Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF meliputi Exchange Traded Concepts, Llc, AF Advisors, Inc., BOK Financial Private Wealth, Inc., Foronjy Financial Llc, Mayflower Financial Advisors, LLC, Luminist Capital LLC, Jump Financial, LLC, 21 West Wealth Management LLC, Semitam Bonam Llc, Bradley Foster & Sargent Inc/ct, Modern Wealth Management, LLC, Callan Capital, LLC, Evernest Financial Advisors, LLC, Blueprint Financial Advisors LLC, Atlantic Union Bankshares Corp, International Assets Investment Management, Llc, Dorsey & Whitney Trust CO LLC, Fortitude Family Office, LLC, Valpey Financial Services, LLC, dan Charter Oak Capital Management, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 11,329 | 0.47 | 616 | 6.76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,695 | 372.09 | 418 | 403.61 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 76,085 | 2.65 | 4,138 | 9.07 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 17,880 | 1.68 | 972 | 8.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19,826 | 134.79 | 1,078 | 149.54 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 696,729 | 1.51 | 37,888 | 20.24 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 260 | 14 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 153,067 | 7.36 | 8,324 | 14.06 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,036 | 56 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 93,944 | 5.64 | 5,109 | 12.24 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 22,581 | 12.53 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 150,610 | 72.75 | 8,190 | 83.59 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 398,243 | 7.91 | 21,656 | 14.65 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3,213 | 20.97 | 175 | 28.89 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 4,155 | 226 | ||||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 16,115 | 0.02 | 876 | 15.72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 46,596 | 6.01 | 2,534 | 12.63 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 128,000 | 6,961 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 263,872 | 4.17 | 13,505 | 4.36 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 136,985 | 2.55 | 7,449 | 21.48 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 18,401 | 1.34 | 1,001 | 7.64 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 224,188 | 4.60 | 12,191 | 11.14 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 399,113 | 5.02 | 21,704 | 11.58 | ||||
| 2025-07-18 | 13F | Vicus Capital | 15,667 | 7.04 | 852 | 13.62 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7,357 | 0.38 | 400 | 6.67 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 41,378 | 2,250 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 4,820 | 3.52 | 262 | 10.08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 627,323 | 3,714.44 | 34 | |||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 116 | 11.54 | 6 | 20.00 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 5,352 | 0.38 | 291 | 6.99 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 259,226 | 2,118.26 | 14,097 | 2,257.19 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 87,316 | 10.11 | 4,748 | 17.00 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 9,275 | 3.71 | 504 | 10.28 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 63,887 | 5.38 | 3,474 | 11.99 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9,674 | 0.90 | 526 | 7.35 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 13,761 | 0.96 | 748 | 7.32 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 171,330 | 0.87 | 9,317 | 7.17 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 101,417 | 5,515 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 32,383 | 32.82 | 1,761 | 41.22 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 10,009 | 551 | ||||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 56,576 | 5.95 | 3,077 | 12.59 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 94 | 176.47 | 5 | 400.00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 76,520 | 6.54 | 4,161 | 13.22 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7,468 | 1.62 | 406 | 7.98 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 18,188 | 50,422.22 | 989 | 98,800.00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 12,196 | 13.29 | 663 | 20.55 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 123,943 | 2.49 | 6,740 | 8.90 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 269,232 | 12.82 | 14,641 | 19.87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,978,616 | 13.23 | 161,977 | 20.31 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3,936 | 214 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 490,448 | 8.93 | 26,671 | 15.75 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20,287 | 1,103 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 144,138 | 185.73 | 7,838 | 203.68 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 60,794 | 38.99 | 3,306 | 47.68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 280,444 | 8.13 | 15,251 | 14.89 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 26,160 | 11.58 | 1,423 | 18.60 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 17,192 | 11.25 | 935 | 18.23 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 23,400 | 43.58 | 1,272 | 52.52 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 29,485 | 43.63 | 1,603 | 52.67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 142,911 | 16.68 | 7,772 | 23.98 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 | 0 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 117,238 | 17.19 | 6,375 | 24.54 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 971,121 | 130.95 | 52,809 | 144.06 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4,192 | 228 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3,931 | 214 | ||||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 294,863 | 23.68 | 16,035 | 31.42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 171 | 9 | ||||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 170 | 6.92 | 9 | 12.50 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 173,720 | 1.04 | 9,447 | 7.35 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 15,596 | 848 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 45 | 2 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1,017 | 573.51 | 55 | 587.50 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25,730 | 22,873.21 | 1,399 | 27,880.00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,692 | 92 | ||||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 86,151 | 99.96 | 4,685 | 112.47 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 5,926 | 4.46 | 322 | 11.03 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 37,168 | 2,021 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 25,600 | 374.07 | 1,392 | 404.35 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15,198 | 64.98 | 856 | 93.