Mga Batayang Estadistika
| Pemilik Institusional | 1223 total, 1222 long only, 0 short only, 1 long/short - change of 3.20% MRQ |
| Alokasi Portofolio Rata-rata | 1.1140 % - change of -3.37% MRQ |
| Saham Institusional (Jangka Panjang) | 555,949,229 (ex 13D/G) - change of 75.85MM shares 15.80% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 10,543,823 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Schwab Strategic Trust - Schwab U.S. Broad Market ETF (US:SCHB) memiliki 1223 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 555,949,229 saham. Pemegang saham terbesar meliputi Gallagher Fiduciary Advisors, LLC, Wealthfront Advisers Llc, Betterment LLC, Rebalance, Llc, SCS Capital Management LLC, Evensky & Katz LLC, Strid Group, LLC, Hengehold Capital Management Llc, Bouchey Financial Group Ltd, and HighTower Advisors, LLC .
Struktur kepemilikan institusional Schwab Strategic Trust - Schwab U.S. Broad Market ETF (ARCA:SCHB) 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 25.04 / share. Previously, on September 6, 2024, the share price was 20.85 / share. This represents an increase of 20.12% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 113,969 | 0.25 | 2,716 | 10.95 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 47,318 | 0.29 | 1,128 | 11.03 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 12,000 | 0.00 | 286 | 10.47 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 214,502 | 0.18 | 5,112 | 10.89 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 9,461 | -1.01 | 225 | 9.76 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 567 | 56,600.00 | 14 | 8.33 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 61,309 | 0.00 | 1,461 | 10.69 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1,064,255 | 0.15 | 25,361 | 10.85 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 51,240 | -5.05 | 1,221 | 5.17 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 128 | 0.00 | 3 | 50.00 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 8,110 | 193 | ||||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 163,152 | 0.42 | 3,888 | 11.15 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 8,285 | -2.60 | 197 | 7.65 | ||||
| 2025-07-28 | 13F | Essex LLC | 96,986 | -1.06 | 2,311 | 9.53 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 91,155 | -0.16 | 2,172 | 10.53 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 193,619 | -0.50 | 4,614 | 10.12 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3,146,484 | 1.68 | 74,981 | 12.54 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13,700 | 0.21 | 326 | 10.88 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 25,261 | 0.00 | 602 | 10.68 | ||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,339,244 | 27.90 | 31,914 | 41.57 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 163,945 | -6.03 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 5,859 | 140 | ||||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 453,641 | -1.19 | 10,810 | 9.37 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 517,216 | -14.30 | 12,325 | -5.14 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 936,063 | -1.08 | 22,306 | 9.49 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9,135 | -10.31 | 218 | -0.91 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 8,547 | 204 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 149,836 | -0.66 | 3,571 | 9.95 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9,108 | 217 | ||||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 739,052 | -8.47 | 17,612 | 1.31 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 42,718 | 0.00 | 1,018 | 10.66 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 24,045 | 0.11 | 573 | 10.64 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 751,990 | -1.53 | 17,920 | 9.83 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 70,940 | -9.30 | 1,690 | 0.42 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 332,891 | -2.08 | 7,933 | 8.38 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 187 | 3.31 | 4 | 0.00 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 5,601 | 0.00 | 133 | 10.83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 250,368 | 1.99 | 5,966 | 12.89 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 584,815 | 2.80 | 13,866 | 57.09 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 28,578 | -1.71 | 681 | 8.79 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 14,382 | 0.00 | 343 | 10.68 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7,005 | 0.00 | 167 | 10.67 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 49,784 | 0.08 | 1,186 | 10.74 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 28,500 | -53.58 | 683 | -48.30 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 34,485 | 0.09 | 822 | 10.80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 76,900 | 1,833 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32,000 | 98.08 | 763 | 119.60 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 1,770,217 | 5.60 | 42,184 | 16.88 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 1,542 | 0.00 | 37 | 9.09 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 34,636 | -0.58 | 825 | 10.00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 303,855 | 3.04 | 7,241 | 14.05 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 11,488 | 261 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 53,379 | 1,294 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 18,102 | 0.98 | 431 | 11.95 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 23,491 | -2.85 | 560 | 7.50 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 865,959 | 4.31 | 20,861 | 16.71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,217,202 | 294.50 | 29,006 | 336.69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 26,869 | 5.79 | 640 | 17.22 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 14,526 | 0.00 | 346 | 10.90 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 54,586 | -11.78 | 1,301 | -2.40 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10,083 | 0.00 | 240 | 10.60 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 382,201 | 9,108 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,404 | 0.29 | 33 | 10.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 446,488 | -0.42 | 10,640 | 10.21 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 648 | 15 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 241,861 | 4.75 | 5,764 | 15.93 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 184,848 | -1.54 | 4,405 | 8.96 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 1,593 | 0.00 | 38 | 8.82 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12,061 | -53.36 | 287 | -48.38 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 17,400 | 0.00 | 415 | 10.70 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 1,280,212 | 0.91 | 27,563 | -4.30 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 18,840 | 0.00 | 449 | 10.62 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 87,563 | -1.24 | 2,087 | 9.33 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 167,388 | 12.99 | 3,989 | 25.05 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 17,338 | 0.26 | 413 | 11.02 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 165,976 | 2.42 | 3,955 | 13.39 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 33,988 | -0.51 | 810 | 10.07 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 96,777 | 0.00 | 2,306 | 10.71 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 27,189 | 0.00 | 648 | 10.60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 509,428 | 82.17 | 12,140 | 101.64 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 128,938 | -0.07 | 3 | 50.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 76,943 | 138.51 | 1,834 | -14.55 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 13,411 | 43.37 | 223 | 10.45 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 1,433 | 0.28 | 34 | 13.33 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 226,583 | -0.22 | 5,399 | 10.43 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 69,686 | -1.00 | 1,661 | 9.57 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 9,375 | 2.31 | 223 | 13.20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14,592 | -5.89 | 348 | 4.20 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 13,700 | 0.00 | 326 | 10.88 | ||||
