Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF meliputi Retirement Income Solutions, Inc, Divergent Planning, LLC, Spectrum Planning & Advisory Services Inc., Financially Speaking Inc, TDSC - Cabana Target Drawdown 10 ETF, TDSB - Cabana Target Drawdown 7 ETF, J Hagan Capital, Inc., PineBridge Investments, L.P., Financial Engines Advisors L.L.C., BCJ Capital Management, LLC, Gamco Investors, Inc. Et Al, KAGCX - Kensington Dynamic Growth Fund Class C Shares, Kensington Asset Management, LLC, Midwestern Financial, LLC /IA, Tfo-tdc, Llc, Whalen Wealth Management Inc., Rahlfs Capital, Llc, Mirae Asset Global Investments Co., Ltd., Carter Financial Group, INC., dan McElhenny Sheffield Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 805 | 41 | ||||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 214,351 | 2.52 | 10,863 | 2.63 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 817 | 41 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 52,358 | 21.85 | 2,654 | 21.98 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 35,961 | 5.40 | 1,823 | 5.50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 82,100 | 13.87 | 4,161 | 13.97 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 130,010 | 1.95 | 6,589 | 2.04 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 272,875 | 13.99 | 13,829 | 14.11 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 9,956 | 4.59 | 505 | 4.78 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 335,281 | 8.27 | 16,992 | 8.37 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 19,526 | 10.29 | 990 | 10.38 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 400 | 20 | ||||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 5,217 | 0.46 | 264 | 1.15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 33,283 | 14.35 | 1,687 | 14.46 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 119,038 | 8.67 | 6,033 | 8.78 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 11,093,296 | 0.86 | 562,208 | 0.95 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 949 | 75.42 | 48 | 77.78 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 5,468 | 5.05 | 277 | 5.32 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 81,457 | 16.03 | 4,128 | 16.15 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 251,607 | 18.73 | 12,724 | 18.59 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40,893 | 8.15 | 2,072 | 8.25 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 25,733 | 3.98 | 1,304 | 4.07 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7,278 | 369 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 22,388 | 104.44 | 1,135 | 104.69 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 107,317 | 18.24 | 5,439 | 18.35 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 196,816 | 4.78 | 9,975 | 4.88 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 1,714,006 | 3.80 | 86,866 | 3.90 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 170 | 42.86 | 9 | 33.33 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 20,472 | 42.45 | 1,038 | 42.64 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 115,116 | 14.32 | 5,834 | 14.44 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 38,630 | 33.54 | 1,958 | 33.67 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 3,814,842 | 42.21 | 193,336 | 42.35 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,319,673 | 7.76 | 66,881 | 7.87 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 77,476 | 10.27 | 3,926 | 10.37 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 99,354 | 33.12 | 5,035 | 33.27 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 74,979 | 12.09 | 3,800 | 12.20 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 24,551 | 0.66 | 1,244 | 0.81 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 43,468 | 1.17 | 2,203 | 1.24 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 10,850 | 25.33 | 550 | 25.34 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 294,383 | 0.64 | 14,922 | 0.76 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 114,660 | 95.15 | 5,811 | 95.36 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 69,577 | 4.73 | 3,526 | 4.85 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 115,058 | 1.46 | 5,831 | 1.57 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,427 | 6.18 | 72 | 5.88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19,337 | 97.30 | 980 | 97.38 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 176,768 | 30.42 | 8,959 | 30.55 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4,679 | 1.39 | 236 | 1.72 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 1,421,212 | 54.83 | 71,828 | 55.29 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 64,613 | 3.06 | 3,275 | 3.15 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 6,506 | 330 | ||||||
| 2025-05-06 | 13F | WT Wealth Management | 129,442 | 130.06 | 6,554 | 131.23 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 4,105 | 208 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5,668 | 2.11 | 287 | 2.14 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 31,618 | 0.98 | 1,599 | 0.82 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 604,678 | 103.24 | 31 | 100.00 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 14,170 | 27.89 | 718 | 28.21 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 132,461 | 0.49 | 6,713 | 0.60 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1,258,877 | 941.72 | 63,800 | 942.81 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 367,532 | 26.36 | 18,626 | 26.48 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 126,922 | 8.14 | 6,432 | 8.25 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 242,199 | 332.54 | 12,275 | 333.10 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 157,643 | 31.44 | 7,989 | 31.57 | ||||
