Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares MSCI EAFE Value ETF meliputi Caisse De Depot Et Placement Du Quebec, PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I, DiMeo Schneider & Associates, L.L.C., Glenmede Investment Management, LP, VestGen Advisors, LLC, Duncan Williams Asset Management, LLC, Bradley Foster & Sargent Inc/ct, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Tradewinds, LLC., Stark Wealth Management LLC, HFIGX - Hartford Schroders Diversified Growth Fund Class I, Anchor Pointe Wealth Management, LLC, Vise Technologies, Inc., Riverbend Wealth Management, LLC, XTX Topco Ltd, Richmond Investment Services, LLC, Tillman Hartley LLC, MGB Wealth Management, LLC, Evergreen Capital Management Llc, dan Consolidated Portfolio Review Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 64,452 | 41.95 | 4,091 | 52.88 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 18,938 | 3.38 | 1,202 | 11.40 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 41,934 | 18.57 | 2,662 | 27.69 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4,881 | 310 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 376,207 | 1.94 | 23,882 | 9.79 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2,363,376 | 37.64 | 150,027 | 48.25 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9,360 | 69.32 | 594 | 82.77 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 17,436 | 1.34 | 1,107 | 9.07 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 70,391 | 50.94 | 4,468 | 62.59 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 49,124 | 61.77 | 3,107 | 73.67 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 42,502 | 21.48 | 2,859 | 38.65 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17,383 | 7.57 | 1 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 27,829 | 42.53 | 1,767 | 53.57 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 60,705 | 25.52 | 3,854 | 35.19 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 152,124 | 41.14 | 9,658 | 50.69 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 41 | 2.50 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 38,814 | 44.84 | 2,464 | 55.98 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 5,142 | 41.11 | 326 | 52.34 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 77,507 | 41.29 | 4,568 | 58.72 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 3,256 | 207 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,138 | 0.53 | 72 | 9.09 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 16,377 | 9.50 | 965 | 23.09 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 16,993 | 2.08 | 1,079 | 9.89 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 8,319 | 0.64 | 528 | 8.42 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 43,633 | 169.17 | 2,770 | 189.95 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 81,007 | 16.39 | 5,142 | 25.35 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 448 | 10.07 | 28 | 16.67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 54,828 | 14.39 | 3,480 | 23.23 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 5,886 | 374 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 430,536 | 36.10 | 27,330 | 46.58 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5,382 | 0.07 | 342 | 7.91 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 26,218 | 1,374 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 258,358 | 32.79 | 16,401 | 43.02 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 3,277 | 208 | ||||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 8,314 | 1.28 | 528 | 9.11 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 131,543 | 6.83 | 8,350 | 12.41 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 108,530 | 19.66 | 6,890 | 28.94 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 5,365 | 54.52 | 341 | 66.67 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2,213,749 | 66.59 | 140,529 | 79.43 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9,740 | 27.49 | 618 | 37.33 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 45,123 | 2.40 | 2,943 | 13.32 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6,694 | 3.19 | 425 | 10.99 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 42,133 | 6.82 | 2,675 | 15.06 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 351,724 | 40.93 | 22,327 | 51.78 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 16,892 | 1.71 | 1,072 | 9.61 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 120,572 | 70.81 | 7,654 | 83.97 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 112,848 | 206.70 | 7,164 | 230.40 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 127,244 | 0.22 | 8,077 | 7.94 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 16,443 | 2.27 | 1,044 | 10.14 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1,627,235 | 44.63 | 103,297 | 55.77 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 759,633 | 49.03 | 48,221 | 60.51 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 213,301 | 48.08 | 13,540 | 59.50 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 361,243 | 3.59 | 22,932 | 16.18 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4,537 | 2.18 | 288 | 10.34 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 41,815 | 58.92 | 2,654 | 71.23 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 157 | 10 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 499,286 | 16.32 | 31,695 | 25.27 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 406,823 | 33.45 | 25,825 | 43.73 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 10,169 | 0.08 | 646 | 7.86 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 164,334 | 3.60 | 10,432 | 11.57 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 133 | 1.53 | 8 | 14.29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 578,740 | 35.79 | 36,738 | 46.25 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 19,091 | 68.56 | 1,212 | 81.56 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6,160 | 0.28 | 391 | 8.01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,517,628 | 52.39 | 159,819 | 64.12 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 19,858 | 1,261 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 121 | 8 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 145,300 | 1.82 | 9,224 | 9.67 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 3,199 | 203 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7,223,191 | 43.64 | 459 | 54.73 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 20,760 | 9.51 | 1,318 | 17.91 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 559,431 | 114.55 | 35,513 | 131.08 | ||||
| 2025-08-26 | NP | CRTOX - Conquer Risk Tactical Opportunities Fund | 158,182 | 10,041 | ||||||
