Mga Batayang Estadistika
| Pemilik Institusional | 1181 total, 1179 long only, 0 short only, 2 long/short - change of 0.08% MRQ |
| Alokasi Portofolio Rata-rata | 0.3040 % - change of -7.23% MRQ |
| Saham Institusional (Jangka Panjang) | 64,860,013 (ex 13D/G) - change of 0.38MM shares 0.58% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 9,455,000 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR S&P Dividend ETF (US:SDY) memiliki 1181 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 64,860,013 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Raymond James Financial Inc, LPL Financial LLC, Joel Isaacson & Co., LLC, Royal Bank Of Canada, Wells Fargo & Company/mn, Ameriprise Financial Inc, UBS Group AG, and Jpmorgan Chase & Co .
Struktur kepemilikan institusional SPDR Series Trust - SPDR S&P Dividend ETF (ARCA:SDY) 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 12, 2025 is 140.66 / share. Previously, on September 16, 2024, the share price was 141.24 / share. This represents a decline of 0.41% 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 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 1304 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 1,734 | 0.23 | 235 | 3.07 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1,928 | 0.00 | 262 | 0.00 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,609 | 0.00 | 218 | 0.00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 66,230 | -0.33 | 8,989 | -0.29 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 818 | 0.00 | 111 | 0.91 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 18 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9,863 | 8.12 | 1,339 | 8.16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200,793 | 19.61 | 27,254 | 19.65 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 11,541 | 14.30 | 1,597 | 24.18 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 225 | 0.00 | 31 | 0.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3,302 | 0.00 | 448 | 0.22 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 21,636 | -2.37 | 2,937 | 6.69 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1,972 | 0.00 | 268 | 0.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6,336 | -9.50 | 860 | -9.48 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 23,008 | 1.50 | 3,123 | 1.53 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3,042 | 0.00 | 413 | 0.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 11,451 | 0.58 | 1,554 | 0.65 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 14,730 | 0.03 | 1,999 | 0.10 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 350 | 48 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 250 | -84.33 | 34 | -84.72 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 5,535 | 0.00 | 751 | 0.00 | ||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 1,800 | 0.00 | 244 | 0.00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 9,060 | 0.02 | 1,230 | 0.08 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 2,758 | -19.54 | 374 | -19.57 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2,650 | -34.19 | 360 | -34.25 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 1,522 | 207 | 2.49 | |||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 9,214 | -1.01 | 1,251 | -0.95 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 29,919 | 0.66 | 4,061 | 0.69 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 4,539 | 0.11 | 616 | 0.16 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7,656 | -25.65 | 1,039 | -25.63 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3,423 | 465 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2,627 | 18.23 | 356 | 18.27 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12,803 | -63.21 | 1,738 | -63.21 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 7,160 | -11.42 | 972 | -11.41 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 86 | -15.69 | 12 | -15.38 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9,356 | -6.72 | 1,270 | -6.69 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 342 | 0.00 | 46 | 0.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,979 | -6.20 | 540 | -6.09 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1,942 | 264 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 175 | 0.00 | 24 | 0.00 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 2,682 | 0.00 | 364 | 0.28 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 100 | 14 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,404,602 | -1.75 | 1,005,027 | -1.72 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 32,141 | 30.40 | 4,362 | 30.44 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 67 | 0.00 | 9 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 100,578 | -0.77 | 13,652 | -0.73 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 3,013 | 0.00 | 409 | 0.00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 16,169 | 113.37 | 2,195 | 113.42 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2,318 | 0.00 | 315 | 0.00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 76,372 | -0.25 | 10,366 | -0.21 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 14,060 | 5.24 | 1,908 | 5.30 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3,399 | 27.26 | 461 | 27.35 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 4,642 | -0.71 | 630 | -0.63 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 195,246 | -3.36 | 26,501 | -3.33 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17,381 | -9.22 | 2,359 | -9.16 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 70,794 | -2.04 | 9,609 | -2.01 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 2,085 | 0.00 | 283 | 0.00 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Berkeley, Inc | 4,607 | -1.01 | 625 | -0.95 | ||||
| 2025-05-09 | 13F | Performa Ltd (US), LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | MAS Advisors LLC | 7,294 | 5.09 | 990 | 5.21 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 102,235 | -1.13 | 13,876 | -1.09 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 9,334 | -8.31 | 1,267 | -8.33 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 7,080 | -6.40 | 961 | -6.43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 116,446 | 0.16 | 15,805 | 0.20 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 18,535 | -4.89 | 2,516 | -4.88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 77,956 | -5.70 | 11 | -9.09 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 34,328 | 0.26 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 1,685 | -5.50 | 229 | -5.39 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19,534 | -12.47 | 2,651 | -12.42 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 109 | 0.00 | 15 | 0.00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,603 | 0.00 | 0 | |||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2,911 | -0.24 | 395 | 0.77 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 105 | 0.00 | 14 | 0.00 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1,600 | 0.00 | 217 | 0.00 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4,460 | -3.36 | 605 | -3.35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 167,863 | 13.11 | 22,784 | 13.16 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 16,269 | -0.01 | 2,208 | 0.05 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5,804 | 0.21 | 788 | 0.25 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1,844 | -46.63 | 250 | -46.58 | ||||