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19,155,647 | 7.11 | 1,042 | 13.77 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,698,043 | 25.95 | 146,720 | 33.82 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4,672 | 254 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 34,488 | 1.48 | 1,875 | 7.82 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 194,442 | 2.48 | 11 | 11.11 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 217,114 | 0.29 | 11,807 | 6.55 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 78,049 | 22.75 | 4,244 | 30.42 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 14,466 | 787 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 12,488 | 679 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 597,982 | 7.53 | 32,518 | 14.26 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 681 | 37 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 23,414 | 1,653.86 | 1,273 | 1,772.06 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 75,165 | 4.10 | 4,087 | 10.61 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 29,781 | 19.24 | 1,619 | 26.68 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 4,212 | 0.10 | 229 | 6.51 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 41,267 | 4.91 | 2,244 | 11.48 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1,195,251 | 96.47 | 64,998 | 108.76 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 72,779 | 3.49 | 3,958 | 9.95 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 626,762 | 10.61 | 34,083 | 17.52 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 4,256 | 2.58 | 231 | 8.96 | ||||
| 2025-08-12 | 13F | Bokf, Na | 564,777 | 368.35 | 30,713 | 397.68 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 116 | 0.87 | 6 | 20.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14,884 | 22.67 | 809 | 30.48 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 639 | 43.27 | 35 | 54.55 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 4,608 | 4.18 | 251 | 10.62 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 200,770 | 6.22 | 10,918 | 12.85 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 3,679 | 203 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 9,363 | 3.79 | 509 | 13.11 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 5 | 0 | ||||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 13,879 | 3.87 | 755 | 10.40 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,239 | 0.41 | 67 | 6.35 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,017 | 5.72 | 55 | 12.24 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48,642 | 248.61 | 2,645 | 271.49 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 24,063 | 1,232 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,139,430 | 19.41 | 61,962 | 26.88 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17,990 | 20.13 | 978 | 27.68 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,213 | 1.34 | 66 | 6.56 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 35,345 | 1,922 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 144,930 | 1.37 | 7,881 | 7.89 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 193,545 | 20.21 | 10,525 | 27.72 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2,000 | 109 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 22,951 | 13.08 | 1,248 | 20.23 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 47,151 | 4.37 | 2,564 | 10.90 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5,073 | 3.11 | 276 | 9.56 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 16,782 | 2.61 | 913 | 8.96 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 4,573 | 249 | ||||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 384,152 | 4.36 | 21,359 | 20.39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,549,804 | 25.57 | 84,278 | 33.43 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9,535 | 54.89 | 519 | 64.44 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 6,120 | 50.89 | 333 | 60.39 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38,248 | 125.25 | 2,080 | 139.24 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 44,833 | 13.56 | 2,438 | 20.69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1,072,776 | 3.31 | 58,338 | 9.77 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 668,292 | 18.58 | 36,342 | 25.99 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 73,878 | 9,123.22 | 4,017 | 9,942.50 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 12,349 | 12.83 | 689 | 23.04 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 53,823 | 36.42 | 2,927 | 44.92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 515,423 | 7.10 | 28,029 | 13.80 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 6,449 | 4.20 | 351 | 10.76 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,206,368 | 8.17 | 174,362 | 14.93 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 22,263 | 47.61 | 1,211 | 56.94 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 11,678 | 0.24 | 635 | 6.54 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 66,192 | 9.59 | 3,600 | 16.43 | ||||
| 2025-08-07 | 13F | Nwam Llc | 5,231 | 292 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 6,987 | 0.03 | 380 | 6.16 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,969 | 16.76 | 325 | 24.14 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 47,551 | 4.59 | 2,586 | 11.13 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 6 | 0 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 501 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 7,580 | 24.26 | 420 | 40.13 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5,961 | 0.37 | 333 | 11.78 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 433,645 | 34.25 | 23,582 | 42.65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 289,056 | 5.34 | 15,719 | 11.93 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 14,767 | 83.24 | 803 | 94.90 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 8,530 | 5.88 | 464 | 12.38 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 31 | 2 | ||||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 21,700 | 8.50 | 1,180 | 15.35 