| 2025-06-26 | NP | HFIGX - Hartford Schroders Diversified Growth Fund Class I | 31,404 | 1,914 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 28,995 | 60.03 | 1,841 | 72.45 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 23,086 | 65.59 | 1,518 | 76.40 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 11,442 | 128.70 | 734 | 159.36 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 136,921 | 41.54 | 8,692 | 52.45 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 57,119 | 7.84 | 3,626 | 16.15 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3,024 | 192 | ||||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 7,717 | 13.80 | 490 | 22.56 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 71,259 | 44.65 | 4,524 | 55.80 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 78,011 | 68.85 | 4,952 | 81.86 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 63,593 | 34.62 | 4,037 | 44.97 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 167,007 | 0.15 | 10,602 | 7.87 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 110,140 | 24.04 | 6,992 | 33.59 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 2,520 | 161.14 | 160 | 183.93 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3,192 | 203 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 24,131 | 439.36 | 1,532 | 482.13 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 62,480 | 2.41 | 3,966 | 10.32 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 7,175 | 9.31 | 455 | 17.88 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 22,730 | 67.16 | 1,443 | 80.02 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 45,490 | 147.31 | 2,697 | 148.80 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10,334 | 162.95 | 656 | 183.98 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 13,070 | 1.05 | 830 | 8.79 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 289 | 18 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 49,711 | 18.13 | 3,156 | 27.22 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 236,385 | 0.87 | 15,006 | 8.64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3,343,833 | 36.94 | 212 | 48.25 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 198 | 0 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 41,102 | 10.89 | 2,609 | 19.46 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 10,482 | 665 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8,732 | 12.34 | 554 | 20.96 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 7,642 | 5.22 | 485 | 13.32 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 27,870 | 40.82 | 1,769 | 51.72 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 15,546 | 27.49 | 987 | 37.33 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 754 | 4.87 | 44 | 18.92 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 454,601 | 1.82 | 28,858 | 9.67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 305,810 | 15.94 | 19,413 | 24.86 | ||||
| 2025-08-11 | 13F | Eq Llc | 205,125 | 63.21 | 13,021 | 75.79 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 12,736 | 31.27 | 808 | 41.51 | ||||
| 2025-08-14 | 13F | Comerica Bank | 211,030 | 36.91 | 13,396 | 47.47 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3,690 | 234 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 13,550 | 25.21 | 860 | 35.01 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 332,426 | 89.29 | 21,102 | 103.88 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,818,826 | 6.12 | 115,459 | 14.29 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 240,823 | 1.51 | 15,287 | 9.33 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 44,506 | 2,825 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 9,988 | 196.82 | 634 | 220.20 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 52,927 | 61.63 | 3,391 | 69.58 | ||||
| 2025-08-07 | 13F | Nwam Llc | 39,984 | 27.55 | 2,548 | 37.95 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 9,329 | 45.11 | 592 | 56.61 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 10 | 11.11 | 1 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2,661,374 | 3.18 | 168,944 | 11.13 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 97,956 | 100.39 | 6,219 | 115.83 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 17,979 | 3.42 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 92,234 | 31.09 | 5,855 | 41.19 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 256,247 | 24.90 | 16,267 | 38.59 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2,844 | 181 | ||||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 4,680 | 297 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,000 | 82.15 | 63 | 96.88 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 19,814 | 20.38 | 1,258 | 29.59 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 36,127 | 44.42 | 2,293 | 55.56 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 791 | 8.65 | 50 | 19.05 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 9,166 | 6.05 | 582 | 14.15 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 732,521 | 43.76 | 46,500 | 54.84 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 934 | 6.02 | 59 | 15.69 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 10,220 | 149.27 | 649 | 168.88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 131,475 | 0.32 | 8,346 | 8.05 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 146,794 | 1.13 | 9,318 | 8.92 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 16,282 | 29.32 | 1,034 | 39.22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,740,774 | 21.68 | 110,504 | 31.06 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 103,453 | 6,627 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 164,964 | 29.75 | 10,472 | 39.74 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 49,623 | 69.34 | 3,150 | 82.40 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 86,226 | 9.05 | 5,474 | 17.45 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 223,620 | 31.89 | 14,195 | 42.05 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 30,315 | 448.39 | 1,924 | 492.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,393 | 13.35 | 335 | 0.90 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 210,614 | 16.77 | 13,370 | 25.77 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 156,401 | 63.22 | 10 | 80.00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 30,254 | 87.89 | 1,921 | 102.32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 199,410 | 45.50 | 12,629 | 56.35 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,309 | 211 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 139,829 | 20.01 | 8,876 | 29.26 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,230,886 | 4.98 | 78,137 | 13.07 | ||||
