Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab U.S. TIPS ETF meliputi Kingstone Capital Partners Texas, LLC, Silver Coast Investments LLC, Wealthedge Investment Advisors, Llc, Bulwark Capital Corp, Riverpoint Wealth Management Holdings, LLC, Brown Wealth Management, Llc, Veridan Wealth LLC, Valpey Financial Services, LLC, FOPC - Frontier Asset Opportunistic Credit ETF, SMIDX - SMI Dynamic Allocation Fund, Signal Advisors Wealth, LLC, Cushing Capital Partners, LLC, Austin Wealth Management, LLC, Ballast, Inc., Tudor Investment Corp Et Al, Atlas Financial Advisors, Inc., Ground Swell Capital, LLC, M. Kulyk & Associates, LLC, Concurrent Investment Advisors, LLC, dan Edgestream Partners, L.P. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 389,974 | 6.64 | 10,405 | 5.81 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 66,444 | 1,773 | ||||||
| 2025-08-12 | 13F | Viawealth, Llc | 31,302 | 96.53 | 835 | 95.09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 150,852 | 9.29 | 4,025 | 8.43 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 304,479 | 12.75 | 8,123 | 11.87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,801,252 | 1.31 | 128,097 | 0.52 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 617 | 16 | ||||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 542,680 | 4.97 | 14,386 | 4.19 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 100,182 | 1.85 | 2,673 | 1.06 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 15,780 | 33,474.47 | 421 | -60.62 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 56,741 | 209.98 | 1,514 | 207.52 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32,294 | 0.44 | 859 | -0.58 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,600 | 0 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 89,523 | 4.43 | 2,388 | 3.60 | ||||
| 2025-07-17 | 13F | SWS Partners | 41,589 | 16.43 | 1,110 | 15.52 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 392,014 | 0.66 | 10,459 | -0.13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,782,708 | 35.23 | 100,923 | 34.17 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 42,677,764 | 4.94 | 1,138,643 | 4.12 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 126,366 | 341.01 | 3,371 | 337.79 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 18,364 | 0.44 | 490 | -0.41 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 887,853 | 1.78 | 23,688 | 0.98 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8,694 | 232 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 95,717 | 12.92 | 2,554 | 12.02 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 111,823 | 4.09 | 2,983 | 3.29 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 40,912 | 0.14 | 1,092 | -0.64 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 60,445 | 5.29 | 1,607 | 127.30 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 360,659 | 2.69 | 9,622 | 1.88 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 280 | 7 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 725 | 19 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 46,017 | 1,224 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 76,773 | 0.18 | 2,048 | -0.58 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 40,749 | 1.72 | 1,087 | 0.93 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 166,796 | 308,781.48 | 4,450 | 444,900.00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 7,704 | 206 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 7,449 | 1.24 | 199 | 0.51 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 304 | 8 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 11,653 | 3.41 | 311 | 2.31 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Moderate Structured Allocation Fund Service Class | 2,619,507 | 1.88 | 69,888 | 1.08 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 150,173 | 4 | ||||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 179,195 | 7.70 | 4,781 | 6.84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 839,335 | 9.79 | 22,393 | 8.94 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 377,703 | 8,614.88 | 10 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 11,506 | 5.79 | 307 | 4.79 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1,072,176 | 57 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 36,592 | 19.04 | 973 | 18.10 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 42,283 | 3.70 | 1,128 | 2.92 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 17,712 | 2.36 | 473 | 1.51 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 290,133 | 2.36 | 7,741 | 1.56 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 16,010 | 2.84 | 427 | 2.15 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 423,520 | 1.78 | 11,300 | 5.13 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 40,946 | 9.38 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 706,817 | 11.88 | 18,858 | 6.03 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10,480 | 280 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 566,403 | 0.47 | 15,112 | -0.32 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 52,798 | 1,417 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,327 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 78,778 | 1.20 | 2,102 | 0.38 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 48,625 | 6.95 | 1,297 | 6.14 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 372,410 | 93.87 | 9,936 | 92.35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 37,692 | 400.96 | 1 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 14,810 | 17.42 | 395 | 16.52 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 68,203 | 4.04 | 1,820 | 3.23 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 396,279 | 4.94 | 10,573 | 4.12 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13,882 | 5.85 | 370 | 5.11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 175,149 | 9.61 | 4,673 | 8.75 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 727,959 | 66.77 | 19,422 | 65.47 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 278,334 | 4.66 | 7,426 | 3.85 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 89 | 147.22 | 2 | |||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 14,117 | 4.32 | 377 | 3.58 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 8,207,688 | 2.60 | 218,981 | 1.79 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 1,246,241 | 0.84 | 33,250 | 0.04 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 50,889 | 5.12 | 1,358 | 4.30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 210,443 | 1,995.63 | 5,615 | 1,979.26 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 61,198 | 8.25 | 1,633 | 7.37 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 12,621 | 337 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,302 | 318.55 | 59 | 321.