Mga Batayang Estadistika
| Pemilik Institusional | 474 total, 472 long only, 0 short only, 2 long/short - change of 6.74% MRQ |
| Alokasi Portofolio Rata-rata | 0.3543 % - change of 2.98% MRQ |
| Saham Institusional (Jangka Panjang) | 18,451,371 (ex 13D/G) - change of 2.03MM shares 12.37% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,013,493 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard World Fund - Vanguard Communication Services ETF (US:VOX) memiliki 474 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 18,451,371 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Green Harvest Asset Management LLC, Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Beacon Capital Management, Inc., UBS Group AG, Envestnet Asset Management Inc, Kingstone Capital Partners Texas, LLC, and Foundations Investment Advisors, LLC .
Struktur kepemilikan institusional Vanguard World Fund - Vanguard Communication Services ETF (ARCA:VOX) 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 184.76 / share. Previously, on September 5, 2024, the share price was 137.05 / share. This represents an increase of 34.81% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Dakota Wealth Management | 11,829 | -41.49 | 2,023 | -32.57 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 9,469 | -2.65 | 1,619 | 12.20 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 2,269 | 0.00 | 388 | 15.48 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2,151 | 0.00 | 368 | 15.05 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 36 | 0.00 | 6 | 20.00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 30,520 | -1.31 | 5,220 | 13.75 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 1,195 | 204 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 899 | 0.00 | 154 | 15.04 | ||||
| 2025-07-31 | 13F | City State Bank | 185 | 0.00 | 32 | 14.81 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 12,637 | 9.48 | 2,161 | 26.23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,086,588 | 2.70 | 185,839 | 18.37 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 23 | 4 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 6,526 | -2.70 | 1,116 | 12.16 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 1,548 | 0.00 | 265 | 15.28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 346 | 0.00 | 59 | 15.69 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 1,227 | 210 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,852 | -11.56 | 317 | 1.94 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Sabal Trust CO | 13,870 | -24.38 | 2,058 | -27.59 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1,503 | -38.05 | 257 | -28.41 | ||||
| 2025-05-09 | 13F | Financial Connections Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 41,429 | -7.93 | 7,086 | 6.13 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 14,375 | 2,459 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25,692 | 71.90 | 4,394 | 97.57 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12,781 | 17.61 | 2,186 | 35.55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13,694 | 0.49 | 2,342 | 15.83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 259,149 | 9.70 | 44,322 | 26.44 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,938 | -23.17 | 845 | -11.44 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 23 | 0.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 428 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Mason & Associates Inc | 45,089 | 9.10 | 7,712 | 25.75 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 72,630 | -2.58 | 12,422 | 12.28 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 102,700 | 0.00 | 18 | 13.33 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 38,850 | -2.59 | 6,644 | 12.27 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 736 | 308.89 | 126 | 380.77 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 2,216 | 0.00 | 379 | 15.55 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 232 | 0.00 | 40 | 14.71 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 2,175 | -37.23 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 10 | -70.59 | 1 | -75.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1,268 | -97.50 | 217 | -97.13 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 1,314 | 225 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 2,448 | -35.61 | 419 | -25.75 | ||||
| 2025-07-28 | 13F | Essex LLC | 1,804 | 309 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 103,193 | 17,649 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 333 | 0.00 | 57 | 14.29 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,328 | 227 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4,438 | -3.98 | 759 | 10.66 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 1,736 | 297 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 21,318 | 988.76 | 3,646 | 1,157.24 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 345 | 0.00 | 59 | 15.69 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 18 | 3 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1,221 | -10.02 | 209 | 3.48 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1,300 | -7.14 | 222 | 7.25 | |||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 17 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 410 | 0.00 | 70 | 16.67 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 40 | 0.00 | 7 | 20.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 38,454 | -17.91 | 6,577 | -5.38 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 9,831 | 386.20 | 1,681 | 460.33 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 57,952 | -3.60 | 9,912 | 11.11 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 120 | 0.00 | 21 | 17.65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20,841 | 2.96 | 3,564 | 18.68 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 539,782 | 64 | ||||||
