Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF meliputi Lanham O'Dell & Company, Inc., Twelve Points Wealth Management LLC, TruWealth Advisors, LLC, Richmond Investment Services, LLC, Adams Wealth Management, CacheTech Inc., Indie Asset Partners, LLC, Valpey Financial Services, LLC, Gladwyn Financial Advisors, Inc., Beaumont Asset Management, L.L.C., Park Edge Advisors, LLC, NOVIX - Global Secured Options Portfolio, Matrix Trust Co, MGB Wealth Management, LLC, Semitam Bonam Llc, Vise Technologies, Inc., Retireful, LLC, Lyell Wealth Management, Lp, Summit Wealth Group Llc / Co, dan Lake Street Financial Llc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-03 | 13F | Garde Capital, Inc. | 17,495 | 17.53 | 1,176 | 30.38 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6,256 | 421 | ||||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 19,939 | 32.07 | 1,340 | 46.45 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 18,956 | 5.10 | 1,274 | 16.45 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 375,448 | 80.31 | 25,238 | 99.82 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 64,401 | 0.77 | 4,330 | 18.64 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 61,641 | 0.59 | 4,143 | 11.46 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 82,104 | 0.04 | 5,519 | 10.87 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 15,519 | 320.57 | 1,043 | 367.71 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 31,142 | 6.21 | 2,093 | 17.72 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 64,165 | 3.24 | 4,313 | 14.40 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 248,306 | 3.13 | 16,691 | 14.29 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 3,100 | 208 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 24,515 | 0.80 | 1,648 | 11.66 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 32,904 | 0.35 | 2,212 | 11.16 | ||||
| 2025-07-31 | 13F | City State Bank | 18,921 | 2.38 | 1,272 | 13.38 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6,092,301 | 2.19 | 409,524 | 13.25 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 368 | 32.85 | 134 | 731.25 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 293,515 | 332.13 | 19,730 | 378.54 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 268,261 | 6.22 | 18 | 20.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 202,247 | 8.91 | 13,595 | 20.67 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 7,708 | 0.69 | 518 | 11.64 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 38 | 3 | ||||||
| 2025-07-08 | 13F | TL Private Wealth | 275,971 | 1.44 | 18,421 | 24.96 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 46,186 | 17.22 | 3,105 | 29.87 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 28,384 | 1,908 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 3,165 | 213 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7,656,203 | 0.98 | 514,650 | 11.90 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 20,958 | 9.46 | 1,409 | 21.27 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 895 | 60 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29,108 | 111.45 | 1,957 | 134.25 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 5,462 | 39.23 | 367 | 54.85 | ||||
| 2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 5,831 | 0.73 | 392 | 11.40 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | 0 | ||||||
| 2025-04-23 | 13F | Sabal Trust CO | 28,884 | 0.12 | 1,752 | 5.80 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 443,356 | 6.35 | 29,802 | 17.85 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 7,323 | 492 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 51,459 | 0.39 | 3,459 | 11.26 | ||||
| 2025-08-14 | 13F | Intrepid Family Office Llc | 50,000 | 100.00 | 3,361 | 121.70 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 4,855 | 0.71 | 326 | 23.95 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 253,527 | 1.54 | 17,042 | 12.53 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2,079,868 | 0.89 | 139,809 | 11.80 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 276,738 | 1,885.49 | 19 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 36,885 | 16.52 | 2,479 | 29.11 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 57,450 | 0.98 | 3,862 | 11.91 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 1,755 | 0.75 | 0 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 298,280 | 0.04 | 20,050 | 10.87 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 3,045 | 205 | ||||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 77,556 | 43.88 | 5,213 | 59.47 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 548,781 | 685.68 | 36,889 | 770.85 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 30,153 | 0.73 | 2,027 | 11.63 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 242,165 | 3.74 | 16,278 | 14.96 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 7,169 | 0.32 | 0 | |||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 21,416 | 72.29 | 1,440 | 91.10 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 3,040 | 204 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5,836 | 21.20 | 392 | 34.25 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 23,596 | 54.16 | 1,586 | 70.91 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 113,912 | 7.19 | 7,657 | 18.79 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 253,498 | 11.10 | 17,040 | 23.11 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 6,560 | 17.25 | 441 | 29.79 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 111,406 | 2.26 | 7,489 | 13.32 | ||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 8,926 | 31.98 | 600 | 46.34 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 4,927 | 0.26 | 331 | 11.07 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 67,856 | 9.39 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,029,377 | 0.86 | 270,855 | 11.76 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 281,226 | 17.23 | 18,904 | 29.91 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 28,627 | 28.64 | 1,921 | 37.14 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 10,164 | 14.02 | 683 | 26.48 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 28,770 | 0.71 | 1,934 | 11.61 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 41,831 | 0.67 | 2,812 | 11.55 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 56,339 | 1.26 | 3,787 | 12.24 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6,534 | 9.94 | 439 | 21.94 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 22,094 | 9.94 | 1,485 | 21.82 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 36,107 | 55.94 | 2,427 | 72.86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 297,998 | 4.42 | 20,031 | 13.62 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 14,657 | 3.88 | 985 | 15.20 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 129,805 | 16.33 | 8,725 | 28.92 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 19,570 | 1,315 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 626 | 42 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 462,607 | 1.55 | 31,096 | 12.53 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 3,611 | 9.56 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2,310,042 | 5.91 | 155,281 | 17.37 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 3,186 | 214 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 6,362 | 0.22 | 428 | 10.91 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 12,263 | 23.11 | 824 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 188,242 | 12,654 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 320 | 13.88 | 22 | 23.53 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 5,562 | 10.05 | 374 | 21.90 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 24,628 | 11.72 | 1,655 | 23.78 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 1,089,100 | 116.48 | 73,209 | 139.89 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 3,285,744 | 6.66 | 220,868 | 18.19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8,200 | 645.45 | 551 | 734.85 | |||
