Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard World Fund - Vanguard Information Technology ETF meliputi Kingstone Capital Partners Texas, LLC, Glenmede Investment Management, LP, Foronjy Financial Llc, GIAX - Nicholas Global Equity and Income ETF, Hancock Whitney Corp, Bulwark Capital Corp, Tableaux Llc, Atlantic Union Bankshares Corp, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Orser Capital Management, Llc, CMG Global Holdings, LLC, New Wave Wealth Advisors Llc, LOM Asset Management Ltd, Harbor Asset Planning, Inc., Midwest Trust Co, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, XY Planning Network, Inc., CWS Financial Advisors, LLC, dan Quantum Financial Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 2,542 | 0.87 | 1,686 | 23.43 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 37,694 | 2.21 | 25,002 | 24.99 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 45 | 30 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 89 | 60 | ||||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 631 | 22.29 | 0 | |||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 999 | 0.10 | 662 | 22.37 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 2,644 | 0.15 | 1,754 | 22.57 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1,349 | 895 | ||||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 785 | 0.13 | 521 | 22.35 | ||||
| 2025-08-12 | 13F | St. Nicholas Private Asset Management, Inc | 5,085 | 0.73 | 3,373 | 23.20 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 12,043 | 0.53 | 6,532 | -12.32 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 1,260 | 12.40 | 836 | 37.34 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8,860 | 17.85 | 5,877 | 43.98 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 50,137 | 22.62 | 33,256 | 45.99 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 1,415 | 58.99 | 939 | 94.61 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 1,873 | 38.64 | 1,243 | 69.67 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 4,335 | 10.08 | 2,875 | 34.66 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 410 | 0.24 | 272 | 22.62 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 334 | 222 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29,482 | 22.44 | 19,555 | 49.74 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 3,151 | 42.06 | 2,090 | 73.79 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 2,617 | 1,736 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 320,870 | 0.81 | 212,827 | 23.28 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 669 | 416 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8,136 | 18.70 | 5,396 | 45.17 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 594 | 4.03 | 394 | 27.51 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 2,105 | 8.39 | 1,396 | 32.57 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 1,029 | 0.10 | 682 | 22.44 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2,512 | 0.04 | 1,666 | 22.32 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 362 | 241 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 569 | 3.08 | 377 | 26.09 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 922 | 1.43 | 612 | 23.94 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 49,273 | 1.89 | 32,682 | 24.61 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 6,555 | 7.35 | 4,348 | 31.29 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 340 | 226 | ||||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 397 | 6.43 | 263 | 30.20 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 28 | 19 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1,412 | 0.14 | 937 | 22.35 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 851 | 1 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,460 | 223.01 | 968 | 295.10 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 61,339 | 6.29 | 40,685 | 29.98 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5,476 | 2.22 | 3,632 | 25.03 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2,712 | 36.01 | 1,799 | 66.33 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 786 | 1.29 | 521 | 24.05 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 378 | 0.27 | 250 | 22.55 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 781,415 | 48.66 | 518,297 | 81.80 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 5,172 | 2.54 | 3,430 | 25.41 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 4,614 | 0.85 | 3,061 | 23.34 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6,124 | 0.79 | 4,062 | 23.25 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 1,501 | 15.11 | 996 | 40.74 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 24,170 | 936.45 | 16,032 | 1,168.28 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 805 | 15.66 | 534 | 41.38 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 22,385 | 49.75 | 14,848 | 83.14 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 1,106 | 0.27 | 734 | 22.58 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 1,190 | 1.71 | 789 | 24.45 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3,669 | 6.26 | 2,433 | 29.97 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 350 | 232 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4,074 | 62.70 | 2,702 | 99.12 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 166 | 110 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 8,051 | 79.67 | 5,340 | 119.75 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 56 | 37 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 1,031 | 0.10 | 684 | 22.36 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 334 | 221 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2,106 | 23.37 | 1,397 | 50.92 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11,282 | 54.02 | 7,483 | 88.37 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 605 | 1.00 | 401 | 23.08 | ||||
| 2025-08-19 | 13F | Campbell Capital Management Inc | 325 | 216 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 784 | 520 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 514 | 341 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 14 | 1,300.00 | 9 | 12.50 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 4,161 | 2,760 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 22,356 | 0.37 | 14,828 | 22.75 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 853 | 11.80 | 566 | 36.71 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 9,313 | 2.16 | 6 | 50.00 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 673 | 5.65 | 446 | 29.28 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 2,743 | 1,819 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 15,720 | 10,427 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4,352 | 80.58 | 2,886 | 120.98 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 58 | 0 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1,003 | 18.84 | 665 | 45.30 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 636 | 422 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,117 | 0.81 | 741 | 23.13 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 15,028 | 49.82 | 9,968 | 83.22 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 329 | 218 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 3,812 | 0.11 | 2,528 | 22.42 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 988 | 655 | ||||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 5,007 | 7.58 | 3,321 | 31.54 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1,664 | 12.28 | 1,104 | 37.36 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,388 | 77.49 | 921 | 116.98 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15,206 | 54.06 | 10,086 | 88.42 | ||||
| 2025-06-26 | NP | WLTG - WealthTrust DBS Long Term Growth ETF | 1,687 | 927 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 130,770 | 15.73 | 86,737 | 41.52 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 2,940 | 1,950 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,435 | 351.26 | 952 | 453.49 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 844 | 560 | ||||||
| 2025-08-28 | NP | SNAV - Mohr Sector Navigator ETF | 2,843 | 1,886 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7,134 | 3.92 | 4,732 | 27.10 | ||||
