Mga Batayang Estadistika
| Pemilik Institusional | 1061 total, 1061 long only, 0 short only, 0 long/short - change of 5.45% MRQ |
| Alokasi Portofolio Rata-rata | 1.0659 % - change of -0.19% MRQ |
| Saham Institusional (Jangka Panjang) | 548,592,160 (ex 13D/G) - change of 17.39MM shares 3.27% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 20,674,016 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF (US:SPDW) memiliki 1061 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 548,592,160 saham. Pemegang saham terbesar meliputi Creative Planning, Financial Engines Advisors L.L.C., Allworth Financial LP, LPL Financial LLC, Auto-Owners Insurance Co, Cwm, Llc, Tiaa Trust, National Association, Morgan Stanley, UBS Group AG, and Betterment LLC .
Struktur kepemilikan institusional SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF (ARCA:SPDW) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 41.93 / share. Previously, on September 6, 2024, the share price was 35.70 / share. This represents an increase of 17.45% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 50,643 | 0.00 | 2,051 | 11.23 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 11,710 | -1.28 | 474 | 9.98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 40,299 | 1.44 | 1,632 | 12.79 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 11,143 | 2.35 | 451 | 13.89 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 100 | 0.00 | 4 | 33.33 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 545,176 | -3.62 | 22,074 | 7.19 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 90,851 | 1.26 | 3,679 | 12.61 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 325,401 | -32.35 | 13,176 | -24.77 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 24,369 | -0.51 | 887 | 6.23 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,919 | 146.03 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 3,743 | 152 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 124 | 0.00 | 5 | 25.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 99,636,348 | 15.03 | 4,034,276 | 27.92 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 64,205 | 4.09 | 2,600 | 15.77 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 6,020 | 0.00 | 244 | 10.96 | ||||
| 2025-08-05 | 13F | Burney Co/ | 10,484 | 5.40 | 424 | 17.13 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 315,800 | 90.87 | 12,787 | 112.25 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 195,176 | 27.39 | 7,903 | 41.66 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 94 | 2.17 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 557,857 | 2.37 | 22,588 | 13.85 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 14,769 | 44.72 | 598 | 60.92 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 26,864 | 0.77 | 1,088 | 12.06 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 607,058 | 6.20 | 24,513 | 22.75 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 429,080 | 4.01 | 17,373 | 15.67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17,238 | 4.61 | 698 | 16.36 | ||||
| 2025-07-18 | 13F | Vicus Capital | 166,949 | 34.62 | 6,760 | 49.70 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 27,874 | 15.68 | 1,129 | 28.62 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 369,949 | -11.42 | 14,979 | -1.49 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1,499 | 61 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 213,902 | 15.17 | 8,661 | 28.07 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 9,779 | 0.00 | 396 | 10.96 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 84,206 | 0.17 | 3,410 | 11.41 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 25,133 | 0.70 | 1,018 | 12.00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 168,866 | 8.32 | 6,837 | 20.48 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 6,841 | 0.00 | 277 | 10.84 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 114,675 | -0.43 | 4,643 | 10.73 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 36,271 | -2.47 | 1,469 | 8.42 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 8,376 | -1.23 | 339 | 10.06 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,619,016 | 9.45 | 65,554 | 21.71 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 60,756 | 4.18 | 2,460 | 15.87 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 122,124 | 12.11 | 4,945 | 24.66 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 683,161 | 27.42 | 27,661 | 41.70 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 29,630 | -22.09 | 1,200 | -13.37 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 130 | 7.44 | 5 | 25.00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 189,311 | 14.51 | 7,665 | 27.35 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 16,580 | -15.42 | 671 | -5.89 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,558,485 | -16.82 | 63 | -7.35 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 7,158 | 0.00 | 290 | 11.15 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 18,000 | 0.00 | 729 | 11.30 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 167,471 | 50.09 | 6,804 | 59.01 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 31,453 | 0.00 | 1,274 | 11.18 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 27,624 | 11.80 | 1,119 | 24.36 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 566,317 | -18.43 | 22,930 | -9.29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 700 | -95.59 | 28 | -95.16 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 175 | 7 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 18,216 | 7.79 | 738 | 19.84 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 59,356 | 430.01 | 2,403 | 490.42 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 10,235 | 0.00 | 414 | 11.29 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 45,166 | 13.15 | 1,829 | 25.81 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 480 | -35.91 | 19 | -29.63 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22,282 | -29.96 | 902 | -22.11 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 872 | 1.51 | 35 | 12.90 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 71,545 | -2.19 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 6,905 | 0.00 | 280 | 11.16 | ||||