| 2025-08-01 | 13F | First National Trust Co | 56,160 | 52.76 | 2,846 | 52.93 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 356,139 | 6,371.72 | 18,049 | 6,392.45 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 53,819 | 1.07 | 2,725 | 1.26 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1,181,376 | 4.50 | 59,872 | 4.60 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8,881 | 16.84 | 450 | 17.19 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 339,905 | 23.87 | 17,226 | 24.00 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 9,864 | 500 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12,511 | 8.69 | 634 | 8.93 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 14,276 | 0.85 | 724 | 0.98 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 8,556 | 434 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 15,384 | 3.86 | 780 | 4.01 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 103,347 | 20.88 | 5,238 | 21.00 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 78,070 | 0.85 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 82,733 | 22.43 | 4,193 | 22.54 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25,341 | 27.77 | 1,284 | 27.89 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 224,432 | 1.97 | 11,374 | 2.07 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 222,771 | 2.73 | 11,290 | 2.83 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 30,834 | 1.64 | 1,563 | 1.76 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 18,003 | 909 | ||||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 4,385 | 222 | ||||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 64,560 | 8.48 | 3,272 | 8.56 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 312,670 | 61.51 | 15,846 | 61.68 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5 | 66.67 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,182,696 | 23.98 | 60 | 22.92 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 10,569 | 536 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7,457 | 52.68 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,750,037 | 12.83 | 139,393 | 12.94 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 202,281 | 0.22 | 10 | 0.00 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 8,734 | 442 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 267,036 | 98.45 | 13,523 | 98.50 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 765,271 | 2.93 | 38,784 | 3.03 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 39,575 | 8.26 | 2,006 | 8.73 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 54,068 | 423.86 | 2,740 | 427.94 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,047 | 4.49 | 154 | 4.76 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 15,746 | 42.19 | 798 | 42.50 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 435,249 | 9.18 | 22,058 | 9.29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6,565 | 333 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 581,880 | 16.95 | 29,490 | 17.07 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,261 | 165 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 145,061 | 63.57 | 7 | 75.00 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 61,005 | 8.69 | 3,092 | 8.80 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 16,838 | 2.88 | 853 | 3.02 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 128,670 | 3.75 | 6,521 | 3.84 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 444,430 | 33.07 | 22,524 | 33.20 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 316,225 | 45.32 | 16,026 | 45.47 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 56,932 | 8.93 | 2,885 | 9.03 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 349,122 | 1.35 | 17,694 | 1.45 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 105,162 | 97.72 | 5,330 | 97.92 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 1,014 | 0.90 | 51 | 2.00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 8,935 | 41.09 | 453 | 41.25 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 96,382 | 25.39 | 4,885 | 25.52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,449,966 | 16.89 | 124 | 16.98 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 15,859 | 0.08 | 803 | 0.50 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 195,260 | 63.43 | 9,896 | 63.61 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7,576 | 384 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 492,206 | 4.05 | 24,945 | 4.15 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 60,152 | 42.99 | 3,048 | 43.17 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 6,245 | 0.58 | 317 | 0.64 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 916,646 | 42.14 | 46,456 | 42.29 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,020 | 52 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 50,387 | 4.69 | 2,554 | 4.80 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 994 | 99.60 | 50 | 100.00 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 171,315 | 2.18 | 8,682 | 2.29 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 178,946 | 6.00 | 9,069 | 6.46 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 584,421 | 9.01 | 29,618 | 9.11 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 74,052 | 29.24 | 3,753 | 29.38 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 41,317 | 15.68 | 2,094 | 15.76 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 27,520 | 3.90 | 1,395 | 3.95 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 166 | 0 | ||||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 545,964 | 568.97 | 27,669 | 569.63 | ||||
| 2025-08-07 | 13F | PFG Advisors | 16,498 | 836 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 17,406 | 96.90 | 882 | 97.32 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45,693 | 14.01 | 2,316 | 14.10 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 15,090 | 24.57 | 765 | 24.63 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 63,678 | 1.37 | 3,227 | 1.48 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 8,030 | 12.10 | 407 | 12.15 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 222,075 | 58.31 | 11,255 | 58.46 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 37,036 | 16.85 | 1,877 | 16.96 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 16,505 | 11.48 | 836 | 11.62 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 189,266 | 9,592 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 32,984 | 43.51 | 1,672 | 43.68 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 98,528 | 3.25 | 4,993 | 3.35 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 4,603 | 233 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 120,046 | 51.08 | 6,080 | 51.17 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 63,364 | 6.35 | 3,211 | 6.47 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 97,700 | 47.58 | 4,951 | 47.75 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 208,811 | 11.12 | 10,572 | 11.70 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8,603 | 19.52 | 436 | 19.78 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 398,396 | 3.18 | 20,191 | 3.57 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 17,129 | 9.26 | 868 | 9.46 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 26,877 | 17.50 | 1,362 | 17.62 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19,771 | 67.99 | 1,000 | 68.07 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 59,146 | 95.87 | 2,998 | 96.14 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 12,721 | 4,968.13 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Summitry Llc | 6,890 | 349 | ||||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 119,568 | 6,023 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 268,183 | 201.22 | 13,592 | 201.55 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 214,784 | 17.04 | 10,844 | 17.04 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 22,976 | 28.98 | 1,164 | 29.19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 217,749 | 73.02 | 11,036 | 73.21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 494,260 | 26.80 | 25,049 | 26.93 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 546,053 | 3.09 | 27,674 | 3.18 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 21,917 | 1,111 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 303,249 | 28.53 | 15,369 | 28.66 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 35,913 | 14.21 | 1,820 | 14.32 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 4,587 | 232 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7,288 | 369 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4,495 | 228 | ||||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 7,381 | 374 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 676,769 | 224.48 | 34 | 240.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 205,930 | 954.92 | 10,395 | 957.48 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 11,359 | 0.61 | 576 | 0.70 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 310,301 | 84.47 | 15,726 | 84.66 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 13,536 | 26.34 | 686 | 26.57 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 41,852 | 59.94 | 2,121 | 60.20 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 118,759 | 11.08 | 6,019 | 11.18 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 210,232 | 14.74 | 11 | 11.11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99,622 | 13.76 | 5,049 | 13.87 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 14,878 | 0.03 | 754 | 0.00 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 9,140 | 1.14 | 463 | 1.31 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 14,979 | 26.59 | 759 | 26.71 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 4,145 | 0.31 | 210 | 0.48 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4,001 | 203 | ||||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 65,491 | 3,319 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,635,175 | 0.55 | 82,871 | 0.64 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 220 | 0 | ||||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 72,857 | 3,692 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 11,291,079 | 22.92 | 572 | 23.01 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13,190,727 | 10.36 | 668,506 | 10.47 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13,984 | 3.26 | 709 | 3.36 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,823,169 | 27.64 | 244,438 | 27.76 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 68,148 | 30.83 | 3,454 | 30.94 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 46,807 | 7.97 | 2,372 | 8.11 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 384,022 | 75.48 | 19,462 | 75.65 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 6,573 | 11.12 | 333 | 11.37 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 6,045 | 306 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 516,228 | 1.50 | 26,162 | 1.60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 311,227 | 37.38 | 15,773 | 37.52 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 229,162 | 1.42 | 11,614 | 1.52 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2,013 | 0.25 | 102 | 0.99 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 62,672 | 8.64 | 3,176 | 8.77 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 246,992 | 1.86 | 12,518 | 1.96 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 4,224 | 214 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 24,719 | 9.27 | 1,253 | 9.34 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 190,525 | 110.52 | 9,656 | 110.72 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 6,118 | 1.14 | 310 | 1.31 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 67,801 | 56.82 | 3,436 | 56.97 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 120,800 | 0.24 | 6,122 | 0.34 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 71,331 | 4.07 | 3,615 | 4.18 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 19,855 | 19.91 | 1,006 | 20.05 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 31,815 | 2.51 | 1,612 | 2.61 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 5,000 | 11.11 | 253 | 11.45 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 | 0 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 820 | 2.50 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 65,861 | 7.04 | 3,338 | 7.13 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 8,049 | 4.02 | 406 | 4.10 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 16,690 | 846 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 77,867 | 3,946 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 119,156 | 8.07 | 6,039 | 8.17 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 55,026 | 203.96 | 2,789 | 204.37 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,162 | 54.93 | 59 | 56.76 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 183,031 | 9,276 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 10,038 | 509 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5,239 | 266 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 45,064 | 70.39 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 21 | 1 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 812 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 125,132 | 32.73 | 6,342 | 32.85 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 159,122 | 152.65 | 8,062 | 152.89 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 68,452 | 70.52 | 3,469 | 70.72 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 17,732 | 21.00 | 899 | 21.19 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 201,475 | 2.41 | 10,211 | 2.51 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 7,862 | 398 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 690,854 | 5.64 | 35,012 | 5.74 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 226,957 | 4.44 | 11,502 | 4.54 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 35,448 | 1,797 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 1,109,451 | 0.50 | 56,227 | 0.60 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 142,805 | 9.07 | 7 | 16.67 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 293,581 | 18.19 | 14,879 | 18.30 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 28,128 | 1.81 | 1,426 | 1.93 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43,316 | 10.50 | 2,195 | 10.64 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4,114 | 208 | ||||||
