Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Index Funds - Vanguard Small-Cap ETF meliputi Kingstone Capital Partners Texas, LLC, Glenmede Investment Management, LP, Searcy Financial Services Inc /adv, EBI - Longview Advantage ETF, Tribridge Partners Financial LLC, Code Waechter LLC, Midwest Trust Co, Atlantic Union Bankshares Corp, Gamco Investors, Inc. Et Al, Veridan Wealth LLC, Cornerstone Planning, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Blueprint Financial Advisors LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, J Hagan Capital, Inc., Private Wealth Advisors, LLC, BCS Private Wealth Management, Inc., 21 West Wealth Management LLC, Fund Evaluation Group, LLC, dan Horizon Bancorp Inc /in/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 20,267 | 9.46 | 4,803 | 16.98 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2,477 | 587 | ||||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 1,807 | 36.17 | 428 | 45.58 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1,347 | 320 | ||||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 6,232 | 0.16 | 1,531 | 11.92 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6,926 | 16.52 | 1,641 | 24.60 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 10,561 | 38.12 | 2,364 | 39.47 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 888 | 95.16 | 210 | 118.75 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 883 | 212 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 32,288 | 0.11 | 7,652 | 6.98 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 515,318 | 0.03 | 122,120 | 6.90 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2,559 | 3.02 | 606 | 10.18 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 2,384 | 6.19 | 571 | 25.27 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 32,125 | 3.10 | 7,621 | 10.29 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 77,248 | 3.69 | 18,367 | 11.17 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 8,500 | 2,014 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 72,433 | 225.78 | 17,165 | 248.17 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 1,280 | 277 | ||||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 1,478 | 4.97 | 350 | 12.18 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 8,740 | 2,071 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55,536 | 6.35 | 13,161 | 13.65 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 4,348 | 0.35 | 1,030 | 7.29 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 1,080 | 0 | ||||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 12,847 | 3.91 | 3,045 | 11.05 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2,859 | 0.49 | 677 | 7.46 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 190,237 | 790.46 | 45,083 | 847.30 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 39,373 | 2.11 | 9,331 | 9.12 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 3,940 | 236.75 | 935 | 260.62 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 125,357 | 14.68 | 29,707 | 22.56 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 14,118 | 1.78 | 3,346 | 8.78 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 112,399 | 11,756.43 | 26,637 | 12,062.56 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1,978 | 470 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 10,685 | 0.19 | 2,532 | 7.11 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6,857 | 22.75 | 1,625 | 31.18 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 262,478 | 69.16 | 62,202 | 80.78 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 1,888 | 16.26 | 447 | 24.17 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 15,515 | 34.48 | 3,677 | 43.71 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 1,545 | 35.65 | 367 | 45.63 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 78 | 2,500.00 | 18 | -64.71 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 31,217 | 251.54 | 7,398 | 275.67 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 31,202 | 39.68 | 7,394 | 49.28 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 4,527 | 17.71 | 1,073 | 25.82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19,200 | 3.35 | 4,550 | 10.44 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 38,014 | 2.14 | 9,038 | 9.52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 65,563 | 21.26 | 15,537 | 29.59 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 12,059 | 18.63 | 2,862 | 27.09 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 84,856 | 5.81 | 20,109 | 13.08 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3,883 | 6.88 | 920 | 14.29 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,629 | 18.04 | 386 | 26.14 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 900 | 213 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 99,349 | 0.97 | 23,544 | 7.90 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 1,805 | 428 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 247 | 0.41 | 59 | 7.41 | ||||
| 2025-08-12 | 13F | Bokf, Na | 36,045 | 20.36 | 8,542 | 28.63 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 23,161 | 46.06 | 5,489 | 56.09 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25,505 | 2.50 | 6,044 | 9.55 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 25,582 | 2.05 | 6,062 | 9.07 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 15,423 | 6.13 | 3,667 | 13.81 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 4,993 | 0.30 | 1,183 | 7.25 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2,613 | 4.65 | 619 | 11.93 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 2,182 | 2.15 | 517 | 9.30 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 36,726 | 2.22 | 9 | 28.57 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 2,368 | 3.45 | 561 | 10.65 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 292,062 | 4.06 | 69,213 | 11.21 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11,522 | 5.73 | 2,730 | 13.00 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 54,450 | 2.80 | 12,904 | 9.86 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 69,123 | 2.66 | 16,381 | 9.71 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 19,113 | 7.53 | 4,529 | 14.92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,917,060 | 1.29 | 454,305 | 8.25 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 339 | 80 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 267,629 | 5.67 | 63 | 12.50 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5,569 | 6.22 | 1,320 | 26.46 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 2,272 | 7.22 | 1 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 18,455 | 894.88 | 4,373 | 963.99 | ||||
| 2025-07-28 | 13F | Essex LLC | 4,017 | 238.99 | 952 | 263.36 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 62,010 | 2.86 | 14,695 | 9.93 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 1,475 | 350 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 12,945 | 0.57 | 3,181 | 19.01 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 15,762 | 0.72 | 3,735 | 7.64 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 150 | 19.05 | 36 | 29.63 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 136,154 | 7.57 | 32,273 | 14.98 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 859 | 204 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 14,567 | 24.00 | 3,452 | 32.48 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 17,453 | 202.58 | 4,136 | 223.63 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1,884 | 5.02 | 446 | 12.34 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 5,105 | 4.74 | 1,210 | 11.94 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4,983 | 8.47 | 1,181 | 15.91 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 51,313 | 9.21 | 12,160 | 16.71 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 37,699 | 250.56 | 8,934 | 274.71 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 11,705 | 0.11 | 2,774 | 6.98 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 843 | 205 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 6,318 | 8.24 | 1,497 | 15.69 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 5,069 | 4.99 | 1,201 | 12.24 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 641 | 23.98 | 152 | 32.46 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 8,519 | 1.45 | 2,019 | 8.38 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15,058 | 72.78 | 3,568 | 84.68 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 20,573 | 7.45 | 4,875 | 14.84 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 76,939 | 3.91 | 18,233 | 11.05 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 243 | 58 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 1,356 | 7.70 | 301 | -0.66 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 77,185 | 22.62 | 18,291 | 31.05 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1,261 | 5.79 | 299 | 12.88 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 37,526 | 1,545.88 | 8,893 | 1,660.79 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 124,643 | 21.65 | 29,538 | 30.00 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 6,315 | 8.26 | 1,497 | 15.70 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1,535 | 56.15 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 6,534 | 0.37 | 1,548 | 7.28 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 1,203 | 0.84 | 285 | 7.95 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 41,533 | 3.44 | 9,842 | 10.55 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 1,703 | 403 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 669 | 159 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 3,780 | 8.56 | 896 | 15.93 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 6,768 | 10.10 | 1,604 | 17.61 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 35,114 | 8,321 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 86,776 | 59.74 | 20,571 | 70.76 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 12,036 | 16.84 | 2,852 | 24.87 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 11,154 | 0.31 | 2,643 | 7.22 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 4 | 1 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 20,306 | 0.07 | 4,812 | 6.96 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 548 | 10.26 | 130 | 17.27 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2,955 | 136.40 | 700 | 152.71 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 5,146 | 12.36 | 1,220 | 20.10 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 5,645 | 6.31 | 1,338 | 13.59 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 34,544 | 8,186 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 396,389 | 3.73 | 94 | 10.71 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 125 | 0.81 | 30 | 0.00 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 10,276 | 0.14 | 2,435 | 7.03 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 3,721 | 12.11 | 882 | 19.70 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6,102 | 103.60 | 1,446 | 117.77 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 3,570 | 15.65 | 846 | 23.54 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 41,986 | 0.30 | 9,950 | 7.19 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 128 | 30 | ||||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 9,918 | 28.31 | 2,350 | 37.11 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 84,832 | 10.39 | 20,171 | 18.37 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 2,821 | 0.21 | 669 | 7.05 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 1,638 | 0.06 | 388 | 6.89 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 82 | 19 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 1,437 | 34.68 | 341 | 44.07 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 40,956 | 3.68 | 9,706 | 10.80 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 13,293 | 0.07 | 3,150 | 6.96 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 53,727 | 6.18 | 12,732 | 13.48 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 560 | 25.84 | 133 | 34.69 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 22,533 | 1.43 | 5,340 | 8.38 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1,176 | 279 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 48,895 | 6.69 | 11,590 | 14.05 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 3,485 | 6.87 | 826 | 21.86 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 20,645 | 163.63 | 4,893 | 181.80 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 1,806 | 428 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 105,921 | 25,184 | ||||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 42,259 | 29.40 | 10,015 | 38.30 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 1,082 | 256 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 14,877 | 2.69 | 3,526 | 9.74 | ||||
| 2025-08-12 | 13F | Ade, Llc | 1,090 | 258 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 9,090 | 4.63 | 2,154 | 11.84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12,480 | 12.99 | 2,957 | 20.74 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,983 | 3.34 | 470 | 10.35 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 1,321 | 0 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 35,019 | 1.00 | 8,299 | 7.93 | ||||
| 2025-08-01 | 13F | First National Trust Co | 3,589 | 0.98 | 851 | 7.87 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 36,672 | 15.59 | 8,691 | 23.53 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,016,812 | 120.75 | 241,687 | 136.62 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 22,613 | 44.56 | 5,359 | 54.53 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 35,042 | 5.02 | 8,304 | 12.23 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 2,116 | 50.71 | 502 | 61.09 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 10,272 | 2.08 | 2,434 | 9.10 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 7,797 | 2.96 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 8,227 | 6.37 | 1,950 | 13.64 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 58,506 | 18.43 | 13,865 | 26.55 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 2,527 | 599 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 12,434 | 104.47 | 2,947 | 118.55 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 8,918 | 0.60 | 2,142 | 8.13 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 83 | 15.28 | 20 | 26.67 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 1,084 | 6.27 | 257 | 14.80 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 13,979 | 3,313 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 1,723 | 10.52 | 410 | 18.55 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 24,190 | 0.91 | 5,733 | 7.85 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 143,610 | 6.46 | 34,033 | 13.77 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 12,945 | 21.53 | 3,073 | 30.10 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,254 | 2.53 | 297 | 9.59 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1,027 | 244 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 78,252 | 100.73 | 18,545 | 114.18 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 246,587 | 17.37 | 58 | 26.09 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 24,464 | 20.27 | 5,425 | 25.01 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,987 | 5.02 | 1,419 | 12.18 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 1,590 | 24.71 | 377 | 33.33 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 33,687 | 0.26 | 7,983 | 7.15 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 3,689 | 48.81 | 874 | 59.20 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 5,620 | 14.09 | 1,332 | 21.89 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 7,728 | 1.71 | 1,831 | 8.73 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 4,434 | 6.03 | 1,078 | 33.09 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1,608 | 14.69 | 381 | 22.90 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 2,471 | 586 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 2,585 | 0.04 | 612 | 6.99 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 68,263 | 1.21 | 16,177 | 8.16 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 8,725 | 8.02 | 2,070 | 15.52 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 33,014 | 7.47 | 7,850 | 15.24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,342,693 | 7.99 | 554,795 | 15.33 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2,151 | 10.76 | 1 | |||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 1,596 | 5.28 | 382 | 13.69 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2,253 | 2.78 | 534 | 9.67 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 1,448 | 8.14 | 343 | 18.69 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 104,761 | 3.53 | 24,826 | 10.64 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 1,554 | 0.13 | 368 | 6.98 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 887 | 210 | ||||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 164 | 39 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 3,039 | 34.59 | 731 | 45.62 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 132,760 | 25.32 | 31,461 | 33.93 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 1,740 | 2.96 | 412 | 10.16 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 10,418 | 9.54 | 2,469 | 17.02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 56,557 | 196.86 | 13,447 | 218.35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 96,008 | 2.26 | 21,290 | -5.63 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1,210 | 1.00 | 287 | 7.92 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20,327 | 18.84 | 4,817 | 27.03 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1,093 | 54.60 | 259 | 65.38 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 24,016 | 0.73 | 5,691 | 7.66 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3,401 | 2.04 | 806 | 9.08 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 667 | 158 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,763 | 56.43 | 426 | 71.37 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 1,338 | 15.84 | 317 | 23.83 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 685 | 162 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 1,142 | 272 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 57,743 | 2.75 | 13,684 | 9.81 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 19,156 | 6.71 | 4,540 | 14.05 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 131,788 | 4.51 | 31,231 | 11.69 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 81,694 | 37.10 | 19,659 | 55.61 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14,479 | 1.08 | 3,434 | 8.09 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 165 | 3.12 | 0 | |||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 9,055 | 2.57 | 2,146 | 9.61 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 949 | 225 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 77,378 | 6.09 | 18,337 | 13.37 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 21,703 | 5.77 | 5,143 | 13.03 | ||||
| 2025-07-18 | 13F | United Bank | 22,656 | 2.01 | 5,369 | 9.04 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 80,275 | 1.23 | 19,024 | 8.18 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 28,518 | 1.61 | 6,758 | 8.60 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 8,686 | 20.15 | 2,058 | 28.38 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 47,929 | 1.52 | 11,358 | 8.49 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8,618 | 10.20 | 2,049 | 18.17 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 43,819 | 0.90 | 10,384 | 7.83 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 10,453 | 0.48 | 2,477 | 7.42 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 46,782 | 1.16 | 11,086 | 8.11 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 1,370 | 0.22 | 325 | 6.93 | ||||
| 2025-07-21 | 13F | Intrinsic Value Partners, LLC | 9,528 | 17.85 | 2,258 | 25.95 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1,024 | 249 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 13,497 | 1.95 | 3,199 | 8.96 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6,964,529 | 4.61 | 1,653,133 | 12.04 | ||||
| 2025-04-28 | NP | JSCNX - Small Cap Value Fund Class NAV | 31,397 | 124.04 | 7,460 | 104.36 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14,794 | 10.77 | 3,506 | 18.37 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 45,993 | 1.71 | 10,199 | -6.13 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 3,172 | 752 | ||||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 890 | 211 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 177,463 | 9.97 | 42,074 | 17.57 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 18,318 | 3.82 | 4,341 | 10.97 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3,757 | 38.74 | 908 | 62.14 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 851 | 202 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 63,362 | 17.27 | 15,016 | 25.32 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 12,162 | 66.79 | 2,882 | 78.23 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6,153 | 0.70 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,925,111 | 2.58 | 930,173 | 9.63 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 23,422 | 27.98 | 5,559 | 36.96 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 894 | 212 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 120 | 28 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1,669 | 0.30 | 395 | 7.34 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 19,526 | 26.25 | 4,627 | 34.94 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 1,626 | 11.75 | 395 | 22.67 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 1,457 | 0.07 | 345 | 7.14 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 9,436 | 11.71 | 2,236 | 19.38 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 51,548 | 6.61 | 12,216 | 13.94 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 18,848 | 4.23 | 4,467 | 11.37 | ||||
