Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF meliputi Precision Wealth Strategies, LLC, Sand Hill Global Advisors, LLC, Tribridge Partners Financial LLC, Financial Partners Group, LLC, Valpey Financial Services, LLC, Gladwyn Financial Advisors, Inc., Maseco Llp, Yukon Wealth Management, Inc., Summit Wealth Group Llc / Co, Integrity Alliance, Llc., Wellington Capital Management, Inc., Fund Evaluation Group, LLC, Physician Wealth Solutions Inc., Leo Wealth, LLC, BCS Private Wealth Management, Inc., Gts Securities Llc, AlphaCore Capital LLC, Midwest Trust Co, First International Bank of Israel Ltd., dan Darden Wealth Group Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Hancock Whitney Corp | 13,343 | 1.57 | 1,050 | 2.14 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 20,432 | 4.60 | 1,603 | 4.91 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 17,650 | 16.67 | 1,389 | 17.23 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 18,599 | 3.14 | 1,464 | 3.69 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 139,120 | 2.59 | 11 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 65,509 | 5.25 | 5,156 | 5.81 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4,875 | 4.79 | 382 | 5.25 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 918,429 | 1,747.98 | 72,280 | 1,759.05 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 753 | 36.91 | 59 | 37.21 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 6,304 | 23.00 | 496 | 23.69 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 7,402 | 7.20 | 583 | 7.78 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 578 | 45 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 847,680 | 4.23 | 66,712 | 4.79 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3,249 | 13.13 | 256 | 13.84 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 39 | ||||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 2,710 | 213 | ||||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 2,911 | 229 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 78,320 | 1.67 | 6,164 | 2.21 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 157,488 | 1.02 | 12,379 | 1.48 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 110 | 9 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 600 | 47 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 3,209 | 0.98 | 253 | 1.61 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 2,993 | 236 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 453,153 | 9.01 | 35,663 | 9.59 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 44,576 | 9.18 | 3,508 | 9.76 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 44,449 | 4.38 | 3,498 | 4.95 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 2,246 | 176 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 18,886 | 14.96 | 1,486 | 15.64 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 22,719 | 2.88 | 1,788 | 3.41 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 17,025 | 32.37 | 1,340 | 33.10 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 378 | 30 | ||||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 5,499 | 3.44 | 433 | 3.85 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 52,884 | 11.18 | 4,162 | 11.76 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,688 | 448 | ||||||
| 2025-07-31 | 13F | City State Bank | 118,484 | 0.77 | 9,325 | 1.31 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 221,477 | 2.22 | 17,348 | 2.56 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 841 | 1.94 | 66 | 3.13 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 198,275 | 3.34 | 16 | 0.00 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 1,840 | 145 | ||||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5,958 | 0 | ||||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 2,872 | 9.74 | 226 | 10.78 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 4,781 | 27.70 | 376 | 28.33 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 36,639 | 22.55 | 2,883 | 23.21 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 70,156 | 2.16 | 5,521 | 2.72 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 375,975 | 3.04 | 29,589 | 3.60 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 45,428 | 63.06 | 3,575 | 63.99 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 6,236 | 6.14 | 491 | 6.75 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 245 | 58.06 | 19 | 58.33 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 247 | 19 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 7,018 | 552 | ||||||
| 2025-07-22 | 13F | Peoples Bank /oh | 2,685 | 211 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 97,900 | 10.87 | 7,705 | 11.46 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 178,103 | 35.23 | 14,017 | 35.96 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 13,895 | 0.50 | 1,094 | 1.02 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3,632 | 286 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 9,314 | 122.61 | 733 | 124.16 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 3,053 | 2.14 | 240 | 3.00 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 37,644 | 2.05 | 2,963 | 2.60 | ||||
| 2025-08-12 | 13F | Bokf, Na | 26,031 | 46.64 | 2,049 | 47.44 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18,685,793 | 1.45 | 1,470,572 | 1.94 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 6,162 | 1.62 | 482 | 1.69 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 41,088 | 21.67 | 3,234 | 22.32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,281,266 | 5.95 | 258,236 | 6.52 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 2,598 | 204 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4,335 | 1.50 | 341 | 2.10 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 4,014 | 316 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 570,256 | 6.17 | 45 | 4.76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 38,775 | 0.35 | 3,052 | 2.21 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9,935,759 | 39.63 | 781,944 | 40.38 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 18,184 | 2.15 | 1,431 | 2.73 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2,911 | 229 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 15 | 1 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 38,935 | 0.54 | 3,064 | 1.09 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 4,715 | 3.51 | 371 | 4.21 | ||||
