Mga Batayang Estadistika
| Pemilik Institusional | 784 total, 784 long only, 0 short only, 0 long/short - change of 6.66% MRQ |
| Alokasi Portofolio Rata-rata | 0.7734 % - change of 2.45% MRQ |
| Saham Institusional (Jangka Panjang) | 163,776,730 (ex 13D/G) - change of 4.69MM shares 2.95% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 17,219,774 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF (US:VONG) memiliki 784 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 163,776,730 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Avantax Advisory Services, Inc., Morgan Stanley, LPL Financial LLC, Tiaa Trust, National Association, Wells Fargo & Company/mn, Envestnet Asset Management Inc, UBS Group AG, Ameriprise Financial Inc, and Raymond James Financial Inc .
Struktur kepemilikan institusional Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF (NasdaqGM:VONG) 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 11, 2025 is 118.01 / share. Previously, on September 12, 2024, the share price was 93.99 / share. This represents an increase of 25.56% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Strategic Wealth Designers | 25 | 3 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 28,510 | 3.41 | 3,113 | 21.70 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 178,152 | -9.32 | 19,454 | 6.72 | ||||
| 2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 19,274 | 2,665.28 | 1,982 | 1,058.48 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 182,189 | -5.09 | 19,895 | 11.70 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 36,961 | 4,036 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9,764 | 12.55 | 1,066 | 32.59 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 22,016 | -25.10 | 2,404 | -11.84 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3,689 | 0.00 | 403 | 17.54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 576,752 | 12.98 | 62,981 | 32.96 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 2,312 | 0.00 | 252 | 17.76 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 16,176 | -2.92 | 1,766 | 14.23 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 500 | 0.00 | 55 | 17.39 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,767 | -40.29 | 302 | -29.77 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 22,595 | 14.96 | 2,467 | 35.33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 910,803 | -0.01 | 99,460 | 17.67 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2,472 | 0.12 | 270 | 17.47 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 43,466 | -2.57 | 4,746 | 14.67 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 300 | 0.00 | 33 | 18.52 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 230,015 | 7.68 | 25,118 | 26.73 | ||||
| 2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 16,642 | 87.64 | 1,711 | 11.84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 29,078 | 576.08 | 3,175 | 695.74 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 469,420 | -2.42 | 51,220 | 14.83 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2,288 | 0.09 | 250 | 17.45 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 17,622 | 1,924 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 372 | 0.00 | 41 | 17.65 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 14,751 | 39.29 | 1,611 | 63.95 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 2,332 | 0.00 | 255 | 17.59 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,600 | 0.00 | 175 | 17.57 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 208,880 | 1.67 | 22,810 | 19.64 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 190,620 | -0.70 | 20,816 | 16.86 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 7,980 | -9.47 | 871 | 6.61 | ||||
| 2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 2,509 | 482.13 | 258 | 157.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19,244 | -8.17 | 2,101 | -2.91 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 17,817 | 39.00 | 1,946 | 79.59 | ||||
| 2025-07-18 | 13F | Sicart Associates LLC | 2,313 | 0.00 | 253 | 17.76 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 112 | 0.00 | 12 | 20.00 | ||||
| 2025-08-13 | 13F | Meketa Investment Group Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2,691 | 0.00 | 294 | 17.67 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2,162,622 | 8.51 | 245,652 | 32.84 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 41 | 0.00 | 4 | 33.33 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 398,999 | -4.69 | 43,571 | 12.17 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 127,138 | -11.75 | 13,883 | 3.85 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 475 | -77.16 | 52 | -73.58 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 162 | -17.35 | 18 | -5.56 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 978 | 0.00 | 107 | 17.78 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 35,345 | -4.96 | 3,860 | 11.86 | ||||
| 2025-08-12 | 13F | Bokf, Na | 17,013 | 48.40 | 1,858 | 74.69 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 55 | 0.00 | 6 | 20.00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2,877 | -8.96 | 314 | 7.17 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 9,391 | 0.00 | 1,025 | 17.68 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 243,398 | 1.45 | 26,579 | 19.39 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 135,103 | -31.99 | 14,753 | -19.96 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,587 | -16.72 | 392 | -2.01 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 210,870 | -1.54 | 23 | 21.05 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 23,802 | -2.24 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21,321 | 367.98 | 2,328 | 451.66 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 4,820 | 8.19 | 526 | 27.36 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 43,319 | 5.96 | 4,730 | 24.70 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,564 | -90.29 | 608 | 37.33 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 13,610 | 0.00 | 1,489 | 17.99 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21,410 | 2.18 | 2,338 | 20.22 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 635 | 0.00 | 69 | 18.97 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 4,490 | 0.00 | 490 | 17.79 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 218,607 | 22.29 | 23,872 | 43.92 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4,438 | 35.55 | 485 | 59.74 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 610,534 | 2.59 | 67 | 20.00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 4,240 | 3.67 | 463 | 22.16 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 908 | 0 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 32,457 | 9.73 | 3,544 | 24.18 | ||||
