Mga Batayang Estadistika
| Pemilik Institusional | 950 total, 950 long only, 0 short only, 0 long/short - change of 3.70% MRQ |
| Alokasi Portofolio Rata-rata | 0.5734 % - change of -4.75% MRQ |
| Saham Institusional (Jangka Panjang) | 278,257,819 (ex 13D/G) - change of -1.30MM shares -0.47% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 7,638,628 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF (US:SCHM) memiliki 950 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 278,257,819 saham. Pemegang saham terbesar meliputi Financial Engines Advisors L.L.C., Creative Planning, HighTower Advisors, LLC, Northwestern Mutual Wealth Management Co, Moneta Group Investment Advisors Llc, Advisory Alpha, LLC, Cerity Partners LLC, Wealth Enhancement Advisory Services, Llc, Legacy Wealth Management, Inc, and JMG Financial Group, Ltd. .
Struktur kepemilikan institusional Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF (ARCA:SCHM) 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 29.85 / share. Previously, on September 6, 2024, the share price was 25.97 / share. This represents an increase of 14.94% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 11,794 | 12.07 | 331 | 20.00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 113,334 | 0.62 | 3,239 | 9.80 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 337,024 | 1.26 | 9,454 | 8.41 | ||||
| 2025-05-15 | 13F | FinDec Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 285 | 11.76 | 8 | 16.67 | ||||
| 2025-05-02 | 13F | Slow Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 191,950 | 5,384 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 311,541 | -1.36 | 8,739 | 5.61 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 99,869 | -17.67 | 2,801 | -11.86 | ||||
| 2025-07-28 | 13F | Essex LLC | 627,815 | 8.29 | 17,610 | 15.93 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 623,877 | -1.02 | 17,500 | 5.97 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 24,918 | 6.78 | 699 | 14.24 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3,298,197 | 14.72 | 92,514 | 22.82 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 390,363 | 2.50 | 10,950 | 9.74 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1,287 | 36 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 2,550 | 0.00 | 72 | 7.58 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 39,187 | 1.48 | 1,099 | 8.70 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 230,526 | 5.16 | 6,466 | 12.59 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 11,167 | 0.03 | 313 | 7.19 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 499,240 | -0.06 | 14,004 | 7.00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 2,640 | 0.00 | 74 | 7.25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,991,592 | -17.55 | 55,864 | -11.73 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 18,471 | -0.30 | 518 | 6.80 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20,077 | -1.95 | 563 | 5.04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 29,026 | -70.02 | 814 | -67.90 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1,289,997 | 3.78 | 36,184 | 11.11 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 10,780 | 310 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 70,872 | -1.39 | 1,988 | 5.52 | ||||
| 2025-07-22 | 13F | Asset Planning Services Inc /la/ /adv | 18,521 | -1.04 | 1 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 7,772 | 0.05 | 218 | 6.90 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,824 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 85,890 | 141.78 | 2,409 | 159.03 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 25,319 | -0.70 | 710 | 6.29 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 14,546 | -11.55 | 408 | -5.12 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,921 | -4.62 | 54 | 1.92 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 275,138 | -3.74 | 7,718 | 3.06 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,522 | 351.63 | 115 | 1,325.00 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 46,295 | -4.05 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 31,490 | -7.54 | 883 | -0.34 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 81,946 | 1.32 | 2,299 | 8.45 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 129,991 | -11.63 | 3,646 | -5.37 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 738 | -16.33 | 21 | -13.04 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 32,831 | -4.56 | 921 | 2.11 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 43,278 | -1.77 | 1,214 | 5.11 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 9,252 | 0.00 | 260 | 7.02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 98,084 | -5.62 | 2,751 | 1.07 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 82,003 | -7.37 | 2,300 | -0.82 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 84,584 | -3.02 | 2,455 | 7.91 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 273 | 0.00 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 12,706 | -6.61 | 356 | 0.00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 393,765 | -3.95 | 11,045 | 2.84 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 308,116 | 3.08 | 8,643 | 10.36 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 82,377 | -2.72 | 2,311 | 4.15 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 53,643 | 10.60 | 1,451 | 22.14 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 3,048 | 0.00 | 85 | 7.59 | ||||
| 2025-04-23 | 13F | Williams Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 18,648 | 0.89 | 523 | 8.06 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 518,427 | 1.31 | 14,542 | 8.47 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 35,378 | 160.19 | 992 | -12.13 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 7,428 | 208 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1,323 | 0.00 | 37 | 8.82 | ||||
| 2025-08-01 | 13F | First National Trust Co | 7,893 | 0.00 | 221 | 7.28 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 221,951 | 0.78 | 6 | 20.00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 55,658 | -15.60 | 1,561 | -9.61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11,437 | -13.71 | 321 | -7.78 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 38,249 | 16.57 | 1,073 | 24.80 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 7,971 | 0.00 | 224 | 7.21 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 158,593 | -1.51 | 4,449 | 5.43 | ||||