| 2025-08-13 | 13F | F/M Investments LLC | 132,907 | 7.41 | 8,934 | 19.04 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19,368 | 54.98 | 1,302 | 71.64 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 91,446 | 9.59 | 6,170 | 26.18 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 112,794 | 3.43 | 7,582 | 14.60 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 69,271 | 7.25 | 4,656 | 18.87 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 31,559 | 1.23 | 2,121 | 12.16 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 12,012 | 1 | ||||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 5,963 | 8.95 | 401 | 20.85 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 43,387 | 9.01 | 2,917 | 31.77 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 4,530 | 0.04 | 305 | 10.95 | ||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 9,414 | 1.75 | 633 | 12.66 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 3,028 | 204 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 16,204,640 | 3.01 | 1,089,276 | 14.15 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 7,294 | 37.78 | 490 | 52.65 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 189,046 | 2,517.28 | 12,708 | 2,801.14 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 422,097 | 0.84 | 28 | 12.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 271,990 | 23.23 | 18,283 | 36.56 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 6,441 | 18.64 | 433 | 31.31 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 14,279 | 11.49 | 960 | 23.58 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 | 0 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 5,078 | 341 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,259 | 1,690.66 | 219 | 1,890.91 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 28,933 | 320.42 | 1,945 | 366.19 | ||||
| 2025-08-14 | 13F | Euclidean Capital LLC | 2,142,684 | 7.57 | 144,031 | 19.20 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 4,344 | 0.16 | 290 | 9.89 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 3,294 | 221 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 15,324 | 19.13 | 1,030 | 32.05 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3,358 | 22.55 | 226 | 35.54 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5,007,831 | 28.97 | 336,626 | 42.92 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 5,267 | 0.23 | 354 | 11.32 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 22,725 | 7.60 | 1,528 | 19.20 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 12,148 | 20.34 | 817 | 33.33 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 610,106 | 2.19 | 41,011 | 13.24 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 22,434 | 5.45 | 1,508 | 16.90 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 9,000 | 80.00 | 605 | 99.34 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,008 | 2.80 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 34,813 | 528.39 | 2,340 | 596.43 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4,193,154 | 4.00 | 282 | 15.16 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 197,413 | 13,270 | ||||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 7,475 | 0.71 | 502 | 11.56 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 22,033 | 1,481 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 14,051 | 3.58 | 945 | 14.84 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6,041 | 406 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 7,565 | 0.17 | 509 | 10.92 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 63,777 | 4,287 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 627,591 | 3.48 | 42,187 | 14.66 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 17,697 | 10.78 | 1,190 | 22.70 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 4,485 | 0.47 | 301 | 11.48 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 13,034 | 2.93 | 876 | 14.06 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 18,569 | 1.01 | 1,248 | 11.93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 44,131 | 7.20 | 2,966 | 18.78 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 50,985 | 14.76 | 3,427 | 27.21 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 41,263 | 31.52 | 2,774 | 45.72 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 63,092 | 159.13 | 4,241 | 187.33 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3,430,347 | 2.69 | 230,588 | 13.80 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 76 | 5 | ||||||
| 2025-07-18 | 13F | BSW Wealth Partners | 3,104 | 209 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6,922,513 | 2.45 | 465,331 | 13.53 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 15,862 | 10.91 | 1,066 | 22.95 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 69 | 5 | ||||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 93,320 | 44.41 | 6,273 | 60.04 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 779 | 0.52 | 52 | 13.04 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 135,158 | 69.55 | 9,085 | 87.90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2,452,896 | 2.45 | 164,884 | 13.53 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 5,000 | 6.38 | 336 | 17.89 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 10,878 | 0.01 | 660 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 6,097 | 410 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 61,964 | 19.55 | 4,165 | 32.47 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 11,397 | 5.07 | 766 | 16.59 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 40,099 | 5.45 | 2,695 | 16.87 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 52,865 | 25.86 | 3,554 | 39.50 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 12,073 | 1.84 | 811 | 12.80 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 641 | 0.63 | 43 | 13.16 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,491 | 0.07 | 302 | 10.66 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 124,720 | 0.27 | 8,384 | 11.12 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 5,873 | 395 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 29,973 | 711.40 | 2,015 | 799.11 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 39,879 | 3 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 326,646 | 5.34 | 21,957 | 16.74 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 149,814 | 2.81 | 10 | 25.00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 8,585 | 2.52 | 577 | 13.81 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5,024 | 338 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 9,215 | 1.38 | 619 | 12.34 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 20,250 | 4.90 | 1,361 | 16.23 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 120,931 | 3.27 | 8,129 | 14.43 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 52,452 | 1.81 | 3,526 | 12.80 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 118,291 | 0.62 | 7,952 | 11.50 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 17,888 | 39.29 | 1,203 | 52.09 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 84,229 | 8.22 | 5,662 | 19.91 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 4,824 | 1.54 | 324 | 12.50 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 3,043 | 205 | ||||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 3,285,744 | 6.66 | 220,868 | 18.19 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 43,738 | 0.01 | 2,940 | 10.86 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47,969 | 87.89 | 3,224 | 108.27 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 6,041 | 0.32 | 406 | 11.23 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 45,780 | 8.03 | 3,077 | 19.73 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 295,689 | 14.07 | 19,876 | 30.76 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 254,009 | 1.06 | 17,075 | 11.98 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 35,613 | 2,394 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 359,836 | 3.22 | 24,188 | 14.39 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 33,589 | 0.32 | 2,258 | 11.13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,576 | 0 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 3,049 | 205 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 6,142 | 1.96 | 413 | 12.88 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 6,901 | 25.34 | 464 | 39.04 | ||||
| 2025-08-07 | 13F | Grange Capital, LLC | 93,327 | 1,915.70 | 6,273 | 2,140.36 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 19,818 | 3.76 | 1,332 | 15.03 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 3,015 | 203 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2,947,746 | 111.32 | 111,266 | 31.49 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 4,476 | 0.56 | 602 | 16.93 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 52,759 | 87.21 | 3,441 | 103.85 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 467,099 | 6.07 | 31,398 | 17.54 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 96,647 | 16.20 | 6,497 | 28.76 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 15,245 | 0.03 | 1,025 | 10.82 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 39,783 | 2,688 | ||||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3,100 | 208 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,105 | 24.30 | 74 | 39.62 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 19,578 | 3.26 | 1,316 | 14.43 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 10,144 | 129.40 | 682 | 154.10 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,991 | 0.71 | 134 | 11.76 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 3,240 | 218 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 6,726 | 0.42 | 452 | 11.33 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2,396 | 161 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 2,418 | 6.61 | 163 | 18.25 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1,962 | 0.72 | 132 | 11.02 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 47,500 | 3 | ||||||
| 2025-04-30 | 13F | Ramiah Investment Group | 35,427 | 22.76 | 2,149 | 32.65 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 165,155 | 4.17 | 11,102 | 15.43 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 20,149 | 2.22 | 1,354 | 13.31 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,769 | 216.46 | 321 | 251.65 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 292,235 | 2.15 | 19,644 | 13.20 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 5,441 | 13.07 | 366 | 25.43 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 21,844 | 2.97 | 1,468 | 8.90 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 264 | 0.76 | 18 | 13.33 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 140 | 9 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 181,715 | 12 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5,024 | 338 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 940,028 | 6.24 | 61,652 | 17.90 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 5,647 | 1.93 | 380 | 12.80 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 50 | 3 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 120,364 | 3.06 | 8,091 | 14.20 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 20,899 | 42.56 | 1,405 | 57.93 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 3,033 | 204 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 228,079 | 3.77 | 15,331 | 14.99 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 76,572 | 17.18 | 5,147 | 29.88 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22,887 | 11.68 | 1,538 | 23.73 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,008 | 0.10 | 59 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 48,393 | 0.44 | 3,253 | 11.29 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 690 | 0.73 | 46 | 12.20 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,142 | 112.19 | 278 | 135.59 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 67,109 | 1.90 | 4,511 | 12.94 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 8,720 | 7.46 | 586 | 19.11 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6,404 | 430 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,929 | 7.67 | 331 | 19.49 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 9,801 | 87.83 | 659 | 108.23 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 13,111 | 0.02 | 881 | 10.82 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,106 | 19.05 | 74 | 32.14 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 55,207 | 9.96 | 3,711 | 21.87 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 151,396 | 10,177 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 5,574 | 15.86 | 375 | 28.52 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 327,792 | 0.94 | 22,034 | 11.86 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 188,542 | 3.00 | 12,674 | 14.14 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 7,750 | 0.64 | 521 | 11.35 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 35,143 | 0.97 | 2,362 | 11.89 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 3,200 | 215 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 28,010 | 215.25 | 1,883 | 249.81 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 443,063 | 4.35 | 29,872 | 15.98 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 3,614 | 2.99 | 243 | 14.15 | ||||