| 2025-07-10 | 13F | Moller Financial Services | 6,812 | 345 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 37,245 | 8.52 | 1,888 | 8.64 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 225 | 11 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 630,157 | 10.72 | 31,936 | 10.83 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 22,488 | 2.43 | 1,140 | 2.52 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 61,385 | 12.05 | 3,111 | 12.19 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 10,797 | 10.44 | 547 | 10.73 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 93,102 | 1.35 | 4,718 | 1.44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 736,843 | 5.40 | 37,343 | 5.50 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 31,331 | 330.19 | 1,588 | 331.25 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 24,401 | 1,232 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 6,610 | 335 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 6,689 | 2.17 | 339 | 2.11 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 116,042 | 84.17 | 5,881 | 84.36 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 9,718 | 491 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 708,208 | 2.11 | 35,892 | 2.22 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 119,001 | 6,031 | ||||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 62,340 | 5.46 | 3,159 | 5.58 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 9,409 | 1.93 | 477 | 1.93 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 37,980 | 35.95 | 1,925 | 36.07 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 7,408 | 49.99 | 375 | 50.00 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 23,842 | 61.99 | 1,208 | 62.15 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 200 | 10 | ||||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 6,305 | 0.78 | 320 | 0.95 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 286,655 | 5.38 | 14,528 | 5.48 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 50,404 | 219.46 | 2,554 | 220.05 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 32,750 | 2.36 | 1,660 | 2.47 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 254,047 | 6.92 | 12,875 | 7.03 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 290,524 | 31.24 | 14,724 | 32.04 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 47,780 | 2.70 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 425,899 | 3.24 | 21,585 | 3.34 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 566,156 | 3.16 | 28,693 | 3.26 | ||||
| 2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 40,088 | 102.52 | 2,032 | 102.69 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 9,902 | 0.94 | 502 | 1.01 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 4,246 | 0.07 | 215 | 0.47 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 62,414 | 37.50 | 3,163 | 37.64 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1,226 | 467.59 | 62 | 520.00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 9,550 | 9.19 | 484 | 9.28 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 4,978 | 9.14 | 252 | 9.57 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 81,307 | 48.09 | 4,121 | 48.25 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 9,100 | 1.25 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1,203,845 | 34.69 | 61,011 | 34.83 | ||||
| 2025-07-30 | NP | FAUDX - Strategic Advisers Short Duration Fund This fund is a listed as child fund of Fmr Llc 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 | 8,743,594 | 0.01 | 442,601 | -0.07 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 26,125 | 58.65 | 1,324 | 58.94 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 4,034 | 1.08 | 204 | 0.99 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 58,755 | 20.27 | 2,978 | 20.38 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8,895 | 47.56 | 451 | 47.54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,914,662 | 11.58 | 857,235 | 11.69 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 97,771 | 4,955 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 276,176 | 273.86 | 13,997 | 274.22 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 7,458 | 378 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 44,576 | 2,259 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,640,409 | 17.53 | 235,176 | 17.65 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 51,518 | 253.66 | 2,611 | 254.14 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 9,459 | 10.52 | 479 | 10.62 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 209,833 | 13.26 | 10,634 | 13.38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,367,887 | 25.24 | 221,365 | 25.36 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 216,467 | 6.19 | 10,971 | 6.29 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 346,500 | 31.06 | 17,561 | 31.19 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 274,884 | 42.27 | 13,931 | 42.41 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 24,784 | 1,256 | ||||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 553,661 | 4.99 | 28,060 | 5.09 | ||||
| 2025-08-11 | 13F | Rahlfs Capital, Llc | 40,675 | 2,061 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 485,706 | 1.95 | 25 | 0.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 120,815 | 4.08 | 6,114 | 4.37 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 42,432 | 17.62 | 2 | 100.00 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 72,462 | 6.80 | 3,672 | 6.90 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 12,757 | 145.04 | 644 | 144.87 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 165,246 | 85.68 | 8,375 | 85.88 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 21,067 | 1,068 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 31,140 | 407.17 | 1,578 | 409.03 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 35,216 | 0.70 | 1,785 | 0.79 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 29,351 | 147.69 | 1,488 | 148.25 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 140,538 | 7.11 | 7,122 | 7.23 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 12,962 | 53.47 | 657 | 53.63 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 619,005 | 5.22 | 31,340 | 5.77 | ||||
