Mga Batayang Estadistika
| Pemilik Institusional | 1354 total, 1350 long only, 1 short only, 3 long/short - change of 0.07% MRQ |
| Alokasi Portofolio Rata-rata | 0.7500 % - change of -3.77% MRQ |
| Saham Institusional (Jangka Panjang) | 191,189,670 (ex 13D/G) - change of -8.72MM shares -4.36% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 17,216,120 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares MSCI USA Min Vol Factor ETF (US:USMV) memiliki 1354 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 191,189,670 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Raymond James Financial Inc, Morgan Stanley, Fmr Llc, Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, Pnc Financial Services Group, Inc., Envestnet Asset Management Inc, BlackRock, Inc., and Wells Fargo & Company/mn .
Struktur kepemilikan institusional iShares Trust - iShares MSCI USA Min Vol Factor ETF (BATS:USMV) 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 93.99 / share. Previously, on September 6, 2024, the share price was 89.32 / share. This represents an increase of 5.23% 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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Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Grove Bank & Trust | 4,053 | 0.00 | 380 | 0.26 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 2,564 | -0.19 | 241 | 0.00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 92,492 | 9.79 | 8,586 | 10.96 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 6,244 | 4.07 | 586 | 4.46 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 87,984 | 1.82 | 8,259 | 2.05 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 3,253 | -19.66 | 305 | -19.53 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 11,458 | -1.24 | 1,076 | -1.01 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 6,318 | -46.28 | 593 | -46.14 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,047 | 380 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 54,620 | 0.00 | 5,127 | 0.23 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 5,262 | -3.29 | 494 | -3.14 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 133,665 | 8.83 | 12,547 | 9.08 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 30,325 | -0.81 | 2,847 | -0.59 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4,111 | 0.27 | 386 | 0.52 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 22,460 | 0.00 | 2,108 | 0.24 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 217,893 | 0.72 | 20,454 | 0.94 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 43,897 | -63.17 | 4,121 | -61.07 | ||||
| 2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 3,302 | 0.06 | 310 | 0.00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 6,011 | 564 | ||||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 36,218 | -6.00 | 3,400 | -5.79 | ||||
| 2025-07-18 | 13F | Vicus Capital | 46,495 | 4,365 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 7,915 | -19.18 | 743 | -19.08 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 24,624 | 0.34 | 2,311 | 0.57 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 68,268 | -0.50 | 6,408 | -0.26 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 10,637 | -77.89 | 998 | 14.47 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3,520 | 0.00 | 330 | 0.30 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 6,934 | 0.17 | 651 | 0.31 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 23,930 | -56.27 | 2,246 | -56.18 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 180,124 | 16,908 | ||||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 14,099 | 4,647.14 | 1,323 | 4,800.00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 21,084 | 3.02 | 1,979 | 3.29 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 3,974 | 0.00 | 373 | 0.27 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 8,579 | 0.00 | 805 | 0.25 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 66,425 | 7.65 | 6,235 | 7.89 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2,320 | -39.11 | 0 | |||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 3,927 | 348 | ||||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 6,695 | 0.15 | 628 | 0.32 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 136,903 | 6.85 | 12,851 | 7.09 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 5,100 | 17.27 | 478 | 24.22 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 2,347 | 220 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 26,472 | -38.96 | 2,485 | -38.83 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 48,449 | 1,107.00 | 4,548 | 1,177.25 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,202,341 | 0.77 | 207 | 0.98 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 3,146 | -8.60 | 295 | -8.39 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 628 | 59 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 2,463 | 0.37 | 231 | 0.87 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 203,668 | 4.36 | 19,118 | 4.60 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 3,562,314 | -5.14 | 334,394 | -4.93 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 33,281 | -1.21 | 3,124 | -0.98 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 2,864 | 0.00 | 269 | 0.00 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3,574 | -4.77 | 335 | -4.56 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 10,025 | 0.00 | 941 | 0.32 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 11,344 | 0.00 | 1,065 | 0.19 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 10,782 | -0.43 | 1,012 | -0.20 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 172,072 | -5.99 | 16,152 | -5.78 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 4,418 | -0.34 | 415 | -0.24 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 1,488 | 0.00 | 140 | 0.00 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 5,712 | 0.35 | 536 | 0.56 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 48,745 | -8.42 | 4,576 | -8.22 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 14,591 | 3.28 | 1,370 | 3.48 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 132,198 | -3.30 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 3,976 | -43.98 | 372 | -43.03 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 5,000 | 0.00 | 469 | 0.21 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 132 | 12 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6,477 | 16.47 | 608 | 16.92 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 340 | 0.00 | 32 | 0.00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 2,184 | 0.00 | 205 | 0.49 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2,241 | 0.00 | 208 | 0.97 | ||||
| 2025-04-21 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,158 | -1.78 | 109 | -1.82 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 28,894 | -7.70 | 2,712 | -7.47 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 76,993 | -4.21 | 7,227 | -3.99 | ||||
