Mga Batayang Estadistika
| Pemilik Institusional | 647 total, 646 long only, 0 short only, 1 long/short - change of 0.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.3485 % - change of -8.36% MRQ |
| Saham Institusional (Jangka Panjang) | 16,497,790 (ex 13D/G) - change of 0.86MM shares 5.47% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,128,071 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard World Fund - Vanguard Consumer Staples ETF (US:VDC) memiliki 647 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 16,497,790 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Wellspring Financial Advisors, LLC, LPL Financial LLC, Beacon Capital Management, Inc., Morgan Stanley, Compass Financial Group, INC/SD, Green Harvest Asset Management LLC, Kingstone Capital Partners Texas, LLC, Wells Fargo & Company/mn, and UBS Group AG .
Struktur kepemilikan institusional Vanguard World Fund - Vanguard Consumer Staples ETF (ARCA:VDC) 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 220.35 / share. Previously, on September 9, 2024, the share price was 219.39 / share. This represents an increase of 0.44% 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 | Autumn Glory Partners, LLC | 918 | 0.00 | 201 | 0.50 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 236 | 0.00 | 52 | 0.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,918 | 4.06 | 1,077 | 4.16 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 70 | 0.00 | 15 | 0.00 | ||||
| 2025-07-31 | 13F | City State Bank | 753 | -4.32 | 165 | -4.65 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1,715 | 37.75 | 376 | 37.87 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,469 | -0.12 | 1,417 | -0.07 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 725 | 0.00 | 159 | 0.00 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 10,347 | -0.42 | 2,266 | -0.35 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 17,038 | 281.25 | 3,731 | 281.88 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2,119 | 0.57 | 464 | 0.65 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 5 | 1 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 13,715 | 0.42 | 3,004 | 0.50 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 150 | 33 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8,905 | -23.27 | 1,950 | -23.20 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,703 | 1.20 | 592 | 1.20 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 928 | 0.32 | 203 | 0.50 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,892 | 55.21 | 414 | 55.64 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1,343 | 0.00 | 294 | 0.34 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1,050 | 230 | ||||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 2,112 | 463 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,653 | 9.23 | 1,019 | 9.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 165,511 | 2.13 | 36,247 | 2.21 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 36,045 | -2.16 | 7,894 | -2.08 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 3,723 | 28.73 | 815 | 28.96 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 115 | 0.00 | 25 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1,233 | 270 | ||||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 7,341 | -2.07 | 1,608 | -2.01 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 11,357 | -11.96 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 6,044 | 1,324 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 29,081 | 2.11 | 6,369 | 2.20 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 208 | 0.00 | 0 | |||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7,085 | -1.34 | 1,552 | -1.27 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 13,217 | 5.37 | 2,895 | 5.47 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1,330 | 0.08 | 291 | 0.34 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 288 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 13,533 | 0.00 | 2,964 | 0.07 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 2,980 | -0.10 | 653 | 0.00 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 3,211 | 18.05 | 703 | 18.15 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 1,342 | 0.00 | 294 | 0.00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 2,026 | -1.36 | 444 | -0.67 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 2,053 | 0.44 | 449 | 0.45 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 208 | 0.00 | 46 | 0.00 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 45,953 | -5.36 | 10,064 | -5.29 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6,433 | 0.55 | 1,409 | 0.64 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 12,156 | 23.57 | 2,662 | 23.70 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 65 | 1.56 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 700 | -3.45 | 153 | -3.16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,210 | -4.12 | 265 | -3.99 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 431 | 0.00 | 94 | 0.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 374 | 0.00 | 82 | 0.00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 403,476 | 80 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 78,643 | -2.00 | 17,223 | -1.91 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 352 | -4.09 | 77 | -3.75 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21 | -19.23 | 5 | -20.00 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 36,499 | 0.49 | 8,111 | 1.51 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 23,187 | -37.70 | 5,078 | -37.65 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1,175 | 3.43 | 257 | 3.63 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 1,144 | -2.64 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11,111 | 0.37 | 2,433 | 0.45 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 3,122 | 0.00 | 684 | 0.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,018 | -0.10 | 223 | 0.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 2,720 | -0.07 | 604 | 1.34 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,112 | -18.95 | 244 | -19.00 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 1,235 | 16.51 | 270 | 16.88 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6,872 | 11.18 | 1,505 | 11.24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 916 | 0.11 | 201 | 0.00 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 1,291 | 283 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 383 | 56.97 | 84 | 56.60 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 341 | 2.40 | 75 | 2.78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,224 | 2.61 | 1,801 | 2.74 | ||||