| 2025-08-14 | 13F | State Street Corp | 383,669 | 31.00 | 91,224 | 40.47 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,687 | 23.88 | 659 | 40.00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3,456 | 110.09 | 819 | 125.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 356,700 | 2.57 | 84,531 | 9.62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 102,180 | 4.09 | 24,215 | 11.24 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 583,423 | 1.26 | 138,260 | 8.21 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 82,151 | 4.66 | 19,468 | 11.85 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 345,967 | 1.41 | 81,987 | 8.37 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 33,922 | 6.01 | 8,039 | 13.28 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 49,578 | 16.25 | 11,749 | 24.21 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 94,028 | 16.04 | 22,283 | 24.01 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 332 | 970.97 | 79 | 1,200.00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 20,733 | 3.56 | 4,913 | 10.68 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 4,239 | 15.16 | 1,005 | 23.04 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 68,213 | 16.47 | 16,165 | 24.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,868,185 | 0.88 | 1,390,642 | 7.81 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 6,480 | 15.00 | 1,536 | 22.90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 194,596 | 10.32 | 46,116 | 17.89 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7,382 | 3.81 | 1,749 | 10.98 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 6,929 | 40.75 | 1,642 | 50.41 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 33,036 | 17.83 | 7,829 | 25.93 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 27,636 | 5.52 | 6,549 | 12.78 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 8,273 | 51.05 | 1,960 | 61.45 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5,186 | 2.49 | 1,229 | 1.07 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 7,596 | 48.10 | 1,800 | 58.31 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 70,328 | 4.78 | 16,666 | 11.98 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 54,753 | 0.41 | 12,141 | -7.33 | ||||
| 2025-07-16 | 13F | Randolph Co Inc | 121,084 | 1.05 | 28,694 | 7.99 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 28,374 | 3.00 | 6,724 | 10.07 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 24 | 5 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 43,109 | 2.33 | 10,569 | 15.74 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 53,183 | 1.68 | 12,603 | 8.67 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 48,664 | 0.36 | 11,532 | 7.25 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2,499 | 68.40 | 613 | 96.15 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5,767 | 14.22 | 1,367 | 22.07 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 1,410 | 334 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 557,930 | 3.00 | 132,626 | 10.42 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 8,232 | 256.98 | 1,951 | 281.60 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 847 | 201 | ||||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 5,432 | 1.31 | 1,287 | 8.24 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 41,381 | 19.93 | 9,806 | 28.17 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 5,264 | 1,247 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 100,731 | 4.56 | 23,871 | 11.74 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 14,639 | 3,469 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 554 | 2.78 | 131 | 10.08 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 4,457 | 2.13 | 1,059 | 9.41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 353,069 | 11.40 | 83,670 | 19.05 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 19,216 | 8.27 | 4,554 | 15.71 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5,894 | 3.39 | 1,397 | 10.44 | ||||
| 2025-07-21 | 13F | 25 Llc | 52,637 | 3.21 | 12,474 | 10.30 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5,389 | 29.95 | 1,277 | 38.96 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 946,160 | 224,221 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 206,386 | 2.70 | 48,909 | 9.75 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8,180 | 3.69 | 1,938 | 10.81 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 33,837 | 23.67 | 8,031 | 32.18 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 11,178 | 654.25 | 2,649 | 707.32 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 41,403 | 8.73 | 9,812 | 16.19 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 3 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 96,662 | 0.68 | 22,907 | 7.60 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1,627 | 4.16 | 386 | 11.27 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 28,592 | 39.34 | 6,776 | 48.90 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7,437 | 11.02 | 1,763 | 18.65 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 1,105 | 12.76 | 262 | 20.28 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 64,955 | 3.36 | 15,393 | 10.46 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 2,685 | 0.19 | 636 | 7.07 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 434,073 | 8.54 | 102,867 | 15.99 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 110,292 | 0.72 | 26,137 | 7.64 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5,485 | 6.65 | 1,300 | 13.95 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 9,097 | 171.31 | 2,156 | 190.04 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 546,104 | 12.49 | 129,416 | 20.21 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 12,174 | 3.16 | 2,885 | 1.73 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 7,927 | 0.37 | 1,879 | 7.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 99,402 | 28.53 | 23,556 | 37.36 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 6,314 | 10.33 | 1,496 | 17.89 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13,351 | 287.43 | 3,164 | 282.47 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 3,515 | 13.64 | 833 | 21.61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 384,718 | 53.26 | 93,567 | 68.09 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 14,601 | 16.85 | 3,460 | 24.86 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 35,299 | 0.52 | 8,365 | 7.42 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 477,756 | 2.45 | 113,219 | 9.49 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22,859 | 4.03 | 5,417 | 11.19 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5,261 | 2.29 | 1,247 | 9.30 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 366 | 262.38 | 87 | 290.91 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1,493 | 2.97 | 354 | 9.97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26,596 | 10.71 | 6,303 | 17.93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 62,333 | 55.41 | 14,772 | 66.10 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 2,754 | 11.09 | 653 | 18.76 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 291 | 69 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 51,377 | 117.18 | 12,175 | 132.13 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 6,099 | 4.35 | 1,445 | 11.50 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 5,680 | 48.61 | 1,346 | 48.24 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 17,835 | 4.39 | 4,227 | 11.56 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4,130 | 19.36 | 979 | 27.51 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 6,555 | 12.40 | 1,553 | 20.11 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 8,421 | 3.21 | 1,996 | 10.28 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 699,404 | 27.37 | 165,745 | 36.12 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 39,001 | 4.49 | 9,242 | 11.30 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 59,184 | 0.49 | 14,026 | 7.39 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 3,248 | 0.03 | 770 | 6.81 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 534,238 | 9.75 | 126,604 | 17.29 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 1,998 | 4.06 | 473 | 11.29 | ||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 8,459 | 16.53 | 2,005 | 24.55 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 2,342 | 555 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7,354 | 1.11 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 5,819 | 114.72 | 1,379 | 129.67 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 262 | 32.32 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3,660 | 0.77 | 867 | 13.48 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 1,799 | 0.22 | 399 | -7.66 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 1,137 | 16.74 | 269 | 25.12 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 79,352 | 3.82 | 18,805 | 10.95 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30,631 | 59.28 | 7,259 | 70.22 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 11,560 | 83.06 | 2,740 | 95.64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 208,643 | 149.81 | 49,545 | 167.52 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 49,285 | 20.59 | 11,680 | 28.86 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2,502 | 2.37 | 593 | 9.43 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 1,766 | 5.12 | 419 | 12.37 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 35,491 | 0.28 | 8,411 | 7.16 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 1,617 | 22.78 | 383 | 31.16 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 27,274 | 0.95 | 6,463 | 7.88 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 124,417 | 4.21 | 26,893 | -6.26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 320,964 | 10.15 | 76,062 | 17.71 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 316 | 12.46 | 75 | 19.35 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 19,755 | 2.71 | 