Mga Batayang Estadistika
| Pemilik Institusional | 1211 total, 1203 long only, 3 short only, 5 long/short - change of 6.31% MRQ |
| Alokasi Portofolio Rata-rata | 1.4546 % - change of 2.95% MRQ |
| Saham Institusional (Jangka Panjang) | 314,059,450 (ex 13D/G) - change of 12.99MM shares 4.31% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 28,870,529 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (US:SPYG) memiliki 1211 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 314,119,762 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Financial Engines Advisors L.L.C., Allworth Financial LP, Envestnet Asset Management Inc, Ameriprise Financial Inc, Morgan Stanley, Jpmorgan Chase & Co, Horizon Investments, LLC, Equitable Holdings, Inc., and Valmark Advisers, Inc. .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (ARCA:SPYG) 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 100.45 / share. Previously, on September 6, 2024, the share price was 76.41 / share. This represents an increase of 31.46% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 183,508 | -31.90 | 17,492 | -19.23 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 165 | 0.00 | 16 | 15.38 | ||||
| 2025-08-05 | 13F | Burney Co/ | 60,507 | 29.48 | 5,768 | 53.58 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 12,122 | 0.00 | 1 | |||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 13,177 | -0.12 | 1,059 | -8.63 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 246,579 | -2.07 | 23,504 | 16.15 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,316 | -7.32 | 411 | 9.89 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 43,510 | -5.86 | 4,147 | 11.66 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 829,241 | -71.86 | 79,043 | -66.62 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 449 | 0.00 | 43 | 16.67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47,680 | 1.72 | 4,545 | 20.63 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 989,939 | 5.10 | 94,361 | 24.65 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 244,412 | 2.37 | 23,297 | 21.41 | ||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 8,067 | -16.75 | 648 | 2.86 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 5,242 | 500 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 22,961 | 62.74 | 1,904 | 110.98 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 10,961 | 0.00 | 1,045 | 28.10 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 2,993 | 285 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 142,226 | -35.54 | 13,557 | -23.55 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 108,452 | 110.72 | 10,280 | 149.33 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 625 | 0.00 | 60 | 18.00 | ||||
| 2025-05-05 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Vicus Capital | 224,198 | 7.49 | 21,371 | 27.48 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 127,207 | 4.41 | 12,125 | 36.64 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,336 | -25.35 | 890 | -11.54 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2,654 | 0.00 | 253 | 18.31 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 10,977 | -13.09 | 1,046 | 3.05 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 11,722 | 8.08 | 1,117 | 28.24 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | Short | -534 | -0.00 | -51 | 19.05 | |||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 913 | 87 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15,847 | 8.02 | 1,511 | 28.07 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 12,209 | 0.00 | 1,164 | 18.55 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 35,596 | 51.80 | 3,393 | 80.10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 608,977 | 7.62 | 58,048 | 27.63 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7,675 | 732 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 88 | 0.00 | 8 | 14.29 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 2,810 | 268 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 32,297 | 0.00 | 3,079 | 18.61 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2,694 | 0.00 | 257 | 18.52 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 39,373 | -19.34 | 3,801 | -3.14 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 1,273 | 10.41 | 121 | 31.52 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 143,327 | 1.16 | 13,662 | 19.97 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 269 | -58.49 | 26 | -51.92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 125,512 | 1.81 | 11,964 | 20.75 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 20,398 | -9.38 | 1,944 | 7.46 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 9,179 | 4.77 | 738 | -4.29 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 3,520 | 336 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 112,016 | 10.77 | 10,677 | 31.38 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 6,430 | 0.00 | 613 | 18.60 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 28,161 | 3 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8,592 | 25.61 | 819 | 49.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,021 | 2.64 | 0 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 15,665 | 15.75 | 1,493 | 37.35 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 3,820 | 0.00 | 364 | 18.57 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 716,008 | 3.85 | 68,250 | 23.16 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 110,780 | -6.84 | 10,560 | 10.48 | ||||
| 2025-05-07 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 55,569 | -4.37 | 5,297 | 13.40 | ||||
| 2025-08-01 | 13F | First National Trust Co | 1,202,302 | 13.16 | 114,603 | 34.21 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 1,086,545 | 92.35 | 103,569 | 128.13 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 705 | 0.14 | 67 | 19.64 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 3,365 | 321 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 671,263 | -34.63 | 63,985 | -22.47 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2,604 | 0.00 | 248 | 18.66 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 234,498 | -3.29 | 22,352 | 14.70 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,632 | 2,575.41 | 156 | 3,000.00 | ||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Jericho Financial, Llp | 19,174 | 0.66 | 1,828 | 19.41 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 2,633 | -0.83 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 294,338 | -10.28 | 28,056 | 6.41 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1,703 | 0.00 | 162 | 19.12 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 835 | 0.00 | 80 | 17.91 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 1,520 | 0.00 | 145 | 18.03 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8,471 | -3.91 | 807 | 13.98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 116,693 | -11.72 | 11,123 | -4.26 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3,460 | 0.12 | 330 | 18.77 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 2,810 | 0.00 | 268 | 18.67 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 5,907 | 26.16 | 563 | 49.73 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 17,708 | -0.38 | 1,713 | 15.74 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 14,685 | -1.68 | 1,400 | 16.58 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,637 | 501.72 | 633 | 618.18 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 2,920 | -13.38 | 278 | 2.96 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 130,922 | -5.69 | 12,479 | 11.86 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 5,082 | -6.49 | 484 | 11.01 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 58 | 6 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 202,481 | 1.49 | 19,300 | 20.37 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 82,544 | 0.50 | 6,634 | -8.10 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72,418 | 28.19 | 6,903 | 50.96 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 5,705 | -80.33 | 544 | -76.67 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 32,813 | -20.27 | 3,128 | -5.44 | ||||
