Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Russell Mid-Cap ETF meliputi Glenmede Investment Management, LP, Midwest Trust Co, Richard P Slaughter Associates Inc, Crumly & Associates Inc., Prossimo Advisors, LLC, My Legacy Advisors, LLC, Higgins & Schmidt Wealth Strategies LLC, Harbor Asset Planning, Inc., Nordwand Advisors, LLC, Davies Financial Advisors, Inc., Triad Wealth Partners, LLC, Empowered Funds, LLC, Sterling Investment Counsel, LLC, Kendall Capital Management, Kirtland Hills Capital Management, Llc, Aqr Capital Management Llc, Werba Rubin Papier Wealth Management, BCS Private Wealth Management, Inc., Lockerman Financial Group, Inc., dan Resurgent Financial Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Cvfg Llc | 6,279 | 3.55 | 577 | 12.04 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3,658 | 1.39 | 336 | 9.80 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9,669,669 | 3.19 | 889,319 | 11.56 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 362,956 | 2.99 | 33,381 | 11.34 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 34,597 | 3.39 | 3,182 | 11.77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 131,059 | 9.10 | 12,053 | 17.95 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2,531 | 233 | ||||||
| 2025-08-07 | 13F | Future Fund LLC | 3,286 | 302 | ||||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 5,767 | 530 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 4,219 | 2.85 | 388 | 11.21 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 18,488 | 11.39 | 1,712 | 21.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 835 | 30.67 | 77 | 40.74 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 4,174 | 0.87 | 384 | 9.12 | ||||
| 2025-08-06 | 13F | Simmons Bank | 20,161 | 7.68 | 1,854 | 16.46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10,627,845 | 5.63 | 977,443 | 14.20 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 686 | 63 | ||||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 3,890 | 4,476.47 | 358 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 3,791 | 520.46 | 349 | 582.35 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 2,299 | 211 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 157,542 | 9.68 | 14,489 | 18.58 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 12,674 | 267.68 | 1,191 | 310.69 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 12,828 | 0.29 | 1,180 | 8.36 | ||||
| 2025-07-23 | 13F | New England Professional Planning Group Inc. | 10,531 | 0.07 | 969 | 8.16 | ||||
| 2025-07-22 | 13F | Legacy Trust | 21,815 | 2.11 | 2,006 | 10.40 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,189 | 201 | ||||||
| 2025-07-23 | NP | VVJEX - Voya VACS Series MCV Fund | 10,541 | 101.43 | 938 | 100.21 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 13,793 | 6.43 | 1,269 | 15.06 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21,254 | 0.52 | 1,955 | 8.68 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 84,826 | 4.20 | 7,902 | 14.11 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 2,272 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 71,161 | 22.33 | 6,545 | 32.26 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,299 | 395 | ||||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 6,728 | 619 | ||||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 100 | 9 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 61,471 | 19.30 | 5,653 | 28.98 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 95,988 | 18.72 | 8,828 | 28.35 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 9,899,322 | 23.46 | 910,441 | 33.47 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 13,410 | 1,233 | ||||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 81,327 | 2.65 | 7,480 | 10.98 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2,694 | 6.31 | 248 | 14.88 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 5,129 | 59.98 | 472 | 73.16 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 6,538 | 21.28 | 601 | 31.22 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 9,606 | 0.46 | 883 | 8.61 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 2,368 | 218 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 9,423 | 1.11 | 867 | 9.34 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 68,668 | 20.72 | 5,921 | 17.90 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 87,202 | 8,020 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 9,608 | 0.06 | 817 | -3.66 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 6,325 | 15.21 | 582 | 24.68 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 2,431 | 0.25 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 304 | 28 | ||||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 38,873 | 0.11 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 16,067 | 0.84 | 1,484 | 9.68 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 51,746 | 3.03 | 4,759 | 11.40 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 2,200 | 202 | ||||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 42,799 | 50.55 | 3,936 | 62.78 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 70,780 | 0.66 | 6,510 | 8.83 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 512 | 54.22 | 44 | 65.38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 250,817 | 14.70 | 23,068 | 24.01 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 9,633 | 886 | ||||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 5,079 | 0.24 | 468 | 9.37 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 402,940 | 3.05 | 37,058 | 11.41 | ||||
