Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Russell 1000 Growth ETF meliputi Midwest Trust Co, MXLGX - Great-West Large Cap Growth Fund Investor Class, B&D White Capital Company, LLC, Ryan Investment Management, Inc., Presper Financial Architects, LLC, Summit Wealth Group Llc / Co, Clarion Wealth Managment Partners, LLC, Fiduciary Wealth Partners, LLC, Woodline Partners LP, MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class, Tactive Advisors, LLC, Maseco Llp, October Effect Ltd, Miramar Fiduciary Corp, Crumly & Associates Inc., Harbor Asset Planning, Inc., Quantinno Capital Management LP, Strathmore Capital Advisors, Inc., Kesler, Norman & Wride, LLC, dan Aufman Associates Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Coastline Trust Co | 2,910 | 10.52 | 1,236 | 30.00 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 178,959 | 0.32 | 66,274 | -6.08 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 904 | 0.11 | 384 | 17.48 | ||||
| 2025-08-01 | 13F | First National Trust Co | 9,793 | 13.34 | 4,158 | 33.28 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 15,590 | 5.80 | 6,619 | 24.39 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 218,309 | 5.62 | 92,690 | 24.19 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 19,821 | 0.65 | 8,416 | 18.35 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 539 | 229 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 150 | 64 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 1,373 | 1 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2,979 | 1.22 | 1,265 | 19.02 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 216,816 | 1.02 | 92,056 | 18.78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5,462 | 2,459 | ||||||
| 2025-04-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 509 | 1,111.90 | 201 | 1,328.57 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1,191 | 0.17 | 506 | 17.72 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 495 | 210 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,396 | 98.70 | 3 | 100.00 | ||||
| 2025-07-23 | 13F | Clark & Stuart, Inc | 9,095 | 2.17 | 3,862 | 20.13 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 3,569 | 20.25 | 1,515 | 41.46 | ||||
| 2025-07-23 | 13F | New England Professional Planning Group Inc. | 1,417 | 77.57 | 602 | 108.68 | ||||
| 2025-08-14 | 13F | ArrowMark Colorado Holdings LLC | 610 | 259 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 6,941 | 0.90 | 2,947 | 18.69 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 9,117 | 0.42 | 3,871 | 18.06 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 956 | 345 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 200 | 85 | ||||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 8,715 | 51.17 | 2,448 | 17.59 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 20,053 | 0.95 | 8,661 | 17.45 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 56,061 | 6.43 | 23,802 | 25.15 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 6 | 50.00 | 3 | 100.00 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 253 | 63.23 | 107 | 94.55 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1,214,533 | 1.11 | 515,686 | 18.90 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 502 | 213 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 204,300 | 319.51 | 86,742 | 393.27 | |||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 10,597 | 23.38 | 4,499 | 45.08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 84,127 | 35,719 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 94,287 | 7.98 | 40 | 29.03 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 2,136 | 0.95 | 907 | 18.59 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 525 | 223 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 9,977 | 1.53 | 4,236 | 19.39 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13,443 | 5.86 | 5,708 | 24.47 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 58,225 | 1.53 | 24,721 | 19.38 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3,343 | 2.51 | 1,419 | 20.56 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 26 | 11 | ||||||
| 2025-08-08 | 13F | Creative Planning | 467,125 | 0.97 | 198,332 | 18.73 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 520 | 221 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 115,114 | 0.08 | 48,875 | 17.68 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 6,981 | 36.67 | 2,964 | 60.68 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 1,102 | 468 | ||||||
| 2025-07-24 | 13F | Baxter Bros Inc | 505 | 214 | ||||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 36,237 | 57.24 | 15,385 | 90.74 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 6,180 | 18.62 | 2,624 | 39.45 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 707 | 9.61 | 255 | -1.54 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 487 | 207 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7,269 | 5.04 | 3,086 | 23.54 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 2,723 | 13.79 | 1,156 | 33.80 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 7,220 | 27.74 | 3,066 | 50.25 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 578 | 0.87 | 245 | 18.93 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 135,310 | 7.64 | 57,450 | 26.57 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5,954 | 1.33 | 2,528 | 19.14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 105,008 | 244.19 | 44,601 | 304.68 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 873 | 371 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 138 | 59 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 3,901 | 17.85 | 1,656 | 38.58 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 1,448 | 615 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 52 | 19 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 6,548 | 5.80 | 2,780 | 24.44 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4,759 | 2 | ||||||
| 2025-07-30 | 13F | ARK Investment Management LLC | 710 | 1,265.38 | 302 | 1,572.22 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3,341 | 25.93 | 1,419 | 48.02 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1,184 | 2.42 | 503 | 20.38 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 19,896 | 8.41 | 8,447 | 27.48 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 476 | 202 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 33 | 14 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1,615 | 29.82 | 686 | 52.56 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 61,884 | 0.49 | 26,275 | 18.16 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 2,404 | 8.29 | 868 | -2.58 | ||||
| 2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 1,132 | 6.09 | 481 | 24.68 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5,671 | 30.79 | 2,408 | 38.25 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 651 | 2.20 | 276 | 20.00 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 10,136 | 6.67 | 4,303 | 25.45 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 496 | 211 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 2,234 | 6.69 | 949 | 25.40 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2,219 | 0.14 | 942 | 17.75 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8,105 | 0.07 | 3,441 | 17.68 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 3,160 | 27.16 | 1,342 | 49.50 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 19,738 | 99.58 | 8,380 | 134.67 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 7,015 | 0.16 | 2,979 | 17.75 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1,096 | 17.47 | 465 | 38.39 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 5,029 | 26.45 | 2,135 | 48.68 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 816 | 343 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 14,773 | 173.32 | 6,278 | 240.03 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 529 | 225 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 3,032 | 1.00 | 1,287 | 18.84 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2,170 | 58.74 | 921 | 86.82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 69,367 | 2.37 | 29,466 | 20.43 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 37,589 | 1.83 | 15,960 | 19.73 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 15,464 | 486.65 | 6,566 | 590.33 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 17,500 | 392.40 | 7,430 | 479.11 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 867 | 368 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 482 | 20.20 | 205 | 41.67 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 530 | 225 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 14,673 | 32.50 | 6,230 | 55.76 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 540 | 229 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 3,790 | 3.50 | 1,609 | 21.71 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 2,885 | 4.11 | 1,225 | 22.40 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2,705 | 0.07 | 1,148 | 17.62 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 894 | 12.88 | 380 | 32.98 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 818 | 9.07 | 347 | 28.52 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 15,737 | 63.13 | 7 | 100.00 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1,353 | 0.07 | 574 | 17.62 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3,724 | 3.24 | 1,581 | 21.43 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 3,447 | 0.12 | 1,464 | 17.70 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 480 | 203 | ||||||
