Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Index Funds - Vanguard Small-Cap Growth ETF meliputi Gladwyn Financial Advisors, Inc., Glenmede Investment Management, LP, Kingstone Capital Partners Texas, LLC, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Midwest Trust Co, rebel Financial LLC, Summit Wealth Group Llc / Co, Vestmark Advisory Solutions, Inc., InTrack Investment Management Inc, Harbor Asset Planning, Inc., WealthCare Investment Partners, LLC, VisionPoint Advisory Group, LLC, Anchor Pointe Wealth Management, LLC, Nordwand Advisors, LLC, Stenger Family Office, LLC, XY Planning Network, Inc., Brendel Financial Advisors LLC, Clarity Capital Advisors, LLC, Sanibel Captiva Trust Company, Inc., dan Savvy Advisors, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6,120 | 16.68 | 1,695 | 28.33 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 94 | 26 | ||||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 28,401 | 7.65 | 7,865 | 18.41 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 400 | 111 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 6,062 | 14.01 | 1,679 | 25.41 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,601 | 228.41 | 720 | 261.81 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 357,304 | 7.11 | 98,952 | 17.81 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 4,039 | 18.13 | 1,017 | 6.17 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 3,094 | 868 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 55,539 | 49.35 | 15,381 | 64.28 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 11,311 | 9.25 | 3,132 | 20.18 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 742 | 205 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 135,851 | 0.89 | 37,595 | 10.98 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,663 | 5.16 | 1,568 | 15.72 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,230 | 0.27 | 618 | 10.38 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 113,009 | 7.76 | 31,297 | 18.53 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 1,110 | 307 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 37,165 | 48.79 | 10,292 | 63.68 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 880 | 244 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 15,085 | 12.52 | 4,178 | 139,133.33 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 1,844 | 1.71 | 511 | 11.84 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 847 | 234 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1,642 | 2.82 | 0 | |||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 51,192 | 4.18 | 14,177 | 14.60 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 34,872 | 36.95 | 10 | 50.00 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 9,294 | 0.63 | 2,574 | 10.67 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 2,545 | 1.48 | 705 | 11.57 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 22,424 | 14.30 | 6,210 | 25.73 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 5,937 | 30.68 | 1,644 | 43.83 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 729 | 202 | ||||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 1,213 | 336 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 17,111 | 3.12 | 5 | 0.00 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1,061 | 6.85 | 294 | 17.20 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2,251 | 0.22 | 623 | 10.27 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,569 | 19.86 | 435 | 31.91 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 62 | 6,100.00 | 17 | 0.00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 375 | 21.75 | 104 | 33.77 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,735 | 0.92 | 1,588 | 11.05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,500 | 115.91 | 2,631 | 137.58 | |||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 27,962 | 0.16 | 7,744 | 10.17 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2,031 | 563 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2,500 | 692 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1,152 | 319 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 2,426 | 2.54 | 673 | 12.94 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,925 | 39.54 | 1,641 | 56.79 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 751 | 208 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 933 | 258 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 27,966 | 2.88 | 7,745 | 13.15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 203,119 | 3.41 | 56,252 | 13.75 | ||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 5,503 | 0.44 | 1,524 | 10.51 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 7 | 2 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,011 | 17.23 | 4,157 | 28.98 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 752 | 208 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,769 | 9.76 | 1,044 | 20.72 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 1,323 | 6.01 | 366 | 16.56 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4,113 | 7.22 | 1,139 | 18.03 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 18,533 | 18.88 | 5,133 | 30.75 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 1,239 | 2.91 | 343 | 13.20 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 4,193 | 9.74 | 1,185 | 31.37 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10,148 | 2,810 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4,486 | 12.63 | 1,242 | 23.95 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1,117 | 2.01 | 310 | 12.36 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,853 | 0.59 | 2,175 | 10.64 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12,933 | 109.61 | 3,582 | 130.59 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 740 | 205 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 14,380 | 3 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4,352 | 10.32 | 1,246 | 33.83 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 17,766 | 4,920 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11,242 | 5.71 | 3,113 | 16.29 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 222,653 | 1.72 | 61,662 | 11.89 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7,614 | 80.13 | 2,109 | 98.12 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 652 | 30.14 | 181 | 42.86 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 8 | 2 | ||||||
