Mga Batayang Estadistika
| Pemilik Institusional | 1422 total, 1421 long only, 1 short only, 0 long/short - change of 3.19% MRQ |
| Alokasi Portofolio Rata-rata | 1.8171 % - change of -6.48% MRQ |
| Saham Institusional (Jangka Panjang) | 1,317,114,223 (ex 13D/G) - change of 130.91MM shares 11.04% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 31,192,274 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF (US:SCHX) memiliki 1422 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 1,317,598,517 saham. Pemegang saham terbesar meliputi Us Bancorp \de\, Creative Planning, Sei Investments Co, FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class, HBK Sorce Advisory LLC, Moneta Group Investment Advisors Llc, Northwestern Mutual Wealth Management Co, SWYGX - Schwab Target 2040 Index Fund, Sage Financial Group Inc, and SWYMX - Schwab Target 2050 Index Fund .
Struktur kepemilikan institusional Schwab Strategic Trust - Schwab U.S. Large-Cap ETF (ARCA:SCHX) 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 4, 2025 is 25.71 / share. Previously, on September 5, 2024, the share price was 21.65 / share. This represents an increase of 18.77% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 15,686 | 2.08 | 383 | 12.98 | ||||
| 2025-07-14 | 13F | Farmers Trust Co | 39,384 | 0.00 | 963 | 10.70 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 366,285 | -0.34 | 8,952 | 10.30 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 1,252,919 | -9.99 | 30,621 | -0.37 | ||||
| 2025-07-28 | 13F | Essex LLC | 950,382 | -1.95 | 23,227 | 8.53 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 33,526,267 | 1.50 | 819,382 | 12.35 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 68,151 | -1.81 | 1,666 | 8.68 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 4,544,697 | -9.33 | 111,072 | 0.36 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 9,924 | -0.07 | 243 | 10.50 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 45,798 | -7.23 | 1,119 | 2.75 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1,560 | 38 | ||||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 1,010,320 | -1.95 | 24,692 | 8.53 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 18,371 | 0.00 | 449 | 10.62 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 167,407 | 4 | ||||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 136,102 | 6.36 | 3,326 | 17.73 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 3,919 | -11.31 | 96 | -2.06 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2,728 | -8.98 | 60 | -13.04 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 894 | 0.00 | 22 | 10.53 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 15,000 | 0.00 | 367 | 10.57 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,097,527 | -7.90 | 51,264 | 1.94 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 152,802 | -56.82 | 3,757 | -51.92 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 426,335 | 6.28 | 10,420 | 17.65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 26,878 | -1.81 | 657 | 8.61 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 7,622 | 186 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1,749 | 5.81 | 43 | 16.67 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 22,482 | 0.00 | 549 | 10.69 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 17,567 | 9.15 | 429 | 20.85 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 10,206 | -33.48 | 249 | -26.33 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 8,889 | 217 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 367,485 | -12.92 | 8,981 | -3.61 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 221,265 | -6.20 | 5,470 | 5.01 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 263,908 | 0.08 | 6,450 | 10.77 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 678 | 0.00 | 17 | 14.29 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 1,321,308 | -0.02 | 32,293 | 10.66 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 343 | 8 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 0 | 0 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 244,108 | -24.36 | 5,966 | -16.28 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 204,201 | -2.71 | 4,991 | 7.68 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 13,819 | 0.22 | 338 | 10.86 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 102,045 | -1.02 | 2,494 | 9.53 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 378,230 | -2.33 | 9,244 | 8.11 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 13,016 | 1.62 | 318 | 12.77 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,313,067 | 14.21 | 32,002 | 26.06 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 44,823 | 1,095 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,680 | 41 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 3,895,745 | -1.19 | 95,212 | 9.37 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2,567 | -40.52 | 63 | -34.74 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 250,611 | -2.21 | 6,125 | 8.24 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 474,816 | 12.78 | 11,605 | 24.84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 50,013 | -16.44 | 1,222 | -7.49 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 34,128 | 0.00 | 834 | 10.76 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 91,407 | 4.20 | 2,234 | 15.40 | ||||
| 2025-08-25 | NP | SWYDX - Schwab Target 2025 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,250,834 | 1.46 | 177,210 | 12.30 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 67,000 | 0.07 | 1,637 | 10.76 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 34,008 | 96.67 | 831 | 118.11 | ||||
| 2025-08-08 | 13F | Creative Planning | 81,577,917 | -1.31 | 1,993,764 | 9.24 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9,304,081 | 1.33 | 227,392 | 12.16 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13,051 | -30.30 | 319 | -23.00 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 1,449,834 | 1.35 | 35 | 12.90 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 17,838 | 0.00 | 436 | 10.69 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1,635,660 | 1,225.69 | 39,976 | 1,367.51 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 13,850 | -1.36 | 339 | 9.03 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 147,570 | 1.00 | 4 | 0.00 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 737,537 | 25.72 | 18,025 | 39.16 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 29,651 | 2.47 | 725 | 13.48 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 215,915 | 6.99 | 5,277 | 18.40 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 507,238 | 0.07 | 12,397 | 10.76 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 16,685 | 0.31 | 408 | 10.90 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 168,194 | 0.00 | 4,111 | 10.69 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 4,041 | 0.00 | 99 | 10.11 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 10,149 | 0.00 | 248 | 10.71 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,305,338 | -17.98 | 31,902 | -9.21 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 7,070,345 | 1.35 | 172,799 | 12.18 