Mga Batayang Estadistika
| Pemilik Institusional | 1049 total, 1047 long only, 0 short only, 2 long/short - change of -3.40% MRQ |
| Alokasi Portofolio Rata-rata | 0.2974 % - change of -15.70% MRQ |
| Saham Institusional (Jangka Panjang) | 22,866,579 (ex 13D/G) - change of 0.84MM shares 3.81% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,994,467 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard World Fund - Vanguard Health Care ETF (US:VHT) memiliki 1049 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 22,866,579 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Green Harvest Asset Management LLC, UBS Group AG, Wells Fargo & Company/mn, Harel Insurance Investments & Financial Services Ltd., LPL Financial LLC, Everett Harris & Co /ca/, Royal Bank Of Canada, and Raymond James Financial Inc .
Struktur kepemilikan institusional Vanguard World Fund - Vanguard Health Care ETF (ARCA:VHT) 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 257.00 / share. Previously, on September 9, 2024, the share price was 283.34 / share. This represents a decline of 9.30% 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 
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 1,681 | 57.25 | 417 | 47.87 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 8,375 | 0.00 | 2,080 | -6.22 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 22,232 | -9.71 | 5,521 | -15.30 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 5,634 | -0.84 | 1,399 | -6.98 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 2,465 | 2.75 | 612 | -3.47 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 24 | 6 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5,624 | 91.29 | 1,397 | 79.43 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 1,863 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 24,574 | -36.21 | 6,103 | -40.16 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 175 | 43 | ||||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 1,391 | 0.00 | 346 | -6.25 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,198 | -14.79 | 794 | -20.04 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3,159 | -48.18 | 785 | -51.15 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 119,011 | 7.35 | 29,555 | 0.42 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 1,633 | -1.39 | 406 | -7.53 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,055 | -22.11 | 1,007 | -26.92 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 16,315 | -6.62 | 4,052 | -12.41 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 162,888 | -4.21 | 40,452 | -10.14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,067 | -11.26 | 762 | -16.74 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 5,229 | -27.26 | 1,299 | -31.79 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 1,998 | 5.49 | 496 | -1.00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 793 | 0.00 | 197 | -6.22 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 1,121 | 0.00 | 278 | -6.08 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 4,975 | 0.51 | 1,235 | -5.73 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1,825 | 453 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 2,500 | 0.00 | 621 | -6.20 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 759,085 | 0.00 | 189 | -6.00 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 2,365 | 0.00 | 587 | -6.23 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 5,580 | 6.86 | 1,386 | 0.22 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 8,648 | -0.57 | 2,148 | -6.73 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4,662 | -7.83 | 1,158 | -13.53 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 863 | 0.00 | 215 | -6.14 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 3,117 | -90.59 | 774 | -91.17 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 27 | 0.00 | 7 | -14.29 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 3,695 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Athena Investment Management | 2,694 | 0.64 | 669 | -5.51 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1,838 | -3.06 | 456 | -8.98 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1,406 | 0.36 | 349 | -5.68 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5,940 | -2.96 | 1,475 | -8.95 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 971 | 0.00 | 241 | -6.23 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11,310 | 29.61 | 2,809 | 21.56 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 60 | 0.00 | 15 | -6.67 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 2,731 | -2.39 | 678 | -8.38 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1,303 | 8.76 | 324 | 1.89 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 25,505 | 10.68 | 6,334 | 3.82 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 19,551 | -9.12 | 4,855 | -14.73 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 1,101 | -24.85 | 273 | -29.46 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 957 | 0.00 | 238 | -6.32 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 5,109 | -1.22 | 1,275 | -6.87 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 1,250 | -9.49 | 311 | -15.07 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,209 | 0.00 | 300 | -6.25 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2,651 | -23.80 | 658 | -28.56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,292 | 2.40 | 4,543 | -3.95 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25,361 | 5.80 | 6,298 | -0.76 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 3,080 | 765 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 1,046 | 0.00 | 260 | -6.16 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 2,576 | 0.00 | 640 | -6.17 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4,807 | 0.19 | 1,194 | -6.06 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2,592 | 0.04 | 644 | -6.13 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 1,252 | -2.34 | 311 | -8.55 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,066 | 0.00 | 513 | -6.04 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 11 | 3 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,346,108 | 30.89 | 334,293 | 22.79 | ||||
| 2025-04-28 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 4,909 | -47.10 | 1,335 | -47.19 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1,685 | 0.18 | 418 | -6.07 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 1,566 | -7.94 | 389 | -13.78 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 23,158 | -5.05 | 5,751 | -10.92 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,141 | -74.13 | 532 | -74.70 | ||||
