Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares MSCI USA Min Vol Factor ETF meliputi Glenmede Investment Management, LP, Portfolio Design Labs, LLC, Healthcare Of Ontario Pension Plan Trust Fund, AAFCPAs Wealth Management, LLC, Edmond De Rothschild Holding S.a., Sagard Holdings Management Inc., Croban, KADIX - Kensington Active Advantage Fund Institutional Class Shares, Kensington Asset Management, LLC, Gotham Asset Management, LLC, Elevate Capital Advisors, LLC, Kingstone Capital Partners Texas, LLC, Stark Wealth Management LLC, Divergent Planning, LLC, Midwest Trust Co, Lifeworks Advisors, LLC, TFAZX - TFA Tactical Income Fund Class I, Cubist Systematic Strategies, LLC, Brady Martz Wealth Solutions, LLC, dan Boreal 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5,138 | 24.17 | 482 | 24.55 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 92,492 | 9.79 | 8,586 | 10.96 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5,874 | 128.92 | 551 | 138.53 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 135,922 | 12,759 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 84,804 | 37.29 | 7,961 | 37.60 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 6,244 | 4.07 | 586 | 4.46 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 87,984 | 1.82 | 8,259 | 2.05 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 112,508 | 3.97 | 10,561 | 4.20 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,047 | 380 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,046 | 1.29 | 943 | 1.62 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 5,862 | 112.01 | 550 | 113.18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 700,707 | 7.89 | 65,775 | 8.13 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 133,665 | 8.83 | 12,547 | 9.08 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 4,312 | 0.02 | 405 | 0.25 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10,120 | 5.89 | 950 | 6.03 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49,446 | 18.17 | 4,579 | 16.84 | ||||
| 2025-08-04 | 13F | Balentine LLC | 3,077 | 0.26 | 289 | 0.35 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4,111 | 0.27 | 386 | 0.52 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6,950 | 0.80 | 652 | 1.09 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 217,893 | 0.72 | 20,454 | 0.94 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 23,400 | 70.80 | 2,197 | 71.16 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 3,302 | 0.06 | 310 | 0.00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 6,011 | 564 | ||||||
| 2025-08-14 | 13F | Clg Llc | 8,639 | 0.12 | 811 | 0.25 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 93,082 | 5.10 | 8,738 | 5.34 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 4,040 | 3.54 | 379 | 3.84 | ||||
| 2025-07-18 | 13F | Vicus Capital | 46,495 | 4,365 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 24,624 | 0.34 | 2,311 | 0.57 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 95,801 | 11.65 | 8,993 | 11.90 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 24,085 | 35.25 | 2,261 | 35.49 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4,198 | 394 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26,766 | 1.36 | 2,513 | 1.58 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 67,157 | 0.75 | 6,304 | 0.98 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3,049 | 286 | ||||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 6,934 | 0.17 | 651 | 0.31 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 180,124 | 16,908 | ||||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 14,099 | 4,647.14 | 1,323 | 4,800.00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 18,815 | 0.26 | 1,766 | 0.51 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 48,367 | 2.65 | 4,530 | 8.30 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 21,084 | 3.02 | 1,979 | 3.29 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 50,042 | 35.86 | 4,697 | 36.30 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 112,009 | 0.92 | 10,514 | 1.14 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 885 | 83 | ||||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 5,800 | 544 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 66,425 | 7.65 | 6,235 | 7.89 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 3,927 | 348 | ||||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 6,695 | 0.15 | 628 | 0.32 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5,176 | 486 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 244,764 | 465.52 | 22,976 | 466.86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 136,903 | 6.85 | 12,851 | 7.09 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 4,051 | 36.35 | 380 | 36.69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 78,585 | 30.07 | 7,377 | 34.30 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 5,100 | 17.27 | 478 | 24.