Mga Batayang Estadistika
| Pemilik Institusional | 582 total, 582 long only, 0 short only, 0 long/short - change of -1.35% MRQ |
| Alokasi Portofolio Rata-rata | 1.6127 % - change of -6.48% MRQ |
| Saham Institusional (Jangka Panjang) | 241,860,807 (ex 13D/G) - change of 3.47MM shares 1.45% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 11,425,138 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree Floating Rate Treasury Fund (US:USFR) memiliki 582 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 241,860,807 saham. Pemegang saham terbesar meliputi Summit Trail Advisors, Llc, Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Laurel Wealth Advisors LLC, Captrust Financial Advisors, Raymond James Financial Inc, and BIP Wealth, LLC .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree Floating Rate Treasury Fund (ARCA:USFR) 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 50.32 / share. Previously, on September 6, 2024, the share price was 50.30 / share. This represents an increase of 0.04% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Team Financial Group, LLC | 488,819 | 14.93 | 24,592 | 14.88 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 10,129 | 510 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 11,990 | 137.90 | 603 | 138.34 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 256 | 13 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27,251 | -3.90 | 1,371 | -3.93 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 377,362 | 18,985 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,594 | -0.20 | 734 | -0.14 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 20 | 0.00 | 0 | |||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 65,681 | -51.28 | 3,304 | -51.30 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 171,499 | -24.70 | 8,628 | -24.73 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 4,074 | 205 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 233,236 | 5.10 | 11,734 | 5.06 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 4,657 | 234 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 41,417 | -43.98 | 2,085 | -43.99 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 4,040 | 0.00 | 203 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 83,064 | -31.90 | 4,179 | -31.92 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 52,148 | 0.80 | 2,624 | 0.77 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8,940 | 5.20 | 450 | 5.15 | ||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,371 | 270 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 43,624 | 65.72 | 2,195 | 65.71 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 45,712 | -3.55 | 2,300 | -3.61 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 34,390 | 1,730 | ||||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11,632 | 25.17 | 585 | 25.27 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 1,620,823 | 0.65 | 81,544 | 0.61 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8,816 | -22.48 | 444 | -22.55 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17,655 | 41.59 | 888 | 41.63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 223,866 | 19.56 | 11,263 | 19.52 | ||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 1,211,245 | 30.64 | 60,986 | 30.69 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 7,941 | 0.00 | 400 | 0.00 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 373,482 | 35.92 | 18,790 | 35.87 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 5,375 | 270 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2,911 | 0.48 | 146 | 0.69 | ||||
| 2025-04-03 | 13F | Versant Capital Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 70,336 | 16.21 | 3,539 | 16.15 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 274,798 | 4.90 | 13,825 | 4.86 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 32,096 | -7.60 | 1,615 | -7.67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,176,529 | 8.82 | 109,501 | 8.78 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 7 | 0.00 | ||||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 56,055 | -4.68 | 2,820 | -4.70 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 866,380 | 15.32 | 43,588 | 15.27 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 22,782 | -20.95 | 1,146 | -20.97 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 2,264 | -46.95 | 114 | -47.20 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 33,503 | -13.36 | 1,686 | -13.41 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 10,163 | -82.12 | 511 | -82.13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 40,801 | 135.79 | 2,053 | 135.86 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 14,409 | 0.00 | 725 | -0.14 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 200 | 10 | ||||||
| 2025-07-30 | NP | CEW - WisdomTree Emerging Currency Strategy Fund N/A | 8,000 | 33.33 | 403 | 33.11 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 133 | 7 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1,170,660 | 3.65 | 58,896 | 3.61 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 8,415 | 0.00 | 423 | 0.00 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 55 | 3.77 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 98,163 | 443.66 | 4,944 | 444.49 | ||||
| 2025-07-24 | 13F | Eastern Bank | 5,230 | 210.39 | 263 | 213.10 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5,569 | 280 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 297,986 | -21.50 | 14,989 | -21.55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-03-24 | NP | EATV - VegTech Plant-based Innovation & Climate ETF | 1,173 | -15.00 | 59 | -14.49 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 717,475 | -52.70 | 36,096 | -52.72 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4,095 | 206 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 206,227 | 4.59 | 10,375 | 4.54 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 187,937 | 55.94 | 9,455 | 55.92 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 24,629 | -16.37 | 1,239 | -16.40 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 25,201 | -57.66 | 1 | -50.00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 19,119 | -62.75 