| 2025-07-23 | NP | IRSQX - Voya Target Retirement 2050 Fund Class I | 9,874 | 378.86 | 1,015 | 110.14 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 21,115 | -5.28 | 2,306 | 11.46 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 16,216 | 7.39 | 1,771 | 26.34 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 14,489 | 0.00 | 1,582 | 17.71 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4,057 | 13.42 | 443 | 33.53 | ||||
| 2025-05-08 | 13F | Shufro Rose & Co Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,489 | 13.03 | 272 | 32.84 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 198,911 | 0.48 | 23 | 22.22 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4,660 | 0.00 | 509 | 17.59 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 2,630 | 287 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 3,965 | 18.22 | 433 | 38.91 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 7,625 | 0.09 | 833 | 17.85 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 632 | 0.16 | 69 | 18.97 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 135,739 | 14,823 | ||||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 22,511 | -3.98 | 2,458 | 13.01 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1,926 | 210 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1,543 | 168 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 2,819 | 308 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 43,811 | 11.54 | 4,784 | 31.28 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2,924 | 1.35 | 319 | 19.48 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 7,287 | 77.86 | 796 | 109.21 | ||||
| 2025-08-01 | 13F | First National Trust Co | 63,129 | -19.40 | 6,894 | -5.15 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 12,980 | 158.05 | 1,417 | 204.08 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 31,671 | -0.08 | 3,458 | 17.58 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7,383 | 806 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 244 | 0.00 | 27 | 18.18 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 475 | 0.00 | 52 | 15.91 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 844 | 24.48 | 92 | 48.39 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 15,000 | 30.43 | 1,638 | 53.51 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8,370 | -2.36 | 914 | 14.97 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 26,539 | -0.08 | 2,898 | 17.61 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2,462 | 269 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 44,746 | 12.36 | 4,886 | 32.23 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 8,488 | 0.00 | 927 | 17.66 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 24,475 | -56.31 | 2,673 | -48.60 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2,745 | 0.04 | 300 | 17.72 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 355,061 | 2.45 | 38,773 | 20.57 | ||||
| 2025-07-23 | NP | IRSVX - Voya Target Retirement 2055 Fund Class I | 13,356 | 6,820.21 | 1,373 | 2,821.28 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 268 | 29 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16,443 | 13.04 | 1,796 | 33.06 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 653,452 | 38.13 | 71,357 | 62.56 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 4,360 | 0.00 | 476 | 17.82 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 3,119 | 0.00 | 341 | 17.65 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 43,972 | 33.41 | 4,802 | 57.00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 468 | -11.70 | 51 | 4.08 | ||||
| 2025-04-17 | 13F | Motive Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 8,545 | 5.79 | 933 | 24.57 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 257 | -21.65 | 28 | -6.67 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1,800 | -1.37 | 197 | 5.95 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 21,392 | -6.86 | 2,336 | 9.62 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 4,556 | -0.59 | 498 | 16.94 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 3,400 | 0.00 | 371 | 17.78 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 14,550 | -50.00 | 1,589 | -41.19 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 2,194 | 240 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 280,438 | -28.79 | 30,624 | -16.20 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 838,489 | 1.21 | 77,803 | -9.09 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 3,773 | 0.00 | 350 | -10.03 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 370,907 | 4.88 | 40,503 | 23.44 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 3,723 | 0.00 | 407 | 17.68 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 11,180 | -9.58 | 1,221 | 6.36 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 259 | 0.00 | 28 | 16.67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 510,940 | 81.06 | 55,795 | 113.08 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3,081 | 0.82 | 286 | -9.52 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 5,340 | 0.00 | 583 | 17.78 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,578 | -15.30 | 172 | 0.00 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 113,690 | 17.46 | 12,415 | 38.23 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 20,705 | 33.67 | 2,261 | 57.38 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 13,388 | -0.37 | 1,462 | 17.26 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 1,102,752 | -5.69 | 120,420 | 10.99 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 2,247 | 245 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 653 | 0.00 | 71 | 18.33 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 381,209 | -22.64 | 41,628 | -8.95 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 23,594 | -15.17 | 2,576 | -0.16 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 9,244 | -25.26 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 3,180 | 10.53 | 347 | 30.45 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 21,071 | 23.94 | 2,301 | 45.85 | ||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 4,630 | 506 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 39,325 | -5.66 | 4 | 33.33 | ||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 59,034 | -1.08 | 6,447 | 16.42 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 6,154 | 0.13 | 672 | 17.72 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 5,677 | 26.69 | 620 | 49.16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,710,855 | 7.28 | 405,968 | 26.32 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 17,266 | 0.30 | 1,885 | 18.03 | ||||
