 673 | 0.00 | 381 | 6.13 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 5,853 | -0.58 | 3,316 | 5.57 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 2,767 | 0.25 | 1,568 | 6.45 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 16,526 | -5.32 | 9,362 | 0.54 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,718 | 0.95 | 4,373 | 7.21 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 79 | 0.00 | 45 | 4.76 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 443 | 0.00 | 251 | 5.93 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 6,864 | -0.95 | 3,888 | 5.17 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 1,401 | -74.84 | 794 | -73.29 | ||||
| 2025-07-11 | 13F | Bell Bank | 1,135 | -14.98 | 643 | -9.83 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 1,258 | 0.88 | 713 | 7.07 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 10,041 | 4.86 | 5,706 | 11.40 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 2,665 | 0.00 | 1,510 | 6.19 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 470 | -5.43 | 266 | 0.38 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1,683 | -2.32 | 953 | 3.70 | ||||
| 2025-08-07 | 13F/A | Ellerson Group Inc /adv | 1,215 | -2.41 | 688 | 3.61 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 1,381 | -6.05 | 782 | -6.57 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 2,632 | -0.87 | 1,491 | 5.30 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 20,045 | 3.56 | 11,355 | 9.98 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 867 | -3.34 | 491 | 2.51 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7,630 | -2.09 | 4,322 | -2.61 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2,295 | 40.88 | 1 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 630 | 357 | ||||||
| 2025-05-15 | 13F | American Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 76,178 | 2.74 | 40,761 | 0.49 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 3,980 | 4.22 | 2,129 | -2.52 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 169,447 | -0.26 | 95,988 | 5.91 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 6,582 | -3.19 | 3,789 | 4.44 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 600 | -0.50 | 340 | 5.61 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2,051 | 0.00 | 1,195 | 14.37 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 14,027 | -2.95 | 7,946 | 3.06 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,177 | 0.00 | 667 | 6.22 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 18 | 0.00 | 10 | 11.11 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 810 | 0.00 | 459 | 6.02 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 400 | 0.00 | 227 | 6.10 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 475 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4,846 | 8.00 | 2,745 | 14.71 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2,163 | 0.00 | 1,225 | 6.24 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 1,601 | 0.00 | 907 | 6.09 | ||||
| 2025-07-16 | 13F | FCG Investment Co | 1,190 | 2.67 | 674 | 9.06 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3,681 | 0.00 | 1,964 | -6.35 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 14,409 | -1.82 | 8,163 | 4.25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 51,176 | -1.10 | 28,990 | 5.02 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 9,434 | -14.33 | 5,177 | -16.92 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 180 | -2.70 | 102 | 3.06 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 505 | -5.61 | 286 | 0.35 | ||||
| 2025-08-14 | 13F | Shapiro Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1,968 | -7.39 | 1,115 | -1.59 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 6,494 | -0.31 | 3,679 | 5.87 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 665 | -9.15 | 377 | -3.59 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 566 | 0.00 | 302 | -7.95 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 595 | -11.85 | 337 | -6.39 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 461 | -1.07 | 261 | 5.24 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 19,295 | 12.92 | 10,930 | 19.90 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 104,840 | -49.56 | 59 | -46.36 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 540 | 0.00 | 306 | 5.90 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 989 | 0.00 | 560 | 6.26 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2,078 | -17.80 | 1,177 | -12.69 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 734 | 0.00 | 416 | 6.14 | ||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 1,245 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3,631 | 9.96 | 2,056 | 16.75 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4,964 | 3.96 | 2,812 | 10.40 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 433 | 245 | ||||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 905 | 0.00 | 513 | 6.22 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 489 | 277 | ||||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 1,000 | 0.00 | 566 | 6.19 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 4,986 | 0.00 | 2,824 | 11.27 | ||||
| 2025-04-29 | NP | PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A | 54 | -1.82 | 31 | -9.09 | ||||
| 2025-07-16 | 13F | American National Bank | 182 | -14.95 | 103 | -9.65 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 1,842 | 1,043 | ||||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 11,000 | 4.76 | 6,231 | 11.25 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 12,657 | -19.79 | 7,170 | -14.83 | ||||
