Mga Batayang Estadistika
| Pemilik Institusional | 864 total, 864 long only, 0 short only, 0 long/short - change of 1.40% MRQ |
| Alokasi Portofolio Rata-rata | 0.3566 % - change of -5.59% MRQ |
| Saham Institusional (Jangka Panjang) | 81,967,894 (ex 13D/G) - change of 7.84MM shares 10.57% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 8,480,410 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Short-Term National Muni Bond ETF (US:SUB) memiliki 864 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 81,967,894 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Mercer Global Advisors Inc /adv, Morgan Stanley, Envestnet Asset Management Inc, Bank of New York Mellon Corp, Tiaa Trust, National Association, Sei Investments Co, Creative Planning, Captrust Financial Advisors, and Citigroup Inc .
Struktur kepemilikan institusional iShares Trust - iShares Short-Term National Muni Bond ETF (ARCA:SUB) 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 107.05 / share. Previously, on September 9, 2024, the share price was 105.92 / share. This represents an increase of 1.07% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | Bank of New York Mellon Corp | 5,155,033 | 4,326,731 | -16.07 | 5.20 | -18.75 |
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.
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Financial Life Advisors | 2,425 | -7.51 | 258 | -6.88 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4,631 | 9.35 | 492 | 10.07 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 56 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6,581 | 60.63 | 700 | 61.81 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,706 | 10.31 | 289 | 12.02 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 18,135 | 0.78 | 1,928 | 1.47 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 3,557 | 5.05 | 378 | 5.88 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4,290 | -27.87 | 456 | -27.39 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 51,310 | 5 | ||||||
| 2025-05-13 | 13F | LifePlan Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 5,197,326 | 20.12 | 552,684 | 20.96 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 12,707 | 4.69 | 1,351 | 5.46 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 7,588 | 0.00 | 807 | 0.62 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 255,040 | 6.55 | 27,121 | 7.30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 81,485 | 8,665 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2,517 | -31.00 | 268 | -30.39 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 60,557 | 27.02 | 6,440 | 27.91 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 115 | 0.88 | 12 | 0.00 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 13,724 | -51.33 | 1,459 | -50.99 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,317 | 0.00 | 246 | 0.82 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2,550 | 4.94 | 271 | 5.86 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 298,896 | 8.49 | 31,785 | 9.25 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 300 | -26.65 | 32 | -27.91 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 4,055 | -8.67 | 431 | -8.12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4,226 | 0.09 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 2,940 | 3.45 | 313 | 4.00 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 6,392 | 86.79 | 680 | 88.09 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 5,330 | -6.65 | 567 | -5.98 | ||||
| 2025-04-14 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Postrock Partners Llc | 8,400 | 0.00 | 893 | 0.68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 231,557 | -20.36 | 24,608 | -19.86 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,702 | 0.00 | 287 | 0.70 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 11,278 | 0.00 | 1,199 | 0.76 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3,424 | 0.26 | 364 | 1.11 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 7,285 | 3.95 | 775 | 4.59 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 31,013 | 1.31 | 3,298 | 2.01 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7,505 | 5.45 | 798 | 6.26 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 45,056 | -6.10 | 4,791 | -5.45 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 65,765 | 37.27 | 6,993 | 38.23 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 4,018 | 89.26 | 427 | 90.63 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 9,346 | 0.00 | 994 | 0.71 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 2,419 | -8.16 | 257 | -7.55 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 5,929 | 0.00 | 630 | 0.64 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,160 | 0.00 | 123 | 0.82 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 10,684 | 59.68 | 1,136 | 60.91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 90,007 | 48.23 | 10 | 50.00 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 7,907 | 841 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 1,921 | 204 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 11,537 | -7.54 | 1,227 | -6.91 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 36 | 4 | ||||||
| 2025-05-02 | 13F | Forum Financial Management, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 29,346 | -32.60 | 3,121 | -32.13 | ||||
| 2025-05-08 | 13F | Arkadios Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 310,219 | 3.67 | 32,989 | 4.39 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 3,425 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4,452 | 31.40 | 473 | 32.87 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 881 | 19.54 | 94 | 20.78 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4,694 | -2.07 | 499 | -1.38 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 18,168 | -12.62 | 1,932 | -12.03 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 2,927 | 0.00 | 311 | 0.65 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 5,893 | 0.00 | 627 | |||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 5,000 | 0.00 | 1 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 6,142 | 70.37 | 653 | 71.84 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 2,121 | 226 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 26,952 | 0.00 | 2,866 | 0.70 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 4,925 | -10.70 | 524 | -10.14 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,591 | -72.74 | 166 | -72.83 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 668,997 | 2.09 | 71 | 2.90 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 3,540 | 0.00 | 376 | 0.80 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51,244 | -0.79 | 5,449 | -0.09 | ||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,636,435 | 2.76 | 280,359 | 3.48 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 14,432 | -4.39 | 1,535 | -3.76 | ||||
| 2025-05-15 | 13F | First Manhattan Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 5,131 | -10.47 | 546 | -9.92 | ||||