| 2025-08-12 | 13F | Bokf, Na | 9,422 | -0.04 | 2,340 | -6.25 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 3,947 | 83.92 | 980 | 72.54 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 417 | 0.00 | 104 | -6.36 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4,813 | -36.12 | 1,195 | -40.07 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,251 | -0.71 | 559 | -6.83 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1,132 | 14.57 | 281 | 7.66 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2,963 | -55.85 | 736 | -58.61 | ||||
| 2025-05-28 | NP | SNAV - Mohr Sector Navigator ETF | 8,818 | -58.57 | 2,334 | -53.35 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 5,506 | 1.91 | 1,367 | -4.41 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 7,935 | 41.57 | 1,971 | 32.84 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 9,421 | 6.27 | 2,340 | -0.30 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4 | 1 | ||||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 1,420 | -2.74 | 353 | -8.81 | ||||
| 2025-04-23 | 13F | Chapin Davis, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25,084 | -74.93 | 6,229 | -76.48 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6,692 | -2.16 | 1,662 | -8.23 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 318 | -3.05 | 79 | -9.30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 119,708 | -0.74 | 30 | -6.45 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 4,419 | 6.07 | 1,097 | -0.45 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 1,202 | 0.25 | 298 | -5.99 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 1,953 | -5.24 | 485 | -11.19 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 932 | -97.73 | 231 | -97.88 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 936 | -18.47 | 233 | -17.08 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 12,302 | -65.62 | 3,091 | -66.77 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,120 | 201.89 | 278 | 183.67 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 874 | 9.80 | 231 | 14.93 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 39 | 0.00 | 10 | -10.00 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 10,898 | 28.48 | 3 | 0.00 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 17,015 | 15.97 | 4,226 | 8.78 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 117 | -87.09 | 29 | -87.87 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 910 | 0.00 | 226 | -6.25 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 70 | 17 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 3,617 | -5.86 | 898 | -11.70 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4,534 | 0.22 | 1,126 | -6.02 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 2,984 | -2.86 | 741 | -8.86 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 1,355 | 0.07 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 778 | -6.94 | 193 | -12.67 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 947 | -9.64 | 235 | -15.16 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 2 | 0 | ||||||
| 2025-08-12 | 13F | Hikari Tsushin, Inc. | 19,016 | 0.00 | 4,722 | -6.20 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 29,513 | 0.69 | 7,329 | -5.54 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 1,505 | 374 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1,236 | -14.88 | 307 | -20.31 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 1,641 | -5.64 | 408 | -11.52 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1,192 | 0.25 | 296 | -6.05 | ||||
| 2025-05-12 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 140 | 0.00 | 35 | -8.11 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 308 | 0.00 | 76 | -6.17 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 421 | 0.00 | 105 | -6.31 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 1,108 | 0.00 | 275 | -6.14 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 1,407 | -0.14 | 349 | -6.18 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1,043 | -3.60 | 259 | -9.44 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2,283 | 0.00 | 567 | -6.29 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 7,318 | -23.52 | 1,817 | -28.24 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 22,663 | -48.65 | 6,161 | -48.73 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1,425 | 0.56 | 354 | -5.87 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 146 | 0.00 | 36 | -5.26 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 574 | 0.00 | 143 | -5.96 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 6,035 | -4.98 | 1,499 | -10.89 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 153 | -3.16 | 38 | -7.50 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 410 | 0.00 | 102 | -12.17 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9,120 | -44.21 | 2,265 | -47.68 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 57,805 | 30.21 | 14,355 | 22.15 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 1,204 | 0.00 | 299 | -5.97 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 15,064 | -0.66 | 3,741 | -6.83 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 1,125 | 5.34 | 279 | -1.06 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 130 | 0.78 | 32 | -8.57 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 1,074 | 0.00 | 267 | -6.34 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 33 | -2.94 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 5,039 | 1.25 | 1,251 | -5.01 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 185 | 12.80 | 46 | 4.65 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 24 | 0.00 | 6 | -16.67 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 7,068 | -2.58 | 1,755 | -8.59 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 808 | 0.00 | 201 | -6.10 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 18,156 | 2.26 | 4,509 | -4.09 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4,604 | -23.67 | 1,143 | -28.38 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 99 | 0.00 | 25 | -7.69 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 37,511 | 0.22 | 9,315 | -5.99 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 11,212 | -24.17 | 2,786 | -28.86 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 20,650 | -20.33 | 5,128 | -25.26 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 53,666 | 4.23 | 13,327 | -2.23 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 888 | -18.38 | 221 | -23.61 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 830 | -12.63 | 206 | -17.93 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4,973 | -6.24 | 1,235 | -12.04 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 152 | 0.00 | 38 | -7.50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,738 | -3.39 | 680 | -5.56 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 28,700 | 7 | ||||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 1,637 | -0.12 | 407 | -6.24 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 14,471 | -5.87 | 4 | -25.00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 2,548 | 0.28 | 633 | -5.95 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 3,825 | 19.12 | 950 | 11.65 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 275 | -2.48 | 68 | -8.11 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 1,025 | 0.00 | 255 | -6.27 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 510 | -15.98 | 127 | -21.25 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7,156 | 0.62 | 1,777 | -5.58 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 967 | 0.31 | 240 | -5.88 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 25,820 | -1.29 | 6,412 | -0.05 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,797 | -3.78 | 943 | -9.67 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 5,282 | 1,312 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 20 | 0.00 | 5 | -20.00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 265 | 0.00 | 66 | -7.14 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 1,062 | 0.00 | 264 | -6.41 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 259 | 0.00 | 64 | -5.88 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1,350 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 58,812 | 6.36 | 14,605 | -0.23 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 164,457 | -2.15 | 40,841 | -8.20 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 1,172 | 0.26 | 291 | -6.15 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 26,755 | -1.48 | 7,083 | 2.80 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 26 | 0.00 | 6 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,117 | -17.74 | 1 | -100.00 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 4,001 | -19.61 | 993 | -24.60 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1,883 | -16.27 | 468 | -21.51 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 2,951 | -0.24 | 733 | -6.51 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 381,747 | -16.52 | 94,659 | -21.84 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,894 | 1.30 | 3,202 | -4.96 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 70,997 | -0.53 | 17,631 | -6.69 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 933 | 232 | ||||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 1,150 | -17.44 | 286 | -22.55 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 2,889 | -1.80 | 717 | -7.84 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 9,100 | -4.06 | 2,260 | -10.00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 18 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 5,344 | 2.79 | 1,327 | -3.56 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3,516 | 873 | ||||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 6,283 | -5.19 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 1,001 | -5.48 | 249 | -11.43 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2,663 | -6.86 | 661 | -12.57 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1,425 | 3.41 | 347 | 2.36 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 965 | 0.00 | 243 | -5.10 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 91 | 0.00 | 23 | -8.33 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,249 | -7.69 | 0 | |||||
| 2025-07-16 | 13F | First American Bank | 5,233 | 1,300 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 1,140 | 0.26 | 283 | -5.98 | ||||
| 2025-04-28 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 11,685 | -49.05 | 3,177 | -49.13 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1,188 | -3.26 | 295 | -9.23 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 3,487 | -0.03 | 848 | -2.53 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 156 | 0.00 | 39 | -7.32 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 912 | 226 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 40 | 0.00 | 10 | -10.00 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 3,228 | 855 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 564 | 0.00 | 140 | -6.04 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 40 | 0.00 | 11 | 0.00 | ||||
| 2025-05-05 | 13F | Hollencrest Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 4,786 | -5.30 | 1,189 | -11.21 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,514 | -3.01 | 624 | -9.04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,760 | -30.13 | 437 | -34.38 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 26,792 | -7.42 | 6,687 | -12.71 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 485 | 0.41 | 121 | -5.51 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4,663 | 1.68 | 1,158 | -4.61 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 30 | 0.00 | 7 | 0.00 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 10,199 | -6.89 | 2,533 | -12.66 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 4,626 | 5.06 | 1,149 | -1.46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 65,622 | -8.32 | 16,297 | -13.99 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 16,746 | 1,937.23 | 4,159 | 1,816.13 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 26,901 | -0.37 | 6,686 | -6.62 | ||||
| 2025-04-08 | 13F | Fifth Third Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 26,505 | 2,943.05 | 6,582 | 2,761.74 | ||||
| 2025-04-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 8,865 | 0.00 | 2,410 | -0.17 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 851 | -15.49 | 211 | -20.68 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2,798 | 2.57 | 697 | -3.60 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26,073 | -0.07 | 6,475 | -6.25 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 3,146 | -7.80 | 781 | -13.51 | ||||
