Mga Batayang Estadistika
| Pemilik Institusional | 1223 total, 1220 long only, 0 short only, 3 long/short - change of -1.29% MRQ |
| Alokasi Portofolio Rata-rata | 0.7006 % - change of -3.19% MRQ |
| Saham Institusional (Jangka Panjang) | 582,919,613 (ex 13D/G) - change of 36.98MM shares 6.77% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 28,124,461 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (US:VTEB) memiliki 1223 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 582,919,613 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co, Creative Planning, Charles Schwab Investment Management Inc, Morgan Stanley, Raymond James Financial Inc, Wealthfront Advisers Llc, Fmr Llc, Northern Trust Corp, and Sei Investments Co .
Struktur kepemilikan institusional Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (ARCA:VTEB) 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 49.35 / share. Previously, on September 6, 2024, the share price was 50.89 / share. This represents a decline of 3.03% 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
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 16,272 | 798 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 23,419 | -1.64 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 9,702 | -7.41 | 473 | -8.51 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 754,721 | 4.29 | 37,004 | 3.05 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 91,073 | 6.23 | 4,465 | 4.98 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 29,304 | 483.16 | 294 | 18.07 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 14,848 | -64.79 | 728 | -65.23 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1,250 | 61 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4,903 | 1.36 | 240 | 0.00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 208,956 | -10.13 | 10 | -9.09 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 6,255 | 0.00 | 307 | -1.29 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 94,696 | 0.82 | 4,643 | -0.39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10,570 | 58.59 | 518 | 56.97 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 54,168 | -6.40 | 2,630 | -7.36 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,374,390 | -1.44 | 116,416 | -2.61 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 293,331 | 0.23 | 14,382 | -0.96 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 31,790 | -0.95 | 1,555 | -2.39 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 118 | 0.85 | 6 | 0.00 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 137,996 | 6,766 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 77,170 | 4.47 | 3,784 | 3.22 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 42,457 | 126.26 | 2,082 | 123.52 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 891,404 | -6.22 | 43,706 | -7.33 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 59,289 | -1.96 | 2,907 | -3.13 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 97,684 | 11.90 | 4,789 | 10.57 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 15,860 | 0.65 | 1 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 5,840 | 0.00 | 286 | -1.38 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 118,489 | 27.89 | 5,810 | 26.37 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 55,820 | -13.14 | 2,737 | -14.18 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 142,151 | 5.78 | 6,970 | 4.51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 3,347 | 0.57 | 164 | -0.61 | ||||
| 2025-07-21 | 13F | Cromwell Holdings LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 4,449 | 0.00 | 218 | -0.91 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 77,838 | -28.26 | 3,816 | -29.12 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 9,033 | 32.88 | 443 | 31.16 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14,426 | 1.38 | 707 | 0.14 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 5,046,259 | 8.98 | 247,418 | 7.68 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 22,998 | 8.55 | 1,128 | 7.23 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 132,002 | 2,373.80 | 6,472 | 2,333.08 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 17,296 | 2.20 | 848 | 1.07 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 11,558 | 53.57 | 567 | 51.74 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 62,427 | 2.60 | 3,061 | 1.36 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12,442 | 0.06 | 610 | -1.13 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 125,867 | -43.35 | 6 | -45.45 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,894 | 0.00 | 93 | -1.08 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 107,213 | 7.25 | 5,257 | 5.97 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 14,217 | -2.01 | 692 | -3.89 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11,390 | -44.44 | 558 | -45.67 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 104,239 | -12.71 | 5,111 | -13.76 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 257,023 | -0.40 | 12,602 | -1.59 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 336,379 | 1,712.39 | 16,493 | 1,692.61 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 12,589 | -15.02 | 1 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 1,075,627 | 17.39 | 52,738 | 16.00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 38,348 | -5.63 | 1,880 | -6.75 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 24,216 | 178.60 | 1,187 | 175.41 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 905 | -61.97 | 44 | -62.71 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 2,000 | 0.00 | 98 | -1.01 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 98,788 | 68.29 | 4,844 | 66.31 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 50,859 | -41.36 | 2,470 | -42.62 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12,426 | -13.03 | 609 | -13.98 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 4,612 | 0.00 | 226 | -0.88 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 121 | -39.50 | 6 | -44.44 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 4,965 | -27.31 | 243 | -28.11 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 88,578 | 4,343 | ||||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 5,632 | 0.00 | 276 | -1.08 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 95,996 | -26.72 | 4,701 | -27.57 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 26,079 | 204.45 | 1,279 | 200.71 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 275,544 | -20.51 | 13,510 | -21.46 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 7,632 | -8.40 | 374 | -9.44 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10,943 | 537 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 745,522 | 36,553 | ||||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 38,286 | 152.58 | 1,877 | 149.60 | ||||
