Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF meliputi Exchange Traded Concepts, Llc, Christopher J. Hasenberg, Inc, rebel Financial LLC, CBM Financial, LLC, Gibbs Wealth Management, Foronjy Financial Llc, Collier Financial, Ensign Peak Advisors, Inc, Fountainhead AM, LLC, ICSIX - Dynamic U.S. Opportunity Fund Class I, Manning & Napier Advisors Llc, Valpey Financial Services, LLC, Slagle Financial, LLC, Jacksonville Wealth Management, LLC, Hutchinson Financial Advisors, INC, Heritage Wealth Architects, Inc., Anchor Pointe Wealth Management, LLC, TT Capital Management LLC, Scott Marsh Financial, LLC, dan Congress Wealth Management LLC / DE / .
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 | 13F | Smithbridge Asset Management Inc/de | 174,450 | 17.97 | 9,131 | 20.90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10,800 | 28.48 | 565 | 31.70 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 304,726 | 17.81 | 16 | 15.38 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 11,267 | 1.29 | 575 | 1.23 | ||||
| 2025-08-05 | 13F | Burney Co/ | 66,513 | 40.25 | 3,481 | 43.78 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6,551 | 0.28 | 343 | 2.70 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 538,690 | 0.60 | 28,195 | 3.10 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5,725 | 84.20 | 297 | 87.97 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15,040 | 95.32 | 787 | 100.25 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 711,937 | 3.13 | 37,263 | 5.70 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 23,093 | 1,180 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 471,136 | 60.16 | 24,659 | 64.14 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 4,536 | 10.80 | 237 | 13.40 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 989,774 | 3,960.94 | 51,805 | 4,064.31 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 20,695 | 41.57 | 1,083 | 45.17 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,628 | 0.49 | 85 | 3.66 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 177,053 | 9.70 | 9,267 | 12.42 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 231 | 579.41 | 12 | 1,100.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 135,687 | 0.65 | 7,102 | 3.14 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 575 | 16.16 | 30 | 20.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5,156 | 0.02 | 270 | 2.28 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 99,426 | 3.07 | 5,204 | 5.62 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3,976 | 191.07 | 208 | 201.45 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 30,302 | 1,579 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 36,647 | 2.98 | 1,918 | 5.56 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 150,528 | 1.52 | 7,879 | 4.04 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 7,000 | 366 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 580,273 | 13.89 | 30,371 | 16.72 | ||||
| 2025-07-18 | 13F | Vicus Capital | 645,443 | 10.26 | 33,783 | 13.01 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 502 | 26 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 2,375 | 0.47 | 124 | 3.33 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 277 | 15 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 330,910 | 23.07 | 17,320 | 26.13 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,110,741 | 15.12 | 110,476 | 17.98 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 30,792 | 7.85 | 1,612 | 10.49 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 61 | 3 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 355 | 29.09 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 8,118 | 0.45 | 425 | 2.91 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 5,796 | 303 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 5,387 | 282 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 11,380 | 0.25 | 596 | 2.76 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 13,148 | 1.32 | 688 | 3.93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 198,387 | 43.50 | 10,384 | 47.07 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 13,475 | 0.47 | 705 | 3.07 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 4,505 | 0.09 | 236 | 2.62 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 17,395 | 0.27 | 910 | 2.82 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 564,436 | 12.08 | 29,543 | 14.87 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 189,869 | 2.16 | 9,938 | 4.70 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 70,172 | 0.30 | 3,673 | 2.77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 441,220 | 0.95 | 23,093 | 3.45 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 66,725 | 14.27 | 3,492 | 17.10 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 398,782 | 14.07 | 20,872 | 16.91 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 193,124 | 2.11 | 10,108 | 4.66 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 12,373 | 8.05 | 648 | 10.79 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18,083 | 477.18 | 942 | 496.20 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11,049 | 70.88 | 578 | 75.15 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 5,644 | 0 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 231,966 | 10.93 | 12,141 | 13.69 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 8,840 | 14.05 | 467 | 18.23 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 348,842 | 35.07 | 18,258 | 38.43 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 53,677 | 0.10 | 2,809 | 2.59 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 24,706 | 0.00 | 1,293 | 2.54 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 62,533 | 543.28 | 3 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4,612 | 241 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1,196,168 | 5.67 | 62,607 | 8.29 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 655 | 13.32 | 34 | 17.24 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 20,017 | 111.15 | 1 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 6,506 | 26.11 | 341 | 29.28 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 153 | 15,200.00 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 23,217 | 0.67 | 1,215 | 3.23 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5,264 | 276 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 140,868 | 3.44 | 7,373 | 6.01 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 30,244 | 6.33 | 1,583 | 8.95 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 36,093 | 174.43 | 1,889 | 200.32 | ||||