| 2025-04-17 | 13F | Access Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,966,879 | 8.72 | 336,395 | 25.31 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 3,437 | -42.02 | 588 | -33.22 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 16 | 3 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 3,516 | -18.19 | 601 | -5.65 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2,895 | 6.75 | 495 | 23.13 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 5,390 | 0.11 | 922 | 15.41 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1,589 | 0.25 | 272 | 15.32 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 25,903 | -0.02 | 4,430 | 15.24 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1,760 | 4.39 | 301 | 20.40 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 7,923 | -13.44 | 1,355 | -0.22 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 14,878 | -1.72 | 2,545 | 13.27 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 10,212 | 0.00 | 1,747 | 15.25 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 25 | 4 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 8,377 | -22.48 | 1,433 | -10.67 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 8,428 | 11.01 | 1,441 | 27.98 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 1,812 | 0.00 | 310 | 15.30 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6,099 | 21.28 | 1,043 | 39.81 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 30,830 | -13.65 | 5,273 | -0.47 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 2,975 | 12.48 | 509 | 29.59 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 2,513 | 13.71 | 430 | 31.19 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 25,812 | -1.61 | 4,415 | 13.41 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 172 | 0.00 | 29 | 16.00 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2,107 | -6.98 | 360 | 7.14 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 54 | 10.20 | 9 | 28.57 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 14,320 | 8.57 | 2,449 | 25.09 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 184 | 0.00 | 31 | 14.81 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,476 | 0.00 | 252 | 28.57 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 2,226 | 0.00 | 381 | 15.15 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 5,241 | 3.62 | 896 | 19.47 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 32 | 6.67 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 195 | -25.86 | 33 | -17.50 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 115,677 | -2.19 | 19,784 | 12.73 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11,889 | 83.98 | 2 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 94,105 | -11.24 | 16,095 | 2.31 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 54 | 0.00 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 23,424 | -39.26 | 4,006 | -29.99 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 1,687 | 14.37 | 289 | 32.11 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6,333 | 1,083 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,550 | 0.00 | 436 | 18.16 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3,572 | 0.00 | 611 | 15.09 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 945 | -6.16 | 162 | 8.05 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 2,072 | -6.79 | 354 | 7.60 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 6,804 | 0.52 | 1,164 | 15.84 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 5,408 | 4.73 | 1 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8,609 | -24.21 | 1,472 | -12.64 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 175 | 0.00 | 30 | 16.00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,032 | 0.00 | 177 | 15.03 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 34,577 | -1.51 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8 | 1 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 180 | 0.00 | 31 | 15.38 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 7,460 | 26.81 | 1 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5 | -99.98 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1,769 | 303 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 8,483 | 1.67 | 1,451 | 17.12 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 60 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2,361 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9,744 | 0.28 | 1,667 | 15.61 | ||||
| 2025-04-11 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender Fund Class A Shares | 8,200 | -25.45 | 1,402 | -14.09 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 16,139 | -5.60 | 2,762 | 8.14 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 322 | -8.78 | 55 | 5.77 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2,503 | 36.70 | 428 | 57.93 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 1,143 | 0.00 | 195 | 15.38 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 200 | 0.00 | 34 | 17.24 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 75 | 0.00 | 13 | 9.09 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 9,222 | 14.97 | 1,577 | 32.52 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 9,936 | -2.81 | 1,699 | 12.00 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 26,412 | 4,517 | ||||||
| 2025-07-10 | 13F | Peoples Bank/KS | 5,027 | 19.78 | 860 | 38.10 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 40,436 | -20.10 | 6,916 | -7.92 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3,998 | 0.00 | 684 | 15.18 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 112 | 0.90 | 19 | 18.75 | ||||
| 2025-08-13 | 13F | McCollum Christoferson Group LLC | 2,091 | 6.63 | 358 | 23.10 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 103,681 | 6.86 | 17,733 | 23.16 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Tocqueville Asset Management L.p. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1,350 | -1.32 | 231 | 13.86 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 689 | 118 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Collective Family Office Llc | 3,135 | 0.00 | 536 | 15.27 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 379 | -0.52 | 65 | 14.29 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 71,848 | 2.44 | 12,288 | 18.07 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 9,575 | -12.88 | 1,638 | 0.43 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 1,606 | -50.22 | 275 | -42.68 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 500 | 0.00 | 86 | 14.86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3,146 | -52.17 | 538 | -44.82 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1,500 | 0.00 | 257 | 15.32 | ||||
| 2025-08-14 | 13F | FIL Ltd | 54,552 | 9,330 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Amundi | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 1,300 | -20.44 | 222 | -8.26 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 21,099 | 14.50 | 3,609 | 31.97 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,066 | 0.00 | 524 | 15.42 | ||||
