Mga Batayang Estadistika
| Pemilik Institusional | 651 total, 651 long only, 0 short only, 0 long/short - change of 9.20% MRQ |
| Alokasi Portofolio Rata-rata | 0.5573 % - change of -0.59% MRQ |
| Saham Institusional (Jangka Panjang) | 59,802,046 (ex 13D/G) - change of 5.88MM shares 10.90% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,444,188 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF (US:VYMI) memiliki 651 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 59,802,046 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, Orgel Wealth Management, LLC, Captrust Financial Advisors, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Proficio Capital Partners LLC, Manufacturers Life Insurance Company, The, LPL Financial LLC, and Ameriprise Financial Inc .
Struktur kepemilikan institusional Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF (NasdaqGM:VYMI) 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 84.29 / share. Previously, on September 6, 2024, the share price was 70.65 / share. This represents an increase of 19.31% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1,094 | 0.00 | 88 | 8.75 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7,829 | 0.08 | 627 | 8.85 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 207,226 | 13.12 | 16,601 | 22.97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 736,504 | 12.19 | 59,000 | 21.95 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 887 | 23.19 | 71 | 33.96 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 129,985 | 10.58 | 10,413 | 20.21 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2,079 | -0.29 | 167 | 8.50 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 6,517 | 5.15 | 522 | 14.47 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5,410 | -3.77 | 433 | 4.59 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5,780 | 3.51 | 463 | 12.65 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9,673 | -7.05 | 775 | 1.04 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 4,544 | 364 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,635 | 125.83 | 131 | 145.28 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 169,725 | 3.65 | 13,597 | 12.68 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 131,262 | 0.76 | 10,515 | 9.53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6,400 | 146.15 | 513 | 168.06 | |||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,199 | 0.10 | 497 | 8.77 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11,982 | 262.21 | 960 | 294.65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 86,667 | 192.65 | 6,943 | 218.15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 668,490 | -2.80 | 54 | 6.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 163 | -30.64 | 13 | -23.53 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,000 | 0.00 | 320 | 8.84 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 1,663 | 4.53 | 133 | 13.68 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 2,781 | 223 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,602 | -37.56 | 208 | -32.25 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3,643 | 0.52 | 292 | 8.99 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 75,027 | 6.66 | 6,010 | 15.96 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 602 | 20.64 | 48 | 33.33 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 79,669 | -0.50 | 6,382 | 8.17 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 74,698 | 16.51 | 6 | 25.00 | ||||
| 2025-05-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3,594 | 288 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 172,777 | 9.64 | 13,841 | 19.21 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 11 | 0.00 | 1 | |||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 849,339 | 9.15 | 68,041 | 18.66 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1,831 | 0.00 | 147 | 8.96 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 5,178 | 24.14 | 416 | 35.50 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 61,984 | 6.70 | 4,966 | 16.00 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 15,252 | -0.20 | 1,222 | 8.44 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 48,270 | 39.75 | 3,867 | 51.91 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 68,065 | 0.26 | 5,453 | 9.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6,157 | 493 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,954 | 157 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 28,472 | 2.04 | 2,281 | 10.89 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 43,718 | 3,502 | ||||||
| 2025-07-31 | 13F | City State Bank | 670 | 0.00 | 54 | 8.16 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 70,889 | 1.60 | 5,679 | 10.45 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1,932 | 155 | ||||||
| 2025-08-08 | 13F | Croban | 120,943 | -0.60 | 9,689 | 8.05 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,966 | 0.00 | 157 | 9.03 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 407,600 | 20.60 | 32,653 | 31.11 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 95,739 | 10.87 | 7,698 | 20.98 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 6,070 | -7.62 | 486 | 0.41 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 4,144 | 2.98 | 332 | 11.82 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 700 | 0.00 | 56 | 9.80 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 9,214 | -3.59 | 738 | 4.83 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 393 | 0 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5,629 | -6.60 | 451 | 1.35 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 6,254 | -99.12 | 501 | -99.04 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 97,655 | 70.35 | 7,823 | 85.20 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 212,045 | -3.92 | 16,987 | 4.45 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6,247 | -4.86 | 500 | 3.52 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 30,522 | 275.66 | 2,447 | 309.20 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 7,568 | 11.28 | 604 | 20.08 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 951 | 0.00 | 76 | 8.57 | ||||
