Mga Batayang Estadistika
| Pemilik Institusional | 745 total, 745 long only, 0 short only, 0 long/short - change of 5.52% MRQ |
| Alokasi Portofolio Rata-rata | 0.6973 % - change of -12.46% MRQ |
| Saham Institusional (Jangka Panjang) | 217,615,661 (ex 13D/G) - change of 4.65MM shares 2.19% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 10,370,835 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF (US:SPMD) memiliki 745 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 217,615,661 saham. Pemegang saham terbesar meliputi Creative Planning, Betterment LLC, LPL Financial LLC, Valmark Advisers, Inc., Cwm, Llc, AlTi Global, Inc., HighTower Advisors, LLC, Morgan Stanley, Texas Permanent School Fund, and Hancock Prospecting Pty Ltd .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF (ARCA:SPMD) 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 57.89 / share. Previously, on September 6, 2024, the share price was 51.64 / share. This represents an increase of 12.10% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,695 | 372.09 | 418 | 403.61 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 13,329 | -0.28 | 725 | 5.85 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 76,085 | 2.65 | 4,138 | 9.07 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 576,157 | -69.66 | 31,331 | -67.76 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 274 | 0.00 | 15 | 0.00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 827,232 | -0.72 | 44,985 | 5.48 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 481 | 0.00 | 26 | 8.33 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,036 | 56 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 93,944 | 5.64 | 5,109 | 12.24 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 22,581 | 12.53 | 1 | 0.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3,735 | -9.83 | 203 | -3.79 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 398,243 | 7.91 | 21,656 | 14.65 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 4,155 | 226 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 4,026 | -3.24 | 219 | 2.83 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 26,370 | -7.16 | 1,434 | -1.31 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 16,115 | 0.02 | 876 | 15.72 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 136,985 | 2.55 | 7,449 | 21.48 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 224,188 | 4.60 | 12,191 | 11.14 | ||||
| 2025-07-18 | 13F | Vicus Capital | 15,667 | 7.04 | 852 | 13.62 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 232,206 | -20.26 | 12,627 | -15.27 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 106,495 | -0.65 | 5,791 | 5.56 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8,756 | -50.53 | 476 | -47.40 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 90 | 0.00 | 5 | 0.00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 500 | 0.00 | 27 | 8.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,944 | -7.42 | 1,085 | -1.63 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 87,316 | 10.11 | 4,748 | 17.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,871,221 | -0.52 | 101,757 | 5.71 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 5,638 | -49.26 | 307 | -46.13 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9,674 | 0.90 | 526 | 7.35 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 171,330 | 0.87 | 9,317 | 7.17 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 101,417 | 5,515 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 20,631 | -8.29 | 1,122 | -2.61 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 32,335 | -9.92 | 1,758 | -4.30 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 4,176 | -24.59 | 227 | -24.83 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 10,009 | 551 | ||||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 56,576 | 5.95 | 3,077 | 12.59 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 94 | 176.47 | 5 | 400.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8,864 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 76,520 | 6.54 | 4,161 | 13.22 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 | -50.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 12,200 | 0.00 | 663 | 6.25 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 123,943 | 2.49 | 6,740 | 8.90 | ||||
| 2025-04-22 | 13F | Mayport, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 1,776 | 0.00 | 97 | -1.03 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 269,232 | 12.82 | 14,641 | 19.87 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3,936 | 214 | ||||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 5,065 | -32.35 | 275 | -28.20 | ||||
| 2025-08-01 | 13F | First National Trust Co | 364,101 | -1.20 | 19,800 | 4.98 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 9,264 | -10.38 | 504 | -4.91 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 62,710 | -2.40 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Tlwm | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 144,138 | 185.73 | 7,838 | 203.68 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 178,537 | -4.01 | 9,709 | 1.99 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 7,380 | -4.90 | 401 | 1.01 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 17,192 | 11.25 | 935 | 18.23 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 23,400 | 43.58 | 1,272 | 52.52 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 29,485 | 43.63 | 1,603 | 52.67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 142,911 | 16.68 | 7,772 | 23.98 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 971,121 | 130.95 | 52,809 | 144.06 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 294,863 | 23.68 | 16,035 | 31.42 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 173,720 | 1.04 | 9,447 | 7.35 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 15,596 | 848 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 45 | 2 | ||||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25,730 | 22,873.21 | 1,399 | 27,880.00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,692 | 92 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 25,600 | 374.07 | 1,392 | 404.35 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 43,854 | 0.00 | 2,385 | 6.24 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15,198 | 64.98 | 856 | 93.00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4,672 | 254 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 34,488 | 1.48 | 1,875 | 7.82 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 194,442 | 2.48 | 11 | 11.11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 240 | -12.09 | 13 | 0.00 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 217,114 | 0.29 | 11,807 | 6.55 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 14,466 | 787 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 23,414 | 1,653.86 | 1,273 | 1,772.06 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 75,165 | 4.10 | 4,087 | 10.61 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,256 | -45.76 | 123 | -42.45 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 41,267 | 4.91 | 2,244 | 11.48 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1,195,251 | 96.47 | 64,998 | 108.76 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14,523 | -0.46 | 765 | 9.13 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 7,540 | 0.00 | 410 | 6.49 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 72,779 | 3.49 | 3,958 | 9.95 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 626,762 | 10.61 | 34,083 | 17.52 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 4,256 | 2.58 | 231 | 8.96 | ||||
