Mga Batayang Estadistika
| Pemilik Institusional | 704 total, 704 long only, 0 short only, 0 long/short - change of -1.81% MRQ |
| Alokasi Portofolio Rata-rata | 0.9240 % - change of -14.54% MRQ |
| Saham Institusional (Jangka Panjang) | 81,499,495 (ex 13D/G) - change of -8.85MM shares -9.80% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 7,138,045 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (US:MOAT) memiliki 704 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 81,499,495 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Raymond James Financial Inc, Mesirow Financial Investment Management, Inc., Wells Fargo & Company/mn, Boulay Financial Advisors, LLC, Commonwealth Equity Services, Llc, UBS Group AG, and Ameriprise Financial Inc .
Struktur kepemilikan institusional VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (BATS:MOAT) 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 98.53 / share. Previously, on September 6, 2024, the share price was 93.15 / share. This represents an increase of 5.78% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 80,708 | -3.89 | 7,570 | 2.42 | ||||
| 2025-04-16 | 13F | Thomasville National Bank | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 11,189 | 14,818.67 | 1,049 | 17,383.33 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 83 | 0.00 | 8 | 0.00 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 19,612 | -17.67 | 1,839 | -12.26 | ||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Southern Farm Bureau Life Insurance | 845,027 | 0.00 | 79 | 6.76 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 175 | -99.48 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 458,699 | -14.14 | 43,021 | -8.49 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,498 | -22.83 | 328 | -17.59 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,804 | -3.35 | 544 | 3.03 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 2,601 | -67.97 | 244 | -65.97 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 28,186 | -1.53 | 2,644 | 4.96 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 5,329 | -23.20 | 500 | -18.20 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 2,620 | 0.00 | 246 | 6.52 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 79,633 | 556.44 | 7,469 | 599.91 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 161,412 | -3.34 | 15,139 | 3.02 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2,435 | -38.24 | 228 | -34.10 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 12,295 | 0.00 | 1,153 | 6.66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24,107 | 7.62 | 2,261 | 14.66 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 511,976 | -2.18 | 48,018 | 4.26 | ||||
| 2025-05-07 | 13F | Miller Investment Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3,001 | 57.86 | 0 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 616,184 | 2.09 | 57,792 | 8.80 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 20,409 | 1.62 | 1,914 | 8.32 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 400 | 0.00 | 39 | 8.57 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6,352 | 50.99 | 596 | 60.81 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6,739 | -57.57 | 632 | -54.76 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 165 | 0.00 | 16 | 7.14 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 34,687 | -14.74 | 3,253 | -9.13 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 34,774 | 0.92 | 3,261 | 7.55 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 391,605 | -39.71 | 36,729 | -35.74 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3,148 | -28.06 | 295 | -23.38 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,342 | 7.50 | 407 | 14.65 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2,652 | 249 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10,209 | -2.19 | 958 | 4.25 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2,768 | -2.60 | 260 | 3.60 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 758 | 0.00 | 71 | 7.58 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 5,941 | -0.45 | 557 | 6.10 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 65,371 | -84.88 | 6,131 | -83.88 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,533 | -9.83 | 238 | -4.05 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 838 | 79 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 17,922 | 15.80 | 1,681 | 23.44 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 2,200 | 206 | ||||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1,200 | 0.00 | 113 | 6.67 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 94,783 | -0.33 | 8,890 | 6.23 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2,610 | -10.28 | 245 | -4.31 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 15,241 | -15.55 | 1,429 | -10.01 | ||||
| 2025-04-11 | 13F | IAM Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F/A | Avaii Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,067 | 100 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 6,375 | 0.00 | 598 | 6.42 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 26,346 | 11.34 | 2,471 | 18.64 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 836 | 0.00 | 78 | 6.85 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 10,784 | 1,011 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 162,111 | 1.09 | 15,204 | 7.75 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 6 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,125,742 | -23.03 | 105,677 | -17.95 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 241 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 32,420 | -52.06 | 3,041 | -48.92 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 232,928 | -6.64 | 21,846 | -0.50 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,093 | 103 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 37,347 | -1.42 | 3,503 | 5.07 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 63,329 | -1.68 | 5,940 | 1.47 | ||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 629 | -4.55 | 56 | -6.67 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 218,012 | -15.22 | 20 | -9.09 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 375,034 | 0.55 | 35,174 | 7.16 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Lansing Street Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,337 | 0.00 | 125 | 6.84 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 4,967 | 0.00 | 466 | 6.41 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 58,862 | -43.01 | 5,521 | -39.26 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 8,659 | -5.16 | 812 | 1.12 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 382 | -15.67 | 36 | -10.26 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 795 | 75 | ||||||