| 2025-08-01 | 13F | First National Trust Co | 2,898 | 0.00 | 272 | 0.37 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18,543 | 64.86 | 1,741 | 65.24 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 3,163 | 0.00 | 297 | 0.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 475,892 | 20.99 | 45 | 22.22 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 50,877 | -0.86 | 4,776 | -0.65 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 203 | 0.00 | 19 | 0.00 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 2,304 | -98.17 | 216 | -98.17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 80,682 | -1.70 | 7,575 | -1.47 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 3,562,314 | -5.14 | 334,394 | -4.93 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 9,715 | 0.09 | 912 | 0.22 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 5,079 | -33.46 | 477 | -33.33 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 5,982 | 0.00 | 562 | 0.18 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12,118 | 71.74 | 1,134 | 78.43 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 253,542 | -1.38 | 23,800 | -1.16 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 3,051 | 0.00 | 286 | 0.35 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 53,079 | -2.71 | 4,983 | -2.49 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 98,004 | -5.78 | 9,200 | -5.57 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 12,790 | -5.34 | 1,201 | -2.52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5,100 | 131.82 | 479 | 132.04 | |||
| 2025-05-12 | 13F | Sandy Spring Bank | 895 | 32.59 | 84 | 40.68 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 20,500 | -24.35 | 1,924 | -24.19 | |||
| 2025-07-18 | 13F | Ewa, Llc | 12,658 | -10.80 | 1,188 | -10.61 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 8,288 | -1.07 | 778 | -0.89 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14,004 | 0.36 | 1,315 | 0.61 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 2,247 | 0.00 | 211 | 0.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 680 | 0.00 | 64 | 0.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 736 | -6.95 | 69 | -6.76 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1,069 | 0.00 | 100 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 37,859 | -2.11 | 3,554 | -1.91 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3,529 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 274 | 0.00 | 26 | 0.00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 628 | 0.32 | 59 | 0.00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 57,650 | -0.12 | 5,412 | 0.09 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 40,614 | 3,812 | ||||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 38,980 | -1.61 | 4 | 0.00 | ||||
| 2025-05-14 | 13F | Islay Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 21,787 | 3.37 | 2,045 | 3.60 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 15,087 | 1,416 | ||||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 38,914 | -0.61 | 3,645 | 4.83 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 2,922 | -0.27 | 274 | 0.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 30,850 | 0.60 | 2,896 | 0.80 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 128,541 | -4.91 | 12,066 | -4.69 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12,658 | 7.10 | 1,188 | 7.41 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 2,966 | 0.00 | 278 | 0.36 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 101,023 | -3.44 | 9,483 | -3.21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 658,501 | 13.91 | 62 | 12.96 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 10,355 | 0.00 | 972 | 0.31 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,390 | -1.17 | 318 | -0.93 | ||||
| 2025-08-12 | 13F | Camden National Bank | 55,592 | 0.13 | 5,218 | 0.35 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5,099 | 0.20 | 479 | 0.42 | ||||
| 2025-05-12 | 13F | First American Trust, Fsb | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 12,847 | 0.00 | 1,206 | 0.17 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 38,420 | -1.34 | 3,606 | -1.12 | ||||
| 2025-08-08 | 13F | Creative Planning | 266,538 | 4.23 | 25,020 | 4.46 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 3,988 | 374 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,082 | 5.66 | 102 | 6.32 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 19,494 | -0.67 | 1,830 | -0.49 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 83,381 | 2.18 | 7,827 | 2.41 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 14,577 | 4.78 | 1,368 | 5.07 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 362 | -2.16 | 34 | 3.13 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2,731 | -3.02 | 256 | -2.66 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 2,166 | 0.00 | 203 | 0.50 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 197,483 | 3.26 | 18,538 | 3.49 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 53,535 | -30.41 | 5,008 | -30.51 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3,119 | 36.56 | 293 | 37.09 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 7,285 | -5.51 | 684 | -5.27 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 2,695 | 253 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 2,819 | 265 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 25,228 | 6.13 | 2 | 0.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 167,403 | -15.85 | 15,709 | -12.12 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 70,420 | 7 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 112,432 | -3.81 | 10,554 | -3.59 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 23,600 | 24.87 | 2,215 | 25.14 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 13,067 | 3.35 | 1,227 | 3.55 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2,738 | -0.47 | 257 | 0.00 | ||||
| 2025-08-12 | 13F | Ade, Llc | 48,154 | -5.31 | 4,520 | -5.10 | ||||
| 2025-07-17 | 13F | City Holding Co | 81 | 0.00 | 8 | 0.00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,197 | 0.50 | 112 | 0.90 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5,627 | 203.83 | 528 | 205.20 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 16,938 | 32.43 | 1,503 | 25.48 | ||||
| 2025-08-07 | 13F | PFG Advisors | 17,892 | -1.31 | 1,680 | -1.12 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5,522 | 33.83 | 518 | 34.20 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 10,650 | -0.01 | 1,000 | 4.28 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 6 | 0.00 | 1 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 198,380 | 23.94 | 18,358 | 24.74 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 18,790 | 0.55 | 1,764 | 0.74 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 1,013 | 0.00 | 95 | 1.06 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 4,585 | 0.22 | 430 | 0.47 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 350,316 | 0.37 | 32,884 | 0.60 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6,684 | 42.91 | 627 | 46.84 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 7,678 | 0.00 | 721 | 1.12 | ||||