| 2025-08-14 | 13F | Wexford Capital Lp | 16,456 | 0.00 | 1,318 | 8.75 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6,162 | 1.10 | 494 | 9.80 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 10,108 | 0.57 | 810 | 9.32 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 178 | -3.78 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11,536 | 0.00 | 924 | 8.71 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 158,110 | -48.96 | 13 | -45.45 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 13,041 | -2.91 | 1,045 | 5.56 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 34,259 | 18.54 | 2,744 | 28.89 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 45,640 | -0.59 | 4 | 0.00 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 11,000 | 17.02 | 881 | 27.31 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 80,587 | 57.24 | 6,456 | 70.95 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 178,108 | -4.58 | 14,268 | 3.74 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 16,815 | -32.32 | 1,347 | -26.39 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 7,048 | 0.00 | 565 | 8.67 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 50,203 | 0.34 | 4,022 | 9.06 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 35,118 | -21.49 | 2,813 | -14.65 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 3,950 | 0.00 | 316 | 8.22 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 107,829 | 3.76 | 8,638 | 12.81 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 576 | 1.41 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 31,920 | 394.35 | 2,557 | 438.32 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14,047 | 0.05 | 1,125 | 8.80 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 204 | 1,469.23 | 16 | |||||
| 2025-07-22 | 13F | Legacy Trust | 3,500 | 280 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 220,024 | 36.47 | 17,626 | 48.37 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 350 | 0.00 | 28 | 12.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 4.00 | 2 | 100.00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 56,023 | 16.25 | 4,488 | 26.36 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 12,310 | 0.00 | 986 | 8.71 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 676 | -14.86 | 54 | -6.90 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 103 | 0.00 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 20,689 | -1.23 | 1,657 | 7.39 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 49,942 | -0.19 | 4,001 | 8.49 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,671 | 39.34 | 454 | 51.84 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,597 | -14.60 | 368 | -7.07 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 129,920 | 1.39 | 10,511 | 15.69 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 163 | 1.24 | 13 | 18.18 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 795 | 0.00 | 64 | 8.62 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 80 | 0.00 | 6 | 20.00 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4,382 | 351 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 45,765 | 16.60 | 3,666 | 26.76 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15,207 | -1.07 | 1,218 | 7.60 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 486 | 39 | ||||||
| 2025-07-30 | 13F | OMC Financial Services LTD | 21,180 | -0.24 | 1,697 | 8.44 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Focused Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3,897 | 20.43 | 312 | 31.09 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5,559 | 445 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13,643 | 23.28 | 1,093 | 33.99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 176,310 | 31.65 | 14 | 55.56 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3,994 | 320 | ||||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 16,370 | 0.00 | 1,206 | 8.55 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 11,738 | 940 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 31,021 | 13.75 | 2,485 | 23.69 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 32,855 | 4.03 | 2,632 | 13.11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,475 | -4.77 | 0 | |||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 6,756 | 9.46 | 541 | 19.16 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Greenwich Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 272,521 | 8.96 | 22 | 16.67 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 623 | 0.00 | 50 | 8.89 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 11,025 | 0.00 | 883 | 8.74 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 6,727 | -7.38 | 539 | 0.56 | ||||
| 2025-05-12 | 13F | Capital Group Private Client Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 5,401 | 433 | ||||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 210 | -0.94 | 17 | 6.67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10,456 | -5.56 | 1 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9,996 | 12.52 | 801 | 22.32 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4,093 | 4.44 | 328 | 13.54 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 2,288 | -0.78 | 183 | 8.28 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,193 | 96 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 8,426 | 7.09 | 675 | 30.31 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 151 | 0.00 | 12 | 9.09 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18,798 | -14.12 | 1,506 | -8.45 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 149,636 | -1.60 | 11,987 | 6.98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,140 | 91 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 83 | 0.00 | 7 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3,421 | 6.81 | 274 | 16.10 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 120,943 | 9,689 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 35,528 | 15.44 | 2,846 | 25.54 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19,773 | 39.47 | 1,584 | 51.72 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2,577 | 206 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 10,374 | 831 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 4,756 | 0.00 | 381 | 8.86 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3,377 | 1.20 | 271 | 10.20 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 110 | -12.00 | 9 | -11.11 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 701 | 70,000.00 | 56 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,770 | 25.71 | 462 | 36.69 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3,370 | 1.23 | 270 | 9.80 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9,171 | 0.00 | 735 | 8.74 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 6,502 | 70.43 | 521 | 85.05 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2,000 | -0.50 | 160 | 8.11 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 462 | 1.54 | 37 | 9.09 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 30,492 | 0.00 | 2,443 | 8.73 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 