Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF meliputi Exchange Traded Concepts, Llc, Blue Capital, Inc., IIFAX - Voya Balanced Income Portfolio Class ADV, Wealth Advisory Team LLC, Glenmede Investment Management, LP, Aquire Wealth Advisors, LLC, Clarion Wealth Managment Partners, LLC, Arista Wealth Management, LLC, Valpey Financial Services, LLC, SRGAX - Stringer Growth Fund Class A Shares, Spirepoint Private Client, Llc, Hilltop Holdings Inc., Kraft, Davis & Associates, LLC, Waterloo Capital, L.P., Haverford Trust Co, Midwest Trust Co, Brio Consultants, LLC, Trust Point Inc., Olympus Wealth Management, Llc, dan Richmond Investment Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Strategic Wealth Designers | 25 | 3 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 28,510 | 3.41 | 3,113 | 21.70 | ||||
| 2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 19,274 | 2,665.28 | 1,982 | 1,058.48 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 40,045 | 7.78 | 4,373 | 26.83 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16,330 | 0.20 | 1,783 | 17.92 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 36,961 | 4,036 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9,764 | 12.55 | 1,066 | 32.59 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3,897 | 426 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 576,752 | 12.98 | 62,981 | 32.96 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5,235 | 0.02 | 572 | 17.73 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5,046 | 8.17 | 1 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 389 | 42 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,705,989 | 16.84 | 404,694 | 37.51 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 45,476 | 6.72 | 5 | 33.33 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 22,595 | 14.96 | 2,467 | 35.33 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 254,256 | 2.16 | 27,765 | 20.23 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2,472 | 0.12 | 270 | 17.47 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 230,015 | 7.68 | 25,118 | 26.73 | ||||
| 2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 16,642 | 87.64 | 1,711 | 11.84 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2,564 | 280 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 29,078 | 576.08 | 3,175 | 695.74 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 5,352 | 0.07 | 584 | 17.74 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2,288 | 0.09 | 250 | 17.45 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 17,622 | 1,924 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 4,086 | 0.02 | 446 | 17.68 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 14,751 | 39.29 | 1,611 | 63.95 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 749 | 82 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 403 | 2,586.67 | 44 | 4,300.00 | ||||
| 2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 22,196 | 4,944.55 | 2,282 | 2,012.04 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 208,880 | 1.67 | 22,810 | 19.64 | ||||
| 2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 2,509 | 482.13 | 258 | 157.00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 34,781 | 12.41 | 3,798 | 32.33 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 17,817 | 39.00 | 1,946 | 79.59 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2,162,622 | 8.51 | 245,652 | 32.84 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 48,467 | 0.14 | 5,293 | 17.84 | ||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 78,100 | 128.36 | 8,529 | 168.77 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 34,188 | 0.98 | 3,733 | 18.85 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 14 | 2 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 17,013 | 48.40 | 1,858 | 74.69 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 243,398 | 1.45 | 26,579 | 19.39 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21,321 | 367.98 | 2,328 | 451.66 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 4,820 | 8.19 | 526 | 27.36 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 43,319 | 5.96 | 4,730 | 24.70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 444,421 | 15.59 | 48,531 | 36.03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21,410 | 2.18 | 2,338 | 20.22 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 1,920 | 210 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 218,607 | 22.29 | 23,872 | 43.92 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4,438 | 35.55 | 485 | 59.74 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 12,601 | 19.43 | 1,379 | 40.86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 610,534 | 2.59 | 67 | 20.00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 4,240 | 3.67 | 463 | 22.16 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 908 | 0 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 32,457 | 9.73 | 3,544 | 24.18 | ||||
| 2025-07-23 | NP | IRSQX - Voya Target Retirement 2050 Fund Class I | 9,874 | 378.86 | 1,015 | 110.14 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 1,894 | 207 | ||||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 16,216 | 7.39 | 1,771 | 26.34 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 1,972 | 215 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 27,144 | 1.03 | 2,995 | 23.66 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4,057 | 13.42 | 443 | 33.53 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20 | 2 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,489 | 13.03 | 272 | 32.84 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 198,911 | 0.48 | 23 | 22.22 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 2,630 | 287 | ||||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 25,829 | 0.00 | 2,821 | 17.70 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 4,227 | 462 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 3,965 | 18.22 | 433 | 38.91 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 7,625 | 0.09 | 833 | 17.85 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 19,768 | 2,159 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 632 | 0.16 | 69 | 18.97 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 1,931 | 211 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 135,739 | 14,823 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 658 | 1.23 | 72 | 18.33 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1,926 | 210 | ||||||