| 2025-08-14 | 13F | Fmr Llc | 226,747 | 2.30 | 15,242 | 13.36 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 7,952 | 535 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 11,614 | 45.23 | 779 | 59.96 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 34,008 | 0.97 | 2,286 | 11.85 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 9,699 | 0.04 | 652 | 10.71 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 2,136,404 | 17.83 | 143,609 | 30.57 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,325,936 | 0.30 | 89,129 | 11.15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 116,539 | 329.30 | 7,834 | 375.88 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 4,858 | 0.75 | 327 | 11.64 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 260,575 | 0.89 | 17,516 | 11.80 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 28,996 | 0.76 | 1,949 | 11.69 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 2,985 | 201 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 14,001 | 2.47 | 941 | 13.65 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 20,656 | 143.44 | 1,388 | 159.93 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 102,899 | 6,242 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 625 | 42 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 17,149 | 29.36 | 1,153 | 43.28 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 345,717 | 25.04 | 22,551 | 34.60 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 252 | 17 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4,421 | 28.29 | 297 | 42.11 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 752,025 | 0.56 | 50,551 | 11.43 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,512 | 102 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3,050 | 205 | ||||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 358,858 | 4.12 | 24,122 | 15.38 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 16,209 | 21.41 | 1,090 | 34.61 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 32,292 | 38.08 | 2,171 | 53.03 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12,019 | 28.28 | 729 | 35.75 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 65,862 | 23.81 | 4,427 | 37.23 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10,119 | 37.41 | 680 | 61.14 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 11,692 | 16.97 | 786 | 29.54 | ||||
| 2025-08-07 | 13F | Nwam Llc | 34,525 | 0.28 | 2,319 | 11.06 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 18,970 | 1,275 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 112,615 | 41.72 | 7,570 | 57.03 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 68,464 | 6.18 | 4,560 | 11.03 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 47,290 | 2.09 | 3,179 | 13.14 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 52,065 | 0.29 | 3,500 | 11.11 | ||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 402,732 | 4.26 | 27,072 | 22.07 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 4,394 | 6.03 | 295 | 17.53 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 616 | 41 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 69,576 | 5.74 | 4,677 | 17.16 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 5,744 | 0.72 | 386 | 11.88 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 213,434 | 971.29 | 14,347 | 1,087.67 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5,817 | 24.56 | 391 | 38.16 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 6,172 | 415 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 759,796 | 0.90 | 51,073 | 11.82 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 6,036 | 4.18 | 406 | 15.38 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 4,901 | 329 | ||||||
| 2025-08-11 | 13F | Sierra Capital LLC | 9,979 | 0.66 | 1 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15,304 | 0.72 | 1,029 | 11.62 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 7,370 | 6.66 | 495 | 11.99 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20,019 | 0.68 | 1,346 | 11.53 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 639,394 | 28.23 | 42,980 | 42.10 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 311,953 | 104.93 | 21 | 150.00 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 37,696 | 2.25 | 2,534 | 13.28 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 5,390 | 362 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 22,433 | 334.66 | 1,508 | 381.47 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 25,894 | 0.50 | 1,741 | 11.40 | ||||
| 2025-08-12 | 13F | Main Management LLC | 238,435 | 1.71 | 16 | 14.29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,572,625 | 5.31 | 172,603 | 15.85 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 20,709 | 10.51 | 1,392 | 22.54 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 3,000 | 202 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6,149 | 12.66 | 413 | 31.95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 38,114 | 25.92 | 2,544 | 44.71 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 47,716 | 23.44 | 3,207 | 36.82 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,995,789 | 6.39 | 201,377 | 17.90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,848,868 | 13.26 | 191,501 | 25.50 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 3,149 | 212 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 482,739 | 0.74 | 29,283 | 6.45 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,828 | 3.20 | 1,400 | 13.73 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 32,711 | 2,196 | ||||||
| 2025-08-06 | 13F | Nvwm, Llc | 8,219 | 47.93 | 552 | 63.80 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 25,499 | 10.62 | 1,714 | 22.60 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 18,762 | 29.06 | 1,261 | 43.13 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1,128 | 0.27 | 76 | 10.29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 477,037 | 1.79 | 32,067 | 12.80 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 104,017 | 23.21 | 6,992 | 36.56 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4,371 | 11.48 | 294 | 23.63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 22,517,204 | 4.50 | 1,513,607 | 15.81 | ||||
