Mga Batayang Estadistika
| Pemilik Institusional | 707 total, 707 long only, 0 short only, 0 long/short - change of 0.85% MRQ |
| Alokasi Portofolio Rata-rata | 0.6285 % - change of -3.24% MRQ |
| Saham Institusional (Jangka Panjang) | 96,474,053 (ex 13D/G) - change of -0.28MM shares -0.29% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 9,350,355 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (US:MINT) memiliki 707 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 96,474,053 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Morgan Stanley, Assetmark, Inc, Wells Fargo & Company/mn, LPL Financial LLC, UBS Group AG, Johnson Financial Group, LLC, Cwm, Llc, HB Wealth Management, LLC, and Bank Of America Corp /de/ .
Struktur kepemilikan institusional PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (ARCA:MINT) 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 100.34 / share. Previously, on September 6, 2024, the share price was 100.29 / share. This represents an increase of 0.05% 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 | Klingman & Associates, LLC | 20,500 | -0.03 | 2,061 | -0.15 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 15,382 | -21.02 | 1,546 | -20.92 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2,336 | 235 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 30,169 | 18.77 | 3,033 | 18.67 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 522,424 | 4.25 | 52,522 | 4.16 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 7,746,618 | 4.90 | 778,806 | 4.81 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,678 | 6.16 | 1,073 | 6.03 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10,848 | -8.26 | 1,091 | -8.33 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 99 | 10 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 16,401 | 95.62 | 1,649 | 95.49 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 23,737 | 2,390 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 147 | 1.38 | 15 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 139,406 | -41.02 | 14,015 | -41.07 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 10,398 | 0.00 | 1,045 | -0.10 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 2,018 | 203 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 73,152 | 7.80 | 7,327 | 7.72 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4,874 | 21.94 | 490 | 21.89 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 11,289 | 1,135 | ||||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 10,513 | 41.63 | 1,057 | 41.55 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4,650 | 0.02 | 468 | 0.21 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 2,816 | 0.18 | 283 | 0.35 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 109,571 | 3.20 | 11,016 | 3.11 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 324 | 0.00 | 33 | 0.00 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 97,361 | 20.47 | 9,788 | 20.38 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 31,371 | -8.41 | 3,154 | -8.50 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 44,052 | 18.48 | 4,429 | 18.36 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 101,248 | 35.12 | 9,612 | 27.85 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 19,001 | 2.98 | 1,910 | 2.91 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 3,884 | -5.04 | 391 | -5.11 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 41,439 | -9.41 | 4,166 | -9.47 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 592 | 60 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 250 | 0.00 | 25 | 0.00 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 2,586 | 4.40 | 260 | 4.02 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 13,065 | 0.04 | 1,314 | -0.08 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3,299 | -43.29 | 332 | -43.42 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 29,813 | -38.86 | 2,997 | -38.71 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 12,848 | -1.15 | 1,292 | -1.22 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 11,182 | -23.15 | 1,124 | -23.22 | ||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Wallace Hart LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 5,447 | -72.82 | 548 | -72.87 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4,427 | -22.29 | 445 | -22.38 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 46,374 | -48.17 | 4,662 | -48.21 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 38,714 | -5.23 | 3,892 | -5.19 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 39,964 | 1.24 | 4,018 | 1.13 | ||||
| 2025-04-21 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,667 | -26.89 | 268 | -26.98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 123,413 | -35.07 | 12,407 | -35.13 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 1,994 | 0.00 | 200 | 0.00 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 2,205 | -76.10 | 222 | -76.19 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 150,881 | 273.08 | 15,169 | 272.77 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 52,263 | -8.22 | 5,254 | -8.29 | ||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 187,433 | 31.45 | 18,844 | 31.35 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 255 | 14.35 | 26 | 13.64 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,632 | 265 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,852 | -13.94 | 186 | -13.89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,023 | 103 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 3,076 | 0.00 | 309 | 0.00 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 92,583 | 2.64 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 21,293 | -0.51 | 2,141 | -0.60 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 84,612 | -8.29 | 9 | -11.11 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 41,501 | -1.39 | 4,172 | -1.46 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 4,267 | 2.65 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 342 | 1,911.76 | 34 | 3,300.00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7,357 | -2.28 | 739 | -2.38 | ||||
| 2025-08-12 | 13F | Ade, Llc | 2,220 | 0.00 | 223 | 0.00 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 2,123 | 213 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 2,550 | 0.00 | 256 | 0.00 | ||||