| 2025-07-23 | NP | VRSAX - Voya Target Retirement 2060 Fund Class I | 5,763 | 453.07 | 592 | 142.62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1,543 | 168 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 2,819 | 308 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 43,811 | 11.54 | 4,784 | 31.28 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2,924 | 1.35 | 319 | 19.48 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,634,511 | 1.16 | 178 | 19.46 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 7,287 | 77.86 | 796 | 109.21 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 12,980 | 158.05 | 1,417 | 204.08 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7,383 | 806 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 844 | 24.48 | 92 | 48.39 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 15,000 | 30.43 | 1,638 | 53.51 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 12,694 | 1,386 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 12,870 | 0.10 | 1,406 | 17.77 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2,462 | 269 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,752 | 265.54 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 115 | 43.75 | 13 | 71.43 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 44,746 | 12.36 | 4,886 | 32.23 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2,745 | 0.04 | 300 | 17.72 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 355,061 | 2.45 | 38,773 | 20.57 | ||||
| 2025-07-23 | NP | IRSVX - Voya Target Retirement 2055 Fund Class I | 13,356 | 6,820.21 | 1,373 | 2,821.28 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2,478 | 271 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 268 | 29 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 567,110 | 18.76 | 61,928 | 39.77 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16,443 | 13.04 | 1,796 | 33.06 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 653,452 | 38.13 | 71,357 | 62.56 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 113,571 | 1,428.96 | 12,402 | 1,699.85 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 43,972 | 33.41 | 4,802 | 57.00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3,249 | 0.37 | 355 | 18.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,283,557 | 1.11 | 358,564 | 18.99 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,322 | 62.56 | 690 | 91.67 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 49,698 | 47.62 | 5,427 | 73.39 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14,613 | 187.66 | 1,596 | 238.64 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 8,545 | 5.79 | 933 | 24.57 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 2,194 | 240 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4,786 | 0.93 | 523 | 18.64 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 838,489 | 1.21 | 77,803 | -9.09 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 370,907 | 4.88 | 40,503 | 23.44 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1,116,575 | 10.29 | 121,930 | 29.80 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 4,095 | 30.41 | 447 | 62.55 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 510,940 | 81.06 | 55,795 | 113.08 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3,081 | 0.82 | 286 | -9.52 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 548,128 | 11.91 | 59,856 | 31.70 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 18,471 | 0.10 | 2,017 | 17.82 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8,055 | 24.13 | 880 | 46.01 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 24 | 3 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2,751 | 59.94 | 300 | 88.68 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 70 | 8 | ||||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 15,266 | 50.00 | 1,667 | 76.59 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7,606 | 6.29 | 831 | 25.00 | ||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 14,972 | 1,752.97 | 1,539 | 677.27 | ||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 113,690 | 17.46 | 12,415 | 38.23 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 89,660 | 3,858.50 | 10 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 20,705 | 33.67 | 2,261 | 57.38 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 1,986 | 217 | ||||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 2,247 | 245 | ||||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 34,228 | 4.00 | 3,738 | 22.40 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 3,180 | 10.53 | 347 | 30.45 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 21,071 | 23.94 | 2,301 | 45.85 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 130,320 | 0.09 | 14,231 | 17.79 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 44 | 5 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 4,630 | 506 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 164,289 | 0.23 | 17,939 | 17.94 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 256 | 28 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 104,527 | 4.97 | 11,414 | 23.54 