Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di World Gold Trust - SPDR Gold MiniShares Trust meliputi Evergreen Quality Fund GP, Ltd., Capitolis Liquid Global Markets LLC, Main Street Research LLC, Bank Of Nova Scotia, Altfest L J & Co Inc, Sage Private Wealth Group, Llc, Us Financial Advisors, Llc, DiMeo Schneider & Associates, L.L.C., Quantum Financial Advisors, LLC, Royal Harbor Partners, LLC, Compass Wealth Management, LLC/GA, Pitcairn Co, Duncan Williams Asset Management, LLC, Apollon Wealth Management, LLC, Hutchinson Capital Management/ca, Guggenheim Capital Llc, Vantage Point Financial LLC, Hsbc Holdings Plc, Hutchinson Financial Advisors, INC, dan Freestone Capital Holdings, LLC .
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 | Boothbay Fund Management, Llc | 16,500 | 21.32 | 1,081 | 28.54 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 4,623 | 8.90 | 303 | 15.27 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 156,521 | 0.32 | 10,255 | 6.20 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 18,144 | 18.20 | 1,189 | 25.05 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 21,853 | 3.89 | 1,432 | 9.99 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 35,293 | 2,312 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,240 | 119.19 | 736 | 132.18 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 20,166 | 1,321 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 183,454 | 1.14 | 12,020 | 7.07 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 72,781 | 29.31 | 4,769 | 36.89 | ||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 298,673 | 90.75 | 19,569 | 101.95 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 96,609 | 1.58 | 6,330 | 7.53 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 6,900 | 455 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 3,267 | 214 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 40,516 | 15.04 | 2,655 | 21.80 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5,579 | 30.38 | 366 | 38.26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 215 | 14 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 33,691 | 35.56 | 2,207 | 43.50 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 53,858 | 8.20 | 3,529 | 14.55 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 69,276 | 1.17 | 4,539 | 7.08 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 7,528 | 493 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6,272 | 20.04 | 411 | 26.93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42,175 | 2,763 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 473 | 31 | ||||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 21,609 | 2.97 | 1,416 | 9.01 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 150,000 | 9,828 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9,071 | 594 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 46,040 | 3 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 13,764 | 902 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46,559 | 29.15 | 3,051 | 36.71 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 121,606 | 23.67 | 7,968 | 30.93 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 25,861 | 7.55 | 1,694 | 13.84 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 75,232 | 112.65 | 4,929 | 125.17 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 36,485 | 6.51 | 2,390 | 12.79 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 227,575 | 53.79 | 14,911 | 62.81 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 100 | 0 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,344,268 | 16.62 | 88,076 | 23.46 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6,399 | 56.42 | 419 | 65.61 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 707,000 | 46,323 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 27,942 | 7.61 | 1,831 | 13.88 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8,219 | 0.38 | 539 | 6.32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 470,899 | 15.74 | 31 | 20.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,386 | 10.35 | 91 | 16.88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 513,430 | 105.87 | 33,640 | 118.31 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 16,195 | 12.40 | 1,061 | 19.08 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4,992 | 327 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 458,114 | 0.70 | 30,016 | 6.61 | ||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 1,295,200 | 35.13 | 83,890 | 43.41 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 18,486 | 1,211 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 27,437 | 1,798 | ||||||
| 2025-08-04 | 13F | Balentine LLC | 15,616 | 1,023 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10,933 | 720.80 | 716 | 773.17 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 96,276 | 6.47 | 6,308 | 12.72 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 34,845 | 73.38 | 2,283 | 83.67 | ||||
| 2025-08-14 | 13F | Fullerton Fund Management Co Ltd | 704,331 | 112.46 | 46,148 | 124.92 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 118,722 | 30.19 | 7,779 | 37.81 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 3,176,866 | 16.40 | 208,148 | 23.23 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 21,891 | 0.00 | 1,434 | 5.91 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16,002 | 1,048 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,938 | 6.57 | 389 | 13.08 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 28,212 | 3.76 | 1,848 | 9.87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4,351 | 285 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 46,986 | 3.07 | 3,079 | 9.11 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 32,922 | 0.47 | 2,157 | 6.36 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6,219 | 44.49 | 407 | 53.01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 54,487 | 7.50 | 3,570 | 13.84 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 80,583 | 0.45 | 5,323 | 7.47 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 11,068 | 1.35 | 725 | 7.41 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 91,994 | 0.13 | 6,027 | 120,440.00 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4,706 | 308 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 418 | 28 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7,432 | 