Mga Batayang Estadistika
| Pemilik Institusional | 540 total, 540 long only, 0 short only, 0 long/short - change of 3.82% MRQ |
| Alokasi Portofolio Rata-rata | 0.4321 % - change of -3.38% MRQ |
| Saham Institusional (Jangka Panjang) | 108,166,738 (ex 13D/G) - change of -22.51MM shares -17.23% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,215,444 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF (US:PRF) memiliki 540 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 108,166,738 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Ameriprise Financial Inc, Pnc Financial Services Group, Inc., Envestnet Asset Management Inc, Warren Averett Asset Management, LLC, Laurel Wealth Advisors LLC, Mariner, LLC, Invesco Ltd., Commonwealth Equity Services, Llc, and Wealth Enhancement Advisory Services, Llc .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF (ARCA:PRF) 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 44.47 / share. Previously, on September 9, 2024, the share price was 39.27 / share. This represents an increase of 13.24% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20,109 | -81.24 | 850 | -80.37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 679,807 | 0.47 | 28,735 | 5.09 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 99,914 | -3.76 | 4,223 | 0.67 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45,209 | -0.23 | 1,911 | 4.31 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 10,209 | -18.12 | 432 | -14.31 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 11,123 | 62.59 | 470 | 70.29 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 4,750 | 201 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 14,068 | 15.38 | 595 | 20.73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 613,385 | 2.29 | 25,928 | 6.99 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 17,400 | -5.20 | 735 | -0.81 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 30,955 | -0.80 | 1,308 | 3.81 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 304,800 | 3.20 | 12,884 | 7.94 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 8,002 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 27,542 | -25.03 | 1,164 | -21.56 | ||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 168,939 | -0.85 | 7,141 | 2.85 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 15,243 | 0.00 | 644 | 4.72 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5,080 | 0.00 | 215 | 4.39 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 14,792 | 0.00 | 598 | 0.17 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,695 | -17.84 | 72 | -14.46 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2,573 | 110 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 762,785 | -1.55 | 32,243 | 2.98 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 8,700 | 0.00 | 352 | 0.29 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,422 | 0.00 | 60 | 5.26 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 11,747 | 0.00 | 497 | 4.64 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 12,333 | 0.00 | 498 | 0.20 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 77,869 | -44.79 | 3,292 | -42.57 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 221,629 | 0.04 | 9,368 | 4.65 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 39,378 | 4.51 | 1,665 | 9.33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,534,293 | -0.61 | 107,125 | 3.97 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 155 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 826 | 0.00 | 35 | 3.03 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 15,199 | 0.00 | 642 | 4.56 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1,500 | 63 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 3,475 | 0.00 | 147 | 4.29 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 19,658 | 0.00 | 831 | 4.53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 21,117 | 32.06 | 893 | 38.08 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 925 | 0.00 | 37 | 0.00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,050 | 0.00 | 44 | 4.76 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 25 | 1 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 153 | 0.00 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 125 | 108.33 | 5 | 150.00 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 11,846 | 0.00 | 501 | 4.60 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 445 | 0.00 | 19 | 5.88 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 82,745 | -1.63 | 3,498 | 2.88 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5,023 | 0.16 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11,989 | 0.01 | 507 | 4.55 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 325,685 | -1.21 | 13,767 | 3.33 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 560,276 | 23,683 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 30,570 | 0.00 | 1,292 | 4.62 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 21,942 | 927 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 46,172 | -12.86 | 1,952 | -8.87 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1,450 | 0.00 | 61 | 5.17 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 79,620 | 24.60 | 3,347 | 31.67 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 35,374 | 0.37 | 1,495 | 4.99 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 659,459 | 20.16 | 27,875 | 25.69 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 7,229 | 4.94 | 306 | 9.71 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 135,637 | 2.36 | 5,733 | 7.08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,785,997 | 2.87 | 75,494 | 7.60 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8,762 | 370 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 12,000 | 0.00 | 507 | 4.75 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 58,074 | -0.27 | 2,455 | 4.29 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4,985 | -4.13 | 211 | 0.00 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 25,346 | -13.36 | 1,071 | -9.39 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 5,205 | 0.00 | 220 | 4.76 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12,953 | -4.26 | 553 | 8.43 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 250 | 0.