| 2025-08-28 | NP | RQIAX - RESQ Strategic Income Fund Class A Shares | 16,300 | -49.54 | 1,639 | -49.60 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 1,993 | 200 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 9,336 | -4.70 | 939 | -4.77 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 2,161 | 0.51 | 217 | 0.46 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20,506 | 48.40 | 2,062 | 48.27 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 39,227 | 4.66 | 3,944 | 4.56 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,306 | 8.20 | 131 | 8.26 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 59,469 | -7.30 | 5,979 | -7.39 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,346 | 15.44 | 135 | 15.38 | ||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 29,992 | 162.10 | 3,015 | 161.95 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2,058 | 207 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4,439 | 9.88 | 446 | 9.85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 434,489 | -4.81 | 43,545 | -5.19 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 166,714 | 1.32 | 16,761 | 1.24 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 13,115 | -1.00 | 1,319 | -1.05 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 23,856 | -7.39 | 2,398 | -7.45 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 9,973 | -28.55 | 1,003 | -28.63 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 29,724 | 81.75 | 2,988 | 81.64 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 22,350 | -3.12 | 2,247 | -3.23 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 650,864 | 0.33 | 65,435 | 0.25 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 75,395 | -14.78 | 7,592 | -14.73 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12,242 | 16.08 | 1,231 | 15.93 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 3,520 | -68.84 | 353 | -69.01 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 40,759 | -8.41 | 4 | 0.00 | ||||
| 2025-05-01 | 13F | Mitchell Mcleod Pugh & Williams Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 8,008 | -27.44 | 805 | -27.48 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2,593 | 0.00 | 261 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 370,197 | -42.83 | 37 | -43.08 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 18,091 | -0.97 | 1,819 | -1.09 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2,024 | 203 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 76,171 | -15.21 | 7,657 | -15.29 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 155,416 | 5.86 | 15,625 | 5.77 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 22,320 | -25.63 | 2,244 | -25.70 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13,698 | -4.84 | 1,377 | -4.90 | ||||
| 2025-04-10 | 13F | Firethorn Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,105 | 37.27 | 0 | |||||
| 2025-08-27 | NP | TFAZX - TFA Tactical Income Fund Class I | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 3,732 | 375 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 9,064 | -5.38 | 1 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3,024 | 1.20 | 304 | 1.33 | ||||
| 2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 7,514 | -26.04 | 755 | -26.13 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 28,250 | 0.45 | 2,841 | 0.42 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 5,228 | 526 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 8,176 | -81.42 | 822 | -81.46 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 762,785 | 169.92 | 76,687 | 170.01 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 245,028 | 22.40 | 24,631 | 22.27 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,050 | 0.00 | 206 | 0.00 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 20,072 | 42.81 | 2,018 | 42.64 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 70,265 | 1,164.44 | 7,064 | 1,163.69 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 2,579 | 259 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,613 | 29.04 | 263 | 29.06 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 29,514 | 2,967 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3,822 | -62.16 | 384 | -62.20 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 456,395 | 17.91 | 45,884 | 17.81 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 2,388 | 1.02 | 240 | 1.27 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,038 | 205 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27,188 | -4.47 | 2,733 | -4.54 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9,074 | 198.29 | 912 | 198.04 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 35,596 | 15.94 | 3,579 | 15.83 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2,258 | 0.00 | 226 | 0.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 17,779 | -2.74 | 1,787 | -2.83 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 40,348 | 142.49 | 4,056 | 142.29 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 22,360 | -4.00 | 2,248 | -4.05 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 79,356 | -25.52 | 7,978 | -25.58 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 39,888 | 2.60 | 4,010 | 2.90 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 2,920 | 294 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 18,109 | -9.89 | 1,821 | -9.99 | ||||
| 2025-08-14 | 13F | Family Management Corp | 574,722 | -13.10 | 57,780 | -13.17 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 446,740 | 3.43 | 44,913 | 3.35 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 138,701 | -4.17 | 13,944 | -3.81 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 481,741 | 1.52 | 48,432 | 1.43 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 6,860 | 0.00 | 690 | -0.14 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10,968 | 83.60 | 1,103 | 83.36 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 240,174 | 93.61 | 24,146 | 93.45 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5,056 | -9.83 | 508 | -9.93 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 8,291 | 0.00 | 834 | -0.12 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 2,000 | 0.00 | 201 | 0.00 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,631 | 3.75 | 1,270 | 3.67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 53,243 | 5,353 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 7 | -69.57 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,331 | 42.71 | 737 | 42.83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 51,468 | 407.52 | 5,174 | 407.25 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 6,531 | -5.88 | 657 | -6.02 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 12,869 | -4.55 | 1,294 | -4.65 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 538 | 0.00 | 54 | 0.00 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2,845 | 21.37 | 286 | 21.70 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 139,234 | 176.38 | 13,998 | 176.18 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 3,010 | 0.00 | 303 | 0.00 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 4,440 | -12.80 | 446 | -12.89 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 