| 2025-07-10 | 13F | Security National Bank | 89,922 | 11,196.73 | 4,557 | 11,292.50 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 19,638 | 7.24 | 995 | 7.34 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 31,141 | 24.87 | 1,572 | 24.48 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 93,185 | 6.30 | 4,723 | 6.40 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 256,968 | 14.09 | 13,010 | 14.16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30,110 | 71.72 | 1,526 | 71.93 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 75,078 | 5.54 | 3,805 | 5.64 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 327,455 | 4.90 | 16,595 | 5.00 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 261,966 | 13.51 | 13,276 | 13.63 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 174,264 | 47.00 | 8,832 | 47.13 | ||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 51,376 | 2,603 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 951 | 48 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 325,571 | 14.13 | 16,500 | 14.24 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 435,852 | 0.25 | 22,006 | 0.51 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1,657 | 1.22 | 84 | 1.22 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 75,979 | 10.49 | 3,851 | 10.60 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 18,611 | 10.20 | 943 | 10.29 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 434,030 | 12.42 | 21,997 | 12.53 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,405 | 274 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 213,630 | 26.03 | 10,827 | 26.15 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 38,589 | 23.56 | 1,956 | 23.66 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 93,525 | 2.30 | 4,740 | 2.40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 34,891 | 87.84 | 1,768 | 88.09 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 397 | 101.52 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 107,654 | 0.91 | 5,456 | 1.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 394,684 | 179.47 | 20,003 | 179.75 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 784 | 0.77 | 40 | 0.00 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 6,602 | 17.96 | 335 | 18.02 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22,773 | 48.46 | 1 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,475 | 75 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 276,099 | 10.88 | 13,993 | 10.99 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 37,381 | 75.92 | 1,894 | 76.19 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 211,196 | 11.14 | 10,703 | 11.26 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 16,006 | 811 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 44,290 | 1.90 | 2,245 | 2.00 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 51,730 | 13.47 | 2,622 | 13.56 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 36 | 2.86 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 15,859 | 804 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 569,580 | 85.89 | 28,866 | 86.08 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 9,879 | 81.13 | 501 | 81.82 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 11,275 | 182.44 | 571 | 182.67 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 58,668 | 0.93 | 2,973 | 1.05 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 70,820 | 66.91 | 3,586 | 67.76 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 72,882 | 5.89 | 3,694 | 6.00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 276,427 | 30.14 | 14,009 | 30.27 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 432,518 | 2.53 | 21,920 | 2.63 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 81,169 | 15.58 | 4,114 | 15.70 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 70 | 1.45 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 28,476 | 0.04 | 1,443 | 0.14 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 40,909 | 7.54 | 2,073 | 7.63 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 12,776 | 1.14 | 647 | 1.25 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4,781 | 16.16 | 242 | 16.35 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 5,810 | 294 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 127,315 | 0.15 | 6,452 | 0.25 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 5,350 | 0.45 | 271 | 0.74 | ||||
| 2025-08-12 | 13F | Main Management LLC | 2,167 | 10.62 | 0 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 409,240 | 2.81 | 20,740 | 2.91 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 13,366 | 677 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,965 | 7.16 | 201 | 6.95 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 42,723 | 37.52 | 2,165 | 37.72 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 56,548 | 24.30 | 2,866 | 24.40 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,406,864 | 6.41 | 71,300 | 6.51 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 40,761 | 32.33 | 2,066 | 32.46 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 48,139 | 14.23 | 2,438 | 14.25 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 517,476 | 2.96 | 26,226 | 3.07 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 15,820 | 41.39 | 802 | 42.27 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 152,233 | 20.27 | 7,715 | 20.53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,090,193 | 11.63 | 55,251 | 11.74 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 43,889 | 22.28 | 2,224 | 22.40 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 214,769 | 11 | ||||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 4,326 | 7.08 | 219 | 7.35 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 96,202 | 0.94 | 4,876 | 1.04 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 62,120 | 1.01 | 3,148 | 1.12 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 5,111 | 0.55 | 259 | 0.78 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 16,306,977 | 15.29 | 826,438 | 15.40 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 26,319 | 19.78 | 1,334 | 20.20 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7,683 | 10.71 | 389 | 10.83 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 118,715 | 1.46 | 6,016 | 1.57 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 9,307 | 0.75 | 472 | 0.86 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 33,184 | 22.70 | 1,682 | 22.79 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 17,001 | 57.52 | 862 | 57.69 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 101,999 | 7.03 | 5,169 | 7.13 | ||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 26,575 | 12.13 | 1,347 | 12.26 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8,910 | 80.44 | 0 | |||||