25.08 | 487 | 32.43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,135 | 74 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 57,000 | 0.62 | 3,735 | 6.50 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 36,190 | 98.98 | 2 | 100.00 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5,331 | 26.57 | 349 | 34.23 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 65,730 | 38.50 | 4,307 | 46.61 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 88,974 | 5.65 | 5,830 | 11.84 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 90,744 | 5,946 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 617,924 | 101.23 | 40,486 | 113.03 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 22,286 | 48.26 | 1,460 | 56.99 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4,214 | 276 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 7,926,715 | 1.75 | 519,358 | 7.72 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,650 | 305 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 74,672 | 1.36 | 4,892 | 7.30 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 45 | 3 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28,416 | 75.49 | 1,759 | 109.04 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 57,499 | 2.53 | 3,767 | 8.56 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 985 | 65 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 206,884 | 24.16 | 14 | 30.00 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 104,889 | 0.58 | 6,872 | 6.48 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5,059 | 0.62 | 331 | 6.43 | ||||
| 2025-08-14 | 13F | Evergreen Quality Fund GP, Ltd. | 1,520,300 | 99,610 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 59,518 | 74.72 | 3,900 | 84.96 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 31,216 | 108.61 | 2,045 | 120.84 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5,511 | 361 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 4,490 | 4.98 | 294 | 11.36 | ||||
| 2025-08-26 | NP | BTGD - STKD Bitcoin & Gold ETF | 38,301 | 30.72 | 2,509 | 38.39 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,172 | 205 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59,973 | 36.84 | 3,929 | 44.87 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 147,096 | 10.37 | 9,638 | 16.84 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 70,131 | 4.26 | 4,595 | 10.35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 56,931 | 24.38 | 3,730 | 31.71 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3,599 | 236 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8,720 | 16.05 | 571 | 22.80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,079,765 | 20.59 | 70,748 | 27.66 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 36,424 | 1,405.12 | 2,254 | 1,703.20 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 41,949 | 131.17 | 2,748 | 144.70 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 32,772 | 121.90 | 2,147 | 134.90 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 53,949 | 0.65 | 3,535 | 6.54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56,492 | 1.55 | 3,701 | 7.52 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3,074 | 201 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 561 | 1,022.00 | 0 | |||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 59,204 | 0.95 | 3,879 | 6.89 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 126,347 | 56.68 | 8,278 | 65.89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 46,982 | 10.85 | 3,043 | 17.67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 255,375 | 6.11 | 16,732 | 12.34 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 400,000 | 26,208 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,002,538 | 7.75 | 65,686 | 14.07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25,656 | 868.88 | 1,681 | 860.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3,152 | 207 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 13,136 | 861 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 22,093 | 1,448 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5,155 | 336 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 15,847 | 1,026 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 128,451 | 5,959.01 | 8 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8,470 | 555 | ||||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 175,961 | 11,529 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23 | 2 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 383,863 | 9.22 | 25,151 | 15.63 | ||||
| 2025-08-12 | 13F | Bokf, Na | 400 | 26 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18,127 | 97.25 | 1,188 | 108.98 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1,181,448 | 4.48 | 77,409 | 10.61 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 53 | 3 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,855 | 0.16 | 122 | 6.14 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 73,470 | 41.45 | 4,814 | 49.75 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria Inflation Sensitive ETF | 75,222 | 50.96 | 4,929 | 59.84 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,781 | 82.10 | 510 | 92.80 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 221,200 | 25.54 | 14,493 | 34.78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 212,737 | 501.60 | 13,939 | 537.02 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 6,191 | 406 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 76,654 | 2.63 | 5,022 | 8.65 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 3,841 | 252 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 476 | 31 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 96,619 | 6,330 | ||||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 1,210,225 | 4.79 | 79,294 | 10.93 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 125 | 8 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 8,945 | 586 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 21,217 | 34.26 | 1,390 | 42.13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,688 | 187.14 | 1,159 | 203.94 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,066,263 | 7.33 | 69,862 | 13.63 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 26,225 | 36.02 | 1,718 | 44.01 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 25,977 | 4.71 | 1,702 | 10.88 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 4,948 | 324 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 469,752 | 4,571.82 | 31,130 | 4,609.53 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 214,397 | 16.95 | 14,047 | 23.81 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 92,463 | 6 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 195,083 | 12,782 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2,841 | 309 | ||||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 10,000 | 655 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 20 | 100.00 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,429,541 | 10.43 | 159,121 | 17.41 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 107,086 | 49.51 | 7,016 | 58.30 | ||||