| 2025-07-28 | 13F | Tlwm | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2,756 | 18.69 | 66 | 32.65 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12,426 | 0.18 | 296 | 10.86 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 36,843 | 4.34 | 878 | 15.39 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 41,805 | 19.37 | 996 | 32.10 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 12,843 | 0.00 | 306 | 10.87 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 8,580 | 204 | ||||||
| 2025-08-11 | 13F | Somerset Group LLC | 15,049 | 1.43 | 359 | 12.23 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 63,414 | 8.08 | 1,511 | 19.64 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 29,174 | 0.22 | 695 | 11.02 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 127,404 | -0.71 | 3,036 | 9.92 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 15,829 | 6.76 | 377 | 18.18 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 22,569 | 0.02 | 538 | 10.72 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 421,032 | 77.32 | 10,033 | 96.26 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 124,011 | -10.73 | 2,818 | 0.14 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 51,789 | 1.50 | 1,234 | 12.39 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 27,592 | 5.50 | 658 | 16.70 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 120,390 | -19.12 | 2,869 | -10.49 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,235,852 | 6.46 | 53,280 | 17.83 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 24,107 | 574 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 24,924 | -22.89 | 594 | -14.68 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 33,687 | 0.00 | 1 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6,248,801 | 11.35 | 148,909 | 23.24 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 39,054 | -0.25 | 931 | 10.45 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 9 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | White Pine Investment CO | 8,986 | -14.52 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 126,364 | 26.13 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 10,230 | 0.00 | 244 | 10.45 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 6,075 | 0.00 | 145 | 10.77 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 116,743 | 13.46 | 2,782 | 25.55 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 28,434 | 0.99 | 678 | 11.72 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 1,514,413 | 1.58 | 36,088 | 12.43 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,513,108 | -5.99 | 36,057 | 4.05 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5,953,464 | 1,400.40 | 141,871 | 1,560.86 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 83,703 | 1.19 | 1,995 | 12.02 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 17,479 | -0.05 | 424 | 17.50 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 627 | 0.00 | 15 | 7.69 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 798,594 | 530.14 | 19,031 | 597.58 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 117,805 | -0.15 | 2,807 | 10.51 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 66,700 | 0.04 | 1,589 | 10.73 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 30,207 | 9.49 | 720 | 21.25 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 18,867 | 0.30 | 450 | 10.86 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 24,418 | -6.22 | 582 | 3.75 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11,477 | -4.37 | 273 | 5.81 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4,645 | 5.38 | 111 | 17.02 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,354 | 0.22 | 32 | 10.34 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 10,104 | 4.78 | 241 | 15.94 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1,494 | 0.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 506 | 0.60 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1,900 | 0.16 | 45 | 12.50 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 1,193,682 | 2.79 | 28,445 | 13.77 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 32,000 | -0.24 | 763 | 10.43 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 8,457 | 202 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 93,892 | 4.34 | 2,237 | 15.49 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1,474 | 0.00 | 35 | 12.90 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 144,360 | -6.25 | 3,440 | 3.77 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 15,223 | 0.68 | 363 | 11.38 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 2,997 | 0.60 | 71 | 4.41 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 22,924 | 20.66 | 1 | |||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 24,625 | 2.78 | 587 | 13.79 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 23,421 | 0.00 | 558 | 10.71 | ||||
| 2025-05-13 | 13F | Cornerstone Financial Group, LLC /NE/ | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 21,425 | -0.53 | 511 | 10.15 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 14,051 | 0.14 | 335 | 10.60 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 22 | 1 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 30,000 | 0.00 | 715 | 10.70 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 15,691 | 0.07 | 374 | 10.68 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 1,539,575 | 1.59 | 36,688 | 12.44 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 24,058 | 0.90 | 573 | 11.70 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 515,735 | -2.77 | 12,290 | 7.61 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 472,306 | 1.52 | 10,169 | -3.71 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 688,588 | -26.32 | 16,409 | -18.44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7,738,339 | -2.47 | 184,405 | 7.95 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 212,593 | 5,066 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 479,748 | 0.00 | 11,432 | 10.69 | ||||
