Mga Batayang Estadistika
| Pemilik Institusional | 1035 total, 1033 long only, 0 short only, 2 long/short - change of 4.01% MRQ |
| Alokasi Portofolio Rata-rata | 0.4850 % - change of 2.99% MRQ |
| Saham Institusional (Jangka Panjang) | 35,733,388 (ex 13D/G) - change of -0.80MM shares -2.20% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 9,801,583 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) memiliki 1035 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 35,733,388 saham. Pemegang saham terbesar meliputi Morgan Stanley, Assetmark, Inc, Royal Bank Of Canada, Bank Of America Corp /de/, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., UBS Group AG, Pnc Financial Services Group, Inc., Truepoint, Inc., and Jones Financial Companies Lllp .
Struktur kepemilikan institusional Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (ARCA:VOT) 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 4, 2025 is 289.09 / share. Previously, on September 5, 2024, the share price was 230.15 / share. This represents an increase of 25.61% 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 | Frisch Financial Group, Inc. | 6,202 | -1.49 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 464 | 132 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2,202 | 0.00 | 626 | 16.36 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 293 | 0.00 | 83 | 16.90 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 150 | 0.00 | 43 | 16.67 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 11,527 | 8.75 | 3,278 | 26.42 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,098,715 | -3.05 | 312,464 | 12.70 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1,805 | -24.06 | 514 | -11.53 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 27,073 | -0.01 | 7,699 | 16.25 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 22,119 | 601.74 | 1,006 | 30.48 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 412 | 0.00 | 0 | |||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 6,730 | 1,716 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 2,050 | 17.08 | 583 | 36.21 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 4,381 | -11.99 | 1,246 | 2.30 | ||||
| 2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 8,692 | -1.47 | 2,472 | 14.50 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 3,632 | -0.95 | 1,033 | 15.05 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2,500 | -0.16 | 711 | 16.18 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 547 | 0.00 | 155 | 16.54 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,188 | 33.50 | 907 | 55.14 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 278 | -76.74 | 79 | -73.93 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 10,743 | 3,055 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1,615 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 70,442 | 76.71 | 20 | 122.22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 644 | 5.57 | 183 | 22.82 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 1,111 | 316 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 84,976 | -1.35 | 24,166 | 14.68 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1,984 | 0.00 | 564 | 16.29 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 23,576 | 0.02 | 6,705 | 16.27 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 370 | 0.00 | 105 | 16.67 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 18,477 | 130.24 | 5,255 | 167.65 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2,083 | 0.00 | 592 | 16.31 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 50,692 | -69.42 | 14,416 | -64.45 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,155 | -10.93 | 897 | 3.58 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12,276 | 25.12 | 3,491 | 44.79 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 42,027 | 34.88 | 11,952 | 56.81 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,007 | 0.00 | 572 | 16.29 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 2,138 | -3.13 | 608 | 12.59 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 42,389 | -40.85 | 12,055 | -31.23 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 1,804 | 0.00 | 513 | 16.33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Sicart Associates LLC | 965 | 274 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 913 | -46.67 | 260 | -38.04 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,603 | 18.04 | 456 | 37.05 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 889 | 253 | ||||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 899 | 0.00 | 256 | 16.44 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 200 | 0.00 | 57 | 16.67 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 11,819 | -34.14 | 3,463 | -21.12 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 955 | 0.00 | 272 | 16.74 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 10,972 | 0.00 | 3,120 | 16.24 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2,104 | 0.00 | 598 | 16.34 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,072 | -74.11 | 589 | -70.99 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3,842 | -0.05 | 1,093 | 16.17 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 284 | 0.00 | 81 | 15.94 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 88 | 0.00 | 25 | 19.05 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 224 | 0.00 | 64 | 16.67 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 1,013 | -3.52 | 288 | 12.50 | ||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 14,119 | -3.91 | 4,015 | 11.71 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1,274 | 0.00 | 363 | 16.40 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 5,759 | -16.14 | 1,638 | -2.50 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1,305 | -3.97 | 371 | 11.75 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,219 | 629 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 44,680 | -0.94 | 12,706 | 15.15 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6,796 | 53.48 | 1,933 | 78.39 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 29,216 | 3.73 | 8,309 | 20.58 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1,312 | -15.46 | 373 | -1.58 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 7,741 | 0.00 | 2,202 | 16.27 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 13 | 3 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 11,849 | -1.55 | 3,370 | 14.44 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 1,165 | -36.34 | 331 | -25.95 | ||||