| 2025-07-24 | 13F | Eastern Bank | 304 | 210.20 | 19 | 280.00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 5,094,815 | 0.62 | 323,419 | 8.37 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 9,828 | 148.56 | 624 | 167.38 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 89,375 | 5,674 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1,710,720 | 60.79 | 108,597 | 73.18 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 8,037 | 510 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 15,156 | 962 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 157,495 | 3,292.10 | 9,283 | 3,719.75 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 16,012 | 76.32 | 1,016 | 89.91 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,911 | 136.09 | 185 | 155.56 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 78,991 | 0.86 | 5,014 | 8.62 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 4,905 | 311 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 591 | 57.18 | 38 | 68.18 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 34,070 | 122.52 | 2,163 | 139.69 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 436 | 2.35 | 28 | 8.00 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 6,415 | 407 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 24,876 | 46.67 | 1,579 | 58.06 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 51,553 | 1.07 | 3,273 | 8.85 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 11,966 | 48.37 | 760 | 59.79 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 336,100 | 43.68 | 21,336 | 54.75 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 81,822 | 42.74 | 5 | 66.67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3,858,478 | 39.20 | 244,936 | 49.92 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 121,414 | 7.84 | 7,707 | 16.16 | ||||
| 2025-08-12 | 13F | Ade, Llc | 55,886 | 0.06 | 3,548 | 7.78 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 13,030 | 207.89 | 827 | 232.13 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 45,896 | 12.88 | 2,914 | 21.63 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 162,846 | 60.42 | 10,337 | 72.77 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 184,680 | 47.41 | 11,738 | 60.03 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 162,204 | 41.66 | 10,297 | 52.58 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 21,288 | 51.15 | 1,351 | 62.77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 22,704,102 | 50.78 | 1,441,256 | 62.39 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 128,347 | 10.74 | 8,147 | 19.27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1,173,300 | 853.13 | 74,481 | 926.62 | |||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5,691,240 | 68.63 | 361 | 82.32 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 335,131 | 2.84 | 21,274 | 10.76 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3,295 | 209 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 197,161 | 24.00 | 12,516 | 33.55 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 12,496 | 793 | ||||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 11,234 | 2.18 | 713 | 10.20 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2,018,261 | 68.29 | 128,119 | 81.25 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 318,048 | 0.02 | 20,190 | 7.73 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 25,891 | 5.26 | 1,644 | 13.39 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 4,936 | 33.98 | 313 | 44.24 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7,864 | 118.20 | 499 | 135.38 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 30,703 | 46.35 | 1,949 | 57.69 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5,131 | 326 | ||||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6,850 | 21.24 | 435 | 30.33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 42,199 | 8.85 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 87,129 | 13.04 | 5,531 | 21.73 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 499 | 58.92 | 32 | 72.22 | ||||
| 2025-07-28 | NP | VCFVX - International Value Fund | 36,150 | 77.92 | 2,301 | 97.59 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 69,065 | 1.32 | 4,384 | 9.14 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 34,760 | 2,207 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 3,266 | 207 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 5,488 | 348 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 9,141 | 7.60 | 1 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 28 | -73.83 | 2 | -83.33 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4,888 | 6,248.05 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6,973 | 56.70 | 443 | 68.70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 849,856 | 54.98 | 53,949 | 66.92 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 35 | 2 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 398,094 | 67.95 | 25,271 | 80.89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9,719,462 | 11.46 | 616,991 | 20.05 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 68,598 | 0.23 | 4,355 | 7.96 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 39,395 | 40.77 | 3 | 100.00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 90,770 | 1.90 | 5,762 | 9.75 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 5,887 | 1.05 | 374 | 8.75 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 117,171 | 2.73 | 7,438 | 10.65 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 113,036 | 1.46 | 7,176 | 9.28 | ||||
| 2025-07-29 | NP | Voya Global Equity Dividend & Premium Opportunity Fund | 60,091 | 90.32 | 3,824 | 111.39 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 52,553 | 48.54 | 3,336 | 60.00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 33,425 | 139.71 | 2,122 | 158.34 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8,043 | 77.55 | 511 | 91.01 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,268,979 | 13,111.65 | 80,555 | 14,132.16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 11,993,662 | 32.89 | 761,358 | 43.12 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5,795 | 64.54 | 368 | 77.29 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 216,033 | 51.45 | 13,714 | 63.11 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40,516 | 16.05 | 2,572 | 24.87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 337,626 | 40.27 | 21,432 | 51.08 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 158,205 | 4.33 | 10,043 | 12.36 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 28,043 | 122.70 | 1,780 | 139.89 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 34,555 | 39.90 | 2,194 | 50.72 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 5,852 | 371 | ||||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 3,413,531 | 1.85 | 216,691 | 9.69 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 21 | 1 | ||||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 100,205 | 1.24 | 6,361 | 9.05 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11,832 | 38.68 | 751 | 49.60 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 78,569 | 103.08 | 4,988 | 118.73 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 22,563 | 16.94 | 1,432 | 25.95 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 9,958 | 23.21 | 632 | 32.77 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 74,489 | 75.13 | 4,729 | 88.67 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 391,755 | 20.41 | 24,869 | 29.69 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 13,559 | 2.09 | 861 | 9.97 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 32,749 | 57.70 | 2,079 | 69.91 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 5,888 | 1.99 | 374 | 9.71 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 4,016 | 255 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2,050 | 130 | ||||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 14,710 | 56.84 | 934 | 69.02 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 128,243 | 29.92 | 8,141 | 39.93 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4,734 | 300 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 48,308 | 423.66 | 3,067 | 459.67 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 7,376 | 11.13 | 468 | 19.69 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 17,888 | 46.32 | 1,136 | 57.64 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 163,729 | 69.16 | 10,394 | 82.21 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 14,356 | 12.58 | 911 | 36.17 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 60,731 | 3,865 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 22,174,091 | 4.26 | 1,407,611 | 12.29 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 60,765 | 3,857 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 52,445 | 9.39 | 3,329 | 17.84 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 19,711 | 29.69 | 1,251 | 39.78 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 26,140 | 69.67 | 1,659 | 82.71 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,931 | 2.02 | 186 | 10.06 | ||||
| 2025-08-14 | 13F | Caisse De Depot Et Placement Du Quebec | 1,048,145 | 66,536 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 135,241 | 5.67 | 8,585 | 13.81 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 238,902 | 15,165 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 3,861 | 9.87 | 245 | 18.36 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4,203 | 267 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,395,602 | 0.45 | 215,553 | 8.18 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 520,069 | 31.02 | 33,014 | 41.12 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3,263 | 207 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 56,671 | 61.00 | 3,597 | 73.43 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 35,474 | 7.72 | 2,252 | 16.03 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 22 | 4.76 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 69,202 | 6.14 | 4,393 | 14.32 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 186,388 | 21.81 | 11,832 | 31.19 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,059 | 131 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 9,058 | 7.03 | 575 | 15.46 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 6,031 | 1.77 | 383 | 9.46 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 32,836 | 30.50 | 2,084 | 40.53 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 14,465 | 11.12 | 918 | 19.69 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 3,238 | 206 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10,768 | 8.50 | 684 | 16.95 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 104,506 | 0.25 | 6,160 | 12.62 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 122,408 | 6.44 | 7,770 | 14.64 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 6,904 | 8.66 | 438 | 17.11 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 15,141 | 2.44 | 961 | 10.33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 80,259 | 7.96 | 5,241 | 16.47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,080,804 | 53.08 | 68,538 | 64.58 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 18,771 | 5.49 | 1,192 | 13.65 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4,001 | 0.88 | 254 | 8.58 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 465,374 | 43.42 | 30,100 | 57.22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 203,942 | 79.68 | 12,946 | 93.54 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 17,526 | 9.32 | 1,113 | 17.80 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5,039 | 39.47 | 320 | 50.47 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 107,992 | 52.98 | 6,855 | 64.78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,922,647 | 2.50 | 185,530 | 10.40 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 5,153 | 0.49 | 327 | 8.28 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 44 | 3 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 447,199 | 12.10 | 27,209 | 21.37 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 70,125,413 | 50.00 | 4,451,560 | 61.56 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,809 | 21.48 | 432 | 30.91 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 336,347 | 33.50 | 21,351 | 43.79 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 4,533 | 288 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3,526 | 7.60 | 0 | |||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 793,693 | 43.19 | 50,384 | 54.22 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 108,208 | 62.26 | 6,869 | 74.78 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 60 | 20.00 | 4 | 50.00 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 151,704 | 9,648 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 226,417 | 54.35 | 14,373 | 66.25 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 40,446 | 32.96 | 2,567 | 43.25 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 622 | 0.16 | 40 | 8.33 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7,149 | 16.97 | 454 | 25.83 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 47,540 | 41.71 | 3,018 | 52.60 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7,776 | 494 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 98,840 | 46.73 | 6,274 | 58.04 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 69,417 | 2.77 | 4,407 | 10.68 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 4,358 | 277 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 100,653 | 57.37 | 6,389 | 69.51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6,346,073 | 37.34 | 403 | 47.79 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 8,556 | 1.34 | 543 | 9.26 | ||||
| 2025-07-23 | 13F | Maryland State Retirement & Pension System | 68,678 | 153.42 | 4,360 | 172.95 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 5,494 | 8.66 | 349 | 17.17 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 234,328 | 50.30 | 14,875 | 61.88 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 87,480 | 48.38 | 5,553 | 59.84 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 121,429 | 36.71 | 7,708 | 47.24 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 384,036 | 6.84 | 24,379 | 15.07 | ||||