| 2025-04-14 | 13F | Rockwood Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 17 | 13.33 | 0 | |||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 19,705 | 0.83 | 470 | 11.67 | ||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 386 | 0.26 | 9 | 12.50 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 9,933 | 0.00 | 237 | 10.80 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 36,325 | 9.90 | 866 | 21.66 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 30,144 | 116.18 | 718 | 139.33 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 3,996 | 33.20 | 95 | 51.61 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 10,686 | 0.00 | 255 | 10.43 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 14,574 | -38.22 | 347 | -31.56 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 72,535 | -34.53 | 1,729 | -27.55 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 229,974 | 17.86 | 5,480 | 30.48 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 9,119 | 217 | ||||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 15,521 | -89.01 | 375 | -87.70 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 595,867 | 0.17 | 14 | 16.67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,051 | 0.29 | 49 | 9.09 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 228,517 | -5.51 | 5,446 | 4.57 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13,621 | -3.05 | 325 | 7.28 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 635,212 | 8.04 | 15,137 | 19.58 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 12,491 | 25.65 | 298 | 38.79 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 10,590 | 0.00 | 252 | 10.53 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 11,802 | 0.00 | 281 | 10.63 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4,990 | 0.00 | 119 | 10.28 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 59,211 | -9.55 | 1,411 | 0.07 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 452 | 11 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 199,846 | -0.21 | 4,762 | 10.46 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 10,579 | 3.25 | 252 | 14.55 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 222,562 | 17.80 | 5,304 | 30.39 | ||||
| 2025-05-14 | 13F | Wescott Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 16,476 | 0.00 | 393 | 10.73 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 109,403 | -2.25 | 2,607 | 8.22 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 230,624 | 35.67 | 5 | 66.67 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 76,072 | 0.75 | 1,813 | 11.51 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 16,673 | 397 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 45,722 | 0.00 | 1,090 | 10.67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,322,811 | 6.68 | 31,523 | 18.07 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 42,079 | 0.39 | 1,003 | 10.72 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 249,976 | 5,957 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 5,515 | 0.29 | 131 | 11.02 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 5,911,420 | -0.87 | 127,273 | -5.98 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 21,723 | -8.90 | 518 | 0.78 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 51,619 | -20.82 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 2,082,849 | 4.26 | 49,634 | 15.39 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,143,261 | 3.09 | 27,244 | 14.10 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 48,458 | 0.47 | 1,155 | 11.18 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,013,573 | -3.72 | 24,701 | 8.13 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 17,446 | 0.25 | 416 | 10.96 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 174,602 | 458.83 | 4,161 | 519.05 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 42,147 | -2.19 | 1,004 | 8.31 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 28,685 | -8.57 | 684 | 1.19 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 204 | 29.94 | 5 | 33.33 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2,152 | -91.19 | 51 | -90.30 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 170,163 | -69.45 | 4,055 | -66.20 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 472,490 | 1.85 | 11,259 | 12.74 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 15,324 | -9.91 | 365 | -0.27 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 15,549 | -0.58 | 0 | |||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 10,200 | 243 | ||||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 18,487 | 0.72 | 440 | 11.39 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 210,918 | -1.95 | 5,026 | 8.53 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 185,274 | -39.45 | 4,415 | -32.98 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 13,661 | 0.01 | 326 | 10.54 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 730 | 17 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10,272 | -50.00 | 255 | -42.01 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 9,293 | 221 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 11,949 | 0.00 | 285 | 10.51 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,454 | 0.21 | 35 | 9.68 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 257,275 | -2.46 | 6,131 | 7.96 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24,177 | 102.25 | 576 | 124.12 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 8,658,237 | 0.51 | 206,322 | 11.25 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 13,666 | -0.03 | 326 | 10.54 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 9,671 | 0.30 | 230 | 9.52 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 9,000 | 214 | ||||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 107,519 | 1.01 | 2,562 | 11.83 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 8,450,794 | -6.24 | 201,382 | 3.78 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 100,030 | -0.61 | 2,384 | 10.02 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 783 | 19 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 7,158 | 0.03 | 171 | 10.39 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 341,799 | 2.74 | 8,145 | 13.73 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 327,350 | -5.31 | 7,801 | 4.81 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 10,706 | -0.09 | 255 | 10.87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 151,800 | -11.18 | 3,617 | -1.69 | |||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 532,427 | -1.56 | 12,688 | 8.96 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3,792 | -0.39 | 90 | 11.11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 180,954 | 4,312 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 1,374,564 | 17.21 | 32,756 | 29.73 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11,355 | 0.00 | 271 | 10.66 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 18,580 | 0.25 | 445 | 15.28 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2,364 | 319.15 | 56 | 366.67 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 257,185 | -15.03 | 6,129 | -5.95 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 15,276 | 0.30 | 364 | 11.31 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 325,634 | -0.99 | 7,760 | 9.59 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 12,710 | -1.27 | 303 | 9.03 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 13,159,188 | 10.12 | 313,583 | 21.88 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 344,343 | 35.66 | 8,206 | 50.16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4,482 | 0.00 | 107 | 10.42 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 80,995 | 1,930 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,465,459 | 0.84 | 34,922 | 14.11 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 104,159 | -0.49 | 2,482 | 10.16 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 13,077 | -12.60 | 312 | -3.42 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 132 | 0.00 | 3 | 50.00 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 73,712 | -0.03 | 1,776 | 17.62 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 28,669 | 1.51 | 691 | 19.38 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 317,485 | 0.03 | 7,566 | 10.71 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 2,433,631 | 4.00 | 57,993 | 15.10 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 17,700 | 12.74 | 422 | 24.56 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 8,517 | 203 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 4,191 | 0.00 | 100 | 10.00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 14,202 | 0.00 | 338 | 10.82 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 41,917 | -11.58 | 999 | -2.16 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13,713 | 46.88 | 327 | 63.00 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 17,248 | 0.36 | 371 | -4.87 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 13,971 | 0.00 | 333 | 10.67 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 79,752 | 2.39 | 1,900 | 13.37 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 64,010 | -0.81 | 1,525 | 9.79 | ||||
| 2025-08-06 | 13F | Phocas Financial Corp. | 36,417 | 0.00 | 868 | 10.59 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 65,563 | -54.87 | 1,562 | -50.05 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 524,270 | 1.16 | 12,493 | 11.96 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 109,244 | 196.37 | 2,603 | 211.36 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 89,752 | 4.50 | 1,932 | -0.87 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 12,359 | -2.62 | 295 | 7.69 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 123,814 | 6.77 | 2,951 | 18.19 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 146,061 | 0.26 | 3,481 | 10.97 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 24,880 | 85.19 | 593 | 104.84 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 898,858 | 1.19 | 21,420 | 11.99 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 17,699 | 1.10 | 422 | 11.97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,260,548 | 7.88 | 54,570 | 20.95 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 41,174 | 9.60 | 981 | 21.41 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1,104 | 0.00 | 26 | 13.04 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 12,643 | -2.87 | 301 | 7.50 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8,790 | 209 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 1,110,715 | 1.87 | 26,468 | 12.75 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 979,600 | -0.75 | 23,344 | 9.85 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 24,052 | 117.55 | 573 | 140.76 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 78,425 | 1.29 | 1,869 | 12.06 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 35,743 | 0.29 | 852 | 10.95 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 661,901 | -3.22 | 15,773 | 7.12 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 8,454 | 201 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 40,194 | -1.33 | 958 | 9.12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 450 | 0.00 | 11 | 11.11 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 21,916 | -5.54 | 522 | 4.61 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 14,313 | 0.27 | 341 | 11.07 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 2,814,002 | -1.42 | 67,058 | 9.11 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 196,074 | -1.79 | 4,672 | 8.70 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 21,462 | 0.04 | 511 | 10.85 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 39,311 | -6.09 | 974 | 9.07 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 500 | 0.00 | 12 | 10.00 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 20,690 | -15.87 | 493 | -6.81 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Weaver Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Envision Financial LLC | 50,751 | 6.90 | 1,209 | 18.30 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 203 | 0.50 | 5 | 0.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15,463 | 368 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 117,081 | 12.06 | 2,790 | 24.06 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 85,936 | -2.27 | 1,850 | -7.31 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 95,153 | 0.29 | 2,267 | 11.02 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3,206,507 | -13.67 | 76,411 | -4.44 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,021,775 | 1.92 | 24,349 | 12.81 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 19,695 | 0.00 | 469 | 10.61 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 18,583 | 0.16 | 443 | 10.78 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 25,763 | 0.03 | 614 | 10.65 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 54,678 | 0.00 | 1,303 | 10.62 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,375,023 | -2.59 | 33 | 6.67 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 26,165 | 0.30 | 624 | 11.05 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 27,790 | 662 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 232,912 | 0.02 | 5,550 | 10.71 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 151 | -16.11 | 4 | -25.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,773,692 | 1.32 | 66,097 | 12.14 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 19,187 | -0.48 | 457 | 10.12 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 17,898 | 0.25 | 427 | 10.94 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 12,993 | -2.61 | 310 | 7.67 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 71,248 | 0.22 | 1,698 | 10.92 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 199,907 | 3.90 | 4,764 | 14.99 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 243,239 | 7.98 | 5,796 | 19.53 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 65,158 | 0.15 | 1,553 | 10.86 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 482,739 | 11,504 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 12,340 | -0.04 | 294 | 10.94 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 331,818 | -0.25 | 7,907 | 10.42 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 217,616 | 218 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 21,183 | 12.36 | 505 | 24.44 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 392,406 | 8.96 | 9,351 | 20.60 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 81,358 | 118.46 | 1,940 | 142.07 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 85,569 | -0.18 | 2,039 | 10.51 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 8,780,332 | -2.67 | 209 | 7.73 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 13,376 | -9.15 | 319 | 0.63 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 100,537 | -0.12 | 2,396 | 10.52 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 39,842 | -3.39 | 949 | 6.99 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 193,042 | -1.78 | 4,600 | 8.72 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 210,724 | -3.17 | 5,022 | 7.17 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 16,267 | 32.61 | 396 | 50.