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 430,989 | 0.19 | 10,533 | 10.91 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 14,901 | -3.98 | 364 | 6.43 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 2,728 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 29,141 | -0.14 | 712 | 10.56 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 43,449 | 0.00 | 1,063 | 10.74 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1,319 | 32 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 13,589 | -17.81 | 332 | -9.04 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 14,782 | 0.29 | 361 | 11.08 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 62,780 | -3.03 | 1,534 | 7.35 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 16,840 | -18.56 | 412 | -9.87 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 101,060 | -5.37 | 2,470 | 4.71 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 9,859 | -5.84 | 241 | 3.90 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 8,254 | 2.43 | 202 | 13.56 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 9,066 | 222 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14,286,701 | 1.97 | 349,167 | 12.87 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 14,068 | 51.96 | 344 | 68.14 | ||||
| 2025-04-29 | 13F | Calamos Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9,822 | 0.06 | 240 | 11.11 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 187,157 | -17.07 | 4,574 | 114,250.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 654,506 | 1.54 | 15,996 | 12.40 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 9,322 | 1.34 | 228 | 11.82 | ||||
| 2025-08-15 | 13F | U S Wealth Group, Llc. | 224,267 | 1.14 | 5,481 | 11.95 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 20,682 | 0.00 | 505 | 10.75 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 13,512 | 0.41 | 330 | 11.11 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 139,125 | 3,400 | ||||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 1,320,728 | -0.29 | 32 | 10.34 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 13,521 | 330 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 8,457 | 40.95 | 0 | |||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 159,817 | -3.66 | 3,906 | 6.64 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 28,299 | 0.00 | 692 | 10.74 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 22,842 | -37.72 | 558 | -31.03 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 1,081,687 | -4.27 | 26,436 | 5.96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 473,814 | 9.94 | 11,580 | 21.70 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 808,868 | -27.30 | 19,769 | -19.52 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 93,216 | -4.13 | 2,278 | 12.38 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 13,800 | 0.00 | 337 | 10.86 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28,848 | -10.69 | 705 | -1.12 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 1,207,947 | 0.84 | 29,522 | 11.62 | ||||
| 2025-08-25 | NP | SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 894,444 | -0.37 | 21,860 | 10.29 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 23,941 | -2.05 | 585 | 8.53 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 846 | -56.88 | 21 | -53.49 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 237 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 74,718 | -20.99 | 1,826 | -12.55 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,222,780 | -93.49 | 29,885 | -92.79 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 78,284 | -0.44 | 1,913 | 10.20 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 532,143 | 13,006 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 80,118 | -1.89 | 1,958 | 8.60 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 1,351,106 | 0.90 | 33,021 | 113,765.52 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 49,292 | -5.40 | 1,234 | 6.47 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 471,543 | -0.27 | 11,525 | 10.38 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 57,868 | 5.72 | 1,414 | 17.05 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 617,821 | -0.31 | 15,100 | 10.35 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 9,369 | -1.91 | 229 | 8.57 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 13,954 | 0.06 | 341 | 11.07 | ||||
| 2025-04-14 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1,864,340 | -1.81 | 46 | 9.76 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11,912 | 2.44 | 291 | 13.67 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 19,013 | -2.71 | 464 | 7.66 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 28,600 | 0.00 | 699 | 10.62 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 14,202 | 0.00 | 347 | 10.86 | ||||
| 2025-08-25 | NP | SWYGX - Schwab Target 2040 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,825,428 | 4.37 | 606,733 | 15.52 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 8,523 | 208 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 154,716 | 23.88 | 3,938 | 43.90 | ||||
| 2025-08-25 | NP | SWYEX - Schwab Target 2030 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,046,860 | 3.86 | 514,385 | 14.96 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 12,049 | 294 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10,299 | 0.00 | 253 | 15.00 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 38,200 | -6.40 | 934 | 3.55 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 978 | 0.00 | 24 | 9.52 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 221,924 | 0.11 | 5,424 | 10.81 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1,316,693 | -0.39 | 32,180 | 10.25 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 267,073 | -12.17 | 6,527 | -2.79 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 11,478 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 8,772 | 214 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 219,964 | -1.94 | 5,376 | 8.52 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 119,737 | -3.09 | 2,926 | 7.26 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 107,112 | 0.12 | 2,618 | 10.80 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 130,566 | -1.00 | 3,191 | 9.58 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 17,962 | 38.95 | 442 | 54.20 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 272,680 | -1.15 | 6,664 | 9.43 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 968,329 | 7.26 | 24 | 21.05 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,448 | 0.00 | 60 | 9.26 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 507 | 0.00 | 12 | 9.09 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 970,357 | 49.21 | 23,716 | 65.16 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 22,437 | 0.30 | 548 | 11.16 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 9,466 | 0.01 | 234 | 12.50 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 9,884 | 0.00 | 242 | 10.55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 768,166 | -1.26 | 18,774 | 9.29 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1,308,401 | -1.18 | 32,357 | 15.93 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10,943 | -0.05 | 267 | 10.79 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 3,667,400 | -5.96 | 80,426 | -13.60 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 602,502 | 0.00 | 14,894 | 6.42 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 2,702,200 | -7.73 | 59,665 | -12.11 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 44,500 | -10.71 | 1,088 | -1.18 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8,729 | 213 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27,340 | 8.80 | 668 | 20.58 | ||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Phocas Financial Corp. | 102,081 | -0.47 | 2,495 | 10.16 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 12,906 | -47.08 | 315 | -41.45 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 16,950 | 1.77 | 414 | 12.81 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18,731,019 | 0.26 | 457,786 | 10.98 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 144,078 | 3.75 | 3,521 | 19.28 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 8,765 | -24.62 | 214 | -16.41 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 4,158 | 0.00 | 102 | 10.99 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 18,126 | -9.78 | 443 | -0.23 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 9,627 | -19.12 | 235 | -10.31 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 285,956 | 2.35 | 6,989 | 13.29 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 382,862 | 29.28 | 9,357 | 36.32 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,043,038 | 0.87 | 147,692 | 11.66 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 11,661 | -25.56 | 285 | -17.68 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 259,421 | 1.04 | 6,340 | 11.86 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 21,026 | -23.55 | 514 | -15.49 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 10,116 | -6.63 | 247 | 3.35 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 134,920 | 141.71 | 3,297 | 167.61 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 17,830 | 0.08 | 436 | 10.69 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 13,104 | 0.11 | 320 | 10.73 | ||||
| 2025-08-12 | 13F | Main Management LLC | 456 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 9,978 | 21.56 | 244 | 34.25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,689,581 | -3.48 | 66 | 6.56 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 31,343 | -1.31 | 766 | 9.27 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 3,453 | 0.00 | 84 | 10.53 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 56,099 | 22.41 | 1,371 | 35.61 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 1,288 | 32 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 492,590 | 0.04 | 12,039 | 10.72 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 270,486 | 6.43 | 6,611 | 17.80 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 15,852 | 0.00 | 387 | 10.57 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 122,113 | 0.22 | 2,984 | 10.93 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 1,564,224 | 0.46 | 38,230 | 11.20 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 387,519 | 3,376.44 | 388 | 57.32 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 59,285 | -0.63 | 1,449 | 9.95 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 32,970,303 | 5.55 | 805,794 | 16.83 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8,527 | 208 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 38,188 | -5.26 | 1 | |||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 40,097 | 0.00 | 980 | 10.62 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 30,429 | 0.00 | 744 | 10.73 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 13,958 | -1.52 | 341 | 9.29 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 19,448 | -3.68 | 475 | 6.74 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 37,971 | 0.00 | 928 | 10.74 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 9,789 | 1.91 | 239 | 12.74 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 43,553 | 2.18 | 1,064 | 13.07 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 573,102 | -6.31 | 14,007 | 3.70 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 70,985 | -8.34 | 1,735 | 1.40 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 191,297 | -26.72 | 4,675 | -18.88 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 6,608 | 19.21 | 161 | 31.97 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 10,660 | 8.34 | 261 | 19.82 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9,628,895 | -2.49 | 235,327 | 7.94 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 12,951 | 5.90 | 317 | 17.04 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 38,304 | -5.10 | 936 | 5.05 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 8,759 | 29.59 | 219 | 46.31 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 291,116 | -0.54 | 7,115 | 10.09 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 133,130 | 0.24 | 3,254 | 10.95 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 27,186 | -8.09 | 664 | 1.68 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 15,864 | -19.61 | 388 | -11.03 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 749,449 | 11.95 | 18,317 | 23.92 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 126,876 | 8.81 | 3,101 | 20.44 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 10,937 | 267 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 91,408 | 2.27 | 2,234 | 13.23 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 18,878 | -1.39 | 461 | 9.24 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 441 | 0.00 | 11 | 11.11 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 100,598 | -21.77 | 2,459 | -13.42 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 128,125 | 0.24 | 3,131 | 10.95 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1,550,228 | 2.78 | 37,888 | 13.77 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 17,761 | 434 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 156,798 | 3.71 | 3,832 | 14.80 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 33,618 | -0.08 | 822 | 10.65 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 18,597 | -19.06 | 455 | -10.45 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 826 | 20 | ||||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11,544 | -7.97 | 282 | 2.17 | ||||