| 2025-08-14 | 13F | Betterment LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 445,234 | 24.44 | 97,506 | 24.55 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 9,550 | -2.00 | 2,090 | -2.02 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 1,799 | 0.11 | 394 | 0.00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1,305 | 0.15 | 286 | 0.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 6,411 | -2.85 | 1,404 | -2.77 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 53 | 3.92 | 12 | 0.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,374 | -59.99 | 520 | -58.61 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 1,524 | 0.46 | 334 | 0.60 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 200 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 21,527 | 4,714 | ||||||
| 2025-07-11 | 13F | Williams Financial, LLC | 47,793 | 10,467 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 2,564 | -36.12 | 562 | -36.10 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 41,593 | -1.39 | 9,109 | -1.31 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4,417 | 57.24 | 967 | 57.49 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 423 | 0.00 | 93 | 0.00 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 6,072 | 1,330 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,592 | -18.65 | 349 | -18.69 | ||||
| 2025-08-12 | 13F | Bokf, Na | 4,015 | 2.95 | 879 | 3.05 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,227 | 0.00 | 268 | -0.74 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2,981 | 0.00 | 653 | 0.00 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 80,275 | -0.17 | 17,580 | -0.09 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 1,342 | 294 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 102 | 22 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2,525 | -9.63 | 553 | -9.49 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 925 | -7.22 | 203 | -7.34 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 23,840 | -4.93 | 5,221 | -4.87 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 30,434 | 13.90 | 6,665 | 14.01 | ||||
| 2025-08-06 | 13F | Simmons Bank | 2,276 | -1.47 | 498 | -1.39 | ||||
| 2025-04-22 | 13F | Perfromance Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 26,149 | -0.00 | 5,727 | 0.07 | ||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 2,169 | 0.00 | 475 | 0.21 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender Fund Class A Shares | 4,500 | 0.00 | 986 | 0.10 | ||||
| 2025-05-28 | NP | SNAV - Mohr Sector Navigator ETF | 10,272 | 2.48 | 2,248 | 6.09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 185 | -1.60 | 40 | -2.44 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 56 | 12 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 187 | 0.00 | 41 | 0.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 363 | -0.55 | 79 | 0.00 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 115 | 0.00 | 25 | 0.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,207 | -29.40 | 921 | -29.37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38,341 | 25.83 | 8 | 33.33 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 7,325 | 1,548 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 50,646 | 0.09 | 11,091 | 0.17 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 21,137 | -30.74 | 4,625 | -28.31 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 41 | -28.07 | 9 | -33.33 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 162 | 165.57 | 35 | 169.23 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 17,105 | -19.18 | 3,746 | -19.13 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 1,023 | 0.00 | 224 | 0.45 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | 8 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7,282 | 8.03 | 1,595 | 8.07 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 57 | 0.00 | 12 | 9.09 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 39 | 9 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,237 | -0.52 | 709 | -0.56 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,007 | 44.81 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 5,817 | -5.35 | 1,274 | -5.28 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 1,805 | 0.00 | 395 | 0.25 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,598 | -0.12 | 354 | 0.86 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 35 | -70.09 | 8 | -72.00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 679 | -11.47 | 149 | -11.38 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 487 | 0.00 | 107 | 0.00 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5,387 | 0.00 | 1,180 | 0.08 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 1,282 | 30.42 | 281 | 30.23 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,010 | 14.15 | 1,097 | 14.51 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 1,591 | 0.00 | 348 | 0.00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 27,703 | -1.24 | 6,067 | -1.17 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1,697 | -1.62 | 372 | -1.59 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 2,599 | 153.56 | 569 | 154.02 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 486 | 5.19 | 106 | 4.95 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 1,434 | 0.00 | 314 | 0.32 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 31 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 1,211 | 0.00 | 265 | 0.38 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 45,874 | -18.72 | 10 | -16.67 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 21 | 0.00 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 2,030 | -36.16 | 445 | -36.12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 167 | 0.60 | 37 | 0.00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1,103 | 0.00 | 242 | 0.00 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 12,508 | 1.21 | 2,740 | 0.59 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 2,728 | 1.07 | 597 | 1.02 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4,598 | 31.37 | 1,007 | 31.50 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,207 | 10.97 | 921 | 11.10 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1,788 | -41.11 | 394 | -40.18 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7,985 | 5.22 | 1,749 | 5.30 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 170 | 0.00 | 37 | 0.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 25,682 | -29.44 | 5,624 | -29.38 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 1,015 | 0.00 | 222 | 0.00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 16 | 433.33 | 4 | |||||