| 2025-07-24 | 13F | Shikiar Asset Management Inc | 23,500 | 0.00 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4,637 | 0.00 | 477 | 16.95 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 22 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 490 | 56 | ||||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 50,333 | 14.50 | 5,496 | 34.77 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 6,639 | 0.00 | 725 | 17.69 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3,509 | 383 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,133,619 | -2.45 | 1,106,591 | 14.80 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 50,338 | 2.68 | 5,497 | 20.84 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 62,400 | 6,814 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 160,643 | 1.92 | 17,542 | 19.95 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16,976 | 32.08 | 1,967 | 62.08 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 241 | 0.00 | 26 | 18.18 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 4,979 | -16.66 | 544 | -1.99 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 115 | 13 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 47,106 | 18.34 | 5,155 | 38.24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 160,618 | 1.96 | 17,540 | 19.99 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 700 | -26.32 | 76 | -13.64 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 7,844 | 3.07 | 857 | 21.25 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4,589 | -23.20 | 513 | -10.33 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 59,385 | 2.54 | 6,485 | 20.68 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 46,773 | -7.67 | 5,305 | 8.62 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 2,217 | 242 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 21,863 | 46.19 | 2,387 | 72.10 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7,269 | 144.75 | 794 | 188.36 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 574 | 0.00 | 63 | 16.98 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 86,945 | 3.38 | 9,494 | 21.67 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 542 | 0.00 | 59 | 18.00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 910 | -90.61 | 99 | -88.98 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 113,690 | 17.46 | 12,288 | 35.50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 512 | 0.00 | 56 | 17.02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5,592 | 270.58 | 611 | 335.71 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 52,161 | 13.43 | 4,840 | 1.87 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4,748 | 518 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2,794 | 0.00 | 305 | 17.76 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 15 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 6,764 | 0.00 | 739 | 17.70 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 30,399 | 5.85 | 3,320 | 24.59 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 14,068 | 3.76 | 1,536 | 22.10 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 3,800 | 0.00 | 415 | 17.61 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 185,756 | 27.76 | 20,329 | 51.79 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8,153 | 0.97 | 890 | 18.83 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 36,082 | 3.25 | 3,940 | 18.11 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 506 | 0.00 | 55 | 19.57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,307,001 | 10.67 | 797,925 | 30.24 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 5,237 | -2.40 | 572 | 14.89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,323,831 | 120.42 | 143,636 | 157.96 | ||||
| 2025-04-29 | 13F | Checchi Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 2,019 | 0.05 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,093 | 5.20 | 338 | 23.90 | ||||
| 2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 11,997 | 1,762.89 | 1,233 | 680.38 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5,758 | -7.71 | 630 | 14.78 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 8,122 | 0.00 | 887 | 17.66 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 15,046 | 1.03 | 1,643 | 18.97 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 138,161 | 16.75 | 15,087 | 37.40 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7,044 | 0.13 | 769 | 17.94 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8,776 | 0.00 | 966 | 16.69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5,326 | -3.30 | 582 | 13.70 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2,630 | -0.04 | 244 | -9.96 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 3,677 | -42.37 | 402 | -32.15 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 19,868 | 0.00 | 1,844 | -10.19 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 2,516 | 0.00 | 275 | 17.60 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5 | 1 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 140 | 0.00 | 15 | 25.00 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 39,859 | -0.89 | 4,353 | 16.64 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 3,233 | 0.09 | 353 | 18.06 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 122,731 | -37.69 | 13,402 | -26.67 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 2,581 | -2.09 | 282 | 17.57 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 1,853 | -18.87 | 200 | -5.21 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 44,823 | -3.45 | 4,895 | 11.84 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4,531 | 5.49 | 495 | 24.12 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 2,630 | 0.11 | 287 | 18.11 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6,970 | -5.82 | 761 | 10.93 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 2,081 | 227 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 301,446 | -3.93 | 32,918 | 13.06 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 7,009 | 13.05 | 765 | 33.04 | ||||
| 2025-08-07 | 13F | PFG Advisors | 40,934 | -7.21 | 4,470 | 9.21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,140,652 | -11.37 | 452,159 | 4.31 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 547 | -21.52 | 60 | -7.81 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 884 | 0.00 | 97 | 17.07 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 732,757 | -14.84 | 80,017 | 0.22 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 341,965 | 7.20 | 37,343 | 26.15 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7,855 | -45.91 | 858 | -36.38 | ||||
