Mga Batayang Estadistika
| Pemilik Institusional | 1043 total, 1038 long only, 1 short only, 4 long/short - change of 1.95% MRQ |
| Alokasi Portofolio Rata-rata | 0.7487 % - change of -7.53% MRQ |
| Saham Institusional (Jangka Panjang) | 108,086,629 (ex 13D/G) - change of 1.26MM shares 1.18% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 13,312,412 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard International Equity Index Funds - Vanguard Total World Stock ETF (US:VT) memiliki 1043 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 108,090,115 saham. Pemegang saham terbesar meliputi Rakuten Investment Management, Inc., Cambridge Associates Llc /ma/ /adv, Morgan Stanley, Schroder Investment Management Group, Us Bancorp \de\, Northern Trust Corp, Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, Brandywine Trust Co, and Royal Bank Of Canada .
Struktur kepemilikan institusional Vanguard International Equity Index Funds - Vanguard Total World Stock ETF (ARCA:VT) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 134.38 / share. Previously, on September 6, 2024, the share price was 112.83 / share. This represents an increase of 19.10% 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 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 1178 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 325,358 | -8.69 | 41,815 | 1.22 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,529 | 1.69 | 1,096 | 20.04 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12,817 | 4.12 | 1,647 | 15.09 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 36,461 | -1.18 | 4,686 | 9.51 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 103,523 | -1.88 | 13,305 | 8.76 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 86,038 | 3.84 | 11 | 22.22 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 13,148 | 3.12 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 4,316 | 0.00 | 555 | 11.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,312 | 37.83 | 426 | 52.88 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 3,086 | 3.91 | 397 | 15.12 | ||||
| 2025-05-09 | 13F | Encompass More Asset Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10,600 | 27.94 | 1,362 | 41.88 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 3,040 | 0.00 | 391 | 10.80 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 4,721 | 0.00 | 607 | 10.79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,874 | 21.08 | 2,426 | 34.20 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1,996 | -1.04 | 257 | 9.87 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,804 | -12.02 | 360 | -2.44 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 2,042 | -1.45 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 4,943 | -2.96 | 635 | 7.63 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 819 | 0.12 | 105 | 11.70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 31,031 | 0.17 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-02 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,919 | -6.74 | 1,403 | 3.39 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,521 | 23.96 | 195 | 37.32 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 426 | 55 | ||||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 21,437 | -76.57 | 2,755 | -74.03 | ||||
| 2025-08-14 | 13F | Brandywine Trust Co | 2,251,911 | 5.03 | 289,416 | 16.41 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 662 | 0.00 | 85 | 11.84 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3,228 | 23.87 | 415 | 37.09 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 16,136 | 1.23 | 2,074 | 12.18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 136,607 | -5.85 | 17,556 | 4.35 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 44,069 | -0.13 | 5,664 | 10.69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,925 | 16.47 | 761 | 29.20 | ||||
| 2025-07-29 | 13F | Lesa Sroufe & Co | 3,125 | 0 | ||||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 12,868 | 0.43 | 1,654 | 11.31 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 2,528 | -0.78 | 325 | 9.83 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 44,984 | -3.04 | 5,781 | 7.47 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 10,564 | -3.96 | 1,358 | 6.43 | ||||
| 2025-07-23 | 13F | New England Professional Planning Group Inc. | 8,259 | 0.00 | 1,061 | 10.87 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3,179 | -87.17 | 409 | -85.79 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5,160 | -2.95 | 663 | 7.63 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3,337 | -17.26 | 429 | -8.35 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 773 | -4.92 | 99 | 5.32 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 5,706 | 71.25 | 1 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 10,260 | -0.79 | 1,319 | 9.92 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 845 | 189.38 | 109 | 227.27 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 8,028 | -0.15 | 1,032 | 10.62 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 246 | 0.00 | 32 | 10.71 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 589,674 | -0.54 | 75,785 | 10.24 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 110 | 10,900.00 | 14 | 16.67 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4,115 | -0.75 | 529 | 10.00 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 12,389 | 1.28 | 1,592 | 12.27 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 176 | 0.00 | 23 | 10.00 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 2,000 | 0.00 | 257 | 11.26 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 1,793 | 0.00 | 230 | 11.11 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 1,718 | 221 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 1,000 | 0.00 | 129 | 11.30 | ||||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 281 | 0.00 | 36 | 12.50 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 13,384 | 2.35 | 1,720 | 13.46 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 1,130 | 0.00 | 145 | 10.69 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 78,426 | -13.48 | 10,079 | -4.10 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12,935 | 79.65 | 1,662 | 99.28 | ||||
| 2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 22,165 | -22.01 | 2,849 | -13.57 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,578 | -60.34 | 203 | -56.18 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 26,332 | -3.69 | 3,384 | 6.75 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 378 | -9.35 | 44 | -10.42 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 44,612 | -1.06 | 5,734 | 9.68 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 18 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 351 | 45 | ||||||
