Mga Batayang Estadistika
| Pemilik Institusional | 887 total, 887 long only, 0 short only, 0 long/short - change of 4.48% MRQ |
| Alokasi Portofolio Rata-rata | 0.7181 % - change of 11.91% MRQ |
| Saham Institusional (Jangka Panjang) | 223,432,617 (ex 13D/G) - change of 18.89MM shares 9.24% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 9,153,476 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF (US:SPEM) memiliki 887 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 223,432,617 saham. Pemegang saham terbesar meliputi Creative Planning, Financial Engines Advisors L.L.C., LPL Financial LLC, Charles Schwab Investment Management Inc, Allworth Financial LP, Envestnet Asset Management Inc, Morgan Stanley, Ameriprise Financial Inc, Tiaa Trust, National Association, and Horizon Investments, LLC .
Struktur kepemilikan institusional SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF (ARCA:SPEM) 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 44.82 / share. Previously, on September 9, 2024, the share price was 37.72 / share. This represents an increase of 18.82% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 43 | -84.81 | 2 | -90.91 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33,715 | 28.34 | 1,441 | 39.26 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 109,639 | 9.24 | 4,686 | 18.58 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 25,609 | 46.94 | 1,008 | 50.90 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 88,020 | -2.48 | 3,762 | 5.85 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 17,388 | -1.93 | 743 | 6.45 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 27 | 1 | ||||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 14,255 | 609 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2,768 | 0.00 | 118 | 9.26 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 230,593 | 140.34 | 9,856 | 160.92 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 38,860 | 8.71 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 134,049 | -41.73 | 5,729 | -36.75 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 149,300 | -2.47 | 6,381 | 5.87 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 23,362 | -14.38 | 998 | -7.08 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 3 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 186,248 | 3.24 | 7,960 | 12.08 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 4,653 | 208 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 323,023 | -5.02 | 13,774 | 7.74 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 435,228 | 2.64 | 18,602 | 11.42 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 24,447 | -1.78 | 1,045 | 11.18 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 144,182 | -6.67 | 6,162 | 1.32 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30,178 | 8.68 | 1,290 | 17.93 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 15,483 | 0.87 | 662 | 9.44 | ||||
| 2025-07-18 | 13F | Vicus Capital | 22,866 | 97.68 | 977 | 114.73 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,914 | 268.79 | 82 | 305.00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 13,640 | -0.02 | 583 | 21.50 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 313,052 | 0.30 | 13,380 | 8.89 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 12,485 | 0.00 | 534 | 8.55 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 22,115 | 7.13 | 945 | 16.38 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2,136 | -0.23 | 0 | |||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 89,055 | -0.88 | 3,806 | 7.61 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 9,682 | 2.79 | 414 | 11.62 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5,441 | -0.77 | 233 | 7.91 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 558,860 | 23,886 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 483 | -0.21 | 21 | 5.26 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 227,403 | 11.97 | 9,719 | 21.56 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 68,155 | -1.40 | 2,913 | 7.02 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 4,883 | 0.00 | 209 | 8.33 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 39,386 | -21.78 | 1,683 | -15.09 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 10,160 | 17.46 | 434 | 27.65 | ||||
| 2025-06-27 | NP | INTL - Main International ETF | 194,625 | 7,666 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 156 | -56.30 | 7 | -57.14 | ||||
| 2025-07-29 | 13F | Liquid Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 993,049 | 32.50 | 42,443 | 43.84 | ||||
| 2025-04-14 | 13F | Flagship Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 8,296 | -2.73 | 355 | 5.67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 394,638 | 4.65 | 16,961 | 14.25 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5,016 | 214 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 25,610 | 15.18 | 1,095 | 25.03 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 54,968 | -26.20 | 2,394 | -19.94 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6,009 | -66.99 | 257 | -64.25 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 47,997 | 722.85 | 2 | |||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 6,711 | 0.00 | 287 | 8.33 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 132 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 7,063 | 0.00 | 302 | 8.27 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 19,405 | 5.78 | 829 | 14.82 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 313,120 | -12.76 | 13,383 | -5.30 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | 6 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 106 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 26,940 | 1.07 | 1 | 0.00 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 56,642 | 509.78 | 2,421 | 563.01 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 356 | 15 | ||||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 18,821 | -2.57 | 804 | 5.79 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36,333 | 45.90 | 1,553 | 58.37 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4,691 | 200 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 614,170 | -12.51 | 26 | -3.70 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 9,641 | 6.10 | 412 | 15.41 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 180,873 | -12.62 | 7,731 | -5.14 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 49,644 | -1.50 | 2,122 | 6.91 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,054,166 | -11.10 | 45,055 | -3.49 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 20,395 | 11.78 | 872 | 21.31 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 70,398 | 124.28 | 3,009 | 143.56 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 607,931 | 21.79 | 25,983 | 32.21 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1,243 | 0.00 | 53 | 10.42 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,195 | 3.79 | 307 | 12.87 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11,858 | 4.25 | 507 | 13.20 