Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF meliputi ELM - Elm Market Navigator ETF, ALLW - SPDR Bridgewater All Weather ETF, INTL - Main International ETF, Gibbs Wealth Management, Cypress Wealth Services, LLC, SGPKX - SGI Peak Growth Fund Class I Shares, Callan Family Office, LLC, Exchange Traded Concepts, Llc, Level Wealth Management LLC, Drucker Wealth 3.0, LLC, Gotham Asset Management, LLC, SRGAX - Stringer Growth Fund Class A Shares, Angeles Wealth Management, Llc, Quantinno Capital Management LP, October Effect Ltd, Hirtle Callaghan & Co LLC, Northern Lights Fund Trust - Ocean Park International ETF, Tyche Wealth Partners LLC, Autumn Glory Partners, LLC, dan Greystone Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9,059 | 14.40 | 386 | 24.12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 87,011 | 14.47 | 3,719 | 24.26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33,715 | 28.34 | 1,441 | 39.26 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 38,604 | 7.83 | 1,650 | 17.03 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 109,639 | 9.24 | 4,686 | 18.58 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 25,609 | 46.94 | 1,008 | 50.90 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 680,445 | 134.27 | 29,082 | 154.32 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 477 | 64.48 | 20 | 81.82 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 597,221 | 10.70 | 25,591 | 19.75 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 27 | 1 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 359,245 | 1,775.46 | 15,354 | 1,936.34 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 14,255 | 609 | ||||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 230,593 | 140.34 | 9,856 | 160.92 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 9 | 0 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 38,860 | 8.71 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 263,223 | 4.30 | 11,250 | 13.24 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 186,248 | 3.24 | 7,960 | 12.08 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 4,653 | 208 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 29,809 | 100.98 | 1,271 | 118.01 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 435,228 | 2.64 | 18,602 | 11.42 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 123,187 | 3.69 | 5,253 | 12.29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30,178 | 8.68 | 1,290 | 17.93 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 15,483 | 0.87 | 662 | 9.44 | ||||
| 2025-07-18 | 13F | Vicus Capital | 22,866 | 97.68 | 977 | 114.73 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 429 | 18 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,914 | 268.79 | 82 | 305.00 | ||||
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 109,390 | 4,472 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 4,724 | 1.42 | 202 | 9.84 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 338,822 | 14.31 | 14,481 | 24.10 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 313,052 | 0.30 | 13,380 | 8.89 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 22,115 | 7.13 | 945 | 16.38 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 11,705 | 37.09 | 500 | 48.81 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 9,682 | 2.79 | 414 | 11.62 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 35,358 | 21.50 | 1,511 | 31.97 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 16,238 | 0.09 | 694 | 8.78 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 148,645 | 2.94 | 6 | 20.00 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 558,860 | 23,886 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 113 | 5 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 227,403 | 11.97 | 9,719 | 21.56 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 38,848 | 1.95 | 1,660 | 10.67 | ||||
| 2025-08-04 | 13F | Balentine LLC | 6,984 | 0.87 | 298 | 9.56 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,424 | 61 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 6,343 | 0.44 | 271 | 9.27 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 13,626 | 12.84 | 582 | 22.53 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 10,160 | 17.46 | 434 | 27.65 | ||||
| 2025-06-27 | NP | INTL - Main International ETF | 194,625 | 7,666 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 29,389 | 316.39 | 1,253 | 350.72 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 16,154 | 8.75 | 690 | 18.15 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 993,049 | 32.50 | 42,443 | 43.84 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 394,638 | 4.65 | 16,961 | 14.25 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5,016 | 214 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 25,610 | 15.18 | 1,095 | 25.03 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 783,482 | 1.09 | 33,486 | 9.75 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 638,692 | 43.20 | 27,298 | 55.46 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 53,031 | 2,267 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 213,135 | 65.54 | 9,109 | 79.74 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 47,997 | 722.85 | 2 | |||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 26,512 | 40.30 | 1,133 | 52.49 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 19,405 | 5.78 | 829 | 14.82 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 52,422 | 0.10 | 2,241 | 8.69 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | 6 | ||||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 26,940 | 1.07 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 68,243 | 2.35 | 2,917 | 11.13 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 56,642 | 509.78 | 2,421 | 563.01 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 