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,850 | 0.95 | 318 | 7.43 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 303,634 | 4.08 | 16,512 | 10.59 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5,059 | 0.08 | 275 | 6.59 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 444 | 24 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28,538 | 3.01 | 1,552 | 9.46 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 554,543 | 15.33 | 30,156 | 22.55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 442,486 | 0.41 | 24,062 | 6.69 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8,875 | 229.31 | 483 | 251.82 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 181,130 | 4.09 | 9,850 | 10.60 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 7,658 | 416 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2,726,120 | 10.45 | 150,618 | 18.86 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 128,408 | 54.06 | 6,983 | 63.70 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 165,904 | 2.54 | 9,022 | 8.95 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 3,850 | 209 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 301,825 | 2.60 | 16 | 6.67 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 60,422 | 53.56 | 3,286 | 63.19 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14,024 | 763 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182,055 | 15.17 | 10 | 12.50 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 226,236 | 11.45 | 12,303 | 18.41 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 15,635 | 0.67 | 1 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 30,713 | 0.31 | 1,670 | 6.57 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 49,315 | 6.74 | 2,682 | 13.41 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 109,559 | 25.22 | 5,958 | 33.06 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 697 | 38 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25,213 | 1,371 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 204,449 | 36.39 | 11,118 | 44.92 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3,158 | 0.29 | 172 | 6.21 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 186,408 | 71.06 | 10,137 | 81.75 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 7,678 | 7.84 | 418 | 14.56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 895 | 308.68 | 49 | 336.36 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8,355 | 0.30 | 454 | 6.57 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 93,047 | 5 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 5,954 | 324 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 632 | 6.04 | 34 | 13.33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 372 | 20 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 5,308 | 1.72 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1,339 | 73 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 5,155 | 10.34 | 291 | 28.89 | ||||
| 2025-04-15 | 13F | Collier Financial | 2,215 | 1,202.94 | 113 | 1,155.56 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 51,801 | 2,817 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 88 | 15.79 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 281,857 | 2.38 | 15,327 | 8.79 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 35,126 | 2.60 | 1,910 | 9.02 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 | 0 | ||||||
| 2025-07-25 | 13F | Dynamic Financial Group | 3,823 | 208 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 26,036 | 2.61 | 1,416 | 9.01 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 48,524 | 7.46 | 2,639 | 14.20 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 524,814 | 9.03 | 28,539 | 15.84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57,430 | 28.39 | 3,123 | 36.44 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 222,550 | 8.08 | 12,102 | 14.84 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3,758 | 204 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 9,647 | 5.40 | 525 | 11.97 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7,368 | 401 | ||||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 65,341 | 8.85 | 3,553 | 15.66 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 151,567 | 1,016.60 | 8,242 | 1,087.61 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 215,375 | 10.87 | 11,712 | 17.82 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17,289 | 3.22 | 940 | 9.68 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45,705 | 3.53 | 2,485 | 10.00 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 136 | 7 | ||||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 19,219 | 2.13 | 1,045 | 8.52 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 102,149 | 0.88 | 5,555 | 7.18 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 3,898 | 212 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 5,355 | 1.00 | 291 | 7.38 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 14,109 | 10.85 | 767 | 17.82 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 377,916 | 5.57 | 20,551 | 12.17 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 24,264 | 3.01 | 1,366 | 20.26 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8,868 | 11.11 | 482 | 18.14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 233,079 | 8.89 | 12,675 | 18.70 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 14,507 | 9.64 | 789 | 16.40 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26,841 | 12.48 | 1,460 | 19.49 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 135,921 | 2.67 | 7,391 | 9.09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11,153 | 152.62 | 606 | 169.33 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 26,488 | 6.42 | 1,440 | 13.12 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 185,758 | 11.30 | 10,102 | 18.26 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 14,090 | 0.78 | 766 | 7.13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 65,322 | 854.44 | 3,552 | 914.86 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 5,336 | 290 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 20,181 | 14.48 | 1,097 | 21.62 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5,483 | 307 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,043 | 12.84 | 274 | 20.18 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 134,797 | 2.16 | 7,330 | 8.56 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 191,124 | 0.01 | 10,393 | 6.27 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 10,851 | 11.90 | 590 | 18.95 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 137,303 | 11.49 | 7,751 | 31.85 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 36,571 | 4.62 | 1,989 | 11.12 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 22,562 | 0.48 | 1,227 | 6.70 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 4,654 | 1,029.61 | 253 | 1,104.76 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 85,611 | 249.52 | 4,656 | 271.21 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 16,566 | 0.39 | 927 | 22.32 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 87 | 38.10 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21,734 | 50.11 | 1,181 | 59.81 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 40,306 | 3.34 | 2,192 | 9.77 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 50,227 | 2.01 | 2,731 | 8.42 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14,165 | 770 | ||||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7,030 | 21.63 | 382 | 29.49 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 13,608 | 740 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 162,489 | 2.69 | 8,836 | 9.11 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 17,021 | 6.24 | 926 | 12.94 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 27,104 | 8.24 | 1,474 | 14.99 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4,299 | 234 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 305,646 | 9.77 | 16,621 | 16.64 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,475 | 189 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1,031,994 | 10.06 | 56,120 | 16.94 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15,263 | 830 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 22,036 | 35.75 | 1,198 | 35.06 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9,474 | 2.21 | 515 | 8.65 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 509,894 | 4.80 | 27,736 | 11.48 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 4,102 | 223 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 636 | 0.47 | 35 | 6.25 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 71,804 | 5.96 | 3,905 | 12.57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 305 | 17 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 109,700 | 17.58 | 5,965 | 24.92 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 10,830 | 1.72 | 589 | 8.09 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 39,175 | 9.14 | 2,130 | 15.95 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 29,663 | 29.70 | 1,613 | 37.86 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 283,724 | 19.20 | 15,429 | 18.52 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 67,752 | 3,684 | ||||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 6,094 | 4.33 | 331 | 11.07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 285,956 | 10.42 | 15,550 | 17.33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11,088 | 16.86 | 603 | 24.12 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,480 | 244 | ||||||
| 2025-07-16 | 13F | American National Bank | 1,059 | 58 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 82,593 | 97.34 | 4,491 | 109.66 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 47,237 | 0.40 | 2,569 | 7.00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7,597 | 413 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 6,766 | 0.40 | 368 | 6.69 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 810,600 | 9.49 | 44,080 | 16.33 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 56,344 | 151.82 | 3,064 | 167.51 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 193,557 | 0.85 | 10,526 | 7.16 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4,600 | 250 | ||||||
| 2025-08-13 | 13F | Jump Financial, LLC | 53,598 | 2,915 | ||||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 603,915 | 60.38 | 32,841 | 70.40 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 75 | 4 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 214 | 29.70 | 12 | 37.50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 354,542 | 5.10 | 19,280 | 11.68 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 272,527 | 1.14 | 14,820 | 7.46 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 52,894 | 81.30 | 2,959 | 98.12 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 25,976 | 1,412 | ||||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 231,724 | 6.67 | 12,601 | 13.34 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 77,008 | 203.60 | 4,188 | 37.01 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 30,901 | 3.39 | 1,680 | 9.88 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 4,599 | 250 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 21,836 | 1,187 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 727 | 37.43 | 40 | 44.44 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3,597 | 202 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 96,144 | 5,346 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 17,993 | 202.66 | 921 | 183.08 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 816,324 | 111.13 | 44,392 | 124.33 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 75,179 | 418.19 | 4,088 | 450.94 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 10,298 | 560 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6,643,917 | 4.31 | 361,296 | 10.84 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 19,027 | 4.62 | 1,035 | 11.18 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 84,405 | 14.98 | 4,590 | 22.15 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 874,665 | 0.79 | 47,564 | 7.09 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 19,627 | 14.20 | 1,067 | 21.39 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 549 | 30 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 17,846 | 970 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 434,356 | 1.84 | 24 | 9.52 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 58,553 | 3,223 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 352 | 19 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 7,960 | 433 | ||||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 10,454 | 32.97 | 568 | 41.29 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 53,641 | 23.19 | 2,917 | 30.88 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 16,255 | 884 | ||||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 47,649 | 1.54 | 2,439 | -4.99 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 202,056 | 3.88 | 10,988 | 10.38 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 92,346 | 53.07 | 5,022 | 62.65 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 7,511 | 11.56 | 0 | |||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 176,356 | 0.44 | 9,590 | 6.72 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3,790 | 206 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 32 | 6.90 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 5,690 | 309 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17,236 | 0.42 | 1 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 396,454 | 12.09 | 21,559 | 19.10 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 5,212 | 6.45 | 283 | 13.20 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1,017 | 3,078.12 | 55 | 5,400.00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 123,882 | 1.10 | 6,737 | 7.42 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 13,057 | 710 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 110,268 | 3.58 | 6,225 | 14.41 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 71,315 | 13.82 | 3,878 | 20.96 | ||||