| 2025-07-29 | 13F | Creekside Partners | 50,974 | 32.85 | 3,426 | 47.23 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 48,895 | 14.54 | 3,287 | 26.92 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 8,280 | 0.96 | 557 | 11.87 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 13,699 | 58.46 | 921 | 75.57 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 680,291 | 372.85 | 45,729 | 423.99 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 449,134 | 184.54 | 30,191 | 215.33 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 101,844 | 0.99 | 6,846 | 11.90 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 13,811 | 3.45 | 928 | 14.71 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 7,575 | 1.08 | 509 | 12.11 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 14,335 | 33.16 | 964 | 47.47 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 64,290 | 4.12 | 4,322 | 15.38 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 25,087 | 0.60 | 1,686 | 11.51 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 604,707 | 2.03 | 40,648 | 13.06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 47,193 | 8.97 | 3,172 | 20.75 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 12,608 | 848 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 19,245 | 0.02 | 1,294 | 10.80 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 469,078 | 71.25 | 31,531 | 89.77 | ||||
| 2025-08-13 | 13F | Gibson Wealth Advisors LLC | 41,809 | 3.59 | 2,810 | 14.79 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 4,897 | 0.33 | 329 | 11.15 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14,418 | 0.05 | 969 | 10.87 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,872,406 | 15.86 | 127,063 | 29.61 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 3,030 | 204 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 11,810 | 15.81 | 794 | 28.32 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 258,561 | 16.56 | 17,380 | 29.17 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 23,840 | 2.92 | 1,446 | 8.80 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 178,892 | 5.87 | 12,025 | 17.32 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3,692 | 11.95 | 248 | 24.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 308,109 | 1.71 | 20,711 | 12.72 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 45,654 | 11.06 | 3,069 | 23.06 | ||||
| 2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 348,618 | 23,434 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 668,916 | 3.96 | 44,965 | 15.20 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 8,162 | 0.70 | 549 | 11.61 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 15,716 | 10.71 | 1,056 | 22.65 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 251,634 | 0.64 | 16,915 | 11.53 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,089,623 | 9.00 | 140,464 | 20.79 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 723,104 | 10.07 | 48,607 | 21.97 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 345,135 | 0.99 | 23,200 | 11.92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 160,398 | 91.15 | 10,782 | 111.83 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 44,370 | 72.55 | 2,983 | 91.28 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 101,004 | 1.42 | 6,789 | 12.38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,967,121 | 1.64 | 132,230 | 12.64 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 47,644 | 4.25 | 3,203 | 15.51 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 9,153 | 615 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 68,480 | 4.74 | 4,603 | 16.09 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 43,938 | 0.83 | 3 | 0.00 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 53,072 | 4.15 | 3,567 | 15.40 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 248 | 0.40 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 84,990 | 1.34 | 5,713 | 12.31 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1,569 | 56.90 | 105 | 75.00 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 3,034 | 204 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 58,387 | 0.67 | 3,925 | 11.54 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 27,726 | 17.41 | 1,864 | 30.10 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 268,293 | 27.09 | 18,035 | 40.82 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 3,730 | 251 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 143,996 | 364.64 | 9,679 | 415.11 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5,024 | 328 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 20,633 | 3.72 | 1,387 | 14.93 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5,930 | 11.30 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 50,836 | 2.63 | 3,417 | 13.75 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 5,731 | 21.83 | 385 | 35.09 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 3,055 | 205 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 131,157 | 2,722.40 | 8,816 | 3,026.24 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 7,839 | 0.53 | 527 | 11.21 | ||||
| 2025-08-14 | 13F | Family Management Corp | 875 | 0.69 | 59 | 11.54 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 6,503 | 127.06 | 437 | 152.60 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 209 | 0.97 | 14 | 16.67 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 3,351 | 225 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6,759 | 17.69 | 454 | 30.46 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 4,781 | 10.90 | 321 | 22.99 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1,086,820 | 3.19 | 73,056 | 14.35 | ||||
| 2025-07-11 | 13F | WealthBridge Investment Counsel Inc. | 14,560 | 20.53 | 1 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 374 | 0.81 | 25 | 13.64 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 4,515 | 0.71 | 304 | 11.81 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 140,376 | 1.36 | 9,157 | 9.09 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 9,726 | 27.22 | 654 | 41.04 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 127,701 | 25.43 | 8,584 | 39.01 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 31,052 | 142.67 | 2,087 | 168.94 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 29,467 | 56.32 | 1,981 | 73.23 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 580,146 | 10.75 | 38,998 | 22.76 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 83,186 | 9.56 | 5,592 | 21.41 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 559,501 | 0.55 | 37,610 | 11.43 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 79,311 | 5,331 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15,062 | 4.13 | 914 | 10.00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,646 | 1.34 | 716 | 12.24 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 134,168 | 2.72 | 9,019 | 13.82 | ||||