4,681 | 9.78 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 974 | 231 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1,311 | 8.08 | 311 | 15.67 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1,478 | 32.91 | 350 | 42.28 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 43,460 | 76.08 | 10,299 | 88.18 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,428 | 338 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 72,525 | 1.17 | 17,187 | 8.12 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3,551 | 0.17 | 842 | 7.00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 11,234 | 2.25 | 2,742 | 12.52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 24,253,000 | 0.69 | 5,747,476 | 7.60 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 38,108 | 16.65 | 9,031 | 24.65 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3,215 | 4.79 | 762 | 11.91 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 3,837 | 0.66 | 909 | 7.57 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 309 | 3.00 | 73 | 10.61 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 286 | 35.55 | 68 | 45.65 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 14,551 | 52.29 | 3,448 | 62.80 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 17,626 | 0.54 | 4,177 | 7.46 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 4,020 | 4.69 | 953 | 11.87 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 3,906 | 0.18 | 944 | 25.03 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15,742 | 28.28 | 3,730 | 37.08 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 51,657 | 10.20 | 12,242 | 17.77 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 13,893 | 34.36 | 3,292 | 43.63 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1,646 | 3.65 | 390 | 10.80 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,440 | 341 | ||||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER FUND Investor Shares | 967,547 | 86.69 | 209,135 | 61.64 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 15,386 | 2.61 | 3,646 | 9.65 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 9,273 | 45.09 | 2,198 | 55.05 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 48,795 | 15.79 | 11,602 | 24.15 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 35,163 | 32.98 | 8,333 | 51.13 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 1,064 | 0.76 | 236 | -7.11 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 136,744 | 23.57 | 32,423 | 32.13 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5,363 | 27.75 | 1,271 | 36.56 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 775,674 | 11.25 | 183,819 | 18.89 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 185,172 | 5.30 | 43,885 | 12.53 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 4,178 | 42.06 | 990 | 51.69 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 13,967 | 0.28 | 3,310 | 7.16 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3,044 | 1.20 | 721 | 8.10 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 1,098 | 21.19 | 0 | |||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 1,315 | 312 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 96,343 | 15.58 | 23 | 22.22 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 3,690 | 874 | ||||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 16,858 | 3,995 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 6,988 | 0.27 | 1,656 | 7.18 | ||||
| 2025-06-26 | NP | TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class | 48,000 | 28.34 | 10,375 | 11.13 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 2,688 | 3.54 | 637 | 10.78 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1,278 | 8.95 | 303 | 16.15 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 24,956 | 5,914 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 38,916 | 14.43 | 9 | 28.57 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4,033 | 9.15 | 956 | 16.61 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 35,976 | 138.19 | 8,526 | 154.55 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 156,471 | 2.39 | 37,080 | 9.42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,063,051 | 0.78 | 251,922 | 7.70 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 43 | 43.33 | 10 | 66.67 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 21,275 | 4,023.06 | 5,059 | 4,336.84 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 1,689 | 9.46 | 400 | 16.96 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,919 | 129.45 | 929 | 145.50 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 63,786 | 15,155 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 628,562 | 8.85 | 148,961 | 16.33 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13,819 | 12.31 | 3,275 | 20.01 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1,038 | 8.12 | 246 | 15.57 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 1,248 | 296 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 248 | 59 | ||||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 11,829 | 3,251 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4,149 | 41.56 | 983 | 51.23 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 944 | 60.00 | 224 | 71.54 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 5,579 | 0.63 | 1,237 | -7.13 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 4,145 | 5.34 | 982 | 12.61 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 45,882 | 5.03 | 10,873 | 12.25 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2,412 | 5.51 | 572 | 12.85 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 992 | 9.86 | 235 | 17.50 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 6,454 | 6.93 | 1,529 | 14.28 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 71,372 | 6.05 | 16,914 | 13.33 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 241 | 57 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14,730 | 3.04 | 3,491 | 1.60 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 172,715 | 127.36 | 40,930 | 142.98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,535 | 19.17 | 2,023 | 27.33 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 742 | 16.48 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 43,197 | 3.27 | 10,237 | 10.36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 657,402 | 11.94 | 155,791 | 19.63 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 33,817 | 1.27 | 8,014 | 8.23 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 5,774 | 0.31 | 1,368 | 7.21 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 987 | 0.10 | 234 | 6.88 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,995 | 97.92 | 473 | 111.66 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 575 | 136 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,530 | 2.20 | 837 | 12.21 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 60,165 | 7.14 | 14,305 | 14.87 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 612,034 | 8.16 | 145,040 | 15.59 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 30,915 | 29.35 | 7,326 | 38.25 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 16,048 | 3.37 | 3,803 | 10.49 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 6,245 | 5.81 | 1,480 | 13.07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 316,725 | 4.54 | 75,057 | 11.73 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 1,904 | 20.20 | 451 | 28.49 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 48,324 | 1.72 | 11,452 | 8.71 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 34,862 | 7.51 | 8,262 | 14.90 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1,397 | 10.17 | 331 | 17.79 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4,001 | 75.87 | 951 | 88.69 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7,644 | 0.57 | 1,811 | 7.48 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 5,897 | 109.48 | 1,397 | 123.88 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 30,958 | 23.66 | 6,865 | 14.11 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 17,896 | 1.11 | 4,241 | 8.05 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32,645 | 0.39 | 7,736 | 7.30 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 8,909 | 1.02 | 2,111 | 7.98 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 150,490 | 16.37 | 35,663 | 24.36 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,871 | 18.19 | 444 | 26.21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2,056 | 2.24 | 487 | 9.44 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 14,803 | 2.48 | 3,508 | 9.52 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 49,309 | 19.85 | 11,685 | 28.08 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 9,454 | 228.38 | 2,240 | 251.10 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 381,556 | 0.09 | 90,421 | 6.96 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3,957 | 34.23 | 938 | 43.49 | ||||
| 2025-07-18 | 13F | jvl associates llc | 13,531 | 59.23 | 3,207 | 70.17 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 4,432 | 17.87 | 1,050 | 26.05 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5,053 | 0.32 | 1,239 | 18.36 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 32,662 | 55.22 | 7,740 | 65.88 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 63,169 | 7.97 | 14,970 | 15.38 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 7,475 | 553.98 | 1,771 | 600.00 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 62,061 | 1.22 | 14,707 | 8.18 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 38,954 | 0.13 | 9,231 | 7.00 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 147,938 | 3.29 | 35,058 | 10.38 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 166,838 | 30.66 | 39,537 | 39.64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 283,669 | 34.88 | 67,224 | 44.15 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 850 | 201 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 43,622 | 242,244.44 | 10,338 | 344,466.67 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 1,784 | 5.19 | 423 | 12.23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5,189 | 11.28 | 1,230 | 18.97 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 4,875 | 18.18 | 1,167 | 27.26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 130,793 | 11.41 | 30,995 | 19.06 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 1,364 | 4.28 | 323 | 11.38 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3,789 | 901 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 89,917 | 3.83 | 21,309 | 10.96 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3,433 | 26.73 | 814 | 35.50 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 42 | 162.50 | 10 | 200.00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 