2,829 | 2.76 | 284 | 2.90 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6,441 | 0.51 | 648 | 0.47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 859,114 | 97.91 | 86,415 | 97.80 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 28,090 | 13.39 | 2,824 | 13.28 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 7,737 | -27.82 | 778 | -27.92 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 41,627 | 350.75 | 4,185 | 350.48 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 91,600 | 1.49 | 9,175 | 1.38 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2,017 | -0.98 | 203 | -0.98 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 304 | -0.33 | 31 | 0.00 | ||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 10,843 | 0.00 | 1,090 | -0.09 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 2,840 | 286 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 2,055 | 207 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 17,592 | 48.54 | 1,769 | 48.45 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 29,572 | -10.45 | 2,973 | -10.51 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2,280 | 0.00 | 229 | 0.00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 3,988 | -10.82 | 401 | -10.91 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 3,393 | 3.63 | 341 | 3.65 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 3,005 | 60,000.00 | 302 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,261 | 49.19 | 428 | 49.13 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 392 | 1.03 | 39 | 0.00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4,807 | 483 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 4,493 | 124.87 | 452 | 124.38 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 31,992 | 2.38 | 3,216 | 2.29 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 40,855 | -1.58 | 4,107 | -1.46 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 12,327 | 31.36 | 1,239 | 31.25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 483 | -11.56 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,799 | -37.24 | 281 | -37.28 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 4,603 | -2.46 | 463 | -2.53 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8,388 | -1.76 | 843 | -1.86 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 124 | 0.00 | 12 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,268 | -47.52 | 630 | -47.41 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 14,120 | 1,420 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 271,320 | 2.18 | 27,277 | 2.10 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 95,530 | 27.49 | 9,612 | 27.85 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,570 | -28.73 | 359 | -28.83 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 2,479 | 16.44 | 249 | 16.36 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 18,650 | 20.57 | 1,875 | 20.44 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 59,703 | 0.22 | 6,002 | 0.13 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1,809 | 2.20 | 182 | 1.69 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 187,065 | 118.05 | 18,807 | 117.86 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 60,119 | 23.32 | 6,044 | 23.22 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 21,563 | 126.36 | 2,168 | 126.20 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 2,455 | 0.00 | 247 | 0.41 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25,424 | 37.16 | 2,556 | 37.05 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 30,598 | -3.70 | 3,076 | -3.75 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 64 | -14.67 | 6 | -14.29 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 39,511 | -4.49 | 3,972 | -4.57 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1,618,365 | -0.41 | 162,702 | -0.50 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3,987 | -2.57 | 401 | -2.68 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 64,692 | 0.06 | 6,504 | -0.03 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 4,969 | 0.00 | 500 | 0.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 64,072 | 10.53 | 6,442 | 10.44 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 140,439 | 12.53 | 14,119 | 12.44 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 10,828 | 1.39 | 1,089 | 1.30 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13,169 | -40.11 | 1,324 | -40.19 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 81,584 | 4.71 | 8,202 | 4.63 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 21,401 | 5.36 | 2,152 | 5.29 | ||||
| 2025-07-16 | 13F | American National Bank | 259 | 0.00 | 26 | 0.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 61,378 | 109.16 | 6,142 | 108.66 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2,641 | 55.44 | 266 | 55.88 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 6,829 | -34.58 | 687 | -34.67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 56,222 | 39.31 | 6 | 25.00 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6,984 | -11.26 | 700 | -11.50 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 92,655 | 9,315 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 96,330 | -2.94 | 9,685 | -3.01 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,464 | 16.99 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 20,686 | 11.16 | 2,080 | 11.06 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 3,961 | 7.96 | 398 | 7.86 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 45,375 | 3.98 | 4,562 | 3.80 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 173,426 | 271.61 | 17,435 | 271.35 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 503 | -85.14 | 51 | -85.29 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 71 | -74.64 | 7 | -75.00 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 86,173 | -19.85 | 8,663 | -19.91 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 735 | 0.00 | 74 | 0.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 99 | 0.00 | 10 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 500 | 50 | ||||||
| 2025-05-02 | 13F | Victory Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 3,597 | 21.89 | 362 | 21.96 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3,218 | -66.89 | 324 | -66.94 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3,355 | 1.57 | 338 | 1.51 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 33,276 | 2.62 | 3,345 | 2.54 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 13,887 | -0.71 | 1,396 | -0.29 | ||||