| 2025-04-11 | 13F | Harbor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | U S Global Investors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 39,210 | -1.67 | 4,170 | -0.97 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 2,672 | -0.04 | 284 | 0.71 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3,748 | -0.66 | 399 | 0.00 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 23,262 | 0.02 | 2,474 | 0.73 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 3 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 33,627 | 3.05 | 3,576 | 3.77 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 94,867 | -18.15 | 10 | -16.67 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 11,731 | -7.13 | 1,247 | -6.45 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 6,300 | 670 | ||||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 130,304 | 13,857 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12,669 | -4.51 | 1,347 | -3.85 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 107,503 | 1.60 | 11,432 | 2.31 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 43,667 | -1.85 | 4,644 | -1.15 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 2,034 | 0.54 | 216 | 1.41 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 35,050 | 0.22 | 3,727 | 0.92 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 143,333 | -2.11 | 15,242 | -1.42 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 4,000 | 0.00 | 425 | 0.71 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,305 | 0.00 | 139 | 0.73 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 45,166 | 0.29 | 4,803 | 1.01 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 31,774 | 7.88 | 3,379 | 8.62 | ||||
| 2025-08-12 | 13F | Ade, Llc | 19,723 | -19.32 | 2,097 | -18.75 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 2,840 | 28.51 | 302 | 29.61 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5,961 | 29.28 | 636 | 30.86 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 8,541 | 0.00 | 908 | 0.78 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1,251 | 0.00 | 133 | 0.76 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 61 | 0.00 | 6 | 0.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3,126 | 332 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5,119 | -50.99 | 544 | -50.64 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,990 | 26.86 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,022 | 303.82 | 428 | 306.67 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 39,004 | 49.70 | 4,148 | 50.75 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 81,975 | -12.39 | 8,717 | -11.78 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,010 | -25.83 | 214 | -25.52 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 16,709 | 7.01 | 1,776 | 8.56 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 5,026 | -5.33 | 534 | -4.64 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,277,407 | 21.45 | 135,839 | 22.30 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102,775 | 7.78 | 10,929 | 8.54 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 1,950 | 0.00 | 207 | 0.98 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 641 | 61.06 | 68 | 61.90 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 2,370 | 0.00 | 252 | 0.80 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 46,870 | -14.04 | 4,984 | -13.44 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 6,382 | 0.06 | 679 | 0.89 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 332,223 | 5.69 | 35,325 | 7.06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,851 | 167.10 | 197 | 168.49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 668,165 | 43.95 | 71,053 | 44.95 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 2,367 | 0.00 | 252 | 0.80 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13,708 | 20.72 | 1,458 | 21.52 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2,457 | -0.04 | 261 | 0.77 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 3,268 | 0.00 | 348 | 0.58 | ||||
| 2025-05-13 | 13F | Horizon Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24,024 | 1.91 | 2,555 | 2.61 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 6,077 | 41.82 | 646 | 42.92 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 625 | 0.00 | 66 | 0.00 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 1,935 | 0.00 | 206 | 0.49 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1,417 | 0.00 | 151 | 0.67 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 37,600 | 3.72 | 3,998 | 4.44 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 11,450 | 0.00 | 1,218 | 0.66 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 51,484 | -7.79 | 5,475 | -7.14 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,565 | 3.52 | 592 | 4.23 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 2,368 | 3.54 | 252 | 4.15 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 18,619 | 1,980 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 547,610 | 10,878.55 | 58,233 | 10,970.72 | ||||
| 2025-06-23 | NP | PTEAX - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A | 374 | 0.00 | 39 | 0.00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 264 | 0.76 | 28 | 3.70 | ||||
| 2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 33,444 | -2.05 | 3,543 | -2.21 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 8,728 | -10.80 | 928 | -10.16 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,691 | 10.54 | 393 | 11.36 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 970,378 | 14.19 | 103,190 | 14.99 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 34 | 0.00 | 4 | 0.00 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 23,177 | 11.04 | 2,465 | 11.80 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 61,197 | 22.96 | 6,508 | 23.82 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10,701 | 16.54 | 1,138 | 17.46 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 4,000 | 0.08 | 425 | 0.71 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 16,736 | 35.10 | 1,780 | 36.01 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 16,200 | 14.08 | 1,723 | 14.88 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 74,966 | -28.62 | 7,972 | -28.12 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 200 | 0.00 | 21 | 0.00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,524 | 24.96 | 375 | 25.93 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 479 | 51 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 31,554 | -1.39 | 3,349 | -0.