173,278 | 18.44 | 41,063 | 26.57 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 67,990 | 18.29 | 16,112 | 26.42 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28,607 | 100.09 | 6,779 | 113.85 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3,359 | 35.77 | 796 | 45.07 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3,717 | 36.10 | 881 | 45.45 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 151,140 | 2.09 | 37,395 | 14.82 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 3,776 | 895 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 22,390 | 1.11 | 5,306 | 8.04 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 105,880 | 1.19 | 25,091 | 8.14 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14,329 | 7.90 | 3,396 | 15.32 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 38 | 9 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 34,410 | 14.44 | 8,154 | 22.30 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 869 | 206 | ||||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 214 | 51 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 17,538 | 23.28 | 4,156 | 31.77 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 355 | 84 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 3,641 | 206.48 | 863 | 218.08 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 29,572 | 0.20 | 7,008 | 7.08 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,574 | 19.06 | 374 | 27.30 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 11,454 | 4.35 | 2,714 | 11.55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,744,922 | 1.16 | 1,835,392 | 8.11 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3,466 | 2.73 | 821 | 9.76 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 562,385 | 3.29 | 133 | 10.83 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 11,127 | 1.09 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 55 | 13 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 11,254 | 4.24 | 2,667 | 11.36 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,361 | 81.90 | 560 | 94.77 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 5,558 | 14.17 | 1,317 | 22.06 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 27,789 | 3.17 | 6,585 | 22.88 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 412,456 | 3.97 | 97,744 | 11.11 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 137,218 | 13.81 | 32,494 | 21.64 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 19,257 | 0.74 | 4,564 | 7.67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 257 | 83.57 | 63 | 113.79 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 847 | 201 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,617 | 0.42 | 620 | 7.45 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 801,260 | 7.03 | 189,885 | 14.38 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 17,722 | 1.31 | 4,200 | 8.28 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 121,336 | 9.58 | 28,754 | 17.11 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 45,037 | 0.15 | 10,956 | 12.40 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6,927 | 7.45 | 1,642 | 14.84 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4,965 | 67.74 | 1,184 | 80.49 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 2,727 | 3.06 | 646 | 10.24 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 3,800 | 1 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6,768 | 37.42 | 1,604 | 46.79 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 131,647 | 1.52 | 31,198 | 8.50 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 2,440 | 1.67 | 578 | 8.65 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 1,657 | 8.02 | 393 | 15.29 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 115,879 | 18.69 | 27,746 | 25.73 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 68,523 | 13.56 | 16,293 | 21.76 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 19,323 | 116.38 | 4,579 | 131.26 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 11,429 | 0.25 | 2,708 | 7.12 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2,323 | 1.89 | 1 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 385,547 | 0.75 | 91 | 8.33 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 14,879 | 0.14 | 3,526 | 7.01 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 94,705 | 3.23 | 22,443 | 10.32 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 9,114 | 6.26 | 2,160 | 13.57 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 45,621 | 3.28 | 10,811 | 10.37 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7,043 | 2 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 74,214 | 2.80 | 17,645 | 10.21 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 9,797 | 13.75 | 2,322 | 21.58 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 1,594 | 378 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 244,160 | 52.43 | 58 | 62.86 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 9,717 | 38.99 | 2,303 | 48.52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 63,445 | 2.79 | 15,035 | 13.14 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 36,501 | 1.78 | 8,650 | 8.78 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 1,154 | 279 | ||||||
| 2025-08-08 | 13F | WP Advisors, LLC | 137,894 | 460.68 | 32,678 | 499.27 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 137,592 | 23.86 | 32,607 | 32.37 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 37,321 | 3.35 | 8,844 | 10.45 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 28,949 | 11.17 | 6,419 | 10,253.23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 28,208 | 6.10 | 6,685 | 13.38 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 4,747 | 0.17 | 1,142 | 8.35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,709,529 | 8.88 | 405,125 | 16.36 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 198,900 | 87.11 | 47,135 | 99.96 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 1,288 | 305 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 25,456 | 82.70 | 6,033 | 95.27 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 57,006 | 5.13 | 13,509 | 112,475.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 102,324 | 1.77 | 24,249 | 8.76 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 56,444 | 14.86 | 13,376 | 22.75 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 6,881 | 1,631 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,213,641 | 2.98 | 524,589 | 10.05 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 1,509 | 1.41 | 358 | 8.51 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 16,134 | 11.75 | 3,823 | 19.43 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 146,144 | 1.42 | 34,633 | 8.39 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6,040 | 69.28 | 1,431 | 80.91 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 1,330 | 34.34 | 315 | 43.84 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2,249 | 18.43 | 533 | 26.37 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1,317,738 | 277 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 56,620 | 2.70 | 13,792 | 21.55 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 18,015 | 7.32 | 4,269 | 14.70 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 74,160 | 11.46 | 17,575 | 19.12 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 35,242 | 0.36 | 8,352 | 7.26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 24,300 | 95.97 | 5,759 | 109.46 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2,700 | 3.85 | 640 | 10.94 | |||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 83,713 | 0.45 | 19,838 | 7.35 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 974 | 0.31 | 231 | 6.98 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 39,058 | 2.15 | 9,256 | 9.18 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 9,025 | 0.23 | 2,139 | 7.11 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 1,081,327 | 2.35 | 256,254 | 9.37 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 37,437 | 8,872 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 40,053 | 3.40 | 9,492 | 10.50 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 1,064 | 252 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 972 | 0.21 | 230 | 6.98 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 12,313 | 8.51 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 99,068 | 38.00 | 23,477 | 47.49 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 4,699 | 40.86 | 1,042 | 29.96 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 5,502 | 141.32 | 1,304 | 158.02 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 16,027 | 3,851 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 8,841 | 1.13 | 2,100 | 8.31 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 2,385 | 0.59 | 565 | 7.62 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 24,469 | 1.32 | 5,799 | 8.27 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,361 | 5.12 | 560 | 12.25 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 51,440 | 12.38 | 12,190 | 20.11 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 1,786 | 1.42 | 423 | 8.46 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 2,051 | 5.13 | 486 | 12.50 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 5,386 | 28.57 | 1,277 | 37.35 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 17,557 | 4,161 | ||||||
| 2025-07-17 | 13F | David Kennon Inc | 48,529 | 0.01 | 11,500 | 6.88 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 41,513 | 7.73 | 9,838 | 15.12 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 4,015 | 105.69 | 951 | 120.14 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 18,847 | 7.21 | 4,466 | 14.57 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1,643 | 12.61 | 395 | 22.29 | ||||