| 2025-05-06 | 13F | Jackson Hole Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 19,795 | 34.49 | 801 | 49.72 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 79,708 | -3.58 | 3,227 | 7.24 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 176,566 | -5.49 | 7,149 | 5.10 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 54,723 | 1.40 | 2,216 | 12.78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,087,321 | -6.34 | 84,516 | 4.15 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 28,722 | 27.63 | 1,163 | 41.88 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 410 | 0.00 | 17 | 14.29 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 22,935 | -4.17 | 929 | 6.54 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 473,195 | 1.40 | 19,160 | 12.77 | ||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 177,448 | -41.88 | 7,185 | -35.38 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 10,980 | -11.31 | 443 | 0.00 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15,565 | 20.30 | 632 | 32.77 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 53,036 | -5.01 | 2,147 | 5.56 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,196 | 11.34 | 291 | 23.83 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 3,211 | 0.00 | 130 | 11.21 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 227,288 | 9.12 | 8,276 | 16.42 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 745 | 0.00 | 30 | 11.11 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 29,116 | 2.28 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2,292,932 | -1.56 | 92,841 | 9.47 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9,352 | -0.33 | 379 | 10.85 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 176,641 | -7.70 | 7,152 | 2.64 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 344,618 | 21.17 | 13,954 | 34.31 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 152,557 | 0.61 | 6,177 | 11.88 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2,663 | 0.00 | 108 | 11.46 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 598,244 | 0.09 | 24,223 | 11.30 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,751 | 0.00 | 71 | 11.11 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9,555 | -32.69 | 387 | -25.19 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 1,369,787 | 1.06 | 55,463 | 12.38 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 13,745 | 0.00 | 557 | 11.20 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 104,261 | 2.54 | 4,222 | 14.02 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 61,738 | -2.96 | 2,500 | 7.90 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 85,427 | -7.78 | 3,459 | 2.46 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 91,057 | 5.57 | 3,687 | 17.39 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 297,392 | 4.36 | 12,041 | 16.06 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 215 | -10.42 | 9 | -11.11 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4,055 | 0.00 | 164 | 11.56 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 37,709 | -3.43 | 1,527 | 7.39 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1,071 | 1.13 | 43 | 13.16 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 297 | 0.00 | 12 | 20.00 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 131,420 | 2.60 | 5,321 | 14.11 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 5,447 | -27.17 | 221 | -19.12 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 96,213 | -3.32 | 3,830 | 6.01 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,026,614 | 22,913.09 | 41,568 | 25,558.64 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 124,454 | 0.14 | 5,039 | 11.38 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,093 | 44 | ||||||
| 2025-08-14 | 13F | Abound Financial, Llc | 376,439 | 1.26 | 15,242 | 12.60 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 22,810 | 192.06 | 831 | 212.03 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 1,006,361 | 6.90 | 40,748 | 23.39 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 96,578 | -79.96 | 4 | -82.35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 478,412 | -29.06 | 19,371 | -21.11 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 13,953 | -45.59 | 565 | -39.55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5,210 | 211 | ||||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 149,435 | -15.39 | 6,051 | -5.91 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 91 | -61.11 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 339,672 | -4.26 | 13,713 | 6.15 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 94,543 | -1.25 | 3,828 | 5.63 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 51,311 | 6.79 | 2,078 | 18.75 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 93,420 | 0.29 | 3,783 | 11.53 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 1,210 | 0.00 | 49 | 9.09 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 52,237 | -36.40 | 2,115 | -29.26 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,936 | -1.66 | 240 | 9.59 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1,839,004 | 5.18 | 74,461 | 16.97 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 57,666 | -48.24 | 2,335 | -42.46 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 324,699 | 25.81 | 13,482 | 37.83 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13,086 | -44.62 | 530 | -38.49 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28,959 | 6.05 | 1,173 | 17.91 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 123,617 | 8.61 | 5,005 | 20.78 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 13,403 | 543 | ||||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1,085,621 | 3.99 | 39,527 | 10.94 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 821,016 | -5.88 | 33,243 | 4.67 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 10,006 | 0.00 | 405 | 11.26 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 61,087 | 0.00 | 2,473 | 5.59 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 422 | 70.85 | 17 | 112.50 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8,570 | 44.15 | 347 | 60.65 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 18,963 | 0.21 | 768 | 11.32 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 87,061 | 0.00 | 3,525 | 11.23 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 23,639 | 119.86 | 957 | 144.76 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Conservest Capital Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 109,894 | 0.00 | 4,450 | 11.20 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,145,883 | 12.07 | 127,377 | 24.63 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 12,066 | 489 | ||||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 12,812 | -0.47 | 519 | 10.68 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 11,528 | 0.68 | 467 | 12.02 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 1,800 | 0.00 | 75 | 13.85 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 39,724 | 36.33 | 1,608 | 51.70 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 6,862 | 0.00 | 278 | 11.24 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 254,656 | 7.27 | 10,311 | 19.30 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,390,541 | -3.22 | 55,510 | 0.37 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 33,830 | 0.06 | 1,370 | 11.21 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5,237 | 212 | ||||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 19,625 | -0.40 | 795 | 10.74 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 12,373 | 501 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 80,830 | 8.30 | 3,273 | 20.43 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 906,904 | -1.24 | 36,721 | 9.83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,562,638 | -44.63 | 63,271 | -38.43 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 747,947 | 7.59 | 30,284 | 19.64 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 37,310 | 1,511 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,583 | -60.29 | 64 | -55.86 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 34,409 | -2.14 | 1,393 | 8.83 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 15,426 | 12.21 | 625 | 24.80 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 15,500 | 0.00 | 628 | 11.17 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 19,396 | -0.51 | 785 | 10.72 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 14,917 | 0.00 | 604 | 11.25 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 494,549 | -35.43 | 20,024 | -28.20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,630,385 | 39.09 | 106,504 | 54.67 | ||||