4,238 | 0.00 | 340 | 8.65 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3,221 | 258 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 31,749 | 1.63 | 2,543 | 10.61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5,533 | 0.76 | 443 | 9.65 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 6,510 | 442 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,348 | 1.66 | 108 | 10.31 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 245 | -46.39 | 20 | -42.42 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 5,470 | 18.02 | 438 | 28.45 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 129,708 | -9.65 | 10,391 | -1.79 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2,899 | -0.34 | 232 | 8.41 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 147,985 | -8.98 | 11,855 | -1.07 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 13,366 | 1,071 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14,598 | -0.94 | 1,169 | 7.74 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2,709 | -80.77 | 217 | -79.07 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4,496 | 0.58 | 360 | 9.42 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1,450 | 116 | ||||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 2,865 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,777 | 383 | ||||||
| 2025-08-14 | 13F | Marathon Capital Management | 102,167 | 2,833.30 | 8,185 | 3,096.88 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 46,866 | 18.60 | 3,754 | 28.96 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 17,830 | 14.52 | 1,428 | 24.50 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 157,709 | 5.45 | 12,634 | 14.65 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 135,239 | -2.13 | 10,834 | 6.39 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 10,518 | -0.93 | 843 | 7.67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 311,513 | -51.10 | 24,955 | -46.84 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 14,515 | -0.68 | 1,163 | 7.99 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 62,874 | 0.14 | 5,037 | 8.86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8,356 | 4.52 | 669 | 13.58 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 230 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,821 | -9.90 | 146 | -2.03 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,389 | -0.02 | 672 | 8.74 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 21,635 | -4.49 | 1,733 | 3.83 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 30,139 | 4.69 | 2,414 | 13.81 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 653 | 0.62 | 52 | 10.64 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6,283 | 31.75 | 503 | 43.30 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 8,170 | -1.99 | 655 | 6.51 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 738 | 0.00 | 59 | 9.26 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 575 | 0.00 | 46 | 9.52 | ||||
| 2025-08-12 | 13F | Camden National Bank | 11,215 | -1.15 | 898 | 7.42 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,001 | 0.00 | 69 | 0.00 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3,515 | 10.64 | 282 | 20.09 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 6,989 | 0.00 | 560 | 8.54 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 4,561 | -0.65 | 365 | 7.99 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 90,654 | 0.26 | 7,262 | 9.01 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 113,353 | -0.02 | 9,081 | 8.69 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 33,240 | 5.29 | 2,663 | 9.82 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 233 | 18.27 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 49,478 | 5.93 | 3,964 | 15.17 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 69,726 | 10.47 | 6 | 25.00 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 16,116 | 6.23 | 1,291 | 15.58 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 4,134 | -2.08 | 331 | 6.43 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 152 | 0.00 | 12 | 9.09 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3,299 | 11.98 | 264 | 21.66 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,629,960 | 20.37 | 130,575 | 30.74 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,761 | -7.27 | 301 | 1.01 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3,149 | -29.41 | 252 | -23.17 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 210 | 0.00 | 17 | 6.67 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3,370 | 59.19 | 270 | 73.55 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 17,784 | -0.12 | 1,425 | 8.54 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 74,002 | 12.03 | 5,928 | 21.80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 182 | 0.00 | 15 | 7.69 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,427 | 6.57 | 114 | 16.33 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5,320,788 | 11.90 | 426,248 | 21.65 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 48,474 | 3,835 | ||||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 28,281 | -6.16 | 2,266 | 2.03 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 117,217 | 5.26 | 9,483 | 15.55 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 3,965 | 23.91 | 318 | 34.89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 33,713 | 12.98 | 2,701 | 22.84 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 19,693 | 18.76 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 16 | 0.00 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,883 | 8.28 | 1,353 | 17.77 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 787 | 0.00 | 63 | 10.53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 150,724 | 2.38 | 12,074 | 11.30 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 5,265 | 59.11 | 422 | 73.25 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 893 | 0.00 | 72 | 9.23 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 12,019 | 963 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 31,649 | 0.00 | 2,535 | 8.70 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10,648 | -2.47 | 853 | 6.09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 2,252 | 0.00 | 180 | 9.09 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 3,000 | 0.00 | 240 | 8.60 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2,545 | 204 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 8 | 1 | ||||||