| 2025-07-24 | 13F | Standard Life Aberdeen plc | 12,008 | -69.63 | 1,125 | -67.39 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 2,719 | -20.01 | 255 | -14.72 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 246,382 | -4.88 | 23,108 | 1.38 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 84,357 | -68.66 | 7,912 | -66.60 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 2,153 | -98.61 | 202 | -98.52 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 3,277 | 0.00 | 307 | 6.60 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 187 | -35.96 | 18 | -32.00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 62,265 | -0.14 | 5,840 | 6.45 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 212 | -56.47 | 20 | -54.76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,725 | -67.57 | 537 | -65.49 | ||||
| 2025-04-14 | 13F | Bangor Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 11,908 | -78.22 | 1,161 | -75.89 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4,868 | -0.06 | 457 | 6.54 | ||||
| 2025-08-11 | 13F | Parametrica Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 850 | 0.00 | 80 | 6.76 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2,425 | -10.19 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 85 | 0.00 | 8 | 0.00 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 15,000 | -11.76 | 1,407 | -6.02 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 1,851 | 0.00 | 178 | 10.63 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 10,294 | -1.91 | 966 | 4.55 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 300 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 2,896 | 267 | ||||||
| 2025-08-08 | 13F | Creative Planning | 229,821 | -6.41 | 21,555 | -0.25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13,187 | -87.32 | 1,237 | -86.50 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,920 | -13.44 | 1,587 | -7.79 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 161,062 | 62.63 | 15,106 | 73.33 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 2,363 | 0.00 | 222 | 6.76 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 189,078 | -7.40 | 17,734 | -1.31 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 384,000 | 0.00 | 36,015 | 6.77 | ||||
| 2025-04-15 | 13F | Kozak & Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 391,831 | -1.69 | 36,750 | 4.77 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 6,622 | -17.32 | 621 | -11.79 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 2,726 | -43.77 | 256 | -40.14 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 38,604 | 6.14 | 3,621 | 13.13 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 56,783 | -1.88 | 5,326 | 4.58 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3,795 | 14.97 | 356 | 22.41 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 6,755 | -14.83 | 634 | -9.18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 27,613 | -2.68 | 2,590 | 3.73 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 774,216 | -5.36 | 72,614 | 0.87 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 64,075 | -2.90 | 6,032 | 3.87 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 85,494 | -37.57 | 8,019 | -33.46 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 65,430 | 583.41 | 2,837 | 236.82 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 2,153 | 202 | ||||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 375,332 | 2.37 | 35,202 | 9.11 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 13,514 | -4.80 | 1,267 | 1.44 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 17,610 | -83.84 | 1,652 | -82.79 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 188 | 18 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 44,380 | -1.97 | 4,162 | 4.49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 882,889 | -21.33 | 83 | -16.33 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 99,780 | 21.98 | 9,358 | 30.01 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 27,942 | 5.41 | 2,621 | 12.35 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 24,708 | 0.28 | 2,317 | 6.87 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 68 | 0.00 | 6 | 20.00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 93 | 9 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 27,337 | 0.00 | 2,564 | 6.57 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4,362 | 1.51 | 409 | 8.20 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 20,958 | 6.61 | 1,966 | 13.58 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 51,512 | -32.26 | 4,831 | -27.81 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 27,886 | 0.07 | 2,615 | 6.65 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8,053 | -25.14 | 755 | -20.19 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2,861 | 0.00 | 268 | 6.77 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 11,245 | 14.16 | 1,055 | 21.71 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 89,677 | -6.14 | 8,411 | 2.64 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3,030 | 0.00 | 284 | 6.77 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 26,666 | 0.00 | 2,501 | 6.61 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 24,220 | 0.90 | 2,272 | 7.53 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 62 | -11.43 | 6 | -16.67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 20,204 | -19.60 | 1,895 | -14.34 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2,796 | 262 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 24,375 | 0.62 | 2,286 | 7.27 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 33,795 | 7.03 | 3,170 | 14.07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 102,940 | -6.06 | 9,655 | 0.11 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 49,106 | -0.50 | 4,606 | 6.03 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9,608 | -40.46 | 901 | -36.55 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 144,983 | -1.37 | 13,598 | 5.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,560,799 | -6.09 | 615,337 | 0.09 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 56,872 | 2.68 | 5,334 | 9.42 | ||||
