Mga Batayang Estadistika
| Pemilik Institusional | 1167 total, 1167 long only, 0 short only, 0 long/short - change of -0.26% MRQ |
| Alokasi Portofolio Rata-rata | 0.5348 % - change of -0.99% MRQ |
| Saham Institusional (Jangka Panjang) | 260,161,659 (ex 13D/G) - change of 27.93MM shares 12.02% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 6,407,369 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Schwab Strategic Trust - Schwab U.S. Small-Cap ETF (US:SCHA) memiliki 1167 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 260,161,659 saham. Pemegang saham terbesar meliputi Empower Advisory Group, LLC, Bank Of America Corp /de/, Sei Investments Co, Financial Engines Advisors L.L.C., Northwestern Mutual Wealth Management Co, Creative Planning, Wealth Enhancement Advisory Services, Llc, Cerity Partners LLC, UBS Group AG, and Advisory Alpha, LLC .
Struktur kepemilikan institusional Schwab Strategic Trust - Schwab U.S. Small-Cap ETF (ARCA:SCHA) 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 27.66 / share. Previously, on September 6, 2024, the share price was 24.19 / share. This represents an increase of 14.34% 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
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 12,986 | 12.99 | 329 | 21.93 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 8,078 | -39.19 | 204 | -34.41 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 8,464 | 214 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10,996 | 366,433.33 | 278 | -2.11 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 21,012 | -21.18 | 532 | -14.90 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 10,540 | 0.00 | 267 | 8.13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 91,844 | -17.73 | 2,324 | -11.37 | ||||
| 2025-07-28 | 13F | Essex LLC | 383,537 | 0.22 | 9,703 | 8.22 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 11,736 | 0.20 | 297 | 8.03 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 729,019 | -2.34 | 18,444 | 5.45 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 47,817 | -0.94 | 1,210 | 6.99 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 29,985 | 1 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 418,282 | 3.20 | 10,583 | 11.44 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 482 | 12 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1,404 | -77.01 | 36 | -75.52 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 15,920 | -2.45 | 403 | 5.24 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9,978 | 1,476.30 | 252 | 1,700.00 | ||||
| 2025-05-23 | 13F | Strategic Financial Services, Inc, | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 190,269 | 4,814 | ||||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 1,064 | 0.00 | 27 | 8.33 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 130,501 | 8.62 | 3,302 | 17.26 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 192 | -94.17 | 4 | -95.29 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 317,695 | -0.50 | 8,038 | 7.43 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 144,660 | -1.02 | 3,660 | 6.86 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 49,078 | 1.75 | 1,242 | 9.82 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 4,530 | 0.00 | 115 | 7.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 691,657 | -5.05 | 17,499 | 2.53 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 19,626 | -0.25 | 497 | 7.59 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,644 | -0.26 | 193 | 7.82 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 11,643 | -11.46 | 295 | -4.55 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 14,675 | -0.44 | 371 | 7.54 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 77,734 | -64.85 | 1,967 | -62.05 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,378,321 | 36,040 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 28,853 | 7.02 | 730 | 15.53 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 13,517 | 0.21 | 342 | 7.91 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 26,537 | 0.00 | 671 | 8.05 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 16,944 | -10.04 | 429 | -2.95 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 191,864 | 6.07 | 4,854 | 14.54 | ||||
| 2025-07-22 | 13F | Asset Planning Services Inc /la/ /adv | 28,425 | -6.26 | 1 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,137 | 111.73 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1,588 | 0.00 | 40 | 8.11 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 54,933 | -11.97 | 1,390 | -4.99 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 101,411 | 420.06 | 2,566 | 462.50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 156,807 | -5.98 | 3,967 | 1.54 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 34,510 | -3.70 | 873 | 4.05 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 21,503 | -0.02 | 544 | 8.15 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 320,575 | -0.01 | 8,111 | 7.97 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 489,345 | 12,380 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 36,873 | 8.61 | 933 | 17.23 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 188,522 | -3.58 | 4,770 | 4.10 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 2,949 | 0.07 | 75 | 7.25 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 17,454 | -6.36 | 442 | 1.15 | ||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 255,541 | 0.00 | 6,465 | 7.98 | ||||
| 2025-08-07 | 13F | Commerce Bank | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 629 | 16 | ||||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Berkeley, Inc | 18,559 | -0.84 | 470 | 7.08 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 125,548 | 14.34 | 3,176 | 23.48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,109,465 | -2.40 | 28,070 | 5.39 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 67,948 | 1.40 | 1,719 | 9.49 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 6,402 | -18.23 | 162 | -12.02 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 8,465 | 214 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 109,984 | 9.38 | 2,657 | 21.05 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 375 | 9 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 8,820 | 175.62 | 223 | 201.35 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1,144,969 | -4.55 | 28,968 | 3.07 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 32,408 | -12.90 | 820 | -5.97 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 31,989 | 2.70 | 809 | 10.97 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12,691 | -1.78 | 321 | 6.29 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2,600 | 0.00 | 66 | 8.33 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 124 | 0.00 | 3 | 50.00 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 17,416 | 0.00 | 441 | 7.84 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 33,432 | 3.66 | 846 | 11.92 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 41,407 | 6.61 | 1,048 | 15.05 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 20,131 | 0.28 | 509 | 8.30 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 12,154 | 0.00 | 307 | 8.10 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 19,388 | 94.46 | 491 | 110.30 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1,038 | 3.59 | 26 | 13.04 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 13,317 | 337 | ||||||