| 2025-08-01 | 13F | First National Trust Co | 4,178 | 0.00 | 567 | 0.18 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 22,373 | 4.57 | 3,037 | 4.62 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 1,663 | -36.28 | 226 | -36.44 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 6,689 | 58.70 | 908 | 58.84 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 842 | 0.00 | 114 | 2.70 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1,475 | 0.00 | 200 | 0.00 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 3,042 | 0.36 | 413 | 0.24 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2,267 | 9.68 | 308 | 9.64 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 9,005 | 0.00 | 1,222 | 0.08 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7,824 | 7,012.73 | 1,062 | 7,478.57 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 326 | 0.00 | 44 | 0.00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 1,502 | 0.00 | 204 | 0.00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 4,485 | -0.40 | 609 | -0.33 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 80,175 | -0.60 | 10,882 | -0.56 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 174 | 0.00 | 24 | 0.00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,000 | 0.00 | 136 | 0.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,304 | 0.46 | 177 | 0.57 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 866 | 0.58 | 118 | 0.86 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 1,738 | 0.00 | 236 | 0.00 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 62 | 8 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3,718 | 42.73 | 505 | 42.78 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14,547 | 83.30 | 1,975 | 83.46 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1,985 | 0.30 | 269 | 0.37 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,451,468 | -0.16 | 197,008 | -0.12 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 13,858 | -0.72 | 1,881 | -0.63 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 10,595 | -0.52 | 1,438 | -0.42 | ||||
| 2025-07-08 | 13F | Quintet Private Bank (Europe) S.A. | 100 | 0.00 | 14 | 0.00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 25,200 | -5.97 | 3,420 | -4.95 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6,767 | 0.70 | 918 | 0.77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 65,223 | 3.48 | 8,853 | 3.52 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 43,267 | 10.41 | 5,873 | 10.44 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 22,734 | -16.65 | 3,086 | -16.62 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 4,154 | -12.73 | 564 | -12.56 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 19,164 | -14.27 | 2,601 | -14.24 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 2,113 | 0.05 | 287 | 0.00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 10,757 | -0.02 | 1,449 | 4.02 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 5,035 | -16.56 | 683 | -16.50 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 38,652 | -0.62 | 5,246 | -0.59 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3,753 | -2.37 | 509 | -2.30 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 109,502 | -7.46 | 14,863 | -7.42 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5,470 | 1.26 | 742 | 1.37 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2,790 | 328.57 | 379 | 329.55 | ||||
| 2025-07-18 | 13F | Community Bank & Trust, Waco, Texas | 1,918 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 15,561 | 0.52 | 2,112 | 0.57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,213 | -3.93 | 843 | -3.77 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 80,808 | -0.60 | 10,968 | -0.56 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 4,384 | 102.87 | 595 | 103.07 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 5,684 | -4.58 | 771 | -4.58 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4,719 | 641 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10,527 | -5.21 | 1,429 | -5.18 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9,210 | 3.79 | 1,250 | 3.82 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3,138 | 18.82 | 426 | 18.72 | ||||
| 2025-05-14 | 13F | Broadleaf Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 105 | -9.48 | 14 | -6.67 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 116,618 | -1.50 | 15,829 | -1.47 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 65,300 | 0.00 | 9 | 0.00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 217 | -2.69 | 29 | -3.33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,942 | 52.31 | 264 | 52.91 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 9 | 1 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 102 | 0.00 | 14 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,016 | -10.16 | 409 | -10.11 | ||||
| 2025-05-14 | 13F | Green Harvest Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 14,255 | -1.36 | 1,935 | -1.33 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 320 | 43 | ||||||
| 2025-07-16 | 13F | West Branch Capital LLC | 40 | 0.00 | 5 | 0.00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1,798 | -3.64 | 244 | -3.56 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 108 | 0.00 | 15 | 0.00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 40,924 | 12.72 | 5,555 | 12.75 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 85 | 0.00 | 12 | 0.00 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 135 | 0.00 | 18 | 0.00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 249 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1,539 | 0.00 | 209 | 0.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Financially Speaking Inc | 3,337 | 453 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10,752 | -12.16 | 1,459 | -12.11 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 7,853 | -78.93 | 1,066 | -78.94 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2,257 | -31.94 | 306 | -31.85 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 2,484 | 0.61 | 337 | 3.37 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,387 | 1.31 | 188 | 1.62 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 3,240 | 0.00 | 440 | 0.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8,899 | 0.00 | 1,208 | 0.00 | ||||
| 2025-07-29 | 13F | Hourglass Capital, Llc | 10,545 | -3.65 | 1,431 | -3.64 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 6,009 | 0.00 | 816 | 0.00 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 34 | 0.00 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 286,592 | -22.20 | 38,899 | -22.17 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 1,953 | -14.60 | 265 | -14.84 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 6,518 | 15.75 | 885 | 15.71 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 57 | 8 | ||||||