| 2025-08-12 | 13F | Bokf, Na | 31,237 | 17.77 | 8,883 | 36.91 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 501 | 118.78 | 142 | 153.57 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 4,625 | 88.01 | 1,315 | 118.80 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 186,310 | 2.86 | 52,985 | 19.58 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 27,416 | -3.85 | 7,797 | 11.77 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 24,086 | 5.06 | 6,850 | 22.13 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 5,102 | -3.88 | 1,451 | 11.71 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,661 | 14.40 | 2,463 | 32.94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30,326 | 31.36 | 8,624 | 52.72 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 2,618 | -27.44 | 745 | -15.65 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 28,980 | 0.00 | 8,242 | 16.25 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2,909 | -23.61 | 827 | -1.43 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 3,010 | -2.53 | 856 | 13.38 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 1,027 | -2.93 | 292 | 13.18 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 14,169 | 0.51 | 4,029 | 16.85 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 761 | -26.40 | 216 | -14.29 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 46,270 | -3.11 | 13,159 | 12.63 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3,619 | -4.41 | 1,029 | 11.12 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,166 | 92.73 | 332 | 123.65 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 138 | 0.00 | 39 | 18.18 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 214 | 0.00 | 61 | 15.38 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Sepio Capital, LP | 2,722 | -13.64 | 774 | 0.39 | ||||
| 2025-04-22 | 13F | Perfromance Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 6 | 0.00 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 1,223 | -7.42 | 348 | 7.43 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 1,981 | -0.05 | 563 | 16.32 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3,379 | 2.33 | 961 | 19.08 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7,975 | -50.81 | 2,271 | -42.72 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 885 | 0.00 | 252 | 16.20 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 2,362 | -4.95 | 672 | 10.54 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 837 | -4.78 | 238 | 10.70 | ||||
| 2025-04-10 | 13F | Cathy Pareto & Associates, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 5,526 | 168.64 | 1,571 | 212.33 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 838 | -36.85 | 238 | -26.54 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 4,873 | 0.41 | 1,386 | 16.68 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1,578 | -34.69 | 449 | -24.07 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9,667 | 978.91 | 2,749 | 1,155.25 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Mainsail Asset Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 2,480 | 0.00 | 705 | 16.34 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 173,203 | 10.07 | 49,257 | 27.95 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 4,339 | -0.12 | 1,234 | 16.10 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,907 | -76.46 | 542 | -72.64 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1,062 | -4.15 | 302 | 11.07 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,360 | 956 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 948 | 0.00 | 270 | 16.45 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 485 | -1.02 | 138 | 15.13 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3,262 | 7.37 | 928 | 24.76 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 2,355 | -27.04 | 670 | -15.21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31,342 | 1.68 | 8,913 | 18.21 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 528 | 252.00 | 150 | 316.67 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 817 | 232 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 70,209 | 19,967 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5,654 | -10.24 | 1,608 | 4.35 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 39,004 | 8.53 | 11,092 | 26.16 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 114 | 33 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 10,807 | 0.00 | 3 | 50.00 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 7,701 | 1.10 | 2,190 | 17.55 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 13,400 | 77.65 | 3,811 | 99.06 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,444 | 0.00 | 411 | 16.15 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 1,156 | 329 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 6,371 | -9.67 | 1,812 | 4.99 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 173 | 0.00 | 49 | 16.67 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 151,479 | -2.27 | 43 | 16.22 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 118 | 0.00 | 30 | 3.57 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 15 | 4 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 38,625 | 27.70 | 10,985 | 48.39 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 2,100 | -3.85 | 597 | 11.80 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 750 | 213 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 5,492 | 2.64 | 1,562 | 15.03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 75,190 | 3.47 | 21,383 | 20.29 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 1,303 | 0.85 | 371 | 17.09 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 1,640 | -13.23 | 466 | 0.87 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 269 | -12.38 | 77 | 1.33 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 16,280 | 0.26 | 4,630 | 16.54 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 111,205 | 634.22 | 31,644 | 754.06 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9,993 | 2.52 | 2,846 | 19.38 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 753 | 214 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 10,176 | -5.79 | 2,894 | 13.63 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1,866 | -35.43 | 531 | -24.93 | ||||
| 2025-04-16 | 13F | Signature Resources Capital Management, LLC | 0 | 0 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 615 | 0.00 | 175 | 16.67 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 24,587 | -28.20 | 7 | -25.