| 2025-08-22 | NP | FENCX - Fidelity SAI Enhanced Municipal Income Fund | 42,800 | 131.35 | 2,098 | 128.79 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 108 | 0.00 | 5 | 0.00 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 178,896 | 39.64 | 8,771 | 37.97 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 19,814 | 45.54 | 971 | 43.85 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 24,337 | -13.38 | 1,193 | -14.42 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 14,851 | -3.08 | 728 | -4.21 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 350,253 | 2.48 | 17,173 | 1.26 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 159,932 | 7,841 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 6,432 | -0.06 | 315 | -1.25 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 33,737 | -8.53 | 1,654 | -9.62 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 89,877 | -3.01 | 4,407 | -4.15 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 149,146 | -4.18 | 7,313 | -5.32 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9,004 | 0.03 | 441 | -1.12 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 121,438 | 42.87 | 5,954 | 41.19 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45,537 | 13.18 | 2,233 | 11.82 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 532,470 | -9.41 | 26,107 | -10.49 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 7,237 | 0.84 | 355 | -0.56 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 177,137 | 21.10 | 8,685 | 19.68 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4,386 | 0.00 | 215 | -0.92 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,984,644 | -1.42 | 97,307 | -2.60 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 7,868 | -19.12 | 386 | -20.12 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 18,162 | -30.58 | 890 | -31.43 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 434,319 | 1,194.16 | 21,295 | 1,178.92 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 96,278 | -0.63 | 4,721 | -1.81 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 22,431 | 46.44 | 1,100 | 44.61 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 6,675 | 0.00 | 327 | -1.21 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3,576 | 510.24 | 175 | 503.45 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 8,227 | 0.30 | 403 | -0.74 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 79,728 | 1.60 | 3,909 | 0.41 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 63,214 | -15.71 | 3,099 | -16.72 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 64 | 0.00 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72,943 | -12.82 | 3,576 | -13.85 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 153,772 | 0.80 | 7,539 | -0.40 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1,259,230 | -14.52 | 61,740 | -15.53 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 184,879 | 80.41 | 9,065 | 78.28 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 19,291 | -1.05 | 946 | -2.28 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 45,463 | -51.56 | 2,229 | -52.14 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 21,611 | 0.00 | 1,060 | -1.21 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 546,685 | 1.98 | 26,777 | 0.67 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 8,089 | -5.41 | 397 | -6.60 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1,417 | 189.78 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 171,657 | 12.39 | 8,416 | 11.06 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 10,856 | -26.18 | 532 | -27.02 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 6,971 | -0.27 | 342 | -1.45 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 17,446 | 0.00 | 855 | -1.16 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10,253 | 503 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 24,020 | 1,178 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 54,775 | 94.50 | 2,686 | 92.20 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 134 | 13,300.00 | 7 | -57.14 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 5,650 | 0.02 | 277 | -1.07 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 76,092 | -22.25 | 3,731 | -23.19 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 179,431 | 99.22 | 8,798 | 96.84 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 53,405 | 5.01 | 2,618 | 3.77 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,538 | 13.39 | 272 | 11.98 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 12,197 | 598 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17,119 | 45.99 | 839 | 44.41 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 24,753 | 62.51 | 1,214 | 60.66 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 164,729 | 63.88 | 8,077 | 61.94 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 183,708 | -8.67 | 9,007 | -9.75 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 153,103 | -4.00 | 7,507 | -5.14 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 6,670 | 237.89 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 838 | 16.23 | 41 | 17.14 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7,317 | 0.00 | 359 | -1.38 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 5,155 | 0.00 | 253 | -1.18 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 195,701 | 10.90 | 9,595 | 9.58 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 59,314 | 108.26 | 2,908 | 105.80 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 4,350 | 213 | ||||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 34,648 | -2.93 | 1,699 | -4.12 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 296,755 | 14.67 | 14,550 | 13.31 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,310 | 211 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 9,013 | 0.00 | 442 | -1.34 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 19,311 | 0.00 | 947 | -1.25 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9,289 | -17.64 | 455 | -18.60 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 356,447 | 15.33 | 17,477 | 13.96 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 2,015 | 0.80 | 99 | -1.01 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 75,384 | -2.62 | 3,696 | -3.78 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16,730 | -0.68 | 820 | -1.80 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 10,721 | -15.46 | 526 | -16.53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 970,692 | -0.65 | 47,593 | -1.83 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 78,606 | -8.23 | 3,854 | -9.32 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 15,525 | 0.00 | 761 | -1.17 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 32,142 | 7.39 | 1,576 | 6.06 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 246,195 | -10.41 | 12,071 | -11.48 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 40,546 | 4.84 | 1,988 | 3.54 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3,158,757 | -16.22 | 