| 2025-07-18 | 13F | Founders Capital Management | 260 | -27.78 | 35 | -27.08 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 11,382 | -2.12 | 1,545 | 1.18 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 4,771,143 | -1.94 | 647,588 | -1.91 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 1,915 | 0.52 | 260 | 0.39 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 19,913 | 10.86 | 2,703 | 10.87 | ||||
| 2025-05-14 | 13F | TFB Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2,146 | -18.12 | 291 | -18.03 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 3,313 | 0.12 | 450 | 0.00 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 2,429 | 0.00 | 330 | 0.00 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 765 | 0.00 | 104 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15,375 | 18.33 | 2,087 | 18.39 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 29,348 | -0.22 | 3,983 | -0.18 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1,460 | 0.00 | 198 | 0.00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 2,301 | 23.91 | 312 | 24.30 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 6,001 | -42.10 | 815 | -42.11 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 3,663 | 0.00 | 497 | 0.20 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 11,726 | 15.44 | 1,592 | 15.46 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 141 | 0.00 | 19 | 0.00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 102,333 | -1.70 | 13,889 | -1.66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11,800 | -59.86 | 1,602 | -59.85 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 482,267 | -3.02 | 65,458 | -2.99 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 5,975 | -1.81 | 1 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 100 | 0.00 | 14 | 0.00 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 2,644 | 0.04 | 359 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 116,784 | 7.99 | 15,851 | 8.03 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,495 | -23.79 | 1,424 | -23.77 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 5,518 | -4.15 | 749 | -4.23 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 2,541 | 19.24 | 351 | 21.11 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 40,557 | -11.72 | 5,505 | -11.68 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 20,826 | 5.23 | 2,827 | 5.25 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 34,108 | -1.81 | 4,629 | -1.78 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 1,488 | 0.40 | 202 | 0.00 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 40,117 | -1.26 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 640 | 87 | ||||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1,271 | -12.71 | 173 | -12.69 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 10,729 | -9.84 | 1,456 | -9.79 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 10,917 | -2.33 | 1,482 | -2.31 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 23,217 | 1.59 | 3,151 | 1.65 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 30,338 | 3.13 | 4,118 | 3.16 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 21,719 | 2,948 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1,705 | -15.17 | 231 | -15.07 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 97,187 | -7.45 | 13,186 | -4.94 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3,287 | 0.00 | 446 | 0.22 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 2,509 | 0.00 | 341 | 0.00 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 7,720 | -7.99 | 1,048 | -8.00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,161 | 0.52 | 158 | 0.64 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3,980 | -1.39 | 540 | -1.28 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 221 | 0.45 | 30 | 3.45 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 51,574 | 7.22 | 7,000 | 7.26 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 50 | -83.87 | 7 | -83.33 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 6,500 | -3.19 | 1 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7,687 | -1.60 | 1,043 | -1.51 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 248 | 23.38 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 60 | -14.29 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 381,284 | 14.97 | 51,587 | 15.70 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 4,435 | -0.96 | 602 | -0.99 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 18,179 | 0.72 | 2,467 | 0.78 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 1,486 | 202 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 46,203 | -0.16 | 6,271 | 3.53 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 107,869 | -2.68 | 14,641 | -2.64 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 2,425 | 0.00 | 329 | 0.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 149 | 181.13 | 20 | 185.71 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 15,469 | -0.47 | 2,147 | 13.61 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17,151 | 0.81 | 2,328 | 0.82 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 20,024 | -6.00 | 2,718 | -5.99 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1,217 | 0.50 | 165 | 0.61 | ||||
| 2025-07-17 | 13F | City Holding Co | 1,534 | -5.13 | 208 | -5.02 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 3,167 | -3.06 | 430 | -3.16 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12,312 | -1.44 | 1,703 | 5.32 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 1,400 | 0.00 | 190 | 0.53 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9,219 | 3.13 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 181 | 0.00 | 25 | 0.00 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 2,216 | 0.00 | 301 | 0.00 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 1,000 | 0.00 | 136 | 0.00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 6,078 | -1.62 | 825 | -1.67 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 7,150 | -8.33 | 970 | -8.32 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 31 | 0.00 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25,266 | 24.94 | 3,429 | 25.01 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1,815 | 0.00 | 246 | 0.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 237,779 | -2.07 | 32,274 | -2.04 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 559 | 0.00 | 76 | 0.00 | ||||
