Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab U.S. Broad Market ETF meliputi Kingstone Capital Partners Texas, LLC, MidWestOne Financial Group, Inc., HORAN Wealth, LLC, ELM - Elm Market Navigator ETF, Ballast, Inc., Midwestern Financial, LLC /IA, One Charles Private Wealth Services, LLC, Maridea Wealth Management LLC, Mill Creek Capital Advisors, LLC, J Hagan Capital, Inc., Luminvest Wealth Management LLC, Tactive Advisors, LLC, Glenmede Investment Management, LP, RMG Wealth Management LLC, Cornerstone Planning, LLC, Copperwynd Financial, LLC, Harrell Investment Partners, Llc, Edge Financial Advisors LLC, Integris Wealth Management, LLC, dan Harbor Asset Planning, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Lincoln Capital Corp | 113,969 | 0.25 | 2,716 | 10.95 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 47,318 | 0.29 | 1,128 | 11.03 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 214,502 | 0.18 | 5,112 | 10.89 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 60,584 | 0.97 | 1,444 | 11.77 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 567 | 56,600.00 | 14 | 8.33 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1,064,255 | 0.15 | 25,361 | 10.85 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 8,110 | 193 | ||||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 163,152 | 0.42 | 3,888 | 11.15 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 568,259 | 15.58 | 13,542 | 27.93 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10,544 | 1.32 | 251 | 12.05 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 66,618 | 3.68 | 1,597 | 15.40 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3,146,484 | 1.68 | 74,981 | 12.54 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 63,388 | 0.49 | 1,511 | 11.19 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13,700 | 0.21 | 326 | 10.88 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 500 | 12 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 132,600 | 0.00 | 3,160 | 10.69 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 3,530,639 | 0.88 | 84,135 | 11.65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,339,244 | 27.90 | 31,914 | 41.57 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 5,859 | 140 | ||||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 8,547 | 204 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9,108 | 217 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 31,420 | 173.57 | 745 | 202.44 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 165,124 | 2.71 | 3,935 | 13.24 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 24,045 | 0.11 | 573 | 10.64 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2,433 | 0.33 | 58 | 9.62 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 187 | 3.31 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 34,106 | 0.03 | 813 | 10.63 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 6,780,272 | 280 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 250,368 | 1.99 | 5,966 | 12.89 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 584,815 | 2.80 | 13,866 | 57.09 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 129 | 11.21 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,651,173 | 5.48 | 63,177 | 16.74 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 144,757 | 85.46 | 3,450 | 105.30 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 49,784 | 0.08 | 1,186 | 10.74 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 34,485 | 0.09 | 822 | 10.80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 76,900 | 1,833 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 64,764,324 | 2,295.83 | 2,658 | -95.43 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32,000 | 98.08 | 763 | 119.60 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 1,770,217 | 5.60 | 42,184 | 16.88 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 9,225 | 220 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 51,473 | 0.04 | 1,227 | 10.75 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 303,855 | 3.04 | 7,241 | 14.05 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 11,488 | 261 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 53,379 | 1,294 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 18,102 | 0.98 | 431 | 11.95 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 68,661 | 14.54 | 1,636 | 26.82 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 57,815 | 16.65 | 1,378 | 29.05 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 27,980 | 45.82 | 667 | 53.46 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 865,959 | 4.31 | 20,861 | 16.71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,217,202 | 294.50 | 29,006 | 336.69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 26,869 | 5.79 | 640 | 17.22 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 69,581 | 20.01 | 1,658 | 32.85 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 382,201 | 9,108 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 691,716 | 7.41 | 16 | 23.08 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,404 | 0.29 | 33 | 10.00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 21,842 | 1.99 | 521 | 12.80 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 44,875 | 0.43 | 1,069 | 11.12 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 648 | 15 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 241,861 | 4.75 | 5,764 | 15.93 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 241,166 | 0.97 | 5,747 | 11.75 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 8,050 | 192 | ||||||