| 2025-07-24 | 13F | Conning Inc. | 40,185 | 0.00 | 22,764 | 6.19 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 3,741 | 0.00 | 2,119 | 6.22 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11,690 | 2.31 | 6,622 | 8.65 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1,229 | -0.65 | 696 | 5.61 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 1,566 | 9.43 | 887 | 16.25 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 460 | 0.00 | 261 | 6.12 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 5,360 | -1.71 | 3,036 | 4.37 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 2,087 | 0.00 | 1,182 | 6.20 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 105,365 | 3.76 | 59,687 | 10.20 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 1,263 | -12.29 | 715 | -6.90 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 561,000 | 521 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3,596 | 2.86 | 2,037 | 9.28 | ||||
| 2025-07-22 | 13F | Boston Common Asset Management, LLC | 400 | 0.00 | 227 | 6.10 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 1,062 | 3.51 | 602 | 9.87 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 11,443 | -8.32 | 6 | 0.00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 4,013 | -12.82 | 2,273 | -7.41 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 570 | -99.13 | 323 | -99.08 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 3,243 | -2.99 | 1,837 | 2.97 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,474 | 36,750.00 | 835 | 41,600.00 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 90 | 0.00 | 51 | 4.17 | ||||
| 2025-05-13 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 4,988 | -1.66 | 2,826 | 4.44 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1,497 | 0.00 | 851 | 6.25 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 1,870 | 0.00 | 1,059 | 6.22 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 871 | 0.00 | 493 | 6.25 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1,642 | 0.00 | 876 | -6.42 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 635 | 13.39 | 359 | 12.89 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1,655 | 255.91 | 938 | 277.82 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 8,824 | -6.42 | 5 | -20.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2,690 | 9.08 | 1,524 | 15.82 | ||||
| 2025-08-14 | 13F | Bayesian Capital Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 50,435 | -1.02 | 28,571 | 5.11 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 687 | 0.00 | 389 | 6.87 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7,399 | 4.23 | 4,191 | 10.67 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 717 | 4.98 | 406 | 11.54 | ||||
| 2025-08-14 | 13F | Basswood Capital Management, L.l.c. | 38,082 | 21,573 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4,721 | 0.00 | 2,749 | 9.13 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 367 | 208 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 1,248 | 0.00 | 1 | |||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 357 | -25.16 | 202 | -20.47 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 31,828 | 8.81 | 18,030 | 15.58 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 44,902 | 1.18 | 26,404 | 11.70 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 22,500 | 0.00 | 12,746 | 6.18 | |||
| 2025-08-14 | 13F | UBS Group AG | 610,592 | -9.11 | 345,888 | -3.49 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,508 | -1.92 | 1,421 | 4.11 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 3,743 | -2.68 | 2,127 | 3.40 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 1,390 | 0.07 | 790 | 6.33 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 35 | 0.00 | 20 | 5.56 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 27 | 0.00 | 15 | 7.14 | ||||
| 2025-05-08 | 13F | Strategic Family Wealth Counselors, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Paloma Partners Management Co | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 157 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Granite FO LLC | 16,033 | 4.94 | 9,082 | 11.44 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 55,547 | -9.69 | 31,527 | -4.06 | ||||
| 2025-08-13 | 13F | Nbw Capital Llc | 7,083 | 1.75 | 4,012 | 8.05 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 1,929 | -4.69 | 1,093 | 1.20 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 460 | 261 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 2,474 | 0.00 | 1,406 | 6.27 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 39,525 | -24.50 | 22,390 | -19.84 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 11 | -42.11 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3,777 | -6.00 | 2,140 | -0.19 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 524 | 0.00 | 297 | 6.09 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 2,433 | 1,378 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 840 | 0.00 | 476 | 6.03 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 1,857 | 1.36 | 1,052 | 7.57 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 23,784 | 2.48 | 13,517 | 8.90 | ||||
| 2025-07-18 | 13F | jvl associates llc | 19,801 | -0.14 | 11,217 | 6.03 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 11,889 | -0.90 | 6,735 | 5.22 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 428 | 242 | ||||||
| 2025-08-07 | 13F | 1st Source Bank | 36,139 | 0.33 | 20,472 | 6.54 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 373 | 0.00 | 211 | 6.57 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2,410 | 0.00 | 1,365 | 6.15 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 8,487 | 8.24 | 4,808 | 14.95 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 16,073 | -3.27 | 9,105 | 2.72 | ||||
| 2025-08-26 | NP | JSBSX - JPMorgan SmartRetirement Blend 2065 Fund Class I | 7,982 | 28.60 | 4,522 | 36.54 | ||||