| 2025-07-23 | 13F | Cohen Investment Advisors LLC | 4,125 | 4.88 | 978 | 12.04 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 11,917 | 23.86 | 2,824 | 32.40 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12,069 | 3.65 | 2,676 | 5.44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3,446 | 6.49 | 817 | 13.81 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12,109 | 7.30 | 2,870 | 14.67 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 21,473 | 7.30 | 5,089 | 14.67 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 19,675 | 0.49 | 4,663 | 7.39 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 8,158 | 1.59 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 3,599 | 0.03 | 853 | 6.90 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 512 | 121 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 64,182 | 18.00 | 15,210 | 26.11 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 65,464 | 14.14 | 15,515 | 21.99 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 4,013 | 0.88 | 951 | 7.82 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 2,641 | 9.95 | 626 | 17.48 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 2,937 | 4.52 | 696 | 11.72 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4,179 | 55.58 | 990 | 66.39 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 1,568 | 372 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 79,841 | 3.86 | 18,921 | 10.99 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 31,551 | 1.51 | 7,555 | 9.24 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 53,389 | 2.54 | 12,652 | 17.38 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 42 | 162.50 | 10 | 200.00 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 1,523 | 14.77 | 361 | 22.45 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 10,259 | 5.58 | 2,431 | 12.86 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7,278 | 6.43 | 1,725 | 13.72 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 973 | 231 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1,958 | 16.76 | 467 | 25.27 | ||||
| 2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF | 4,449 | 95.13 | 1,015 | 87.62 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 1,452 | 344 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15,475 | 63.43 | 3,667 | 74.70 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 4,299 | 11.75 | 928 | 0.32 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 90 | 13.92 | 21 | 23.53 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 49,186 | 3.14 | 11,656 | 10.23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 54,975 | 97.33 | 13,028 | 110.86 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 4,606 | 2.72 | 1,092 | 9.76 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 69,530 | 147.88 | 16,477 | 164.90 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 1,057 | 12.81 | 250 | 20.77 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 12,089 | 17.47 | 2,865 | 25.50 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 68,745 | 111.10 | 16,291 | 125.61 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 441 | 105 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6,175 | 25.30 | 1,463 | 33.97 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 25,203 | 3.12 | 5,973 | 10.20 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 219,271 | 3.40 | 51,962 | 10.50 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 1,230 | 291 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 9,415 | 5.76 | 2,035 | -8.42 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 1,571 | 6.51 | 372 | 13.76 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 1,966 | 4.02 | 467 | 11.22 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3,091 | 0.65 | 732 | 7.65 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 13,950 | 21.75 | 3,306 | 30.12 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 8,271 | 1.71 | 1,960 | 8.71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 112,194 | 1.85 | 27,608 | 13.03 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 44,191 | 1.41 | 10,472 | 8.37 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 12,162 | 2,882 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 32 | 8 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 1,342 | 0.45 | 318 | 7.43 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 990 | 235 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 10,069 | 5.69 | 2,386 | 12.97 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 21,165 | 5.98 | 5,016 | 13.26 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,911 | 11.84 | 1,164 | 19.53 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7,677 | 8.16 | 1,819 | 15.57 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 848 | 201 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 108 | 44.00 | 26 | 56.25 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 218,533 | 26.31 | 52 | 15.91 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 27,775 | 110.82 | 6,582 | 125.33 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 13,706 | 14.96 | 3,248 | 22.85 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,478 | 43.40 | 593 | 54.43 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9,203 | 8.40 | 2,181 | 15.83 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 10,650 | 2,559 | ||||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 5,435 | 149.89 | 1,288 | 167.01 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 2,342 | 4.98 | 555 | 13.27 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 18,085 | 3.95 | 4,286 | 11.07 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 9,286 | 7.91 | 2,201 | 15.30 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 250 | 59 | ||||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 9,503 | 123.34 | 2,252 | 138.81 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 5,155 | 1.72 | 1,222 | 8.73 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2,356 | 0.68 | 558 | 7.72 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 5,769 | 3.17 | 1,367 | 10.24 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1,032 | 3.93 | 245 | 10.91 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 90,553 | 13.00 | 22,058 | 24.12 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 2,213 | 524 | ||||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2,949 | 1.97 | 699 | 8.89 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 13,559 | 22,881.36 | 3,213 | 24,615.38 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 81,068 | 6.55 | 17,676 | 1.63 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 996 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 22,289 | 2.61 | 5,282 | 9.66 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 71,186 | 3.66 | 16,870 | 10.78 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 1,412 | 25.85 | 335 | 34.68 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,151,953 | 36.79 | 272,990 | 46.18 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 5,000 | 496.66 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 1,963 | 0.15 | 477 | 20.45 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3,619 | 3.55 | 858 | 10.58 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 6,028 | 2.05 | 1,428 | 9.01 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 105,180 | 13.68 | 24,925 | 21.48 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 1,640 | 1.42 | 389 | 8.38 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1,875 | 20.19 | 444 | 28.70 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 12,502 | 21.91 | 3,010 | 36.65 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 135,343 | 16.73 | 32,074 | 24.75 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 2,555 | 0.12 | 605 | 7.08 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 11,248 | 1.05 | 2,666 | 7.98 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 8,738 | 297.36 | 2,092 | 329.57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,114,381 | 1.84 | 264,090 | 8.83 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 12,198 | 143.81 | 2,891 | 160.60 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 24,125 | 10.87 | 5,717 | 18.49 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 2,121 | 503 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 5,124 | 8.38 | 1,214 | 15.84 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 17,334 | 0.71 | 4,109 | 7.62 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3,871 | 14.16 | 917 | 22.10 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,274 | 52.21 | 302 | 63.24 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 107,189 | 25,402 | ||||||
| 2025-07-14 | 13F | Chris Bulman Inc | 18,512 | 9.88 | 4,387 | 17.46 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 280 | 27.27 | 66 | 40.43 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 208,064 | 20.57 | 49,307 | 28.85 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 72,464 | 5.70 | 17,184 | 13.04 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 26,069 | 9.63 | 6,178 | 17.16 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 124,484 | 8.32 | 29,500 | 15.76 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 5,454 | 1.04 | 1,292 | 7.94 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4,678 | 51.98 | 1,109 | 62.46 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 9,411 | 91.63 | 2,230 | 104.78 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,754 | 142.64 | 652 | 159.76 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6,926 | 16.36 | 1,642 | 24.41 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 43 | 10 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56,566 | 6.41 | 13,405 | 13.72 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 1,089 | 258 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 9,974 | 3.83 | 2,364 | 10.94 | ||||
| 2025-08-14 | 13F | Bank of Marin | 4,300 | 1,019 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1,574 | 44.01 | 373 | 53.72 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 25,465 | 9.98 | 6,035 | 17.53 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 1,260 | 0.08 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 27,388 | 2.48 | 6,490 | 9.52 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 1,466 | 11.31 | 347 | 18.84 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 3,273 | 0.93 | 778 | 8.21 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 1,142 | 9.91 | 271 | 17.39 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 3,216 | 0.63 | 762 | 7.63 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2,126 | 193.24 | 504 | 214.38 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3,424 | 4.33 | 811 | 11.55 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,822,057 | 7.10 | 668,771 | 14.46 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 1,770 | 1,652.48 | 419 | 1,804.55 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 230 | 5.99 | 55 | 12.50 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 90 | 2.27 | 21 | 10.53 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 6,420 | 80.59 | 1,521 | 101.46 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 2 | 100.00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 431 | 96 | ||||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 332,896 | 78,890 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 13,615 | 1.02 | 3,227 | 7.97 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,592 | 29.85 | 377 | 39.11 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 86,537 | 69.73 | 20,507 | 81.40 | ||||