| 2025-08-07 | 13F/A | Leith Wheeler Investment Counsel Ltd. | 2,626 | 0.00 | 337 | 10.86 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1,620 | 208 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 54,897 | -7.20 | 7,055 | 2.86 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 5,120 | 14.06 | 658 | 26.35 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 14,723 | 4.49 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 19,630 | 2,523 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 76 | 0.00 | 10 | 12.50 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 3,944 | -10.53 | 507 | -0.98 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 8,642 | 0.33 | 1,111 | 11.22 | ||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6,217 | -14.63 | 799 | -5.33 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 28,894 | -1.91 | 3,730 | 9.22 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 327 | 42 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1,338,338 | 3.69 | 172,003 | 14.94 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 110 | 0.00 | 14 | 16.67 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 10,266 | 5.99 | 1,319 | 17.45 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 14,013 | -3.87 | 1,801 | 6.51 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5,471 | -1.80 | 703 | 8.99 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3,166 | -4.49 | 407 | 5.73 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 10,314 | 0.03 | 1,326 | 10.88 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2,145 | 5.35 | 276 | 16.53 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17,558 | 1.47 | 2,257 | 12.46 | ||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 576 | -56.16 | 74 | -51.32 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10,819 | 1,390 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 136,126 | 0.32 | 17,495 | 11.19 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4,586 | 0.46 | 589 | 11.34 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 16,683 | 0.00 | 2,144 | 10.86 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 2,514 | 0.00 | 323 | 11.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3,674 | 26.56 | 472 | 40.48 | ||||
| 2025-08-08 | 13F | Creative Planning | 333,001 | 9.50 | 42,797 | 21.37 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 4,279 | -0.35 | 550 | 10.46 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 1,920 | -8.48 | 247 | 1.23 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 2,702 | -2.91 | 347 | 7.76 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 3,544 | 0.17 | 455 | 10.98 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 8,042 | 0.00 | 1,034 | 10.84 | ||||
| 2025-08-05 | 13F | South Dakota Investment Council | 115,591 | 453.31 | 15 | 600.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 673 | -1.46 | 87 | 8.86 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 30 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 440,300 | 8.68 | 56,587 | 20.46 | ||||
| 2025-08-14 | 13F | Parkwood LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 122,316 | 0.86 | 15,720 | 11.80 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 9,880 | 7.27 | 1,270 | 18.93 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 4,110 | -7.74 | 528 | 2.33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | CLARET ASSET MANAGEMENT Corp | 2,855 | 1.42 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 1,565 | 0 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 4,076 | 524 | ||||||
| 2025-07-31 | 13F | University of Maryland Foundation, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3,374 | 434 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 700 | 0.00 | 90 | 9.88 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 738 | 0.14 | 95 | 10.59 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 45,063 | 2.96 | 5,792 | 14.13 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,429 | 0.00 | 569 | 10.92 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,037 | 0.00 | 133 | 10.83 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 16,653 | -0.38 | 2,140 | 10.42 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 213,298 | 14.69 | 27 | 28.57 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 60,988 | -0.64 | 7,838 | 10.15 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 6,429 | 2.02 | 826 | 13.15 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 7,124 | 0.00 | 916 | 10.77 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 8,319 | -0.75 | 1,069 | 10.09 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 37 | 3,600.00 | 5 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 3,149 | 0.03 | 405 | 10.68 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 277 | 0.36 | 36 | 9.38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 91,983 | 9.91 | 11,822 | 21.82 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 122,314 | 0.29 | 15,720 | 11.16 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 2,598 | -6.41 | 334 | 6.71 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2,904 | 1.68 | 373 | 12.69 | ||||
| 2025-05-14 | 13F | Ellevest, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 2,885 | 7.17 | 371 | 22.92 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 116,710 | 15,000 | ||||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 8,759 | -9.24 | 1,126 | 0.54 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 46,944 | 8.46 | 6,033 | 20.23 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 2,086 | -0.76 | 268 | 10.29 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 2,010 | -16.63 | 258 | -7.53 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 8,911 | 0.00 | 1,145 | 10.84 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2,273 | 0.00 | 263 | 0.00 | ||||
| 2025-08-12 | 13F | Ade, Llc | 6,984 | -0.20 | 898 | 10.60 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5,147 | -0.39 | 662 | 10.35 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 873 | -49.97 | 112 | -44.55 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 86,156 | 9.35 | 11,073 | 21.20 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 3,724 | 0.68 | 479 | 11.68 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,212,732 | 115.30 | 155,861 | 138.65 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 21,156 | 2,719 | ||||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 3,370 | 433 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 425 | 0.00 | 55 | 10.20 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 4,850 | -22.14 | 623 | -13.71 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2,123 | 0.14 | 0 | |||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 23,044 | 8.33 | 2,962 | 20.07 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 511 | 3.44 | 66 | 14.04 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 41 | 0.00 | 5 | 25.00 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 2,964 | 0.03 | 381 | 10.79 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2,821 | 0.00 | 363 | 10.70 | ||||