| 2025-08-13 | 13F | Brentview Investment Management LLC | 700 | 35 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 151,381 | 25.19 | 7,672 | 25.30 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 12,924 | 54.67 | 655 | 54.61 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 74,760 | 8.32 | 3,789 | 8.41 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 131,239 | 0.71 | 6,651 | 0.82 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 44,708 | 3.20 | 2,266 | 3.28 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 69,748 | 57.17 | 3,535 | 57.35 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 89,319 | 0.22 | 4,527 | 0.31 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 49,260 | 2.79 | 2,496 | 2.89 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 80 | 4 | ||||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 5,437 | 20.15 | 276 | 20.09 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 90,330 | 710.93 | 4,573 | 717.89 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 7,587 | 44.82 | 384 | 46.01 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5,592 | 0.02 | 283 | 0.00 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 84,989 | 81.93 | 4,307 | 82.11 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 119,582 | 1.06 | 6,054 | 1.58 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 89,353 | 4,528 | ||||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 674,498 | 36.13 | 34 | 36.00 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 253,142 | 3.77 | 12,789 | 3.55 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 1,478,317 | 2.20 | 74,921 | 2.30 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 72 | 14.29 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 191,268 | 13.54 | 9,693 | 13.65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 911,417 | 65.82 | 46,191 | 65.98 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 24,001 | 175.53 | 1,216 | 175.74 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 462,090 | 1.58 | 23,419 | 1.68 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 201,159 | 9.01 | 10,195 | 9.12 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 12,003 | 148.46 | 608 | 149.18 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 73,782 | 38.29 | 3,736 | 38.32 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 38,648 | 1,959 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 73,165 | 3,708 | ||||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 80,601 | 5.75 | 4,070 | 5.50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,662,322 | 6.87 | 84,246 | 6.98 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 13,161 | 667 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,231,134 | 5.65 | 265,114 | 5.75 | ||||
| 2025-09-03 | 13F | American Trust | 517,357 | 697.49 | 26,220 | 698.39 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 927,651 | 47,013 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8,888,716 | 4.01 | 450,480 | 4.68 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 8,541 | 114.98 | 433 | 114.93 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 36,062 | 20.09 | 1,828 | 20.20 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 14,752 | 59.09 | 745 | 58.85 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 4,670 | 22.09 | 237 | 22.28 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 54,220 | 162.45 | 2,748 | 162.87 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,086 | 0.51 | 410 | 0.49 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 25,000 | 24 | ||||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 35,123 | 4.49 | 1,780 | 4.64 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 85,594 | 7.61 | 4,338 | 7.70 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 127,340 | 31.74 | 6,431 | 31.41 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 277,980 | 0.21 | 14,088 | 0.31 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 481,731 | 1.90 | 24,414 | 2.01 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 8,145 | 22.37 | 413 | 22.62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 17 | |||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 118,612 | 16.40 | 6,011 | 16.51 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 423,600 | 17.60 | 21,468 | 17.72 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 20,244 | 1,026 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 36,330 | 1,841 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5,949 | 45.95 | 301 | 46.12 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 292,252 | 0.37 | 14,811 | 0.47 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 862 | 14.48 | 44 | 13.16 | ||||
| 2025-07-15 | 13F | Maseco Llp | 45 | 2 | ||||||
| 2025-07-16 | 13F | Novem Group | 70,832 | 2.45 | 3,590 | 2.54 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 644,297 | 0.71 | 32,653 | 0.81 | ||||