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 132,183 | 12.71 | 37,592 | 31.02 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1,727 | 80.84 | 491 | 118.22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32,309 | -2.46 | 9,188 | 13.39 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 960 | 273 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1,964 | 69.75 | 559 | 97.17 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6,513 | -48.01 | 1,747 | -40.52 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4,591 | 1,306 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 127 | 0.00 | 36 | 16.13 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 75 | 0.00 | 21 | 16.67 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 249 | 0.00 | 71 | 16.67 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2,280 | -6.44 | 648 | 8.72 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 110 | 0.00 | 31 | 10.71 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4,263 | -8.03 | 1,212 | 6.97 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 399 | 0.00 | 113 | 16.49 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 3,410 | 0.00 | 970 | 16.19 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 8,866 | 32.59 | 2,262 | 38.29 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 1,847 | 0.00 | 525 | 16.41 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 1,855 | 0.49 | 528 | 16.85 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 656 | 0.00 | 187 | 16.25 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 37,736 | 120.99 | 10,749 | 157.34 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 15,589 | -1.73 | 4,433 | 14.25 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 7,023 | -2.49 | 1,997 | 13.40 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2,309 | 0.00 | 657 | 16.31 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 15,151 | -62.51 | 4 | -55.56 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 1,854 | 0.00 | 527 | 16.34 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 996 | 283 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 228 | 65 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 44 | 0.00 | 13 | 20.00 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 3,990 | 0.00 | 1,135 | 16.19 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 3,428 | 975 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 800 | 226 | ||||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 2,767 | 0.00 | 787 | 16.27 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 7,329 | 0.00 | 2 | 100.00 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 316 | 0.00 | 90 | 15.58 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 4,918 | 0.78 | 1,399 | 13.66 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 1,184 | 0.00 | 337 | 10.89 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1,452 | 0.00 | 413 | 16.06 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 3,918 | 2.08 | 1,114 | 18.76 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6,248 | -21.25 | 1,777 | -8.45 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 7 | -50.00 | 2 | -66.67 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 18,493 | 1.93 | 5,259 | 18.50 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 795 | -85.43 | 226 | -83.06 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 1,032 | 0.00 | 293 | 16.27 | ||||
| 2025-05-29 | NP | JACFX - John Hancock Mid Cap Growth Fund Class NAV | 108,645 | 26,579 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 6,881 | -12.02 | 1,957 | 2.25 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 6,162 | -5.00 | 1,752 | 10.47 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1,000 | 0.00 | 284 | 16.39 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 19,116 | 3.35 | 5,436 | 20.16 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 8,481 | -0.46 | 2,412 | 15.69 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 248 | 115.65 | 71 | 150.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,880 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10,928 | -4.26 | 3,107 | 11.28 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 59,732 | -10.30 | 16,987 | 4.28 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2,962 | 58.31 | 842 | 84.25 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 101 | 0.00 | 29 | 16.67 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 24,676 | 1.31 | 7,018 | 17.77 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 981 | 279 | ||||||
| 2025-07-23 | 13F | BankPlus Trust Department | 928 | 0.00 | 264 | 15.86 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 29,003 | 0.26 | 8,248 | 16.55 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 294,253 | -8.24 | 83,629 | 6.59 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 9,042 | -0.86 | 2,571 | 15.24 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 331 | 9.60 | 94 | 28.77 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 789 | 348.30 | 224 | 420.93 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 7,459 | 153.28 | 2,121 | 194.58 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,608 | 0.00 | 457 | 16.28 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 176,802 | 2.02 | 50,280 | 18.60 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 44,118 | -1.79 | 12,547 | 14.17 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,451 | -42.15 | 1,578 | -44.22 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 46,921 | 1.13 | 13,344 | 17.56 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2,103 | 0.00 | 598 | 16.15 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 25,711 | 4.64 | 7,312 | 21.63 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 4,289 | 19.24 | 1,220 | 38.68 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 6,001 | 23.45 | 1,707 | 43.48 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 4,232 | 22.31 | 1,204 | 42.20 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 58,045 | -2.39 | 16,538 | 13.68 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 226 | 0.00 | 64 | 16.36 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 391 | 111 | ||||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 1,311 | 0.92 | 373 | 17.30 | ||||
| 2025-07-17 | 13F | City Holding Co | 6,100 | -2.94 | 1,735 | 12.82 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 2,273 | -4.17 | 556 | -13.42 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 1,281 | 0.00 | 364 | 16.29 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 883 | -0.56 | 251 | 15.67 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 55,201 | 2.86 | 15,699 | 19.58 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 4 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3,814 | -2.36 | 1 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 13 | 0.00 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7,693 | 66.52 | 2,189 | 102.03 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 9,098 | -0.85 | 2,587 | 15.29 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 849 | -32.03 | 241 | -21.31 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 230 | 0.00 | 65 | 16.07 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1,064 | 1.04 | 303 | 17.51 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 968 | -7.98 | 274 | 6.23 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 852 | 0.00 | 242 | 16.35 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,229 | -5.63 | 634 | 9.71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 33,279 | 8.52 | 9,465 | 26.15 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 767,631 | 6.08 | 216,764 | 22.71 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 717 | 204 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4,063 | 3.81 | 1,156 | 20.69 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 9,906 | -6.29 | 2,817 | 8.93 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 7,150 | -0.07 | 2,033 | 16.17 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5,268 | 26.94 | 