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1,489,055 | 38.25 | 74,914 | 38.20 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 45,948 | 3.05 | 2,312 | 2.99 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 16,137 | 50.86 | 812 | 50.74 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 166,016 | 8,352 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 11,057 | 79.32 | 556 | 79.35 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 8,900 | 0.00 | 448 | -0.22 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 217,072 | 22.99 | 10,921 | 22.95 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32,071 | -77.41 | 1,613 | -77.42 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6,592 | -14.30 | 332 | -14.47 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,008,963 | -0.77 | 50,761 | -0.81 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 20,818 | -60.23 | 1,047 | -60.25 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 52,484 | 1,019.54 | 2,640 | 1,023.40 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8 | -80.00 | 0 | -100.00 | ||||
| 2025-04-25 | 13F | Essex LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 11,896 | -36.79 | 599 | -36.85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20,274,928 | -2.69 | 1,020,032 | -2.73 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 10,101 | -0.27 | 508 | -0.20 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 156,178 | -17.94 | 7,857 | -17.98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 260,520 | -6.21 | 13,107 | -6.25 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 22,976 | -87.64 | 1,156 | -87.65 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 39,001 | 2.65 | 1,962 | 2.62 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 14,234 | 716 | ||||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 329,928 | 4.42 | 16,599 | 4.38 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 83,808 | 64.16 | 4,216 | 64.11 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 420,794 | 0.29 | 21,170 | 0.23 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14,683 | -5.99 | 739 | -6.11 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 8,340 | 67.60 | 420 | 67.60 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 115,101 | -0.19 | 5,791 | -0.22 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 49,707 | 1.34 | 2,501 | 1.30 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 66,288 | -1.46 | 3,335 | -1.51 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 150,211 | 276.94 | 7,557 | 276.91 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 45,545 | 67.63 | 2,291 | 67.59 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 205,276 | 322.54 | 10,327 | 322.37 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 27,771 | 4.45 | 1 | 0.00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1,640 | 1.05 | 83 | 1.23 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 22,842 | -7.69 | 1,149 | -7.71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15,828,199 | 1.25 | 796,317 | 1.21 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,300 | -1.81 | 65 | -1.52 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 45,413 | 3.14 | 2,285 | 3.07 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6,870 | -5.37 | 346 | -5.48 | ||||
| 2025-06-03 | 13F | CWM Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3,266 | 164 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 127,355 | -8.07 | 6,407 | -8.10 | ||||
| 2025-04-10 | 13F | Trinity Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,526 | 135.36 | 228 | 136.46 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5,882 | -0.03 | 296 | -0.34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,305,866 | 13.16 | 66 | 12.07 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 74,205 | -5.25 | 3,733 | -5.28 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 318 | 0.00 | 16 | -6.25 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 131 | 0.77 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 85,967 | -18.08 | 4,325 | -18.10 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Uniplan Investment Counsel, Inc. | 616,069 | 55.59 | 30,994 | 55.52 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 1,180,302 | -7.57 | 59,381 | -7.61 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 781 | -64.61 | 39 | -64.86 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 998 | 6.74 | 50 | 6.38 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 83,720 | -0.05 | 4,212 | -0.09 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1,088,632 | 8.72 | 54,769 | 8.68 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 497 | 0.00 | 25 | 0.00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 708,479 | -8.59 | 35,644 | -8.62 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 53,998 | 6.54 | 2,717 | 135,700.00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | WTSIX - WisdomTree Short-Duration Income Digital Fund N/A | 3,031 | -0.20 | 152 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 52,931 | -3.28 | 2,663 | -3.34 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 810,809 | -18.51 | 40,792 | -18.54 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 28,743 | 0.70 | 1,446 | 0.70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 749,385 | 12.04 | 38 | 12.12 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 55,273 | -20.28 | 2,781 | -20.32 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 325,653 | -46.73 | 16 | -46.67 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 1,494,721 | 7.73 | 75,199 | 7.69 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 85,868 | -18.19 | 4 | -20.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 37 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 263,542 | 3.09 | 13,259 | 3.05 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4,763 | 1.08 | 240 | 0.84 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 229 | 257.81 | 12 | 266.67 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 47,110 | 1.94 | 2,370 | 1.89 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 146,684 | 25.02 | 7,380 | 24.81 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 145,815 | -1.79 | 7,336 | -1.83 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 5,865 | 0.00 | 295 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,909 | -12.59 | 348 | -12.59 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,976 | 2.94 | 250 | 2.88 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 106,829 | -6.55 | 5,375 | -6.59 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9,862 | -6.02 | 496 | -6.06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 222,283 | 12.23 | 11 | 22.22 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 4,974,575 | -11.14 | 250,271 | -11.18 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 69,873 | 13.22 | 3,517 | 13.24 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 19,043 | 0.30 | 958 | 0.31 | ||||