| 2025-08-01 | 13F | Jericho Financial, Llp | 635 | 1.44 | 421 | 24.19 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 1,506 | 3.79 | 999 | 26.97 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 5,402 | 12.73 | 3,583 | 37.86 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 495 | 0.20 | 328 | 22.39 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,083 | 7.21 | 1,381 | 31.15 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 357 | 237 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 1,627 | 75.51 | 1,079 | 114.94 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 735 | 299.46 | 487 | 387.00 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 2,118 | 30.26 | 1,405 | 59.36 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 14,261 | 10.87 | 9,459 | 35.59 | ||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 5,817 | 11.42 | 3,196 | -0.71 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 15,520 | 8.18 | 10,294 | 32.30 | ||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 7,294 | 9.73 | 4,008 | -2.22 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 1,854 | 1.15 | 1,230 | 23.64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4,823 | 31.31 | 3,199 | 60.59 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 315 | 209 | ||||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 604 | 401 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 2,415 | 19.85 | 1,602 | 46.61 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 341 | 226 | ||||||
| 2025-05-07 | 13F | Magnolia Wealth Management, LLC | 17,850 | 2.56 | 9,682 | -10.54 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 1,232 | 817 | ||||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 503 | 334 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 956 | 0.10 | 634 | 22.39 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2,285 | 7.68 | 1,516 | 31.62 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 980 | 17.93 | 650 | 44.44 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 6,472 | 286.39 | 4,292 | 372.69 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 164 | 1,071.43 | 109 | 1,442.86 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 1,790 | 2.23 | 1,187 | 25.08 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 145 | 96 | ||||||
| 2025-05-07 | 13F | Brio Consultants, LLC | 4,447 | 796.57 | 2,412 | 683.12 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 480 | 2.13 | 318 | 25.20 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 4,182 | 2.22 | 2,774 | 25.02 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 5,130 | 0.73 | 3,403 | 23.07 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 499 | 1.22 | 331 | 23.60 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 6,713 | 20.91 | 4,442 | 48.98 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7,270 | 3.34 | 4,822 | 26.40 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 844 | 560 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 764 | 13.86 | 506 | 39.39 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2,458 | 5.27 | 1,630 | 28.75 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 26,142 | 0.05 | 17,340 | 18.73 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 735,199 | 3.46 | 487,901 | 26.61 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 2,147 | 2.87 | 1,424 | 25.71 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 406 | 269 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1,241 | 1.89 | 824 | 24.70 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 312 | 207 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1,195 | 91.81 | 793 | 134.32 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 310 | 206 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 1,971 | 6.60 | 1,308 | 30.31 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 381 | 3.25 | 253 | 26.00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1,719 | 1.18 | 1,140 | 23.78 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 711 | 38.06 | 472 | 68.82 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 694 | 8.61 | 461 | 32.95 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 545 | 1.11 | 361 | 23.63 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 44 | 31 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 469 | 311 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 1,587 | 0.19 | 1,052 | 22.47 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 350 | 232 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2,272 | 3.09 | 1,377 | 23.61 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 72 | 48 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10,348 | 12.33 | 6,863 | 37.37 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2,364 | 2.52 | 1,569 | 25.42 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 1,916 | 82.82 | 1,271 | 123.77 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 2,276 | 3.93 | 1,534 | 48.93 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 334 | 222 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 436 | 289 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 4,202 | 11.43 | 2,793 | 36.58 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2,784 | 2,239.50 | 1,847 | 2,784.38 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,062 | 23.33 | 1,456 | 58.95 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 15,829 | 10,391 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 23,214 | 7.39 | 15,397 | 31.33 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 2,648 | 0.42 | 1,756 | 22.63 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 201 | 133 | ||||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 330 | 217 | ||||||
| 2025-08-27 | NP | HDCAX - Rational Equity Armor Fund Class A Shares | 720 | 112.39 | 478 | 160.66 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 7,738 | 1.96 | 5,133 | 24.68 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 9,041 | 2.70 | 5,997 | 25.60 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 34,598 | 5,637.65 | 22,948 | 6,938.96 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14,150 | 2.48 | 9,387 | 25.33 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8,232 | 9.31 | 5,460 | 33.67 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 1,039 | 689 | ||||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 1,525 | 0.46 | 1,012 | 22.84 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 668 | 0.15 | 443 | 22.44 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 13,624 | 8.61 | 9,050 | 33.05 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 356 | 236 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5,039 | 22.63 | 2,733 | 7.01 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 41,097 | 17.91 | 27,260 | 44.19 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 450 | 25.00 | 298 | 33.63 | ||||
| 2025-07-30 | NP | LSOFX - LS Opportunity Fund - Institutional Class | Short | -3,786 | 16.96 | -2,296 | 18.48 | |||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2,843 | 136.13 | 1,886 | 189.11 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 2,468 | 0.45 | 1,637 | 22.82 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 1,178 | 8.87 | 794 | 35.49 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 41,451 | 14.81 | 27,494 | 40.41 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 4,413 | 1.49 | 2,927 | 24.13 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 17,715 | 1.06 | 11,750 | 23.59 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 66,217 | 0.75 | 43,920 | 23.22 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 337 | 224 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1,544,122 | 19,919.73 | 7,406 | 75.56 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 6,553 | 0.11 | 4,346 | 22.42 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 7,792 | 994.38 | 5,169 | 1,238.86 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 1,707 | 0.59 | 1,132 | 23.04 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 330 | 219 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4,158 | 7.41 | 2,758 | 31.40 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 646 | 37.45 | 428 | 68.50 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 3 | 2 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 54,480 | 28.64 | 35,783 | 55.56 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 926 | 33.05 | 614 | 62.86 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,174 | 4.45 | 784 | 30.88 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 142,112 | 112.24 | 94,271 | 159.58 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 336 | 223 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 7,809 | 4.00 | 5,180 | 27.19 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 311 | 211 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 436 | 289 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3,397 | 7.13 | 2,253 | 31.06 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 10,854 | 1.12 | 7,199 | 23.66 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 305 | 202 | ||||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 450 | 3.93 | 298 | 27.35 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 730 | 1.25 | 484 | 8.04 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 5,887 | 3,905 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 969 | 24.55 | 643 | 52.37 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1,553 | 13.69 | 1,030 | 39.19 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 1,146 | 43.25 | 760 | 75.52 | ||||