| 2025-08-14 | 13F | Bank of Marin | 14,656 | 2,507 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 17,164 | -1.27 | 2,936 | 13.80 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1,450 | -0.62 | 248 | 14.35 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 2,867 | -12.40 | 490 | 1.03 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 1,848 | 0.00 | 316 | 15.33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13,535 | 136.30 | 2,009 | 126.38 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 19,479 | 2.78 | 3,331 | 18.46 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 717 | 0.00 | 123 | 15.09 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6,125 | -0.18 | 1,048 | 15.05 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 12,087 | -17.21 | 2,067 | -4.57 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 1,345 | 230 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 56 | 0.00 | 10 | 12.50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 331,114 | 8.98 | 56,621 | 25.56 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1,281 | -4.97 | 219 | 9.50 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 1,324 | 226 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 39 | 0.00 | 7 | 20.00 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6,377 | 0.00 | 1,091 | 15.22 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8,423 | -2.09 | 1,441 | 12.85 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 11,164 | 1.13 | 1,909 | 16.54 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 19,012 | -0.26 | 3,252 | 14.96 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 1,550 | -93.92 | 265 | -93.00 | ||||
| 2025-05-14 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 10,356 | -14.54 | 1,771 | -5.65 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 59,214 | -2.57 | 8,787 | -6.70 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 354 | 0.00 | 61 | 15.38 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 3,205 | -64.91 | 548 | -37.73 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 832 | 31.44 | 142 | 52.69 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,925 | -20.46 | 3,066 | -8.34 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,750 | -75.69 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 1,502 | 257 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 200 | 0.00 | 34 | 17.24 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9,327 | 2 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8,420 | -1.05 | 1,342 | 13.64 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 1,322 | 226 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 1,735 | 15.36 | 297 | 32.74 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 13,119 | 3.32 | 2,244 | 19.06 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 32,392 | -0.52 | 5,502 | 13.87 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 998 | -34.60 | 171 | -24.78 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,462 | 25.12 | 592 | 44.39 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,713 | -4.19 | 293 | 10.57 | ||||
| 2025-06-03 | 13F | Invst, LLC | 39,899 | -23.06 | 5,921 | -26.32 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 2,095 | 1.65 | 358 | 12.23 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1,486 | -6.13 | 254 | 8.55 | ||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 18,097 | 26.82 | 2,655 | 11.89 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7,309 | 3.21 | 1,254 | 19.33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 88,093 | -7.83 | 15,067 | 1.73 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 10,660 | 54.29 | 1,823 | 77.85 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 2,075 | 0.00 | 355 | 15.31 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 11,871 | 0.00 | 2,030 | 15.28 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,678 | 7.67 | 629 | 24.31 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7,044 | -23.95 | 1,205 | -12.37 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 37 | 6 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 21,427 | 1.15 | 3,665 | 16.58 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 100 | 0.00 | 17 | 21.43 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 1,607 | 5.03 | 275 | 20.70 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 57,717 | 9,732.54 | 9,871 | 11,245.98 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,306 | 2.95 | 394 | 19.03 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 512 | 0.00 | 88 | 16.00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 839 | -33.52 | 143 | -23.53 | ||||
| 2025-04-29 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 2,750 | 0.00 | 470 | 15.20 | ||||
| 2025-08-28 | NP | AAMAX - Absolute Capital Asset Allocator Fund Class A Shares | 20,800 | 0.00 | 3,557 | 15.26 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 17,089 | 245.23 | 2,923 | 298.09 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 37 | 6 | ||||||
| 2025-04-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 17,992 | 0.00 | 2,881 | 2.97 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6,689 | 7.28 | 1,144 | 23.57 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1,907 | 326 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 849 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13,356 | 6.86 | 2,284 | 23.19 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,138 | -15.26 | 537 | -2.37 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 151,208 | 97.90 | 25,861 | 128.09 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 687 | 22.90 | 117 | 44.44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13,530 | 8.46 | 2,314 | 25.01 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 3,194 | 5.13 | 546 | 21.33 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 12,481 | 0.00 | 2,135 | 15.23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 18,118 | 17.44 | 3,099 | 35.34 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 19,312 | -0.48 | 3,276 | 7.73 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 9,216 | -3.46 | 1,576 | 11.30 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 3,110 | 0.00 | 532 | 15.18 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 32,610 | 1,483.01 | 5,577 | 1,728.52 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,118 | 0.00 | 533 | 15.37 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 439 | 0.00 | 65 | -4.41 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 1,800 | 0.00 | 308 | 14.98 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5,429 | -2.98 | 806 | -7.15 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30,089 | 20.77 | 5,127 | 38.84 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 181,908 | -4.87 | 31,113 | 9.64 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 937 | 0.00 | 160 | 15.11 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4,380 | 749 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 200 | 0.00 | 34 | 17.24 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 9 | 2 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6,926 | -6.44 | 1,184 | 7.83 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 2,813 | -0.21 | 481 | 15.07 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,650 | 0.00 | 453 | 15.27 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 2,908 | -16.72 | 497 | -4.05 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 68,520 | 0.03 | 11,719 | 15.29 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 18 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,538 | 42.79 | 776 | 65.11 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 81 | 0.00 | 14 | 8.33 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 154 | 0.00 | 26 | 18.18 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 29,295 | -8.92 | 5,010 | 4.99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,224 | 0.62 | 551 | 16.00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 2,702 | 0.22 | 462 | 15.50 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Agf Management Ltd | 92,920 | -0.35 | 15,892 | 14.86 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 1,435 | 245 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 955 | 152 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 54,127 | 2.50 | 9,257 | 18.13 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 30,819 | -1.91 | 5,271 | 13.04 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 1,997 | -0.35 | 342 | 14.81 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 3,868 | 0.00 | 662 | 15.36 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10,681 | -8.26 | 1,827 | 5.73 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 430 | -14.20 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 317 | 403.17 | 54 | 500.00 | ||||
| 2025-08-25 | NP | NAVFX - The Sector Rotation Fund No Load Shares | 45,000 | 0.00 | 7,696 | 15.26 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 5,350 | -89.58 | 1 | -100.00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1,899 | 3.32 | 325 | 19.12 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,424 | -85.18 | 243 | -82.95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 346,126 | 36.28 | 59,198 | 57.07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,165 | 34.44 | 712 | 55.12 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 7,207 | 0.00 | 1,233 | 15.25 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 6,200 | 0.00 | 1,060 | 15.22 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 5 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 136 | 0.00 | 23 | 15.00 | ||||
| 2025-05-08 | 13F | Kagan Cocozza Asset Management | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 2,115 | 0.00 | 362 | 15.34 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,441 | 0.79 | 589 | 16.21 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2,767 | 5.45 | 473 | 21.59 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 1,743 | 0.00 | 298 | 15.50 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 50,313 | -2.36 | 8,605 | 12.53 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 43 | 0.00 | 7 | 16.67 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 152 | 0.00 | 26 | 18.18 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2,646 | 13.61 | 453 | 31.01 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4,097 | 20.57 | 701 | 38.89 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 3,469 | 46.87 | 593 | 69.43 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 759,842 | 192.75 | 129,956 | 216.34 | ||||
| 2025-08-13 | 13F | ESG Planning | 10,406 | 1.45 | 1,780 | 16.89 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 1,914 | 0.21 | 327 | 15.55 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8,160 | 3.82 | 1,396 | 19.64 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1,603 | 7.51 | 274 | 23.98 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1,290 | 221 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 42,782 | 23.94 | 7,317 | 42.86 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,374 | 0.00 | 235 | 15.27 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,363 | 575 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 83,345 | 6.26 | 14,255 | 22.47 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 6,058 | -6.47 | 1,036 | 7.80 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7,032 | 1,203 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2,056 | -9.63 | 352 | 4.15 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,588 | 14.64 | 785 | 31.32 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,927 | 6.73 | 1,356 | 22.96 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 3,551 | 0.00 | 607 | 15.40 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 473 | 0.00 | 81 | 14.29 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 166 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Syon Capital Llc | 7,620 | -8.91 | 1,303 | 5.00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Gimbal Financial | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 5,667 | -0.68 | 969 | 14.54 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 2,210 | 0.00 | 378 | 15.29 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13,372 | 8.95 | 2,287 | 25.59 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1,238 | 212 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 21,035 | -7.16 | 3,598 | 6.99 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 264,306 | -0.99 | 45,204 | 14.12 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,063 | 4.64 | 695 | 20.49 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1,550 | 690.82 | 234 | 706.90 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2,481 | 0.00 | 424 | 15.22 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12,439 | 111.08 | 2,127 | 143.36 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4,586 | -12.26 | 784 | 1.16 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 1,369 | -17.13 | 234 | -4.49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,297 | -3.35 | 734 | 11.38 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 2,905 | 3.45 | 0 | |||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 17,406 | -2.06 | 2,977 | 12.86 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,285 | 29.02 | 391 | 48.85 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 21,572 | -32.69 | 3,689 | -22.42 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 