| 2025-07-23 | 13F | BankPlus Trust Department | 1,051 | 0.00 | 84 | 9.09 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 49,937 | 149.36 | 4,000 | 171.19 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 2,566 | 206 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 31,361 | 22.21 | 2,512 | 32.91 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 414 | -3.50 | 33 | 6.45 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 225,478 | 21.48 | 18,063 | 32.07 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 120,133 | 2.44 | 9,624 | 11.36 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 5,808 | 465 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 3,043 | -0.85 | 244 | 7.52 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 7,480 | 599 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7,032 | -10.57 | 579 | -0.17 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 24,668 | -0.20 | 1,976 | 8.51 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 10,538 | -2.54 | 844 | 6.03 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 341 | 0.00 | 27 | 8.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25,978 | 10.31 | 2,081 | 19.94 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 371,801 | -11.16 | 29,785 | -3.42 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6,274 | 506 | ||||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 106,904 | -22.60 | 8,564 | -15.86 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 22,885 | 4.45 | 1,833 | 13.57 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 8,400 | 0.00 | 673 | 8.74 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 7,148 | 0.00 | 573 | 8.75 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 13,696 | 6.38 | 1,097 | 15.72 | ||||
| 2025-08-14 | 13F | Fmr Llc | 28,369 | 43.32 | 2,273 | 55.83 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,621 | 0.00 | 210 | 8.29 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 38,234 | -10.64 | 3,063 | -2.86 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,368 | 10.48 | 1,071 | 20.09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 101,668 | 20.95 | 8,145 | 42.75 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1,509 | 0 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1,706 | 0.12 | 137 | 8.80 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 481 | 37.04 | 39 | 52.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 478,945 | 6.90 | 38,368 | 16.22 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 4,330 | 0.00 | 347 | 8.46 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 3,345 | 4.34 | 268 | 13.14 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 461 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Unison Advisors LLC | 153,315 | -0.35 | 12,282 | 8.34 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 38,296 | 4.72 | 2,822 | 13.70 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 4,473 | 5.45 | 358 | 14.74 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 17,931 | 24.87 | 1,436 | 35.73 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 971 | -37.88 | 78 | -33.04 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 13,562 | -3.17 | 1,086 | 5.23 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 44,219 | 2.20 | 3,542 | 11.10 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 41 | -4.65 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 3,525 | 0.00 | 282 | 8.88 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 195,629 | 7.79 | 15,672 | 17.18 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 123 | 0.82 | 10 | 12.50 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 48,343 | 3,873 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12,008 | 82.69 | 962 | 98.55 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 11,236 | 88.30 | 900 | 105.01 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 2,521 | -7.96 | 202 | 0.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 11,265 | 121.27 | 900 | 152.10 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2,800 | 224 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,736 | 0.96 | 540 | 9.78 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4,669 | 374 | ||||||
| 2025-04-10 | 13F | Bremer Bank National Association | 48,343 | 1,324.79 | 3,562 | 1,448.70 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 116,625 | 197.01 | 9,343 | 222.92 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 241,858 | -2.03 | 19,375 | 6.51 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 251,790 | -8.53 | 20,171 | -0.56 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 926 | 749.54 | 74 | 825.00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 5,497 | 0.00 | 440 | 8.64 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6,721 | 0.00 | 538 | 8.69 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1,771,003 | 35,320.06 | 2,232 | 506.52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,211,347 | 30.16 | 96,709 | 40.44 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 144,311 | 2.69 | 11,561 | 11.64 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 7,138 | 572 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 160 | 0.00 | 13 | 9.09 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 135,692 | -1.88 | 10,870 | 6.66 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 25,332 | -0.13 | 1,867 | 8.43 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,154 | 0.44 | 493 | 9.09 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 806 | 0.00 | 65 | 8.47 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 127,526 | 3.41 | 10,216 | 12.42 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2,516 | 202 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 6,038 | 13.69 | 484 | 23.53 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 22,594 | 865.56 | 1,810 | 952.33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 13 | 1 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 2,914 | 0.00 | 233 | 8.88 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 25,227 | 2,021 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 36,170 | -0.03 | 2,887 | 7.84 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 6,000 | 0.00 | 481 | 8.60 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12,108 | 26.19 | 970 | 37.20 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 72,509 | 7.80 | 6 | 25.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 527 | 42 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 41,892 | 8.13 | 3,356 | 17.55 | ||||