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 6,154 | 0.13 | 672 | 17.72 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 5,677 | 26.69 | 620 | 49.16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,710,855 | 7.28 | 405,968 | 26.32 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 17,266 | 0.30 | 1,885 | 18.03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,811 | 95.75 | 1,836 | 130.53 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 37,842 | 0.40 | 4,344 | 144,666.67 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 490 | 56 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 131,791 | 3.30 | 14,392 | 21.57 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 50,333 | 14.50 | 5,496 | 34.77 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 19,478 | 282.90 | 2,127 | 304.95 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,312 | 1.82 | 1,017 | 19.81 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 4,349 | 475 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3,509 | 383 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5,534 | 12.02 | 604 | 31.88 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 50,338 | 2.68 | 5,497 | 20.84 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2,001 | 218 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 62,400 | 6,814 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 160,643 | 1.92 | 17,542 | 19.95 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16,976 | 32.08 | 1,967 | 62.08 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 115 | 13 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 675 | 0.15 | 74 | 17.74 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 69,340 | 44.09 | 7,523 | 68.64 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 47,106 | 18.34 | 5,155 | 38.24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 160,618 | 1.96 | 17,540 | 19.99 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 7,844 | 3.07 | 857 | 21.25 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 1,986 | 217 | ||||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 59,385 | 2.54 | 6,485 | 20.68 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 16,008 | 64.32 | 1,748 | 93.58 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 277,102 | 4.93 | 30,260 | 23.49 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 2,217 | 242 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 21,863 | 46.19 | 2,387 | 72.10 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7,269 | 144.75 | 794 | 188.36 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 86,945 | 3.38 | 9,494 | 21.67 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2,621 | 6.29 | 298 | 30.70 | ||||
| 2025-08-14 | 13F | Fmr Llc | 68,600 | 8.98 | 7,491 | 28.27 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 64,215 | 144.05 | 7,012 | 187.49 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 113,690 | 17.46 | 12,288 | 35.50 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5,592 | 270.58 | 611 | 335.71 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 52,161 | 13.43 | 4,840 | 1.87 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4,748 | 518 | ||||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 2,000 | 0 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 10 | 1 | ||||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 56,700 | 9.19 | 6,192 | 28.50 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 442 | 48 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3,047 | 303 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,600 | 175 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 30,399 | 5.85 | 3,320 | 24.59 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 14,068 | 3.76 | 1,536 | 22.10 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 185,756 | 27.76 | 20,329 | 51.79 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4,048 | 421.65 | 442 | 513.89 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8,153 | 0.97 | 890 | 18.83 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 36,082 | 3.25 | 3,940 | 18.11 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,307,001 | 10.67 | 797,925 | 30.24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,323,831 | 120.42 | 143,636 | 157.96 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 109,847 | 20.67 | 11,995 | 42.02 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 61 | 7 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 2,019 | 0.05 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,093 | 5.20 | 338 | 23.90 | ||||
| 2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 11,997 | 1,762.89 | 1,233 | 680.38 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 15,046 | 1.03 | 1,643 | 18.97 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 30,820 | 27.62 | 3,366 | 50.22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 138,161 | 16.75 | 15,087 | 37.40 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7,044 | 0.13 | 769 | 17.94 | ||||