| 2025-08-27 | NP | FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class | 34,267,279 | -10.46 | 837,492 | -0.89 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 17,790 | 0.02 | 435 | 10.71 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1,233,593 | -2.17 | 30,149 | 8.29 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 26,696 | 1.39 | 652 | 12.22 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 26,897 | 36.25 | 657 | 43.76 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 428,714 | 1.08 | 9,466 | -3.71 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 10,296 | 0.00 | 252 | 10.57 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2,123 | 0.00 | 52 | 10.87 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 6,232,397 | 1.71 | 152,320 | 12.58 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6,597 | -40.40 | 161 | -34.02 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 46,101 | 1,127 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 122,300 | 2,989 | ||||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 35,076 | 25.13 | 857 | 38.67 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,125 | -65.00 | 52 | -63.57 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 10,778 | 14.93 | 263 | 28.29 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 42,369 | -2.23 | 1,035 | 8.26 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 2,343,626 | 1.53 | 57,278 | 12.38 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 17,694 | 0.00 | 432 | 10.77 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 316,520 | -69.80 | 7,736 | -66.57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 25,760 | 0.17 | 630 | 10.93 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 48,880 | 0.53 | 1,195 | 11.28 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 796,286 | 8.90 | 19,461 | 20.55 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 26,640 | -0.33 | 651 | 10.34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,271,620 | 14.11 | 31,078 | 26.31 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 84,637 | -0.60 | 2,069 | 10.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 73,902 | -7.79 | 1,806 | 2.09 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 91,241 | 2,230 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 40,000 | 38 | ||||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 312,507 | -0.83 | 8 | 16.67 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 10,898 | 266 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 13,035 | 1.50 | 319 | 12.37 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 9,129 | 0.00 | 223 | 10.95 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1,507,013 | 2.75 | 37,856 | 16.32 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 11,443 | -1.48 | 284 | 10.55 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 97,638 | 2,386 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 206,127 | 0.89 | 5,038 | 11.69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51,800 | 56.97 | 1,266 | 73.76 | |||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 1,209,607 | -22.42 | 29,563 | -14.13 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 44,899 | -4.81 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 19,393 | -94.29 | 474 | -93.69 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 21,374 | 0.03 | 522 | 10.83 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 6,846 | 0.00 | 151 | -4.43 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 7,300 | -0.91 | 178 | 9.88 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 837,468 | -16.77 | 20,468 | -7.88 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 45,047 | -1.64 | 1,101 | 8.80 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 8,340 | 204 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 66,265 | -0.13 | 1,463 | -4.88 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 26,379 | 0.24 | 663 | 13.94 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 84,656 | 11.55 | 2,069 | 23.46 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 957,527 | 0.14 | 23,402 | 10.84 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3,050,134 | -2.20 | 74,545 | 8.25 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 41,843 | 22.19 | 1,023 | 35.19 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 12,690 | 310 | ||||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 237,395 | -6.22 | 5,802 | 3.79 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 11,137 | -29.73 | 272 | -22.06 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 29,770 | 0.00 | 728 | 10.65 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 90,673 | -0.86 | 2,216 | 9.76 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 25,651 | -14.21 | 627 | -5.15 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 96,563 | 2,360 | ||||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 94,377 | -7.11 | 2,307 | 2.90 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 464,620 | 0.01 | 11,355 | 10.70 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 29,859 | 0.00 | 1 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 290,332 | -3.11 | 7,096 | 7.24 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 111,619 | 1.58 | 2,728 | 12.41 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 22,206 | 0.00 | 543 | 10.61 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 114,401 | -14.82 | 2,796 | -5.73 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10,546 | -24.60 | 258 | -16.56 | ||||
| 2025-05-13 | 13F | Elm Partners Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 10,721 | 262 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 47,591 | 0.00 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 404,893 | 2.70 | 9,896 | 13.67 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 2,581,836 | -19.68 | 63,100 | -11.09 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 737,542 | -4.01 | 18,026 | 6.25 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 150,067 | -10.86 | 3,668 | -1.32 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 11,208 | 274 | ||||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 17,382 | 0.27 | 425 | 10.99 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 88,562 | 0.26 | 2,164 | 10.97 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 9,816 | 0.00 | 240 | 10.65 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3,106,087 | 3.13 | 75,913 | 14.15 | ||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 75,195 | 6.68 | 1,838 | 18.06 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 69,965 | -17.54 | 1,710 | -8.76 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 276,008 | -17.89 | 6,746 | -9.11 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 48,441 | 4.55 | 1,184 | 15.64 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2,739 | 0.29 | 67 | 10.00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 8 | 100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 10,856 | 0.00 | 265 | 10.88 | ||||
| 2025-08-14 | 13F | Acas, Llc | 17,468 | -1.94 | 446 | 13.78 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 930,860 | 0.56 | 22,750 | 11.31 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 57,775 | 25.28 | 1,412 | 38.70 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 24,270 | 0.00 | 593 | 10.22 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 24,783 | 739.25 | 606 | 18.86 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 187,840 | -13.10 | 4,591 | -3.81 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 903 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 90,691 | -21.42 | 2,216 | -13.03 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 12,786 | 0.24 | 312 | 11.03 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 35,661 | 0.00 | 872 | 10.67 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2,665 | 9.13 | 65 | 16.07 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 160 | 4 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 27,843 | 0.00 | 680 | 10.75 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 18,256 | 0.37 | 446 | 11.22 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,546 | 0 | ||||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 14,173 | 0.00 | 346 | 10.90 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 92,240 | 5.84 | 2,293 | 19.18 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 1,304,009 | -7.95 | 31,870 | 1.88 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 79,984 | 161.46 | 2 | |||||