| 2025-08-08 | 13F | Creative Planning | 674,293 | 0.50 | 54,018 | 9.25 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3,154 | -20.59 | 253 | -13.70 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 26,540 | -12.15 | 2,126 | -4.49 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,318 | 2.08 | 1,307 | 10.95 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 56,444 | 2.25 | 4,522 | 11.16 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 742 | 59 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 26,345 | 2,110 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 130,179 | 2 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 14,140 | 26.07 | 1,133 | 37.05 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 20,222 | 8.36 | 1,620 | 17.75 | ||||
| 2025-07-17 | 13F | SWS Partners | 4,041 | 0.15 | 324 | 8.75 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 6,075 | 285.71 | 487 | 358.49 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5,814 | -19.53 | 428 | -12.65 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 96,696 | 3.34 | 7,746 | 12.36 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 2,632 | 0.00 | 211 | 8.81 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 63,007 | 4.53 | 5,047 | 13.65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 294,867 | -6.57 | 23,754 | 1.65 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 44,362 | 5.13 | 3,554 | 14.28 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,324 | -6.50 | 266 | 1.92 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 44,483 | 14.04 | 3,564 | 23.97 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 139,631 | -8.18 | 11,186 | -0.19 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 10,427 | 0.00 | 768 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 103,719 | 195.36 | 8,309 | 221.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 121,329 | 6.66 | 9,720 | 15.95 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 48 | 2.13 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16,612 | 416.38 | 1,331 | 510.09 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 25,897 | 3.41 | 2,075 | 12.41 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 66,021 | -1.67 | 5,289 | 6.91 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 117,089 | -2.27 | 9,380 | 6.25 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 4,544 | 0.71 | 364 | 9.64 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 304,237 | -2.19 | 24,372 | 6.33 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7,147 | 8.26 | 573 | 17.70 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 11,873 | 1.43 | 951 | 10.32 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 50,468 | 43.01 | 4,043 | 55.50 | ||||
| 2025-08-14 | 13F | Forest Hill Capital, LLC | 19,200 | 0.00 | 1,538 | 8.77 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 55,885 | 12.33 | 4,477 | 22.09 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 18,687 | 7.46 | 1,497 | 16.78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 327 | 27.34 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,648,569 | 11.93 | 132,067 | 21.68 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,364 | 0.09 | 0 | |||||
| 2025-07-15 | 13F | Sara-Bay Financial | 14,662 | 22.87 | 1,175 | 32.96 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7,981 | 0.49 | 639 | 8.86 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 103,188 | 12.08 | 8,266 | 21.85 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 2,525,860 | -2.06 | 202,347 | 6.47 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 300 | 1.35 | 24 | 14.29 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7,818 | 2.98 | 626 | 11.99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,254,693 | 10.67 | 100,512 | 20.31 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 24,045 | 0.41 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 2,639 | -14.82 | 211 | -7.46 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 6,047 | 0.00 | 484 | 8.76 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 3,282 | -3.84 | 263 | 4.38 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,301 | -4.26 | 264 | 3.94 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 87,543 | -1.25 | 7,013 | 7.36 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 154,330 | 5.09 | 12,363 | 14.25 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 7,706 | -0.12 | 617 | 8.63 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7,555 | 4.47 | 605 | 13.72 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12,772 | 1.39 | 1,023 | 10.24 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 21,028 | 5.05 | 1,685 | 14.17 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3,993 | -3.29 | 320 | 4.93 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 18,188 | -1.07 | 1,457 | 7.61 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2,826 | 1.40 | 226 | 10.24 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3,467 | 0.32 | 278 | 9.06 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 21,233 | 0.31 | 1,701 | 9.04 | ||||
| 2025-05-29 | NP | IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y | 14,411 | -16.56 | 1,062 | -9.47 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 7,503 | -1.16 | 601 | 7.51 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,350 | 27.12 | 108 | 38.46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11,867 | -16.35 | 951 | -9.09 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 5,849 | 469 | ||||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 249,878 | 6.96 | 20,018 | 16.28 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Phraction Management LLC | 4,640 | -30.80 | 372 | -24.90 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 25,425 | 149.17 | 2,037 | 171.11 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 53,792 | -11.24 | 4,309 | -3.49 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 4,009 | 0.00 | 321 | 8.81 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5,864 | 9.63 | 470 | 19.04 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 3,023 | 1.37 | 242 | 10.50 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 400 | 60.00 | 32 | 77.78 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3,816 | 306 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3,514 | 0.00 | 282 | 8.91 | ||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 27,939 | -21.38 | 2,238 | -14.51 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14,342 | 35.25 | 1,149 | 46.99 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 5,898 | -6.08 | 473 | 2.16 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 101,186 | 4.91 | 8,146 | 28.27 | ||||