| 2025-07-18 | 13F | United Bank | 4,529 | 615 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 2,588 | -57.97 | 351 | -57.96 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14,116 | -1.34 | 1,916 | -1.29 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,692 | 0.00 | 365 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 101,489 | 7,180.42 | 13,775 | 7,188.36 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2,012 | -33.02 | 273 | -32.92 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 60,366 | -9.67 | 8,193 | -9.64 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 450 | 97.37 | 61 | 103.33 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 180 | 0.00 | 24 | 0.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1,913 | 260 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33,723 | 0.44 | 4,577 | 0.48 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 2,715 | 0.00 | 369 | 0.00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1,973 | 23.08 | 268 | 23.04 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 2,043 | -2.39 | 277 | -2.12 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 189,852 | -0.76 | 25,769 | -0.72 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2 | -66.67 | 0 | |||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 14,962 | 0.58 | 2,031 | 0.59 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3,351 | 4.17 | 455 | 4.13 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13,765 | 20.92 | 1,868 | 20.98 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 4,062 | 6.42 | 551 | 6.58 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1,702 | -7.05 | 231 | -6.85 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 4,300 | -0.74 | 584 | -0.68 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 57,299 | 0.62 | 7,777 | 0.66 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 4,953 | -11.51 | 672 | -11.46 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 64 | 0.00 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 2,521 | 7.46 | 0 | |||||
| 2025-08-07 | 13F | Rossmore Private Capital | 4,405 | 0.00 | 598 | 0.00 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 53,283 | -2.91 | 7,232 | -2.87 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 374,733 | 1.06 | 52,009 | 3.38 | ||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 15,287 | -2.70 | 2,075 | -2.67 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 63,115 | -0.35 | 8,567 | -0.31 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1,568 | 0.00 | 218 | 5.85 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5,059 | 0.00 | 687 | 0.00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 107,361 | -0.55 | 14,572 | -0.51 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2,950 | -0.24 | 400 | -0.25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 226,252 | -2.93 | 31 | -3.23 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 202,325 | 2.68 | 27,462 | 2.72 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 1,905 | 0.69 | 259 | 0.78 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 1,651 | -24.51 | 224 | -24.32 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 43,449 | -0.72 | 5,899 | -0.64 | ||||
| 2025-08-12 | 13F | Riverstone Advisors, LLC | 1,680 | 0.00 | 228 | 0.44 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 3,666 | -1.85 | 508 | 6.28 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 2,043 | 0.39 | 277 | 0.36 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 9,320 | -7.57 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 24,517 | 0.00 | 3,328 | 0.03 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 5,258 | 0.38 | 714 | 0.42 | ||||
| 2025-08-14 | 13F | Systematic Alpha Investments, LLC | 4,800 | 0.00 | 652 | 0.00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 693 | 55.73 | 94 | 55.00 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 3,082 | 4.62 | 418 | 4.76 | ||||
| 2025-04-17 | 13F | Great Lakes Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 2,066 | -7.35 | 280 | -7.28 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 21,548 | -4.81 | 2,925 | -4.79 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1,980 | 0.00 | 269 | 0.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 105,031 | -2.51 | 14,256 | -2.48 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 11,098 | 0.69 | 1,506 | 0.74 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 7,740 | 0.00 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 449 | -9.48 | 61 | -10.45 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 57,041 | 3.25 | 7,742 | 3.30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,133,413 | 3.97 | 425,298 | 4.01 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 3,113 | 0.13 | 423 | 0.24 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 699,649 | 0.56 | 94,963 | 0.60 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2,622 | 0.31 | 356 | 0.28 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 25,215 | 0.65 | 3,422 | 0.71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6,912 | 15.59 | 938 | 15.66 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1,982 | 0.00 | 269 | 0.37 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 6,150 | 0.02 | 835 | 0.00 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 3,651 | -9.00 | 496 | -9.01 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 38,606 | -3.34 | 5,240 | -3.30 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 582 | 0.00 | 79 | 0.00 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 7,818 | 9.53 | 1,061 | 9.61 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 65 | 9 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5,497 | 0.57 | 746 | 0.67 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 2,259 | 0.00 | 307 | 2.68 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,660 | 14.36 | 361 | 14.60 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 768 | 0.00 | 104 | 0.00 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 4,790 | -5.15 | 650 | -5.11 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 2,027 | -0.15 | 275 | 0.00 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 182 | 0.00 | 25 | 0.00 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 19,014 | -0.13 | 2,581 | -0.12 | ||||
| 2025-04-15 | 13F | Collier Financial | 3 | 0.00 | 0 | |||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,881 | 0.27 | 255 | 0.39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4,667 | -28.01 | 633 | -27.99 | ||||
| 2025-05-06 | 13F | Ignite Planners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 11,040 | -0.68 | 1,498 | -0.66 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 78,470 | -6.21 | 10,651 | -6.18 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 653 | -1.51 | 89 | -1.12 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2,156 | 12.94 | 293 | 15.87 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 106 | 14 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 3,453 | -1.85 | 469 | -1.89 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7,298 | 15.11 | 990 | 15.12 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 5,146 | 0.00 | 698 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,404 | 0.09 | 598 | 0.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 187,705 | 851.37 | 25,477 | 851.70 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 7,796 | -17.55 | 1,058 | -17.47 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 8,192 | 0.00 | 1,112 | 0.00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2,757 | 0.00 | 374 | 0.00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 75,270 | 10,216 | ||||||