| 2025-08-12 | 13F | Main Management LLC | 14,110 | 270.34 | 9 | 350.00 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 835 | 14.23 | 554 | 39.55 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 1,177 | 0.17 | 781 | 22.45 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 5,233 | 8.12 | 3,508 | 33.38 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 302 | 200 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,621 | 28.95 | 2 | 100.00 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 553 | 367 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 24,336 | 31.09 | 16,142 | 60.30 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 60 | 40 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74,910 | 3.00 | 49,686 | 25.97 | ||||
| 2025-08-07 | 13F | PFG Advisors | 7,024 | 11.78 | 4,659 | 36.68 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 23,605 | 2.01 | 15,657 | 24.76 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 324 | 5,300.00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3,552 | 168.08 | 2,356 | 227.99 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 519 | 0.19 | 344 | 22.86 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 7,456 | 25.92 | 4,946 | 54.00 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 844 | 512 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,209 | 14.10 | 1,465 | 39.66 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 704 | 0.14 | 467 | 22.57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53,006 | 2.69 | 35,158 | 25.58 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 3,223 | 13.93 | 2,138 | 39.31 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 331 | 219 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12,286 | 0.07 | 8,149 | 22.36 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 21,851 | 23.28 | 14,493 | 50.76 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 457 | 0 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 595 | 3.84 | 395 | 27.10 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,824 | 22.37 | 2,536 | 49.70 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 426 | 283 | ||||||
| 2025-08-13 | 13F | First National Advisers, LLC | 435 | 3.82 | 289 | 26.87 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 685,276 | 454,530 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6,904 | 18.40 | 4,579 | 44.81 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 1,750 | 2.94 | 949 | -10.22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11,920 | 97.74 | 7,907 | 139.79 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 600 | 20.00 | 398 | 46.49 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 819 | 0.12 | 549 | 42.97 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 564 | 29.66 | 374 | 59.15 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 669 | 2.45 | 363 | -10.62 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 4,482 | 6.87 | 2,973 | 30.69 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 740 | 29.14 | 491 | 58.06 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 1,960 | 1,300 | ||||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 324 | 215 | ||||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 349 | 231 | ||||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 4,482 | 0.11 | 2,973 | 22.41 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 340 | 226 | ||||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 348 | 231 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14,935 | 7.17 | 9,906 | 31.07 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 123 | 51.85 | 82 | 88.37 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 1,100 | 0.27 | 730 | 22.52 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 600 | 398 | ||||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 581 | 31.45 | 385 | 61.09 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2,271 | 36.31 | 1,506 | 45.51 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4,497 | 11.01 | 2,983 | 35.73 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 499 | 0.20 | 331 | 22.59 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 342 | 227 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 8,646 | 3,866.06 | 5,735 | 4,759.32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 80,558 | 33.09 | 54,298 | 65.40 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 1,218 | 15.56 | 808 | 41.33 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2,250 | 20.45 | 1,492 | 47.29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 24,591 | 46.84 | 16,311 | 79.57 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14,922 | 3.31 | 9,897 | 26.33 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 8 | 5 | ||||||
| 2025-08-08 | 13F | Union Savings Bank | 3,019 | 17.02 | 2,084 | 48.96 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 13,562 | 185.70 | 8,995 | 249.32 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 341 | 226 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 41,684 | 23.63 | 27,648 | 51.19 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 82,427 | 5.08 | 54,672 | 28.51 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 6,203 | 2.34 | 4,114 | 25.16 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 981 | 43.00 | 651 | 74.73 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 700 | 0.86 | 464 | 7.66 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 727 | 30.76 | 482 | 60.13 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 1,103 | 732 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 333 | 9.90 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 66,532 | 12.68 | 44,129 | 37.80 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1,769 | 140.35 | 1,173 | 193.98 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8,699 | 501.17 | 5,770 | 635.84 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 403 | 267 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3,338 | 3.99 | 2,214 | 27.11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,532,384 | 2.03 | 1,016,399 | 24.77 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,308 | 4.39 | 868 | 15.75 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1,873 | 5.94 | 1,242 | 13.01 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 2,785 | 504.12 | 1,847 | 638.80 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 304 | 201 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,232 | 1.87 | 1,481 | 23.54 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 7,048 | 445 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 2,135 | 134.87 | 1,416 | 187.22 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13,535 | 20.25 | 9,009 | 47.45 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 310 | 209 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 1,631 | 34.02 | 1,082 | 64.04 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 3 | 2 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4,782 | 2.07 | 3,172 | 24.84 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 745 | 1.36 | 494 | 24.12 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 16,422 | 39.16 | 10,892 | 70.19 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 1,017 | 69.50 | 559 | 49.60 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 3,738 | 8.13 | 2,479 | 32.21 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 7,452 | 37.26 | 4,943 | 67.87 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 388 | 1.84 | 257 | 24.76 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 2,395 | 184.78 | 1,589 | 248.25 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 