| 2025-07-15 | 13F | Maseco Llp | 4 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 44,873 | 3.51 | 2,440 | 10.01 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 43 | 2 | ||||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 13,764 | 4.07 | 748 | 10.65 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 8,252 | 0.45 | 449 | 6.67 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 125 | 220.51 | 0 | |||||
| 2025-07-17 | 13F | G&S Capital LLC | 74,030 | 0.35 | 4,026 | 6.62 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 222,675 | 4.53 | 12,109 | 11.07 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 145,668 | 9.75 | 7,921 | 16.61 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 73,592 | 20.19 | 4,002 | 27.71 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 48,330 | 2,628 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 860,852 | 6.04 | 46,813 | 12.67 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 74,559 | 53.41 | 4,055 | 63.01 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 565 | 32 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 83,051 | 4,516 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 1,704 | 0.06 | 93 | 5.75 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6,993 | 19.31 | 358 | 11.56 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,617 | 127.37 | 142 | 144.83 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 51,363 | 20.16 | 2,793 | 27.71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,434,897 | 31.97 | 78,030 | 40.22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 23,732 | 13.73 | 1,291 | 20.90 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 45,211 | 5.46 | 2,459 | 12.03 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 66,357 | 7.58 | 3,608 | 14.32 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 86,906 | 2.84 | 4,726 | 9.25 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 6,731 | 0.04 | 366 | 6.40 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,443,554 | 1.93 | 78,276 | 8.00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 420,465 | 5.55 | 22,865 | 12.14 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 509 | 0.39 | 28 | 8.00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 35,024 | 125.21 | 1,905 | 139.50 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9,707 | 528 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 12,897 | 4.04 | 701 | 10.57 | ||||
| 2025-08-14 | 13F | Fmr Llc | 32,227 | 11.25 | 1,753 | 18.22 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 257 | 14 | ||||||
| 2025-08-08 | 13F | Creative Planning | 83,062,157 | 3.65 | 4,516,920 | 10.13 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 4,806 | 0.08 | 261 | 6.53 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13,097 | 0.02 | 712 | 6.27 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 148,142 | 3.02 | 8 | 14.29 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7,441 | 15.71 | 405 | 22.80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8,380 | 1.51 | 456 | 7.82 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 846,902 | 117.82 | 46,055 | 131.44 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 13,244 | 2.14 | 720 | 8.60 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 205,089 | 4.28 | 11,153 | 10.80 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 31,205 | 42.04 | 1,735 | 63.89 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,964 | 107 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 48,326 | 0.64 | 2,628 | 6.92 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1,100 | 10.55 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 5,388 | 15.62 | 293 | 23.11 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 14,331 | 52,977.78 | 779 | 77,800.00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 347,726 | 53.10 | 18,909 | 62.69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 759,881 | 3.88 | 41,323 | 10.37 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5,142 | 3.46 | 280 | 9.84 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 1,040,000 | 248.65 | 56,560 | 217.34 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 33,589 | 338.90 | 1,719 | 311.24 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 8,000 | 116.22 | 435 | 130.16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 138,757 | 16.38 | 7,546 | 23.65 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 85,221 | 0.37 | 4,634 | 6.65 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 179,723 | 1.32 | 9,773 | 7.66 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 37,099 | 1.32 | 2,017 | 7.69 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 | 8,000 | 116.22 | 435 | 130.16 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 47,759 | 2.27 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5,277 | 287 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 24 | 1 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,731,058 | 94,135 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 57,145 | 10.98 | 3,108 | 17.91 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 168,018 | 2.60 | 9,137 | 9.01 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7,604 | 414 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 460,627 | 11.23 | 25 | 19.05 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 6,581 | 8.24 | 358 | 14.79 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 16,457 | 59.05 | 895 | 69.00 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 7,150 | 389 | ||||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 4,420 | 240 |