| 2025-08-13 | 13F | MetLife Investment Management, LLC | 2,336,000 | 5.89 | 183,843 | 6.46 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 13,252 | 41.84 | 1,043 | 42.54 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 18,013 | 1,418 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 51,163 | 3.72 | 4,027 | 4.27 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 159,933 | 2.78 | 12,587 | 3.33 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1,050 | 30.76 | 83 | 32.26 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 7,616 | 599 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 80,636 | 15.23 | 6,346 | 15.87 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 708 | 56 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 32,803 | 58.58 | 2,582 | 59.42 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3,376 | 3.46 | 266 | 3.92 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 318,265 | 4.71 | 25,047 | 5.27 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 5,114 | 0.95 | 402 | 1.52 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 616 | 48 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 215,780 | 0.32 | 16,982 | 0.86 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 215,909 | 8.18 | 16,992 | 8.76 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 113,433 | 3.74 | 8,927 | 4.30 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 7,319 | 0.05 | 576 | 0.70 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 32,836 | 0.02 | 2,584 | 0.58 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 6,426 | 506 | ||||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 173,003 | 1.32 | 13,615 | 1.86 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 37,206 | 2.37 | 2,928 | 2.95 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 2,902 | 10.93 | 228 | 11.76 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 330,410 | 5.59 | 26 | 8.33 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 188,139 | 4.75 | 14,807 | 5.31 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19,317 | 2.09 | 1,520 | 2.63 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 633,989 | 419.33 | 49,895 | 422.12 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 67,268 | 10.47 | 5,294 | 11.08 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 121,058 | 3.18 | 9,527 | 3.73 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2,737 | 3.09 | 215 | 3.86 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 2,671 | 210 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 25,259 | 8.82 | 1,988 | 9.42 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 5,363 | 1.90 | 419 | 1.70 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17,258 | 15.50 | 1,358 | 16.17 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 876,375 | 1.54 | 69 | 1.49 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 148 | 12 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 411,345 | 5.40 | 32,373 | 5.97 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 11,430 | 0.18 | 895 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 97,909 | 0.43 | 7,705 | 0.97 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 25,633 | 0.60 | 2,017 | 1.15 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 109 | 0 | ||||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 123,967 | 0.22 | 9,756 | 0.76 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 44,195 | 3.23 | 3,478 | 3.79 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 57,627 | 0.32 | 4,535 | 0.87 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1,586 | 39,550.00 | 125 | 463.64 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 37,285 | 112.70 | 3 | 100.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 7,638 | 5.41 | 601 | 5.81 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 17,113 | 2.61 | 1,347 | 3.14 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 9,300 | 1.09 | 732 | 1.53 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 38,752 | 3.22 | 3,050 | 3.78 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 58,791 | 0.87 | 4,627 | 1.40 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 21,994 | 8.83 | 1,731 | 9.36 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 551 | 43 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 86,764 | 4.28 | 6,828 | 4.85 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 7,063 | 556 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3,682 | 290 | ||||||
| 2025-07-23 | 13F | Ti-trust, Inc | 53,716 | 3.29 | 4,227 | 3.86 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,263 | 0.32 | 99 | 1.02 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 34,990 | 2.74 | 2,754 | 3.30 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 10,899 | 16.27 | 858 | 16.92 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 4,733 | 0.49 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 826,927 | 1.83 | 65 | 3.17 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 89,043 | 6.60 | 7,008 | 7.17 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 45,460 | 0.61 | 3,578 | 1.13 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 7,992 | 9.63 | 629 | 10.35 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 10,320 | 1.10 | 812 | 1.63 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 12,589 | 1.50 | 990 | 2.06 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 146,615 | 4.11 | 11,539 | 4.67 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 25,829 | 3.53 | 2,033 | 4.05 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 20 | 2 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 62,039 | 5 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 36,709 | 16.45 | 