| 2025-04-29 | 13F | Calamos Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 6,469 | 181 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 7,079 | 0.00 | 199 | 7.03 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 345,072 | -0.15 | 9,679 | 6.90 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 688,642 | 25.97 | 19,316 | 34.86 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,273,241 | 37.09 | 63,582 | 46.47 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 4,952 | 0.00 | 139 | 6.98 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 28,631 | -1.72 | 803 | 5.24 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 35,816 | 28.03 | 1 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 101,920 | 99.06 | 2,859 | 113.12 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 60,276 | -4.10 | 1,691 | 2.67 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 10,130 | 0.00 | 284 | 7.17 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 104,038 | -2.20 | 2,918 | 4.70 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 13,506 | 0.36 | 379 | 7.39 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 161 | 0.00 | 5 | 33.33 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 19,584 | 15.90 | 549 | 24.21 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 8,043 | 0.02 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2,004 | 0.00 | 56 | 7.69 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 46,161 | -1.29 | 1,295 | 5.63 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1,244,807 | 0.21 | 34,917 | 7.29 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 101,998 | 0.80 | 2,861 | 7.92 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 126 | 0.00 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 29,603,590 | 2.37 | 830,381 | 9.60 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 13,539 | 0.16 | 380 | 7.06 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 47,021 | 2.17 | 1,319 | 9.38 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 12,874 | 0.04 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 14,681 | -3.50 | 412 | 3.27 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 63,380 | 0.00 | 1,661 | 0.00 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10,583,782 | 5.40 | 296,875 | 12.84 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 46,099 | -3.01 | 1,293 | 3.86 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 46,233 | 0.02 | 1,297 | 7.02 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 17,920 | -1.67 | 503 | 5.24 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 36,051 | 0.04 | 1,011 | 7.10 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 46,317 | 0.17 | 1,299 | 7.27 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 193,220 | -2.66 | 5,420 | 4.21 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,155 | 12.20 | 88 | 20.55 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 63,508 | 24.26 | 1,781 | 33.01 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 148,703 | -6.53 | 4,171 | 104,175.00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 40,032 | 1,123 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 117,566 | -0.49 | 3,298 | 6.53 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 16,986 | 0.00 | 476 | 6.97 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 328,645 | 6.57 | 9,219 | 14.10 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 445,594 | 3.27 | 12,499 | 10.55 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 59,199 | 11.24 | 1,661 | 19.08 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1,374 | 39 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 22,676 | 0.02 | 636 | 7.25 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 21,519 | -3.04 | 612 | 4.44 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 13,581 | 381 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 780 | 0.39 | 22 | 5.00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 591 | 0.00 | 17 | 6.67 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 15,213 | -1.43 | 427 | 5.45 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 183,852 | -1.42 | 5,157 | 8.71 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 7,237 | 203 | ||||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 38,914 | 0.00 | 1,092 | 7.07 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 67,445 | -72.82 | 1,947 | -70.06 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 37,806 | 1.35 | 1,060 | 8.50 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 67,308 | 1,888 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 16,052 | -9.61 | 450 | -3.23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 90,008 | 7.81 | 2,525 | 15.41 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 21,831 | 157.81 | 612 | -11.18 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 91,559 | 17.55 | 2,568 | 25.88 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 268,540 | 1.05 | 7,533 | 8.19 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 57,349 | -0.12 | 1,609 | 6.91 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,337 | 38 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 20,922 | 0.08 | 587 | 7.13 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 44,684 | 3.16 | 1,253 | 10.49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 560,658 | 15.47 | 15,726 | 23.62 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 70,447 | -0.94 | 1,976 | 6.07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22,902 | -21.51 | 642 | -15.97 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 40,592 | -0.34 | 1,139 | 6.65 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 540,858 | 9.86 | 15,171 | 17.61 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,663 | 0.00 | 243 | 7.08 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 91,340 | -13.70 | 2,562 | -7.61 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 725 | 20 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,263 | -70.66 | 63 | -68.81 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 53,336 | 0.36 | 1,496 | 7.47 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 89,249 | 1.58 | 2,503 | 8.73 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 24,690 | 693 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 782,977 | -5.82 | 21,962 | 0.83 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 40,450 | 0.00 | 1,135 | 7.49 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 17,100 | 0.00 | 480 | 6.92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 946,333 | -81.62 | 26,545 | -80.32 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 9,513 | 0.00 | 267 | 6.83 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 19,217 | 47.49 | 539 | 58.06 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 144,463 | 0.33 | 4,052 | 7.42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 62,295 | -28.31 | 1,747 | -27.42 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 37,542 | 0.00 | 1,053 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 153,340 | -33.73 | 4,301 | -29.05 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 49,496 | -51.61 | 1,388 | -48.21 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 14,485 | 4.58 | 406 | 12.15 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 63,230 | 1.32 | 1,774 | 8.44 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 108 | 0.00 | 3 | 50.00 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 21,825 | -4.43 | 1 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 13,078 | 0.28 | 367 | 7.33 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10,064 | 282 | ||||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 169,298 | 2.78 | 4,749 | 10.03 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 7,297 | 205 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 13,784 | 38.66 | 0 | |||||