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 271,470 | 18.46 | 25,483 | 18.73 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 2,347 | 220 | ||||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 4,036 | 62.35 | 379 | 62.93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 48,449 | 1,107.00 | 4,548 | 1,177.25 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,423 | 0.21 | 227 | 0.44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,202,341 | 0.77 | 207 | 0.98 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 628 | 59 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 2,463 | 0.37 | 231 | 0.87 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5,002 | 0.12 | 469 | 0.43 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 3,127 | 7.68 | 288 | 6.27 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 203,668 | 4.36 | 19,118 | 4.60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 105,617 | 31.60 | 9,914 | 31.91 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 3,031 | 22.76 | 285 | 22.94 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 2,172 | 203 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9,577 | 12.67 | 899 | 12.81 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 576,273 | 7.46 | 54 | 8.00 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 76,157 | 103.33 | 7,149 | 103.82 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 5,712 | 0.35 | 536 | 0.56 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 14,591 | 3.28 | 1,370 | 3.48 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 132 | 12 | ||||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 3,984 | 0.35 | 374 | 0.81 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6,477 | 16.47 | 608 | 16.92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 40,233 | 38.72 | 3,777 | 39.03 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,189 | 0.05 | 206 | 0.49 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 263,164 | 10.14 | 24,703 | 10.38 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 50,930 | 4.00 | 4,781 | 4.23 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18,543 | 64.86 | 1,741 | 65.24 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 475,892 | 20.99 | 45 | 22.22 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 69,010 | 33.34 | 6,463 | 40.65 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 9,715 | 0.09 | 912 | 0.22 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12,118 | 71.74 | 1,134 | 78.43 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4,627 | 112.54 | 434 | 113.79 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 5,472 | 0.35 | 514 | 2.19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5,100 | 131.82 | 479 | 132.04 | |||
| 2025-05-12 | 13F | Sandy Spring Bank | 895 | 32.59 | 84 | 40.68 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 42,440 | 7.99 | 3,950 | 10.71 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14,004 | 0.36 | 1,315 | 0.61 | ||||
| 2025-08-08 | 13F | Vestcor Inc | 114,961 | 1,132.03 | 11 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 3,800 | 357 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 137,220 | 40.62 | 12,881 | 40.93 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 17,220 | 0.34 | 1,616 | 1.51 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 10,092 | 9.85 | 947 | 10.12 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 5 | 0 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 9,831 | 46.67 | 923 | 47.05 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 628 | 0.32 | 59 | 0.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 40,614 | 3,812 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 21,787 | 3.37 | 2,045 | 3.60 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 15,087 | 1,416 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 2 | 0 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 6,515 | 6.87 | 612 | 7.19 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 23,795 | 9.81 | 2,232 | 9.96 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 30,850 | 0.60 | 2,896 | 0.80 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12,658 | 7.10 | 1,188 | 7.41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 658,501 | 13.91 | 62 | 12.96 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 8,945 | 3.34 | 840 | 3.58 | ||||
| 2025-08-12 | 13F | Camden National Bank | 55,592 | 0.13 | 5,218 | 0.35 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5,099 | 0.20 | 479 | 0.42 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 52,779 | 418.51 | 4,943 | 447.40 | ||||
| 2025-08-08 | 13F | Creative Planning | 266,538 | 4.23 | 25,020 | 4.46 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 3,988 | 374 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,082 | 5.66 | 102 | 6.32 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 73 | 7 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 19,611 | 19.64 | 1,841 | 19.87 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 16,786 | 22.52 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 83,381 | 2.18 | 7,827 | 2.41 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 14,577 | 4.78 | 1,368 | 5.07 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2,852 | 1.46 | 268 | 1.52 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 197,483 | 3.26 | 18,538 | 3.49 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 62,801 | 112.63 | 5,895 | 113.12 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3,119 | 36.56 | 293 | 37.09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 2,695 | 253 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 2,819 | 265 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 25,228 | 6.13 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 70,420 | 7 | ||||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 23,600 | 24.87 | 2,215 | 25.14 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 13,067 | 3.35 | 1,227 | 3.55 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 88,714 | 1.28 | 8,328 | 1.50 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 5,643 | 8.69 | 530 | 8.85 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,197 | 0.50 | 112 | 0.90 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 21,640 | 38.41 | 2,031 | 38.73 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 18,353 | 9.41 | 1,723 | 9.61 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5,627 | 203.83 | 528 | 205.20 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 16,938 | 32.43 | 1,503 | 25.48 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 4,036 | 49.98 | 379 | 50.00 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2,374 | 223 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5,522 | 33.83 | 518 | 34.20 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 20,905 | 0.04 | 1,962 | 0.26 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 198,380 | 23.94 | 18,358 | 24.74 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 18,790 | 0.55 | 1,764 | 0.74 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 4,585 | 0.22 | 430 | 0.47 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 83,985 | 48.47 | 7,884 | 48.79 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 350,316 | 0.37 | 32,884 | 0.60 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6,684 | 42.91 | 627 | 46.84 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2,723 | 15.28 | 256 | 15.38 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 4,106 | 2.39 | 385 | 2.67 | ||||
| 2025-08-12 | NP | KADIX - Kensington Active Advantage Fund Institutional Class Shares | 23,980 | 2,251 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 202,422 | 3.85 | 19,001 | 4.08 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5,895 | 0.12 | 553 | 0.36 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1,270 | 721 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 10,164 | 4.73 | 954 | 5.07 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 7,301 | 18.93 | 685 | 19.34 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 12,209 | 0.06 | 1,146 | 0.35 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 2,436 | 0.16 | 229 | 0.44 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 136,747 | 11.94 | 12,836 | 12.19 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7,845 | 39.00 | 736 | 39.39 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7,925 | 11.65 | 1 | |||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 37,714 | 3,540 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 10,571 | 1.65 | 992 | 1.95 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 57,731 | 9,287.15 | 1 | -100.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,395 | 5.47 | 1,257 | 6.80 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 19,435 | 0.27 | 1,824 | 0.50 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 7,914 | 0.38 | 743 | 0.54 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 21,850 | 0.14 | 2,051 | 0.39 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 5,633 | 0.11 | 529 | 0.19 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 10,311 | 0.23 | 968 | 0.42 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 14,783 | 10.54 | 1,388 | 10.78 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2,134 | 0 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 25,130 | 1.13 | 2,359 | 1.33 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 6,996 | 0.34 | 657 | 0.61 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 20,319 | 0.61 | 1,907 | 0.85 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,289 | 0.77 | 558 | -4.45 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 4,725 | 6.97 | 443 | 6.24 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 161 | 323.68 | 15 | 400.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 40,526 | 469.91 | 3,804 | 471.17 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 3,933 | 0.33 | 369 | 0.54 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 91,573 | 2.07 | 8,596 | 2.30 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 4,572 | 429 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 44,762 | 51.57 | 4,202 | 51.88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,904,012 | 3.89 | 178,730 | 4.12 | ||||
| 2025-07-29 | NP | DYTA - SGI Dynamic Tactical ETF | 106,410 | 40.99 | 9,950 | 39.41 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 11,691 | 6.01 | 1,097 | 6.30 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 24,021 | 16.75 | 2,255 | 17.03 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 145,748 | 6.18 | 13,681 | 6.42 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3,028 | 23.09 | 282 | 24.23 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 20,864 | 7.56 | 1,958 | 7.82 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 9,364 | 10.31 | 879 | 10.57 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 36,862 | 5.60 | 3,460 | 5.84 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7,817 | 20.37 | 726 | 21.64 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 34,935 | 11.76 | 3,279 | 12.03 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 12,124 | 436.70 | 1 | |||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 4,817 | 452 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 9,334 | 18.81 | 876 | 19.18 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 107,186 | 10.66 | 10,062 | 10.90 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4,538 | 426 | ||||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 126,507 | 2.98 | 11,875 | 3.22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13,315,040 | 1.46 | 1,249,883 | 1.69 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 2,534 | 2.26 | 238 | 6.76 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5,488 | 3.00 | 515 | 3.21 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 130,675 | 1.62 | 12,266 | 3.24 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 63,936 | 73.30 | 6,002 | 73.69 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 226,798 | 4.63 | 21,290 | 4.86 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 116,624 | 14.72 | 10,947 | 14.98 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3,148 | 6.17 | 296 | 6.50 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 36,318 | 0.14 | 3,409 | 0.