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4,217,210 | -1.61 | 100,457 | 8.89 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Farnam Financial LLC | 204,160 | -6.94 | 4,865 | 3.01 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 1,560,616 | 2.32 | 33,600 | -2.95 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 121,606 | -26.51 | 2,898 | -18.67 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 814,190 | 1.10 | 19,402 | 11.90 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 61,871 | 0.00 | 1,474 | 10.66 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 31,158 | -23.70 | 742 | -15.59 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 35,522 | -0.06 | 847 | 10.59 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 24,697 | -88.61 | 589 | 11.15 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 137,043 | -1.13 | 3,266 | 9.42 | ||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 37,019 | -4.10 | 882 | 6.14 | ||||
| 2025-08-12 | 13F | Main Management LLC | 11,220 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 2,370 | -13.85 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 29,754 | -8.55 | 709 | 1.29 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 40,578 | 0.00 | 967 | 10.65 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 9,965 | -1.51 | 237 | 9.22 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6,406,096 | 1.95 | 153 | 12.59 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 84 | 2 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 126 | 0.00 | 3 | 50.00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 161,101 | 7.54 | 3,839 | 19.04 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 45,403 | 2.67 | 1,082 | 13.55 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,529,675 | -21.42 | 36,452 | -13.03 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 58,611 | -8.00 | 1,397 | 1.82 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19,143 | 0.00 | 456 | 10.68 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 16,846 | 201.95 | 401 | 234.17 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 15,811 | 0.32 | 377 | 10.91 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 2,895 | 37.66 | 69 | 51.11 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 11,550 | 0.89 | 275 | 11.79 | ||||
| 2025-07-02 | 13F | Jacobs & Co/ca | 16,592 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 269,712 | -2.62 | 6,427 | 7.80 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 26,874 | 0.12 | 640 | 10.92 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 1,639,862 | -2.60 | 39,078 | 7.81 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3,847 | 1.58 | 92 | 12.35 | ||||
| 2025-07-07 | 13F | Hoertkorn Richard Charles | 2,480 | -8.15 | 59 | 1.72 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 243,897 | 0.00 | 5,812 | 10.68 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24,263 | -6.05 | 578 | 3.58 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 543,808 | 3.27 | 12,959 | 14.30 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 620,688 | 0.12 | 14,791 | 10.82 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 63,931 | -0.02 | 1,523 | 10.68 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 41,542 | 0.10 | 990 | 10.75 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 55,453 | 0.31 | 1,194 | -4.86 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 17,110 | 0.29 | 408 | 10.90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 401,205 | -0.63 | 10 | 12.50 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26,811 | -14.54 | 639 | -5.48 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8,575 | 204 | ||||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 17,554 | 0.25 | 418 | 10.88 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 70,606 | -1.26 | 1,683 | 9.29 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 17,782 | -26.09 | 424 | -18.34 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,333 | -64.74 | 222 | -60.98 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2,207,208 | -1.49 | 47,521 | -6.57 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 718 | 0.28 | 17 | 13.33 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 420 | 0.00 | 10 | 11.11 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 14 | 0 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 16,964 | -1.60 | 404 | 3.32 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1,161 | 0.00 | 28 | 12.50 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 37,787 | 2.31 | 900 | 13.21 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 117,919 | -13.87 | 2,810 | 7.46 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 16,076 | 1.10 | 383 | 11.99 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 10,764 | 0.00 | 257 | 10.82 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 43,614 | 28.34 | 1,039 | 42.13 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 57,487 | -0.69 | 1,370 | 9.87 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 231 | 6 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,430 | -8.16 | 34 | 3.03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,113,575 | 230.53 | 50,113 | 265.54 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 2,562 | 0.31 | 61 | 12.96 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 858,887 | 1.94 | 20,467 | 12.83 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 22,529 | -1.94 | 537 | 8.50 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 412,412 | -1.00 | 9,828 | 9.58 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 35,738 | 0.12 | 852 | 10.81 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 90,329 | 74.33 | 2,153 | 93.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 30 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1,160,310 | -0.98 | 27,650 | 9.60 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 8,717 | 213 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 91,443 | -4.98 | 2,179 | 5.21 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 14,929 | 0.00 | 356 | 10.59 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 402 | 0.00 | 10 | 12.50 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 950 | -98.43 | 23 | -98.40 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13,731 | 327 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 18,051 | 0.00 | 430 | 10.82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 989,303 | 9.62 | 23,575 | 21.34 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 235,624 | 1.21 | 5,073 | -4.01 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 8,774 | 0.02 | 209 | 11.17 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 1,084,059 | -0.03 | 23,340 | -5.18 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 189,034 | -49.49 | 5 | -50.00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10,487 | 0.07 | 250 | 10.67 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 103,162 | -1.72 | 2,458 | 8.81 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 