| 2025-08-01 | 13F | First National Trust Co | 2,103,940 | 7.22 | 110,120 | 9.89 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 283,471 | 10.84 | 14,837 | 13.60 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 27,233 | 13.15 | 1,425 | 15.95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 79,390 | 15.24 | 4,155 | 18.11 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 133,154 | 9.03 | 6,969 | 11.75 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 48,010 | 11.59 | 2,513 | 14.34 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 37,781 | 29.86 | 1,977 | 33.13 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 115,122 | 2.57 | 6,070 | 5.90 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 117 | 6 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 14,702 | 0.47 | 770 | 2.95 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 5,441 | 5.49 | 289 | 9.51 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 13,348 | 5.51 | 699 | 8.05 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 564,782 | 9.86 | 29,561 | 12.59 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 236,858 | 6.55 | 12,397 | 9.21 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 32,486 | 0.42 | 1,693 | 6.41 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 95,318 | 72.99 | 4,989 | 77.32 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 13,538 | 709 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 47,252 | 5.89 | 2,473 | 8.56 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 135,902 | 4.31 | 7,113 | 6.90 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 5,264 | 0.13 | 276 | 2.61 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 94,036 | 16.52 | 4,922 | 19.41 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7,100 | 29.30 | 377 | 46.12 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 8,996 | 0.75 | 471 | 8.05 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 154,854 | 22.90 | 8,105 | 26.01 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 11,029 | 2.06 | 577 | 4.72 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 91,561 | 39.12 | 4,792 | 42.58 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 54,259 | 1.30 | 2,840 | 3.80 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2,064,818 | 3.51 | 108,073 | 6.08 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 9,730 | 509 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 770,196 | 4.18 | 40,601 | 7.78 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 79,247 | 53.39 | 4,148 | 57.20 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10,297 | 539 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 33,949 | 1.63 | 1,807 | 10.12 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 209,027 | 1.99 | 10,940 | 4.53 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 148,436 | 6.11 | 7,769 | 8.75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,191,638 | 5.74 | 376,410 | 8.37 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4,627 | 242 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4,094 | 209 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1,106,745 | 39.67 | 57,927 | 43.14 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 102,531 | 2.03 | 5,417 | 14.48 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 972,397 | 32.15 | 50,895 | 35.44 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 173,022 | 6.14 | 9,056 | 8.77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 562,442 | 3.04 | 29,438 | 5.61 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 14,794 | 0.06 | 774 | 2.52 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 34,437 | 0.11 | 1,802 | 3.50 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 52,801 | 1.04 | 2,764 | 3.56 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 159,742 | 2.25 | 8,096 | -1.94 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 50,978 | 264.52 | 2,668 | 273.67 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 127,031 | 7.94 | 6,649 | 10.62 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 6,312 | 330 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 7,656 | 9.34 | 401 | 12.04 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 554 | 0.18 | 29 | 3.57 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 6,334 | 332 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 475,061 | 46.17 | 24,865 | 49.81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 6,146 | 7.24 | 322 | 9.93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 640 | 63,900.00 | 33 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 105,604 | 11.28 | 5,527 | 14.05 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 15,959 | 0.03 | 835 | 2.58 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 885,530 | 1.54 | 46,349 | 4.06 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 83 | 4 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 269,924 | 43.75 | 14,128 | 47.33 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 14,209 | 9.52 | 744 | 12.24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 89,800 | 344.55 | 4,700 | 355.87 | |||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 162,352 | 5.03 | 8,498 | 7.64 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 448,072 | 6.48 | 23,452 | 9.13 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 222,651 | 2.42 | 11,654 | 4.96 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 6,359 | 0.08 | 333 | 2.47 | ||||