| 2025-06-10 | NP | LFTEX - Lincoln Inflation Plus Fund Class I | 7,200 | 470 | ||||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1,535,510 | 9.48 | 100,607 | 15.90 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 3,262 | 214 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 692,544 | 7.52 | 45,375 | 13.82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14,105 | 1,641.36 | 924 | 1,785.71 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 82,139 | 20.36 | 5,348 | 26.98 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 5,111 | 13.96 | 336 | 16.72 | ||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 360,915 | 488.10 | 23,647 | 522.62 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 3 | 0 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 225,369 | 1.81 | 15,079 | 10.07 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Bank of Marin | 11,024 | 722 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 108 | 7 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 10,138 | 17.73 | 664 | 24.81 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26,244 | 1,720 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 50,382 | 20.99 | 3,301 | 28.09 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,185 | 6.08 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 49,530 | 145.47 | 3,273 | 164.81 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 248,733 | 11.15 | 16,297 | 17.67 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 11,481 | 75.26 | 752 | 85.68 | ||||
| 2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A | 753,819 | 6.30 | 49,390 | 12.54 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 26,245 | 37.62 | 1,720 | 45.68 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18,819 | 203.04 | 1,233 | 221.09 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 108,435 | 77.15 | 7,105 | 87.54 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13,956 | 23.52 | 914 | 30.76 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5,187 | 340 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,112 | 3.92 | 269 | 10.25 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 19,947 | 13.31 | 1,307 | 19.93 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 595 | 41.67 | 39 | 52.00 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 656 | 43 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 13,897 | 0.55 | 911 | 1.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19,892 | 132.74 | 1,303 | 146.78 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 236,683 | 0.45 | 15,507 | 11.34 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 23,389 | 2.85 | 1,532 | 8.88 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7,885 | 18.25 | 523 | 19.18 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7,030,213 | 2.71 | 460,620 | 8.74 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 99,628 | 6,166 | ||||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3,670 | 0.30 | 240 | 6.19 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3,845 | 252 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 4,000 | 262 | ||||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 20,809 | 1,363 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 19,342 | 2.51 | 1,267 | 8.57 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 473 | 476.83 | 29 | 625.00 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 126,953 | 1.85 | 8,318 | -1.60 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 26,462 | 51.20 | 1,734 | 60.02 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 227 | 187.34 | 14 | 250.00 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 75,196 | 2.69 | 4,927 | 8.69 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52,772 | 686.12 | 3,458 | 733.01 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6,334 | 1,090.60 | 410 | 1,181.25 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19,348 | 1,268 | ||||||
| 2025-08-14 | 13F | State Street Corp | 2,695,268 | 0.31 | 176,594 | 6.20 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4,812 | 8.53 | 315 | 14.96 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 10,487 | 2.58 | 687 | 8.70 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 525,606 | 11.78 | 34,438 | 18.34 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,301 | 60.16 | 544 | 69.69 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8,643 | 11.59 | 566 | 18.16 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 99,251 | 27.83 | 6,503 | 35.32 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 124,030 | 5,137.75 | 2 | -99.32 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 4,863 | 319 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 24,416 | 1,599 | ||||||
| 2025-07-14 | 13F | Caitlin John, LLC | 19,402 | 72.26 | 1,271 | 82.35 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 981,946 | 9.18 | 64,337 | 15.58 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7,434 | 70.47 | 487 | 81.04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,864 | 45.92 | 450 | 84.02 | ||||