154,874 | -17.21 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1,066,333 | -2.93 | 52,282 | -4.08 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 40,249 | 3.62 | 1,973 | 2.39 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 101 | 5 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 19,198 | -14.53 | 941 | -15.53 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1,760 | 62.96 | 86 | 62.26 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 136,705 | -8.35 | 6,703 | -9.44 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 386 | 19 | ||||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 37,192 | -6.56 | 1,824 | -7.65 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,269,611 | -0.85 | 62,249 | -2.03 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 93,234 | -2.17 | 4,571 | -3.32 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 31,835 | -38.38 | 1,561 | -39.13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 844,108 | -16.39 | 41 | -18.00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20,735 | 6.69 | 1,017 | 5.39 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 31,782 | -13.59 | 1,558 | -14.63 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 80,157 | 3,930 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 81,198 | -14.27 | 3,981 | -15.28 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14,276 | 700 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 43,916 | 1.14 | 2,153 | -0.05 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17,828 | 113.79 | 874 | 111.62 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 102,130 | -39.58 | 5,007 | -40.30 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10,205 | -33.37 | 500 | -34.12 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 39,250 | 6.42 | 1,924 | 5.14 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 227,290 | 13.14 | 11,144 | 11.80 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 53,181 | -4.53 | 2,607 | -5.65 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 39,231 | -19.53 | 1,923 | -20.47 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 57,395 | 1.72 | 2,814 | 0.54 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 45,526 | 39.27 | 2,222 | 39.69 | ||||
| 2025-05-07 | 13F | Werba Rubin Papier Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 85,046 | -9.74 | 4,170 | -10.82 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 5,406 | 0.00 | 265 | -1.12 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 14,270 | 0.00 | 700 | -1.27 | ||||
| 2025-08-12 | 13F | Ade, Llc | 15,739 | 0.00 | 772 | -1.15 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 14,314 | 1.39 | 702 | 0.14 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10,034 | -30.07 | 0 | |||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 6,996 | 342 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 21,020 | 23.50 | 1,031 | 22.04 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,404,770 | 87.65 | 363,056 | 85.42 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 23,096 | -0.88 | 1,132 | -2.08 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 36,909 | 1,810 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 191,871 | 80.53 | 9,407 | 78.40 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4,182 | -8.43 | 205 | -9.29 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 24,118 | -0.22 | 1,183 | -1.42 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 140,313 | 3.33 | 7 | 0.00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 9,650 | 0.00 | 473 | -1.05 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 75,750 | -2.54 | 3,714 | -3.68 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 102,091 | -8.68 | 5,006 | -9.77 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 13,472 | -91.57 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24,384 | -18.52 | 1,196 | -19.47 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5,614 | -62.29 | 275 | -62.74 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7 | 0 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 17,183 | 96.78 | 842 | 94.46 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9,871 | 2.60 | 484 | 1.26 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1,644 | 0.00 | 81 | -1.23 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 550,027 | -23.67 | 27,292 | -24.45 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 18,022 | -4.56 | 884 | -5.76 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 95,324 | 197.65 | 4,674 | 194.08 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 92,439 | 11.75 | 4,532 | 10.43 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 20,374 | 999 | ||||||
| 2025-08-14 | 13F | Cooperman Leon G | 12,876 | 0.00 | 631 | -1.10 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4,947 | -32.79 | 243 | -34.24 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 14,032 | 0.31 | 688 | -0.86 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 34,770 | -1.37 | 1,689 | -3.43 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 9,334 | 0.00 | 458 | -1.30 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 29,280 | 7.23 | 1,435 | 5.98 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 6,007 | 0 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 30,557 | 6.52 | 1,498 | 5.27 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 16,241 | 3.56 | 796 | 3.51 | ||||
| 2025-08-01 | 13F | a16z Perennial Management, L.P. | 435,683 | 0.00 | 21,362 | -1.19 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 6,474 | -6.90 | 317 | -8.12 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,138 | 0.00 | 56 | -1.79 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 4,544 | -3.20 | 223 | -4.31 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 53,568 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 83,117 | 1,825.34 | 4,056 | 1,760.55 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 45,802 | 522.23 | 2,246 | 515.07 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 18,190 | 0.84 | 892 | -0.45 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 48,435 | 29.41 | 2,375 | 27.84 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 45,137 | -43.90 | 2,213 | -44.56 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BWM Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 99,523 | -2.27 | 4,880 | -3.44 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 69,329 | 136.09 | 3,399 | 133.29 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 45,448 | -15.52 | 2,228 | -16.52 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 393 | 0.00 | 19 | 0.00 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 55,037 | 48.88 | 2,698 | 47.11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,216,439 | -8.94 | 157,680 | -10.03 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 8,085 | -14.40 | 396 | -15.38 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 6,234 | -6.75 | 306 | -7.85 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4,729 | -47.33 | 232 | -48.09 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3,380 | 2.49 | 166 | 1.23 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6,218 | -8.46 | 305 | -9.79 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 93,732 | 32.28 | 4,596 | 30.69 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 28,939 | -38.19 | 1,419 | -38.96 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8,949 | -0.15 | 439 | -1.35 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 53,701 | -4.66 | 2,633 | -5.80 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 174,193 | 0.19 | 8,541 | -1.01 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 19,491 | -92.06 | 956 | -92.16 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 4,453 | -3.68 | 0 | |||||