| 2025-08-14 | 13F | Lighthouse Investment Partners, LLC | 108,330 | 28.46 | 13,923 | 42.38 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 222,800 | 268.75 | 28,634 | 308.77 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 5,525 | 10.30 | 710 | 22.41 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 38 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 2,448 | 0.00 | 315 | 10.95 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 6,671 | 6.74 | 857 | 18.37 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 676,985 | 8.98 | 86,992 | 20.78 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 4,309 | -31.68 | 500 | -32.57 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 10,675 | -5.73 | 1,372 | 4.49 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1,928 | 0.16 | 248 | 10.76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,190 | 12.70 | 1,053 | 23.33 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 2,418 | -25.94 | 311 | -17.99 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 9,507 | 0.00 | 1,222 | 8.73 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 211,267 | 37.97 | 27,152 | 53.11 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 101,397 | -42.55 | 13,032 | -36.33 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 3,470 | 0.00 | 446 | 10.70 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 497 | 38.83 | 64 | 53.66 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2,179 | 0.05 | 280 | 11.11 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,266 | 0.00 | 291 | 11.07 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 210,792 | 6.37 | 27 | 22.73 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,014 | 0.00 | 387 | 10.89 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 14 | 0.00 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 7,206 | -72.95 | 926 | -70.02 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,883 | 0.10 | 628 | 10.97 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 2,641 | -3.61 | 339 | 6.94 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 8,272 | 0.46 | 1,063 | 11.43 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 39,913 | -6.83 | 5,130 | 3.26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 37,842 | -0.56 | 4,863 | 10.22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,132 | -0.55 | 531 | 10.40 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 5,105 | -2.91 | 656 | 7.72 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 4,535 | -5.85 | 583 | 4.30 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 1,675 | 215 | ||||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27,940 | 3.13 | 3,591 | 14.29 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 104,619 | 0.08 | 13,446 | 10.92 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 101 | -42.29 | 13 | -40.00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 331,176 | -0.17 | 42,563 | 10.65 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 56,220 | -0.95 | 7,225 | 9.79 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2,978 | -93.07 | 383 | -92.33 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 12,894 | 1,657 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 14,674 | -8.95 | 1,886 | 0.91 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 30,413 | -16.54 | 3,909 | -7.50 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 11,013 | 96.77 | 1,415 | 118.36 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 333 | -36.21 | 43 | -30.00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 195,441 | 8.16 | 25,118 | 19.89 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 9,551 | -5.62 | 1,228 | 4.60 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 145,219 | 6.37 | 18,663 | 17.90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1,812 | 210 | ||||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 13,150 | -47.51 | 2 | -50.00 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 13,596 | -0.12 | 1,747 | 5.43 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 8,334 | 0.18 | 1,071 | 11.10 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 16 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 22,314 | 16.06 | 2,868 | 28.62 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 18,257 | -7.99 | 2,347 | 2.04 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4,439 | 570 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 7,586 | 6.72 | 975 | 18.33 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 99,048 | -35.17 | 12,678 | -28.44 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,764 | 4.69 | 229 | 14.50 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 641 | 457.39 | 82 | 530.77 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3,570 | 5.90 | 459 | 17.44 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3,239 | 13.61 | 416 | 26.06 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 40,890 | 11.32 | 5,255 | 23.39 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 7,833 | 5.54 | 1,007 | 16.98 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 3,346 | 388 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 3,688,285 | 67.00 | 474,018 | 85.31 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 1,749 | 225 | ||||||
| 2025-08-08 | 13F | Tiff Advisory Services Inc | 739,672 | -39.50 | 95,063 | -32.95 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 18,091 | 22,513.75 | 2,325 | 25,733.33 | ||||
| 2025-06-26 | NP | HF - DGA Absolute Return ETF | 16,412 | 19.88 | 1,914 | 15.45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 37,206 | -15.24 | 4,782 | -6.05 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11,055 | 2.68 | 1,421 | 13.78 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,275 | 0.24 | 164 | 10.88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3,926 | 1.60 | 505 | 12.50 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 82,652 | 533.54 | 10,622 | 602.51 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 3,995 | 0.00 | 513 | 10.80 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,149 | -9.81 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 460 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 26,188 | -1.17 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 3,346 | 430 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 606 | -5.90 | 79 | 6.85 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19,752 | 0.00 | 2,539 | 10.83 | ||||