| 2025-07-17 | 13F | City Holding Co | 248 | -4.25 | 62 | -10.29 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 5,247 | 0.02 | 1,303 | -6.12 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 23,580 | 11.27 | 6,242 | 16.11 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4,536 | 90.83 | 1 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 2,374 | 0.00 | 590 | -6.21 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 45,823 | -0.33 | 11,380 | -6.50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43,343 | -2.47 | 10,764 | -8.51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 90,550 | 100.78 | 22,487 | 88.35 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 19,179 | -1.80 | 5 | -20.00 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 4,359 | 25.98 | 1,082 | 18.25 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 825 | -10.03 | 204 | -11.30 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 1,217 | 14.70 | 302 | 7.86 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 5 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 3,182 | 0.00 | 790 | 1.28 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 19,178 | -0.18 | 4,748 | 2.17 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 1,137 | 0.26 | 282 | -6.00 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 1,856 | 7.22 | 461 | 0.44 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,946 | 9.10 | 1,973 | 2.33 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 405,130 | 39.76 | 101 | 31.58 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 1,311 | 347 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 55,414 | 52.77 | 13,695 | 43.51 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 948 | 0.00 | 235 | -6.00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 3,117 | -19.19 | 774 | -24.19 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 509 | 0.00 | 126 | -5.97 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 417 | 206.62 | 103 | 186.11 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 2,795 | -7.73 | 694 | -13.36 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 21,032 | 3.02 | 5,223 | -3.35 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5,406 | -16.73 | 1,343 | -21.89 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 33,298 | 0.70 | 8,268 | -5.54 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 335 | 0.00 | 83 | -5.68 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 4,169 | 0.53 | 1,035 | -5.65 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 1,296 | 0.31 | 322 | -6.14 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 1,578 | -84.21 | 392 | -85.18 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 2,098 | 0.29 | 521 | -5.79 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 2,195 | -4.98 | 545 | -10.80 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 3,191 | -2.48 | 792 | -8.55 | ||||
| 2025-08-12 | 13F | Main Management LLC | 64,208 | -3.25 | 16 | -11.76 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12,612 | -9.73 | 3,132 | -15.31 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6,808 | 3.26 | 1,691 | -3.15 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2,320 | -4.88 | 576 | -10.70 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 116,919 | -2.80 | 29,036 | -8.82 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 340 | 0.00 | 84 | -6.67 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 548 | -1.97 | 136 | -7.48 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 2,022 | -1.22 | 502 | -7.21 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37,964 | 8.09 | 9,428 | 1.41 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 20,105 | -3.98 | 4,993 | -9.94 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 7,511 | -9.43 | 2 | -50.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 751,701 | -0.95 | 186,678 | -7.08 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5,354 | 1.46 | 1,330 | -4.87 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,389 | -10.93 | 1,587 | -16.44 | ||||
| 2025-08-04 | 13F | Gray Foundation | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,258 | -5.78 | 809 | -11.58 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 139 | -42.80 | 35 | -46.87 | ||||
| 2025-04-28 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 3,681 | -48.91 | 1,001 | -49.01 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 2,260 | -4.24 | 561 | -10.10 | ||||
| 2025-08-05 | 13F | ALM First Financial Advisors, LLC | 1,389 | 0.00 | 281 | -6.02 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1,610 | 28.80 | 400 | 20.91 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 1,360 | -93.14 | 338 | -93.57 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 6,044 | -4.73 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 117 | 29 | ||||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 298 | 0.00 | 74 | -5.13 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 44,069 | 9.21 | 10,944 | 2.45 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 24,774 | -1.80 | 6,152 | -7.88 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 2,105 | -6.32 | 523 | -12.12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 22,611 | 22.95 | 5,615 | 15.35 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 9,406 | 31.20 | 2,336 | 23.09 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,331 | 0.81 | 1,820 | -5.41 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 13,987 | -0.55 | 3,474 | -6.72 | ||||
| 2025-08-13 | 13F | ESG Planning | 9,421 | -21.72 | 2,340 | -26.59 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 100 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 12,924 | -3.65 | 3,209 | -9.61 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18,962 | -3.22 | 4,709 | -9.20 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6,318 | 2.85 | 1,569 | -3.51 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9,106 | -6.62 | 2,261 | -12.40 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 5,847 | -2.66 | 1,452 | -8.68 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,455 | 135.25 | 2,100 | 124.73 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 992 | 3.55 | 246 | -2.77 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 1,558 | -14.82 | 379 | -18.32 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,095 | -65.02 | 272 | -67.27 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 120 | 0.84 | 30 | -6.45 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1,193 | 296 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 1,302 | 0.31 | 324 | 3.85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,255 | 4.42 | 1,057 | -2.04 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 2,211 | -1.95 | 549 | -8.05 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1,606 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 4,155 | 3.67 | 1,032 | -2.83 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1,659 | -18.40 | 412 | -23.42 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 9,265 | -18.10 | 2,301 | -23.18 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1,210 | 2.20 | 301 | -4.15 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 1,165 | 0.00 | 289 | -6.17 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 806 | 0.37 | 200 | -5.66 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12,295 | 13.61 | 3,053 | 6.60 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 281 | 0.00 | 70 | -6.76 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 836 | 0.12 | 208 | -6.33 | ||||