28,602 | 3.60 | 18,971 | 26.47 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5,451 | 0.02 | 3,785 | 28.09 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 250,746 | 3.12 | 166,315 | 26.11 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 21,238 | 14,087 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4,701 | 6.36 | 3,118 | 30.04 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 6,515 | 28.25 | 4,273 | 53.95 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 547 | 29.62 | 363 | 58.77 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2,753 | 24.85 | 1,908 | 57.86 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 19,435 | 75.25 | 12,891 | 114.31 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 1,534 | 15.60 | 1,017 | 41.45 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3,638 | 3.71 | 2,413 | 26.81 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,390 | 7.50 | 922 | 31.53 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 2,704 | 81.84 | 1,794 | 122.46 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,364 | 3.98 | 2,895 | 27.15 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 98 | 68.97 | 65 | 109.68 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 2,778 | 0.11 | 1,843 | 22.39 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 358 | 238 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5,490 | 42.89 | 3,641 | 74.80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 368,188 | 4.92 | 244,212 | 28.30 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,594 | 2,385 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 480 | 29.03 | 324 | 60.70 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 29,160 | 19,341 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5,510 | 22.04 | 3,659 | 49.25 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 659 | 17.05 | 433 | 60.00 | ||||
| 2025-07-16 | 13F | American National Bank | 164 | 173.33 | 109 | 237.50 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 4,083 | 0.42 | 2,215 | -12.42 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,464 | 0.82 | 1,634 | 23.41 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 143,646 | 16.07 | 95,277 | 41.95 | ||||
| 2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 7,452 | 37.26 | 4,943 | 67.87 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,872 | 65.71 | 4,558 | 102.67 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 269 | 236.25 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 24,409 | 10.62 | 16,190 | 35.27 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 13,037 | 5.39 | 8,647 | 28.89 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 1,983 | 112.77 | 1,315 | 160.40 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 1,537 | 0.99 | 1,019 | 23.52 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,326 | 0.15 | 880 | 22.42 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 317 | 210 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,075 | 32.06 | 713 | 40.91 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 274,197 | 4.71 | 181,870 | 28.05 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 819 | 32.95 | 543 | 63.06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 61 | 40 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 24 | 16 | ||||||
| 2025-07-15 | 13F | Define Financial, Llc | 455 | 0.22 | 301 | 27.54 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 751 | 4.89 | 498 | 28.35 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 1,805 | 166.62 | 1 | |||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 709 | 5.19 | 470 | 28.49 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10,910 | 2.91 | 7,236 | 25.84 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 8,016 | 7.97 | 5,317 | 32.04 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2,138 | 7.87 | 1,419 | 31.91 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 3,420 | 1.09 | 2,268 | 23.66 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 369 | 245 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 377 | 250 | ||||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 1,492 | 211.48 | 990 | 281.85 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,570 | 30.38 | 4,358 | 59.42 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 466 | 2.42 | 309 | 25.61 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 536 | 60.48 | 356 | 96.13 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 27,088 | 88.19 | 17,967 | 130.13 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 261 | 4,250.00 | 173 | 5,666.67 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 2,816 | 6.63 | 1,868 | 30.38 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 12 | 8 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 355 | 0 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 15,411 | 10,222 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3,899 | 9.12 | 2,586 | 33.44 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 2,109 | 32.39 | 1,399 | 61.92 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 4,052 | 0.22 | 2,688 | 22.58 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 591 | 34.93 | 392 | 64.98 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 419 | 0.96 | 278 | 23.56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 20,732 | 33.71 | 13,751 | 63.53 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 441 | 0.23 | 292 | 22.69 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 480 | 318 | ||||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 388 | 0.26 | 257 | 22.38 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 644 | 43.11 | 427 | 75.00 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 6,541 | 4.06 | 4,338 | 27.25 | ||||
| 2025-08-14 | 13F | Acas, Llc | 657 | 48.31 | 465 | 87.85 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 12,333 | 0.35 | 8,180 | 22.73 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5,455 | 1.87 | 3,618 | 24.55 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 3,081 | 3.32 | 2,044 | 26.35 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6,192,082 | 1.08 | 4,107,085 | 23.61 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 806 | 112.11 | 534 | 159.22 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 477 | 317 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 1,151 | 22.32 | 763 | 49.61 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4,623 | 30.26 | 3,066 | 59.27 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 9,548 | 115.73 | 6,333 | 163.88 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 1,561 | 0.45 | 1,036 | 22.92 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 391 | 0.26 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 15,780 | 16.23 | 10,467 | 42.14 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,763 | 4.63 | 1,169 | 28.18 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 18,976 | 3,820.66 | 12,586 | 4,703.82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 78,035 | 4.16 | 51,759 | 27.37 | ||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 304 | 202 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 9,161 | 1.38 | 6,076 | 24.00 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 303 | 201 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 3,101 | 8.05 | 2,057 | 32.13 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 183,335 | 11.17 | 121,603 | 35.95 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 22,873 | 3.01 | 15,171 | 25.97 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 764 | 1.06 | 507 | 22.82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156,223 | 15.44 | 104 | 41.10 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 568 | 5.77 | 377 | 29.21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 1,163 | 9.10 | 771 | 33.39 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 19,932 | 7.64 | 13,221 | 31.63 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 837 | 1.21 | 585 | 30.58 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 304 | 202 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7,414 | 5.24 | 5,080 | 27.77 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 1,425 | 3.64 | 945 | 26.85 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 36,902 | 7.62 | 24,476 | 31.61 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 1,175 | 32.17 | 780 | 61.62 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 9 | 6 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 