| 2025-07-31 | 13F | CNB Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 80,524 | -7.38 | 2,037 | 0.05 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,689,773 | 3.08 | 118,651 | 11.31 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 195,239 | 0.19 | 4,940 | 8.19 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 539,098 | 1.29 | 14 | 8.33 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 7,409 | 0.00 | 187 | 8.09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 89,719 | 4.68 | 2,270 | 13.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 67,618 | 135.34 | 1,711 | 154.09 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 114,768 | 10.01 | 2,904 | 18.78 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 9,811 | 0.01 | 248 | 8.30 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 13,427 | 340 | ||||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 99,876 | -1.81 | 2,527 | 6.00 | ||||
| 2025-08-25 | NP | SWYGX - Schwab Target 2040 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,292,420 | 8.57 | 57,998 | 17.23 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 278 | 0.00 | 7 | 16.67 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 127,064 | -6.51 | 3,213 | 0.91 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 697,105 | 1.34 | 17,637 | 9.43 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 22,962 | -11.42 | 581 | -4.45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,213,909 | 23.24 | 30,683 | 32.74 | ||||
| 2025-04-25 | 13F | Journey Beyond Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12,395 | 24.21 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 416,181 | 25.29 | 10,529 | 35.30 | ||||
| 2025-04-23 | 13F | Williams Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 18,718 | -5.90 | 474 | 1.50 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 676 | 17 | ||||||
| 2025-07-11 | 13F | CX Institutional | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 126,124 | -13.61 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 106,246 | -0.97 | 2,688 | 6.96 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1,576 | 0.00 | 40 | 8.33 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 14,303 | 0.33 | 362 | 8.08 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 149,263 | 13.12 | 3,776 | 22.16 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 101,946 | 2.09 | 2,579 | 10.26 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 292 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 526 | 13 | ||||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 40,119 | 1.73 | 1,015 | 9.85 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 40,453 | -0.36 | 1,023 | 7.57 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 15,477 | 0.00 | 392 | 8.01 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 407,961 | -6.93 | 10,321 | 0.50 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 18,665 | -2.90 | 472 | 4.89 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16,847 | -1.99 | 426 | 5.97 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 916,117 | 9.22 | 23,178 | 17.93 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 44,843 | 0.00 | 1,051 | 0.00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 49,729 | 1,258 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 96,707 | 5.09 | 2,447 | 13.45 | ||||
| 2025-08-25 | NP | SWYDX - Schwab Target 2025 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 437,500 | 4.37 | 11,069 | 12.70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,888,753 | 3.85 | 73,085 | 12.14 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 36,349 | 0.95 | 920 | 9.02 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 11,837 | 22.06 | 299 | 31.72 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 22,960 | 0.00 | 581 | 8.01 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 61,085 | 12.34 | 1,545 | 21.27 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 14,792 | -1.75 | 374 | 6.25 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 91,831 | 0.55 | 2,323 | 8.60 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 8,584 | 0.06 | 217 | 7.96 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 37,915 | 1.78 | 959 | 9.98 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 31,602 | -1.50 | 800 | 6.39 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 388,420 | 2.10 | 9,827 | 10.25 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 13,242 | 335 | ||||||
| 2025-08-05 | 13F | Code Waechter LLC | 90,079 | -5.94 | 2,279 | 113,800.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 24,497 | 6.70 | 620 | 15.27 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 431,489 | 5.18 | 10,917 | 13.58 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 9,626 | 0.00 | 244 | 8.00 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 19,614 | 9.65 | 496 | 18.38 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 28,570 | 0.13 | 723 | 8.23 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 51,396 | -1.60 | 1,300 | 6.30 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 12,389 | 0.02 | 313 | 7.93 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 8,596 | -2.55 | 217 | 5.34 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 79,769 | 3.46 | 2 | 100.00 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 8,840 | 0.00 | 224 | 7.73 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 220,297 | -3.18 | 5,574 | 8.51 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 8,311 | 210 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 1,925 | 0.16 | 49 | 6.67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 997,761 | 9.08 | 25,243 | 17.79 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,410 | -6.91 | 61 | 0.00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 23,888 | 7.69 | 604 | 16.38 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 85,403 | 5.40 | 2,161 | 13.80 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 257,390 | -4.92 | 6,512 | 2.66 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 15,656 | 0.00 | 396 | 8.20 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 15,510 | 392 | ||||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 640 | 0.00 | 16 | 14.29 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 524 | 0.00 | 13 | 8.33 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 10,165 | 0.96 | 257 | 9.36 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 