| 2025-04-22 | 13F | First PREMIER Bank | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 6,705 | 271 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 16,505 | -8.43 | 668 | 1.83 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 48,102 | -1.95 | 1,948 | 9.01 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 99,967 | -39.74 | 4,048 | -33.00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19,611 | 2.37 | 794 | 15.91 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,025,569 | -14.08 | 82,319 | -4.10 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 147,664 | 2.17 | 5,979 | 7.17 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 148,590 | -25.50 | 6,016 | -17.16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 5,087 | -5.60 | 206 | 4.59 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 5,000 | 202 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 2,230,292 | -63.50 | 90,305 | -59.41 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 328,737 | 3.10 | 13,311 | 14.65 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 25,997 | -54.83 | 1,053 | -49.79 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 22 | 175.00 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 8,887,478 | -8.53 | 359,854 | 1.72 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6,608 | -20.59 | 267 | -11.59 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 268,733 | -2.63 | 10,881 | 8.29 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 608,406 | 5.48 | 24,634 | 17.29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 117,568 | 0.38 | 4,760 | 11.63 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 185,550 | 311.22 | 7,448 | 371.03 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 9,489 | 5.87 | 384 | 17.79 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1,051,949 | 17.53 | 42,593 | 30.70 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 11,939 | -5.61 | 483 | 5.00 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 9,696 | 1.67 | 393 | 12.97 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 127,107 | -1.18 | 5,147 | 9.89 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 86,755 | 0.00 | 3,513 | 11.21 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 325 | 0.00 | 13 | 18.18 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 10,188 | -42.91 | 413 | -36.52 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 191,061 | 3.51 | 7,736 | 15.12 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 61,331 | 1.53 | 2,483 | 12.91 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 5,300 | -8.62 | 215 | 1.42 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 682,694 | 13.75 | 28,399 | 29.96 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 191,564 | -3.32 | 7,756 | 7.51 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 97,601 | 433.16 | 3,952 | 493.24 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 626,791 | 19.19 | 25,379 | 32.54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,875,425 | -2.28 | 75,936 | 8.67 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 22,294 | 36.66 | 903 | 52.11 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2,270 | 92 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 185,855 | 1.96 | 7,475 | 8.70 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 23,782 | 0.00 | 963 | 11.21 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 22,661 | -5.66 | 905 | 3.43 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 95,206 | 0.98 | 3,855 | 12.30 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 290,232 | 3.33 | 11,751 | 14.90 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 201,072 | 3.46 | 8,141 | 15.05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 11,243 | 33.32 | 455 | 48.21 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2,780 | 113 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 24,289 | -8.13 | 983 | 1.87 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 62,452 | 4.90 | 2,529 | 16.66 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 31,845 | 0.00 | 1,289 | 11.22 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 25,818 | -0.19 | 1,045 | 11.05 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 549,128 | -1.80 | 22,234 | 9.20 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 15,100 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 130,206 | 2.93 | 5,272 | 14.46 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 6,096 | 0.00 | 247 | 11.31 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 4,340 | -13.85 | 176 | -4.37 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 35,646 | 5.36 | 1,443 | 17.22 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 50,766 | 2,056 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 80,985 | 7.22 | 3,279 | 21.13 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 6,914 | -0.29 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 101,618 | -0.25 | 4,115 | 10.92 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 55,337 | -23.87 | 2,241 | -15.34 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 7,221 | 292 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 16,217 | 0.00 | 657 | 11.19 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 24,916 | 6.05 | 1,009 | 17.89 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 9,849 | 1.68 | 399 | 13.07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 341,626 | 36.58 | 13,832 | 51.88 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 409,156 | 15.38 | 16,567 | 28.31 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,340,880 | 6.69 | 54 | 20.00 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 12 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 222,186 | 1.16 | 8,996 | 12.49 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 36,969 | 1.17 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5,595 | 227 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 93,770 | 10.80 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 738,789 | 7.58 | 30,675 | 17.85 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 30,409 | -0.37 | 1,231 | 10.80 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21,561 | -2.32 | 873 | 8.72 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 207,187 | -34.23 | 8,389 | -26.87 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 164,165 | 8.11 | 6,647 | 20.24 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 3,062,999 | 124,021 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 50,148 | -5.05 | 2,030 | 5.62 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 167,545 | 17.54 | 6,784 | 30.69 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 40,355 | 6.60 | 1,634 | 18.51 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 77,877 | -2.69 | 3,153 | 8.24 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 50,769 | -70.05 | 2,056 | -66.70 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 355,921 | 206.03 | 14,411 | 240.36 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 30,400 | 1.21 | 1,231 | 12.53 | ||||