| 2025-07-29 | 13F | Creekside Partners | 13,139 | 9.17 | 1,053 | 18.74 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 11,756 | 0.03 | 942 | 8.66 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 24,741 | -0.80 | 1,983 | 7.95 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2,549 | 204 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 12,707 | -8.69 | 1,018 | -0.78 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 6,274 | 22.30 | 503 | 32.80 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 84,181 | -0.57 | 6,744 | 8.10 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34,568 | 29.60 | 2,792 | 41.46 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3,548 | -3.17 | 284 | 5.19 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 19,115 | 1.87 | 1,531 | 10.78 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 11,869 | 951 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8,510 | 19.07 | 682 | 29.47 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 279,490 | -22.90 | 22,390 | -16.19 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 5,836 | -7.96 | 468 | 0.00 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 380,556 | 0.88 | 30,486 | 19.06 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,080 | -18.94 | 407 | -11.93 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 426 | -18.23 | 34 | -10.53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 43,756 | 11.57 | 3,505 | 21.32 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2,210 | 175 | ||||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,665 | 18.73 | 1,175 | 28.59 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,319 | -4.07 | 106 | 3.96 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 41,042 | 7.56 | 3,288 | 16.93 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 2,886 | 231 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,302 | -10.49 | 585 | -2.83 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3,380 | 3.36 | 271 | 12.50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 108,580 | 3.73 | 8,698 | 12.77 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 8,530 | 7.77 | 682 | 16.98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52,348 | 3.52 | 4,194 | 12.53 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 241 | 19 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 121 | 0.00 | 10 | 12.50 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2,660 | 213 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18,424 | -10.21 | 1,491 | -1.46 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20,618 | -1.64 | 1,652 | 6.93 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2,904 | 1.75 | 233 | 10.48 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 51,877 | 4,162 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 119,037 | 30.12 | 9,646 | 41.96 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 281,261 | 17.39 | 22,532 | 27.62 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 19,400 | 0.00 | 1,554 | 8.75 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 173,234 | -0.50 | 13,877 | 8.17 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4,251 | 341 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 327 | -4.66 | 26 | 4.00 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 4,807 | 0.00 | 385 | 8.76 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 20,792 | 0.00 | 1,666 | 8.68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 140,915 | 8.23 | 11,289 | 17.66 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 2,500 | 200 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,928 | 27.37 | 315 | 38.33 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 4,581 | 1.37 | 367 | 10.21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17,074 | 2.96 | 1,368 | 11.87 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4,059 | 325 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15,921 | 11.52 | 1,275 | 21.20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 411,662 | 5.14 | 32,978 | 14.30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 17,198 | 32.20 | 1,378 | 43.74 | ||||
| 2025-08-08 | 13F | Allianz Se | 94 | 0.00 | 8 | 16.67 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 66,103 | 5.29 | 5,296 | 14.46 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3,481 | 418.01 | 279 | 467.35 | ||||
| 2025-05-15 | 13F | OmniStar Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,921,748 | 8.47 | 153,951 | 17.92 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 20,552 | 1.89 | 1,646 | 10.77 | ||||
| 2025-04-17 | 13F | Stewardship Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Alps Advisors Inc | 18,860 | 1,511 | ||||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 3,200 | 0.00 | 256 | 8.94 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 104,851 | -2.64 | 8,400 | 5.85 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sapient Capital Llc | 27,250 | -0.46 | 2,183 | 8.18 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 410 | 1.23 | 33 | 10.34 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 24,478 | 0.00 | 1,961 | 8.71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,905,093 | 9.11 | 152,612 | 18.62 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 6,628 | -3.48 | 531 | 4.74 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 14,820 | 0.00 | 1,187 | 8.70 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 207,580 | 0.02 | 16,629 | 8.74 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,820 | 146 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1,223,744 | 3.41 | 98,034 | 11.42 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 7,152 | 1.22 | 573 | 10.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 457,003 | 10.87 | 37 | 20.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 30,493 | 1.62 | 2,443 | 10.45 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4,771 | -3.91 | 382 | 4.66 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 48,215 | 3.76 | 3,849 | 11.95 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,277,509 | 22.62 | 182,451 | 33.31 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 400 | -60.00 | 32 | -56.16 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 4,864 | 11.46 | 390 | 21.18 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 7,206 | 577 | ||||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 220 | 0.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 350 | 28 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 37,591 | 1.78 | 3,011 | 10.66 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 675 | 0.00 | 50 | 8.89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2,746 | 220 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | 0 | ||||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 37,160 | 85.80 | 2,977 | 102.04 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 165,985 | 4.12 | 13,378 | 13.88 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40,016 | 0.33 | 2,949 | 8.90 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 68,988 | 5,527 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 120,120 | 10.80 | 9,623 | 20.46 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 15 | 0.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 243,960 | 123.22 | 19,544 | 142.68 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 11,657 | 0.00 | 934 | 8.61 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18,429 | 18.60 | 1,476 | 28.91 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 66,977 | 1.90 | 5,366 | 10.78 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 4,159 | 333 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 81,206 | 3.81 | 6,505 | 12.86 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2,705 | 0 | ||||||