| 2025-05-13 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 86,032 | -9.85 | 8,069 | -3.92 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,209 | 207 | ||||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5,659 | -1.94 | 531 | 4.54 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 412,204 | -13.31 | 38,661 | -7.61 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9,241 | -11.17 | 891 | 5.69 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 4,679 | 0.00 | 439 | 6.57 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2,668,567 | -2.84 | 250,285 | 3.56 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,240 | 59.46 | 398 | 70.39 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 36,092 | -42.39 | 3,385 | -38.60 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7,398 | -0.66 | 694 | 5.80 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2,589 | 0.00 | 243 | 6.61 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14,849 | 0.01 | 1,393 | 6.58 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 12,388 | 0.00 | 1,162 | 3.20 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4,685 | 0.00 | 439 | 6.55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 76,370 | -44.88 | 7,163 | -41.26 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 89,774 | 1.80 | 8,420 | 8.49 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,493 | 37.80 | 609 | 47.10 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 85,099 | -1.68 | 7,981 | 4.79 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 21,624 | -51.73 | 2,028 | -48.55 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 77,770 | 11.88 | 7 | 16.67 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 2,892 | 0.00 | 271 | 6.69 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 742 | 0.00 | 70 | 6.15 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 35,555 | -10.39 | 3,335 | -9.38 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1,065 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 8,674 | -14.83 | 813 | -9.16 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 3,222 | -2.36 | 302 | 4.14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 159 | -95.80 | 15 | -95.80 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,542 | 18.22 | 332 | 26.24 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,224 | -5.23 | 313 | 7.56 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 5 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 126,752 | 2.68 | 11,888 | 9.45 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 253,582 | -16.74 | 23,784 | -11.27 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 167 | -90.65 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 41,133 | -15.21 | 3,620 | -19.54 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5,722 | -2.09 | 537 | 4.28 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 6,690 | 627 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2,918 | 274 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 22,522 | -0.75 | 2,112 | 5.81 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 10,784 | -28.14 | 1,011 | -23.41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 59,441 | 129.51 | 5,575 | 144.58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 201,618 | -32.41 | 18,910 | -27.96 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 250,011 | -13.17 | 23,449 | -7.46 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 8,808 | 0.00 | 826 | 6.58 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 19,624 | -17.18 | 1,840 | -11.75 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,181 | -12.92 | 298 | -7.17 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 34,880 | -0.97 | 3,271 | 5.55 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 274 | 0.00 | 26 | 4.17 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 13,504 | 0.56 | 1,267 | 7.20 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,001 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 3,680 | -30.43 | 345 | -25.81 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 981 | 92 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 551,715 | -8.55 | 51,745 | -2.53 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,095 | -16.89 | 290 | -11.31 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,048 | 0.00 | 755 | 6.50 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5,314 | 1.74 | 498 | 8.50 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 35,443 | 1.54 | 3,324 | 2.72 | ||||
| 2025-07-16 | 13F | Randolph Co Inc | 2,531 | -58.03 | 237 | -55.28 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 186,319 | -2.06 | 17,475 | 4.38 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,947 | 0.00 | 183 | 6.43 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 291 | 27 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2,294 | -8.13 | 215 | -1.83 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 4,431 | -4.83 | 416 | 1.47 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11,866 | -1.42 | 1,113 | 5.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72,587 | -20.65 | 6,808 | -15.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6,487 | -0.92 | 608 | 5.56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 123,548 | -3.06 | 11,588 | 3.33 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3,901 | 0.00 | 366 | 17.36 | ||||
| 2025-05-14 | 13F | bLong Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 77,592 | -5.90 | 7,277 | 0.29 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 691 | 0.00 | 65 | 6.67 | ||||
| 2025-07-11 | 13F | Bell Bank | 2,491 | -33.75 | 234 | -29.39 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 37,621 | -29.14 | 3,528 | -24.47 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,997 | 61.07 | 750 | 72.02 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 37,736 | -1.48 | 3,539 | 5.01 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 2,530 | 0.00 | 223 | -5.13 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 5 | -99.99 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 405 | 0.00 | 38 | 5.71 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 151,014 | -6.36 | 14,164 | -0.20 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 31,486 | -15.08 | 3,006 | -7.88 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 9,095 | -12.08 | 853 | -6.26 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 200 | 0.00 | 19 | 5.88 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 196,598 | -11.25 | 18,439 | -5.42 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 16,333 | -84.95 | 1,532 | -83.97 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 6,175 | 0.00 | 579 | 6.63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,406,645 | -6.60 | 225,719 | -0.45 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 39,115 | -1.09 | 3,669 | 5.43 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 22,445 | 0.00 | 2,105 | 6.58 | ||||
| 2025-04-22 | 13F | Burt Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5,824 | 546 | ||||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 2,820 | 0.00 | 264 | 22.79 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 49,401 | 2.46 | 4,633 | 9.19 | ||||