| 2025-05-12 | 13F/A | Smart Money Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 3,085 | -27.75 | 766 | -32.21 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 35 | 0.00 | 9 | -11.11 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 284 | 0.00 | 71 | -6.67 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 6,005 | -16.48 | 1,491 | -21.65 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 143,046 | 48.37 | 35,524 | 39.18 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 29,309 | -0.22 | 7,326 | 2.39 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 54 | 1.89 | 13 | -7.14 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 39,977 | 0.40 | 9,928 | -5.82 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 2,982 | 0.03 | 740 | -6.21 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59,832 | 2.72 | 14,956 | -3.00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 1,856 | 7.47 | 461 | 0.66 | ||||
| 2025-08-14 | 13F | Nicholas Investment Partners, LP | 38,050 | 9,449 | ||||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 2,454 | -2.70 | 609 | -8.70 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,545 | -5.10 | 384 | -11.14 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,602 | 6.33 | 2,136 | -0.23 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 894 | 0.00 | 222 | -5.93 | ||||
| 2025-04-28 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 12,923 | -45.47 | 3,513 | -45.55 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 61,526 | 45.99 | 15,279 | 36.95 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 167 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 105,448 | -2.82 | 26,187 | -8.84 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3,335 | -52.76 | 828 | -53.74 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 2,352 | -1.88 | 584 | -7.89 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 20,880 | 0.38 | 5,185 | -5.83 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8,726 | -7.21 | 2,167 | -12.98 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 895 | 0.00 | 222 | -5.93 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 982 | -10.97 | 261 | -12.42 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,214 | -0.10 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 913,953 | -3.13 | 226,971 | -9.12 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 154,915 | 5.72 | 38,472 | -0.82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 13,142 | 222.19 | 3,264 | 202.41 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 3,484 | -45.53 | 865 | -48.91 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 435 | 0.23 | 108 | -5.26 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 194 | 0.00 | 48 | -5.88 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4,066 | 183.54 | 1,010 | 166.23 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 25 | 0.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10,300 | 2,558 | ||||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 1,575 | 0.00 | 391 | -6.01 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 426 | 0.00 | 103 | -8.93 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 470 | 0.00 | 117 | -8.66 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 310 | -41.51 | 77 | -45.71 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 1,037 | 258 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 24 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,159 | 20.59 | 1,033 | 15.18 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 152 | -11.11 | 38 | -17.78 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4,355 | 2.13 | 1,082 | -4.16 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 1,000 | 0.00 | 250 | 0.40 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 2,386 | -9.42 | 593 | -15.06 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 857 | 0.00 | 213 | -6.19 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 1,500 | 17.19 | 381 | 5.26 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 1,950 | 0.00 | 484 | -6.20 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 113 | -53.69 | 28 | -56.25 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 2,249 | 0.00 | 559 | -6.22 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1,546 | 47.52 | 384 | 38.27 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 342 | 0.29 | 85 | -5.56 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 20 | 17.65 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 378 | -11.68 | 94 | -17.70 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,934 | -0.87 | 480 | -6.98 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 5,578 | 10.13 | 1,390 | 12.02 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 38,031 | -3.25 | 9,414 | -9.53 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 3,798 | 0.00 | 943 | -6.17 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 846 | -61.67 | 204 | -62.98 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3,313 | 0.06 | 823 | -6.16 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 855 | 212 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 881 | 0.00 | 219 | -6.44 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34,964 | 42.89 | 8,683 | 34.04 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 20,700 | 19.65 | 5,141 | 12.25 | |||
| 2025-05-06 | 13F | Zevin Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 9,900 | 26.92 | 2,459 | 19.09 | |||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 300 | 0.00 | 75 | -6.33 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1,010 | 0.00 | 250 | -2.34 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 1,370 | 42.12 | 340 | 33.33 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 1,024 | 0.00 | 271 | 4.63 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4,989 | -5.30 | 1,239 | -11.19 | ||||
| 2025-04-28 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 13,920 | -46.97 | 3,784 | -47.05 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 2,291 | 0.00 | 569 | -6.11 | ||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1,573 | -1.99 | 391 | -8.02 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6,557 | 1,628 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 29,661 | 148.33 | 7,366 | 133.03 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 3,348 | 3.72 | 831 | -2.69 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 38,072 | 193.95 | 9,455 | 175.79 | ||||