| 2025-07-15 | 13F | Hall Laurie J Trustee | 8,652 | 4.04 | 582 | 15.28 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 21,211 | 1,426 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26,396 | 18.82 | 1,774 | 31.31 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 3,877 | 8.42 | 261 | 20.37 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 7,677 | 21.64 | 516 | 35.08 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 81,671 | 1.60 | 5,490 | 12.57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 281,412 | 11.87 | 18,926 | 22.31 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 3,270 | 0 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 5,249 | 52.14 | 353 | 68.42 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 77,938 | 2.42 | 5,239 | 13.47 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 3,733 | 251 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 21,027 | 13.64 | 1,413 | 25.94 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 51,104 | 3.06 | 3,435 | 14.23 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 3,300 | 221 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 186,425 | 3.50 | 12,532 | 14.70 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 95,600 | 32.97 | 6,426 | 47.35 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4,528 | 24.33 | 304 | 38.18 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 127,773 | 4.20 | 8,589 | 15.46 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 30,607 | 0.67 | 2,057 | 11.55 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 6,544 | 1.30 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 354,120 | 9.25 | 23,804 | 21.06 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,560,204 | 1.26 | 105 | 11.83 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 15,441 | 3.84 | 1,038 | 14.97 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 397,015 | 19.73 | 25,540 | 26.98 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 5,682 | 382 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 13,401 | 901 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 94,582 | 176.43 | 6,358 | 206.36 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5,059 | 17.13 | 340 | 30.27 | ||||
| 2025-07-16 | 13F | Flower City Capital | 750,406 | 2.66 | 50,442 | 13.76 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 64,356 | 0.24 | 4,326 | 11.09 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 167,698 | 0.17 | 11,273 | 11.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 98,329 | 0.61 | 6,610 | 11.49 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 60,089 | 6.50 | 4,040 | 18.03 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 147,294 | 3.33 | 9,901 | 14.52 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 792 | 126.29 | 53 | 152.38 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 4,942 | 8.31 | 332 | 20.29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,346 | 0.52 | 91 | 11.11 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 31,960 | 2.36 | 2,148 | 13.41 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 967,468 | 19.99 | 65,033 | 32.97 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 11,723 | 0.86 | 788 | 11.77 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 91,660 | 0.27 | 6,161 | 11.11 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 33,361 | 0.12 | 2,242 | 10.94 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 4,403 | 296 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 76,869 | 4.95 | 5,167 | 16.30 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 163,591 | 6.41 | 10,997 | 17.92 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 21,551 | 1,449 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 64,398 | 4.96 | 4,329 | 16.31 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 7,379 | 0.41 | 496 | 11.46 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 41,491 | 27.30 | 2,789 | 41.07 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 6,136 | 19.26 | 412 | 32.05 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 4,276,978 | 10.14 | 287,499 | 22.05 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1,166,389 | 2.71 | 78,405 | 13.81 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 21,932 | 1.48 | 1,474 | 12.52 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 17,621 | 0.43 | 1,184 | 11.28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 35,900 | 45.34 | 2,413 | 61.08 | |||
| 2025-08-13 | 13F | Capital International Investors | 18,409 | 61.33 | 1,235 | 77.30 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 100,321 | 2.61 | 6,744 | 13.71 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 7,604 | 4.15 | 506 | 14.48 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 110,382 | 18.38 | 7,420 | 31.17 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 21,315 | 3.38 | 1,432 | 18.46 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22,193 | 17.79 | 1,492 | 30.56 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 620,182 | 2.18 | 41,689 | 13.23 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 13,095 | 7.80 | 880 | 19.57 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 117,175 | 1.23 | 7,932 | 12.80 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 171,157 | 17.97 | 11,505 | 30.74 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 17,323 | 1,164 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 34,537 | 0.49 | 2,322 | 11.37 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 681,756 | 1.00 | 45,828 | 11.92 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 175,172 | 4.71 | 11,775 | 16.03 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 5,540 | 0.71 | 372 | 11.71 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 552,570 | 8.55 | 37,144 | 20.29 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 428,716 | 1.48 | 28,818 | 12.45 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 3,333 | 224 | ||||||
| 2025-07-21 | 13F | Warner Financial, Inc | 24,529 | 0.11 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 20,780 | 29.03 | 1,397 | 43.03 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5,707 | 0.58 | 384 | 11.34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,745,687 | 46.31 | 251,785 | 62.13 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 243,654 | 2.86 | 16,378 | 13.98 | ||||
| 2025-08-14 | 13F | NCP Inc. | 4,617 | 2.51 | 310 | 13.55 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 15,942 | 9.73 | 1,072 | 21.57 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 998 | 918.37 | 66 | 1,220.00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,538 | 44.82 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 317 | 21.92 | 21 | 40.00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 36 | 2 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,242 | 0.73 | 83 | 12.16 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 193,910 | 3.38 | 13 | 18.18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 820,634 | 1.45 | 55,163 | 12.42 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 179,810 | 31.44 | 12,087 | 45.65 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 32,012 | 1.27 | 2,152 | 12.21 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 5,886 | 0.74 | 396 | 11.58 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 5,660 | 0.44 | 380 | 11.44 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3,091 | 208 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 47,885 | 72.27 | 3,219 | 90.30 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 40 | 2 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 14,125 | 94.02 | 949 | 115.19 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 44,611 | 0.02 | 2,999 | 10.83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,115,902 | 3.06 | 679,991 | 14.20 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 264,599 | 1.39 | 17,786 | 12.36 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,028,672 | 6.25 | 136,365 | 17.74 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 77,809 | 5,230 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 43,225 | 55.24 | 2,906 | 72.