29,382 | 1.89 | 19,489 | 24.60 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 583 | 316 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 1,005 | 5.90 | 1 | |||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 7,087 | 543.69 | 3,487 | 484.09 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 36,230 | 2.88 | 24,031 | 25.80 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 248 | 16.98 | 165 | 43.86 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 1,999 | 1,326 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 133 | 17.70 | 88 | 44.26 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 4,937 | 1.50 | 3,275 | 24.16 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,523 | 366.26 | 4,327 | 470.71 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 92 | 61 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 332 | 220 | ||||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 1,227 | 0.16 | 814 | 22.44 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4,935 | 12.36 | 3,273 | 37.41 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 990 | 0.71 | 656 | 23.08 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 10,837 | 27.27 | 7,188 | 55.65 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6,442 | 6.53 | 4,273 | 30.28 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 36 | 24 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 1,582 | 0.89 | 1,049 | 23.41 | ||||
| 2025-07-31 | 13F | City State Bank | 2,990 | 1.01 | 1,983 | 23.55 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 6,264 | 12.26 | 4,155 | 37.28 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 130,896 | 1.30 | 86,821 | 23.88 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1,254 | 12.57 | 832 | 37.58 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 17,241 | 10.80 | 11,436 | 35.50 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 63,613 | 0.90 | 42,193 | 23.39 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 317 | 210 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 314 | 43.38 | 208 | 76.27 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1,330 | 11.11 | 882 | 35.90 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 11,848 | 7,859 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 5,536 | 0.56 | 3,672 | 23.02 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,052 | 1.48 | 1,361 | 24.18 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 360 | 239 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 505 | 335 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 21,889 | 5.48 | 15 | 27.27 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 4,550 | 9,000.00 | 3 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1,837 | 1.16 | 1,218 | 23.78 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 5,885 | 3,903 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 576 | 7.87 | 382 | 32.18 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 4,563 | 6.64 | 3,027 | 30.43 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 1,931 | 0.05 | 1,281 | 22.47 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7,486 | 6.41 | 4,965 | 30.14 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 465 | 0.22 | 308 | 22.71 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 375 | 249 | ||||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 102,529 | 6.04 | 55,698 | -7.35 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5,147 | 1.28 | 3,414 | 23.88 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2,777 | 84.76 | 2 | |||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 342 | 227 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 839,978 | 6.54 | 557,140 | 30.29 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 1,311 | 29.80 | 870 | 58.87 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 915 | 0.11 | 607 | 22.42 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 468 | 311 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6,186 | 6.49 | 4,104 | 30.25 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1 | 1 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 400 | 265 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 300 | 199 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 306 | 203 | ||||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 1,027 | 0.29 | 681 | 22.52 | ||||
| 2025-07-16 | 13F | Morangie Management LLC | 400 | 265 | ||||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 550 | 365 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 787 | 0.13 | 522 | 22.30 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 12,920 | 10.95 | 8,570 | 35.69 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 9,770 | 2.27 | 6,480 | 25.05 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 3,460 | 0.20 | 2,295 | 22.54 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4,435 | 89.21 | 2,942 | 131.39 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 8,313 | 5,514 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 926 | 27.02 | 614 | 55.44 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,316 | 236.57 | 873 | 311.32 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 598 | 397 | ||||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 1,387 | 0.43 | 920 | 22.70 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1,166,031 | 530 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 2,864 | 110.90 | 1,899 | 158.02 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5,121 | 4.04 | 3,396 | 27.24 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5,778 | 9.62 | 3,833 | 34.03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7,730 | 6.47 | 5,127 | 13.58 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 4,143 | 6.56 | 2,748 | 30.31 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2,335 | 0.17 | 1,549 | 22.47 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 20 | 13 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1,330 | 46.15 | 882 | 78.90 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 1,638 | 49.32 | 1,086 | 82.83 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 779 | 1.30 | 511 | 21.38 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 1,313 | 0.08 | 871 | 22.36 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 2,350 | 23.49 | 1,558 | 50.97 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 1,925 | 0.05 | 1,277 | 22.34 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28,293 | 9.20 | 18,766 | 33.54 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 5,672 | 18.02 | 3,762 | 44.36 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1,402 | 1.59 | 937 | 25.13 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 560 | 11.33 | 371 | 36.40 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,125 | 15.83 | 2,073 | 41.63 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 2,322 | 11.15 | 1,540 | 35.92 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1,117 | 88.36 | 741 | 141.04 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 65,652 | 11.18 | 43,546 | 35.96 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,907 | 5.13 | 1,265 | 28.59 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 12,634 | 5.05 | 8,380 | 29.41 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 6,148 | 30.39 | 4,078 | 59.44 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 634 | 421 | ||||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 113 | 18.95 | 75 | 45.10 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 18,244 | 6.92 | 10 | 0.00 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 2,630 | 33.84 | 1,744 | 70.81 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 697 | 0.14 | 462 | 22.55 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 208 | 17.51 | 138 | 42.71 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 4,972 | 0.04 | 3,298 | 22.34 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 77,371 | 0.89 | 51 | 24.39 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 597 | 396 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 9 | 6 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 984 | 0.41 | 653 | 22.79 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 332 | 220 | ||||||
| 2025-08-08 | 13F | Fiera Capital Corp | 366 | 243 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1,573 | 0.96 | 1,043 | 23.58 | ||||