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 201,240 | 7.44 | 5 | 0.00 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 39,861 | 7.11 | 1,063 | 6.30 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 147 | 4 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 111,684 | 46.57 | 2,980 | 45.46 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 31,284 | 35.50 | 835 | 34.52 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,940 | 0.15 | 52 | -1.92 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 435 | 1,303.23 | 12 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20,967 | 559 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 407,018 | 17.00 | 10,874 | 16.22 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 183,574 | 0.84 | 4,898 | 0.04 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 106,883 | 53.88 | 2,837 | 51.90 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 10,429 | 2.43 | 278 | 1.83 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 329,385 | 23.38 | 8,772 | 25.50 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 775,010 | 3.61 | 20,677 | 2.80 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 57,055 | 6.19 | 1,515 | 4.92 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 291,024 | 17.58 | 7,741 | 16.32 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,944 | 28.83 | 52 | 27.50 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 1,186 | 32 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 11,034 | 0.01 | 294 | -0.68 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 129,666 | 4.73 | 3,459 | 3.91 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 596,547 | 6.77 | 15,916 | 5.94 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 1,242,196 | 2.53 | 33,142 | 1.73 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 178,027 | 38.21 | 4,750 | 37.14 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 28,420 | 1.83 | 758 | 1.07 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 218,580 | 12.81 | 5,832 | 11.92 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 81,624 | 12.12 | 2,164 | 12.42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,184,276 | 5.70 | 58,276 | 4.88 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 110,387 | 5.98 | 2,945 | 5.18 | ||||
| 2025-08-25 | NP | SWYDX - Schwab Target 2025 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,239,696 | 1.18 | 33,075 | 0.39 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 | 0 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 88,972 | 2.14 | 2,374 | 1.32 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1,141,633 | 22.16 | 30,459 | 21.20 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 18,519 | 33.74 | 494 | 32.80 | ||||
| 2025-08-14 | 13F | Comerica Bank | 101,419 | 9.74 | 2,706 | 8.85 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 7,604 | 203 | ||||||
| 2025-08-26 | NP | PPI - AXS Astoria Inflation Sensitive ETF | 57,643 | 499.20 | 1,538 | 495.74 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 137,007 | 4.60 | 3,655 | 3.78 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 1,346,257 | 0.85 | 35,918 | 0.07 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 283,610 | 158.69 | 7,567 | 156.65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 251,326 | 1.72 | 6,705 | 0.93 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 18,041 | 92.62 | 481 | 91.63 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 611,091 | 0.37 | 16,304 | -0.42 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 57,520 | 30.14 | 1,535 | 29.12 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 51,971 | 0.19 | 1,397 | 4.33 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 7,866 | 0.86 | 210 | 1.95 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 29,788 | 3.32 | 795 | 2.45 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 49,816 | 129.25 | 1 | |||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 250,436 | 6,682 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 37 | 1 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 46 | 1 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 1,606,096 | 48.63 | 43 | 44.83 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 304,037 | 23.66 | 8,112 | 22.69 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9,431 | 36.66 | 251 | 35.14 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 496 | 13 | ||||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 3,021,995 | 0.57 | 80,627 | -0.22 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 300,283 | 1.92 | 8,012 | 1.12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 222,649 | 3.27 | 5,940 | 2.47 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 9,922 | 16.87 | 265 | 15.79 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 18,174 | 485 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 229,188 | 20.77 | 6,115 | 19.84 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,328,471 | 0.78 | 35,444 | -0.01 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 39,884 | 0.87 | 1,064 | 0.09 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 38 | 2.70 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 87,066 | 32.34 | 2,323 | 31.26 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 11,390 | 25.47 | 304 | 24.18 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 512,999 | 29.66 | 13,687 | 28.64 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 20,407 | 545 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 78,473 | 11.82 | 2,094 | 10.92 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 7,684 | 1.91 | 205 | 1.49 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 23,456 | 1.44 | 626 | 0.64 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 79,080 | 0.51 | 2,110 | -0.28 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 64,369 | 4.74 | 1,714 | 4.70 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 50,350 | 0.67 | 1,343 | -0.07 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1,033,047 | 3.65 | 27,562 | 2.89 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 8,666 | 230 | ||||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 62,390 | 2.43 | 1,665 | 1.65 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 166,068 | 12.88 | 4,431 | 13.76 | ||||