| 2025-04-16 | 13F | Everpar Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 523 | -2.61 | 296 | 3.50 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 508 | 0.00 | 288 | 5.90 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 60,296 | -0.32 | 34,157 | 5.84 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 1,241 | -10.46 | 703 | -4.87 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 3,192 | 0.00 | 1,808 | 6.23 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 485 | 0.00 | 275 | 6.20 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 763 | -0.13 | 432 | 6.14 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 392 | 0.00 | 222 | 6.22 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 475 | 0.00 | 269 | 6.32 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 1,816 | 3.42 | 969 | -3.20 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 2,775 | 0.00 | 1,572 | 6.15 | ||||
| 2025-08-28 | NP | MGOAX - Victory Munder Mid-Cap Core Growth Fund Class A | 6,500 | -44.92 | 3,682 | -41.51 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 13,509 | -43.28 | 7,653 | -39.77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 854 | 39.31 | 484 | 38.40 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 129 | 0.00 | 74 | 7.25 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 125 | 71 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 1,117 | -24.32 | 633 | -19.70 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 124 | 24.00 | 70 | 32.08 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 983 | 3.58 | 557 | 10.10 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB | 67,778 | 2.76 | 38,395 | 9.12 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 2,373 | -2.59 | 1,344 | 3.46 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 4,197 | 0.00 | 2,385 | 6.28 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3,238 | -0.67 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 421 | 0.00 | 238 | 6.25 | ||||
| 2025-08-14 | 13F | Fmr Llc | 31,265 | 2.70 | 17,711 | 9.06 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 8,240 | 0.64 | 4,668 | 6.85 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 115 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | XML Financial, LLC | 2,778 | -0.47 | 1,574 | 5.71 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 16,774 | 43.34 | 9,502 | 52.23 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 855 | 0.71 | 484 | 7.08 | ||||
| 2025-07-09 | 13F | Emprise Bank | 2,096 | 0.00 | 1,187 | 6.17 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1,708 | -0.99 | 968 | 5.11 | ||||
| 2025-05-07 | 13F | Integrated Investment Consultants, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 20,254 | 0.00 | 11,473 | 6.18 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 7,476 | -1.58 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2,266 | -1.52 | 1,284 | 4.56 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2,201 | 0.00 | 1,247 | 6.13 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8,143 | -3.22 | 4,613 | 2.76 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3,046 | -0.85 | 1,725 | 5.31 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 426 | 0.00 | 227 | 0.00 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 2,504 | 0.00 | 1,419 | 6.22 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 607 | 11.17 | 345 | 18.21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 520 | 0.00 | 295 | 6.14 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 849 | -1.51 | 481 | 4.79 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 804 | 0.00 | 455 | 6.31 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 36,411 | 0.26 | 20,626 | 6.47 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 29,164 | -16.45 | 16,521 | -11.28 | ||||
| 2025-07-21 | 13F | CenterStar Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1,757 | 0.23 | 995 | 6.42 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 500 | 0.00 | 283 | 6.39 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 1,969 | 75.02 | 1,115 | 85.83 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 1,075 | 0.00 | 609 | 6.11 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 5,517 | 0.00 | 3,125 | 6.18 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 363 | 206 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 6,205 | -0.40 | 3,515 | 5.78 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 1,958 | -0.20 | 1,109 | 5.92 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 1,039 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 9,217 | -0.13 | 5,221 | 6.05 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 436 | -26.23 | 247 | -21.59 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2,797,139 | 1,326 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 988 | 0.00 | 560 | 5.87 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1,372 | 4.10 | 777 | 10.53 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 1,134 | 0.00 | 642 | 6.29 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 513 | 0.00 | 291 | 6.23 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 10,962 | 0.00 | 6,210 | 6.17 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 5,507 | 3,119 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1,182 | 0.00 | 670 | 6.19 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 10,294 | -0.01 | 5,831 | 6.17 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 1,091 | 43.36 | 618 | 52.59 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 2,320 | -6.15 | 1,314 | -0.30 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2,686 | 0.00 | 1,522 | 6.22 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 759 | -6.76 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 47,015 | -9.10 | 26,633 | -3.47 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 41 | 0.00 | 23 | 9.52 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 