Mga Batayang Estadistika
| Pemilik Institusional | 340 total, 339 long only, 0 short only, 1 long/short - change of 3.01% MRQ |
| Alokasi Portofolio Rata-rata | 0.1898 % - change of -12.58% MRQ |
| Saham Institusional (Jangka Panjang) | 12,619,685 (ex 13D/G) - change of 0.11MM shares 0.91% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,196,916 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF (US:VIOO) memiliki 340 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 12,619,685 saham. Pemegang saham terbesar meliputi Orgel Wealth Management, LLC, Bank Of America Corp /de/, Morgan Stanley, Mariner, LLC, Raymond James Financial Inc, Cerity Partners LLC, UBS Group AG, Ameriprise Financial Inc, Wells Fargo & Company/mn, and LPL Financial LLC .
Struktur kepemilikan institusional Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF (ARCA:VIOO) 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 2, 2025 is 108.56 / share. Previously, on September 3, 2024, the share price was 104.18 / share. This represents an increase of 4.20% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 43,236 | 10.41 | 4,377 | 15.80 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,040 | 713 | ||||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 7,468 | 17.66 | 756 | 23.37 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 5,320 | -7.56 | 539 | -3.06 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10,926 | 32.98 | 1,106 | 39.65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 550 | 15.06 | 56 | 19.57 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 19,380 | -0.78 | 1,993 | 3.96 | ||||
| 2025-05-08 | 13F | 360 Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 201,953 | -11.57 | 20,444 | -7.24 | ||||
| 2025-07-31 | 13F | City State Bank | 50 | 0.00 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 38,914 | -12.31 | 3,945 | -7.39 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 2,253 | 0.00 | 228 | 5.07 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13,332 | 1,350 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 52,302 | -9.67 | 5,294 | -5.24 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 13,313 | -15.16 | 1,348 | -11.03 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 7,575 | 1 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 8,298 | 0.00 | 840 | 5.00 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 6,827 | -15.70 | 691 | -11.52 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 3,109 | -1.46 | 315 | 3.29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 36,606 | -0.29 | 3,706 | 4.60 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,812 | 0.00 | 487 | 4.96 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5,956 | 0.00 | 603 | 4.88 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,043 | -5.70 | 106 | -0.94 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 230,880 | 17.55 | 23,372 | 23.29 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 15,597 | 11.22 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 998 | 0.00 | 101 | 4.17 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 10,934 | 0.00 | 1,107 | 4.83 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 53,792 | 5 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 174 | 17,300.00 | 18 | -5.56 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 27,814 | -27.88 | 2,816 | -24.37 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 125,867 | 1,476.10 | 12,742 | 1,554.68 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 61 | 0.00 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 87,956 | 0.00 | 8,904 | 4.89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 615,419 | -1.96 | 62,299 | 2.84 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 7,314 | -0.88 | 740 | 3.93 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 5,753 | -48.31 | 582 | -45.81 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 607 | 0.00 | 61 | 22.00 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 30,184 | 16.94 | 3,056 | 22.64 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 8,008 | 1.26 | 811 | 6.16 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2,447 | -12.07 | 248 | -7.84 | ||||
| 2025-08-12 | 13F | Bokf, Na | 5,538 | 40.99 | 561 | 47.76 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 11,135 | 0.00 | 1,127 | 4.93 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 | 1 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 165 | -82.70 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 28,319 | -1.47 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 418,340 | 5.57 | 42,348 | 10.73 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3,400 | 6.25 | 344 | 11.69 | |||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 36,227 | -27.36 | 3,667 | -23.81 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 600 | 20.00 | 61 | 25.00 | |||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 3,969 | 5.73 | 402 | 10.77 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 39,403 | 25.08 | 3,989 | 31.18 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 68 | 0.00 | 7 | -14.29 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,508 | 0.00 | 558 | 4.90 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2,349 | 3.03 | 238 | 7.73 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4,521 | -25.59 | 458 | -22.01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7,078 | -0.60 | 716 | 9.15 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 17,225 | 1,744 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 10 | -64.29 | 1 | -50.00 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 3,286 | 26.19 | 333 | 32.27 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 24 | -92.00 | 2 | -92.86 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 331 | -18.27 | 33 | -15.38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10,360 | 135.45 | 1,049 | 147.17 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11,098 | 1 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 280 | 0.00 | 28 | 3.70 | ||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,382 | 444 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,053 | -37.87 | 613 | -34.89 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | Call | 61 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 9 | 0.00 | 1 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 493 | 0.00 | 50 | 4.26 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 17,377 | -0.39 | 1,759 | 4.52 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3,022 | -11.53 | 306 | -7.29 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Mitsubishi UFJ Asset Management (UK) Ltd. | 95,800 | -23.24 | 10 | -25.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 542 | 15.57 | 55 | 20.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 81,258 | 1.68 | 8,226 | 6.64 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 50 | 0.00 | 5 | 25.00 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 27 | 0 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 26,563 | 351.21 | 2,689 | 373.24 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 208 | 0.00 | 21 | 5.