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 38,247 | 0.76 | 1,506 | 3.37 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 985,350 | 15.36 | 42,114 | 25.24 | ||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23,300 | 54.30 | 996 | 67.51 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 44,176 | 29.57 | 1,888 | 40.69 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 14,457 | -0.12 | 616 | 9.61 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 448 | 0.00 | 19 | 11.76 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 40,261 | -14.18 | 1,721 | -7.23 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 44,436 | 521.57 | 2 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 22,356 | 0.00 | 956 | 8.52 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 20,217 | 0.01 | 864 | 8.68 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 272,114 | 1.14 | 11,630 | 9.80 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 8,783 | 375 | ||||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 4,942 | 54.82 | 211 | 68.80 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 673 | 1.20 | 29 | 7.69 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 158 | 7 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 74,782 | 22.79 | 3,196 | 33.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 84,275 | 304.12 | 3,602 | 338.61 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 210,942 | 66.94 | 9,016 | 81.24 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 65,370 | 264.38 | 2,794 | 295.61 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 500 | 0.00 | 21 | 10.53 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 59,505 | -0.80 | 2,433 | 7.47 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 118,062 | -1.66 | 5,046 | 6.75 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 191,535 | 19.02 | 8,186 | 29.22 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 164,055 | 78.27 | 7,012 | 93.51 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 22,770 | 973 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 272 | 1.49 | 12 | 10.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 200 | 9 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 619,879 | -15.15 | 26,494 | -7.89 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 133,396 | -0.56 | 5,701 | 7.95 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 30,771 | -80.76 | 1 | -83.33 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 145,432 | 2.02 | 6,216 | 10.74 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 73,387 | 2.63 | 3,137 | 16.44 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 6,853 | 7.84 | 293 | 16.80 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 8,143 | 0.00 | 348 | 8.75 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 70,574 | 2.19 | 3,016 | 10.88 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9,400 | 0.27 | 402 | 8.67 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13,487 | -17.07 | 576 | -10.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 29 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 280,427 | 130.48 | 12,111 | 152.84 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 18,317 | -5.92 | 783 | 2.09 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 52,396 | -37.26 | 2,239 | -31.90 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 661,833 | 5.61 | 28,287 | 14.65 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 14,084 | 0.49 | 602 | 9.07 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 46,317 | 31.52 | 2,049 | 47.87 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 46,301 | -31.24 | 1,979 | -25.39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14,635 | 80.15 | 625 | 95.92 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 12,166 | -9.34 | 520 | -1.70 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 34,930 | 0.00 | 1,493 | 6.42 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 6,805 | -22.79 | 291 | -16.43 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 10,747 | -38.95 | 459 | -27.94 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 5,306 | -2.48 | 227 | 5.61 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 11,373 | 1.07 | 486 | 9.71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,264,434 | 6.89 | 96,782 | 16.04 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 20,127 | -0.18 | 860 | 8.45 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 38,338 | 568.96 | 1,639 | 628.00 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 22,422 | -0.96 | 958 | 7.52 | ||||
| 2025-08-12 | NP | DFNDX - Kensington Defender Fund Institutional Class | 93,373 | 3,991 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 548,067 | -3.64 | 23,424 | 4.61 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,951 | -0.25 | 169 | 8.39 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 15,192 | 649 | ||||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 599,068 | 1.70 | 25,604 | 10.41 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9,824 | 0.02 | 420 | 8.55 | ||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 11,526 | 4.50 | 493 | 13.36 | ||||
| 2025-08-12 | 13F | Ade, Llc | 99,219 | -0.63 | 4,241 | 7.86 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 5,205 | 222 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 19,445 | -25.79 | 831 | -19.40 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Toroso Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 616,373 | 5.91 | 26,344 | 14.97 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 32,747 | -1.80 | 1,400 | 6.63 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 359,964 | -1.18 | 15,482 | 4.26 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 70,213 | 5.56 | 3,001 | 14.59 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 79,229 | -7.29 | 3,386 | 0.65 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8,750 | -0.19 | 374 | 8.41 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 139,914 | -1.99 | 5,980 | 6.39 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 11,352 | 9.34 | 485 | 18.87 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,005 | -18.09 | 43 | -12.50 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12,441 | 4.79 | 532 | 13.70 | ||||
| 2025-04-16 | 13F | Bensler, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,382,531 | -27.43 | 59,089 | -21.21 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1,072 | 0.00 | 46 | 7.14 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 19,323 | 17.44 | 826 | 27.51 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 29,986 | 21.22 | 1,282 | 31.65 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7,806 | 3.12 | 334 | 11.74 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 98,717 | -0.61 | 4,219 | 7.90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,418,921 | 11.36 | 60,645 | 20.89 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 75,035 | -5.82 | 3,207 | 2.23 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 5,209 | -24.67 | 223 | -18.38 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 6,220 | 0.00 | 266 | 8.61 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 302,356 | -32.75 | 12,923 | -26.99 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 30,062 | -3.42 | 1,285 | 4.82 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 154,315 | -21.25 | 6,595 | -14.51 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 85,806 | -20.40 | 3,667 | -13.58 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 20,021 | 13.70 | 886 | 27.89 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 27,035 | 48.47 | 1,156 | 61.31 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 16,097 | 0.74 | 688 | 9.22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 181,099 | 0.02 | 7,740 | 8.59 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 42,640 | 12.35 | 1,822 | 21.95 | ||||