| 2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 10,273 | 1,417.43 | 1,056 | 536.14 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 792 | 0.00 | 86 | 17.81 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 13,775 | -0.58 | 1,504 | 17.04 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 68 | -60.69 | 7 | -56.25 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 10,133 | 0.00 | 1,107 | 17.66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,492 | 7.07 | 1,036 | 26.03 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1,991 | 217 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 11,440 | 3.49 | 1,249 | 21.85 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,777 | 38.87 | 522 | 63.32 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2,997,605 | -2.07 | 327,338 | 15.25 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 678 | 70 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 2,274 | 248 | ||||||
| 2025-08-04 | 13F | Elite Life Management LLC | 3,897 | -5.27 | 426 | 11.55 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 14,570 | 0.00 | 1,591 | 17.76 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 200,674 | 2.39 | 21,914 | 20.50 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 73,073 | 3.15 | 7,980 | 21.39 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 13,108 | 5.95 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 10,474 | -11.45 | 1,144 | 4.19 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,537 | 33.93 | 386 | 57.55 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 21,394 | -0.24 | 2,336 | 17.45 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 3,819 | 0.00 | 417 | 17.80 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7,411 | 28.06 | 809 | 50.93 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,181 | 0.00 | 129 | 17.43 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1,846 | 202 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27,717 | 51.25 | 3,027 | 76.34 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10,122 | -65.08 | 1,105 | -58.91 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4,607 | 85.99 | 503 | 119.65 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 49,549 | -1.84 | 5,411 | 15.52 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 7,550 | 0.01 | 824 | 17.71 | ||||
| 2025-07-02 | 13F | Jacobs & Co/ca | 2,100 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1,962 | 214 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 676 | 550.00 | 74 | 711.11 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54,807 | 5.07 | 5,985 | 23.66 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 49,474 | 9.87 | 5,403 | 29.30 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 16,543 | -8.27 | 1,806 | 7.95 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 10,627 | 6.88 | 1,160 | 25.81 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 25,130 | 0.69 | 2,744 | 18.53 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 2,020 | 221 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,450 | 3.57 | 158 | 22.48 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3,521 | 0.00 | 384 | 17.79 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 13,026 | 2.29 | 1,422 | 20.41 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 26,116 | 192.16 | 2,852 | 243.91 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 42,072 | -1.15 | 4,594 | 16.33 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 84,886 | -28.24 | 9,270 | -15.55 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 36,414 | -10.88 | 3,976 | 4.88 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 19,091 | 2,085 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 3,287 | -0.24 | 359 | 17.70 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 44,213 | 51.23 | 4,828 | 78.02 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 3,660 | 0.03 | 400 | 17.70 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3,541,803 | -3.63 | 386,765 | 13.41 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5,126 | -8.12 | 560 | 8.12 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17,091 | 147.48 | 1,866 | 191.56 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 44,492 | 4,858 | ||||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 50,617 | 32.80 | 5,527 | 56.31 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1,988 | 217 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,680,954 | 5.75 | 183,560 | 24.46 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 46,297 | 2.08 | 5,056 | 20.13 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4,300 | 470 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2,285 | 0.00 | 250 | 17.45 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,964 | -17.44 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 29 | 0.00 | 3 | 50.00 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 23,789 | 7.42 | 2,598 | 26.44 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 4,353 | 0.00 | 475 | 17.87 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 7,871 | 0.51 | 860 | 18.32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 370,251 | -1.74 | 40,794 | 16.68 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 512,209 | 2.92 | 55,933 | 21.12 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,136 | 0.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 119,907 | 41.42 | 13,094 | 66.43 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2,853 | 0.00 | 312 | 17.80 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 25,682 | 0.00 | 2,804 | 17.67 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 33,932 | 58.49 | 3,705 | 86.56 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,531 | -10.47 | 386 | 5.48 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10,846 | -11.43 | 1,184 | 4.23 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 2,340 | 256 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1,680 | 0.00 | 191 | 22.58 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 11,310 | 31.34 | 1,235 | 54.57 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 2,032 | 222 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27,000 | 10.79 | 2,949 | 30.38 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,281 | 8.10 | 249 | 27.69 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 2,444 | 267 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1,828 | 1.44 | 200 | 19.16 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 19 | 18.75 | 2 | 100.00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 410 | 0.00 | 45 | 15.79 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 166,142 | -12.75 | 18,143 | 2.68 | ||||
| 2025-04-16 | 13F | Tudor Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Loomis Sayles & Co L P | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 498,485 | 0.05 | 54,435 | 17.74 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 49,755 | -11.67 | 5,711 | 11.96 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40,066 | 5.86 | 4,375 | 24.57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,052 | 224 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,489 | 62.91 | 163 | 92.86 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 401,684 | -0.67 | 43,864 | 16.90 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4,946 | -11.43 | 560 | 8.11 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 10,365 | -0.06 | 962 | -10.27 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 1,972 | 215 | ||||||