| 2025-08-12 | 13F | Farmers National Bank | 1,018 | 8.88 | 282 | 19.57 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 736 | 204 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 3,203 | 91.11 | 899 | 113.54 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 807 | 224 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 73,712 | 2.97 | 20,414 | 13.26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,881,972 | 0.41 | 521,194 | 10.45 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 2,610 | 168.24 | 723 | 195.90 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 37,837 | 143.18 | 10,479 | 167.50 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1,914 | 11.09 | 530 | 22.40 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 894 | 2.17 | 248 | 12.27 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 54,245 | 0.07 | 15,022 | 10.08 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 20,877 | 0.70 | 5,782 | 10.77 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,273 | 353 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 8 | 300.00 | 2 | |||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 5,726 | 0.14 | 1,586 | 10.15 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3,157 | 874 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 55,266 | 5.60 | 15,305 | 16.16 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 3,896 | 13.85 | 1,079 | 25.20 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 835 | 2.20 | 231 | 12.68 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 121 | 34 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 77,748 | 24.09 | 21,531 | 36.50 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 107 | 30 | ||||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 17,459 | 2.40 | 4,835 | 12.65 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,005 | 1.67 | 555 | 11.90 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 32,751 | 2.97 | 9,070 | 13.26 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 53,961 | 8,125.76 | 12,788 | 7,649.70 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 1,619 | 3.52 | 0 | |||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 758 | 210 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,475 | 0.20 | 685 | 10.31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17,085 | 4,732 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 844 | 234 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3,430 | 85.01 | 958 | 104.49 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 261 | 193.26 | 72 | 227.27 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1,601 | 43.46 | 444 | 58.57 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 2,868 | 55.03 | 794 | 70.75 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 1,988 | 6.03 | 551 | 16.53 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4,106 | 44.12 | 1,137 | 58.58 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 59,263 | 1.35 | 16,412 | 11.49 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 46 | 31.43 | 13 | 50.00 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 846 | 234 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 22,474 | 1.71 | 6,224 | 11.86 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 11,224 | 21.76 | 3,108 | 20.42 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,699 | 13.57 | 471 | 25.00 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 776 | 215 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 1,341 | 371 | ||||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 10,158 | 19.07 | 2,813 | 31.02 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,824 | 11.00 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,620 | 28.60 | 2,387 | 41.49 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 28,655 | 13.99 | 8,880 | 40.29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32,906 | 0.40 | 9,113 | 10.45 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 513,229 | 0.19 | 142,349 | 10.37 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 2,884 | 0.49 | 799 | 10.53 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 3,909 | 5.34 | 1,083 | 15.85 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 58,003 | 849.00 | 16,073 | 945.06 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 2,133 | 14.68 | 591 | 26.07 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,308 | 1.18 | 639 | 11.32 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 54 | 15 | ||||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES | 54 | 15 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18,563 | 54.25 | 5,149 | 69.96 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2,265 | 5.74 | 570 | 6.54 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,361 | 3.65 | 1,485 | 13.98 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 4,610 | 27.70 | 1,293 | 42.29 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 639 | 15.34 | 177 | 26.62 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 310 | 70.33 | 86 | 88.89 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 17,879 | 3.54 | 4,951 | 13.89 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 67,981 | 5.49 | 18,827 | 16.04 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 2,073 | 1 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 1,929 | 9.60 | 534 | 20.54 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18,937 | 40.70 | 5,244 | 54.78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 15,271 | 19.73 | 4,229 | 31.70 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,924,932 | 100.83 | 533,099 | 120.91 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1,303 | 361 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 14,016 | 5.96 | 3,881 | 16.55 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 51,725 | 3.89 | 13,023 | -6.61 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 7,078 | 0.07 | 1,960 | 10.11 