| 2025-07-22 | 13F | Romano Brothers And Company | 2,285 | 0.00 | 310 | 0.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 415 | 62.75 | 56 | 64.71 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 1,510 | 0.00 | 205 | 0.00 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 324 | -23.58 | 44 | -24.56 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3,252 | 5.14 | 441 | 0.46 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 4,654 | 0.00 | 632 | 0.00 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 1,549 | 210 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 20,677 | -2.39 | 2,806 | -2.37 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 76,233 | -7.50 | 10,347 | -7.46 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 27,993 | 6.18 | 3,799 | 10.44 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9,501 | 0.20 | 1,290 | 0.23 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 2,447 | -0.93 | 332 | -0.90 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,108 | 257.29 | 286 | 257.50 | ||||
| 2025-04-10 | 13F | Rialto Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 2,656 | -0.64 | 361 | -0.55 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 2,274 | -8.27 | 309 | -8.33 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 58 | 8 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 6,003 | 0.00 | 815 | 0.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 205,607 | 1.86 | 27,897 | 4.62 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 72,272 | -0.43 | 9,809 | -0.39 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 18,251 | -2.61 | 2,477 | 0.08 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 26,972 | -2.85 | 3,661 | -2.81 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 40,667 | 0.22 | 5,520 | 0.25 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 7,000 | 950 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 1,500 | 0.00 | 204 | 0.00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 4,580 | 0.00 | 622 | 0.00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 105,821 | -3.80 | 14,363 | -3.76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 810,035 | -2.54 | 109,946 | -2.50 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2,922 | 0.00 | 397 | 0.00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3,131 | 0.00 | 425 | 0.24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 20,128 | -1.48 | 2,732 | -1.44 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 14,030 | -4.22 | 1,922 | -3.32 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 16,227 | 0.00 | 2,202 | 0.05 | ||||
| 2025-08-14 | 13F | Comerica Bank | 117,933 | -6.93 | 16,007 | -6.89 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8,100 | 0.70 | 1,099 | 3.48 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 93,759 | -0.79 | 12,726 | -0.76 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5,359 | 22.74 | 748 | 32.16 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 205,196 | -0.20 | 27,851 | -0.16 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 21,900 | 0.00 | 2,972 | 0.03 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1,607 | -16.00 | 218 | -15.83 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 11,183 | -2.06 | 2 | -99.94 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 21,218 | -15.65 | 2,886 | -15.59 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 5,616 | -28.19 | 762 | -28.18 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21,934 | 3.39 | 2,977 | 3.44 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1,314 | 0.61 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 87,936 | -1.25 | 11,936 | -1.21 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 40,107 | -1.92 | 5,444 | -1.89 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1,937 | 0.73 | 263 | 0.77 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 8,457 | 17.57 | 1,148 | 15.39 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 8,237 | -0.13 | 1,143 | 12.17 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 936 | -1.06 | 127 | 1.61 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 768 | 0.00 | 104 | 0.00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5,402 | -1.48 | 733 | -1.35 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 398 | 54 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 4,877 | 0.00 | 662 | 0.00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 5,185 | 0.00 | 704 | 0.00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 1,751 | 0.46 | 238 | 0.42 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 6,736 | 0.30 | 914 | 0.33 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 1,725 | 234 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,500 | 0 | ||||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 13,455 | -0.11 | 1,826 | -0.05 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 5,793 | -1.45 | 1 | -100.00 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 4,108 | -1.44 | 558 | -1.42 | ||||
| 2025-04-23 | 13F | Nvest Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 404 | 55 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 2,204 | 0.00 | 299 | 0.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 55,107 | -4.09 | 7,480 | -4.05 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 202,773 | -3.58 | 27,522 | -3.54 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 16,291 | 390.25 | 2,211 | 391.33 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 414 | 0.00 | 56 | 0.00 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 2,461 | -1.56 | 334 | -1.47 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11,458 | 15.66 | 2 | 0.00 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5,056 | 4.77 | 686 | 4.89 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 82,392 | 0.00 | 11,183 | 0.04 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 13,385 | -3.40 | 1,817 | -3.40 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 506 | 0.00 | 69 | 0.00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 620 | 0.00 | 84 | 0.00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 2,584 | 3.11 | 351 | 2.94 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 8,788 | 6.29 | 1,193 | 6.33 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 2,650 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3,766 | -3.78 | 511 | -3.77 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 18,977 | -6.24 | 2,576 | -6.23 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 231,045 | 1.59 | 32,693 | 5.95 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 159,493 | -32.23 | 21,645 | -32.22 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 7,035 | 0.00 | 955 | 0.00 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 2,406 | -12.06 | 327 | -12.13 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5,440 | -2.25 | 738 | -2.25 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 278,925 | -14.55 | 37,859 | -14.52 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1,811 | 246 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,587 | 0.08 | 351 | 0.29 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 2,863 | 16.24 | 389 | 16.17 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 11,615 | -3.66 | 1,577 | -3.61 | ||||