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 79,587 | 182.24 | 3,364 | 195.35 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 10,211 | 0.00 | 432 | 9.95 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 113,392 | -0.65 | 4,793 | 3.92 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 6,385 | 270 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 2,570 | 0.00 | 109 | 4.85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 486,251 | 17.26 | 20,554 | 22.66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,326 | 5.95 | 225 | 10.84 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 493,135 | 0.00 | 21 | 5.26 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 21,275 | 1.44 | 899 | 6.14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11,565,365 | 1.62 | 488,868 | 6.30 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 10,820 | 0.00 | 457 | 4.58 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 8,500 | 0.00 | 359 | 4.66 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,346 | -2.82 | 733 | 1.66 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,735 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12,915 | 546 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 545 | 0.00 | 23 | 4.55 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 10,830 | 0.00 | 458 | 4.82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,719,038 | 0.36 | 199,474 | 4.98 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 841 | 0.00 | 35 | 6.06 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 10,913 | 0.54 | 461 | 5.25 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 384,057 | 1.28 | 16,234 | 5.94 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 11,304 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,473 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,001 | 2.62 | 380 | 7.34 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 699 | 0.43 | 30 | 3.57 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6,385 | -11.75 | 270 | -7.88 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2,529 | 88.31 | 107 | 96.30 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 305,775 | 2.17 | 12,925 | 6.88 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 10,352 | 0.22 | 438 | 4.80 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5,711 | -4.03 | 247 | 6.47 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 6,880 | 0.00 | 291 | 4.32 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 10,017 | 0.40 | 423 | 4.96 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 9,148 | 0.42 | 387 | 4.89 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 29,832 | -0.28 | 1,261 | 4.30 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 67,582 | -1.84 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 834,207 | -1.39 | 35,262 | 3.15 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 19,081 | -0.07 | 807 | 4.54 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9,737 | 412 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 31,655 | -0.36 | 1,338 | 4.29 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 270,761 | 10.71 | 11,445 | 15.82 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 6,000 | 0.00 | 254 | 4.55 | ||||
| 2025-05-14 | 13F | Haverford Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,129,846 | -2.72 | 216,839 | 1.76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 5,525 | 0.00 | 234 | 4.48 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 6,851 | 0.00 | 290 | 4.71 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 5,529 | 0.00 | 234 | 4.48 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5,350 | 2.77 | 226 | 7.62 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3,782,356 | -2.56 | 159,880 | 1.93 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1,550 | 0.00 | 66 | 4.84 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,008 | -63.58 | 43 | -62.16 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 500 | 21 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3,475 | 16.81 | 147 | 21.67 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 716,046 | -29.14 | 30,267 | -25.87 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 10 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 38,261 | -4.07 | 1,617 | 0.37 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 216,358 | -1.53 | 9,145 | 3.01 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 10,690 | -47.75 | 452 | -45.40 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 15,290 | 0.00 | 646 | 4.70 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 4,606 | 0.37 | 195 | 4.86 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5,147 | 218 | ||||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 6,989 | 0.13 | 295 | 4.61 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 14,234 | 0.00 | 602 | 4.52 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 200,501 | -1.60 | 8,475 | 2.94 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 3,500 | 0.00 | 148 | 4.26 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 89,970 | 2.94 | 3,803 | 7.70 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 477,118 | -5.27 | 20,168 | -0.91 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,419 | 19.64 | 356 | 25.00 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 4,425 | 0.00 | 187 | 5.06 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 23,233 | 2.67 | 982 | 7.44 | ||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 131,198 | 0.20 | 5,546 | 7.61 | ||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,730,360 | 4,246.47 | 88 | -97.46 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 115,656 | -0.21 | 4,889 | 4.38 | ||||