| 2025-07-30 | NP | WTPI - WisdomTree CBOE S&P 500 PutWrite Strategy Fund N/A | 199,685 | -4.45 | 10,048 | -4.52 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 188,787 | 9,498 | ||||||
| 2025-07-17 | 13F | Sfm, Llc | 248,679 | 28.65 | 12,511 | 28.61 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 293,335 | -30.24 | 14,758 | -30.27 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 309,244 | -5.25 | 15,580 | -5.12 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 24,028 | 32.25 | 1,209 | 32.17 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 11,852 | 596 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12,018 | 605 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 12,009 | 1.09 | 604 | 1.17 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 28,921 | -3.29 | 1,456 | -3.26 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 31,773 | 13.43 | 1,598 | 13.41 | ||||
| 2025-05-13 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 214 | 12.04 | 0 | |||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 221,655 | -35.77 | 11,156 | -35.77 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | WealthTrust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 199,678 | -57.49 | 10,046 | -57.51 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,802 | -0.16 | 191 | 0.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14,494 | -1.60 | 1 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 18,829 | 947 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17,193 | -8.25 | 865 | -8.38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 322 | 16 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 110,839 | -4.36 | 5,576 | -4.39 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 125 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 48,726 | 0.97 | 2,451 | 0.95 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,911 | 230.80 | 146 | 231.82 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 508,939 | 14.79 | 25,604 | 14.73 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 382 | -92.47 | 19 | -92.55 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17,848 | 0.48 | 898 | 0.34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 331,742 | 23.69 | 16,687 | 23.65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 288,183 | -43.41 | 14,498 | -43.44 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 29 | 1 | ||||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 18,000 | 0.00 | 906 | 0.00 | ||||
| 2025-07-29 | NP | DYTA - SGI Dynamic Tactical ETF | 56,162 | 5.24 | 2,826 | 5.17 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 372,394 | 27.80 | 18,735 | 27.75 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 24,064 | -58.11 | 1 | -50.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21,799 | -0.11 | 1,097 | -0.18 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 13,866 | -26.96 | 698 | 6.74 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,646 | 4.81 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 20,611 | -48.76 | 1,037 | -48.81 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 103,796 | -21.13 | 5,222 | -21.17 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 667 | 0.00 | 34 | 0.00 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 17,919 | 902 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 605,651 | -4.21 | 30,470 | -4.24 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 22,918 | -14.80 | 1,153 | -14.78 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 4,662 | 0.00 | 234 | 0.00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 6,036 | -66.64 | 304 | -66.70 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 58,375 | 9.65 | 2,937 | 9.59 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Stapp Wealth Management, Pllc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 30,173 | 10.79 | 1,518 | 10.73 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14 | 0.00 | 1 | |||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,670 | -5.75 | 889 | -5.93 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,697 | 0.00 | 85 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 137,195 | -38.01 | 6,902 | -38.04 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 618,653 | -14.60 | 31,124 | -14.64 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 64,381 | -5.35 | 3,239 | -5.38 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 245,115 | -18.45 | 12,332 | -18.48 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 76,997 | -0.06 | 3,874 | -0.31 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 44,121 | -15.42 | 2,220 | -15.47 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 90,958 | 13.86 | 5 | 0.00 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 100,118 | -33.80 | 5,037 | -33.83 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 179,572 | 15.77 | 9,034 | 15.73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8,248,759 | 24.63 | 414,995 | 24.58 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 915,074 | -10.60 | 46,037 | -10.64 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 13,364 | 0.14 | 672 | 0.15 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 14,204 | -30.86 | 715 | -30.88 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 18,738,180 | -0.17 | 942,718 | -0.21 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 42,643 | -0.64 | 2,145 | -0.65 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 19,284 | -19.26 | 970 | -19.30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 287,828 | -6.13 | 14,481 | -6.16 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 113,748 | -25.42 | 5,723 | -25.46 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 755 | 38 | ||||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 263,419 | 19.85 | 13,253 | 19.80 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 414,813 | 12.81 | 20,869 | 12.77 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 40,937 | 2,060 | ||||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 286,331 | 45.29 | 14,405 | 45.23 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 5,015 | 0.00 | 252 | 0.00 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 342,559 | -41.14 | 17,234 | -41.16 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 161,958 | 101.18 | 8,148 | 101.14 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Haven Private, LLC | 261,883 | 228.48 | 13,175 | 228.39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,739,184 | -2.65 | 87,498 | -2.72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,582,438 | 4.68 | 230,527 | 4.84 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 51,227 | -43.91 | 2,577 | -43.94 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 697,312 | -17.62 | 35,082 | -17.65 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 161,368 | -50.37 | 8 | -50.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 42,472 | -3.33 | 2,137 | -3.39 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 28,010 | 1 | ||||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 8,792 | 3.63 | 442 | 3.51 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 12,271 | 617 | ||||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 139,787 | 9.66 | 7,033 | 9.62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 12,633 | 194.13 | 636 | 193.98 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 39,445 | 206.23 | 1,984 | 206.17 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 150,680 | 7,581 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,808 | 242 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 46,440 | -62.55 | 2,336 | -62.57 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 463,131 | 62.98 | 23,300 | 62.91 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 6,250 | 0.00 | 314 | 0.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22,253 | 12.22 | 1,120 | 12.12 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 192,210 | -5.25 | 9,670 | -5.29 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 51,784 | 41.53 | 2,605 | 41.50 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 118,548 | -41.81 | 5,964 | -41.83 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4,055 | 204 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38,423 | 22.04 | 1,933 | 22.03 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 194,357 | 10.90 | 9,778 | 10.86 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 19,542 | -3.23 | 983 | -3.25 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 214,618 | 31.50 | 10,797 | 31.45 | ||||
| 2025-07-30 | NP | USDU - WisdomTree Bloomberg U.S. Dollar Bullish Fund N/A | 143,500 | -52.40 | 7,221 | -52.45 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 325,577 | 15.99 | 16,380 | 15.97 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,074,280 | 16.01 | 54,047 | 15.96 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 24,752 | 140.97 | 1 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 246 | -44.84 | 12 | -45.45 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 19,166 | 14.26 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6,377,662 | 0.21 | 320,860 | 0.17 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 38,623 | -4.93 | 1,943 | -4.94 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 4,000 | 201 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 153 | 0.00 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 8,560 | -12.35 | 431 | -12.42 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 9,045 | 0.00 | 456 | 0.22 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 154,429 | 47.06 | 7,769 | 47.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 271,377 | -0.68 | 13,653 | -0.73 | ||||
| 2025-08-14 | 13F | Bank of Marin | 22,459 | 1,130 | ||||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 10,569 | 9.92 | 532 | 9.94 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 570,886 | 13.11 | 28,721 | 13.06 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 596,792 | -14.08 | 30,025 | -14.12 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 195,521 | 1.13 | 9,864 | 1.38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 394,149 | 19,830 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 6,052 | 0.00 | 305 | 0.00 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 499,748 | 51.25 | 25,142 | 51.19 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 22,320 | 2,876.00 | 1,123 | 2,932.43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 17,989 | -50.87 | 905 | -50.87 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 64,963 | 147.05 | 3,270 | 147.09 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11,332 | -2.03 | 570 | -2.06 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 8,890 | 447 | ||||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 22,000 | -6.38 | 1,106 | -6.51 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 7,462 | -9.63 | 375 | -9.64 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 19,875 | 1,002 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 85,253 | -14.83 | 4,289 | -14.87 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 5,474,972 | -5.06 | 275,446 | -5.10 | ||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 82,834 | -23.85 | 4,166 | -23.97 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 300 | 0.00 | 15 | 0.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 252,879 | 35.56 | 12,722 | 35.51 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 414,856 | 20,871 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 25,146 | 4.00 | 1,265 | 4.03 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 119 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 30,424 | -24.40 | 1,531 | -24.44 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 175,454 | 473.25 | 8,827 | 473.18 | ||||