| 2025-04-15 | 13F | Collier Financial | 236,817 | 462.71 | 8,623 | 500.42 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 546,648 | 1.50 | 22,134 | 12.87 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 35,362 | 31.02 | 1,432 | 45.72 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 27,559 | 1.27 | 1,116 | 12.63 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 79,116 | -24.05 | 3,203 | -15.55 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 686,303 | 145.98 | 27,788 | 173.56 | ||||
| 2025-07-11 | 13F | Bell Bank | 21,024 | 127.66 | 851 | 153.27 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 5,007 | 203 | ||||||
| 2025-07-23 | 13F | DMG Group, LLC | 5,118 | 207 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 5,700 | -27.19 | 231 | -19.30 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 7,545 | 0.00 | 305 | 11.31 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 620,192 | -3.57 | 25,112 | 3.13 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 10,361 | 11.65 | 419 | 24.33 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 31,446 | 0.00 | 1,273 | 11.28 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 19,703 | 183.90 | 798 | 237.71 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3,339,020 | 0.96 | 135,197 | 12.28 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 55,598 | 0.49 | 2,251 | 11.77 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2,177,842 | -1.04 | 88,181 | 10.04 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 43,325 | -6.72 | 1,754 | 3.73 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 13,361 | -3.50 | 541 | 7.14 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 180,370 | -0.36 | 7,303 | 10.80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 55,979 | -11.07 | 2,267 | -1.09 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7,000 | 0.00 | 283 | 11.42 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 1,276,782 | 51,697 | ||||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 7,795 | -53.54 | 316 | -48.36 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 23,761 | 1.66 | 962 | 13.18 | ||||
| 2025-08-12 | 13F | Skopos Labs, Inc. | 79 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 23,163 | -12.78 | 938 | -3.00 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 384,000 | 0.00 | 14 | 0.00 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 170,991 | 13.91 | 6,923 | 26.68 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 318,848 | 5.16 | 11,609 | 12.19 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 427,208 | 9.23 | 17,298 | 21.47 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 77,385 | -0.51 | 3,133 | 10.67 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 336,622 | -3.14 | 13,630 | 7.71 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 26,600 | -1.54 | 1,077 | 9.56 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 194,710 | -24.58 | 7,884 | -16.13 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 15,801 | 640 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 1,782,920 | -49.74 | 72,190 | -44.11 | ||||
| 2025-05-01 | 13F | Ai Financial Services Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1,678,854 | 6.51 | 67,977 | 18.44 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 9,562 | 0.00 | 387 | 11.21 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 5,747 | 0.00 | 233 | 11.00 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9,988 | 37.37 | 404 | 53.03 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 13,225 | 0.04 | 535 | 11.23 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 12,670 | 0.00 | 513 | 11.06 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 417,799 | 0.27 | 16,917 | 11.50 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 13,175 | -20.58 | 533 | -11.61 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7,500 | 0.00 | 304 | 18.82 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 313,038 | 1.70 | 12,675 | 13.10 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 37 | 0.00 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 397,532 | 61.82 | 16,414 | 80.75 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 117 | -9.30 | 5 | 0.00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 56,802 | 2,300 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 243 | 0.00 | 10 | 12.50 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 841 | 331.28 | 34 | 385.71 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 13,588 | -7.80 | 550 | 2.61 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 16,716 | -28.69 | 677 | -20.75 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,236 | 51 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 99 | 4 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6,139 | 249 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 510 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Flagstone Financial Management | 658,015 | -2.84 | 26,643 | 8.05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 31,953,401 | 0.97 | 1,293,793 | 9.19 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 119,187 | 2.17 | 4,826 | 13.61 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 100,358 | -0.85 | 4,063 | 10.26 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 29,052 | 1,176 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 8,374 | -48.86 | 339 | -43.12 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 113,871 | 0.00 | 4,611 | 11.19 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1,875 | 76 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 60,067 | -17.20 | 2,187 | -11.67 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 20,843 | -7.49 | 844 | 2.80 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 5,630 | 0.00 | 228 | 11.27 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 26,262 | 10.55 | 1,063 | 23.03 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 689 | 0.00 | 28 | 8.