| 2025-07-16 | 13F | American National Bank | 8,887 | -3.39 | 970 | 13.72 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 102,218 | -7.09 | 11,162 | 9.34 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 29,188 | -31.14 | 3,187 | -18.95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 36,407,608 | 1.73 | 3,975,711 | 19.72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7,375 | 39.39 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,363 | -88.05 | 258 | -85.94 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 2,725 | 0.00 | 298 | 17.86 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2,820 | 320 | ||||||
| 2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 687 | 0.00 | 75 | 19.05 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 101,766 | -8.94 | 11,113 | 7.16 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1,272,901 | 1.46 | 139,001 | 19.41 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 7,500 | 0.00 | 819 | 17.84 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 1,920 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 473,947 | 8.13 | 51,755 | 27.25 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 201,030 | 5.82 | 21,952 | 24.53 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 9,773 | -0.13 | 1,067 | 17.51 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,307 | 9.01 | 143 | 15.45 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 9,168 | 0.03 | 1,001 | 16.67 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 44 | 0.00 | 5 | 0.00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 128 | 0.00 | 14 | 18.18 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 6,375 | 1.08 | 696 | 18.97 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 28,896 | 3.23 | 3,155 | 21.49 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 44,446 | -0.78 | 4,854 | 16.77 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2,048 | -19.31 | 224 | -5.11 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 50 | 5 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 15,753 | 1,720 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 661,079 | 7.09 | 72,190 | 26.03 | ||||
| 2025-05-14 | 13F | Absolute Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 2,101 | 229 | ||||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2,292 | 0.00 | 250 | 21.36 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 126 | 0 | ||||||
| 2025-08-12 | 13F | Prudential Financial Inc | 1,264,784 | -1.80 | 138,114 | 15.57 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 346,693 | 22.00 | 37,859 | 43.58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,763 | -7.41 | 302 | 9.06 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 115,817 | -10.88 | 12,647 | 4.88 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 2,322 | 0.13 | 254 | 17.67 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 114,894 | 7.31 | 12,546 | 26.29 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 372 | 1,671.43 | 40 | 3,900.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23,922 | 0.75 | 2,612 | 6.53 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 629,957 | 3.26 | 68,791 | 21.53 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 37,180 | 199.72 | 4,060 | 252.74 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6,018 | 5.25 | 657 | 23.96 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 472,030 | -0.67 | 51,546 | 16.89 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 6 | 0.00 | 1 | |||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 4,296 | 0.00 | 469 | 17.84 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 39,123 | 5.20 | 4,272 | 23.83 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7,070 | 772 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 730,873 | -0.32 | 79,811 | 17.30 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 69,670 | 16.05 | 7,608 | 36.57 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,959,789 | -1.89 | 214,009 | 15.46 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 15,487 | 3.76 | 1,691 | 22.18 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 59,127 | 23.44 | 6,457 | 45.27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 870,200 | -12.00 | 95,026 | 3.56 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 3,025 | 17.57 | 330 | 38.66 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 41,535 | -9.71 | 4,536 | 6.26 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 189,374 | 19.16 | 21 | 42.86 | ||||
| 2025-04-28 | 13F | Heritage Oak Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1,700 | -25.24 | 186 | -12.32 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 26,124 | -0.75 | 2,934 | 16.30 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 639,855 | 32.59 | 69,872 | 56.04 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 153,534 | 1.81 | 16,766 | 19.82 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 9 | -57.14 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 67,477 | 316.01 | 7,368 | 389.57 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3,298 | 0.00 | 360 | 17.65 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 2,392 | -36.32 | 261 | -25.00 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 2,293 | 0.00 | 250 | 17.92 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 172,043 | 12.65 | 18,787 | 19.09 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 205,610 | 601.33 | 22,453 | 725.44 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,091 | 0.23 | 2,412 | 17.95 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,442 | 0.00 | 376 | 17.55 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13,201 | 0.26 | 1,442 | 18.11 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 26,939 | 45.67 | 2,500 | 30.84 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2,412 | 0.00 | 263 | 17.94 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-16 | 13F | Kelly Financial Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 3,863 | 0.00 | 422 | 17.60 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 10,056 | 21.82 | 1 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6,379 | -14.01 | 697 | 1.16 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 40,045 | 7.78 | 4,373 | 26.83 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16,330 | 0.20 | 1,783 | 17.92 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3,897 | 426 | ||||||