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,313,739 | 7.44 | 592,671 | 7.68 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 440,141 | 0.31 | 40,761 | 0.16 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 15,427 | 41.38 | 1,435 | 41.70 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,543 | 145 | ||||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 10,761 | 6.81 | 1,010 | 7.10 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 6,819 | 0.24 | 640 | 0.47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,142,277 | 26.29 | 201,096 | 26.57 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4,321 | 2.13 | 406 | 2.27 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 61,445 | 5.76 | 5,768 | 5.99 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 31,085 | 0.75 | 2,918 | 0.97 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 161,696 | 94.63 | 15,178 | 95.09 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 184 | 148.65 | 17 | 183.33 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 3,862 | 0.10 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 7,381 | 2.59 | 693 | 2.82 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 3,775 | 2.39 | 354 | 2.61 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7,814 | 734 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4,431 | 7.00 | 416 | 7.24 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 303 | 0.33 | 28 | 0.00 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 2,796 | 0.14 | 262 | 0.38 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 5,213 | 21.74 | 489 | 21.95 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 2,289 | 0.31 | 215 | 0.47 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 34,709 | 4.07 | 3,258 | 4.32 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 29,405 | 0.02 | 2,760 | 0.25 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 821 | 7.32 | 77 | 8.45 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2,528 | 65.45 | 237 | 65.73 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 40,334 | 3,786 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 9,740 | 3.80 | 914 | 4.10 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 12,862 | 9.18 | 1,197 | 8.62 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 2,168,200 | 264.65 | 203,529 | 265.47 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 447,207 | 0.74 | 41,885 | 6.27 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1,146,363 | 44.00 | 107,609 | 44.33 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 26,501 | 266.80 | 2,488 | 267.90 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 34,410 | 0.71 | 3,230 | 0.94 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 180,930 | 16,984 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 5,664 | 532 | ||||||
| 2025-07-09 | 13F | Berkshire Bank | 127,676 | 7.41 | 11,985 | 7.64 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28,887 | 2.64 | 2,712 | 2.88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,686,964 | 1.78 | 439,962 | 2.00 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 2,372 | 0.04 | 223 | 0.00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 5,704 | 4.47 | 537 | 5.09 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 38,246 | 2.69 | 3,605 | 3.35 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 78,603 | 0.02 | 7,378 | 0.24 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 10,864 | 15.51 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15,132 | 0.73 | 1,420 | 0.92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 237,558 | 1.98 | 22,300 | 2.21 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 491 | 46 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8,626 | 9.63 | 810 | 9.92 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2,442 | 0.49 | 229 | 0.88 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 147,099 | 1.28 | 13,808 | 1.51 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 166,089 | 2.39 | 15,591 | 2.62 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 8,412 | 34.92 | 790 | 35.33 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 14,978 | 3.10 | 1,406 | 3.31 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 86,268 | 3.20 | 8,098 | 3.42 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 369,354 | 34,671 | ||||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 94,480 | 0.00 | 8,869 | 0.23 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 167,091 | 2.44 | 15,685 | 2.66 | ||||
| 2025-08-14 | 13F | Family Management Corp | 32,970 | 86.84 | 3,095 | 87.29 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,146 | 108 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,746,262 | 6.28 | 163,922 | 6.52 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5,184 | 11.94 | 487 | 12.24 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 11,472 | 9.30 | 1,077 | 9.46 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 21,504 | 7.03 | 2,019 | 7.28 | ||||
