Mga Batayang Estadistika
| Pemilik Institusional | 1425 total, 1423 long only, 0 short only, 2 long/short - change of 5.63% MRQ |
| Alokasi Portofolio Rata-rata | 1.0107 % - change of 7.91% MRQ |
| Saham Institusional (Jangka Panjang) | 350,290,674 (ex 13D/G) - change of 1.45MM shares 0.42% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 24,299,583 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard STAR Funds - Vanguard Total International Stock ETF (US:VXUS) memiliki 1425 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 350,290,674 saham. Pemegang saham terbesar meliputi Vanguard Group Inc, Bank Of America Corp /de/, Rakuten Investment Management, Inc., Envestnet Asset Management Inc, Morgan Stanley, Wealthspire Advisors, LLC, Cetera Investment Advisers, HB Wealth Management, LLC, Cambridge Investment Research Advisors, Inc., and Jpmorgan Chase & Co .
Struktur kepemilikan institusional Vanguard STAR Funds - Vanguard Total International Stock ETF (NasdaqGM:VXUS) 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 71.78 / share. Previously, on September 6, 2024, the share price was 61.12 / share. This represents an increase of 17.43% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 836,166 | 1,100.11 | 57,771 | 1,224.39 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6,735 | 4.18 | 465 | 15.96 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 3,465 | 0.00 | 239 | 11.16 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 766 | 0.66 | 53 | 10.64 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 81,592 | -3.65 | 5,637 | 7.21 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 8,639 | -7.65 | 597 | 2.76 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 5,853 | 0.00 | 363 | 5.52 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 21,222 | 0.00 | 1,466 | 11.31 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 19,988 | 22.32 | 1,381 | 36.09 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 4,900 | -17.44 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 25,590 | -4.59 | 1,768 | 6.13 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 8,058 | -1.70 | 557 | 9.23 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2,544 | 0.00 | 176 | 11.46 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 23,780 | 4.79 | 1,643 | 16.54 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 79,137 | -1.95 | 5,468 | 9.10 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 4,021 | 0.73 | 278 | 12.15 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 15,669 | 0.26 | 1,083 | 11.55 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 58,542 | 1,371.27 | 4,045 | 1,537.25 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8,147 | -11.27 | 563 | -1.40 | ||||
| 2025-07-28 | 13F | Essex LLC | 25,427 | 26.87 | 1,757 | 41.16 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 5,230 | 0.00 | 361 | 11.42 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9,518 | 3.58 | 658 | 15.26 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 40,309 | 51.10 | 2,785 | 68.12 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 6,323 | 0.00 | 437 | 11.22 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 136,574 | -1.42 | 9,436 | 9.67 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6,301 | -32.59 | 435 | -25.00 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 45,068 | -1.27 | 3,114 | 9.84 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2,114 | -0.33 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 59,850 | 2.82 | 4,135 | 14.42 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 8,884 | 9.62 | 614 | 21.87 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 37,524 | 14.63 | 2,590 | 27.46 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 848,764 | 698.76 | 58,641 | 788.77 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 60,390 | -4.88 | 4,172 | 5.83 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 25,152 | 0.73 | 1,738 | 12.06 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6,650 | -1.39 | 459 | 9.81 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 79,457 | -3.69 | 5 | 0.00 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 8,050 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2,936 | 203 | ||||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 20,953 | 53.06 | 1,301 | 61.41 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 23,728 | 0.00 | 1,639 | 11.27 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 555 | 0.00 | 38 | 11.76 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 38,297 | 7.26 | 2,664 | 19.95 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 121,779 | 0.12 | 8,414 | 11.39 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3,248 | -5.66 | 224 | 5.16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 547,558 | -2.77 | 38 | 8.82 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 3,171 | -19.29 | 219 | -10.25 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 26,500 | 0.00 | 1,831 | 11.25 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 15,156 | 1,047 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 8,676 | 599 | ||||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 10,500 | 0.00 | 725 | 11.20 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 371,885 | -64.95 | 25,694 | -61.01 | ||||
| 2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 7,400 | 0.00 | 511 | 11.33 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 4,234 | -3.07 | 292 | 7.75 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 22,404 | -2.40 | 1,548 | 8.56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,021,245 | 25.68 | 277,844 | 39.84 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 45 | 0 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1,146,169 | -4.21 | 79,189 | 6.58 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 11,920 | 0.49 | 824 | 11.82 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 6,807 | 10.68 | 470 | 23.36 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6,102 | 0.00 | 422 | 11.38 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Research Global Investors | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 79,771 | -2.65 | 5,511 | 8.31 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 19,013 | 16.89 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 145,145 | 0.00 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10,117 | 47.84 | 699 | 64.86 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 765 | 0.00 | 53 | 10.64 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 168 | 0.60 | 12 | 10.