| 2025-08-07 | 13F | PFG Advisors | 70,685 | -51.94 | 3,556 | -51.96 | ||||
| 2025-05-13 | 13F | Camden Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 138,054 | -0.57 | 6,946 | -0.62 | ||||
| 2025-07-30 | NP | GCC - WisdomTree Enhanced Commodity Strategy Fund N/A | 107,807 | -12.90 | 5,425 | -12.98 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13,127 | 32.24 | 660 | 32.26 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,015 | 1.40 | 51 | 2.00 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 167,470 | 38.94 | 8,429 | 38.96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 267,364 | 2.16 | 13,451 | 2.12 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 30,622 | -2.75 | 1,541 | -2.78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,060,957 | 13.71 | 103,689 | 13.67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 92,388 | -2.48 | 4,648 | -2.52 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 16,166 | -50.45 | 813 | -50.49 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 7,500 | 377 | ||||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 26,643 | -1.24 | 1 | 0.00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 11,242 | 0.00 | 566 | 0.00 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5,063 | 11.47 | 255 | 11.40 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 18,922 | -9.88 | 952 | -9.85 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 418,448 | -3.33 | 21,052 | -3.36 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,300,097 | -14.20 | 65,408 | -14.24 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 214,620 | 7.79 | 10,798 | 7.74 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 4,960 | -0.70 | 250 | -0.80 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 14,791 | 1.61 | 744 | 1.64 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 4,667 | 235 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 5,130 | 258 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 35,084 | 0.91 | 1,765 | 0.86 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,959 | -20.44 | 300 | -20.48 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 7,418 | -67.17 | 373 | -67.19 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17,688 | 11.46 | 890 | 11.40 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 6,367 | 8.97 | 320 | 8.84 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 257,177 | 2.18 | 12,939 | 2.14 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,173 | -99.87 | 59 | -99.87 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 7,381 | 0.00 | 371 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 833,043 | -2.56 | 41,910 | -2.60 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27,564 | -2.30 | 1,387 | -2.33 | ||||
| 2025-08-12 | 13F | Main Management LLC | 3,043 | -9.33 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 32,917 | 1.08 | 1,656 | 1.10 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 494,472 | 4.14 | 24,887 | 4.16 | ||||
| 2025-04-29 | 13F | CoreFirst Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 7,477,626 | 5,028.76 | 149 | -97.98 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 27,893 | -82.56 | 1,403 | -82.57 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 5,267 | 0.00 | 265 | -0.38 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 | 0 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 6,000 | 0.00 | 302 | 0.00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,697 | 58.10 | 438 | 58.33 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 275,437 | 88.31 | 13,857 | 88.12 | ||||
| 2025-07-30 | NP | WTMF - WisdomTree Managed Futures Strategy Fund N/A | 136,563 | -5.27 | 6,872 | -5.35 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 95 | -61.38 | 5 | -66.67 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15,002 | -34.49 | 755 | -34.55 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 27,874 | 1,402 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 4,976 | -23.90 | 250 | -24.01 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 13,083 | -0.42 | 658 | -0.45 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 19,952 | 13.49 | 1,004 | 13.46 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 49,566 | 2.51 | 2,494 | 2.47 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 13,664 | 3.27 | 687 | 3.31 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 134 | -8.22 | 7 | -14.29 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 57 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 144,599 | -14.61 | 7,275 | -14.64 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 65,280 | -31.15 | 3,284 | -31.18 | ||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | ADAR1 Capital Management, LLC | 10,000 | 0.00 | 503 | 0.00 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 15,505 | 0.00 | 780 | 0.00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1,439,759 | 1.80 | 72,434 | 1.76 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,615,438 | 12.27 | 131,583 | 12.22 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 6,024 | 303 | ||||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 400,136 | -2.76 | 20,131 | -2.80 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 43,800 | 14.11 | 2,204 | 14.09 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,560 | -75.40 | 380 | -75.42 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4,608 | 232 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 338,567 | -13.13 | 17,030 | -13.18 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 600,907 | 6.45 | 30,232 | 6.41 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 14,370 | -8.90 | 723 | -8.95 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 81,172 | -39.69 | 4,084 | -39.72 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,889 | -59.59 | 145 | -59.61 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 15,240 | -2.79 | 767 | -2.79 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 672 | -0.74 | 34 | -2.94 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 684,648 | 3.59 | 34 | 3.03 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 2,036,000 | 4.90 | 14,428 | 49.63 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 249,153 | 0.94 | 12,535 | 0.90 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 670,826 | -10.74 | 33,749 | -10.78 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 14,234 | 244.98 | 716 | 245.89 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 67,660 | 2.70 | 3,404 | 2.65 | ||||