| 2025-08-13 | 13F | Texas Treasury Safekeeping Trust Co | 1 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 2,385 | -13.02 | 307 | -3.47 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 6,563 | 6.06 | 843 | 17.57 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 9,009 | 1.48 | 1,158 | 12.44 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 1,205 | 0.00 | 155 | 10.79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 198,008 | 36.47 | 25,346 | 50.82 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 2,015 | 259 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 16 | 0.00 | 2 | 100.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,914 | 8.32 | 1,146 | 20.02 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2,500 | 0.00 | 321 | 11.07 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 39,823 | 204.13 | 5,132 | 252.71 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 11,363 | 0.21 | 1,460 | 11.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 982,296 | 3.71 | 126,245 | 14.95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 38,695 | 11.75 | 4,977 | 28.35 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 103,005 | -0.06 | 13,238 | 10.78 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,419 | 0.00 | 182 | 10.98 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9,430 | 0.45 | 1,212 | 11.31 | ||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 390,377 | 0.00 | 50,171 | 10.84 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 43,377 | 23.69 | 5,030 | 22.09 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 7,264 | 0.00 | 1 | |||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 40,045 | -1.26 | 5,147 | 9.44 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 3,765 | 0.03 | 484 | 10.78 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 225,683 | 20.00 | 29,005 | 33.00 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,275 | 0.00 | 164 | 10.88 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 12,399 | 5.69 | 1,594 | 17.13 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 1,559 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 300,584 | 13.51 | 38,631 | 25.81 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1,764 | 0.00 | 227 | 10.78 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 18,877 | 1.84 | 2,426 | 12.84 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2,499 | -2.84 | 321 | 7.72 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27,679 | -0.90 | 3,557 | 9.85 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10,416 | -12.99 | 1,339 | -3.60 | ||||
| 2025-05-09 | 13F | Planning Alternatives Ltd /adv | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 144,683 | 7.19 | 18,595 | 18.81 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 3,923 | 0.00 | 504 | 11.01 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 100 | 0.00 | 13 | 9.09 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 33,212 | -0.23 | 3,851 | -1.53 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 4,180 | 0.00 | 537 | 10.95 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 517,714 | 3.44 | 66,537 | 14.65 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,790 | 88.42 | 230 | 109.09 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 32,336 | 0.09 | 4,156 | 10.95 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14,736 | 0.90 | 1,911 | 16.53 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1,622,119 | 29.06 | 208,475 | 43.05 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 1,788 | 0.00 | 230 | 10.63 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 126 | 0.00 | 16 | 14.29 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,104,270 | 12.72 | 141,921 | 24.94 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 99,750 | 1.35 | 12,820 | 12.34 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 4,866 | -3.61 | 625 | 6.84 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 3,500 | 0.00 | 450 | 10.86 | ||||
| 2025-08-12 | 13F | Main Management LLC | 2,727 | -2.47 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 54,283 | 1.39 | 6,976 | 12.37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12,197 | 1,568 | ||||||
| 2025-08-28 | 13F | Prospera Capital Management, LLC | 2,816 | 362 | ||||||
| 2025-08-13 | 13F | Nyl Investors Llc | 86,734 | 3.87 | 11,147 | 15.14 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 18,473 | 14.84 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 32,163 | 3.08 | 4,134 | 14.23 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 155 | 0.00 | 20 | 11.76 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 4,100 | 0.00 | 527 | 10.74 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 2,000 | 0.00 | 257 | 11.26 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 3,102 | 399 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 422 | 0.00 | 54 | 12.50 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,340 | 10.65 | 172 | 22.86 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,585 | 1.06 | 332 | 12.16 | ||||
| 2025-08-14 | 13F | Family Management Corp | 9,006 | 0.00 | 1,157 | 10.82 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2,375 | 0.00 | 305 | 10.91 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 3,544 | -20.56 | 455 | -11.99 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 3,571 | 0.00 | 471 | 10.85 | ||||
| 2025-05-06 | 13F | Winch Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33 | -80.81 | 4 | -78.95 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35,132 | -9.06 | 4,515 | 0.80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,396 | -4.85 | 693 | 5.48 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 25,783 | 3,314 | ||||||
| 2025-07-24 | 13F | PayPay Securities Corp | 69 | -5.48 | 9 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8,481 | 57.00 | 1,090 | 73.96 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 10Elms LLP | 195 | 29.14 | 25 | 47.06 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 300 | 0.00 | 39 | 11.76 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 34,834 | 3.23 | 4,477 | 14.42 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 113 | 0.00 | 15 | 7.69 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 4,310 | 7.21 | 1 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 25,986 | 3.66 | 3,340 | 14.90 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 3,866 | 0.00 | 497 | 10.71 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1,737 | 223 | ||||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46,929 | 10.28 | 6,031 | 22.23 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 8,284 | 0.49 | 1,065 | 11.41 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 213,135 | 182.12 | 27,392 | 212.73 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2,522 | 9.04 | 324 | 20.90 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 7,430 | 955 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 50,305 | 0.00 | 6,465 | 10.85 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2,337 | -17.77 | 300 | -8.81 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 4,112 | 0.46 | 539 | 13.50 | ||||
| 2025-07-16 | 13F | Flower City Capital | 3,791 | 2.29 | 487 | 13.52 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10,686 | -10.16 | 1,373 | -0.44 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2,296 | -2.79 | 295 | 8.06 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 18,366 | 4.69 | 2,360 | 16.03 | ||||