| 2025-05-27 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1,368 | 10.77 | 299 | 14.56 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 100 | 0.00 | 22 | 4.76 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 16,961 | 9.83 | 3,714 | 9.91 | ||||
| 2025-04-16 | 13F | Stock Yards Bank & Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 2,610 | 0.00 | 572 | 0.00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1,407 | 0.00 | 308 | 0.33 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 1,200 | 0.00 | 263 | 0.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 68 | 0.00 | 15 | 0.00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 1,774 | 16.63 | 388 | 16.87 | ||||
| 2025-07-30 | NP | EMPB - Efficient Market Portfolio Plus ETF | 3,015 | -18.73 | 677 | -18.82 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2,134 | 0.00 | 467 | 0.21 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 528 | -18.14 | 116 | -18.44 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 24 | 4.35 | 5 | 0.00 | ||||
| 2025-04-29 | 13F | Ifrah Financial Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2,894 | 0.07 | 634 | 0.16 | ||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 56,631 | -0.93 | 12,402 | -0.85 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 947 | 0.00 | 207 | 0.00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 3,028 | 0.00 | 663 | 0.15 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 12,238 | 6.99 | 2,680 | 7.11 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 12,374 | 8.34 | 2,710 | 8.40 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 88 | 0.00 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2,242 | -4.31 | 493 | -4.27 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 8,479 | 0.26 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9,868 | 14.28 | 2,161 | 14.40 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 12,392 | -8.10 | 2,714 | -8.03 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1,259 | -4.48 | 276 | -4.51 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1,343 | -33.32 | 294 | -33.18 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 374 | 0.00 | 76 | -1.32 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2,134 | -9.04 | 467 | -8.97 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 17,904 | 147.12 | 3,921 | 147.32 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 104 | 0.00 | 23 | 0.00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 83 | -17.82 | 0 | |||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 920 | 201 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3,972 | -4.59 | 870 | -4.51 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 72 | 16 | ||||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 196 | 0.00 | 43 | 0.00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 925 | 0.00 | 203 | 0.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 510 | -6.93 | 112 | -6.72 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 1,304 | -0.91 | 286 | -0.70 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 265 | 0.38 | 58 | 0.00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 4,044 | 2.93 | 886 | 3.03 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 3,545 | 0.00 | 776 | 0.13 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 7,707 | -2.41 | 1,688 | 1.08 | ||||
| 2025-05-27 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 5,570 | -28.22 | 1,219 | -25.73 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 3,500 | 0.00 | 766 | 0.13 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 67,927 | 18.62 | 14,876 | 18.72 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 745 | 0.00 | 163 | 0.00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 1,015 | 222 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 1,060 | 0.00 | 232 | 0.43 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 10,497 | -0.33 | 2,299 | -0.26 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 55 | 12 | ||||||
| 2025-07-18 | 13F | Founders Capital Management | 25 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,110 | -15.59 | 243 | -15.68 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 1,950 | 0.00 | 427 | 0.23 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 23 | 5 | ||||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2,556 | 10.89 | 560 | 10.91 | ||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 5,215 | 6.76 | 1,142 | 6.93 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 20,662 | -2.23 | 4,521 | 1.21 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 15,401 | 4.62 | 3,373 | 4.69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 15,053 | -18.31 | 3 | -25.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 210,241 | 7.87 | 46,073 | 8.06 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 1,305 | 0.00 | 286 | 1.42 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1,938 | 0.36 | 424 | 0.47 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2,539 | -13.32 | 1 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 65,162 | 5.37 | 14,270 | 5.45 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,734 | 26.11 | 380 | 25.91 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 1,375 | 0.00 | 296 | -1.33 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 3,471 | 0.35 | 760 | 0.53 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 30,769 | 16.67 | 6,738 | 16.78 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1,076 | -0.28 | 236 | -0.42 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1,076 | 0.37 | 236 | 0.43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 214 | -57.20 | 47 | -57.80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24,449 | -3.05 | 5,354 | -2.97 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 1,460 | 0.07 | 320 | 0.00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1,429 | -30.77 | 313 | -30.82 | ||||
| 2025-06-03 | 13F | Invst, LLC | 27,116 | 5,934 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1,100 | 5.57 | 241 | 5.26 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3,573 | 20.51 | 1 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1,616 | 0.00 | 363 | 1.69 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 3,352 | 37.55 | 734 | 37.71 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 2,720 | -1.59 | 596 | 1.88 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 7,333 | -0.64 | 1,606 | -0.56 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,229 | -1.84 | 270 | -0.74 | ||||