2,889 | 17.11 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 23,582 | 0.27 | 1,856 | 0.82 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 215,915 | 1.55 | 16,993 | 2.10 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 4,420 | 3.17 | 348 | 3.58 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5,357 | 4.47 | 422 | 4.99 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 184,060 | 1.68 | 14,486 | 2.22 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 21,260 | 179.74 | 1,673 | 181.65 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 165 | 1.23 | 13 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 898,178 | 6.19 | 70,687 | 6.77 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 2,653 | 209 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 14,284 | 1 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17,774 | 63.45 | 1,399 | 64.28 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,928,304 | 79.46 | 448,360 | 73.38 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 926 | 0.87 | 73 | 1.41 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 30,612 | 3.49 | 2,409 | 4.06 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 4,154 | 327 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126,745 | 66.70 | 9,975 | 67.60 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6,553 | 61.13 | 516 | 61.95 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,954 | 32.78 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 65,556 | 5.79 | 5,159 | 6.37 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 203,554 | 3.78 | 16,020 | 4.34 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 5,945 | 3.36 | 468 | 3.78 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3,227 | 254 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 14,734 | 3.97 | 1,160 | 4.51 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 171,356 | 0.11 | 13,486 | 0.64 | ||||
| 2025-07-18 | 13F | Brookmont Capital Management | 9,007 | 0.07 | 709 | 0.57 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 137,290 | 67.25 | 10,805 | 68.16 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 104,533 | 0.26 | 8,227 | 0.80 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 532,617 | 3.16 | 41,693 | 4.51 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1,880 | 148 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2,582 | 2.62 | 203 | 3.57 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 183,816 | 62.60 | 14,466 | 63.48 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 16,995 | 83.19 | 1,338 | 84.16 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 42,391 | 0.78 | 3,336 | 1.34 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 166,762 | 12.01 | 13,124 | 12.61 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,776,660 | 2.10 | 139,823 | 2.64 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4,201 | 38.65 | 330 | 39.83 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 487 | 90.23 | 38 | 90.00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 17,720 | 164.12 | 1,395 | 165.52 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4,600 | 362 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3,798 | 299 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,121,749 | 12.41 | 87,662 | 11.88 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 41,168 | 12.48 | 3,240 | 13.09 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 5,658 | 34.36 | 445 | 35.26 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 52,328 | 20.60 | 4,118 | 21.26 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 13,410 | 1.04 | 1,055 | 1.64 | ||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 123,144 | 3.72 | 9,691 | 4.27 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 82,616 | 2.17 | 6,502 | 2.72 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 16,025 | 18.15 | 1,261 | 18.85 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 14,577 | 9.76 | 1,147 | 10.39 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2,818 | 222 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 440 | 35 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,936 | 0.05 | 310 | 0.65 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 27,613 | 5.50 | 2,173 | 6.10 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 47,755 | 0.76 | 3,758 | 1.29 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 132,857 | 13.50 | 10,456 | 14.11 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 4,461 | 0.95 | 351 | 1.74 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 702,335 | 10.91 | 55,274 | 11.51 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 1,704 | 0.53 | 134 | 1.52 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 82,103 | 67.10 | 6,424 | 67.35 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 51,725 | 17.31 | 4,049 | 21.74 | ||||
| 2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 53,656 | 0.59 | 4,204 | 0.91 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 175,036 | 12.75 | 13,775 | 13.36 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,229 | 2.67 | 97 | 3.23 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 85,755 | 3.71 | 6,749 | 4.25 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 57,250 | 0.88 | 4,506 | 1.42 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 39,268 | 0.52 | 3,090 | 1.08 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 9,813 | 1 | ||||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 32,864 | 28.06 | 2,586 | 28.78 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,215 | 1.81 | 332 | 2.16 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 33,430 | 45.13 | 2,631 | 47.84 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2,551 | 201 | ||||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 8,914 | 3.30 | 702 | 3.85 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,731 | 451 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5,583 | 2.95 | 439 | 3.54 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 160,843 | 3.92 | 12,658 | 4.48 