| 2025-07-09 | 13F | Sarasin & Partners LLP | 29,947 | 27.97 | 3,849 | 41.84 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,904 | 373 | ||||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 13,979 | 0.04 | 1,797 | 10.86 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 1,805 | 0.22 | 232 | 11.06 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6,242 | 225.10 | 802 | 261.26 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 952 | -52.35 | 122 | -47.19 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2,597 | 43.32 | 334 | 58.57 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 71,594 | 22.58 | 9,201 | 35.89 | ||||
| 2025-08-01 | 13F | First Pacific Advisors, LP | 16,777 | 3.25 | 2,156 | 14.44 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9,331 | 1,199 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 40 | 5 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 21,074 | 0.00 | 2,443 | -1.29 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 1,965 | 253 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 485 | 40.58 | 62 | 55.00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 3,545 | 456 | ||||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13,818 | -8.64 | 1,776 | 1.25 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 3,961 | -23.03 | 509 | -14.60 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 2,780 | 0.47 | 357 | 11.56 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 40 | 0.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | DC Investments Management, LLC | 667,054 | 84.32 | 85,730 | 104.30 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 2,165 | 0.00 | 278 | 10.76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 29,721 | 1.40 | 3,820 | 12.03 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4,368 | -0.36 | 561 | 10.43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2,712 | -26.24 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 96,995 | -22.83 | 12,466 | -14.46 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 11,040 | 6.53 | 1,419 | 18.07 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 365 | 15.51 | 47 | 27.78 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 42,919 | 13.37 | 5,516 | 25.66 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 8,030 | -6.65 | 1,032 | 3.41 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 855 | 19.58 | 110 | 32.93 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 6,247 | -79.09 | 803 | -76.84 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,782 | -5.37 | 1,386 | 4.84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 159,800 | -15.81 | 20,537 | -6.68 | |||
| 2025-08-13 | 13F | Scotia Capital Inc. | 17,830 | 95.10 | 2,292 | 116.34 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 28,548 | 8.10 | 3,669 | 19.79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 31,974 | 4,109 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 67,769 | 14.90 | 8,796 | 28.62 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 160,175 | 1.47 | 20,586 | 12.47 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 1,575 | 202 | ||||||
| 2025-08-14 | 13F | Investment House Llc | 8,369 | 1,076 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 39,695 | -10.73 | 5,102 | -1.05 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 60,216 | 1.74 | 7,739 | 12.78 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,633 | -17.02 | 210 | -8.33 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 43 | 168.75 | 6 | 400.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 37,200 | -51.44 | 4,781 | -46.18 | |||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 17,300 | 2,223 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 1,822 | 0.00 | 234 | 10.90 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4,315 | -12.01 | 555 | -2.46 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 101 | -13.68 | 13 | 0.00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,084 | 0.00 | 139 | 6.92 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 523,807 | 9.64 | 67,320 | 21.52 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 200,372 | -24.23 | 25,752 | -17.11 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 14,851 | -0.16 | 1,909 | 10.67 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 5,337 | 686 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Rexford Capital Inc | 108 | 14 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 3,872 | -0.79 | 498 | 9.96 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 4,487 | -12.57 | 577 | -4.32 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3,933 | 0.41 | 505 | 11.23 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 7,085 | 0.00 | 911 | 10.84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 173 | 0.58 | 22 | 15.79 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 8,306 | 122.03 | 968 | 120.50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 184,728 | 2.14 | 23,741 | 13.22 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,745 | 218.67 | 610 | 254.07 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 32,084 | 32.95 | 4,123 | 47.36 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 160 | 0.00 | 21 | 11.11 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 8,297 | 3.76 | 1,066 | 14.99 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 3,503 | 0.49 | 450 | 11.39 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1,226 | 0.00 | 158 | 10.56 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 2,085 | -31.57 | 268 | -24.36 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 9,314 | 1,200 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 12,443 | 7.66 | 1,617 | 20.60 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 21,566 | 2,772 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9,462 | 1,216 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 492,626 | -7.46 | 63,312 | 7.63 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2,669 | 2.26 | 343 | 13.58 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 3,371 | -0.53 | 433 | 10.46 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51,754 | 2.85 | 6,651 | 14.00 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 9,715 | -0.20 | 1,249 | 10.64 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 110 | 0.00 | 14 | 16.67 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 1,602 | 206 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 2,463 | 54.91 | 317 | 71.74 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 18,615 | 0.11 | 2,392 | 11.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 63,771 | 43.63 | 8,196 | 59.19 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 16,560 | -1.08 | 2,128 | 9.63 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 2,140 | 0.00 | 275 | 9.13 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,504,103 | -1.03 | 321,827 | 9.70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9,242 | -85.97 | 1,187 | -84.46 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 30,360 | 1.58 | 3,902 | 12.58 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 15,663,797 | -3.75 | 1,814,181 | -6.80 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9,704 | 60.53 | 1,247 | 78.14 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2,398 | 0.25 | 313 | 13.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2,043 | 5.80 | 263 | 17.49 | ||||