| 2025-07-24 | 13F | Eastern Bank | 32,599 | 64.11 | 2,998 | 77.50 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | 2 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 91,969 | 2.06 | 8,458 | 10.35 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 17,238 | 3.84 | 1,585 | 12.25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 202,346 | 10.86 | 18,610 | 19.85 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 52 | 5 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 290,717 | 25.44 | 26,737 | 35.62 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 28,404 | 0.30 | 2,612 | 8.43 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,227 | 205 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 12,635 | 17.07 | 1,162 | 26.58 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 3,402 | 313 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5,537 | 509 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4,430 | 9.79 | 407 | 18.66 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 3,067 | 0.59 | 286 | 5.95 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 9,797 | 42.34 | 901 | 54.02 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 21,836 | 2,008 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 38,121 | 1.54 | 3,506 | 9.77 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 580 | 53 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6,688 | 53.46 | 615 | 77.23 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 29,765 | 0.15 | 2,738 | 8.27 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 3,187 | 0.28 | 293 | 15.81 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 18,805 | 0.05 | 1,729 | 8.20 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 74,947 | 18.56 | 6,893 | 28.18 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 33,355 | 12.42 | 3,068 | 21.56 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 164,390 | 9.98 | 15,119 | 18.90 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 21,109 | 16.81 | 1,941 | 26.28 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 9,511 | 1.05 | 875 | 9.25 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 8,884 | 0.12 | 817 | 8.36 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 86,647 | 2.60 | 7,969 | 10.91 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 9,838 | 12.83 | 905 | 22.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4,643 | 39.26 | 427 | 50.88 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 11,541 | 0.52 | 1,061 | 8.71 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 18,451 | 10.41 | 1,697 | 19.35 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 7,142 | 0.03 | 1 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 135,960 | 17.60 | 12,504 | 27.14 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 7,122 | 0.86 | 655 | 9.00 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 3,003 | 276 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 501,728 | 2.70 | 46,144 | 11.03 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio | 2,808 | 8.75 | 258 | 17.81 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 48,062 | 2.16 | 4,420 | 10.44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,192,793 | 204.24 | 569,550 | 228.92 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2,244 | 10.87 | 206 | 19.77 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 78,908 | 100.00 | 7,257 | 116.24 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 40,676 | 7.81 | 3,741 | 16.55 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 3,764 | 346 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7,058 | 0.07 | 649 | 8.17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 19,081 | 4.27 | 1,755 | 14.94 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25,087 | 0.03 | 2,307 | 8.16 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 12,208 | 0.24 | 1,123 | 4.28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 18,830 | 51.14 | 1,732 | 63.46 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3,256 | 0.03 | 299 | 8.33 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 908,254 | 2.76 | 83,532 | 11.09 | ||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 4,050 | 372 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 4,109 | 0.24 | 378 | 8.33 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 18,694 | 1.38 | 1,719 | 9.63 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2,711 | 249 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5,768 | 0.14 | 530 | 8.16 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 2,860 | 263 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 100 | 26.58 | 9 | 50.00 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 8,101 | 2.53 | 745 | 10.86 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 23,977 | 1.24 | 2,205 | 9.48 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 6,318 | 581 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 137 | 45.74 | 13 | 71.43 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 69,381 | 0.89 | 6,381 | 9.06 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 61,455 | 5.72 | 5,652 | 14.30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 335,130 | 6.27 | 31 | 15.38 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 7,050 | 648 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 165,799 | 2.75 | 15,249 | 11.08 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 38,756 | 1.45 | 3,564 | 9.70 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,119 | 0.43 | 1,390 | 9.11 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1,471 | 1.38 | 135 | 9.76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4,063,753 | 31.78 | 373,743 | 42.46 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 192,586 | 9,097.04 | 2 | -98.88 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 276 | 22.12 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6,203 | 2.56 | 1 | |||||