| 2025-08-12 | NP | KADIX - Kensington Active Advantage Fund Institutional Class Shares | 23,980 | 2,251 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 202,422 | 3.85 | 19,001 | 4.08 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1,270 | 721 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15,358 | 0.00 | 1 | 0.00 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 2,935 | 0.00 | 276 | 0.36 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 10,164 | 4.73 | 954 | 5.07 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 7,301 | 18.93 | 685 | 19.34 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 12,209 | 0.06 | 1,146 | 0.35 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 6,035 | 0.00 | 567 | 0.18 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 2,436 | 0.16 | 229 | 0.44 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 136,747 | 11.94 | 12,836 | 12.19 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 61,645 | -2.08 | 5,787 | -1.87 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 14,169 | -0.86 | 1,330 | -0.60 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 25,008 | -1.13 | 2,345 | -0.80 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 11,350 | -43.81 | 1,065 | -43.68 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 6,175 | 0.00 | 580 | 0.17 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 37,714 | 3,540 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2,800 | 0.00 | 263 | 0.00 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 10,571 | 1.65 | 992 | 1.95 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 19,435 | 0.27 | 1,824 | 0.50 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 21,850 | 0.14 | 2,051 | 0.39 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 5,633 | 0.11 | 529 | 0.19 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 373 | 0.00 | 35 | 2.94 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 67,358 | -0.40 | 6,323 | -0.19 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 10,311 | 0.23 | 968 | 0.42 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 140,216 | -0.30 | 13,004 | 1.71 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2,134 | 0 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 45 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 6,996 | 0.34 | 657 | 0.61 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,289 | 0.77 | 558 | -4.45 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 4,725 | 6.97 | 443 | 6.24 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 161 | 323.68 | 15 | 400.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 40,526 | 469.91 | 3,804 | 471.17 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 163 | 0.00 | 15 | 0.00 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 139,642 | -0.55 | 13,164 | 0.10 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 115,938 | -1.15 | 10,883 | -0.92 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 91,573 | 2.07 | 8,596 | 2.30 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 4,572 | 429 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 43,766 | -0.32 | 4,108 | -0.10 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 44,762 | 51.57 | 4,202 | 51.88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,904,012 | 3.89 | 178,730 | 4.12 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 9,018 | -8.56 | 847 | -8.34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 58,485 | -2.45 | 5,490 | -2.24 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 11,691 | 6.01 | 1,097 | 6.30 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 24,021 | 16.75 | 2,255 | 17.03 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 8,839 | 0.00 | 830 | 0.24 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 510 | -1.16 | 48 | -2.08 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 19,213 | -4.33 | 1,781 | -5.37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 145,748 | 6.18 | 13,681 | 6.42 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3,028 | 23.09 | 282 | 24.23 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 23,785 | 0.00 | 2,233 | 0.22 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,529 | -6.61 | 237 | -6.32 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 3,349 | -19.71 | 314 | -19.49 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 7,440 | -0.59 | 698 | -0.29 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 40,484 | -0.06 | 3,800 | 0.18 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 325 | 0.00 | 31 | 0.00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 18 | -96.00 | 2 | -97.62 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 2,681 | -1.79 | 252 | -1.57 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 19,400 | 0.00 | 1,821 | 0.22 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 67,532 | -35.91 | 6 | -33.33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,459,821 | -5.20 | 512,513 | -4.99 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 183,380 | -27.85 | 17,214 | -27.69 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7,817 | 20.37 | 726 | 21.64 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 12,124 | 436.70 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 17,427 | -13.99 | 1,636 | -13.81 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 10,384 | -34.17 | 975 | -34.06 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 2,407 | -2.04 | 226 | -2.17 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 30,433 | -2.84 | 2,857 | -2.63 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 107,186 | 10.66 | 10,062 | 10.90 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 10,812 | -0.05 | 1,015 | 0.10 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4,538 | 426 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 5,866 | 0.00 | 550 | 0.36 | ||||
| 2025-07-18 | 13F | United Bank | 6,000 | 0.00 | 563 | 0.36 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 126,507 | 2.98 | 11,875 | 3.22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13,315,040 | 1.46 | 1,249,883 | 1.69 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 1,099,487 | -0.74 | 103,209 | -0.51 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 2,534 | 2.26 | 238 | 6.76 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5,488 | 3.00 | 515 | 3.21 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 340 | -48.64 | 32 | -50.00 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 130,675 | 1.62 | 12,266 | 3.24 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 3,090 | -8.28 | 290 | -7.94 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 285,868 | 0.00 | 26,774 | 0.00 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 145 | 0.00 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 63,936 | 73.30 | 6,002 | 73.69 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 226,798 | 4.63 | 21,290 | 4.86 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 116,624 | 14.72 | 10,947 | 14.98 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 43,537 | -3.21 | 4,087 | -2.99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 30,493 | -7.12 | 2,862 | -6.90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,313,739 | 7.44 | 592,671 | 7.68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5,036 | -0.22 | 473 | 0.00 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 440,141 | 0.31 | 40,761 | 0.16 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 15,427 | 41.38 | 1,435 | 41.70 | ||||