| 2025-04-11 | 13F | Towneley Capital Management, Inc / DE | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 43,153 | -0.38 | 5,546 | 10.41 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 90,665 | -0.53 | 11,884 | 11.77 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 24,145 | -0.17 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 8,234 | 78.57 | 1 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 116 | 0.00 | 15 | 7.69 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 616 | 562.37 | 79 | 690.00 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 137,915 | 17,646 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 342,209 | 21.97 | 43,980 | 35.20 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 5,007 | 0.00 | 644 | 10.86 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4,757 | 54.15 | 611 | 71.15 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 3,339 | -0.24 | 429 | 10.57 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 2,728 | 0.04 | 351 | 10.76 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2,415 | 0.00 | 310 | 10.71 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 31,011 | 0.75 | 3,986 | 11.69 | ||||
| 2025-07-25 | 13F | Alta Advisers Ltd | 62,875 | 5,897 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 5 | 1 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 437,831 | 9.59 | 56,270 | 21.47 | ||||
| 2025-04-23 | 13F | Phillips Wealth Planners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 4,833 | -10.68 | 621 | -0.96 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2,503 | 0.00 | 322 | 10.69 | ||||
| 2025-05-15 | 13F | Harding Loevner Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 8,215 | -5.88 | 1,056 | 4.25 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kendall Capital Management | 8,713 | 2.49 | 1,120 | 13.60 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 130,561 | 5.15 | 16,780 | 16.55 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 1,736 | 0.00 | 223 | 10.95 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 19,658 | -19.48 | 2,526 | -10.74 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4 | -99.89 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 62,009 | -0.16 | 7,969 | 10.67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 521,529 | 25.32 | 67,027 | 38.90 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 107 | 0.00 | 14 | 8.33 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3,741 | -7.26 | 481 | 2.78 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 1,986 | 0.00 | 255 | 10.87 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9,072 | -2.96 | 1,166 | 7.47 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 4,540 | -0.74 | 584 | 10.00 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 4,130 | -96.84 | 531 | -96.50 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 9,196 | 300.35 | 1,182 | 343.98 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,388 | 0.00 | 178 | 11.25 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2,322 | -57.63 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 358,046 | 3.20 | 46,016 | 14.39 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 1,840 | 236 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 39 | 0.00 | 5 | 25.00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 9,064 | 10.50 | 1,110 | 22.52 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11,044 | 9.81 | 1,419 | 21.70 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 7,950 | 0.00 | 1,022 | 10.86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 595,455 | 11.27 | 76,528 | 23.33 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 7,200 | 28.82 | 925 | 41.44 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2,511 | -1.34 | 323 | 9.15 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 962 | -74.28 | 124 | -71.59 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 2,475 | 0.00 | 318 | 11.19 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 1,597 | 0.00 | 205 | 10.81 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 8,403 | 2.90 | 1 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 11 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 162,081 | 0.55 | 20,831 | 11.45 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 104 | 13 | ||||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 180,161 | -1.28 | 23,154 | 9.42 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 256 | 20.75 | 33 | 33.33 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 7,058 | 4.70 | 907 | 16.13 | ||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 505,000 | 64,903 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 85,831 | -3.39 | 11,031 | 7.09 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 18,247 | 58.02 | 2,116 | 55.97 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4,846 | 4.80 | 623 | 16.04 | ||||
| 2025-07-10 | 13F | Threadgill Financial, Llc | 3,851 | -98.77 | 495 | -98.64 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 30,878 | 10.81 | 3,968 | 22.81 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 12,664 | -0.50 | 1,628 | 10.31 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 11,304 | 14.08 | 1,453 | 26.48 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 509,308 | 8.22 | 65,456 | 19.96 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 36,187 | 18.42 | 4,651 | 31.24 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1,970 | 0.00 | 253 | 10.96 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2,396 | 11.13 | 308 | 23.29 | ||||