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,155,039 | 15.13 | 122,827 | 15.94 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3,172 | -49.20 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 39 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4,507 | -17.14 | 479 | -16.55 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2,539 | 0.00 | 270 | 0.37 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 1,985 | -3.97 | 211 | -3.21 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 203,146 | -13.87 | 22 | -12.50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 522,386 | 5.24 | 55,550 | 5.98 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 9,672 | 0.45 | 1,029 | 1.18 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 40,212 | 8.39 | 4,276 | 9.17 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 7,593 | 0.00 | 807 | 0.75 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Credential Securities Inc. | 1,010 | 0.00 | 106 | 0.95 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 8,082 | 36.84 | 859 | 37.88 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 11,480 | -8.46 | 1,221 | -7.85 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 18,985 | 0.53 | 2,019 | 1.20 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 29,172 | -5.20 | 3,102 | -4.52 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 15,476 | -0.91 | 1,646 | -0.24 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 17,914 | -6.93 | 1,905 | -6.30 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,211 | -54.25 | 342 | -53.98 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 41,526 | -10.55 | 4,416 | -9.93 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7,955 | 0.00 | 846 | 0.60 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 110 | 0.00 | 12 | 0.00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 46,194 | -2.69 | 4,912 | -2.01 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 4,350 | 0.00 | 463 | 0.65 | ||||
| 2025-04-23 | 13F | TSA Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Ndwm Llc | 16,907 | 219.66 | 1,798 | 222.04 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 23,403 | 3.97 | 2,485 | 4.55 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 3,738 | 397 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 696 | 0.00 | 74 | 1.37 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14,470 | 2.35 | 1,541 | 3.42 | ||||
| 2025-08-14 | 13F | Comerica Bank | 194,536 | 22.35 | 20,687 | 23.21 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 956 | 0.00 | 102 | 1.00 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 3,060 | 325 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2,865 | -1.44 | 305 | -0.65 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 903 | 19.92 | 96 | 21.52 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 7,520 | 13.85 | 800 | 14.63 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 5,551 | -0.32 | 590 | 0.34 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 2,431 | -0.61 | 259 | 0.00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 11,415 | 7.79 | 1,214 | 8.50 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Envision Financial LLC | 4,175 | 43.97 | 444 | 44.77 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23,787 | 41.35 | 2,530 | 42.32 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 97,864 | -1.02 | 10,407 | -0.34 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 31,702 | -0.55 | 3,371 | 0.15 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 16,748 | 26.68 | 1,781 | 27.51 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 9,101 | 60.57 | 968 | 61.71 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 10,738 | 0.00 | 1,142 | 0.80 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4,239 | -6.88 | 451 | -6.25 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 9,234 | 0.12 | 982 | 0.93 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 29,561 | 0.13 | 3,143 | 0.83 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 37,497 | 178.04 | 4 | 200.00 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 5,952 | 22.02 | 633 | 22.72 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 13,625 | -2.15 | 1,449 | -1.50 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 63,216 | -5.14 | 6,722 | -4.48 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 19,512 | 70.05 | 2,075 | 71.26 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 23,970 | -7.05 | 2,549 | -6.39 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 833 | 89 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 24,619 | 23.96 | 2,618 | 24.80 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 32,289 | -61.58 | 3,434 | -61.32 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 10,135 | 60.44 | 1,078 | 61.47 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 18,175 | 1.32 | 1,933 | 2.01 | ||||
| 2025-07-16 | 13F | American National Bank | 13,547 | -5.60 | 1,441 | -4.95 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 11,487 | 0.81 | 1,221 | 1.50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 345,796 | 9.18 | 36,772 | 9.94 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 2,437 | -8.45 | 259 | -7.83 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 13,625 | -6.27 | 1,449 | -5.61 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 135,485 | -3.79 | 14,408 | -3.11 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 28,812 | 4.78 | 3,064 | 5.51 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 10,779 | 65.68 | 1,146 | 66.81 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 254,317 | 2.11 | 27,044 | 2.82 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 37,621 | 3.40 | 4,001 | 4.11 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 19,379 | -13.41 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 46,442 | -0.81 | 4,939 | -0.12 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 96,628 | 0.00 | 10,275 | 0.71 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 5,535 | 0.00 | 589 | 0.68 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 11,395 | 1,212 | ||||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 1,914 | 0.00 | 204 | 0.50 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,452 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 5,025 | 0.58 | 534 | 1.33 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 70,870 | 128.86 | 7,536 | 130.46 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 5,190 | -8.56 | 552 | -8.01 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2,035 | 0.00 | 216 | 0.93 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 65,049 | 16.52 | 6,917 | 17.34 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 17,239 | -2.53 | 1,833 | -1.82 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 50 | 0.00 | 5 | 0.00 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2,694 | -1.75 | 286 | -0.69 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 3,824 | -30.42 | 407 | -30.00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3,421 | 364 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1,228 | 156.90 | 131 | 160.00 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 6,333 | -0.94 | 673 | -0.30 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 375 | 0.00 | 40 | 0.00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10,601 | -4.83 | 1,127 | -4.17 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,606 | 3.88 | 809 | 4.53 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 25,325 | -7.53 | 2,693 | -6.88 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 8,749 | 29.92 | 930 | 30.80 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 21,211 | -1.96 | 2,255 | -0.88 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 16,138 | -56.95 | 1,716 | -56.64 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 435 | 0.00 | 46 | 2.22 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 3,735 | 0.00 | 397 | 0.76 | ||||