| 2025-07-18 | 13F | Deltec Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 10,679 | -26.99 | 1,002 | -26.81 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,543 | 145 | ||||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 10,761 | 6.81 | 1,010 | 7.10 | ||||
| 2025-05-12 | 13F | American Alpha Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 258 | -97.99 | 24 | -98.00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 184 | 0.00 | 17 | 0.00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4,321 | 2.13 | 406 | 2.27 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 61,445 | 5.76 | 5,768 | 5.99 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 31,085 | 0.75 | 2,918 | 0.97 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 35,999 | -2.90 | 3,379 | -2.68 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 161,696 | 94.63 | 15,178 | 95.09 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 3,862 | 0.10 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 7,381 | 2.59 | 693 | 2.82 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 188 | 0.00 | 18 | 0.00 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 34,709 | 4.07 | 3,258 | 4.32 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 25,831 | -0.17 | 2,425 | 0.04 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 27,644 | -6.50 | 2,595 | -6.32 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 821 | 7.32 | 77 | 8.45 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2,528 | 65.45 | 237 | 65.73 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 349 | 0.00 | 33 | 0.00 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 26,301 | -0.68 | 2,469 | -0.48 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 5,195 | -39.12 | 488 | -39.05 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 2,185 | -18.95 | 205 | -18.65 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 447,207 | 0.74 | 41,885 | 6.27 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 2,280 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1,591 | 0.00 | 149 | 0.00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 5,664 | 532 | ||||||
| 2025-07-09 | 13F | Berkshire Bank | 127,676 | 7.41 | 11,985 | 7.64 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28,887 | 2.64 | 2,712 | 2.88 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 29,150 | 0.00 | 2,736 | 0.22 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 11,807 | 0.00 | 1,108 | 5.73 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 5,704 | 4.47 | 537 | 5.09 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 38,246 | 2.69 | 3,605 | 3.35 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 78,603 | 0.02 | 7,378 | 0.24 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 10,864 | 15.51 | 1 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 30 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 491 | 46 | ||||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 3,345 | -34.64 | 314 | -34.66 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 51 | -98.94 | 5 | -99.11 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 3,400 | 0.00 | 319 | 0.31 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2,442 | 0.49 | 229 | 0.88 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 166,089 | 2.39 | 15,591 | 2.62 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 14,978 | 3.10 | 1,406 | 3.31 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 215,522 | -1.99 | 20,231 | -1.77 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 369,354 | 34,671 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 8,298 | -8.93 | 779 | -8.79 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 10,958 | -0.81 | 1,029 | -0.58 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 5,600 | -1.75 | 526 | -1.50 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 40,196 | -9.59 | 3,773 | -9.37 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 94,480 | 0.00 | 8,869 | 0.23 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 167,091 | 2.44 | 15,685 | 2.66 | ||||
| 2025-08-14 | 13F | Family Management Corp | 32,970 | 86.84 | 3,095 | 87.29 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 2,194 | 0.00 | 206 | 0.00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5,184 | 11.94 | 487 | 12.24 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 21,504 | 7.03 | 2,019 | 7.28 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7,891 | -2.96 | 741 | -2.76 | ||||
| 2025-08-15 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 5,600 | 12.00 | 526 | -22.11 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 19,116 | 0.00 | 1,794 | 0.22 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 3,647 | -0.41 | 342 | 0.00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 23,382 | -0.57 | 2,195 | -0.36 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 21,830 | 3.72 | 2,052 | 7.83 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 96,822 | -0.63 | 9,089 | -0.41 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1,348 | -18.35 | 127 | -18.18 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 8,424 | -2.98 | 791 | -2.83 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 17,795 | -7.46 | 1,670 | -7.27 | ||||
| 2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 27,547 | 5.47 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 8,694 | 0.00 | 816 | 0.25 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 5,623 | 1.10 | 528 | 1.35 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2,809 | 0.00 | 264 | 0.00 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 17,471 | 0.19 | 1,640 | 0.43 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 6,701 | -51.55 | 629 | -51.43 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11,878 | 1.64 | 1,116 | 2.95 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 11,303 | 7.89 | 1,061 | 9.16 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 126,102 | 0.27 | 11,837 | 0.49 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 67,731 | 0.01 | 6,358 | 0.22 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3,020 | 0.00 | 283 | 0.35 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 3,064 | -0.03 | 288 | 0.00 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 24,000 | 0.00 | 2,244 | -1.10 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 4,112 | 2.83 | 386 | 2.94 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 243 | 23 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7,488 | -25.04 | 703 | -24.92 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 16,982 | -0.79 | 1,594 | -0.56 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 742 | 0 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 15,297 | -4.35 | 1,436 | -4.14 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2,786 | 262 