| 2025-08-05 | 13F | Rockline Wealth Management, LLC | 3,935 | 206 | ||||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 4,075 | 213 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 138,516 | 26.27 | 7,250 | 29.40 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 14,383 | 3.23 | 753 | 5.77 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 326,462 | 36.57 | 17,087 | 39.97 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 7,266 | 1.88 | 380 | 4.40 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,674 | 9.79 | 297 | 12.55 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 83,525 | 185.43 | 4,372 | 195.14 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 11,442 | 28.58 | 605 | 33.04 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4,848 | 254 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 405,567 | 21,227 | ||||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 6,008 | 0.35 | 314 | 2.95 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 54,289 | 1.73 | 2,841 | 4.26 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 5,466 | 13.99 | 286 | 17.21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 162,833 | 398.30 | 8,523 | 410.91 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 27,616 | 0.94 | 1,445 | 3.44 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 10,384 | 543 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2,235 | 117 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 10,881 | 40.93 | 570 | 44.42 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 133,986 | 6.03 | 7,013 | 8.66 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 51,319 | 7.05 | 2,686 | 9.72 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 14,465 | 91.54 | 757 | 96.11 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 85,200 | 0.10 | 4,459 | 2.60 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 126,662 | 4.67 | 6,629 | 7.27 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 12,959 | 0.15 | 678 | 2.73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,484,953 | 5.53 | 78 | 8.45 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 104,077 | 453.93 | 5,447 | 467.99 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 385,994 | 29.24 | 20,736 | 41.14 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 95,318 | 72.99 | 4,989 | 77.32 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 9,978 | 19.53 | 522 | 22.54 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 18,340 | 14.50 | 960 | 17.24 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 250 | 13 | ||||||
| 2025-07-15 | 13F | Lynch & Associates/in | 150,508 | 1.94 | 7,878 | 4.47 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3,792 | 39.93 | 198 | 43.48 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 166,373 | 24.98 | 8,708 | 28.08 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 243,837 | 16.80 | 12,762 | 19.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,813,974 | 18.48 | 94,943 | 21.43 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1,339,077 | 12.56 | 70,087 | 15.36 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 65,600 | 3,434 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 158,229 | 11.09 | 8,282 | 13.86 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 11,215 | 69.80 | 587 | 73.89 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 164,662 | 10,064.32 | 8,618 | 10,409.76 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 106,305 | 7.61 | 6 | 0.00 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 178,218 | 9.60 | 9,328 | 12.32 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6,306 | 10.96 | 334 | 14.83 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 526 | 4,681.82 | 28 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 5,882 | 11.46 | 308 | 14.13 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 142,144 | 9.80 | 7,440 | 12.52 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 8,588 | 0.22 | 449 | 2.75 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 376,481 | 4.59 | 20 | 5.56 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,879,270 | 9.97 | 255,381 | 12.70 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 6,399 | 1.44 | 335 | 3.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 4,123 | 216 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 612,942 | 104.49 | 31,941 | 110.46 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 158,035 | 4.30 | 8,272 | 6.89 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 210 | 0.96 | 0 | |||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 30,824 | 1,613 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 35,900 | 29.29 | 1,879 | 32.51 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 192,560 | 3.71 | 10,079 | 6.29 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 13,865 | 52.20 | 726 | 55.91 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 263 | 0.38 | 14 | 0.00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 176,959 | 2.84 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 49,001 | 4.25 | 2,565 | 6.83 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 237,237 | 5.57 | 12,417 | 8.19 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 456,732 | 26.84 | 23,905 | 30.00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 336,728 | 22.17 | 17,624 | 26.30 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3,170 | 4.48 | 166 | 7.14 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 819,774 | 8.60 | 42,907 | 11.30 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 31,493 | 13.28 | 1,661 | 22.42 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 414,863 | 4.29 | 21,714 | 6.88 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 22,042 | 1.08 | 1,154 | 3.59 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 107,838 | 7.18 | 5,749 | 114,860.00 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 77,848 | 64.78 | 4,075 | 68.91 | ||||