150 | 0.00 | 85 | 5.00 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6,137 | -1.49 | 3,476 | 4.60 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 1,162 | 0.69 | 658 | 6.99 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 205 | 0.00 | 116 | 6.42 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 1,526 | -0.52 | 864 | 5.62 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 416 | -5.24 | 240 | 2.14 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,324 | 45.65 | 750 | 54.75 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 227 | 0.00 | 129 | 5.79 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 601 | 342 | ||||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 1,600 | 0.00 | 1 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1,173 | -93.86 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 259 | -3.36 | 147 | 2.82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 50,794 | 4.25 | 28,775 | 10.70 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 407 | 0.00 | 231 | 5.99 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 6,731 | 5.49 | 3,813 | 11.99 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,597 | -12.83 | 905 | -7.47 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 19,875 | -1.45 | 11,259 | 4.65 | ||||
| 2025-07-22 | 13F | Legacy Trust | 541 | -50.41 | 306 | -47.42 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,076 | -35.51 | 2,309 | -31.50 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,105 | -2.65 | 4,591 | 3.38 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 88 | 0.00 | 50 | 6.52 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 355 | 0.00 | 201 | 6.35 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 550 | -21.09 | 311 | -16.17 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 610 | 0.16 | 346 | 6.48 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 5,060 | 3.82 | 2,866 | 10.23 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 110 | 4.76 | 62 | 10.71 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 1,725 | 0.00 | 977 | 6.20 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 716 | 2.73 | 406 | 9.16 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 381 | 0.00 | 216 | 5.91 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,844 | -17.75 | 1,045 | -12.71 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,768 | -1.02 | 2,701 | 5.10 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 370 | 210 | ||||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 1,428 | 1.85 | 809 | 8.17 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 354 | 200 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5,011 | 3.45 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,346 | 34.00 | 4,162 | 42.31 | ||||
| 2025-08-13 | 13F | MetLife Investment Management, LLC | 48,400 | -38.11 | 27,418 | -34.28 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 90,942 | 51,517 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 4,428 | -1.49 | 2,508 | 4.63 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1,376 | 2.92 | 779 | 9.26 | ||||
| 2025-05-06 | 13F | Guild Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | SHDIX - American Beacon Shapiro SMID Cap Equity Fund Institutional Class | 2,300 | -17.86 | 1,227 | -21.19 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 689 | 0.00 | 390 | 6.27 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 130 | 0.00 | 74 | 5.80 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 2,617 | 1,482 | ||||||
| 2025-05-15 | 13F | Parallax Volatility Advisers, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 395 | -24.90 | 224 | -20.36 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 400 | 0.00 | 227 | 6.10 | ||||
| 2025-08-14 | 13F | Betterment LLC | 650 | 4.50 | 0 | |||||
| 2025-05-13 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 450 | -4.46 | 255 | 1.20 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 104,200 | 59,027 | |||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 16,013 | 9,071 | ||||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 7,616 | -3.83 | 4,314 | 2.13 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 1,173 | -0.85 | 664 | 5.23 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 6,816 | -0.34 | 3,861 | 5.84 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 406 | 0.25 | 230 | 6.02 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 564 | 0.00 | 301 | -6.54 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 61,813 | 0.82 | 35,016 | 7.06 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 988 | -19.02 | 560 | -14.00 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 1,428 | 0.00 | 832 | 24.40 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 24 | -52.94 | 14 | -51.85 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 3,221 | 0.00 | 1,825 | 6.17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,315 | 9.13 | 745 | 5.68 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 3,107 | 0.13 | 1,760 | 6.34 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 6,461 | 6.44 | 3,660 | 13.03 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 218,195 | -2.12 | 123,606 | 3.94 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 6,526 | -0.58 | 3,697 | 5.60 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 10,672 | -7.11 | 6,045 | -1.37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 613,019 | 6.31 | 347,263 | 12.89 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 9,925 | -5.48 | 5,622 | 0.37 | ||||