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6,761 | 532 | ||||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 85,215 | 0.01 | 6,671 | 1.32 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 271,146 | 49.36 | 21 | 50.00 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 22,001 | 7.06 | 1,731 | 7.65 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 35,826 | 0.45 | 2,820 | 1.00 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 4,081 | 4.21 | 321 | 4.90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 182,313 | 3.37 | 14,348 | 3.93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 375,726 | 20.67 | 29,412 | 22.25 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6,660 | 0.99 | 524 | 1.55 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 108,282 | 23.33 | 8,522 | 24.00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 5,949 | 6.79 | 466 | 6.88 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 760 | 60 | ||||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 552,759 | 9.64 | 43,502 | 10.23 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 153,399 | 5.00 | 12,073 | 5.56 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 25,561 | 1.32 | 2,012 | 1.87 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 648,142 | 7.72 | 51 | 8.51 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 49,250 | 2.78 | 3,876 | 3.33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,965,681 | 1.44 | 233,399 | 1.99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12,805 | 25.40 | 1,008 | 26.03 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 30 | 3.45 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1,467 | 6.46 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 12,604 | 23.71 | 992 | 24.34 | ||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 57,033 | 11.40 | 4,488 | 13.45 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 364,245 | 1.21 | 28,666 | 1.76 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 14,421 | 1.20 | 1,135 | 1.70 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 7,124 | 15.41 | 561 | 16.42 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 2,235 | 28.82 | 176 | 29.63 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,432 | 14.11 | 349 | 14.47 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 73,262 | 13.72 | 5,766 | 14.34 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1,170,018 | 0.12 | 92,080 | 0.65 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 283,046 | 13.46 | 22,245 | 13.91 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 31,132 | 3.67 | 2,450 | 4.75 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 239,269 | 746.28 | 18,831 | 750.88 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 2,552 | 201 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 9,320 | 10.44 | 733 | 11.06 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 57,496 | 14.92 | 4,525 | 17.05 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34,076,932 | 7.73 | 2,681,815 | 8.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,288,493 | 9.46 | 101,281 | 9.96 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 28,772 | 4.93 | 2,264 | 5.50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 103,952 | 1.53 | 8,181 | 2.08 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 470,019 | 5.85 | 36,990 | 6.42 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 39,426 | 1.50 | 3,103 | 2.04 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 136,734 | 10,761 | ||||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 3,637 | 10.21 | 286 | 10.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 65,989 | 5.47 | 5,193 | 6.04 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 11,883 | 0.46 | 935 | 0.97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 769,451 | 1.92 | 60,556 | 2.47 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 267,000 | 2.77 | 21,013 | 3.32 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 58,260 | 6.54 | 4,585 | 7.03 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 26 | 2 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 20,047 | 5.62 | 1,578 | 6.20 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 33,526 | 8.57 | 2,638 | 9.14 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 201,675 | 1.69 | 15,872 | 2.24 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 136 | 3.82 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 9,064 | 20.21 | 713 | 20.85 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 84,419 | 17.70 | 6,644 | 18.33 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 6,852 | 4.12 | 539 | 4.66 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 278,231 | 32.54 | 21,728 | 32.22 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 796,532 | 2.01 | 62,687 | 2.56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7,226 | 5.63 | 569 | 6.17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,747,834 | 7.07 | 531,054 | 7.64 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 161 | 13 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 37,597,584 | 151.93 | 2,958,930 | 153.28 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 172,627 | 4.80 | 13,586 | 5.37 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,890 | 306 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 2,563 | 0.20 | 202 | 0.50 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24,193 | 1.22 | 1,904 | 1.82 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45,268 | 6.08 | 3,563 | 6.65 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15,722 | 11.42 | 1,237 | 12.05 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 448,864 | 3.87 | 35,326 | 4.43 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 535 | 0.38 | 42 | 2.44 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 32,637 | 2,569 | -1.65 | |||||
| 2025-07-15 | 13F | Tenon Financial LLC | 3,087 | 0.95 | 243 | 1.26 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4,509 | 355 | ||||||