| 2025-07-17 | 13F | City Holding Co | 74,283 | 0.15 | 6,832 | 8.27 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 94,494 | 0.05 | 8,691 | 8.17 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 3,104 | 285 | ||||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 18,396 | 1,692 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 25,500 | 87.50 | 2,345 | 102.85 | |||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 33,610 | 76.14 | 3,091 | 90.45 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17,341 | 3.67 | 1,595 | 12.10 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 7,793 | 0.01 | 717 | 8.16 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,136 | 201 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,082 | 99 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 2,245 | 206 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 2,937 | 0.24 | 270 | 8.43 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 61,672 | 0.02 | 5,672 | 8.12 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 49 | 5 | ||||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 2,422 | 223 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 2,208 | 203 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 84,387 | 223.57 | 7,761 | 249.91 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 70,442 | 64.86 | 6,479 | 78.26 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 3,796,616 | 0.22 | 349,175 | 8.35 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11,364 | 13.10 | 1,045 | 22.37 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 381,204 | 33.28 | 35,059 | 44.09 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 23,308 | 5.78 | 2,144 | 14.35 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 3,129 | 3.78 | 288 | 12.11 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4,675 | 430 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 5,525 | 8.21 | 515 | 18.66 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 2,903 | 267 | ||||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 3,288 | 302 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 50,053 | 36.58 | 4,605 | 47.66 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 29,125 | 1.54 | 2,729 | 11.89 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 172,630 | 2.51 | 15,877 | 10.82 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 190 | 16 | ||||||
| 2025-08-08 | 13F | Creative Planning | 930,420 | 35.92 | 85,571 | 46.94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 521,577 | 3.52 | 47,969 | 11.91 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 8,535 | 785 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 128,801 | 5.48 | 11,846 | 14.03 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 38 | 3 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 5,408 | 497 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 79,490 | 938.27 | 7 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2,339 | 218 | ||||||
| 2025-08-01 | 13F | Pettee Investors, Inc. | 2,184 | 201 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 118,327 | 123.98 | 10,883 | 142.15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 100,800 | 221.02 | 9,271 | 247.06 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3,600 | 331 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,709,795 | 1.07 | 249,220 | 9.27 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 764,638 | 186.34 | 70,324 | 209.57 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 13,617 | 1,276 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 216 | 20 | ||||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 56,563 | 15.40 | 5,202 | 24.78 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 2,789 | 0.04 | 257 | 8.02 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 3,889 | 0.05 | 358 | 8.18 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 35,033 | 0.12 | 3,222 | 8.23 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 108,225 | 2.13 | 9,953 | 10.42 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 26,129 | 2,403 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 8,316 | 0.36 | 765 | 8.52 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2,390 | 2.88 | 220 | 11.17 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 3,380 | 311 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 93 | 257.69 | 9 | 300.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2,917 | 15.85 | 268 | 25.23 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 215 | 2,587.50 | 20 | |||||
| 2025-07-10 | 13F | Sky Investment Group LLC | 232 | 1.31 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12,580 | 242.87 | 1,157 | 270.51 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 5,832 | 1.50 | 536 | 9.84 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 65,345 | 123.10 | 6,010 | 141.23 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 26,391 | 1.41 | 2,427 | 9.67 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 5,309 | 0.25 | 488 | 8.44 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 37,514 | 2.74 | 3,450 | 11.08 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 584 | 0.69 | 54 | 8.16 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 39,251 | 0.20 | 3,339 | -3.55 | ||||
| 2025-08-14 | 13F | Hillman Capital Management, Inc. | 2,433 | 0.16 | 224 | 8.25 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4,480 | 5.51 | 412 | 13.85 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 14,756 | 3,561.54 | 1,357 | 3,891.18 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 471 | 0.43 | 43 | 10.26 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 4,710 | 433 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 57,572 | 0.19 | 5,295 | 8.31 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 12,942 | 18.74 | 1,190 | 28.37 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 2,332 | 215 | ||||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 7,924 | 2.26 | 729 | 10.47 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 10,081 | 198.52 | 939 | 227.18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,073,681 | 2.01 | 98,746 | 10.29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,049,642 | 1.91 | 280,476 | 10.17 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 2,288 | 210 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 2,188 | 201 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 211,500 | 0.48 | 19,452 | 8.63 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23,650 | 1.83 | 2,175 | 10.13 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 8,744 | 12.05 | 804 | 21.27 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10,680 | 16.04 | 982 | 25.58 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,706 | 23.58 | 801 | 33.56 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,136,486 | 0.16 | 104,523 | 8.28 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 8,630 | 0.28 | 794 | 8.33 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 27,835 | 5.52 | 2,560 | 14.04 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 33 | 3 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 20,446 | 0.06 | 1,880 | 8.17 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 166,295 | 9.37 | 15,294 | 18.24 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 53,134 | 5.30 | 4,887 | 13.84 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 68,386 | 7.46 | 6,289 | 16.18 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4,996 | 74.75 | 468 | 91.02 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 2,198 | 202 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 504 | 0.20 | 46 | 9.52 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 831 | 0.12 | 76 | 2.70 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class | Short | -69,100 | 8.82 | -5,815 | 39.19 | |||
| 2025-07-29 | 13F | Regions Financial Corp | 291,489 | 15.36 | 26,808 | 24.72 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 16 | 1 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 217,865 | 36.19 | 20,037 | 47.24 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 1,598 | 43.45 | 147 | 55.32 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 8,225 | 1 | ||||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 5,644 | 0.71 | 519 | 9.03 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 57,927 | 0.95 | 5,328 | 9.14 | ||||
| 2025-08-07 | 13F | Commerce Bank | 1,530,740 | 0.48 | 140,782 | 8.63 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 31,427 | 10.72 | 2,890 | 19.72 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 6,346 | 2.69 | 584 | 11.05 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 63,168 | 5.18 | 5,810 | 13.72 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 4,059 | 0.30 | 373 | 8.43 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7,567 | 21.62 | 696 | 31.38 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 15,824 | 0.36 | 1,455 | 8.50 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5,907 | 29.65 | 543 | 40.31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1,054,593 | 3.71 | 96,991 | 12.12 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10,024 | 7.97 | 922 | 16.73 | ||||
| 2025-08-13 | 13F | New South Capital Management Inc | 33,730 | 253.93 | 3,102 | 282.96 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 2,328 | 214 | ||||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 45,591 | 0.05 | 4,193 | 8.18 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3,238 | 300 | ||||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 15,912 | 2.68 | 1,463 | 11.00 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 14,419 | 8.97 | 1,326 | 17.87 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 115,764 | 0.31 | 10,647 | 8.44 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 236,098 | 2.80 | 21,714 | 11.14 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 11,035 | 0.23 | 1 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,450 | 21.35 | 329 | 38.40 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 205,120 | 0.79 | 18,865 | 8.98 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 415 | 123.12 | 38 | 153.33 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 18,870 | 24.05 | 1,735 | 34.08 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 8,485 | 0.02 | 780 | 8.18 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 21,331 | 671.46 | 2 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8,425 | 8.30 | 775 | 17.10 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 61,845 | 11.28 | 5,885 | 23.74 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 2,324 | 214 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 164,069 | 1.92 | 15,089 | 10.19 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 10,238 | 0.16 | 942 | 8.29 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1,277 | 0.63 | 117 | 4.46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 184,333 | 0.54 | 16,953 | 8.70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 477,302 | 1.45 | 44 | 7.50 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 7,137 | 0.30 | 656 | 8.43 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 13,888 | 4.34 | 1,277 | 12.81 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 82,516 | 0.47 | 7,589 | 8.62 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 22,727 | 0.49 | 2,090 | 8.63 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,021,889 | 10.15 | 93,983 | 19.09 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 3,015 | 277 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 74,976 | 6,896 | ||||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 7,885 | 208.01 | 725 | 234.10 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 12,154 | 158.38 | 1,118 | 179.25 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 126,873 | 2.19 | 11,668 | 10.48 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 654,268 | 3.02 | 60,173 | 11.38 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 62,468 | 5.08 | 5,745 | 13.60 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 2,824 | 260 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 60,505 | 1.22 | 5,565 | 9.42 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 8,674 | 0.99 | 798 | 9.18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 38,686 | 27.37 | 3,558 | 37.71 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6,702 | 616 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 2,752 | 8.77 | 253 | 17.67 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 12,354 | 6.68 | 1,092 | 10.86 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 