| 2025-06-16 | 13F | Peterson Wealth Management | 13,320 | 0.00 | 294 | -4.55 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 430,465 | -8.66 | 10,521 | 1.11 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 551,647 | 12.97 | 13 | 30.00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 868,268 | 3.43 | 21,220 | 117,788.89 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,836 | 45 | ||||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 1,248,091 | 7.30 | 30,503 | 18.77 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 34,723 | 1.07 | 849 | 11.87 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,998,568 | -2.75 | 73,285 | 7.65 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 29,293 | -8.08 | 716 | 1.71 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 26,143 | 9.69 | 639 | 21.29 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 119 | 3 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 16,207 | -59.86 | 396 | -55.56 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 187,049 | 0.29 | 4,571 | 11.00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 112,700 | 0.48 | 2,787 | 17.89 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 27,373 | -86.42 | 669 | -84.97 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | SWYFX - Schwab Target 2035 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,626,146 | 4.83 | 479,663 | 16.04 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 43,201 | -15.68 | 1,056 | -6.72 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 91,552 | -3.63 | 2,238 | 1.59 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 660 | 0.00 | 16 | 7.14 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,025 | 0.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 29,757 | 0.00 | 727 | 10.65 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 785,387 | 2.30 | 19,195 | 13.23 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 173,031 | -4.02 | 4,229 | 6.23 | ||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 16,927 | 0.36 | 414 | 11.02 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1,210,748 | 13.69 | 29,591 | 25.83 | ||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 8,953 | -2.40 | 219 | 7.92 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 17,187 | 420 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 48,010 | 1.10 | 1,181 | 12.60 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 39,765 | -0.81 | 972 | 9.72 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 284,909 | 32.41 | 6,963 | 46.56 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 218,534 | -0.31 | 5,341 | 10.33 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 16,800 | 0.00 | 411 | 10.81 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 1,076,569 | -12.54 | 26,311 | -3.19 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 2,136 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 279 | 0.36 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 104,618 | 14.19 | 2,557 | 25.73 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 63 | 2 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 30,772 | -28.22 | 749 | -20.51 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1,050 | 26 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 10,843 | -1.48 | 265 | 9.05 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 44,401 | 5.94 | 1,085 | 17.30 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 18,162 | 13.71 | 444 | 25.85 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 17,100 | 0.00 | 418 | 10.61 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 23,878 | 0.00 | 1 | |||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 804,893 | 32 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 43,257 | 0.02 | 1,057 | 10.80 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 212,215 | 71.64 | 5,187 | 89.96 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dravo Bay Llc | 36,953 | -26.21 | 1,188 | 7.71 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1,379,250 | -0.40 | 33,709 | 10.25 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 449,003 | -4.35 | 10,974 | 5.88 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 9,206 | 225 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 155,532 | 506.79 | 3,801 | 572.74 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 455,693 | 0.52 | 11,137 | 11.27 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 79,388 | -1.98 | 1,940 | 8.50 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 22,860 | 559 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 21,848 | -0.42 | 534 | 10.12 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 93,000 | 0.00 | 2,273 | 10.67 | ||||
| 2025-08-04 | 13F | Balentine LLC | 2,349 | 0.00 | 57 | 11.76 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 40,792 | 4.49 | 997 | 15.68 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1,390 | 0.22 | 34 | 10.00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 23,990 | 0.00 | 586 | 10.78 | ||||
| 2025-08-14 | 13F | Betterment LLC | 18,749,171 | 41.77 | 458 | 56.85 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 9,657 | 1.81 | 236 | 12.92 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dagco, Inc. | 4,500 | 0.00 | 110 | 10.10 | ||||
| 2025-05-29 | 13F | Apeiron RIA LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 64,390 | -4.32 | 1,574 | 5.93 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 101,162 | 4.48 | 2,472 | 15.68 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 17,799 | 12.64 | 435 | 25.00 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 32,648 | 15.68 | 798 | 27.93 | ||||
| 2025-08-25 | NP | SWYHX - Schwab Target 2045 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,223,518 | 5.84 | 420,943 | 17.15 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 2,949,522 | 0.29 | 72,086 | 11.01 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 10,228 | 0.19 | 250 | 10.67 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 91,506 | -3.01 | 2,236 | 7.35 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 339,139 | 83.29 | 8,499 | 108.03 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 85,608 | 0.00 | 2,092 | 10.69 | ||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 14,021 | 1.19 | 343 | 12.13 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 1,421,169 | -3.88 | 34,733 | 6.39 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 18,429 | -0.10 | 450 | 10.57 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 37,807 | 6.96 | 924 | 18.46 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27,821,337 | 13.65 | 679,953 | 25.80 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 592,045 | 4.56 | 14,470 | 15.73 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 206,159 | -1.83 | 5,039 | 8.67 | ||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 53,037 | -2.54 | 1,296 | 7.91 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 79,392 | -1.05 | 1,940 | 9.54 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 9,388 | 229 | ||||||