| 2025-08-12 | 13F | Bokf, Na | 564,777 | 368.35 | 30,713 | 397.68 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 116 | 0.87 | 6 | 20.00 | ||||
| 2025-05-07 | 13F | Norden Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 896,715 | -23.35 | 48,763 | -18.56 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 757,200 | 0.00 | 41,177 | 6.25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 900 | 0.00 | 49 | 4.35 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14,884 | 22.67 | 809 | 30.48 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 15 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 927,600 | 0.00 | 50,443 | 6.25 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 4,608 | 4.18 | 251 | 10.62 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4,598 | -1.60 | 250 | 4.60 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 200,770 | 6.22 | 10,918 | 12.85 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 3,679 | 203 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 61,986 | -0.36 | 3,371 | 5.87 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 9,363 | 3.79 | 509 | 13.11 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 16,468 | -5.02 | 901 | 1.47 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 13,879 | 3.87 | 755 | 10.40 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,239 | 0.41 | 67 | 6.35 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 24,063 | 1,232 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17,990 | 20.13 | 978 | 27.68 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 35,345 | 1,922 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 144,930 | 1.37 | 7,881 | 7.89 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9,663 | -8.16 | 525 | -2.42 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 | 0 | ||||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 24,097 | -3.48 | 1,310 | 2.58 | ||||
| 2025-05-16 | 13F | Signature Estate & Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 16,782 | 2.61 | 913 | 8.96 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 4,573 | 249 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9,535 | 54.89 | 519 | 64.44 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 44,833 | 13.56 | 2,438 | 20.69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1,072,776 | 3.31 | 58,338 | 9.77 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 668,292 | 18.58 | 36,342 | 25.99 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 8,032 | -8.09 | 437 | -2.46 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,851 | 0.00 | 101 | 6.38 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 53,823 | 36.42 | 2,927 | 44.92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 515,423 | 7.10 | 28,029 | 13.80 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 16,259 | -17.17 | 884 | -11.95 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,206,368 | 8.17 | 174,362 | 14.93 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 590 | 0.00 | 32 | 6.67 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 134,270 | -15.30 | 7,302 | -10.01 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 11,678 | 0.24 | 635 | 6.54 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 66,192 | 9.59 | 3,600 | 16.43 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 19,482 | -6.40 | 1,059 | -0.56 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 8,070 | -0.23 | 444 | 19.68 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 6,987 | 0.03 | 380 | 6.16 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 94,616 | -2.93 | 5,146 | 3.13 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,969 | 16.76 | 325 | 24.14 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 47,551 | 4.59 | 2,586 | 11.13 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 501 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 7,580 | 24.26 | 420 | 40.13 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 488 | 0.00 | 27 | 8.33 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5,961 | 0.37 | 333 | 11.78 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5,597 | -13.08 | 304 | -7.60 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 554 | 0.00 | 30 | 7.14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 289,056 | 5.34 | 15,719 | 11.93 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 8,530 | 5.88 | 464 | 12.38 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 26,323 | -18.85 | 1,431 | -13.80 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 37,811 | -1.62 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 31 | 2 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 9,406 | -5.28 | 511 | 0.59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12,363 | -2.11 | 672 | 4.02 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 21,700 | 8.50 | 1,180 | 15.35 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,850 | 0.95 | 318 | 7.43 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 303,634 | 4.08 | 16,512 | 10.59 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 444 | 24 | ||||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 554,543 | 15.33 | 30,156 | 22.55 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 673,664 | -19.72 | 37,685 | -12.25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 442,486 | 0.41 | 24,062 | 6.69 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 109,075 | -7.73 | 5,932 | -1.97 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8,875 | 229.31 | 483 | 251.82 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 181,130 | 4.09 | 9,850 | 10.60 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 47,937 | -3.80 | 2,607 | 2.20 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 6,556 | -7.78 | 357 | -1.93 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 7,658 | 416 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2,726,120 | 10.45 | 150,618 | 18.86 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 19,682 | -4.00 | 1,070 | 2.