| 2025-06-26 | NP | ALLW - SPDR Bridgewater All Weather ETF | 201,962 | 7,955 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 29,931 | -27.98 | 1,279 | -21.82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 733,297 | 41.56 | 31 | 55.00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 22 | -56.86 | 1 | -100.00 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1,814 | 42.39 | 78 | 54.00 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 438,749 | 3.02 | 18,752 | 11.84 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10,818 | 19.14 | 464 | 35.38 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 12,058 | 1.23 | 515 | 10.04 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 585,057 | -0.08 | 25,005 | 8.47 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 14,828 | 0.88 | 633 | 16.61 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 75,647 | -1.55 | 3,233 | 6.88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 863,739 | -1.81 | 37,305 | 7.72 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 472 | 0.00 | 20 | 11.11 | ||||
| 2025-05-14 | 13F | ICONIQ Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 40,489 | 0.00 | 1,594 | 2.64 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 288,104 | 16.62 | 12,314 | 29.90 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,667,857 | -3.94 | 71,284 | 4.28 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 468 | 0.00 | 20 | 11.11 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,670,904 | -3.45 | 114,154 | 4.81 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 26,201 | 88.67 | 1,120 | 104.95 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8,614 | 65.75 | 368 | 80.39 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 238 | 0.00 | 10 | 11.11 | ||||
| 2025-08-07 | 13F | PFG Advisors | 31,249 | 233.79 | 1,336 | 262.77 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 3,619 | 0.00 | 155 | 8.45 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2,124 | 91 | ||||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 3,185 | 104.56 | 136 | 122.95 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 53,636 | 9.21 | 2,292 | 18.57 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,145 | 49 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64,256 | -1.29 | 2,746 | 7.18 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7,748 | -8.99 | 331 | -1.19 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 12,002 | 0.00 | 513 | 8.47 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 195 | 0.00 | 8 | 14.29 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 221,212 | 16.51 | 9,455 | 26.49 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 47,101 | -0.28 | 2,016 | 8.39 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 12,263 | 4.78 | 524 | 13.91 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15,258 | 652 | ||||||
| 2025-07-21 | 13F | Quent Capital, LLC | 58,515 | -5.75 | 2,501 | 2.29 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 75,908 | 0.54 | 3,244 | 9.15 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 8,901 | -24.50 | 380 | -18.10 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 12,250 | -7.62 | 524 | 0.19 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 88,340 | -37.96 | 3,776 | -32.66 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 288 | 12 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 191,668 | 26.94 | 8 | 60.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 186,765 | 19.59 | 7,982 | 29.83 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8,805 | 880,400.00 | 376 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 299 | 0.00 | 13 | 9.09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15,271 | -2.84 | 653 | 5.50 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 77,536 | 1.49 | 3,314 | 10.18 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 18,885 | 1.11 | 1 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 34,930 | 50.34 | 1,493 | 69.93 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 70 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 37,421 | 13.59 | 1,599 | 23.28 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 238,723 | 11.34 | 10,203 | 20.86 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 65,278 | 17.47 | 2,790 | 27.53 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 21,416 | -0.34 | 915 | 8.16 | ||||
| 2025-04-23 | 13F | Aspetuck Financial Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 9,723 | 6.68 | 416 | 15.92 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 17,979 | 768 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6,170 | -0.85 | 264 | 7.35 | ||||
| 2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 34,756 | 8.00 | 1,485 | 17.21 | ||||
| 2025-04-15 | 13F | Collier Financial | 53,988 | 1,098.14 | 2,126 | 1,135.47 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1,795 | -2.34 | 77 | 5.56 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 12,073 | 0.62 | 516 | 9.32 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,363 | -13.62 | 58 | -10.77 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 30,073 | -27.06 | 1,285 | -20.83 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 96,702 | 10.15 | 4,133 | 19.59 | ||||