| 2025-06-26 | NP | MSTQX - Morningstar U.S. Equity Fund | 250,665 | -5.13 | 64,143 | -10.34 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1,554 | 386 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 59,477 | -23.47 | 14,771 | -28.21 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 21 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 530 | 0.95 | 132 | -5.07 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 198 | 0.00 | 49 | -5.77 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 844 | -6.01 | 0 | |||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 738,001 | -0.81 | 183,275 | -6.95 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 6,229 | -1.21 | 1,548 | -7.31 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 874 | 220 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7,023 | 7.93 | 1,744 | 1.28 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 1,251 | -0.24 | 311 | -6.63 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 510 | 0.00 | 127 | -6.67 | ||||
| 2025-07-16 | 13F | American National Bank | 990 | 0.00 | 246 | -6.49 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8,901 | 125.80 | 2,210 | 111.89 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,357 | -19.42 | 585 | -24.42 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 3,045 | 0.00 | 756 | -6.20 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 5,264 | -6.78 | 1,307 | -12.58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 301,549 | -2.06 | 74,887 | -8.13 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,486 | 10.32 | 369 | 7.92 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2,152 | -10.18 | 534 | -15.77 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 1,194 | -7.73 | 297 | -8.92 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 473 | -33.29 | 117 | -37.43 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 250 | 0.00 | 62 | -6.06 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 3,578 | -2.69 | 889 | -8.74 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 85,520 | -27.52 | 21,238 | -32.01 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 3,202 | 0.00 | 795 | -6.14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-09 | 13F | Inspirion Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,168 | -1.50 | 539 | -7.56 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11,122 | 2.71 | 2,762 | -3.66 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 2,421 | 0.08 | 601 | -6.09 | ||||
| 2025-05-02 | 13F | Ascent Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 132 | 33 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 104 | 8.33 | 0 | |||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 1,126 | 0.00 | 280 | -6.38 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1,249 | -24.94 | 310 | -29.55 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 900 | -22.55 | 238 | -19.05 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,031 | -15.91 | 256 | -20.99 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 1,247 | -29.39 | 310 | -33.83 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22,689 | -3.78 | 5,634 | -9.74 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 2,719 | 5.55 | 675 | -0.88 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,378 | -4.04 | 342 | -10.00 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1,098 | 0.00 | 273 | -6.21 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 128,136 | -3.45 | 31,821 | -5.48 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 3,700 | 0.00 | 919 | -6.23 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 622 | -4.01 | 150 | -12.28 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 10,651 | 3.48 | 2,645 | -2.90 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 299 | 0.00 | 74 | -6.33 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 2,810 | 0.00 | 698 | -6.19 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 3,733 | 0.46 | 927 | -7.76 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5,024 | -0.42 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 1,350 | 335 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 6,910 | -48.47 | 1,716 | -51.65 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 300 | 0.00 | 75 | -6.33 | ||||
| 2025-08-01 | 13F | First National Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lpwm Llc | 2,844 | -8.29 | 706 | -13.90 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1,038 | 258 | ||||||
| 2025-07-02 | 13F | Marotta Asset Management | 66,959 | 1.76 | 16,628 | -10.45 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 5,255 | -4.21 | 1,305 | -10.12 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,213 | -38.89 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 15,086 | 0.33 | 3,746 | -5.88 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 9,041 | -1.92 | 2,245 | -7.99 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 3,050 | 0.00 | 757 | -6.20 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1,404 | 0.00 | 349 | -6.20 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 12 | 3 | ||||||
| 2025-08-11 | 13F | North Forty Two & Co. | 6,112 | -0.71 | 1,518 | -6.88 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 1,975 | -10.06 | 490 | -15.66 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 1,152 | 0.17 | 286 | -5.92 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 2,148 | -9.02 | 533 | -14.72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 250,874 | 2.33 | 62,302 | -4.01 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1,075 | -1.29 | 267 | -7.64 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 75 | 0.00 | 19 | -5.26 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1,411 | -14.54 | 350 | -19.91 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 1,199 | 0.00 | 298 | -6.31 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1,467 | -70.19 | 364 | -72.04 | ||||
| 2025-04-28 | NP | JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 | 10,969 | -46.88 | 2,982 | -46.98 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 5,830 | 0.00 | 1,448 | -6.22 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 1,175 | -12.31 | 292 | -17.80 | ||||
| 2025-08-11 | 13F | Mcintyre Freedman & Flynn Investment Advisers Inc | 4,405 | 0.00 | 1,094 | -6.26 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,775 | 0.05 | 937 | -6.11 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 17,986 | -7.79 | 4,467 | -13.50 | ||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 1,061 | 0.00 | 263 | -6.07 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10,011 | 3.89 | 2,486 | -2.55 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1,335 | 0.38 | 331 | -5.97 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 99,269 | 27.92 | 24,652 | 20.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 25,506 | 2.81 | 6,334 | -3.55 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 121 | 0.00 | 30 | -6.25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,919,086 | 30.54 | 476,586 | 22.46 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 932 | 0.00 | 231 | -6.10 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 4,300 | -43.42 | 1,068 | -46.94 | |||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 173,317 | 33.50 | 43 | 26.47 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 2,178 | 1.87 | 541 | -4.42 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 9,900 | 125.00 | 2,459 | 111.17 | |||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 3,961 | 0.00 | 984 | -6.20 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 12,187 | 3,027 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 1,038 | 0.39 | 258 | -5.86 | ||||