| 2025-05-27 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 9,482 | -17.83 | 2,075 | -14.97 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 1,097 | 0.55 | 240 | 0.84 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 26,410 | -7.32 | 5,860 | -6.01 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 57 | 0.00 | 12 | 0.00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 2,208 | 7.55 | 483 | 7.35 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 13,053 | 7.33 | 2,859 | 7.40 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1,551 | -0.96 | 340 | -0.88 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 2,423 | 0.54 | 531 | 0.57 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17,383 | 3.74 | 3,807 | 3.82 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 63 | 0.00 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 1,200 | 9.69 | 266 | 18.75 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1,216 | 0.00 | 266 | 0.38 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 1,103 | 0.46 | 242 | 0.42 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 5,073 | -0.14 | 1,111 | -0.09 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4,115 | -9.76 | 901 | -9.72 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 1,937 | -0.51 | 424 | -0.47 | ||||
| 2025-05-14 | 13F | ICONIQ Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 1,185 | 0.00 | 260 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 45,962 | 15.44 | 10,066 | 19.59 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 1,487 | 0.00 | 326 | 0.00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 2,205 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,237 | -10.63 | 709 | -10.61 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 10,867 | -1.18 | 2,382 | -1.08 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,125 | 224.21 | 246 | 228.00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 45 | 0.00 | 10 | 0.00 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 27,227 | 0.86 | 5,963 | 0.95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,013 | 4.83 | 1,755 | 4.90 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 1,008 | 0.00 | 221 | 0.00 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 5,152 | 6.51 | 1,128 | 6.62 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,944 | -23.79 | 426 | -23.84 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1,503 | -9.78 | 329 | -8.36 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 7,532 | 2.06 | 1,649 | 2.17 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 789,412 | -0.04 | 973 | -6.35 | ||||
| 2025-04-14 | 13F | Miracle Mile Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 19,922 | 4,363 | ||||||
| 2025-05-27 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 9,274 | -25.93 | 2,029 | -23.32 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1,030 | -0.10 | 226 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 16,648 | 6.95 | 3,646 | 7.02 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 227 | 0.44 | 50 | 0.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 42,253 | 1,341.10 | 9,246 | 1,393.54 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 4,164 | -6.15 | 912 | -6.08 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16,201 | 14.16 | 3,548 | 14.24 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 16,409 | -11.35 | 3,594 | -11.28 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 1,300 | 0.62 | 285 | 0.71 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1,823 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 200,109 | -36.73 | 44 | -37.68 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,371 | -19.82 | 300 | -19.79 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,775 | 0.00 | 389 | 0.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 967 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 155,028 | 16.86 | 33,956 | 16.97 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,610 | 0.31 | 353 | 0.28 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 562 | -5.86 | 0 | |||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 5,248 | -1.83 | 1,149 | -1.71 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 273 | 0.37 | 60 | 0.00 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 10,165 | -0.53 | 2,207 | -0.09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44,691 | 8.52 | 9,787 | 8.61 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 3,730 | 0.00 | 817 | 0.00 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3,664 | 802 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,725 | 17.68 | 1,911 | 17.76 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 4,414 | 14.35 | 967 | 14.45 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 16,231 | -18.50 | 3,555 | -18.43 | ||||
| 2025-05-27 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 887 | -18.10 | 194 | -14.91 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1,766 | 0.51 | 387 | 0.52 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3,967 | -5.46 | 869 | -5.45 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,016 | 5.49 | 442 | 5.50 | ||||
| 2025-08-28 | NP | AAMAX - Absolute Capital Asset Allocator Fund Class A Shares | 7,000 | 0.00 | 1,533 | 0.13 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 100 | 0.00 | 22 | 0.00 | ||||
| 2025-05-01 | 13F | MTM Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 72 | 0.00 | 16 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21,463 | 19.21 | 4,686 | 20.53 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 1,728 | 0.00 | 378 | 0.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,388 | 0.00 | 304 | 0.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 157 | 0.00 | 34 | 0.00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 11,594 | 4.57 | 2,539 | 4.66 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 97 | 0.00 | 21 | 0.00 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 25,124 | -0.12 | 5,502 | 0.36 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 15,015 | 16.12 | 3,288 | 16.22 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,286 | 282 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 54 | 0.00 | 12 | 0.00 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 39,492 | -3.60 | 8,649 | -3.53 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2,770 | 6.42 | 607 | 6.50 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18,251 | 0.58 | 3,997 | 0.65 | ||||
| 2025-05-27 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 52 | -40.23 | 11 | -38.89 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3,735 | -1.11 | 818 | -1.09 | ||||