| 2025-08-12 | 13F | Main Management LLC | 1,146 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 10,427 | 8.58 | 446 | 17.72 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 66,939 | 405.31 | 2,861 | 462.99 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 7,639 | 0.00 | 326 | 8.67 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11,337 | 2.02 | 485 | 10.76 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 5,111 | 218 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 28,901 | 1.76 | 1,235 | 10.47 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 127,516 | 1,673.03 | 5,450 | 1,825.80 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 348,712 | 5.11 | 14,904 | 14.10 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 30,788 | 36.86 | 1,316 | 48.59 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 62,155 | 0.05 | 2,657 | 8.63 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 67,034 | 2.88 | 2,865 | 11.70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 181,068 | 2.03 | 7,129 | 4.68 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 17,440 | 745 | ||||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 14,869 | -2.24 | 636 | 6.19 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 220 | 0.00 | 9 | 12.50 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 25,907 | -90.16 | 1,107 | -89.32 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9,953 | 5.98 | 425 | 15.18 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 3,182,524 | 309.56 | 135,997 | 344.46 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 33,825 | 329.41 | 1,446 | 366.13 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 7,286 | -15.90 | 287 | -14.63 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2,567 | -15.31 | 110 | -8.40 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 58,271 | -0.98 | 2,491 | 7.51 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 50,455 | -6.01 | 2,156 | 2.04 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 117,079 | 0.50 | 5,004 | 9.09 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 8 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 18,152 | 776 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 41 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 858,301 | -0.51 | 36,684 | 8.01 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 8,686 | -11.50 | 371 | -3.89 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,689,099 | 1.85 | 285,892 | 10.88 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 471 | 20 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 54,454 | 3.12 | 2,327 | 11.98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 435,365 | 18,608 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,172 | 116.13 | 221 | 135.11 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 10,911 | -1.53 | 466 | 6.88 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 7,445 | 0.00 | 318 | 8.53 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 13,080 | 9.72 | 559 | 19.19 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 3,507 | -20.73 | 150 | -14.37 | ||||
| 2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 207,324 | 187.71 | 8,861 | 212.45 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 561 | 0.00 | 24 | 4.55 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 9,176 | -11.95 | 392 | -4.39 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 102,753 | 4.20 | 4,392 | 13.11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 192,507 | 0.98 | 8,228 | 9.62 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 27,264 | 0.00 | 1,165 | 8.57 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 60,164 | -1.98 | 2,571 | 6.42 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,686 | 158 | ||||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 26,391 | -19.51 | 1,128 | -12.64 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 95,040 | 23.05 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 27,270 | -31.15 | 1,166 | -25.27 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 70,331 | 1.80 | 3,006 | 10.52 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 312 | 0.00 | 12 | 9.09 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 200 | 9 | ||||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 74,093 | -24.39 | 3,167 | -17.94 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,486 | -1.08 | 234 | 7.34 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 5,317 | 0.00 | 227 | 8.61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,561,642 | -1.90 | 66,745 | 6.50 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 84,099 | 3.35 | 3,594 | 12.21 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 67,248 | -1.35 | 2,874 | 7.12 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 80,885 | -0.37 | 3,457 | 8.17 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,556 | -11.41 | 280 | -3.78 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 43 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | American National Bank | 22,462 | 50.15 | 960 | 63.27 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 18,408 | 1.29 | 787 | 9.93 | ||||
| 2025-07-17 | 13F | KWB Wealth | 581,753 | 25.84 | 22,904 | 29.13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,666,335 | 6.99 | 71,219 | 16.15 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,577 | -91.64 | 67 | -90.73 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 21,558 | 2.44 | 921 | 11.23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21,236 | 19.10 | 905 | 28.73 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 18,620 | -1.64 | 796 | 6.71 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 160,360 | 3.94 | 6,854 | 12.83 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 16,401 | -0.88 | 701 | 7.53 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 102,363 | 0.00 | 4,226 | 0.00 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 130,232 | 5.07 | 5,566 | 14.08 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 3,577 | 0.70 | 153 | 9.35 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 8,838 | 0.36 | 378 | 8.96 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 13,759 | -16.65 | 588 | -9.40 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 15,130 | 25.80 | 647 | 36.58 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 72,608 | 4.24 | 3,103 | 13.17 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 133,521 | 1.92 | 5,707 | 11.05 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 6,523 | 279 | ||||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 61,590 | 3.42 | 2,632 | 12.29 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 27,119 | -20.17 | 1,159 | -13.31 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 250 | 11 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 885 | 38 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 263,116 | 15.20 | 11,246 | 25.07 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 60 | 3 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 259 | -49.61 | 11 | -45.00 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 16,916 | 0.46 | 724 | 17.34 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 20,274 | -2.13 | 867 | 6.26 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 29,800 | 107.67 | 1,274 | 125.71 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 26,586 | 95.16 | 1,136 | 111.94 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 6,183 | 0.00 | 243 | 2.53 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,088 | 0.00 | 132 | 8.26 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 30,117 | 1.62 | 1,287 | 10.38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 26,039 | 68,423.68 | 1,113 | 111,100.00 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 33,733 | 0.34 | 1,442 | 8.92 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 757,286 | -1.04 | 32,366 | 7.44 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 236 | 43.03 | 10 | 66.67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,102,828 | 5.84 | 47,134 | 14.89 