1,498 | 47.59 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 5,820 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 18,642 | -0.45 | 4,561 | -4.02 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 1,086 | -4.40 | 309 | 11.19 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 5 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 228 | 65 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7,176 | 14.63 | 2,041 | 33.25 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 5 | 0.00 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 295 | 0.00 | 84 | 15.28 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6,691 | 3.98 | 1,903 | 20.84 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 103,948 | 0.92 | 29,562 | 17.31 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,688 | -14.01 | 480 | -0.21 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 20,691 | -1.17 | 5,884 | 14.90 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 50 | 0.00 | 14 | 16.67 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 874 | 3.68 | 249 | 20.39 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 10,743 | 0.08 | 3,055 | 16.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 743,504 | 10.29 | 211,445 | 28.21 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 2,200 | 0.41 | 626 | 16.60 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 2,542 | 30.76 | 723 | 46.45 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 55,972 | 3.17 | 15,918 | 19.94 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 17 | 4 | ||||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 1,863 | 11.62 | 531 | 29.58 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 3,761 | 31.46 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,611 | 2.53 | 1,027 | 19.16 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1,044 | -1.97 | 300 | 13.26 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5,168 | -5.23 | 1,470 | 10.12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,492,450 | 4.66 | 424,438 | 21.67 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 797 | -5.90 | 227 | 9.18 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2,645 | 5.34 | 752 | 22.48 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 1,221 | 0.08 | 347 | 16.44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3,148 | 19.20 | 895 | 38.76 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 83,087 | 2.72 | 23,629 | 19.41 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 25,348 | -0.06 | 7,209 | 16.18 | ||||
| 2025-04-28 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 1,379 | -4.37 | 392 | 11.36 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 27,980 | 27.39 | 7,957 | 48.09 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 25,125 | 2.00 | 7,145 | 23.02 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 3,374 | 18.84 | 960 | 38.18 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 4,532 | 0.96 | 1,289 | 17.30 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5,744 | -6.51 | 1,634 | 8.72 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 128,162 | 2.79 | 36,448 | 19.49 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 277 | 0.00 | 68 | 6.35 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 4,005 | 0.00 | 1,139 | 16.24 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 181 | 0.00 | 51 | 15.91 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,004 | 4.38 | 570 | 21.32 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 23,368 | -18.61 | 6,646 | -5.38 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 155 | 0.00 | 44 | 18.92 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 6,431 | -0.46 | 1,829 | 15.70 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 1,069 | -11.06 | 304 | 3.40 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10,200 | 343.48 | 2,901 | 416.01 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 1,424 | 0.00 | 405 | 16.09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 5 | -95.00 | 1 | -95.83 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 733 | 210 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,017 | 3.99 | 1,996 | 20.91 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 37,114 | 0.76 | 10,555 | 17.12 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 82,059 | -15.87 | 23,337 | -2.20 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3,820 | 35.85 | 1,086 | 58.08 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,215 | 73.73 | 630 | 102.25 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 745 | 0.00 | 212 | 15.93 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 2,779 | 790 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 476 | 0.00 | 138 | 17.09 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 7,381 | -31.09 | 2,099 | -19.89 | ||||
| 2025-08-14 | 13F | Family Management Corp | 6,282 | -8.28 | 1,787 | 6.63 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5,946 | -43.76 | 1,691 | -34.65 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 150 | 43 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 5,682 | 0.00 | 1,616 | 16.19 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 860 | -78.66 | 245 | -75.23 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 500 | 0.00 | 142 | 16.39 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 795 | 226 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1,544 | 0.26 | 439 | 16.76 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 47,677 | -6.47 | 13,559 | 8.72 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 3,178 | -45.00 | 904 | -36.09 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,366 | 0.00 | 388 | 16.17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 135,595 | 40.69 | 38,562 | 63.55 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 5,150 | 0.00 | 1,465 | 16.28 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2,414 | -21.62 | 686 | -8.90 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8,964 | -1.82 | 2,549 | 14.15 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1,738 | 32.87 | 494 | 54.86 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 180,588 | -3.41 | 51,357 | 12.29 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 11,590 | 3,296 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 2,465 | -0.36 | 701 | 15.87 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 513 | 0.20 | 146 | 16.00 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 2,467 | 702 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1,054 | 0.00 | 300 | 16.34 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,676 | -12.02 | 1,045 | 2.25 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 5,117 | 11.87 | 1,455 | 30.14 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 91 | 160.00 | 26 | 212.50 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 1,963 | 0.00 | 558 | 16.25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6,363 | -80.43 | 1,810 | -77.26 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 1,112 | 0.09 | 316 | 16.61 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,518 | 2.11 | 2,708 | 18.68 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 2,620 | 0.11 | 641 | -3.61 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 16,200 | -2.99 | 4,607 | 12.78 | |||