| 2025-08-25 | NP | SWC1Z - Schwab VIT Balanced with Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65,577 | 2.25 | 1,750 | 1.45 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 1,679,994 | 3.03 | 44,822 | 2.22 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 18,713 | 13.40 | 500 | 12.90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,566,530 | 7.54 | 68,475 | 6.70 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 189,835 | 0.00 | 5,065 | -0.78 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 15,165 | 28.60 | 0 | |||||
| 2025-08-26 | NP | ISZAX - Voya Solution 2025 Portfolio Class ADV | 1,346,029 | 6.43 | 35,912 | 5.60 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1,732,448 | 5.43 | 46,222 | 4.61 | ||||
| 2025-08-14 | 13F | Fmr Llc | 199,767 | 7.80 | 5,330 | 6.97 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13,031 | 0.76 | 348 | 0.00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 21,159 | 8.14 | 565 | 11.68 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 430,191 | 22.26 | 11,477 | 21.31 | ||||
| 2025-05-30 | NP | GPINX - GuidePath(R) Income Fund | 687,202 | 832.15 | 18,479 | 312.92 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Conservative Structured Allocation Fund Standard Class | 507,519 | 1.11 | 13,541 | 0.32 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17,711 | 8.90 | 473 | 8.01 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 14 | 0 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3,015 | 1,965.07 | 80 | 2,566.67 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 192,084 | 5,125 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 803,740 | 3.37 | 21,444 | 2.56 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 124,076 | 0.44 | 3,310 | -0.33 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 115,382 | 0.15 | 3,078 | -0.61 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 11,747 | 313 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 11,278 | 301 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 41,104 | 16.52 | 1,097 | 15.61 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 35,161 | 938 | ||||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 21,700 | 579 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 63,242 | 53.75 | 1,687 | 52.53 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 172,080 | 3.13 | 4,576 | 2.76 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 565,702 | 26.27 | 15,093 | 25.29 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 38,756 | 32.22 | 1,034 | 31.22 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 33,598 | 868 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 12,540 | 64.37 | 335 | -18.34 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 23,665 | 631 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 279,456 | 3.23 | 7,456 | 2.42 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 140,429 | 608.09 | 3,747 | 602.81 | ||||
| 2025-08-07 | 13F | Nwam Llc | 36,395 | 1.60 | 969 | 0.62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 123,973 | 23.39 | 3,308 | 22.44 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 64,224 | 0.91 | 1,713 | 0.12 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 10,613 | 283 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 255,937 | 1.94 | 6,828 | 1.14 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 22,925 | 612 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 59,140 | 0.16 | 1,578 | -0.63 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,498 | 40 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 88,327 | 0.74 | 2,357 | -0.04 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17,202 | 5.86 | 459 | 5.05 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 23,516 | 86.65 | 627 | 85.50 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 159,619 | 3.02 | 4,259 | 2.21 | ||||
| 2025-08-07 | 13F | Commerce Bank | 55,994 | 14.34 | 1,494 | 13.45 | ||||
| 2025-08-26 | NP | IDXHX - Voya Index Solution 2030 Portfolio Class S | 1,053,131 | 0.21 | 28,098 | -0.58 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 501 | 1.21 | 13 | 0.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 11,340 | 23.88 | 303 | 22.76 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 40,015 | 2.30 | 1,068 | 1.52 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 10,792 | 289 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,654,106 | 5.06 | 70,768 | 3.96 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 49,342 | 1,316 | ||||||
| 2025-08-26 | NP | ISNFX - Voya Solution 2030 Portfolio Class ADV | 71,725 | 2.31 | 1,914 | 1.49 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6,411,484 | 5.36 | 171,058 | 4.54 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 309,565 | 0.29 | 8,259 | -0.49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,008,043 | 10.58 | 26,895 | 9.72 | ||||
| 2025-08-25 | NP | SWYEX - Schwab Target 2030 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,081,906 | 4.16 | 28,865 | 3.35 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 7,978 | 28.91 | 213 | 27.71 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 11,195 | 0.02 | 299 | -0.67 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 37,984 | 21.94 | 1,013 | 21.03 | ||||
| 2025-08-01 | 13F | Davy Global Fund Management Ltd | 29,491 | 41.72 | 787 | 40.61 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 301,111 | 4.56 | 8,034 | 3.73 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 7,944 | 212 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7,920 | 0.18 | 211 | -0.47 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 646 | 17 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 40,660 | 1.13 | 1,085 | 0.28 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 10,464 | -5.75 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 498,049 | 13,288 | ||||||