23,970 | -9.26 | 571 | 0.53 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 11,276 | 11.60 | 269 | 23.50 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 415,324 | -37.92 | 9,897 | -31.29 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 104,477 | 28.30 | 2,249 | 21.70 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 21,465 | -1.20 | 512 | 9.42 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 624,863 | -0.66 | 14,890 | 9.95 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 260,009 | 2.97 | 6,196 | 13.98 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 12,242 | 0.00 | 292 | 10.65 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 750 | 0.00 | 18 | 6.25 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 23,304 | 0.00 | 555 | 10.78 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 661 | 16 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 600 | -70.44 | 14 | -67.44 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 36,792 | 0.17 | 902 | 14.92 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 72,795 | 19.92 | 1,735 | 32.77 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 27,673 | 6.33 | 1 | |||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 1,176,627 | -1.07 | 28,039 | 9.51 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 18,963 | 0.00 | 452 | 10.54 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 68,052 | 2.22 | 1,622 | 13.12 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 16,381 | 8.18 | 390 | 19.63 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 216 | 0.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61,368 | -48.38 | 1,462 | -42.87 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 290,911 | 0.74 | 6,932 | 11.50 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 23,509 | 0.06 | 560 | 10.89 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 68,768 | -0.79 | 1,639 | 9.79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 338,400 | 110.71 | 8,064 | 133.27 | |||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 3,194,802 | 7.82 | 76,132 | 19.34 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 451,216 | -9.00 | 10,752 | 0.44 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 10,141 | 0 | ||||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 202,687 | -2.59 | 4,830 | 7.84 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 985 | 0.00 | 21 | -4.55 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 37,768 | -91.43 | 900 | -90.51 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 63,686 | 6.76 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 6,047,159 | -4.97 | 144,104 | 5.19 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 99,482 | 2.26 | 2,371 | 13.18 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 113,354 | 5.75 | 2,781 | 20.50 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 629,376 | 15.17 | 14,998 | 27.48 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 180 | 0.00 | 4 | 33.33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 32,944 | 0.09 | 785 | 10.88 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 120,033 | -3.68 | 2,860 | 6.60 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 325,395 | -4.78 | 7,933 | 7.83 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 191,382 | -0.04 | 4,561 | 10.63 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 9,182 | 219 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 928,831 | 3.36 | 22,738 | 17.08 | ||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 11,610 | 0.27 | 277 | 10.84 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 21,696 | 0.00 | 517 | 10.94 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 313,715 | -0.56 | 7,476 | 10.06 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8,612 | 205 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 54,759 | -12.13 | 1,305 | -2.76 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 33,106 | -0.15 | 789 | 10.52 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 137,791 | -6.89 | 3,284 | 3.04 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 852,181 | 2.97 | 20,307 | 13.97 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 47,411 | -0.44 | 1,130 | 10.15 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 1,088,248 | 3.31 | 25,933 | 17.90 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 8,928 | -26.19 | 213 | -18.46 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 19,203 | -26.58 | 458 | -18.83 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 89,666 | 0.42 | 2,137 | 11.13 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 1,400 | -15.92 | 33 | -5.71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 398,870 | -3.16 | 9,505 | 7.20 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 18,385 | 0.00 | 438 | 10.89 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 10,268 | -31.86 | 245 | -24.69 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 41,713 | 10.72 | 1 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 31,200 | -11.99 | 743 | -2.62 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 10,165 | 242 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 519,324 | -9.01 | 12,375 | 0.71 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 202,095 | 189.24 | 4,816 | 220.15 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 61,804 | 7.00 | 1,473 | 18.42 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12,223,396 | 2.71 | 291,284 | 13.68 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 441,861 | 2.97 | 10,530 | 13.96 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 59,392 | 0.04 | 1,415 | 10.72 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 99,655 | 15.69 | 2,375 | 28.05 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 197,131 | -0.02 | 4,698 | 10.65 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13,072 | -11.87 | 312 | -2.51 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 161,937 | -3.43 | 3,859 | 6.87 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 157,823 | -19.85 | 3,761 | -11.30 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 20 | 0 | ||||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 38,475 | 2.09 | 917 | 12.95 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 18,215 | -2.39 | 434 | 8.23 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 10,382 | 0.27 | 247 | 11.26 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 20,313 | -6.02 | 484 | 4.09 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 11,401 | -18.95 | 272 | -10.26 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 22,122 | 527 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,125 | 77 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 5,016 | -0.02 | 120 | 10.19 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 115,304 | 68.02 | 2,748 | 85.99 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 12,881 | 0.30 | 0 | |||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 104,041 | 0.95 | 2,479 | 11.72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 204,510 | 9.83 | 4,873 | 21.55 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 19 | 0 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 147,594 | 3.99 | 3,517 | 15.12 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 19,025 | 4.97 | 453 | 16.15 | ||||