| 2025-05-06 | 13F | WT Wealth Management | 1,280,212 | 0.91 | 27,563 | -4.30 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 167,388 | 12.99 | 3,989 | 25.05 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 77,555 | 1,848 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 17,338 | 0.26 | 413 | 11.02 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1,084 | 310.61 | 26 | 400.00 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 881,493 | 3.12 | 21,006 | 14.14 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 165,976 | 2.42 | 3,955 | 13.39 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,133,520 | 4.20 | 50,842 | 15.33 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 509,428 | 82.17 | 12,140 | 101.64 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 76,943 | 138.51 | 1,834 | -14.55 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 11,187 | 0.02 | 267 | 10.83 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 13,411 | 43.37 | 223 | 10.45 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 1,433 | 0.28 | 34 | 13.33 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 9,375 | 2.31 | 223 | 13.20 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2,756 | 18.69 | 66 | 32.65 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 196,905 | 0.04 | 4,692 | 10.74 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12,426 | 0.18 | 296 | 10.86 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 162,204 | 8.47 | 3,865 | 20.07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 354,112 | 123.74 | 8,439 | 147.67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 516,353 | 2.01 | 12,305 | 12.90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 519,812 | 1.09 | 12,387 | 11.90 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 36,843 | 4.34 | 878 | 15.39 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 41,805 | 19.37 | 996 | 32.10 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 11,725 | 4.45 | 279 | 15.77 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 138 | 3 | ||||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 8,580 | 204 | ||||||
| 2025-08-11 | 13F | Somerset Group LLC | 15,049 | 1.43 | 359 | 12.23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 63,414 | 8.08 | 1,511 | 19.64 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 13,303 | 8.05 | 317 | 19.62 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 11,200 | 4.16 | 267 | 15.15 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 29,174 | 0.22 | 695 | 11.02 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 15,829 | 6.76 | 377 | 18.18 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 22,569 | 0.02 | 538 | 10.72 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 421,032 | 77.32 | 10,033 | 96.26 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 16,398 | 391 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 51,789 | 1.50 | 1,234 | 12.39 | ||||
| 2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 9,080 | 216 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 27,592 | 5.50 | 658 | 16.70 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 30,131 | 1.66 | 718 | 12.54 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 119,878 | 0.04 | 2,857 | 10.74 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,235,852 | 6.46 | 53,280 | 17.83 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 18,026 | 0.28 | 430 | 10.85 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 17,000 | 411 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 44,715 | 0.39 | 1,066 | 11.17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 48 | 1 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 24,107 | 574 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6,248,801 | 11.35 | 148,909 | 23.24 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 126,364 | 26.13 | 3 | 50.00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 3,272,279 | 6.04 | 77,978 | 17.37 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 116,743 | 13.46 | 2,782 | 25.55 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 28,434 | 0.99 | 678 | 11.72 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 1,514,413 | 1.58 | 36,088 | 12.43 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5,953,464 | 1,400.40 | 141,871 | 1,560.86 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 83,703 | 1.19 | 1,995 | 12.02 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 23,966 | 133.61 | 571 | 159.55 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 25,860 | 0.01 | 616 | 10.79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 798,594 | 530.14 | 19,031 | 597.58 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 66,700 | 0.04 | 1,589 | 10.73 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 30,207 | 9.49 | 720 | 21.25 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 18,867 | 0.30 | 450 | 10.86 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9,872 | 235 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4,645 | 5.38 | 111 | 17.02 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,354 | 0.22 | 32 | 10.34 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 10,104 | 4.78 | 241 | 15.94 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 506 | 0.60 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1,900 | 0.16 | 45 | 12.50 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 1,193,682 | 2.79 | 28,445 | 13.77 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 8,457 | 202 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 93,892 | 4.34 | 2,237 | 15.49 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 138,146 | 25.94 | 3,292 | 39.43 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 15,223 | 0.68 | 363 | 11.38 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 91,866 | 4.76 | 2,189 | 16.00 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 2,997 | 0.60 | 71 | 4.41 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 48,082 | 12.65 | 1,146 | 24.73 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 22,924 | 20.66 | 1 | |||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 24,625 | 2.78 | 587 | 13.79 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 9,151 | 218 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 464,093 | 1.59 | 11,059 | 12.45 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 14,051 | 0.14 | 335 | 10.60 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 22 | 1 | ||||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 15,691 | 0.07 | 374 | 10.68 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 1,539,575 | 1.59 | 36,688 | 12.44 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 17,399 | 0.25 | 415 | 10.99 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 24,058 | 0.90 | 573 | 11.70 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 472,306 | 1.52 | 10,169 | -3.71 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 