Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF meliputi Halbert Hargrove Global Advisors, Llc, Exchange Traded Concepts, Llc, Gibbs Wealth Management, SGPKX - SGI Peak Growth Fund Class I Shares, Sage Advisory Services, Ltd.Co., QVOY - Q3 All-Season Active Rotation ETF, Valpey Financial Services, LLC, Perissos Private Wealth Management, LLC, rebel Financial LLC, MidWestOne Financial Group, Inc., 21 West Wealth Management LLC, Abc Arbitrage Sa, Plan Group Financial, LLC, L2 Asset Management, LLC, Blue Capital, Inc., Hutchinson Financial Advisors, INC, Scott Marsh Financial, LLC, Silverlake Wealth Management Llc, Hancock Whitney Corp, dan Kmg Fiduciary Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 219,390 | 8,734 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 40,299 | 1.44 | 1,632 | 12.79 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 9,207 | 12.68 | 373 | 25.25 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 4,944 | 200 | ||||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 44,779 | 4.85 | 1,813 | 16.67 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 11,143 | 2.35 | 451 | 13.89 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 90,851 | 1.26 | 3,679 | 12.61 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,972 | 35.91 | 80 | 51.92 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 18,883 | 10.50 | 765 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,919 | 146.03 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1,813,687 | 9.36 | 73,345 | 20.70 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 3,743 | 152 | ||||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 11,209 | 0.08 | 454 | 11.30 | ||||
| 2025-08-08 | 13F | Creative Planning | 99,636,348 | 15.03 | 4,034,276 | 27.92 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 64,205 | 4.09 | 2,600 | 15.77 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 507,962 | 15.35 | 20,567 | 28.28 | ||||
| 2025-08-05 | 13F | Burney Co/ | 10,484 | 5.40 | 424 | 17.13 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 315,800 | 90.87 | 12,787 | 112.25 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 708,918 | 498.97 | 28,704 | 566.14 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 195,176 | 27.39 | 7,903 | 41.66 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 94 | 2.17 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 557,857 | 2.37 | 22,588 | 13.85 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 1,595,482 | 1.94 | 64,601 | 25.69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 7,695 | 42.71 | 312 | 58.67 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1,200 | 49 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 14,769 | 44.72 | 598 | 60.92 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 26,864 | 0.77 | 1,088 | 12.06 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 607,058 | 6.20 | 24,513 | 22.75 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 37,000 | 1.97 | 1,498 | 13.40 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 429,080 | 4.01 | 17,373 | 15.67 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 347 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17,238 | 4.61 | 698 | 16.36 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 218,934 | 2.39 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3,983,830 | 686.53 | 161,305 | 774.71 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 51,780 | 688.25 | 2,091 | 742.74 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 7,603 | 308 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 166,949 | 34.62 | 6,760 | 49.70 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 27,874 | 15.68 | 1,129 | 28.62 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1,499 | 61 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 2,158 | 15.09 | 87 | 27.94 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2,578 | 2.63 | 104 | 14.29 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 901,955 | 10.34 | 36,520 | 22.71 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 213,902 | 15.17 | 8,661 | 28.07 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 27,222 | 9.18 | 1,102 | 21.50 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 84,206 | 0.17 | 3,410 | 11.41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 783,624 | 17.20 | 31,729 | 30.33 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 25,133 | 0.70 | 1,018 | 12.00 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 117,593 | 11.81 | 4,761 | 24.34 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 33,078 | 103.33 | 1,339 | 126.18 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 168,866 | 8.32 | 6,837 | 20.48 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 5,088 | 4,611.11 | 206 | 6,766.67 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 100,736 | 15.52 | 4,079 | 28.48 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 7,780 | 315 | ||||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 172,676 | 13.82 | 6,992 | 26.58 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 73,966 | 2,995 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,619,016 | 9.45 | 65,554 | 21.71 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 46,963 | 0.98 | 1,902 | 12.29 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7,322 | 296 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 6,442 | 261 | ||||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 383,847 | 1.23 | 15,542 | 12.57 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 60,756 | 4.18 | 2,460 | 15.87 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 43,331 | 12.97 | 1,754 | 25.64 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 122,124 | 12.11 | 4,945 | 24.66 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 683,161 | 27.42 | 27,661 | 41.70 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 963,759 | 289.51 | 39 | 387.50 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 70,495 | 2,854 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 130 | 7.44 | 5 | 25.00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 189,311 | 14.51 | 7,665 | 27.35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 14,181,618 | 9.36 | 574 | 21.61 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 247,260 | 8.38 | 10,012 | 20.53 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 42,139 | 53.09 | 1,706 | 70.26 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 