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 60,153 | -26.24 | 2,577 | -19.72 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 61,703 | -42.88 | 2,637 | -37.98 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 126,641 | 5.23 | 5,413 | 14.23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,190,512 | 12.00 | 94 | 20.78 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9,104 | 22.58 | 358 | 26.06 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10,076 | 16.88 | 431 | 26.84 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 60 | 1.69 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 13,619 | 0.00 | 582 | 23.31 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1,138,987 | -2.34 | 48,680 | 6.06 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 42 | 2 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,667 | 1 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 85,703 | 1.06 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 511,500 | -1.06 | 21,862 | 7.41 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 264 | 1.15 | 11 | 10.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2,397 | 0.00 | 102 | 8.51 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 136 | 0.00 | 6 | 0.00 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 74,594 | 2.64 | 2,937 | 5.31 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 157,076 | 1.37 | 6,713 | 10.05 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 218,849 | 1.58 | 9 | 12.50 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 10,219 | -2.38 | 437 | 5.83 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 8,058 | -2.54 | 344 | 5.85 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 113 | 5 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 223,600 | 200.03 | 9,557 | 225.70 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 355,532 | 10.75 | 15,195 | 20.23 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 31,297 | -4.63 | 1,338 | 3.48 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 26,570 | 1,216.65 | 1 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 54,003 | 46.33 | 2,308 | 58.95 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 929 | 40 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 73,074 | 1.69 | 3,123 | 10.39 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 54,225 | 117.59 | 2,318 | 136.19 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 4,870 | 208 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 264,670 | 34.59 | 11,312 | 46.11 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10,566 | 0.00 | 452 | 8.67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 535 | 0.00 | 23 | 4.76 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 27,207 | 1,163 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7,476 | 8.13 | 320 | 17.28 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10,318 | -70.93 | 441 | -67.67 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 6,228 | -20.06 | 266 | -13.07 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,201 | 222 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 25,825 | 252.90 | 1,104 | 282.99 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 31,086 | -16.11 | 1,329 | -8.92 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 160,391 | -1.71 | 6,855 | 6.71 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 5,151 | 220 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 6,179 | -27.34 | 264 | -20.96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 28,226 | 15.55 | 1,206 | 25.49 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 51,652 | -2.34 | 2,208 | 6.00 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 6,045 | 0.00 | 258 | 8.86 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 24,665 | 3.80 | 1,054 | 12.73 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,530 | 0.07 | 322 | 8.45 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 63,694 | -0.64 | 2,722 | 7.89 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 18,486 | -14.54 | 804 | -5.96 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 144,403 | 1.41 | 6,172 | 10.08 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 335 | 14 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 137,530 | -94.17 | 5,878 | -93.68 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 109,429 | 5.34 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 41,252 | -0.42 | 1,763 | 8.16 | ||||
| 2025-05-06 | 13F | AllGen Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 22,933 | 6.26 | 980 | 15.43 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 41,091 | -0.15 | 1,756 | 8.40 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 17,125 | 0.00 | 732 | 8.46 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 3,349 | 0.00 | 143 | 9.16 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 14,140 | 604 | ||||||
| 2025-08-12 | 13F | Main Management ETF Advisors, LLC | 193,500 | -0.58 | 8 | 14.29 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,584 | 324 | ||||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 5,718 | -0.03 | 244 | 8.44 | ||||
| 2025-07-31 | 13F | City State Bank | 21,426 | -1.56 | 916 | 6.89 | ||||
| 2025-06-27 | NP | IDUB - International Drawdown Managed Equity ETF | 1,924,073 | 8.87 | 75,789 | 10.72 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 107,144 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 9,842 | 0.00 | 421 | 8.53 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 19,169 | -0.15 | 819 | 8.48 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 65,539 | 149.30 | 2,801 | 170.89 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4,880 | -47.15 | 209 | -42.70 | ||||
| 2025-08-12 | 13F | Chaney Capital Management, Inc. | 416,111 | 2.18 | 17,785 | 10.93 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 57,952 | 2.76 | 2,477 | 11.53 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 52,079 | -8.55 | 2,226 | -0.76 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 169,489 | -5.69 | 7,244 | 2.37 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 100,995 | -13.68 | 4,324 | -3.72 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 516 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 19,400 | 829 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,122 | 0.00 | 48 | 6.82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 197,777 | 46.83 | 8,453 | 59.41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 66,007 | 29.23 | 2,821 | 40.35 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 2,739 | 0.00 | 117 | 9.35 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 159,360 | -14.12 | 6,811 | -6.76 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 45,949 | 0.00 | 1,964 | 8.51 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 42,009 | -0.29 | 1,795 | 8.26 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 8,195 | 0.00 | 350 | 8.70 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,180 | 18.95 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 30,391 | 86.13 | 1,299 | 102.18 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8,028 | 343 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 19,802 | 16.20 | 846 | 26.27 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 16,290 | 50.28 | 1 | |||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 152,875 | -1.89 | 6,534 | 6.50 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 39,789 | -3.40 | 1,700 | 4.87 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5,083 | -5.33 | 217 | 2.84 | ||||