212,593 | 5,066 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 17 | 13.33 | 0 | |||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 19,705 | 0.83 | 470 | 11.67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3,396,843 | 0.33 | 80,947 | 11.05 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 386 | 0.26 | 9 | 12.50 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 36,325 | 9.90 | 866 | 21.66 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 30,144 | 116.18 | 718 | 139.33 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 21,765 | 2.60 | 519 | 13.60 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1,234,589 | 942.16 | 29,420 | 1,053.73 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 3,996 | 33.20 | 95 | 51.61 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 30,668 | 0.30 | 731 | 10.94 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 229,974 | 17.86 | 5,480 | 30.48 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 9,119 | 217 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 10,661 | 254 | ||||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 595,867 | 0.17 | 14 | 16.67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,051 | 0.29 | 49 | 9.09 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 8,275,927 | 0.45 | 197,215 | 11.19 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 635,212 | 8.04 | 15,137 | 19.58 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 8,840 | 211 | ||||||
| 2025-07-22 | 13F | Joule Financial, LLC | 189,787 | 338.86 | 4,523 | 385.71 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 12,491 | 25.65 | 298 | 38.79 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 452 | 11 | ||||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 9,315 | 222 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 10,579 | 3.25 | 252 | 14.55 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 222,562 | 17.80 | 5,304 | 30.39 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 230,624 | 35.67 | 5 | 66.67 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 342,201 | 35.69 | 8,155 | 50.19 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 580,237 | 13,827 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 76,072 | 0.75 | 1,813 | 11.51 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 416,347 | 2.05 | 9,922 | 12.96 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 16,673 | 397 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,322,811 | 6.68 | 31,523 | 18.07 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 85,655 | 69.92 | 2,088 | 92.44 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 42,079 | 0.39 | 1,003 | 10.72 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 249,976 | 5,957 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 5,515 | 0.29 | 131 | 11.02 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,223 | 0.25 | 29 | 11.54 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 41,727 | 15.06 | 994 | 27.44 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 2,082,849 | 4.26 | 49,634 | 15.39 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 76,804 | 1,830 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,143,261 | 3.09 | 27,244 | 14.10 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 210,552 | 16.72 | 5,017 | 29.20 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 48,458 | 0.47 | 1,155 | 11.18 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 17,446 | 0.25 | 416 | 10.96 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 216,044 | 9.22 | 5,148 | 20.90 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 16,602 | 0.28 | 396 | 10.96 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 174,602 | 458.83 | 4,161 | 519.05 | ||||
| 2025-07-23 | 13F | Aurora Investment Managers, LLC. | 8,910 | 0 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 204 | 29.94 | 5 | 33.33 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 228,179 | 0.22 | 5,438 | 10.94 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16,260 | 0.10 | 387 | 10.89 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 472,490 | 1.85 | 11,259 | 12.74 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 31,529 | 4.46 | 751 | 15.72 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 10,200 | 243 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10,841 | 258 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 790,976 | 4.05 | 18,849 | 15.17 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 18,487 | 0.72 | 440 | 11.39 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 13,661 | 0.01 | 326 | 10.54 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 51,093 | 191.66 | 1,218 | 222.81 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 12,357 | 294 | ||||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 18,802 | 15.98 | 448 | 28.37 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 730 | 17 | ||||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 10,168 | 0.30 | 242 | 11.01 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 4,699 | 112 | ||||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 108,325 | 3.53 | 2,581 | 14.61 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 88,773 | 4.63 | 2,115 | 15.83 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 121,917 | 2,768 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 9,293 | 221 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,454 | 0.21 | 35 | 9.68 | ||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 18,080 | 0.03 | 431 | 10.54 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24,177 | 102.25 | 576 | 124.12 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 14,121 | 0.26 | 337 | 10.89 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,322,096 | 20.83 | 55,336 | 33.74 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 8,658,237 | 0.51 | 206,322 | 11.25 | ||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 85,750 | 2.00 | 2,043 | 12.94 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 9,671 | 0.30 | 230 | 9.52 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 9,000 | 214 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 6,883 | 1.34 | 164 | 12.33 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 107,519 | 