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 63,573 | -51.31 | 5,968 | -51.20 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 29,344 | 0.84 | 2,755 | 1.06 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,045 | 37.50 | 98 | 38.03 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2,262 | -16.00 | 212 | -15.87 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,611 | 0.00 | 245 | 0.41 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 8,501 | -0.34 | 798 | -0.13 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 180 | -56.10 | 17 | -57.89 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 45,071 | -2.31 | 4,231 | -2.11 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2,180 | 1.58 | 205 | 2.00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1,019,605 | 2.40 | 95,710 | 2.63 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 3,618 | 58.06 | 340 | 58.41 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 2,267 | -8.14 | 213 | -8.23 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4,154 | 18.72 | 390 | 19.27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 75,807 | 833.81 | 7,116 | 836.32 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 554,464 | 2.96 | 52,048 | 3.19 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 8,407 | 6.76 | 789 | 7.06 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 14,213 | -0.75 | 1,334 | -0.52 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 3,474 | 0.00 | 326 | 0.31 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 340 | 0.00 | 32 | 0.00 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 17,933 | -0.82 | 1,663 | 7.71 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 740 | 0.00 | 69 | -1.45 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 7,916 | -3.23 | 743 | -3.00 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 6,750 | -7.11 | 634 | -6.91 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,765 | -1.62 | 166 | -1.79 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 137 | 0.00 | 13 | 0.00 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 133,055 | 0.14 | 12,447 | 5.71 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 78,252 | -1.96 | 7,346 | -1.74 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 39,413 | -1.02 | 3,700 | -0.80 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 171 | 0.00 | 16 | 6.67 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 9,577 | 152.89 | 899 | 153.67 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 8,633 | -0.07 | 809 | 5.35 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7,877 | 22.54 | 739 | 22.76 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 11,418 | 10.64 | 1,072 | 10.87 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 68,869 | 3.17 | 6,465 | 3.39 | ||||
| 2025-07-16 | 13F | American National Bank | 821 | 0.00 | 77 | 1.32 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 18,320 | -8.45 | 1,720 | -8.27 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 185,090 | 0.76 | 17,375 | 0.99 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 9,864 | -2.59 | 926 | -2.43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20,057 | 3.36 | 1,883 | 3.58 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 3,321 | -0.90 | 312 | -0.64 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3,150 | 24.06 | 296 | 24.47 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 176,246 | -28.17 | 16,544 | -28.01 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 74,586 | -21.47 | 7,001 | -21.29 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 179,301 | 15.98 | 16,831 | 16.24 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 515 | 141.78 | 48 | 152.63 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3,753 | -4.48 | 352 | 1.15 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5,623 | 0.00 | 528 | 5.61 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 71,519 | 32.59 | 6,713 | 32.88 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 30,361 | 936.92 | 2,850 | 939.78 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 5,168 | -1.11 | 485 | -0.82 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 3,284 | 0.00 | 308 | 0.33 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 2,628 | -73.72 | 247 | -73.72 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 6,146 | 0.24 | 579 | 9.47 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 6,602 | -2.95 | 620 | -2.83 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2,530 | 0.00 | 237 | 2.16 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 423 | 0.00 | 40 | 0.00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 28,828 | -5.92 | 2,706 | -5.68 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 214,064 | -2.05 | 20,094 | -1.82 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 248,410 | 0.00 | 23 | 0.00 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 71,877 | -5.08 | 6,747 | -4.85 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 53,095 | 1.67 | 4,984 | 1.90 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 77,102 | -1.25 | 7,238 | -1.04 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2,506 | 235 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 20,003 | 1,878 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 55,020 | -0.97 | 5,165 | -0.75 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 3,486 | 7.53 | 327 | 7.92 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 14,691 | 6.64 | 1,379 | 19.81 | ||||
| 2025-04-10 | 13F | St. Clair Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 119,540 | 5.62 | 11,221 | 5.87 | ||||
| 2025-04-18 | 13F | Market Street Wealth Management Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 219,956 | 0.20 | 20,647 | 0.42 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 29,657 | 56.68 | 2,784 | 57.05 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1,293 | 0.00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 820 | -65.43 | 77 | -63.81 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 136,092 | -2.96 | 12,775 | -2.74 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 17,259 | 121.30 | 1,620 | 121.92 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 34,429 | -6.96 | 3,232 | -6.75 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 3,653 | 5.73 | 343 | 5.88 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 2,350 | -3.57 | 221 | -3.51 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1,848 | 0.00 | 173 | 0.00 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 4,690 | 6.47 | 440 | 6.80 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 13,002 | 5.00 | 1,221 | 5.26 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 40,330 | 12.01 | 3,786 | 12.25 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5,887 | 10.72 | 553 | 11.07 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 2,736 | -13.75 | 257 | -13.80 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,892,840 | 18.53 | 271,634 | 18.80 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2,639 | -14.76 | 248 | -14.53 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 73,246 | -6.96 | 6,876 | -6.75 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 2,351 | 0.00 | 221 | 0.00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 166,800 | 62.44 | 15,658 | 67.29 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 244,014 | -3.21 | 22,906 | 2.33 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2,693 | -9.66 | 253 | -9.68 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 33,698 | 0.00 | 3,163 | 0.22 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 13,199 | 0.33 | 1,239 | 0.57 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 865 | 0.00 | 81 | 0.