| 2025-04-17 | 13F | Acropolis Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 73,943 | -0.67 | 7,048 | 17.80 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 112,762 | -2.69 | 11 | 22.22 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 59,581 | -0.73 | 5,679 | 17.75 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 6,293 | -0.30 | 600 | 18.15 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 38 | -89.08 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 5,600 | -76.57 | 534 | -72.24 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4,304 | 10.30 | 410 | 30.99 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1,031,905 | -0.88 | 98,361 | 17.56 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 277,740 | 1,018.12 | 26,474 | 1,230.35 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 20,915 | 633.60 | 1,994 | 770.31 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 973 | -16.34 | 93 | -1.08 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,642,681 | 3.64 | 537,860 | 22.92 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 358,726 | -40.02 | 34,194 | -28.86 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 2,120 | 57.62 | 202 | 87.04 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 6,072 | 0.03 | 579 | 18.69 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 23,754 | -2.11 | 2,264 | 16.10 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 201,456 | 5.93 | 19,203 | 25.63 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 129,102 | -47.19 | 12,306 | -37.36 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,426 | 8.44 | 708 | 28.55 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 111,007 | 1.87 | 9,956 | 4.32 | ||||
| 2025-08-27 | NP | FPACX - FPA Crescent Fund | Short | -59,768 | -0.00 | -5,697 | 18.61 | |||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 110,591 | 2.07 | 10,542 | 21.05 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,116 | 7.93 | 297 | 28.02 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 471,980 | 0.97 | 44,989 | 19.75 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4,717 | -4.38 | 423 | 12.20 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 81,206 | 2.00 | 7,741 | 20.98 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,444,532 | -14.36 | 233,013 | 1.57 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 371,449 | -0.09 | 35,406 | 18.50 | ||||
| 2025-08-12 | 13F | Camden National Bank | 19,018 | 14.29 | 1,813 | 35.53 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 12,312 | 36,111.76 | 1,174 | 58,550.00 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 103,271 | -18.07 | 9,844 | -2.83 | ||||
| 2025-05-12 | 13F | Sandy Cove Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 32,583 | 6.37 | 3,106 | 26.17 | ||||
| 2025-08-05 | 13F | Rockline Wealth Management, LLC | 5,209 | 1.22 | 497 | 20.10 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 234,981 | 33.26 | 22,398 | 58.04 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 82,939 | 25.54 | 7,906 | 48.90 | ||||
| 2025-07-21 | NP | GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares | 2,300,559 | 0.00 | 206,337 | 2.40 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 8,542 | 0.00 | 814 | 18.66 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11,108 | 31.04 | 1,059 | 55.36 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 69,860 | 0.00 | 5,615 | -8.57 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 174 | 866.67 | 17 | 1,500.00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 39,105 | 1.85 | 3,728 | 20.81 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2,693 | -5.87 | 257 | 11.79 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 4,307 | 4.82 | 411 | 24.24 | ||||
| 2025-08-08 | 13F | Creative Planning | 735,165 | 0.63 | 70,076 | 19.35 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 322,803 | 12.41 | 30,770 | 33.32 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 55,291 | -28.96 | 5,270 | -15.75 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 52,479 | -6.35 | 5,002 | 11.08 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1,188,453 | 6.22 | 113,283 | 25.98 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 8,963 | -35.89 | 861 | -23.33 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 10 | -82.14 | 1 | -100.00 | ||||
| 2025-04-28 | 13F | Capstone Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 41,795 | 1.09 | 3,984 | 17.49 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 37 | -96.45 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 17,207 | 2.83 | 1,640 | 22.02 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 5,720 | -1.29 | 545 | 17.20 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 265,168 | -4.48 | 25,276 | 13.29 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 234,862 | -9.02 | 22,435 | 8.13 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22,991 | 67.51 | 2,192 | 98.64 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 12,277 | 117.33 | 987 | 118.14 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 26,383 | -43.03 | 2,515 | -32.44 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2,103 | 200 | ||||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 99,284 | -0.25 | 9,464 | 18.30 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 8,967 | -0.53 | 855 | 17.96 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 351,980 | 4.16 | 33,551 | 23.54 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 33,042 | -4.76 | 3,150 | 12.95 | ||||