| 2025-04-23 | 13F | Keudell/Morrison Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 14,813 | 0.84 | 726 | -0.27 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 76,718 | 1.27 | 3,761 | 0.05 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 51,727 | -0.39 | 2,567 | -1.42 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 70,014 | -1.23 | 3,433 | -2.42 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 72,660 | 18.10 | 3,563 | 16.71 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 418,936 | 11.57 | 20,494 | 10.00 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 75,737 | 4.43 | 3,713 | 3.20 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 10,431 | 1.12 | 511 | 0.00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 21,191 | -14.29 | 1,037 | -14.37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20,414 | 1,001 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 11,200 | 0.00 | 549 | -1.08 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17,753 | 29.95 | 870 | 28.51 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 327,350 | 5.28 | 16,050 | 4.03 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 11,099 | -2.15 | 540 | -2.53 | ||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 640 | 0.00 | 31 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 26,851,781 | 2.69 | 1,316,543 | 1.47 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 27,808 | 1,363 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24,403 | -26.36 | 1,196 | -27.25 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 527,685 | 4,724.33 | 25,872 | 4,673.43 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 8,927 | -8.35 | 438 | -9.52 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 49,744 | -11.36 | 2,439 | -12.43 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 18,789 | 0.18 | 921 | -0.97 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 11,581 | -1.62 | 568 | -2.91 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 33,096 | -20.88 | 1,623 | -21.83 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 829 | 41 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 329,967 | 0.04 | 16,178 | -1.15 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 54,224 | -87.91 | 2,691 | -88.03 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9,533 | -6.25 | 467 | -7.34 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1,111 | 0 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 775 | 0.00 | 38 | -2.63 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 73,842 | 0.26 | 3,613 | -1.12 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 666 | 0.00 | 33 | -3.03 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2,076,352 | -9.56 | 101,077 | -9.82 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 18,113 | 0.00 | 888 | -1.11 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 629 | 0.00 | 31 | -3.23 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 8,011 | 0.00 | 393 | -1.26 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 201,979 | -29.60 | 9,903 | -30.43 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Strategic Equity Management | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6,511 | -11.29 | 323 | -11.99 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 20,352 | 18.66 | 998 | 17.16 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 19,411 | -4.60 | 952 | -5.75 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 11,052 | 79.01 | 542 | 76.80 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 32,849 | -89.56 | 1,611 | -89.69 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 305,192 | 0.47 | 14,939 | 2.19 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 45,396 | -1.80 | 2,226 | -2.97 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 105,796 | 3.28 | 5,177 | 1.85 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,626 | -55.76 | 423 | -56.36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,410,501 | 7.61 | 314,307 | 6.33 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6,461 | -84.68 | 317 | -84.90 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,381,736 | 24.16 | 214,656 | 22.69 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7,229 | -22.96 | 354 | -23.87 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 208 | -27.53 | 10 | -23.08 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 187 | 9 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 5,395 | 14.18 | 265 | 10.46 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 113,157 | 7.47 | 5,548 | 6.20 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 365,872 | 8.30 | 17,928 | 9.37 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 333,868 | 4.86 | 16,370 | 3.61 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 16,099 | -1.78 | 789 | -2.95 | ||||
| 2025-04-25 | NP | PMIO - PGIM Municipal Income Opportunities ETF | 18,000 | 0.00 | 912 | -0.76 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 15,530 | 0.00 | 761 | -1.17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 212,271 | -3.59 | 10,408 | -4.74 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 42,096 | 7.78 | 2,064 | 6.45 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 40,573 | -27.15 | 1,989 | -28.01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 66,896 | -0.50 | 3,280 | -1.71 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 535,770 | -2.47 | 26,269 | -3.63 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 6,760 | -96.72 | 331 | -96.76 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 2,830 | 0.00 | 139 | -1.43 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4,731 | -37.99 | 232 | -38.89 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 45,077 | 385.06 | 2,210 | 379.39 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 8,559 | 0.26 | 420 | -0.95 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 148,052 | -14.77 | 7,259 | -15.79 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 210,218 | 14.03 | 10,307 | 12.67 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 160,025 | 32.07 | 7,846 | 