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 51 | 0.00 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 15,170 | -23.92 | 1,424 | -23.73 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14,435 | 0.44 | 1,355 | 0.67 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6,390 | -16.87 | 600 | -16.69 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 29,855 | 65.26 | 2,802 | 65.70 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 129,631 | -1.41 | 12,168 | -1.19 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 2,700 | 0.00 | 253 | 0.40 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7,256 | -20.26 | 681 | -20.07 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1,472 | -2.65 | 136 | -2.16 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 33,810 | -8.84 | 3,174 | -8.64 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 62 | 6 | ||||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 7,506 | 0.09 | 705 | 0.28 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5,090 | 478 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 132,924 | -6.25 | 12,478 | -6.05 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 30,392 | -1.78 | 2,853 | -1.59 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 14,161 | 12.28 | 1,329 | 12.53 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 4,551 | 0.37 | 427 | 0.71 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3,078 | 1,467 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 16,497 | -0.78 | 1,549 | -0.58 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 14,681 | -29.57 | 1,378 | -29.41 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 66,102 | -2.64 | 6,205 | -2.42 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 4,501 | 0.07 | 424 | 9.56 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 213,518 | -0.22 | 20,043 | 0.00 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 7,092 | -1.05 | 666 | -0.89 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 24,955 | 0.26 | 2,350 | 4.91 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 18,467 | -0.63 | 1,730 | -0.63 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 149 | 14 | ||||||
| 2025-07-28 | 13F | Td Asset Management Inc | 2,183 | 205 | ||||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 214,385 | -1.72 | 20,124 | -1.49 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 14,529 | -6.01 | 1,364 | -5.81 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,809 | 264 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 44,819 | 9.92 | 4,207 | 10.19 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 7,822 | 0.00 | 734 | 0.27 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 524 | 49 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 59,784 | -0.96 | 5,612 | -0.73 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 192,102 | 0.73 | 18,033 | 0.96 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 50,635 | -51.26 | 4,753 | -51.15 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 19,761 | 11.85 | 1,855 | 12.15 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 8,474 | -10.15 | 795 | -9.97 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,752 | 12.65 | 634 | 12.83 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 38,569 | -4.28 | 3,548 | -5.99 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 2,404 | -17.90 | 226 | -17.88 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 12,402 | -2.15 | 1,164 | -1.94 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 199,698 | -4.37 | 18,746 | -4.15 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 16,047 | 0.00 | 1,506 | 0.27 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 881,287 | -14.04 | 82,726 | -13.85 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2,888 | -29.04 | 270 | -29.40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 108,791 | 29.84 | 10,212 | 30.14 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 180 | 0.00 | 17 | 0.00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4,724 | -7.63 | 443 | -7.52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 518,835 | 16.12 | 48,703 | 16.38 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 124,623 | 19.29 | 11,698 | 20.75 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,685 | 13.28 | 2,129 | 13.55 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3,910 | -6.08 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14,790 | -1.47 | 1,388 | -1.21 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 2,823 | -4.63 | 265 | -4.69 | ||||
| 2025-04-15 | 13F | Collier Financial | 136 | 0.00 | 13 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 75,224 | -0.55 | 7,061 | -0.32 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8,245 | -3.53 | 774 | -3.37 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 797 | 0.00 | 75 | 0.00 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 1,208 | 0.00 | 113 | 0.00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 3,960 | -41.89 | 372 | -41.85 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 47,480 | -15.83 | 4,457 | -15.65 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 147,905 | 19.30 | 14 | 18.18 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 2,585 | -71.65 | 243 | -71.63 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 71,516 | 1.71 | 6,713 | 1.94 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Parthenon Llc | 6,174 | 0.00 | 580 | 0.17 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 21,911 | 4.28 | 2,057 | 4.47 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 104,561 | -0.87 | 9,760 | -1.21 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 23,221 | -10.37 | 2,180 | -10.18 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 2,516 | -6.81 | 236 | -6.35 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 16,192 | 0.25 | 1,503 | -0.60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 765,468 | -4.66 | 71,854 | -4.45 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 5,496 | -0.22 | 516 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 498,855 | -0.78 | 46,828 | -0.56 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 849 | 10.12 | 79 | 8.33 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 949 | 0.00 | 89 | 1.14 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,054 | 9.75 | 381 | 10.14 | ||||