78,688 | 3.72 | 7,237 | 12.13 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 12,837 | 0.79 | 1,181 | 8.96 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 19,483 | 58.93 | 1,792 | 71.88 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,533 | 0.13 | 141 | 8.46 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6,960 | 340.51 | 433 | 222.39 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35,178 | 5.82 | 3,235 | 14.23 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3,614 | 3.91 | 332 | 12.54 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3,549 | 8.73 | 326 | 17.69 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2,519 | 0.04 | 232 | 7.94 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 8,439 | 0.17 | 776 | 8.38 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 3,149 | 290 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5,507 | 35.01 | 506 | 46.24 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 49,953 | 9.81 | 4,594 | 18.74 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 104,787 | 660.59 | 9,637 | 722.97 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 312 | 29 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2,836 | 1,855.86 | 241 | 1,908.33 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 882,080 | 7.97 | 81,125 | 16.73 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 47,025 | 4.68 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,353,515 | 1.86 | 124,483 | 10.12 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 3,190 | 293 | ||||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 356,643 | 7.87 | 32,801 | 16.62 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,540,276 | 4.36 | 331,052 | 11.48 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 5,900 | 7.70 | 543 | 16.31 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 27,991 | 23.06 | 2,574 | 33.09 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3,012 | 277 | ||||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 3,496 | 0.29 | 322 | 8.45 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 14,436 | 3.64 | 1,328 | 12.07 | ||||
| 2025-07-16 | 13F | American National Bank | 9,217 | 6.96 | 848 | 15.55 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1,898 | 0.32 | 175 | 8.75 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 6,093 | 560 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 132 | 12 | ||||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 25,913 | 17.21 | 2,383 | 26.76 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 10,545 | 0.06 | 970 | 8.15 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 6,837 | 5.12 | 582 | 1.22 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,735,279 | 2.06 | 159,593 | 10.34 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2,466 | 3.44 | 227 | 11.88 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,767 | 0.28 | 163 | 8.72 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 17,999 | 0.42 | 1,655 | 8.60 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 48,481 | 3.74 | 4,459 | 12.15 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8,740 | 0.76 | 804 | 8.96 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 6,736 | 2.06 | 620 | 10.34 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2,316 | 213 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 61,318 | 11.44 | 5,639 | 20.49 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10,004 | 3.63 | 920 | 12.06 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 34,259 | 3.97 | 3,151 | 12.38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5,190 | 65.44 | 477 | 79.32 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 1,425 | 90.00 | 131 | 107.94 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 48,604 | 4,470 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 77,871 | 1.60 | 7,162 | 9.83 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 8,864 | 0.29 | 826 | 9.85 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2,280 | 210 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 513 | 0.20 | 47 | 4.44 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 3,094 | 0.29 | 285 | 8.40 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 38,211 | 27.82 | 3,514 | 38.18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 604,864 | 29.56 | 55,648 | 40.06 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 14,540 | 0.04 | 1,337 | 8.17 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 7,470 | 0.66 | 687 | 8.72 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 245 | 23 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 17,249 | 1.17 | 1,586 | 9.00 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 147,810 | 0.74 | 13,594 | 8.92 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,934 | 4.93 | 362 | 13.52 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 57,355 | 0.04 | 5,275 | 8.14 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2,295 | 0 | ||||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 4,449 | 409 | ||||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 10,531 | 0.03 | 969 | 8.16 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 73,587 | 67.91 | 6,768 | 81.52 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 720 | 205.08 | 66 | 230.