30.51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,124,602 | 23.70 | 55,139 | 22.23 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 37,673 | 2.34 | 1,847 | 1.15 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 13,369 | 3.64 | 655 | 2.34 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 6,440 | 316 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 38,850 | 1,905 | ||||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 744,073 | 67.90 | 36,482 | 65.90 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 24,510 | 1,202 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 31,753 | 25.41 | 1,557 | 23.89 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 182,517 | -30.50 | 8,934 | -30.00 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 6,232 | -31.01 | 306 | -31.92 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 21,646 | 0.00 | 1,061 | -1.21 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 13,252 | 0.29 | 1 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 5,175 | 254 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 387,695 | 9.14 | 19,009 | 7.83 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 20,760 | 68.92 | 1,018 | 69.22 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 267,917 | 13,136 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 12,431 | 836.77 | 609 | 836.92 | ||||
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 37,903 | -4.75 | 1,858 | -5.88 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 79,631 | -51.21 | 3,904 | -51.80 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 514,995 | 7.77 | 25,250 | 6.50 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 39,858 | -6.97 | 1,954 | -8.05 | ||||
| 2025-05-13 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13,313 | -14.04 | 653 | -15.10 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 546,981 | 0.01 | 26,819 | -1.18 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 5,773 | 283 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11,763,538 | 1.02 | 576,766 | -0.18 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 4,460 | -45.72 | 219 | -46.44 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 138,643 | 85.69 | 6,798 | 83.50 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 136,055 | 22.67 | 6,671 | 21.21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 487,257 | 19.29 | 23,890 | 17.87 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56,563 | -5.83 | 2,773 | -6.95 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 146,601 | 5.55 | 7,188 | 4.30 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 272,200 | -93.63 | 13,346 | -93.71 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 555,620 | 75.44 | 27,337 | 72.18 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 20,282 | -1.19 | 994 | -2.36 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 10,840 | 0.00 | 530 | -1.30 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 126,219 | -58.63 | 6,189 | -59.13 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 7,759 | 380 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7,367 | 0.00 | 361 | -1.10 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 287,596 | 1.58 | 14,101 | 0.37 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 14,318 | -19.39 | 694 | -19.58 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19,954 | 9.98 | 978 | 8.67 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 13,669 | -23.90 | 670 | -24.80 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 19,319 | -64.00 | 947 | -64.43 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 14,531 | 0.00 | 721 | -0.96 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 126,205 | 146.56 | 6,188 | 143.68 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 39,600 | 0.00 | 1,942 | -1.17 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 55,360 | -70.95 | 2,714 | -71.30 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5,691 | 279 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8,313 | 104.65 | 408 | 102.49 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 8,347 | 409 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 6,202 | 22.11 | 304 | 20.63 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 136,279 | 3.09 | 6,682 | 1.86 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 10,776 | 5.00 | 528 | 3.73 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 10,041 | -15.81 | 492 | -16.75 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3,300 | 0.00 | 162 | -1.23 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,864,210 | 7.90 | 91,402 | 6.62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 39,301 | 5.07 | 1,927 | 3.83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 242,355 | 10.81 | 11,883 | 9.49 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 62,932 | -30.32 | 3,086 | -31.15 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 951 | -87.65 | 47 | -87.96 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,856 | -75.97 | 385 | -76.26 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 135,378 | -11.06 | 6,638 | -12.12 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 247,790 | 1.85 | 12,149 | 0.64 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1,035 | 51 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 28,993 | 0.27 | 1,422 | 1.36 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 4,287 | -31.78 | 210 | -32.48 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 393,005 | -1.12 | 19,269 | -2.29 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 21,750 | -3.07 | 1,066 | -4.31 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 40,154 | 0.00 | 1,969 | -1.20 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 217,373 | 1.38 | 10,658 | 0.17 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 71,191 | 74.52 | 3,490 | 72.43 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10,472 | 1.15 | 513 | 0.00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 11,227 | 6.40 | 550 | 5.16 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18,678 | -26.95 | 916 | -27.84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 41,724 | -23.05 | 2,046 | -23.98 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 4,914 | 241 | ||||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 15,186 | -19.55 | 745 | -20.51 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 26,790 | 1,314 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 134,418 | 40.26 | 6,591 | 38.59 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15,288 | -21.58 | 750 | -22.54 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5,294 | -35.57 | 260 | -36.36 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 217,315 | 105.33 | 10,655 | 100.83 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 268,424 | 121.94 | 13,161 | 119.30 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11,197 | 34.95 | 549 | 33.33 | ||||