| 2025-04-24 | 13F | Elevated Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Garrison Bradford & Associates Inc | 300 | 0.00 | 28 | 7.69 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 23,063 | 1.41 | 2,163 | 8.10 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 5,922 | 0.44 | 555 | 7.14 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 3,634 | 0.00 | 341 | 6.58 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 436,493 | 6.60 | 40,939 | 13.61 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2,284 | -8.49 | 214 | -2.28 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 223,339 | -0.25 | 20,947 | 6.30 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 2,165 | -6.72 | 203 | -0.49 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 250 | -13.79 | 23 | -8.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 291,184 | 310.88 | 27,310 | 337.94 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4,480 | -1.32 | 420 | 5.26 | ||||
| 2025-05-15 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 31 | 0.00 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 11,000 | -29.27 | 1,032 | -24.63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 488 | 0.00 | 46 | 7.14 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 366 | -63.33 | 34 | -60.92 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 4,060 | 0.00 | 381 | 6.44 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 29,927 | -11.85 | 2,807 | -6.06 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 56,045 | 19.06 | 5,256 | 26.90 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 335,445 | -1.23 | 31,464 | 5.28 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35,486 | -13.73 | 3,328 | -8.04 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 27,426 | 0.10 | 2,572 | 6.72 | ||||
| 2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 304 | 0.00 | 29 | 7.69 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 10,075 | -34.63 | 945 | -30.38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 398,233 | -25.26 | 38,573 | -17.74 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 500,000 | -0.59 | 48,430 | 22.63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 765,074 | -23.85 | 71,757 | -18.84 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1,524 | 137 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 51,864 | -18.35 | 4,864 | -12.99 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 63,834 | 3.71 | 5,987 | 10.52 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 714 | -12.82 | 67 | -8.33 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 40,077 | -11.79 | 3,759 | -6.00 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 89,423 | -10.69 | 8,387 | -4.81 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 15,562 | -11.09 | 1,493 | -3.05 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 13,697 | 2.85 | 1,285 | 9.65 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 267,249 | -2.23 | 25,065 | 4.21 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8,316 | -22.16 | 732 | -25.33 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 14,679 | 1,292 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 450 | 0.00 | 42 | 7.69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5,500 | -83.33 | 516 | -82.27 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 65,807 | 54.99 | 6,172 | 65.20 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 33,316 | -7.46 | 2,932 | -12.19 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 230 | -77.11 | 22 | -76.14 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Apriem Advisors | 460,995 | 31.83 | 43,237 | 40.51 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 53,868 | 1,645.56 | 5,052 | 1,771.11 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 166,709 | 10.86 | 15,636 | 18.16 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 20,657 | 24.69 | 1,937 | 32.94 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 16,616 | -14.16 | 1,558 | -8.51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10,376 | 2.75 | 973 | 9.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 604,739 | -2.03 | 56,718 | 4.42 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 11,426 | -77.00 | 1,072 | -75.50 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 1,135 | 0.00 | 106 | 7.07 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 61,874 | -0.21 | 5,803 | 6.36 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,990 | 4.51 | 280 | 5.66 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 118,683 | -1.06 | 11,131 | 5.45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 37,246 | -26.62 | 3,493 | -21.79 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 145,061 | -1.66 | 13,605 | 4.81 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 45,889 | 4.90 | 4,304 | 11.80 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 243,611 | -12.09 | 22,848 | -6.31 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 24,702 | -3.33 | 2,317 | 3.02 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 47,948 | -1.28 | 4,497 | 5.22 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 1,928 | 169 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 33,796 | -16.96 | 3,262 | 1.81 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47,978 | 6.71 | 4,500 | 13.73 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 26,455 | -15.90 | 2,481 | -10.37 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 5,435 | 0.74 | 478 | -4.40 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 19,389 | -67.92 | 1,819 | -65.81 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 120,824 | -10.13 | 11,332 | -4.21 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 62,116 | -1.20 | 5,826 | 5.30 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 8,094 | 4.12 | 759 | 10.96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 612,177 | -24.11 | 57,416 | -19.12 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 8,242 | 0.00 | 773 | 6.62 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 162,934 | -6.03 | 16,000 | 4.86 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 58,641 | -3.59 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 431 | 22.79 | 40 | 33.33 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 98,086 | 0.60 | 9,199 | 7.25 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 5,063 | 6.23 | 475 | 13.13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27,526 | 12.81 | 2,582 | 13.25 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 17,934 | -10.06 | 1,682 | -4.10 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 14,146 | 17.68 | 1,327 | 25.45 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | GGM Financials LLC | 267,876 | 25,124 | ||||||
