Mga Batayang Estadistika
| Pemilik Institusional | 856 total, 855 long only, 1 short only, 0 long/short - change of 5.39% MRQ |
| Alokasi Portofolio Rata-rata | 0.9667 % - change of -1.06% MRQ |
| Saham Institusional (Jangka Panjang) | 208,663,816 (ex 13D/G) - change of 26.14MM shares 14.32% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 10,163,740 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (US:VTIP) memiliki 856 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 208,663,816 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, LPL Financial LLC, Sei Investments Co, Goldman Sachs Group Inc, GARTX - Goldman Sachs Absolute Return Tracker Fund Class A, Wealthspire Advisors, LLC, Valmark Advisers, Inc., Fmr Llc, Cambridge Associates Llc /ma/ /adv, and Morgan Stanley .
Struktur kepemilikan institusional Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (NasdaqGM:VTIP) 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 3, 2025 is 50.64 / share. Previously, on September 3, 2024, the share price was 48.82 / share. This represents an increase of 3.73% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 4,247,616 | 2.41 | 213,528 | 3.17 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 38,278 | 13.31 | 1,918 | 14.03 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 18,551 | 62.51 | 933 | 63.80 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 56,785 | 2.83 | 2,855 | 3.59 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1,368 | 0.00 | 69 | 0.00 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 43,575 | 3.25 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 891,034 | 2.41 | 44,792 | 3.17 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,174 | 210 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,372 | -39.69 | 320 | -39.28 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 53,949 | 15.38 | 2,712 | 16.25 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 8,403 | 422 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,235 | -1.20 | 62 | 0.00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 745,423 | 17.43 | 37,472 | 18.31 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 98,277 | -4.26 | 4,940 | -3.55 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 5,054 | 0.64 | 252 | 0.40 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 5,088 | -8.14 | 256 | -7.61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 38,170 | 1.71 | 1,919 | 2.46 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 13,776 | -21.83 | 1 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 100 | -47.64 | 5 | -44.44 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 14,000 | 0.00 | 704 | 0.72 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9,691 | 29.06 | 487 | 30.21 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9,306 | 7.45 | 468 | 8.10 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 15,451 | 777 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 131,646 | 14.33 | 6,585 | 15.65 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,705 | 647.24 | 148 | 722.22 | ||||
| 2025-08-20 | 13F | Monarch Capital Management Inc/ | 50,836 | -3.61 | 2,556 | -2.89 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 27,976 | -0.33 | 1,406 | 0.43 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 4,190 | 211 | ||||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 17,008 | -1.39 | 855 | -0.58 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 4,370 | 2.32 | 220 | 2.82 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 102,026 | 28.23 | 5,129 | 29.17 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 16,440 | 0.00 | 826 | 0.73 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85,794 | 0.79 | 4,313 | 1.53 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 251 | -83.33 | 13 | -84.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,133 | 459 | ||||||
| 2025-07-31 | 13F | GenTrust, LLC | 15,337 | 0.01 | 771 | 0.78 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,714 | -2.41 | 286 | -2.40 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | MSTBX - Morningstar Defensive Bond Fund | 35,418 | 40.47 | 1,778 | 44.32 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 174,589 | 2.42 | 8,777 | 3.19 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1,618,829 | 14.90 | 81,379 | 15.75 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 156,947 | 1.66 | 7,890 | 2.41 | ||||
| 2025-08-12 | 13F | Private Harbour Investment Management & Counsel, LLC | 12,870 | 0.00 | 647 | 0.62 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 5,670 | 0.00 | 285 | 1.06 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 220,503 | 27.73 | 11,085 | 28.67 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 37,787 | 25.49 | 1,900 | 26.43 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 246 | 0.00 | 12 | 0.00 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 501,973 | -11.12 | 25,234 | -10.46 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 24,785 | 4.26 | 1,246 | 4.97 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6,189 | -42.07 | 311 | -41.65 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9,590 | 0.00 | 482 | 0.84 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 117,787 | 5,921 | ||||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 175,637 | 1.95 | 8,829 | 2.71 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 2,055 | 0.00 | 103 | 0.98 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 216,060 | 5.01 | 10,861 | 5.80 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 28,738 | -2.56 | 1,445 | -1.84 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25,710 | 5.62 | 1,292 | 6.43 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 7,104 | 0.00 | 357 | 0.85 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 263,217 | 3.35 | 13,232 | 4.12 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 20,535 | -7.37 | 1,032 | -6.69 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 18,330 | -8.06 | 921 | -7.34 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 283,182 | 14,236 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 114,205 | 222.86 | 5,741 | 225.27 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 95,897 | -49.46 | 4,821 | -49.09 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 758,511 | 1.39 | 38,130 | 2.14 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1,561 | 279.81 | 78 | 290.00 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 90,648 | 1.66 | 4,512 | 1.39 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11,310 | -71.51 | 569 | -71.31 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 291 | 15 | ||||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1,561 | 0.00 | 78 | 1.30 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 14,212 | 714 | ||||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 421,711 | 34.67 | 21,199 | 35.67 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 237,600 | 83.38 | 11,944 | 84.75 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 149,449 | 30.85 | 7,513 | 31.81 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4,004 | -1.72 | 201 | -0.99 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 122,013 | 5.21 | 6,134 | 5.98 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 81,555 | 14.29 | 4,100 | 15.14 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 49,954 | 106.08 | 2,511 | 107.69 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 85,938 | -12.41 | 4,320 | -11.75 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 49,085 | 8.45 | 2,467 | 9.26 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 5,256 | 0.00 | 264 | 0.76 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 28,772 | 3.16 | 1,446 | 3.95 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,385 | 158.88 | 70 | 165.38 | ||||