| 2025-07-14 | 13F | BetterWealth, LLC | 245,236 | 7.00 | 19,300 | 7.57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 282,197 | 4.32 | 22,209 | 4.87 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 65,400 | 7,770.04 | 1 | -100.00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 76,275 | 0.96 | 6,003 | 1.49 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 226,892 | 0.60 | 17,856 | 1.14 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 957,801 | 2.23 | 74,977 | 3.57 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3,658 | 32.06 | 287 | 32.41 | ||||
| 2025-08-08 | 13F | Chandler Asset Management, Inc. | 1,400 | 110 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 17,732 | 3.42 | 1,396 | 3.95 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5,607 | 0.29 | 441 | 0.92 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3,242 | 2.27 | 255 | 2.82 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 38,650 | 0.92 | 3,042 | 1.47 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 101,239 | 13.16 | 7,968 | 13.77 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 340,227 | 3.42 | 26,776 | 3.97 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 2,908 | 0.97 | 229 | 1.33 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 233,383 | 0.19 | 18,367 | 0.73 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 191,992 | 6.45 | 15,110 | 7.02 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 47,754 | 3.73 | 3,758 | 4.30 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 35,972 | 5.90 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59,549 | 10.14 | 4,687 | 10.73 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38,156 | 65.33 | 3,003 | 66.22 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 3,588 | 0.65 | 281 | 1.08 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 2,104,472 | 3.29 | 165,622 | 3.84 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 4,269 | 27.55 | 336 | 28.35 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 16,425 | 1.78 | 1,293 | 2.30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3,296 | -9.20 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 21,738 | 6.12 | 1,711 | 6.67 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 8,234 | 1.88 | 648 | 2.53 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3,095 | 4.49 | 244 | 5.19 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 2,892 | 1.90 | 0 | |||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 66,793 | 24.01 | 5,250 | 24.56 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25,136 | 32.95 | 1,978 | 33.65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 165,659 | 14.34 | 13,037 | 14.95 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 22,558 | 14.51 | 1,775 | 15.11 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3,784 | 4.79 | 296 | 4.96 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 405,079 | 3.45 | 31,869 | 3.97 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 27,500 | 2,164 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 598,569 | 35.49 | 47,107 | 36.21 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 28,824 | 0.86 | 2,268 | 1.39 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 29,084 | 1.83 | 2,289 | 2.37 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 798,107 | 38.16 | 63,058 | 38.93 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4,194 | 17.84 | 330 | 18.71 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 605,839 | 0.95 | 47,680 | 1.49 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 27,712 | 26.95 | 2,181 | 27.63 | ||||
| 2025-07-11 | 13F | Bell Bank | 14,538 | 1,144 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 141,716 | 3.42 | 11,153 | 3.98 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 9,778 | 3.50 | 770 | 4.48 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 415,788 | 18.44 | 32,722 | 19.07 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 100,955 | 0.99 | 7,945 | 1.55 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 16,070 | 1.55 | 1,265 | 2.10 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 14,026 | 0.19 | 1,104 | 0.73 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 470 | 1.08 | 37 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 238,225 | 865.61 | 18,748 | 870.90 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 9,668 | 761 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 722,651 | 2.26 | 56,873 | 2.81 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 913,931 | 1.38 | 71,926 | 1.92 | ||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 28,927 | 1.97 | 2,277 | 2.52 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 65,924 | 9.27 | 5,188 | 9.87 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 108,168 | 5.56 | 8,513 | 6.12 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 890,827 | 132.53 | 70,108 | 133.78 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 289 | 23 | ||||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 198,344 | 0.73 | 15,610 | 1.27 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 29,199 | 0.15 | 2,298 | 0.66 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 29,966 | 4.79 | 2,358 | 5.36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 349,842 | 1.46 | 27,533 | 2.00 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 2,704 | 213 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 45 | 4 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 150 | 12 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,174 | 8.10 | 801 | 8.70 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 71,224 | 16.93 | 5,605 | 17.55 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2,754 | 2.76 | 217 | 3.35 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 791,535 | 2.49 | 62,294 | 3.04 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 4,322 | 340 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6,485 | 8.37 | 510 | 8.97 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 76,603 | 15.11 | 6,029 | 15.72 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 61,992 | 2.31 | 4,879 | 2.87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 