99,569 | -0.91 | 2,519 | 7.01 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 213,419 | -0.61 | 5,399 | 7.31 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 3,428 | 0.82 | 87 | 8.86 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 139,941 | -17.33 | 3,541 | -10.74 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 6,781 | 23.20 | 172 | 33.59 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 6,804 | 0.32 | 172 | 8.86 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 64,644 | -19.64 | 1,635 | -13.22 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 27,781 | -4.36 | 703 | 3.24 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 4,077 | 56.33 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 5,007 | 67.46 | 127 | 80.00 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 558 | 0.00 | 14 | 7.69 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 144,123 | 1.17 | 3,646 | 10.18 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 52 | 0.00 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 15,615 | -4.55 | 395 | 3.13 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 14,329 | -16.69 | 363 | -9.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,825,354 | -1.24 | 96,781 | 6.64 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 44,517 | 1,126 | ||||||
| 2025-08-25 | NP | SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,690 | 4.29 | 2,370 | 12.64 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 709,035 | 11.99 | 17,939 | 20.92 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,072 | 0.00 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 94,156 | 0.00 | 2,206 | -9.37 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 116,848 | 261.40 | 2,956 | 290.49 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 25,057 | -3.64 | 634 | 3.94 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 14,932 | -10.66 | 378 | -3.58 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 25,739 | 2.37 | 663 | 12.78 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 104,383 | 1.04 | 2,641 | 9.09 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 4,495 | 0.07 | 114 | 7.62 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 248,828 | -3.67 | 6,295 | 4.02 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 196,417 | -5.97 | 4,969 | 1.53 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 734,894 | 0.82 | 18,593 | 109,264.71 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 20,529 | 32.09 | 519 | 42.58 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 41,398 | 3.27 | 1,047 | 11.50 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 31,044 | 15.31 | 785 | 24.60 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 18,471 | 0.01 | 467 | 8.10 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 18,184 | -43.84 | 460 | -39.31 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 441,378 | -1.61 | 11 | 10.00 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 186,476 | 3.18 | 4,718 | 11.41 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 149,392 | -4.36 | 3,780 | 3.28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12,450 | -66.34 | 315 | -63.74 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 35,600 | 0.00 | 901 | 7.91 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 48,232 | 2.84 | 1,220 | 11.11 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 16,240 | 0.17 | 415 | 9.23 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 576,440 | 481.64 | 14,584 | 528.04 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 14,438 | -0.55 | 365 | 7.35 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 20,630 | 54.40 | 522 | -20.70 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 21,563 | 7.65 | 569 | 23.97 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 64,885 | 1.29 | 1,642 | 9.40 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 34,285 | 0.29 | 867 | 8.38 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10,962 | 0.02 | 282 | 15.57 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 50,678 | 0.00 | 1,282 | 8.00 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 62,833 | 0.04 | 1,590 | 8.02 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 216,933 | -12.18 | 5,488 | -5.17 | ||||
| 2025-08-25 | NP | SWYEX - Schwab Target 2030 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,513,244 | 7.27 | 38,285 | 15.83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,912,202 | -1.18 | 48,379 | 6.71 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3,646 | 0.00 | 0 | |||||
| 2025-07-24 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 489,345 | -1.63 | 11,823 | -15.72 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 186,387 | -2.66 | 4,716 | 5.10 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 28,895 | -18.30 | 731 | -11.71 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 13,865 | -31.79 | 351 | -26.47 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 14,273 | -14.16 | 361 | -7.20 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 480,606 | 26.95 | 12,159 | 37.08 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 254,871 | -5.32 | 6,448 | 2.25 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 430 | 0.00 | 11 | 0.00 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 15,480 | 0.00 | 363 | -9.50 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 87,844 | -6.51 | 2,222 | 0.95 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 648 | -35.07 | 16 | -27.27 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 11,738 | 3.58 | 297 | 11.70 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 8,696 | 220 | ||||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 77,293 | -8.02 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 900 | 0.00 | 23 | 4.76 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,616 | -33.50 | 41 | -28.57 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 8,800 | -8.33 | 223 | -0.89 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 242,681 | -3.74 | 6,140 | 3.93 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8,400 | -43.24 | 213 | -38.73 | |||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 496 | 0.00 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 77,824 | 277,842.86 | 1,969 | |||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 596 | 0.00 | 15 | 15.38 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 11,755 | 8.35 | 297 | 16.93 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 36,823 | 61.46 | 932 | 74.34 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 11,489 | 4.81 | 291 | 13.28 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 25,544 | -1.99 | 646 | 5.90 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 118,912 | 0.08 | 3,008 | 8.08 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 61,768 | -7.44 | 1,563 | -0.06 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 45,261 | -1.84 | 1,145 | 6.02 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 393,084 | 0.92 | 9,945 | 8.99 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 14,137 | 4.45 | 358 | 12.62 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 10,610 | -0.47 | 277 | 20.43 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 188 | 0.00 | 5 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 231,612 | -2.16 | 5,860 | 8.76 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 10,709 | -8.52 | 278 | 3.75 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 23,768 | 4.32 | 601 | 12.76 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 316,464 | 2.52 | 8,003 | 10.66 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 174,377 | 204.26 | 4 | 300.00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 18,148 | -6.64 | 459 | 0.88 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 16,481 | 0.00 | 417 | 7.77 | ||||