9,213 | 0.09 | 373 | 11.34 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 167,471 | 50.09 | 6,804 | 59.01 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 888 | 36 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 142,066 | 8.04 | 5,683 | 18.30 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 27,624 | 11.80 | 1,119 | 24.36 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 683,161 | 3.72 | 27,661 | 13.60 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 6,723 | 272 | ||||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 182,089 | 0.67 | 7,373 | 11.95 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 175 | 7 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 18,216 | 7.79 | 738 | 19.84 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 59,356 | 430.01 | 2,403 | 490.42 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 45,166 | 13.15 | 1,829 | 25.81 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 872 | 1.51 | 35 | 12.90 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 38,902 | 0.64 | 1,575 | 11.94 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,393 | 218 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 19,795 | 34.49 | 801 | 49.72 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 134,097 | 28.62 | 5,430 | 43.02 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 54,723 | 1.40 | 2,216 | 12.78 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 14,392 | 0.92 | 524 | 4.80 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 28,722 | 27.63 | 1,163 | 41.88 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 55,622 | 25.59 | 2,252 | 39.70 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 473,195 | 1.40 | 19,160 | 12.77 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9,415 | 43.96 | 381 | 60.08 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 6,275 | 254 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7,726,859 | 24.80 | 313 | 38.67 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15,565 | 20.30 | 632 | 32.77 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6,209 | 253 | ||||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 193,217 | 7.88 | 7,315 | 14.64 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 112,970 | 0.25 | 4,574 | 11.48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,985,322 | 24.37 | 200,012 | 37.03 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,196 | 11.34 | 291 | 23.83 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 227,288 | 9.12 | 8,276 | 16.42 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 53,579 | 0.12 | 2,169 | 11.34 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 29,116 | 2.28 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 732,670 | 7.86 | 29,666 | 19.95 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 344,618 | 21.17 | 13,954 | 34.31 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 152,557 | 0.61 | 6,177 | 11.88 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 598,244 | 0.09 | 24,223 | 11.30 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 20,082 | 1.68 | 802 | 11.40 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 69,944 | 8.35 | 2,873 | 24.22 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 1,369,787 | 1.06 | 55,463 | 12.38 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10,169 | 412 | ||||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 104,261 | 2.54 | 4,222 | 14.02 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 703,776 | 5.20 | 28,496 | 16.99 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 6,419 | 0.23 | 260 | 11.16 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 89,258 | 531.92 | 3,614 | 603.11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 723,650 | 14.37 | 29,301 | 27.18 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 91,057 | 5.57 | 3,687 | 17.39 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 297,392 | 4.36 | 12,041 | 16.06 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 31,302 | 187.70 | 1,267 | 219.95 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 738,744 | 4.48 | 29,912 | 16.19 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 23,308 | 13.10 | 944 | 25.73 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 17,438 | 706 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1,071 | 1.13 | 43 | 13.16 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 40,999 | 2.62 | 1,660 | 14.17 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 544,588 | 5.66 | 22,050 | 17.51 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 131,420 | 2.60 | 5,321 | 14.11 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 885,540 | 1.65 | 35,856 | 13.04 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 159 | 1.27 | 6 | 20.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,026,614 | 22,913.09 | 41,568 | 25,558.64 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 124,454 | 0.14 | 5,039 | 11.38 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,093 | 44 | ||||||
| 2025-08-14 | 13F | Abound Financial, Llc | 376,439 | 1.26 | 15,242 | 12.60 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 87,582 | 0.64 | 3,546 | 11.93 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 22,810 | 192.06 | 831 | 212.03 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 100,738 | 4 | ||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 1,006,361 | 6.90 | 40,748 | 23.39 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5,210 | 211 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21,089 | 854 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 422,738 | 4.37 | 17,117 | 16.06 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 91,629 | 16.30 | 3,723 | 29.78 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,565,077 | 63,370 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 51,311 | 6.79 | 2,078 | 18.75 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 93,420 | 0.29 | 3,783 | 11.53 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 52,252 | 0.81 | 2,142 | 13.51 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1,839,004 | 5.18 | 74,461 | 16.97 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 33,560 | 0.27 | 1,359 | 11.49 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 5,605 | 4.94 | 227 | 16.49 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 5,129 | 208 | ||||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 29,681 | 11.62 | 1,202 | 24.07 