| 2025-08-07 | 13F | Commerce Bank | 41,235 | 11.46 | 2,618 | 20.05 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10,943 | 695 | ||||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 42 | 2.44 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 35,589 | 0.08 | 2,259 | 7.83 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 39,240 | 157.84 | 2,491 | 177.59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 115,895 | 335.74 | 7,357 | 369.50 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 3,230 | 205 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 3,416 | 217 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 129,427 | 39.22 | 8,216 | 49.95 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 42,636 | 40.07 | 2,707 | 50.84 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 243,645 | 69.13 | 15,467 | 82.17 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 131,038 | 64.95 | 8,318 | 77.66 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 59,113 | 20.34 | 3,752 | 29.60 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 27,827 | 32.04 | 1,766 | 42.19 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 210,987 | 4.20 | 13,393 | 12.23 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 903,671 | 0.57 | 57,365 | 8.32 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 158,625 | 31.66 | 10,070 | 35.35 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 115,617 | 72.78 | 7,686 | 98.86 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10,131 | 1.94 | 643 | 9.91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29,459 | 29.17 | 1,870 | 39.14 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,865,976 | 12.13 | 118,452 | 20.77 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 934 | 59 | ||||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 4,062 | 258 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 109,639 | 1.49 | 6,960 | 9.30 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 32,536 | 1.78 | 2,065 | 9.61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 124,582 | 18.50 | 7,909 | 27.63 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 22,265 | 82.59 | 1,413 | 96.80 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 39,050 | 10.77 | 2,479 | 19.31 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 135,479 | 43.65 | 8,600 | 54.73 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 206 | 13 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 576,494 | 615.52 | 36,596 | 670.75 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 14,583 | 4.69 | 926 | 12.67 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 13,410 | 7.58 | 851 | 15.94 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 43,893 | 69.00 | 2,780 | 81.63 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 316,877 | 117.39 | 20,115 | 134.14 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 6,686 | 2.15 | 424 | 10.13 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 439,058 | 43.53 | 27,871 | 54.59 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 3,215 | 204 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 17,772 | 47.18 | 1,128 | 58.65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 486,312 | 6.59 | 30,871 | 14.80 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5,410 | 343 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 25,155 | 149.58 | 1,643 | 188.07 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 48,785 | 3.24 | 3,097 | 11.17 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 63,349 | 2.95 | 4,021 | 10.89 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 8,389 | 0.77 | 533 | 8.57 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 127,112 | 12.28 | 8,069 | 20.94 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 144 | 9 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 42,818 | 94.03 | 2,718 | 109.08 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8,959,087 | 24.17 | 568,723 | 33.73 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 449 | 29 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 3,842 | 13.03 | 244 | 7.52 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 271,662 | 2.32 | 17,245 | 10.21 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 3,462 | 220 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 50,066 | 0.73 | 3,178 | 8.50 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 21,239 | 1.71 | 1,348 | 9.59 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 10,211 | 78.58 | 648 | 92.28 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 13,991 | 888 | ||||||
| 2025-07-29 | NP | Voya Global Advantage & Premium Opportunity Fund | 21,775 | 13.20 | 1,386 | 25.68 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 314,314 | 3.66 | 19,953 | 11.64 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 21,399 | 0.66 | 1,358 | 8.38 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 28,015 | 511.01 | 1,778 | 558.52 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 18,048 | 205.23 | 1,146 | 229.02 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5,290 | 3.56 | 336 | 11.30 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 39,600 | 2,492 | ||||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 3,395 | 216 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,490,249 | 41.80 | 94,601 | 52.73 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2,269,601 | 48.03 | 144,074 | 59.43 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 33,151 | 31.87 | 2,104 | 42.07 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 32,398 | 0.01 | 2,057 | 7.70 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 24,538 | 23.18 | 1,561 | 32.88 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 21,651 | 28.81 | 1,374 | 38.79 | ||||
| 2025-07-02 | 13F | InvesTrust | 16,990 | 2.85 | 1,079 | 10.79 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 110,250 | 45.69 | 6,999 | 56.91 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6,327 | 402 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 61,201 | 103.44 | 3,885 | 119.12 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11,950 | 23.49 | 759 | 32.98 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 790 | 2.20 | 50 | 11.11 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 68,308 | 0.98 | 4,336 | 8.75 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 307,325 | 49.49 | 19,509 | 61.01 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 13,343 | 3.95 | 847 | 12.04 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 294,430 | 46.30 | 18,690 | 57.58 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 353,003 | 40.75 | 22,409 | 51.59 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9,449 | 19.23 | 600 | 28.27 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 1,011 | 64 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 23,014 | 43.21 | 1,461 | 54.17 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 4,390 | 279 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 9,175 | 0.79 | 582 | 8.58 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 3,826 | 5.95 | 243 | 14.15 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9,561 | 17.63 | 607 | 26.51 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 85,066 | 5.44 | 5,400 | 13.54 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 46,983 | 44.26 | 2,982 | 55.39 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 31 | 0 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 3,822 | 243 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 159,285 | 48.27 | 10,111 | 59.68 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 66,400 | 1.86 | 4,215 | 9.71 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 60,450 | 60.19 | 3,837 | 72.53 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 47,651 | 18.71 | 3,025 | 27.86 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 638 | 4.25 | 41 | 11.11 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 11,565 | 734 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 16,855 | 1,070 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 6,915 | 439 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 44,506 | 54.65 | 2,825 | 66.57 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 5,364 | 340 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 104,338 | 16.26 | 6,608 | 24.92 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 69 | 4 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,073,175 | 1.50 | 68,125 | 9.32 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 81,359 | 41.54 | 5,165 | 52.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,548,457 | 12.09 | 161,776 | 20.73 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 98,927 | 24.92 | 6,280 | 34.54 | ||||