| 2025-08-14 | 13F | Ackerman Asset Management, LLC | 136,400 | 49.12 | 6,913 | 49.26 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 20,252 | 29.75 | 1,026 | 29.87 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 155,055 | 1,478.97 | 7,981 | 1,512.12 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 169,961 | 5.80 | 8,614 | 5.90 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 134,850 | 10.11 | 6,834 | 10.23 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 344,711 | 10.27 | 17,470 | 10.45 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 89,167 | 50.83 | 4,519 | 50.95 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7,350 | 63.92 | 372 | 63.88 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 5,623 | 74.36 | 285 | 74.23 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 55,875 | 4.62 | 2,832 | 4.70 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 6,480 | 61.27 | 328 | 61.58 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 958,195 | 111.78 | 48,561 | 112.03 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,257 | 866.92 | 64 | 950.00 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 104,738 | 16.64 | 5,308 | 16.76 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 204,155 | 4.44 | 10,347 | 4.55 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 74,448 | 16.12 | 3,773 | 16.27 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 165,560 | 20.02 | 8,391 | 20.15 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 539,982 | 53.85 | 27,366 | 54.00 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 9,724 | 1.14 | 493 | 1.23 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 25,706 | 1,303 | ||||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 305,124 | 0.02 | 15,464 | 0.12 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 166 | 8 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 238,908 | 1.40 | 12,108 | 1.50 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 453,674 | 10.04 | 22,992 | 10.15 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 52,700 | 8.21 | 2,671 | 8.32 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 8,825 | 14.61 | 447 | 14.91 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 99,062 | 64.15 | 5,020 | 64.32 | ||||
| 2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 146,138 | 7,402 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 141,775 | 124.49 | 7,150 | 124.49 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 22,698 | 7.26 | 1,150 | 7.38 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 18,130 | 18.45 | 919 | 18.60 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 19,195 | 973 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 493,111 | 509.06 | 24,991 | 509.66 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2,586 | 238.93 | 131 | 244.74 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 20,850 | 1,057 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 14,376 | 0.87 | 729 | 0.97 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 51,682 | 9.53 | 2,619 | 9.67 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6,113 | 7.59 | 310 | 7.67 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 140,098 | 7,096 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 585,114 | 4.96 | 30 | 3.57 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 147,087 | 5.26 | 7,454 | 5.37 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 22,151 | 1 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9,811 | 2.29 | 497 | 2.47 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 36,000 | 104.23 | 1,824 | 104.48 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 31,668 | 72.87 | 1,605 | 73.03 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 18,178 | 27.87 | 921 | 28.09 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 17,400 | 85.11 | 882 | 86.26 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 9,538 | 1.15 | 483 | 1.26 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 29,378 | 38.24 | 1,489 | 38.42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 473,102 | 8.39 | 23,977 | 8.49 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 9,907 | 502 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 289,604 | 29.71 | 14,677 | 29.85 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 106,158 | 2.99 | 5,380 | 3.10 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 200,946 | 1.76 | 10,184 | 1.85 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 4,746 | 241 | ||||||
| 2025-07-16 | 13F | Kendall Capital Management | 193,866 | 5.97 | 9,825 | 6.08 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 284,226 | 3.73 | 14 | 7.69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 241,592 | 175.01 | 122 | 177.27 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 80,521 | 13.66 | 4,064 | 13.46 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 34,533 | 1,750 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 125,480 | 0.84 | 6,359 | 0.94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 584,169 | 12.17 | 29,606 | 12.28 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 277,986 | 133.18 | 14,089 | 134.08 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 906,410 | 41.83 | 45,937 | 41.97 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 402 | 8.06 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 10,160 | 2.01 | 515 | 2.59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 9,326,265 | 5.69 | 472,655 | 5.80 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 354,315 | 11.13 | 17,957 | 11.24 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 28,799 | 115.26 | 1,460 | 115.51 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 128,841 | 28.37 | 6,530 | 28.50 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 14,051 | 44.99 | 711 | 45.70 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 41,408 | 6.88 | 2,099 | 6.99 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 18,082 | 6.36 | 916 | 6.51 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 253,260 | 7.25 | 12,835 | 7.36 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 396 | 20 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8,104,149 | 8.77 | 410,718 | 8.88 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 15,473 | 1 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,582,584 | 22.77 | 181,544 | 23.11 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 5,930 | 301 | ||||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 1,310,993 | 13.87 | 66,441 | 13.98 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,303 | 0.54 | 66 | 1.54 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 97,882 | 1.56 | 4,961 | 1.66 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 135,094 | 45.49 | 6,847 | 45.63 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 204,904 | 5.85 | 10,385 | 5.95 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 5,151 | 1.88 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 28,950 | 19.53 | 1,467 | 19.66 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 152,449 | 7.43 | 7,726 | 7.54 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 40,999 | 46.88 | 2,078 | 46.99 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 61,539 | 10.55 | 3,119 | 11.24 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 