| 2025-07-21 | 13F | 25 Llc | 198,506 | 2.21 | 9,733 | 0.99 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14,022 | -1.71 | 687 | -2.83 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11,026 | -62.80 | 541 | -63.27 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 553,372 | 16.56 | 27,132 | 15.18 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 16,217 | 0.00 | 795 | -1.12 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,722,114 | 7.18 | 84,297 | 5.73 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 164,668 | 64.49 | 8,074 | 62.53 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 20,183 | 26.06 | 990 | 24.56 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 195,385 | 29.51 | 9,580 | 27.50 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 309,000 | 0.00 | 15,150 | -1.19 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 11,608 | -11.19 | 569 | -14.82 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 22,447 | -42.51 | 1,101 | -43.21 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 7,475 | -23.06 | 366 | -24.07 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 14,619 | 3.83 | 717 | 2.58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 275,298 | 737.51 | 13,498 | 727.53 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 21,255 | 7.28 | 1,042 | 6.00 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 16,662 | 3.88 | 817 | 2.64 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 6,535 | 54.02 | 320 | 52.38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 180,917 | -3.74 | 8,870 | -4.88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,330 | -43.70 | 408 | -44.41 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 101,282 | -29.52 | 4,966 | -30.36 | ||||
| 2025-04-01 | 13F | Emprise Bank | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 3,768 | 23.22 | 185 | 21.85 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 145,148 | 5.81 | 7,117 | 4.55 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 86,396 | -24.19 | 4,236 | -25.17 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 108,550 | 6.13 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 22,513 | -2.15 | 1,104 | -3.33 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 28,833 | 47.33 | 1,414 | 45.52 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 43,639 | 139.95 | 2,140 | 137.14 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 11,080 | 2.77 | 543 | 0.56 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 502,680 | -8.52 | 24,646 | -9.61 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 122,830 | -6.44 | 6,022 | -7.55 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1,050,800 | 282.25 | 51,521 | 277.71 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 32,947 | -7.26 | 1,615 | -8.34 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 504 | 0.80 | 0 | |||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 17,490 | 10.63 | 856 | 9.18 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 250 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,293,134 | -21.67 | 112,432 | -22.60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 31,039 | -13.05 | 1,522 | -14.98 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 7,261 | 0.00 | 356 | -1.11 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 80,889 | 19.86 | 3,966 | 18.43 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,728 | 46.46 | 1 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 102,599 | 20.96 | 5,030 | 19.53 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 94,276 | -27.19 | 4,622 | -28.05 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 58,604 | -0.08 | 2,873 | -1.27 | ||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 4,400 | 221 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 135,312 | 9.99 | 6,634 | 8.68 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 128,868 | 19.32 | 6,318 | 17.90 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 389,555 | 15.65 | 19,100 | 14.27 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7,411 | 0.00 | 0 | -100.00 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8,890 | 36.90 | 441 | 36.11 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 5,190 | -28.31 | 254 | -29.25 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 11,819 | -13.53 | 579 | -14.60 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 37,080 | -2.70 | 1,818 | -3.81 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4,792 | -6.28 | 235 | -7.51 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 313,826 | 484.19 | 15,387 | 477.34 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,000 | -15.90 | 49 | -15.52 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 14,282 | -8.86 | 700 | -9.91 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 971 | -14.97 | 48 | -16.07 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 552 | 0.00 | 27 | 0.00 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 9,000 | 441 | ||||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 478,904 | 3.68 | 23,481 | 2.45 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 470 | 0.00 | 23 | 0.00 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 75,685 | -30.15 | 3,711 | -30.99 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 29,393 | 1,438 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 21,017 | 2.26 | 1,030 | 1.08 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1,346 | 58.73 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 905,403 | 14.82 | 44,392 | 13.45 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 54,483 | -11.49 | 2,703 | -12.38 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4,674 | 0.00 | 229 | -0.87 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14,016 | 186.98 | 687 | 183.88 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 18,861 | -12.67 | 925 | -13.73 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 25,709 | -7.98 | 1,261 | -9.09 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 16,583 | -14.93 | 813 | -15.93 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 100,592 | 11.21 | 4,932 | 9.89 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 216,125 | -25.94 | 10,597 | -22.29 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 646,226 | -1.83 | 31,684 | -1.75 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 624,180 | -7.04 | 30,604 | -8.15 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 560 | 0.00 | 27 | 0.00 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 5,785 | 0.00 | 284 | -1.39 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 39,140 | 3.99 | 1,919 | 2.79 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 20,929 | -0.11 | 1,026 | -1.25 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 24,062 | -80.89 | 1,180 | -81.13 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 114,272 | -23.50 | 5,603 | -24.41 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 4,650 | 0.00 | 228 | -1.30 