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 128,408 | 54.06 | 6,983 | 63.70 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 165,904 | 2.54 | 9,022 | 8.95 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,032 | -10.02 | 219 | -4.37 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 301,825 | 2.60 | 16 | 6.67 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 60,422 | 53.56 | 3,286 | 63.19 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14,024 | 763 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 3,195 | 0.00 | 174 | 6.13 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182,055 | 15.17 | 10 | 12.50 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 226,236 | 11.45 | 12,303 | 18.41 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 13,339 | -3.49 | 725 | 2.55 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 49,315 | 6.74 | 2,682 | 13.41 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 697 | 38 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 204,449 | 36.39 | 11,118 | 44.92 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 20 | 0.00 | 1 | 0.00 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 260,228 | -15.16 | 14,151 | -9.86 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 186,408 | 71.06 | 10,137 | 81.75 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 103 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 895 | 308.68 | 49 | 336.36 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 4 | -63.64 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8,355 | 0.30 | 454 | 6.57 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 18 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 25,140 | -28.36 | 1,367 | -23.84 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 372 | 20 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 5,308 | 1.72 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5,063 | -0.96 | 275 | 5.36 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 16,454 | -12.25 | 895 | -6.78 | ||||
| 2025-07-23 | 13F | Louisiana State Employees Retirement System | 169,200 | -13.72 | 9,201 | -8.32 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1,339 | 73 | ||||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 4,344 | -94.92 | 236 | -94.61 | ||||
| 2025-04-15 | 13F | Collier Financial | 2,215 | 1,202.94 | 113 | 1,155.56 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 42 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 35,126 | 2.60 | 1,910 | 9.02 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 | 0 | ||||||
| 2025-07-25 | 13F | Dynamic Financial Group | 3,823 | 208 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 26,036 | 2.61 | 1,416 | 9.01 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 524,814 | 9.03 | 28,539 | 15.84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11,992 | -1.99 | 652 | 4.15 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 222,550 | 8.08 | 12,102 | 14.84 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 9,647 | 5.40 | 525 | 11.97 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 9,297 | -1.13 | 506 | 4.99 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 151,567 | 1,016.60 | 8,242 | 1,087.61 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 215,375 | 10.87 | 11,712 | 17.82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11,253 | -4.85 | 612 | 0.99 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 19,219 | 2.13 | 1,045 | 8.52 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 102,149 | 0.88 | 5,555 | 7.18 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 3,898 | 212 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8,868 | 11.11 | 482 | 18.14 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 290,960 | -3.82 | 15,822 | 2.20 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 233,079 | 8.89 | 12,675 | 18.70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 184,614 | -1.18 | 9,449 | -7.53 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 14,507 | 9.64 | 789 | 16.40 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 135,921 | 2.67 | 7,391 | 9.09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 148,130 | -19.76 | 8,055 | -14.74 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 185,758 | 11.30 | 10,102 | 18.26 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 65,322 | 854.44 | 3,552 | 914.86 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5,483 | 307 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 68,804 | -6.44 | 3,742 | -0.58 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,043 | 12.84 | 274 | 20.18 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 191,124 | 0.01 | 10,393 | 6.27 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 22,562 | 0.48 | 1,227 | 6.70 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 16,566 | 0.39 | 927 | 22.32 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 87 | 38.10 | 5 | 33.33 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1,935 | -16.74 | 105 | -11.02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21,734 | 50.11 | 1,181 | 59.81 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 169 | 0.00 | 0 | |||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 50,227 | 2.01 | 2,731 | 8.42 | ||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 2,875,190 | 0.00 | 156,353 | 6.25 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 54 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7,030 | 21.63 | 382 | 29.49 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 13,608 | 740 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,444 | -1.06 | 405 | 4.94 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10,610 | -20.46 | 577 | -15.54 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 586 | 0.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 17,021 | 6.24 | 926 | 12.94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 305,646 | 9.77 | 16,621 | 16.64 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,475 | 189 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 68,872 | -4.72 | 3,745 | 1.24 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 22,338 | -5.77 | 1,215 | 0.08 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 128 | 0.00 | 7 | -14.29 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 89,928 | -13.80 | 4,890 | -8.41 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 8,835 | -38.01 | 480 | -34.16 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 638,392 | -0.06 | 34,715 | 6.18 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 636 | 0.47 | 35 | 6.25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 40,046 | -80.67 | 2,178 | -79.47 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 71,804 | 5.96 | 3,905 | 12.57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 305 | 17 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 109,700 | 17.58 | 5,965 | 24.92 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 10,830 | 1.72 | 589 | 8.09 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 39,175 | 9.14 | 2,130 | 15.95 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 283,724 | 19.20 | 15,429 | 18.52 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 67,752 | 3,684 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 8,911 | -1.39 | 485 | 4.76 | ||||