| 2025-04-23 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 41,709 | 2.39 | 3,976 | 21.45 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 374 | 0.81 | 36 | 20.69 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 87,445 | 2.59 | 8,335 | 21.68 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 99,762 | 21.86 | 9,509 | 44.54 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 3,146 | -6.79 | 300 | 10.33 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 264,533 | 19.67 | 26,530 | 46.38 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2,773 | -21.06 | 264 | -6.38 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 7,467 | 0.20 | 712 | 18.90 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 7,277 | 0.00 | 694 | 18.66 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 212 | 0.00 | 20 | 17.65 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 289 | 0.00 | 28 | 17.39 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3,042 | -30.96 | 290 | -18.08 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 8,229 | -0.34 | 784 | 18.25 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3,007 | 81.69 | 287 | 115.04 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 23,409 | 3.12 | 2,232 | 22.37 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,557 | 244 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 88,400 | 8,426 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 2,583 | -34.61 | 246 | -22.40 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 12,225 | -16.45 | 1,165 | -0.85 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 456 | 338.46 | 43 | 437.50 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 167,790 | -6.74 | 15,994 | 10.60 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 50,171 | 5 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,315,195 | 4.89 | 220,684 | 24.40 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 218,219 | -3.67 | 20,801 | 14.24 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 399 | 1,562.50 | 38 | 3,600.00 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15,985 | -16.78 | 1,524 | -1.30 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 49,410 | 11.36 | 4,710 | 32.09 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 380 | 36 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4,800 | 0.00 | 458 | 18.70 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,352,760 | -9.59 | 510,225 | 7.22 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 2,117 | -33.82 | 202 | -21.79 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 50,265 | 24.22 | 4,791 | 47.32 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2,661 | -69.82 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 6,502 | 58.55 | 520 | 44.44 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 14,180 | -0.01 | 1,352 | 18.61 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 136 | -52.94 | 13 | -47.83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 414,289 | 136.34 | 39,272 | 179.61 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 48,630 | 116.45 | 4,635 | 156.79 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1,959 | 4.93 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 16,311 | -10.22 | 1,555 | 6.44 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2,991 | 0.84 | 285 | 19.75 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7,096 | 21.65 | 676 | 44.44 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 120,766 | 2.30 | 11,511 | 21.33 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1,651 | 157 | ||||||
| 2025-07-17 | 13F | City Holding Co | 610 | 0.00 | 58 | 18.37 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 38,945 | 81.78 | 3,712 | 115.69 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 944 | 0.00 | 90 | 18.67 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 2,157 | 206 | ||||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 536,744 | 0.67 | 51,163 | 19.39 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 22,890 | 59.63 | 2,182 | 89.32 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5,611 | -50.71 | 534 | -38.81 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 151,573 | 25.25 | 14,448 | 48.54 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 576,325 | 7.09 | 57,800 | 31.00 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 44,134 | 36.55 | 4,207 | 61.96 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11,073 | -1.13 | 1,055 | 17.22 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 9,811 | 935 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 3,347 | 0.00 | 319 | 9.25 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 41,867 | 1.14 | 3,991 | 19.96 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 124,160 | 93.85 | 11,835 | 129.92 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,227 | 0.00 | 117 | 18.37 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 20,731 | 690,933.33 | 1,976 | |||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 2,879 | 0.35 | 274 | 19.13 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 193,132 | 7.90 | 18,409 | 27.97 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 74,994 | -1.93 | 7,148 | 16.32 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 2,833 | 0.00 | 270 | 18.94 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 230 | -92.38 | 22 | -91.32 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 201,395 | 0.96 | 19,197 | 19.74 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 15,032 | 0.00 | 1,433 | 18.54 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 28,974 | 1.13 | 2,762 | 19.94 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 12,221 | 0.00 | 982 | -8.57 | ||||
| 2025-08-07 | 13F | PFG Advisors | 65,525 | 343.07 | 6,246 | 425.67 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4,655 | -11.25 | 444 | 5.23 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 3,592 | 0.14 | 339 | 17.36 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 124,068 | -8.48 | 12 | 10.00 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 81,406 | -2.66 | 7,760 | 15.44 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 556 | 0.00 | 53 | 18.18 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7,464 | 0.89 | 711 | 19.70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,215,054 | 7.21 | 783,059 | 27.15 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3,383 | 323 | ||||||
| 2025-05-28 | NP | MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | Short | -10 | -1 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 16,621 | -12.96 | 1,584 | 3.26 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 57,003 | -38.74 | 5,434 | -27.35 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 192,880 | 2,642.89 | 18,385 | 3,153.98 | ||||
| 2025-06-26 | NP | HF - DGA Absolute Return ETF | 32,829 | -4.12 | 2,692 | -12.86 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 5,508 | 1.23 | 443 | -7.53 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 818,956 | 0.23 | 78,063 | 18.87 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 132,820 | 3.85 | 12,660 | 23.18 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 18,200 | 0.00 | 1,735 | 18.60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 139,279 | 26.41 | 13,276 | 49.94 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 12,610 | 8.73 | 1,202 | 28.97 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 2,998 | -4.46 | 286 | 13.10 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 36,258 | 0.88 | 3,456 | 19.67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 562,712 | -5.22 | 54,060 | 13.29 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 80,757 | 1.69 | 7,698 | 20.60 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 11,391 | 11.16 | 1,086 | 31.83 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 14,201 | 13.64 | 1,354 | 34.76 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 29,019 | -10.60 | 2,766 | 6.06 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 