| 2025-06-30 | NP | NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF | 4,388 | 13.39 | 2,661 | 14.85 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,947 | 3.27 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 34,392 | 0.43 | 22,812 | 22.83 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 2,046 | 0.29 | 1,357 | 22.60 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 75 | 50 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 674 | 0.45 | 447 | 22.80 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 180 | 27.66 | 120 | 56.58 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16,453 | 388.51 | 11 | 900.00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 116,052 | 3.91 | 76,975 | 27.07 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 2,078 | 1,378 | ||||||
| 2025-08-12 | 13F | Private Management Group Inc | 461 | 306 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 528 | 350 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7,959 | 30.03 | 5,279 | 59.02 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 6,713 | 378.13 | 4,453 | 485.02 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 55,354 | 2.41 | 36,715 | 25.23 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 9 | 6 | ||||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 1,172 | 0.09 | 640 | -12.23 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 664 | 0.76 | 441 | 23.25 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,431 | 7.59 | 949 | 31.62 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 427 | 0.47 | 293 | 26.96 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 536 | 0.19 | 355 | 22.41 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 8,264 | 4.42 | 5,481 | 27.70 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 574 | 8.30 | 381 | 32.40 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 629 | 14.36 | 417 | 39.93 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 1,738 | 27.61 | 1,153 | 56.10 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,187 | 422.91 | 1 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 57,834 | 433.18 | 38 | 660.00 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 21,765 | 14,436 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12,939 | 227.82 | 8,582 | 301.03 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 4,162 | 4.23 | 2,761 | 27.48 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 5,649 | 2.88 | 3,747 | 25.79 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 363 | 241 | ||||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 447 | 311 | ||||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 412 | 1.48 | 273 | 24.09 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 574 | 18.60 | 381 | 45.04 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 318 | 211 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 537 | 25.17 | 356 | 53.45 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 66 | 44 | ||||||
| 2025-08-15 | 13F | Orcam Financial Group | 735 | 6.99 | 488 | 30.91 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 16,703 | 2.69 | 11,079 | 22.38 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 76,100 | 3.40 | 50,476 | 26.44 | |||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 557 | 369 | ||||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 17,173 | 8.84 | 11,390 | 33.11 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 52 | 28 | ||||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 337 | 224 | ||||||
| 2025-08-14 | 13F | Bank of Marin | 864 | 573 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,200 | 4.71 | 796 | 28.02 | ||||
| 2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 864 | 115.46 | 1 | |||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 325 | 215 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,206 | 2.30 | 3,453 | 25.07 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 4,139 | 0.88 | 2,745 | 23.37 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 19,927 | 1.11 | 13,376 | 33.14 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 6,973 | 0.03 | 4,625 | 22.33 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 7,622 | 0.12 | 5,055 | 22.43 | ||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 12,283 | 1.24 | 8 | 33.33 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 483 | 14.45 | 320 | 39.74 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 2,358 | 24.56 | 1,564 | 52.34 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 1,592 | 70.27 | 1 | |||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 9,324 | 35.60 | 6,184 | 65.84 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 20 | 1,900.00 | 13 | |||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 2,723 | 5.46 | 1,806 | 28.93 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 66,447 | 2.00 | 44,073 | 24.74 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 527 | 2.13 | 0 | |||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 768 | 0.79 | 509 | 31.87 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25,362 | 19.94 | 16,822 | 46.67 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 4,313 | 3.16 | 2,861 | 26.16 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 5,375 | 0.49 | 3,565 | 22.90 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 1,071 | 3.38 | 710 | 26.56 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 4,565 | 3.99 | 3,028 | 27.13 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 712 | 473 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,662 | 43.15 | 1,103 | 75.20 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3,444 | 36.29 | 2 | 100.00 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 9,702 | 5.32 | 6,435 | 28.78 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 68 | 45 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 962 | 11.60 | 638 | 36.62 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3,321 | 2,203 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 28,264 | 26.82 | 18,747 | 55.09 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 746 | 4.04 | 495 | 27.32 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 186 | 14.11 | 124 | 39.77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,801 | 5.35 | 2,521 | 28.89 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 4,275 | 2,967 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16,551 | 14.27 | 10,978 | 39.75 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 2,186 | 1.25 | 1,185 | -11.70 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 1,511 | 11.43 | 1,002 | 18.86 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,408 | 1,010.64 | 4,914 | 1,086.71 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 3,188 | 217.21 | 2,115 | 287.89 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 850 | 5.59 | 564 | 29.13 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 1,509 | 903 | ||||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 341 | 0 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 3,044 | 6.99 | 2,114 | 37.03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12,274 | 8.90 | 8 | 33.33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,342 | 2,882.22 | 890 | 3,608.33 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 312 | 0 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 342 | 227 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,218 | 53.07 | 1,471 | 87.15 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 3,093 | 2,052 | ||||||
| 2025-08-11 | 13F | Sierra Capital LLC | 7,340 | 14.51 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 9,601 | 841.27 | 6,363 | 1,052.72 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 1,772 | 1,239 | ||||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 3,113 | 22.41 | 2,065 | 49.67 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 321 | 213 | ||||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 22,848 | 6.12 | 15,155 | 29.77 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,303 | 864 | ||||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 516 | 3.20 | 280 | -10.29 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 64,473 | 1.98 | 42,764 | 24.71 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 5,130 | 2.58 | 3,403 | 25.44 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11,765 | 38.64 | 7,804 | 69.56 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 43,030 | 2.90 | 28,576 | 25.83 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 318 | 211 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 411,061 | 1.35 | 272,663 | 23.94 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10,738 | 5.93 | 7,122 | 29.54 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 306 | 205 | ||||||