| 2025-04-28 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 1,754 | -43.60 | 477 | -43.74 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 843 | -37.42 | 212 | -36.45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 45,329 | -0.90 | 11,257 | -7.04 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 1,274 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 1,262 | 0.00 | 313 | -6.29 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 1,000 | 0.00 | 248 | -6.06 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 1,255 | -17.43 | 0 | |||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 3,653 | 0.00 | 907 | -6.20 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2,362 | -11.34 | 587 | -16.88 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 2,383 | -3.33 | 592 | -4.98 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 61 | -63.91 | 15 | -65.91 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 29 | 0.00 | 7 | 0.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 2,252 | -90.49 | 559 | -91.08 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 15,904 | 1.11 | 3,950 | -5.16 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 1,395 | -34.78 | 346 | -38.87 | ||||
| 2025-04-16 | 13F | Pps&v Asset Management Consultants, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 9,047 | 0.13 | 2,247 | -6.06 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,814 | -5.18 | 450 | -11.07 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 83 | 21 | ||||||
| 2025-04-28 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 15,408 | -44.21 | 4,189 | -44.29 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 24,050 | -3.15 | 5,973 | -9.14 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 65,150 | -6.98 | 16,179 | -12.74 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 78 | 19 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 240 | 0.00 | 60 | -6.35 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4,259 | 0.31 | 1,058 | -5.96 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 80 | 0.00 | 20 | -9.52 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 1,122 | 0.00 | 279 | -6.40 | ||||
| 2025-07-31 | 13F | City State Bank | 7,340 | -7.70 | 1,823 | -13.44 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 16,057 | -1.38 | 3,987 | -7.49 | ||||
| 2025-04-17 | 13F | Sfm, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 489 | 0.00 | 121 | -6.20 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 46,846 | -5.53 | 11,634 | -11.38 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22,346 | -2.54 | 5,549 | -8.58 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Amundi | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 49,518 | 1.98 | 12,297 | -4.33 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6,272 | 20.45 | 1,558 | 12.99 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 985 | 19.39 | 245 | 11.93 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 3,897 | 0.39 | 968 | -5.84 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 36,039 | -28.87 | 8,950 | -33.28 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 76,997 | 1.55 | 19,122 | -4.74 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 59 | 0.00 | 15 | -6.67 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 716 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Fusion Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3,188 | -1.18 | 792 | -7.27 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1,463,503 | -1.40 | 363,447 | -7.50 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 21,845 | -1.50 | 5,425 | -7.58 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2,775 | 0.00 | 689 | -6.13 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 319 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 1,565 | 0.00 | 389 | -6.28 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 989 | 0.41 | 246 | -5.77 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 12,678 | -25.87 | 3,148 | -30.46 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 709 | -23.52 | 176 | -28.57 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 4,548 | -10.35 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1,445 | 2.19 | 359 | -4.28 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 985 | 8.84 | 0 | |||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 238 | 59 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 4,559 | 0.66 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 418,990 | -6.32 | 104,052 | -12.12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8,400 | -2.33 | 2,086 | -8.35 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 37,923 | 88.11 | 9,418 | 76.48 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 11,106 | -0.13 | 2,758 | -6.29 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1,575 | 16.15 | 391 | 8.91 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 4,500 | -59.09 | 1,118 | -61.64 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 1,322 | 35.45 | 328 | 27.13 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5,419 | -2.73 | 1,346 | -8.75 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1,500 | -15.82 | 373 | -21.02 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,182 | -11.92 | 294 | -17.46 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 10,668 | 21.50 | 2,649 | 13.98 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 1,721 | -0.58 | 433 | 1.41 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,046 | 0.00 | 260 | -6.16 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 320,144 | 81 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 500 | 36.61 | 124 | 29.17 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11,337 | 45.14 | 2,815 | 36.19 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 983 | 0.10 | 244 | -6.18 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 19 | 11.76 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 12,102 | -1.81 | 3,005 | -7.88 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 106 | 0.00 | 26 | -7.14 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 115 | 28 | ||||||