| 2025-04-28 | 13F | Milestone Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 7,275 | 15.11 | 721 | 34.08 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 14,562 | -52.05 | 1,366 | -48.91 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4,077 | 0.00 | 382 | 6.70 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 163,530 | 2.23 | 15,337 | 8.96 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,783,496 | -13.39 | 636,224 | -7.69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,787,827 | -6.07 | 636,630 | 0.11 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2,527 | -8.44 | 237 | -2.07 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 38,742 | -0.01 | 3,634 | 6.57 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 123,670 | 5.19 | 11,979 | 15.77 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 29,146 | -5.06 | 2,734 | 1.18 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 59,478 | -24.10 | 5,578 | -19.11 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 97,525 | 51.06 | 9,147 | 60.99 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,210 | 2.37 | 113 | 8.65 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 333 | 29 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 5,428 | -16.01 | 509 | -10.39 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 47,047 | -11.71 | 4,412 | -5.91 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2,623 | 0.00 | 246 | 6.96 | ||||
| 2025-07-25 | NP | CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A | 60 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 18,607 | -13.55 | 1,745 | -7.87 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8,706 | 22.74 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 737,123 | -8.44 | 69 | -1.43 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 13,736 | 1.36 | 1,288 | 8.05 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 447 | 0.00 | 42 | 13.89 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 275 | 26 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2,364 | 222 | ||||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 14,785 | -0.12 | 1,387 | 6.45 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 422 | -20.97 | 40 | -15.22 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 323 | 30 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 39,615 | 6.88 | 3,715 | 13.92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 180,565 | 1.13 | 16,935 | 7.78 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 10,882 | -3.79 | 1,021 | 2.51 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 918,696 | -17.58 | 86,164 | -12.16 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2,438 | -20.79 | 229 | -15.56 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13,352 | -4.85 | 1,252 | 1.46 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7,868 | -23.38 | 738 | -18.38 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 211,852 | -16.59 | 19,870 | -11.10 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40,598 | 3,808 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15,400 | 285.00 | 1,444 | 310.23 | |||
| 2025-07-17 | 13F | XML Financial, LLC | 43,221 | 4.48 | 4,054 | 11.35 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 2,419 | -0.17 | 227 | 6.10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 64,848 | -19.26 | 6,082 | -13.94 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 90 | -60.00 | 8 | -57.89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 16,076 | -5.86 | 1,583 | 7.25 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6,049 | 7.98 | 567 | 15.24 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 96,121 | 0.24 | 9,015 | 6.84 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,042 | 0.00 | 98 | 6.59 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 84,440 | -8.87 | 7,920 | -2.88 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2,134 | -14.09 | 200 | -8.26 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 29,655 | -18.55 | 2,781 | -13.20 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 4,438 | 0.00 | 416 | 6.67 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 4,926 | -66.64 | 462 | -73.23 | ||||
| 2025-05-13 | 13F | Coston, McIsaac & Partners | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 327 | 483.93 | 31 | 650.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 82,605 | -1.61 | 7,748 | 8.55 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 2,282 | -65.61 | 214 | -63.29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 993,184 | 12.51 | 93,012 | 20.15 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 24,080 | -2.30 | 2,259 | 4.10 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 33,327 | 3,126 | ||||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 161,073 | 0.91 | 14,174 | -4.23 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 119,008 | -9.98 | 11,162 | -4.00 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3,175 | 279 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,269 | -69.43 | 401 | -67.43 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 22,539 | -95.56 | 2,114 | -95.27 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 660 | 0.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 18,615 | -1.82 | 1,746 | 4.62 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 7,661 | 0.00 | 719 | 6.53 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 3,316 | 0.00 | 311 | 6.87 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 48,501 | -10.19 | 4,549 | -4.29 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 194 | 0.00 | 18 | 5.88 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 272,580 | -45.03 | 25,565 | -41.41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,837,339 | -14.82 | 359,904 | -9.22 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 20,812 | 3.38 | 1,952 | 10.16 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | -36.11 | 11 | -33.33 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 905 | 12.42 | 85 | 20.00 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 83,652 | 1.86 | 8,113 | 15.36 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 73,117 | -4.43 | 6,858 | 1.86 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30,197 | 2.40 | 2,832 | 9.13 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 15,702 | -12.15 | 1,473 | -6.36 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 53,883 | 7.04 | 5,054 | 14.09 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 126,607 | -8.22 | 11,874 | -2.17 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17,494 | 11.71 | 1,641 | 36.89 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2,242 | 0.00 | 210 | 6.60 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 221 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 266,054 | -69.81 | 24,953 | -67.82 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4,280 | 0.00 | 401 | 6.65 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 277 | 0.00 | 26 | 4.17 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 4,419 | -1.65 | 414 | 4.81 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 600 | 0.00 | 56 | 7.69 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 70,636 | 1.17 | 6,625 | 7.83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Betterment LLC | 42,205 | -45.95 | 4 | -50.