| 2025-08-08 | 13F | Pioneer Trust Bank N A/or | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Outfitter Financial LLC | 134,951 | 0.77 | 3,414 | 8.83 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 17,062 | 0.06 | 432 | 8.02 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 161,992 | 8.86 | 3,795 | -1.38 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 594,508 | -9.38 | 15,041 | -2.15 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 76,396 | 18.91 | 1,933 | 28.37 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 14,818 | -0.52 | 375 | 7.16 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8,713 | -18.30 | 220 | -20.00 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 134,442 | -4.71 | 3,401 | 2.90 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 726 | 0.00 | 18 | 5.88 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 33,341 | -10.17 | 844 | -2.99 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 21,148 | 21.80 | 535 | 31.77 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 24,458 | 0.41 | 619 | 8.42 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 175,775 | -4.80 | 4,447 | 2.80 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,652,197 | 67.19 | 121,329 | 86.10 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 59,973 | 0.18 | 1,517 | 8.20 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,890,531 | -18.67 | 98,430 | -12.18 | ||||
| 2025-04-10 | 13F | Floyd Financial Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2,700 | 0.00 | 68 | 7.94 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 575,874 | 5.12 | 14,570 | 13.51 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 15,612 | 395 | ||||||
| 2025-04-28 | 13F | Sebold Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 86,087 | 66.48 | 2,178 | 62.90 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 50,352 | -0.03 | 1,274 | 7.88 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8,911 | 225 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 53,170 | -20.95 | 1,345 | -14.60 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 9,104 | -24.88 | 230 | -18.73 | ||||
| 2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 17,039 | -83.70 | 431 | -82.39 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 43,502 | 8.45 | 1,101 | 17.15 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 116,583 | 2.20 | 2,950 | 10.37 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 309,945 | 0.60 | 8,186 | 15.77 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 369 | 0.27 | 9 | 12.50 | ||||
| 2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 10,974 | 0.01 | 278 | 7.78 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 532 | 0.00 | 13 | 8.33 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 818,622 | -4.34 | 20,711 | 3.29 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 317,292 | -8.15 | 8,027 | -0.82 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 37,587 | 6.94 | 951 | 15.43 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 20,877 | 22.80 | 528 | 32.66 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 21,930 | 0.00 | 555 | 7.99 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 56,138 | -1.07 | 1,420 | 6.85 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 12,576 | 0.00 | 318 | 8.16 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 15,886 | -0.14 | 402 | 7.80 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 6,782 | 0.27 | 172 | 8.23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 78,560 | -22.27 | 1,988 | -16.09 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 13,107 | -4.05 | 342 | 6.56 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 537,089 | 20.69 | 13,588 | 30.33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13,934 | -18.18 | 353 | -11.78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 597,667 | 6.85 | 15 | 15.38 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,098 | 28 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8,495 | 215 | ||||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 127 | 3 | ||||||
| 2025-04-22 | 13F | Park Capital Management, LLC / WI | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,750 | -1.88 | 272 | 5.86 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 4,174 | 106 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 20,158 | 0.05 | 510 | 7.84 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 54,385 | -0.56 | 1,376 | 7.34 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 24,039 | 3.72 | 608 | 11.97 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 8,142 | 206 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 40,190 | 295.49 | 1,017 | 326.89 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 203,809 | -8.03 | 5,156 | -0.69 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 132,589 | -14.02 | 3,355 | -7.17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 553,255 | -8.19 | 13,997 | -0.86 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 9,034 | -50.17 | 237 | -41.44 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1,909,449 | 26.66 | 48,309 | 36.77 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 55,290 | 1.97 | 1,399 | 10.08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 45,501 | 37.62 | 1,151 | 48.71 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 17,681 | 76.37 | 447 | 91.03 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 17,487 | -10.27 | 442 | -3.07 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 16,963 | -2.56 | 0 | |||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 47,945 | -1.61 | 1,213 | 6.31 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 63,477 | -11.41 | 1,606 | -4.35 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 19,408 | 14.37 | 491 | 23.68 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 910 | 0.00 | 23 | 9.52 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 55,000 | 0.00 | 1,392 | 8.00 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 32,861 | -19.71 | 831 | -13.26 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 