| 2025-07-16 | 13F | American National Bank | 2,292 | -18.29 | 311 | -18.16 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 100 | 0.00 | 14 | 0.00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 22 | 0.00 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 1,884 | 0.00 | 260 | 1.57 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 22,539 | -15.95 | 3,059 | -15.92 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 4,606 | -21.83 | 625 | -21.78 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1,695 | 0.00 | 230 | 0.44 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1,551 | -14.26 | 211 | -14.29 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 3,641 | -0.27 | 504 | 1.41 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 4,463 | 1.22 | 606 | 1.17 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 3,411 | 66.63 | 463 | 66.79 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1,625 | 0.00 | 221 | 0.00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 296 | 0.00 | 40 | 2.56 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8,946 | 0.09 | 1,214 | 0.17 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 10,191 | 0.00 | 1,383 | 0.07 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5,662 | -25.10 | 768 | -23.05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 215,448 | 4.93 | 29,243 | 4.97 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 11,834 | -2.09 | 1,606 | -2.01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 28,087 | -1.76 | 3,812 | -1.73 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 9,623 | 19.81 | 1,306 | 19.93 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3,624 | 0.25 | 492 | 0.20 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 321 | 0.63 | 41 | -2.44 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 4,444 | 55.88 | 603 | 56.22 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 22 | 0.00 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 8,002 | 0.00 | 1,086 | 0.09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34,306 | 0.80 | 4,656 | 3.58 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 6,924 | -7.43 | 940 | -4.96 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 13,114 | -3.93 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 441 | 0.00 | 60 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22,286 | 2.94 | 3,025 | 2.96 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 12,267 | 0.00 | 1,665 | 0.06 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 94,604 | 21.16 | 12,841 | 21.20 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 38,383 | -27.38 | 5,210 | -27.35 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 69,821 | 1.35 | 9,477 | 1.39 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 26,277 | 6.60 | 3,567 | 6.64 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3,554 | -0.70 | 482 | -0.62 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 53,638 | 0.56 | 7,280 | 12.26 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 4,524 | -0.90 | 614 | -0.81 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 2,361 | -13.86 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 3,500 | 0.00 | 475 | 0.21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,567,632 | -2.91 | 212,775 | -2.87 | ||||
| 2025-07-11 | 13F | Baugh & Associates, LLC | 2,135 | -8.68 | 281 | -9.09 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 10,927 | -10.26 | 1,483 | -10.23 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4,034 | -0.40 | 563 | 2.55 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,250 | 0.00 | 305 | 0.00 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 6,198 | 0.29 | 856 | 11.91 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 2,936 | 0.00 | 399 | 0.00 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2,135 | -4.47 | 290 | -4.62 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 7,921 | 29.56 | 1,075 | 29.67 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1,516 | 0.00 | 206 | 0.00 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 35,539 | -17.59 | 4,824 | -17.57 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 4,248 | -3.41 | 577 | -3.36 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 25,239 | -3.54 | 3,426 | -3.52 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,337 | 8,039.02 | 453 | 8,940.00 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 294 | 0.00 | 40 | 0.00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 17,924 | 0.15 | 2,470 | 1.73 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4,893 | 20.96 | 1 | |||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 25,705 | -0.70 | 3,488 | 1.99 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 4,217 | -0.17 | 572 | -0.17 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 575 | 196.39 | 78 | 208.00 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 1,956 | 272 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7,092 | -0.06 | 962 | 2.67 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 616 | 1.99 | 84 | 2.47 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 12,753 | 1,731 | ||||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7,618 | -0.78 | 1,034 | -0.77 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 3,151 | 0.00 | 428 | 0.00 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 13,028 | 3.54 | 1,768 | 3.57 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 741 | -21.67 | 101 | -21.87 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13,795 | 0.57 | 1,872 | 3.37 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,880 | 0.00 | 255 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 641,404 | -5.83 | 87 | -5.43 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 173 | 0.58 | 24 | 0.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9,400 | -1.51 | 1,276 | -1.47 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 4,025 | 0.00 | 546 | 0.