| 2025-08-07 | 13F | Laffer Investments | 340 | 226 | ||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 1,842 | 1.38 | 1,222 | 23.96 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 5,156 | 5.94 | 3,420 | 29.59 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 6,399 | 23.63 | 4,244 | 51.19 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,657 | 7.48 | 1,762 | 31.30 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 317 | 210 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 10,070 | 5.83 | 6,625 | 28.30 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 975 | 10.54 | 647 | 35.15 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1,631 | 10.05 | 1,082 | 34.62 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 324 | 215 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 5,924 | 3,929 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 570 | 1.24 | 378 | 23.93 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 1,869 | 24.10 | 1,240 | 51.84 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1,512 | 0.40 | 1,003 | 22.79 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 360 | 248 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 33,514 | 2.01 | 22,227 | 24.73 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 16,674 | 4.34 | 11,060 | 27.60 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 5,705 | 0.11 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 688 | 465 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3,386 | 0.83 | 2,246 | 23.28 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 22,746 | 15,087 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 2,548 | 12.20 | 1,690 | 37.21 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10,170 | 2.46 | 6,746 | 25.30 | ||||
| 2025-07-29 | 13F | Creekside Partners | 530 | 2.71 | 351 | 25.36 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 11,270 | 6.81 | 7,475 | 30.64 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 21,286 | 53.34 | 14,119 | 87.51 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 937 | 22.16 | 621 | 49.28 | ||||
| 2025-07-25 | 13F | Summa Corp. | 445 | 295 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 540 | 12.73 | 358 | 38.22 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 3,262 | 103.75 | 2,141 | 146.66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5,253 | 19.55 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 7,242 | 0.36 | 4,803 | 22.74 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 590 | 1.72 | 391 | 24.52 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34,887 | 4.30 | 23,139 | 27.62 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 405 | 269 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 330 | 32.13 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 6,463 | 1.27 | 4,287 | 23.84 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 522 | 346 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 50,866 | 5.44 | 33,738 | 28.94 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 1,371 | 0.07 | 909 | 22.34 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5,640 | 1.22 | 3,741 | 23.79 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 360 | 239 | ||||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 24,141 | 6,170.39 | 16,012 | 7,598.08 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 1,098 | 0.09 | 728 | 22.56 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 318 | 211 | ||||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3,201 | 0.79 | 2,123 | 23.29 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 7,710 | 44.76 | 5,114 | 77.04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 343 | 1.18 | 227 | 24.04 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 406 | 57.98 | 270 | 93.53 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 786 | 2.48 | 521 | 25.24 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 1,405 | 2.78 | 932 | 25.78 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3,555 | 1.69 | 2,358 | 24.38 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 193,722 | 193.43 | 128,492 | 217.54 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 9,650 | 3.55 | 6,400 | 26.63 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7,546 | 40.86 | 5,005 | 72.29 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 88,381 | 5.95 | 58,622 | 29.56 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 323 | 214 | ||||||
| 2025-08-13 | 13F | Shelton Capital Management | 1,132 | 25.78 | 751 | 53.69 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 815 | 541 | ||||||
| 2025-08-08 | 13F | Creative Planning | 140,772 | 5.45 | 93,371 | 28.95 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 990 | 4.21 | 657 | 27.38 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 2,790 | 40.55 | 1,513 | 22.61 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,487,074 | 210,235.79 | 2 | -99.48 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 1,050 | 5.53 | 697 | 29.13 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 359 | 238 | ||||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 46,427 | 5.87 | 31 | 30.43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13,127 | 24.66 | 8,731 | 52.83 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 573 | 0.17 | 394 | 31.33 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 784 | 46.00 | 1 | |||||
| 2025-07-31 | 13F | United Community Bank | 685 | 13.22 | 454 | 38.41 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 308 | 204 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 1,479 | 223.63 | 388 | 57.09 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 2,290 | 18.35 | 1,519 | 44.80 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 960 | 3.23 | 637 | 26.19 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 6,141 | 103.75 | 4,073 | 149.27 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 2,070 | 6.05 | 1,373 | 29.77 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 417 | 12.70 | 276 | 38.00 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 22 | 83.33 | 15 | 133.33 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 209 | 3.98 | 139 | 26.61 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6,062 | 20.11 | 4,021 | 46.88 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 2,408 | 1.43 | 1,597 | 24.01 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 483 | 1.68 | 320 | 24.51 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 510 | 338 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 2,503 | 45.69 | 1,660 | 78.30 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 306 | 212 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 308 | 204 | ||||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 567 | 0.18 | 376 | 22.48 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 29,175 | 19.53 | 19,351 | 46.18 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 1,451 | 17.02 | 963 | 43.15 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 927 | 86.90 | 615 | 129.10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 378,614 | 0.09 | 251,078 | 22.38 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 540 | 358 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 545 | 0.18 | 361 | 22.37 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 13,885 | 0.01 | 9,210 | 22.30 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 711 | 11.27 | 472 | 36.13 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 357 | 237 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4,406 | 67.59 | 2,922 | 104.98 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 621 | 28.04 | 412 | 56.87 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 1,326 | 4.57 | 880 | 27.95 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 5,400 | 8.22 | 3,582 | 32.34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 229,419 | 2.63 | 152 | 25.62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 726,703 | 3.43 | 482,007 | 26.48 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 309 | 205 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 345 | 229 | ||||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 21,580 | 0.05 | 14,314 | 22.34 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 303 | 201 | ||||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 2,687 | 125.99 | 1,782 | 176.71 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 7,530 | 4,994 | ||||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 324 | 215 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 33,328 | 7.77 | 22,151 | 31.77 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 310 | 206 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 10,825 | 63.08 | 7,180 | 99.44 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 399 | 0.76 | 265 | 22.79 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 25,822 | 23.37 | 17,127 | 50.87 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 4,755 | 22.90 | 3,283 | 56.48 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3,058 | 30.24 | 2,029 | 59.31 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 720 | 112.39 | 478 | 160.66 | ||||