| 2025-08-15 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 5,600 | 12.00 | 526 | -22.11 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 36 | 33.33 | 3 | 50.00 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 21,830 | 3.72 | 2,052 | 7.83 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 2,547 | 239 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8,137 | 5.37 | 764 | 5.53 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 7,214 | 14.16 | 677 | 19.22 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7,412 | 48.72 | 696 | 49.14 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 533,569 | 5.46 | 50,086 | 5.69 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 27,547 | 5.47 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 5,623 | 1.10 | 528 | 1.35 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 17,471 | 0.19 | 1,640 | 0.43 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11,878 | 1.64 | 1,116 | 2.95 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 55,594 | 107.67 | 5,208 | 107.74 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 11,303 | 7.89 | 1,061 | 9.16 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 126,102 | 0.27 | 11,837 | 0.49 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 67,731 | 0.01 | 6,358 | 0.22 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,118 | 7.18 | 293 | 7.35 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6,613 | 32.31 | 621 | 32.48 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 4,112 | 2.83 | 386 | 2.94 | ||||
| 2025-07-29 | 13F | Creekside Partners | 16,633 | 0.07 | 1,561 | 0.32 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 12,772 | 369.56 | 1,199 | 371.65 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 243 | 23 | ||||||
| 2025-07-16 | 13F | Kennedy Investment Group | 101,389 | 5.20 | 9,517 | 5.43 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 5,150 | 0.31 | 483 | 0.63 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 36,710 | 71.25 | 3,446 | 71.65 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 742 | 0 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2,786 | 262 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 29,344 | 0.84 | 2,755 | 1.06 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,045 | 37.50 | 98 | 38.03 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 8,938 | 2.44 | 839 | 2.69 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2,522 | 70.18 | 236 | 80.15 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 10,559 | 6.75 | 991 | 7.02 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2,180 | 1.58 | 205 | 2.00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1,019,605 | 2.40 | 95,710 | 2.63 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 3,618 | 58.06 | 340 | 58.41 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 9,405 | 1.41 | 883 | 1.61 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4,154 | 18.72 | 390 | 19.27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 75,807 | 833.81 | 7,116 | 836.32 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9,560 | 117.52 | 897 | 118.25 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 554,464 | 2.96 | 52,048 | 3.19 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 308,114 | 1,116.11 | 28,923 | 1,119.31 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 8,407 | 6.76 | 789 | 7.06 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 14,309 | 116.41 | 1,343 | 116.96 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 119,806 | 3.16 | 11,246 | 3.39 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 37,263 | 0.62 | 3,498 | 0.84 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 766 | 2.27 | 72 | 7.58 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 3,382 | 1.02 | 317 | 1.28 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 133,055 | 0.14 | 12,447 | 5.71 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 122,541 | 200.94 | 11,503 | 201.65 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 12,200 | 1,134 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 9,577 | 152.89 | 899 | 153.67 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7,877 | 22.54 | 739 | 22.76 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 11,418 | 10.64 | 1,072 | 10.87 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 68,869 | 3.17 | 6,465 | 3.39 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 12,169 | 3.94 | 1,142 | 4.20 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 185,090 | 0.76 | 17,375 | 0.99 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20,057 | 3.36 | 1,883 | 3.58 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 19,865 | 10.01 | 1,865 | 10.23 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3,150 | 24.06 | 296 | 24.47 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20,408 | 114.30 | 1,916 | 114.93 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 179,301 | 15.98 | 16,831 | 16.24 | ||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 218,731 | 2.80 | 21 | 5.26 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 7,544 | 0.11 | 708 | 0.43 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 515 | 141.78 | 48 | 152.63 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 95,366 | 6.13 | 8,952 | 6.38 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 172,268 | 1.57 | 16,171 | 1.79 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 71,519 | 32.59 | 6,713 | 32.88 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 30,361 | 936.92 | 2,850 | 939.78 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 6,146 | 0.24 | 579 | 9.47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9,394 | 3.03 | 882 | 3.28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 26,700 | 203.41 | 2,506 | 204.13 | |||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 5,553 | 0.22 | 521 | 0.58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 49,600 | 144.33 | 4,656 | 144.87 | |||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 248,410 | 0.00 | 23 | 0.00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 53,095 | 1.67 | 4,984 | 1.90 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2,506 | 235 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 2,581 | 0.66 | 242 | 0.83 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 20,003 | 1,878 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 