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 675,414 | -0.72 | 46,664 | 10.45 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 386 | 0.00 | 27 | 13.04 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 6,008 | 0.00 | 415 | 11.26 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 7,102 | 0.03 | 491 | 11.36 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 72,317 | 8.07 | 4,996 | 20.24 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8,825 | 610 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6,458 | -0.12 | 446 | 11.22 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6,525 | -5.42 | 451 | 5.14 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Ardent Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 805,929 | -30.44 | 55,682 | -22.61 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 677 | 0.00 | 47 | 17.95 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1,503,064 | -10.68 | 103,847 | -0.62 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 37,146 | -0.76 | 2,566 | 10.41 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 4,082 | 0.00 | 282 | 11.46 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 8,726 | 0.83 | 603 | 12.10 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 41 | -21.15 | 3 | -33.33 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13,959 | 282.44 | 964 | 326.55 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 8,792 | 0.73 | 607 | 11.99 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12,069 | 34.89 | 834 | 50.09 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 110 | 8 | ||||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 3,108 | 215 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 24,754 | 0.72 | 1,710 | 12.06 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 118,347 | -25.43 | 7,349 | -21.42 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 39,576 | -0.09 | 2,734 | 11.18 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2 | 0 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 25,059 | 0.00 | 1,731 | 11.25 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 750 | 0.00 | 52 | 10.87 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 69,975 | 29.29 | 4,835 | 43.83 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 314,710 | 3.22 | 21,743 | 14.84 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 242,968 | 0.71 | 16,787 | 12.04 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 3,518 | -0.14 | 243 | 11.47 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 7,690 | 0.00 | 1 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 3,330 | 6.39 | 230 | 13.30 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 15,511 | -27.62 | 1,072 | -19.53 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 249,893 | -0.79 | 17,265 | 115,000.00 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3,757 | -97.08 | 260 | -88.15 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3,390 | 0.00 | 234 | 11.43 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 294,238 | 7.55 | 20,329 | 19.65 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 41,175 | -85.20 | 2,845 | -83.54 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,663 | 115.80 | 184 | 140.79 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24,538 | -35.60 | 1,695 | -28.36 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 35 | 0.00 | 2 | 0.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 450,685 | 1.59 | 31,138 | 13.03 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 6,418 | 36.12 | 443 | 51.71 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 491,534 | -6.93 | 33,960 | 3.55 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 5,583 | -7.54 | 386 | 2.94 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,725 | 0.00 | 119 | 11.21 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9,562 | 661 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 492 | 34 | ||||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 18,935 | 1,308 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 842,765 | 4.78 | 58,228 | 16.57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,230,603 | 27.23 | 85,022 | 41.56 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 41,125 | -50.43 | 2,920 | -44.96 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 743,366 | 5.82 | 51,335 | 17.68 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1,846 | 0.00 | 128 | 11.40 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 20,757 | 0.00 | 1,434 | 11.25 | ||||
| 2025-07-18 | 13F | United Bank | 20,495 | 0.00 | 1,416 | 11.32 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 9,257 | 5.79 | 634 | 10.86 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 108,182 | 1.77 | 7,474 | 13.23 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3,892 | -17.03 | 269 | -7.90 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 14,885 | -42.37 | 1,028 | -35.87 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4,758 | 0.51 | 329 | 11.95 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 286,051 | -0.10 | 19,763 | 11.15 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 728,335 | -0.16 | 50,321 | 11.08 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 19,579 | -23.20 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 642,031 | 11.68 | 44,358 | 24.25 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 105 | -82.73 | 7 | -81.08 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 5,768 | 3.80 | 399 | 15.36 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 29,294 | 2,024 | ||||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 10,280 | 7.27 | 710 | 19.33 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 10,200 | 705 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 12,039 | 2.67 | 832 | 14.15 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 671,100 | -4.74 | 42,856 | -0.14 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 4,878 | 0.00 | 337 | 11.59 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 6,234 | 0.00 | 431 | 5.91 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 67,546 | -5.75 | 4,667 | 4.85 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 171,012 | -2.06 | 11,737 | 12.97 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 157,788 | 6.68 | 10,902 | 18.68 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 45,134 | 10.11 | 3,118 | 22.51 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 9,414 | -33.71 | 650 | -26.22 | ||||
| 2025-08-12 | 13F | Main Management LLC | 163,347 | 0.47 | 11 | 10.00 | ||||