| 2025-08-12 | 13F | Wind River Trust Co | 681,693 | -0.73 | 87,611 | 10.03 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 75,600 | 10.05 | 9,716 | 22.00 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 61,365 | 172.73 | 7,887 | 202.38 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2,475 | -1.98 | 318 | 8.90 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 3,346 | 28.40 | 430 | 42.38 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2,540 | 0.00 | 326 | 9.40 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 55,867 | -30.16 | 7,180 | -22.60 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 25,987 | 17.81 | 3,340 | 30.58 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 15 | 2 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 7,499 | -7.74 | 964 | 2.23 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 2,186 | 0.00 | 281 | 10.67 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 60,584 | -3.98 | 7,786 | 6.44 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3,397 | -10.23 | 437 | -0.46 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 40,457 | 4,691 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 21,500 | 0.00 | 2,763 | 10.87 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,199 | 829.46 | 154 | 1,000.00 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 31,917 | 0.47 | 4,102 | 11.35 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 5,534 | -49.50 | 711 | -44.02 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5,374 | 3.61 | 708 | 17.80 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 9,700 | 16.87 | 1,247 | 29.52 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 15,406 | -1.46 | 1,980 | 9.22 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,814 | -0.43 | 1,692 | 11.24 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 12,683 | 6.18 | 1,630 | 17.69 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 21,018 | 2,701 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 178,195 | 8.55 | 22,902 | 20.32 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 16,302 | 11.65 | 2,095 | 23.82 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 66 | 0.00 | 8 | 14.29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,690 | 118.44 | 603 | 142.74 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Drystone LLC | 10,167 | 57.68 | 1,307 | 74.83 | ||||
| 2025-04-15 | 13F | Paragon Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 2,704 | 0.45 | 354 | 13.46 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 70,254 | 0.15 | 9,029 | 10.99 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 1,980 | 0.41 | 254 | 11.40 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 21,418 | 0.00 | 2,753 | 10.83 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 5,733 | -1.41 | 737 | 9.20 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 3,996 | 0.00 | 514 | 10.80 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 2 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Tacita Capital Inc | 1,608 | 6.63 | 207 | 18.39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 123,306 | 6.38 | 16 | 15.38 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 2,253 | -5.49 | 290 | 4.71 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 20,335 | 0.06 | 2,613 | 10.91 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,526 | -8.19 | 967 | 1.79 | ||||
| 2025-07-30 | 13F | Bernzott Capital Advisors | 24,597 | 2.03 | 3,161 | 13.09 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2,895 | 0.56 | 0 | |||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 7,192 | 13.89 | 924 | 26.23 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,324,258 | 2.95 | 170,194 | 14.11 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 26,074 | 9.14 | 3,351 | 20.97 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 3,859 | 0.00 | 496 | 16.20 | ||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 1,674 | 215 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 678,082 | 2.66 | 87,147 | 13.79 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 28,934 | 25.75 | 3,719 | 39.36 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 481 | -21.79 | 62 | -14.08 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 28 | 0.00 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 250 | 32 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 183,440 | -55.96 | 23,576 | -51.18 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 23,410 | 0.00 | 3,009 | 8.71 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 64,833 | -36.62 | 8 | -27.27 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 10,355 | 1.65 | 1,331 | 12.62 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 14,030 | 0.47 | 1,803 | 11.37 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8,250 | -14.87 | 1,060 | -5.61 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 3,685 | 0.00 | 474 | 10.77 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 496 | 1.85 | 64 | 12.50 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 23,393 | 0.21 | 3,006 | 11.09 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6,518 | 0.28 | 838 | 11.16 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 87,155 | -18.39 | 11,201 | -9.54 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 8,788 | -27.36 | 1,129 | -19.47 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19,832 | -6.51 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42,939 | 7.38 | 5,519 | 19.03 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 694,534 | 12.40 | 89,261 | 24.58 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 1,681 | 216 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 19,769 | -0.23 | 2,541 | 10.58 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 771,674 | 6.56 | 99,176 | 18.11 | ||||
| 2025-08-14 | 13F | Dark Forest Capital Management Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Prudential Plc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2,964 | -8.88 | 381 | 0.00 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 17,243 | 1.79 | 2,216 | 12.83 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 15,854 | 0.00 | 2,038 | 24.59 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 1,780 | 0.00 | 229 | 10.68 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 5,554,414 | 15.96 | 714,057 | 28.57 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 102,303 | 0.34 | 13,148 | 11.22 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 5,922 | 11.53 | 761 | 23.74 | ||||
| 2025-05-15 | 13F | Brandes Investment Partners, Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 76,900 | -22.95 | 9,883 | -14.59 | |||
| 2025-07-21 | 13F | River Street Advisors LLC | 26,223 | 145.83 | 3,370 | 172.65 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 202 | 51.88 | 26 | 66.67 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5,510 | 9.15 | 708 | 21.03 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,062 | 40.62 | 779 | 57.06 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | Put | 2,000 | 257 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 61,200 | 7,865 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 674,564 | -11.51 | 86,695 | -1.91 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3,298 | 424 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 34,888 | 3.83 | 4,484 | 15.07 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 41,344 | 9.89 | 5,360 | 28.23 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 5,658 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 5,075 | 1.00 | 652 | 12.03 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 8,029 | -0.02 | 1,032 | 10.74 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 17,000 | 0.00 | 2,185 | 10.81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 