| 2025-08-29 | NP | Aspiriant Risk-managed Real Asset Fund | 2,226 | 0.00 | 112 | 0.00 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 24,738 | -9.08 | 1,244 | -8.40 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6,310 | -2.86 | 317 | -2.16 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 118,247 | 17.19 | 5,944 | 18.08 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 46,671 | -4.01 | 2,346 | -3.30 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 119,401 | 16.83 | 6,002 | 17.71 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 1,470 | 0.00 | 74 | 0.00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 11,795 | 0.00 | 593 | 0.68 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 5,997 | 0.00 | 301 | 0.67 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,724 | 0 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 30,119 | -10.79 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 335,992 | 0.78 | 16,890 | 1.53 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | S.A. Mason LLC | 31,864 | 0.00 | 1,602 | 0.76 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 7,176 | -4.85 | 361 | -4.26 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21,172 | 20.44 | 1,064 | 21.32 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 29,927 | 1.02 | 1,504 | 1.76 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 365,155 | 1.83 | 18,356 | 2.59 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8,507,046 | 39.03 | 427,649 | 40.06 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 76,553 | -7.43 | 3,848 | -6.74 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 3,313 | -21.57 | 167 | -18.63 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 119 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 599 | 2,296.00 | 30 | 2,900.00 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 317,140 | -0.02 | 15,943 | 0.72 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 69,605 | 3,499 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 175,662 | -5.61 | 9 | -11.11 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 289 | 15 | ||||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 259,940 | -0.85 | 13,067 | -0.11 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2,087 | 5.35 | 105 | 6.12 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 57,910 | -0.99 | 2,911 | -0.24 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 89,968 | 19.59 | 4,523 | 20.49 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 186,159 | 76.61 | 9,358 | 77.94 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 51,415 | -4.93 | 2,585 | -1.52 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 131,945 | -0.11 | 6,633 | 0.62 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 12,620 | 9.31 | 634 | 10.07 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 22,340 | -3.62 | 1,123 | -2.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9,990 | -15.11 | 502 | -14.48 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 28,120 | 0.52 | 1,407 | 0.86 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 529,903 | 0.26 | 26,638 | 1.00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 120,237 | -0.13 | 6,044 | 0.62 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 4,767 | 0.17 | 240 | 0.84 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 8,024 | 403 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 17,159 | 9.52 | 1 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 19,049 | 34.12 | 922 | 30.08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,732,394 | 77.49 | 87,088 | 78.81 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 182,270 | 4.86 | 9,080 | 4.67 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 13,441 | 2.67 | 676 | 3.37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 19,527 | 18.97 | 982 | 19.78 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 160,439 | 3.46 | 8,065 | 4.23 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 44,296 | -0.95 | 2,227 | -0.22 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 2,588 | 0.00 | 130 | 0.78 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 74,973 | 4.60 | 3,769 | 5.37 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 149 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 78,646 | -22.22 | 3,954 | -21.65 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 690,314 | -1.22 | 34,591 | -1.06 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 5,727 | 10.05 | 288 | 10.81 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 66,007 | 189.14 | 3,318 | 191.56 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4,508 | -12.16 | 227 | -8.87 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 90,751 | -0.56 | 4,562 | -0.04 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 512,211 | 24.64 | 25,747 | 25.56 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 190,116 | -8.14 | 9,557 | 95,470.00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 96,500 | -28.31 | 4,851 | -27.72 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7,137 | 359 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 406 | 0.00 | 20 | 0.