| 2025-04-29 | NP | OCIO - ClearShares OCIO ETF | 9,689 | 1.16 | 5,799 | -2.70 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 2,341 | 28.27 | 1,553 | 56.93 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,805 | 6.73 | 5,177 | 30.53 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,612 | 20.97 | 6,376 | 47.95 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1,564 | 143.23 | 1,037 | 197.99 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 3,011 | 1,997 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 54 | 36 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 848 | 7.07 | 563 | 31.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,170 | 158.95 | 1,439 | 216.96 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 15,107 | 2.82 | 8,194 | -10.32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 192,094 | 5.85 | 127,090 | 28.93 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 3,478 | 6.30 | 2,307 | 29.99 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 749 | 0.40 | 497 | 22.77 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 744 | 48.50 | 510 | 88.19 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 72 | 5.88 | 48 | 30.56 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 438 | 291 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 1,584 | 0.38 | 1,050 | 22.66 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 337 | 224 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12,324 | 2.75 | 8,174 | 25.66 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 11,820 | 1.31 | 7,840 | 23.89 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 354 | 235 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,988 | 3.00 | 1,982 | 25.94 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 13,028 | 2.22 | 8,641 | 25.01 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 3,444 | 406.47 | 2,284 | 520.65 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 660,567 | 5.96 | 438,141 | 29.58 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 29,285 | 20.84 | 15,883 | 5.41 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 14,353 | 8.43 | 9,520 | 32.60 | ||||
| 2025-09-03 | 13F | American Trust | 2,624 | 1,741 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 21,842 | 23.82 | 14,488 | 51.43 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 531 | 3.11 | 353 | 26.16 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 266 | 176 | ||||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 11,688 | 0.25 | 8,099 | 23.22 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 20,257 | 2.31 | 13,436 | 25.11 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11,671 | 8.03 | 7,741 | 32.10 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1,616 | 17.70 | 1,072 | 43.95 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 442 | 4.25 | 293 | 26.96 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 754 | 100.00 | 500 | 145.10 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 305 | 202 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 515 | 1.18 | 342 | 23.55 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 1,269 | 18.05 | 842 | 44.25 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 65 | 27.45 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 286 | 7.12 | 190 | 31.25 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 25,504 | 20.13 | 16,916 | 46.92 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 656 | 10.44 | 435 | 35.51 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 20,221 | 13,412 | ||||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 842 | 13.94 | 559 | 39.50 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4,134 | 12.89 | 3 | 100.00 | ||||
| 2025-07-15 | 13F | Maseco Llp | 157 | 104 | ||||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 21 | 14 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 91 | 60 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 363 | 241 | ||||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 40 | 110.53 | 27 | 160.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11,519 | 4.99 | 7,641 | 28.38 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 150 | 120.59 | 100 | 175.00 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 16,153 | 89.23 | 10,712 | 120.41 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 445 | 14.69 | 295 | 40.48 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 903 | 11.48 | 599 | 36.22 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 6,703 | 1.68 | 4,446 | 24.34 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 576 | 382 | ||||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 4,561 | 2.56 | 3,025 | 25.41 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6,087 | 4,038 | ||||||
| 2025-07-11 | 13F | Myecfo, Llc | 906 | 61.50 | 601 | 77.51 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,639 | 51.67 | 1,751 | 85.58 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 1,013 | 101.39 | 672 | 146.69 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 14,156 | 5.90 | 9,389 | 29.50 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 11,136 | 2.66 | 7,386 | 25.55 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 922 | 4.77 | 611 | 28.09 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 65 | 62.50 | 43 | 104.76 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 19,146 | 348.28 | 12,699 | 448.32 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 165 | 768.42 | 109 | 990.00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 8,676 | 6.62 | 5,755 | 30.39 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 8,546 | 371.89 | 5,668 | 477.19 | ||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 5,508 | 119.79 | 4 | 200.00 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 553 | 300 | ||||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 1,990 | 35.56 | 1,320 | 65.70 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 561 | 21.96 | 304 | 5.56 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1,578 | 1.68 | 1,047 | 24.38 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 761 | 0.13 | 505 | 22.33 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3,918 | 1.69 | 2,599 | 24.37 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 11,236 | 15.18 | 7,453 | 40.87 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 1,051 | 697 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 3,314 | 10.06 | 2,198 | 34.60 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 1,651 | 1,095 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17,389 | 27.60 | 11,534 | 56.05 | ||||
| 2025-07-24 | 13F | Eastern Bank | 833 | 15.37 | 553 | 41.18 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 775 | 53.47 | 514 | 88.28 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 360 | 239 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 15,385 | 0.56 | 10,205 | 22.97 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 10,851 | 65.44 | 7,197 | 102.33 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 5,479 | 25.23 | 3,634 | 53.20 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 665 | 14.85 | 441 | 40.89 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,340 | 4.03 | 2,879 | 27.18 | ||||
| 2025-06-27 | NP | GIAX - Nicholas Global Equity and Income ETF | 13,882 | 7,627 | ||||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3,138 | 0.19 | 2,081 | 22.56 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 3,686 | 2 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 629 | 0.16 | 417 | 22.65 | ||||
| 2025-07-18 | 13F | NRI Wealth Management LC | 23,735 | 3.68 | 15,743 | 26.79 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 43,129 | 5,052.81 | 28,607 | 6,214.79 |