356 | 15 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57,271 | 68.33 | 2,448 | 82.75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 298,513 | 10.69 | 12,758 | 20.17 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 9,301 | 405 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36,333 | 45.90 | 1,553 | 58.37 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 29,143 | 5.80 | 1,246 | 14.85 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4,691 | 200 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 18,834 | 26.15 | 805 | 36.97 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 9,641 | 6.10 | 412 | 15.41 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 87,300 | 28.37 | 3,731 | 39.37 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 20,395 | 11.78 | 872 | 21.31 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 14,456 | 10.93 | 618 | 20.27 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 786,093 | 15.77 | 33,598 | 25.68 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 70,398 | 124.28 | 3,009 | 143.56 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 2,206 | 24.63 | 94 | 36.23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19,997 | 51.84 | 855 | 64.86 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 607,931 | 21.79 | 25,983 | 32.21 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,195 | 3.79 | 307 | 12.87 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11,858 | 4.25 | 507 | 13.20 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 357,903 | 363.80 | 15,297 | 403.49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,176,122 | 62.22 | 49,236 | 72.47 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 38,247 | 0.76 | 1,506 | 3.37 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 10,936 | 0.67 | 467 | 9.37 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 133,082 | 0.13 | 5,688 | 8.70 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 97,940 | 92.82 | 4,186 | 109.35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 985,350 | 15.36 | 42,114 | 25.24 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 12,958 | 106.47 | 555 | 124.70 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23,300 | 54.30 | 996 | 67.51 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 44,176 | 29.57 | 1,888 | 40.69 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 1,141,575 | 686.16 | 48,791 | 753.57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,824,389 | 124.54 | 78 | 148.39 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,505,869 | 17.26 | 107,101 | 27.30 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 402,573 | 4.31 | 17,206 | 13.24 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 5,614 | 246 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 44,436 | 521.57 | 2 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7,006 | 300 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 20,217 | 0.01 | 864 | 8.68 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 16,804 | 22.05 | 718 | 32.47 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 272,114 | 1.14 | 11,630 | 9.80 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 8,783 | 375 | ||||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 4,942 | 54.82 | 211 | 68.80 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 359,245 | 101.18 | 15,354 | 118.41 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 673 | 1.20 | 29 | 7.69 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 158 | 7 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 73,901 | 25.76 | 3,159 | 36.53 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 200,763 | 5.39 | 8,581 | 14.42 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,751 | 203 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 74,782 | 22.79 | 3,196 | 33.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 84,275 | 304.12 | 3,602 | 338.61 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 19,833 | 39.13 | 848 | 50.98 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 127,815 | 9.30 | 5,463 | 18.66 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 210,942 | 66.94 | 9,016 | 81.24 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 268,640 | 81.56 | 11,482 | 97.10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 427,211 | 16.04 | 18 | 28.57 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 65,370 | 264.38 | 2,794 | 295.61 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 58,447 | 1.27 | 2,498 | 9.95 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 640,614 | 2.26 | 27,380 | 11.01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,429,778 | 6.27 | 232,069 | 15.36 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 191,535 | 19.02 | 8,186 | 29.22 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 164,055 | 78.27 | 7,012 | 93.51 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 22,770 | 973 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 11,792 | 92.52 | 504 | 108.71 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 22,833 | 1.71 | 976 | 10.42 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 272 | 1.49 | 12 | 10.