| 2025-08-21 | NP | MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class | 7,678 | 3,260 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 1,861 | 0.05 | 790 | 17.73 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 14,298 | 23.80 | 6,071 | 45.56 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 480 | 204 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 154 | 670.00 | 65 | 828.57 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1,766 | 330.73 | 750 | 406.08 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 2,288 | 44.08 | 972 | 69.46 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 3,577 | 13.59 | 1,519 | 33.51 | ||||
| 2025-08-14 | 13F | Comerica Bank | 650,888 | 1.96 | 276,354 | 19.88 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 670 | 284 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 1,414 | 6.96 | 600 | 25.79 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 720 | 0.14 | 306 | 17.76 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | Put | 2,400 | 1,019 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1,812 | 770 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 188,677 | 2.25 | 80,108 | 20.23 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 525 | 223 | ||||||
| 2025-07-14 | 13F | Enzi Wealth | 505 | 216 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 110 | 254.84 | 47 | 318.18 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 383 | 163 | ||||||
| 2025-07-18 | 13F | Brookmont Capital Management | 3,852 | 0.18 | 1,635 | 17.80 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 665,839 | 4.40 | 282,702 | 22.75 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 899 | 0.11 | 382 | 17.59 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 593 | 0.17 | 252 | 17.84 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 224,830 | 153.62 | 95,458 | 168.14 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,112,830 | 0.44 | 1,321,645 | 18.10 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2,036 | 0.05 | 864 | 17.71 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,107 | 0.62 | 895 | 18.25 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 2,242 | 11.21 | 952 | 30.81 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,674,902 | 5.21 | 711,129 | 23.71 | ||||
| 2025-08-11 | 13F | Harold Davidson & Associates Inc. | 647 | 275 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 109,126 | 2.87 | 46,333 | 20.95 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,313 | 618.83 | 1,819 | 741.67 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 59 | 25 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 6,554 | 0.09 | 2,783 | 17.68 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 9,548 | 18.49 | 4,054 | 39.33 | ||||
| 2025-07-28 | NP | VCBCX - Blue Chip Growth Fund | 25,008 | 16.12 | 9,989 | 17.53 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 69,420 | 62.14 | 29,475 | 90.65 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 673,593 | 4.26 | 285,994 | 22.59 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2,729,778 | 15.78 | 1,159,009 | 36.14 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 690 | 7.81 | 293 | 26.41 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 6,366 | 1.71 | 3 | 0.00 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1,102 | 187.73 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 45,129 | 46.02 | 19,272 | 70.09 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 7,666 | 900.78 | 3,255 | 1,078.99 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 4,755 | 1.15 | 2,019 | 18.92 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 46,557 | 9.48 | 19,767 | 37.92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,489,415 | 6.38 | 1,481,536 | 25.09 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 2,087 | 0.10 | 886 | 13.30 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 392,067 | 5.37 | 166,464 | 23.90 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1,403 | 605 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,385,164 | 0.15 | 1,437,273 | 17.76 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,697 | 7.47 | 747 | 26.40 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8,854 | 23.68 | 3,759 | 45.42 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 7,405 | 0.05 | 3,144 | 17.66 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 7,649 | 1.32 | 3,248 | 19.16 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 12,044 | 1.25 | 5,114 | 19.07 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 829 | 352 | ||||||
| 2025-07-18 | 13F | Ami Asset Management Corp | 67,154 | 225.22 | 28,512 | 282.40 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 39,084 | 3.88 | 16,594 | 18.81 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 150,588 | 0.31 | 63,937 | 17.95 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1,973 | 217.20 | 712 | 185.94 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 543 | 231 | ||||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 22,995 | 10.29 | 9,763 | 29.67 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 20,010 | 55.56 | 8,496 | 82.92 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 40,602 | 530.56 | 17,239 | 641.42 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 5,296 | 2.08 | 2,248 | 20.02 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 21,318 | 2.86 | 9,051 | 20.95 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 1,332 | 12.50 | 566 | 32.32 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 270,073 | 1.53 | 114,667 | 19.39 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 494 | 210 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 3,651 | 0.08 | 1,550 | 17.69 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 610 | 259 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 1,193 | 8.75 | 507 | 27.78 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 81,818 | 1.42 | 34,738 | 19.26 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 54,260 | 14.45 | 23,038 | 34.57 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 848 | 360 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 22,261 | 1.56 | 9,451 | 19.41 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 789 | 17.24 | 335 | 37.45 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 3,852 | 7.15 | 1,635 | 25.96 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 1,450 | 13.28 | 616 | 33.12 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 44,636 | 4.60 | 18,951 | 22.99 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 13,266 | 14.23 | 5,632 | 34.32 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 538 | 226 | ||||||
| 2025-06-17 | NP | CFGRX - The Growth Fund Shares | 22,980 | 37.65 | 8,429 | 23.34 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,019 | 5.93 | 433 | 11.92 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 5,145 | 2.45 | 2,184 | 20.46 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 13,978 | 2.74 | 5,935 | 20.81 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1,554 | 72.28 | 680 | 115.87 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 1,220 | 0.99 | 518 | 18.58 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 5,615 | 10.31 | 2,384 | 29.78 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 6,280 | 0.61 | 2,666 | 18.33 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 2,246 | 0.09 | 954 | 17.65 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 113,274 | 5.15 | 48,094 | 23.64 | ||||
| 2025-08-21 | NP | MXLGX - Great-West Large Cap Growth Fund Investor Class | 95,414 | 40,511 | ||||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 3,215 | 157.41 | 1,365 | 202.66 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 428,014 | 9.44 | 181,726 | 28.68 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 1,412 | 4.83 | 600 | 23.25 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 1,380 | 92.47 | 586 | 126.74 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 2,400 | 1,019 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 12,218 | 5,187 | ||||||
| 2025-07-17 | 13F | First County Bank /CT/ | 983 | 0.20 | 417 | 17.80 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 29,785 | 36.70 | 12,646 | 60.73 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3,378 | 55.45 | 1,434 | 82.91 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 46,214 | 0.70 | 19,622 | 18.41 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5,297 | 20.47 | 2,249 | 41.71 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4,795 | 26.22 | 2,036 | 48.43 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 519 | 0.97 | 220 | 18.92 | ||||