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,199 | -8.37 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 105,441 | 2.67 | 10 | 0.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 208,088 | -7.48 | 19,517 | -1.39 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 569 | 0.00 | 53 | 6.00 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 4,050 | -5.22 | 380 | 0.80 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 43,371 | -20.74 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 63,580 | -12.57 | 5,963 | -6.81 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 168,555 | 0.94 | 15,809 | 7.58 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11,771 | 41.14 | 1,104 | 50.61 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 125 | 12 | ||||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 5,246 | -25.31 | 488 | -20.39 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 5,869 | -38.54 | 550 | -34.52 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 15,690 | 0.59 | 1,472 | 7.22 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 182,535 | 34.20 | 17 | 30.77 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 458 | -9.84 | 43 | -4.55 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 27,983 | -1.53 | 2,625 | 4.96 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 6,996 | -9.11 | 656 | -3.10 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14,518 | -5.78 | 1,362 | 0.44 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4,838 | -20.79 | 454 | -15.64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 316,538 | 8.02 | 29,688 | 15.13 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1,039 | 97 | ||||||
| 2025-07-15 | 13F | Kentucky Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 8,638 | -2.87 | 810 | 3.58 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 127,530 | -12.04 | 11,961 | -9.22 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 30,491 | 445.26 | 2,860 | 481.10 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 32,925 | -87.52 | 3,088 | -86.70 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2,710 | -17.35 | 254 | -11.81 | ||||
| 2025-04-29 | 13F | SimpliFi, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Farrell Financial LLC | 48,684 | -1.14 | 4,566 | 5.38 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 204 | 0.00 | 19 | 11.76 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 301 | 0.00 | 28 | 7.69 | ||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 79,076 | -10.13 | 7,417 | -4.22 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 20,958 | 6.61 | 1,966 | 13.58 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13,579 | -0.73 | 1,274 | 5.82 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 4,135 | 0.00 | 388 | 6.61 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 18,480 | -2.55 | 1,733 | 3.90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28,123 | 153.02 | 2,638 | 169.63 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | 13F | Apexium Financial, Lp | 585,101 | 1.21 | 54,877 | 7.86 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 62 | 0.00 | 6 | 0.00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 5,581 | -1.73 | 523 | 4.81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 488,544 | -2.72 | 45,821 | 3.68 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,196 | 74.45 | 675 | 85.67 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5,526 | -3.68 | 518 | 2.78 | ||||
| 2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 59,741 | -0.44 | 6 | 0.00 | ||||
| 2025-05-15 | 13F | Hancock Whitney Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 82,794 | -3.44 | 7,765 | 2.92 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 42,153 | 63.02 | 3,954 | 64.91 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3,253 | 24.26 | 305 | 32.61 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 606 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 52,431 | -23.15 | 4,917 | -18.09 | ||||
| 2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 661,874 | 0.00 | 58,245 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,830 | -79.22 | 265 | -77.88 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 3,036 | 0.00 | 285 | 6.37 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,272 | -6.50 | 213 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 700 | 0.00 | 66 | 6.56 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 105,170 | 1.61 | 9,864 | 8.30 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 54,558 | -22.86 | 5,117 | -17.79 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 16,538 | -15.39 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 318,291 | 6.33 | 29,853 | 13.33 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 876,292 | -17.94 | 82,187 | -12.54 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7,396 | -28.67 | 694 | -24.01 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5,105 | 2.10 | 479 | 8.64 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6,091 | -26.03 | 571 | -21.13 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 29,611 | 89.16 | 2,777 | 102.41 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3,597 | 6.33 | 337 | 13.47 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 117,698 | -36.69 | 11,039 | -32.53 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 200 | -92.80 | 19 | -92.62 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5,308 | 7.97 | 498 | 15.05 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 3,466 | -1.28 | 325 | 5.52 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 812 | 76 | ||||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 2,314 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 5,453 | 0.00 | 511 | 6.68 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 144,028 | -2.04 | 13,508 | 4.41 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 14,095 | -2.72 | 1,322 | 3.61 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 2,829 | 265 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52,367 | -6.15 | 4,912 | 0.02 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 130,252 | -3.01 | 12,206 | 3.23 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 2,814 | 0.00 | 264 | 6.48 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 18,005 | -15.49 | 1,689 | -9.93 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 122 | 11 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15,256 | 312.10 | 1,431 | 340.00 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4,566 | 428 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 92,914 | -5.55 | 8,715 | 2.34 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 46,840 | 2.60 | 4,393 | 9.36 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 21,778 | 1.68 | 2,043 | 8.39 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 2,785 | 0.00 | 261 | 6.53 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 