54,699,168 | 1.58 | 4,304,825 | 2.13 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 32,922 | 63.77 | 2,591 | 64.65 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 7,302 | 18.14 | 575 | 18.84 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 5,383,445 | 6.92 | 423,677 | 7.49 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,310,934 | 8.58 | 103,171 | 9.17 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 13,196 | 9.28 | 1,039 | 9.84 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9,143 | 0.94 | 720 | 1.41 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 63,065 | 21.06 | 4,963 | 21.73 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 7,155 | 11.71 | 563 | 12.38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 364 | 0.55 | 28 | 3.70 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 215,481 | 944.20 | 16,958 | 950.03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 64,303 | 5,061 | ||||||
| 2025-07-31 | 13F | United Community Bank | 356 | 28 | ||||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 8,315 | 42.99 | 654 | 43.74 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 4,637 | 10.12 | 363 | 10.03 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 39,483 | 3,107 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,667 | 366.95 | 131 | 385.19 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 191,156 | 1.82 | 15,044 | 2.37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,127,945 | 0.54 | 246 | 1.23 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 12,249 | 5.97 | 964 | 6.64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 68,115 | 0.29 | 5,361 | 0.83 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 14,904 | 1.57 | 1,173 | 2.09 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 190,153 | 0.02 | 14,965 | 0.56 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11,338 | 26.08 | 892 | 26.70 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9,592 | 3.03 | 755 | 3.57 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 123,327 | 1.04 | 9,706 | 1.50 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12,801 | 5.90 | 1,007 | 6.45 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 309 | 24 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 150,794 | 5.15 | 11,867 | 5.72 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 17,964 | 0.05 | 1,414 | 0.57 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 92,810 | 236.09 | 7,304 | 237.99 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 131,493 | 3.96 | 10,348 | 4.51 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 34,167 | 3.54 | 2,689 | 4.07 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 39 | 3 | ||||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 137,660 | 1.04 | 10,834 | 1.58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 304,067 | 7.31 | 23,930 | 8.12 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 413,497 | 4.97 | 32,542 | 5.53 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 392,738 | 4.53 | 30,909 | 5.09 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 5,811 | 0.02 | 457 | 0.66 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 68,868 | 2.97 | 5,420 | 3.51 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 10,563 | 0.02 | 831 | 0.61 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 18,101,201 | 4.63 | 1,424,564 | 5.19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,604,203 | 2.77 | 204,951 | 3.32 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 2,789 | 219 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 151,503 | 0.61 | 11,923 | 1.15 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 6,415,794 | 1.23 | 504,923 | 1.77 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 30,418 | 14.17 | 2,394 | 14.77 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4,004 | 54.83 | 315 | 56.72 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 6,126 | 68.81 | 482 | 69.72 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3,291 | 2.81 | 259 | 3.60 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 164,105 | 6.81 | 12,912 | 7.38 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4,419 | 2.22 | 348 | 2.66 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 3,684 | 0.38 | 290 | 0.70 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 266 | 21 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3,366 | 0.15 | 265 | 0.38 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 79,796 | 2.27 | 6,280 | 2.82 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8,819 | 14.76 | 694 | 15.47 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 17 | 466.67 | 1 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,405 | 5.74 | 347 | 6.13 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 862,306 | 0.71 | 67,863 | 1.25 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 709,937 | 2.26 | 55,872 | 2.81 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 5,586 | 0.98 | 440 | 1.39 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 2,566 | 202 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 403,260 | 483.74 | 31,737 | 486.94 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 26,633 | 107.07 | 2,096 | 108.35 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5,916 | 445.76 | 466 | 453.57 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 19,568 | 60.66 | 1,540 | 61.59 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 63,428 | 8.51 | 4,992 | 9.09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 87,667 | 164.35 | 6,899 | 165.76 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 14,537 | 0.01 | 1,144 | 0.62 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 40,322 | 47.07 | 3,173 | 47.86 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5,074 | 37.51 | 399 | 38.54 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 45,753 | 1,335.61 | 3,601 | 1,345.78 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 9,245 | 728 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 8,921 | 31.13 | 698 | 31.20 