| 2025-08-11 | 13F | Citigroup Inc | 10,402 | -1.72 | 2,958 | 14.25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 6,200 | 55.00 | 1,763 | 80.27 | |||
| 2025-07-18 | 13F | PFG Investments, LLC | 1,042 | 9.34 | 296 | 27.04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,731 | -8.56 | 492 | 5.58 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 19,866 | -3.84 | 5,650 | 11.77 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 14,951 | 0.27 | 4,252 | 16.56 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2,372 | 16.56 | 675 | 30.62 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 597,195 | 20.05 | 169,836 | 39.56 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 145,843 | 3.34 | 41,812 | 21.10 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 210 | 0.00 | 60 | 15.69 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 3,092 | 3.72 | 879 | 20.58 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,632 | -12.92 | 1,033 | 1.18 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 508 | 0.00 | 144 | 16.13 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 333 | 0.00 | 95 | 16.05 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 3,348 | 7.41 | 952 | 24.93 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 2,153 | -14.60 | 612 | -0.65 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 868 | 0.00 | 247 | 16.51 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 88,460 | -0.85 | 25,157 | 15.26 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47,707 | 1.31 | 13,567 | 17.77 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 34,937 | 1.17 | 9,936 | 17.62 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 430 | 122 | ||||||
| 2025-08-11 | 13F | October Effect Ltd | 1,066 | 303 | ||||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 1,952 | 49.24 | 555 | 73.98 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1,105 | 0.00 | 314 | 16.30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,178 | -19.73 | 1,473 | -6.72 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 1,914 | 0.00 | 544 | 16.24 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 1,231 | 0.00 | 350 | 16.28 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 122 | 0.00 | 35 | 17.24 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 1,144 | 0.00 | 328 | 17.56 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 17,006 | -1.40 | 4,836 | 14.62 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 3,264 | -5.25 | 928 | 10.21 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2,062 | -61.49 | 586 | -55.27 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 4,635 | 0.00 | 1,318 | 16.33 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 19 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 1,895 | -4.15 | 539 | 11.39 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 2,729 | -3.74 | 776 | 11.98 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20,764 | -8.12 | 5,900 | 6.75 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 23,045 | -12.12 | 6,182 | -9.33 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,073 | 1 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 272 | 0.00 | 77 | 16.67 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 4,908 | 6.16 | 1,201 | -5.14 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 126,470 | 12.30 | 35,967 | 30.55 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 267 | 5.95 | 76 | 15.38 | ||||
| 2025-03-25 | 13F | Arrow Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7,242 | -2.23 | 2,060 | 13.63 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 4,940 | 0.06 | 1 | -99.92 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1,100 | 4,682.61 | 313 | 6,140.00 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 28,500 | 14.00 | 8,105 | 32.52 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,489 | 368.13 | 2,699 | 440.68 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 12,652 | 195.88 | 3,598 | 243.98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Finward Bancorp | 3,825 | 0.26 | 1,088 | 16.51 | ||||
| 2025-05-29 | NP | JAEVX - Mid Cap Stock Trust NAV | 50,303 | -21.50 | 12,306 | -1.39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,458,167 | 3.18 | 699,078 | 19.94 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 160 | 0.00 | 46 | 15.38 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 3,548 | -48.92 | 1,009 | -40.61 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 57 | 0.00 | 16 | 23.08 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 37 | 11 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 11 | 3 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 165,395 | -25.78 | 47,037 | -13.73 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,229,552 | 15.80 | 349,672 | 34.61 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 1,500 | 0.00 | 427 | 16.39 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 2,030 | 0.00 | 577 | 16.33 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 903 | 10.12 | 257 | 28.00 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 9,231 | 2,625 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 1,155 | 7.44 | 328 | 25.19 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 13,276 | 4.12 | 3,775 | 21.03 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 30,122 | -62.12 | 8,566 | -55.97 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2,071 | 27.92 | 589 | 48.48 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,001,939 | -1.27 | 569,331 | 14.78 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7,867 | -17.52 | 2,246 | -3.73 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 24,071 | -3.71 | 6,846 | 11.94 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 557 | -42.46 | 158 | -35.51 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 27,594 | 5.77 | 7,848 | 22.96 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 32,345 | 2.52 | 9,199 | 19.18 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 37 | 9 | ||||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6,239 | 7.77 | 1,774 | 25.28 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2,676 | 0.00 | 782 | 17.44 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 17,099 | 4,863 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 8,755 | 26.99 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 732 | 208 | ||||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 1,711 | -7.71 | 487 | 7.28 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1,007 | 0.00 | 294 | 19.51 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 4,577 | 2.19 | 1,302 | 18.81 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 76,286 | -7.02 | 21,695 | 8.09 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 859 | -18.58 | 244 | -5.43 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 13,067 | 3,716 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 712 | -16.82 | 202 | -3.35 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 71,789 | 130.28 | 20,416 | 167.72 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4,042 | 1,150 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 800 | 0.00 | 228 | 16.41 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 789 | 0 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 8,988 | 0.39 | 2,556 | 16.67 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 895 | 0.00 | 255 | 16.51 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 770 | -5.17 | 219 | 10.10 | ||||