| 2025-08-26 | NP | IIFAX - Voya Balanced Income Portfolio Class ADV | 51,012 | 5,571 | ||||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 13,685 | 1,407 | ||||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 532,343 | 3.28 | 58,132 | 21.54 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5 | 1 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,183 | 31.25 | 566 | 54.37 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 55,286 | 0.50 | 6,300 | 21.97 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,180 | 1,610.14 | 129 | 2,033.33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6,206 | 2.53 | 678 | 20.68 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 3,233 | 0.09 | 353 | 18.06 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11,944 | 20.65 | 1,304 | 42.05 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3,168 | 346 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 29,752 | 800.21 | 3,249 | 961.44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 40,300 | 4,401 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4,531 | 5.49 | 495 | 24.12 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 2,630 | 0.11 | 287 | 18.11 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 2,081 | 227 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 5,424 | 592 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 7,009 | 13.05 | 765 | 33.04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 283,576 | 10.36 | 30,967 | 29.87 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 158 | 17 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 1,452 | 42.49 | 159 | 68.09 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 615 | 9.82 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 341,965 | 7.20 | 37,343 | 26.15 | ||||
| 2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 10,273 | 1,417.43 | 1,056 | 536.14 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 80,946 | 19.75 | 8,839 | 40.93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,492 | 7.07 | 1,036 | 26.03 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1,991 | 217 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 11,440 | 3.49 | 1,249 | 21.85 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 221,820 | 4.72 | 24,223 | 23.24 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 567,604 | 0.32 | 61,982 | 18.06 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,777 | 38.87 | 522 | 63.32 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 3,591 | 15.28 | 392 | 35.64 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 43,320 | 15.22 | 4,731 | 35.61 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 678 | 70 | ||||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 29,498 | 5.50 | 3,221 | 24.17 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 372,847 | 35.10 | 40,715 | 58.99 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 7,421 | 0.88 | 1 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 2,274 | 248 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 200,674 | 2.39 | 21,914 | 20.50 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 73,073 | 3.15 | 7,980 | 21.39 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 45,623 | 0.01 | 4,982 | 17.72 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 13,108 | 5.95 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,980 | 653 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11,697 | 1,277 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 14,964 | 1.77 | 1,634 | 19.79 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 318,222 | 5.61 | 34,750 | 24.29 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,467 | 8,050.00 | 160 | 15,900.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,537 | 33.93 | 386 | 57.55 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 2,813 | 319 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 3,325 | 0.12 | 363 | 17.86 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 101,084 | 94.77 | 11,034 | 129.33 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7,411 | 28.06 | 809 | 50.93 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5,510 | 596 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8,258,535 | 4.28 | 901,832 | 22.72 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1,846 | 202 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27,717 | 51.25 | 3,027 | 76.34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4,607 | 85.99 | 503 | 119.65 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 7,550 | 0.01 | 824 | 17.71 | ||||
| 2025-07-31 | 13F | United Community Bank | 4,277 | 16.95 | 467 | 37.76 | ||||
| 2025-07-02 | 13F | Jacobs & Co/ca | 2,100 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1,962 | 214 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 676 | 550.00 | 74 | 711.11 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 611,791 | 4.64 | 66,808 | 23.14 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54,807 | 5.07 | 5,985 | 23.66 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 49,474 | 9.87 | 5,403 | 29.30 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 10,627 | 6.88 | 1,160 | 25.81 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 22,372 | 155.74 | 2,443 | 201.23 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 583,763 | 150.18 | 63,747 | 194.43 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 25,130 | 0.69 | 2,744 | 18.53 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 4,810 | 525 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 2,020 | 221 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 855,364 | 15.24 | 93,405 | 35.62 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,450 | 3.57 | 158 | 22.48 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 2,156 | 235 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 13,026 | 2.29 | 1,422 | 20.41 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21,254 | 10.32 | 2,321 | 29.83 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 22,231 | 26.08 | 2,428 | 48.35 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 26,116 | 192.16 | 2,852 | 243.91 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 47,309 | 3.36 | 5,166 | 21.67 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 19,091 | 2,085 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 44,213 | 51.23 | 4,828 | 78.02 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,419 | 56.80 | 155 | 85.54 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 3,660 | 0.03 | 400 | 17.70 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17,091 | 147.48 | 1,866 | 191.56 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 