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 324,699 | 25.81 | 13,482 | 37.83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28,959 | 6.05 | 1,173 | 17.91 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 123,617 | 8.61 | 5,005 | 20.78 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 13,403 | 543 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 639 | 0.31 | 26 | 8.70 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1,085,621 | 3.99 | 39,527 | 10.94 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 177,098 | 15.00 | 7,171 | 27.88 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 50,559 | 5.43 | 2,047 | 17.24 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 422 | 70.85 | 17 | 112.50 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8,570 | 44.15 | 347 | 60.65 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 18,963 | 0.21 | 768 | 11.32 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 557,518 | 51.53 | 22,574 | 68.51 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 255,803 | 1.42 | 10,357 | 12.78 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 45,059 | 1.07 | 1,824 | 12.38 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 23,639 | 119.86 | 957 | 144.76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 402,017 | 1.28 | 16,278 | 12.52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,145,883 | 12.07 | 127,377 | 24.63 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 12,066 | 489 | ||||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1,400 | 57 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 822,837 | 0.93 | 33,317 | 12.24 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 372,603 | 17.65 | 15,087 | 30.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 11,528 | 0.68 | 467 | 12.02 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 49,969 | 1,190.19 | 2,023 | 872.60 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 78,468 | 9.65 | 3,177 | 21.96 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 39,724 | 36.33 | 1,608 | 51.70 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 187,076 | 31.99 | 7,575 | 46.78 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 254,656 | 7.27 | 10,311 | 19.30 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 33,830 | 0.06 | 1,370 | 11.21 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5,237 | 212 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 20,833 | 0.97 | 844 | 12.25 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 12,373 | 501 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 80,830 | 8.30 | 3,273 | 20.43 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 105,616 | 6.25 | 4,276 | 18.15 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 42,254 | 7.06 | 1,711 | 19.08 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 11,798 | 0.46 | 478 | 11.71 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 747,947 | 7.59 | 30,284 | 19.64 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 37,310 | 1,511 | ||||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 580,049 | 2.47 | 23,486 | 13.95 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 15,426 | 12.21 | 625 | 24.80 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 59,015 | 2.24 | 2,149 | 9.09 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 16,586 | 135.00 | 672 | 162.11 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 62,218 | 28.20 | 2,519 | 41.36 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 102,603 | 23.22 | 4,178 | 33.66 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,630,385 | 39.09 | 106,504 | 54.67 | ||||
| 2025-08-07 | 13F | Nwam Llc | 45,389 | 5.56 | 1,830 | 16.93 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 6,705 | 271 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19,611 | 2.37 | 794 | 15.91 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26,980 | 146.12 | 1,092 | 173.68 | ||||
| 2025-05-19 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 948,065 | 267.67 | 34,519 | 292.26 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 147,664 | 2.17 | 5,979 | 7.17 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 5,000 | 202 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 269,316 | 2.71 | 10,905 | 9.84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 328,737 | 3.10 | 13,311 | 14.65 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 22 | 175.00 | 1 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 23,820 | 0.51 | 968 | 13.08 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 608,406 | 5.48 | 24,634 | 17.29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 117,568 | 0.38 | 4,760 | 11.63 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,309 | 0.09 | 863 | 11.23 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 185,550 | 311.22 | 7,448 | 371.03 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8,688 | 21.26 | 352 | 35.00 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 9,489 | 5.87 | 384 | 17.79 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 286,814 | 34.06 | 11,613 | 49.09 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 104,193 | 16.03 | 4 | 33.33 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 2,157 | 0 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1,051,949 | 17.53 | 42,593 | 30.70 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 9,696 | 1.67 | 393 | 12.97 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 163,131 | 97.81 | 6,605 | 120.02 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 198,509 | 7.14 | 8,038 | 19.14 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 191,061 | 3.51 | 7,736 | 15.12 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 61,331 | 1.53 | 2,483 | 12.91 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 273,069 | 9.51 | 11,057 | 21.78 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 51,525 | 1.56 | 2,086 | 12.94 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 682,694 | 13.75 | 28,399 | 29.96 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 518,729 | 15.05 | 21,003 | 27.95 | ||||