| 2025-07-14 | 13F | Friday Financial | 5,981 | 1.01 | 479 | 9.36 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,352 | 6.91 | 429 | 16.30 | ||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 158,525 | -3.72 | 13 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33,168 | 43.23 | 2,653 | 55.45 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 9,777 | -0.51 | 783 | 8.15 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4,742 | 17.14 | 380 | 27.18 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 6,397 | 513 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 25,920 | 0.00 | 1,910 | 8.58 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11,213 | 11.84 | 898 | 21.68 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 14,496 | 1,161 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 9,547 | 24.16 | 765 | 34.98 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 42,960 | 9.76 | 3,442 | 19.31 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 8,813 | 706 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 905 | -34.47 | 72 | -28.71 | ||||
| 2025-07-31 | 13F | CNB Bank | 985 | 79 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 4,081 | 1.34 | 327 | 10.14 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 9,242 | 4,280.09 | 743 | 4,846.67 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 52,175 | -33.86 | 4,183 | -28.05 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6,223 | 13.70 | 499 | 23.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 686,061 | 12.64 | 54,960 | 22.46 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 17,535 | 63.65 | 1,405 | 77.95 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4,828 | -15.27 | 391 | -6.68 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 6,550 | 1.22 | 525 | 10.08 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 154,096 | -0.76 | 12,345 | 7.88 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 11,131 | 1.38 | 892 | 10.14 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,945 | -3.70 | 236 | 4.44 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 48,562 | -2.70 | 3,890 | 5.79 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 47,072 | 8.13 | 3,771 | 17.55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,532,014 | 14.50 | 363,060 | 24.48 | ||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 694 | 0.00 | 56 | 7.84 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 253 | 1,481.25 | 20 | 1,900.00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 8,025 | 0.00 | 643 | 8.63 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 503 | -3.82 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 368,264 | -4.22 | 29,502 | 4.12 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 97,891 | 7.16 | 7,842 | 16.51 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 2,500 | 200 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 198 | -92.27 | 16 | -92.02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 291,441 | 23.32 | 23,212 | 33.25 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 31,057 | -0.93 | 2,289 | 7.57 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 49 | 4 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6,458 | 85.04 | 517 | 101.17 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 7,213 | 34.52 | 578 | 46.08 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 5,299 | 1.07 | 424 | 9.84 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 243,792 | 0.71 | 19,530 | 9.49 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 12,664 | 0.36 | 1,014 | 14.45 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3,124 | 1.33 | 250 | 10.13 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 8,101 | -0.98 | 649 | 7.64 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 15,759 | 55.64 | 1,268 | 89.10 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 3,294 | 264 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,169 | 40.48 | 654 | 52.80 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 4,614 | 0.00 | 370 | 8.53 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 263,342 | 22.07 | 21,096 | 32.70 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 117,492 | 487.61 | 9,412 | 538.97 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 320,647 | 11.69 | 25,687 | 21.42 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 73,861 | 6.42 | 5,917 | 15.70 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,451 | -1.29 | 196 | 7.69 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 6,012 | 0.00 | 482 | 8.58 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 569 | 284.46 | 46 | 350.00 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 5,601 | -2.27 | 449 | 6.16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,680 | 215 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 44,538 | -2.30 | 3,568 | 6.19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 35,988 | 1.06 | 2,883 | 9.87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 2,654 | 213 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32,342 | -15.55 | 2,591 | -8.22 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10,042 | 0.41 | 804 | 9.24 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 155,010 | -1.02 | 12,418 | 7.60 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17,096 | 0.91 | 1,370 | 9.70 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 22,435 | 9.79 | 1,797 | 19.40 | ||||