| 2025-04-28 | 13F | Mountain Capital Investment Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 56 | 0.00 | 6 | 0.00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1,623 | 8.71 | 163 | 8.67 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 199 | -0.50 | 20 | 0.00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 2,354 | 12.10 | 237 | 11.85 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 65,905 | 18.57 | 6,626 | 18.47 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 167 | 0.00 | 17 | 0.00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 217 | 22 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1,902 | -23.92 | 191 | -23.90 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 21,693 | 29.20 | 2,181 | 29.13 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7,407 | -35.81 | 745 | -35.92 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 413,332 | 41,554 | ||||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 3,116 | 0.00 | 313 | 0.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 71,834 | 60.82 | 7,222 | 60.68 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,366 | 8.74 | 1,243 | 9.14 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 146,387 | -0.14 | 14,717 | -0.23 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 102,235 | -0.04 | 10,278 | -0.12 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14,177 | -1.47 | 1,425 | -1.52 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 17,177 | -2.24 | 1,727 | -2.32 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 3,075 | 0.00 | 309 | 0.00 | ||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 13,700 | -25.54 | 1,377 | -25.61 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,100 | -8.73 | 1,016 | -8.47 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 70 | -2.78 | 7 | 0.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 44 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4,579 | -6.24 | 460 | -6.31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 47,253 | -2.45 | 4,751 | -2.52 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 4,731 | -82.58 | 476 | -82.62 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 26,663 | -1.84 | 2,681 | -1.94 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 442 | 15.40 | 44 | 15.79 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 10,434 | -12.64 | 1,047 | -12.82 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 38,981 | 5.82 | 3,919 | 5.72 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1,000 | 0.00 | 101 | 0.00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 6,533 | -4.92 | 657 | -5.07 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 3,090 | 0.00 | 311 | 0.00 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 38,194 | 28.06 | 3,840 | 27.92 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9,462 | -29.72 | 951 | -29.76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 536,533 | -24.82 | 53,940 | -24.88 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,064 | 9.08 | 308 | 9.22 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 64 | -99.03 | 6 | -99.10 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 20,035 | -0.09 | 2,014 | -0.15 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 76,170 | -1.94 | 7,658 | -2.02 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 3,825 | 0.00 | 385 | 0.00 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 25,975 | 9.64 | 2,611 | 9.57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 611,502 | -15.51 | 61 | -15.28 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 61,479 | 6.58 | 6,181 | 6.48 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 117 | 0.00 | 12 | 0.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3,181 | -84.52 | 320 | -84.57 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,583 | 0.04 | 260 | 0.00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 716 | -79.22 | 72 | -79.19 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 5,975 | 0.00 | 601 | -0.17 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 28,869 | -28.88 | 2,902 | -28.94 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 6,600 | 664 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 351 | 0.00 | 35 | 0.00 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 10,198 | 1,025 | ||||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3,600 | -10.00 | 362 | -10.20 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 107,104 | 20.00 | 10,768 | 19.90 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 541 | 0.00 | 54 | 0.00 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2,590 | 1.33 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 45,588 | 2.53 | 4,583 | 2.46 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 11,835 | 1,190 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 4,967 | 0.00 | 499 | 0.00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 5,794 | 0.24 | 582 | 0.17 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 92,624 | -0.07 | 9,312 | -0.16 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 13,909 | -57.23 | 1,398 | -57.27 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 6,450 | -3.01 | 648 | -3.14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,873 | 9.67 | 1,093 | 9.63 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 12,889 | 84.39 | 1,296 | 84.21 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,796 | 1.48 | 683 | 1.49 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 14,076 | -23.41 | 1,415 | -23.47 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,274 | -43.45 | 1,033 | -43.54 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 33,806 | -0.66 | 3,399 | -0.76 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 33,817 | -6.41 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,382 | 0.04 | 541 | 0.00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 291,994 | 67.19 | 29,356 | 67.05 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9,267 | 14.20 | 1 | |||||
| 2025-08-19 | 13F | Cim, Llc | 43,617 | -1.94 | 4,385 | -2.03 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 10,513 | 0.00 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 177,590 | 1.44 | 17,854 | 1.36 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 10,144 | 15.17 | 1,018 | 15.18 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 74,673 | -1.68 | 7,507 | -1.77 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 677,265 | 87.25 | 68,089 | 87.09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 355,463 | 15.96 | 35,736 | 15.86 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 305 | -60.85 | 31 | -61.54 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 4,476 | -20.55 | 450 | -20.67 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1,457,247 | -57.94 | 146,504 | -57.97 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 73,585 | 23.08 | 7 | 16.67 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 83,177 | 2.34 | 8,362 | 2.25 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 