| 2025-08-12 | 13F | Sherwood Financial Partners, LLC | 1,434,888 | -1.73 | 35,069 | 8.77 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 15,288 | 0.00 | 374 | 10.68 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 8,662 | -10.00 | 212 | -0.47 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 13,551 | 0.21 | 331 | 11.07 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 334,765 | -17.86 | 8,182 | -9.08 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 31,783 | 0.11 | 777 | 10.70 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 8,424 | 206 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 142,624 | -21.26 | 3,486 | -12.85 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1,967 | -20.94 | 48 | -11.11 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 59,386 | -3.76 | 1,451 | 6.53 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 691,015 | -10.00 | 16,888 | -0.38 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 85,005 | 0.31 | 2,078 | 11.01 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 16,578 | -43.96 | 405 | -37.98 | ||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 13,756 | -9.83 | 336 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 11,616 | 0.00 | 284 | 1.07 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 35,108 | 4.04 | 1 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 96,534 | -5.58 | 2,359 | 4.52 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 499,667 | -0.02 | 12,212 | 10.66 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 26,275 | -34.31 | 642 | -27.29 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 3,312 | 0.00 | 81 | 9.59 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 92,695 | -1.46 | 2,265 | 9.05 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 62,036 | 27,108.77 | 2 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 93,762 | 31.96 | 2,292 | 46.11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,071 | -25.75 | 71 | -21.98 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 126,233 | 443.62 | 3,085 | 502.54 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2,633 | 0.00 | 64 | 10.34 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 20,792 | 0.00 | 508 | 10.68 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 65,014 | -1.65 | 1,589 | 8.84 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 45,455 | 6.98 | 1 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 14,802 | -35.16 | 362 | -28.37 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 142,148 | 0.06 | 3,474 | 10.78 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 69,563 | 0.66 | 1,700 | 11.48 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 49,631 | 19.88 | 1,213 | 32.60 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 525,977 | -3.05 | 12,855 | 7.31 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 339,425 | -2.12 | 8,296 | 8.35 | ||||
| 2025-08-07 | 13F | Nwam Llc | 20,538 | 1.52 | 516 | 15.70 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 2,031 | 0.00 | 50 | 11.36 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 366,480 | -2.57 | 8,957 | 7.85 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 1,746,011 | -3.63 | 42,673 | 6.67 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 21 | -98.50 | 1 | -100.00 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 22,274 | 0.00 | 544 | 10.79 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1,212,311 | -6.23 | 29,629 | 3.79 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 47,301 | -2.44 | 1,156 | 8.04 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 823 | -17.20 | 20 | -4.76 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 77,080 | -2.40 | 1,884 | 8.03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 557,853 | 2.43 | 13,634 | 13.38 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 230,410 | -0.58 | 5,631 | 10.04 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 86,011 | -0.92 | 2,102 | 9.71 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 114,365 | -2.23 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 8,011 | 0.29 | 196 | 10.80 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 16,882 | 0.01 | 413 | 10.75 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 83,589 | 0.34 | 2,043 | 11.04 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 28,435 | 0.89 | 695 | 11.58 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 872,599 | 8.02 | 21,326 | 19.57 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 1,180,127 | 3.72 | 28,842 | 14.81 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 278,331 | -0.22 | 6,802 | 10.44 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 40,248 | 18.08 | 984 | 30.72 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,616,185 | 53.80 | 39,500 | 70.24 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 15,566 | 0.30 | 380 | 10.47 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 161,704 | 0.00 | 3,952 | 10.70 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 17,696 | 1.32 | 433 | 12.21 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 6,107 | -0.67 | 149 | 10.37 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 77,799 | -0.02 | 1,901 | 10.65 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 52,403 | 11.56 | 1,281 | 23.43 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 94,865 | -0.70 | 2,318 | 9.91 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 180,361 | -30.80 | 4,408 | -12.40 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 50,269 | 10.21 | 1,228 | 21.95 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 125 | -83.93 | 3 | -82.35 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 77,830 | -0.17 | 1,902 | 10.52 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 173,468 | -1.57 | 4,240 | 8.94 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 891,227 | 1.22 | 21,782 | 12.04 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 8,220 | 201 | ||||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 274,107 | -2.50 | 6,699 | 7.93 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 10,176 | 13.83 | 249 | 25.89 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,090,452 | 53.04 | 26,651 | 69.40 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 1,636,106 | 311.07 | 39,986 | 355.01 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 194,411 | -0.04 | 4,751 | 10.64 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 2,070,029 | 2.58 | 50,592 | 13.54 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 20,879 | 0.00 | 511 | 10.63 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 573,497 | 13,294 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 196,736 | -2.01 | 4,808 | 8.46 | ||||