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 200 | 9 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 7,510 | 321 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 10,916,062 | 6,486.97 | 466,552 | 7,051.32 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 145,432 | 2.02 | 6,216 | 10.74 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 73,387 | 2.63 | 3,137 | 16.44 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 6,853 | 7.84 | 293 | 16.80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6,484,376 | 1.93 | 277,142 | 10.65 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 70,574 | 2.19 | 3,016 | 10.88 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9,400 | 0.27 | 402 | 8.67 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 164,530 | 39.87 | 7,032 | 51.82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 280,427 | 130.48 | 12,111 | 152.84 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 97,749 | 2.98 | 4,178 | 11.80 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 661,833 | 5.61 | 28,287 | 14.65 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16,194 | 710 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,380,284 | 3.24 | 144,473 | 12.08 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 234,021 | 3.45 | 10,002 | 12.31 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,694 | 28.71 | 115 | 40.24 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 14,084 | 0.49 | 602 | 9.07 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 46,317 | 31.52 | 2,049 | 47.87 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 585,722 | 3.38 | 25,075 | 17.11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 38,476 | 22.31 | 1,644 | 32.79 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14,635 | 80.15 | 625 | 95.92 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9,985 | 427 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 51,375 | 1.35 | 2,196 | 10.03 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 11,373 | 1.07 | 486 | 9.71 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 241,408 | 3.39 | 10,318 | 12.24 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 28,265 | 20.86 | 1,208 | 31.30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,264,434 | 6.89 | 96,782 | 16.04 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 38,338 | 568.96 | 1,639 | 628.00 | ||||
| 2025-08-12 | NP | DFNDX - Kensington Defender Fund Institutional Class | 93,373 | 3,991 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 15,192 | 649 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 68,461 | 42.38 | 2,926 | 54.57 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 599,068 | 1.70 | 25,604 | 10.41 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9,824 | 0.02 | 420 | 8.55 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 169,651 | 1.21 | 7,251 | 9.87 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 11,526 | 4.50 | 493 | 13.36 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 5,205 | 222 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 28 | 1 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,469 | 1.96 | 191 | 10.47 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 616,373 | 5.91 | 26,344 | 14.97 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 4,757 | 203 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 36,975 | 1.14 | 1,619 | 161,700.00 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 39,618 | 1.51 | 1,693 | 10.22 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 404,596 | 0.04 | 15,961 | 0.24 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 70,213 | 5.56 | 3,001 | 14.59 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 24,752 | 1,060 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 11,709 | 0.28 | 500 | 8.93 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 21,774 | 84.71 | 931 | 100.43 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 11,352 | 9.34 | 485 | 18.87 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,701 | 201 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12,441 | 4.79 | 532 | 13.70 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 79,044 | 1.77 | 3,378 | 10.50 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 23,999 | 25.87 | 1,026 | 36.67 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 984,214 | 54.69 | 42,065 | 67.93 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 19,323 | 17.44 | 826 | 27.51 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 253,600 | 0.25 | 10,839 | 8.83 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 29,986 | 21.22 | 1,282 | 31.65 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7,806 | 3.12 | 334 | 11.74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,982 | 683 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 29,545 | 6.44 | 1,263 | 15.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,418,921 | 11.36 | 60,645 | 20.89 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 155,563 | 3.94 | 6,649 | 12.83 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 7,898 | 338 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 42,054 | 33.89 | 1,830 | 49.06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,511 | 23.67 | 449 | 34.43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26,530 | 1,134 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 16,871 | 188.10 | 729 | 216.96 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 69,372 | 8.18 | 2,965 | 17.43 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 24,481 | 1,046 | ||||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 25,083 | 0.96 | 1,072 | 9.61 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 132,714 | 2.61 | 5,672 | 11.35 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 20,021 | 13.70 | 886 | 27.89 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 27,035 | 48.47 | 1,156 | 61.31 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 16,097 | 0.74 | 688 | 9.22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 181,099 | 0.02 | 7,740 | 8.59 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17,467 | 747 | ||||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 42,640 | 12.35 | 1,822 | 21.95 | ||||