| 2025-07-17 | 13F | KWB Wealth | 115,002 | -20.18 | 5,886 | -25.31 | ||||
| 2025-07-16 | 13F | American National Bank | 1,059 | 58 | ||||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 15,010 | -33.89 | 816 | -29.78 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 23 | 0.00 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 90 | 0.00 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 55 | -78.85 | 3 | -84.62 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 206,025 | -0.87 | 11,204 | 5.32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46,569 | -66.65 | 2,532 | -64.57 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 6,766 | 0.40 | 368 | 6.69 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 6,566 | 0.00 | 357 | 6.25 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3,702,113 | -30.63 | 201,321 | -26.30 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 810,600 | 9.49 | 44,080 | 16.33 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 56,344 | 151.82 | 3,064 | 167.51 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 17,963 | 0.00 | 982 | 0.00 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 603,915 | 60.38 | 32,841 | 70.40 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 75 | 4 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 354,542 | 5.10 | 19,280 | 11.68 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 509 | 0.00 | 28 | 3.85 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 231,724 | 6.67 | 12,601 | 13.34 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 22,947 | -4.24 | 1,248 | 1.71 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 77,008 | 203.60 | 4,188 | 37.01 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 30,901 | 3.39 | 1,680 | 9.88 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 19,621 | 0.00 | 1,067 | 21.14 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 13,984 | -3.40 | 761 | 2.70 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 51,634 | -23.97 | 2,808 | -19.22 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 35,142 | -59.63 | 1,911 | -57.09 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 12,720 | -3.94 | 692 | 2.07 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3,597 | 202 | ||||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 17,993 | 202.66 | 921 | 183.08 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 15,361 | -0.60 | 835 | 5.70 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 75,179 | 418.19 | 4,088 | 450.94 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 6,837 | -5.74 | 372 | 0.00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 10,298 | 560 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6,643,917 | 4.31 | 361,296 | 10.84 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 19,627 | 14.20 | 1,067 | 21.39 | ||||
| 2025-05-15 | 13F | Texas Permanent School Fund | 2,974,252 | 0.00 | 148,534 | -8.68 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 17,846 | 970 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 19,582 | -1.29 | 1,078 | 6.11 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 434,356 | 1.84 | 24 | 9.52 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 58,553 | 3,223 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 352 | 19 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 121,008 | -40.42 | 6,580 | -36.69 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 10,454 | 32.97 | 568 | 41.29 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 53,641 | 23.19 | 2,917 | 30.88 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 47,649 | 1.54 | 2,439 | -4.99 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 19 | -92.02 | 1 | -91.67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,045 | -20.06 | 166 | -14.95 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 202,056 | 3.88 | 10,988 | 10.38 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 1,240 | 0.00 | 67 | 6.35 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 176,356 | 0.44 | 9,590 | 6.72 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3,790 | 206 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 32 | 6.90 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 5,690 | 309 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17,236 | 0.42 | 1 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1,017 | 3,078.12 | 55 | 5,400.00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 123,882 | 1.10 | 6,737 | 7.42 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 13,057 | 710 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 110,268 | 3.58 | 6,225 | 14.41 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 44,873 | 3.51 | 2,440 | 10.01 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 43 | 2 | ||||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 13,764 | 4.07 | 748 | 10.65 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12,475 | -0.01 | 678 | 6.27 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 222,675 | 4.53 | 12,109 | 11.07 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 145,668 | 9.75 | 7,921 | 16.61 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 73,592 | 20.19 | 4,002 | 27.71 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 48,330 | 2,628 | ||||||
| 2025-04-22 | 13F | Woodmont Investment Counsel Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 565 | 32 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 83,051 | 4,516 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5,567 | -0.41 | 303 | 5.59 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1,704 | 0.06 | 93 | 5.75 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 309,465 | -7.49 | 16,829 | -1.71 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 51,601 | -4.08 | 2,806 | 1.93 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 51,363 | 20.16 | 2,793 | 27.71 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 10 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,434,897 | 31.97 | 78,030 | 40.22 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,278 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Laraway Financial Inc | 6,731 | 0.04 | 366 | 6.40 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 420,465 | 5.55 | 22,865 | 12.14 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 10,630 | -0.47 | 578 | 5.86 | ||||