1.01 | 2,562 | 11.83 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 453,293 | 3.26 | 10,802 | 14.28 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 17,100 | 905.88 | 499 | 1,088.10 | |||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 783 | 19 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 7,158 | 0.03 | 171 | 10.39 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 29,523 | 0.30 | 704 | 11.06 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 52,261 | 1,186 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 341,799 | 2.74 | 8,145 | 13.73 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 21,515 | 0.39 | 513 | 11.06 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 186,982 | 3.84 | 4,456 | 14.94 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 64,890 | 1,546 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 180,954 | 4,312 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 1,374,564 | 17.21 | 32,756 | 29.73 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 24,922 | 2.34 | 594 | 13.17 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 18,580 | 0.25 | 445 | 15.28 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2,364 | 319.15 | 56 | 366.67 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 23,319 | 0.25 | 556 | 11.00 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 14,169 | 3.30 | 338 | 14.24 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 15,276 | 0.30 | 364 | 11.31 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 17,066 | 70.29 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 13,159,188 | 10.12 | 313,583 | 21.88 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 344,343 | 35.66 | 8,206 | 50.16 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 66,019 | 1,573 | ||||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 423,629 | 12.23 | 10,119 | 24.50 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 10,228 | 244 | ||||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 80,995 | 1,930 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 298,086 | 11.59 | 7,103 | 23.51 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,465,459 | 0.84 | 34,922 | 14.11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 55,614 | 4.06 | 1,325 | 15.22 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,290 | 0.31 | 55 | 10.20 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 28,669 | 1.51 | 691 | 19.38 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 317,485 | 0.03 | 7,566 | 10.71 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 2,433,631 | 4.00 | 57,993 | 15.10 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,870,409 | 43.53 | 68,402 | 58.86 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 17,700 | 12.74 | 422 | 24.56 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 8,517 | 203 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12,509 | 0.76 | 298 | 11.61 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13,713 | 46.88 | 327 | 63.00 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,257 | 0.32 | 30 | 11.54 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 17,248 | 0.36 | 371 | -4.87 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 79,752 | 2.39 | 1,900 | 13.37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-07-18 | 13F | TPG Advisors LLC | 524,270 | 1.16 | 12,493 | 11.96 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 109,244 | 196.37 | 2,603 | 211.36 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 89,752 | 4.50 | 1,932 | -0.87 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 11,930 | 0.29 | 284 | 10.94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 123,814 | 6.77 | 2,951 | 18.19 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 146,061 | 0.26 | 3,481 | 10.97 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 24,880 | 85.19 | 593 | 104.84 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 69,503 | 25.70 | 1,656 | 38.69 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 898,858 | 1.19 | 21,420 | 11.99 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 17,699 | 1.10 | 422 | 11.97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,260,548 | 7.88 | 54,570 | 20.95 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 41,174 | 9.60 | 981 | 21.41 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 96,393 | 63.63 | 2,297 | 81.15 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 17,015 | 0.02 | 405 | 10.66 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8,790 | 209 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 6,127 | 38.46 | 146 | 53.68 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 1,110,715 | 1.87 | 26,468 | 12.75 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 24,052 | 117.55 | 573 | 140.76 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 78,425 | 1.29 | 1,869 | 12.06 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 2,059,938 | 10.20 | 49,088 | 15.71 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 17,787 | 383 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 35,743 | 0.29 | 852 | 10.95 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 326,901 | 0.28 | 7,790 | 11.00 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 8,454 | 201 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 14,313 | 0.27 | 341 | 11.07 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 80,093 | 2,337.40 | 3 | -95.71 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 11,199 | 267 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 21,462 | 0.04 | 511 | 10.85 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 32,926 | 0.30 | 785 | 11.05 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 113,653 | 18.63 | 2,708 | 31.33 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 50,751 | 6.90 | 1,209 | 18.30 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 203 | 0.50 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 72,970 | 4.99 | 1,739 | 16.18 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15,463 | 368 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 117,081 | 12.06 | 2,790 | 24.06 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 148,897 | 1.40 | 3,548 | 12.24 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 95,153 | 0.29 | 2,267 | 11.02 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3,258 | 0.09 | 78 | 10.00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,021,775 | 1.92 | 24,349 | 12.81 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 4,664,159 | 9.72 | 111,147 | 21.44 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 18,583 | 0.16 | 443 | 10.78 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 34,079 | 117.16 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 60,029 | 1.77 | 1,463 | 15.21 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 25,763 | 0.03 | 614 | 10.65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 107,050 | 13.65 | 2,551 | 25.85 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 26,165 | 0.30 | 624 | 11.05 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 27,790 | 662 | ||||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 47,552 | 30.78 | 1,133 | 44.88 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 75,856 | 29.20 | 1,808 | 42.96 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 232,912 | 0.02 | 5,550 | 10.71 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 862,130 | 0.42 | 20,545 | 11.15 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 29,519 | 703 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,773,692 | 1.32 | 66,097 | 12.14 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 225,514 | 1.28 | 5,374 | 12.12 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 161,814 | 3,856 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 17,898 | 0.25 | 427 | 10.94 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 10,083 | 0.30 | 240 | 11.11 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 510,992 | 0.74 | 12,177 | 11.50 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 428,601 | 4.12 | 10,214 | 15.24 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 71,248 | 0.22 | 1,698 | 10.92 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 199,907 | 3.90 | 4,764 | 14.99 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 243,239 | 7.98 | 5,796 | 19.53 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 65,158 | 0.15 | 1,553 | 10.86 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 108,965 | 2.55 | 2,597 | 13.51 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 482,739 | 11,504 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 465 | 11 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 9,005 | 215 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 217,616 | 218 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 21,183 | 12.36 | 505 | 24.44 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 37,938 | 0.20 | 904 | 10.92 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 922,238 | 36.64 | 21,977 | 51.24 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 392,406 | 8.96 | 9,351 | 20.60 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 178,847 | 2.56 | 4,262 | 13.51 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 10,782 | 4.94 | 257 | 15.84 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 81,358 | 118.46 | 1,940 | 142.07 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 13,077 | 312 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1,864,325 | 0.32 | 44,427 | 11.03 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 121,559 | 0.65 | 2,897 | 11.38 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 48,728 | 2.38 | 1,161 | 13.38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,250,928 | 3.42 | 77,470 | 14.47 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 16,267 | 32.61 | 396 | 50.00 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 42,211 | 0.11 | 1,006 | 10.80 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 57,344 | 48.29 | 1,367 | 64.18 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 71,670 | 24.75 | 1,708 | 38.11 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 139,009 | 505.86 | 547 | 10.75 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 1,560,616 | 2.32 | 33,600 | -2.95 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 78,528 | 4.67 | 1,871 | 15.85 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 814,190 | 1.10 | 19,402 | 11.90 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 135,596 | 3.45 | 3,231 | 14.53 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 16,726 | 0.75 | 399 | 11.48 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 148,220 | 87.86 | 3,532 | 108.01 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 2,370 | -13.85 | ||||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 982,798 | 3.36 | 23,420 | 14.40 | ||||
| 2025-09-04 | 13F | V. M. Manning & Co., Inc. | 14,419 | 359 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6,406,096 | 1.95 | 153 | 12.59 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19,386 | 73.20 | 462 | 92.08 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 84 | 2 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 17,404 | 14.58 | 415 | 20.35 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9,804 | 0 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 161,101 | 7.54 | 3,839 | 19.04 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 23,576 | 15.09 | 575 | 30.16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,372,012 | 18.17 | 56,525 | 30.80 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 45,403 | 2.67 | 1,082 | 13.55 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 103,424 | 0.01 | 2,465 | 10.69 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 3,833,932 | 4.10 | 91,363 | 15.23 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 16,846 | 201.95 | 401 | 234.17 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 15,811 | 0.32 | 377 | 10.91 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 51,502 | 31.32 | 1,227 | 45.38 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 2,895 | 37.66 | 69 | 51.11 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 11,550 | 0.89 | 275 | 11.79 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 9,641 | 0.29 | 230 | 11.17 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 26,874 | 0.12 | 640 | 10.92 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 17,941 | 0.30 | 428 | 10.91 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 8,935 | 213 | ||||||