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 679,972 | 5.55 | 53,514 | 6.11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,899,521 | 3.99 | 149,492 | 4.55 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,941 | 16.29 | 861 | 16.98 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 42,100 | 19.04 | 3,313 | 19.69 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4,266 | 336 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 149,097 | 4.75 | 11,686 | 4.89 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 12,653 | 20.20 | 996 | 20.75 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 5,362 | -2.88 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14,261 | 19.05 | 1,122 | 19.74 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,495,778 | 0.28 | 196,418 | 0.82 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 36,647 | 0.47 | 2,884 | 1.02 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 218,902 | 5.39 | 17,228 | 5.95 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 10,951 | 25.67 | 862 | 26.25 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5,676 | 5.66 | 447 | 6.19 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 2,912 | 229 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 6,900 | 13.02 | 543 | 0.56 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 708 | 0 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 8,723 | 7.64 | 1 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 552,861 | 13.88 | 43,510 | 14.49 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 11,173 | 0.24 | 880 | 0.80 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 57,299 | 4,509 | ||||||
| 2025-08-11 | 13F | Seizert Capital Partners, Llc | 5,831 | 0.92 | 459 | 1.33 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8,491 | 2.80 | 668 | 3.41 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 12,248 | 6.91 | 964 | 7.48 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 171,877 | 9.07 | 13,527 | 9.66 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 9,650 | 4.21 | 759 | 4.83 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 42,803 | 29.52 | 3,369 | 30.24 | ||||
| 2025-09-03 | 13F | American Trust | 4,923 | 387 | ||||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 139,294 | 0.56 | 10,962 | 1.11 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13,483 | 114.49 | 1,061 | 118.76 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 50 | 4 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 3,415 | 31.04 | 269 | 32.02 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 25,257 | 1.07 | 1,974 | 2.07 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 93 | 1.09 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28,155 | 5.33 | 2,216 | 5.88 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 59,682 | 37.73 | 4,697 | 38.47 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8,979 | 707 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 20,941 | 12.45 | 1,648 | 13.11 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 3,432 | 270 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 39,459 | 2.25 | 3,105 | 2.81 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 426 | 0.47 | 34 | 0.00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 880,583 | 5.80 | 69,302 | 6.36 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 20,999 | 1.41 | 1,653 | 1.98 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 46,979 | 16.74 | 3,697 | 17.37 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 65,256 | 14.71 | 5,136 | 15.32 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 12,913 | 0.02 | 1,011 | 1.30 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1,414,161 | 3.80 | 111,295 | 4.36 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 10,103 | 19.43 | 795 | 20.09 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 3 | 0.00 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 581 | 1.04 | 46 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,483 | 26.75 | 115 | 25.27 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 16,096 | 0.02 | 1,267 | 0.56 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 6,125 | 0.66 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 428 | 20.90 | 34 | 22.22 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,102 | 32.70 | 165 | 33.33 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 25,455 | 22.59 | 2,003 | 23.26 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 362 | 28 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1,408,807 | 4.33 | 110,873 | 4.89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 183,891 | 8.10 | 14,472 | 8.68 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 42,408 | 3,338 | ||||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 33,655 | 26.82 | 2,649 | 27.49 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 2,628 | 0.34 | 207 | 0.49 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 70,199 | 1.73 | 5,525 | 2.28 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 32,198,341 | 58.23 | 2,534,010 | 59.08 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 40,460 | 0.83 | 3,184 | 1.37 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 2,487 | 2.01 | 196 | 2.63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,176,710 | 9.81 | 92,641 | 10.40 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 15,655 | 18.99 | 1,232 | 19.73 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,842 | 2.79 | 1,089 | 3.32 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 3,402 | 0.32 | 268 | 0.75 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 10,812 | 6.82 | 851 | 7.32 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 58,073 | 4,570 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 2,746 | 0.11 | 216 | 0.93 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 704 | 55 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23,360 | 19.68 | 1,838 | 20.29 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 67,978 | 26.93 | 5,327 | 27.32 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 