| 2025-04-28 | 13F | ArborFi Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 20,318 | -2.25 | 1,907 | -2.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21,556 | 1.44 | 2,023 | 1.66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 29,687 | -57.40 | 2,787 | -55.58 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 15,822 | -21.71 | 1,485 | -21.51 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 69,111 | 8.51 | 6,487 | 8.75 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6,029 | 566 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 22 | 0.00 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 107,385 | -63.19 | 9,959 | -62.51 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 44,038 | -4.42 | 4,134 | -4.22 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 2,439 | -9.33 | 229 | -9.16 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 11,452 | -3.30 | 1,075 | -3.07 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 3,138 | -47.93 | 295 | -47.87 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 4,150 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,844 | 0.00 | 173 | 0.58 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 7,572 | 104.15 | 711 | 104.61 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3,796 | -5.41 | 356 | -5.07 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 5,590 | -35.13 | 520 | -34.72 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 7,714 | -4.93 | 724 | -4.61 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6,549 | -10.25 | 615 | -10.10 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 18,906 | -8.00 | 1,775 | -7.80 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1,430 | 0.00 | 134 | 0.75 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1,263,596 | 3.22 | 118,614 | 3.45 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 61,350 | 1.14 | 5,759 | 1.36 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,519,813 | -12.07 | 142,665 | -11.87 | ||||
| 2025-05-05 | 13F | Aire Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 12 | 0.00 | 1 | |||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 35,455 | 4.74 | 3,325 | 5.79 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 2,712 | 0.00 | 255 | 0.00 | ||||
| 2025-05-06 | 13F | Tempus Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 4,142 | 0.00 | 389 | 0.26 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 3,911 | 0.00 | 367 | 0.27 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 10,165 | -2.87 | 954 | -2.65 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 33,983 | -1.94 | 3,190 | -1.73 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 303 | 0.00 | 28 | 0.00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 388 | -25.95 | 36 | -26.53 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 27,869 | -17.15 | 2,616 | -16.95 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3,828 | -12.10 | 359 | -12.01 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 35,111 | -5.96 | 3,296 | -5.78 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 14,011 | -20.69 | 1,315 | -20.50 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 11 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 7,377 | 0.00 | 692 | 0.29 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 42,164 | -18.67 | 3,958 | -18.50 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 8,344 | -8.54 | 783 | -8.31 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 6,770 | -98.39 | 635 | -98.39 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 63,897 | 2.41 | 5,998 | 2.64 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3,555 | 0.00 | 334 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 30,352 | -15.45 | 2,849 | -15.18 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 8,087 | 1.34 | 1 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 22,927 | -0.65 | 2,152 | 5.03 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 36,320 | 0.35 | 3,409 | 0.59 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 21,691 | -1.26 | 2,036 | -1.02 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 220 | 0.00 | 21 | 0.00 | ||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 318,000 | 29,851 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3,814 | -2.46 | 358 | -2.19 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1,143 | -5.85 | 108 | -4.42 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 41,161 | 3,863 | ||||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 6,452 | 0.00 | 606 | 0.17 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 3,959 | 0.00 | 372 | 0.27 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3,443 | -7.99 | 323 | -7.71 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 220,433 | 0.66 | 20,692 | 0.89 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 21,827 | -17.25 | 2,049 | -17.09 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 89,225 | -2.30 | 8,376 | -2.08 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,138,345 | 1.94 | 106,856 | 2.17 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 62,771 | -4.95 | 5,892 | -4.74 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 2,685 | -42.63 | 252 | -42.47 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 158,643 | 7.40 | 14,892 | 7.64 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 10,322 | 2.44 | 969 | 2.65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12,533,165 | -28.42 | 1,176,488 | -28.26 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 175 | -55.58 | 16 | -55.56 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 3,625 | 340 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 121,516 | -0.76 | 11,407 | -0.53 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 163,904 | 1.33 | 15,200 | 4.37 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 122,844 | 1.29 | 11,531 | 1.52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6,373 | 1.06 | 598 | 1.36 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3,347 | 314 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 11,143 | -0.94 | 1,046 | -0.66 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 57,210 | 6.02 | 5,370 | 6.25 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 701 | -71.26 | 66 | -68.14 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 15,979 | -5.73 | 1,500 | -5.55 | ||||
| 2025-04-01 | 13F/A | Family Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 107,828 | -5.44 | 10,122 | -5.23 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 5,589 | 0.00 | 525 | 0.19 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 23,980 | 2,251 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 156 | 0.65 | 15 | 0.00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 102,923 | -0.27 | 9,661 | 0.03 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 160,927 | -1.80 | 15,106 | -1.58 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 3,371 | 0.00 | 316 | 0.32 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 420 | -19.23 | 39 | -18.75 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 184 | 0.00 | 17 | 0.00 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 7,809 | 0.06 | 733 | 0.41 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 47,355 | -1.86 | 4,444 | -1.66 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 79,076 | 1,931.24 | 7,423 | 1,939.01 | ||||