| 2025-04-21 | 13F | L.m. Kohn & Company | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 103,682 | 652.25 | 2,908 | 705.54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 101,195 | 2,839 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 26,882 | 15.68 | 775 | 30.25 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 52,493 | 0.55 | 1,472 | 7.68 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 7,335 | 206 | ||||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 21,685 | 0.00 | 617 | 13.24 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 35,007 | -0.36 | 982 | 6.63 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 293,304 | -39.29 | 8,227 | -35.01 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 37,047 | 0.24 | 1,039 | 7.33 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 342,440 | -13.10 | 9,605 | -6.96 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 6,709 | 0.04 | 188 | 7.43 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 141 | 4 | ||||||
| 2025-04-17 | 13F | Stockman Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 34,650 | 0.00 | 972 | 7.06 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 119,240 | 1.88 | 3,345 | 9.07 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 15,862 | -0.26 | 445 | 6.73 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 74,987 | -2.71 | 2,103 | 4.16 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 13,001 | 1.86 | 365 | 8.98 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 122,680 | 10.60 | 3,441 | 18.41 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 543,478 | -2.29 | 15,245 | 4.61 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 11,399 | 4.84 | 327 | 15.14 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 28,446 | 0.00 | 745 | -5.46 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 60,362 | -2.35 | 1,693 | 4.57 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 472,086 | 9.50 | 13,242 | 17.24 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 28,007 | -0.72 | 786 | 6.22 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 396 | 0.00 | 11 | 10.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2,682 | 0.00 | 75 | 7.14 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1,591 | -26.14 | 0 | |||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 36,230 | -1.28 | 1,016 | 5.72 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 170,395 | 1,121.56 | 4,780 | 1,209.32 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 138,064 | -2.68 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,200 | -79.78 | 258 | -78.36 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53,440 | 1,499 | ||||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 470,248 | 0.52 | 13,355 | 3.74 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 497,433 | 4.67 | 13,953 | 12.06 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 12,077 | -10.09 | 346 | 5.81 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 681,674 | 4.71 | 19,121 | 12.11 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 96,648 | -4.86 | 2,711 | 1.84 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 23,687 | -1.00 | 664 | 6.07 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 271,481 | 13.37 | 7,612 | 21.35 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 325,797 | -2.31 | 9,139 | 7.76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,492 | -4.95 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 7,896 | 0.00 | 221 | 7.28 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 831,548 | -7.65 | 23,325 | -1.14 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 311,471 | 2.34 | 8,737 | 9.57 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 18,411 | 0.00 | 516 | 7.05 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 9,710 | -3.30 | 272 | 3.42 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 129,739 | -2.29 | 3,639 | 4.63 | ||||
| 2025-08-12 | 13F | Pring Turner Capital Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 23,727 | 0.01 | 666 | 7.09 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,797,612 | -1.79 | 166,449 | 7.62 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 6,013 | 0.37 | 169 | 7.69 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 32,407 | -0.18 | 909 | 6.94 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 555 | 0.00 | 16 | 7.14 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 554,828 | 4.51 | 15,563 | 11.88 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 12,109 | 0.05 | 340 | 6.94 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 21,727 | -0.61 | 609 | 6.47 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 227,463 | 2.80 | 6,380 | 10.06 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 12,081 | -3.32 | 339 | 3.36 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 26,817 | -0.50 | 752 | 6.52 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 60,961 | -22.74 | 1,710 | -17.32 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12,449 | -87.37 | 349 | -86.48 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56,518 | 2.29 | 1,585 | 9.54 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 147,175 | -3.64 | 4,245 | 8.38 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1,608,649 | 0.85 | 45,123 | 7.97 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 76,395 | -16.49 | 2,143 | -10.60 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 174 | 0.00 | 5 | 0.00 | ||||
| 2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 493,789 | -4.67 | 13,851 | 2.06 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 88,670 | 174.72 | 2,487 | 178.19 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 19,793 | 28.51 | 555 | 37.72 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12,141 | 26.88 | 341 | 36.00 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 11,920 | 1.06 | 334 | 8.09 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | ETF Store, Inc. | 50,718 | 5.89 | 1,423 | 13.40 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8,157 | 0.41 | 229 | 7.55 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 23,363 | 0.86 | 655 | 8.09 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 329,615 | 4.17 | 9,246 | 11.52 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,064 | -14.07 | 226 | -7.76 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 2,172 | 1.02 | 61 | 7.14 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 237,959 | 78.21 | 6,675 | 90.79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 848,323 | 24.73 | 24 | 35.29 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2,991 | 0.00 | 84 | 6.41 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 4,316 | 0.40 | 121 | 8.04 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 52,431 | -1.14 | 1,471 | 5.83 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,995 | -72.59 | 56 | -71.05 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 5,115 | 0.00 | 143 | 6.72 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 155,302 | -5.33 | 4,356 | 1.35 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,780,735 | -1.40 | 49,950 | 5.56 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 48,452 | -2.57 | 1,359 | 4.38 | ||||