| 2025-08-15 | 13F | Semper Augustus Investments Group Llc | 17,001 | 4.82 | 1,114 | 10.97 | ||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 1,545,400 | 40.16 | 100,822 | 61.73 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 15,346 | 1,005 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,751,233 | 4.79 | 114,741 | 10.94 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 20,497 | 1.82 | 1,368 | 4.11 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 28,537 | 5.54 | 1,870 | 11.72 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 601,421 | 73.67 | 39,399 | 83.83 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 14,113 | 21.52 | 925 | 28.69 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 134,697 | 4.40 | 8,826 | 10.53 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 19,731 | 20.08 | 1,293 | 27.17 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 28 | 3.70 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 637,414 | 3,304.26 | 41,763 | 3,506.48 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 595,607 | 25.09 | 39,024 | 32.42 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,955 | 2.64 | 194 | 8.43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26,506 | 105.31 | 1,737 | 117.27 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4,286 | 0 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 66,259 | 0.16 | 4,341 | 6.03 | ||||
| 2025-08-13 | 13F | CMC Financial Group | 3,427 | 225 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 22,019 | 1,443 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 8,175 | 3.42 | 536 | 9.41 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 14,175 | 667.46 | 929 | 714.04 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 66,399 | 4.12 | 4,350 | 10.21 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 268,994 | 2.66 | 17,525 | 1.04 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5,128,539 | 336,022 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 50,876 | 22.14 | 3,333 | 29.29 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 24,953 | 41.51 | 1,635 | 49.77 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 913 | 0.55 | 60 | 5.36 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 7,872 | 516 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 10,779 | 706 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 662,568 | 1.15 | 43,411 | 7.08 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7,791 | 510 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 1 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 83,613 | 24.84 | 5,478 | 32.16 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 468,121 | 1.91 | 30,671 | 7.89 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 3,200 | 210 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3,837 | 251 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 79,918 | 22.35 | 5,236 | 29.54 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 2,211,620 | 42.95 | 144,905 | 51.34 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 315 | 21 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 147,373 | 9,656 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 57,570 | 5.99 | 3,772 | 11.93 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 3,533 | 231 | ||||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 2,926 | 1.63 | 165 | 9.27 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 7 | 0.00 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 59,590 | 9.52 | 3,904 | 15.95 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,348,849 | 27.74 | 88,377 | 35.23 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 11,040 | 7.72 | 723 | 14.04 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 37,402 | 5.90 | 2,451 | 12.13 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4,711 | 309 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 54,776 | 293.36 | 3,569 | 314.40 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 12,724 | 834 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 1,292,149 | 85 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 204,826 | 9.10 | 13,331 | 16.29 | ||||
| 2025-07-07 | 13F | Medici Capital Llc | 204,026 | 10.86 | 13,368 | 17.37 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 671 | 44 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4,938 | 324 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 10,375 | 680 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,000 | 66 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3,091 | 203 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 4,996 | 4.58 | 327 | 10.85 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,263 | 101.11 | 83 | 115.79 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 42,431 | 1.26 | 2,780 | 7.21 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 12,315 | 43.98 | 807 | 52.36 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 155,170 | 136.60 | 10,167 | 150.52 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 51,459 | 48.34 | 3,372 | 57.08 | ||||
| 2025-07-17 | 13F | KWB Wealth | 77,617 | 90.14 | 4,804 | 126.34 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 22,492 | 1,474 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,455 | 292 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 4,204 | 275 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 145,756 | 65.77 | 9,550 | 75.50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4,442 | 31.77 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 2,600 | 170 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 11,713 | 39.81 | 769 | 40.33 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 440,498 | 0.03 | 28,861 | 5.90 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 259,230 | 60.30 | 16,985 | 69.70 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 3,072 | 201 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 396,942 | 6.89 | 26,008 | 13.16 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 135,221 | 0.25 | 8,860 | 6.13 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 18,798 | 59.81 | 1,232 | 69.09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,986 | 2,535.64 | 523 | 2,805.56 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 148 | 10 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 83,169 | 2.95 | 5,449 | 9.00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 82,864 | 7.38 | 5,429 | 13.70 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 21,269 | 56.54 | 1,394 | 65.83 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5,840 | 26.30 | 383 | 33.57 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 13,497 | 6.32 | 884 | 12.61 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 316 | 21 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4,146 | 272 | ||||||