42,700 | 14.78 | 5,488 | 27.22 | |||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6,151 | 3.67 | 791 | 14.99 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 98,736 | 10 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,077 | 25.05 | 652 | 38.14 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 150 | 0.00 | 19 | 11.76 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 464 | 0.00 | 60 | 11.32 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 1,693 | 218 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2,630 | 0.46 | 338 | 11.55 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 16,076 | -2.87 | 2,066 | 7.66 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2,617,971 | 1.89 | 336,462 | 12.94 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 645,450 | -73.33 | 82,953 | -70.44 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 5,080 | 0.79 | 653 | 11.64 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 202,561 | -5.90 | 26,033 | 4.30 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 26 | 3 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 12 | 1,100.00 | 2 | |||||
| 2025-08-13 | 13F | American Money Management, LLC | 5,423 | 0.00 | 697 | 10.99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 127,138 | 4.73 | 16,340 | 16.09 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8,516 | -73.37 | 1,094 | -70.49 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3,573 | 0.51 | 459 | 11.41 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 182,134 | 14.71 | 23,424 | 27.24 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 100,074 | -4.34 | 12,862 | 6.04 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2,041 | 0.10 | 262 | 11.02 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 4,380 | 6.31 | 563 | 17.82 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 4,367 | -3.13 | 561 | 7.47 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9,111 | -1.37 | 1,171 | 9.24 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6,439 | 3.24 | 827 | 14.38 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 1,566 | 201 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17,211 | 4.17 | 2,212 | 15.46 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 701,674 | -68.01 | 90,179 | -64.54 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 55,681 | 2.58 | 7,156 | 13.71 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 56,948 | 0.00 | 7,319 | 10.83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 65,600 | 266.48 | 8,431 | 306.27 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 4,700 | 604 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 223 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 2,157 | 0.00 | 277 | 10.80 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 229 | 29 | ||||||
| 2025-04-29 | 13F | Compton Wealth Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 45,232 | 7.49 | 6 | 25.00 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 36,649 | -0.16 | 4,710 | 10.67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1,504,752 | -33.26 | 193,391 | -26.03 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 11,437 | -99.04 | 1,470 | 18.47 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 12,505 | 0.10 | 1,607 | 10.98 | ||||
| 2025-08-04 | 13F | Balentine LLC | 17,860 | 1.99 | 2,295 | 13.05 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 4,515 | 0.00 | 580 | 10.90 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 16,655 | 0.01 | 2 | 100.00 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 7,663 | 0.00 | 985 | 10.81 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6,757 | -26.86 | 868 | -18.95 | ||||
| 2025-07-23 | 13F | Matisse Capital | 2,085 | 0.00 | 268 | 10.79 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 1,595,000 | 211.95 | 204,989 | 245.77 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 9,739 | 0.51 | 1,252 | 11.40 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 61,214 | 8.40 | 7,867 | 20.16 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2,594 | 38.94 | 333 | 54.17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,846 | 0.44 | 237 | 11.27 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 41,026 | -5.10 | 5,262 | 4.99 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4,007 | 0.48 | 515 | 11.26 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 731 | 5.79 | 94 | 16.25 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 16,049 | 3.65 | 2,063 | 14.87 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 25,033 | 3.70 | 3,223 | 14.33 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 7,298 | -0.22 | 938 | 10.50 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 15 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 12,410 | 2.35 | 1,595 | 13.45 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 51 | -1.92 | 7 | 0.00 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 6,650 | -2.92 | 855 | 7.56 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 370 | 0.00 | 48 | 11.90 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 64,220 | 218.71 | 8,254 | 253.30 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 60,304 | 9.58 | 7,750 | 21.45 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 13,212 | 71.52 | 1,698 | 90.15 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 7,420 | -1.33 | 954 | 9.41 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2,822 | 0 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 70,870 | 5.88 | 9,108 | 17.37 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 11,268 | 1,448 | ||||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 2,316 | -6.58 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 21,549 | -9.69 | 2,769 | 0.11 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6,212 | 26.75 | 798 | 40.49 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2,418 | 2.20 | 311 | 13.14 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 905 | 182.81 | 116 | 213.51 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 3,551 | 0.00 | 456 | 10.95 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 2,284 | 0.00 | 294 | 10.98 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 151,772 | 18.39 | 19,506 | 31.22 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1,014 | 0.00 | 130 | 11.11 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2,361 | 3.51 | 303 | 14.77 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10,701 | -5.15 | 1,375 | 5.12 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4,262 | 0.24 | 548 | 10.95 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 2,647 | 0.00 | 340 | 11.11 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 2,062 | 0.00 | 265 | 10.88 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1,764 | 227 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 377 | 0.00 | 48 | 11.63 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 |