| 2025-04-03 | 13F | Collective Family Office Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,525 | -7.79 | 772 | -7.78 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 8,410 | 0.39 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3,031 | 1.27 | 664 | 1.38 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 268,494 | 39,618.05 | 1 | -99.32 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 49 | 0.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 25,147 | -3.99 | 5,507 | -3.91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11,683 | 23.25 | 2,558 | 23.34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,540 | 42.72 | 994 | 45.11 | ||||
| 2025-04-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 5,690 | -0.92 | 1,246 | -0.80 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2,862 | -1.85 | 627 | -1.88 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 47,593 | 0.00 | 10,423 | 0.08 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 1,259 | 0.00 | 276 | 0.00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 7,786 | 0.82 | 1,705 | 0.95 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,019 | -24.80 | 223 | -24.66 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2,250 | 0.00 | 493 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2,121 | 75.29 | 464 | 75.76 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 9,369 | 0.49 | 2,052 | 0.59 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 4,026 | 7.45 | 882 | 7.57 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1,205 | 31.69 | 263 | 31.50 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,353 | 89.50 | 296 | 89.74 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,565 | 2.29 | 342 | 5.88 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 11,718 | -0.29 | 2,566 | -0.19 | ||||
| 2025-08-13 | 13F | Solidarilty Wealth, LLC | 1,544 | 0.00 | 338 | 0.30 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,022 | -0.99 | 1,100 | -0.90 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 417 | -3.70 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 104 | 23 | ||||||
| 2025-08-08 | 13F | Creative Planning | 21,800 | 0.00 | 4,774 | 0.08 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 25,002 | 1.84 | 5,475 | 1.92 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 99 | 0.00 | 22 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,361 | 502.94 | 1,393 | 505.65 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 635 | 0.00 | 139 | 0.72 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 128 | 0.00 | 28 | 0.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1,598 | 0.63 | 350 | 0.86 | ||||
| 2025-08-07 | 13F | PFG Advisors | 10,513 | 11.15 | 2,302 | 11.26 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 767,776 | 6.97 | 168,143 | 7.06 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 1,079 | 16.90 | 236 | 17.41 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 255 | 0.79 | 56 | 0.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 8 | 0.00 | 2 | 0.00 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 5,524 | -46.19 | 1 | -50.00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,550 | 0.00 | 777 | 0.13 | ||||
| 2025-08-05 | 13F | ALM First Financial Advisors, LLC | 3,898 | 0.00 | 696 | 0.14 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 964 | 211 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 69,907 | 0.15 | 15,310 | 0.24 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 13 | -60.61 | 3 | -71.43 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 11,071 | -3.16 | 2,425 | -3.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 90,518 | -17.34 | 19,824 | -17.27 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 2,347 | 0.00 | 514 | 0.00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 12,190 | 2,670 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3,266 | -6.90 | 715 | -6.78 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 29,534 | 6.76 | 6,468 | 6.84 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 74 | -98.36 | 16 | -98.38 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 75 | 0.00 | 16 | 0.00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 22 | 0 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21,717 | -3.37 | 4,756 | -3.29 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,700 | 0.77 | 1,686 | 0.84 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 11,759 | 0.00 | 2,575 | 0.08 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 974 | 0.00 | 213 | 0.00 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 1,342 | -81.57 | 294 | -81.61 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 567,968 | 194.70 | 124,385 | 188.59 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2,220 | 0.27 | 486 | 0.41 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 1,644 | -14.24 | 360 | -14.08 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12,710 | 3.81 | 2,784 | 3.88 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 168 | 2,700.00 | 36 | 3,400.00 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 20,170 | 8.50 | 4,417 | 8.61 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 1,027 | -14.70 | 225 | -14.83 | ||||
| 2025-08-13 | 13F | ESG Planning | 14,851 | -0.21 | 3,252 | -0.12 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 15,063 | 4.84 | 3,299 | 4.93 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 2,420 | 0.00 | 530 | 0.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5,034 | 2.25 | 1,102 | 2.32 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 2,746 | -17.44 | 601 | -17.33 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,044 | 174.98 | 1,324 | 175.63 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 43,571 | 1.10 | 9,542 | 1.19 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 49,196 | 10.93 | 10,774 | 11.03 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 4 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3,703 | -8.27 | 811 | -8.27 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 1,859 | -13.58 | 416 | -12.08 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 11,930 | 0.29 | 2,607 | 0.15 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 6,896 | -15.83 | 1,510 | -15.74 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 1,943 | -3.19 | 426 | -3.19 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2,115 | -20.58 | 463 | -20.45 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 151 | 0.00 | 33 | 0.00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 14,125 | 6.29 | 3,093 | 6.40 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 2,438 | -3.10 | 534 | -2.91 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 111,158 | 2.53 | 24,344 | 2.62 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 21,246 | -0.58 | 4,653 | -0.49 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,903 | 43.78 | 1,074 | 43.26 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 5,873 | 1.08 | 1,283 | 7.73 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,326 | 1.88 | 509 | 2.00 | ||||