| 2025-07-17 | 13F | SWS Partners | 308,640 | 1.28 | 7,543 | 12.11 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 240,302 | 0.68 | 5,873 | 11.44 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 399,692 | 3.83 | 9,768 | 14.93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 136,312 | -39.36 | 3,331 | -32.87 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 17,440 | -15.50 | 426 | -6.37 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 12,054 | 0.55 | 295 | 11.36 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 67,983 | -0.85 | 1,662 | 9.71 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 138 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 435,237 | 0.29 | 10,637 | 11.01 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 810 | 0.00 | 20 | 11.76 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 10,262 | 251 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 405 | 0.50 | 10 | 12.50 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 82,388 | 0.55 | 2,014 | 11.28 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 59,339 | 139.55 | 1,450 | 165.57 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 320,492 | -3.59 | 7,833 | 6.70 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 178,884 | -7.00 | 4,372 | 2.94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 40,514 | -39.66 | 990 | -34.52 | ||||
| 2025-08-08 | 13F | Pioneer Trust Bank N A/or | 18,000 | 0.00 | 440 | 10.58 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 799,030 | 18.96 | 20 | 35.71 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2,308,056 | 2.27 | 56,409 | 13.20 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 42,222 | -7.16 | 1,032 | 2.69 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 9,127 | 223 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 187,677 | 1.51 | 4,587 | 12.37 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 94,106 | -0.84 | 2,300 | 9.74 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 17,049 | -3.30 | 417 | 6.94 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 10,497 | 0.00 | 257 | 10.34 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 136,023 | 3,324 | ||||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 15,346 | 0.14 | 375 | 10.95 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 25,599 | -32.48 | 626 | -25.33 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 249,841 | 0.00 | 6,106 | 10.70 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 158,153 | -0.30 | 3,865 | 10.37 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 16,104 | -2.42 | 394 | 7.97 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 111,076 | -2.09 | 2,715 | 8.39 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 29,203 | 3.47 | 714 | 14.45 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 484,915 | 2,373.30 | 20 | -95.60 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 18 | 0 | ||||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 26,034 | 0.00 | 636 | 10.80 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,600,372 | -9.33 | 136,873 | 0.37 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 1,046,726 | 3,877.07 | 25,582 | 4,302.93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,439,747 | -2.35 | 279,587 | 8.09 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 129,047 | 70.31 | 3,154 | 88.46 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 148,779 | 1.95 | 3,636 | 12.85 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 126,942 | 0.00 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 13,815 | 338 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 58,848 | 25.71 | 1,438 | 39.21 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 9,170 | 0.22 | 224 | 10.89 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 90,667 | 0.08 | 2,216 | 10.75 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 30,773 | -11.51 | 752 | -1.96 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 220,148 | 0.47 | 5,380 | 11.20 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 346,728 | 0.71 | 8,474 | 11.49 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 69,071 | -3.99 | 1,689 | 6.23 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 9,266 | -44.91 | 226 | -39.08 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 697,746 | -1.07 | 17,053 | 9.50 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1,344 | 33 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 92,386 | -1.10 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 8,478 | 207 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 11,979 | -41.09 | 300 | -31.89 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 29,250 | 0.00 | 715 | 10.70 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 20,147 | -3.18 | 493 | 7.41 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1,297,177 | -2.80 | 31,703 | 7.59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 63,624 | 1,555 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 62,684 | 0.43 | 1,532 | 11.10 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 22,340 | 26.48 | 546 | 40.10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,724,173 | 6.04 | 188,779 | 17.37 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 57,960 | 1,417 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 506,127 | -1.41 | 12,370 | 9.12 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 197,229 | -2.07 | 4,820 | 8.41 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 130,640 | 0.00 | 3,193 | 10.68 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 4,726,458 | 2.01 | 115,515 | 12.92 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 71,603 | 12.24 | 1,750 | 24.22 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 107,095 | -0.17 | 2,617 | 10.52 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 230,710 | -1.78 | 5,639 | 8.72 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 14,172 | 0.00 | 346 | 10.90 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 101,913 | 308.40 | 2,491 | 352.73 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 10,660 | 0.30 | 261 | 11.11 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 12,336 | 0.00 | 301 | 10.66 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 6,335,445 | 2.49 | 154,838 | 13.94 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 73,718 | -8.15 | 1,802 | 1.64 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 39,296 | 2.34 | 960 | 13.34 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 89,805 | -7.20 | 2,195 | -2.18 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 32,715 | 0.19 | 722 | -4.50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,943,043 | 1.19 | 47,488 | 12.01 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 415,339 | 1.35 | 10,151 | 12.18 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 60,898 | -1.54 | 1,488 | 9.01 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 71,862 | 0.00 | 1,756 | 10.72 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 293,323 | 15.60 | 7,169 | 27.95 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 662,805 | -0.56 | 16 | 14.29 | ||||