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 20,195 | -2.70 | 818 | 8.21 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 9,914 | 42.67 | 401 | 59.13 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2,813 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 83,368 | -1.85 | 3,376 | 9.15 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 128,294 | 0.00 | 5,195 | 11.20 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 14,913 | -2.18 | 604 | 8.65 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 953,060 | 3.15 | 38,589 | 14.71 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18,719 | 11.40 | 758 | 23.90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 236,857 | 1.78 | 9,590 | 13.17 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4,003 | 162 | ||||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 58,600 | -5.17 | 2,373 | 5.47 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 22,552 | -22.18 | 913 | -16.08 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 7,650 | -12.57 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 1,053,989 | -3.83 | 38,376 | 2.59 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 27,524 | -52.50 | 1,114 | -47.18 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 3,895 | 6,285.25 | 158 | 7,750.00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 412 | 0.00 | 15 | 7.14 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 19,061 | 0.00 | 772 | 11.10 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 14,300 | 0.00 | 579 | 11.35 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 336,841 | 10.57 | 13,639 | 22.95 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 21,598 | 24.52 | 875 | 38.51 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5,577 | 1.14 | 226 | 12.50 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 8,391,174 | 15.23 | 339,759 | 28.14 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5,624 | 1.41 | 228 | 12.94 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 297,199 | 11.78 | 12,033 | 24.31 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 197,253 | 7,987 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 35,925 | 17.88 | 1,455 | 31.11 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 8,499 | -9.84 | 344 | 0.29 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 69,208 | 2.69 | 2,802 | 14.23 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 117 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 428,420 | 0.87 | 17,347 | 12.17 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 12,811 | -43.35 | 519 | -37.06 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 32,354 | -13.38 | 1,310 | -3.61 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 402,429 | 0.91 | 16,294 | 12.23 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 15,540 | 0.00 | 629 | 11.33 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 137,855 | 5,488 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 93,822 | 33.04 | 3,789 | 46.25 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 2,747 | 1.67 | 111 | 13.27 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,801,092 | 4.11 | 113,416 | 15.78 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 28,035 | 34.88 | 1,135 | 50.13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4,418,246 | -1.73 | 178,893 | 9.27 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 9,800 | 3.70 | 397 | 15.12 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 122,335 | -6.40 | 4,953 | 4.10 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 214,437 | 3.36 | 8,683 | 14.95 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 37,634 | -0.72 | 1,524 | 10.36 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 241 | 10 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,550 | -0.75 | 225 | 10.34 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 331,523 | -3.11 | 13,423 | 7.75 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 647,189 | 7.71 | 26,205 | 19.77 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 624 | 25 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15,398 | 6.99 | 623 | 26.88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 292,666 | 11,850 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 163,036 | -0.58 | 6,601 | 10.57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 18,628 | -3.56 | 752 | 16.05 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 600 | 24 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6,324 | 1.18 | 256 | 12.78 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 46,417 | 0.27 | 1,879 | 11.51 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 10,040 | -21.70 | 409 | -12.45 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 611 | 1,427.50 | 25 | 2,300.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2,271,295 | -2.85 | 91,965 | 8.04 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 115,468 | -28.90 | 4,675 | -20.94 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 66,378 | -44.25 | 2,684 | -38.09 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 24,561 | 30.43 | 994 | 45.11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,610,586 | 258.22 | 65,214 | 298.38 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 970,305 | -0.95 | 39,287 | 10.15 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14,333 | -4.97 | 580 | 17.89 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10,206 | -3.65 | 413 | 7.27 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4,112,120 | -2.37 | 166,500 | 8.61 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 62 | 3 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 124,932 | 5,059 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 74 | 1.37 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 41,518 | 22.71 | 1,687 | 32.76 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29,184 | 10.60 | 1 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 436,079 | 2.41 | 17,657 | 13.89 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 7,467 | 302 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 206,320 | 34.43 | 8,354 | 49.48 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,214 | 90 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 782,790 | 1.41 | 32 | 10.71 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 151 | 0.00 | 6 | 20.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 734 | 78.16 | 30 | 93.33 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5,583 | 226 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 44 | 0.00 | 2 | 0.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2,378 | -9.51 | 87 | -6.52 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 62,387 | 15.29 | 2,526 | 28.22 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 50,501 | 0.72 | 2,045 | 12.00 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 7,971 | 323 | ||||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 13,701 | 0.00 | 555 | 11.24 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11,632 | -10.54 | 471 | -0.63 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 55,305 | 0.93 | 2,239 | 12.23 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 147,304 | -0.41 | 5,964 | 10.75 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 469 | 0.00 | 19 | 5.88 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 35,856 | 1.42 | 1,452 | 12.74 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 139,581 | 2.19 | 5,652 | 13.63 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2,153 | 87 | ||||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 64,945 | 42.53 | 2,630 | 58.47 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 5,088 | -1.81 | 206 | 9.57 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 168,515 | 230.17 | 7 | 500.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15,077 | -6.86 | 610 | 10.51 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 11,623 | 1.41 | 471 | 12.71 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 997 | 49.10 | ||||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 11,565 | -0.31 | 468 | 10.90 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 247,136 | -1.35 | 10,007 | 9.70 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 27,730 | 0.17 | 1,123 | 11.42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 871,639 | -8.58 | 35,293 | 8.45 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 19,128 | 774 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 385,084 | 0.75 | 15,592 | 12.04 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 8,701 | -1.02 | 352 | 10.00 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 6,011 | 0.00 | 243 | 11.47 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 404,032 | 36.33 | 16,359 | 51.61 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 160,665 | 2.52 | 6,505 | 14.00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 3,862 | 71.72 | 156 | 92.59 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10,363 | -7.46 | 431 | 0.23 | ||||