9,376 | 20.05 | 1,024 | 41.10 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 9,254 | 1,051 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 98,871 | 18.41 | 10,797 | 39.34 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 44,492 | 4,858 | ||||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 50,617 | 32.80 | 5,527 | 56.31 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1,988 | 217 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,680,954 | 5.75 | 183,560 | 24.46 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 116,007 | 0.66 | 12,668 | 18.46 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 46,297 | 2.08 | 5,056 | 20.13 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4,300 | 470 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG US Equity Index Strategy Fund Class R | 252,487 | 19.19 | 23,802 | 6.69 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 23,789 | 7.42 | 2,598 | 26.44 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 7,871 | 0.51 | 860 | 18.32 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 54,636 | 0.71 | 5,966 | 18.51 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 512,209 | 2.92 | 55,933 | 21.12 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 134,186 | 6.64 | 14,653 | 12.73 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 119,907 | 41.42 | 13,094 | 66.43 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 33,932 | 58.49 | 3,705 | 86.56 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 168,059 | 11.96 | 15,594 | 0.57 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2,404 | 263 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,987,038 | 10.00 | 435,385 | 29.45 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 2,340 | 256 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 36,026 | 0.68 | 3,934 | 18.49 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 12,287 | 1,342 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 11,310 | 31.34 | 1,235 | 54.57 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 2,032 | 222 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27,000 | 10.79 | 2,949 | 30.38 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 249,240 | 5.63 | 27,043 | 23.63 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 936,306 | 15.53 | 102,059 | 35.71 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,281 | 8.10 | 249 | 27.69 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 29,406 | 294.50 | 3,211 | 364.69 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 2,444 | 267 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1,828 | 1.44 | 200 | 19.16 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 19 | 18.75 | 2 | 100.00 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 52,022 | 15.09 | 5,681 | 35.43 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 182,886 | 2.37 | 19,971 | 20.48 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 13,105 | 1,431 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,342,774 | 1.80 | 256 | 19.72 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 3,027 | 11.90 | 331 | 32.00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1,558 | 155.41 | 170 | 18.06 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 222,827 | 1.42 | 24,333 | 19.36 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 19,886 | 2.75 | 2,255 | 25.63 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 73,216 | 5.55 | 6,794 | -5.19 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 498,485 | 0.05 | 54,435 | 17.74 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 13,629 | 46.98 | 1,488 | 73.02 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,788,802 | 3.15 | 522,937 | 21.39 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40,066 | 5.86 | 4,375 | 24.57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,052 | 224 | ||||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 749 | 82 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 26,765 | 26.00 | 2,923 | 48.25 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,489 | 62.91 | 163 | 92.86 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 66,722 | 9.89 | 7,286 | 29.32 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 32,530 | 28.88 | 3,018 | 15.77 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 1,972 | 215 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 11,369 | 1.64 | 1,241 | 19.67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 36,407,608 | 1.73 | 3,975,711 | 19.72 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 408,214 | 1.02 | 44,577 | 18.88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7,375 | 39.39 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 119,037 | 12.80 | 12,999 | 32.75 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2,820 | 320 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 1,272,901 | 1.46 | 139,001 | 19.41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29,765 | 51.55 | 3,250 | 78.38 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 1,920 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 473,947 | 8.13 | 51,755 | 27.25 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 102,747 | 58.02 | 11,220 | 85.98 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 23,603 | 2,577 | ||||||