| 2025-05-29 | NP | PRAE - PlanRock Alternative Growth ETF | 19,432 | -0.02 | 785 | -0.51 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 11,946 | -21.96 | 505 | -18.45 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,500 | 0.00 | 63 | 5.00 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 300 | 0.00 | 13 | 0.00 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 29,280 | 1,238 | ||||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 10,814 | -5.01 | 457 | -0.65 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 14,684 | -1.54 | 621 | 2.99 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,083 | 0.00 | 88 | 4.76 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4,861 | 0 | ||||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 5,757 | 243 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 49,004 | 871.92 | 2,071 | 915.20 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17,340 | -21.50 | 733 | -17.94 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1,960 | 0.00 | 79 | 6.76 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 750 | 0.00 | 32 | 3.33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,973 | 0.00 | 126 | 4.17 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4,890 | 0.00 | 207 | 4.57 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2,525 | -1.02 | 107 | 2.91 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1,375 | 0.00 | 58 | 5.45 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 775,881 | 5.07 | 32,796 | 9.91 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 24,266 | 0.00 | 1,026 | 4.59 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17,112 | 5.50 | 723 | 10.38 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 23,698 | -4.30 | 1,002 | 0.10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 21,015 | 0.04 | 888 | 4.72 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 18,530 | 0.00 | 783 | 4.68 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24,082 | 31.24 | 1,018 | 37.25 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 38,976 | -0.84 | 1,648 | 3.72 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 72,533 | 221.78 | 3,066 | 236.81 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 25,075 | 0.00 | 1,060 | 4.54 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 137,793 | -0.08 | 5,825 | 4.52 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 45,186 | -5.03 | 1,910 | -0.62 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 131,777 | 5.42 | 5,570 | 10.28 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 17,592 | -6.13 | 1 | |||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 9,015 | -9.80 | 381 | -5.46 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 74,160 | 3,135 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 60,442 | 1.42 | 2,555 | 6.06 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 89,612 | -0.68 | 3,788 | 3.90 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7,124 | 25.47 | 301 | 31.44 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 6,460 | -0.39 | 273 | 4.20 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2,833 | 121 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 388,865 | 1.29 | 16 | 6.67 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 6,175 | -1.06 | 261 | 3.57 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 86,165 | -0.36 | 3,642 | 4.24 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 9,224 | 0.15 | 390 | 4.57 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 360 | 0.00 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 39,404 | 23.75 | 1,666 | 29.47 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 791,327 | -0.79 | 33,449 | 3.78 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 52,130 | 0.00 | 2,204 | 4.61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11,049 | 0.00 | 467 | 4.71 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1,375 | 0.00 | 58 | 5.45 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,481 | -24.41 | 401 | -20.95 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 176,864 | -5.02 | 7,476 | -0.65 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 526 | 0.38 | 22 | 4.76 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,365 | -14.81 | 95 | -15.18 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 26,691 | -0.63 | 1,128 | 3.96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,881,756 | 1.78 | 79,542 | 6.46 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 69,723 | -12.03 | 2,947 | -8.48 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13,326 | -13.88 | 563 | -9.92 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 32,736 | 5,356.00 | 1,384 | -7.18 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 328 | 14 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 8,143 | 93.33 | 344 | 102.35 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,935 | 0.00 | 82 | 3.85 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 8,139 | 344 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 193,183 | 24.32 | 8,166 | 30.04 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2,020 | 0.00 | 85 | 4.94 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8,948 | 1.39 | 378 | 6.18 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7,389 | 312 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 50,553 | -43.78 | 2,137 | -41.18 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9,765 | 0.03 | 424 | 9.87 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 6,990 | -15.13 | 295 | -11.14 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 21,680 | 163.43 | 916 | 175.90 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7,545 | 0 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 12,650 | -37.13 | 535 | -34.32 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 425 | 0.00 | 18 | 5.88 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 8,400 | 355 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4,860 | 205 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 9,536 | 0.00 | 403 | 4.68 | ||||