| 2025-07-25 | NP | PMOAX - Opportunistic Municipal Fund Class A | 1,000 | 0.00 | 106 | -0.94 | ||||
| 2025-05-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13,637 | 21.98 | 1,450 | 22.88 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 198,105 | 6.86 | 21,066 | 7.61 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 40,996 | -7.42 | 4,360 | -6.78 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 26,927 | -16.08 | 2,863 | -15.50 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 21,608 | 43.12 | 2,298 | 44.10 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 50,813 | -27.04 | 5,403 | -26.53 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 15,748 | -0.18 | 1,675 | 0.54 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3,000 | 319 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 11,840 | -13.77 | 1,259 | -13.11 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 3,299 | -46.25 | 351 | -45.99 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 613,408 | -7.71 | 65,230 | -7.07 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 5 | 0.00 | 1 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 4,160 | 12.07 | 442 | 13.04 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 482 | 0.00 | 51 | 2.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 270,077 | 11.41 | 28,720 | 12.19 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 3,159 | 0.61 | 336 | 1.21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 40,422 | -66.18 | 4,298 | -65.95 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 2,966 | 0.00 | 315 | 0.64 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 12,679 | 3.06 | 1,348 | 3.77 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2,092 | 0.58 | 222 | 1.37 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3,854 | -33.34 | 410 | -32.95 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7,218 | 49.01 | 768 | 50.10 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,418,214 | 7.47 | 150,813 | 8.22 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 39,565 | 2.04 | 4,207 | 2.76 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 25,929 | -3.34 | 2,757 | -2.65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11,963 | -9.60 | 1,272 | -8.95 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 4,669 | 41.10 | 497 | 42.12 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2,671 | -33.57 | 284 | -33.02 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,066 | 113 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 | 0.00 | ||||||
| 2025-04-23 | 13F | Austin Asset Management Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15,290 | 0.35 | 1,626 | 0.99 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12,690 | 0.21 | 1,349 | 0.90 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 9,314 | 9.45 | 991 | 10.36 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 804 | 0.63 | 85 | 1.19 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 85,213 | -1.47 | 9,062 | -0.78 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 26,480 | -4.92 | 2,816 | -4.25 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 75,300 | 42.13 | 8,007 | 43.14 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5,995 | -13.84 | 637 | -13.22 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 2,015 | -31.18 | 214 | -30.74 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 97,860 | 51.39 | 10,407 | 52.47 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 37,918 | 25.06 | 4,032 | 25.96 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 36,639 | 8.65 | 3,896 | 9.41 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 2,202 | 234 | ||||||
| 2025-05-02 | 13F | Summit X, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 9,188 | -1.61 | 981 | -0.51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,609 | 6.37 | 597 | 7.19 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 117,055 | -2.01 | 12,448 | -1.33 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 7,045 | 2.41 | 749 | 3.17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 990,029 | 1.56 | 105,252 | 2.24 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 5,031 | 0.00 | 535 | 0.56 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 4,762 | 0.00 | 506 | 0.80 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 22,325 | -24.19 | 2,374 | -23.64 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 5,826 | 54.29 | 620 | 55.78 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 6,097 | -2.04 | 648 | -1.37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24,052 | -1.48 | 2,558 | -0.81 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 397,823 | 730.75 | 42,304 | 736.71 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 3,358 | 0.00 | 357 | 0.00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 16,555 | 0.26 | 1,760 | 0.98 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 88,830 | 11.46 | 9,446 | 12.23 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 11,780 | 11.87 | 1,253 | 12.69 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 24,377 | 27.16 | 2,592 | 28.06 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 19,462 | 1.79 | 2,070 | 2.48 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 6,028 | -0.48 | 643 | 0.63 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 3,408 | 2.34 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18,024 | -2.81 | 1,916 | -2.04 | ||||
| 2025-04-15 | 13F | Collier Financial | 1,816 | -3.81 | 192 | -4.02 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,040 | 110 | ||||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 8,187 | 0.04 | 871 | 0.69 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 7,202 | -61.33 | 766 | -61.09 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3,710 | 17.52 | 395 | 18.32 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 17,056 | 175.72 | 1,814 | 177.64 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,628 | 0.00 | 173 | 1.17 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 30,996 | 24.15 | 3,296 | 25.04 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,532 | 269 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,907 | 11.24 | 522 | 12.04 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 4,120 | 13.06 | 438 | 14.06 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 22,850 | -20.74 | 2,430 | -20.20 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 1,935 | 0.00 | 206 | 0.49 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 21,237 | -0.31 | 2,258 | 0.40 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 8,817 | 0.00 | 938 | 0.64 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 2,558 | -0.81 | 272 | 0.00 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 109,496 | 8.31 | 11,644 | 9.07 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 8,932 | -34.97 | 950 | -34.55 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 156,443 | 0.21 | 16,636 | 0.91 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2,884 | 307 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 115 | 0.00 | 12 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8,453 | 8.19 | 899 | 8.85 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,941 | 6.12 | 205 | 5.70 | ||||