| 2025-08-07 | 13F | PFG Advisors | 97,601 | 433.16 | 3,952 | 493.24 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 204,463 | 5.39 | 8,279 | 17.20 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 144,805 | 28.49 | 5,863 | 42.90 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 626,791 | 19.19 | 25,379 | 32.54 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 22,294 | 36.66 | 903 | 52.11 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2,270 | 92 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 185,855 | 1.96 | 7,475 | 8.70 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 95,206 | 0.98 | 3,855 | 12.30 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 290,232 | 3.33 | 11,751 | 14.90 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 261,358 | 52.74 | 10,582 | 69.86 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 201,072 | 3.46 | 8,141 | 15.05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 11,243 | 33.32 | 455 | 48.21 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2,780 | 113 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 38,862 | 322.83 | 1,574 | 370.96 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 85,385 | 3,457 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 62,452 | 4.90 | 2,529 | 16.66 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 130,206 | 2.93 | 5,272 | 14.46 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 17,123 | 173.40 | 699 | 206.58 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 244,609 | 5.13 | 9,904 | 16.92 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 392,423 | 15,889 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 769,580 | 0.26 | 31,160 | 11.49 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 35,646 | 5.36 | 1,443 | 17.22 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 50,766 | 2,056 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 80,985 | 7.22 | 3,279 | 21.13 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 185,739 | 5.72 | 7,521 | 17.57 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 28,884 | 1,169 | ||||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 7,221 | 292 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 24,916 | 6.05 | 1,009 | 17.89 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 9,849 | 1.68 | 399 | 13.07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 341,626 | 36.58 | 13,832 | 51.88 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 409,156 | 15.38 | 16,567 | 28.31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,340,880 | 6.69 | 54 | 20.00 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 40,152 | 1,626 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 222,186 | 1.16 | 8,996 | 12.49 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 36,969 | 1.17 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5,595 | 227 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 152,346 | 9.17 | 6,168 | 21.39 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 483 | 20 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 93,770 | 10.80 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 738,789 | 7.58 | 30,675 | 17.85 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 104,466 | 4,230 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1,318,472 | 29.83 | 53,385 | 44.37 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 137,724 | 10.81 | 5,576 | 23.23 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 770,930 | 2.21 | 31,215 | 13.67 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14,808 | 52.36 | 368 | 4.25 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 56,714 | 3.45 | 2,296 | 15.03 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8,381 | 38.41 | 339 | 54.09 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 15,468 | 3,949.21 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 164,165 | 8.11 | 6,647 | 20.24 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 23,776 | 55.26 | 963 | 72.71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 3,062,999 | 124,021 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 27,997 | 8.18 | 1,134 | 20.28 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 167,545 | 17.54 | 6,784 | 30.69 | ||||
| 2025-08-08 | 13F | Abc Arbitrage Sa | 57,191 | 2,316 | ||||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 9,780 | 2.73 | 396 | 14.16 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 8,755 | 3.55 | 354 | 15.31 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 40,355 | 6.60 | 1,634 | 18.51 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 10,110 | 1.60 | 409 | 12.98 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 355,921 | 206.03 | 14,411 | 240.36 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 30,400 | 1.21 | 1,231 | 12.53 | ||||
| 2025-04-15 | 13F | Collier Financial | 236,817 | 462.71 | 8,623 | 500.42 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 546,648 | 1.50 | 22,134 | 12.87 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 35,362 | 31.02 | 1,432 | 45.72 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 27,559 | 1.27 | 1,116 | 12.63 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 686,303 | 145.98 | 27,788 | 173.56 | ||||
| 2025-07-11 | 13F | Bell Bank | 21,024 | 127.66 | 851 | 153.27 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 36,297 | 6.24 | 1,470 | 18.18 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 5,007 | 203 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 26,148 | 6.90 | 1,059 | 18.88 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 5,118 | 207 | ||||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 10,361 | 11.65 | 419 | 24.33 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 32,513 | 1,316 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 19,703 | 183.90 | 798 | 237.71 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3,339,020 | 0.96 | 135,197 | 12.28 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 159,764 | 23.45 | 6,469 | 37.27 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 55,598 | 0.49 | 2,251 | 11.77 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 1,276,782 | 51,697 | ||||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 23,761 | 1.66 | 962 | 13.18 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2,647 | 11.83 | 107 | 24.42 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 5,963 | 1.67 | 0 | |||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 170,991 | 13.91 | 6,923 | 26.68 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 318,848 | 5.16 | 11,609 | 12.19 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 923,950 | 2.72 | 37,411 | 14.24 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 427,208 | 9.23 | 17,298 | 21.47 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 4,947 | 200 | ||||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 5,178 | 210 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,810 | 0.39 | 73 | 12.31 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 907,233 | 15.23 | 36,734 | 28.14 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 15,801 | 640 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 216,314 | 185.60 | 8,759 | 217.66 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 24,351 | 1.96 | 986 | 13.35 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,101 | 4.66 | 45 | 15.79 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1,678,854 | 6.51 | 67,977 | 18.44 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9,988 | 37.37 | 404 | 53.03 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 56,185 | 106.91 | 2,275 | 130.16 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 13,225 | 0.04 | 535 | 11.23 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 378,855 | 0.66 | 15,340 | 11.94 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 11,967 | 0.01 | 485 | 11.26 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 417,799 | 0.27 | 16,917 | 11.50 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 313,038 | 1.70 | 12,675 | 13.10 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 1,511,472 | 428.03 | 61,199 | 487.21 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 68,123 | 14.98 | 2,758 | 27.86 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 397,532 | 61.82 | 16,414 | 80.75 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1,008,209 | 3.94 | 40,822 | 15.59 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 56,802 | 2,300 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 841 | 331.28 | 34 | 385.71 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,236 | 51 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 99 | 4 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6,139 | 249 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 144,815 | 30.60 | 5,864 | 45.23 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 31,953,401 | 0.97 | 1,293,793 | 9.19 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 2 | 0 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 76,578 | 32.30 | 3,101 | 47.13 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 119,187 | 2.17 | 4,826 | 13.61 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 43,839 | 3.62 | 1,775 | 15.26 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5,319 | 215 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 11,238 | 3.98 | 455 | 15.78 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 17,313 | 57.18 | 701 | 74.56 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 29,052 | 1,176 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1,875 | 76 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 9,596 | 49.68 | 389 | 66.52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 26,262 | 10.55 | 1,063 | 23.03 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 9,914 | 42.67 | 401 | 59.13 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 259,468 | 70.92 | 10,506 | 90.07 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 7,166 | 4.61 | 290 | 16.47 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 953,060 | 3.15 | 38,589 | 14.71 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 12,518 | 45.61 | 507 | 61.66 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18,719 | 11.40 | 758 | 23.90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 236,857 | 1.78 | 9,590 | 13.17 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4,003 | 162 | ||||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 139,959 | 57.27 | 5,667 | 74.88 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 22,686 | 3.07 | 919 | 14.61 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 44,509 | 1,802 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 114,832 | 20.34 | 4,650 | 33.82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 470,480 | 16.38 | 19,050 | 29.43 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 89,039 | 3,605 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 41,501 | 1.23 | 1,680 | 12.60 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 6,124 | 248 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 26,672 | 3.90 | 1,080 | 15.52 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 4,881 | 0.25 | 198 | 11.30 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 3,895 | 6,285.25 | 158 | 7,750.00 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 28,003 | 131.47 | 1,134 | 157.50 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 27,026 | 1.67 | 1,094 | 13.13 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 336,841 | 10.57 | 13,639 | 22.95 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1,188,093 | 9.38 | 48,106 | 21.64 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 21,598 | 24.52 | 875 | 38.51 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5,577 | 1.14 | 226 | 12.50 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8,391,174 | 15.23 | 339,759 | 28.14 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5,774 | 234 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5,624 | 1.41 | 228 | 12.94 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 297,199 | 11.78 | 12,033 | 24.31 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 197,253 | 7,987 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 35,925 | 17.88 | 1,455 | 31.11 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 635,596 | 20.60 | 26 | 31.58 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 62,018 | 1.02 | 2,511 | 12.35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 69,208 | 2.69 | 2,802 | 14.23 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 428,420 | 0.87 | 17,347 | 12.17 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1,873 | 1.68 | 76 | -46.04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47,220 | 19.06 | 1,885 | 30.54 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 402,429 | 0.91 | 16,294 | 12.23 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 137,855 | 5,488 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10,632 | 0.89 | 431 | 12.27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 93,822 | 33.04 | 3,789 | 46.25 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 2,747 | 1.67 | 111 | 13.27 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,801,092 | 4.11 | 113,416 | 15.78 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 5,708 | 231 | ||||||