| 2025-07-31 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 4,407 | -68.40 | 1,253 | -63.27 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 4,430 | -0.43 | 1,260 | 15.72 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 18,481 | -3.44 | 5,256 | 12.24 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 797 | 76.33 | 227 | 105.45 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 31 | -13.89 | 9 | 0.00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 6,611 | 10.94 | 1,880 | 29.03 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 267 | 187.10 | 76 | 245.45 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 42,600 | -22.40 | 12,115 | -13.03 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 2,393 | 681 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 3,328 | 0.00 | 946 | 16.22 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 27,708 | -85.73 | 7,880 | -83.41 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 103 | 18.39 | 29 | 38.10 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4,770 | -14.42 | 1,357 | -1.45 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 159,128 | -24.13 | 45,255 | -11.80 | ||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 917 | 0.00 | 261 | 16.07 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 42,933 | 3.61 | 12,210 | 20.44 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 21,156 | 1.09 | 6,017 | 17.52 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 7,097 | -4.25 | 2,018 | 11.31 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4,915 | -46.08 | 1 | -50.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 103,550 | 2.33 | 29,449 | 18.95 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 3,052 | 0.00 | 868 | 16.35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2,165 | 1.55 | 616 | 18.04 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,859 | -10.12 | 813 | 4.50 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 7 | 2 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 21,927 | 20.52 | 6,236 | 40.11 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 257,449 | -3.34 | 73,216 | 12.36 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1,236 | -4.41 | 352 | 11.08 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 837 | -6.90 | 238 | 8.68 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 1,249 | 32.45 | 355 | 54.35 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 78 | 22 | ||||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 3,170 | 0.00 | 902 | 16.26 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41,105 | 0.98 | 11,690 | 17.38 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16,188 | -3.38 | 4,604 | 12.32 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 31,724 | -1.54 | 9,022 | 14.46 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1,339 | 0.00 | 381 | 16.21 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 1,622 | -6.57 | 461 | 8.73 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5,916 | -0.40 | 1,682 | 15.76 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 45,147 | 81.59 | 12,839 | 111.10 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 830 | 0.00 | 236 | 16.26 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3,330 | 23.52 | 947 | 43.55 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 764 | 217 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 50,482 | -2.43 | 14,290 | 17.30 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 11,455 | -2.09 | 3,258 | 13.80 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6,416 | 2.97 | 1,827 | 19.88 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 16,261 | 8.51 | 4,624 | 26.13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1,300 | 44.44 | 370 | 67.73 | |||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 1,767 | 16.79 | 502 | 35.68 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 53,940 | 5.57 | 15,340 | 22.72 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 386 | 0.00 | 110 | 15.96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1,800 | 50.00 | 512 | 74.40 | |||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 4,487 | 1,276 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 772 | 220 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 14,402 | 0.50 | 4,096 | 16.83 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 10,539 | 180.14 | 2,997 | 225.76 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 518 | 0.00 | 147 | 16.67 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 380,178 | 9.30 | 108,119 | 27.06 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 446 | -42.67 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,315 | 93.10 | 374 | 125.30 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 31,128 | 22.69 | 8,852 | 42.64 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 2,480 | 1.35 | 705 | 17.89 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 440 | 0.00 | 125 | 16.82 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1,175 | -11.32 | 335 | 3.09 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1,286 | 366 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 129 | 0.00 | 37 | 16.13 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5,206 | 1,483 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43,565 | 4.21 | 12 | 20.00 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 21,357 | 1.71 | 6,074 | 18.24 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 1,200 | 0.00 | 341 | 16.38 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 254 | 0.00 | 72 | 16.13 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 133,762 | 1.57 | 38,041 | 18.07 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 797 | 227 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 3,287 | 0.00 | 946 | 17.66 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 257,550 | -6.80 | 73,245 | 8.34 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 7,742 | 193.59 | 2,202 | 241.24 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 85,688 | 7.37 | 24,370 | 24.82 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 4,943 | -87.04 | 1,406 | -84.94 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 43 | 0.00 | 12 | 20.