| 2025-07-30 | 13F | Ardent Capital Management, Inc. | 730 | 0.00 | 414 | 6.17 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 221,200 | -2.98 | 125,305 | 3.02 | |||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 1,119 | -1.32 | 634 | 4.80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 2,215 | -99.01 | 1,255 | -98.95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 14,600 | -67.26 | 8,271 | -65.24 | |||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 17 | 6.25 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 196 | -68.54 | 111 | -66.57 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 13,010 | -0.45 | 7,370 | 5.71 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 1,450 | 0.00 | 821 | 6.21 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 3,500 | 337.50 | 1,983 | 365.26 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 1,198 | 36.60 | 679 | 45.18 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 2,958 | 0.00 | 1,676 | 6.15 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2,451 | 3.03 | 1,388 | 9.38 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 4,193 | -3.87 | 2,375 | 2.06 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 5,294 | 3.42 | 2,999 | 9.82 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3,708 | 0.03 | 2,101 | 6.22 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 562 | 34.13 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,015 | 0.10 | 575 | 6.10 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 481 | 0.63 | 273 | 0.00 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 3,606 | -1.31 | 2,043 | 4.77 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 799 | 0.00 | 453 | 6.10 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 198 | 0.00 | 112 | 6.67 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1,649 | 0.00 | 934 | 6.26 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 106,069 | -5.42 | 60,089 | 0.43 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6,937 | 2.53 | 3,930 | 8.87 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 9,784 | -12.87 | 5,543 | -7.26 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 2,000 | 0.00 | 1,133 | 6.19 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 1,419 | 0.78 | 804 | 6.92 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 662 | 0.91 | 375 | 7.45 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 460 | 7.48 | 261 | 14.04 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 1,449 | 0.28 | 821 | 6.36 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 155 | -5.49 | 88 | 1.15 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,579 | -34.94 | 16,756 | -30.92 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 450 | 0.00 | 256 | 6.67 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7,377 | -1.99 | 4,223 | 8.40 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,036 | -1.10 | 2,853 | 5.04 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 32,237 | -0.16 | 18,262 | 6.01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 578 | -3.18 | 327 | 2.83 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 10,443 | -0.64 | 5,916 | 5.51 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 16,021 | -10.65 | 9,076 | -5.12 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3,355 | -1.21 | 1,901 | 4.91 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 157 | 89 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 897,244 | -0.72 | 507,335 | 5.23 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 925 | 0.00 | 524 | 6.09 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 833 | 0.00 | 474 | 6.29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13,240 | -9.93 | 7,501 | -4.36 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 412 | -8.65 | 234 | -2.92 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 1,000 | 0.00 | 566 | 6.19 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 1,484 | 0.00 | 841 | 6.19 | ||||
| 2025-05-08 | 13F | First Foundation Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | White Pine Capital Llc | 1,934 | 0.26 | 1,096 | 6.41 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1,525 | -13.70 | 814 | -19.18 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 100 | -43.50 | 57 | -40.43 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 526 | -3.84 | 298 | 2.06 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 13,936 | 0.00 | 7,894 | 6.19 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 5,785 | -10.37 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 1,140 | 0.00 | 646 | 6.09 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,570 | 0.02 | 3,155 | 6.23 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 1,064 | 603 | ||||||
| 2025-08-08 | 13F | Pioneer Trust Bank N A/or | 735 | 0.00 | 416 | 6.12 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 885 | 36.15 | 502 | 44.80 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 6,172 | -1.69 | 3,496 | 4.39 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2,148 | -7.45 | 1,217 | -1.78 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 645 | -66.67 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 1,700 | -10.85 | 963 | -5.31 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 3,963 | -0.80 | 2,245 | 5.30 | ||||
| 2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 3,345 | -3.07 | 1,901 | 2.98 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,345 | 10.14 | 2,461 | 16.97 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 4,130 | -1.78 | 2,339 | 4.28 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 878 | 0.92 | 497 | 7.11 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 1,173 | -10.53 | 682 | -2.43 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 400 | 0.00 | 227 | 6.10 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 471 | 0.00 | 267 | 5.98 | ||||