| 2025-04-23 | 13F | Archford Capital Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 49 | 0.00 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 18,195 | 94.08 | 1,257 | 115.98 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 985 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 35,153 | 7.73 | 2,429 | 19.84 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 550,237 | 5.60 | 38,016 | 17.49 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 19,022 | 5.72 | 1,314 | 17.64 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 594,712 | -2.20 | 36,932 | 3.06 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 25,457 | -22.09 | 1,766 | -9.94 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1,244,096 | 1.63 | 77,258 | 7.09 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 4,295 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2,178 | 0.69 | 150 | 11.94 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2,964 | -73.46 | 205 | -70.56 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26,448 | 295.75 | 1,827 | 340.24 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 3,706 | 0.00 | 256 | 11.30 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 25,983 | 4.32 | 1,795 | 16.11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 278 | 19 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15,156 | 1,047 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8,369 | 83.25 | 578 | 108.66 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 8,239 | 0.00 | 569 | 11.35 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1,076,225 | -1.27 | 74,668 | 12.26 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 827,388 | -24.59 | 57,164 | -16.11 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 13,866 | 7.69 | 958 | 19.90 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 21,486 | 364.56 | 1,485 | 417.07 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 4,215 | 0.00 | 291 | 11.49 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 594,068 | -3.85 | 41,044 | 6.98 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10,891 | -4.52 | 752 | 6.21 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 190 | 12.43 | ||||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 637,377 | 0.00 | 44,036 | 11.26 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3,407 | 235 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3,466 | 0.00 | 239 | 11.16 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 3,560 | 0.00 | 246 | 10.86 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 17,017 | -8.76 | 1,176 | 1.47 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 11,065 | 0.09 | 764 | 11.37 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 8,276 | 0.00 | 572 | 11.31 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5,083 | 0.41 | 351 | 11.78 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 120 | 0.84 | 8 | 14.29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 60,642 | 8.75 | 4,190 | 21.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 180,259 | 1.41 | 12,454 | 12.83 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4,018 | 278 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 15,654 | -0.41 | 1,082 | 10.76 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 658,588 | 102.38 | 43,227 | 113.90 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 52,399 | 7.55 | 3,620 | 19.67 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 6,618 | -3.49 | 457 | 7.53 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,613,868 | 2.65 | 180,592 | 14.20 | ||||
| 2025-08-12 | 13F | Comprehensive Financial Management LLC | 38,568 | 0.00 | 2,665 | 11.23 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 19,867 | 1.84 | 1,373 | 13.29 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 13,452 | 28.04 | 929 | 42.48 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2,900 | 200 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 9,247 | 98.18 | 639 | 120.76 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 504 | -6.49 | 35 | 3.03 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 5,937 | 0.59 | 410 | 12.02 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 44,294 | -1.03 | 3,060 | 10.11 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 7,696 | -6.66 | 532 | 3.71 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 209 | 16.76 | 14 | 27.27 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 75,208 | -0.10 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 38,730 | 10.65 | 2,676 | 23.10 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 25,136 | 1.04 | 1,737 | 12.44 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 85,372 | 0.11 | 5,898 | 11.39 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 138,890 | 0.06 | 9,596 | 11.31 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 18,893 | -33.66 | 1,305 | -26.19 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4,117 | -1.70 | 284 | 9.23 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 160,966 | 20.43 | 11,121 | 33.99 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 44,847 | -14.11 | 3,098 | -4.44 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3,626 | 0.58 | 251 | 12.11 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 19,783 | 138.38 | 1,367 | 165.24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,186 | -6.90 | 289 | 3.58 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 33,573 | 15.55 | 2,320 | 28.55 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 139,108 | -1.15 | 9,611 | 9.98 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 6,670 | 10.16 | 461 | 22.34 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14,769 | -0.53 | 1,020 | 10.75 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1,775 | 0.00 | 123 | 10.91 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 53,613 | 0.00 | 3,329 | 5.38 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 700 | 0.00 | 48 | 11.63 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5,738 | 58.68 | 396 | 85.92 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 25,479 | 7.37 | 1,760 | 19.48 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12,340 | 1.72 | 853 | 13.15 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 16,737 | 1,156 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 716,214 | -0.72 | 49,483 | 10.46 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 3,731 | 258 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 95,422 | 12.76 | 6,593 | 25.44 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8,249 | -4.10 | 570 | 6.55 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 244,295 | 19.75 | 16,878 | 33.23 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 15,690 | 10.74 | 1,084 | 23.32 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 373 | 26 | ||||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 25,150 | -9.04 | 1,738 | 1.16 | ||||
| 2025-03-31 | NP | AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 19,576 | 10.68 | 1,353 | 23.13 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21,383 | 3.44 | 1,477 | 15.12 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 32,696 | 4.88 | 2,259 | 16.69 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 19,631 | 0.23 | 1,356 | 17.50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12,544 | 357.31 | 867 | 409.41 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 33,676 | 0.00 | 2,327 | 10.50 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 556 | -15.50 | 38 | -5.00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5,102 | -81.47 | 352 | -79.40 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 17,466 | 676 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 174,475 | 4.72 | 12,054 | 16.51 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 10,695 | 12.00 | 739 | 24.66 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 44,337 | 0.01 | 3,063 | 11.26 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 400 | -87.58 | 28 | -86.43 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9,387 | 4.77 | 649 | 16.55 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 36,850 | 98.16 | 2,547 | 120.43 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 344 | -26.34 | 24 | -20.69 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 100 | 0.00 | 7 | 0.00 | ||||