16,796 | -2.31 | 1,634 | 14.52 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,221 | -6.50 | 307 | 11.23 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7,627 | -0.61 | 727 | 18.02 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 151,763 | 28.94 | 14,466 | 52.93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 77,056 | 10.00 | 7,345 | 30.44 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 863 | 0.00 | 82 | 18.84 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 159,329 | 3.94 | 15,187 | 23.28 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 60,250 | 12.88 | 5,743 | 33.90 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 3,750 | 0.00 | 301 | -8.51 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 2,672 | 0.45 | 255 | 19.25 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 3,119 | 0.00 | 297 | 18.80 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 27 | 3 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 71 | 7 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 274,452 | -0.91 | 26,161 | 17.52 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 106,436 | 60.21 | 10,145 | 90.02 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1,815 | 0.00 | 173 | 19.31 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3,886 | -0.92 | 370 | 17.46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,825,697 | 3.02 | 364,665 | 22.18 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 43,383 | -1.69 | 4,135 | 16.61 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 12,296 | 313.87 | 1,172 | 392.44 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 4,264 | 16.85 | 406 | 38.57 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 137 | -60.86 | 13 | -53.57 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 2,210 | 0 | ||||||
| 2025-08-14 | 13F | Systematic Alpha Investments, LLC | 70,000 | 0.00 | 6,672 | 18.61 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 27,428 | -0.55 | 2,614 | 17.96 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 212,144 | 3.52 | 20,222 | 22.78 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 30,783 | 23.54 | 2,934 | 46.55 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 71,260 | 837.14 | 6,793 | 1,011.62 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 5,638 | 34.72 | 537 | 59.82 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 215 | 0.00 | 20 | 17.65 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 38 | -36.67 | 3 | -40.00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1,085,277 | 10,781.06 | 103,449 | 12,814.86 | ||||
| 2025-04-17 | 13F | Tcfg Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 3,040 | 2.88 | 290 | 21.94 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 179,826 | 0.49 | 17,141 | 19.18 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 56,074 | -3.08 | 5,345 | 14.95 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 157,950 | 13.12 | 15,056 | 22.67 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,263 | 0.32 | 120 | 18.81 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 3,237 | 0.06 | 309 | 18.92 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 8,289 | -15.32 | 790 | 0.51 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3,024 | 288 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 53,090 | 64.39 | 5,061 | 94.99 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 4,250 | 0.00 | 405 | 18.77 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 60,814 | 17.91 | 5,797 | 39.83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 660,474 | -7.49 | 63 | 8.77 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 99,664 | -12.49 | 9,500 | 3.79 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 640,595 | 2.52 | 61,062 | 21.59 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 107,889 | -9.93 | 10,284 | 6.81 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,702,340 | 21.23 | 257,587 | 43.79 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 152,537 | 2.93 | 15 | 27.27 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 51,862 | 2.87 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 4,573 | 3.37 | 436 | 22.54 | ||||
| 2025-04-15 | 13F | Collier Financial | 221,450 | 17,798 | ||||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 5,365 | -0.06 | 511 | 18.56 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 7,969 | -1.43 | 760 | 16.95 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 136,732 | -1.24 | 13,033 | 17.14 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 7,331 | -51.59 | 699 | 69,700.00 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 3,210 | 306 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 43,964 | 2.51 | 4,191 | 21.59 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,008 | 287 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8,474 | -3.90 | 808 | 13.98 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 7,724 | 0.88 | 736 | 19.67 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 37,958 | 3,618 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 2,197 | 209 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 4,740 | -3.40 | 452 | 14.47 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7,678 | -0.63 | 732 | 17.71 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 2,902 | 2.80 | 277 | 22.12 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 126,183 | 29.79 | 12,028 | 53.94 | ||||
| 2025-04-14 | 13F | IMC-Chicago, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 12,335 | -6.68 | 1,176 | 10.64 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 75,804 | -13.00 | 7,226 | 3.17 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8,371 | 9.83 | 798 | 30.23 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 2,771 | 0.00 | 264 | 18.92 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 14,345 | 1,367 | ||||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 7,346 | -9.53 | 700 | 7.36 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 50,577 | 4.00 | 4,821 | 23.34 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 27,164 | 2,589 | ||||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 74,399 | -1.19 | 7,092 | 14.85 | ||||
| 2025-05-19 | 13F | Alpha DNA Investment Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,383 | 0.39 | 322 | 19.26 | ||||
| 2025-07-17 | 13F | Hamilton Capital Partners, Llc | 55,214 | 1.46 | 5,263 | 20.35 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 648,806 | -13.99 | 61,844 | 2.01 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9,165 | 11.06 | 874 | 31.67 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 43,585 | 21.47 | 4,155 | 44.09 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 10,670 | -0.71 | 1,017 | 17.84 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,548 | 0.00 | 148 | 18.55 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 272,594 | -18.93 | 25,984 | -3.85 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 5,778 | -10.20 | 551 | 6.38 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11,348,851 | 1.17 | 1,081,773 | 20.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 26,303 | 10.18 | 2,507 | 30.71 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 41,549 | 3.03 | 3,339 | -5.78 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 14,215 | 4.99 | 1,355 | 24.45 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2,170 | 0.00 | 207 | 18.39 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 69,139 | -95.23 | 5,557 | -95.64 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 4,398 | -16.45 | 419 | -0.95 | ||||