2,688 | -6.63 | 252 | -0.40 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3,725 | -29.44 | 349 | -24.78 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 131,937 | 5.26 | 12,374 | 12.18 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 658,546 | 6.42 | 61,765 | 13.42 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 122,685 | -6.41 | 11,507 | -0.25 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 3,314 | -0.39 | 311 | 6.16 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 429 | 0.00 | 40 | 8.11 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Regions Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 205,235 | 7.74 | 19,249 | 14.84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 76 | 134.38 | ||||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 89,716 | -0.83 | 8,414 | 5.70 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 2,531 | -2.54 | 237 | 3.95 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 13,683 | -32.24 | 1,283 | -27.76 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 230,122 | -1.33 | 21,583 | 5.16 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17,109 | -3.98 | 1,605 | 2.36 | ||||
| 2025-08-14 | 13F | Fmr Llc | 38,981 | 10.37 | 3,656 | 17.63 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 227,611 | 1.55 | 21,348 | 8.23 | ||||
| 2025-07-29 | 13F | Creekside Partners | 29,435 | -0.48 | 2,761 | 6.07 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 2,079,163 | 14.90 | 195,005 | 22.46 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 12,732 | -43.44 | 1,194 | -39.70 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 44,105 | -6.15 | 4,137 | 0.02 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 132 | 12 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 41,025 | -23.99 | 4 | -25.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,580 | -8.81 | 2,118 | -2.49 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 55,194 | 4.73 | 5,177 | 11.62 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 547,529 | 1.95 | 51,353 | 8.65 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 90,981 | -3.83 | 8,524 | 2.39 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 9,957 | -7.87 | 960 | 1.48 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 650 | 116.67 | 61 | 130.77 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 370 | 35 | ||||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 2,918 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 4,451 | 0.00 | 417 | 6.65 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 26,845 | -4.80 | 2,518 | 1.45 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 187,805 | -10.35 | 18,148 | 8.11 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 51,308 | -2.06 | 4,812 | 4.38 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 111,627 | 0.24 | 9,823 | -4.87 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 168 | 16 | ||||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 77,211 | -24.61 | 7 | -33.33 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,185 | 35.19 | 299 | 44.44 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 9,974 | -0.33 | 935 | 6.25 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 42,334 | -4.93 | 3,971 | 1.33 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5,367 | -0.11 | 503 | 6.57 | ||||
| 2025-07-28 | 13F | Dash Acquisitions Inc. | 5,329 | 0.00 | 525 | 8.26 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 42,963 | -12.50 | 4,029 | -6.74 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 2,478 | -1.39 | 232 | 4.98 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 6,776 | -12.86 | 636 | -7.16 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 14,125 | -5.67 | 1,325 | 0.76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,847 | -1.33 | 548 | 5.18 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 270 | 0.00 | 25 | 8.70 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 64,883 | -8.35 | 6,085 | -2.31 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21,093 | -39.29 | 1,978 | -35.30 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 448,799 | -1.09 | 42,093 | 5.42 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 84,532 | 108.72 | 7,928 | 122.45 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 160,205 | 252.75 | 15,026 | 276.00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 3,022 | 283 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 4,670 | -4.56 | 438 | 1.86 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 6,061 | -60.77 | 568 | -58.20 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 308 | -35.29 | 29 | -31.71 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,964 | -38.66 | 278 | -34.82 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 14,666 | -32.91 | 1,376 | -28.50 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 209 | 0.00 | 20 | 5.56 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2,200 | 218 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 68,147 | -0.98 | 6,392 | 5.55 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 86,295 | -4.42 | 8,094 | 1.86 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 322 | 0.00 | 30 | 7.14 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 55,818 | -1.75 | 5,235 | 4.72 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 2,179 | 204 | ||||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 267,876 | -0.14 | 25,124 | 6.43 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9,648 | -1.39 | 905 | 5.12 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 11,533 | -81.38 | 1,082 | -80.17 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 8,189 | -15.03 | 768 | -9.43 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 179,814 | 10.86 | 16,865 | 18.14 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 61 | 6 | ||||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 6,949 | 14.80 | 652 | 22.37 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5,307 | -54.45 | 498 | -51.51 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 3,107 | 0.00 | 291 | 6.59 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 3,279 | 0.00 | 308 | 6.60 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,184 | 2.80 | 486 | 9.71 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 41,585 | -11.14 | 3,900 | -5.29 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 7,498 | -22.52 | 703 | -17.39 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 360 | 0.00 | 32 | -6.06 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 450 | -12.79 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4,322 | 71.44 | 405 | 83.26 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26,539 | 12.83 | 2,489 | 20.30 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 41,617 | -18.17 | 4,122 | -0.77 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23,652 | 22.61 | 2,218 | 30.70 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 69,511 | 8.47 | 5,983 | -2.30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 175,756 | 1.77 | 16,484 | 8.47 | ||||