| 2025-05-06 | 13F | Old Port Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17,746 | 8.25 | 750 | 13.29 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 255 | 0.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7,343,268 | 4.74 | 310,447 | 9.54 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 7,430 | 0.00 | 314 | 4.67 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 214,410 | 0.97 | 9,106 | 5.22 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8,610 | -3.61 | 364 | 0.83 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 19,992 | -0.07 | 845 | 4.58 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 48,915 | 295.02 | 2,068 | 313.40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 31,907 | 4.51 | 1,349 | 9.33 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 750 | 0.00 | 32 | 3.33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,265 | 40.85 | 392 | 47.55 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 16,794 | 0.08 | 710 | 4.88 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,053 | -7.69 | 87 | -3.37 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12,315 | 0.00 | 521 | 4.63 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 336,570 | 7.87 | 14,227 | 12.83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,658 | 11.43 | 369 | 17.57 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4,110 | 0.00 | 174 | 4.22 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 14,335 | -0.42 | 606 | 4.13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 366,197 | 24.39 | 15,479 | 30.12 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3,186,775 | -3.51 | 134,704 | 0.94 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 230,697 | 12.94 | 9,752 | 18.14 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 6,615 | -54.55 | 280 | -52.55 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 940,811 | -0.07 | 38,018 | 0.11 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 23,831 | -0.98 | 1,007 | 3.60 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,108 | 0.00 | 47 | 4.55 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 20,425 | 0.00 | 863 | 4.61 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 344,063 | 1.24 | 14,544 | 5.91 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 120,917 | 84.07 | 5,111 | 92.58 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 2,821 | 0.00 | 119 | 5.31 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2,369 | 100 | ||||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 36,351 | -0.84 | 1,537 | 3.71 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 3,186,528 | 0.58 | 134,695 | 5.21 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 17,487 | -37.55 | 742 | -34.48 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 530 | 0.00 | 22 | 4.76 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 4,882 | 206 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5,050 | -2.88 | 213 | 1.43 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,193 | 2.70 | 389 | 7.48 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 307,259 | -6.10 | 12,416 | -5.94 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 25,861 | 4.93 | 1,102 | 14.93 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 25,000 | 0.00 | 1,057 | 4.55 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 40,850 | -6.24 | 1,727 | -1.93 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,205 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,590 | 16.14 | 321 | 21.21 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 4,640 | 0.00 | 196 | 4.81 | ||||
| 2025-08-08 | 13F | Creative Planning | 198,482 | -1.36 | 8,390 | 3.17 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 4,956 | 209 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 43,571 | 2.59 | 1,842 | 7.28 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8,975 | 0.00 | 379 | 4.70 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 49,922 | -0.49 | 2,110 | 4.09 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 6,988 | 295 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 29,595 | -1.99 | 1,251 | 5.75 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 497,035 | 2.69 | 21,010 | 7.42 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 24,995 | -1.55 | 1,057 | 3.02 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8,210 | 0.00 | 347 | 4.83 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 8,870 | 0.05 | 375 | 4.47 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 11,000 | 0.00 | 465 | 4.50 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7,785 | 335 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 847 | 1,412.50 | 36 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4,860 | 205 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1,002 | 34.50 | 42 | 40.00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 8,603 | -0.02 | 364 | 4.61 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 39,282 | 1.92 | 1,660 | 6.62 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6,448 | 273 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21,161 | -41.60 | 894 | -38.93 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 8,565 | 362 | ||||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 5,000 | 0.00 | 211 | 4.46 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 4,993 | 0.00 | 211 | 4.98 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 23,355 | 0.00 | 987 | 4.67 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 32,129 | 111.68 | 1,358 | 121.53 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 7,485 | -12.76 | 316 | -8.67 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 390 | 0.00 | 16 | 6.67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 359 | 4.66 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6,994 | 0.00 | 296 | 4.61 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,220,364 | 51,585 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7,989 | 0.43 | 338 | 4.98 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 5,040 | 0.00 | 213 | 4.93 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 2,272,614 | 2.00 | 96,063 | 6.70 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6,082 | 0.28 | 257 | 4.90 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 8,800 | 0.00 | 372 | 4.51 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 59,300 | 0.00 | 2,507 | 4.59 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 33,849 | -0.06 | 1,431 | 4.53 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 960 | 0.00 | 41 | 5.26 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 11,640 | -34.01 | 492 | -30.90 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,298 | 0.39 | 97 | 5.43 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 12,602 | 0.00 | 533 | 4.52 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1,125 | 0.45 | 48 | 4.44 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 50,508 | -4.72 | 2,135 | -0.37 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 139,305 | 0.14 | 5,888 | 4.75 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2,400 | 101 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 465 | 0.00 | 20 | 5.56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,869 | 35.23 | 333 | 41.28 