| 2025-07-29 | 13F | Creekside Partners | 28,190 | 4.16 | 6,680 | 11.31 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 2,618 | 8.54 | 620 | 16.10 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 77,997 | 14.35 | 18,545 | 22.61 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 10,336 | 2.02 | 2,449 | 9.04 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 4,506 | 90.53 | 1,068 | 103.63 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 113,611 | 1.96 | 27 | 8.33 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 8,507 | 11.14 | 2,016 | 18.74 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,569 | 2.64 | 1 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 7,592 | 21.34 | 1,799 | 29.70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 977 | 290.80 | 235 | 325.45 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2,017,399 | 4.86 | 478,083 | 12.06 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 5,357 | 30.18 | 1,270 | 39.14 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 858,315 | 203,403 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 17,820 | 1.76 | 4,223 | 8.73 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 5,229 | 1.32 | 1,239 | 8.30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10,668 | 3.75 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 55,109 | 7.98 | 13,060 | 15.39 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 31,044 | 7,357 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 1,467,855 | 0.89 | 347,852 | 7.82 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 3,534 | 4.56 | 837 | 11.75 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 11,560 | 3.07 | 2,739 | 10.13 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 7,931 | 45.28 | 1,880 | 55.29 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 40,285 | 24.34 | 9,579 | 33.31 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1,905 | 2.25 | 451 | 9.20 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 4,996 | 0.30 | 1,184 | 7.16 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 19,802 | 0.86 | 4,693 | 7.79 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 926 | 219 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 883 | 94.07 | 209 | 117.71 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 117,257 | 16.66 | 27,787 | 24.68 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 24,472 | 24.17 | 5,799 | 32.70 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 475 | 4.63 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 26,119 | 24.26 | 6,190 | 32.78 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 1,702 | 403 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 1,091 | 258 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 7,686 | 103.49 | 1,840 | 119.83 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 44,044 | 3.78 | 10,464 | 21.45 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 1,568 | 24.44 | 372 | 32.97 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,781 | 4.34 | 395 | -3.90 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 3,637 | 0.92 | 862 | 7.76 | ||||
| 2025-08-29 | NP | Clayton Street Trust - Protective Life Dynamic Allocation Series - Growth Portfolio | 23,998 | 20.68 | 5,687 | 19.02 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6,725 | 26.13 | 1,599 | 35.19 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 299 | 0.34 | 71 | 6.06 | ||||
| 2025-08-29 | NP | Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio | 294,728 | 33.99 | 69,845 | 32.15 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 12,509 | 2,964 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9,013 | 17.31 | 2,136 | 25.37 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 99,688 | 55.30 | 23,702 | 66.51 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 913 | 216 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13,559 | 9.28 | 3,213 | 16.79 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 2,840 | 52.36 | 673 | 62.95 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 4,043 | 9.42 | 958 | 16.97 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 5,938 | 0.73 | 1,407 | 7.73 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 17,814 | 383.16 | 4,222 | 416.65 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 32,131 | 48.98 | 7,614 | 59.22 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 907 | 215 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 44,063 | 1.74 | 10,442 | 8.74 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 43,910 | 2.84 | 10,406 | 9.90 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 3,687 | 1.18 | 874 | 8.99 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,524 | 16.03 | 1,309 | 24.08 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 95,629 | 2.98 | 22,662 | 10.06 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 101,556 | 26.47 | 23,971 | 34.96 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 1,131 | 6.00 | 269 | 13.56 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 26,487 | 11.12 | 6,277 | 18.75 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3,670 | 1.49 | 870 | 8.49 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 6,698 | 1.58 | 1,587 | 8.55 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 6,336 | 1.72 | 1,502 | 8.69 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 31,993 | 23,598.52 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 5,309 | 4.26 | 1,258 | 11.43 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 4,789 | 10.98 | 1,135 | 18.62 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 4,055 | 9.36 | 961 | 16.79 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 78,906 | 3.86 | 18,699 | 10.99 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 3,418 | 42.89 | 810 | 52.83 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 32 | 8 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 2,322 | 1.22 | 550 | 8.27 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 1,467 | 348 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 448 | 10.34 | 106 | 17.78 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 709 | 556.48 | 169 | 630.43 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 49,011 | 7.67 | 11,615 | 15.07 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 382,721 | 10,388.38 | 879 | 8.53 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 109,776 | 21.06 | 26,015 | 29.37 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 111,320 | 4.69 | 26,381 | 11.88 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 884 | 210 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12,827 | 5.63 | 3,040 | 12.89 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 586,082 | 41.20 | 119,464 | 29.79 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 6,781 | 6.52 | 1,660 | 17.65 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,388,456 | 5.73 | 566,017 | 12.99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,176,056 | 4.34 | 1,226,580 | 11.50 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 850 | 201 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 1,810 | 0.17 | 429 | -1.15 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2,048 | 7.06 | 487 | 14.62 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 862 | 204 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,551,461 | 26.88 | 604,645 | 35.59 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 21,175 | 0.71 | 5,018 | 7.64 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 912 | 0.55 | 216 | 7.46 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 849 | 201 | ||||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 497 | 1.84 | 118 | 8.33 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 18,361 | 37.08 | 4,351 | 46.50 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,742 | 14.02 | 887 | 21.87 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 10,794 | 12.91 | 2,558 | 20.67 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 1,644 | 1.48 | 390 | 8.36 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 1,251 | 1.05 | 296 | 8.03 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 292,062 | 4.06 | 69,213 | 11.21 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 1,250 | 3.99 | 296 | 11.28 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 12,897 | 239.84 | 3,066 | 264.57 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 16,808 | 1.47 | 4 | 0.00 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 41,071 | 23.09 | 9,733 | 31.56 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 88,416 | 1.63 | 20,953 | 8.02 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 50,278 | 4.76 | 11,915 | 11.95 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 39,646 | 4.81 | 9,395 | 12.02 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9,409 | 6.59 | 2,230 | 13.90 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7,440 | 2.73 | 1,763 | 9.84 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 11,784 | 37.33 | 2,792 | 46.79 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 38,605 | 3.17 | 9,149 | 10.26 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 2,058 | 0.34 | 488 | 7.25 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 348,766 | 5.51 | 82,651 | 12.76 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 23,812 | 14.38 | 5,643 | 22.23 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 1,110 | 2.40 | 263 | 9.58 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1,166 | 276 | ||||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 3,660 | 4.96 | 867 | 12.74 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 8,921 | 8.51 | 2,114 | 15.96 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 1,794 | 5.34 | 425 | 12.73 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5,294 | 1.44 | 1,254 | 8.38 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 5,036 | 17.58 | 1,193 | 25.71 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 2,644 | 61.71 | 627 | 72.93 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 4,408 | 8.20 | 1,045 | 15.61 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 968 | 7.08 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 69,122 | 16.94 | 16,381 | 24.98 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 22,654 | 1.74 | 5,368 | 8.73 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 22,022 | 1.28 | 5,219 | 8.23 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 1,003 | 238 | ||||||