| 2025-05-09 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 27,831 | 4.14 | 1,923 | 22.11 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16,545 | 0.09 | 1,143 | 11.40 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17,668 | 2.81 | 1,221 | 9.03 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7,997 | -5.20 | 553 | 5.54 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 36,725 | 0.00 | 2,537 | 11.27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 17,607 | 31.45 | 1,216 | 46.33 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 13 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 7 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 34,851 | 157.96 | 2,408 | 187.23 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 13,400,600 | 837,672 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 130,187 | 6.31 | 8,987 | 18.17 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 7,783 | 12.31 | 538 | 24.88 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 278,521 | 6.97 | 19,243 | 19.02 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 7,471 | 8.02 | 516 | 20.28 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 3,700 | 12.12 | 256 | 25.00 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 79,914 | 5,521 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 21,501 | 9.30 | 1,485 | 21.62 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35,756 | -43.85 | 2,470 | -37.53 | ||||
| 2025-07-16 | 13F | American National Bank | 24,791 | 106.18 | 1,713 | 129.49 | ||||
| 2025-08-13 | 13F | Thornburg Investment Management Inc | 5,805 | 401 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,922 | 0.63 | 133 | 11.86 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 71,200 | 0.89 | 4,919 | 12.25 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 5,338 | 0.02 | 370 | 25.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,847,994 | 3.49 | 127,678 | 15.14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 16,631,183 | -30.40 | 1,149,048 | -22.56 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 15,765 | 1.21 | 1,089 | 12.62 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 28,610 | 2.14 | 1,977 | 13.63 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 147,510 | 11.51 | 10,191 | 24.07 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 8,185 | 566 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4,943 | -0.12 | 342 | 11.07 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,801 | 0.28 | 124 | 18.10 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 6,989 | 0 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6,589 | 9.85 | 455 | 22.31 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10,756 | -0.39 | 743 | 10.90 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 5,690 | -11.26 | 393 | -1.26 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 6,222 | 44.70 | 430 | 60.67 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 4,604 | 0.31 | 0 | |||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 84,272 | 15.60 | 5,822 | 28.61 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 37,649 | -7.83 | 2,601 | 2.56 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,596,824 | -4.12 | 110,349 | 6.70 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 47,373 | 160.71 | 3,273 | 190.16 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 9,784 | 0.00 | 676 | 11.20 | ||||
| 2025-05-09 | 13F | Pinney & Scofield, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 11,087 | 5.63 | 766 | 23.95 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 72,413 | -1.04 | 5,003 | 10.10 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 4,594 | 0.07 | 317 | 11.23 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 12,621 | -14.88 | 872 | -5.33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4,079 | 0 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 46,876 | 0.88 | 3,239 | 12.24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,409,537 | -0.22 | 443 | 11.06 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 14,038 | 6.49 | 970 | 18.46 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 74,897 | 8.06 | 5,175 | 20.21 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 18,659 | 53.47 | 1,289 | 70.73 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 5,986 | 414 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 8,239 | 569 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 3,834 | 0.00 | 265 | 10.92 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,307 | 6.81 | 850 | 18.88 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 747,101 | -0.50 | 51,617 | 10.70 | ||||
| 2025-08-14 | 13F | Comerica Bank | 647,545 | 0.51 | 44,739 | 11.82 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2,238 | -72.82 | 155 | -69.86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,551,166 | 370.99 | 383,530 | 424.01 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 8,267 | 571 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 7,017 | 0.00 | 485 | 11.26 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 8,583 | 593 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4,694 | 4.45 | 324 | 16.13 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,782 | 24.43 | 330 | 38.66 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 34,033 | 7.73 | 2,351 | 19.89 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 14,311 | 0.01 | 989 | 11.26 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 25,454 | -7.01 | 1,759 | 3.47 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 5,883 | 0.00 | 406 | 11.23 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 401,071 | -0.44 | 27,710 | 10.77 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18,061 | -57.14 | 1,248 | -52.33 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6,658 | 460 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 5,003 | 0.08 | 346 | 11.29 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 31,689 | 8.28 | 2,252 | 18.84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14,236 | 984 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 63,670 | -3.66 | 4,399 | 7.16 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8,847 | -91.12 | 611 | -90.12 | ||||