| 2025-06-26 | NP | ALLW - SPDR Bridgewater All Weather ETF | 201,962 | 7,955 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 733,297 | 41.56 | 31 | 55.00 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1,814 | 42.39 | 78 | 54.00 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 438,749 | 3.02 | 18,752 | 11.84 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 15,070 | 0.37 | 644 | 8.97 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10,818 | 19.14 | 464 | 35.38 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 12,058 | 1.23 | 515 | 10.04 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 49 | 2 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 14,828 | 0.88 | 633 | 16.61 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 288,104 | 16.62 | 12,314 | 29.90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 334,327 | 25.60 | 14,289 | 36.36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 71,594 | 5.79 | 3,060 | 14.83 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 26,201 | 88.67 | 1,120 | 104.95 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 630,359 | 30.83 | 26,942 | 42.03 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 20,153 | 23.74 | 861 | 34.32 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39,608 | 0.44 | 1,693 | 9.02 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 31,150 | 0.02 | 1,331 | 8.56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 688,270 | 12.19 | 29,417 | 21.80 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8,614 | 65.75 | 368 | 80.39 | ||||
| 2025-08-07 | 13F | PFG Advisors | 31,249 | 233.79 | 1,336 | 262.77 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2,124 | 91 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 282,264 | 169.34 | 12,064 | 192.44 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 3,185 | 104.56 | 136 | 122.95 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 47,822 | 9.28 | 2,044 | 18.64 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 53,636 | 9.21 | 2,292 | 18.57 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 10,419 | 3.53 | 445 | 12.37 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,145 | 49 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 143,802 | 0.42 | 6,146 | 9.03 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 221,212 | 16.51 | 9,455 | 26.49 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 16,017 | 685 | ||||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 10,992 | 470 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 148,782 | 6,359 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 12,263 | 4.78 | 524 | 13.91 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 19,364 | 1 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15,258 | 652 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 75,908 | 0.54 | 3,244 | 9.15 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 22,477 | 919 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 6,180 | 264 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32,476 | 7.48 | 1,388 | 16.74 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 288 | 12 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 191,668 | 26.94 | 8 | 60.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 186,765 | 19.59 | 7,982 | 29.83 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8,805 | 880,400.00 | 376 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 77,536 | 1.49 | 3,314 | 10.18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 259,425 | 13.87 | 11,088 | 26.84 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 240 | 10 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 18,885 | 1.11 | 1 | |||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 168,969 | 202.68 | 7,222 | 228.68 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 135,059 | 8.56 | 5,772 | 18.04 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 72,143 | 4,225.12 | 2 | -98.46 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 34,930 | 50.34 | 1,493 | 69.93 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 37,421 | 13.59 | 1,599 | 23.28 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 238,723 | 11.34 | 10,203 | 20.86 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 65,278 | 17.47 | 2,790 | 27.53 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 115,010 | 3.05 | 5 | 0.00 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 9,723 | 6.68 | 416 | 15.92 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 17,979 | 768 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 6,198 | 265 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 114,689 | 3.17 | 4,902 | 12.00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 943 | 2.84 | 40 | 11.11 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 34,756 | 8.00 | 1,485 | 17.21 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 93,790 | 5.03 | 4,009 | 14.03 | ||||
| 2025-04-15 | 13F | Collier Financial | 53,988 | 1,098.14 | 2,126 | 1,135.47 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 12,073 | 0.62 | 516 | 9.32 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 84,213 | 2.42 | 3,599 | 11.18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 96,702 | 10.15 | 4,133 | 19.59 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 10,427 | 8.58 | 446 | 17.72 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 66,939 | 405.31 | 2,861 | 462.99 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 140,565 | 7.71 | 6,008 | 16.94 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5,700 | 244 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 416,459 | 3,503.21 | 17,799 | 3,811.87 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 112,240 | 0.47 | 4,797 | 9.07 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11,337 | 2.02 | 485 | 10.76 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 10,678 | 0.74 | 458 | 7.03 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 5,111 | 218 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,350 | 100 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 28,901 | 1.76 | 1,235 | 10.47 