Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF meliputi Kingstone Capital Partners Texas, LLC, Stenger Family Office, LLC, PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I, AA Financial Advisors, LLC, Ethos Financial Group, LLC, Conning Inc., Focused Wealth Management, Inc, Seamount Financial Group Inc, Gutierrez Wealth Advisory, LLC, RKL Wealth Management LLC, Iams Wealth Management, Llc, Glenmede Investment Management, LP, Benjamin Edwards Inc, Childress Capital Advisors, Llc, Gateway Wealth Partners, LLC, ABLE Financial Group, LLC, Summa Corp., Invesco Ltd., W Advisors, Llc, dan Founders Grove Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 725 | 287 | ||||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 38,668 | 2.19 | 15,334 | 21.13 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 76 | 30 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 686 | 272 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 953 | 14.96 | 378 | 36.10 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,863 | 3.96 | 739 | 23.21 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 33,898 | 30.20 | 13,442 | 41.04 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 10,183 | 2.80 | 4,038 | 21.85 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 10,014 | 19.40 | 3,971 | 41.53 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 263 | 4,283.33 | 104 | 5,100.00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3,150 | 18.87 | 1,249 | 40.97 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,966 | 39,560.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3,179 | 26.15 | 1,261 | 49.64 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 84 | 1.20 | 34 | 17.86 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 1,065 | 4.41 | 422 | 23.75 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 1,797 | 180.78 | 713 | 232.71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 889 | 353 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 762 | 5.98 | 302 | 25.42 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,870 | 742 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 | 2 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 3,664 | 0.94 | 1,453 | 19.60 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 1,017 | 403 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 77 | 31 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33,573 | 30.55 | 13,265 | 54.59 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 3,752 | 382.88 | 1,482 | 472.20 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 4,472 | 31.53 | 1,773 | 55.94 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 39,932 | 1.95 | 15,835 | 20.86 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2,969 | 1,178 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 143 | 57 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3,988 | 6.09 | 1,581 | 25.78 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1,839 | 1.66 | 729 | 20.50 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 5,140 | 4.05 | 2 | 100.00 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 560 | 222 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 1,750,577 | 55,403.39 | 154,051 | 14,515.84 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 996 | 395 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4,500 | 1,784 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,381 | 6.15 | 548 | 25.75 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 2,690 | 1,067 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 658 | 3.46 | 261 | 23.11 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 18,726 | 7,426 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 177,341 | 0.05 | 70,323 | 18.61 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 813 | 0.12 | 322 | 18.82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1,227 | 40.23 | 487 | 66.44 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2,243,714 | 638 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 465 | 184 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 4,022 | 0.02 | 1,595 | 18.59 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,633 | 36.65 | 648 | 62.16 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1,886 | 12.93 | 748 | 33.87 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 985 | 0 | ||||||
| 2025-08-12 | 13F | Prudential Financial Inc | 33,700 | 12,580 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3,213 | 0.12 | 1,274 | 18.73 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,222 | 5.53 | 485 | 25.06 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 2,578 | 39.96 | 1,022 | 65.91 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3,431 | 4.51 | 1,361 | 23.86 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 283 | 103 | ||||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 92,643 | 4.17 | 36,736 | 23.50 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 23 | 43.75 | 9 | 80.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68,698 | 11.82 | 27,242 | 32.57 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 14,039 | 0.83 | 5,567 | 19.54 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 47 | 6.82 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 522 | 207 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,070 | 59.70 | 424 | 90.13 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1,679 | 13.29 | 666 | 34.34 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 521 | 207 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 8,000 | 4,838.27 | 3,172 | 5,774.07 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 1,016 | 403 | ||||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 106,652 | 2.63 | 42,292 | 21.68 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 160,277 | 1.20 | 63,556 | 19.97 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 582 | 0.17 | 231 | 32.95 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2,004 | 13.61 | 795 | 34.58 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 357 | 340.74 | 142 | 422.22 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 800 | 317 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 7,484 | 7.70 | 2,968 | 27.67 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 6,200 | 1.64 | 2,459 | 20.49 | |||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 4,373 | 1,734 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,680 | 28.74 | 666 | 52.75 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 137 | 29.25 | 54 | 54.29 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 2,795 | 0.14 | 1,108 | 18.76 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 11,990 | 46.45 | 4,755 | 73.63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 124,782 | 13.63 | 49,481 | 34.72 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 85,811 | 1.63 | 34,028 | 20.49 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 128 | 51 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 