| 2025-08-14 | 13F | Fmr Llc | 32,227 | 11.25 | 1,753 | 18.22 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 257 | 14 | ||||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 4,806 | 0.08 | 261 | 6.53 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13,097 | 0.02 | 712 | 6.27 | ||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 13,244 | 2.14 | 720 | 8.60 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 205,089 | 4.28 | 11,153 | 10.80 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 6,950 | -27.98 | 378 | -23.53 | ||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 31,205 | 42.04 | 1,735 | 63.89 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 8,395 | -1.59 | 457 | 4.59 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 199 | 0.00 | 11 | 0.00 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 125 | 0.00 | 7 | 0.00 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,964 | 107 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 17,904 | -0.39 | 974 | 5.88 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1,100 | 10.55 | 0 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 4,839 | 0.00 | 263 | 6.48 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 347,726 | 53.10 | 18,909 | 62.69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 759,881 | 3.88 | 41,323 | 10.37 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 13,143 | 0.00 | 716 | 6.40 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5,142 | 3.46 | 280 | 9.84 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 26,947 | 0.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,882 | -1.47 | 211 | -1.86 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 35,393 | -2.20 | 1,925 | 3.89 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 8,000 | 116.22 | 435 | 130.16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 138,757 | 16.38 | 7,546 | 23.65 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 4,128 | 0.00 | 224 | 6.16 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 207,691 | -1.17 | 11,294 | 5.01 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 125,949 | -6.09 | 6,849 | -0.20 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 52,507 | -28.79 | 2,855 | -24.33 | ||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,618 | -3.81 | 414 | 2.22 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 19,410 | -5.21 | 1,056 | 0.76 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5,277 | 287 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 57,145 | 10.98 | 3,108 | 17.91 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 168,018 | 2.60 | 9,137 | 9.01 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 15,136 | -1.27 | 823 | 4.97 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 6,581 | 8.24 | 358 | 14.79 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 28,431 | -16.79 | 1,546 | -11.56 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 16,457 | 59.05 | 895 | 69.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9,759 | -13.33 | 531 | -7.99 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 27 | 0.00 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 4,420 | 240 | ||||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 102,248 | -13.68 | 5,560 | -8.28 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 27,077 | -47.58 | 1,472 | -44.31 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 11,329 | 0.47 | 616 | 6.76 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 14,891 | 0.00 | 810 | 6.17 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 23,473 | -1.33 | 1,276 | 4.85 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 62,306 | -9.29 | 3,388 | -3.61 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 22,103 | 0.00 | 1,234 | 16.98 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 17,880 | 1.68 | 972 | 8.00 | ||||
| 2025-05-06 | 13F | VCI Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19,826 | 134.79 | 1,078 | 149.54 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 48,524 | 0.00 | 2,639 | 6.24 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 696,729 | 1.51 | 37,888 | 20.24 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 3,866 | -1.07 | 210 | 5.00 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 260 | 14 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 153,067 | 7.36 | 8,324 | 14.06 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 806 | 0.00 | 44 | 4.88 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 90 | 0.00 | 5 | 0.00 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 16,022 | -0.15 | 871 | 6.09 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 150,610 | 72.75 | 8,190 | 83.59 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 18,520 | -2.25 | 1,007 | 3.92 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3,213 | 20.97 | 175 | 28.89 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 46,596 | 6.01 | 2,534 | 12.63 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 128,000 | 6,961 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 263,872 | 4.17 | 13,505 | 4.36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15,753 | -47.58 | 857 | -44.34 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 18,401 | 1.34 | 1,001 | 7.64 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5,100 | 0.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 500 | 0.00 | 27 | 8.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 399,113 | 5.02 | 21,704 | 11.58 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 152 | -2.56 | 8 | 14.29 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 54,693 | -31.64 | 2,974 | -27.36 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7,357 | 0.38 | 400 | 6.67 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1,423,120 | -3.02 | 77,389 | 3.05 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 41,378 | 2,250 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 4,820 | 3.52 | 262 | 10.08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 627,323 | 3,714.44 | 34 | |||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 116 | 11.54 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 5,352 | 0.38 | 291 | 6.99 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 3,186 | -1.82 | 173 | 4.22 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 259,226 | 2,118.26 | 14,097 | 2,257.19 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 6,735 | -2.62 | 366 | 3.68 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 9,275 | 3.71 | 504 | 10.28 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 63,887 | 5.38 | 3,474 | 11.99 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 13,761 | 0.96 | 748 | 7.32 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 32,383 | 32.82 | 1,761 | 41.22 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,737 | -2.80 | 94 | 3.30 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 203,681 | -0.36 | 11,076 | 5.88 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7,468 | 1.62 | 406 | 7.98 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 18,188 | 50,422.22 | 989 | 98,800.00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 12,196 | 13.29 | 663 | 20.55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,978,616 | 13.23 | 161,977 | 20.31 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6,839 | -46.92 | 372 | -43.70 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 32,591 | -1.37 | 1,790 | 5.85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 70 | 0.00 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 490,448 | 8.93 | 26,671 | 15.75 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20,287 | 1,103 | ||||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 60,794 | 38.99 | 3,306 | 47.68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 280,444 | 8.13 | 15,251 | 14.89 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 26,160 | 11.58 | 1,423 | 18.60 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 1,892 | 0.00 | 103 | 6.25 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 11,859 | 0.00 | 645 | 6.27 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 | 0 | ||||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 62,605 | -0.05 | 3,404 | 6.21 | ||||
| 2025-07-07 | 13F | Trust Co | 556 | 0.00 | 30 | 7.14 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 117,238 | 17.19 | 6,375 | 24.54 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4,192 | 228 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3,931 | 214 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 171 | 9 | ||||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 170 | 6.92 | 9 | 12.50 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1,017 | 573.51 | 55 | 587.50 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 61,970 | -0.10 | 3,370 | 6.14 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 86,151 | 99.96 | 4,685 | 112.47 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 5,926 | 4.46 | 322 | 11.03 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 37,168 | 2,021 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 151 | 0.00 | 8 | 14.29 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,965 | -10.52 | 216 | -4.87 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 58 | -97.01 | 3 | -96.97 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19,155,647 | 7.11 | 1,042 | 13.77 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,698,043 | 25.95 | 146,720 | 33.82 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 78,049 | 22.75 | 4,244 | 30.42 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 27,077 | -1.03 | 1,472 | 5.14 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 8,841 | -17.65 | 481 | -12.57 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 12,488 | 679 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 597,982 | 7.53 | 32,518 | 14.26 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 681 | 37 | ||||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 29,781 | 19.24 | 1,619 | 26.68 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 4,212 | 0.10 | 229 | 6.51 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 425 | 0.00 | 23 | 9.52 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 4,247 | 0.00 | 231 | 5.99 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 2,013 | 0.00 | 109 | 5.83 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Range Financial Group LLC | 49,308 | -4.13 | 2,681 | 1.86 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 15,589 | -0.11 | 848 | 6.14 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 170,400 | 0.00 | 9,266 | 6.25 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 639 | 43.27 | 35 | 54.55 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 84,694 | -3.34 | 4,606 | 2.70 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 16,943 | -49.80 | 921 | -46.67 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 7,275 | 0.00 | 396 | 6.18 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 26,821 | -1.49 | 1,470 | 5.53 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 17,863 | 0.00 | 971 | 6.24 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 16,256 | -10.35 | 884 | -4.74 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 3,953 | 0.00 | 215 | 5.94 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 85 | 0.00 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 323 | -6.38 | 18 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 474,386 | -0.24 | 25,797 | -0.80 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 7,326 | -87.28 | 398 | -86.49 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 585 | 0.00 | 32 | 6.90 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 5 | 0 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,017 | 5.72 | 55 | 12.24 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48,642 | 248.61 | 2,645 | 271.49 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,139,430 | 19.41 | 61,962 | 26.88 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,213 | 1.34 | 66 | 6.56 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 107,729 | -2.21 | 5,858 | 3.92 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 193,545 | 20.21 | 10,525 | 27.72 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2,000 | 109 | ||||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 22,951 | 13.08 | 1,248 | 20.23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 122,270 | -9.38 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3,828 | -9.84 | 208 | -4.15 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 47,151 | 4.37 | 2,564 | 10.90 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5,073 | 3.11 | 276 | 9.56 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 867 | 0.00 | 47 | 6.82 | ||||
| 2025-04-28 | 13F | Detalus Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 384,152 | 4.36 | 21,359 | 20.39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,549,804 | 25.57 | 84,278 | 33.43 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 124,052 | -3.05 | 6,746 | 3.01 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 612 | 0.00 | 34 | 6.45 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 6,120 | 50.89 | 333 | 60.39 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38,248 | 125.25 | 2,080 | 139.24 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 73,878 | 9,123.22 | 4,017 | 9,942.50 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 12,349 | 12.83 | 689 | 23.04 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 6,449 | 4.20 | 351 | 10.76 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 9,141 | -0.19 | 497 | 6.20 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7,870 | 0.00 | 428 | 6.22 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 41,395 | -3.08 | 2,251 | 2.97 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 22,263 | 47.61 | 1,211 | 56.94 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 14,445 | -4.60 | 803 | 12.64 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 22,707 | -91.53 | 1,235 | -91.01 | ||||