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,831 | 5.23 | 444 | 13.85 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 18,541 | 105.39 | 1,705 | 122.29 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3,229 | 8.98 | 297 | 17.46 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 34,381 | 4.56 | 3,162 | 13.05 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 2,713 | 1.42 | 250 | 9.69 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 61,508 | 2.79 | 5,657 | 11.12 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 35,651 | 1.30 | 3,279 | 9.52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 39,188,070 | 2.41 | 3,604,127 | 10.71 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 26,848 | 18.07 | 2,284 | 13.58 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 128,882 | 3.08 | 11,853 | 11.45 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2,613,195 | 0.19 | 240,336 | 8.31 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 6,272 | 0.29 | 577 | 8.27 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 15,227 | 3.25 | 1,400 | 11.64 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 829,814 | 6.65 | 76,318 | 15.30 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 49 | 25.64 | 5 | 33.33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 166,871 | 8.02 | 15 | 15.38 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 9,437 | 6.96 | 868 | 15.60 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS Index Series MC Portfolio | 74,320 | 23.77 | 6,835 | 33.81 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 35,209 | 1.66 | 3,238 | 10.06 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 121,136 | 7.87 | 11,141 | 16.62 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 996 | 398.00 | 92 | 435.29 | ||||
| 2025-08-14 | 13F | Harris Associates L P | 1,000 | 92 | ||||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 35,001 | 0.01 | 3,219 | 8.13 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 18,091 | 0.08 | 1,664 | 8.26 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 26,998 | 0.38 | 2,483 | 8.52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26,878 | 2.18 | 2,472 | 10.46 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4,540 | 3.02 | 418 | 11.50 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 2,450 | 0.33 | 225 | 8.70 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 2,798 | 4.87 | 257 | 9.36 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 14,665 | 11.24 | 1,349 | 15.71 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 5,529 | 508 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 18,786 | 10.53 | 1,728 | 19.52 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 25,023 | 12.03 | 2,301 | 21.11 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 3,175 | 292 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 2,187 | 201 | ||||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 71,573 | 3.65 | 6,583 | 12.05 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 16,026 | 14.69 | 1,474 | 23.99 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4,414 | 2.03 | 406 | 10.63 | ||||
| 2025-07-23 | NP | IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I | 3,815 | 23.30 | 339 | 22.83 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 74 | 7 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 466 | 43 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 95,864 | 2.59 | 8,817 | 10.91 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3,017 | 20.68 | 277 | 30.66 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 805,274 | 6.64 | 74,061 | 15.29 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3,629 | 2.37 | 334 | 10.63 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 43,669 | 18.75 | 4,016 | 28.39 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 2,304 | 212 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 14,428 | 3.01 | 1,327 | 11.34 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 3,300 | 302 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 3,000 | 274 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 28,702 | 3.64 | 2,640 | 12.06 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 699 | 64 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 26,525 | 28.20 | 2,439 | 38.58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 71,797 | 0.75 | 6,603 | 8.92 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8,071 | 4.38 | 742 | 12.94 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 2,312 | 213 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 48,147 | 7.62 | 4,428 | 11.99 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 5,381 | 4.83 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 11,066 | 1,040 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 35,208 | 1.25 | 3,238 | 9.47 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 35,655 | 19.86 | 3,279 | 29.60 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,250 | 1.25 | 483 | 9.30 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 45,230 | 5.81 | 4,160 | 14.38 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 220,910 | 6.22 | 20,317 | 14.84 | ||||
| 2025-09-03 | 13F | American Trust | 2,483 | 228 | ||||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 3,200 | 294 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 5,387,723 | 0.69 | 495,509 | 8.86 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 58,581 | 3.05 | 5,525 | 14.23 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 31,158 | 2.48 | 2,866 | 10.79 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 56,615 | 185.65 | 5,207 | 208.78 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,160 | 19.74 | 934 | 29.54 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 106,120 | 0.65 | 9,760 | 8.81 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 1,285,599 | 2.67 | 118,237 | 10.99 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 6,681 | 0.04 | 626 | 17.89 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 7,279 | 144.75 | 669 | 165.48 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 921 | 1.10 | 85 | 9.09 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 15,900 | 106.76 | 1,462 | 123.55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 376,931 | 0.58 | 34,663 | 8.73 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 58,832 | 5,411 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 434,754 | 14.54 | 39,984 | 23.83 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 3,317 | 0.03 | 313 | 13.41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 174,305 | 3.78 | 15,978 | 12.47 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 23,507 | 47.73 | 2,162 | 59.72 | ||||