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 356,256 | -1.00 | 101,287 | 15.09 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2,202 | -15.37 | 626 | -1.57 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 33,967 | 9,660 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7,374 | 0.61 | 2,097 | 17.02 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1,373 | 0.00 | 390 | 16.42 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 7,546 | -0.67 | 1,846 | -4.20 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 2,900 | -4.48 | 825 | 11.05 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10,866 | 0.18 | 3,152 | 14.58 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 39,020 | -1.10 | 11,097 | 14.97 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 391 | 0.00 | 111 | 16.84 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 137 | -88.94 | 39 | -87.46 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Baring Financial LLC | 14,103 | 4.97 | 4,011 | 22.03 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 168 | 0.00 | 48 | 14.63 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 275 | 0.00 | 78 | 16.42 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1,980 | -19.84 | 563 | -6.79 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,035 | 3.51 | 579 | 20.42 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 83,918 | 1.47 | 24 | 15.00 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 295 | 0.00 | 84 | 15.28 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 190 | 0.00 | 54 | 17.39 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 12,606 | -0.34 | 3,585 | 15.87 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 15,824 | 0.49 | 4,500 | 16.82 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 31,117 | 5.24 | 8,849 | 126,314.29 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3,842 | 2.24 | 1,093 | 18.82 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 615 | 0.00 | 175 | 16.00 | ||||
| 2025-07-31 | 13F | City State Bank | 1,002 | 0.00 | 285 | 15.92 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 48,897 | 64.24 | 13,906 | 90.92 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 14,170 | -1.72 | 4,030 | 14.23 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 | 4,017 | 25.02 | 983 | 57.12 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 16,001 | -9.75 | 4,551 | 4.91 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 1,676 | 5.01 | 477 | 16.38 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 928 | 0.00 | 264 | 15.86 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 9,427 | 0.17 | 2,681 | 16.46 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1,340 | 28.85 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 29,894 | 12.16 | 9 | 33.33 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 26,595 | 126.22 | 7,563 | 162.97 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15,075 | -4.84 | 4,287 | 10.63 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 475 | 0.00 | 135 | 16.38 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 102,622 | -11.49 | 29,185 | 2.89 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,874 | 0.00 | 817 | 16.22 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 1,212 | 0.00 | 345 | 16.22 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13,471 | 0.02 | 3,837 | 16.48 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 1,010 | -0.69 | 287 | 28.13 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 2,592 | 0.70 | 1 | |||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 7,915 | 0.00 | 2,251 | 16.22 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3,475 | 0.00 | 988 | 16.24 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1,825 | -1.62 | 519 | 14.57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 82,993 | 4.04 | 24 | 21.05 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 37 | 0.00 | 11 | 11.11 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 225 | 0.00 | 64 | 14.55 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 884 | 0.00 | 251 | 16.20 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 5,709 | 0.39 | 1,624 | 16.68 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 21,286 | -12.34 | 6,054 | 1.90 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,072 | -1.95 | 874 | 13.97 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 29,700 | -29.79 | 8,446 | -21.31 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 3,121 | -11.11 | 889 | 3.50 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 22,346 | 12.21 | 6,355 | 47.55 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1,356 | 0.00 | 386 | 16.31 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 10,736 | -4.19 | 3 | 50.00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1,116 | -0.89 | 317 | 15.27 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 6,200 | 0.00 | 1,763 | 16.29 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 891 | 0.56 | 253 | 17.13 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3,636 | -50.46 | 1,034 | -42.40 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 2,548 | -82.27 | 725 | -79.31 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 1,566 | -0.38 | 445 | 15.89 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,276 | 10.39 | 2,923 | 28.33 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1,090 | -31.83 | 310 | -20.97 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 170 | -38.63 | 48 | -31.43 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 2,835 | 0.14 | 806 | 16.47 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1,144 | -47.31 | 324 | -39.17 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8,141 | 3.59 | 2,315 | 20.45 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 17,400 | -43.14 | 4,948 | -33.89 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 2,097 | 0.00 | 596 | 16.18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 153,983 | -0.63 | 43,791 | 15.52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 45,382 | 1.74 | 12,906 | 18.05 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 2,806 | 0.36 | 798 | 16.52 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 725 | -15.20 | 206 | -1.44 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 2,717 | 146.11 | 773 | 175.71 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 982 | 0.00 | 279 | 16.25 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 1,862 | -9.70 | 530 | 4.96 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3,032 | -24.18 | 862 | -11.86 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 6,952 | 2.86 | 1,977 | 19.60 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5,340 | 0.36 | 1,519 | 16.68 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1,161 | 2.29 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 991 | 0.00 | 282 | 16.12 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 11,308 | 5.51 | 3,243 | 29.88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 391,079 | 5.21 | 111,219 | 22.31 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 1,290 | 0.00 | 367 | 16.19 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1,423 | 0.57 | 405 | 16.76 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12,432 | 5.71 | 3,536 | 22.87 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 147,242 | -3.57 | 41,874 | 12.09 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 6,235 | 1,773 | ||||||