742 | -11.67 | 19 | -5.26 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 15,445 | 12.94 | 391 | 21.88 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9,714 | -23.43 | 246 | -17.51 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 20,057 | -1.35 | 507 | 6.51 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2,838,326 | -3.47 | 71,810 | 4.23 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 4 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 93,624 | 72.68 | 2,369 | 86.46 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 8,215 | 1.16 | 208 | 8.95 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 416,828 | -3.84 | 10,546 | 3.83 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 54,295 | -2.02 | 1,374 | 5.78 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 76 | -58.70 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 11,669 | 295 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 88,943 | -0.46 | 2,290 | 9.41 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 19,135 | 6.88 | 484 | 15.51 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 42,119 | 0.59 | 1,066 | 8.56 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 808 | -37.85 | 20 | -33.33 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 202,093 | 323.09 | 5,113 | 356.84 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 48,002 | -2.79 | 1,214 | 5.02 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5,602 | 0.00 | 142 | 7.63 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 107,250 | -3.36 | 2,713 | 4.35 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 352 | 0.00 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19,245 | 33.37 | 487 | 43.79 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 97,822 | 41.13 | 2,475 | 52.34 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 106,856 | -2.83 | 2,704 | 4.93 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 9,174 | 0.00 | 232 | 8.41 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3,000 | 0.00 | 76 | 7.14 | ||||
| 2025-05-15 | 13F | Jentner Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 562 | 0.00 | 14 | 7.69 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 49,027 | 0.23 | 1,240 | 8.20 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 137,237 | -6.46 | 3,472 | 1.02 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 601,692 | 0.45 | 15,223 | 8.47 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 140,939 | 13.35 | 3,566 | 22.38 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 690,750 | 1.37 | 17,476 | 9.46 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 9,654 | 0.31 | 252 | 24.88 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 53,065 | 3.52 | 1,343 | 11.74 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 19,025 | -12.06 | 481 | -4.94 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 356,205 | 1.54 | 9,012 | 9.64 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 48,640 | -0.71 | 1,231 | 7.24 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 17,110 | 0.33 | 433 | 8.27 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 982,950 | 3.57 | 24,869 | 11.83 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2,662 | 0.00 | 67 | 8.06 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 87,742 | 0.00 | 2,220 | 7.98 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 31,122 | 0.00 | 787 | 7.96 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 17,114 | 13.70 | 433 | 22.73 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26,749 | -1.55 | 677 | 6.29 | ||||
| 2025-07-16 | 13F | Flower City Capital | 8,734 | 0.00 | 221 | 7.84 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 11,966 | 5.67 | 303 | 13.96 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,480 | 2.56 | 139 | 10.40 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11,495 | 291 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 49,698 | -18.89 | 1,257 | 0.48 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 141,882 | -4.70 | 3,590 | 2.90 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 37,960 | -4.33 | 960 | 3.34 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 652 | 0.00 | 16 | 6.67 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 97,919 | 0.17 | 2,294 | -9.26 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 270 | 0.00 | 7 | 0.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6,029 | 118.92 | 153 | 137.50 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 33,828 | -7.54 | 856 | -0.23 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 32 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 10,306 | 261 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 201 | 0.00 | 5 | 25.00 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 48,640 | 0.00 | 1,231 | 7.99 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 86,167 | -8.37 | 2,019 | -16.99 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2,480 | -4.54 | 63 | 3.33 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 72,640 | -24.36 | 1,838 | -18.36 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 720 | -97.68 | 18 | -97.75 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15,494 | 0.00 | 392 | 7.71 | ||||
| 2025-07-16 | 13F | American National Bank | 366 | 9 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 89,284 | 2,259 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 30,671 | 25.17 | 776 | 35.02 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2,790 | 0.00 | 71 | 7.69 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3,676,968 | -3.24 | 93,027 | 4.53 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 50,404 | -4.53 | 1,275 | 3.07 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 350,000 | 8,855 | ||||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 1,129,803 | 1.83 | 28,584 | 9.96 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 50,812 | 9.43 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 120,375 | 8.93 | 3,045 | 17.61 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 708 | 395.10 | 18 | 466.67 | ||||