| 2025-08-12 | 13F | Prudential Plc | 660,000 | 100.00 | 45,599 | 122.51 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 8,625 | 15.74 | 596 | 28.79 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 7,365 | 0.00 | 457 | 5.30 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 61,746 | 11.18 | 4,266 | 23.72 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 749 | -42.34 | 52 | -36.25 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 81,653,776 | 2.30 | 5,641,458 | 13.82 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 7,891 | 15.38 | 545 | 28.54 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1,931 | -13.56 | 133 | -3.62 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 12,499 | 0.09 | 864 | 11.35 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 3 | 0 | ||||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 4,866 | 0.00 | 336 | 11.26 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3,347 | 0.03 | 231 | 11.59 | ||||
| 2025-04-17 | 13F | Sfm, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5,975 | 81.06 | 413 | 101.96 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 7,247 | 1.27 | 501 | 12.61 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 469,701 | -3.21 | 32,452 | 7.69 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 3,957 | 0.00 | 273 | 11.43 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10,438,638 | 1.78 | 721,205 | 13.24 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 25,821 | -0.72 | 1,784 | 10.40 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 92,347 | -1.20 | 6,380 | 9.92 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 22,281 | 60.16 | 1,539 | 78.33 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 7,271 | 0.00 | 502 | 11.31 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,242,288 | 5.52 | 85,830 | 17.39 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 189 | 13 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7,206 | 498 | ||||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 374,926 | -10.15 | 26 | 0.00 | ||||
| 2025-07-31 | 13F | City State Bank | 427 | 0.00 | 30 | 11.54 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 26,905 | 2.14 | 1,671 | 5.16 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 5,866 | 405 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 79,868 | -0.50 | 5,518 | 10.71 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia Trust Co | 3,000 | 207 | ||||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 255,904 | -3.90 | 17,680 | 6.92 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1,562,593 | 6.27 | 107,960 | 18.23 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 110,240 | 0.00 | 7,616 | 11.26 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3,641 | 0.00 | 252 | 11.06 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 180,202 | -45.18 | 12,450 | -39.21 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2,947 | 204 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5,925 | 0.00 | 409 | 11.44 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 402,030 | 23 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 18,487 | -1.26 | 1,277 | 9.90 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 3,313 | 0.00 | 229 | 11.22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 358,193 | 9.09 | 24,748 | 19.04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 126,974 | -5.16 | 8,773 | 5.52 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,001 | -8.51 | 207 | -0.96 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 159,642 | 5.35 | 11,030 | 17.21 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,832 | -23.89 | 127 | -16.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 120,074 | 18.96 | 8,296 | 32.34 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 6,787 | 12.29 | 469 | 24.80 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10,060 | 19.49 | 695 | 33.14 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 68,186 | 5.71 | 4,711 | 17.60 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 15,394 | 0.33 | 1,064 | 11.66 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 3,266 | -52.86 | 226 | -47.67 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 16,356 | -1.39 | 1,130 | 9.82 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 67,525 | -3.34 | 4,665 | 7.54 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 6,725 | 0.00 | 465 | 11.27 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 88,460 | 18.04 | 6,112 | 122,120.00 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 7,018 | 0.72 | 485 | 12.04 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4,562 | -34.19 | 315 | -26.74 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 7,211 | 498 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 280,648 | 466.81 | 19 | 533.33 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 4,214 | -41.58 | 291 | -34.90 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 38,533 | 0.00 | 2,662 | 11.29 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 63,722 | -6.34 | 4,403 | 4.21 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 800 | 55 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 5,640 | 0.45 | 390 | 11.78 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 39,060 | -3.60 | 2,699 | 7.23 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 6,501 | 0.00 | 449 | 11.41 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 24,520 | 2.84 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5,772 | 18.16 | 399 | 31.35 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,975 | 10.96 | 551 | 23.54 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 24,638 | 34.61 | 1,702 | 49.82 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 37,150 | 18.75 | 2,567 | 32.13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 6,370 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 163 | 0.00 | 11 | 10.00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 4,838 | 0.00 | 334 | 11.33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 118,164 | -0.69 | 8 | 14.29 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 35,436 | -8.72 | 2,448 | 13.54 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,315 | 11.87 | 298 | 24.69 | ||||
| 2025-08-14 | 13F | Clayton Partners LLC | 37,562 | -9.70 | 2,595 | 0.46 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 10,644 | 735 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 14,159 | -2.12 | 978 | 8.91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 608 | -92.04 | 42 | -91.14 | ||||