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 22,585 | 3.26 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 3,870 | -2.76 | 525 | -2.78 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 1,562 | -6.07 | 212 | -6.22 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 3,835 | -10.65 | 521 | -10.65 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 7,497 | 21.39 | 1,018 | 21.51 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,407 | -3.87 | 1,684 | -3.77 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 361 | -41.21 | 49 | -42.17 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 5,594 | 0.96 | 759 | 1.07 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 10,867 | -23.19 | 1,475 | -23.19 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 280,059 | 2.16 | 38,012 | 2.20 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 5,636 | -0.88 | 765 | -0.91 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13,616 | -0.88 | 1,848 | -0.81 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23,371 | 0.52 | 3,274 | 7.00 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 2,000 | 0.00 | 271 | 0.00 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 2,065 | 0.00 | 280 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 22,561 | -0.21 | 3,062 | -0.16 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 1,600 | 0.00 | 217 | 0.00 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 158 | 0.00 | 21 | 0.00 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 1,719 | 4.69 | 233 | 4.95 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 12,360 | 0.00 | 1,677 | 2.76 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 2,300 | 0.00 | 312 | 0.00 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,386 | 1.79 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4,208 | 0.31 | 571 | 0.35 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 32,950 | -3.00 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3,132 | 0.03 | 425 | 0.24 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 1,938 | 0.21 | 263 | 0.38 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 6,024 | 0.00 | 818 | 0.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,583 | -11.24 | 351 | -11.17 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9,154 | 0.00 | 1,242 | 0.00 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 2,126 | 0.33 | 289 | 0.35 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 3,151 | 4.03 | 428 | 4.15 | ||||
| 2025-04-21 | 13F | Trifecta Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 32,088 | -0.08 | 4,428 | 1.82 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5,388 | 9.62 | 731 | 9.76 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2,054 | 0.20 | 279 | 0.00 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 8,573 | 0.00 | 1,164 | 0.00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1,941 | 0.00 | 263 | 0.00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 4,727 | -5.14 | 642 | -5.18 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 358 | 0.00 | 49 | 0.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 50,281 | -6.34 | 6,825 | -6.32 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 3,442 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 8,837 | 11.90 | 1,199 | 11.95 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 200 | -73.33 | 27 | -73.27 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 2,310 | 0.00 | 314 | 0.00 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 731,200 | -0.87 | 99,246 | -0.83 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,189,622 | -7.67 | 297,196 | -7.64 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1,551 | -0.51 | 211 | -0.47 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9,134 | -5.89 | 1,240 | -5.85 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 4,619 | 0.00 | 627 | 0.00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9,215 | -1.88 | 1,251 | -1.88 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 136 | 0.00 | 18 | 0.00 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 1,713 | 0.00 | 233 | 0.00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,917 | 532 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 20 | 0.00 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 306 | 0.00 | 42 | 0.00 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 60,569 | 4.31 | 8,218 | 7.13 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 163,402 | 0.52 | 22,179 | 0.56 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 9,476 | 0.00 | 1,286 | 0.08 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 240 | -8.75 | 33 | -8.57 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 95 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 815 | 0.00 | 111 | 0.00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,940 | 132.06 | 263 | 132.74 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 5,200 | 0.00 | 706 | 0.00 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 3,488 | 0.46 | 473 | 0.42 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 1,680 | 0.00 | 228 | 0.44 | ||||
| 2025-08-14 | 13F | Fmr Llc | 112,981 | -2.11 | 15,335 | -2.08 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,866 | -4.59 | 660 | -4.49 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12,439 | -2.67 | 1,688 | -2.65 | ||||
| 2025-07-29 | 13F | United Bank | 5,622 | -0.48 | 763 | -0.39 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 28 | -75.65 | 4 | -80.00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 36,336 | -6.76 | 4,932 | -6.73 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 977 | 0.00 | 133 | 0.00 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 43,896 | -0.18 | 5,958 | -0.15 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,029 | -6.50 | 547 | -6.51 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8,177 | 0.10 | 1,110 | 0.09 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 5,307 | -0.73 | 720 | -0.69 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 2,076 | 0.00 | 282 | 0.00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 2,254 | -4.49 | 306 | -1.93 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 4,542 | 0.00 | 616 | 0.00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2,677 | 0.45 | 363 | 0.55 | ||||
| 2025-05-14 | 13F | Tradition Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Options Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5,185 | -5.86 | 704 | -5.89 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 53,407 | -7.09 | 7,249 | -7.05 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17,358 | 0.01 | 2,356 | 0.08 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 24,843 | -3.49 | 3,372 | -3.47 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,206 | 0.14 | 571 | 0.18 | ||||
| 2025-07-09 | 13F | Emprise Bank | 3,474 | 0.00 | 472 | 0.00 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 1,896 | 0.00 | 257 | 0.00 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 180 | -3.74 | 24 | -4.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 14,506 | -37.36 | 2 | -66.67 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2,780 | -1.03 | 377 | -1.05 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 15,244 | -22.47 | 2,069 | -22.42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 61,117 | 0.44 | 8,295 | 0.47 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 20,989 | 0.00 | 2,849 | 0.04 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1,477 | -3.15 | 201 | -2.91 | ||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 1,530 | -10.53 | 208 | -10.78 | ||||
| 2025-08-12 | 13F | Atalanta Sosnoff Capital, Llc | 2,338 | -7.73 | 317 | -7.58 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 3,687 | 0.00 | 500 | 0.00 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 25,715 | -0.19 | 3,490 | -0.14 | ||||