| 2025-08-13 | 13F | Amundi | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 20,288 | -29.47 | 2,215 | -17.01 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5,235 | 0.02 | 572 | 17.73 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5,046 | 8.17 | 1 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 3,806 | -19.99 | 416 | -5.90 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5,324 | -5.45 | 581 | 11.30 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 389 | 42 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,705,989 | 16.84 | 404,694 | 37.51 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 45,476 | 6.72 | 5 | 33.33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13,180 | -1.52 | 1,439 | 15.95 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 118 | 0.00 | 13 | 20.00 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 254,256 | 2.16 | 27,765 | 20.23 | ||||
| 2025-07-31 | 13F | City State Bank | 500 | 0.00 | 55 | 17.39 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 81,831 | -3.87 | 9 | 14.29 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2,564 | 280 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 47,757 | -4.42 | 5,215 | 12.49 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 380 | 0.00 | 41 | 17.14 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 5,352 | 0.07 | 584 | 17.74 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 375,688 | -18.86 | 41,025 | -4.51 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 1,287 | 0.00 | 141 | 17.65 | ||||
| 2025-04-17 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 15,158 | -9.99 | 1,655 | 5.95 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 4,086 | 0.02 | 446 | 17.68 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 749 | 82 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 121 | 0.00 | 13 | 18.18 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,641 | 0.00 | 398 | 18.15 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 403 | 2,586.67 | 44 | 4,300.00 | ||||
| 2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 22,196 | 4,944.55 | 2,282 | 2,012.04 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 644 | -46.29 | 70 | -38.05 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 34,781 | 12.41 | 3,798 | 32.33 | ||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2,500 | -69.51 | 273 | -64.08 | |||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 112,218 | -18.94 | 12,254 | -4.60 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 48,467 | 0.14 | 5,293 | 17.84 | ||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 78,100 | 128.36 | 8,529 | 168.77 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 34,188 | 0.98 | 3,733 | 18.85 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 84,817 | -1.99 | 9,262 | 15.33 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 206,440 | 0.00 | 22,543 | 17.69 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 14 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5,400 | -50.46 | 590 | -41.74 | |||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 405 | 0.00 | 44 | 18.92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 444,421 | 15.59 | 48,531 | 36.03 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 9,876 | -8.83 | 1,079 | 7.26 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 500 | 0.00 | 55 | 17.39 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2,365 | 0.00 | 258 | 17.81 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 1,920 | 210 | ||||||
| 2025-07-24 | 13F | Insight Inv LLC | 68 | 0.00 | 7 | 16.67 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 12,601 | 19.43 | 1,379 | 40.86 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 1,894 | 207 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1,656 | 0.00 | 181 | 17.65 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 54,513 | -10.88 | 5,953 | 4.88 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 5,641 | 0.00 | 616 | 17.59 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 3,385 | 0.00 | 370 | 17.52 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3,489 | -12.47 | 381 | 3.25 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 1,972 | 215 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 27,144 | 1.03 | 2,995 | 23.66 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20 | 2 | ||||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 2,744 | 0.00 | 300 | 17.72 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 62,311 | -0.08 | 6,804 | 17.59 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 63,800 | -9.50 | 6,967 | 6.50 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 25,829 | 0.00 | 2,821 | 17.70 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 4,227 | 462 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 7 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 19,768 | 2,159 | ||||||
| 2025-07-25 | 13F | Clarendon Private LLC | 1,931 | 211 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 147,671 | -12.39 | 16,126 | 3.10 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 640 | 0.00 | 70 | 16.95 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 658 | 1.23 | 72 | 18.33 | ||||
| 2025-07-23 | NP | VRSAX - Voya Target Retirement 2060 Fund Class I | 5,763 | 453.07 | 592 | 142.62 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,412 | 0.00 | 154 | 17.56 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 20,476 | -3.89 | 2,236 | 13.11 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 52 | -21.21 | 6 | -16.67 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4,451 | 0.00 | 486 | 32.43 | ||||
| 2025-08-04 | 13F | Balentine LLC | 20,661 | 0.00 | 2,256 | 17.68 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 4,660 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,634,511 | 1.16 | 178 | 19.46 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6,870 | -24.75 | 750 | -11.45 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 12,694 | 1,386 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 12,870 | 0.10 | 1,406 | 17.77 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 81,982 | -1.18 | 8,957 | 15.96 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,752 | 265.54 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 115 | 43.75 | 13 | 71.43 | ||||
| 2025-08-11 | 13F | Eq Llc | 6,351 | -1.99 | 694 | 15.31 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 104 | 0.00 | 11 | 22.22 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 17,994 | -3.37 | 1,965 | 13.72 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2,356 | 0.00 | 257 | 17.89 | ||||