| 2025-07-10 | 13F | Umb Bank N A/mo | 56 | 0.00 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 3,841 | -59.74 | 265 | -55.24 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 501,490 | 3.84 | 31,142 | 9.42 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 147,005 | 8.97 | 10,157 | 21.24 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 131,868 | 7.57 | 9,111 | 19.68 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 125,607 | 1.92 | 8,678 | 13.39 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23,055 | 0.65 | 1,593 | 11.95 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15,727 | 6.70 | 1,087 | 18.69 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3,088 | 213 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 45,793 | -1.10 | 3,164 | 10.02 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1,922,926 | -1.97 | 132,855 | 9.07 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 29,557 | 2,042 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 564,240 | -2.46 | 38,983 | 8.52 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 90,470 | 6.53 | 6,251 | 18.53 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 53,746 | 1.35 | 3,713 | 12.75 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6,652 | 5.09 | 460 | 16.79 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 127,603 | -9.61 | 8,816 | 0.57 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 1,198,578 | -6.74 | 83 | 3.80 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 171,970 | -11.45 | 10,982 | -7.18 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,669 | 50.79 | 11,838 | 3,658.10 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 5,329 | 0.00 | 368 | 11.52 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 3,668 | 0.00 | 253 | 11.45 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 14,174 | 0.78 | 979 | 12.14 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8,544 | 0.07 | 590 | 11.32 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 8,074 | 558 | ||||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 12,578 | 869 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 3,576 | 0.36 | 247 | 11.76 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4,729 | -2.07 | 327 | 9.03 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 154,950 | 3.28 | 10,705 | 14.90 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 7,104 | 0.00 | 491 | 11.11 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 758,678 | 18.90 | 47,114 | 25.29 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1,701 | 0.65 | 118 | 12.50 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4,599 | -74.20 | 318 | -71.36 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8,255 | -1.57 | 570 | 9.62 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 12,587 | 870 | ||||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 13,809 | 0.58 | 954 | 11.97 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 8,557 | -42.45 | 591 | -35.97 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 18,599 | 0.00 | 1,285 | 11.35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 54,096 | 17.10 | 3,737 | 30.30 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 46,044 | -28.74 | 3,181 | -20.71 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17,572 | -11.35 | 1,219 | -0.89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 332,566 | -87.13 | 22,977 | -85.69 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 9,718 | 0.00 | 671 | 11.28 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 360 | 25 | ||||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 59,616 | -0.32 | 4,119 | 10.88 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 3,247 | -58.17 | 224 | -53.53 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 165,410 | -98.82 | 11,428 | -98.69 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 29,835 | -6.39 | 2,061 | 4.14 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 11,032 | 0.02 | 762 | 11.40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 58,782 | 97.65 | 4,061 | 119.99 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 35,129 | 350.03 | 2,427 | 401.45 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 83,200 | -18.73 | 5,748 | -9.58 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 52,845 | 4 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,300 | 0.23 | 90 | 11.25 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 122,356 | -5.85 | 8,454 | 4.75 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 23,506 | 39.10 | 1,624 | 54.81 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 3,639 | 1.62 | 251 | 13.06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 6,700 | 463 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 43,120 | -0.44 | 2,979 | 10.78 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 285,515 | 2.56 | 19,726 | 14.10 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16,062 | 107.84 | 1,110 | 131.52 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 9,928 | -0.51 | 617 | 4.76 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 14,835 | -8.50 | 1,025 | 1.79 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 8,105 | 0.00 | 560 | 11.13 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 135,255 | -0.89 | 9,345 | 10.27 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 268,071 | 18,521 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 5,520 | 381 | ||||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 68,821 | 5.42 | 4,755 | 17.27 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7,255 | 0.00 | 501 | 11.33 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 27,929 | -1.05 | 1,930 | 10.35 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 107 | 0.00 | 7 | 16.67 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 593,236 | 0.21 | 40,987 | 11.50 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5,558 | 0.00 | 384 | 11.30 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 545 | 0.00 | 38 | 12.12 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5,320 | 368 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 107,322 | 8.01 | 7,415 | 20.16 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,616 | 38.19 | 595 | 53.75 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 183 | 0.55 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 65,272 | 5.16 | 4,510 | 17.00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4,800 | 1,332.84 | 332 | 1,555.00 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 11,621 | 803 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 19,537 | 1,350 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5,212 | 360 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 103,880 | 20.89 | 7,177 | 34.50 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 76,288 | 0.67 | 5,271 | 11.98 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3,212,031 | 1.25 | 221,919 | 12.64 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7,680 | 9.06 | 531 | 21.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5,126 | 149.68 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 47,374 | -1.97 | 3,273 | 9.06 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 612 | 42 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 300,630 | 0.10 | 20,771 | 11.36 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 9,114 | -45.68 | 630 | -39.58 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 3,552 | -2.84 | 245 | 7.93 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3,402 | 2.44 | 235 | 14.08 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 3,972 | -23.25 | 274 | -14.64 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 46,556 | -0.75 | 3,217 | 10.44 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 674 | 0.00 | 47 | 12.20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26,980 | 13.88 | 1,864 | 26.72 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 4,443 | -7.82 | 307 | 2.34 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 22,839 | 1.11 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 4,866 | 2.14 | 336 | 13.90 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 19,160 | 1.73 | 1,324 | 13.17 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13,216 | -28.19 | 911 | -20.87 | ||||