| 2025-05-05 | 13F | Souders Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9,465,593 | 6.77 | 265,510 | 14.31 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8,006 | -37.30 | 225 | -32.93 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 26,848 | 0.35 | 753 | 7.57 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 30,012 | 0.00 | 842 | 7.00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 24,981 | 17.46 | 701 | 25.67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27,051 | 46.61 | 759 | 57.14 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 16,662 | 0.00 | 467 | 7.11 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 52,088 | -6.54 | 1,461 | 0.07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,773,495 | 11.94 | 49,747 | 19.84 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 17,859 | 501 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 33,625 | 6.36 | 943 | 13.89 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 41,000 | 0.00 | 1,150 | 7.08 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 90,793 | -11.06 | 2,547 | -4.79 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 28,543 | -39.27 | 801 | -35.01 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 102,700 | 97,709.52 | 2,881 | 143,900.00 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 1,668 | 0.00 | 47 | 9.52 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 171 | 5 | ||||||
| 2025-08-13 | 13F | Farnam Financial LLC | 8,880 | 0.00 | 249 | 7.33 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 26,282 | 0.03 | 737 | 7.12 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 57,885 | -0.08 | 1,624 | 6.99 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 19,328 | -16.99 | 542 | -11.15 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 35,007 | -8.39 | 982 | -2.00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 91,506 | 0.03 | 2,567 | 7.10 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 36,410 | -15.34 | 1,021 | -9.33 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 294 | 0.00 | 8 | 14.29 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 11,605 | 4.80 | 326 | 12.07 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 10,495 | 294 | ||||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 157,214 | -0.23 | 4,410 | 6.81 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 9,455 | 265 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 2,135,799 | -2.37 | 59,909 | 4.52 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 54 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 479,644 | -0.60 | 13,454 | 6.42 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1,302 | 0.00 | 37 | 5.88 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 48,121 | 1,350 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 17,106 | 0.05 | 480 | 7.16 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 446,089 | 36.66 | 12,513 | 46.30 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 18,467 | 8.82 | 518 | 16.44 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 174 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11,116 | -0.13 | 312 | 6.87 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 360 | 0.00 | 10 | 11.11 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 28,720 | -0.21 | 806 | 6.76 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 13,231 | -12.19 | 371 | -5.84 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 63,459 | 0.00 | 1,780 | 7.10 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 29,712 | 0.00 | 833 | 7.07 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 10,197 | 286 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 950,167 | -1.88 | 26,652 | 5.05 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 136,082 | 9.12 | 3,817 | 16.84 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 54,356 | -4.58 | 1,525 | 2.14 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 241 | 0.42 | 7 | 0.00 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 7,047 | 202 | ||||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 9,810 | 0.00 | 275 | 7.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 314,685 | 3.35 | 8,827 | 10.64 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 79,784 | -22.81 | 2,238 | -17.36 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 13,528 | 2.67 | 379 | 9.86 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 266,503 | -6.16 | 7,475 | 0.47 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2,908,580 | -3.08 | 81,586 | 3.77 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 32,424 | 5.33 | 909 | 12.78 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12,170 | 4.10 | 341 | 11.44 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 110,106 | -2.50 | 3,088 | 4.39 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 116,217 | 0.00 | 3,260 | 7.06 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9,086 | -44.07 | 255 | -31.72 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 26,442 | 0.00 | 742 | 1.23 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 26,203 | 0.00 | 735 | 7.00 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 7,846 | 1.45 | 220 | 8.91 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 24,261 | -9.11 | 636 | -14.07 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 243,219 | 5.09 | 6,822 | 12.52 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 9,189 | 0.00 | 258 | 7.08 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 300 | 8 | ||||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 76,922 | 0.10 | 2,158 | 7.15 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 8,373,700 | 14.70 | 234,882 | 22.84 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 244,746 | 1.90 | 6,865 | 9.09 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 11,865 | 0.36 | 333 | 7.44 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 58,134 | -2.92 | 1,631 | 3.95 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 4,181,932 | -0.50 | 117,303 | 6.52 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,122 | -68.61 | 31 | -66.67 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 204 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 170,354 | -49.42 | 5 | -50.00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 369 | -12.56 | 10 | -9.09 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 250,000 | 8,333,233.33 | 7,012 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 67,830 | -29.09 | 1,777 | -32.94 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 20,681 | 17.37 | 580 | 25.81 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 122,133 | -0.80 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 4,302 | 0.00 | 121 | 7.14 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 89,830 | 9.65 | 2,520 | 17.38 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2,530 | 71 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 86,135 | -7.58 | 2,416 | -1.02 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 72,095 | 16.52 | 2,022 | 24.74 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 991 | 0.41 | 28 | 8.00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 389,628 | 2.35 | 10,929 | 9.59 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 24,525 | 0.00 | 688 | 7.01 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 111,088 | -0.12 | 3,116 | 6.97 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 159,478 | -3.81 | 4,473 | 2.99 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,569 | -6.17 | 251 | -11.35 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 6,642 | 0.00 | 186 | 6.90 | ||||