| 2025-08-12 | 13F | Holderness Investments Co | 94,995 | 2.53 | 2,264 | 13.49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 33,800 | 155.85 | 805 | 183.45 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3,847 | 1.58 | 92 | 12.35 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 165,921 | 52.13 | 3,954 | 68.36 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 100,040 | 76.46 | 2,384 | 95.33 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 12,875 | 27.55 | 307 | 41.01 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 543,808 | 3.27 | 12,959 | 14.30 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 620,688 | 0.12 | 14,791 | 10.82 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9,007 | 215 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,583,013 | 1.53 | 37,723 | 12.37 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 41,542 | 0.10 | 990 | 10.75 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 55,453 | 0.31 | 1,194 | -4.86 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,111,401 | 0.69 | 26 | 13.04 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 17,110 | 0.29 | 408 | 10.90 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8,575 | 204 | ||||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 17,554 | 0.25 | 418 | 10.88 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 86,841 | 1.62 | 2,069 | 12.51 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 718 | 0.28 | 17 | 13.33 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 14 | 0 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 101,871 | 0.15 | 2,428 | 10.87 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 1,775 | 0.11 | 42 | 10.53 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 120,819 | 6.56 | 2,879 | 17.99 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 876,957 | 1.89 | 20,898 | 12.77 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 37,787 | 2.31 | 900 | 13.21 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 2,613 | 9.33 | 62 | 21.57 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 16,076 | 1.10 | 383 | 11.99 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 43,614 | 28.34 | 1,039 | 42.13 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 231 | 6 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 63,669 | 0.06 | 1,517 | 10.73 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 11,780 | 0.29 | 281 | 11.11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,113,575 | 230.53 | 50,113 | 265.54 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 922,179 | 3.38 | 21,976 | 14.43 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 2,562 | 0.31 | 61 | 12.96 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 858,887 | 1.94 | 20,467 | 12.83 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 385 | 0.26 | 9 | 12.50 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 35,738 | 0.12 | 852 | 10.81 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 90,329 | 74.33 | 2,153 | 93.00 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 46,633 | 0.30 | 1,111 | 10.99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 274,627 | 17.62 | 6,753 | 36.37 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 21,961 | 0.16 | 523 | 10.81 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 9,924 | 18.54 | 236 | 31.11 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 8,717 | 213 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 279,101 | 10.30 | 6,651 | 22.06 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13,731 | 327 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1,113,342 | 10.65 | 26,531 | 22.47 | ||||
| 2025-08-14 | 13F | Fmr Llc | 989,303 | 9.62 | 23,575 | 21.34 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 235,624 | 1.21 | 5,073 | -4.01 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 8,774 | 0.02 | 209 | 11.17 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 26,005 | 0.29 | 620 | 10.93 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 2,545,750 | 2.47 | 60,665 | 13.41 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 28,904 | 5.52 | 689 | 16.81 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10,487 | 0.07 | 250 | 10.67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,386,236 | 106.50 | 33,036 | 128.58 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 11,276 | 11.60 | 269 | 23.50 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 104,477 | 28.30 | 2,249 | 21.70 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 11,175 | 266 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,757,897 | 3.13 | 65,721 | 14.15 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 260,009 | 2.97 | 6,196 | 13.98 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 661 | 16 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 203,532 | 4,850 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 204,793 | 107.15 | 4,880 | 129.32 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 25,314 | 12.87 | 603 | 25.10 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 145,356 | 20.74 | 3,464 | 33.65 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 36,792 | 0.17 | 902 | 14.92 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 72,795 | 19.92 | 1,735 | 32.77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,122,755 | 2.32 | 26,755 | 13.25 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 27,673 | 6.33 | 1 | |||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group 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 | 22,006 | 524 | ||||||
| 2025-07-17 | 13F | Blossom Wealth Management | 68,052 | 2.22 | 1,622 | 13.12 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 1,575 | 0.32 | 38 | 12.12 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 428,601 | 4.12 | 10,214 | 15.24 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 16,381 | 8.18 | 390 | 19.63 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 290,911 | 0.74 | 6,932 | 11.50 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 23,509 | 0.06 | 560 | 10.89 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 161,270 | 3,843 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 338,400 | 110.71 | 8,064 | 133.27 | |||