| 2025-07-24 | 13F | Eastern Bank | 11,952 | -12.05 | 292 | -2.67 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 1,543,164 | -2.84 | 37,715 | 7.54 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 18,800 | 0.00 | 459 | 10.60 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | Short | -484,294 | -10,621 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 790,010 | 28.12 | 19,308 | 41.81 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 95,711 | 2.81 | 2,339 | 13.82 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 342,814 | 11.83 | 8,378 | 23.79 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 541,186 | -0.03 | 13,227 | 10.66 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 424,364 | 21.43 | 10,371 | 34.41 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 17,208 | -1.21 | 421 | 9.38 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 118,695 | 1.94 | 2,901 | 12.84 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 79,540 | 1.39 | 1,944 | 12.18 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 425,566 | -88.74 | 10,401 | -87.54 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 116,293 | -0.03 | 2,842 | 10.67 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 271,426 | -19.30 | 6,640 | -10.67 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 8,205 | 201 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 18,135 | -0.08 | 443 | 10.75 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9,807 | -7.35 | 240 | 2.58 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 108,687 | -0.62 | 2,656 | 10.02 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 20,878 | 5.82 | 510 | 17.24 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 247,992 | 9.14 | 6,061 | 20.79 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 55,354 | -2.68 | 1,353 | 7.73 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 84,986 | 125.82 | 2,077 | 150.24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 434,792 | 747.83 | 10,626 | 838.69 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 373,488 | 9,128 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 34,944 | 0.13 | 854 | 10.91 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 541,026 | -20.00 | 13,223 | -11.45 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 278,875 | -10.15 | 6,816 | -0.55 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 242,746 | -19.38 | 5,933 | -10.77 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 68,586 | 0.00 | 1,514 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,302,510 | -0.58 | 31,833 | 10.05 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 12,544 | 1.41 | 311 | 28.10 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 833,995 | -0.37 | 20,383 | 10.27 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1,903,860 | 48.50 | 46,530 | 64.37 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 2,855,136 | 8.58 | 69,780 | 20.19 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 386,347 | 13.16 | 9,442 | 25.26 | ||||
| 2025-08-14 | 13F | Raine Group LLC | 363,465 | 0.19 | 8,883 | 10.90 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 63,470 | 0.00 | 1,551 | 10.71 | ||||
| 2025-05-09 | 13F | Ball & Co Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A | 496,705 | -24.92 | 12,139 | -16.90 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 13,100 | -0.91 | 320 | 9.97 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 1,203,290 | 4.51 | 29,408 | 15.69 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 43,374 | 50.03 | 1,060 | 66.14 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8,369 | 205 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 3,570 | 87 | ||||||
| 2025-07-15 | 13F | Gpwm Llc | 295 | 0.00 | 7 | 16.67 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 149,253 | -4.39 | 3,648 | 0.80 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,341,089 | 1.12 | 57,216 | 11.92 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 53,964 | 16.70 | 1,319 | 29.09 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,469,586 | -7.48 | 60,357 | 2.41 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2,002,549 | -2.32 | 48,942 | 8.12 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 48,603 | -6.75 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 520,886 | 5.36 | 12,730 | 16.63 | ||||
| 2025-08-12 | 13F | Marietta Investment Partners Llc | 37,602 | -2.98 | 919 | 7.37 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 150 | -54.68 | 4 | -57.14 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 1,793,917 | 3.52 | 43,843 | 14.58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 191,864 | 11.60 | 4,689 | 23.52 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 24,347 | 26.52 | 1 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 49,360 | 0.01 | 1,206 | 10.74 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 24,187 | -81.72 | 591 | -79.77 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 300 | 0.00 | 7 | 16.67 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 153,721 | -0.41 | 3,757 | 10.21 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 44,577 | 0.00 | 1,089 | 10.67 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 10,351 | -4.02 | 253 | 5.88 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 23,712 | 580 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 297,807 | -1.35 | 7,278 | 9.20 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 69,935 | 0.28 | 1,709 | 11.05 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 152,450 | -4.91 | 3,726 | 5.26 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 14,100 | 0.00 | 345 | 10.61 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 11,218 | 274 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1,621,940 | -25.90 | 39,641 | -17.97 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 43,186 | 24.55 | 1,055 | 37.91 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 100,563 | -1.53 | 2,458 | 9.01 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 93,013 | -1.11 | 2,273 | 9.49 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 77,073 | 0.02 | 1,884 | 10.70 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 35,289 | 0.00 | 862 | 10.65 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 10,604 | 0.01 | 259 | 10.68 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 1,331,049 | -1.93 | 32,531 | 8.55 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 37,406 | -25.26 | 943 | -6.36 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 31,661 | 1 | ||||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Northern Oak Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 1,557,780 | 8.65 | 38,072 | 20.26 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13,151 | -0.96 | 321 | 9.56 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 17,021 | 0.00 | 416 | 10.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 385,983 | -0.46 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 19,762 | 10.61 | 483 | 22.34 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 2,509 | 1,844.96 | 61 | 2,950.00 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 15,522 | 0.06 | 379 | 10.82 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 22,653 | 2.52 | 554 | 13.55 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 21,726 | 2.85 | 531 | 13.73 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 1,036,958 | -4.04 | 25,343 | 6.22 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 30,440 | 3.28 | 744 | 14.31 |