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,624 | 0.08 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 9,400 | 473 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,287 | 0.23 | 65 | 0.00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 359,042 | -9.02 | 18,049 | -8.34 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 10,527 | 529 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7,033 | 2.03 | 354 | 2.92 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 84,718 | 9.64 | 4,259 | 10.45 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 81,211 | -9.03 | 4,082 | -8.35 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 7,803 | 18.57 | 392 | 19.51 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 55,720 | 13.01 | 2,801 | 13.86 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 63,527 | -3.53 | 3,194 | -2.83 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 12,540 | 25.90 | 630 | 26.76 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7,021 | 9.09 | 353 | 9.66 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 21,492 | -2.80 | 1,080 | -2.09 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 4,429 | 0.00 | 223 | 0.91 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 12,552 | 8.94 | 625 | 8.89 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27,788 | -1.15 | 1,397 | -0.43 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 14,915 | -3.62 | 750 | -2.98 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 18,581 | -35.75 | 934 | -35.27 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 655 | 33 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 52,543 | -3.33 | 2,619 | -3.47 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 61,689 | 7.10 | 3,101 | 7.90 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 11,684 | -15.06 | 587 | -14.43 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 4,518 | -13.23 | 227 | -12.36 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 51,862 | 12.29 | 2,607 | 13.15 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,185 | 210 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 4,234 | 0.00 | 213 | 0.47 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 354,172 | -4.26 | 17,804 | -3.55 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 12,618 | 2.92 | 630 | 6.07 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 52 | 0.00 | 3 | 0.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12,641 | 82.73 | 631 | 88.62 | ||||
| 2025-04-10 | 13F | Arrien Investments, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 22,331 | 10.08 | 1,123 | 10.87 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9,108 | 0.50 | 458 | 1.11 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 4,354 | 0.00 | 219 | 0.93 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 19,749 | 0.19 | 993 | 0.92 | ||||
| 2025-07-30 | 13F | Denali Advisors Llc | 9,686 | -0.67 | 487 | 0.00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 16,764 | 0.00 | 843 | 0.72 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 4,215 | -29.18 | 212 | -28.96 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 594 | 0.00 | 30 | 0.00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 16,011 | 3.59 | 805 | 4.28 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 348,632 | 0.87 | 17,526 | 1.61 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 5,424 | 5.85 | 273 | 7.09 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 122,968 | -2.60 | 6,182 | -1.89 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 5,500 | 0.00 | 274 | 3.01 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 13,857 | 19.85 | 697 | 20.83 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 33,465 | -7.78 | 1,682 | -7.07 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6,047 | 18.31 | 304 | 18.82 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 6 | 0 | ||||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 171,191 | 1.30 | 8,606 | 2.04 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 78,982 | 123.00 | 4 | 200.00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 15,574 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 5,500 | 276 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 14,633 | 10.40 | 736 | 11.20 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 36,559 | 0.97 | 1,821 | 0.83 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 117 | -55.34 | 6 | -61.54 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 110,020 | 4.00 | 5,526 | 4.70 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 182,988 | -0.17 | 9,199 | 0.57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,610,699 | 11.80 | 835,020 | 12.63 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 49 | 2 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 439,854 | -6.34 | 21,931 | -6.13 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 149,685 | 0.65 | 7,525 | 1.39 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 16,634 | 16.71 | 1 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 96 | 0.00 | 5 | 0.00 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 34,902 | 0.00 | 1,755 | 0.75 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,233,550 | 4.20 | 162,551 | 4.97 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2,000 | 0.00 | 100 | 3.13 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 4,830 | 0.00 | 243 | 0.41 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4,190 | 0.00 | 211 | 0.48 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5,112 | 1.93 | 257 | 2.40 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 49,550 | -9.89 | 2,491 | -9.22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 90,491 | 1.77 | 4,549 | 2.55 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 535 | -8.39 | 27 | -10.34 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 244,513 | 6.21 | 12,292 | 7.00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 8,348 | 1.21 | 420 | 1.95 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 743,738 | 36.74 | 37,343 | 40.47 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 11,434 | -4.33 | 575 | -3.69 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 35,430 | -2.91 | 1,781 | -2.14 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 975,383 | 30.36 | 49,033 | 31.33 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 5,064 | 0.18 | 255 | 0.79 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 165,465 | 2.70 | 8,318 | 3.45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 51,796 | 5.75 | 2,604 | 6.51 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 68,760 | -11.21 | 3,457 | -10.56 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 140,069 | -7.25 | 7,041 | -6.56 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 23,653 | 1,189 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 23,276 | -5.39 | 1,170 | -4.65 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4,471 | -10.78 | 225 | -10.40 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 88,168 | 48.49 | 4,432 | 49.63 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 5,267 | 5.07 | 265 | 5.60 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 117 | 0.00 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1,345 | -7.37 | 68 | -4.29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,429 | 0.99 | 323 | 1.89 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 59,307 | 4.75 | 2,981 | 5.52 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 473 | 0.00 | 24 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,976,577 | 0.15 | 99,362 | 0.90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 176,527 | 86.86 | 8,874 | 88.23 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 93,364 | 49.37 | 4,693 | 50.46 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 38,359 | -3.87 | 1,928 | -3.16 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 56,981 | -0.29 | 2,864 | 0.46 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 101,983 | -2.74 | 5,127 | -2.03 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,000 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13,228 | -4.65 | 665 | -4.05 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 129,340 | 18.11 | 6,502 | 18.98 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 71,172 | 8.50 | 3,578 | 9.29 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 7,456 | -75.78 | 0 | -100.00 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 55,090 | 19.92 | 2,766 | 23.21 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 14,433 | 59.50 | 726 | 60.75 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 305,744 | 10.10 | 15,370 | 10.91 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 45 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 156,890 | 18.34 | 7,887 | 19.21 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 8,536 | -14.03 | 429 | -13.33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 39,939 | 2 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | GARTX - Goldman Sachs Absolute Return Tracker Fund Class A | 7,487,400 | 62.76 | 376,392 | 63.97 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 51,478 | -24.19 | 2,587 | -24.00 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 5,664 | 6.43 | 285 | 7.17 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 104,154 | -20.45 | 5,236 | -19.87 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 811,905 | 40,814 | ||||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 22,631 | -1.64 | 1,138 | -0.96 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,914 | -10.13 | 247 | -9.19 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 152,555 | 10.23 | 7,669 | 11.03 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 5,534 | 0.00 | 278 | 0.72 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,333 | -4.66 | 117 | -4.10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20,781 | -28.98 | 1,045 | -28.49 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 84,618 | -2.86 | 4,254 | -2.14 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 18,405 | -1.74 | 925 | -0.96 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 53,826 | 9.85 | 2,706 | 10.63 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5,382 | 11.04 | 271 | 12.50 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12,069 | 166.54 | 607 | 169.33 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 783 | 77.55 | 39 | 77.27 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 42,137 | -8.97 | 2,118 | -8.27 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 13,442 | -0.39 | 676 | 0.30 | ||||
| 2025-08-05 | 13F | Garrison Bradford & Associates Inc | 500 | 0.00 | 25 | 4.17 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 15,825 | -50.64 | 796 | -50.28 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16,163 | -19.05 | 812 | -18.47 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22,899 | 81.15 | 1,151 | 82.70 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 12,664 | 0.00 | 637 | 0.79 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 10,941 | 0.00 | 546 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7,826 | 10.52 | 393 | 11.33 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 16,065 | -73.05 | 808 | -72.86 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 56,177 | -0.56 | 2,824 | 0.18 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 42,697 | -7.41 | 2,146 | -6.74 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 16,298 | -10.70 | 819 | -10.00 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 100,816 | 5.36 | 5,068 | 6.16 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 5,100 | 0.00 | 256 | 0.79 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 6,097 | 0.00 | 306 | 0.66 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 130,387 | 0.00 | 6,555 | 0.74 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 13,516 | -29.19 | 679 | -28.68 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 59,821 | 46.56 | 3,007 | 47.91 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,063 | 355 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 27,160 | 13.64 | 1,365 | 14.51 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,115 | 257 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 136,026 | 1.04 | 6,838 | 1.80 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 150,193 | 8.63 | 7,477 | 8.36 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 358,303 | 13.37 | 18,012 | 14.20 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 323,910 | 8.42 | 16,283 | 9.22 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 23 | 1 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 5,111 | 257 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3,038 | -7.43 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 13,215 | 3.95 | 664 | 4.73 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1,055,700 | -40.00 | 53,070 | -39.56 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 429,236 | 2.84 | 21,569 | 3.61 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,413,921 | 0.81 | 121,348 | 1.55 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 54,038 | -2.64 | 2,716 | -1.91 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 60,399 | 9.22 | 3,036 | 10.04 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 5,025 | 0.00 | 253 | 1.61 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 179,811 | 0.67 | 9,039 | 1.41 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 85,948 | 4,321 | ||||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 574,887 | 3.23 | 28,687 | 6.38 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 33,468 | 1,682 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 635,198 | -1.93 | 31,931 | -1.20 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 12,733 | 1,352 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1,247 | 0.00 | 62 | 0.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 822,502 | 3.00 | 41,347 | 3.76 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 29,236 | -0.35 | 1,470 | 0.34 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 4,253 | 0.21 | 214 | 0.95 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 20,719 | 107.67 | 1,042 | 109.46 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 141,926 | 140.91 | 7,135 | 142.74 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 49,956 | -0.01 | 2,511 | 0.72 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 68,950 | 6.79 | 3,466 | 7.61 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 48,100 | 0.00 | 2,418 | 0.71 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 46,632 | 0.00 | 2,344 | 0.77 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10,132 | 0.00 | 509 | 0.79 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 46,848 | 3.08 | 2,355 | 3.88 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 14,974 | 2.54 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24,548 | 220.22 | 1,234 | 223.04 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5,170 | 260 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 131,888 | -1.61 | 6,630 | -0.88 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 87,714 | 2.42 | 4,409 | 3.18 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 2,041 | 0.00 | 103 | 0.99 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 10,673 | 10.34 | 537 | 11.20 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8,429 | 424 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5,054 | -27.49 | 254 | -27.30 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 547 | 21.02 | 28 | 22.73 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 88,073 | 16.99 | 4,427 | 17.86 | ||||