46,651 | -81.61 | 4,690 | -81.62 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 7,406 | -3.40 | 745 | -3.50 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,503 | -35.07 | 252 | -35.14 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2,397 | 5.87 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,407 | -11.45 | 141 | -11.32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4,832 | -26.59 | 486 | -26.74 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2,449 | 0.70 | 246 | 0.82 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 7,333 | 1.73 | 737 | 1.66 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 249 | 0.00 | 25 | 0.00 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 20,201 | -1.49 | 2,031 | -1.60 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4,040 | -40.04 | 406 | -40.03 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 3,250 | -39.81 | 327 | -39.96 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3,640 | 0.00 | 366 | -0.27 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 29,142 | -24.68 | 2,932 | -24.69 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 165,922 | 131.60 | 16,681 | 131.41 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 17,677 | 1,709.31 | 1,777 | 1,713.27 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 2,996 | 0.00 | 301 | 0.00 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3,468 | -0.74 | 349 | -0.85 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 16,859 | 1.04 | 1,695 | 0.95 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9,463 | 50.85 | 1 | |||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 42,620 | -6.84 | 4,285 | -6.93 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12,957 | -4.99 | 1,303 | -5.10 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | CMDT - PIMCO Commodity Strategy Active Exchange-Traded Fund | 70,751 | 0.00 | 7,113 | -0.08 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 80,838 | 16.66 | 8,127 | 16.57 | ||||
| 2025-05-23 | NP | AGGH - Simplify Aggregate Bond PLUS Credit Hedge ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2,293 | 12.96 | 231 | 12.75 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4 | 0 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 4,562 | 15.70 | 459 | 15.66 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,769 | 0.00 | 178 | 0.00 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 36,201 | 4.88 | 3,639 | 4.78 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 4,089 | 0.52 | 411 | 0.74 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 64,895 | -5.09 | 6,524 | -5.16 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 16,800 | -11.59 | 1,689 | -11.72 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,742 | -13.87 | 778 | -13.94 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 49,032 | 2.79 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 38,991 | -20.00 | 3,920 | -20.09 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 38,129 | -2.93 | 3,833 | -3.01 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 10,633 | -0.79 | 1,069 | -0.93 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 3,382 | -64.35 | 340 | -64.36 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6,120 | 198.25 | 615 | 198.54 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 70,849 | -77.92 | 7,123 | -77.94 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 99,397 | 88.18 | 9,993 | 88.03 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 4,604 | 463 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 5,115 | -1.20 | 514 | -1.15 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 948,751 | 24.23 | 95,383 | 24.13 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,896 | 7.22 | 1,095 | 7.14 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28,201 | -24.85 | 2,835 | -23.87 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 3,907 | -38.58 | 392 | -38.75 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25,453 | 107.47 | 2,559 | 107.29 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 33,950 | 3,403 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 15,140 | 1,522 | ||||||
| 2025-08-20 | NP | CONWX - Concorde Wealth Management Fund | 6,000 | 0.00 | 603 | 0.00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6,396 | -0.27 | 643 | -0.31 | ||||
| 2025-08-06 | 13F | Simmons Bank | 19,459 | 47.29 | 1,956 | 47.18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 527,071 | -9.14 | 52,990 | -9.22 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 32,436 | 3,261 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 28 | -3.45 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,420,490 | 18.68 | 142,809 | 18.58 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 55,513 | 5,581 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 84,433 | -31.68 | 8,488 | -31.74 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12,842 | 0.94 | 1,291 | 0.86 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 9,497 | 0.19 | 955 | 0.10 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 6,716 | 86.14 | 675 | 85.95 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,111,810 | 15.92 | 413,381 | 15.83 | ||||
| 2025-04-14 | 13F | One + One Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16,759 | 192.33 | 1,685 | 192.36 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 33,698 | -43.03 | 3,388 | -42.61 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 13,930 | 1,400 | ||||||
| 2025-08-29 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 105,988 | 0.00 | 10,656 | -0.08 | ||||
| 2025-07-24 | 13F | Birch Capital Management, LLC | 16,122 | -1.59 | 1,621 | -1.70 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 50,710 | 1.41 | 5,098 | 1.33 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14,387 | -65.00 | 1,446 | -65.04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 955 | 96 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,850 | 0.00 | 386 | -0.26 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7,624 | 1.21 | 766 | 1.06 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14,901 | -3.45 | 1 | 0.00 | ||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 2,800 | 282 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 2,598 | 3.88 | 261 | 3.98 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1,430 | 0.00 | 144 | 0.00 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 2,866 | 1.20 | 288 | 1.41 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 33,552 | 7.03 | 3,373 | 6.94 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 7,744 | 779 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 49,398 | -6.09 | 4,966 | -6.16 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,362 | -5.48 | 841 | -5.62 