| 2025-08-07 | 13F | PFG Advisors | 74,611 | 113.52 | 3,905 | 118.89 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 58,577 | 13.24 | 3,066 | 16.05 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 910,472 | 12.22 | 48,911 | 22.55 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,608,841 | 22.58 | 136,547 | 25.63 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 8,674 | 86.22 | 458 | 103.56 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 290 | 15 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4,734 | 9.31 | 248 | 11.76 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 33,423 | 5.88 | 1,749 | 8.50 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 4,129 | 1.23 | 216 | 3.85 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 157 | 8 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 42,208 | 0.01 | 2,209 | 2.51 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 6,840 | 0.31 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 4,386 | 230 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7,923 | 0.49 | 415 | 2.99 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 4,389 | 230 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 72,222 | 7.24 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 35,774 | 4.21 | 1,872 | 6.79 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 260,687 | 0.45 | 13,644 | 2.95 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 325,567 | 2.72 | 17,040 | 5.28 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 19,012 | 0.29 | 995 | 2.79 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 579,699 | 4.04 | 30,341 | 6.62 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3,833 | 201 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,663 | 0.11 | 296 | 2.78 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 133,758 | 3.75 | 7,072 | 11.16 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 8,456 | 1.29 | 432 | 1.17 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 16,119 | 0.49 | 844 | 2.93 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 1,302,900 | 33.13 | 68,194 | 36.44 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 182,374 | 18.52 | 9,545 | 21.47 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 117,989 | 5.80 | 6,176 | 8.43 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,086 | 2.07 | 266 | 4.72 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 101,219 | 21.52 | 5,298 | 24.55 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,456,511 | 26.08 | 237,131 | 31.37 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 182,945 | 21.85 | 9,575 | 24.89 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,455,643 | 0.50 | 180,868 | 3.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 48,053 | 3.25 | 2,515 | 5.85 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 554,178 | 7.08 | 29,006 | 9.74 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 360,928 | 2.15 | 18,891 | 4.69 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 107,876 | 0.33 | 5,646 | 2.82 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 122,277 | 0.00 | 6,400 | 2.48 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 10,546 | 1.11 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 114,100 | 112.08 | 5,972 | 117.36 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 256,973 | 764.59 | 13,450 | 786.55 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 32,079 | 2.47 | 1,679 | 5.07 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 5,490 | 0.27 | 287 | 2.87 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,821,052 | 1.40 | 304,674 | 3.92 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 5,812 | 0.35 | 304 | 3.05 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 17,402 | 911 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 6,432 | 3.44 | 337 | 5.99 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 23,748 | 1,243 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 6,885 | 370 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 13,355 | 0.77 | 698 | 3.41 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 285,131 | 1.55 | 14,924 | 4.07 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 14,791 | 1.17 | 774 | 3.75 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1,243 | 15.20 | 65 | 18.18 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 223,841 | 11,716 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 32,093 | 9.39 | 1,680 | 12.08 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 20,465 | 18.28 | 1,071 | 21.29 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 12,279 | 86.33 | 643 | 91.07 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 181,480 | 5.00 | 9,499 | 7.61 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 3,950 | 207 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 1,770,576 | 2.69 | 92,672 | 5.24 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 266,579 | 13,953 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 27,039 | 7.10 | 1,415 | 9.78 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 12,320 | 0.46 | 645 | 2.88 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 5,265 | 0.15 | 276 | 2.61 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 95,455 | 1.29 | 4,996 | 3.82 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25,047 | 53.20 | 1,311 | 57.07 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 12,227 | 72.19 | 640 | 76.52 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,807,047 | 5,144.51 | 35 | -98.07 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 956,585 | 3.75 | 50 | 6.38 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 191,665 | 22.36 | 10,032 | 25.40 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 6,372 | 334 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 8,000 | 18.94 | 419 | 21.87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3,709,949 | 14.33 | 194,179 | 17.17 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 286,385 | 0.15 | 14,989 | 2.64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 58,783 | 90.80 | 3 | 200.00 | ||||