| 2025-04-14 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4,002 | 201 | ||||||
| 2025-08-14 | 13F | SWAN Capital LLC | 131,982 | -48.44 | 6,635 | -48.07 | ||||
| 2025-04-16 | 13F | Martel Wealth Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,932,999 | 10.40 | 197,712 | 11.22 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 109,599 | 142.33 | 5,510 | 144.19 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4,146 | -0.79 | 208 | 0.00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 27,239 | 17.73 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 4,014 | 202 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 250,836 | 10.09 | 13 | 9.09 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 45,722 | 2.11 | 2,298 | 2.86 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 64,838 | 0.57 | 3,259 | 1.31 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 93,644 | -5.84 | 4,707 | -5.14 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 70,166 | 147.27 | 3,527 | 149.26 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 30,216 | -0.14 | 1,519 | 0.60 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 53,089 | 24.78 | 2,656 | 26.25 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 696 | 0.29 | 35 | 3.03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25,836,915 | 39.18 | 1,298,822 | 40.21 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 317,932 | 3.03 | 15,982 | 3.80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8,400 | 422 | |||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 145,119 | 7,295 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 97,684 | -0.38 | 4,911 | 0.35 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 10,258 | -85.58 | 514 | -85.58 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5,211 | 0.00 | 262 | 0.38 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 420,776 | 2.44 | 21,152 | 3.88 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 3,011 | 151 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 1 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1,301 | 0.00 | 65 | 1.56 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 7,095 | -6.37 | 357 | -5.82 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 265 | 1,938.46 | 0 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 26,540 | 13.73 | 1,334 | 14.60 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 34,555 | -55.92 | 2 | -66.67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,896 | 6.45 | 296 | 7.25 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 38,335 | 2.15 | 1,927 | 6.05 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 44,853 | 0.72 | 2,255 | 1.44 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 54 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 600,944 | 6.97 | 30,209 | 7.76 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 45,265 | 5.58 | 2,275 | 6.36 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 851,922 | -1.07 | 42,826 | -0.34 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 2,838 | 143 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5,652 | -4.22 | 284 | -3.40 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4,413 | 0.11 | 222 | 0.91 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 85,037 | 26.94 | 4,275 | 27.89 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 226,793 | 7.18 | 11,401 | 7.96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 802,876 | 7.68 | 40,361 | 8.47 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 4,360 | 0.00 | 219 | 0.92 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 67,709 | -63.25 | 3,404 | -62.98 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 187,964 | 4.70 | 9 | 12.50 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 626,240 | -3.22 | 31,481 | -1.33 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 80,582 | 3.76 | 4,051 | 4.52 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 305,470 | 273.29 | 15,356 | 276.07 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 392,558 | -12.76 | 19,243 | -14.31 | ||||
| 2025-08-14 | 13F | Comerica Bank | 31,255 | 2.69 | 1,571 | 3.49 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 225,052 | -4.64 | 11,313 | -3.93 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6,137,765 | 2.30 | 308,545 | 3.06 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1,345 | -6.40 | 67 | -2.90 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 18,460 | 28.60 | 928 | 29.61 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 257,351 | 0.35 | 12,937 | 1.10 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 697,461 | 3,242.25 | 35,061 | 3,268.01 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,733,107 | -14.01 | 87 | -13.00 | ||||
| 2025-05-09 | 13F | Cedar Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4,891 | 246 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 44,448 | -1.30 | 2,234 | -0.58 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8,144 | 0.06 | 409 | 0.74 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 11,972 | -21.38 | 602 | -20.82 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 276,304 | 2.15 | 13,771 | 2.11 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5,623 | -0.07 | 283 | 0.71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 190,449 | 2.52 | 9,574 | 3.27 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16,451 | 18.64 | 827 | 19.54 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5,590 | -83.89 | 281 | -83.77 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 44,488 | 0.00 | 2,236 | 0.77 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 1,537,781 | 1.37 | 77,292 | 2.02 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 289 | -59.47 | 15 | -60.