| 2025-08-13 | 13F | QSV Equity Investors LLC | 4,950 | -1.06 | 464 | 5.45 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 5,939 | -0.93 | 557 | 5.50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 715,951 | 9.57 | 67,149 | 16.78 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 22,148 | -1.93 | 2,077 | 4.53 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 53,534 | -1.17 | 5,021 | 5.33 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 15,600 | 0.16 | 1,463 | 6.79 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 41,510 | -77.74 | 3,893 | -76.27 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 94,836 | 249.09 | 8,895 | 272.60 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 57,308 | -12.25 | 5,375 | -6.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,799,219 | -14.70 | 169 | -9.19 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 11,070 | -43.31 | 1 | 0.00 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 7,681 | -0.29 | 720 | 6.35 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 209,343 | 0.49 | 19,634 | 7.10 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 12,203 | -2.94 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 13,660 | 121.90 | 1,281 | 136.78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 2,223 | 208 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 34,949 | -6.52 | 3,278 | -0.40 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2,715 | -5.73 | 255 | 0.40 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2,411 | 33.13 | 209 | 28.40 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 198 | 0.00 | 19 | 12.50 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 7,338 | -3.99 | 1 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 94 | 9 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 302 | 28 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 37,419 | -50.68 | 3,510 | -47.45 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4,326 | -43.86 | 406 | -40.27 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 2,446 | -73.35 | 229 | -71.62 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16,950 | -17.69 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 115,496 | -1.76 | 10,832 | 4.71 | ||||
| 2025-08-12 | 13F | Barings Llc | 38,945 | -27.33 | 3,653 | -22.56 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 2,994 | 0.00 | 281 | 6.46 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5,254 | 1.19 | 493 | 7.89 | ||||
| 2025-05-08 | 13F | Hall Capital Management Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 34,696 | 3,254 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 545,763 | -40.19 | 51,187 | -36.26 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 57,131 | 0.45 | 5,358 | 7.07 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 4,111 | 0.00 | 386 | 6.65 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2,891 | 0.00 | 271 | 6.69 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 7,724 | 61.96 | 724 | 72.79 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 10,355 | -51.05 | 971 | -47.82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 68,191 | -49.67 | 6,412 | -46.21 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 81 | 113.16 | 8 | 133.33 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 12,208 | 2,990.63 | 1,145 | -42.25 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 361 | 32 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 357,975 | 1.76 | 33,575 | 8.46 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2,455 | 0.00 | 230 | 6.48 | ||||
| 2025-05-09 | 13F | Scotia Capital Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5,509 | 0.00 | 517 | 6.61 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 6,044 | -3.16 | 567 | 3.10 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 14,890 | 0.06 | 1,397 | 6.65 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 4,068 | -52.62 | 382 | -49.54 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 283 | 27 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 81,322 | 0.55 | 7,877 | 10.68 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 3,209 | -6.31 | 301 | -0.33 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5,095 | 0.39 | 478 | 6.95 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 737 | 57.14 | 69 | 68.29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,382,924 | 25.53 | 129,704 | 33.79 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 222,102 | -6.70 | 20,831 | -5.64 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11,959 | -2.10 | 1,122 | 4.38 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,757 | 13,685.00 | 259 | 25,700.00 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 475 | 0.00 | 45 | 0.00 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 373 | 0.00 | 35 | -5.56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,494 | -9.39 | 797 | -3.40 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 247,757 | 560.88 | 23,237 | 604.36 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 7,967 | 17.73 | 747 | 25.55 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6,642 | 1.14 | 623 | 7.80 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 9,350 | -18.75 | 877 | -13.44 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 10,438 | 0.00 | 919 | 0.00 | ||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 3,246 | -3.39 | 304 | 3.05 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 43,505 | -73.52 | 4,080 | -71.78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,638 | -72.99 | 341 | -72.19 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,344 | 269.72 | 220 | 298.18 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 69,041 | -45.01 | 6,475 | -41.39 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 360 | 34 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3,387 | 30.97 | 328 | 44.05 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 26,174 | -16.08 | 2,455 | -10.50 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 79,734 | -7.44 | 7,478 | -1.35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 607,155 | -15.08 | 56,957 | -9.50 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 2,701 | 0.00 | 253 | 6.75 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 328,477 | -62.53 | 30,808 | -60.06 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 56,481 | 14.43 | 5,297 | 21.97 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 8,560 | 68.04 | 803 | 101.00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 234 | 0.00 | 22 | 5.00 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15,607 | -3.36 | 1,464 | 2.96 |