| 2025-08-14 | 13F | Bank Of Hawaii | 28,035 | 34.88 | 1,135 | 50.13 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1,382 | 16.43 | 56 | 27.91 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 9,800 | 3.70 | 397 | 15.12 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 214,437 | 3.36 | 8,683 | 14.95 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 58,773 | 63.84 | 2,380 | 82.16 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 241 | 10 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 31,181 | 0.96 | 1,263 | 12.28 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 13,580,167 | 5.68 | 549,861 | 17.52 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 647,189 | 7.71 | 26,205 | 19.77 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 624 | 25 | ||||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 19,404 | 21.91 | 786 | 35.58 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15,398 | 6.99 | 623 | 26.88 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 292,666 | 11,850 | ||||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 600 | 24 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 110,830 | 6.49 | 4,488 | 18.42 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6,324 | 1.18 | 256 | 12.78 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 10,920 | 18.09 | 442 | 31.55 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3,249 | 1.82 | 132 | 12.93 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 8,584 | 348 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 46,417 | 0.27 | 1,879 | 11.51 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 31,869 | 30.51 | 1,290 | 45.11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 611 | 1,427.50 | 25 | 2,300.00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 9,899 | 9.15 | 401 | 21.21 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 254,186 | 2.89 | 10,292 | 14.41 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 345 | 1.77 | 14 | 8.33 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 24,561 | 30.43 | 994 | 45.11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,610,586 | 258.22 | 65,214 | 298.38 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 261,790 | 111.80 | 10,600 | 135.53 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 44,466 | 11.93 | 1,800 | 24.48 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 131,162 | 14.27 | 5,311 | 27.06 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 62 | 3 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 124,932 | 5,059 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 74 | 1.37 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 41,518 | 22.71 | 1,687 | 32.76 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 501,753 | 9.20 | 20,316 | 21.44 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29,184 | 10.60 | 1 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 436,079 | 2.41 | 17,657 | 13.89 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 215,774 | 14.77 | 8,737 | 27.63 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 7,467 | 302 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 206,320 | 34.43 | 8,354 | 49.48 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,848,872 | 12.39 | 75 | 25.42 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,214 | 90 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 782,790 | 1.41 | 32 | 10.71 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 171,159 | 2.56 | 7 | 0.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 734 | 78.16 | 30 | 93.33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 200,660 | 2.29 | 8,271 | 12.33 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5,583 | 226 | ||||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 347,238 | 34.76 | 14,060 | 49.87 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 766 | 0.26 | 31 | 14.81 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 62,387 | 15.29 | 2,526 | 28.22 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 50,501 | 0.72 | 2,045 | 12.00 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 7,971 | 323 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 55,305 | 0.93 | 2,239 | 12.23 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 83,075 | 445.47 | 3,364 | 507.04 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 8,921 | 24.84 | 361 | 38.85 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10,769 | 95.30 | 436 | 118.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 35,856 | 1.42 | 1,452 | 12.74 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 139,581 | 2.19 | 5,652 | 13.63 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 181,668 | 10.74 | 7,356 | 23.16 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2,153 | 87 | ||||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 64,945 | 42.53 | 2,630 | 58.47 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 191,911 | 2.94 | 7,770 | 14.47 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 168,515 | 230.17 | 7 | 500.00 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 11,623 | 1.41 | 471 | 12.71 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 820 | 36.44 | 0 | |||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 81,163 | 2.28 | 3,286 | 13.74 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 74,289 | 20.89 | 3,008 | 34.42 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 997 | 49.10 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4,679 | 5,537.35 | 189 | 6,200.00 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 129,931 | 5,273 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 27,730 | 0.17 | 1,123 | 11.42 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6,087 | 246 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 19,128 | 774 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 385,084 | 0.75 | 15,592 | 12.04 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6,558 | 0.95 | 266 | 12.29 | ||||