| 2025-05-13 | 13F | SevenBridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 3,683 | 44.09 | 392 | 45.35 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 29,234 | 2.85 | 3,109 | 3.57 | ||||
| 2025-08-26 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | 32,000 | 0.00 | 3,403 | 0.68 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 61,915 | 15.29 | 7 | 20.00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 10,325 | 1.19 | 1,098 | 1.86 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3,293 | 0.00 | 350 | 0.86 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 19,708 | 105.29 | 2,096 | 106.81 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 518,520 | 1.22 | 55,139 | 1.93 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 4,950 | 0.00 | 526 | 0.77 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 16,072 | -0.37 | 1,710 | 1.06 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 4,387 | 0.00 | 467 | 0.65 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3,605 | -7.54 | 383 | -6.81 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 30,586 | 2.63 | 3,253 | 3.37 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 3,238 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 16,365 | 39.24 | 1,740 | 40.21 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 6,750 | 0.00 | 718 | 0.70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,211 | 43.22 | 341 | 44.49 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 381,277 | 5.11 | 40,545 | 5.85 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2,659 | 0.95 | 283 | 1.81 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 17,800 | 1,893 | ||||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 61,145 | -0.89 | 6,502 | -0.18 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,894 | -14.10 | 308 | -13.52 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4,313 | 6.02 | 459 | 6.76 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3,310 | 40.37 | 352 | 40.96 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,149 | -0.60 | 335 | 0.00 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 51,101 | 80.73 | 5,434 | 82.04 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 37,577 | -11.51 | 3,996 | -10.91 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3,504 | -31.75 | 373 | -31.37 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 53,303 | -3.29 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 13,254 | 118.07 | 1,409 | 119.81 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 3,000 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 125,882 | -26.44 | 13,386 | -25.93 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 986 | 105 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5,109 | 7.24 | 543 | 7.95 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 9,545 | 385.01 | 1,015 | 390.34 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 3,000 | 0.00 | 319 | 0.95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24,545 | 24.70 | 2,610 | 25.66 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 3,290 | 350 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 214 | 8.08 | 23 | 10.00 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 6,756 | 0.00 | 718 | 0.70 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 185,745 | 322.23 | 19,752 | 325.23 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 2,661 | -13.29 | 283 | -12.96 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 14,996 | 7.08 | 1,595 | 7.85 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 4,310 | 0.00 | 458 | 0.66 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 83,722 | 36.50 | 9 | 33.33 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 15,000 | -0.25 | 1,595 | 0.50 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Penney Financial, LLC | 23,205 | 0.57 | 2,468 | 1.27 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 2,080 | 221 | ||||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 200,505 | 13.06 | 21,322 | 13.85 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 806 | -1.59 | 86 | -1.16 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,339 | -64.23 | 142 | -64.05 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 16,003 | -3.17 | 1,702 | -2.52 | ||||
| 2025-08-05 | 13F | Allstate Corp | 20,644 | 2,195 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 21,691 | -17.30 | 2,307 | -16.72 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 33,148 | 0.74 | 3,525 | 1.44 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 12,598 | 18.87 | 1,340 | 19.66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 134,403 | 84.93 | 14,292 | 86.24 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3,036 | 57.71 | 323 | 58.62 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 3,796 | 0.00 | 404 | 0.75 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2,230 | 237 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 11,616 | -63.19 | 1,235 | -62.94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 80,402 | -9.30 | 8,550 | -8.66 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 36,201 | -3.42 | 3,850 | -2.75 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 493,800 | 49.64 | 52,511 | 50.68 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 13,241 | 1,408 | ||||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 6,829 | 726 | ||||||
| 2025-08-12 | 13F | Dean Investment Associates, Llc | 6,650 | 0.00 | 707 | 0.71 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 157,870 | -18.58 | 16,788 | -18.01 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 181 | 0 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 18,227 | -16.62 | 1,938 | -16.03 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 44,711 | 4,755 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 7,736 | 25.06 | 1 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 46 | -45.24 | 5 | -50.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,600 | 0.00 | 276 | 0.73 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 12,927 | 1,375 | ||||||