| 2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 190,512 | 2.24 | 5,050 | 1.49 | ||||
| 2025-08-25 | NP | SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 112,747 | 0.67 | 3,008 | -0.10 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,755 | 13.59 | 47 | 12.20 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 365,984 | 4.58 | 9,764 | 3.76 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 125,123 | 4.26 | 3,338 | 3.44 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 928,865 | 179.00 | 24,782 | 176.83 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 11,365,614 | 2.67 | 303,230 | 1.87 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 122,839 | 18.49 | 3,277 | 18.05 | ||||
| 2025-08-26 | NP | ISDAX - Voya Index Solution 2025 Portfolio Class ADV | 3,371,357 | 6.04 | 89,948 | 5.21 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 16,586 | 1.82 | 0 | |||||
| 2025-08-26 | NP | PDPAX - Virtus Rampart Alternatives Diversifier Fund Class A | 41,820 | 349.68 | 1,116 | 346.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27,293 | 155.89 | 728 | 154.55 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 46 | 1 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 42,643 | 158.49 | 1,138 | 156.66 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 96,498 | 2,575 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 12,904 | 5.50 | 344 | 4.88 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Moderately Aggressive Structured Allocation Fund Standard Class | 872,560 | 1.86 | 23,280 | 1.06 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,611,154 | 4.14 | 42,986 | 3.33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24,293 | 16.64 | 648 | 20.67 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 14,839 | 3.28 | 396 | 2.33 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 14,003 | 35.79 | 374 | 34.66 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 10,082 | 0.15 | 268 | -1.11 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 76,655 | 453.11 | 2,045 | 449.73 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 17,245 | 0.95 | 460 | 0.22 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 8,986 | 0.44 | 240 | -0.42 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 10,324 | 275 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 55,722 | 7.27 | 1,482 | 6.47 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 141,475 | 0.03 | 3,775 | -0.74 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 282,838 | 4.97 | 8 | 0.00 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 41 | 1 | ||||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 83,277 | 2,222 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6,751,239 | 21.46 | 180,123 | 20.52 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 82,823 | 3.33 | 2,210 | 2.51 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,411 | 64.07 | 38 | 60.87 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 12,867 | 6.90 | 344 | 8.52 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 72,156 | 0.83 | 1,910 | 1.87 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 149,314 | 2.39 | 3,984 | 1.58 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 328,155 | 0.30 | 8,755 | -0.48 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 66,303 | 1,769 | ||||||
| 2025-08-14 | 13F | State Street Corp | 2,599,691 | 3.02 | 69,360 | 2.21 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 86 | 1.18 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 832,189 | 2.47 | 22 | 4.76 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,009 | 9,031.82 | 54 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 21,989 | 6.62 | 587 | 5.78 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 220 | 6 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 7,563 | 200 | ||||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 192,811 | 0.06 | 5,144 | -0.71 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1,940 | 0.26 | 52 | -1.92 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 205,400 | 0.25 | 5,480 | -0.53 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 384 | 10 | ||||||
| 2025-08-25 | NP | SWYAX - Schwab Target 2010 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 133,122 | 2.68 | 3,552 | 1.86 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 333,971 | 11.28 | 8,910 | 10.41 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 283,368 | 1.35 | 7,560 | 0.57 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 83,000 | 2.62 | 2,214 | 1.84 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 55,933 | 23.81 | 1,492 | 22.90 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,404 | 0.04 | 64 | 0.00 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 26,980 | 0.37 | 720 | -0.42 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 77,761 | 3.27 | 2,075 | 2.47 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 479,787 | 8.25 | 13,351 | 7.50 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 6,155 | 11.26 | 164 | 10.81 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 437 | 12 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 890 | 24 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,437,940 | 918.50 | 38,364 | 910.64 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 574,501 | 0.42 | 15,328 | -0.36 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 163,330 | 7.96 | 4,358 | 7.10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 44,130 | 6.70 | 1,177 | 5.85 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 5,398 | 143 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 913,088 | 15.62 | 24,361 | 14.72 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1,439,578 | 10.72 | 38,408 | 9.85 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 199,703 | 1.78 | 5,328 | 1.00 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 9,612 | 256 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 319,315 | 1.28 | 8,519 | 0.50 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,156 | 5.76 | 31 | 3.45 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 31,970,077 | 13.28 | 852,962 | 12.40 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,400 | 21.18 | 144 | 21.01 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 16,511 | 21.82 | 441 | 20.88 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 17,069 | 11.03 | 459 | 15.37 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 99,653 | 34.74 | 2,659 | 33.70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 55,944 | 0.01 | 1,493 | -0.80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 143,806 | 32.44 | 3,837 | 31.41 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 801,630 | 2.61 | 21,387 | 1.81 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 463,154 | 88.91 | 12,357 | -6.02 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 74,786 | 0.99 | 1,995 | 0.20 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,626,859 | 18.87 | 43,405 | 17.95 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Moderate Index Allocation Fund Standard Class | 2,460,619 | 3.87 | 65,649 | 3.06 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 87,228 | 1.21 | 2,326 | 0.48 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 173 | 51.75 | 5 | 33.33 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 76,249 | 394.00 | 2,034 | 390.12 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 55,935 | 0.35 | 1,492 | -0.40 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 143,039 | 60.57 | 3,816 | 59.33 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 335 | 1.21 | 9 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 14,560 | 30.30 | 388 | 30.64 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 14,012 | 70.63 | 374 | -25.25 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 74,812 | 8.65 | 1,996 | 7.78 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 115,109 | 11,538.93 | 3,071 | 11,711.54 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8,277 | 0 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 105,996 | 0.31 | 2,828 | -0.49 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 21,658 | 17.36 | 578 | 16.33 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 18,250 | 490 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2,200 | 59 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 655,271 | 23.87 | 17,415 | 22.50 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 9,402 | 78,250.00 | 251 | |||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 72,111 | 2.88 | 1,924 | 2.07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 293,201 | 58.54 | 8 | 75.00 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 369,220 | 9,851 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 10 | 0 | ||||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 241,025 | 8.36 | 6,431 | 7.51 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 65,283 | 45.56 | 1,742 | 44.36 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Conservative Index Allocation Fund Standard Class | 543,428 | 0.13 | 14,499 | -0.66 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7,767,777 | 2.34 | 207,244 | 1.54 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 103,581 | 9.11 | 2,739 | 9.65 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 49,391 | 1,318 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 19,701 | 526 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 57,882 | 2.25 | 1,544 | 1.45 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 75,427 | 82.00 | 2,012 | 80.61 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 156,858 | 3.50 | 4,185 | 2.67 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,208 | 0 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 175,049 | 11.38 | 4,670 | 15.05 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 16,002 | 22.89 | 427 | 21.71 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 592,128 | 9.69 | 15,798 | 8.84 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Moderately Aggressive Index Allocation Fund Standard Class | 1,204,055 | 3.93 | 32,124 | 3.12 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 142,664 | 3,806 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 38,658 | 1,031 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 109,652 | 2.49 | 2,926 | 1.67 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 102,763 | 1.70 | 2,742 | 0.88 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 50,660 | 1,359 | ||||||
| 2025-08-11 | 13F | Duff & Phelps Investment Management Co | 41,820 | 349.68 | 1,116 | 346.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1,367 | 0.96 | 36 | 0.00 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 401,047 | 9.66 | 10,700 | 8.80 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,042,832 | 3.96 | 54,155 | 2.49 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 68,022 | 13.84 | 1,815 | 12.95 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 347 | 5.47 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,413,404 | 4.09 | 37,710 | 7.51 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 927,681 | 0.88 | 24,751 | 0.10 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 771,988 | 20.23 | 20,597 | 19.29 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,580 | 54.77 | 69 | 54.55 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 39,772 | 0.11 | 1,061 | -0.66 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 6,646 | 1.20 | 177 | 0.57 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 810 | 1,206.45 | 22 | 2,000.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5,740 | 32.35 | 153 | 31.90 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 18,494 | 11.69 | 490 | 11.90 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 498,091 | 9.60 | 13,289 | 8.75 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 7,833,720 | 2.93 | 209,004 | 2.13 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 764 | 20 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 19,308 | 0.28 | 513 | -0.77 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 26,430 | 705 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3,808 | 0.18 | 102 | 0.00 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 522,362 | 1.23 | 13,937 | 0.44 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1,816 | 12,871.43 | 48 | 0.00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 95,899 | 5.18 | 2,559 | 4.37 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 34,969 | 312.47 | 933 | 310.57 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 123,265 | 4.59 | 3,289 | 3.76 |