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 345,128 | 14.93 | 23,200 | 27.36 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,349 | 6.69 | 494 | 18.23 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 146,555 | 0.21 | 8,890 | 5.88 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 475 | 0.64 | 32 | 10.71 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 17,490 | 2.21 | 1,176 | 13.20 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 762,109 | 2.66 | 51,229 | 13.76 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 13,433 | 903 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 69,175 | 90.88 | 4,650 | 111.51 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 754,621 | 0.40 | 50,726 | 11.26 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 3,351 | 0.39 | 225 | 11.39 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 73,012 | 19.55 | 4,908 | 32.48 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 6,296 | 0.16 | 423 | 6.02 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 23,134 | 0.16 | 1,554 | 10.92 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 4,133 | 0.05 | 278 | 10.80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 20,191,112 | 1.18 | 1,357,247 | 12.12 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 612 | 42 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 10,942 | 6.09 | 736 | 17.60 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 86,809 | 178.90 | 5,781 | 206.20 | ||||
| 2025-06-05 | NP | NOVIX - Global Secured Options Portfolio | 40,000 | 2,494 | ||||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 180,553 | 0.08 | 12,137 | 10.89 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 44,714 | 0.24 | 3,006 | 11.09 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 15,639 | 3.26 | 1,051 | 14.49 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 34,100 | 15.32 | 2,292 | 27.83 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 3,166 | 213 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36,230 | 1.17 | 2,435 | 12.11 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2,349,882 | 9.70 | 157,959 | 21.56 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 5,730 | 386 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 580,120 | 65.05 | 38,995 | 82.89 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27,815 | 53.33 | 1,870 | 69.91 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 77,935 | 5,239 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3,543 | 126.10 | 238 | 150.53 | ||||
| 2025-07-14 | 13F | Avalon Advisory Group | 203,413 | 2.56 | 13,673 | 13.66 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 8,253 | 0.65 | 558 | 9.20 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 3,272 | 220 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 40,222 | 4.84 | 2,704 | 16.16 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 194 | 13 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 13,311 | 895 | ||||||
| 2025-08-13 | 13F | Thornburg Investment Management Inc | 3,676 | 7.86 | 247 | -88.05 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 5,050 | 339 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 601 | 40 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 739 | 4.67 | 50 | 40.00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 3,000 | 202 | ||||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 31,282 | 0.22 | 2,103 | 11.04 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,230 | 49.27 | 83 | 67.35 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2,901,214 | 8.16 | 195,020 | 19.85 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 27,161 | 26.07 | 1,826 | 39.74 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 102,022 | 108.20 | 6,894 | 131.93 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 34,593 | 59.53 | 2,325 | 76.81 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 936 | 1,027.71 | 63 | 1,140.00 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 3,351 | 225 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,571,824 | 2.37 | 172,878 | 13.44 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 6,910 | 33.47 | 464 | 47.77 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6,217 | 18.19 | 418 | 30.72 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 16,199 | 43.84 | 1,089 | 59.30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,198,975 | 13.66 | 80,595 | 25.96 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 28,716 | 28.33 | 1,930 | 42.23 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6,112 | 411 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 903,289 | 3.90 | 60,105 | 13.95 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,805 | 20.88 | 323 | 33.61 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 14,480 | 0.05 | 973 | 10.95 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 17,420 | 5.77 | 1,171 | 17.12 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 22,864 | 14.68 | 1,537 | 27.05 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 10,186 | 0.61 | 685 | 16.33 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 16,316 | 109.56 | 1 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 10,184 | 685 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 3,000 | 202 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,273 | 4.69 | 86 | 23.19 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 5,701 | 0.69 | 383 | 11.66 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4,171 | 0.02 | 280 | 11.11 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 147,127 | 1.98 | 8,925 | 7.75 | ||||
| 2025-07-16 | 13F | Novem Group | 18,049 | 0.69 | 1,213 | 11.59 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 8,271 | 556 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 26,442 | 1.68 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 79,947 | 4.08 | 5,374 | 15.35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,128,197 | 3.29 | 75,837 | 14.46 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 338,827 | 5.12 | 22,776 | 16.49 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 117,683 | 4.76 | 7,911 | 16.10 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 325,010 | 93.53 | 21,847 | 114.46 | ||||