| 2025-07-23 | 13F | Wise Wealth Partners | 2,938 | 0.55 | 312 | 1.30 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 5,637 | 163.78 | 599 | 166.22 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2,644 | 1.65 | 279 | 2.95 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 20,037 | 33.72 | 2,131 | 34.64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23,151 | 1.01 | 2,462 | 1.69 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 7,285 | -0.67 | 775 | 0.00 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 17,496 | 1,861 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 80,020 | 20.42 | 8,509 | 21.26 | ||||
| 2025-08-08 | 13F | Renasant Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 2,429 | 0.58 | 258 | 1.18 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 30,561 | 3,250 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 420 | -97.44 | 45 | -97.46 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 27,614 | 0.00 | 2,936 | 0.69 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 278,065 | 2.16 | 29,569 | 2.88 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2,670 | -0.52 | 284 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38,274 | 2.50 | 4,070 | 3.25 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 18,025 | 0.00 | 1,917 | 0.68 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 1,998 | 0.00 | 212 | 0.95 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14,601 | 23.39 | 1,553 | 24.26 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30,995 | -2.08 | 3,296 | -1.38 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11,603 | -56.85 | 1,234 | -56.57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49,086 | 11.33 | 5,220 | 12.09 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 83,457 | -1.59 | 8,875 | -0.90 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 10,204 | 0.01 | 1,085 | 0.74 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 5,297 | -6.79 | 563 | -6.17 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 70,902 | -0.45 | 7,540 | 0.25 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 12,072 | 29.50 | 1,284 | 30.39 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 12,911 | -1.90 | 1,373 | -1.22 | ||||
| 2025-08-04 | 13F | Balentine LLC | 144 | -89.25 | 15 | -89.36 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 264,342 | -0.16 | 28,110 | 0.54 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 9,134 | -2.66 | 971 | -1.92 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2,249 | -29.67 | 239 | -29.08 | ||||
| 2025-07-07 | 13F | Trust Co | 1,449 | -36.03 | 154 | -35.56 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 12,657 | 19.39 | 1,346 | 19.88 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 66,064 | -38.32 | 7,025 | -37.89 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2,600 | 76.27 | 276 | 78.06 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 33,355 | -5.46 | 3,563 | -4.35 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 4,126 | -4.78 | 439 | -4.16 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 2,640 | 0.00 | 281 | 0.72 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,607 | 24.32 | 809 | 25.08 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 42,817 | -0.19 | 4,553 | 0.53 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 2,535 | 32.10 | 270 | 33.17 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 7,448 | -1.68 | 792 | -0.88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23,933 | -45.00 | 2,545 | -44.61 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6,894 | 733 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 48,712 | -3.38 | 5,180 | -2.69 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 140,610 | 35.36 | 14,952 | 36.31 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 5,126 | 0.49 | 545 | 1.30 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,427 | 0.00 | 152 | 0.67 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 8,212 | -14.91 | 873 | -14.33 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,028 | -0.87 | 535 | 0.56 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 43 | ||||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 3,700 | 0.52 | 393 | 1.29 | ||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 3,861 | -9.89 | 411 | -9.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 4,926 | 524 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 8,299 | 4.73 | 876 | 4.91 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,101 | -0.62 | 649 | 0.00 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 21,668 | 0.19 | 2,304 | 0.92 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 79,141 | 4.02 | 8,416 | 4.74 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 9,195 | -17.31 | 978 | -16.78 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 37,437 | 12.16 | 3,981 | 12.97 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 118 | 0.00 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 60,505 | 6,433 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5,709 | 0.00 | 607 | 0.83 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 64,591 | 15.01 | 6,869 | 15.82 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13,503 | 77.60 | 1,436 | 78.93 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 15,878 | -4.72 | 1,688 | -4.04 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 15,181 | 12.62 | 1,614 | 13.42 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 844 | 90 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 116,067 | -3.53 | 12,343 | -2.86 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4,939 | 8.22 | 525 | 9.15 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 14,607 | 0.00 | 1,542 | 0.13 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 8,284 | 0.57 | 881 | 1.27 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2,507 | 0.00 | 267 | 0.76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12,738 | 62.70 | 1,355 | 63.92 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9,112 | 3.33 | 969 | 3.97 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12,258 | 0.38 | 1,304 | 1.09 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 239 | 0.42 | 25 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 584,732 | 1.01 | 62,180 | 2.00 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 30,465 | 11.13 | 3,240 | 11.92 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4,255 | -8.57 | 452 | -7.94 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9,145 | -9.12 | 972 | -8.47 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2,851 | -56.04 | 304 | -55.49 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 10,235 | 0.00 | 1,088 | 0.74 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,168 | 1.13 | 124 | 2.48 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 39,397 | 9.43 | 4,190 | 10.21 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 11,117 | -63.79 | 1,182 | -63.54 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 49,469 | 30.95 | 5,261 | 31.86 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 3,667 | -15.51 | 390 | -15.07 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 33,353 | -7.91 | 3,547 | -7.27 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6,679 | 69.73 | 710 | 71.08 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 7,922 | 0.76 | 842 | 1.45 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 51,092 | -5.35 | 5,433 | -4.68 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8,065 | 117.39 | 858 | 119.18 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 34,535 | 5.24 | 3,672 | 5.97 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12,636 | 1.09 | 1,344 | 1.74 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 12,617 | 0.00 | 1,342 | 0.68 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1,895 | 202 | ||||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 5,277 | 4.29 | 557 | |||||