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 59,821 | 0.76 | 2,992 | 0.71 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 20 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 13,174 | 69.35 | 662 | 70.62 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 468,427 | 4.52 | 23,548 | 5.29 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 376,151 | 9.56 | 18,909 | 10.38 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 6,253 | -24.53 | 314 | -23.97 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 11,564 | 581 | ||||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 33,320 | 0.00 | 1,675 | 0.72 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 26,550 | 8.51 | 1,335 | 9.34 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 2 | -71.43 | 0 | |||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 11,102 | 0.00 | 1 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 435 | -9.19 | 22 | -8.70 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 24,662 | 1.72 | 1,240 | 2.48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299,674 | 30.87 | 15 | 36.36 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 15,387 | 773 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 586,133 | 10.79 | 29,465 | 11.61 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 7,797 | 47.70 | 392 | 48.67 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 46,851 | -0.13 | 2,355 | 0.64 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9,276 | 5.06 | 466 | 5.91 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1,722 | -12.54 | 87 | -12.24 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 70,192 | 11.56 | 3,529 | 12.39 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 619 | 0.00 | 31 | 3.33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6,941,794 | 13.35 | 348,964 | 14.19 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 18,801 | 29.64 | 945 | 30.71 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 10,124 | -20.44 | 509 | -19.87 | ||||
| 2025-07-09 | 13F | Emprise Bank | 322,208 | 3.52 | 16,197 | 4.29 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 118,095 | -8.16 | 6 | -16.67 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 69,644 | 2.14 | 3,501 | 2.91 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 36,218 | 18.31 | 1,821 | 19.19 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 35,407 | 42.17 | 1,778 | 43.27 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 62 | -4.62 | 3 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 3 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 79,677 | 17.43 | 4,005 | 18.32 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 184,918 | -0.48 | 9,296 | 0.26 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 190,439 | 73.53 | 9,573 | 74.82 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 22,999 | -0.19 | 1,156 | 0.61 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 309,311 | -1.62 | 15,549 | -0.89 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 5,453 | -16.00 | 274 | -15.17 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 20,598 | -49.25 | 1,026 | -49.18 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 151,599 | 3.49 | 7,621 | 4.26 | ||||
| 2025-05-05 | 13F | ETF Store, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 4,810,623 | 13.27 | 241,830 | 14.11 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 19,273 | 1 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,699 | 0.02 | 236 | 0.85 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 8,231 | -1.79 | 414 | -1.20 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 361,449 | 17 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1,000 | 0.00 | 50 | 2.04 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 48,949 | -30.20 | 2,461 | -29.69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 180,619 | -11.64 | 9,080 | -10.89 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 186 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 6,553 | 0.00 | 329 | 0.92 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 52,100 | 247.33 | 2,619 | 250.13 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 131,311 | -46.50 | 6,601 | -46.10 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 22,587 | 1,135 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 9 | 0 | ||||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 57,514 | 119.32 | 2,891 | 121.02 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 104,224 | 5,239 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-04 | 13F | Partners in Financial Planning | 6,929 | 0.74 | 328 | 0.31 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 15,690 | 6.12 | 787 | 6.78 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 11,496 | 10.53 | 578 | 11.18 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 87,791 | 2.38 | 4,381 | 5.52 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 58,479 | 2,940 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5,094 | 0.73 | 254 | 1.60 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 14,596 | -92.88 | 1 | -100.00 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 5,789 | 291 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 62,253 | 0.00 | 3,129 | 0.74 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 134 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 233,940 | 9.45 | 11,759 | 10.26 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 25,950 | 34.95 | 1,305 | 35.97 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 6,560 | -3.12 | 330 | -2.37 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3,400 | 0.00 | 171 | 0.59 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 28,031 | 1.89 | 1,409 | 2.70 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 295,644 | 5.17 | 14,862 | 5.95 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 189,305 | -39.72 | 9,516 | -39.28 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 13,624 | 685 | ||||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4,374 | 0.00 | 220 | 0.46 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 375 | 0.00 | 19 | 0.00 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 18,859 | 3.97 | 948 | 4.75 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 115,740 | 2.63 | 5,818 | 3.39 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 98 | -1.01 | 5 | 0.00 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 18,782 | 944 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,294 | 0.22 | 115 | 0.88 | ||||
| 2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 5,165 | 0.00 | 260 | 0.78 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 61,925 | -8.71 | 3,113 | -8.04 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,296 | -9.53 | 0 | |||||