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 330 | 0.30 | 14 | 0.00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3,424 | 0.44 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2,438 | 28.32 | 103 | 35.53 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 35,838 | 12.68 | 1,515 | 17.82 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 29,452 | -1.95 | 1,245 | 2.56 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 11,294 | 0.00 | 477 | 10.42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 734,389 | 1.19 | 31,043 | 5.84 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 8,898 | 0.00 | 376 | 4.74 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 6,920 | 0.00 | 293 | 4.66 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 9,215 | -9.79 | 390 | -5.58 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13,097 | 26.63 | 554 | 33.57 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 1,000 | 0.00 | 42 | 5.00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1,475 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 284,578 | -2.25 | 12,029 | 2.25 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1,310 | 0.00 | 55 | 5.77 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5,335 | 226 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 76,201 | -88.69 | 3,221 | -88.17 | ||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 534,386 | 13.90 | 21,595 | 14.10 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 345 | -40.82 | 15 | -39.13 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 4,526 | 0.00 | 191 | 4.95 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 18,834 | -3.96 | 796 | 0.51 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7,571 | 0.41 | 320 | 5.26 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 5,310 | 0.00 | 224 | 4.67 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 8,190 | 0.00 | 346 | 4.85 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24,100 | 15.64 | 1,019 | 20.90 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,808 | 76 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 211 | 9 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 54,714 | 14.61 | 2,313 | 19.85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11,154 | 472 | ||||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 5,245 | 0.00 | 222 | 4.74 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 57,746 | 0.06 | 2,441 | 4.63 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,065 | 0.00 | 299 | 4.56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14,068 | 710.84 | 595 | 748.57 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8,436 | 0.00 | 357 | 4.71 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,735 | -18.36 | 116 | -14.81 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 5,811 | 0.00 | 246 | 4.70 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 185,930 | 3.30 | 7,859 | 8.06 | ||||
| 2025-07-17 | 13F | KWB Wealth | 71,243 | -8.93 | 2,879 | -8.78 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,465 | 33.55 | 62 | 38.64 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 138,248 | 3.92 | 5,844 | 8.71 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15,559 | 0.00 | 658 | 4.62 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 35,753 | 0.00 | 1,511 | 4.64 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 22,882 | -8.79 | 967 | -4.54 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 179 | 7 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8,827 | -2.13 | 373 | 2.47 | ||||
| 2025-08-12 | 13F | Prudential Plc | 17,379 | -40.90 | 735 | -38.22 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 168,775 | -0.71 | 7,134 | 3.86 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 6,198 | 0.11 | 262 | 4.40 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 103,308 | 0.21 | 4,430 | 6.31 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 32,345 | 0.27 | 1,367 | 5.48 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 31,901 | -3.40 | 1,348 | 14.14 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 117,790 | -31.34 | 4,979 | -28.17 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 72,790 | 3,077 | ||||||
| 2025-07-16 | 13F | Novem Group | 8,624 | -4.01 | 365 | 0.28 | ||||
| 2025-04-08 | 13F | Highland Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 23,256 | 1.42 | 983 | 6.16 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 6,000 | 0.00 | 254 | 4.55 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 12,011 | -2.49 | 1 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 8,446 | 357 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 9,760 | 0.39 | 413 | 5.10 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 78,158 | -0.08 | 3,304 | 4.53 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 4,750 | 0.00 | 201 | 4.71 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 12,292 | 10.69 | 520 | 15.85 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6,515 | 0.00 | 275 | 4.56 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 490 | 0.00 | 21 | 5.26 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 312,448 | -0.34 | 13,207 | 4.25 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1,043,864 | 93.59 | 37,710 | 73.06 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 325 | 0.00 | 14 | 8.33 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 48,884 | -1.03 | 1,975 | -0.85 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 9,308 | -9.70 | 393 | -5.53 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 17,039 | -4.69 | 735 | 1.80 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 31,408 | 1,328 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 6,934 | 0.00 | 293 | 4.64 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 9,271 | 0.99 | 392 | 6.54 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 15,126 | -2.17 | 639 | 2.40 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 7,505 | 0.00 | 317 | 4.62 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 573,701 | 5.02 | 24,250 | 9.86 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 4,000 | 0.00 | 169 | 4.97 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 182,767 | -0.01 | 7,726 | 4.59 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2,000 | 0.00 | 85 | 5.00 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 