| 2025-07-24 | 13F | Eastern Bank | 423 | 1,264.52 | 45 | 1,366.67 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14,505 | 0.83 | 1,542 | 1.51 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2,148 | 0.00 | 228 | 0.88 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 28,825 | 3,065 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 450 | 0.00 | 48 | 0.00 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 13,185 | 0.00 | 1,402 | 0.72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 133,662 | 8.29 | 14 | 7.69 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 15,316 | 5.15 | 1,629 | 5.85 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 85,945 | -50.22 | 9,139 | -49.87 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 955 | 0.00 | 100 | 0.00 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 2,303 | 245 | ||||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 2,685 | -18.96 | 286 | -18.34 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 7,736 | -23.79 | 823 | -23.25 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 18,914 | -2.52 | 2,011 | -1.81 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 2,591 | 276 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 68,148 | 10.33 | 7,247 | 11.10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14,979 | -34.13 | 1,593 | -33.69 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 94,218 | 45.68 | 10,019 | 46.71 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 2,080 | 18.52 | 221 | 19.46 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 10,949 | 2.85 | 1,164 | 3.56 | ||||
| 2025-08-05 | 13F | McBroom & Associates, LLC | 18,843 | 0.00 | 1,990 | 0.00 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 33,036 | -3.56 | 3,513 | -2.88 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 4,432 | -24.83 | 471 | -24.28 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 290,483 | 6.79 | 30,675 | 6.92 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,354 | 5.96 | 1,959 | 7.05 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 4,065 | 12.42 | 432 | 13.39 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 26,576 | -31.68 | 2,826 | -31.19 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 3,296 | 0.00 | 350 | 0.57 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 159,994 | -0.25 | 17,014 | 0.45 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 16,600 | 30.71 | 1,765 | 31.62 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11,850 | -12.58 | 1,260 | -11.95 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 68,156 | -0.07 | 7,271 | 1.45 | ||||
| 2025-08-14 | 13F | Betterment LLC | 216,032 | 524.89 | 23 | 633.33 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,916 | 0.00 | 310 | 0.98 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1,750 | -49.94 | 186 | -49.59 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6,067 | 118.95 | 645 | 120.89 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,833 | -5.86 | 833 | -5.13 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,039 | -0.97 | 217 | -0.46 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 73,104 | 2.71 | 7,774 | 3.42 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 598 | 374.60 | 64 | 384.62 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 8,788 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 137,877 | 85.71 | 14,662 | 87.00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 63,223 | 4.26 | 6,723 | 5.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 171,641 | 1,228.49 | 18,252 | 1,238.12 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2,210 | 235 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 31 | 3 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 7,790 | -6.94 | 828 | -6.33 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 51,373 | 11.81 | 5,463 | 12.62 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 17,696 | 4.38 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 22 | -65.08 | 2 | -66.67 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 18,052 | 3.59 | 1,920 | 4.29 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8,748 | 930 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3,539 | 376 | ||||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 4,132 | 0.00 | 439 | 0.69 | ||||
| 2025-07-09 | 13F | Exchange Bank | 10,435 | 20.57 | 1,110 | 21.47 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 4,674 | -1.62 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6,370,874 | 92.80 | 677,479 | 94.15 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 172,817 | 0.33 | 18,379 | 1.55 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 329 | 0.00 | 35 | 0.00 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 13,254 | 0.04 | 1,409 | 0.71 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 10,578 | 7.72 | 1,125 | 8.49 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 38,185 | -1.22 | 4,061 | -0.54 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 122 | -84.65 | 13 | -85.54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 213,359 | -14.62 | 22,689 | -14.02 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 12,561 | 5.44 | 1,337 | 6.79 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 35,345 | -0.22 | 3,759 | 0.48 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 3,950 | 0.00 | 420 | 0.72 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 2,535 | 270 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,025 | 10,331.03 | 322 | 10,600.00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2,000 | 0.00 | 213 | 0.47 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 364 | 87.63 | 39 | 90.00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 525 | 0 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4,054 | 0.27 | 431 | 0.94 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3,707 | 0.00 | 394 | 0.77 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4,957 | 0.06 | 527 | 0.76 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 8,517 | 906 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 114,320 | -1.99 | 12,157 | -1.31 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 4,615 | 491 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,227,599 | 2.80 | 768,583 | 3.52 | ||||