| 2025-08-14 | 13F | Comerica Bank | 60,998 | 7.71 | 5,814 | 27.75 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 158,500 | 6.88 | 12,739 | -4.77 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16,551 | -30.03 | 1,578 | -17.04 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5,287 | 0.00 | 504 | 18.63 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2,059,594 | 662.06 | 196,320 | 803.83 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 36,841 | 0.79 | 3,512 | 19.54 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 23,783 | -26.05 | 2,267 | -12.31 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 11,388 | -18.79 | 1,085 | -3.73 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 302,359 | 0.65 | 28,821 | 19.38 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 33,931 | 18.07 | 3,234 | 40.06 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 29,687 | -0.07 | 2,386 | -8.66 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2,200 | 210 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 194,156 | 2.23 | 18,507 | 21.24 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 23,856 | -22.21 | 2,274 | -7.75 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 39,169 | -2.97 | 3,734 | 15.07 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 467,240 | 575.80 | 44,537 | 701.60 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 365,662 | 9.68 | 34,855 | 30.08 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 234 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,280 | 4.01 | 217 | 23.30 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 40,630 | -4.91 | 3,873 | 12.75 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1,299 | 0.00 | 128 | 23.08 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 959,536 | 5.36 | 91,463 | 24.96 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 51,311 | -3.71 | 4,891 | 4.40 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 78,441 | 0.76 | 7,477 | 19.52 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7,928 | -3.52 | 756 | 14.39 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 130,127 | 3.12 | 12,404 | 22.31 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 8,933 | -3.02 | 851 | 15.00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 935 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 127 | -27.84 | 12 | -14.29 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 3,732 | -5.81 | 356 | 11.64 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3,626,169 | 0.39 | 345,646 | 19.06 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 74,537 | 2.86 | 7,105 | 22.00 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 17 | 2 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 51 | 0.00 | 5 | 0.00 | ||||
| 2025-07-16 | 13F | FCG Investment Co | 40,145 | 1.92 | 3,827 | 20.88 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 11,347 | -2.87 | 1,082 | 15.25 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 95,956 | 2,423.83 | 9,457 | 3,000.66 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3,058 | 0.00 | 291 | 18.78 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 35,441 | 88.20 | 3,378 | 123.27 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 723,607 | 5.47 | 68,974 | 23.45 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 1,195,346 | -0.53 | 113,940 | 17.98 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 475,148 | 7.62 | 45,291 | 27.65 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 100 | -92.64 | 9 | -93.22 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,700 | 125.38 | 257 | 167.71 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 56 | 0.00 | 5 | 25.00 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 111,746 | 494.49 | 10,652 | 605.36 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 3,915 | 1.37 | 373 | 20.32 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 6,975 | 0.00 | 572 | -6.85 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,613 | 154 | ||||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 63,160 | 6,020 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 100,136 | -0.93 | 9,545 | 17.49 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 102,336 | -0.07 | 9,755 | 18.52 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 5,285 | 0.17 | 508 | 32.03 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 663 | 0.00 | 63 | 18.87 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 28,483 | -8.29 | 2,715 | 8.73 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 943 | 0.11 | 90 | 18.67 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 116 | 0.00 | 11 | 22.22 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 118,372 | 3.43 | 11,283 | 22.68 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 9,054 | -25.22 | 728 | -31.67 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 31,813 | 104.45 | 3,032 | 142.56 | ||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 31,288 | 132.45 | 2,982 | 175.86 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 651 | 0.00 | 52 | -8.77 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 22,183 | 18.08 | 2,114 | 40.09 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 70,304 | -7.19 | 6,701 | 10.09 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 51,988 | 0.73 | 4,955 | 19.46 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 221,879 | 82.01 | 21,149 | 115.87 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 157,522 | -3.41 | 15,015 | 14.56 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 3,229 | 7.45 | 308 | 27.39 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 309,567 | 6.86 | 29,507 | 26.74 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 292,109 | 0.14 | 27,844 | 18.76 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 186,601 | 17,787 | ||||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 4,000 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 321,211 | 11.18 | 30,618 | 31.86 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 4,030 | -21.06 | 384 | -6.34 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 425,227 | 40,533 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 684,400 | 161.92 | 65,237 | 210.65 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 70,089 | -3.21 | 5,633 | -11.50 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 29,142 | -46.20 | 2,778 | -36.20 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 82,390 | 5.21 | 6,622 | -7.05 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 17,714 | -44.76 | 1,689 | -34.50 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 317,740 | 1.45 | 30,287 | 20.32 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10,468 | 0.56 | 998 | 22.48 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 3,978 | 379 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 485,371 | -0.41 | 46,266 | 18.11 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 3,507 | -84.82 | 334 | -82.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 26,046 | 16.26 | 2,483 | 37.89 | ||||