| 2025-05-06 | 13F | Goepper Burkhardt LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 964 | 0.00 | 24 | 9.09 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 98 | 2 | -94.87 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 16,673 | 3.51 | 422 | 11.67 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 14,291 | 7.44 | 362 | 16.08 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10,409 | -25.70 | 263 | -19.82 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 37,700 | 0.00 | 954 | 7.93 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 17,641 | -2.22 | 461 | 11.11 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 253,178 | -3.32 | 6,405 | 4.40 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 8,045 | 204 | ||||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 42,981 | -3.33 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 7,610 | 0.00 | 193 | 7.87 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 200,424 | 26.63 | 5,071 | 36.73 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 81,074 | 329.71 | 2,051 | 364.03 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 1,838,196 | 1.46 | 46,506 | 9.56 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 44,045 | -1.36 | 1,114 | 6.50 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 4,058 | -11.34 | 103 | -4.67 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 14,850 | 2.26 | 376 | 10.29 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 66,994 | 15.73 | 1,695 | 24.93 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15,457 | -8.59 | 391 | -1.01 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1,311,482 | -1.70 | 33,180 | 6.15 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8,727 | 5.32 | 221 | 2.80 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 101,069 | 11.78 | 2,368 | 1.28 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 13,802 | 1.02 | 349 | 9.06 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 620,787 | 0.90 | 15,706 | 8.95 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 9,380 | 2.00 | 237 | 10.23 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 77,644 | -1.58 | 1,964 | 6.28 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2,335 | 2.86 | 55 | -6.90 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 4 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 3,500 | -12.50 | 89 | -5.38 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 124,597 | 0.03 | 3,152 | 8.02 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 24,502 | 0.00 | 620 | 7.84 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26,796 | -2.30 | 678 | 5.45 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 51,388 | 4.72 | 1,300 | 13.14 | ||||
| 2025-08-13 | 13F | Finer Wealth Management, Inc. | 35,231 | -10.30 | 891 | -3.15 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 24,576 | 0.11 | 622 | 8.00 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 59,781 | 7.54 | 1,401 | -4.57 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 727,304 | 18.11 | 18,401 | 27.54 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 270,734 | 5.84 | 6,850 | 14.28 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 70,851 | 6.37 | 1,793 | 14.87 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 13,709 | -0.84 | 347 | 7.12 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 17,059 | -3.40 | 432 | 4.36 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 18,216 | 28.34 | 461 | 38.55 | ||||
| 2025-05-15 | 13F | Silvercrest Asset Management Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 16,322 | 0 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 79,017 | -1.20 | 1,999 | 6.73 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 8,705 | -3.94 | 220 | 3.77 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 13,618 | -0.06 | 345 | 7.84 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 91,826 | -96.22 | 2 | -96.43 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 52,976 | 9.54 | 1,340 | 18.27 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 15,048 | -11.16 | 381 | -4.04 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 32,449 | 7.35 | 821 | 15.82 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 471,014 | 1.10 | 11,917 | 9.17 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 4,488 | 0.00 | 114 | 7.62 | ||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 12,464 | 0.00 | 315 | 7.88 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 12,873 | 27.18 | 326 | 37.13 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 9,493 | -10.06 | 245 | -1.21 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 136,441 | 3,452 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 10,260 | -7.03 | 260 | 0.39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51,200 | 22.78 | 1,295 | 32.55 | |||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 4,360 | 0.00 | 110 | 7.84 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 10,520 | 0.00 | 266 | 8.13 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 14,048 | 2.24 | 329 | -7.32 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 623,632 | 7.29 | 16,545 | 22.53 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 15,505 | 0.00 | 62 | 6.90 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 780 | 0.26 | 20 | 11.11 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 183,484 | -7.67 | 4,642 | -0.30 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 194,413 | -31.66 | 4,919 | -26.21 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 30,637 | -35.27 | 775 | -30.12 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 16,032 | 0.31 | 406 | 8.29 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 14,626 | 0.08 | 370 | 9.47 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 15,459 | 73.62 | 391 | 87.98 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 94,480 | 0.05 | 2,390 | 8.05 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 34,525 | -39.41 | 873 | -34.61 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 13,385 | 339 | ||||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 8,036 | 203 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 36 | 0.00 | 1 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 167,046 | 1.94 | 4,226 | 10.08 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 17,289 | -47.70 | 437 | -43.54 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 35,559 | -1.66 | 900 | 6.14 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 61,405 | 172.50 | 1,302 | 146.87 | ||||
| 2025-04-10 | 13F | TruWealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 26,006 | -4.91 | 658 | 2.66 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 58 | 2 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 143,570 | -22.85 | 3,632 | -16.70 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,603 | 0.00 | 41 | 8.11 | ||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 44,000 | 0.00 | 1,113 | 8.06 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 109,874 | 0.39 | 2,780 | 8.39 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 30,439 | 0.68 | 770 | 8.76 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 627,780 | -0.30 | 15,883 | 7.65 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 32,712 | 17.89 | 828 | 27.23 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 166,817 | 1.63 | 4,220 | 9.75 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 76 | 0.00 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 35,168 | 17.01 | 1 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 10,537 | 0.02 | 267 | 8.13 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 8,273 | -8.74 | 209 | -1.42 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20,774 | -23.03 | 526 | -16.93 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 248,163 | -10.67 | 6,279 | -3.53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 344,153 | -3.31 | 8,707 | 4.41 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 29,009 | 0.09 | 734 | 7.95 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 68,991 | -10.49 | 1,745 | -3.32 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 431,299 | -3.76 | 10,912 | 3.91 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 21,637 | -39.40 | 547 | -34.57 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 16,240 | 0.01 | 411 | 7.89 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 182,999 | 9.38 | 4,178 | -6.51 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 83,441 | 6.69 | 2,111 | 15.23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 99,830 | -3.88 | 2,526 | 3.78 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 34,536 | -16.36 | 874 | -9.72 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,551 | -43.93 | 166 | -39.56 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 46,628 | -2.68 | 1,180 | 5.08 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 16,773 | 5.78 | 424 | 14.29 | ||||
| 2025-07-31 | 13F | City State Bank | 150 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 13,523 | -27.49 | 342 | -21.56 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 18,334 | 7.61 | 464 | 16.04 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 5,197 | -6.58 | 131 | 0.77 | ||||
| 2025-08-14 | 13F | Acas, Llc | 20,638 | -1.16 | 556 | 15.87 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 130,701 | 3.73 | 3 | 50.00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 249,737 | 6.82 | 6,318 | 15.36 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 290,580 | -8.81 | 7,352 | -1.54 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 30 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 803 | 0.38 | 20 | 11.11 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1,222,162 | -1.71 | 30,921 | 6.13 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46,681 | -5.10 | 1,181 | 2.52 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,730 | -20.64 | 145 | -14.79 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 145,569 | -10.79 | 3,683 | -3.69 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 124,698 | 12.34 | 3,155 | 21.31 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 43,102 | -0.51 | 1,090 | 7.39 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 14,132 | 0.31 | 358 | 8.18 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 962,531 | 6.20 | 24,352 | 14.67 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 126,148 | 2.80 | 3,192 | 10.99 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 340,847 | -51.18 | 8,623 | -47.29 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 17,600 | 10.78 | 445 | 19.62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 65,242 | -4.66 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 15,272 | 386 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 5,277 | 1.54 | 134 | 9.92 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 95,297 | -0.43 | 2,411 | 7.54 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1 | 0 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8,577 | 217 | ||||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 8,097 | -60.20 | 211 | -55.67 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 88,818 | -9.81 | 2,247 | -2.60 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 88,769 | 22.63 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 599,619 | -2.59 | 15,170 | 5.19 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 2,072,513 | -0.98 | 48,559 | -10.28 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | SWYJX - Schwab Target 2055 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,962,982 | 12.12 | 49,663 | 21.06 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 41,327 | -0.95 | 1,046 | 6.96 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 2,000 | 0.00 | 51 | 8.70 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1,339 | 0.00 | 34 | 6.45 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 50,777 | 1.91 | 1,285 | 10.03 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 14,989 | -12.74 | 379 | -5.72 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 8,378 | 0.34 | 219 | 19.78 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 46,003 | 0.00 | 1,164 | 7.99 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4,160 | 0.00 | 105 | 8.25 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 315,848 | 327.98 | 7,991 | 362.12 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 21,486 | 0.10 | 544 | 8.17 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 278,250 | -8.68 | 7,040 | -1.40 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 25,851 | 2.80 | 654 | 11.04 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 64,574 | 323.02 | 1,634 | 357.42 | ||||
| 2025-05-15 | 13F | Options Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Souders Financial Advisors | 38,738 | -41.95 | 980 | -37.30 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9,752 | 0.44 | 247 | 8.37 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 68,651 | 42.36 | 1,737 | 53.76 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 18,230 | 96.53 | 461 | 112.44 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 384 | 0.00 | 10 | 12.50 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8,329 | 211 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 91 | 2 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 135,752 | 87.37 | 3,435 | 102.36 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 27 | 1 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 118,330 | 35.82 | 2,994 | 46.64 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 23,431 | 23.12 | 593 | 33.03 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 84 | -86.75 | 2 | -85.71 | ||||
| 2025-04-15 | 13F | Simon Quick Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 98 | 2 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 34,094 | -3.96 | 863 | 3.73 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 278,228 | -34.28 | 7,039 | -29.03 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10,788 | -14.72 | 273 | -8.11 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 13,280 | -16.39 | 336 | -9.95 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 10,198 | -84.53 | 258 | 20.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 124 | -16.33 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 682,705 | 2.99 | 17,272 | 11.22 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 326 | 0.00 | 8 | 14.29 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 810 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42,316 | 10.03 | 1,105 | 32.97 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15,380 | -3.60 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20,451 | 5.86 | 517 | 3.61 | ||||