| 2025-04-25 | 13F | Westfuller Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 86,684 | 71.39 | 3,705 | 86.04 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 92,229 | -9.27 | 3,942 | -1.50 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16,893 | 1.47 | 722 | 10.23 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 4,940 | 211 | ||||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 93,373 | 3,991 | ||||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9,059 | 14.40 | 386 | 24.12 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 87,011 | 14.47 | 3,719 | 24.26 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 38,604 | 7.83 | 1,650 | 17.03 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 18,179 | -0.01 | 779 | 14.41 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 680,445 | 134.27 | 29,082 | 154.32 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 477 | 64.48 | 20 | 81.82 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 597,221 | 10.70 | 25,591 | 19.75 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 119 | 0.00 | 5 | 25.00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 359,245 | 1,775.46 | 15,354 | 1,936.34 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5,904 | -17.23 | 252 | -10.00 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 28,891 | -0.81 | 1,235 | 7.68 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 9 | 0 | ||||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 67,676 | -2.73 | 2,892 | 18.19 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 29,039 | 0.00 | 1,241 | 8.57 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 263,223 | 4.30 | 11,250 | 13.24 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 96,176 | -4.53 | 4,111 | 3.63 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 29,809 | 100.98 | 1,271 | 118.01 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 8,000 | 0.00 | 342 | 8.60 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 24 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 203,823 | -36.20 | 8,711 | -30.74 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 123,187 | 3.69 | 5,253 | 12.29 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 429 | 18 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 30,790 | -5.12 | 1,316 | 2.98 | ||||
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 109,390 | 4,472 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 4,724 | 1.42 | 202 | 9.84 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 11,801 | -3.34 | 504 | 5.00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 338,822 | 14.31 | 14,481 | 24.10 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 621 | 0.00 | 27 | 8.33 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 11,705 | 37.09 | 500 | 48.81 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 357 | 0.00 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 35,358 | 21.50 | 1,511 | 31.97 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 16,215 | -0.55 | 693 | 8.11 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 16,238 | 0.09 | 694 | 8.78 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 148,645 | 2.94 | 6 | 20.00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 113 | 5 | ||||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 38,848 | 1.95 | 1,660 | 10.67 | ||||
| 2025-08-04 | 13F | Balentine LLC | 6,984 | 0.87 | 298 | 9.56 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,424 | 61 | ||||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 196 | 0.00 | 8 | 14.29 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 27,074 | -4.01 | 1,157 | 4.23 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 6,343 | 0.44 | 271 | 9.27 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 56,643 | -2.09 | 2,421 | 6.28 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 13,626 | 12.84 | 582 | 22.53 | ||||
| 2025-05-02 | 13F | Apollon Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 256,542 | -2.18 | 10,964 | 6.19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 75,587 | -86.16 | 3 | -85.71 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 29,389 | 316.39 | 1,253 | 350.72 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 16,154 | 8.75 | 690 | 18.15 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1,408,001 | -4.41 | 60,178 | 3.77 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 783,482 | 1.09 | 33,486 | 9.75 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 46,543 | -6.93 | 1,989 | 1.07 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 638,692 | 43.20 | 27,298 | 55.46 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 53,031 | 2,267 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 213,135 | 65.54 | 9,109 | 79.74 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 48,329 | -10.02 | 2,066 | -2.32 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 26,512 | 40.30 | 1,133 | 52.49 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 8,484 | -1.12 | 362 | 7.42 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 42 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 52,422 | 0.10 | 2,241 | 8.69 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 68,243 | 2.35 | 2,917 | 11.13 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57,271 | 68.33 | 2,448 | 82.75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 298,513 | 10.69 | 12,758 | 20.17 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 9,301 | 405 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 5,812 | -4.60 | 249 | 3.33 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 160,694 | -0.40 | 6,868 | 8.12 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 29,143 | 5.80 | 1,246 | 14.85 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 18,834 | 26.15 | 805 | 36.97 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 84,512 | -6.37 | 3,612 | 1.66 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 87,300 | 28.37 | 3,731 | 39.37 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 14,456 | 10.93 | 618 | 20.27 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 786,093 | 15.77 | 33,598 | 25.68 | ||||