| 2025-08-05 | 13F | Garrison Bradford & Associates Inc | 23,700 | -11.73 | 1,192 | -11.77 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 90,990 | 5 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 955,512 | 26.08 | 48,072 | 26.03 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,056 | -54.07 | 53 | -53.91 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15,651 | 787 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 9,257 | 0.29 | 466 | 0.22 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 5,000 | 0.00 | 252 | 0.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 28 | -36.36 | 1 | -50.00 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 140,709 | 14.60 | 7,079 | 14.57 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 265,204 | 22.02 | 13,342 | 21.97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 129,623 | -12.67 | 6,521 | -12.70 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 138,356 | 10.29 | 6,961 | 10.25 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 25,365 | -63.84 | 1,276 | -63.85 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 199,947 | -41.88 | 10,059 | -41.90 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 658,721 | 25.29 | 33,140 | 25.24 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 336 | 0.00 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 34,745 | -8.79 | 1,748 | -8.82 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 6,000 | 302 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 58,828 | -0.61 | 2,960 | -0.64 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7,288 | 2.17 | 367 | 1.95 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 18,293 | -1.44 | 920 | -1.50 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 99 | 5 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1,842 | 93 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 6,427 | 8.02 | 323 | 8.03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 199,218 | 10,023 | ||||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 4,649 | -1.17 | 234 | -0.85 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 10,531 | -19.14 | 530 | -19.24 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 84,950 | 29.62 | 4,274 | 29.56 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 253,909 | 130.24 | 12,774 | 130.16 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 5,658 | -26.00 | 285 | -26.04 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 77,150 | -27.18 | 3,881 | -27.21 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 200,410 | -7.83 | 10,083 | -7.87 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 18,231 | 91.80 | 917 | 91.84 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 110,105 | -1.34 | 5,539 | -1.37 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 62,358 | -0.70 | 3,137 | -0.73 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 83,378 | 2.34 | 4,195 | 2.29 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22,399 | 0.16 | 1,127 | 0.09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 11 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,451 | 3.09 | 375 | 3.03 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28,438 | -44.31 | 1,431 | -44.34 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 168,677 | -66.84 | 8,486 | -66.85 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 295,888 | 90.18 | 14,883 | 89.88 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 93,775 | -21.45 | 4,718 | -21.49 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,074 | 1.34 | 255 | 1.59 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 150,212 | 5.67 | 7,528 | 5.23 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 43,218 | -1.43 | 2,174 | -1.45 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 651,001 | 58.06 | 32,752 | 58.00 | ||||
| 2025-05-13 | 13F | American Money Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 7,895 | 0.00 | 397 | 0.00 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 550,875 | -40.46 | 27,715 | -40.49 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 60,755 | -56.44 | 3,057 | -56.47 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 15,587,844 | 21.83 | 784,224 | 21.79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 44 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 88,238 | -1.48 | 4,441 | -1.46 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 213,068 | -1.78 | 10,719 | -1.81 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 731,499 | 260.98 | 36,802 | 260.83 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 38,026 | -0.41 | 1,913 | -0.42 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 595 | 0.00 | 30 | 0.00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 170,168 | -30.55 | 8,561 | -30.56 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 109,247 | -44.18 | 5,496 | -44.20 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 18,510 | -36.27 | 931 | -36.28 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 69,659 | -5.18 | 3,505 | -5.22 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 88,002 | 13.91 | 4,427 | 13.86 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 27,048 | -48.71 | 1,361 | -48.76 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 505,756 | 6.81 | 25,445 | 6.77 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 42,866 | 8.09 | 2,157 | 8.02 | ||||