| 2025-07-17 | 13F | KWB Wealth | 1,103,542 | -3.61 | 88,692 | -11.86 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,285,569 | 1.16 | 122,539 | 19.98 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 15,558 | -14.60 | 1,483 | 1.23 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 403,939 | 0.78 | 38,503 | 19.53 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,142 | 1.78 | 300 | 20.56 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2,275 | 217 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2,463 | -22.69 | 235 | -8.59 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 240,937 | 7.31 | 22,966 | 27.28 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 772 | 0.00 | 62 | -7.46 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 36,812 | -3.59 | 3,509 | 14.34 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 301 | 29 | ||||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 60,625 | 3.24 | 5,779 | 22.44 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 10,529 | -0.14 | 1,004 | 18.42 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 786,880 | 1.43 | 75,005 | 20.29 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,981 | 59.24 | 189 | 89.90 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2,577 | 1.18 | 246 | 20.10 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 700 | 0.00 | 67 | 17.86 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 226,129 | -31.60 | 21,555 | -19.46 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 918 | -11.82 | 87 | -4.40 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 495,785 | 7.06 | 47,258 | 26.97 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 245,689 | -12.94 | 19,687 | -4.63 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 152,287 | 6.41 | 14,595 | 40.77 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 356,247 | 4.94 | 33,957 | 24.46 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3,226 | 0.06 | 307 | 18.53 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 6,925 | 16.78 | 660 | 38.66 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 22,114 | 9.12 | 2,108 | 29.42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 41,005 | -33.95 | 3,909 | -21.67 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 97,537 | 94.95 | 9,297 | 131.21 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 20,582 | -93.91 | 1,962 | -92.79 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2,938 | -32.01 | 280 | -19.31 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,552 | 146.43 | 529 | 192.27 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 3,537 | -28.96 | 337 | -22.88 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 53,913 | -14.93 | 5,139 | 0.90 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 2,864 | -13.29 | 273 | 2.64 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 63,937 | -2.59 | 6,094 | 15.55 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 76,864 | 58.30 | 7,327 | 87.75 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3,381,658 | 3.61 | 322,340 | 23.17 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 37,813 | 3,604 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 299,171 | 16.82 | 28,517 | 55.03 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 69,483 | -0.87 | 6,623 | 17.58 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 100,840 | 4.39 | 9,612 | 23.82 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 210,279 | -3.74 | 20,820 | 18.59 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 21,175 | 4.71 | 1,997 | 35.67 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 264,362 | -15.58 | 25,199 | 0.12 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 310 | 43.52 | 30 | 70.59 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 219,123 | -0.25 | 20,887 | 18.31 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 464,484 | 5.23 | 44,275 | 24.80 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 660 | 62 | ||||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 5,231 | 0.08 | 499 | 18.57 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 8,840 | 843 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 11,722 | 106.59 | 1,159 | 150.87 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 16,972 | -5.56 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2,075 | -84.38 | 198 | -81.54 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 123,141 | 5.86 | 11,738 | 25.54 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 84,900 | 0.14 | 8,093 | 18.77 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 5,924 | 569 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 55,029 | 1,697.16 | 5,245 | 2,032.11 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4,169 | 39.99 | 397 | 66.11 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Luminist Capital LLC | 663 | 0.00 | 63 | 16.98 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3,468 | 0.73 | 344 | 24.64 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 886 | 386.81 | 84 | 500.00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 6,932 | 24.12 | 661 | 47.32 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 6,517 | 33.41 | 621 | 58.42 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 39,826 | 11.20 | 3,796 | 31.90 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1,301,740 | 3.00 | 124,082 | 22.16 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 2,627 | -0.76 | 250 | 17.92 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,659 | 35.32 | 158 | 61.22 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2,774 | 259 | ||||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 30,312 | 0.30 | 2,436 | -8.28 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,246 | 69.52 | 119 | 100.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 28,274 | 13.14 | 2,768 | 32.52 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 168,757 | -4.75 | 16,086 | 12.96 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 20,334 | 302.02 | 2 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 47,481 | 3.97 | 4,525 | 23.27 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 27,665 | 34.17 | 2,637 | 59.14 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 9,900 | -84.06 | 944 | -81.10 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 84,115 | 14.94 | 1,165 | 11.28 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 2,898 | 0.03 | 276 | 18.97 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 23,611 | -0.89 | 2,251 | 17.55 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3,868 | 369 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2,203,650 | 1.06 | 210,052 | 19.86 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 7,461 | 711 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 165,223 | -15.79 | 15,749 | -0.12 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 26,677 | -8.17 | 2,543 | 8.91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 592,524 | -28.93 | 56 | -16.42 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4,592,176 | -3.21 | 437,726 | 14.80 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 227,380 | -67.40 | 21,674 | -64.65 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 16,194 | -0.03 | 1,544 | 18.60 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 374,028 | 1.27 | 35,652 | 20.11 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 11,566 | 3.39 | 1,102 | 22.58 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 222,618 | -0.98 | 21,220 | 17.43 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 6,659 | 3.02 | 635 | 22.16 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 216,341 | 3.08 | 20,622 | 22.25 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 4,842 | 0.00 | 462 | 18.51 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,236 | -9.98 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2,239 | 213 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 2,183 | 208 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 4,262,778 | 11.05 | 406,328 | 31.71 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 59,058 | 1,007.20 | 5,629 | 1,215.19 | ||||