| 2025-08-27 | NP | XCOR - FundX ETF | 201,030 | 5.82 | 21,952 | 24.53 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17,273 | 15.60 | 1,886 | 36.08 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,307 | 9.01 | 143 | 15.45 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 9,168 | 0.03 | 1,001 | 16.67 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 21,706 | 5.47 | 2 | 100.00 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 6,375 | 1.08 | 696 | 18.97 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 28,896 | 3.23 | 3,155 | 21.49 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 499 | 0.20 | 54 | 17.39 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 2 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9,161 | 83.81 | 1,000 | 116.45 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 50 | 5 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2,814 | 1.96 | 307 | 19.92 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 15,753 | 1,720 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 326,178 | 80.29 | 35,619 | 112.18 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 701 | 1,530.23 | 72 | 2,300.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 661,079 | 7.09 | 72,190 | 26.03 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 77,023 | 5.05 | 8,411 | 23.62 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2,696 | 294 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 2,101 | 229 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 126 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 346,693 | 22.00 | 37,859 | 43.58 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 7,516 | 821 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 10,012 | 14.61 | 1,093 | 34.94 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 317,943 | 0.17 | 34,719 | 17.88 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 2,322 | 0.13 | 254 | 17.67 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 114,894 | 7.31 | 12,546 | 26.29 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 212,343 | 7.36 | 23 | 27.78 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2,024 | 221 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 372 | 1,671.43 | 40 | 3,900.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23,922 | 0.75 | 2,612 | 6.53 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 3,123 | 0.06 | 341 | 17.99 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2,540 | 0.08 | 277 | 17.87 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9,215 | 7.05 | 1,006 | 26.07 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 629,957 | 3.26 | 68,791 | 21.53 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 37,180 | 199.72 | 4,060 | 252.74 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5,741 | 1.25 | 627 | 19.01 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 116,529 | 8.22 | 13,189 | 30.45 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 89,566 | 2.59 | 9,781 | 20.73 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6,018 | 5.25 | 657 | 23.96 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 17,166 | 248.97 | 1,875 | 310.96 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 61,413 | 12.83 | 6,706 | 32.79 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 5,197 | 1.37 | 568 | 19.37 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 4,380 | 478 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 206,749 | 772.98 | 22,577 | 927.63 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 39,123 | 5.20 | 4,272 | 23.83 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 134,155 | 4.83 | 14,650 | 23.37 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7,070 | 772 | ||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 2,000 | 218 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 14,708 | 0.01 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 97,859 | 85.07 | 10,686 | 117.81 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 69,670 | 16.05 | 7,608 | 36.57 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 15,487 | 3.76 | 1,691 | 22.18 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 59,127 | 23.44 | 6,457 | 45.27 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 7,524 | 2.77 | 822 | 20.91 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 428 | 47 | ||||||
| 2025-08-12 | 13F | MWA Asset Management | 3,025 | 17.57 | 330 | 38.66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 189,374 | 19.16 | 21 | 42.86 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 3,659 | 0.05 | 400 | 17.70 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 639,855 | 32.59 | 69,872 | 56.04 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 153,534 | 1.81 | 16,766 | 19.82 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 297,633 | 0.08 | 32,502 | 17.78 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 67,477 | 316.01 | 7,368 | 389.57 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,554 | 32.96 | 388 | 56.45 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 2,108 | 230 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 58,754 | 6.26 | 6,416 | 25.05 | ||||
| 2025-08-07 | 13F | Commerce Bank | 407,454 | 4.01 | 44,494 | 22.40 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 172,043 | 12.65 | 18,787 | 19.09 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 205,610 | 601.33 | 22,453 | 725.44 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,091 | 0.23 | 2,412 | 17.95 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4,199 | 459 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 4,804 | 33.85 | 525 | 57.83 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 35,836 | 0.12 | 3,913 | 17.83 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13,201 | 0.26 | 1,442 | 18.11 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 26,939 | 45.67 | 2,500 | 30.84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3,625 | 9.92 | 396 | 29.08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,964,281 | 9.27 | 432,899 | 28.60 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 511,447 | 3.35 | 55,850 | 21.63 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 25,362 | 387.08 | 2,353 | 539.40 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7,687 | 0.04 | 840 | 17.67 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 10,056 | 21.82 | 1 |