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 179,461 | 65.31 | 8,799 | 63.35 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7,712 | 50.62 | 378 | 48.82 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 79 | 1.28 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | American National Bank | 27,232 | 5.01 | 1,335 | 3.81 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 4,467 | -49.21 | 219 | -49.77 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 55,674 | -12.08 | 2,730 | -13.14 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 5,429 | 266 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2,284 | -12.86 | 112 | -14.62 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 5,771 | -22.58 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9,710,516 | -5.55 | 476,107 | -6.67 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 29,108 | 1,427 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 95,148 | 30.49 | 4,657 | 28.69 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 19,695 | 6.30 | 966 | 5.01 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 20,173 | 0.00 | 1,031 | 0.00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3,661 | 0.00 | 179 | -1.10 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 93,178 | 127.00 | 4,553 | 123.58 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3,647 | -14.67 | 179 | -16.04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2,039,201 | -12.93 | 99,982 | -13.97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,567,346 | -6.70 | 76,847 | -7.81 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14,675 | -28.01 | 720 | -28.88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 4,177 | -54.37 | 205 | -55.07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5,900 | -45.37 | 289 | -45.98 | |||
| 2025-07-09 | 13F | GSG Advisors LLC | 34,842 | 1.26 | 1,708 | 2.34 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 26,688 | 14.98 | 1,309 | 13.64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14,700 | -86.78 | 721 | -86.95 | |||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 75,869 | -1.53 | 3,720 | -2.69 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 1,137,702 | 4.76 | 55,782 | 3.51 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 26,945 | 11.22 | 1,321 | 8.81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 108,048,493 | 39.82 | 5,297,618 | 38.16 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6,996 | 343 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 91,353 | -6.20 | 4,479 | -7.31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 98,419 | -87.14 | 4,825 | -87.29 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 106,925 | -10.43 | 5,243 | -11.50 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 4,404 | -10.74 | 214 | -11.62 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 442,497 | 83.55 | 21,696 | 81.37 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 6,887 | 338 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 9,421 | -19.43 | 462 | -20.52 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 185,639 | -1.01 | 9,102 | -2.18 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 2,992 | 0.00 | 147 | -1.35 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 347 | -95.46 | 17 | -95.51 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 57,211 | 8.06 | 2,805 | 6.82 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 219,532 | 10,801 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12,576 | -1.12 | 617 | -2.38 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 305,014 | 16.52 | 15 | 16.67 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8,114 | -24.35 | 398 | -25.38 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 4,280 | 0.00 | 210 | -1.42 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 26,930 | 12.82 | 1,320 | 11.49 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 2,694 | 0.00 | 132 | -0.75 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 4,542 | 0 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4,713 | -19.37 | 231 | -20.34 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 56,892 | 1.78 | 2,789 | 0.58 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 14,695 | 1 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,653 | 17.91 | 130 | 17.12 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 4,815 | 0.00 | 236 | -0.84 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 136,735 | 7.41 | 6,704 | 6.14 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 25,867 | -6.44 | 1,268 | -8.51 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 21,146 | -12.17 | 1,037 | -13.23 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4,152,644 | 1.04 | 203,604 | -0.16 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 56,685 | -11.91 | 2,779 | -12.94 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 867,590 | -0.97 | 42,538 | -2.15 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 11,949 | -42.32 | 586 | -43.04 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 54,532 | 87.24 | 2,674 | 84.98 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 14,100 | 0.00 | 691 | -1.14 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12,442 | 29.47 | 610 | 28.15 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 169,097 | -17.65 | 8,291 | -18.63 | ||||
| 2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 640,928 | 10.56 | 31,425 | 9.24 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 276,707 | 0.51 | 13,539 | -1.25 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 148,846 | -26.21 | 7,298 | -27.09 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 6,872 | -78.41 | 337 | -78.72 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 16,755 | -2.93 | 821 | -4.09 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 12 | 1 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 63,677 | 306.08 | 3,122 | 301.29 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 9,449 | 1.00 | 463 | -0.22 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 7,870 | 386 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 23,976 | -26.42 | 1,176 | -27.29 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 361,298 | 4.16 | 17,714 | 2.92 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 154,270 | 8.57 | 7,564 | 7.28 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 55,052 | 15.76 | 2,699 | 14.41 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 4,376 | -5.81 | 215 | -6.96 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4,398 | -37.92 | 216 | -38.75 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15,136 | 7.02 | 742 | 5.85 | ||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 13,529 | 663 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 326,211 | 11.78 | 15,994 | 10.46 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6,884 | 22.38 | 338 | 20.79 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 10,554 | 517 