| 2025-04-15 | 13F | Collier Financial | 166,349 | 8,495 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 177 | 69 | -10.53 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 501 | 4.38 | 26 | 8.33 | ||||
| 2025-03-27 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 473,422 | 722.28 | 24,902 | 728.38 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 517,826 | 16.48 | 27,103 | 19.38 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4,883 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13,745 | 859.85 | 719 | 884.93 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 36,023 | 0.40 | 1,885 | 2.89 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 57,469 | 3,008 | ||||||
| 2025-08-05 | 13F | Access Investment Management LLC | 1,050 | 55 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 10,104 | 529 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 500,570 | 8.48 | 26,200 | 11.18 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 161,314 | 3.09 | 8,443 | 9.61 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 117,355 | 3.56 | 6,142 | 6.13 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 135 | 7 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10,721 | 3.32 | 561 | 6.05 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1,596,810 | 24.12 | 83,577 | 27.21 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 130,380 | 17.28 | 6,824 | 20.19 | ||||
| 2025-07-11 | 13F | Bell Bank | 1,516,195 | 5.15 | 79,358 | 7.76 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 12,693 | 0.74 | 664 | 3.27 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 30,588 | 1,601 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 43,800 | 9.23 | 2,292 | 11.97 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 135,269 | 0.13 | 7,080 | 5.96 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 195,086 | 2.87 | 10,211 | 5.42 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 14,657 | 7.31 | 767 | 10.04 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 21,266 | 1,063 | ||||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 685,828 | 22.14 | 35,896 | 25.17 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 126,386 | 1.34 | 6,615 | 3.86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 16,630,130 | 2.61 | 870,421 | 10.05 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 1,106,250 | 2.07 | 57,901 | 4.61 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 156,650 | 3.57 | 8,199 | 6.15 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 207 | 0.49 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 3,131,577 | 5.14 | 163,218 | 16.39 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 13,299 | 0.33 | 696 | 2.81 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3,985 | 209 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 70,624 | 5.60 | 3,696 | 8.23 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 7,271 | 3.43 | 381 | 5.85 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 21,263 | 0.53 | 1,113 | 2.96 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 48,325 | 18.44 | 2,553 | 22.56 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 390,837 | 1.93 | 20,456 | 4.46 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8,940 | 87.93 | 468 | 92.98 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 87,693 | 0.24 | 4,590 | 2.73 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 20,739 | 0.31 | 1,085 | 2.84 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 9,392 | 26.37 | 492 | 29.55 | ||||
| 2025-08-12 | 13F | Ensign Peak Advisors, Inc | 112,094 | 5,867 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 247,197 | 10.99 | 12,938 | 13.75 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6,924 | 9.92 | 362 | 12.77 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 262,373 | 1.68 | 13,733 | 4.20 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 106,574 | 2.74 | 5,578 | 5.30 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 68,995 | 2.87 | 3,611 | 5.43 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 29,561 | 2.89 | 1,547 | 5.45 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9,993 | 75.75 | 510 | 75.86 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 84,995 | 18.77 | 4,449 | 21.73 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 172,588 | 15.08 | 9,034 | 15.31 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 7,009 | 0.88 | 367 | 3.39 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10,913 | 0.95 | 571 | 3.44 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 43,910 | 24.22 | 2,298 | 27.31 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 472,831 | 3.26 | 24,748 | 5.83 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 92,899 | 8.95 | 4,862 | 11.67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2,839,061 | 99.37 | 148,596 | 104.32 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 170,978 | 14.95 | 8,949 | 17.64 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 99,192 | 2.56 | 5,192 | 5.10 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 350,380 | 4.54 | 18,339 | 7.13 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 268,554 | 0.20 | 14,413 | 12.36 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 81,086,542 | 2.89 | 4,244,069 | 5.45 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 57,596 | 2.17 | 3,015 | 4.73 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 503 | 26 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 16,559 | 0.16 | 867 | 2.61 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 423,743 | 3.02 | 22,179 | 5.58 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 238,341 | 5.33 | 12,475 | 7.94 | ||||