| 2025-04-15 | 13F | SG Americas Securities, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 916 | 201 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,003 | 658 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 3,648 | 1.39 | 799 | 1.40 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 50 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 955 | 0.00 | 209 | 0.48 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 9,524 | 35.57 | 2,086 | 35.65 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 2,225 | -2.67 | 487 | -2.60 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 252 | -2.33 | 55 | 1.85 | ||||
| 2025-07-31 | 13F | United Community Bank | 710 | 0.00 | 155 | 0.00 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 1,746 | 0.00 | 382 | 0.00 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 1,755 | 25.00 | 384 | 25.08 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 225 | 0.00 | 49 | 0.00 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1,801 | 0.00 | 394 | 0.00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 43 | 0.00 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 81 | 0.00 | 18 | 0.00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,565 | 17.87 | 1,657 | 17.95 | ||||
| 2025-04-22 | 13F | Jericho Financial, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 1,177 | -0.25 | 258 | -0.39 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 1,750 | 0.00 | 383 | 0.26 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 3,449 | -0.49 | 755 | -0.40 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 219,502 | -1.29 | 48,071 | -1.21 | ||||
| 2025-07-10 | 13F | Security National Bank | 25 | 0.00 | 5 | 0.00 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 1,001 | 0.30 | 219 | 0.46 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 31 | 0.00 | 7 | 0.00 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 3,425 | 95.05 | 750 | 95.31 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 20,759 | -44.04 | 4,470 | -43.17 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 33,034 | 3.61 | 7,336 | 5.15 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 2,855 | 0.00 | 625 | 0.16 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 301 | 66 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 1,460 | 7.83 | 320 | 7.77 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 1,024 | 0.00 | 224 | 0.00 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 9 | 2 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,877 | -6.89 | 411 | -6.80 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38,499 | -1.14 | 8,431 | -1.06 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 13,874 | -0.05 | 3,038 | 0.03 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 102 | 0.00 | 22 | 0.00 | ||||
| 2025-07-23 | 13F | Optas, LLC | 2,078 | -46.32 | 455 | -46.28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12,187 | 8.55 | 2,669 | 8.67 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 43 | -78.28 | 9 | -79.07 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 60,955 | 1.60 | 13,349 | 1.68 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,454 | 24.38 | 757 | 24.55 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 154,418 | 7.38 | 33,818 | 7.46 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 101 | 40.28 | 22 | 46.67 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 152 | -35.86 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8,334 | -0.33 | 1,825 | -0.22 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 6,873 | -40.15 | 1,505 | -40.09 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 291 | -17.09 | 59 | -16.90 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 2,623 | 12.33 | 574 | 12.55 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,394 | -21.69 | 524 | -21.56 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 400 | 0.00 | 88 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 378,770 | -6.97 | 82,951 | -6.90 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,619 | 5.39 | 793 | 5.46 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 24,449 | -2.45 | 5,354 | -2.05 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9,707 | -36.42 | 2,126 | -36.40 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 2,034 | -17.75 | 441 | -16.64 | ||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 1,605 | 0.00 | 352 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 221,486 | -5.15 | 49 | -5.88 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 6,368 | -0.83 | 1 | -99.93 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 12,240 | -29.52 | 2,681 | -29.47 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 450 | 0.45 | 99 | 1.03 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,896 | 415 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 4,495 | 979 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1,573 | -2.60 | 344 | -2.55 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 366,583 | -20.71 | 80,282 | -20.65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2,052 | -0.97 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 28 | 0.00 | 6 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | -99.96 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 797 | -2.92 | 0 | |||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 7,560 | 0.00 | 1,656 | 0.06 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3,871 | 2.57 | 848 | 2.66 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 16,200 | -0.67 | 3,548 | -0.59 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 1,093 | 5.60 | 239 | 5.75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,493 | -6.63 | 327 | -6.86 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 760 | 0.40 | 0 | |||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 101,637 | 5.31 | 22,259 | 5.40 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 1,000 | 0.00 | 219 | 0.46 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 2,701 | -13.60 | 591 | -13.60 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 5,420 | 103.30 | 1,187 | 103.43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 25,965 | 11.35 | 5,686 | 11.45 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 3,322 | -0.21 | 728 | -0.14 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,281 | 27.97 | 281 | 