| 2025-05-02 | 13F | Bear Mountain Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Penney Financial, LLC | 104,248 | 257.56 | 2,484 | 296.17 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 87,406 | 118.82 | 2,083 | 142.09 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 43 | -20.37 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 43,053 | 0.00 | 1 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 225,410 | 910.17 | 5,372 | 1,018.96 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 13,446 | 0.00 | 320 | 10.73 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3,666 | 0.27 | 87 | 11.54 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 18,087 | 0.00 | 431 | 10.80 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 18,395 | -1.38 | 438 | 9.23 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 8,753 | 209 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 34,599 | 33.70 | 825 | 47.94 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 109,172 | -1.64 | 2,602 | 8.87 | ||||
| 2025-08-14 | 13F | Acas, Llc | 24,081 | -0.31 | 600 | 15.41 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 58,621 | -4.79 | 1,397 | 5.36 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 1,621 | 0.00 | 39 | 11.76 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 74,307 | 244.88 | 1,771 | 282.29 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 642 | 10.69 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 8,516 | 203 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 128,548 | 7.44 | 3 | 50.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 180 | 17,900.00 | 4 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 321,737 | -10.99 | 7,667 | -1.49 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 11,438 | 0.00 | 273 | 10.57 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 652,952 | 4.54 | 16 | 15.38 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 844,089 | -16.57 | 20,115 | -7.66 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 239,977 | -0.29 | 5,719 | 10.36 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 7,041 | 0.63 | 168 | 11.33 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 121,310 | 17.41 | 2,891 | 29.95 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24,730 | -2.95 | 589 | 7.48 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 2,025,879 | -4.67 | 48,277 | 5.52 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 39,863 | 12.60 | 950 | 24.54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1,000,692 | -0.32 | 23,846 | 10.33 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 87,975 | 0.71 | 2,096 | 11.49 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 32,348 | 5.66 | 771 | 16.84 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1,775 | 0.00 | 42 | 10.53 | ||||
| 2025-04-15 | 13F | Columbia Advisory Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 199,316 | -5.16 | 4,750 | 4.97 | ||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 65,203 | 5.48 | 1,554 | 16.77 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 155,541 | -0.02 | 3,707 | 10.66 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 559,877 | 3.83 | 13,342 | 14.92 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 60 | 0.00 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 28,936 | 690 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 5,310 | 0.00 | 127 | 10.53 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 126,397 | 10.55 | 3,012 | 22.39 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 23,962 | 0.34 | 1 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 9,326 | 0.00 | 222 | 11.00 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 483,046 | -6.43 | 11,511 | 3.56 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 10,577 | 0.12 | 252 | 11.01 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 6,180 | 0.00 | 147 | 10.53 | ||||
| 2025-08-14 | 13F | Betterment LLC | 16,827,398 | -2.47 | 401 | 7.82 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 10,763 | 256 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 227,420 | 4,896 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2,285,320 | 59.52 | 54,459 | 76.57 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 633 | 0.00 | 15 | 15.38 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 263,443 | 1.79 | 6,278 | 12.65 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 16,461 | 2.84 | 392 | 13.95 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 69,277 | 0.00 | 1,651 | 10.66 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 50,194 | -21.92 | 1,196 | -13.52 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Souders Financial Advisors | 98,485 | -18.08 | 2,347 | -9.35 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 25,236 | 0.01 | 601 | 10.68 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6,496,557 | 0.40 | 154,812 | 11.12 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 24,790 | 0.06 | 1 | |||||
| 2025-07-31 | 13F | New Hampshire Trust | 12,798 | 305 | ||||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 1,083,704 | 1.79 | 25,825 | 12.67 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 26,980 | 0.03 | 643 | 10.69 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 34,040 | -0.25 | 811 | 10.49 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 31,046 | -1.72 | 740 | 8.68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 129,657 | -7.74 | 3,090 | -3.17 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 888,459 | 69.98 | 21,172 | 88.14 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 27,748 | 0.00 | 661 | 10.72 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2,289 | 4,138.89 | 55 | 5,300.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 59,087 | -0.07 | 1,408 | 10.60 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 9,219 | 220 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,446 | 0.00 | 34 | 9.68 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 21,114 | 0.00 | 503 | 10.79 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 176,328 | -18.31 | 4,202 | -9.60 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 515,890 | -4.02 | 12,294 | 6.23 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 50,954 | 1,214 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 387,281 | 20.63 | 9,229 | 33.51 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 26,718 | 175.76 | 637 | 205.77 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 55,028 | 0.00 | 1,311 | 10.73 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 116,006 | 15.44 | 2,764 | 27.79 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 385,570 | 1.42 | 9,188 | 12.25 | ||||