| 2025-08-11 | 13F | Fairfield University | 133,924 | -80.91 | 5,423 | -78.77 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 9,152 | 11.20 | 371 | 23.75 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 8,783 | -40.50 | 356 | -33.89 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 17,090 | -0.09 | 692 | 11.09 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 23,473 | -1.79 | 950 | 9.20 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 12,042 | -0.61 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 2,817 | 1.40 | 114 | 12.87 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 18,523 | -33.65 | 750 | -26.28 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 63,059 | 8.29 | 2,553 | 20.42 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,478 | 216.76 | 141 | 258.97 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 148,795 | -3.70 | 6,025 | 7.09 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 9,989 | 1.01 | 404 | 12.22 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 143,105 | 2.85 | 5,794 | 14.37 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1,106,640 | 37.34 | 44,808 | 52.73 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 7,490 | 0.00 | 303 | 11.40 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 285,417 | -95.37 | 11,557 | -94.85 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7,115 | 7.19 | 288 | 19.50 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 377,711 | -1.21 | 15,294 | 9.86 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 362,546 | -4.52 | 14,679 | 6.18 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 10,704 | -0.75 | 433 | 10.46 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 8,704 | 12.82 | 352 | 25.71 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 192 | 0.00 | 8 | 16.67 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 6,375 | 0.00 | 232 | 6.91 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 606 | 0.00 | 25 | 9.09 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 6,094 | -15.22 | 247 | -5.75 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 214,253 | 21.46 | 8,675 | 35.08 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 97,595 | 1.95 | 3,952 | 13.37 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 382,438 | 1.07 | 15,485 | 12.40 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 424,742 | 42.40 | 17,198 | 58.35 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 31,389 | -1.14 | 1,271 | 9.86 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 276,169 | 0.00 | 11 | 10.00 | ||||
| 2025-04-09 | 13F | JGP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 1,221 | 49 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2,184 | 3.02 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 95,257 | -29.40 | 3,857 | -21.50 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 22,879 | 926 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 537,552 | 12.96 | 21,765 | 25.62 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12,114 | -0.01 | 490 | 11.11 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 89 | 4 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 3,159 | 128 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,015,227 | 15.81 | 41,107 | 28.79 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 164,462 | 1.70 | 6,659 | 13.09 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 5,967 | 242 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 81,222 | 0.00 | 3,289 | 11.19 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 58,476 | 32.40 | 2,368 | 47.20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 133,646 | 50.88 | 5,411 | 67.78 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 27,024 | 1,094 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14,312 | 48.59 | 579 | 65.43 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 470 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 39,409 | 0.30 | 1,596 | 11.54 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 8,692 | -74.79 | 352 | -71.95 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2,206 | -7.31 | 89 | 9.88 | ||||
| 2025-07-02 | 13F | Norway Savings Bank | 100,937 | -3.13 | 4,087 | 7.72 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8,276 | 9.05 | 335 | 21.38 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7,931 | 21.12 | 321 | 34.87 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6,827 | -19.68 | 276 | -10.68 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 168,668 | -3.08 | 6,829 | 7.78 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,395,890 | 0.32 | 56,797 | 12.11 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 1,900 | 0.00 | 77 | 10.14 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 369 | 0.00 | 15 | 7.69 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 118,212 | -5.09 | 4,785 | 5.54 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 20,957 | 846 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 177,602 | 15.36 | 7,191 | 28.30 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 5,731 | -22.79 | 232 | -14.07 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 12,087 | 0.07 | 489 | 11.39 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6,942 | 1.60 | 281 | 13.31 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 203,228 | 61.04 | 8,229 | 79.10 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 21,692 | 4.70 | 878 | 16.45 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 150,419 | -31.55 | 6,090 | -23.87 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 6,769 | 0.00 | 274 | 11.38 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 6,872 | 0.00 | 278 | 11.20 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 90,502 | 7.35 | 3,664 | 19.39 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5,536 | -33.46 | 224 | -25.83 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 41,340 | 2.69 | 1,674 | 14.20 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 367 | 0.00 | 15 | 7.69 | ||||
| 2025-07-28 | 13F | Tlwm | 13,986 | -0.60 | 566 | 10.55 | ||||