| 2025-07-21 | 13F | Whelan Financial | 131,074 | 0.23 | 31,062 | 7.12 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 81 | 19 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,378 | 17.00 | 1,748 | 25.04 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 22,316 | 5.67 | 4,949 | -2.48 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 24,260 | 6.11 | 5,749 | 13.39 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 2,020 | 480 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 16,903 | 3.88 | 4,006 | 11.00 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 440,412 | 57.77 | 66,954 | 8.16 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 130,593 | 13.26 | 30,948 | 21.04 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 16,404 | 0.21 | 3,887 | 7.11 | ||||
| 2025-08-29 | NP | N/A - Protective Life Dynamic Allocation Series - Conservative Portfolio | 13,103 | 33.77 | 3,105 | 31.96 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 147,823 | 0.75 | 35,031 | 7.67 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 137,666 | 2.09 | 32,624 | 9.10 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 924 | 0.87 | 219 | 7.88 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 8,365 | 2.15 | 1,982 | 9.20 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 15,672 | 1.72 | 3,550 | -3.80 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 2,860 | 678 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 15,157 | 12.03 | 3,592 | 19.73 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 1,343 | 325 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 44,547 | 5.85 | 10,557 | 13.12 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 14,081 | 2.65 | 3,337 | 9.70 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10,677 | 0.64 | 2,530 | 7.57 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 19,720 | 87.68 | 4,673 | 100.64 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 12,292 | 32.94 | 2,913 | 42.10 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 816 | 36.45 | 181 | 25.87 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 1,753 | 3.24 | 415 | 10.37 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37,474 | 32.05 | 8,881 | 41.13 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1,751 | 3.73 | 415 | 10.70 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 44,605 | 26.95 | 10,570 | 35.67 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 13,687 | 3,244 | ||||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 4,630 | 22.29 | 1,128 | 34.45 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 2,375 | 563 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8,181 | 21.06 | 1,939 | 29.37 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 9,079 | 3.35 | 2,152 | 10.42 | ||||
| 2025-09-03 | 13F | American Trust | 190,635 | 51.85 | 45,177 | 62.28 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 3,741 | 4.24 | 887 | 11.45 | ||||
| 2025-07-31 | 13F | CNB Bank | 22 | 5 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 57 | 14 | ||||||
| 2025-07-16 | 13F | Novem Group | 1,826 | 0.83 | 433 | 7.73 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 7,448 | 0.49 | 1,652 | -7.25 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 39,296 | 6.67 | 9,330 | 14.21 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 2,677 | 2.14 | 634 | 9.12 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 122 | 29 | ||||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 48,351 | 2.43 | 11,837 | 16.47 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 21,446 | 1.15 | 5,082 | 8.10 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3,936 | 3.14 | 933 | 10.17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 739,391 | 16.52 | 174,567 | 23.95 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 1,407 | 3.23 | 333 | 10.26 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 1,615 | 49.95 | 383 | 60.50 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2,506 | 153.13 | 594 | 170.78 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 1,546 | 3.62 | 367 | 10.91 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1,031 | 7.40 | 244 | 15.09 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 4,051 | 5.77 | 1 | |||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 38,918 | 0.05 | 9,223 | 6.92 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 23,923 | 36.78 | 5,669 | 46.18 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 29,445 | 3.52 | 6,978 | 10.62 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 53 | 32.50 | 12 | 22.22 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 1,365 | 20.69 | 324 | 28.69 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 7,942 | 1,882 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 19,933 | 1.12 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 24,918 | 0.32 | 5,905 | 7.23 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 118,874 | 2.96 | 28,169 | 10.04 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 893 | 212 | ||||||
| 2025-07-25 | 13F | Libra Wealth Llc | 3,844 | 4.17 | 911 | 11.25 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 11,891 | 0.52 | 2,818 | 7.40 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 4,664 | 113.65 | 1,105 | 128.31 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5,002 | 3.99 | 1,185 | 11.16 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 69,560 | 4.45 | 15,425 | -3.61 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 5,414 | 63.52 | 1,283 | 74.80 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 3,094 | 4.03 | 733 | 11.23 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 258,797 | 2.78 | 61 | 10.91 | ||||
| 2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 54,460 | 2.06 | 12,906 | 9.06 | ||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 21,823 | 19.30 | 5,172 | 27.49 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 66,690 | 626.79 | 15,804 | 676.99 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 97,908 | 6.82 | 23,202 | 14.15 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 2,331 | 20.22 | 552 | 28.67 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2,104 | 1.15 | 499 | 8.03 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 55 | 13 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 2,930 | 0.27 | 708 | 9.27 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 40,992 | 7.50 | 9,714 | 14.89 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 41,444 | 4.61 | 9,821 | 4.35 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 74,960 | 3.21 | 17,764 | 10.29 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2,725 | 7.92 | 646 | 15.38 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 12,275 | 114.04 | 2,909 | 128.80 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 2,013 | 477 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 77,285 | 2.49 | 18,315 | 9.52 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 850 | 201 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 3,944 | 33.65 | 935 | 42.81 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 6,971 | 32.15 | 1,652 | 41.23 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 48,085 | 3.84 | 11,425 | 11.27 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4,389 | 13.88 | 1,040 | 21.78 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 17 | 142.86 | 4 | 300.00 | ||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 3,340 | 0.60 | 792 | 7.47 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 2,456 | 19.69 | 582 | 28.19 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 21,748 | 1,042.83 | 5,154 | 1,123.99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 34,151 | 22.29 | 8,425 | 40.46 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 17,685 | 7,866.22 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 311,926 | 11.22 | 73,920 | 18.86 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 120,733 | 56.74 | 28,611 | 67.51 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 22,256 | 119.14 | 5,274 | 134.19 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 6,416 | 2.67 | 1,521 | 9.75 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 8,820 | 598.34 | 1,856 | 562.50 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 18,647 | 45.38 | 4,419 | 55.38 | ||||
| 2025-07-15 | 13F | Maseco Llp | 3,294 | 781 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 21,905 | 5,191 | ||||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 79,327 | 4.48 | 19,179 | 13.91 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 4,158 | 102.34 | 985 | 116.48 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 867 | 206 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 90,668 | 30.53 | 21,487 | 39.50 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 218 | 15.34 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 11,072 | 7.96 | 2,633 | 15.74 | ||||
| 2025-08-07 | 13F | Commerce Bank | 22,338 | 1.33 | 5,294 | 8.29 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 1,743 | 0.11 | 413 | 6.99 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 27,213 | 6.59 | 6,449 | 13.92 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 65 | 18.18 | 15 | 25.00 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 19,644 | 46.90 | 4,655 | 57.00 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 13,219 | 93.63 | 3,133 | 107.01 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 22,218 | 7.41 | 5,265 | 14.81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,098,496 | 0.87 | 971,262 | 7.80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 213,314 | 19.92 | 50,551 | 28.15 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 21,788 | 3.19 | 5,163 | 10.27 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 21,341 | 2.51 | 5,058 | 9.58 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 473 | 3.73 | 112 | 10.89 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,080 | 7.88 | 493 | 15.46 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 490 | 106 | ||||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 886 | 210 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 13,019 | 0.46 | 2,887 | -7.88 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 44,528 | 11 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 115,757 | 2.93 | 27,432 | 10.00 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 169,746 | 2.47 | 40,229 | 9.51 | ||||
| 2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 11,737 | 4.45 | 2,791 | 12.00 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 41,724 | 0.47 | 9,888 | 7.36 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 6,175 | 0.88 | 1,463 | 7.81 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 2,445 | 9.01 | 582 | 16.90 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9,823 | 33.48 | 2,328 | 42.67 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 22,427 | 5.12 | 5,315 | 12.35 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34,003 | 2.97 | 8,058 | 1.56 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 63,460 | 17.72 | 15,039 | 25.81 |