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4,354 | 12.68 | 1,206 | 23.97 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 28,883 | 3.88 | 7,999 | 14.26 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 103,739 | 1.32 | 28,729 | 11.45 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,463 | 10.08 | 405 | 21.26 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 18,480 | 0.60 | 5,118 | 10.64 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 11,432 | 3 | ||||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 1,163 | 326 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,393 | 1.31 | 386 | 11.27 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 860 | 238 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 1,017 | 0.79 | 282 | 10.63 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 135,834 | 137.55 | 37,618 | 161.31 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,056 | 1.26 | 846 | 11.46 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 9,338 | 2,586 | ||||||
| 2025-07-21 | 13F | Quent Capital, LLC | 52,253 | 110.03 | 14,471 | 131.04 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 11,771 | 3.52 | 3,265 | 14.05 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 928 | 257 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 19,633 | 15.57 | 5,437 | 27.12 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 2,012 | 60.32 | 557 | 76.83 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7,600 | 8.43 | 2,105 | 19.27 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 2,709 | 11.02 | 750 | 22.15 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6,521 | 3.67 | 1,806 | 14.02 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 781 | 216 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 573 | 29.93 | 159 | 42.34 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,232 | 32.19 | 341 | 45.73 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 1,787 | 58.00 | 502 | 79.57 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 3,236 | 911 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1,343 | 10.72 | 372 | 21.64 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 4,058 | 17.62 | 1,124 | 29.38 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 960 | 2.56 | 266 | 12.77 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 6,017 | 4.15 | 1,666 | 14.58 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 72,790 | 8.41 | 18,326 | -2.54 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 967 | 268 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,086 | 8.71 | 301 | 19.92 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 6,179 | 0.15 | 1,712 | 10.17 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12,905 | 3.43 | 3,574 | 13.75 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 2,519 | 2.36 | 634 | -11.70 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 888 | 246 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2,263 | 10.23 | 1 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 26,115 | 10.52 | 7,246 | 21.80 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 783 | 0 | ||||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5,441 | 11.70 | 1,507 | 22.84 | ||||
| 2025-08-05 | 13F | Geneva Capital Management Llc | 1,067 | 295 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2,159 | 24.87 | 601 | 42.86 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 17,835 | 0.45 | 4,939 | 10.49 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 25,292 | 18.18 | 7,004 | 29.99 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 241 | 62.84 | 67 | 78.38 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 3,000 | 831 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 825 | 228 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2,585 | 716 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 34,117 | 3.09 | 9,448 | 13.41 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 11,687 | 3,196 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 47,743 | 3.64 | 13,222 | 13.99 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 26,664 | 56.09 | 7,384 | 71.72 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 307,165 | 5,905.18 | 85,066 | 6,509.63 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 424 | 117 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 688,885 | 6.56 | 190,229 | 16.32 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 7,169 | 48.70 | 1,985 | 63.64 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 1,105 | 306 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 1,582 | 5.33 | 438 | 15.87 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,747 | 16.74 | 3,530 | 28.41 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 30,239 | 0.26 | 8,374 | 10.29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 222,471 | 1.73 | 61,612 | 11.90 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6,916 | 97.60 | 1,741 | 77.65 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 55 | 15 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13,027 | 4 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 29,798 | 4.05 | 8,265 | 14.62 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 38,217 | 6.28 | 10,584 | 16.90 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 87 | 0 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 131,313 | 4.44 | 36,366 | 14.89 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 1,563 | 62.64 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 1,276 | 0.55 | 357 | 11.91 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 64,839 | 13.52 | 17,957 | 24.87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 867,132 | 4.75 | 240,143 | 15.22 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 8,044 | 4.30 | 2,228 | 14.73 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 759 | 210 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3,028 | 46.85 | 839 | 61.46 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 3,453 | 31.94 | 956 | 45.29 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 3,948 | 3.87 | 1,093 | 14.33 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 139,511 | 2.36 | 38,636 | 12.60 