| 2025-07-16 | 13F | Randolph Co Inc | 503 | 214 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 10,606 | 0.36 | 4,503 | 18.03 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 18,262 | 3.73 | 7,754 | 21.96 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 15,554 | 0.41 | 6,604 | 18.08 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,405 | 32.34 | 1,446 | 55.54 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 653 | 7.05 | 277 | 25.91 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 835 | 0.12 | 355 | 17.61 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 58,215 | 0.94 | 24,717 | 18.68 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 69 | 60.47 | 29 | 93.33 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 5,033 | 43.27 | 2,137 | 68.45 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8,630 | 27.62 | 3,664 | 50.10 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 6,508 | 2.46 | 2,763 | 20.50 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 97,313 | 0.19 | 41,317 | 17.80 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 11,755 | 0.08 | 4,991 | 17.66 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 37,059 | 0.88 | 15,735 | 18.61 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 8,059 | 0.49 | 3,422 | 18.13 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 6,872 | 2,918 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 791 | 32.27 | 336 | 55.81 | ||||
| 2025-07-02 | 13F | InvesTrust | 9,163 | 0.19 | 3,890 | 17.81 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2,560,776 | 1.10 | 1,087,303 | 18.90 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 25,585 | 32.86 | 10,863 | 42.96 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 72,213 | 0.11 | 30,660 | 17.72 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 298 | 127 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8,078 | 1.13 | 3,430 | 6.92 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 710 | 2.16 | 302 | 19.44 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 281,103 | 3.93 | 119,351 | 26.25 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 528 | 224 | ||||||
| 2025-08-13 | 13F | Capital Research Global Investors | 658 | 2.65 | 277 | 19.91 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 59 | 25 | ||||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 3,686 | 2.79 | 1,565 | 20.87 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 723 | 0 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1,149 | 5.70 | 488 | 24.23 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 1,981 | 0.10 | 841 | 17.79 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 76,709 | 739.91 | 32,569 | 887.81 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 1,270 | 4.35 | 539 | 22.78 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2,824 | 2.95 | 1,199 | 21.11 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 574 | 244 | ||||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 1,414 | 0.14 | 625 | 22.79 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 12,735 | 0.20 | 5,407 | 17.80 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 777 | 6.58 | 330 | 25.10 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 797 | 0.13 | 338 | 17.77 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 311 | 2,292.31 | 132 | 3,200.00 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 625 | 266 | ||||||
| 2025-05-19 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class | 14,886 | 142.32 | 5,375 | 117.96 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 24,610 | 9.42 | 10,455 | 28.74 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 4,049 | 1,719 | ||||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 523 | 222 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 1,437 | 0.07 | 610 | 17.76 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 9,271 | 1.23 | 3,936 | 19.06 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 2,861 | 52.99 | 1,215 | 79.85 | ||||
| 2025-08-14 | 13F | Qalhat Capital Ltd | 250,930 | 10.46 | 106,540 | 29.88 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 22,032 | 7.34 | 9,354 | 26.22 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 10,719 | 13.02 | 4,551 | 32.89 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 4,954 | 280.20 | 2,103 | 347.45 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 84,016 | 1.10 | 35,672 | 18.88 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 12,448 | 1.05 | 5,285 | 17.92 | ||||
| 2025-08-14 | 13F | Xponance, Inc. | 26,555 | 104.87 | 11,275 | 140.90 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48,407 | 28.52 | 20,526 | 51.15 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,093 | 1,887.27 | 464 | 2,342.11 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 3,716 | 12.61 | 1,578 | 32.41 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 88,614 | 0.66 | 37,624 | 18.36 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,544 | 385.46 | 3,203 | 470.94 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 7,490 | 100.00 | 3,180 | 135.21 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 11,398 | 78.40 | 4,839 | 109.84 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 543 | 231 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75,137 | 1.79 | 31,902 | 19.68 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4,305 | 2.57 | 1,828 | 17.27 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 10,697 | 4,542 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1,284 | 43.30 | 545 | 68.73 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 163 | 11.64 | 69 | 32.69 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 1,241 | 10.70 | 527 | 30.20 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2,038 | 3.61 | 865 | 21.83 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1,908 | 1.06 | 810 | 18.94 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 4,366 | 4.68 | 1,854 | 23.04 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 125 | 525.00 | 53 | 657.14 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 1,700 | 0.29 | 722 | 17.81 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 58,600 | 72.10 | 24,880 | 102.36 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15,264 | 38.63 | 6,481 | 63.02 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 12,701 | 395.94 | 5,393 | 483.55 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 736 | 312 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,130 | 1.31 | 5,150 | 19.11 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 529 | 225 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | Put | 400 | 170 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 290,695 | 39.49 | 123,423 | 64.01 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 759 | 2.43 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 1,136 | 482 | ||||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 562 | 239 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12,928 | 6.73 | 5,489 | 25.50 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 3,935 | 74.89 | 1,671 | 105.67 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 19,037 | 15.64 | 8,083 | 35.97 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4,459 | 63.45 | 1,893 | 92.18 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 2,017 | 1.87 | 856 | 19.89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25,303 | 21.07 | 10,743 | 42.37 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 24,025 | 2,442.33 | 10 | |||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1,307 | 6.52 | 472 | -4.27 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 17,987 | 5.35 | 7,918 | 28.43 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 2,008 | 4.37 | 853 | 22.77 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 652 | 277 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 2,872 | 15.57 | 1,219 | 35.90 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1,643 | 698 | ||||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 1,842 | 0.05 | 782 | 17.77 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 893 | 51.10 | 379 | 77.93 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 753 | 320 | ||||||
| 2025-05-29 | NP | SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 | 273,923 | 492.73 | 98,911 | 432.98 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 19,941 | 8,467 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 112,779 | 14.89 | 47,884 | 35.09 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 741 | 315 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 19,918 | 2,181.56 | 8,457 | 2,584.44 | ||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 705 | 283 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 545 | 231 | ||||||
| 2025-08-01 | 13F | Providence First Trust Co | 1,877 | 0.05 | 797 | 17.58 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 476,161 | 9.74 | 202,168 | 29.04 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2,462 | 9.71 | 1,045 | 29.01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 55,118 | 1.19 | 23,402 | 18.98 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1,395 | 7.81 | 592 | 26.77 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2,618 | 0.50 | 1,122 | 23.16 | ||||