2,226 | -1.20 | 381 | 13.77 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 28,861 | 2.04 | 4,936 | 17.61 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,876 | 0.11 | 321 | 15.11 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 600 | -3.23 | 105 | 14.29 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 6,427 | -1.94 | 1,099 | 13.07 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 14 | 2 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 300 | 0.00 | 51 | 15.91 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 268,933 | 0.48 | 45,996 | 15.81 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2,766 | -22.80 | 473 | -10.92 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 109,116 | 69.19 | 18,662 | 95.01 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 13,060 | 37.63 | 2,234 | 58.59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,884 | 0.06 | 1,519 | 15.34 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 1,359 | 0.00 | 232 | 15.42 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 150,288 | 321.57 | 25,704 | 385.88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8,216 | 19.59 | 1,405 | 37.88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 647,407 | -11.05 | 110,726 | 2.52 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1,891 | 323 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 149 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 250 | 0.00 | 43 | 13.51 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 813,983 | -4.16 | 139,216 | 10.46 | ||||
| 2025-04-14 | 13F | Global Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 3,755 | -6.48 | 642 | 7.90 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 13 | 2 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 25 | 0.00 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 2,216 | 0.00 | 379 | 15.24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,732 | 638 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5,452 | -0.47 | 932 | 14.78 | ||||
| 2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 11,241 | -10.87 | 1,923 | 2.73 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,496 | 61.73 | 256 | 86.13 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10,627 | -16.51 | 1,818 | -3.76 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2,790 | -0.71 | 414 | -4.83 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 36,346 | 11.21 | 6 | 50.00 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 4,996 | -5.84 | 849 | 8.15 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 17 | 3 | ||||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 6,797 | 105.84 | 1,162 | 137.63 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 3,759 | 0.00 | 1 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13,043 | -9.12 | 2,231 | 4.74 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 2,743 | -18.58 | 469 | -6.01 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 2,876 | 0.00 | 492 | 15.26 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,891 | -37.84 | 323 | -28.38 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | one8zero8, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5,671 | 1.59 | 970 | 17.03 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 9 | -10.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 152,359 | 49.07 | 26,057 | 71.81 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 33,185 | 0.00 | 5,676 | 15.25 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 401,827 | 4.44 | 68,725 | 20.37 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 6,029 | -4.18 | 1,030 | 10.40 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 17,054 | 2,502 | ||||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 330 | -78.82 | 56 | 16.67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 702 | 0.00 | 120 | 15.38 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 5,966 | 34.22 | 1,020 | 54.78 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 92 | 0.00 | 16 | 15.38 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,875 | 321 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7,914 | 0.16 | 1,354 | 15.44 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 158 | 27 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 1,300 | -82.19 | 222 | -79.50 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,588 | 2,666 | ||||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 11,300 | -17.52 | 1,933 | -4.92 | |||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 16 | 0.00 | 3 | 0.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 656 | -37.88 | 112 | -28.21 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5,063 | -1.02 | 866 | 13.97 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,173 | 201 | ||||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 62 | 5.08 | 11 | 25.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10,537 | 175,516.67 | 1,802 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 249 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 316 | 15.33 | 54 | 35.00 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 3,996 | -58.74 | 683 | -52.47 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 185 | 0.00 | 32 | 14.81 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 23,423 | 117.46 | 4,006 | 150.69 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 5,590 | -81.71 | 956 | -78.91 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 12 | 0.00 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6,680 | -2.15 | 1,142 | 12.73 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 43,788 | -23.88 | 7,487 | -12.29 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1,600 | 0.00 | 274 | 15.19 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 2,940 | -2.97 | 503 | 11.80 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60,385 | 22.52 | 10,287 | 40.46 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2,986 | 46.95 | 443 | 41.08 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17,070 | 1.26 | 2,920 | 16.71 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,104 | 0.53 | 893 | 18.46 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 2,433 | 24.51 | 420 | 47.02 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72,199 | 0.26 | 12,348 | 15.56 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9,582 | -6.87 | 1,639 | 7.34 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,255 | 8.80 | 728 | 25.34 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,777 | 473 | ||||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 2,036 | -3.74 | 348 | 11.18 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 16,600 | -6.27 | 2,645 | -6.73 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 1,325 | 227 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 114 | 19 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 25,851 | 12.83 | 4,421 | 30.03 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 154,333 | -31.11 | 26,396 | -20.60 | ||||