| 2025-04-29 | 13F | Richard Bernstein Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 38,794 | -3.06 | 1,952 | -3.13 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 33,881 | 50.90 | 1,705 | 50.80 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Melfa Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 31,655 | 85.59 | 1,593 | 85.55 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 257,570 | -4.83 | 12,958 | -4.91 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 72,444 | -1.39 | 3,645 | -1.43 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 221 | 0.00 | 11 | 0.00 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 6,720 | -62.07 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 218,166 | 0.65 | 10,976 | 0.61 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 21,312 | 15.96 | 1,072 | 15.89 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 89,631 | 6.00 | 4,509 | 5.97 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 149,676 | 5.60 | 7,530 | 5.62 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15,044 | 55.22 | 1 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 34,779 | -20.63 | 1,750 | -20.68 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 9,932 | -6.65 | 500 | -6.73 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 104,069 | 5.32 | 5,236 | 5.27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6,502 | 16.82 | 327 | 16.79 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 238,750 | -12.78 | 12,012 | -12.82 | ||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 14,922 | 10.85 | 751 | 10.78 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 282 | 0.00 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3,580 | 0.00 | 180 | 0.00 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 83,960 | 2.03 | 4,224 | 2.00 | ||||
| 2025-08-19 | 13F | Cim, Llc | 85,876 | 1.65 | 4,320 | 1.60 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 31,536 | -80.46 | 1,587 | -80.47 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 444,514 | -10.94 | 22,364 | -10.98 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 188,015 | 21.57 | 9,459 | 21.52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,410,966 | 2.07 | 171,604 | 2.02 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 9,900 | 0.00 | 498 | 0.00 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 6,430 | -25.48 | 323 | -25.58 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 11,732 | 59.49 | 590 | 59.46 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 11,340 | 0.16 | 571 | 0.18 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 440 | 1.15 | 22 | 4.76 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,732 | 0.00 | 87 | 0.00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 15,440 | 22.46 | 777 | 22.40 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 50,860 | -16.79 | 2,559 | -16.81 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24,947 | 10.12 | 1,255 | 10.09 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 18,838 | 53.04 | 948 | 52.99 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 32,822 | 137.32 | 1,651 | 137.21 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 220,859 | -10.22 | 11,111 | -10.25 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 799,787 | 2.44 | 40,253 | 2.44 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 57,038 | -3.17 | 2,870 | -3.21 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 75,937 | 8.68 | 3,820 | 8.65 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,198 | 0.00 | 60 | 0.00 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 19,509 | -11.47 | 981 | -11.54 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 182,406 | -10.08 | 9,181 | -10.08 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 63,996 | 37.77 | 3,220 | 37.74 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 695 | 0.00 | 35 | 0.00 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 22,741 | 10.96 | 1,144 | 10.86 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 131,797 | -11.41 | 6,631 | -11.46 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,418,540 | 12.23 | 71 | 12.70 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 866,224 | -10.56 | 43,580 | -10.60 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 19,267 | 1 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 24,651 | 131.33 | 1,240 | 131.34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,253 | 0.00 | 63 | 0.00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 11 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 205,741 | 19.81 | 10,351 | 19.76 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 43,132 | -70.10 | 2,170 | -70.13 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,583 | 80 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 36,094 | 151.81 | 1,816 | 151.73 | ||||
| 2025-04-21 | 13F | HCR Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 19,514 | -13.47 | 982 | -13.49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70,876 | 3,566 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 672,397 | -12.47 | 33,828 | -12.51 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 616,360 | -41.84 | 31,009 | -41.86 | ||||
| 2025-04-21 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 20,000 | 1,007 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 27,131 | -6.91 | 1,365 | -6.96 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 44,094 | 324.84 | 2,218 | 324.90 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6,963,911 | 11.01 | 350,354 | 10.96 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9,308 | 8.80 | 468 | 8.84 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 615,691 | -3.01 | 30,975 | -3.05 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 59 | 3 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 4,937 | -17.55 | 248 | -17.61 | ||||
| 2025-04-28 | NP | RISN - Inspire Tactical Balanced ESG ETF | 484,641 | 35.51 | 24,407 | 35.68 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 152,406 | 27.65 | 7,668 | 27.59 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4,607 | 0.41 | 232 | 0.43 | ||||
| 2025-07-16 | 13F | Novem Group | 359,843 | 85.38 | 18,104 | 85.31 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 10,190 | -22.11 | 513 | -22.19 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 478,865 | -6.51 | 24,092 | -6.54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 17,112 | 4.13 | 861 | 3.99 | ||||