| 2025-07-07 | 13F | Trust Co | 800 | 0.00 | 87 | 17.57 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2,478 | 271 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 567,110 | 18.76 | 61,928 | 39.77 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 5,134 | -35.46 | 561 | -24.12 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 113,571 | 1,428.96 | 12,402 | 1,699.85 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3,249 | 0.37 | 355 | 18.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,283,557 | 1.11 | 358,564 | 18.99 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,322 | 62.56 | 690 | 91.67 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 49,698 | 47.62 | 5,427 | 73.39 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14,613 | 187.66 | 1,596 | 238.64 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 88 | 0.00 | 10 | 12.50 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio | 1,264,784 | -1.80 | 138,114 | 15.57 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 32,127 | -8.27 | 3,508 | 7.94 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4,786 | 0.93 | 523 | 18.64 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 9,828 | -31.04 | 1,085 | -15.58 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 31,564 | -5.65 | 3,447 | 11.02 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1,116,575 | 10.29 | 121,930 | 29.80 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15,161 | -18.00 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 4,095 | 30.41 | 447 | 62.55 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 159 | 0.00 | 17 | 21.43 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 548,128 | 11.91 | 59,856 | 31.70 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 18,471 | 0.10 | 2,017 | 17.82 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8,055 | 24.13 | 880 | 46.01 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 24 | 3 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2,751 | 59.94 | 300 | 88.68 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 70 | 8 | ||||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 15,266 | 50.00 | 1,667 | 76.59 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7,606 | 6.29 | 831 | 25.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 473 | 0.00 | 51 | 15.91 | ||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 14,972 | 1,752.97 | 1,539 | 677.27 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 905,297 | -1.15 | 98,858 | 16.33 | ||||
| 2025-05-05 | 13F | Wealth Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 89,660 | 3,858.50 | 10 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15,222 | 0.00 | 1,662 | 17.71 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 1,986 | 217 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 652 | 0.00 | 61 | 8.93 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 70 | 0.00 | 8 | 16.67 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 34,228 | 4.00 | 3,738 | 22.40 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 130,320 | 0.09 | 14,231 | 17.79 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 44 | 5 | ||||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 2,286 | 0.00 | 250 | 17.45 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 164,289 | 0.23 | 17,939 | 17.94 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 31,707 | 0.00 | 3,462 | 17.68 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 256 | 28 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 104,527 | 4.97 | 11,414 | 23.54 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 2,500 | 0.00 | 273 | 18.18 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 13,460 | 0.00 | 1,470 | 17.71 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2,409 | 0.00 | 263 | 17.94 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 24,200 | -67.30 | 2,643 | -61.52 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,811 | 95.75 | 1,836 | 130.53 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 37,842 | 0.40 | 4,344 | 144,666.67 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 131,791 | 3.30 | 14,392 | 21.57 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 9,624 | 0.00 | 1,051 | 17.58 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 19,478 | 282.90 | 2,127 | 304.95 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,312 | 1.82 | 1,017 | 19.81 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 4,349 | 475 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5,534 | 12.02 | 604 | 31.88 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2,001 | 218 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 10,885 | -1.27 | 1,010 | -11.25 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 675 | 0.15 | 74 | 17.74 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 69,340 | 44.09 | 7,523 | 68.64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,821 | -15.61 | 308 | -10.72 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 1,986 | 217 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 6,631 | -1.81 | 724 | 15.65 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 16,008 | 64.32 | 1,748 | 93.58 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 277,102 | 4.93 | 30,260 | 23.49 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,050 | -31.67 | 224 | -19.78 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2,621 | 6.29 | 298 | 30.70 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 10,000 | 0.00 | 1,092 | 17.80 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 295 | 0.00 | 32 | 18.52 | ||||
| 2025-08-08 | 13F | Creative Planning | 110,895 | -9.08 | 12,110 | 7.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 68,600 | 8.98 | 7,491 | 28.27 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 4,989 | -0.48 | 545 | 16.99 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 64,215 | 144.05 | 7,012 | 187.49 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 16,911 | -0.11 | 1,847 | 17.58 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 2,000 | 0 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 10 | 1 | ||||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 56,700 | 9.19 | 6,192 | 28.50 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9,322 | -3.78 | 1,018 | 13.13 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 442 | 48 | ||||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 6,908 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3,047 | 303 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,600 | 175 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3,791 | -74.06 | 414 | -69.54 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 41,116 | -0.27 | 4,490 | 17.36 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 10,181 | -2.82 | 1,112 | 14.30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 52,239 | -0.08 | 5,705 | 17.58 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4,048 | 421.65 | 442 | 513.89 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-17 | 13F | ERn Financial, LLC | 62,798 | -0.67 | 6,858 | 16.89 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 3,950 | 0.00 | 431 | 17.76 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 6,250 | 0.00 | 682 | 17.79 