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 20,183 | -12.99 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 9,838 | 0.00 | 989 | 0.30 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 9,870 | -0.69 | 992 | -0.80 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 17,608 | -4.24 | 1,770 | -4.32 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 41,184 | -50.58 | 4,140 | -50.62 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 4,812 | -8.45 | 484 | -8.52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 29,983 | 6.39 | 3,014 | 6.31 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 83 | 0.00 | 8 | 0.00 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2,479 | 1.52 | 249 | 1.63 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 32,149 | -22.65 | 3,232 | -22.70 | ||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 50,512 | -5.11 | 5,078 | -5.17 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3,183 | -19.21 | 320 | -19.19 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 3,000 | 50.00 | 302 | 49.75 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 8,210 | 825 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33,795 | -12.77 | 3,398 | -12.85 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4,750 | -1.04 | 478 | -1.04 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 50,714 | -3.63 | 5,099 | -3.72 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 290,716 | 2.50 | 29,227 | 2.42 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 4,401 | 5.14 | 442 | 4.99 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45,914 | 3.69 | 4,616 | 3.59 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 118,372 | -9.03 | 11,901 | -9.10 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2,315 | 233 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11,064 | -19.42 | 1,112 | -19.48 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 4,804 | -38.13 | 483 | -38.28 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2,754 | -19.54 | 277 | -19.77 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5,283 | 0.84 | 531 | 0.76 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 21,956 | 3.94 | 2,207 | 3.86 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13,319 | 34.30 | 1,336 | 34.00 | ||||
| 2025-05-29 | NP | TFAQX - TFA Quantitative Fund Class I | 11,900 | 1,197 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 44,928 | -1.58 | 4,509 | -1.83 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 27,172 | 4.50 | 2,732 | 4.40 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 6,678 | 28.70 | 671 | 28.54 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 24,560 | 0.18 | 2,464 | 0.33 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 6,304 | -0.08 | 634 | -0.16 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4,752 | 16.58 | 478 | 16.91 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 81,663 | -33.69 | 8,210 | -33.75 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 12,037 | 26.13 | 1,210 | 26.04 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 618 | 0.00 | 62 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 55,852 | -9.83 | 5,615 | -9.90 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 3,954 | 1.70 | 398 | 1.53 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 9,850 | 23.91 | 990 | 23.90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7,511 | 64.75 | 755 | 64.85 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,249 | -1.32 | 226 | -1.31 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13,354 | 54.54 | 1,343 | 54.43 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44,722 | 17.33 | 4,496 | 17.24 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 13,105 | 1,318 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 7,335 | 7.32 | 737 | 7.28 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 2,181 | 1.16 | 219 | 1.39 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 2,189 | 220 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 122,701 | 32.45 | 12,336 | 32.34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 73,775 | 3.60 | 7,417 | 3.52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,479,600 | -11.06 | 149 | -11.38 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 100 | 7.53 | 10 | 11.11 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,116 | -10.10 | 615 | -9.69 | ||||
| 2025-08-08 | 13F | Creative Planning | 229,419 | -6.72 | 23,065 | -6.79 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2,139 | 0 | ||||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 355 | 0.00 | 36 | 0.00 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 140 | 0.00 | 14 | 0.00 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 2,565 | 0.00 | 258 | -0.39 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 7,771 | 102.79 | 781 | 102.86 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 9,337 | -6.97 | 1 | -100.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 88,088 | 4.45 | 8,856 | 4.36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,837,339 | 7.17 | 385,787 | 7.08 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22,517 | -10.11 | 2,264 | -10.20 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7,249 | 729 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59,839 | 233.49 | 6,016 | 234.17 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5,010 | 0.97 | 504 | 0.80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 48,168 | 10.09 | 4,843 | 10.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 86,175 | -32.94 | 8,664 | -33.00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4,798 | -0.10 | 482 | -0.21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33,434 | 86.05 | 3,361 | 85.90 | ||||
| 2025-05-09 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 53,120 | 23.87 | 5,340 | 23.78 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 10,806 | 4.85 | 1,086 | 4.83 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 20,033 | 3.58 | 2,014 | 3.49 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6,520 | -51.33 | 655 | -51.30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28,287,262 | 2.25 | 2,843,860 | 2.16 | ||||