| 2025-08-14 | 13F | Chai Trust Co Llc | 63,246 | 0.34 | 15,707 | -5.87 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4,619 | 146.74 | 1,147 | 131.72 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 910 | 0.00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,140 | 0.00 | 283 | -5.98 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 3,000 | 0.00 | 745 | -6.17 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 887 | -10.58 | 220 | |||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 1,723 | -22.28 | 428 | -27.13 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 12,490 | 0.33 | 3,099 | -5.98 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2,135 | 0.00 | 530 | -6.19 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 914 | -2.56 | 227 | -8.87 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2,421 | -73.15 | 601 | -74.82 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 2,531 | -11.29 | 629 | -16.82 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 155 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1,858 | -6.49 | 461 | -12.19 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 236 | 0.00 | 59 | -6.45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1,173 | 291 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,797 | -4.72 | 446 | -10.62 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 60 | 20.00 | 15 | 7.69 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 25 | 0.00 | 6 | 0.00 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2,004 | -7.56 | 498 | -13.26 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 975 | -0.41 | 241 | -3.23 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1,424 | -24.54 | 356 | -23.93 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 1,319 | 349 | 462.90 | |||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 1,391 | -2.66 | 345 | -8.73 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 61 | 12.96 | 15 | 7.14 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 42,235 | 75.13 | 10,489 | 64.29 | ||||
| 2025-08-01 | 13F | Hikari Power Ltd | 9,280 | 0.00 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 1,158 | -3.42 | 288 | -9.46 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 25 | 6 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 117 | 0.00 | 29 | -6.45 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1,793 | 444 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 6,025 | 1,528 | ||||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 1,470 | -2.71 | 365 | -8.75 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 316 | 0.00 | 78 | -6.02 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10,043 | -22.31 | 2,494 | -19.78 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 9,827 | -73.89 | 2,437 | -75.54 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7,657 | -50.81 | 1,902 | -53.87 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 2,610 | 4.32 | 648 | -2.11 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 6,702 | -26.37 | 1,664 | -30.93 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17,509 | 9.68 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | James Hambro & Partners | 3,915 | -12.32 | 972 | -17.77 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 63,490 | 9.67 | 15,767 | 2.88 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 289 | 11.15 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 50 | 0.00 | 12 | -7.69 | ||||
| 2025-08-08 | 13F | Creative Planning | 76,878 | 4.04 | 19,092 | -2.41 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 4,563 | 525.93 | 1,133 | 487.05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 22,982 | -1.12 | 5,707 | -1.94 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 21,927 | 5.04 | 5,445 | -1.47 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 29,477 | 2.64 | 7,320 | -3.71 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 19,009 | -9.26 | 4,721 | -14.88 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 1,711 | 0.00 | 425 | -6.19 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 45 | 181.25 | 11 | 175.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 251 | 0.40 | 62 | -6.06 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 62 | -56.34 | 15 | -59.46 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 1,428 | -0.90 | 355 | -7.09 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 96,193 | 1.02 | 24 | -8.00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 12,543 | 13.90 | 3,115 | 6.83 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1,446 | -41.34 | 359 | -44.94 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6,328 | -45.93 | 1,571 | -49.29 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 11,817 | -0.92 | 2,935 | -7.06 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 248,775 | -5.25 | 62 | -11.59 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9,847 | -3.78 | 2,446 | -9.75 | ||||
| 2025-05-15 | 13F | Westshore Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 3,262 | -1.09 | 810 | -7.22 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 19,488 | -2.27 | 4,840 | -8.32 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,860 | -33.95 | 2,945 | -37.11 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2,233 | -64.32 | 554 | -66.55 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 712 | -14.63 | 177 | -20.00 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 27,976 | 1.45 | 6,957 | -5.66 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 72 | -67.12 | 18 | -67.86 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 5,370 | 109.77 | 1,333 | 96.90 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 27,826 | -0.01 | 6,910 | -6.20 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 23,648 | -82.35 | 5,874 | -81.48 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4,499 | -7.33 | 1,117 | -13.07 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 308 | 0.00 | 74 | -8.64 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 1,230 | 305 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 819 | 204 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 9,044 | 0.00 | 2,246 | -6.22 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 2,320 | 0.04 | 576 | -6.04 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1,220 | -20.88 | 307 | -19.63 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 3,799 | -57.56 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 3,033 | 753 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 909 | 241 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 27,758 | 8.43 | 6,893 | 1.71 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 8 | 2 | ||||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 1,300 | 0.00 | 328 | -0.30 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2,899 | 3.91 | 720 | -2.44 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 142 | 0.00 | 35 | -5.41 |