| 2025-08-12 | 13F | Bank OZK | 11,502 | 0.00 | 1,561 | 0.06 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2,550 | 0.00 | 346 | 0.29 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 21,225 | -6.90 | 2,881 | -6.89 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dagco, Inc. | 400 | 0.00 | 54 | 0.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 29,255 | 2.33 | 3,971 | 2.35 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 37,901 | 0.76 | 5,144 | 0.80 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 15,613 | -1.14 | 2,119 | -1.07 | ||||
| 2025-05-14 | 13F | Full Sail Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 80,276 | -5.07 | 10,898 | -5.03 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2,570 | 0.00 | 349 | 0.00 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1,999 | 0.00 | 271 | 0.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 10,555 | 0.05 | 1,433 | 0.07 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,286 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 7,644 | -3.17 | 1,037 | -3.17 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 4,314 | -2.82 | 596 | -1.49 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 5,390 | 10.00 | 732 | 10.09 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 1,805 | 0.00 | 245 | 0.41 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 7,855 | -55.76 | 1,066 | -55.73 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,180 | 0.00 | 160 | 0.00 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 1,876 | 0.16 | 255 | 0.00 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 39 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 7,883 | -1.36 | 1,070 | -1.38 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 151 | 0.00 | 20 | 0.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 146,498 | 0.38 | 20 | 0.00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 32,909 | -5.77 | 4,467 | -5.74 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Peoples Bank /oh | 6,401 | 1.52 | 869 | 1.52 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 17,328 | -1.95 | 2,400 | 2.43 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 327 | 0.00 | 44 | 0.00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,471 | -1.98 | 0 | |||||
| 2025-07-31 | 13F | New Hampshire Trust | 3,709 | 23.39 | 503 | 23.59 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 4,422 | 0.55 | 613 | 8.70 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 3,656 | 1.19 | 496 | 1.22 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 250 | 0.00 | 34 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 85,543 | 0.40 | 11,611 | 0.44 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 6,838 | -26.42 | 928 | -26.35 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 2,035 | 0.00 | 276 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 447,623 | 116.15 | 60,756 | 116.23 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1,486 | 0.00 | 202 | 0.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10,263 | 0.09 | 1,393 | 0.07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6,316 | 0.40 | 857 | 0.47 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 26,498 | -14.57 | 3,597 | -14.54 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 69,530 | 3.59 | 9 | 0.00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 21,169 | 11.43 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | BancorpSouth Bank | 12,183 | -0.37 | 1,654 | -0.36 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 11,436 | 12.90 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2,826 | -1.40 | 384 | -1.29 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7,290 | 1 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 16,105 | -52.44 | 2,186 | -52.44 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 6,039 | -1.88 | 820 | -1.92 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 101 | 0.00 | 14 | 7.69 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 572 | -66.11 | 78 | -66.38 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,610 | -3.65 | 354 | -3.54 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 126 | 0.00 | 17 | 0.00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 57,035 | -7.50 | 7,741 | -7.47 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1,539 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 98,661 | 2,198.72 | 13,391 | 2,200.86 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 2,027 | 0.00 | 275 | 0.00 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6,154 | 13.04 | 835 | 13.14 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 43,870 | 2.52 | 5,954 | 2.55 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 475 | 0.00 | 64 | 0.00 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 16,169 | 0.83 | 2,195 | 0.87 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 2,655 | 0.08 | 360 | 0.28 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 11,868 | 0.88 | 1,611 | 0.88 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,075 | -63.37 | 553 | -63.35 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 5,078 | -26.70 | 689 | -26.62 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18,034 | 30.80 | 2,448 | 30.86 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 84 | 0.00 | 11 | 0.00 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 358,708 | 1.24 | 48,519 | 0.93 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 3,854 | 0.00 | 523 | 0.19 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 357 | 0.00 | 48 | 2.13 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 15,407 | -4.98 | 2,091 | -4.95 | ||||
| 2025-05-02 | 13F | Pettinga Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 58,519 | -1.75 | 8 | -12.50 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4,649 | 0.00 | 631 | 0.16 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23,749 | 7.87 | 3,223 | 7.90 | ||||
| 2025-07-14 | 13F | Bank & Trust Co | 50 | 0.00 | 7 | 0.00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,755 | 0.23 | 238 | 0.42 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 5,730 | -11.41 | 778 | -11.40 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 1,570 | 0.00 | 213 | 0.00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 2,124 | -8.80 | 288 | -4.95 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 5,629 | 1.51 | 764 | 1.46 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 7,805 | -5.22 | 1,059 | -5.19 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 495 | 0.00 | 67 | 0.00 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1,148 | 0.00 | 156 | 0.00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 3,022 | -9.03 | 410 | -8.89 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 2,899 | 0.00 | 393 | 0.00 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,240 | -6.43 | 711 | -6.32 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 3,203 | -8.98 | 435 | -9.01 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 178 | 0.00 | 24 | 0.00 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 14,569 | -0.21 | 1,977 | -0.15 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12,777 | 0.95 | 1,734 | 0.99 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 201 | 27 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 1,597 | 0.00 | 217 | 0.00 |
Other Listings
| MX:SDY |