| 2025-08-07 | 13F | Nwam Llc | 5,231 | 292 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 40,159 | -71.63 | 2,184 | -69.86 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 15,088 | -1.44 | 1 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7,973 | -0.01 | 434 | 6.13 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 6 | 0 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Country Trust Bank | 12 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 5,549 | -97.72 | 302 | -97.56 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 433,645 | 34.25 | 23,582 | 42.65 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | WorthPointe, LLC | 14,767 | 83.24 | 803 | 94.90 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 435 | -93.18 | 24 | -92.94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,977 | -24.95 | 488 | -20.26 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 3,027 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 8,631 | 0.00 | 469 | 6.35 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7,707 | 0.00 | 419 | 6.35 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 52,134 | -9.57 | 2,835 | -3.90 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5,059 | 0.08 | 275 | 6.59 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 13,511 | 0.00 | 735 | 6.22 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 467,824 | -25.03 | 25,440 | -20.35 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28,538 | 3.01 | 1,552 | 9.46 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 12,645 | -1.19 | 688 | 5.05 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 15,731 | -0.64 | 855 | 5.56 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 4,019 | -4.33 | 219 | 1.87 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 55,526 | -13.37 | 3,020 | -7.96 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 3,850 | 209 | ||||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 15,635 | 0.67 | 1 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 30,713 | 0.31 | 1,670 | 6.57 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 109,559 | 25.22 | 5,958 | 33.06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25,213 | 1,371 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 3,436 | 0.00 | 187 | 6.29 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,546 | -9.48 | 302 | -3.83 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3,158 | 0.29 | 172 | 6.21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 119,679 | -0.22 | 6,508 | 6.03 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 8,702 | -40.77 | 473 | -37.02 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 133,621 | -5.21 | 7,266 | 0.72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5,150 | -92.61 | 280 | -92.15 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 7,678 | 7.84 | 418 | 14.56 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 6,540 | 0.00 | 356 | 6.29 | ||||
| 2025-05-15 | 13F | Beaird Harris Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Pecaut & Co. | 152,256 | -0.97 | 8,280 | 5.22 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 8,726 | -3.23 | 475 | 2.82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11,200 | -20.57 | 609 | -15.53 | |||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 93,047 | 5 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32,896 | -21.82 | 1,789 | -16.99 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 5,954 | 324 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 632 | 6.04 | 34 | 13.33 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 19,506 | -0.71 | 1,061 | 5.47 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 29,407 | -0.35 | 1,599 | 5.89 | ||||
| 2025-04-25 | 13F | Financial Insights, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 160,056 | -0.25 | 8,704 | 5.99 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 5,155 | 10.34 | 291 | 28.89 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1 | 0.00 | 0 | |||||
| 2025-07-28 | NP | RHTX - RH Tactical Outlook ETF | 39,171 | -17.08 | 2,064 | -19.60 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 7,403 | -35.60 | 403 | -31.63 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 36,840 | -11.23 | 2,003 | -5.70 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 51,801 | 2,817 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 14,116 | 0.00 | 768 | 6.23 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 88 | 15.79 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 281,857 | 2.38 | 15,327 | 8.79 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 48,524 | 7.46 | 2,639 | 14.20 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2,491 | 0.00 | 135 | 6.30 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57,430 | 28.39 | 3,123 | 36.44 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4,400 | -2.55 | 239 | 3.46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 18,050 | -12.86 | 982 | -9.25 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3,758 | 204 | ||||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 3,896 | -52.46 | 212 | -49.64 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7,368 | 401 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 125,205 | -2.28 | 6,809 | 3.83 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 65,341 | 8.85 | 3,553 | 15.66 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 31,129 | -7.07 | 1,694 | 7.42 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 903,143 | -37.09 | 49,113 | -33.15 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17,289 | 3.22 | 940 | 9.68 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45,705 | 3.53 | 2,485 | 10.00 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 136 | 7 | ||||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 264,422 | -16.48 | 14,379 | -11.25 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 3,916 | -0.53 | 213 | 5.47 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Truepoint, Inc. | 5,355 | 1.00 | 291 | 7.38 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 14,109 | 10.85 | 767 | 17.82 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 377,916 | 5.57 | 20,551 | 12.17 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 24,264 | 3.01 | 1,366 | 20.26 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 44,891 | -1.79 | 2,441 | 4.36 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26,841 | 12.48 | 1,460 | 19.49 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 6,534 | 0.00 | 355 | 6.29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11,153 | 152.62 | 606 | 169.33 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,012 | -17.24 | 381 | -12.01 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 26,488 | 6.42 | 1,440 | 13.12 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 14,090 | 0.78 | 766 | 7.13 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 5,336 | 290 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 20,181 | 14.48 | 1,097 | 21.62 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 134,797 | 2.16 | 7,330 | 8.56 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 90 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 10,851 | 11.90 | 590 | 18.95 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 137,303 | 11.49 | 7,751 | 31.85 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 36,571 | 4.62 | 1,989 | 11.12 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 4,654 | 1,029.61 | 253 | 1,104.76 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 85,611 | 249.52 | 4,656 | 271.21 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 24 | 0.00 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 224,694 | -41.98 | 12,219 | -38.35 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 40,306 | 3.34 | 2,192 | 9.77 | ||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 60,994 | 0.00 | 3,317 | 6.25 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14,165 | 770 | ||||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 162,489 | 2.69 | 8,836 | 9.11 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 27,104 | 8.24 | 1,474 | 14.99 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4,299 | 234 | ||||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 565 | 0.00 | 31 | 7.14 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,913 | -30.34 | 104 | -25.71 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1,031,994 | 10.06 | 56,120 | 16.94 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15,263 | 830 | ||||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 53,062 | -10.11 | 2,886 | -4.50 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 22,036 | 35.75 | 1,198 | 35.06 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9,474 | 2.21 | 515 | 8.65 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 109,207 | 0.00 | 5,589 | -6.41 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 66 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 509,894 | 4.80 | 27,736 | 11.48 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 4,102 | 223 | ||||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 13,755 | -0.36 | 748 | 5.81 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 11,189 | -1.14 | 608 | 5.01 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7,133 | -3.63 | 388 | 2.38 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 29,630 | -40.15 | 1,611 | -36.40 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15,339 | -4.38 | 847 | 3.29 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 5,155 | 0.00 | 264 | 0.00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 5,429 | -3.02 | 295 | 3.15 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 29,663 | 29.70 | 1,613 | 37.86 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 6,081 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 6,080 | 0.00 | 331 | 6.11 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 6,094 | 4.33 | 331 | 11.07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 285,956 | 10.42 | 15,550 | 17.33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11,088 | 16.86 | 603 | 24.12 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2,010 | -95.29 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,480 | 244 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 82,593 | 97.34 | 4,491 | 109.66 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 47,237 | 0.40 | 2,569 | 7.00 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 24,509 | -11.36 | 1,333 | -5.87 | ||||
| 2025-05-15 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 14,276 | -0.59 | 776 | -1.15 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7,597 | 413 | ||||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 178,508 | -5.69 | 9,707 | 0.21 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 9,131 | 0.00 | 497 | 6.21 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 193,557 | 0.85 | 10,526 | 7.16 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4,600 | 250 | ||||||
| 2025-08-13 | 13F | Jump Financial, LLC | 53,598 | 2,915 | ||||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 214 | 29.70 | 12 | 37.50 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 3,992 | -0.18 | 217 | 6.37 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 19,638 | 0.00 | 1,068 | 6.17 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 272,527 | 1.14 | 14,820 | 7.46 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 52,894 | 81.30 | 2,959 | 98.12 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 27,809 | -0.09 | 1,512 | 6.18 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 25,976 | 1,412 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 868 | -4.41 | 47 | 2.17 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 4,599 | 250 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 21,836 | 1,187 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10,481 | -6.82 | 570 | -1.04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 681,911 | -1.45 | 37,082 | 4.72 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 460 | 0.00 | 25 | 8.70 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6,010 | -2.29 | 327 | 3.82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 637,637 | -2.42 | 34,675 | 3.68 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 717 | -47.43 | 39 | -44.93 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 727 | 37.43 | 40 | 44.44 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 13,229 | -1.56 | 719 | 4.66 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 96,144 | 5,346 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 6,688 | -86.81 | 364 | -86.01 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12,988 | -4.72 | 706 | 1.29 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 720,474 | -4.14 | 39,179 | 1.86 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 816,324 | 111.13 | 44,392 | 124.33 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 37,460 | -2.68 | 2,037 | 3.45 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 19,027 | 4.62 | 1,035 | 11.18 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 84,405 | 14.98 | 4,590 | 22.15 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 874,665 | 0.79 | 47,564 | 7.09 |