| 2025-07-31 | 13F | United Community Bank | 168 | 9 | ||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 5,918 | 5.27 | 310 | 7.67 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 16,435 | 860 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,384,101 | 3.90 | 229,464 | 6.49 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 830,617 | 8.16 | 43,474 | 10.85 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 125 | 0 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 57,476 | 21.90 | 3,008 | 24.92 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 13 | 1 | ||||||
| 2025-07-16 | 13F | FCG Investment Co | 39,584 | 5.85 | 2,072 | 8.49 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 232,312 | 1.24 | 12,159 | 3.75 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11,404 | 8.49 | 602 | 12.31 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 272,487 | 0.92 | 14,262 | 3.42 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 2,259 | 0.49 | 118 | 3.51 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 52,916 | 1.79 | 2,770 | 4.33 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 140,563 | 9.57 | 7 | 16.67 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 985,939 | 9.93 | 51,604 | 17.57 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5,702 | 298 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 40,209 | 2,105 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 5,365 | 82.55 | 281 | 86.67 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,726 | 143 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 55,154 | 1.57 | 2,887 | 4.08 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 19,132 | 4.75 | 1,001 | 7.40 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 22,551 | 1.32 | 1,180 | 3.87 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 4,526 | 0.42 | 237 | 2.61 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 14,839 | 0.37 | 777 | 2.78 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 32,823 | 1,718 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 4,044 | 0.40 | 212 | 2.93 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 46,188 | 7.52 | 2,417 | 10.21 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 5,900 | 309 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 42,990 | 266.93 | 2,195 | 266.44 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 73,002 | 22.07 | 3,821 | 25.08 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 7,859 | 0.72 | 411 | 3.27 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 464,006 | 7.17 | 24,286 | 9.84 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 684 | 36 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 545,177 | 5.89 | 28,534 | 8.52 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 418,146 | 7.42 | 21,886 | 10.10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21,921 | 4.69 | 1,158 | 8.33 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 494,328 | 5.67 | 25,873 | 8.30 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 7,131 | 2.57 | 373 | 5.07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,188,320 | 2.51 | 219 | 5.29 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 1,542,797 | 29.76 | 78,189 | 24.45 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 85,606 | 3.07 | 4,372 | 2.92 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 74,339 | 4.71 | 3,797 | 2.07 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 32,486 | 1.54 | 1,700 | 4.10 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 266,962 | 7.11 | 13,973 | 9.77 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 257,796 | 12.55 | 13,493 | 15.35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 22,216 | 21.53 | 1,163 | 24.54 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 94,615 | 15.92 | 4,952 | 18.81 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 7,419 | 388 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 1,933,939 | 6.14 | 101,222 | 8.78 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 42,478 | 1.66 | 2,223 | 4.22 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 8,056 | 5.82 | 422 | 8.51 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 697,973 | 0.61 | 36,532 | 3.11 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5,782 | 19.09 | 303 | 22.27 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 183 | 10 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 529,774 | 2.74 | 27,728 | 5.30 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 47,198 | 28.46 | 2,470 | 31.66 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6,391 | 4.00 | 335 | 6.71 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 5,820 | 0.28 | 305 | 2.70 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,823,232 | 30.57 | 200,108 | 33.82 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 88,250 | 2.01 | 4,667 | 11.28 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 47,775 | 24.96 | 2,501 | 28.07 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 12,839 | 17.30 | 672 | 20.25 | ||||