| 2025-09-03 | 13F | American Trust | 5,595 | 0.83 | 227 | 11.88 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 34,467 | 1,396 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 404,032 | 36.33 | 16,359 | 51.61 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 160,665 | 2.52 | 6,505 | 14.00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 3,862 | 71.72 | 156 | 92.59 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 9,152 | 11.20 | 371 | 23.75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,580,442 | 85.39 | 63,992 | 106.17 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 2,817 | 1.40 | 114 | 12.87 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 63,059 | 8.29 | 2,553 | 20.42 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,478 | 216.76 | 141 | 258.97 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 260 | 11 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 2,112,631 | 0.34 | 85,540 | 11.59 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 12,933 | 0.14 | 524 | 11.28 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 9,989 | 1.01 | 404 | 12.22 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 115,996 | 569.26 | 4,697 | 644.22 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 143,105 | 2.85 | 5,794 | 14.37 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 5,655 | 0.93 | 229 | 12.32 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1,106,640 | 37.34 | 44,808 | 52.73 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 495,350 | 10.68 | 20,057 | 23.07 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7,115 | 7.19 | 288 | 19.50 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 19,460 | 10.66 | 1 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 109,067 | 7.46 | 4,416 | 19.51 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 58,737 | 2.95 | 2,378 | 14.49 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 54,527 | 10.45 | 2,208 | 22.82 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 25,189 | 4.38 | 1,020 | 16.06 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 8,704 | 12.82 | 352 | 25.71 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 33,723 | 1.67 | 1,365 | 20.58 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 389 | 1.83 | 16 | 15.38 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 214,253 | 21.46 | 8,675 | 35.08 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 97,595 | 1.95 | 3,952 | 13.37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5,612,518 | 26.87 | 227,251 | 41.09 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 382,438 | 1.07 | 15,485 | 12.40 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,348,914 | 54,618 | ||||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 9,016 | 1.67 | 365 | 13.35 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 73,496 | 1.41 | 2,976 | 12.77 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 104,837 | 41.98 | 4,245 | 57.89 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 424,742 | 42.40 | 17,198 | 58.35 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 291,732 | 2.87 | 11,812 | 14.34 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 1,221 | 49 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2,184 | 3.02 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 346,673 | 2.72 | 14,037 | 14.23 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 22,879 | 926 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 105,692 | 41.92 | 4,329 | 58.94 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 17,430 | 11.38 | 706 | 22.61 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 537,552 | 12.96 | 21,765 | 25.62 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 542 | 32.20 | 18 | 28.57 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 89 | 4 | ||||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 17,576,000 | 240.82 | 711,652 | 251.45 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 3,159 | 128 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,015,227 | 15.81 | 41,107 | 28.79 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 13,121 | 0.92 | 531 | 12.26 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 5,271 | 213 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 274 | 11 | ||||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 117,221 | 4,746 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14,906 | 1.34 | 604 | 12.71 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 164,462 | 1.70 | 6,659 | 13.09 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 5,967 | 242 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 24,414 | 989 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 58,476 | 32.40 | 2,368 | 47.20 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 89,217 | 39.00 | 3,612 | 54.62 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 133,646 | 50.88 | 5,411 | 67.78 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 27,024 | 1,094 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14,312 | 48.59 | 579 | 65.43 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1,103 | 1.66 | 45 | 12.82 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 39,409 | 0.30 | 1,596 | 11.54 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 28,611 | 0.54 | 1,158 | 11.78 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 58,575 | 16.13 | 2,372 | 29.14 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 219,751 | 3.30 | 8,898 | 14.87 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8,276 | 9.05 | 335 | 21.38 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7,931 | 21.12 | 321 | 34.87 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 733,191 | 7.14 | 29,687 | 19.15 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,395,890 | 0.32 | 56,797 | 12.11 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 20,957 | 846 | ||||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 6,558 | 2.53 | 266 | 14.22 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 177,602 | 15.36 | 7,191 | 28.30 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 98,072 | 1.46 | 3,971 | 12.82 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 12,087 | 0.07 | 489 | 11.39 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6,942 | 1.60 | 281 | 13.31 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 982,134 | 95.33 | 39,767 | 117.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 281,022 | 2.41 | 11,379 | 13.88 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 203,228 | 61.04 | 8,229 | 79.10 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 21,692 | 4.70 | 878 | 16.45 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 6,511 | 4.61 | 260 | 16.07 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 90,502 | 7.35 | 3,664 | 19.39 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 41,340 | 2.69 | 1,674 | 14.20 |