| 2025-08-13 | 13F | Nbw Capital Llc | 5,507 | -21.27 | 525 | -6.76 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 236,796 | -0.71 | 22,571 | 17.76 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 77,223 | -7.87 | 7,361 | 9.26 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 159,160 | -0.61 | 15,290 | 18.81 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 6,525 | -21.89 | 622 | -7.45 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 44,887 | 20.83 | 4,279 | 43.32 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 305,181 | 70.08 | 29 | 107.14 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 88,631 | -2.61 | 8,448 | 15.50 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75,740 | -1.73 | 7,219 | 16.55 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 17,305 | 1.02 | 1,649 | 19.84 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 9,045 | -6.25 | 862 | 11.23 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 831 | -36.81 | 81 | -22.86 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1,836,568 | 2.41 | 175,062 | 21.47 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 12,037 | -4.54 | 1,147 | 13.23 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6,075 | 6.21 | 579 | 26.14 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 13,714 | -4.25 | 1,307 | 13.55 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 101 | 0.00 | 10 | 12.50 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 7,033 | -18.05 | 670 | -2.76 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 17,951 | 32.36 | 1,711 | 57.12 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3,794 | -33.66 | 362 | -28.09 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 | 4,501 | -4.23 | 429 | 13.79 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 29,000 | -0.56 | 2,764 | 17.97 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 20,735 | 32.32 | 1,977 | 56.95 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,578,456 | 10.77 | 150,458 | 31.38 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 93,718 | -1.35 | 8,933 | 17.00 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 29,673 | -0.85 | 2,828 | 17.59 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3,354 | -32.97 | 270 | -32.75 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 19,683 | -13.53 | 1,876 | 2.57 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 60,065 | -26.12 | 5,725 | -12.38 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 2,441,746 | 4.41 | 232,747 | 23.84 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 285,224 | -93.22 | 27,188 | -91.96 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 3,213 | 0.09 | 306 | 19.07 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 91,697 | 1.06 | 8,741 | 19.86 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 17,999 | 0.76 | 1,716 | 19.51 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9,874 | -26.02 | 941 | -12.22 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 116,603 | 53.78 | 11,115 | 82.41 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 53,278 | -0.10 | 5,106 | 25.27 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 225 | 0.00 | 21 | 16.67 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 3,000 | 0.00 | 286 | 18.26 | ||||
| 2025-05-13 | 13F | Quantbot Technologies LP | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 35,081 | 5.13 | 3,344 | 24.69 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36,154 | 1.44 | 3 | 50.00 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 7,580 | -9.00 | 723 | 7.92 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 403,403 | -0.95 | 38,452 | 17.48 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1,078 | 0.00 | 103 | 18.60 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 2,789 | 266 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 343,675 | 50.47 | 32,759 | 78.46 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 12,279 | -38.16 | 1,170 | -26.65 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 14,284 | 2.12 | 1,362 | 21.09 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 720 | 0.00 | 69 | 19.30 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 16,748 | -35.51 | 1,596 | -23.53 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2,678 | -1.47 | 253 | 14.55 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 71,777 | 6,842 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 5,332 | 3.35 | 508 | 22.71 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 12 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 27,955 | -0.90 | 2,665 | 17.51 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1,723,602 | 9.65 | 164,294 | 30.05 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,917,088 | -6.56 | 182,737 | 10.83 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 67,871 | -26.06 | 6 | -14.29 | ||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 90,313 | 6.26 | 8,609 | 26.03 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 300 | 29 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 36 | 12.50 | 3 | 50.00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 864 | 5.88 | 82 | 26.15 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 4,910 | 468 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 83,466 | 1.04 | 7,956 | 19.82 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 6,838 | -31.39 | 675 | -15.86 | ||||
| 2025-05-13 | 13F | Azimuth Capital Investment Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 395 | 0.00 | 38 | 19.35 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 9,815 | -55.37 | 936 | -47.09 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 14,292 | 0.00 | 1,362 | 18.64 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3,890 | -4.98 | 371 | 12.46 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 1,654,000 | -26.87 | 157,659 | -13.27 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 954,990 | 1.64 | 91,030 | 20.55 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9,999 | 49.71 | 953 | 77.80 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 18,253 | 1,730 | ||||||