| 2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 13,078 | 0.00 | 1,315 | -0.08 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 61,861 | -22.45 | 6,219 | -22.53 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3,496 | -1.08 | 351 | -1.13 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4,135 | 416 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 173,972 | 0.54 | 17,490 | 0.45 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15,239 | 72.70 | 1,533 | 72.83 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 920 | 0.00 | 92 | 0.00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 725,224 | 3.58 | 72,910 | 3.49 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 4,385 | -6.90 | 441 | -6.98 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 700 | 0.00 | 70 | 0.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4,856 | -1.56 | 488 | -1.61 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5,250 | 6.06 | 527 | 6.25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 848 | 85 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 141,590 | 32.85 | 14,235 | 32.74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10,937 | -5.13 | 1,100 | -5.26 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 59,788 | 6,011 | ||||||
| 2025-08-13 | 13F | Emory University | 6,527 | 0.00 | 656 | 0.00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 23 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 21,996 | 15.75 | 2,211 | 15.64 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 6,900 | -20.76 | 694 | -20.89 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 10,264 | -6.21 | 1,032 | -6.36 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 24,589 | -2.35 | 2,472 | -2.41 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12,985 | -8.36 | 1,305 | -8.42 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 81,514 | 25.67 | 8 | 33.33 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 270 | -73.16 | 27 | -73.27 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 32,124 | -6.69 | 3,230 | -6.76 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 17,884 | -0.80 | 1,798 | -0.88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,952 | 6.04 | 397 | 5.87 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 4,858 | -10.90 | 488 | -10.95 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 6,885 | 2.70 | 692 | 2.67 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 30,097 | -28.39 | 3,026 | -28.47 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 69,830 | 5.30 | 7,020 | 5.22 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 25,164 | -9.97 | 2,530 | -10.06 | ||||
| 2025-07-25 | 13F | Summa Corp. | 6,700 | 27.38 | 674 | 27.22 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 58,494 | -62.10 | 5,869 | -62.20 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 12,829 | -0.90 | 1,290 | -1.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 850,582 | 17.61 | 85,513 | 17.51 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 39 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 3,086 | 0.00 | 310 | 0.32 | ||||
| 2025-04-28 | NP | FMCE - FM Compounders Equity ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 300,490 | -4.15 | 30,210 | -4.23 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 1,519 | 0.00 | 153 | 0.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 407 | -17.44 | 41 | -18.37 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 484,919 | -8.97 | 48,751 | -9.05 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 919,962 | 31.76 | 92,488 | 31.65 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2,699 | -77.88 | 270 | -78.00 | ||||
| 2025-04-23 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 49,843 | 58.98 | 5,011 | 58.85 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 235,706 | 209.18 | 23,697 | 208.94 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 83,926 | 153.93 | 8,438 | 153.74 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 30 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 86,433 | 13.29 | 8,689 | 13.20 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 8,194 | -5.02 | 824 | -5.18 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 17,285 | -1.00 | 1,738 | -1.08 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 4,756 | 478 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,408,957 | 13.31 | 242,184 | 13.22 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 16 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6,034 | -1.10 | 607 | -1.14 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,079 | -3.05 | 108 | -2.70 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 313,940 | 5.64 | 31,562 | 5.55 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 7,525 | -8.96 | 757 | -8.69 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 173,554 | 22.12 | 17,448 | 22.02 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 73,073 | 7,346 | ||||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 11,731 | 21.30 | 1,179 | 21.80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 290,591 | -1.01 | 29 | 0.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 16,913 | -3.09 | 1,700 | -3.13 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 528,237 | 11.06 | 53,106 | 10.97 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 40,979 | -10.44 | 4,120 | -10.53 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 56,966 | -5.60 | 5,727 | -5.68 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 2,937 | 295 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 40,410 | 455.69 | 4,063 | 455.68 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 5,440 | 547 | ||||||
| 2025-07-25 | 13F | Advocate Group Llc | 51,986 | 0.49 | 5,226 | 0.40 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 3,697 | 0.00 | 372 | 0.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 24,521 | -70.61 | 2,465 | -70.64 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 8,333 | -0.69 | 838 | -0.83 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 6,159 | -1.25 | 619 | -1.28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 12,653 | -32.87 | 1,272 | -32.73 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 26,151 | 8.97 | 2,629 | 8.91 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2,838 | 285 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 133,259 | -12.08 | 13,397 | -12.16 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Financial Designs Corp | 2,893 | 291 | ||||||