| 2025-06-03 | 13F | Invst, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 6,803 | 723 | ||||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 9,888 | -0.10 | 1,051 | 0.57 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 27,860 | 6.76 | 2,963 | 7.51 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 235,731 | 8.30 | 25,068 | 9.06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 526,015 | 38.59 | 55,936 | 39.56 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 2,342 | -51.41 | 249 | -51.08 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 243,754 | 18.93 | 25,921 | 19.77 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 12,883 | 52.41 | 1,370 | 53.48 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 88,566 | -10.20 | 9,418 | -9.57 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 9,077 | 26.90 | 965 | 27.98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 77,970 | 6.65 | 8,291 | 7.40 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 659 | 0.00 | 70 | 1.45 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13,949 | -7.88 | 1,483 | -7.25 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5,936 | 0.44 | 634 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17,574 | 4.16 | 1,873 | 5.40 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 9,920 | 0.49 | 1,055 | 1.15 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 1,300 | 0.00 | 138 | 0.73 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2,292 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3,501 | -3.98 | 372 | -3.38 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,380 | 0.00 | 147 | 0.69 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 1,922 | 195.69 | 204 | 200.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 266,631 | 9.97 | 28,354 | 10.75 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 10,070 | 0.00 | 1,071 | 0.66 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 27,211 | -4.59 | 2,894 | -3.92 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,715 | -46.90 | 289 | -46.57 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 91,451 | 8.52 | 9,725 | 9.27 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 40,875 | -2.39 | 4,347 | -1.72 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 1,974 | 0.00 | 210 | 0.48 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 187 | -22.41 | 20 | -24.00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9,404 | 0.01 | 1,000 | 0.81 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2,000 | 0.00 | 213 | 0.47 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4,255 | 0.00 | 452 | 0.67 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 113,906 | 6.72 | 12,113 | 7.46 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 12,162 | -0.86 | 1,293 | 0.47 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16,337 | 7.33 | 1,737 | 8.09 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 8,322 | 0.00 | 885 | 0.68 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1,696 | 0.71 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 17,332 | 0.32 | 1,843 | 1.04 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24,506 | 103.52 | 2,606 | 104.96 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6,898,621 | 4.98 | 733,599 | 5.71 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 3,048 | 0.00 | 324 | 0.93 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 5,956 | 58.49 | 633 | 59.85 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 11,160 | -0.02 | 1,187 | 0.68 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,879 | 0.00 | 519 | 0.58 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 569,684 | 1.88 | 60,580 | 2.59 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7,163 | -3.29 | 756 | -3.20 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 31,178 | -0.02 | 3,315 | 0.67 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 3,525 | 0 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5,416 | -0.02 | 576 | 0.70 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 72,649 | 908,012.50 | 7,725 | |||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 8,471 | 0.58 | 901 | 1.24 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 4 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Wit, Llc | 418,588 | 44,513 | ||||||
| 2025-04-30 | 13F | True Vision MN LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 13,470 | 2.59 | 1,432 | 3.32 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23,604 | -10.65 | 2,510 | -10.00 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 9,080 | -52.20 | 966 | -51.89 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 550 | -88.39 | 58 | -88.40 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 10,735 | -5.83 | 1,142 | -5.15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,503,994 | 4.39 | 585,294 | 5.12 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 4,116 | 0.51 | 438 | 1.39 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 7,495 | 2.04 | 797 | 2.84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 73,148 | 34.91 | 8 | 40.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6,193 | -20.34 | 659 | -19.76 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4,710 | -1.88 | 501 | -1.19 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 599,247 | 2.88 | 63,680 | 3.53 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 2,264 | 241 | ||||||
| 2025-08-14 | 13F | Family Management Corp | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,818 | -7.12 | 1,469 | -6.49 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6,054 | 43.43 | 644 | 44.49 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 63,498 | 1.04 | 6,752 | 1.75 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 157,618 | -70.30 | 16,761 | -70.09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 43 | 5 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 4,984 | 4.95 | 530 | 5.79 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 170,066 | -13.32 | 18,085 | -12.72 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 1,600 | 6.67 | 170 | 7.59 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 59,800 | -6.82 | 6,359 | -6.17 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3,387 | -16.96 | 360 | -16.28 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 2,259 | -2.25 | 240 | -1.23 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 50,339 | 314.65 | 5,353 | 317.80 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,412,277 | 8.98 | 362,861 | 9.74 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 50,317 | 2.22 | 5,351 | 2.92 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2,073 | 220 | ||||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 6,842 | 7.43 | 728 | 8.18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 818,504 | -1.36 | 87,040 | -0.67 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 88,007 | 29.79 | 9,359 | 30.70 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 1,959 | 208 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 5,477 | -9.80 | 582 | -9.20 |