| 2025-08-11 | 13F | AXS Investments LLC | 36,218 | 18.31 | 1,821 | 19.19 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 4,827 | -53.21 | 243 | -52.92 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9,158 | 11.10 | 460 | 11.92 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 95,426 | -5.50 | 4,797 | -4.80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40,958 | -11.21 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 953 | -8.45 | 48 | -7.84 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 75,889 | 4.34 | 3,815 | 5.10 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 5,317 | 0.09 | 267 | 0.75 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 3,687 | 185 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4,515 | 2.10 | 227 | 2.73 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 263,944 | 14.60 | 13,268 | 15.44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 223 | 0.45 | 11 | 0.00 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 78,820 | -3.28 | 3,926 | -3.44 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 127 | 0.00 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 25,767 | 2.43 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 4,801 | 13.34 | 241 | 14.22 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 482 | 0.00 | 24 | 0.00 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 965 | -10.73 | 49 | -9.43 | ||||
| 2025-04-15 | 13F | Shira Ridge Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17,395 | 0.19 | 874 | 0.92 | ||||
| 2025-08-13 | 13F | Botty Investors LLC | 34,614 | 0.00 | 1,740 | 0.75 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 52,971 | -3.11 | 2,663 | -2.42 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 20 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 114,552 | 2.17 | 5,759 | 2.93 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 513,725 | 32.14 | 25,825 | 33.12 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 18,583 | 5.76 | 927 | |||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 114,441 | -4.84 | 5,753 | -4.15 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 246 | 0.00 | 12 | 0.00 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 289 | 15 | ||||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 385,767 | 46.05 | 19,392 | 47.14 | ||||
| 2025-07-07 | 13F | Trust Co | 147,292 | 39.20 | 7,404 | 40.23 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 10,170 | 492 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,555 | 0.85 | 277 | 1.47 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 109,699 | -43.57 | 5,515 | -43.15 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 62,816 | 913.98 | 3,158 | 921.68 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 53,324 | -3.25 | 2,681 | -2.55 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3,125 | 0.00 | 157 | 1.29 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,639 | 1.12 | 535 | 1.91 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5,727 | 10.05 | 288 | 10.81 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,494 | -84.47 | 427 | -84.31 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 55,243 | -1.02 | 2,777 | -0.29 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 31,641 | -4.08 | 1,591 | -3.40 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 53,905 | 9.81 | 2,710 | 10.62 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14,294 | -27.87 | 719 | -27.33 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 19,155 | 343.81 | 963 | 347.44 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 105,907 | 6.42 | 5,324 | 7.19 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 4,619 | 0.00 | 232 | 0.87 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 4,075 | 205 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 552,226 | 27,760 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7,018 | 353 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 55,691 | 7.32 | 2,800 | 8.11 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | 0 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4,600 | 231 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 32,115 | 25.49 | 1,614 | 26.39 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 51,432 | 2,585 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 15,883 | -43.10 | 798 | -42.67 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 49,731 | -18.58 | 2,500 | -17.95 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 78,064 | 0.96 | 3,924 | 1.71 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 182,092 | -1.12 | 9,154 | -0.39 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 7,405 | -0.92 | 372 | 0.00 | ||||
| 2025-05-02 | 13F | Leelyn Smith, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 83,827 | -7.60 | 4,214 | -6.92 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 26,367 | -2.26 | 1,325 | -1.56 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 35,673 | 5.90 | 1,793 | 6.73 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 58,479 | -35.17 | 2,940 | -34.70 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 141 | 0.00 | 7 | 0.00 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 17,090 | 0.19 | 859 | 0.94 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 74,171 | 15.71 | 3,729 | 16.57 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 38,254 | -5.52 | 1,923 | -0.77 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 20,227 | -8.17 | 1,017 | -7.55 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2,320 | 0.74 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 671 | 34 | ||||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 129,955 | 284.23 | 6,533 | 287.20 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 187,461 | 15.14 | 9,424 | 15.99 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 15,736 | 8.91 | 791 | 13.16 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 300 | 0.00 | 15 | 7.14 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 800,144 | 2.08 | 40,223 | 2.84 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 54,147 | -16.37 | 2,722 | -15.76 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 4,698 | 5.31 | 236 | 6.31 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 55,379 | 2,784 | ||||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Archvest Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 18,412 | 926 | ||||||