| 2025-08-14 | 13F | Fmr Llc | 106,392 | -7.56 | 2,984 | -1.03 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 371,948 | -4.53 | 10,433 | 2.22 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1,408,203 | -9.43 | 39,500 | -3.03 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2,154 | -2.45 | 60 | 5.26 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 8,106 | -0.06 | 227 | 7.08 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 10,484 | -0.22 | 294 | 6.91 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 3,500 | -8.50 | 98 | -2.00 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 25,750 | -0.52 | 722 | 6.49 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 85,110 | -27.55 | 2,387 | -22.42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 780,586 | 7.39 | 22,731 | 19.86 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9,453 | 0.08 | 265 | 7.29 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 355,721 | -7.29 | 9,978 | -0.75 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6,003,923 | -13.09 | 168,410 | -6.95 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 35,265 | -11.43 | 924 | -19.04 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7,554 | -91.54 | 212 | -90.98 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 18,540 | 0.00 | 520 | 7.22 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 28,712 | -8.83 | 752 | -13.76 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 15,550 | -26.29 | 436 | -21.01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 108,431 | -1.01 | 3,041 | 6.00 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 31,922 | 145.97 | 1 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 35,096 | -1.06 | 984 | 5.92 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 14,193 | 398 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,029 | 0.00 | 29 | 7.69 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 21,115 | 0.10 | 592 | 7.25 | ||||
| 2025-04-14 | 13F | CJM Wealth Advisers, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 19,161 | -6.56 | 537 | 0.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 115,751 | 36.36 | 3 | 50.00 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 26,468 | -0.18 | 742 | 6.92 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 446,152 | 0.69 | 12,515 | 7.80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40,105 | 212.81 | 1,125 | 235.52 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 205 | -4.21 | 0 | |||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 142,313 | 3,992 | ||||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 121,311 | 2.13 | 3,403 | 9.32 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 39,212 | -18.16 | 1,002 | -74.24 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 58,183 | -3.56 | 1,632 | 3.29 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 11,126 | 0.00 | 234 | 6.85 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 165,884 | -10.42 | 4,653 | -4.08 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 40,182 | 9.12 | 1,127 | 16.91 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 107,176 | -1.23 | 3,006 | 5.74 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 59,266 | -5.95 | 1,662 | 0.73 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2,130 | 60 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 10,637 | 0.53 | 298 | 7.58 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 411,685 | -11.35 | 11,548 | -5.10 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 39,495 | 10.52 | 1 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1,898 | 4.40 | 53 | 12.77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,479 | 54.06 | 41 | 64.00 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 49,594 | -15.67 | 1,268 | -73.47 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 31,797 | -28.71 | 892 | -23.72 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 208,079 | -2.45 | 5,837 | 4.44 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 52,059 | 0.00 | 1,460 | 7.12 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 46,453 | -16.38 | 1,303 | -10.45 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 | 0 | ||||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 13,965 | 0.00 | 392 | 7.12 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 101,744 | -6.74 | 3 | 0.00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 625,653 | -0.79 | 17,550 | 6.21 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 66 | 0.00 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 19,918 | -1.84 | 559 | 5.08 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 50,642 | -32.38 | 1,421 | -27.62 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 21,228 | 2.26 | 595 | 9.58 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 50,516 | -12.56 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 99 | -94.05 | 3 | -95.35 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 251,852 | -5.38 | 7,064 | 1.31 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 49,725 | 11.32 | 1,395 | 19.15 | ||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 37,500 | 0.00 | 1,052 | 7.03 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 55,104 | 17.03 | 1,546 | 25.30 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 60 | -97.80 | 2 | -98.59 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 18,009 | -26.29 | 505 | -21.09 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 143,803 | 5.45 | 4,034 | 12.91 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 17,037 | 478 | ||||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 36,486 | -7.95 | 1,023 | -1.45 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 885 | 25 | ||||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 56,788 | 9.24 | 1,593 | 16.89 | ||||