| 2025-07-21 | 13F | 25 Llc | 11,899 | 0.35 | 755 | 8.17 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 52,551 | 53.47 | 3,336 | 65.26 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 71,003 | 0.09 | 4,507 | 7.80 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 6,225 | 30.09 | 395 | 57.37 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,113 | 7.74 | 71 | 16.67 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 9,470 | 3.26 | 601 | 11.30 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 13,790 | 36.01 | 875 | 46.57 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 55,772 | 4.40 | 3,540 | 12.45 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 393,914 | 1.32 | 25,006 | 9.13 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 16,750 | 2.38 | 1,063 | 10.27 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 133,353 | 5.67 | 8,465 | 13.82 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 969 | 6.84 | 62 | 15.09 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 40,883 | 1.45 | 2,595 | 9.26 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2,479,502 | 37.07 | 157,399 | 47.63 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 922,306 | 33.66 | 59 | 45.00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2,892 | 184 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 25,697 | 180.11 | 1,634 | 201.85 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 7,766 | 2.18 | 493 | 10.29 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 5,878 | 373 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 94,016 | 43.90 | 5,983 | 56.42 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 226,343 | 24.73 | 14,368 | 34.34 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4,764 | 302 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26,738 | 127.34 | 1,697 | 144.88 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 454,667 | 23.90 | 28,862 | 33.44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21,255 | 20.39 | 1,349 | 29.71 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 13,614,142 | 4.13 | 864,247 | 12.15 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 435,067 | 38.99 | 27,618 | 49.70 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 28,573 | 4.21 | 1,814 | 12.19 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 268,672 | 71.41 | 17,055 | 84.62 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 287 | 124.22 | 18 | 200.00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 229,661 | 7.38 | 14,579 | 15.64 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 518,416 | 53.53 | 32,909 | 65.36 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 58,642 | 22.83 | 4 | 50.00 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 55 | 3 | ||||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 3,647 | 4.11 | 232 | 12.14 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 6,688 | 0.07 | 425 | 7.89 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 203,262 | 49.16 | 12,903 | 60.66 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 12,403 | 35.29 | 731 | 51.98 | ||||
| 2025-07-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 9,750 | 1,263.64 | 620 | 1,450.00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,986 | 443 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 10,070 | 0.14 | 1 | |||||
| 2025-08-11 | 13F | Theory Financial Llc | 75,433 | 49.74 | 4,777 | 60.90 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 105,526 | 2.19 | 6,699 | 10.06 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 9,627 | 48.82 | 611 | 60.37 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,636,933 | 87.33 | 167,393 | 101.76 | ||||
| 2025-07-16 | 13F | Novem Group | 4,343 | 7.47 | 276 | 15.55 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 175,394 | 604.03 | 11,134 | 658.45 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,872,012 | 2.91 | 118,834 | 10.84 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 248,942 | 66.31 | 15,803 | 79.12 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4,328 | 275 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 351,582 | 6.65 | 22,318 | 14.86 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 82,909 | 39.93 | 5,263 | 50.72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,600 | 9.20 | ||||||
| 2025-07-11 | 13F | Busey Wealth Management | 3,489 | 221 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 58,814 | 4.21 | 3,733 | 12.24 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 295,215 | 39.62 | 18,740 | 50.38 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 12,942 | 27.56 | 822 | 37.29 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 44 | 3 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 8,003 | 20.75 | 508 | 30.26 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 7 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,406,643 | 35.93 | 89,294 | 46.40 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 22 | 1 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 77,161 | 36.25 | 4,951 | 48.37 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 10,900 | 65.98 | 692 | 78.55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 516,143 | 3.70 | 32,765 | 11.69 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 392 | 25 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 242,570 | 120.85 | 15,573 | 134.29 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 1,119,888 | 58.39 | 71,090 | 70.59 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 3,586 | 2.19 | 228 | 10.19 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 7,701 | 41.56 | 489 | 52.50 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 237,297 | 30.61 | 15,064 | 40.67 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 3,605 | 229 | ||||||
| 2025-07-21 | 13F | Warner Financial, Inc | 44,010 | 12.02 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 272,525 | 61.64 | 17,310 | 73.03 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 71,629 | 28.39 | 4,547 | 38.29 | ||||