| 2025-08-05 | 13F | Allstate Corp | 67,195 | 6,308 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 6,372 | 598 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7,874 | 0.24 | 739 | 0.54 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 5,560 | -23.85 | 522 | -23.72 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 75,749 | 3.99 | 7,111 | 4.22 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 3,000 | 0.00 | 282 | 0.36 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 2,786 | 262 | ||||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 29,108 | 0.36 | 2,732 | 0.59 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 14,199 | 29.91 | 1,333 | 31.49 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 45,636 | -0.30 | 4,284 | -0.09 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 68,723 | -38.15 | 6,451 | -38.01 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 13,020 | 1 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6,665 | 626 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 36 | 0.00 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 34,159 | 0.02 | 3,207 | 0.25 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 47,693 | -8.14 | 4,477 | -7.94 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2,382 | 0.04 | 224 | 0.45 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 48,745 | -7.16 | 4,595 | -6.66 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 7,846 | -21.43 | 737 | -21.28 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 10,225 | -13.27 | 960 | -8.32 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 440,319 | 41,333 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,550,622 | -3.21 | 427,167 | -3.00 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 6,911 | 0.29 | 649 | 0.47 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 30,477 | 2,861 | ||||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 35 | -75.52 | 3 | -76.92 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 2,700 | 0.00 | 252 | 0.80 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 315 | 0.00 | 30 | 0.00 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 2,870 | 0.00 | 269 | 0.37 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 4,409 | -5.22 | 414 | -5.06 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 111 | 10 | ||||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 91,785 | -0.21 | 8,616 | 0.01 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4,406 | 1.99 | 414 | 2.23 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 270,650 | 25,406 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 2,429 | -29.49 | 228 | -29.50 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 65,988 | 20.34 | 6,194 | 20.62 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4,668 | 0.00 | 438 | 0.23 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 23,714 | 0.43 | 2,226 | 0.68 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17,143 | -11.63 | 1,587 | -12.61 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 41,385 | -1.00 | 3,885 | -0.79 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 3,948 | 32.93 | 371 | 33.09 | ||||
| 2025-04-09 | 13F | Iowa State Bank | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 7,566 | 0.34 | 710 | 0.57 | ||||
| 2025-05-13 | 13F | Northwest & Ethical Investments L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 4,024 | 0.98 | 378 | 1.07 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 19,364 | -5.61 | 1,818 | -5.41 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,399 | 0.00 | 131 | 0.00 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 27,911 | -87.91 | 2,620 | -87.88 | ||||
| 2025-08-08 | 13F | Renasant Bank | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 8,407 | 789 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6,108 | -0.11 | 573 | 0.17 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 239,832 | -0.51 | 22,513 | -0.28 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 682 | 0.00 | 64 | 1.59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 895 | 84 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 123,914 | -5.11 | 11,632 | -4.90 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 5,212 | -3.48 | 489 | -3.17 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 2,884 | -19.64 | 271 | -19.64 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 111,733 | 4.23 | 10,488 | 4.46 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 402 | -20.87 | 38 | -21.28 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 44 | 4 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 476 | 8.43 | 45 | 7.32 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 5,645 | 0.00 | 530 | 0.19 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 22,487 | 6.32 | 2,106 | 12.14 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 2,158 | 0.05 | 0 | |||||
| 2025-04-22 | 13F | Manning & Napier Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 14,016 | -1.88 | 1,320 | -1.35 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 24,520 | 3.38 | 2,302 | 3.60 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 1,264 | 0.00 | 118 | -0.84 | ||||
| 2025-04-11 | 13F | Adamsbrown Wealth Consultants Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8,493 | 122.74 | 797 | 123.25 | ||||
| 2025-05-09 | 13F | Allianz Se | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5,138 | 24.17 | 482 | 24.55 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5,874 | 128.92 | 551 | 138.53 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5,432 | -6.63 | 510 | -6.43 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3,742 | -52.05 | 351 | -51.92 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 135,922 | 12,759 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 84,804 | 37.29 | 7,961 | 37.60 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3,148 | -3.38 | 296 | -3.28 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 112,508 | 3.97 | 10,561 | 4.20 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 60,904 | -1.44 | 5,717 | -1.21 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,046 | 1.29 | 943 | 1.62 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 5,862 | 112.01 | 550 | 113.18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 700,707 | 7.89 | 65,775 | 8.13 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 68,473 | -4.19 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 4,312 | 0.02 | 405 | 0.25 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10,120 | 5.89 | 950 | 6.03 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49,446 | 18.17 | 4,579 | 16.84 | ||||
| 2025-08-04 | 13F | Balentine LLC | 3,077 | 0.26 | 289 | 0.35 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6,950 | 0.80 | 652 | 1.09 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 23,400 | 70.80 | 2,197 | 71.16 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 2,189 | -13.75 | 205 | -13.50 | ||||
| 2025-08-14 | 13F | Clg Llc | 8,639 | 0.12 | 811 | 0.25 |
Other Listings
| MX:USMV | |
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| CL:USMV CL |