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 1,828 | 2.35 | 507 | 12.92 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,467 | 8.67 | 406 | 19.76 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 1,273 | 41.44 | 353 | 39.68 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 1,097 | 304 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 66,568 | 2.13 | 18,435 | 12.35 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 129,646 | 3.32 | 35,904 | 13.65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,926 | 9.74 | 533 | 8.55 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3,047 | 0.20 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 10,808 | 2,993 | ||||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 2,726 | 7.83 | 755 | 18.55 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 1,376 | 22.31 | 381 | 34.28 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 20,157 | 1.65 | 5,582 | 11.82 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 15,524 | 3.46 | 4,299 | 13.82 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 22,783 | 6,310 | ||||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 14,223 | 5.46 | 3,939 | 15.99 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 34,421 | 5.32 | 9,533 | 15.85 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2,034 | 6.72 | 563 | 17.54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 76,698 | 0.68 | 21,241 | 10.74 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 757 | 210 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 115,832 | 1.73 | 32,079 | 11.90 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2,535 | 55.62 | 702 | 71.22 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 19,081 | 6.01 | 5,284 | 16.62 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 10,152 | 2,816 | ||||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 1,100 | 305 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 4,022 | 7.08 | 1,114 | 17.78 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 15,261 | 33.25 | 4,226 | 46.58 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3,892 | 9.60 | 1,078 | 20.60 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 11,215 | 0.94 | 3,106 | 11.05 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 7,100 | 1,966 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 1,287 | 5.41 | 356 | 15.96 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 13,332 | 1.36 | 3,692 | 11.51 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,014 | 41.24 | 1,942 | 55.36 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2,740 | 14.88 | 759 | 26.33 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 15 | 4 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5,051 | 51.73 | 1,400 | 66.95 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 1,386 | 16.86 | 384 | 28.86 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3,362 | 101.80 | 931 | 122.20 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 8,278 | 2.16 | 2,292 | 12.35 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 5,707 | 10.52 | 1,580 | 21.54 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 77,082 | 231.71 | 21,347 | 264.91 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 726 | 201 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 92 | 25 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 48,562 | 18.47 | 13,449 | 30.31 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 100,272 | 0.32 | 27,769 | 10.35 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17,861 | 6.94 | 4,946 | 17.62 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 1,277 | 6.59 | 354 | 17.28 | ||||
| 2025-07-02 | 13F | InvesTrust | 1,697 | 2.11 | 470 | 12.20 | ||||
| 2025-07-16 | 13F | Jentner Corp | 102,457 | 2.64 | 28,374 | 12.90 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 7,115 | 13.15 | 1,971 | 24.45 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 18,410 | 5 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 6,725 | 3.81 | 1,863 | 14.16 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 9,140 | 27,596.97 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2,239 | 25.50 | 620 | 38.08 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 726 | 201 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13,440 | 7.17 | 3,722 | 17.90 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 875 | 242 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1,074 | 5.60 | 297 | 16.02 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 1,350 | 0.15 | 378 | 11.21 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,163 | 7.49 | 1,984 | 18.18 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10,494 | 19.75 | 2,906 | 31.73 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 14,747 | 26.87 | 4,084 | 39.58 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 20 | 6 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 502 | 3.51 | 139 | 13.93 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,118 | 32.71 | 1,140 | 45.97 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 7,637 | 0.10 | 2,115 | 10.10 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 117,815 | 1.85 | 32,627 | 11.89 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8,759 | 2.60 | 2,426 | 12.84 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 2,130 | 6.61 | 590 | 17.10 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 1,760 | 0.28 | 487 | 10.43 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 4,110 | 6.31 | 1,138 | 16.96 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 46 | 48.39 | 13 | 71.43 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,598 | 0.18 | 1,827 | 10.19 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,017 | 582.97 | 1,666 | 653.85 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 197,058 | 12.86 | 54,573 | 24.15 | ||||