| 2025-05-07 | 13F | Nottingham Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 610 | 0.00 | 26 | 8.33 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 5,402 | -43.88 | 231 | -39.15 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 2,206 | 24.63 | 94 | 36.23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19,997 | 51.84 | 855 | 64.86 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 16,315 | -1.53 | 697 | 6.90 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 10,267 | -3.57 | 439 | 4.53 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 357,903 | 363.80 | 15,297 | 403.49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,176,122 | 62.22 | 49,236 | 72.47 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 10,936 | 0.67 | 467 | 9.37 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 133,082 | 0.13 | 5,688 | 8.70 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 97,940 | 92.82 | 4,186 | 109.35 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 12,958 | 106.47 | 555 | 124.70 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 1,141,575 | 686.16 | 48,791 | 753.57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,824,389 | 124.54 | 78 | 148.39 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 60 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,505,869 | 17.26 | 107,101 | 27.30 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 402,573 | 4.31 | 17,206 | 13.24 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 35,086 | -0.79 | 1,500 | 7.69 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 33,176 | -1.35 | 1,418 | 7.02 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 5,614 | 246 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7,006 | 300 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4,816 | -29.81 | 206 | -24.07 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 16,804 | 22.05 | 718 | 32.47 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 359,245 | 101.18 | 15,354 | 118.41 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 17,395 | -3.83 | 743 | 4.35 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 73,901 | 25.76 | 3,159 | 36.53 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 200,763 | 5.39 | 8,581 | 14.42 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,751 | 203 | ||||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 19,833 | 39.13 | 848 | 50.98 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 127,815 | 9.30 | 5,463 | 18.66 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 268,640 | 81.56 | 11,482 | 97.10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 427,211 | 16.04 | 18 | 28.57 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 58,447 | 1.27 | 2,498 | 9.95 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 29,833 | -0.69 | 1,275 | 7.87 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 640,614 | 2.26 | 27,380 | 11.01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,429,778 | 6.27 | 232,069 | 15.36 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 486,126 | -0.94 | 20,777 | 7.55 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 11,792 | 92.52 | 504 | 108.71 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 22,833 | 1.71 | 976 | 10.42 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 7,510 | 321 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 10,916,062 | 6,486.97 | 466,552 | 7,051.32 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6,484,376 | 1.93 | 277,142 | 10.65 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 164,530 | 39.87 | 7,032 | 51.82 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 97,749 | 2.98 | 4,178 | 11.80 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5,250 | -26.23 | 224 | -20.00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 5,100 | 0.00 | 218 | 8.50 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16,194 | 710 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,380,284 | 3.24 | 144,473 | 12.08 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 234,021 | 3.45 | 10,002 | 12.31 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,694 | 28.71 | 115 | 40.24 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 585,722 | 3.38 | 25,075 | 17.11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 38,476 | 22.31 | 1,644 | 32.79 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4,879 | -8.22 | 209 | -0.48 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9,985 | 427 | ||||||
| 2025-08-12 | 13F | FreeGulliver LLC | 6,870 | 0.00 | 294 | 8.52 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 51,375 | 1.35 | 2,196 | 10.03 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 241,408 | 3.39 | 10,318 | 12.24 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 28,265 | 20.86 | 1,208 | 31.30 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 133,308 | -0.83 | 5,698 | 7.65 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 9,649 | 0.00 | 412 | 8.71 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 12,565 | 0.00 | 537 | 8.70 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 68,461 | 42.38 | 2,926 | 54.57 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 19,372 | -4.01 | 828 | 4.16 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 169,651 | 1.21 | 7,251 | 9.87 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 28 | 1 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,469 | 1.96 | 191 | 10.47 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 20,522 | -30.67 | 877 | -24.72 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 4,757 | 203 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 36,975 | 1.14 | 1,619 | 161,700.00 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 39,618 | 1.51 | 1,693 | 10.22 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 404,596 | 0.04 | 15,961 | 0.24 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 11,694 | -3.80 | 500 | 4.39 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15,056 | -0.61 | 643 | 7.89 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 273,424 | -1.03 | 10,765 | 3.48 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 24,752 | 1,060 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 11,709 | 0.28 | 500 | 8.93 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 21,774 | 84.71 | 931 | 100.43 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,701 | 201 | ||||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 79,044 | 1.77 | 3,378 | 10.50 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,477,285 | -2.04 | 105,879 | 6.34 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 23,999 | 25.87 | 1,026 | 36.67 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 984,214 | 54.69 | 42,065 | 67.93 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 129,207 | -0.55 | 5,522 | 7.96 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 253,600 | 0.25 | 10,839 | 8.83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,982 | 683 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 29,545 | 6.44 | 1,263 | 15.57 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 155,563 | 3.94 | 6,649 | 12.83 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 7,898 | 338 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 42,054 | 33.89 | 1,830 | 49.06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,511 | 23.67 | 449 | 34.43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26,530 | 1,134 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 16,871 | 188.10 | 729 | 216.96 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 69,372 | 8.18 | 2,965 | 17.43 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 24,481 | 1,046 | ||||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 8,478 | 0.00 | 362 | 8.71 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 25,083 | 0.96 | 1,072 | 9.61 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 132,714 | 2.61 | 5,672 | 11.35 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 800,152 | -0.18 | 34,198 | 8.01 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17,467 | 747 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,591 | -25.88 | 367 | -19.52 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 15,070 | 0.37 | 644 | 8.97 | ||||