3,486 | 7.53 | 327 | 7.92 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 14,691 | 6.64 | 1,379 | 19.81 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 3,015 | 283 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 6,350 | 56.79 | 596 | 57.26 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 119,540 | 5.62 | 11,221 | 5.87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 278,750 | 5.25 | 26,166 | 5.49 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 219,956 | 0.20 | 20,647 | 0.42 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 29,657 | 56.68 | 2,784 | 57.05 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 3,346 | 316.69 | 313 | 340.85 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 112,045 | 12.99 | 10,518 | 13.24 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 17,259 | 121.30 | 1,620 | 121.92 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 69 | 6 | ||||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 3,653 | 5.73 | 343 | 5.88 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 4,690 | 6.47 | 440 | 6.80 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4,167 | 2.91 | 391 | 3.17 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 5,800 | 544 | |||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 2,190 | 205 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 19,154 | 1,798 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 13,002 | 5.00 | 1,221 | 5.26 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 40,330 | 12.01 | 3,786 | 12.25 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5,887 | 10.72 | 553 | 11.07 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,892,840 | 18.53 | 271,634 | 18.80 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4,031 | 68.03 | 378 | 68.75 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 2,699 | 7.96 | 253 | 8.12 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 166,800 | 62.44 | 15,658 | 67.29 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 13,199 | 0.33 | 1,239 | 0.57 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14,435 | 0.44 | 1,355 | 0.67 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 488 | 0.41 | 46 | 0.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 29,855 | 65.26 | 2,802 | 65.70 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 2,441 | 0.37 | 229 | 0.88 | ||||
| 2025-06-26 | NP | FULVX - Fidelity U.S. Low Volatility Equity Fund | 1,797 | 5.71 | 166 | 6.41 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7,524 | 13.21 | 706 | 13.50 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 62 | 6 | ||||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 7,506 | 0.09 | 705 | 0.28 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 297,725 | 1.23 | 27,947 | 1.46 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5,090 | 478 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 2,388 | 224 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 8,417 | 3.59 | 790 | 3.81 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 47,934 | 294.49 | 4,500 | 295.34 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2,482 | 233 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 7,226 | 56.20 | 678 | 56.58 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 14,161 | 12.28 | 1,329 | 12.53 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 189,200 | 26.13 | 17,760 | 27.04 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 4,551 | 0.37 | 427 | 0.71 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3,078 | 1,467 | ||||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 4,382 | 411 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1,550 | -1.96 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 4,501 | 0.07 | 424 | 9.56 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 38,475 | 0.22 | 3,612 | 0.45 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 24,955 | 0.26 | 2,350 | 4.91 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 12,118 | 0.89 | 1,138 | 1.16 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 977,206 | 68.52 | 91,379 | 66.63 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 149 | 14 | ||||||
| 2025-07-28 | 13F | Td Asset Management Inc | 2,183 | 205 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 10,147 | 22.85 | 955 | 23.54 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,809 | 264 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 3,065 | 290 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 44,819 | 9.92 | 4,207 | 10.19 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 524 | 49 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5,904 | 12.01 | 554 | 12.37 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 192,102 | 0.73 | 18,033 | 0.96 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 19,761 | 11.85 | 1,855 | 12.15 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,752 | 12.65 | 634 | 12.83 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 17,242 | 75.97 | 1,615 | 85.73 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 74,030 | 0.24 | 6,949 | 0.46 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 125,541 | 18.13 | 11,785 | 18.40 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 30 | 3 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 14,061 | 13.51 | 1,320 | 13.71 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3,163 | 297 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10,173 | 5.98 | 955 | 6.12 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 131 | 12 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 108,791 | 29.84 | 10,212 | 30.14 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,371 | 2.93 | 129 | 3.23 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7,780 | 42.57 | 730 | 42.86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 518,835 | 16.12 | 48,703 | 16.38 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 31,425 | 0.18 | 2,950 | 0.41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 124,623 | 19.29 | 11,698 | 20.75 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 176,982 | 0.34 | 16,613 | 3.38 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,685 | 13.28 | 2,129 | 13.55 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 13,892 | 7.84 | 1,304 | 8.13 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 9,508 | 0.36 | 895 | 10.63 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1,494,981 | 1.97 | 140,333 | 2.20 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 34,361 | 2.00 | 3,225 | 2.22 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 6,390 | 7.12 | 600 | 7.35 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 147,905 | 19.30 | 14 | 18.18 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 71,516 | 1.71 | 6,713 | 1.94 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 21,911 | 4.28 | 2,057 | 4.47 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 306,980 | 67.23 | 28,816 | 67.58 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 16,192 | 0.25 | 1,503 | -0.60 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 67,075 | 4.55 | 6,296 | 4.78 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 849 | 10.12 | 79 | 8.33 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 130,625 | 28.13 | 12,262 | 28.41 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,054 | 9.75 | 381 | 10.14 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 3,629 | 339 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21,556 | 1.44 | 2,023 | 1.66 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 53,920 | 5.31 | 5,061 | 5.55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 31,733 | 12.34 | 2,979 | 12.59 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 79,083 | 7.03 | 7,424 | 7.27 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 9,169 | 2.47 | 862 | 2.74 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 69,111 | 8.51 | 6,487 | 8.75 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 7,650 | 0.35 | 718 | 0.70 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 304 | 88.82 | 0 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6,029 | 566 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 7,572 | 104.15 | 711 | 104.61 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 14,199 | 29.91 | 1,333 | 30.21 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 164,325 | 2.57 | 15,425 | 2.81 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 4,246 | 399 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1,263,596 | 3.22 | 118,614 | 3.45 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 61,350 | 1.14 | 5,759 | 1.36 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4,015 | 0.07 | 377 | 0.27 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 35,455 | 4.74 | 3,325 | 5.79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 58,400 | 12.58 | 5,482 | 12.84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 70,687 | 2.43 | 6,635 | 2.66 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,344 | 2.90 | 220 | 3.29 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 7,006 | 1.48 | 658 | 1.70 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 14,887 | 0.01 | 1,397 | 0.22 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 63,897 | 2.41 | 5,998 | 2.64 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 8,087 | 1.34 | 1 | |||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 218,975 | 3.33 | 21 | 5.26 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 36,320 | 0.35 | 3,409 | 0.59 | ||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 318,000 | 29,851 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 41,161 | 3,863 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 5,335 | 4.16 | 501 | 4.38 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3,106 | 13.90 | 291 | 14.12 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 104,874 | 1.65 | 9,845 | 1.88 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 41,452 | 4.55 | 3,891 | 4.79 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 3,561 | 7.65 | 334 | 8.09 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 220,433 | 0.66 | 20,692 | 0.89 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 31,318 | 4.29 | 2,940 | 4.52 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17,460 | 1.94 | 1,639 | 11.96 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,675,665 | 0.78 | 628,581 | 1.31 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 100,976 | 1.95 | 9,479 | 2.18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,138,345 | 1.94 | 106,856 | 2.17 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 158,643 | 7.40 | 14,892 | 7.64 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 10,322 | 2.44 | 969 | 2.65 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 3,625 | 340 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12,821 | 13.24 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 163,904 | 1.33 | 15,200 | 4.37 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 122,844 | 1.29 | 11,531 | 1.52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6,373 | 1.06 | 598 | 1.36 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3,347 | 314 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 166,388 | 0.52 | 15,619 | 0.75 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 57,210 | 6.02 | 5,370 | 6.25 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2,768 | 1.21 | 260 | 1.17 