| 2025-04-22 | 13F | Dopkins Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Columbia Asset Management | 27,692 | -3.45 | 1,913 | 7.41 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 32,411 | 0.45 | 2,239 | 11.78 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,076 | -39.04 | 420 | -32.20 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 14,817 | 0.00 | 1,024 | 11.20 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 5,686 | -0.05 | 393 | 11.05 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12,437 | 2.91 | 859 | 14.53 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2,972 | 205 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 566 | 0.00 | 35 | 6.06 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 31,517 | 0.00 | 2,178 | 11.24 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,053 | 0.00 | 74 | 14.06 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 316,778 | 9,122.07 | 5 | -98.12 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 241,641 | -2.11 | 16,695 | 8.91 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 40,652 | -0.43 | 2,809 | 10.77 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 100,458 | 4.33 | 6,941 | 16.07 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 350,558 | 2.68 | 24,220 | 14.25 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8,255 | 24.92 | 570 | 39.02 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12,617 | -8.02 | 872 | 2.35 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 15,126 | 2.93 | 1,045 | 14.58 | ||||
| 2025-08-13 | 13F | Solidarilty Wealth, LLC | 7,191 | 0.00 | 497 | 11.21 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 15,215 | 12.93 | 1,051 | 25.72 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 7,802 | -15.50 | 539 | -5.93 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14,501 | 22.14 | 1,002 | 35.82 | ||||
| 2025-05-29 | 13F | Parkshore Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | RBF Capital, LLC | 40,000 | -68.00 | 2,764 | -64.40 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1,147 | -30.32 | 79 | -22.55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4,698 | -1.14 | 325 | 9.83 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 17,429 | 2.32 | 1,204 | 13.91 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 146,753 | 3.68 | 10,139 | 15.35 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 761,490 | 1.56 | 52,611 | 12.99 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 215,299 | 1.68 | 14,875 | 13.13 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 4,493 | -48.30 | 310 | -42.49 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 10,266 | -1.34 | 709 | 9.75 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 84,886 | -0.28 | 5,865 | 10.93 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 5,396 | 8.81 | 373 | 17.72 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6,030 | -28.06 | 417 | -20.00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 8,114 | -2.45 | 561 | 8.53 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3,245 | 0.40 | 224 | 12.00 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 14,317 | 0.00 | 989 | 11.25 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 523 | 0.77 | 36 | 12.50 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 37,771 | -2.25 | 2,610 | 8.75 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 10,763 | 0.04 | 744 | 11.23 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 27,125 | 0.04 | 1,874 | 11.35 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 61,527 | 2.83 | 4,249 | 13.88 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 35,499 | 1.25 | 2,453 | 12.63 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 24,918 | 24.47 | 1,722 | 38.46 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8,449 | 0.00 | 584 | 11.26 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 35,214 | 4.20 | 2,433 | 15.92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 414,805 | -9.03 | 28,659 | 1.21 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 4,985 | 41.38 | 344 | 57.80 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 17,097 | -4.62 | 1,181 | 6.11 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 19,915 | -0.38 | 1,376 | 10.80 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 161,840 | 42.79 | 11,182 | 58.87 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6,405 | 9.41 | 442 | 21.76 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 116,706 | 0.00 | 8,063 | 11.26 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 33,462 | -1.85 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 5,110 | -1.77 | 353 | 9.29 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 148,441 | 10,256 | ||||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 6,055 | 418 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 15,430 | -1.21 | 1,066 | 10.01 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ames National Corp | 74,768 | -1.04 | 5,166 | 10.10 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 162,947 | -2.13 | 11,258 | 8.89 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 1,252,430 | -5.92 | 86,530 | 4.67 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3,304 | 228 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 28 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 11,057 | 764 | ||||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 7,658 | -0.13 | 529 | 11.13 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 7,202 | 2.16 | 498 | 13.73 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 95,093 | -1.79 | 6,570 | 9.25 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 4,144,223 | 1.42 | 286,324 | 12.84 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 560,574 | 11.24 | 38,730 | 23.77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,863 | -35.49 | 129 | -28.49 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 8,212 | 58.78 | 567 | 76.64 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 293 | 0.69 | 20 | 11.11 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 3,397 | -35.01 | 235 | -27.78 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 297,053 | 6.48 | 20,523 | 18.47 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 59,456 | 55.74 | 4,108 | 73.29 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 115,062 | -56.06 | 7,950 | -51.11 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 283,396 | 14.05 | 19,580 | 29.83 