| 2025-06-24 | NP | SWMCX - Schwab U.S. Mid-Cap 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 | 34,500 | 23.21 | 2,903 | 12.65 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 413,792 | 3.03 | 38,056 | 11.39 | ||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 11,142 | 1 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 16,475 | 3.05 | 1,564 | 17.34 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4,248 | 3.16 | 391 | 11.43 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 5,627 | 6.61 | 517 | 15.40 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24,383 | 3.43 | 2,243 | 11.82 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16,445 | 1,512 | ||||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 7,529 | 55.62 | 692 | 68.37 | ||||
| 2025-07-31 | 13F | City State Bank | 40 | 4 | ||||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 11,361 | 66.83 | 1,045 | 80.31 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3,091 | 37.56 | 284 | 37.20 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 14,251 | 34.08 | 1,311 | 44.91 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 13,084 | 55.82 | 1,203 | 68.49 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 157,525 | 1.14 | 14,488 | 9.34 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5,712 | 11.69 | 525 | 20.69 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13,785 | 9.96 | 1,268 | 18.86 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 3,046 | 0.03 | 280 | 8.11 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 467,506 | 2.53 | 42,997 | 10.85 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 2,217 | 204 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 17,483 | 113.16 | 1,555 | 135.96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 19,801 | 2.56 | 1,821 | 10.90 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 4,479 | 420 | ||||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 28,534 | 1.69 | 2,624 | 9.93 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 18,779 | 24.34 | 1,727 | 34.50 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 2,205 | 203 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1,143,667 | 2.07 | 105,183 | 10.34 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3,848 | 3.27 | 0 | |||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 2,283 | 210 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 131,832 | 6.81 | 12,125 | 15.48 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20,962 | 0.54 | 1,928 | 8.69 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 101,499 | 1.00 | 9,335 | 9.18 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 163,125 | 0.80 | 15,003 | 8.98 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 3,286 | 302 | ||||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 67,126 | 1.18 | 6,174 | 9.39 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 45,906 | 2.17 | 4,222 | 10.44 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3,410 | 0.06 | 314 | 8.30 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 9,471 | 2.51 | 871 | 10.96 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1,980,792 | 0.18 | 182,173 | 8.31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 17,877 | 38.97 | 1,644 | 50.27 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 2,470 | 0.16 | 210 | -3.23 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 7,946 | 136.56 | 731 | 156.14 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4,261 | 11.84 | 392 | 20.68 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 2,642 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 26,999 | 141.43 | 2,483 | 161.09 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2,614,856 | 1.14 | 240,488 | 9.34 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,945,315 | 8.13 | 270,881 | 32.81 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 5,026 | 0.16 | 462 | 8.45 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 645,119 | 3.02 | 59,332 | 11.38 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 2,987 | 1.32 | 275 | 9.60 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 48,198 | 104.08 | 4,575 | 127.68 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 494,871 | 0.72 | 45,513 | 8.89 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 3,259 | 300 | ||||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 900 | 83 | ||||||
| 2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 436 | 40 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 176,467 | 30.16 | 16,230 | 40.72 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4,108 | 1.63 | 378 | 9.91 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 54,207 | 4,985 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 2,767 | 254 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 25,653 | 0.69 | 2,359 | 8.86 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 5,800 | 533 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 34,857 | 26.20 | 3,206 | 36.44 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 27,992 | 0.12 | 2,574 | 8.24 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 11,192 | 3.28 | 1,029 | 11.73 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 9,002 | 1.12 | 828 | 9.25 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4,619 | 0.04 | 425 | 5.47 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 3,000 | 276 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 42,096 | 1,449.93 | 3,441 | 1,389.18 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 4,853 | 0.39 | 446 | 8.52 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4,162 | 386 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19,407 | 29.98 | 1,785 | 40.03 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 114,518 | 58.98 | 10,532 | 71.89 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 69,726 | 1.33 | 6,413 | 9.55 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 10,815 | 3.50 | 995 | 11.94 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 2,621 | 241 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 339,958 | 6.69 | 31,266 | 15.34 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 74,310 | 3.43 | 6,834 | 11.83 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 425 | 54.55 | 39 | 69.57 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 8,228 | 0.29 | 757 | 8.46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 482,136 | 0.34 | 44,342 | 8.48 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 4,747 | 437 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 398 | 10.56 | 37 | 20.00 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 5,718 | 0.05 | 526 | 8.02 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 7,249 | 21.98 | 667 | 31.88 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 13,200 | 46.67 | 1,214 | 58.69 | |||