| 2025-05-06 | 13F | Guidance Capital, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 49 | 2 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 800 | 0.00 | 34 | 9.68 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 10,990 | -8.03 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 334,327 | 25.60 | 14,289 | 36.36 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 11,722 | -11.18 | 502 | -3.28 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 71,594 | 5.79 | 3,060 | 14.83 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 145,644 | -3.04 | 6,225 | 5.24 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 630,359 | 30.83 | 26,942 | 42.03 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 20,153 | 23.74 | 861 | 34.32 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39,608 | 0.44 | 1,693 | 9.02 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39,858 | -5.34 | 1,704 | 2.78 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 43,084 | -9.73 | 1,841 | -2.02 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 31,150 | 0.02 | 1,331 | 8.56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 688,270 | 12.19 | 29,417 | 21.80 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 315,237 | -13.34 | 13,473 | -5.92 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 282,264 | 169.34 | 12,064 | 192.44 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 57,616 | -0.84 | 2,462 | 7.65 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,728 | -1.77 | 416 | 6.68 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 47,822 | 9.28 | 2,044 | 18.64 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 10,419 | 3.53 | 445 | 12.37 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 143,802 | 0.42 | 6,146 | 9.03 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 53,084 | -8.74 | 2,269 | -0.96 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 7,977 | -50.08 | 341 | -45.95 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 16,017 | 685 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,989 | -6.44 | 85 | 2.41 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 42,338 | -10.78 | 1,810 | -3.16 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 6,688 | 0.00 | 286 | 8.37 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 10,992 | 470 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 148,782 | 6,359 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 19,364 | 1 | ||||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 41,670 | 0.00 | 1,781 | 8.54 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 22,477 | 919 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 6,180 | 264 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32,476 | 7.48 | 1,388 | 16.74 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 10,672 | -7.36 | 456 | 0.66 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3,387 | 0.00 | 145 | 8.27 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 1,309,169 | -22.77 | 55,954 | -16.16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 259,425 | 13.87 | 11,088 | 26.84 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 240 | 10 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 45,378 | -2.97 | 1,939 | 5.32 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 45,809 | -37.00 | 1,958 | -31.62 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 168,969 | 202.68 | 7,222 | 228.68 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 14,147 | 0.00 | 557 | 0.00 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 135,059 | 8.56 | 5,772 | 18.04 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 72,143 | 4,225.12 | 2 | -98.46 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 115,010 | 3.05 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 8,661 | -9.37 | 371 | -1.33 | ||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 7,969 | -1.80 | 341 | 6.56 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 100,564 | -4.11 | 4,298 | 4.09 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 8,697 | -0.13 | 372 | 8.48 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 967 | 0.00 | 41 | 7.89 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 22,134 | -1.94 | 946 | 6.53 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 6,198 | 265 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 177,710 | -13.16 | 7,595 | -5.72 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 114,689 | 3.17 | 4,902 | 12.00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 943 | 2.84 | 40 | 11.11 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 93,790 | 5.03 | 4,009 | 14.03 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 84,213 | 2.42 | 3,599 | 11.18 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 89,121 | -0.01 | 3,809 | 8.55 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 311 | 0.00 | 13 | 8.33 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 22,281 | -0.04 | 1 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 140,565 | 7.71 | 6,008 | 16.94 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5,700 | 244 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 416,459 | 3,503.21 | 17,799 | 3,811.87 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 112,240 | 0.47 | 4,797 | 9.07 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 70 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 10,678 | 0.74 | 458 | 7.03 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 370 | 0.00 | 16 | 7.14 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 174 | 0.00 | 7 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,350 | 100 | ||||||
| 2025-05-12 | 13F | Capital Planning Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 5,850 | -2.78 | 250 | 5.93 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4,892 | 209 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3,621 | 0.00 | 155 | 8.45 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 49,541 | -2.35 | 2,117 | 6.01 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 358,412 | 60.07 | 15,595 | 76.18 | ||||
| 2025-08-07 | 13F | Accent Capital Management, LLC | 400 | 0.00 | 17 | 13.33 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 26,857 | -65.89 | 1,170 | -61.32 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 44,904 | -3.80 | 1,919 | 4.46 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 274 | 25.11 | 12 | 37.50 |
Other Listings
| MX:SPEM |