72,857 | 3,692 | ||||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 263,496 | 36.97 | 13,354 | 37.09 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 86,348 | 14.63 | 4,376 | 14.77 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 46,442 | 2,354 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 687,842 | 0.41 | 34,860 | 0.50 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 609,786 | 1.06 | 30,904 | 1.16 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 5,563 | 1.33 | 282 | 1.44 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 26,565 | 2.16 | 1,346 | 2.28 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 11,481 | 582 | ||||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 148,431 | 1.79 | 7,523 | 1.90 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 52,809 | 4.45 | 2,676 | 4.57 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 156,424 | 14.96 | 7,906 | 15.00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 260,247 | 5.61 | 13,189 | 5.71 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 13,491 | 4.96 | 684 | 5.08 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 123,787 | 13.23 | 6,274 | 13.33 | ||||
| 2025-08-08 | 13F | Donoghue Forlines LLC | 533,117 | 27,018 | ||||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 6,592 | 1.14 | 334 | 1.21 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 8,685 | 170.31 | 440 | 171.60 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 126,700 | 43.29 | 6,421 | 43.45 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 63,668 | 12.60 | 3,226 | 12.68 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 386,692 | 4.67 | 19,598 | 4.77 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 126,774 | 20.16 | 6,425 | 20.28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 60,510,473 | 9.23 | 3,066,671 | 9.34 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 39,221 | 4.52 | 2 | 0.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 362,310 | 1,207.74 | 18,362 | 1,209.63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,990,344 | 34.66 | 202,169 | 34.75 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 134,766 | 44.27 | 6,830 | 44.41 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 420,353 | 24.68 | 21,303 | 24.80 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 35,000 | 1,774 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12,556 | 69.52 | 636 | 70.05 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,144,823 | 37.16 | 57,997 | 37.27 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2,447,023 | 59.94 | 124,015 | 60.10 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 49,842 | 3.53 | 2,526 | 3.65 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 4,721 | 239 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,882 | 8.43 | 349 | 8.41 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 602 | 1.52 | 30 | 3.45 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 975,829 | 0.38 | 49 | 0.00 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 62,599 | 3.62 | 3,173 | 3.73 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 148,580 | 1.25 | 7,530 | 1.36 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 310,595 | 527.44 | 15,741 | 528.09 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 85 | 8,400.00 | 4 | 0.00 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 101,703 | 9.98 | 5,154 | 10.10 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 122,375 | 0.81 | 6,202 | 0.89 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 1,182,910 | 18.64 | 59,950 | 18.76 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 241,952 | 3.04 | 12,262 | 3.15 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 5,187 | 2.90 | 263 | 2.75 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 98,293 | 2.34 | 4,982 | 2.45 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 31,814 | 13.20 | 1,612 | 13.36 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 558,897 | 4.94 | 28,208 | 4.98 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,853,875 | 22.65 | 346,121 | 22.33 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 242 | 1.26 | 12 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 407,436 | 3.02 | 20,649 | 3.12 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,414 | 6.96 | 122 | 7.02 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 99,976 | 17.37 | 5,067 | 17.49 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 988,281 | 16.41 | 50,086 | 16.53 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 24,495 | 19.06 | 1,241 | 19.21 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 7,056 | 8.82 | 358 | 8.84 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13,300 | 673 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 107,993 | 6.44 | 5,473 | 6.56 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 710,250 | 75.96 | 35,995 | 76.14 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 12,375 | 5.76 | 627 | 5.91 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 158,190 | 0.62 | 7,985 | 0.33 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 338,130 | 32.26 | 17,136 | 32.40 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 553,661 | 28,060 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 53,903 | 2.76 | 2,732 | 2.86 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 17,002 | 1.43 | 862 | 1.53 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 20,295 | 18.64 | 1,029 | 18.71 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 86,673 | 1.95 | 4,374 | 1.98 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 932,776 | 0.10 | 47,273 | 0.62 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 4,181 | 212 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 52,953 | 49.65 | 2,684 | 49.80 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 383,556 | 0.44 | 19,439 | 0.53 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 27,493 | 42.64 | 1,393 | 42.87 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 26,404 | 33.56 | 1,338 | 33.80 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 253,330 | 21.99 | 12,839 | 22.12 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16,000 | 60.00 | 811 | 60.08 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 47,009 | 7.44 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 76,753 | 81.09 | 3,890 | 81.90 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 6,223 | 2.86 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 28,374 | 12.55 | 1,438 | 12.62 |