| 2025-09-03 | 13F | American Trust | 8,083 | 513 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,597 | 18.30 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 20,633 | 9.95 | 1,310 | 18.35 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 89,375 | 3.33 | 5,674 | 11.28 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 7,865 | 2.52 | 499 | 10.40 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 61,569 | 2.01 | 3,908 | 9.87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 41,053 | 55.34 | 2,606 | 67.37 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 279,911 | 52.08 | 17,769 | 63.79 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5,266,058 | 30.23 | 334,826 | 40.40 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1,266,272 | 1.62 | 80,383 | 9.44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 796,883 | 19.48 | 50,586 | 28.69 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 33,935 | 10.94 | 2,154 | 19.53 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 198,239 | 10.68 | 12,584 | 19.21 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 531,316 | 58.40 | 33,728 | 70.61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 185,896 | 2.33 | 11,801 | 10.22 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 283,140 | 51.16 | 17,974 | 62.81 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 23,555 | 4.57 | 1,495 | 12.66 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 8,633 | 4.39 | 548 | 12.53 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 67,277 | 124.20 | 4,271 | 190.87 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 9,394 | 21.61 | 596 | 30.99 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 83,670 | 157.73 | 5,311 | 177.63 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 5,627 | 1.17 | 357 | 9.17 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6,963 | 442 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10,114 | 108.45 | 642 | 125.26 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 320,129 | 4.54 | 20 | 11.11 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 77,443 | 72.51 | 4,916 | 85.75 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 229,278 | 13.36 | 14,555 | 22.10 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 8,959 | 32.55 | 1 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 8,155 | 1.34 | 518 | 9.07 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 32,822 | 4.94 | 2,084 | 13.02 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 71,636 | 24.81 | 4,547 | 34.41 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 6,945 | 8.60 | 446 | 23.27 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 31,363 | 32.42 | 1,991 | 42.65 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 191,292 | 62.10 | 12,143 | 96.11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 88,876 | 49.83 | 5,642 | 61.36 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 40,501 | 7.11 | 2,571 | 15.39 | ||||
| 2025-06-25 | NP | NAWGX - Voya Global Equity Fund Class A | 22,160 | 5,053.49 | 1,351 | 5,769.57 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 319,091 | 47.10 | 20,256 | 58.43 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 118,287 | 0.40 | 7,509 | 8.12 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 27,144 | 1,723 | ||||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 3,302 | 210 | ||||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 85,185 | 0.44 | 5,448 | 7.69 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8,416 | 6.71 | 534 | 15.09 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 106,522 | 58.61 | 6,762 | 70.82 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 44,248 | 41.77 | 2,809 | 52.69 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 4,818 | 28.86 | 306 | 38.64 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 20,908 | 48.34 | 1,327 | 59.88 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 56,055 | 24.70 | 3,558 | 34.31 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 32,011 | 4.25 | 2,032 | 12.33 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 5,220 | 0.89 | 331 | 8.88 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 241 | 2.55 | 0 | |||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 13,656 | 0.82 | 867 | 8.52 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 45,298 | 47.94 | 2,876 | 59.37 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 67,191 | 17.99 | 4,265 | 42.79 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 87,204 | 91.54 | 5,536 | 106.30 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 167,655 | 58.94 | 10,643 | 71.18 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 9,949 | 63.93 | 632 | 76.75 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 13,020 | 0.05 | 827 | 7.69 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 127,117 | 6.27 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 196,607 | 56.46 | 12,481 | 68.51 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 12,981 | 45.35 | 824 | 56.65 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 39,121 | 2.08 | 2,483 | 9.96 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1,065,950 | 5.24 | 67,667 | 13.35 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 8,294 | 19.51 | 527 | 28.61 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 7,740 | 0.14 | 491 | 7.91 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 3,253 | 206 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 35,184 | 37.17 | 2,233 | 47.78 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 80,721 | 1.67 | 4,758 | 14.21 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 266,498 | 61.54 | 17,554 | 80.54 | ||||
| 2025-08-26 | NP | IIFAX - Voya Balanced Income Portfolio Class ADV | 6,419 | 344.22 | 407 | 378.82 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 91,255 | 47.19 | 5,793 | 58.51 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 433,356 | 35.84 | 27,509 | 46.31 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 500 | 2.04 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 5,965 | 2.79 | 379 | 10.53 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 10,001 | 0.26 | 635 | 8.01 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 70,170 | 4.42 | 4,454 | 12.47 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 3,151 | 200 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 68,422 | 8.74 | 4,083 | 10.11 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 333,974 | 42.00 | 21,201 | 52.94 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 61,694 | 381.95 | 3,916 | 419.36 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 275,347 | 119.57 | 17,479 | 136.49 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 343,950 | 35.44 | 21,834 | 45.86 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 110,969 | 491.55 | 7,044 | 537.47 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 15,860 | 54.03 | 1,007 | 66.01 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 5,716 | 7.91 | 363 | 16.03 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 7,966 | 2.19 | 506 | 10.02 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 30,315 | 431.47 | 1,924 | 474.33 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 83,124 | 0.30 | 5,277 | 8.03 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 183,474 | 1.32 | 11,647 | 9.12 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 108,354 | 0.99 | 6,878 | 8.78 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 119,197 | 0.12 | 7,567 | 7.84 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 510,685 | 52.95 | 32,418 | 64.73 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 102,944 | 10.35 | 6,535 | 18.84 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1,424,050 | 52.08 | 90,399 | 63.79 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7,790 | 9.95 | 495 | 33.15 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 40,917 | 1.46 | 2,597 | 9.30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 460,056 | 82.46 | 29,204 | 96.51 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 456 | 2.24 | 29 | 7.69 | ||||