| 2025-07-25 | 13F | Summa Corp. | 600 | 340 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 829 | 470 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1,421 | 13.77 | 805 | 20.87 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 504 | 0.00 | 286 | 6.34 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 138,788 | 56,548.16 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 994 | 0.00 | 563 | 6.23 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 650 | 0.00 | 368 | 6.36 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 1,979 | 0.00 | 1,121 | 6.26 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 143,568 | 1.40 | 81,328 | 7.67 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 145 | 0.00 | 82 | 6.49 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1,698 | -2.64 | 962 | 3.33 | ||||
| 2025-08-13 | 13F | Amundi | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 3,057 | -1.39 | 1,732 | 4.72 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 536 | -6.78 | 305 | -0.98 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 653 | 18.08 | 370 | 25.08 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 6,212 | -2.40 | 3,519 | 3.62 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 717 | 0.00 | 406 | 6.28 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 3,177 | -3.05 | 1,800 | 2.92 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 1,086 | 8.71 | 615 | 15.38 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 4,382 | -0.57 | 2,490 | 5.69 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 44 | 0.00 | 25 | 4.35 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,199 | 11.73 | 2,379 | 18.66 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 541 | 0.00 | 306 | 6.25 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 917 | 4.92 | 520 | 11.37 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 231,924 | 0.33 | 131,380 | 6.54 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 791 | 0.00 | 448 | 6.41 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 8,551 | -91.63 | 4,844 | -91.11 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 64,215 | 36,377 | ||||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 1,298 | 0.00 | 736 | 6.21 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 873 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 523 | 0.00 | 296 | 6.12 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 705 | 0.00 | 376 | -6.23 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1,190 | 0.00 | 674 | 6.31 | ||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,999 | 11.53 | 1,699 | 11.49 | ||||
| 2025-08-12 | 13F | SPX Equities Gestao de Recursos Ltda | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | DRW Securities, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 1,038 | -7.49 | 588 | -1.67 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 381 | 216 | ||||||
| 2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 645 | 15.18 | 365 | 22.48 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 1,242 | -0.08 | 704 | 6.03 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 867,700 | 37.37 | 491,535 | 45.87 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 779 | 0.13 | 441 | 6.27 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 660 | 0.00 | 374 | 5.97 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 181 | -35.59 | 103 | -31.54 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,926 | -3.46 | 1,091 | 2.44 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 1,634 | 0.00 | 926 | 6.20 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 15,838 | -11.95 | 8,972 | -6.50 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8,086 | -4.80 | 4,580 | 1.08 | ||||
| 2025-05-01 | 13F | Parker Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 400 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Security National Bank | 100 | 0.00 | 57 | 5.66 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | RBF Capital, LLC | 10,000 | 0.00 | 5,665 | 6.19 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 27,098 | -9.71 | 15,350 | -4.13 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10,712 | 0.26 | 6,088 | 6.55 | ||||
| 2025-08-26 | NP | TRMNX - T. Rowe Price Mid-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 | 566 | -46.35 | 321 | -43.06 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 1,325 | 0.00 | 751 | 6.23 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 122,014 | -1.64 | 69,118 | 4.44 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 1,030 | 6.63 | 583 | 13.20 | ||||
| 2025-07-18 | 13F | Cohen Klingenstein LLC | 800 | 0.00 | 453 | 6.34 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1,225 | 0.00 | 694 | 6.13 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 1,792 | -71.68 | 1,015 | -71.83 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 660 | 0.00 | 374 | 5.97 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | 1,600 | 906 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 5,437 | -1.00 | 3,080 | 5.12 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 9,922 | 4.32 | 5,629 | 10.77 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 1,000 | -16.11 | 566 | -10.87 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 4,832 | -20.29 | 2,737 | -15.37 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | L & S Advisors Inc | 1,248 | -0.24 | 707 | 6.00 | ||||