| 2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 55,000 | 0.00 | 9,407 | 15.26 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 2,575 | 7.74 | 440 | 24.29 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1,653 | -10.26 | 283 | 3.30 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,895 | -6.19 | 2,376 | 8.15 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,296 | -7.49 | 222 | 6.76 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 31 | 0.00 | 5 | 25.00 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 5,550 | 0.00 | 824 | 0.00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4,206 | 2.86 | 719 | 18.65 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 1,700 | -6.80 | 252 | -10.64 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11,803 | -12.80 | 2,019 | 0.50 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1,289 | 220 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 240 | 0.00 | 41 | 17.14 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1,288 | 0.00 | 220 | 15.18 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 155 | -31.11 | 27 | -21.21 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 184,173 | -2.39 | 31,499 | 7.74 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 2,515 | -10.82 | 430 | 2.87 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 137 | -11.61 | 20 | -16.67 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 327,317 | 204.55 | 55,981 | 251.02 | ||||
| 2025-08-14 | 13F | UBS Group AG | 719,607 | 8.92 | 123,074 | 25.54 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 18,281 | 0.54 | 3,127 | 15.86 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 2,987 | -37.37 | 511 | -27.86 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,825 | 483 | ||||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 1,750 | 0.00 | 299 | 15.44 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,737 | 3.48 | 1 | |||||
| 2025-07-08 | 13F | Lpwm Llc | 5,211 | 0.06 | 891 | 15.41 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 75 | 0.00 | 13 | 9.09 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 23,704 | 0.00 | 4,054 | 15.27 | ||||
| 2025-07-15 | 13F | Maseco Llp | 184 | 31 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 8,061 | 0.29 | 1,379 | 15.60 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2,575 | -6.36 | 445 | 10.97 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 31,900 | 5,456 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 108,941 | -8.90 | 18,632 | 4.99 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 18 | -35.71 | 0 | |||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 25,630 | -3.28 | 4,383 | 11.47 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 1,884 | 0.00 | 322 | 15.41 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3,134 | 0.38 | 536 | 15.77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,068,619 | -4.14 | 353,796 | 10.48 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 1,734 | -13.13 | 297 | 0.00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1,478 | 1.93 | 253 | 17.21 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 7,384 | 0.00 | 1,263 | 15.25 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 19,585 | -2.10 | 3,350 | 12.84 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 471 | -17.51 | 81 | -4.76 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9,768 | -10.29 | 1,671 | 2.83 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,975 | 680 | ||||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 1,606 | -3.77 | 275 | 10.93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 39,834 | 110.00 | 6,813 | 142.08 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 166,663 | 4.44 | 28,504 | 20.37 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4,800 | 0.00 | 821 | 15.17 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 14,769 | 0.89 | 2,526 | 16.25 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4,745 | -4.18 | 812 | 10.49 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 2,804 | -0.64 | 480 | 14.59 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 116 | 673.33 | 20 | 850.00 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 1,282 | -13.50 | 219 | 0.00 | ||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 1,215 | 208 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9,403 | -0.95 | 1,608 | 14.20 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 8,750 | 99.91 | 1,497 | 130.51 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 117 | 46.25 | 20 | 81.82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28,535 | -8.26 | 5 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,030 | -26.43 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5,764 | 0.00 | 986 | 15.20 | ||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 78,053 | 1.84 | 13,349 | 17.38 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 255 | 0.00 | 44 | 16.22 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,787,362 | 6.17 | 305,692 | 22.37 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 4,414 | 140.94 | 755 | 178.23 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2,704 | -7.84 | 462 | 6.21 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 281 | 0.00 | 48 | 17.07 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 1,108 | 50.54 | 190 | 73.39 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,855 | 109.03 | 1,001 | 141.20 | ||||
| 2025-08-07 | 13F | Commerce Bank | 1,580 | -50.25 | 270 | -42.68 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 7,908 | 9.64 | 1,353 | 26.36 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 7,470 | -1.85 | 1,278 | 13.11 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 453 | 0.00 | 77 | 14.93 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 1,600 | 300.00 | 274 | 362.71 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 730 | 0.00 | 125 | 14.81 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 44,004 | -16.65 | 7,526 | -3.93 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 5,137 | 137.06 | 879 | 173.52 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 30,402 | -7.45 | 5,200 | 6.67 |
Other Listings
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