| 2025-06-25 | NP | WCCFX - Wells Fargo WealthBuilder Conservative Allocation Fund Class C | 488 | 5.17 | 179 | -5.82 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 33,022 | 2.88 | 14,021 | 20.98 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 73,049 | 4.21 | 31,015 | 22.54 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 1,275 | 3.74 | 541 | 22.12 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 354,660 | 0.41 | 150,582 | 18.06 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 7,154 | 44.23 | 3,037 | 303,600.00 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 925 | 393 | ||||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 1,137 | 483 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 80,572 | 24.01 | 34,209 | 45.82 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 180,225 | 0.96 | 76,520 | 18.72 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 485 | 206 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 3,999 | 1.60 | 1,686 | 19.17 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 544 | 231 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 2,394 | 0.93 | 1 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,671 | 1,134 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4,283 | 478.78 | 413 | 54.31 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 5,984 | 2.26 | 2,669 | 29.45 | ||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1,082 | 0.09 | 459 | 17.69 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 7,096 | 8.35 | 3,013 | 27.41 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5,826 | 4.22 | 2,474 | 22.55 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 15,287 | 1.48 | 6,491 | 19.32 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 1,433 | 107.38 | 608 | 144.18 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 321,419 | 13.86 | 116,779 | 14.40 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18,871 | 8.32 | 8,012 | 27.38 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3,185 | 1.89 | 1,352 | 19.86 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 8,718 | 17.35 | 3,701 | 37.99 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 203,692 | 0.04 | 86,483 | 17.63 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 130,208 | 0.00 | 55,284 | 17.59 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 141,890 | 1.67 | 60,243 | 19.54 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 2,103 | 111.78 | 893 | 149.16 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 20,008 | 5.68 | 8,495 | 24.25 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 15,738 | 1.20 | 6,682 | 19.00 | ||||
| 2025-08-25 | NP | MPGAX - MassMutual Premier Disciplined Growth Fund Class A | 11,811 | 139.62 | 5,015 | 179.18 | ||||
| 2025-07-25 | 13F | Oak Ridge Investments Llc | 1,337 | 568 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 10,487 | 1.28 | 4,453 | 19.10 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 10,867 | 148.22 | 4,614 | 191.96 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 515 | 0 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 8,580 | 15.46 | 3,643 | 35.74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22,481 | 18.20 | 9,545 | 37.93 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 19,266 | 14.57 | 8,180 | 34.74 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 14,265 | 0.10 | 6,057 | 17.71 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 81,135 | 5.16 | 34,448 | 23.65 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 645 | 274 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 16,896 | 0.76 | 7,174 | 18.48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 864,802 | 3.26 | 367,821 | 21.63 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,320 | 0.76 | 1,409 | 17.42 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2,719 | 4.22 | 1,154 | 22.51 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 998 | 424 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 5,307 | 570.92 | 2,253 | 690.53 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 355,429 | 4.85 | 149,884 | 22.45 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 1,322 | 561 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 3,299 | 3.13 | 1,401 | 21.21 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5,036 | 7.24 | 2,268 | 37.14 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 48,256 | 14.93 | 20,489 | 35.15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 83,867 | 5.98 | 36 | 25.00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 18,733 | 1,497.02 | 7,954 | 1,780.38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 120,325 | 12.13 | 51,087 | 31.85 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 541 | 230 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 47,349 | 5.10 | 20,103 | 23.57 | ||||
| 2025-05-30 | NP | MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class | 5,859 | 26.41 | 2,116 | 13.65 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 9,666 | 7.09 | 4,104 | 25.93 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 15,382 | 6,531 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 474 | 201 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 740 | 0.14 | 314 | 18.05 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 24,751 | 14.71 | 11 | 42.86 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 795 | 338 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 22,351 | 0.88 | 9,490 | 18.61 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 550 | 234 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 802 | 340 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 480 | 204 | ||||||
| 2025-07-18 | 13F | jvl associates llc | 9,112 | 3.82 | 3,869 | 22.06 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 349,293 | 3.14 | 148,303 | 21.28 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 224,830 | 95,458 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 3,259 | 0.18 | 1,384 | 17.80 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 17,767 | 0.02 | 7,544 | 17.60 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 18,058 | 5.38 | 7,667 | 23.92 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 550 | 234 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1,836 | 4.62 | 780 | 23.06 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3,568 | 21.61 | 1,288 | 9.34 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 6,673 | 2.93 | 2,833 | 21.07 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 197,650 | 7.00 | 83,918 | 25.81 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1,700 | 722 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 11,074 | 25.29 | 4,702 | 47.32 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 3,344 | 1.00 | 1,420 | 18.74 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4,427 | 1,880 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7,071 | 3,002 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 9,614 | 0.05 | 4,039 | 14.55 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 31,350 | 0.95 | 13,311 | 18.70 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 929 | 394 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 18,782 | 4.88 | 7,975 | 23.32 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 3,001 | 7.52 | 1,274 | 26.42 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 194 | 83 | ||||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 3,429 | 0.06 | 1,456 | 17.62 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13,240 | 0.06 | 5,622 | 17.67 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 1,126 | 44.36 | 478 | 70.11 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12,862 | 5,461 | ||||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 3,097 | 405 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 16,409 | 5.99 | 6,967 | 24.62 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 5,167 | 28.09 | 2,194 | 50.62 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1,908 | 0.05 | 810 | 17.59 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 1,441 | 0.07 | 612 | 17.69 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 1,083 | 0.09 | 460 | 17.69 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 1,952 | 829 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 953 | 12.65 | 405 | 32.46 | ||||
| 2025-08-12 | 13F | Beaton Management Co. Inc. | 6,034 | 0.42 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 25,626 | 1.11 | 10,880 | 18.89 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 27,341 | 0.45 | 11,608 | 18.11 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 101,770 | 43.74 | 43,226 | 68.99 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 157,447 | 10.35 | 67 | 29.41 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 521 | 221 | ||||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 3,026 | 0.10 | 1,091 | -10.14 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 5,573 | 56.33 | 2,366 | 83.84 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 24,473 | 0.30 | 10,391 | 17.92 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 101,366 | 0.14 | 43,038 | 17.75 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 16,106 | 20.70 | 6,838 | 41.93 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 22,419 | 4.29 | 9,519 | 22.64 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 17,598 | 32.90 | 6,355 | 19.50 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 1,070 | 454 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 235,596 | 1.35 | 100,029 | 19.17 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 2,068 | 1.08 | 878 | 18.97 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 11,325 | 4,808 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 