| 2025-08-14 | 13F | Moore Capital Management, Lp | 633,725 | 73.18 | 358,993 | 83.90 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 18,911 | 2.37 | 10,713 | 8.97 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 227 | 129 | ||||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 1,107 | -9.19 | 627 | -3.54 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 492 | -13.53 | 279 | -8.25 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 77,255 | 11.63 | 43,740 | 18.46 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1,471 | -0.14 | 833 | 6.11 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 17,211 | -0.15 | 9,750 | 6.03 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2,500 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 215 | 13.16 | 122 | 20.79 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 396 | 0.00 | 224 | 6.16 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 421 | -52.48 | 238 | -49.58 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tribune Investment Group LP | Call | 0 | -100.00 | 0 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 44,702 | -7.71 | 25,323 | -2.00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 21,391 | -1.71 | 12,138 | 4.40 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 5,645 | 0.00 | 3,198 | 6.18 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 14,412 | 136.46 | 8,164 | 151.12 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3,615 | 320.35 | 2,048 | 347.16 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 440 | -5.98 | 249 | 0.00 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 531 | -12.09 | 301 | -6.83 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 1,416 | 0.14 | 803 | 6.37 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 1,988 | 0.00 | 1,126 | 6.23 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 17 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 41,988 | 40.75 | 23,785 | 49.46 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 4,404 | 2,495 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2,002 | -1.77 | 1,134 | 4.23 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 485 | 0.00 | 275 | 6.20 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 14,545 | -2.67 | 8,239 | 3.35 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4,135 | 379.14 | 2,342 | 409.13 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 447 | 0.00 | 253 | 6.30 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 649 | 0.00 | 346 | -6.23 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,261,666 | -2.05 | 714,708 | 4.01 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 683 | -2.01 | 387 | 4.31 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 466 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 2,759 | -6.98 | 1,563 | -1.26 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 997 | -9.12 | 565 | -3.59 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1,338 | 3.88 | 758 | 10.33 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 61,808 | 0.16 | 35,124 | 6.43 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 14,217 | -0.81 | 8,054 | 5.30 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 11,088 | -2.43 | 6,281 | 3.60 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 43 | 0.00 | 25 | 4.35 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 739 | 428 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 17,136 | -10.99 | 9,707 | -5.48 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1,402 | -0.64 | 795 | 5.59 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9,159 | 0.52 | 5,189 | 6.73 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5,630 | -10.49 | 3,189 | -4.95 | ||||
| 2025-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 544 | -6.53 | 308 | -0.65 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 88,255 | -0.06 | 49,995 | 6.12 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 332 | 0.00 | 188 | 6.21 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 192 | 0.00 | 102 | -6.42 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 2,002 | 0.70 | 1,134 | 6.98 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 1,165 | 0.00 | 660 | 6.12 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 490 | 5.60 | 278 | 12.15 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 300 | -94.55 | 170 | -94.24 | |||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 8 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 7,800 | 4,419 | |||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 377 | 215 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 575 | 0.00 | 326 | 6.21 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 1,349 | -12.69 | 764 | -7.28 | ||||
| 2025-07-15 | 13F | Maseco Llp | 241 | 137 | ||||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 16,625 | -0.92 | 9,418 | 5.21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19,234 | -4.54 | 10,897 | 1.43 | ||||
| 2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 4,950 | -1.71 | 2,804 | 4.39 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 515 | 0.00 | 292 | 6.20 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 10,052 | -0.05 | 5,694 | 6.13 | ||||
| 2025-08-05 | 13F | Mirae Asset Securities (usa) Inc. | 55,382 | 31,373 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,218 | 0.08 | 690 | 6.16 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 4,200 | 0.00 | 2,379 | 6.21 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 430 | -9.28 | 244 | -3.95 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 1,457 | 157.88 | 825 | 174.09 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 1,308 | 4.81 | 741 | 11.28 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 2,565 | -8.49 | 1,453 | -2.81 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 13 | 0.00 | 7 | 16.67 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 887 | 0.00 | 502 | 6.13 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 12 | 0.00 | 7 | 0.00 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 200 | 113 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 3,151 | 0.00 | 1,785 | 6.19 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 647 | 0.00 | 367 | 6.09 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 14,580 | 2.06 | 8,259 | 8.37 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4,170 | 15.77 | 2,362 | 22.96 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 589 | -0.17 | 334 | 6.05 |