| 2025-08-14 | 13F | Wallace Hart LLC | 94 | 26 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1,589 | 51.33 | 440 | 66.67 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 16,636 | 0.96 | 4,607 | 11.07 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 3,209 | 6.12 | 889 | 16.69 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,707 | 1.23 | 750 | 11.29 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 24,629 | 39.75 | 6,821 | 53.74 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 503 | 13.54 | 140 | 25.23 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 410 | 8.75 | 114 | 20.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 502,158 | 2.40 | 139,068 | 12.64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 317,808 | 9.08 | 88,014 | 19.99 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5,117 | 10.02 | 1,417 | 21.11 | ||||
| 2025-07-18 | 13F | Cohen Klingenstein LLC | 678,870 | 0.02 | 188,006 | 10.02 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 4,849 | 11.19 | 1,343 | 22.33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51,653 | 24.86 | 14,305 | 37.34 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 85,218 | 2.96 | 23,600 | 13.25 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 311 | 86 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 4,003 | 0.35 | 1,109 | 10.36 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2,771 | 26.99 | 768 | 25.53 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 3,015 | 5,698.08 | 835 | 6,315.38 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 32,583 | 1,460.49 | 9,024 | 1,618.67 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 5,852 | 4.54 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,751 | 11.19 | 1,593 | 22.27 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 30,532 | 8.14 | 8,456 | 18.95 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 63,854 | 0.76 | 17,684 | 10.83 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 3,840 | 4.23 | 1,063 | 14.67 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 1,489 | 1.02 | 413 | 11.05 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 4,046 | 1.48 | 1,121 | 11.67 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 732 | 203 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2,122 | 43.38 | 1 | |||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 6,275 | 1.11 | 1,738 | 11.20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4,898 | 8.63 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 18,950 | 6.25 | 5,248 | 16.88 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 85 | 24 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 49,306 | 3.88 | 13,655 | 14.26 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 723 | 200 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6,604 | 1,831 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 4,342 | 0.86 | 1,202 | 10.99 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 9,235 | 15.47 | 2,557 | 27.02 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 338,104 | 4.83 | 93,634 | 15.31 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 3,644 | 1.79 | 1,009 | 11.99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,540,575 | 1.72 | 426,647 | 11.89 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 4,774 | 4.49 | 1,322 | 14.96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 26 | 13.04 | 7 | 40.00 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 31,190 | 34.17 | 8,638 | 47.59 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2,735 | 2.78 | 757 | 13.15 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 1,535 | 4.21 | 425 | 14.86 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 5,537 | 0.04 | 1,533 | 10.05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9,953,009 | 0.99 | 2,756,386 | 11.08 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 62,789 | 4.71 | 17,389 | 15.18 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 41,185 | 0.07 | 11,406 | 10.07 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 230 | 228.57 | 64 | 270.59 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 32,280 | 155.34 | 8,952 | 180.36 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 1,667 | 53.92 | 462 | 69.49 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 2,670 | 739 | ||||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 2,716 | 236 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 7,016 | 3.31 | 1,943 | 15.53 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2,407 | 0.92 | 667 | 11.00 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 2,186 | 4.14 | 606 | 14.58 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4,175 | 0.36 | 1,156 | 10.41 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 18,841 | 3.17 | 5,218 | 13.49 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 3,573 | 37.90 | 990 | 51.69 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 51 | 13 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3,230 | 895 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 642,042 | 6.70 | 177,807 | 17.37 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 914 | 12.98 | 253 | 24.63 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 493,193 | 4.98 | 136,584 | 15.48 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 7,161 | 1,983 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 9,152 | 1.09 | 2,535 | 11.19 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,334 | 13.82 | 2,308 | 25.23 | ||||
| 2025-07-16 | 13F | American National Bank | 6,326 | 217.41 | 1,752 | 249.50 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,408 | 390 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 1,553 | 31.05 | 430 | 44.30 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 4,874 | 1.75 | 1,350 | 11.95 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 35,700 | 363.64 | 9,887 | 410.11 | |||
| 2025-08-14 | 13F | SWAN Capital LLC | 44,947 | 87.81 | 12,448 | 106.59 | ||||
| 2025-06-30 | NP | PFSMX - RiskPro® PFG 30+ Fund Class R | 8,486 | 5.90 | 2,104 | -10.01 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 763 | 211 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 22,600 | 283.05 | 6,259 | 321.41 | |||