| 2025-08-14 | 13F | Acas, Llc | 63,796 | -1.70 | 1,867 | 12.33 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 677,169 | 8.81 | 18,995 | 16.48 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 53,968 | 3.38 | 1,514 | 10.68 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 252,474 | 6.82 | 7,082 | 14.36 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 39,676 | -8.03 | 1,113 | -1.59 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 16,082 | 44.83 | 451 | 55.52 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 8,774 | -45.97 | 246 | -42.12 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 628,255 | -5.84 | 17,623 | 0.81 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 31,136 | 1.86 | 873 | 9.13 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 11,343 | 18.08 | 318 | 26.69 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 334,624 | 0.54 | 9,386 | 7.64 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 13,214 | -10.53 | 371 | -4.15 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 180,601 | 1.25 | 5,066 | 8.39 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 16,396 | -37.56 | 460 | -33.28 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 73,570 | 198.41 | 2,064 | 219.84 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40,404 | -1.05 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 348,034 | 5.58 | 9,762 | 13.04 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 309 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Kmt Wealth Management, Llc | 10,179 | 0.00 | 286 | 7.14 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 11,739 | 329 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 197 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 58,122 | 0.44 | 1,630 | 7.52 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 201,359 | -1.17 | 5,648 | 5.83 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 12,689 | -14.83 | 365 | -6.67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,088 | 44.49 | 0 | |||||
| 2025-08-11 | 13F | North Forty Two & Co. | 41,680 | 2.08 | 1,169 | 9.35 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 244,765 | -2.25 | 6,866 | 4.65 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 108,164 | -2.39 | 3,034 | 4.51 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 5,905 | 166 | ||||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 21,990 | -1.35 | 617 | 5.66 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2,124 | 0.00 | 60 | 7.27 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4,247 | 3.79 | 119 | 11.21 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,914 | 1.55 | 138 | 8.73 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 132,788 | -4.57 | 3,725 | 2.17 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 108,740 | -11.39 | 3,050 | -5.13 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 247,077 | -10.54 | 6,931 | -4.23 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 11,735 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 13,134 | 0.00 | 368 | 6.98 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 2,109 | 0.00 | 59 | 7.27 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 37,881 | -8.46 | 1,063 | -2.03 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 29,230 | 11.97 | 820 | 19.91 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 29,497 | 0.31 | 827 | 7.40 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2,743 | 2.66 | 77 | 8.57 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2,406 | 3.62 | 67 | 11.67 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 7,634 | -0.01 | 214 | 7.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 638 | 0.31 | 18 | 6.25 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 20,793 | 0.03 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 6 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 143,041 | -10.70 | 4,012 | -4.39 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 80,989 | -1.13 | 2,272 | 5.82 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 36,559 | 38.96 | 1,025 | 48.77 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 30,255 | 0.00 | 867 | 17.64 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 293,288 | 5.71 | 8,227 | 13.17 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 53,876 | 1,511 | ||||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 16,554 | -2.90 | 464 | 4.04 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 9,071 | 0.00 | 254 | 7.17 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 75,144 | -3.34 | 2,108 | 3.49 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 44,372 | 407.34 | 1,245 | 15.40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 110,633 | 33.79 | 3,103 | 43.26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 694 | 31.19 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 23,297 | -3.47 | 653 | 3.32 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 325,882 | -2.68 | 9,141 | 4.18 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 426 | -54.05 | 12 | -54.17 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 75,562 | -23.22 | 2,120 | -22.30 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 34,200 | 0.00 | 959 | 7.03 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 611,333 | 2.84 | 17,148 | 10.10 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 559 | 16 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68,533 | -95.75 | 2 | -97.87 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 21,686 | -4.09 | 608 | -2.88 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WP Advisors, LLC | 40,822 | 0.36 | 1,145 | 7.51 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 34 | -99.70 | 1 | -100.00 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 12,735 | 0.00 | 364 | 14.51 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 236,356 | 2.74 | 6,630 | 22.90 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 87,152 | 23.96 | 2,445 | 32.75 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 90,766 | 59.69 | 2,546 | 70.92 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 389,788 | -38.58 | 10,934 | -34.24 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 86,532 | 2,427 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8,247 | 231 | ||||||
| 2025-07-16 | 13F | Old Port Advisors | 10,073 | -0.29 | 283 | 6.82 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15,976 | 0.33 | 448 | 7.43 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9,282 | 0.00 | 264 | 8.23 | ||||
| 2025-04-16 | 13F | Ferguson Wellman Capital Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 191,307 | -15.39 | 5,366 | -9.42 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 261,445 | 12.20 | 7,334 | 20.13 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 13,175 | 0.24 | 370 | 7.27 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 89,944 | -0.50 | 2,523 | 6.50 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 350 | -46.73 | 10 | -47.06 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 8,150 | 0.33 | 229 | 7.55 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 7,875 | 0.00 | 221 | 6.80 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 6 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13,927 | -27.88 | 389 | -22.97 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 9,810 | -9.83 | 275 | -3.51 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 11,879 | 0.36 | 333 | 7.42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 136,828 | 16.71 | 3,838 | 24.98 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17,831 | 21.82 | 500 | 30.55 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 8,424 | -2.55 | 236 | 4.42 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 46,211 | -79.66 | 1,296 | -78.23 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 7,680 | 0.00 | 215 | 6.97 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1,456,130 | 92 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 40,017 | -1.39 | 1,122 | 5.55 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 5,184 | 0.00 | 145 | 7.41 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 41,462 | 60.45 | 1,163 | 71.79 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 24,690 | 693 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 383,617 | -44.97 | 11 | -44.44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 60,368 | 546.68 | 1,693 | 593.85 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 7,566 | 4.14 | 212 | 11.58 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 255,934 | 0.81 | 7,179 | 7.92 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 26,635 | -4.08 | 747 | 2.75 | ||||