22,874 | 1.48 | 1,791 | 2.81 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 218,136 | 20.91 | 17,167 | 21.56 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 31,873 | 10.19 | 2,508 | 10.78 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 358,884 | 5.09 | 28,208 | 5.58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 45,386 | 0.25 | 3,572 | 0.79 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 16 | 1 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 183 | 1.67 | 14 | 0.00 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 73,844 | 16.07 | 5,812 | 16.69 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,812,600 | 60.23 | 142,652 | 61.09 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 4,379 | 0.18 | 345 | 0.58 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 3,810 | 5.72 | 300 | 6.03 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 29,034 | 0.96 | 2,285 | 1.47 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 434,542 | 46.58 | 34,198 | 47.37 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 9 | 1 | ||||||
| 2025-08-14 | 13F | Headinvest, Llc | 129,008 | 0.50 | 10,153 | 1.04 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 3,545 | 279 | ||||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 2,763 | 0.04 | 217 | 1.88 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10,677 | 22.50 | 1 | |||||
| 2025-07-15 | 13F | Maseco Llp | 40,653 | 3,199 | ||||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 3,041 | 0.03 | 239 | 0.84 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 6,023 | 0.10 | 474 | 0.64 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 54,423 | 4,283 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 370,090 | 7.96 | 29,126 | 8.54 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 13,417 | 17.34 | 1,056 | 17.88 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 69,450 | 2.55 | 5,466 | 3.09 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 7,415 | 0.24 | 584 | 0.69 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 458 | 1,137.84 | 36 | 1,700.00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 263,658 | 1.84 | 20,750 | 2.38 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 2,547 | 200 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9,102 | 0.73 | 716 | 1.27 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 65 | 5 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 21,573 | 21.49 | 1,698 | 22.09 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7,358 | 13.74 | 579 | 14.43 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 181,869 | 45.49 | 14,313 | 46.27 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 1,018 | 5.17 | 80 | 6.67 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 136,460 | 12.70 | 10,698 | 12.62 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 125,029 | 8.64 | 9,772 | 8.48 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 3,979 | 0.94 | 313 | 1.62 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 32,668 | 3.86 | 2,571 | 4.39 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 94,675 | 4.69 | 7,451 | 5.24 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 72,595 | 5,713 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 54,578 | 7.43 | 4,295 | 8.02 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 148,437 | 11,682 | ||||||
| 2025-08-08 | 13F | eCIO, Inc. | 165,220 | 5.38 | 13,003 | 5.94 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 6,451 | 0.64 | 508 | 1.20 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,508,060 | 3.12 | 276,084 | 3.68 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 409,564 | 5.46 | 32,233 | 6.02 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 140,306 | 2.99 | 11,042 | 3.53 | ||||
| 2025-08-01 | 13F | Motco | 23,399 | 27.48 | 1,834 | 27.72 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 749,453 | 1.70 | 58,982 | 2.25 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4,487 | 353 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8,517 | 145.66 | 667 | 151.32 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 15,934 | 4.16 | 1,254 | 4.68 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 921,258 | 2.63 | 72,503 | 3.19 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 247 | 39.55 | 19 | 46.15 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 11,975 | 942 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 36,552 | 2,877 | ||||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 1,467 | 0.96 | 115 | 1.77 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 101,860 | 8 | ||||||
| 2025-08-06 | 13F | Equity Investment Corp | 12,118 | 0.95 | 954 | 1.49 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1,044,690 | 0.38 | 82,217 | 0.92 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 9,429 | 36.67 | 742 | 37.41 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 53,812 | 8.32 | 4,235 | 10.34 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 13,561 | 15.65 | 1,062 | 17.50 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 206,810 | 1.97 | 16 | 6.67 | ||||
| 2025-07-16 | 13F | Cabana Llc | 7,572 | 596 | ||||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 20,083 | 57.80 | 1,531 | 61.33 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 336,178 | 0.03 | 26,457 | 0.57 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17,700 | 96.56 | 1,393 | 97.73 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 58,606 | 1.56 | 4,612 | 2.10 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 80,268 | 0.83 | 6,317 | 1.38 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 9,792 | 67.18 | 771 | 68.12 | ||||
| 2025-08-14 | 13F | Comerica Bank | 786,255 | 11.95 | 61,878 | 12.55 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 16,473 | 0.07 | 1,296 | 0.62 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 791,653 | 33.24 | 62,303 | 33.96 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 15,692 | 7.78 | 1,235 | 8.34 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 30,061 | 2.85 | 2,366 | 3.41 |