16,525 | 699 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1,185 | 0.00 | 50 | 6.38 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 252,206 | -3.64 | 10,661 | 0.78 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 6,169 | -0.37 | 261 | 10.17 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 10,866 | 0.00 | 459 | 4.56 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 58,761 | 5.56 | 2,484 | 10.40 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 650 | 0.00 | 28 | 3.85 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,115 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 5,256 | 0.00 | 222 | 4.72 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 21,988 | 929 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 38,966 | -0.60 | 1,647 | 3.98 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 14,822 | 0.32 | 627 | 10.41 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 50,311 | -13.20 | 2,033 | -13.05 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 7,350 | -67.97 | 314 | -64.27 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4,881 | 206 | ||||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 87,128 | -0.06 | 3,683 | 4.54 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 38 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 5,180 | 0.00 | 219 | 4.31 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 19,279 | 5.63 | 815 | 10.45 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 1,258 | 0 | ||||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7,060 | 1.41 | 298 | 6.05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 640 | 42.22 | 27 | 50.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 145 | 0.00 | 6 | 20.00 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 1,147 | -90.72 | 309 | -38.28 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 10,036 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 33,982 | -8.93 | 1,436 | -4.71 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 424,687 | -1.65 | 17,952 | 2.88 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 282 | 4.85 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5,010 | -7.90 | 212 | -3.65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 163,059 | 28.20 | 6,862 | 34.69 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2,223 | 0.00 | 94 | 4.49 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1,887,406 | -72.49 | 79,781 | -71.23 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 498 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2,152,072 | -2.66 | 90,968 | 1.82 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 68,558 | -0.12 | 2,898 | 4.47 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 619,388 | -0.17 | 26,182 | 4.43 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 12,691 | -14.83 | 536 | -10.96 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31,632 | -0.95 | 1,337 | 3.64 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 7,952 | 0.58 | 336 | 5.33 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 36,980 | 0.00 | 1,563 | 4.62 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 7,995 | 0.00 | 338 | 4.33 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 20,442 | 0.01 | 864 | 4.73 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 46,500 | 0.00 | 1,966 | 4.58 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 31,127 | 0.00 | 1,316 | 4.61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,690,682 | 0.49 | 115,834 | 7.05 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 31,305 | 0.00 | 1,323 | 4.58 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9,866 | 25.27 | 417 | 31.13 | ||||
| 2025-08-12 | 13F | First Long Island Investors, LLC | 5,500 | 0.00 | 232 | 4.50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 11,632 | -12.86 | 492 | -8.91 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 487,549 | 9.64 | 20,609 | 14.69 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 153,090 | 2,909.44 | 6,471 | 3,056.59 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 20,000 | 0.00 | 845 | 4.58 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 237,809 | -4.02 | 10,052 | 0.40 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9,235 | -7.97 | 390 | -3.70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 32,831 | -0.28 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,336,616 | -0.44 | 56,497 | 4.13 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 11,885 | 237,600.00 | 502 | |||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 82,395 | -11.07 | 3,483 | -6.97 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1,050 | 0.00 | 44 | 4.76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 343,662 | -1.14 | 14,527 | 3.41 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 30,500 | -13.11 | 1,289 | -9.10 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 14,371 | -18.08 | 607 | -14.27 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15,489 | 655 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6,316 | 0.00 | 267 | 4.31 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 331,085 | 15.62 | 13,995 | 20.94 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 1,836 | 0.00 | 78 | 4.05 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 6,793 | 0.41 | 276 | 7.81 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 13,805 | 0.00 | 584 | 4.67 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9,366 | 31.42 | 396 | 37.15 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 2,080,682 | 0.45 | 87,950 | 5.08 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 119,189 | 0.26 | 5 | 25.00 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 5,940 | 0.00 | 251 | 4.58 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 220,823 | -0.52 | 9,334 | 4.06 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2,652 | 0.49 | 112 | 5.66 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 16,699 | -1.22 | 706 | 3.22 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,810,643 | 3.58 | 119 | 8.26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,141 | 0.00 | 302 | 4.51 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 905,165 | 30,898.80 | 38,261 | 32,601.71 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 78,802 | 1.42 