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 168 | 0.00 | 18 | 6.25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 340,064 | -11.08 | 34,425 | -6.83 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 4,133 | 0.00 | 418 | 5.03 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 3,043 | 308 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 26 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 36 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 40,057 | -0.18 | 4,055 | 4.70 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,757 | -0.21 | 1,190 | 4.66 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15,142 | -16.66 | 1,533 | -12.61 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 491 | 1.66 | 50 | 6.52 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 198 | 16.47 | 20 | 25.00 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 5,962 | 0.00 | 604 | 4.87 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 152,172 | -1.89 | 15,404 | 2.91 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 40,506 | -5.36 | 4 | 0.00 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 13,717 | -19.60 | 1,389 | -15.67 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 437 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2,076 | 0.00 | 210 | 5.00 | ||||
| 2025-08-11 | 13F | Eq Llc | 22,493 | -37.80 | 2,277 | -34.77 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 6,188 | 0.00 | 626 | 4.86 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,068 | 209 | ||||||
| 2025-08-08 | 13F | Creative Planning | 274,709 | 1.82 | 27,809 | 6.80 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 238 | 24 | ||||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 4,160 | 0.00 | 421 | 4.99 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4,300 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 136,836 | 95.00 | 13,852 | 104.53 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 212 | 0.00 | 21 | 5.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,072 | 0.00 | 108 | 4.85 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 27,075 | 0.39 | 2,741 | 5.30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,395 | 287.50 | 141 | 314.71 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23,827 | 159.10 | 2,412 | 171.93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28,697 | 0.49 | 2,905 | 5.41 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,619 | -7.49 | 0 | |||||
| 2025-08-05 | 13F | Snider Financial Group | 6,451 | 1.67 | 653 | 6.70 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 270 | 0.00 | 27 | 3.85 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Huntington National Bank | 25 | -11.11 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 150 | -93.48 | 15 | -93.21 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 584 | 0.00 | 59 | 5.36 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5,179 | 0.00 | 524 | 5.01 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 165,410 | -1.02 | 16,744 | 3.83 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 2,223 | 0.00 | 225 | 5.14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 61,914 | 9.89 | 6,267 | 15.27 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 75,112 | -0.65 | 7,604 | 4.21 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 3,120 | 0.00 | 316 | 4.65 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 26,811 | 9.67 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 787 | 80 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1,267 | -11.71 | 128 | -7.25 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 148 | -94.70 | 15 | -94.42 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 376 | 9.30 | 38 | 15.15 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4,580 | 43.12 | 464 | 50.32 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 20 | 0.00 | 2 | 100.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 220 | -37.50 | 22 | -33.33 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 11,401 | -2.25 | 1,154 | 2.58 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 2,446 | -14.86 | 248 | -10.83 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2,400 | 243 | ||||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 3,894 | -9.46 | 394 | -5.06 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 177,239 | 16.63 | 17,942 | 22.33 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6,230 | -3.58 | 631 | 1.12 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5,902 | -17.50 | 597 | -13.48 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 42,403 | -8.59 | 4,292 | -4.13 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 23,455 | 25.68 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12,975 | 12.78 | 1,313 | 18.29 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 46 | 0.00 | 5 | 0.00 | ||||
| 2025-07-16 | 13F | First American Bank | 24,045 | 0.00 | 2,434 | 4.91 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 39 | 4 | ||||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 42,197 | -1.55 | 4,272 | 3.26 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2,539 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 265,116 | 2.78 | 26,838 | 7.80 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 226 | 0.00 | 23 | 4.76 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4,476 | -3.28 | 453 | 1.57 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 8,850 | -2.85 | 896 | 1.82 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,030 | -0.32 | 408 | 4.62 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 2,208 | 0.00 | 223 | 4.69 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 2,457 | 0.00 | 249 | 4.64 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,844 | -48.25 | 490 | -45.74 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2,840 | -26.75 | 295 | -14.24 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 154 | 16 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 3,658 | -11.34 | 370 | -1.33 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16,051 | 0.00 | 1,646 | 6.26 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 5,695 | 0.00 | 577 | 4.92 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 26,287 | 48.29 | 2,661 | 55.61 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 25,256 | 29.69 | 2,557 | 36.03 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,174 | 3.17 | 524 | 8.28 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 5,479 | -3.01 | 555 | 1.65 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 7,028 | 0.07 | 711 | 5.02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,124 | 1.44 | 114 | -3.42 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 237 | -17.42 | 24 | -11.11 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 4,126 | 7.62 | 418 | 12.70 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5,221 | 1.89 | 504 | -7.37 