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 219,390 | 8,734 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42,863 | -1.38 | 1,745 | 13.54 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 9,207 | 12.68 | 373 | 25.25 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 4,944 | 200 | ||||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 44,779 | 4.85 | 1,813 | 16.67 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,972 | 35.91 | 80 | 51.92 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 18,883 | 10.50 | 765 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5,683 | -5.86 | 230 | 5.02 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1,813,687 | 9.36 | 73,345 | 20.70 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 130 | 0.00 | 5 | 25.00 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 11,209 | 0.08 | 454 | 11.30 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 10,110 | -6.59 | 409 | 3.81 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 46,587 | -1.41 | 1,886 | 9.65 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 507,962 | 15.35 | 20,567 | 28.28 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 708,918 | 498.97 | 28,704 | 566.14 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 1,595,482 | 1.94 | 64,601 | 25.69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 7,695 | 42.71 | 312 | 58.67 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1,200 | 49 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 37,000 | 1.97 | 1,498 | 13.40 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 347 | 0 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 34 | 0.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 23,911 | -20.13 | 968 | -11.19 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 6,332 | 0.00 | 256 | 11.30 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 218,934 | 2.39 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3,983,830 | 686.53 | 161,305 | 774.71 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,822 | -17.07 | 74 | -7.59 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 20,862 | -1.74 | 845 | 9.18 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 51,780 | 688.25 | 2,091 | 742.74 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 7,603 | 308 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 2,158 | 15.09 | 87 | 27.94 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2,578 | 2.63 | 104 | 14.29 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 901,955 | 10.34 | 36,520 | 22.71 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 27,222 | 9.18 | 1,102 | 21.50 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 489,841 | -2.58 | 19,834 | 8.34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 783,624 | 17.20 | 31,729 | 30.33 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 117,593 | 11.81 | 4,761 | 24.34 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 33,078 | 103.33 | 1,339 | 126.18 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1,064 | 0.00 | 43 | 13.16 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 231,593 | -0.91 | 9,377 | 10.19 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 5,088 | 4,611.11 | 206 | 6,766.67 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 2,912 | -0.48 | 118 | 10.38 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 18,997 | -7.54 | 769 | 2.81 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 100,736 | 15.52 | 4,079 | 28.48 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 133,128 | -8.64 | 5,421 | 1.82 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 7,780 | 315 | ||||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 172,676 | 13.82 | 6,992 | 26.58 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 73,966 | 2,995 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 46,963 | 0.98 | 1,902 | 12.29 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 46,088 | -14.25 | 1,866 | -4.65 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7,322 | 296 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 95,099 | -3.79 | 3,840 | 5.79 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 6,442 | 261 | ||||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 383,847 | 1.23 | 15,542 | 12.57 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 661,727 | -6.01 | 26,793 | 4.53 | ||||
| 2025-08-04 | 13F | Balentine LLC | 24,253 | -3.47 | 982 | 7.44 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 43,331 | 12.97 | 1,754 | 25.64 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 932,870 | -6.34 | 37,772 | 4.16 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 963,759 | 289.51 | 39 | 387.50 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 70,495 | 2,854 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 14,181,618 | 9.36 | 574 | 21.61 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 247,260 | 8.38 | 10,012 | 20.53 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 8,324 | -5.74 | 337 | 4.98 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 42,139 | 53.09 | 1,706 | 70.26 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 9,213 | 0.09 | 373 | 11.34 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 53,674 | -28.55 | 2,173 | -20.55 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 12,129 | 0.00 | 491 | 11.34 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 247,342 | -9.14 | 10,015 | 1.04 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9,805 | -18.02 | 397 | -8.74 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 888 | 36 | ||||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 142,066 | 8.04 | 5,683 | 18.30 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 683,161 | 3.72 | 27,661 | 13.60 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 6,723 | 272 | ||||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 182,089 | 0.67 | 7,373 | 11.95 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 85,900 | -30.28 | 3,478 | -22.45 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 35,325 | -6.88 | 1,438 | 4.13 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 38,902 | 0.64 | 1,575 | 11.94 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,393 | 218 | ||||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 1,769 | 0.00 | 72 | 10.94 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 69,213 | -8.05 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 77,263 | -0.49 | 3,128 | 10.65 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 109,305 | -24.33 | 4,426 | -15.86 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 134,097 | 28.62 | 5,430 | 43.02 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 14,392 | 0.92 | 524 | 4.80 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 55,622 | 25.59 | 2,252 | 39.70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9,415 | 43.96 | 381 | 60.08 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 6,275 | 254 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7,726,859 | 24.80 | 313 | 38.67 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6,209 | 253 | ||||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 193,217 | 7.88 | 7,315 | 14.64 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 17,150 | -32.55 | 694 | -24.97 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 112,970 | 0.25 | 4,574 | 11.48 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 5,278 | -24.59 | 214 | -16.14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,985,322 | 24.37 | 200,012 | 37.03 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 53,579 | 0.12 | 2,169 | 11.34 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,920 | -63.61 | 362 | -61.14 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 89,077 | -0.01 | 3,607 | 11.19 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 32,598 | -13.58 | 1,320 | -3.93 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 2,372,040 | -5.97 | 96,044 | 4.56 | ||||