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 10,074 | 426 | ||||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 16,185 | 0.00 | 684 | 4.59 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 5,178 | 219 | ||||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2,379 | 0.00 | 101 | 4.17 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 11,623 | 0.00 | 491 | 4.69 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,586 | 1,551.15 | 363 | 596.15 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 4,551 | 0.04 | 192 | 4.92 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,075 | 0.00 | 43 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24,400 | 1,031 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 31,943 | 17.65 | 1,350 | 23.06 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 158,369 | -7.16 | 6,694 | -2.89 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10,465 | -31.88 | 442 | -28.71 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 254,219 | -16.73 | 10,746 | -12.90 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 27,045 | 0.00 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 86 | 0.00 | 4 | 0.00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2,894 | 0.00 | 122 | 5.17 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 61,415 | -0.65 | 2,596 | 3.96 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 7,500 | 0.00 | 317 | 4.62 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6,293 | 5.36 | 266 | 9.96 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,374,751 | 0.47 | 58,111 | 5.10 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6,050 | 256 | ||||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,660 | -7.16 | 112 | -2.61 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 319,572 | -1.91 | 13,508 | 2.61 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 35,994 | -9.15 | 1,521 | -5.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,701 | 0.43 | 156 | 5.41 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 25 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6,515 | -11.18 | 275 | -7.09 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1,832,085 | 3.63 | 77,442 | 8.40 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 65,780 | -0.10 | 2,781 | 4.51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 180,181 | 7.89 | 7,616 | 12.86 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 450 | 0.00 | 19 | 5.56 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 487,676 | 1.18 | 20,614 | 5.84 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,928 | 208 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 5,600 | 0.00 | 237 | 4.42 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56,292 | -16.61 | 2,379 | -12.76 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 2,100 | 0.00 | 89 | 4.76 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 3,000 | 0.00 | 127 | 4.13 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 12 | -70.00 | 1 | -100.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,587 | 7.81 | 278 | 13.01 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 5,468 | 0.42 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 401,259 | 11.37 | 16,961 | 21.12 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 213 | 0.00 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5,913 | 250 | ||||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 525,237 | 0.00 | 21,225 | 0.00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1,231,705 | 0.56 | 52,074 | 5.21 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 47,244 | 9.55 | 1,997 | 14.58 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 6,070 | 0.00 | 245 | 0.41 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 334,657 | 2.77 | 14,146 | 7.49 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,322 | 19.65 | 436 | 25.29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,209,701 | 1.78 | 51,134 | 6.47 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 53,125 | 1.28 | 2,246 | 5.95 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 109,477 | -1.58 | 4,628 | 2.94 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 15,805 | 0.00 | 668 | 4.70 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26,150 | 0.00 | 1,105 | 4.64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 32,513 | -13.02 | 1,374 | -9.01 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 38,371 | 17.85 | 1,622 | 23.27 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1,000 | -5.21 | 42 | 0.00 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2,177 | 0.00 | 92 | 5.75 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22,243 | -6.80 | 940 | -2.49 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2,500 | 0.00 | 106 | 3.96 | ||||
| 2025-08-04 | 13F | Balentine LLC | 3,186 | -1.67 | 135 | 3.08 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 350 | 0.00 | 15 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 607,164 | 50.12 | 25,665 | 57.03 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 190 | 0.00 | 8 | 14.29 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 545,500 | 0.11 | 23,058 | 4.72 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 19,217 | -0.89 | 1 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 2,578 | 0.00 | 109 | 3.85 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4,745 | 201 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23,460 | -16.79 | 992 | -12.99 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 686,277 | -0.74 | 29,009 | 3.82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 135,757 | 1.38 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 28,088 | 31.01 | 1,187 | 37.07 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 50,720 | 31.50 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 14,260 | 603 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 304,284 | 12,862 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 23,680 | 0.00 | 1,001 | 4.60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 185,815 | -0.82 | 8 | 0.00 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 87,324 | 7.68 | 3,729 | 24.27 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 682,970 | -1.43 | 28,869 | 3.10 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 38,340 | 1.05 | 1,613 | 6.19 |
Other Listings
| MX:PRF |