| 2025-07-15 | 13F | Maseco Llp | 3,604 | 242 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 42,551 | 1.30 | 2,860 | 12.24 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 33 | 0 | ||||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 5,800 | 390 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 37,629 | 6.65 | 2,529 | 18.18 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 3,847 | 259 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 170,926 | 5.13 | 11,490 | 16.50 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 7,992 | 0.73 | 537 | 11.64 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4,306 | 0.33 | 289 | 11.15 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 647,907 | 1.32 | 43,552 | 12.28 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 4,369 | 0.05 | 294 | 10.98 | ||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 503,888 | 0.08 | 33,871 | 10.90 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 52,422 | 41.13 | 3,524 | 56.37 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 8,493 | 0.01 | 571 | 10.68 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 102,899 | 6,242 | ||||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 153,121 | 26.93 | 10,293 | 40.66 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 424,250 | 157.06 | 28,518 | 184.86 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 200,000 | 13,444 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 949,121 | 5.38 | 63,800 | 16.78 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 71,911 | 4,834 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 10,088 | 0.55 | 678 | 11.51 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,376,609 | 1.36 | 92,536 | 12.32 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 9,948 | 669 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 4,492 | 25.23 | 302 | 38.71 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 5,220 | 10.59 | 351 | 22.38 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 3,272 | 220 | ||||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 2,199 | 14.59 | 148 | 26.72 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 13,345 | 17.50 | 897 | 30.38 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 90,733 | 10.53 | 6,099 | 22.49 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 22,135 | 38.85 | 1,488 | 53.77 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 62,322 | 102,067.21 | 4 | 33.33 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2,566 | 172 | ||||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 8,165 | 0.22 | 549 | 10.93 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10,147 | 0.45 | 682 | 11.44 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 33,401 | 1.18 | 2,289 | 12.05 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 165 | 0.61 | 11 | 22.22 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 1,666 | 112 | ||||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 2,987 | 201 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 14,976 | 53.99 | 1,007 | 70.80 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 15,739 | 0.70 | 1,058 | 11.60 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 8,784 | 14.09 | 1 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,358 | 781.82 | 91 | 911.11 | ||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 9,899 | 0.70 | 665 | 11.58 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35,069 | 115.50 | 2,357 | 138.80 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 4,637 | 20.54 | 312 | 33.48 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 510,196 | 3.07 | 34,295 | 14.21 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 213,960 | 1.57 | 14,382 | 12.56 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 3,800 | 255 | ||||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 8,806 | 2.74 | 592 | 13.87 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 18,060 | 0.53 | 1,249 | 9.96 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 18,993 | 1,277 | ||||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 68,763 | 0.71 | 4,622 | 11.62 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 221,161 | 7.07 | 14,866 | 18.65 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 144,925 | 0.39 | 9,742 | 11.25 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 30,972 | 0.47 | 2,082 | 11.28 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 414,007 | 1.30 | 27,830 | 12.26 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 3,353 | 0.03 | 225 | 10.84 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 60,683 | 4,079 | ||||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 4,015 | 1.72 | 270 | 12.55 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 4,310 | 0.14 | 290 | 10.73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 727,063 | 6.05 | 49 | 17.07 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1,626 | 109 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 6,662,747 | 6.44 | 447,870 | 17.95 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 62,783 | 6.26 | 4,220 | 17.78 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 60,755 | 62.99 | 4,084 | 80.58 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1,978,324 | 0.41 | 132,983 | 11.27 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 27,356 | 19.74 | 1,839 | 32.71 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 13,140 | 12.27 | 883 | 24.54 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 126,524 | 8,505 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 85,352 | 0.42 | 5,737 | 11.29 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 260,193 | 4.28 | 17,501 | 15.62 | ||||
| 2025-08-07 | 13F | Commerce Bank | 127,852 | 18.74 | 8,594 | 31.59 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 4,831,180 | 0.19 | 324,752 | 11.02 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 4,234 | 1.97 | 285 | 13.15 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3,890 | 261 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 25,981 | 81.56 | 1,576 | 91.96 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 169,530 | 56.04 | 11,396 | 72.91 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 232,843 | 0.53 | 15,652 | 7.18 | ||||
| 2025-07-18 | 13F | Vicus Capital | 15,842 | 0.28 | 1,065 | 11.06 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 7,182 | 0.56 | 483 | 11.32 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 3,036 | 204 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8,497 | 1.19 | 571 | 12.18 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 449,168 | 0.42 | 30,193 | 11.28 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 105,618 | 95.74 | 6,407 | 118.26 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 4,189 | 5.70 | 282 | 17.08 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,055,577 | 2.70 | 138,176 | 13.80 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 12,693 | 853 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 38,560 | 16.67 | 2,592 | 29.34 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 485 | 33 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 20,958 | 1,409 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 449 | 0.90 | 30 | 11.11 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 19,695 | 34.69 | 1,324 | 49.32 |