27.85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 544,075 | -0.96 | 119,153 | -0.88 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 1,692 | 0.12 | 370 | 0.27 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 2,029 | 0.50 | 444 | 0.68 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 8,900 | -36.31 | 1,949 | -36.24 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 12,117 | -8.01 | 2,654 | -7.95 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 90 | 20 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 3,016 | -5.99 | 661 | -5.85 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 239 | 7.66 | 52 | 8.33 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1,105 | 0.00 | 242 | 0.41 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 27,506 | 6,075 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,807 | 0.62 | 1,272 | 0.71 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 345 | 0.00 | 76 | 0.00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 12,895 | 10.86 | 2,824 | 10.92 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 249 | 0.00 | 55 | 0.00 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 2,546 | -68.35 | 559 | -68.55 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 1,036 | 0.00 | 227 | 0.00 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2,074 | -24.06 | 454 | -23.95 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,800 | 394 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 2,657 | -2.75 | 582 | -2.68 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 524 | 0.58 | 115 | 0.88 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 2,820 | -4.41 | 626 | -2.95 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 11,947 | -61.80 | 2,616 | -61.77 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 1,272 | 279 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 68,185 | -5.65 | 14,932 | -5.57 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 12,093 | -1.63 | 2,648 | -1.52 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 1,273 | -11.29 | 279 | -11.46 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6,814 | -7.28 | 1,492 | -7.21 | ||||
| 2025-06-26 | NP | MSTQX - Morningstar U.S. Equity Fund | 261,144 | -25.42 | 57,676 | -23.51 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7,228 | 2.15 | 1,583 | 2.20 | ||||
| 2025-07-31 | 13F | CNB Bank | 243 | 0.00 | 53 | 0.00 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 7,614 | 1,667 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 1,775 | 0.00 | 389 | 0.00 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1,032 | -15.62 | 226 | -15.36 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 144 | -5.88 | 32 | -6.06 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5,141 | 0.00 | 1,125 | 3.50 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2,665 | 12.35 | 584 | 12.33 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12,773 | -51.18 | 2,797 | -51.14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 152,514 | 17.53 | 33,435 | 17.61 | ||||
| 2025-04-23 | 13F | David Kennon Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 1,519 | 333 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1,323 | 290 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23,026 | 5.52 | 5,043 | 5.61 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 32,257 | -19.45 | 7,064 | -19.38 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 151 | 11.03 | 33 | 13.79 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,669 | -1.95 | 585 | -1.85 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 70,624 | -3.47 | 15,507 | -3.14 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 9 | 2 | ||||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 458,668 | -0.02 | 100,448 | 0.07 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 401 | 4.70 | 88 | 4.82 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 140,298 | -8.40 | 30,725 | -8.32 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 12,444 | -3.51 | 2,725 | -3.44 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 13,294 | 0.00 | 2,985 | -0.13 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 1,979 | -16.22 | 433 | -13.23 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 560 | 0.00 | 123 | 0.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,662 | -2.43 | 1,021 | -2.20 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 7,370 | 0.75 | 1,614 | 0.88 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,121 | 25.67 | 245 | 30.32 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 5,711 | 0.00 | 1,251 | 0.08 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1,833 | 0.00 | 402 | 0.00 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 1,207 | -2.66 | 264 | -2.58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 240,927 | -8.82 | 52,763 | -8.75 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 150 | 33 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1,106 | -2.81 | 242 | -2.81 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 140 | 31 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 265 | 0.00 | 58 | 1.75 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 14,490 | -7.14 | 3,173 | -7.06 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,945 | 89.02 | 426 | 88.89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-13 | 13F | Elm Partners Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1,180 | 3.24 | 258 | 3.20 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,569 | -19.87 | 344 | -19.86 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13,232 | 2.32 | 2,860 | 1.06 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 41,771 | -1.14 | 9,148 | -1.06 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 26,601 | 0.71 | 5,826 | 0.80 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1,491 | 0.54 | 327 | 0.62 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 2,439 | 1.33 | 534 | 1.52 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 232 | -15.02 | 51 | -12.28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 1,800 | 0.00 | 394 | 0.25 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,567 | -57.78 | 1,876 | -57.75 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 24 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 10,500 | 114.29 | 2,300 | 114.46 | |||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 327 | 0.00 | 72 | 0.00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 380 | 0.00 | 83 | 0.00 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 251 | 0.00 | 55 | 1.89 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 5,640 | 0.00 | 1,235 | 0.08 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 3,279 | 0.00 | 718 | 0.14 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,517 | -3.09 | 770 | -3.02 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 1,310 | 0.00 | 287 | 0.00 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1,910 | 0.42 | 418 | 0.48 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 3,803 | 2.09 | 833 | 2.09 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 74,189 | -22.40 | 16,247 | -22.22 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 70 | 0.00 | 15 | 0.00 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 6,912 | 1,514 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 375,957 | -0.53 | 82,335 | -0.45 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8,642 | -12.45 | 1,893 | -11.84 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6,087 | 7.47 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 46,041 | -9.95 | 10,083 | -9.87 | ||||