| 2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 21,520 | -17.06 | 1,724 | -2.10 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 25,876 | 2,073 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,157 | 71.05 | 173 | 86.96 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,220 | 0.00 | 178 | 8.59 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 38,329 | 2,824 | ||||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 430,002 | 1.80 | 31,687 | 7.76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 18,000 | 0.00 | 1,442 | 8.67 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 403,847 | 2.04 | 32,352 | 10.94 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 4,181 | -10.70 | 335 | -3.19 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 232 | 0.00 | 19 | 5.88 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 2,781 | 223 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1,769,022 | 1.61 | 141,716 | 10.46 | ||||
| 2025-07-16 | 13F | Novem Group | 12,712 | -8.01 | 1,018 | 0.00 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 2,525 | 202 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 35,589 | 63.82 | 2,851 | 78.19 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9,142 | 54.27 | 732 | 67.89 | ||||
| 2025-07-15 | 13F | Maseco Llp | 24,832 | 1,990 | ||||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 2,882 | 0.00 | 231 | 8.49 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 8,188 | 0.09 | 1 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2,700 | 216 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,302,461 | 13.20 | 104,340 | 23.06 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 37,030 | -0.36 | 2,966 | 8.33 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 226,906 | -2.63 | 18,177 | 5.85 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 211 | 0.00 | 17 | 6.67 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 4,700 | 0.00 | 377 | 8.67 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 2,750 | 0.00 | 220 | 8.91 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 12,554 | 0.05 | 1,006 | 8.77 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 33,302 | -6.04 | 2,676 | 0.45 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 12,981 | 0.16 | 1,040 | 8.80 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,876 | -23.53 | 230 | -10.51 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 29,947 | 18.78 | 2,399 | 29.19 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10,991 | 0.08 | 903 | 9.59 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 36,687 | 0.87 | 2,939 | 9.63 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 31,951 | 9,979.18 | 2,560 | 11,026.09 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 675 | 54 | ||||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 77,538 | -1.34 | 6,212 | 7.25 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 231,341 | 9.76 | 18,533 | 19.32 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 98,535 | 7,894 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 316,681 | -1.13 | 25,369 | 7.48 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 9,961 | 0.31 | 798 | 9.03 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 10,954 | 60.03 | 878 | 74.01 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5,071 | 406 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7,808 | 4.68 | 625 | 13.84 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 514,455 | 23.66 | 41,213 | 34.44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26,488 | 1.95 | 2,122 | 10.82 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 12,627 | 0.00 | 1,012 | 8.71 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 138 | 0 | ||||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7,289 | 584 | ||||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 10,230 | -14.23 | 820 | -6.72 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,674 | 28.10 | 294 | 39.34 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 27,901 | -0.40 | 2,235 | 8.28 | ||||
| 2025-08-01 | 13F | Motco | 28,287 | -6.14 | 2,262 | 1.89 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 145,616 | 3.33 | 11,665 | 12.33 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 86,787 | 0.44 | 6,953 | 9.19 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 77,151 | 102.14 | 6,181 | 119.77 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 264,200 | 3.77 | 21,165 | 12.82 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 113,545 | -1.17 | 9,096 | 7.45 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 30 | 2 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 65,890 | 31.80 | 5,449 | 47.91 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 3,775 | 0.00 | 302 | 8.63 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 30,359 | 0.00 | 2,432 | 8.72 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 9,104 | -0.10 | 729 | 8.64 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 11,341 | 8.70 | 909 | 18.23 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2,687 | 215 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 106 | -54.89 | 8 | -52.94 | ||||
| 2025-05-12 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Kwmg, Llc | 202,435 | 0.06 | 16,217 | 8.78 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 2,738 | 0.00 | 219 | 8.96 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 2,999 | -0.96 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 2,776 | -28.97 | 222 | -22.65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 161,371 | 14.21 | 13 | 20.00 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 15,029 | 27.52 | 1,204 | 38.59 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 19,329 | 0.00 | 1,424 | 8.54 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17,881 | 4.58 | 1,432 | 13.74 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 16,339 | 70.91 | 1,309 | 85.80 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 8,893 | 2.14 | 712 | 11.08 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 125,710 | 2.77 | 10,071 | 11.73 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 3,708 | -0.88 | 297 | 8.00 | ||||
| 2025-05-15 | 13F | TRUE Private Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,642 | -1.49 | 292 | 6.99 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 7,013 | -7.49 | 562 | 0.54 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 97,389 | 8.56 | 7,802 | 18.02 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 43 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 8,850 | -0.56 | 709 | 8.09 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 80 | 6 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3,833 | 0.47 | 307 | 9.25 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 34,726 | -1.61 | 2,782 | 6.96 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 410 | 1.23 | 33 | 10.34 | ||||
| 2025-07-24 | 13F | Eastern Bank | 395 | 0.00 | 32 | 6.90 |
Other Listings
| MX:VYMI |