| 2025-07-22 | 13F | Wynn Capital, LLC | 870,588 | 0.41 | 20,746 | 11.14 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 3,194,802 | 7.82 | 76,132 | 19.34 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 17,303 | 0.30 | 412 | 11.05 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,289,546 | 13.99 | 54,560 | 15.05 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 126,108 | 18.54 | 3,005 | 31.22 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 10,141 | 0 | ||||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 387,800 | 0.00 | 9,241 | 10.70 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 63,686 | 6.76 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5,468,240 | 31.32 | 130,308 | 45.35 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 99,482 | 2.26 | 2,371 | 13.18 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 113,354 | 5.75 | 2,781 | 20.50 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 629,376 | 15.17 | 14,998 | 27.48 | ||||
| 2025-07-14 | 13F | Avalon Advisory Group | 159,033 | 13.09 | 3,790 | 25.17 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 1,261,049 | 60.44 | 30,051 | 77.58 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,046 | 2.55 | 25 | 14.29 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 100,640 | 4.45 | 2,398 | 15.62 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 81,745 | 63.41 | 1,948 | 80.78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 32,944 | 0.09 | 785 | 10.88 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1,040,325 | 71.50 | 24,791 | 89.82 | ||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 33,589 | 28.61 | 800 | 42.35 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 11,862 | 0.41 | 283 | 11.02 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 9,182 | 219 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 928,831 | 3.36 | 22,738 | 17.08 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 364,072 | 43.64 | 8,676 | 58.97 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20,735 | 0.04 | 494 | 10.76 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 11,610 | 0.27 | 277 | 10.84 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 128,972 | 87.56 | 3,073 | 107.64 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8,612 | 205 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 852,181 | 2.97 | 20,307 | 13.97 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 1,088,248 | 3.31 | 25,933 | 17.90 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 18,719 | 446 | ||||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 197,128 | 0.23 | 4,698 | 9.61 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 14,184 | 338 | ||||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 89,666 | 0.42 | 2,137 | 11.13 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 40,364 | 1.51 | 962 | 12.27 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 41,713 | 10.72 | 1 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 10,165 | 242 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 202,095 | 189.24 | 4,816 | 220.15 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 121,874 | 2.75 | 2,904 | 13.75 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 726,436 | 5.35 | 15,640 | -0.08 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 61,804 | 7.00 | 1,473 | 18.42 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12,223,396 | 2.71 | 291,284 | 13.68 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 441,861 | 2.97 | 10,530 | 13.96 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 59,392 | 0.04 | 1,415 | 10.72 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 99,655 | 15.69 | 2,375 | 28.05 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 74,079 | 0.84 | 1,765 | 12.13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 690,914 | 0.56 | 16,462 | 11.28 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 20 | 0 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 21,613 | 24.57 | 515 | 38.07 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 38,475 | 2.09 | 917 | 12.95 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11,288 | 0.70 | 269 | 11.62 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 10,382 | 0.27 | 247 | 11.26 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 761,428 | 29.36 | 18,145 | 43.18 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 12,325 | 0.01 | 294 | 10.57 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 9,405 | 0.48 | 224 | 11.44 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 22,122 | 527 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,125 | 77 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 115,304 | 68.02 | 2,748 | 85.99 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 12,881 | 0.30 | 0 | |||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 104,041 | 0.95 | 2,479 | 11.72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 204,510 | 9.83 | 4,873 | 21.55 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 9,671 | 1.08 | 230 | 12.20 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 19 | 0 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 18,126 | 1.44 | 432 | 12.24 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 147,594 | 3.99 | 3,517 | 15.12 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 19,025 | 4.97 | 453 | 16.15 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 109,389 | 2.20 | 2,607 | 13.11 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 75,530 | 0.37 | 1,800 | 11.05 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 104,248 | 257.56 | 2,484 | 296.17 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 84,711 | 0.71 | 1,824 | -4.50 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 87,406 | 118.82 | 2,083 | 142.09 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 457,300 | 4.56 | 10,913 | 16.20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,250,036 | 12.05 | 29,788 | 24.02 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 12,718 | 3.87 | 303 | 15.21 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 225,410 | 910.17 | 5,372 | 1,018.96 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 23,870 | 0.01 | 569 | 10.72 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 900 | 21 