7,997 | 0.09 | 3,395 | 17.68 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 53,176 | 2.24 | 22,577 | 20.21 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 2,124 | 49.79 | 902 | 75.98 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 9,349 | 0.65 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 362,956 | 0.30 | 154,104 | 17.93 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 514 | 218 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,240 | 1.36 | 951 | 19.17 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 986 | 243.55 | 419 | 305.83 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 10,880 | 1.08 | 4,619 | 18.86 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 574 | 0.17 | 244 | 17.96 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 2,915 | 0.59 | 1,238 | 18.26 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 13,398 | 4.08 | 5,688 | 22.38 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 5 | 2 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 1,582 | 47.44 | 672 | 73.39 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 19,824 | 0.45 | 8,417 | 18.12 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 4 | 2 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 10,453 | 7.35 | 4,438 | 26.26 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 554 | 235 | ||||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 964 | 409 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 1,893 | 16.64 | 804 | 37.26 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1,366 | 31.22 | 586 | 60.71 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 9,232 | 125.50 | 3,920 | 165.16 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 18,069 | 0.76 | 7,672 | 18.47 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 1,656 | 2.79 | 703 | 21.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7,070 | 4.80 | 3 | 50.00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 2,290 | 62.99 | 972 | 91.72 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 304 | 104.03 | 129 | 143.40 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 5,146 | 1.42 | 2,185 | 19.21 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 116,135 | 1.66 | 51,366 | 24.52 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 37,264 | 1.51 | 15,821 | 19.36 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 488 | 207 | ||||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 23,182 | 0.05 | 9,843 | 17.64 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 39,380 | 6.91 | 16,720 | 25.71 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,173 | 495 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1,102 | 468 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 4,588 | 4.06 | 1,948 | 22.38 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 3,005 | 1,276 | ||||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 4,253 | 24.94 | 1,806 | 46.87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28,937 | 2.18 | 12,286 | 20.15 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 51,821 | 97.38 | 18,712 | 77.48 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 1,416 | 3.21 | 601 | 21.41 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 24,505 | 4.97 | 10,404 | 23.43 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 106 | 21.84 | 45 | 45.16 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 513 | 218 | ||||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 1,874 | 796 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 151,533 | 7.38 | 64,338 | 26.26 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 471 | 33.05 | 200 | 56.69 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 1,857 | 0.11 | 788 | 17.79 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 9,589 | 4,071 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 742 | 0.13 | 315 | 17.60 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 379 | 0.26 | 161 | 17.65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 102,636 | 41.38 | 43,577 | 66.24 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 2 | 1 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 14,673 | 0.08 | 6,230 | 17.70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 820 | 3.02 | 348 | 21.25 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 2,135 | 907 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 5,770 | 2,450 | ||||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5,501 | 14.53 | 2,376 | 43.85 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 735 | 312 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 249,093 | 12.90 | 105,760 | 32.76 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 53,685 | 4.55 | 23,779 | 26.95 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 6,165 | 1.36 | 2,618 | 19.23 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2,070 | 5.83 | 879 | 24.36 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 3,707 | 0.27 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 1,772 | 752 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2,460 | 1.99 | 1,044 | 20.00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 9,996 | 1.14 | 4,244 | 18.95 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2,352 | 0.13 | 998 | 17.69 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 10,830 | 0.04 | 4,598 | 17.66 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 19,014 | 1.42 | 8,073 | 19.25 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 550 | 234 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 2,102 | 13.13 | 893 | 33.13 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3,843 | 1.05 | 1,632 | 18.79 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2,194 | 8.35 | 792 | -2.58 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8,622 | 1.10 | 3,661 | 18.87 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,426 | 17.95 | 606 | 38.76 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 1,075 | 0.09 | 457 | 17.83 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 511 | 0 | ||||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 1,165 | 84.92 | 495 | 117.62 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12,050 | 127.70 | 5,116 | 168.13 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 12,538 | 7.79 | 5,323 | 26.74 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,497 | 70.31 | 636 | 73.97 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,631 | 33.99 | 1,542 | 57.57 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 593,071 | 0.41 | 251,805 | 18.06 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 40,323 | 1.41 | 17,120 | 19.24 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 534 | 227 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 3,234 | 52.76 | 1,373 | 79.71 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 25,223 | 23.32 | 10,709 | 45.01 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1,345 | 19.66 | 571 | 40.99 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1,212 | 1.08 | 515 | 18.98 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3,020 | 36.16 | 1,282 | 60.25 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 5,217 | 521.81 | 2,215 | 633.11 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,338 | 6.95 | 1 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,704,689 | 42,358.01 | 4 | -99.72 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 205 | -59.33 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6,671 | 11.78 | 2,832 | 31.42 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 25,280 | 2.31 | 11,133 | 24.78 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 15,550 | 0.08 | 6,602 | 17.68 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 1,971 | 11.17 | 837 | 30.63 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5,713 | 8.92 | 2,426 | 28.10 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,842 | 1.49 | 782 | 19.39 | ||||
| 2025-06-25 | NP | WEAFX - Wells Fargo WealthBuilder Equity Fund Class A | 24,836 | 3.55 | 9,110 | -7.20 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 2,082 | 194.07 | 884 | 246.67 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 28,860 | 11.12 | 12,253 | 30.67 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1,207 | 513 | ||||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 559 | 0.36 | 237 | 17.91 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3,364 | 4.80 | 1,428 | 23.21 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 22,478 | 1.93 | 9,544 | 19.86 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 5,452 | 16.45 | 2,315 | 36.92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 4,100 | 10.81 | 1,741 | 30.24 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 86,200 | 17.76 | 36,599 | 38.47 | |||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 27,951 | 296.36 | 11,867 | 366.10 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 22,844 | 31.03 | 10,119 | 60.73 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 1,437 | 1.20 | 610 | 18.95 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 141,610 | 58.32 | 60,125 | 86.15 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 3,790 | 10.69 | 1,609 | 30.18 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 527 | 224 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17,245 | 3.62 | 7,322 | 21.83 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 2,800 | 18,566.67 | 1,189 | 23,660.00 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 1,212 | 0.08 | 515 | 17.62 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,960 | 70.29 | 832 | 100.48 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 8,682 | 14.25 | 3,686 | 34.38 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 5,275 | 53.79 | 2,118 | 71.08 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 501 | 213 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 8,701 | 1,347.75 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,170,425 | 0.28 | 496,939 | 17.91 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 26,073 | 0.77 | 11,070 | 18.50 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 268,453 | 0.72 | 113,980 | 18.43 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 1,024 | 435 | ||||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 103,037 | 876.38 | 43,748 | 1,048.22 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6,906 | 3.69 | 2,932 | 21.96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36,917 | 1.89 | 15,674 | 19.80 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2,643 | 146.09 | 1,122 | 189.92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 65,900 | 325.16 | 27,980 | 399.98 | |||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 919 | 52.66 | 390 | 79.72 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6,013 | 2.47 | 2,553 | 20.48 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 103,343 | 0.54 | 43,877 | 18.22 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 581 | 247 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 854 | 0.95 | 363 | 17.53 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 445 | 200 | ||||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 9,428 | 0.73 | 3,404 | -9.42 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 502 | 213 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 35,143 | 11.12 | 15 | 27.27 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 55,096 | 377.48 | 23,393 | 461.50 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 2,051 | 14.58 | 871 | 34.67 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 8,248 | 3.72 | 3,502 | 21.94 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 43,354 | 101.30 | 18,407 | 136.72 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 1,300 | 88.41 | 552 | 121.29 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 1,626 | 45.05 | 691 | 70.79 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6,164 | 7.54 | 2,617 | 26.49 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 3,691 | 0.33 | 1,567 | 18.00 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 530 | 225 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 658,277 | 0.55 | 279,491 | 18.23 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 786 | 6.50 | 334 | 25.19 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 4,376 | 0.11 | 1,858 | 17.68 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 7,221 | 0.10 | 3,066 | 17.66 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 12,651 | 10.12 | 5,371 | 29.48 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3,214 | 4.25 | 1,365 | 22.55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 1,000 | 425 | |||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 4,322 | 11.54 | 1,835 | 31.09 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10,183 | 59.81 | 4,323 | 87.96 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 484 | 205 | ||||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 2,460 | 2.84 | 1,044 | 20.97 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 2,287 | 0.04 | 1 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 501 | 213 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 729 | 310 | ||||||
| 2025-06-27 | NP | TWCGX - Growth Fund Investor Class This fund is a listed as child fund of American Century Companies 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 | 100,927 | 0.60 | 37,019 | -9.85 | ||||
| 2025-05-29 | NP | JAEDX - Blue Chip Growth Trust NAV | 25,071 | 28.12 | 9,053 | 15.19 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5,498 | 8.91 | 2,334 | 28.10 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 87,812 | 2.17 | 37,283 | 20.16 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4,986 | 3.88 | 2,117 | 22.10 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 505 | 214 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 490 | 208 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 1,531 | 1.26 | 650 | 19.27 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 11,318 | 4.20 | 4,805 | 22.51 | ||||
| 2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 488 | 207 | ||||||
| 2025-08-14 | 13F | Woodline Partners LP | 7,919 | 3,362 | ||||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 36,184 | 1.97 | 15,363 | 19.89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,273,366 | 1.39 | 540,646 | 19.21 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21,336 | 27.77 | 9,059 | 50.24 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 1,217 | 0.08 | 517 | 17.54 | ||||
| 2025-05-22 | NP | HIACX - Hartford Capital Appreciation Hls Fund Ia | 82,136 | 388.67 | 29,658 | 339.44 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 737 | 22.43 | 313 | 43.78 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 1,836 | 0.05 | 779 | 17.67 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 1,264 | 537 | ||||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 63,099 | 26,791 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,285,390 | 1.35 | 2,244,071 | 19.18 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 825 | 1.23 | 350 | 19.05 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 1,337 | 4.86 | 568 | 23.26 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 19,134 | 20.50 | 8,124 | 41.71 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 1,615 | 21.61 | 686 | 43.01 | ||||
| 2025-06-24 | NP | SWLGX - Schwab U.S. Large-Cap Growth Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 13,000 | 4.00 | 4,768 | -6.80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 305,748 | 3.44 | 129,814 | 21.62 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7,705 | 8.06 | 3,271 | 27.08 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 1,114,100 | 7.06 | 473,025 | 25.89 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 14,359 | 24.09 | 6,097 | 45.91 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 7,126 | 0.64 | 3,026 | 18.30 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 1,009 | 1.00 | 428 | 18.89 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 37,739 | 0.90 | 16,023 | 18.64 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2,191 | 0.78 | 930 | 18.47 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 12,623 | 3.25 | 5,360 | 21.41 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 2,116 | 2.42 | 898 | 20.38 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 7,477 | 9.81 | 3,174 | 29.13 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,100 | 40.59 | 3,015 | 65.33 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 7,419 | 22.99 | 3,150 | 44.65 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -33 | -51.47 | -14 | -41.67 | |||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 2,813 | 0.11 | 1,254 | 125,300.00 | ||||
| 2025-06-25 | NP | WGBAX - Wells Fargo WealthBuilder Growth Balanced Fund Class A | 11,004 | 6.28 | 4,036 | -4.74 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 3,826 | 207.80 | 1,624 | 262.50 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 17,233 | 7,317 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12,207 | 23.77 | 5,183 | 45.52 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 4,869 | 2.05 | 2,067 | 20.03 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,098 | 17.80 | 886 | 37.00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 18,273 | 592.42 | 7,758 | 714.92 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 45,525 | 66.07 | 19,329 | 95.27 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 26,144 | 295.16 | 11,102 | 364.67 | ||||
| 2025-07-25 | 13F | Summa Corp. | 11,837 | 1,383.33 | 5,026 | 1,644.79 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 4,905 | 5.30 | 2,157 | 31.52 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6,327 | 16.76 | 2,686 | 37.32 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3,131 | 0.06 | 1,329 | 17.71 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 275,165 | 0.14 | 116,830 | 17.74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | Put | 600 | 9 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P | 38,090 | 179.87 | 16,172 | 229.10 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11,360 | 7.36 | 4,823 | 26.26 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34,061 | 10.53 | 14,462 | 29.96 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 1,619 | 106.24 | 688 | 142.76 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 3,127 | 330.12 | 1,319 | 403.44 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 41,877 | 17,780 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 120 | 47 | ||||||