| 2025-08-04 | 13F | Balentine LLC | 114 | 0.00 | 3 | 50.00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18,687 | 0.22 | 524 | 7.38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 208,455 | -16.61 | 6 | -16.67 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1,728 | 0.00 | 48 | 6.67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 183,608 | 16.84 | 5 | 25.00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 9,517 | 0.00 | 267 | 9.92 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 20,382 | 0.00 | 572 | 6.93 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 272,675 | 2.97 | 7,649 | 10.23 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 7,390 | 207 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,197,497 | -10.39 | 61,640 | -4.07 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 3,948 | -1.30 | 111 | 5.77 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 94,182 | -1.51 | 2,642 | 5.43 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 94,923 | -17.58 | 2,663 | -11.77 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,458 | -4.46 | 209 | 2.45 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 61,672 | 0.01 | 1,730 | 7.06 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 145 | 4 | ||||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 38,479 | -19.19 | 1,079 | -13.47 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 14,997 | 0.00 | 421 | 7.14 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 25,428 | 94.58 | 723 | 111.40 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 143,819 | -1.21 | 4,034 | 5.77 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 9,572 | 4.48 | 268 | 11.67 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 90,254 | -6.00 | 2,532 | 0.64 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 784,723 | 1.67 | 22,011 | 8.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16,283 | 106.58 | 457 | 121.36 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 76,718 | 4.45 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10,272,223 | 25.25 | 288,136 | 34.09 | ||||
| 2025-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 89,537 | -1.89 | 2,512 | 12.96 | ||||
| 2025-08-12 | 13F | Sherwood Financial Partners, LLC | 520,046 | 1.96 | 14,587 | 9.17 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 121,596 | 3,966.76 | 3 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 480 | 0.00 | 13 | 8.33 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 34,154 | -4.28 | 958 | 2.57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,562 | -33.29 | 268 | -28.53 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 723 | 0.00 | 20 | 11.11 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 20,571 | -3.92 | 577 | 3.04 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 504,124 | 3.94 | 14,141 | 11.28 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 56,433 | 0.19 | 1,583 | 7.25 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 35,930 | 9.12 | 1,008 | 16.82 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 34,389 | -8.01 | 965 | -1.53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 213,256 | 38.25 | 5,982 | 48.00 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 7,340 | -8.40 | 206 | -1.91 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1,026,491 | -5.30 | 28,793 | 1.38 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 60,846 | -1.12 | 1,707 | 5.83 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 135,474 | 0.09 | 3,800 | 7.16 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 42,145 | 1,168 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 28,149 | -4.06 | 1 | |||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 24,340 | -1.02 | 683 | 5.90 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 129,297 | 6.52 | 3,627 | 14.03 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23,558 | -5.19 | 661 | 1.38 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 127,483 | 0.35 | 3,576 | 7.42 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 149,437 | -7.71 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 456 | 0.00 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 92,257 | 149.86 | 2,588 | 167.53 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 136,461 | -0.98 | 3,900 | 8.03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 29,140 | 0.07 | 817 | 7.22 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 88,693 | 23.51 | 2,488 | 32.22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 123,576 | 2,033.93 | 3,466 | 2,195.36 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 514,169 | 11.52 | 14,422 | 19.40 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 24,648 | -8.53 | 691 | -2.12 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,337,235 | 1.24 | 37,509 | 8.39 | ||||
| 2025-08-07 | 13F | Nwam Llc | 29,338 | 10.02 | 848 | 21.35 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 85,469 | 44.15 | 2,397 | 54.35 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 111,569 | -2.15 | 3,130 | 4.75 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1,410 | -81.03 | 40 | -79.90 | ||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 6,181 | -18.93 | 158 | -74.64 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 31,655 | 5.65 | 888 | 21.84 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 13,694 | -1.06 | 384 | 6.08 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 25,761 | 40.49 | 723 | 50.42 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 65,776 | -2.26 | 1,845 | 4.65 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 68,729 | -0.25 | 1,928 | 6.76 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 126,749 | -0.33 | 3,555 | 6.72 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 172,087 | 5.39 | 4,828 | 12.83 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 33,166 | 5.80 | 930 | 13.28 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 57,427 | -7.52 | 1,611 | -0.98 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 57,929 | -0.43 | 1,625 | 6.56 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 651 | 0.00 | 18 | 5.88 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17,715 | 124.44 | 497 | 140.78 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 66,966 | 0.00 | 1,878 | 7.07 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 188,453 | -1.31 | 5,286 | 5.78 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 24,879 | 0.48 | 698 | 7.56 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 11,383 | 0.36 | 319 | 7.41 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 26,779 | 9.89 | 751 | 17.71 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 31,715 | -2.53 | 890 | 4.34 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 15,702 | -68.40 | 440 | -66.21 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 47,547 | -3.58 | 1,334 | 3.25 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 100,136 | -1.22 | 3 | 0.00 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 14,900 | 0.00 | 418 | 6.92 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 27,710 | -14.96 | 777 | -8.91 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 276,453 | -3.60 | 7,755 | 3.21 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 465 | 0.00 | 13 | 8.33 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 10,143 | -7.62 | 285 | -1.05 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 153,828 | -13.65 | 4,315 | -7.56 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7,515 | 211 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 14,481 | 411 | ||||||
| 2025-07-15 | 13F | Cordant, Inc. | 1,089 | 0.00 | 31 | 7.14 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 64,821 | 1,818 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 102,229 | 1.69 | 2,868 | 8.89 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 53,464 | -2.81 | 1,500 | 4.02 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 35,041 | 267.73 | 983 | 294.38 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 155,743 | 1.85 | 4,369 | 9.04 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 34,022 | 2.56 | 954 | 9.78 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 26,940 | -78.52 | 756 | -77.02 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 621,438 | 19.14 | 17,431 | 27.56 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,702 | -2.08 | 0 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 54,659 | -0.46 | 1,559 | 18.03 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 5,760 | 0.00 | 162 | 7.33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 30,385 | 1.09 | 852 | 8.26 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 40 | 1 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 138 | 4 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 8,100 | 0.04 | 227 | 7.08 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35,803 | -50.67 | 1,004 | -47.19 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 443,080 | 4.33 | 12,428 | 11.70 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 9,654 | 0.00 | 271 | 7.14 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 160,526 | -15.52 | 4,503 | -9.56 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 5,426 | 0.00 | 152 | 7.04 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 384,713 | 3.16 | 10,791 | 10.44 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,819 | -37.83 | 360 | -33.52 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 763 | 21 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 486,504 | -2.43 | 13,646 | 4.45 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 14,213 | -2.72 | 399 | 4.19 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 650,802 | 4.91 | 18,255 | 12.32 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 502 | 25,000.00 | 14 | |||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 22,653 | 3.17 | 635 | 10.43 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 65,091 | -0.10 | 1,826 | 6.91 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 61,525 | 2.15 | 1,726 | 9.32 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 78,409 | -10.83 | 2,199 | -4.52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17,962 | 0.07 | 504 | 7.02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 355,046 | -17.15 | 9,959 | -11.29 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 350,577 | -0.77 | 9,834 | 6.23 | ||||
| 2025-07-29 | 13F | Creekside Partners | 142,555 | 12.96 | 3,999 | 20.93 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 375 | 0.00 | 11 | 11.11 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 691,444 | 3.40 | 19,395 | 10.70 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 12,164 | 0.00 | 341 | 7.23 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 959,860 | 3.93 | 26,924 | 11.27 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 7,512 | 211 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 849,087 | 0.21 | 23,817 | 7.28 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 102 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4,099 | 115 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39,235 | -6.27 | 1,101 | 0.46 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 25,200 | -1.00 | 707 | 6.01 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 91,242 | -3.42 | 2,559 | 3.39 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 54,230 | -3.04 | 1,521 | 3.82 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 14,759 | -0.69 | 414 | 6.43 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 74,145 | 13.20 | 2 | 100.00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 462,320 | 6.81 | 12,968 | 14.36 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 160,615 | -0.81 | 4,505 | 6.20 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16,289 | -6.18 | 457 | 0.44 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 27,271 | -3.27 | 765 | 3.52 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 11,943 | 2.74 | 335 | 9.87 | ||||
| 2025-08-14 | 13F | Beck Mack & Oliver Llc | 9,167 | 0.00 | 257 | 7.08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 38,610 | 0.51 | 1,083 | 7.65 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 9,000 | 0.00 | 252 | 7.23 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 31,899 | -5.46 | 1 | |||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 1,079,465 | 2.71 | 30,279 | 9.96 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 11,480 | 0.01 | 322 | 7.33 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 3,000 | 0.00 | 84 | 7.69 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 19,415 | 545 | ||||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 25,696 | -3.51 | 721 | 2.86 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 36,567 | -0.55 | 1,026 | 6.44 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 216 | -56.10 | 6 | -50.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 83,791 | -55.17 | 2,350 | -52.01 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 225,594 | -1.71 | 6,328 | 5.22 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 50,112 | 1,406 | ||||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 7,722 | 0.00 | 217 | 6.93 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 397,225 | -7.60 | 11,142 | -1.07 |