| 2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,389 | 0.00 | 372 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 210,150 | -44.74 | 10,573 | -44.77 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 22,700 | 20.11 | 1,142 | 20.08 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 28,251 | 13.24 | 1,421 | 13.23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,356,350 | 61.63 | 68,238 | 61.57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 931,709 | 42.55 | 46,874 | 42.49 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 149,754 | 50.56 | 8 | 40.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 22,954 | -3.73 | 1,155 | -3.83 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 45,649 | 132.22 | 2,297 | 132.15 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 24,149 | -13.26 | 1,215 | -13.35 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 94,945 | 18.91 | 4,777 | 18.87 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 12,318 | 2.29 | 620 | 1.98 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 59,660 | -4.08 | 3,001 | -4.12 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 35,125 | -60.11 | 1,767 | -60.12 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 36,155 | -42.86 | 1,819 | -42.90 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 311,914 | -3.92 | 15,692 | -3.96 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 21,220 | -9.62 | 1,068 | -9.65 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 33,761 | 7.97 | 1,699 | 7.95 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 23,540 | 0.00 | 1,184 | 0.00 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 12,899 | 0.00 | 649 | -0.15 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 60,867 | 3,062 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 86,587 | 13.23 | 4,356 | 13.20 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 1,051,232 | -15.72 | 52,887 | -15.75 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 321,802 | -13.73 | 16,190 | -13.81 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8,252 | 6.95 | 415 | 6.96 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 8,562 | 16.82 | 431 | 16.85 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 26,465 | -64.66 | 1,332 | -64.68 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 32,222 | 3.04 | 1,621 | 3.05 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 111,926 | 68.88 | 5,631 | 68.82 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 282,984 | 14.18 | 14,237 | 14.13 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | G&S Capital LLC | 6,796 | -51.73 | 342 | -51.84 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 16,327 | 821 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 483,270 | -28.58 | 24,313 | -28.61 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 224,281 | -1.65 | 11,284 | -1.69 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 26,897 | -4.23 | 1,353 | -4.25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,857,092 | -21.22 | 93,430 | -21.25 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9,892 | 12.01 | 498 | 11.94 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 76,284 | 39.68 | 3,838 | 39.63 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 714,063 | 1.96 | 35,924 | 1.92 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 87,911 | -24.77 | 4,423 | -24.81 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6,456 | 34.67 | 325 | 34.44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5,931 | 298 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 112,643 | 0.86 | 5,667 | 0.84 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 130,313 | 0.16 | 6,556 | 0.12 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3,108 | -0.22 | 156 | 0.00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 7,213 | -47.09 | 363 | -47.23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,588,826 | 1.05 | 79,934 | 1.01 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 533,436 | 136.21 | 26,837 | 136.12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,363,322 | 8.29 | 169,209 | 8.24 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12,832 | -1.96 | 646 | -1.98 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 620,611 | -2.09 | 31,223 | -2.13 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20,713 | 115.00 | 1,046 | 115.91 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,567,119 | -8.04 | 78,842 | -8.07 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 29,912 | 11.77 | 1,505 | 11.74 | ||||
| 2025-08-12 | 13F | Prudential Plc | 4,000 | 0.00 | 201 | 0.00 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 7,459 | -10.06 | 375 | -10.07 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 191,366 | 9.35 | 9,628 | 9.31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 387,410 | 239.32 | 19,491 | 239.19 | ||||
| 2025-07-09 | 13F | Leibman Financial Services, Inc. | 195,937 | -32.70 | 9,858 | -32.74 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 21,825 | 294.17 | 1,098 | 294.96 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 40,624 | -3.30 | 2,044 | -3.36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 51,592 | -33.12 | 2,596 | -33.15 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 415,331 | 4,053.31 | 20,895 | 4,054.08 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 117,671 | -2.78 | 5,920 | -2.81 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 426,950 | -17.23 | 21,480 | -17.26 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 200 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 53,539 | -67.41 | 2,694 | -67.43 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1,876 | 4.40 | 94 | 4.44 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 673,231 | -1.65 | 33,870 | -1.69 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 315,626 | -8.08 | 15,879 | -8.11 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 6,528 | 8.60 | 328 | 8.61 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 57,038 | -3.17 | 2,870 | -3.21 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 22,337,497 | -18.32 | 1,123,799 | -18.35 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 44,206 | -13.59 | 2,224 | -13.60 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 263,929 | 0.44 | 13,278 | 0.40 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 111,080 | -11.54 | 5,591 | -11.54 | ||||
| 2025-05-14 | 13F | Triad Wealth Partners, LLC | 0 | -100.00 | 0 |