| 2025-08-05 | 13F | Connable Office Inc | 345,339 | 177.91 | 17,360 | 180.00 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 49,260 | 12.07 | 2,476 | 12.90 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 300,542 | 27.48 | 15,108 | 28.43 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 7,563 | -8.45 | 380 | -7.77 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 10,348 | 0.08 | 520 | 0.97 | ||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5,584 | 281 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 22,710 | -6.03 | 1,142 | -5.31 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 5,100 | 0.00 | 256 | 0.79 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 13 | 0.00 | 1 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 333,252 | -1.51 | 16,753 | -0.78 | ||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 628,930 | 31,384 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 24 | 0.00 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 4,513 | 0.00 | 227 | 0.44 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7,002 | 5.66 | 352 | 6.36 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1,880,772 | 0.60 | 94,546 | 1.35 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1,259 | -10.46 | 63 | -10.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,574 | 69.76 | 632 | 71.27 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 81,710 | 4,108 | ||||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 1 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 1,473 | 36.77 | 0 | |||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 8,227 | 2.93 | 414 | 3.77 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 4,987 | -0.16 | 248 | 0.00 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 200,427 | 10,075 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13,078 | -1.38 | 657 | -0.61 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 71,138 | 0.23 | 3,576 | 0.99 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 39,643 | 0.00 | 1,993 | 0.71 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,353,323 | -2.29 | 269,112 | -1.56 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 6,184 | 0.00 | 311 | 0.65 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,092 | 256 | ||||||
| 2025-07-29 | 13F | Commons Capital, Llc | 17,930 | -10.08 | 901 | -9.45 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 331,306 | -11.69 | 17 | -11.11 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 678,478 | 6.06 | 34,107 | 6.85 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 92,836 | 4,667 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 177,912 | 1,410.03 | 8,944 | 1,468.95 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 11,157 | -3.44 | 561 | -2.78 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 495,257 | -0.46 | 24,897 | 0.28 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 9,216 | -1.58 | 463 | -0.86 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 844 | 42 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 8,790 | -1.35 | 442 | -0.68 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 59,125 | 17.62 | 2,972 | 18.50 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 253 | 25,200.00 | 13 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,912 | -1.09 | 146 | 0.00 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 15,816 | 17.18 | 795 | 18.13 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 4,653 | -0.41 | 234 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 322,786 | -5.05 | 16,227 | -4.34 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 19,813 | -5.67 | 996 | -5.06 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 8,956 | 12.55 | 450 | 13.35 | ||||
| 2025-08-14 | 13F | Adventist Health System/ West | 766,010 | -20.75 | 38,507 | -20.16 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 2,953 | 148 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 65,564 | 0.00 | 3,296 | 0.73 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 6,446 | -0.98 | 324 | 0.00 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 25 | 4.17 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 21,906 | 1.27 | 1,101 | 2.04 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 106,868 | -4.25 | 5,372 | -3.54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 99,886 | 7.09 | 5,021 | 7.89 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 585 | 96.31 | 29 | 107.14 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 103,839 | -0.84 | 5,220 | -0.11 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 4,823 | 242 | ||||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 7,743 | 0.00 | 389 | 0.78 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 44,555 | 1.46 | 2,240 | 2.19 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3,737 | 0.00 | 188 | 0.54 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 51,200 | 5.19 | 2,574 | 5.97 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 220,319 | 605.11 | 11,075 | 610.39 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 505 | 0.00 | 25 | 0.00 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 49,031 | -0.65 | 2,453 | -0.37 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,638 | -0.24 | 82 | 1.23 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,084,092 | 5.32 | 205,307 | 6.10 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 6,604 | -3.45 | 332 | -2.93 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 20,665 | -1.13 | 1,039 | -0.48 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 17,540 | 1.81 | 882 | 2.56 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 298,392 | 8.34 | 15,000 | 9.15 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 132,454 | 2.80 | 6,658 | 3.56 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 624,354 | 4,927.00 | 12 | -98.06 | ||||
| 2025-05-07 | 13F | Atlas Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 12 | 1 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3,115,238 | -2.87 | 156,603 | -2.15 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 70,283 | 6.23 | 3,533 | 7.03 | ||||
| 2025-07-29 | 13F | Creekside Partners | 8,119 | 0.10 | 408 | 0.99 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 5,878 | 9.05 | 293 | 12.69 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 931,707 | 2.55 | 46,837 | 3.31 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 433,633 | 3.91 | 21,799 | 4.68 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 104,496 | 5,253 | ||||||
| 2025-04-29 | 13F | Financial Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 160,646 | -0.14 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 4,809 | 242 | ||||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 5,119 | -2.29 | 257 | -1.53 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 112,027 | 14.91 | 6 | 25.00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 13,394 | 2.68 | 673 | 3.54 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 55,093 | 1.52 | 2,770 | 2.25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 69,512 | 22.54 | 3,494 | 23.46 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1,076,000 | 15.36 | 54,091 | 16.22 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 195 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 18,787 | -6.16 | 944 | -5.51 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 401,347 | 0.72 | 20,176 | 1.47 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 11,703 | -1.82 | 588 | -1.01 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,495 | 14.22 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 27,780 | 25.42 | 1,397 | 26.33 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 158,674 | 38.26 | 7,974 | 43.44 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 45,679 | -2.52 | 2,294 | 0.13 |
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