| 2025-04-22 | 13F | Consolidated Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,524,871 | 31.77 | 240,669 | 56.29 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 12 | 0.00 | 1 | |||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 24,347 | -19.75 | 2,321 | -4.84 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 149,058 | 5.12 | 14,208 | 24.68 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 4,380 | 418 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 967 | 98.56 | 92 | 135.90 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 3,760 | -94.24 | 358 | -93.18 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 4,061 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 144,380 | -0.83 | 13,762 | 17.61 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 45,581 | 7.26 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 75,517 | -3.50 | 7,198 | 14.45 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 56,380 | 16.45 | 5,374 | 38.11 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 9,506 | -4.52 | 906 | 13.25 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 15,047 | 0.00 | 1,434 | 18.61 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 44,623 | 0.08 | 4,253 | 18.43 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 24,196 | -14.58 | 2,306 | 1.32 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 70,551 | -4.28 | 6,725 | 13.52 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 167,331 | 8.19 | 15,950 | 28.31 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 11,660 | -2.30 | 1,111 | 15.85 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3,342 | 21.39 | 319 | 43.89 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 224,036 | 21,355 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 523 | 9.87 | 50 | 28.95 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 83 | 8 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 17,019 | -21.56 | 1,622 | -6.94 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 133,280 | 8 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,027 | 65.65 | 97 | 95.92 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5,860 | 27.45 | 563 | 56.55 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 53 | 0.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 345,794 | 22.26 | 33 | 45.45 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 17,854 | -1.63 | 1,702 | 16.67 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 | 172,591 | 24.17 | 14,152 | 12.88 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 982 | 2.72 | 94 | 22.37 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 651 | 0.00 | 64 | 23.08 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17,394 | 10.25 | 1,658 | 30.76 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 671,985 | 1.61 | 64,054 | 20.51 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 8,079 | -7.99 | 770 | 9.22 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 20,959 | -4.84 | 1,998 | 12.82 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 2,609 | 0.00 | 249 | 18.66 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 851,088 | 9,486.48 | 81,126 | 11,277.98 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 3,099 | 295 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 750 | 0.00 | 71 | 18.33 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 90 | 34.33 | 9 | 60.00 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 15,234 | 0.14 | 1,452 | 18.82 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 13,137 | 2.79 | 1,252 | 21.91 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 73,437 | 6.62 | 7,000 | 26.47 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5,833 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2,440 | -2.40 | 233 | 16.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 938,767 | -12.52 | 89,484 | 3.75 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 82,477 | 2.97 | 7,862 | 22.12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 41,262 | -4.39 | 3,933 | 13.38 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 68,610 | -26.09 | 6,540 | -12.35 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 46,787 | 66.42 | 4,435 | 92.36 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 2,810 | 268 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4,366,773 | -8.81 | 416,238 | 11.99 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 3,750 | 357 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1,563 | 0.00 | 149 | 18.40 | ||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 31,686 | 3,020 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1,332 | 0.15 | 127 | 19.81 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 14,427 | 9.69 | 1,375 | 30.09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 107,506 | -30.66 | 10,247 | -17.76 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 47,289 | -54.86 | 4,508 | -46.47 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 95 | 0.00 | 9 | 28.57 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 97,401 | 0.00 | 9,284 | 18.60 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1,183 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 130,922 | 2.50 | 12,479 | 24.85 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 68 | -65.66 | 6 | -60.00 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 33,210 | 0.07 | 3,166 | 18.67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 117,370 | -77.87 | 11 | -76.09 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 44,044 | 295.47 | 4,198 | 369.05 | ||||
| 2025-05-09 | 13F | MWA Asset Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7,587 | 2,679.12 | 723 | 3,342.86 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 25,894 | -8.14 | 2,468 | 8.96 | ||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 89,600 | 126.84 | 8,541 | 169.06 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 328,557 | 1.92 | 31,318 | 20.88 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 124,173 | 3.10 | 11,770 | 21.59 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 15,263 | 0.00 | 1,455 | 18.60 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 53,789 | 13.60 | 5,127 | 34.74 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10,881 | -17.37 | 1,037 | -1.98 | ||||
| 2025-08-04 | 13F | Balentine LLC | 4,920 | -2.42 | 469 | 15.56 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 68,913 | -1.44 | 6,569 | 16.89 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5,946 | -1.06 | 567 | 17.18 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9,972 | -11.04 | 951 | 5.56 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 43,832 | -0.49 | 4,178 | 18.02 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 3,661 | 6.49 | 349 | 26.09 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 6,861 | 0.01 | 654 | 17.84 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4,600 | 0.00 | 438 | 30.36 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 5,354 | -8.95 | 510 | 8.05 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 6,119 | 583 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 19,719 | 16.56 | 1,880 | 38.26 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 64,049 | 13.45 | 6,071 | 34.23 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 2,757 | 0.00 | 263 | 18.55 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2,579 | 0 |