| 2025-08-25 | 13F | Hilltop Partners LLC | 2,387 | 220 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 10,189 | 1.15 | 937 | 5.28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 55,685 | 329.73 | 5,121 | 364.70 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 2,356 | 0.17 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2,474 | 228 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2,147 | 202 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 44,535 | 17.06 | 4,096 | 26.55 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 9,504 | 5.74 | 874 | 14.40 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 17,809 | 15.91 | 1,515 | 11.56 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 6,170 | 77.10 | 567 | 91.55 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2,277 | 209 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 69,710,394 | 4.83 | 6,379,274 | 13.34 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 872 | 137.60 | 80 | 166.67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8,562 | 202.87 | 787 | 227.92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 96,049 | 8.86 | 8,834 | 17.69 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2,813 | 7.82 | 259 | 16.74 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 3,681 | 8.78 | 339 | 17.77 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 32,427 | 0.89 | 2,982 | 9.07 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 9,111 | 838 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 26,399 | 12.13 | 2,428 | 21.23 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 22,700 | 170.24 | 2,088 | 192.30 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 5,906 | 30.40 | 547 | 41.71 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 4,702 | 0.30 | 432 | 8.54 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 13,152 | 6.19 | 1,210 | 14.81 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 5,995 | 2.32 | 551 | 10.64 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5,270 | 0 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 20,403 | 0.49 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31,183 | 52.34 | 2,868 | 64.68 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 8,001 | 80.49 | 736 | 94.96 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 4,434 | 408 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 553 | 51 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2,848 | 262 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,599 | 9.16 | 423 | 17.88 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 50,690 | 3.59 | 4,662 | 11.99 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 193 | 18 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 23,229 | 2.10 | 2,136 | 10.39 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 39,238 | 81.66 | 3,609 | 96.41 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,358 | 24.55 | 401 | 34.68 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 3,826 | 0.03 | 352 | 8.00 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 137,186 | 39.36 | 12,617 | 50.67 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 47,015 | 2.77 | 4,324 | 11.10 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 145,750 | 2.36 | 13,405 | 10.66 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 15,942 | 51.37 | 1,466 | 63.80 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 2,208 | 207 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 8,952 | 89,420.00 | 823 | -3.97 | ||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 9,141 | 0.67 | 841 | 8.81 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 20,451 | 5.11 | 1,881 | 13.60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37,688 | 2.80 | 3,466 | 6.98 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17,555 | 1,615 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 26,011 | 0.29 | 2,392 | 8.43 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 131,368 | 34.00 | 12,082 | 44.87 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 400 | 37 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30,382 | 13.82 | 2,794 | 23.08 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 2,224 | 205 | ||||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 67,227 | 1.25 | 6,408 | 13.46 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10,564 | 4.41 | 972 | 12.91 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 10,025 | 3.59 | 922 | 11.91 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 5,444 | 2.04 | 501 | 10.38 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 22,280 | 8.00 | 2,049 | 16.82 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 7 | 0 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 13,897 | 11.20 | 1,278 | 20.23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6,288 | 62.48 | 578 | 75.68 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 273,859 | 3.37 | 25,187 | 11.75 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 993 | 0.20 | 91 | 8.33 | ||||
| 2025-08-14 | 13F | London Co Of Virginia | 6 | 200.00 | 1 | |||||
| 2025-07-16 | 13F | Patton Fund Management, Inc. | 165,655 | 2.29 | 15,235 | 10.59 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9,253 | 581.37 | 851 | 639.13 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 56,275 | 2.91 | 5,176 | 11.24 |