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 127,516 | 1,673.03 | 5,450 | 1,825.80 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 348,712 | 5.11 | 14,904 | 14.10 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 30,788 | 36.86 | 1,316 | 48.59 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 62,155 | 0.05 | 2,657 | 8.63 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4,892 | 209 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 67,034 | 2.88 | 2,865 | 11.70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 181,068 | 2.03 | 7,129 | 4.68 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 358,412 | 60.07 | 15,595 | 76.18 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 17,440 | 745 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9,953 | 5.98 | 425 | 15.18 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 3,182,524 | 309.56 | 135,997 | 344.46 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 33,825 | 329.41 | 1,446 | 366.13 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 274 | 25.11 | 12 | 37.50 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 159,530 | 15.10 | 6,845 | 25.46 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 16,311 | 4.00 | 697 | 12.97 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 117,079 | 0.50 | 5,004 | 9.09 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 27,944 | 14.00 | 1,194 | 23.73 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 18,152 | 776 | ||||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 160,722 | 1.59 | 7,106 | 19.96 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 7,466 | 0 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 569,181 | 3.13 | 24,327 | 11.96 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,689,099 | 1.85 | 285,892 | 10.88 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 21,848 | 3.51 | 934 | 12.41 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 471 | 20 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 54,454 | 3.12 | 2,327 | 11.98 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8,416 | 10.66 | 360 | 20.07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 435,365 | 18,608 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,172 | 116.13 | 221 | 135.11 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 5,776 | 247 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 13,080 | 9.72 | 559 | 19.19 | ||||
| 2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 207,324 | 187.71 | 8,861 | 212.45 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 115,046 | 0.80 | 4,917 | 9.44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5,339,952 | 5.52 | 228,232 | 14.56 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 105,558 | 34.75 | 4,512 | 46.27 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 71,365 | 193.77 | 3,050 | 219.04 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 102,753 | 4.20 | 4,392 | 13.11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 192,507 | 0.98 | 8,228 | 9.62 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 66,534 | 25.47 | 2,844 | 36.22 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 90,477 | 32.64 | 4 | 50.00 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 63,696 | 6.64 | 2,722 | 15.78 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,686 | 158 | ||||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 95,040 | 23.05 | 4 | 33.33 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 70,331 | 1.80 | 3,006 | 10.52 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 200 | 9 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 182,962 | 2.27 | 7,820 | 11.02 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 5,631 | 8.31 | 241 | 17.65 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 215,528 | 29.94 | 9,212 | 41.06 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 59 | 1.72 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,887 | 209 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2,530 | 60.84 | 108 | 77.05 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 277 | 11 | ||||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 17,415 | 8.94 | 686 | 11.75 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 278,646 | 0.09 | 11,909 | 8.67 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 84,099 | 3.35 | 3,594 | 12.21 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5,482 | 234 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 295,420 | 22.14 | 13 | 33.33 | ||||
| 2025-07-16 | 13F | American National Bank | 22,462 | 50.15 | 960 | 63.27 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 18,408 | 1.29 | 787 | 9.93 | ||||
| 2025-07-17 | 13F | KWB Wealth | 581,753 | 25.84 | 22,904 | 29.13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,666,335 | 6.99 | 71,219 | 16.15 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 12,911 | 11.96 | 552 | 21.37 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 16,283 | 46.44 | 696 | 59.04 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 21,558 | 2.44 | 921 | 11.23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21,236 | 19.10 | 905 | 28.73 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 160,360 | 3.94 | 6,854 | 12.83 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 655 | 16.13 | 28 | 22.73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23,904 | 0.49 | 1,028 | 9.83 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 130,232 | 5.07 | 5,566 | 14.08 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 3,577 | 0.70 | 153 | 9.35 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 8,838 | 0.36 | 378 | 8.96 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 681,809 | 29,141 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 15,130 | 25.80 | 647 | 36.58 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 