| 2025-05-15 | 13F | Gladstone Institutional Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10,234 | -0.24 | 2,241 | -0.13 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 1,081 | 0.00 | 237 | 0.00 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 5,245 | -0.53 | 1,149 | -0.43 | ||||
| 2025-04-10 | 13F | Bridge Creek Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 2,185 | -7.42 | 479 | -7.36 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6,787 | 17.58 | 1,494 | 18.85 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 91 | 0.00 | 20 | 0.00 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 19,254 | 1,222.39 | 4,217 | 1,225.79 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 68,015 | -6.81 | 14,895 | -6.73 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1,517 | 0.40 | 332 | 0.61 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 492 | -5.75 | 108 | -6.14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,364 | 6.68 | 1,175 | 10.55 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 3,349 | -0.36 | 733 | -0.27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9,489 | -55.34 | 2,078 | -55.30 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 1,257 | -24.87 | 275 | -24.86 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 77,757 | -9.51 | 17,029 | -9.44 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 6,970 | -0.84 | 1,527 | -0.78 | ||||
| 2025-08-11 | 13F | Mcintyre Freedman & Flynn Investment Advisers Inc | 5,389 | 0.00 | 1,180 | 0.08 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4,669 | 1.41 | 1,023 | 4.93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4,574 | 2.86 | 1,002 | 2.88 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 11,081 | 0.46 | 2,427 | 0.54 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 23,586 | 2.01 | 5,165 | 2.10 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 19,591 | 0.24 | 4,290 | 1.85 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 2,560 | 2.28 | 560 | 5.86 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 209 | -19.31 | 46 | -19.64 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,496 | 0.00 | 328 | 0.00 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 2,923 | 0.00 | 640 | 0.16 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,015,657 | 1.65 | 879,429 | 1.74 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 1,080 | 11.34 | 237 | 11.79 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 1,143 | -13.34 | 250 | -13.19 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 165 | 0.00 | 36 | 0.00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 2,735 | 36.75 | 599 | 36.84 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 15 | 3 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 105 | 0.00 | 23 | 0.00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 3,801 | 0.24 | 832 | 0.36 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 1,841 | -0.81 | 403 | -0.74 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 2,233 | 9.03 | 0 | |||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 1,815 | 0.11 | 397 | 0.25 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4,277 | -6.80 | 937 | -6.77 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2,308 | -19.83 | 506 | -19.84 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,965 | -0.56 | 430 | -0.46 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3,001 | -0.13 | 657 | 0.00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 1,442 | -5.81 | 316 | -2.48 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 6,719 | -0.10 | 1,471 | 0.00 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 11,532 | 2.37 | 2,526 | 2.43 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 2,738 | 600 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 5,153 | 0.00 | 1,129 | 0.09 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2,740 | 0.74 | 600 | 0.84 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10,997 | 5.48 | 2,408 | 5.57 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 18,169 | -0.07 | 3,979 | 0.03 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 19,617 | 249.24 | 4,296 | 249.55 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 1,098 | 1.10 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 502 | 0.00 | 110 | 0.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9,740 | -12.97 | 2,133 | -12.90 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 434 | 0.23 | 95 | 1.06 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 1,659 | 0.00 | 363 | 0.00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 86 | 0.00 | 19 | 0.00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 34 | 7 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 170,522 | 48.53 | 37 | 48.00 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 6,403 | 0.06 | 1,402 | 0.14 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3,709 | -2.19 | 812 | -2.05 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 3,010 | 0.00 | 659 | 0.15 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 1,123 | 0.27 | 246 | 0.00 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 2,826 | 66.04 | 619 | 66.13 | ||||
| 2025-07-29 | 13F | Progressive Investment Management Corp | 600 | 0.00 | 131 | 0.00 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 3,532 | 0.00 | 774 | 0.13 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 332 | 0.00 | 73 | 0.00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 100 | 22 | ||||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 32,745 | -7.97 | 7,171 | -7.90 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 14,005 | -36.36 | 3,127 | -36.43 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3,594 | -3.78 | 787 | -3.67 |