| 2025-09-03 | 13F | American Trust | 3,450 | 955 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5,831 | 0.34 | 1,615 | 10.40 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 18,217 | 29.32 | 5,045 | 42.27 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1,245 | 9.11 | 345 | 19.86 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 902 | 0.11 | 256 | 14.86 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 314,935 | 63.91 | 84,717 | 74.91 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 41 | 11 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 450 | 2.04 | 125 | 11.71 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 254 | 70 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 625 | 90.55 | 173 | 110.98 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 426 | 8.12 | 118 | 6.36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 250,196 | 12.38 | 69,289 | 23.61 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 1,971 | 4.51 | 546 | 14.98 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 14,117 | 19.86 | 3,910 | 31.84 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 210 | 39.07 | 58 | 52.63 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 22,364 | 5.32 | 6,194 | 15.84 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 24 | 7 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,973 | 16.46 | 2,485 | 28.09 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 848 | 1,530.77 | 235 | 9.86 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 1,838 | 6.06 | 509 | 16.74 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,839 | 4.91 | 509 | 15.42 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 779 | 216 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 889 | 246 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 812 | 225 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 756 | 209 | ||||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 40,542 | 10.60 | 11,228 | 21.66 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 367,032 | 27.04 | 101,646 | 39.74 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,627 | 7.40 | 1,004 | 18.12 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 50,992 | 4.04 | 14,122 | 14.43 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 568 | 5.19 | 160 | 18.52 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 35,266 | 9,767 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 63 | 1.61 | 17 | 13.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 74,512 | 5.29 | 20,635 | 15.81 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 2,076 | 32.48 | 575 | 45.69 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1,942 | 3.85 | 538 | 14.26 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 4,879 | 84.11 | 1,351 | 102.55 | ||||
| 2025-08-13 | 13F | Blueshift Asset Management, LLC | 995 | 276 | ||||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Growth ETF | 795 | 13.57 | 197 | -3.43 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 883 | 245 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 1,226 | 48.61 | 340 | 64.25 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 9,752 | 2.47 | 2,701 | 12.69 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 14,662 | 103.13 | 4,060 | 123.45 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,692 | 4.15 | 1,060 | 21.14 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 933 | 2.64 | 258 | 13.16 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 2,008 | 1.83 | 556 | 12.10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,011 | 72.07 | 1,111 | 70.25 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 2,582 | 52.42 | 715 | 67.84 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 132,244 | 5.43 | 36,624 | 15.97 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4,391 | 1,216 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 938,777 | 1.95 | 259,981 | 12.15 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 1,568 | 0.06 | 434 | 10.15 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 9,113 | 42.46 | 2,524 | 56.71 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 1,838 | 19.20 | 509 | 31.19 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 10,901 | 21.50 | 3,019 | 33.66 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 446 | 124 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 24,651 | 4.33 | 6,827 | 14.76 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3,827 | 1.92 | 1,068 | 12.91 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 28,772 | 10.37 | 8 | 16.67 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 158 | 44 | ||||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 51,940 | 20.56 | 14,384 | 32.61 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 180 | 50 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 5,567 | 87.06 | 1,542 | 105.74 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 251 | 93.08 | 70 | 115.63 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 2,753 | 12.23 | 762 | 23.50 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 95 | 2.15 | 26 | 13.04 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 60 | 17 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8,611 | 2,388 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 96,816 | 348.87 | 26,812 | 393.78 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 999 | 23.18 | 277 | 35.78 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 750 | 208 | ||||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 10,773 | 2.68 | 2,984 | 12.95 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4,050 | 58.70 | 1,121 | 74.61 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8,215 | 11.88 | 2,278 | 23.21 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 2,694 | 93.26 | 747 | 112.54 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 822 | 228 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 1,086 | 6.78 | 301 | 17.65 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 16,465 | 6.00 | 4,560 | 16.60 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 25,611 | 3.86 | 7,093 | 14.24 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17,539 | 4.72 | 5,024 | 18.32 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 11,901 | 3.97 | 3,296 | 14.33 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 110 | 30 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 1,548 | 1.64 | 429 | 11.75 |