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 141,586 | 12.10 | 14,333 | 17.58 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 16,051 | 0.00 | 1,625 | 4.84 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 36,024 | 0.00 | 3,647 | 4.89 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 3,713 | 376 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6,016 | 609 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2,380 | 0.00 | 241 | 4.80 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,542 | 5.35 | 375 | 19.81 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9,821 | -5.11 | 994 | -0.40 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9,018 | 0.00 | 913 | 4.83 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 34 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 519 | 53 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 281,695 | -21.96 | 28,516 | -18.15 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 674 | -33.27 | 68 | -29.90 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7,117 | 12.72 | 720 | 18.23 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 46,248 | -2.27 | 4,682 | 2.52 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 4,304 | 0.00 | 436 | 4.82 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 858 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 830 | 0.00 | 84 | 5.00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 6,364 | 0.00 | 644 | 4.89 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 154 | 5.48 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4,906 | 0.00 | 497 | 4.86 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3,974 | 0.00 | 402 | 4.96 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 24,755 | -84.36 | 2,506 | -83.60 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,000 | 202 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 106,209 | -6.25 | 10,751 | -1.66 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5,506 | 156.57 | 557 | 170.39 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 798 | 167.79 | 81 | 185.71 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,755 | 279 | ||||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 18,221 | -2.30 | 2 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 50,041 | -0.14 | 5,066 | 4.74 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 8 | 0.00 | 1 | |||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 3,492 | -1.88 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5,900 | -59.86 | 597 | -57.90 | ||||
| 2025-04-29 | 13F | Brass Tax Wealth Management, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 12,267 | -34.98 | 1,184 | -40.85 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 1,311,200 | 10.42 | 132,733 | 15.82 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3,087 | 312 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3,942 | 13.93 | 399 | 19.82 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 15 | 15.38 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3,149 | 0.00 | 334 | 13.65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,551 | 1.16 | 1,203 | 9.67 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,851 | -29.26 | 289 | -25.77 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Sunpointe, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 2,906 | 294 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 39 | -79.90 | 4 | -83.33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12,161 | -73.77 | 1,231 | -72.49 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 1,983 | 201 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 1,988 | 201 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,895 | -75.66 | 597 | -74.50 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 19,180 | -11.41 | 1,942 | -7.08 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,935 | 0.53 | 601 | 5.45 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 230,723 | -6.26 | 23,356 | -1.68 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14,580 | 3.71 | 1,476 | 8.78 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 6,979 | 6.31 | 706 | 11.53 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 4,570 | 0.00 | 463 | 4.76 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 4,430 | -0.32 | 448 | 4.67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 216 | 0.00 | 22 | 5.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 325,836 | 2.94 | 32,984 | 7.98 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8,927 | -21.82 | 904 | -18.06 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 18,177 | 14.82 | 1,840 | 20.50 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2,628 | 0.00 | 266 | 5.14 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,920 | 201 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 234,413 | 52.25 | 23,730 | 59.71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 66,822 | 581.30 | 6,764 | 615.01 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 8,599 | 0.09 | 870 | 4.95 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 8,879 | 1.65 | 899 | 6.52 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 153 | 0.00 | 15 | 7.14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,045 | -7.88 | 207 | -3.27 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 43,874 | 118.15 | 4,441 | 108.30 | ||||
| 2025-05-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 36,360 | 4 | ||||||
| 2025-07-22 | 13F | Romano Brothers And Company | 13,665 | 0.74 | 1,383 | 5.65 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 42,288 | -59.58 | 4,281 | -57.61 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4,471 | 0.00 | 453 | 4.87 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 158,217 | 74.30 | 16,016 | 82.83 | ||||
| 2025-07-16 | 13F | Flower City Capital | 25,494 | -22.00 | 2,581 | -18.20 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 4,449 | -2.71 | 450 | 1.81 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52,436 | 4.33 | 5,308 | 9.44 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 2,871 | 0.00 | 291 | 4.69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 19,780 | 9.65 | 2,002 | 15.06 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 11,202 | -2.79 | 1,134 | 1.89 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4,622 | 0.00 | 468 | 4.71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 191,924 | -34.74 | 19 | -32.14 | ||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,000 | 0.00 | 98 | -2.97 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 2,317 | 235 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 14,759 | -3.09 | 1,494 | 1.70 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 402,741 | -0.53 | 40,770 | 4.34 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 161 | -4.73 | 16 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 807 | -64.10 | 82 | -62.50 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 4,077 | 413 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3,741 | -20.88 | 379 | -17.11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 770,291 | 4.05 | 77,977 | 9.14 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 180 | -53.61 | 18 | -51.35 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1,740 | 0.00 | 176 | 5.39 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 17,049 | -24.79 | 1,726 | -21.12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 39,555 | -14.65 | 4,004 | -10.47 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4,238 | 3.77 | 0 | |||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 4,281 | 2.76 | 433 | 7.71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 233 | 25 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44,624 | 304.09 | 4,517 | 324.13 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 2,440 | 0.00 | 247 | 4.68 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 4,014 | 0.00 | 387 | 0.00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 100 | 0.00 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14,832 | 65.35 | 1,501 | 73.53 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 4,290 | 16.96 | 434 | 22.95 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2,240 | 227 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,184 | -44.62 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2,036 | 208 | ||||||
| 2025-08-20 | NP | POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares | 6,450 | 0.00 | 653 | 4.82 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 150 | 0.00 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 691 | 9.34 | 70 | 13.11 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 19,862 | 7.81 | 2,011 | 13.11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 261,839 | -1.57 | 26,506 | 3.24 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 75,515 | 38.74 | 8 | 40.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 28,278 | 925.68 | 2,863 | 984.09 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 13,729 | 1 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,762 | 3.40 | 786 | 8.43 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 47,821 | 0.00 | 4,841 | 4.88 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 47 | -99.96 | 5 | -99.96 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 22,478 | -8.94 | 2,275 | -4.49 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 7,896 | 1.48 | 823 | 26.07 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 87,465 | -4.89 | 8,441 | -13.43 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 14,540 | 1,472 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,453 | 0.00 | 248 | 5.08 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8,133 | 0.26 | 823 | 5.24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 69,508 | 13.43 | 7,036 | 18.99 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 12,126 | -4.17 | 1,228 | 0.49 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2,906 | 0.00 | 294 | 5.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 17,938 | -0.34 | 1,816 | 4.49 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8,367 | -37.33 | 847 | -34.32 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 588 | 0.00 | 60 | 5.36 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,243 | -44.58 | 126 | -46.58 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 33 | 0.00 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 19,364 | 1,960 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 4,774 | 13.26 | 483 | 18.97 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 12,489 | 0.00 | 1,264 | 4.90 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3,290 | 6.65 | 333 | 12.12 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 15,380 | 0.00 | 1,557 | 4.85 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1,070 | 0.00 | 108 | 4.85 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12,075 | 1.49 | 1,222 | 6.45 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 37,068 | 147.48 | 3,752 | 159.65 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 123,621 | -4.67 | 12,514 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 844,701 | 0.42 | 85,509 | 5.34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,262 | 0.00 | 128 | 4.96 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3,308 | -44.01 | 335 | -41.40 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 12,437 | -24.11 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,464 | 654 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 3,226 | -0.06 | 327 | 4.82 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2,315 | 0.00 | 234 | 4.93 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 123,346 | 1.78 | 12 | 9.09 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 3,557 | 0.00 | 360 | 5.57 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 7,050 | 0.28 | 714 | 5.16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2,802 | -14.83 | 284 | -10.73 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 28,954 | -33.00 | 2,931 | -29.71 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 63 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 39 | -87.00 | 4 | -90.32 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7,097 | 0.00 | 718 | 4.97 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 4,094 | 0.00 | 414 | 4.81 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 3,569 | -1.65 | 361 | 3.14 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,721 | 2.76 | 377 | 7.74 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 66 | 0.00 | 7 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 360,619 | 36.74 | 36,505 | 43.43 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4,913 | 0.00 | 497 | 4.85 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3,431 | 0.00 | 347 | 4.83 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 2,874 | 31.05 | 291 | 37.44 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 26,628 | 2.40 | 2,696 | 7.41 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 4,861 | -1.42 | 492 | 3.58 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 6,284 | -51.75 | 636 | -49.36 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,048 | 15.72 | 309 | 21.26 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 34,331 | 0.00 | 3,475 | 4.95 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 3,705 | 0.00 | 375 | 5.04 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 2,139 | -0.65 | 217 | 4.35 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 10,624 | 1.67 | 1,076 | 6.65 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 13,696 | 174.63 | 1,386 | 188.15 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 193,352 | -5.49 | 20,443 | 3.50 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 404 | 0.00 | 41 | 5.26 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 5,715 | 1 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 74 | 0.00 | 7 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 163 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 6,428 | 22.21 | 651 | 28.21 |