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 55,364 | 146.42 | 1,319 | 172.52 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3,666 | 0.27 | 87 | 11.54 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 8,976 | 214 | ||||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 116,354 | 8.74 | 2,773 | 20.36 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 8,753 | 209 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 48,786 | 1.56 | 1,163 | 12.38 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 34,599 | 33.70 | 825 | 47.94 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 74,307 | 244.88 | 1,771 | 282.29 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 10,759 | 9.46 | 256 | 21.33 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 642 | 10.69 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 8,516 | 203 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 159,270 | 4.00 | 3,795 | 15.10 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 128,548 | 7.44 | 3 | 50.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 180 | 17,900.00 | 4 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 652,952 | 4.54 | 16 | 15.38 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 7,041 | 0.63 | 168 | 11.33 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 228,227 | 5,439 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 121,310 | 17.41 | 2,891 | 29.95 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 39,863 | 12.60 | 950 | 24.54 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 87,975 | 0.71 | 2,096 | 11.49 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 1,338,719 | 4.27 | 31,902 | 15.41 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 32,348 | 5.66 | 771 | 16.84 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 331,709 | 2.20 | 7,905 | 13.11 | ||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 65,203 | 5.48 | 1,554 | 16.77 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 559,877 | 3.83 | 13,342 | 14.92 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 25,220 | 0.07 | 601 | 10.89 | ||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 28,936 | 690 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 38,792 | 10.47 | 924 | 22.22 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 126,397 | 10.55 | 3,012 | 22.39 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 1,113 | 0.09 | 27 | 13.04 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 23,962 | 0.34 | 1 | |||||
| 2025-05-13 | 13F | CacheTech Inc. | 89,752 | 4.50 | 1,932 | -0.87 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 10,577 | 0.12 | 252 | 11.01 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 2,399,036 | 1.30 | 57,169 | 12.09 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 10,763 | 256 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 227,420 | 4,896 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2,285,320 | 59.52 | 54,459 | 76.57 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 14,020 | 38.58 | 334 | 53.92 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 263,443 | 1.79 | 6,278 | 12.65 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 311 | 0.32 | 7 | 16.67 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 16,461 | 2.84 | 392 | 13.95 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 69,277 | 0.00 | 1,651 | 10.66 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 60 | 1 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 154,301 | 1.27 | 3,677 | 12.07 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 327,350 | 7,801 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 25,236 | 0.01 | 601 | 10.68 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6,496,557 | 0.40 | 154,812 | 11.12 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 24,790 | 0.06 | 1 | |||||
| 2025-07-31 | 13F | New Hampshire Trust | 12,798 | 305 | ||||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 1,083,704 | 1.79 | 25,825 | 12.67 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 87,307 | 0.93 | 2,081 | 11.71 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 26,980 | 0.03 | 643 | 10.69 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 95,326 | 386.90 | 2,272 | 439.43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 81,215 | 3.39 | 1,935 | 14.43 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 888,459 | 69.98 | 21,172 | 88.14 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 47,150 | 24.07 | 1,124 | 52.58 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 74,081 | 52.08 | 1,765 | 68.42 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2,289 | 4,138.89 | 55 | 5,300.00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 261,293 | 1.49 | 6,227 | 12.32 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 14,087 | 0.29 | 336 | 10.93 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 43,821 | 1.19 | 1,044 | 12.02 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 9,219 | 220 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 203,177 | 4,842 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 13,050 | 200.00 | 296 | 2.42 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 263,041 | 31.87 | 6,268 | 45.43 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 9,374 | 0.29 | 223 | 10.95 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 50,954 | 1,214 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 38,422 | 0.00 | 916 | 10.64 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 23,837 | 7.04 | 568 | 18.58 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 963 | 23 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 387,281 | 20.63 | 9,229 | 33.51 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 26,718 | 175.76 | 637 | 205.77 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 116,006 | 15.44 | 2,764 | 27.79 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 385,570 | 1.42 | 9,188 | 12.25 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 509,143 | 3.32 | 12,270 | 21.59 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 100,227 | 1,895.36 | 2,388 | 2,111.11 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,357 | 204.64 | 175 | 224.07 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 40,372 | 7.30 | 1 |