| 2025-08-05 | 13F | Everest Management Corp. | 1,117 | 474 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 456,075 | 0.85 | 193,640 | 18.59 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 150 | 54 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 1,191 | 14.30 | 506 | 34.31 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 628 | 0.80 | 267 | 18.75 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 112,027 | 47,564 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 39,220 | 16,656 | ||||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 784 | 329 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,992 | 32.36 | 846 | 55.62 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 1,766 | 0.06 | 750 | 17.58 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 115,552 | 2.23 | 49,061 | 20.20 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 6,161 | 0.33 | 2,616 | 17.95 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 316 | 114 | ||||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 2,162 | 4.44 | 918 | 22.76 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 26,352 | 0.36 | 11,189 | 18.00 | ||||
| 2025-08-14 | 13F | Palisade Capital Management Llc/nj | 493 | 209 | ||||||
| 2025-08-14 | 13F | Operose Advisors LLC | 2,449 | 14.92 | 1,040 | 35.11 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 1,619 | 1.19 | 687 | 19.06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194,548 | 34.27 | 83 | 57.69 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 85,259 | 426.45 | 36 | 620.00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12,307 | 3.99 | 5,225 | 22.28 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,781 | 756 | ||||||
| 2025-07-30 | 13F | North Point Portfolio Managers Corp/oh | 519 | 220 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 7,582 | 3.02 | 3,219 | 21.15 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 9,054 | 71.70 | 3,844 | 101.84 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2,752 | 34.24 | 1,168 | 57.84 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 5,720 | 6.14 | 2,423 | 24.52 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -20 | -61.54 | -8 | -55.56 | |||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 649 | 0.62 | 276 | 18.53 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 39,428 | 2.22 | 16,733 | 20.21 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 19,292 | 17.16 | 8,191 | 37.76 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 1,478 | 10.38 | 628 | 29.81 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 486 | 206 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 2,178 | 934 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15,289 | 46.83 | 6,491 | 72.63 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 523 | 222 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 118,040 | 3.37 | 50,117 | 21.54 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 860 | 28.17 | 365 | 50.83 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 37,413 | 1.95 | 15,885 | 19.87 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 959 | 48.45 | 407 | 74.68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 726,290 | 15.21 | 307,918 | 35.22 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 1,590 | 0.51 | 675 | 18.04 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 632 | 268 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 49 | 21 | ||||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 27,005 | 0.78 | 11,466 | 18.50 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 25,184 | 3.22 | 10,693 | 21.36 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,881 | 52.56 | 1,648 | 79.41 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5,369 | 18.05 | 2,280 | 38.79 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 11,880 | 0.58 | 5,044 | 18.26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 44,904 | 12.19 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 2,018 | 0.10 | 857 | 17.58 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 2,380 | 12.96 | 1,054 | 37.42 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 8,058 | 0.06 | 3,421 | 17.68 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 66,366 | 1.68 | 28,178 | 19.56 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 424,156 | 0.13 | 180,088 | 17.74 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 40,193 | 8.71 | 17,065 | 27.83 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 2,293 | 0.09 | 974 | 17.65 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 34,540 | 15 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1,128 | 4.83 | 479 | 23.20 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 579,441 | 2.84 | 246,009 | 20.92 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 1,015 | 16.94 | 431 | 37.70 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 146 | 62 | ||||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 33 | 14 | ||||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 1,707 | 16.92 | 725 | 37.38 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 15,481 | 6.80 | 6,573 | 25.56 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 9,311 | 0.01 | 3,953 | 17.58 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 37,093 | 2.20 | 15,757 | 20.17 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 1,401 | 56.71 | 595 | 84.47 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 53,563 | 161.22 | 22,742 | 207.14 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 5,047 | 10.61 | 2,143 | 30.05 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6,260 | 1.48 | 2,658 | 19.31 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 75 | 32 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 735 | 265 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 3,404 | 3.50 | 1,445 | 21.74 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 500 | 212 | ||||||
| 2025-08-14 | 13F | Newbrook Capital Advisors LP | 95,988 | 57.52 | 40,755 | 85.22 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 2,274 | 0.89 | 965 | 18.70 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 5,497 | 22.84 | 2,334 | 44.46 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 50,552 | 9.24 | 21,463 | 28.44 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 1,037 | 1.37 | 440 | 19.24 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 69,461 | 29,492 | ||||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 941 | 409 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 265 | 31.19 | 113 | 55.56 | ||||
| 2025-07-15 | 13F | Maseco Llp | 4,375 | 1,857 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1,895 | 805 | ||||||
| 2025-07-16 | 13F | Novem Group | 1,239 | 3.25 | 526 | 21.25 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 59,919 | 150.62 | 25,440 | 195.16 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 4,700 | 5.45 | 1,996 | 23.99 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 474 | 201 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 5,052 | 2,145 | ||||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 1,012 | 8.82 | 430 | 28.06 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,770 | 4.38 | 2,450 | 22.33 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 1,792 | 0.11 | 1 | |||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 3,230 | 0.12 | 1,371 | 17.78 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 55,718 | 27.63 | 23,657 | 50.06 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 1,924 | 1.32 | 817 | 19.12 | ||||
| 2025-08-01 | 13F | Motco | 1,306 | 0.31 | 575 | 22.34 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 2,104 | 891 | ||||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 1,579 | 0.06 | 671 | 17.75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13,265 | 10.18 | 5,631 | 29.54 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 1,112 | 50.88 | 472 | 77.44 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 535 | 227 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2,989 | 3.97 | 1,269 | 22.25 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 250 | 106 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 254,897 | 2.44 | 108,224 | 20.46 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 1,369 | 5.15 | 581 | 23.62 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 562 | 239 | ||||||
| 2025-09-03 | 13F | American Trust | 20,248 | 8.63 | 8,597 | 27.73 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 58,585 | 174.81 | 24,874 | 223.16 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 1,445 | 4.33 | 522 | -6.13 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 3,171 | 0.54 | 1,347 | 18.37 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1,237 | 0.24 | 525 | 17.98 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 45,388 | 10.79 | 19,271 | 30.26 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 2,102 | 222.89 | 892 | 281.20 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6,749 | 14.95 | 2,865 | 35.21 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 21,908 | 5.83 | 9,302 | 24.43 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2,896 | 38.90 | 1,230 | 63.21 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 3,139 | 0.10 | 1,333 | 17.67 | ||||