| 2025-07-30 | NP | LENS - Sarmaya Thematic ETF | 7,365 | 61.73 | 480 | 86.77 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4,990 | 327 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 3,734 | 1.00 | 245 | 7.02 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5,400 | 44.39 | 354 | 52.81 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 6,823 | 22.85 | 447 | 30.32 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 23,242 | 17.31 | 1,523 | 24.14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3,613 | 237 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 38,148 | 34.25 | 2,499 | 42.15 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 12,605 | 826 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9,516 | 24.31 | 624 | 31.71 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,821 | 6.35 | 316 | 12.50 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 58,965 | 3,863 | ||||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 4,289 | 184.61 | 280 | 236.14 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 47 | 3 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2,184 | 3.56 | 143 | 10.00 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 15,176 | 994 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 29 | 93.33 | 2 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 453 | 30 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 874 | 0.34 | 57 | 7.55 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 44,296 | 4.55 | 2,902 | 10.68 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 23,753 | 0.19 | 1,556 | 6.07 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 60,134 | 69.11 | 3,940 | 79.05 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,058 | 200 | ||||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 103,557 | 0.93 | 6,785 | 6.87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 207,509 | 2.41 | 13,596 | 8.42 | ||||
| 2025-07-16 | 13F | Novem Group | 3,366 | 221 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 25,437 | 1,667 | ||||||
| 2025-08-13 | 13F | Groupe la Francaise | 300 | 20 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 152,610 | 82.06 | 9,999 | 92.77 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3,087 | 202 | ||||||
| 2025-08-05 | 13F | Main Street Research LLC | 448,487 | 29,385 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 8,032 | 526 | ||||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 96,247 | 1.13 | 6,306 | 7.06 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7,174 | 88.59 | 470 | 100.00 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 9,219 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,250,561 | 23.78 | 81,937 | 31.04 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 7,277 | 1.04 | 477 | 6.97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,351,023 | 234.13 | 285,079 | 253.73 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 581 | 38 | ||||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 243,192 | 2.05 | 15,934 | 8.03 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 25,311 | 4.58 | 1,658 | 10.75 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 6 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2,162 | 13.02 | 142 | 19.49 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 9,301 | 6.91 | 609 | 13.20 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 64,376 | 4,218 | ||||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 10,054 | 8.83 | 659 | 15.24 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 50,388 | 3.95 | 3,301 | 10.03 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 234 | 9.35 | 15 | 15.38 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 69,966 | 2.91 | 4,584 | 8.96 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 22,477 | 1,473 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 16,051 | 57.35 | 1,052 | 66.56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 196,813 | 7.01 | 13 | 9.09 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 20,358 | 3.25 | 1,334 | 9.26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 31 | 6.90 | 2 | 100.00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 30,845 | 6.70 | 2,021 | 12.91 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 101,121 | 2.84 | 6,625 | 8.87 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 24,876 | 48.04 | 1,630 | 56.63 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,730 | 6.70 | 310 | 12.77 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 372,397 | 36.05 | 24,399 | 44.03 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 139,967 | 7.15 | 9,171 | 13.43 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,408 | 354 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17,331 | 14.36 | 1,136 | 21.13 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 922,651 | 1.80 | 60,452 | 7.77 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16,498 | 8.40 | 1,090 | 9.55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30,730 | 24.20 | 2,013 | 31.48 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 2,617 | 86.13 | 174 | 98.85 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 189,200 | 40.98 | 12,396 | 49.26 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 12,976 | 850 | ||||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 7,040 | 461 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 28,419 | 2.91 | 1,862 | 8.95 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29,509 | 24.78 | 1,933 | 32.13 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,570 | 103 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 4,386 | 287 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15,553 | 146.40 | 1,019 | 161.28 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 25,310 | 2.52 | 1,658 | 8.58 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 5,760 | 1.32 | 0 | |||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 4,055,562 | 1.28 | 265,720 | 7.22 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5,831 | 382 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3,965 | 20.85 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1,089,506 | 9.32 | 71,384 | 15.73 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 352,788 | 2.74 | 23,115 | 8.77 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 424,871 | 2.33 | 27,838 | 8.33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8,266 | 542 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 48,244 | 6.50 | 3,161 | 12.74 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 168 | 68.00 | 11 | 83.33 |