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 14,454 | 2.34 | 999 | 13.80 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 75,434 | 52.74 | 5,212 | 69.96 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 28,145 | -32.02 | 1,945 | -24.35 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,645 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Helium Advisors LLC | 3,986 | 275 | ||||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 14,290 | 0.00 | 987 | 11.27 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 13,442 | -0.33 | 929 | 10.87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 78,707 | 69.78 | 5,438 | 88.92 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 3,851 | 0.00 | 266 | 11.30 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 91,104 | 6 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 2,908 | 201 | ||||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 25,428 | 6.13 | 1,757 | 18.09 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 192,292 | 1.36 | 13,285 | 12.77 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20,511 | 3.28 | 1,417 | 14.92 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 468,646 | 12.86 | 32,379 | 25.56 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 115,153 | 5.36 | 7,956 | 17.21 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 1,101,377 | 0.94 | 75,896 | 11.28 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 | -71.19 | 1 | -66.67 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 3,888 | -16.30 | 269 | -6.94 | ||||
| 2025-07-14 | 13F | Friday Financial | 25,187 | 0.00 | 1,740 | 10.69 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 17,688 | 13.96 | 1,222 | 26.90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 41,624 | -1.01 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 36,069 | 0.53 | 2,492 | 11.85 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 184,268 | -28.46 | 12,731 | -20.40 | ||||
| 2025-08-14 | 13F | Ariel Investments, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 81,527 | 115.66 | 5,633 | 139.97 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 41,372 | 0.72 | 2,859 | 12.12 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 15,538 | 1.86 | 1,073 | 13.31 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 3,602 | 0.00 | 249 | 11.21 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 1,479 | 102 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 74,681 | 5.67 | 5,160 | 17.57 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 16,087 | 3.82 | 1,111 | 15.49 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 15,261 | 76.35 | 1,054 | 96.28 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 69,956 | 4.27 | 4,833 | 16.01 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 11,778 | 18.81 | 814 | 32.20 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 4,100 | 0.71 | 283 | 12.30 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 73 | 0.00 | 5 | 0.00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 31,951 | -0.33 | 2,207 | 10.90 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 48,586 | 0.03 | 3,357 | 11.27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,749,681 | 6.88 | 120,898 | 18.91 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 3,285 | -6.62 | 227 | 3.67 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 8,934 | -32.10 | 617 | -24.48 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 12,909 | 12.68 | 892 | 25.32 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 3,739 | 0.73 | 258 | 12.17 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 3,693 | 255 | ||||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 15,818 | 0.00 | 982 | 0.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 109,850 | 1,185.25 | 7,590 | 1,331.89 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 360 | 21 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 19,539 | -6.21 | 1,350 | 4.33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20,246 | 58.17 | 1,399 | 76.07 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 3,545 | 0.00 | 245 | 10.91 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 69,961 | -5.77 | 4,834 | 4.84 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 360 | 24.57 | 25 | 41.18 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 32,360 | -0.57 | 2,236 | 10.59 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 19,102 | 100.00 | 1,320 | 122.43 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12,674 | 71.06 | 876 | 90.22 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 4,831 | 0.12 | 334 | 11.37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85,621 | 11.84 | 5,916 | 24.42 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 44,724 | 0.89 | 3,090 | 12.25 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 4,192 | 0.00 | 290 | 11.15 | ||||
| 2025-07-16 | 13F | Novem Group | 19,501 | -3.37 | 1,347 | 7.50 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 14,335 | 0.72 | 990 | 12.12 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 12,990 | 1.13 | 897 | 12.55 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 5,118 | 0.00 | 354 | 11.36 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1,376 | 411.52 | 94 | 487.50 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 8,017 | 554 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 36,674 | -2.10 | 2,534 | 8.90 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 2,430 | 168 | ||||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 3,305 | 0.00 | 228 | 8.57 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,981 | 15.78 | 344 | 28.84 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 5,373 | 371 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 20 | 1 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,603 | -29.37 | 249 | -20.51 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 52,467 | -1.19 | 3,625 | 9.92 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5,492 | -9.25 | 379 | 1.07 | ||||
| 2025-07-15 | 13F | Maseco Llp | 9,054 | 626 | ||||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1,710,919 | -4.82 | 118,207 | 5.90 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 9 | 0 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6,425 | -1.15 | 444 | 9.93 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5,064 | 4.33 | 350 | 15.95 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 65,878 | -2.26 | 4,552 | 14.58 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 7,240 | 0.00 | 500 | 11.36 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 29,660 | -4.71 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 7,737 | 535 | ||||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 2,887 | 428.75 | 199 | 503.03 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 137,209 | 5.71 | 9,480 | 17.61 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6,609 | -74.98 | 457 | -72.20 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 156,008 | 10.37 | 10,779 | 22.80 |