| 2025-07-07 | 13F | Trust Co | 816 | -0.12 | 33 | 13.79 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 8,911 | -51.93 | 361 | -46.51 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 732,670 | 7.86 | 29,666 | 19.95 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 8,373 | -3.41 | 339 | 7.62 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 0 | 0 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 187 | 0.00 | 8 | 16.67 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 20,851 | -2.42 | 844 | 8.48 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 259,147 | -3.39 | 10,493 | 7.42 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 20,082 | 1.68 | 802 | 11.40 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 69,944 | 8.35 | 2,873 | 24.22 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 746 | 0.00 | 30 | 11.11 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5,636 | -11.03 | 228 | -0.87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10,169 | 412 | ||||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 703,776 | 5.20 | 28,496 | 16.99 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 6,419 | 0.23 | 260 | 11.16 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 8,476 | -1.36 | 343 | 9.94 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 89,258 | 531.92 | 3,614 | 603.11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 723,650 | 14.37 | 29,301 | 27.18 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB | 173,800 | -27.58 | 7,037 | -19.47 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 31,302 | 187.70 | 1,267 | 219.95 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 738,744 | 4.48 | 29,912 | 16.19 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 23,308 | 13.10 | 944 | 25.73 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 7,887 | -0.67 | 319 | 10.38 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 17,438 | 706 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 19,604 | 0.00 | 794 | 11.22 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,077,404 | -5.46 | 246 | 5.13 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 40,999 | 2.62 | 1,660 | 14.17 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 544,588 | 5.66 | 22,050 | 17.51 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 885,540 | 1.65 | 35,856 | 13.04 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 159 | 1.27 | 6 | 20.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 65,811 | -2.26 | 2,665 | 8.69 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 3,215 | 0.00 | 130 | 11.11 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 87,582 | 0.64 | 3,546 | 11.93 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 20,403 | -17.26 | 826 | -7.92 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 100,738 | 4 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 863,857 | -32.11 | 34,978 | -24.50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6,647,594 | -13.33 | 269,161 | -3.62 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21,089 | 854 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 422,738 | 4.37 | 17,117 | 16.06 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 91,629 | 16.30 | 3,723 | 29.78 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2,990 | 0.00 | 121 | 12.04 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,565,077 | 63,370 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 10,318 | -94.37 | 418 | -93.43 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 5,521 | -0.52 | 224 | 10.40 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 52,252 | 0.81 | 2,142 | 13.51 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 92,378 | -3.66 | 3,740 | 7.13 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 30 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,382,482 | -16.19 | 96,467 | -6.79 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 33,560 | 0.27 | 1,359 | 11.49 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 5,605 | 4.94 | 227 | 16.49 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 5,129 | 208 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 498 | 0.00 | 20 | 11.11 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 29,681 | 11.62 | 1,202 | 24.07 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 639 | 0.31 | 26 | 8.70 | ||||
| 2025-05-15 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 177,098 | 15.00 | 7,171 | 27.88 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 50,559 | 5.43 | 2,047 | 17.24 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 557,518 | 51.53 | 22,574 | 68.51 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 255,803 | 1.42 | 10,357 | 12.78 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 45,059 | 1.07 | 1,824 | 12.38 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 8,327 | 0.00 | 336 | 12.37 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 6,861 | -68.49 | 256 | -67.80 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 402,017 | 1.28 | 16,278 | 12.52 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1,045 | 0.00 | 42 | 10.53 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 323,195 | -1.35 | 13,086 | 9.71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20,569 | -55.83 | 833 | -50.91 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 81,497 | -6.86 | 3,300 | 3.58 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 8,012 | 0.00 | 324 | 11.34 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1,400 | 57 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 822,837 | 0.93 | 33,317 | 12.24 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 372,603 | 17.65 | 15,087 | 30.84 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20,068 | -46.47 | 813 | -40.51 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 17,385 | -56.54 | 704 | -51.72 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 49,969 | 1,190.19 | 2,023 | 872.60 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 11,629 | -7.27 | 471 | 9.81 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 78,468 | 9.65 | 3,177 | 21.96 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 187,076 | 31.99 | 7,575 | 46.78 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 37,122 | -1.88 | 1,503 | 9.15 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 9,423 | -12.95 | 382 | -3.30 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 259 | 0.00 | 10 | 11.11 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 96,345 | -8.43 | 3,901 | 1.85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 20,833 | 0.97 | 844 | 12.25 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 9,415 | -3.88 | 381 | 7.02 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 105,616 | 6.25 | 4,276 | 18.15 |
Other Listings
| MX:SPDW |