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 1,037,558 | 0.69 | 50,871 | -0.50 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Call | 100,000 | 4,903 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 23,639 | -11.78 | 1,159 | -12.79 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10,523 | 1.20 | 516 | 0.00 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 11,747 | 2.37 | 576 | 1.05 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 80,135 | 16.54 | 3,929 | 15.15 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 25,027 | 1.38 | 1,227 | -0.81 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 50,430 | 1.03 | 2,473 | -0.16 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 26,851 | 23.22 | 1,317 | 21.74 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,594,827 | -6.45 | 78,194 | -7.56 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 175,137 | 8,587 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 42,808 | 2,099 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 620,673 | 633.99 | 30,432 | 625.41 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 80,379 | -4.44 | 3,941 | -5.56 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 53,618 | 0.17 | 2,629 | -1.02 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 50,710 | -7.63 | 2,486 | -8.74 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 790,174 | 1.45 | 38,742 | 0.25 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 10,582 | 519 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11,560 | -43.72 | 565 | -44.65 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 118 | 0.00 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 60,280 | 1.86 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6,187 | 0.00 | 302 | -1.31 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,996 | 0.00 | 98 | -2.02 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 59,897 | 51.05 | 2,909 | 47.84 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 64,591 | 0.34 | 3,135 | -0.70 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 52 | -22.39 | 3 | -33.33 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 205,578 | 12.22 | 10,079 | 10.88 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 699,132 | -0.84 | 34,278 | -2.02 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11,497 | -3.24 | 564 | -3.10 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 675,264 | -12.89 | 33,108 | -13.92 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 43,007 | 8.82 | 2,109 | 7.50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 263,221 | 13.08 | 13 | 9.09 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 87,658 | -5.35 | 4,298 | -6.49 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2,333 | 0.00 | 114 | -0.87 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 8,550 | 69.31 | 419 | 67.60 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6,871,298 | -2.79 | 336,900 | -3.95 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 23,640 | -25.35 | 1,159 | -26.23 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 11,095 | -78.29 | 544 | -78.58 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 5,680 | 4.51 | 282 | 3.31 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 109,190 | 591.21 | 5,354 | 583.65 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 28,753 | -1.54 | 1,410 | -2.69 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1,771 | 87 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 12,128 | -20.08 | 595 | -21.12 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10,081 | 33.49 | 494 | 32.09 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 61,434 | -29.51 | 3 | -25.00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1,023 | 50 | ||||||
| 2025-08-12 | 13F | Holderness Investments Co | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 41 | 0.00 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 21,831,076 | 0.65 | 1,070,378 | -0.55 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 187,401 | -1.30 | 9,188 | -2.47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 167,859 | -2.78 | 8,230 | -3.93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 285,539 | -50.53 | 14 | -50.00 | ||||
| 2025-07-31 | 13F | Lazard Freres Gestion S.A.S. | 0 | -100.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 38,860 | 106.06 | 1,905 | 103.74 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 533,216 | -0.01 | 26,144 | -1.20 | ||||
| 2025-07-25 | NP | FHYVX - Franklin High Yield Tax-free Income Fund Advisor Class | 2,850,000 | -5.00 | 139,080 | -8.49 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 93,081 | -1.66 | 4,564 | -2.83 | ||||
| 2025-04-15 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5,310 | 260 | ||||||
| 2025-08-06 | 13F | Souders Financial Advisors | 32,206 | 6.81 | 1,579 | 5.55 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 28,996 | 2.00 | 1,422 | 0.78 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6,263 | 5.70 | 307 | 4.78 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 17,390 | -85.10 | 853 | -85.29 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 15,339 | -1.16 | 752 | -2.34 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 59,773 | 0.00 | 2,931 | -1.18 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 15,516 | 0.00 | 761 | -1.17 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 53,861 | 22.60 | 2,641 | 21.16 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 6,645 | 256.30 | 326 | 253.26 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1,683,670 | 23.04 | 82,550 | 21.58 | ||||
| 2025-08-14 | 13F | Betterment LLC | 482,841 | 355.97 | 24 | 360.00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5,660 | -5.16 | 277 | -6.42 | ||||
| 2025-07-31 | 13F | City State Bank | 991 | 0.00 | 49 | -2.04 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 167 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 242,144 | 14.02 | 12 | 10.00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3,638,035 | 5.97 | 178,373 | 4.71 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 15,568,877 | -3.29 | 763,342 | -4.44 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 762 | 1.20 | 37 | 0.00 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 25,000 | -10.71 | 1,226 | -11.81 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 16,562 | -24.94 | 812 | -25.78 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 73,498 | 2.86 | 3,604 | 1.64 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 25,001 | 23.87 | 1,226 | 22.38 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 66,488 | 22.13 | 3,260 | 20.66 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 49,472 | -31.17 | 2,426 | -32.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,202,728 | 8.67 | 58,970 | 7.37 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3,246 | -76.91 | 159 | -77.19 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | -100.00 | 0 |