90,575 | 0.28 | 3,871 | 8.89 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 72,608 | 4.24 | 3,103 | 13.17 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 133,521 | 1.92 | 5,707 | 11.05 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 6,523 | 279 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 10,796 | 68.06 | 461 | 82.94 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 61,590 | 3.42 | 2,632 | 12.29 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 200,791 | 15.69 | 8,582 | 25.60 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 41,190 | 44.46 | 1,760 | 56.86 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 250 | 11 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 372,657 | 3.32 | 15,927 | 12.16 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 885 | 38 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 263,116 | 15.20 | 11,246 | 25.07 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 60 | 3 | ||||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 11,106 | 5.59 | 475 | 14.49 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 161,977 | 6,923 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 71,210 | 30.34 | 3,044 | 41.53 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 16,916 | 0.46 | 724 | 17.34 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 15,868 | 2.16 | 678 | 10.97 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 29,800 | 107.67 | 1,274 | 125.71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 161,167 | 63.24 | 6,888 | 77.21 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 26,586 | 95.16 | 1,136 | 111.94 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 132,224 | 5,651 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 21,794 | 0.95 | 931 | 9.66 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,837 | 79 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 30,117 | 1.62 | 1,287 | 10.38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 26,039 | 68,423.68 | 1,113 | 111,100.00 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 33,733 | 0.34 | 1,442 | 8.92 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 51,245 | 19.82 | 2,190 | 30.12 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 236 | 43.03 | 10 | 66.67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,102,828 | 5.84 | 47,134 | 14.89 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 4,842 | 22.40 | 207 | 32.90 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 63,791 | 6.26 | 2,726 | 15.36 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 126,641 | 5.23 | 5,413 | 14.23 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 229,650 | 70.87 | 10,153 | 91.87 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 601,225 | 2.56 | 25,696 | 11.33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,190,512 | 12.00 | 94 | 20.78 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 24,260 | 5.03 | 1,037 | 13.97 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9,104 | 22.58 | 358 | 26.06 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10,076 | 16.88 | 431 | 26.84 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 23,255 | 22.96 | 994 | 33.47 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5,760 | 246 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 60 | 1.69 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 42 | 2 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 258,247 | 78.86 | 11,037 | 94.18 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 9,200 | 393 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,667 | 1 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 85,703 | 1.06 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 230 | 0.44 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 642,999 | 8.02 | 27 | 17.39 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 114,324 | 12.59 | 4,886 | 22.24 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 40,005 | 3.24 | 1,710 | 12.07 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 264 | 1.15 | 11 | 10.00 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 74,594 | 2.64 | 2,937 | 5.31 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 7,933 | 1.38 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 113,701 | 61.62 | 5 | 100.00 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 157,076 | 1.37 | 6,713 | 10.05 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 218,849 | 1.58 | 9 | 12.50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 36,792 | 0.01 | 1,572 | 8.56 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 113 | 5 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 223,600 | 200.03 | 9,557 | 225.70 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 355,532 | 10.75 | 15,195 | 20.23 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 24,370 | 243.48 | 1,042 | 273.12 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 38,544 | 1,647 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 26,570 | 1,216.65 | 1 | |||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 4,730 | 202 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 54,003 | 46.33 | 2,308 | 58.95 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 929 | 40 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 73,074 | 1.69 | 3,123 | 10.39 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 54,225 | 117.59 | 2,318 | 136.19 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 171,897 | 10.56 | 7,347 | 20.01 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 4,870 | 208 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 264,670 | 34.59 | 11,312 | 46.11 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3,370 | 318.63 | 144 | 364.52 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 356 | 374.67 | 15 | 650.00 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 