| 2025-08-14 | 13F | Tcw Group Inc | 18,290 | 7,766 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 574 | 244 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 2,734 | 0.11 | 1,161 | 17.65 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 854 | 2.28 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 246,602 | 1.29 | 104,787 | 19.20 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 2,353 | 6.04 | 999 | 24.72 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 2,208 | 22.12 | 937 | 43.71 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4,439 | 0.02 | 1,885 | 17.60 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4,131 | 13.61 | 1,754 | 33.61 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 23,895 | 10 | ||||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 3,075 | 537.97 | 1,306 | 650.00 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 3,828 | 16.25 | 1,625 | 36.67 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 530 | 225 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,216,343 | 6.04 | 3,063,916 | 24.69 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2,726 | 0.78 | 1,157 | 18.55 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 494 | 210 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 92,085 | 1.61 | 39,094 | 19.47 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 592 | 0 | ||||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 2,072 | 880 | ||||||
| 2025-07-30 | 13F | Fogel Capital Management, Inc. | 505 | 214 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 6,091 | 318.91 | 2,586 | 392.57 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 4,309 | 6.37 | 1,830 | 25.10 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2,468 | 9.01 | 1,048 | 28.15 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 5,228 | 7.73 | 2,220 | 26.66 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 1,677 | 17.11 | 712 | 37.72 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 67,926 | 1.31 | 28,840 | 19.12 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 226 | 96 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3,410 | 0.06 | 1,448 | 17.64 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 27,366,214 | 9.95 | 11,619,148 | 29.28 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 6,351 | 5.97 | 2,697 | 24.64 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 584 | 3.36 | 248 | 21.08 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 540 | 229 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 32,165 | 1.76 | 13,656 | 19.65 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5,826 | 4.75 | 2,474 | 23.16 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,475 | 0.59 | 2,324 | 6.36 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 3,146 | 0.16 | 1,389 | 22.40 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,869 | 15.02 | 794 | 35.32 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 62 | 1,966.67 | 26 | 2,500.00 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 4,928 | 0.02 | 2,092 | 17.59 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 217,944 | 1.32 | 92,534 | 19.14 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 1,175 | 15.76 | 499 | 36.07 | ||||
| 2025-08-05 | 13F | Burney Co/ | 2,159 | 0.23 | 917 | 17.89 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5,937 | 0.97 | 2,521 | 18.70 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 1,249 | 530 | ||||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 68,130 | 28,927 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 472 | 200 | ||||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 95,063 | 0.76 | 40,362 | 18.48 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 13,202 | 1.62 | 5,605 | 19.48 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 56,323 | 14.49 | 23,914 | 34.62 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6,863 | 10.62 | 2,914 | 30.09 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 1,454 | 18.60 | 617 | 39.59 | ||||
| 2025-08-14 | 13F | East Coast Asset Management, LLC. | 514 | 218 | ||||||
| 2025-07-09 | 13F | Bay Rivers Group | 520 | 221 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 16,311 | 4.94 | 7,127 | 31.19 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 1,927 | 818 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 14,221 | 380.93 | 6 | 500.00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 1,020 | 0.49 | 433 | 18.31 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 22,112 | 0.01 | 9,388 | 13.09 | ||||
| 2025-06-25 | NP | WMBGX - Wells Fargo WealthBuilder Moderate Balanced Fund Class A | 3,180 | 6.89 | 1,166 | -4.19 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 135,890 | 9.18 | 57,696 | 28.37 | ||||
| 2025-06-25 | NP | WGAFX - Wells Fargo WealthBuilder Growth Allocation Fund Class A | 6,562 | 5.31 | 2,407 | -5.65 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 10,390 | 0.15 | 4,411 | 17.78 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 40,529 | 2.80 | 17,208 | 20.87 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 9,231 | 2.93 | 3,878 | 25.79 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 1,796 | 98.23 | 763 | 133.03 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 5,978 | 10.13 | 2,538 | 29.56 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 27,787 | 1.45 | 11,798 | 19.28 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 23,750 | 3.61 | 10,083 | 21.82 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 128,270 | 0.15 | 54,461 | 17.76 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1,992 | 8.44 | 846 | 27.45 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 123,353 | 52,373 | ||||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 1,242 | 2.64 | 527 | 20.87 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,600 | 41.90 | 1,528 | 66.81 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 27,344 | 0.12 | 11,609 | 17.73 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 1,231 | 21.16 | 523 | 42.62 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,140 | 2.07 | 3,456 | 20.04 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6,828 | 0.13 | 2,899 | 17.75 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 3,076 | 9.54 | 1,306 | 28.92 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1,672 | 124.13 | 710 | 163.57 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 3,724 | 7.85 | 1,581 | 26.89 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 477 | 203 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,858 | 1.47 | 789 | 19.21 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 82,157 | 2.83 | 34,882 | 20.91 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 522 | 222 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15,748 | 10.50 | 6,686 | 29.93 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 12,330 | 0.10 | 5 | 25.00 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 2,394 | 0.04 | 1,017 | 17.59 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 1,870 | 4.47 | 794 | 22.76 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 20,537 | 0.24 | 8,720 | 17.87 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 436,446 | 17.54 | 184,104 | 37.51 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3,483 | 2.44 | 1,479 | 20.46 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9,327 | 13.04 | 3,960 | 32.93 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 3,610 | 0.28 | 1,533 | 17.94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 111,953 | 14.63 | 47,533 | 34.79 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 220 | 96 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3,606 | 0.87 | 1,531 | 18.60 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 2,284 | 0.26 | 970 | 17.88 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 11,737 | 0.04 | 4,983 | 17.63 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 5,133 | 0.02 | 2,179 | 17.59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 70,764 | 9.79 | 30,045 | 16.08 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 1,085 | 5.34 | 461 | 23.66 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 19,000 | 81.26 | 8,067 | 113.19 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 17,927 | 1.57 | 7,612 | 19.43 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 2,677 | 271.81 | 1,137 | 338.61 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 40,099 | 17.61 | 17,025 | 38.29 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 613 | 81.36 | 260 | 113.11 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 1,627 | 3.50 | 691 | 21.69 | ||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 1,894 | 0.42 | 804 | 18.06 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 3,729 | 0.05 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 35,719 | 3.79 | 15,166 | 22.03 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 2,772 | 0.07 | 1,177 | 17.60 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 625 | 0.16 | 265 | 17.78 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4,494 | 1.72 | 1,908 | 19.62 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 50,559 | 1,103.79 | 21,466 | 1,315.96 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 28,431 | 6.29 | 12,071 | 24.98 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 25,252 | 9.89 | 10,721 | 29.22 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1,007 | 12.51 | 428 | 32.20 |