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 109,847 | 20.67 | 11,995 | 42.02 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 61 | 7 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,889 | -41.51 | 425 | -31.17 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 2,924 | -9.08 | 319 | 7.05 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 30,820 | 27.62 | 3,366 | 50.22 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8,107 | -2.56 | 885 | 14.79 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 590 | -35.66 | 64 | -24.71 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4,321 | 0.00 | 472 | 17.75 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | IIFAX - Voya Balanced Income Portfolio Class ADV | 51,012 | 5,571 | ||||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 13,685 | 1,407 | ||||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 532,343 | 3.28 | 58,132 | 21.54 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 180,463 | -18.89 | 19,707 | -4.55 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 10,071 | 0.00 | 1,100 | 17.67 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 636,092 | -1.32 | 69,461 | 16.13 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,183 | 31.25 | 566 | 54.37 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 55,286 | 0.50 | 6,300 | 21.97 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,180 | 1,610.14 | 129 | 2,033.33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6,206 | 2.53 | 678 | 20.68 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1,669 | 0.00 | 155 | -10.47 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11,944 | 20.65 | 1,304 | 42.05 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3,168 | 346 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,865 | 0.00 | 173 | -9.90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 29,752 | 800.21 | 3,249 | 961.44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 40,300 | 4,401 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 5,424 | 592 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 283,576 | 10.36 | 30,967 | 29.87 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 158 | 17 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 52,690 | -2.16 | 5,754 | 15.13 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 12,173 | 0.00 | 1,329 | 17.71 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8,987 | -24.69 | 981 | -11.38 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 1,452 | 42.49 | 159 | 68.09 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 45,854 | -11.11 | 5 | 25.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 615 | 9.82 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 18,318 | -4.37 | 2,000 | 12.55 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 80,946 | 19.75 | 8,839 | 40.93 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 6,360 | -9.92 | 695 | 5.95 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 221,820 | 4.72 | 24,223 | 23.24 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 567,604 | 0.32 | 61,982 | 18.06 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 40,312 | -1.13 | 4,402 | 16.36 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 3,591 | 15.28 | 392 | 35.64 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 43,320 | 15.22 | 4,731 | 35.61 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 29,498 | 5.50 | 3,221 | 24.17 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 372,847 | 35.10 | 40,715 | 58.99 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 7,421 | 0.88 | 1 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 276 | -25.61 | 30 | -11.76 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 26,313 | 0.00 | 2,873 | 17.70 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 45,623 | 0.01 | 4,982 | 17.72 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 381,209 | -22.64 | 41,628 | -8.95 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,980 | 653 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 492,059 | -0.36 | 53,733 | 17.25 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11,697 | 1,277 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 14,964 | 1.77 | 1,634 | 19.79 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 318,222 | 5.61 | 34,750 | 24.29 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,467 | 8,050.00 | 160 | 15,900.00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 2,813 | 319 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 3,325 | 0.12 | 363 | 17.86 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 101,084 | 94.77 | 11,034 | 129.33 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5,510 | 596 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8,258,535 | 4.28 | 901,832 | 22.72 | ||||
| 2025-07-31 | 13F | United Community Bank | 4,277 | 16.95 | 467 | 37.76 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 7,811 | -44.73 | 844 | -36.25 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 611,791 | 4.64 | 66,808 | 23.14 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 22,372 | 155.74 | 2,443 | 201.23 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 583,763 | 150.18 | 63,747 | 194.43 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 4,810 | 525 | ||||||
| 2025-05-02 | 13F | Wealthgarden F.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Financial Harvest, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 855,364 | 15.24 | 93,405 | 35.62 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 2,156 | 235 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 3,191 | -3.33 | 348 | 13.73 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21,254 | 10.32 | 2,321 | 29.83 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 22,231 | 26.08 | 2,428 | 48.35 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 5,053 | 0.00 | 552 | 17.74 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 3,644 | 0.00 | 398 | 17.46 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 47,309 | 3.36 | 5,166 | 21.67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 44,616 | -5.64 | 4,872 | 11.06 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,419 | 56.80 | 155 | 85.54 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 4,209 | 0.00 | 460 | 17.69 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Truepoint, Inc. | 7,050 | -19.55 | 770 | -5.41 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 9,376 | 20.05 | 1,024 | 41.10 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 9,254 | 1,051 | ||||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 2,483 | -9.38 | 271 | 6.69 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 98,871 | 18.41 | 10,797 | 39.34 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 62,232 | -9.45 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 116,007 | 0.66 | 12,668 | 18.46 |