5,138 | 237 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 394 | 122.60 | 0 | |||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 27,207 | 1,163 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7,476 | 8.13 | 320 | 17.28 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 36,134 | 0.90 | 1,544 | 9.58 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,201 | 222 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 25,825 | 252.90 | 1,104 | 282.99 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 39,143 | 26.31 | 1,673 | 37.05 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 51,595 | 52.50 | 2,205 | 65.66 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 5,151 | 220 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7,729 | 0.93 | 330 | 9.63 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 390,240 | 1.31 | 16,679 | 9.98 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 28,226 | 15.55 | 1,206 | 25.49 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 154,460 | 0.74 | 6,602 | 9.36 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 59,350 | 541.27 | 2,537 | 596.70 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 24,665 | 3.80 | 1,054 | 12.73 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 297,561 | 1.25 | 12,718 | 9.91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,530 | 0.07 | 322 | 8.45 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 3,446,927 | 0.43 | 140,910 | 5.65 | ||||
| 2025-08-08 | 13F | Creative Planning | 22,882,892 | 0.92 | 978,015 | 9.56 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 382,435 | 2.90 | 16,345 | 11.71 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 144,403 | 1.41 | 6,172 | 10.08 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 187,323 | 2.59 | 8,006 | 11.38 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 335 | 14 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11,565 | 16.49 | 494 | 26.67 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 18,257 | 41.16 | 1 | |||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 109,429 | 5.34 | 5 | 0.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 67,092 | 11.05 | 2,868 | 20.56 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 73,350 | 7.92 | 3,135 | 17.16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,154,239 | 1.29 | 92,072 | 9.96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,491,840 | 1.56 | 63,761 | 10.25 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 22,933 | 6.26 | 980 | 15.43 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 96,170 | 4,110 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 192 | 200.00 | 8 | 300.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 48,593 | 3.17 | 2,077 | 11.97 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 97,558 | 5.81 | 4,170 | 14.88 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 14,140 | 604 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,584 | 324 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 31,502 | 1,346 | ||||||
| 2025-08-01 | 13F | Motco | 128 | 6 | ||||||
| 2025-06-27 | NP | IDUB - International Drawdown Managed Equity ETF | 1,924,073 | 8.87 | 75,789 | 10.72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11,653,686 | 8.85 | 498,078 | 18.16 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 65,539 | 149.30 | 2,801 | 170.89 | ||||
| 2025-08-12 | 13F | Chaney Capital Management, Inc. | 416,111 | 2.18 | 17,785 | 10.93 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 57,952 | 2.76 | 2,477 | 11.53 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 851 | 2,263.89 | 36 | 3,500.00 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 8,236 | 1.23 | 352 | 10.00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 40,803 | 3.93 | 1,744 | 12.82 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 19,400 | 829 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 197,777 | 46.83 | 8,453 | 59.41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 66,007 | 29.23 | 2,821 | 40.35 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 33,754 | 46.30 | 1,461 | 60.20 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5,302 | 227 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,180 | 18.95 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 30,391 | 86.13 | 1,299 | 102.18 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 4,948 | 211 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8,028 | 343 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 19,802 | 16.20 | 846 | 26.27 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 16,290 | 50.28 | 1 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7,213 | 308 | ||||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 240,225 | 93.74 | 10,267 | 110.35 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 86,684 | 71.39 | 3,705 | 86.04 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 462,963 | 8.59 | 19,787 | 17.89 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16,893 | 1.47 | 722 | 10.23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 401,292 | 98.21 | 17,151 | 115.19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58,682 | 2.82 | 2,508 | 11.62 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 5,297 | 226 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 13,904 | 19.67 | 594 | 29.98 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 22,709 | 1.52 | 1,004 | 18.70 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 36,273 | 6.67 | 1,550 | 15.84 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 184,599 | 14.25 | 7,890 | 24.04 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 4,940 | 211 | ||||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 93,373 | 3,991 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 10,586 | 4.93 | 456 | 20.00 |