| 2025-08-25 | NP | SWYFX - Schwab Target 2035 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,561,116 | 8.91 | 39,496 | 17.60 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 610 | 15 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 245,022 | -45.98 | 6 | -45.45 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 41,902 | 0.00 | 1,060 | 8.05 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 30,957 | -64.71 | 783 | -61.90 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 38,007 | 0.00 | 962 | 7.98 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WP Advisors, LLC | 24,087 | 0.33 | 609 | 8.36 | ||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 1,016 | 0.00 | 26 | 8.70 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 11,100 | 0.00 | 281 | 7.69 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 43,871 | 3.40 | 1,110 | 24.61 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 40,645 | -61.36 | 1,028 | -58.28 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 107,648 | 94.55 | 2,724 | 110.11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,167 | 55 | ||||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 13,857 | -5.02 | 351 | 2.64 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 9,824 | 0.00 | 249 | 7.83 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 18,135 | 0.01 | 459 | 8.02 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 71,225 | -38.62 | 1,802 | -33.76 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 68,694 | -4.38 | 1,738 | 3.21 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 100,197 | 86.31 | 2,578 | 104.60 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 18,943 | -14.68 | 479 | -7.88 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 66,277 | 8.19 | 1,677 | 16.79 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 12,800 | 0.00 | 324 | 8.03 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 3,629 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 57,125 | -7.37 | 1,445 | 0.07 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 28 | 1 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 171,835 | 28.33 | 4,347 | 38.57 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 22,798 | -1.93 | 577 | 5.88 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 80,196 | -8.57 | 2,029 | -1.31 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 64,794 | -7.47 | 1,639 | -0.06 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 9,104 | 20.30 | 230 | 29.94 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 34,120 | -77.75 | 863 | -75.98 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 15,932 | 20.83 | 403 | 31.70 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 17,878 | 452 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3,682 | 505.59 | 93 | 564.29 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 23 | 21.05 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 132,206 | 3.91 | 3,345 | 12.21 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 8,371 | 212 | ||||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3,064 | -7.77 | 78 | 0.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 7,729 | 21.37 | 196 | 30.87 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 870 | 22 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 6,290 | 159 | ||||||
| 2025-07-08 | 13F | First International Bank & Trust | 122,760 | -28.54 | 3,106 | -22.84 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 651,298 | 27 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 35,478 | 88.62 | 898 | 103.86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 585,917 | -2.27 | 15 | 0.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15,615 | -4.55 | 395 | 3.13 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 19,836 | 1.59 | 502 | 9.63 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 67,306 | 0.93 | 1,703 | 8.96 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 8,324 | 211 | ||||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 1,200 | -62.85 | 30 | -60.00 | ||||
| 2025-08-25 | NP | SWYHX - Schwab Target 2045 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,750,635 | 8.73 | 44,291 | 17.41 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 30,880 | -22.79 | 781 | -16.65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25,949 | 20.40 | 657 | 30.16 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 20,854 | 528 | ||||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 17,154 | 0.03 | 434 | 8.23 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 19,766 | 0.00 | 500 | 7.99 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 2,569 | 29.29 | 65 | 39.13 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 29,889 | -9.91 | 756 | -2.70 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 91,941 | 6.65 | 2,326 | 15.21 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 14,548 | 0.00 | 368 | 8.24 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 24,386 | -2.40 | 617 | 5.30 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 92,061 | 11.55 | 2,329 | 20.49 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 24,396 | 0.00 | 617 | 8.06 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 3,550 | 0.00 | 90 | 7.23 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 182,741 | 11.60 | 4,623 | 20.52 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 10,962 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 97,347 | -2.54 | 2,463 | 5.21 | ||||
| 2025-08-04 | 13F | Balentine LLC | 2 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 1,551,114 | 24.48 | 39 | 34.48 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1,129 | 0.00 | 29 | 7.69 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 192,161 | 46.75 | 4,862 | 58.44 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8,703 | 204 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,003 | 0.10 | 25 | 8.70 | ||||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 121,548 | -0.88 | 3,075 | 7.03 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 17,160 | 3.61 | 434 | 11.86 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 21,062 | -0.71 | 533 | 7.26 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1,728 | 0.00 | 44 | 7.50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,976,874 | -14.67 | 75,315 | -7.86 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 25,588 | 0.00 | 647 | 8.01 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 37,457 | -10.89 | 948 | -3.76 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 3,402 | 86 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 125,314 | -2.55 | 3,170 | 5.25 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 204,578 | 7.48 | 5,286 | 18.55 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 71,510 | 0.98 | 1,809 | 9.04 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 189,532 | 0.25 | 4,795 | 8.26 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 19,332 | -0.82 | 489 | 7.24 |