| 2025-04-11 | 13F | Northwest Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 509,143 | 3.32 | 12,270 | 21.59 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 100,227 | 1,895.36 | 2,388 | 2,111.11 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,357 | 204.64 | 175 | 224.07 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 40,372 | 7.30 | 1 | |||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 117,334 | -3.74 | 2,796 | 6.55 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 89,525 | -0.07 | 2,133 | 10.63 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 60,584 | 0.97 | 1,444 | 11.77 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 212,462 | -6.17 | 5,062 | 3.86 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 30,253 | -22.55 | 721 | -14.29 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 98,211 | -1.38 | 2,340 | 9.14 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 11,147 | -10.16 | 266 | -0.75 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 451,611 | -64.78 | 10,762 | -61.02 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 568,259 | 15.58 | 13,542 | 27.93 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10,544 | 1.32 | 251 | 12.05 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 86,528 | -1.02 | 2,062 | 9.51 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 66,618 | 3.68 | 1,597 | 15.40 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 13,106 | -50.88 | 312 | -45.64 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 63,388 | 0.49 | 1,511 | 11.19 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 500 | 12 | ||||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 924,085 | -7.97 | 22,021 | 1.85 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 132,600 | 0.00 | 3,160 | 10.69 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 3,530,639 | 0.88 | 84,135 | 11.65 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 39,774 | 0.00 | 948 | 10.63 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 31,420 | 173.57 | 745 | 202.44 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 34,917 | -0.89 | 832 | 9.76 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4,883,682 | -0.20 | 116,378 | 10.46 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 165,124 | 2.71 | 3,935 | 13.24 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 246,343 | -1.55 | 5,870 | 8.97 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 469,414 | -1.61 | 11,186 | 8.91 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 9,600 | 0.00 | 229 | 10.68 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 25,432 | 0.00 | 606 | 10.79 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 761,312 | -0.07 | 18 | 12.50 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2,433 | 0.33 | 58 | 9.62 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 49,560 | -3.76 | 1,181 | 6.59 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 34,106 | 0.03 | 813 | 10.63 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 6,780,272 | 280 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 129 | 11.21 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,651,173 | 5.48 | 63,177 | 16.74 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 492 | 0.00 | 12 | 10.00 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 144,757 | 85.46 | 3,450 | 105.30 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 184,089 | 0.00 | 4,387 | 10.67 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 64,764,324 | 2,295.83 | 2,658 | -95.43 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 9,225 | 220 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 51,473 | 0.04 | 1,227 | 10.75 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 25,591 | -23.29 | 610 | -15.18 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 68,661 | 14.54 | 1,636 | 26.82 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 57,815 | 16.65 | 1,378 | 29.05 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 16,950 | 0.00 | 404 | 10.71 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 27,980 | 45.82 | 667 | 53.46 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 69,581 | 20.01 | 1,658 | 32.85 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 52,392 | -2.96 | 1,248 | 7.40 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 691 | -6.11 | 16 | 6.67 | ||||
| 2025-04-10 | 13F | Columbia Asset Management | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Five Oceans Advisors | 410,381 | -0.10 | 9,779 | 10.57 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 127,912 | -1.81 | 3,048 | 8.70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 691,716 | 7.41 | 16 | 23.08 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 30,000 | 0.00 | 715 | 10.70 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 999,947 | -5.70 | 23,829 | 4.37 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 21,842 | 1.99 | 521 | 12.80 | ||||
| 2025-08-04 | 13F | Balentine LLC | 15,426 | -27.35 | 368 | -19.69 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 44,875 | 0.43 | 1,069 | 11.12 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 241,166 | 0.97 | 5,747 | 11.75 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 8,050 | 192 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 77,555 | 1,848 | ||||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 327,595 | -5.58 | 7,807 | 4.51 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1,084 | 310.61 | 26 | 400.00 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 881,493 | 3.12 | 21,006 | 14.14 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 55,590 | -0.28 | 1,325 | 10.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,769,342 | -5.07 | 42,163 | 5.07 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,133,520 | 4.20 | 50,842 | 15.33 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 11,187 | 0.02 | 267 | 10.83 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 9,010 | 0.00 | 215 | 10.88 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 22,510 | -0.92 | 536 | 9.61 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 96,875 | -11.59 | 2,309 | -2.16 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 43 | -20.37 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 10,716 | -9.68 | 255 | 0.00 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 745,544 | 0.00 | 17,766 | 10.68 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 12,385 | 0.00 | 295 | 10.90 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 196,905 | 0.04 | 4,692 | 10.74 | ||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 184,918 | -1.16 | 4,407 | 9.41 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1,104,339 | -5.02 | 26,316 | 5.13 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 83,335 | -21.78 | 1,986 | -13.43 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 162,204 | 8.47 | 3,865 | 20.07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 354,112 | 123.74 | 8,439 | 147.67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 516,353 | 2.01 | 12,305 | 12.90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 519,812 | 1.09 | 12,387 | 11.90 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 11,725 | 4.45 | 279 | 15.77 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 138 | 3 | ||||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 18,979 | -21.82 | 452 | -13.41 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 11,468 | 0.00 | 273 | 10.98 | ||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 19,563 | -1.12 | 466 | 9.65 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 13,303 | 8.05 | 317 | 19.62 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 12,411 | 0.00 | 296 | 10.49 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 11,200 | 4.16 | 267 | 15.15 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 18,457 | -1.12 | 440 | 9.48 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 47,790 | -0.79 | 1,015 | -7.23 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 16,398 | 391 |