| 2025-07-14 | 13F | Friday Financial | 51,837 | 0.06 | 2,713 | 2.15 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 333,034 | 7.44 | 17,431 | 10.11 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 662,146 | 8.42 | 34,657 | 11.12 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 11,614 | 4.06 | 608 | 6.49 | ||||
| 2025-08-14 | 13F | Hunting Hill Global Capital, LLC | 183,379 | 9,598 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 35,498 | 15.75 | 1,858 | 18.58 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 20,979 | 2.18 | 1,098 | 4.77 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 19,614 | 7.36 | 1,027 | 10.09 | ||||
| 2025-05-21 | 13F | CBM Financial, LLC | 255,334 | 13,027 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 103,627 | 86.50 | 5,424 | 91.15 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 416,777 | 4.45 | 21,814 | 7.05 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 681 | 0.29 | 35 | 0.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,001,606 | 5.71 | 52,424 | 8.34 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3,599 | 53.08 | 188 | 56.67 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13,775 | 25.99 | 721 | 28.98 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3,358 | 3.58 | 176 | 6.06 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 9,913 | 519 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 828 | 208.96 | 43 | 230.77 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 119,455 | 5.95 | 6,422 | 16.70 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 183,619 | 4.62 | 9,611 | 21.38 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5,213,790 | 3.78 | 272,890 | 6.63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,673,891 | 3.64 | 87,611 | 6.22 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 376,239 | 3.20 | 19,692 | 5.77 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1,880,110 | 22.55 | 98,405 | 25.60 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 24,805 | 30.36 | 1,311 | 50.17 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 180,223 | 3.06 | 9,433 | 5.61 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 344,305 | 1.01 | 18,021 | 3.52 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 6,782 | 355 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 137 | 7 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 661,213 | 10.72 | 34,608 | 13.47 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 124,847 | 15.12 | 6,534 | 17.98 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 84,663 | 9.08 | 4,431 | 11.81 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3,859 | 0 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 25,219 | 14.01 | 1,320 | 16.83 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 8,257 | 0.32 | 432 | 2.86 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7,093 | 371 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 17,468 | 23.39 | 935 | 35.51 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6,658 | 6.78 | 348 | 9.43 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 16,205 | 4.14 | 864 | 8.69 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2,167 | 138.66 | 113 | 145.65 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 16,819 | 880 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5,285 | 277 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 766,456 | 5.75 | 40,116 | 8.38 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 52,660 | 2.22 | 2,689 | 2.09 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 6,790 | 0.70 | 355 | 3.20 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 46,542 | 6.56 | 2,436 | 9.24 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 8,581 | 449 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4,465 | 234 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 132,856 | 2.25 | 1,738 | 7.22 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15,588 | 2.52 | 816 | 5.03 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 34,427 | 209.15 | 2 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 8,168 | 26.83 | 428 | 30.18 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 235,619 | 8.02 | 12,332 | 10.71 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 18,326 | 10.75 | 959 | 13.49 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 29 | -91.57 | ||||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 386,944 | 4.57 | 20,253 | 7.18 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 807 | 75.82 | 42 | 82.61 | ||||
| 2025-07-16 | 13F | Novem Group | 230,881 | 3.55 | 12,084 | 6.13 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 24,844 | 120.87 | 1,300 | 126.48 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 27,505 | 0.72 | 1,440 | 3.23 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 46,553 | 2,437 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,271,615 | 4.11 | 432,936 | 6.70 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 1,290 | 0.86 | 68 | 3.08 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 21,241 | 54.83 | 1,112 | 58.71 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 22,971 | 0.03 | 1,202 | 2.56 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 44,416 | 25.87 | 2,325 | 28.97 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 35,595 | 1,863 | ||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 15,676 | 820 | ||||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 12,001 | 0.38 | 628 | 2.95 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 5,334 | 3.45 | 279 | 6.08 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5,713 | 0.58 | 299 | 3.10 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 799,564 | 0.47 | 41,849 | 2.97 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 377,880 | 3.28 | 19,778 | 5.84 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 249,751 | 13,224 | ||||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 12,309 | 1.73 | 644 | 