| 2025-07-25 | NP | COAVX - Columbia Overseas Value Fund Class A | 1,533,063 | 339.38 | 97,564 | 388.02 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 21,059 | 12.59 | 1,337 | 21.23 | ||||
| 2025-08-27 | NP | PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I | 312,940 | 19,865 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 25,091 | 27.56 | 1,593 | 37.36 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 976,092 | 5.63 | 61,962 | 13.77 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 23,432 | 9.32 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 13,166 | 836 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 385 | 2.39 | 24 | 9.09 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 71,633 | 52.37 | 4,547 | 64.15 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 154 | 10 | ||||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 70,775 | 2.97 | 4,493 | 10.89 | ||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 679,009 | 43.91 | 43,155 | 55.17 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 227,309 | 43.99 | 14,430 | 55.08 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 238,137 | 15,117 | ||||||
| 2025-08-07 | 13F | Keystone Financial Services | 344,429 | 68.66 | 21,864 | 81.66 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21,932 | 48.56 | 1,392 | 60.00 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 66,226 | 69.76 | 4,204 | 82.86 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 24,714 | 0.92 | 1,569 | 8.66 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 395,606 | 44.61 | 25 | 56.25 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 172,394 | 40.28 | 10,944 | 51.08 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 3,803 | 241 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 29,345 | 34.72 | 1,863 | 45.13 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5,986 | 42.02 | 380 | 53.23 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 70,738 | 10.79 | 4,490 | 19.32 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 77,936 | 6.31 | 4,947 | 14.51 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 992,574 | 41.65 | 63,009 | 52.56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,016 | 20.83 | 191 | 29.93 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 21,259 | 51.13 | 1,350 | 62.73 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 22,414 | 51.16 | 1,423 | 62.89 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 10,367 | 0.13 | 658 | 7.87 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 123,552 | 7,843 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 1,065,946 | 58.17 | 67,666 | 70.35 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 32,739 | 11.76 | 2,078 | 20.39 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 281,558 | 2.54 | 17,873 | 10.44 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 5,191 | 0.02 | 330 | 7.87 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14,384 | 913 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7,741 | 29.51 | 492 | 39.49 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 4,341 | 276 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 20,190 | 1,282 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 548,783 | 6.03 | 34,837 | 14.19 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 3,773 | 11.00 | 240 | 19.50 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3,597 | 228 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15,814,518 | 28.62 | 1,003,906 | 38.52 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3,872 | 246 | ||||||
| 2025-08-26 | NP | IGHSX - Voya Global Equity Portfolio Class S | 33,861 | 168.50 | 2,149 | 189.23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,871,651 | 17.99 | 119 | 26.88 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 7,676 | 71.49 | 487 | 85.17 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 630,080 | 24.65 | 39,997 | 34.25 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3,688 | 234 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 17,388 | 53.43 | 1,104 | 65.37 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 513,646 | 56.89 | 32,606 | 68.98 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,914,080 | 50.35 | 184,986 | 61.93 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7,171,045 | 41.61 | 455,218 | 52.51 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 18,025 | 2.20 | 1,144 | 10.11 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15,642 | 62.06 | 993 | 74.65 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 7,222 | 33.91 | 458 | 44.48 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 48,208 | 1.01 | 3,060 | 8.78 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 198,938 | 46.39 | 12,629 | 57.67 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6,482 | 34.68 | 411 | 45.23 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 230,726 | 2.07 | 14,647 | 9.93 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 66,280 | 30.48 | 4,207 | 40.51 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 3,963,000 | 296.70 | 251,571 | 252.07 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 62,719 | 33.41 | 3,981 | 43.72 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 4,750 | 302 | ||||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 4,581 | 291 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 41,609 | 36.32 | 2,641 | 46.89 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 159 | 9 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,565 | 2.95 | 226 | 10.78 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 6,993 | 45.51 | 444 | 56.54 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 25,520 | 8.08 | 1,620 | 16.46 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 3,198 | 203 | ||||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 467 | 30 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 14,621 | 25.15 | 928 | 34.88 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 44 | 3 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 384,065 | 55.52 | 24,380 | 67.50 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 79,689 | 10.79 | 5,059 | 19.32 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 69,854 | 45.13 | 4,434 | 56.35 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18,971 | 19.59 | 1,204 | 28.91 |