| 2025-07-15 | 13F | Kentucky Trust Co | 100 | 0.00 | 28 | 16.67 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22,514 | -0.37 | 6,403 | 15.83 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 1,194 | -25.38 | 340 | -13.30 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 106,479 | -3.28 | 30,282 | 12.44 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 7,169 | 24.42 | 2,072 | 46.98 | ||||
| 2025-05-07 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,381 | 2.80 | 962 | 19.53 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 1,474 | -0.41 | 419 | 15.75 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 210 | 54.41 | 60 | 78.79 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 725 | -1.63 | 206 | 14.44 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 185 | 0.00 | 52 | 15.56 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Balentine LLC | 253 | 0.00 | 72 | 16.39 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,466 | -2.22 | 701 | 13.80 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5,698 | 1.51 | 1,595 | 16.17 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 5,489 | 0.00 | 1,561 | 16.32 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 403 | 0.00 | 115 | 16.33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 82 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2,038 | 9.81 | 580 | 27.53 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1,119 | 0.00 | 318 | 16.48 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 64,825 | -14.23 | 18 | 0.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 48 | 0.00 | 14 | 18.18 | ||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 1,355 | -8.94 | 385 | 5.77 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 5,282 | -5.51 | 1,510 | 9.19 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 10,303 | 0.20 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 1,139 | 324 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 195 | 0.00 | 55 | 17.02 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 178 | 71.15 | 51 | 100.00 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 3,219 | -3.57 | 1 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 667 | -72.09 | 190 | -67.64 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 7,511 | -2.38 | 2,126 | 12.20 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 17,355 | -7.97 | 4,936 | 6.98 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 597 | 0.00 | 170 | 15.75 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 43 | 0.00 | 12 | 9.09 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 8,445 | 4.22 | 2,402 | 21.14 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,613 | 1,596 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 60,970 | 466.64 | 17,339 | 558.78 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3,756 | 32.53 | 1,079 | 51.62 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 10 | 0.00 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Rothschild & Co Wealth Management UK Ltd | 3,842 | -0.85 | 1,093 | 15.31 | ||||
| 2025-08-06 | 13F | Simmons Bank | 8,244 | -9.13 | 2,345 | 5.63 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 4,614 | -8.31 | 1,312 | 6.58 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1,658 | 0.00 | 471 | 16.30 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 20,053 | -1.58 | 5,703 | 14.41 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1,111 | -0.80 | 316 | 15.38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13,229 | -1.39 | 3,762 | 14.63 | ||||
| 2025-07-07 | 13F | Trust Co | 149,104 | -6.20 | 42,404 | 9.04 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 25 | 0.00 | 7 | 16.67 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 2,777 | 0.00 | 790 | 16.20 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 1,359 | 387 | ||||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2,544 | 0.00 | 723 | 16.24 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14,111 | 88.05 | 4,013 | 118.69 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,584 | -25.35 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12,876 | -1.37 | 3,662 | 14.66 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 22,479 | 1.63 | 6,393 | 18.13 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5,338 | -5.40 | 1,518 | 10.00 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 1,474 | 0.00 | 419 | 16.39 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 2,136 | 0.00 | 607 | 16.28 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 735 | 209 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 19,281 | -2.19 | 5,483 | 13.71 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 65,148 | 2.02 | 18,528 | 18.60 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 590 | 0.51 | 168 | 16.78 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 604 | 0.00 | 172 | 16.33 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10,205 | 3.21 | 2,902 | 19.97 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 19,440 | 0.02 | 5,528 | 16.28 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 901 | 0.00 | 256 | 16.36 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 19,664 | -0.65 | 5,592 | 15.47 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3,651 | 0.00 | 1,038 | 16.24 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 1,260 | 0.00 | 358 | 16.23 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank of Marin | 2,367 | 673 | ||||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 2,656 | 0.00 | 755 | 16.33 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 8,918 | 9.61 | 2,536 | 27.44 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 1,670 | 0.00 | 475 | 16.18 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 17,696 | -1.24 | 5,033 | 14.81 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 330 | 0.00 | 94 | 16.25 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 22,891 | 11.35 | 6,510 | 29.43 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 72 | 0.00 | 21 | 17.65 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5,324 | 5.03 | 1,514 | 22.10 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 90 | 0.00 | 26 | 13.64 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 716 | 204 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 1,766 | -6.86 | 502 | 8.42 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,650 | 23.60 | 469 | 43.87 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Tenret Co LLC | 20,260 | -4.23 | 5,762 | 11.32 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 553 | 0.00 | 157 | 16.30 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 20,074 | 5.27 | 6 | 25.00 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 7,568 | 5.13 | 2,152 | 22.20 |