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 11,046 | 105.01 | 1,037 | 105.56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 761,223 | 4.03 | 71 | 4.41 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 12,885 | 1.98 | 1,210 | 2.20 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 23,980 | 2,251 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 156 | 0.65 | 15 | 0.00 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 42,448 | 5.81 | 3,985 | 6.04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7,402 | 0.22 | 695 | 0.43 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 2,618 | 4.97 | 246 | 5.15 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 3,123 | 293 | ||||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 151,432 | 0.59 | 14,215 | 0.82 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5,235 | 6.25 | 491 | 6.51 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 7,809 | 0.06 | 733 | 0.41 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 79,076 | 1,931.24 | 7,423 | 1,939.01 | ||||
| 2025-08-05 | 13F | Allstate Corp | 67,195 | 6,308 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 9,730 | 6.63 | 913 | 6.91 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 6,372 | 598 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7,874 | 0.24 | 739 | 0.54 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 11,099 | 0.77 | 1,042 | 0.97 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 75,749 | 3.99 | 7,111 | 4.22 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 2,786 | 262 | ||||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 29,108 | 0.36 | 2,732 | 0.59 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 14,199 | 29.91 | 1,333 | 31.49 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 13,020 | 1 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6,665 | 626 | ||||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 34,159 | 0.02 | 3,207 | 0.25 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2,382 | 0.04 | 224 | 0.45 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 9,210 | 94.43 | 864 | 95.03 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 5,923 | 1.46 | 556 | 1.65 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2,573 | 0.35 | 242 | 0.42 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 46,221 | 0.55 | 4,339 | 0.77 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 2,890 | 271 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 440,319 | 41,333 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 5,874 | 5.02 | 551 | 5.35 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6,111 | 0.30 | 574 | 0.53 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 15,213 | 162.61 | 1,428 | 174.09 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 39,779 | 4.26 | 3,733 | 4.51 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 6,911 | 0.29 | 649 | 0.47 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 30,477 | 2,861 | ||||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 514,675 | 60.10 | 48,313 | 79.81 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 438 | 0.23 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,207,864 | 22.83 | 113,382 | 23.10 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 14,326 | 0.05 | 1,345 | 0.22 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2,498 | 0.93 | 234 | 1.30 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 29,461 | 0.02 | 2,766 | 0.25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 724,296 | 35.20 | 67,367 | 35.59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 731,634 | 147.72 | 68,678 | 148.28 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 111 | 10 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4,406 | 1.99 | 414 | 2.23 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 270,650 | 25,406 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 14,721 | 0.25 | 1,382 | 0.44 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 65,988 | 20.34 | 6,194 | 20.62 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 23,714 | 0.43 | 2,226 | 0.68 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 4,164 | 29.24 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9,116 | 45.90 | 856 | 46.15 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 3,948 | 32.93 | 371 | 33.09 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 61,403 | 0.08 | 5,764 | 0.30 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1,072 | 0 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 7,566 | 0.34 | 710 | 0.57 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 4,024 | 0.98 | 378 | 1.07 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 8,407 | 789 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 545 | 54,400.00 | 51 | 6.25 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 895 | 84 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 19,023 | 2 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 111,733 | 4.23 | 10,488 | 4.46 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 44 | 4 | ||||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 13,889 | 1,304 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 98,623 | 0.83 | 9,258 | 1.06 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 476 | 8.43 | 45 | 7.32 | ||||
| 2025-08-08 | 13F | Croban | 36,619 | 3,437 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 22,487 | 6.32 | 2,106 | 12.14 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 2,158 | 0.05 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 24,520 | 3.38 | 2,302 | 3.60 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8,493 | 122.74 | 797 | 123.25 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 74,587 | 1.00 | 7,002 | 1.23 |