| 2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 18,100 | 1,821 | ||||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 58,908 | 2.09 | 5,922 | 2.02 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 7,845 | -1.36 | 789 | -1.50 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 204,750 | 0.46 | 20,585 | 0.37 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 5,975 | -41.15 | 601 | -41.23 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 11,979 | -3.85 | 1,204 | -3.91 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 1,054 | -69.40 | 106 | -69.65 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 3,094 | -61.96 | 311 | -61.98 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 121 | -99.19 | 12 | -99.20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,096,969 | 0.47 | 110,284 | 0.39 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 72,773 | 63.37 | 7,316 | 63.23 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 109,601 | 11.18 | 11,019 | 11.09 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,005 | 0.00 | 202 | 0.00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5,483 | 17.81 | 551 | 17.74 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 172,872 | -39.94 | 17,380 | -40.00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 4,176 | -5.52 | 420 | -5.63 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 663,740 | 80.23 | 66,729 | 80.09 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 14,319 | -7.27 | 1,440 | -7.10 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 2,144 | 1.18 | 216 | 0.94 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1,040 | 105 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2,708 | -5.91 | 272 | -5.88 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 89,231 | -7.71 | 8,971 | -7.79 | ||||
| 2025-09-03 | 13F | American Trust | 2,932 | 295 | ||||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 14,751 | -0.07 | 1,483 | -0.20 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8,161 | -2.49 | 820 | -2.61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 25,892 | 11.67 | 2,603 | 12.01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 14,297 | 41.55 | 1,437 | 41.30 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13,684 | 20.69 | 1,376 | 20.61 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 5,425 | 545 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 205,238 | -2.88 | 20,634 | -2.97 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 36,941 | -0.67 | 3,714 | -0.77 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 138,033 | -4.64 | 13,877 | -4.72 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 18,412 | -14.07 | 1,851 | -14.15 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 33,600 | 3,378 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 18,164 | -14.69 | 1,826 | -14.75 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 84 | 8 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4,150 | -0.14 | 417 | -0.24 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 49,637 | 10.59 | 4,990 | 10.50 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 15,110 | -11.59 | 1,519 | -11.63 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 24,302 | 2.15 | 2,443 | 2.09 | ||||
| 2025-08-15 | 13F | Kestra Investment Management, LLC | 7,308 | 0.00 | 735 | 0.00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 3,179 | 320 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 60,128 | 17.68 | 6,045 | 17.59 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 31,154 | -11.73 | 3,132 | -11.80 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 65 | -97.08 | 7 | -97.32 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 17,000 | 18 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 126,933 | -0.92 | 12,761 | -1.01 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5,796 | 32.27 | 583 | 32.27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41,581 | 18.66 | 4,180 | 18.58 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 3,736 | 0.00 | 376 | 0.00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2,782 | -53.34 | 280 | -53.42 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 3,224 | -3.62 | 324 | -3.57 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 24,443 | -19.00 | 2,457 | -19.07 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 2,956 | 297 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,342 | -3.50 | 1 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9,753 | -13.91 | 981 | -13.96 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,687,424 | 8.81 | 873,390 | 8.72 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 4,160 | -90.75 | 418 | -90.76 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 6,587 | -2.24 | 663 | -2.36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 95,379 | 7.50 | 9,589 | 7.40 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 514 | -66.84 | 52 | -67.10 | ||||
| 2025-07-16 | 13F | Novem Group | 28,446 | 2.83 | 2,860 | 2.73 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1,667 | 0 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 880 | 0.00 | 88 | 0.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,080 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24,924 | -72.86 | 2,506 | -72.89 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7,991 | -9.68 | 803 | -9.78 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 110 | 0.00 | 11 | 0.00 | ||||
| 2025-05-13 | 13F | Simplify Asset Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 56,854 | -0.54 | 5,716 | -0.63 | ||||
| 2025-05-05 | 13F | Eq Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 28,047 | 13.10 | 2,820 | 12.99 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 29,834 | -10.97 | 2,999 | -11.04 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6,300 | 40.94 | 633 | 40.98 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2,426 | -0.29 | 244 | -0.41 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 68,929 | -6.86 | 6,930 | -6.94 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11,233 | 1,129 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 657 | 156.64 | 66 | 164.00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 33,688 | -1.36 | 3,387 | -1.46 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 105,816 | 27.89 | 10,638 | 27.78 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 26,648 | 13.44 | 2,679 | 13.37 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 4,319 | 0.00 | 434 | 0.00 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 20,007 | -16.10 | 2,011 | -16.17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 198,805 | 66.10 | 19,987 | 65.97 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 82,854 | -7.90 | 8,330 | -7.98 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 725 | -29.27 | 73 | -30.10 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 95,066 | 12.26 | 9,557 | 12.16 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10,751 | -18.84 | 1,081 | -18.92 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3,562 | -64.26 | 358 | -64.27 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 12 | 0.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 102,612 | 172.17 | 10,316 | 171.97 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 955 | 0.00 | 96 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,728 | -79.03 | 1,280 | -79.06 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 16,496 | 76.88 | 1,658 | 76.76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 61,518 | -12.91 | 6,185 | -12.99 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 7,123 | -64.62 | 716 | -64.64 |