4.38 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 9,470 | 0.34 | 493 | 3.35 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 5,202 | 330.63 | 272 | 345.90 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 215,595 | 4.70 | 11,472 | 9.09 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 33,119 | 0.31 | 1,733 | 2.79 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 176,652 | 9,246 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 619,361 | 2.01 | 32,417 | 4.54 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 85,139 | 18.41 | 4,456 | 21.38 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 30,527 | 1.37 | 1,598 | 3.90 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 28,453 | 3.62 | 1,489 | 6.21 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 12,645 | 2.22 | 662 | 4.75 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2,096,598 | 4.16 | 109,736 | 6.75 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 17,119 | 5.34 | 896 | 8.08 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 221,815 | 3.28 | 11,610 | 5.84 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 12,177 | 637 | ||||||
| 2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 42,311 | 2,215 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 23,853 | 8.15 | 1,248 | 10.83 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 9,067 | 475 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4,625,524 | 4.06 | 242,099 | 6.65 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4,392,930 | 6.28 | 229,926 | 8.92 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 59,458 | 153.03 | 3 | 200.00 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 419,637 | 4.52 | 22 | 10.00 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 47,608 | 3.58 | 2,492 | 6.14 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 24,878 | 40.92 | 1,302 | 44.51 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 82,600 | 919.75 | 4,323 | 946.73 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 235,365 | 9.07 | 12,446 | 12.94 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 138,907 | 0.89 | 7,270 | 3.40 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 109,310 | 37.25 | 5,721 | 40.67 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 487,696 | 0.77 | 25,526 | 3.28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 412,764 | 6.07 | 21,604 | 8.56 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 635,558 | 39.13 | 33,265 | 42.60 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 701 | 0.57 | 37 | 2.86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,478,462 | 5.50 | 339,083 | 8.12 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 4,069 | 215 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 365 | 19 | ||||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 93,195 | 0.25 | 4,878 | 2.74 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 13,783 | 110.01 | 721 | 115.22 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 129,431 | 5.18 | 7 | 0.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,165 | 0.21 | 270 | 2.66 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 15,240 | 0.24 | 798 | 2.71 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 47,303 | 0.39 | 2,476 | 2.87 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 370,454 | 0.38 | 19,390 | 2.88 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3,051,332 | 11.44 | 159,707 | 14.21 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 153,644 | 8.10 | 8,042 | 10.79 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 3,903 | 204 | ||||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 70,778 | 211.52 | 3,705 | 219.31 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 7,469 | 391 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 9,090 | 10.84 | 476 | 13.64 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 695,083 | 36,381 | ||||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 52,162 | 0.06 | 2,730 | 2.55 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 540,467 | 45.10 | 28,288 | 48.71 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 83,568 | 1.45 | 4,268 | 1.31 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 611,808 | 12.94 | 32,022 | 15.75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,000,442 | 32.74 | 52,363 | 36.04 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 79,406 | 12.52 | 4,205 | 16.26 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 338,386 | 56.54 | 17,711 | 60.44 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 16,671 | 873 | ||||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 555,096 | 26.17 | 29,054 | 29.31 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,838,839 | 103.59 | 96,245 | 108.66 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,673,435 | 10.75 | 244,607 | 13.50 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5,527 | 2.69 | 289 | 5.47 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13,286 | 36.52 | 679 | 43.04 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 280,148 | 3,593.45 | 14,663 | 3,688.63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 909,779 | 20.08 | 48 | 23.68 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,354 | 5.95 | 71 | 7.69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | Put | 10,200 | 24.39 | 534 | 27.51 | |||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2,602 | 136 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 11,217 | 587 | ||||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 138,663 | 2.95 | 7,258 | 5.51 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,824 | 3.82 | 357 | 6.57 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 98,160 | 7.70 | 5,138 | 10.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 45,142,578 | 5.49 | 2,362,762 | 8.12 |