196,190 | 14.79 | 77,797 | 36.09 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10,247 | 4.17 | 4,063 | 23.50 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1,875 | 3.42 | 744 | 22.61 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 5,996 | 4.24 | 2,378 | 23.61 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 206,087 | 12.59 | 81,722 | 33.49 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16,490 | 5.81 | 6,539 | 25.44 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1,965 | 44.27 | 779 | 89.08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,179 | 3.54 | 1,657 | 22.65 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 2,206 | 1.85 | 875 | 20.72 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6,213 | 27.19 | 2,464 | 50.73 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 1,324 | 1.07 | 525 | 19.63 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 532 | 211 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,306 | 7.76 | 518 | 27.65 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 548 | 217 | ||||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 693 | 0.14 | 275 | 18.61 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 578 | 229 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,978 | 22.73 | 1,974 | 45.50 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 44,532 | 61.29 | 17,659 | 91.24 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,836 | 0.99 | 2,314 | 19.77 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5,917 | 11.24 | 2,347 | 31.93 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 771 | 25.37 | 306 | 48.78 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1,479 | 6.17 | 586 | 26.02 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 322,080 | 10.48 | 127,717 | 30.98 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 10,607 | 8.50 | 4,206 | 28.66 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 923 | 365 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 13 | 0 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,103 | 14.06 | 437 | 35.29 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 540 | 214 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 110 | 120.00 | 44 | 168.75 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2,195 | 17.57 | 870 | 39.42 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 | 100.00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 36,120 | 36.24 | 14 | 75.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3,314 | 38.20 | 1,314 | 63.84 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2,902 | 0.48 | 1,151 | 19.17 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 718 | 285 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 759 | 15.70 | 301 | 36.99 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 548 | 217 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 50 | 20 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 104,876 | 1,688.47 | 41,588 | 2,020.70 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 770 | 305 | ||||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 729 | 2.68 | 289 | 21.94 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 520 | 206 | ||||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 7,277 | 3.12 | 2,886 | 22.25 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7,987 | 3,167 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 180 | 71 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16,506 | 1.98 | 6,554 | 21.06 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 109 | 49.32 | 43 | 79.17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32,038 | 10.19 | 13 | 33.33 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 225 | 61.87 | 89 | 93.48 | ||||
| 2025-08-27 | NP | PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I | 33,700 | 13,363 | ||||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 811 | 0.62 | 322 | 19.33 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 1,555 | 0.13 | 617 | 18.69 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 199 | 1.53 | 79 | 20.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3,070 | 26.96 | 1,217 | 50.43 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 4,290 | 37.24 | 1,701 | 62.78 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 244 | 2.09 | 97 | 21.52 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 582 | 231 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 522 | 3.37 | 207 | 23.21 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1,451 | 575 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 | 25.00 | 10 | 50.00 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 1,484 | 588 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4,600 | 30.42 | 1,824 | 54.71 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 529 | 210 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,109 | 689.89 | 836 | 839.33 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 586 | 233 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,032 | 362.78 | 409 | 452.70 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 987 | 391 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 3,881 | 10.10 | 1,539 | 30.53 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 813 | 8.69 | 322 | 28.80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 40,886 | 7.23 | 16,213 | 27.13 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 750 | 256 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2,287 | 0.04 | 907 | 18.59 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 25 | 10 | ||||||
| 2025-07-24 | 13F | Conning Inc. | 15,359 | 6,090 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 25,175 | 390.07 | 9,983 | 481.02 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 7,736 | 3,068 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 640 | 0.16 | 254 | 18.78 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1,269 | 0.48 | 503 | 19.19 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 192,781 | 12,635 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 1,597 | 4.11 | 633 | 23.39 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 19,819 | 0.02 | 7,859 | 18.56 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9,768 | 35.89 | 3,873 | 62.14 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 1,202 | 1.35 | 477 | 20.20 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,799 | 60.77 | 1,110 | 90.55 | ||||
| 2025-08-12 | 13F | Bokf, Na | 101 | 40 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,429 | 20.52 | 1,756 | 42.88 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 766,213 | 1.99 | 303,835 | 20.91 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26,409 | 12.37 | 10,472 | 33.23 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 162 | 0 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 55,483 | 3.10 | 22,001 | 22.23 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 1,105 | 9.41 | 438 | 29.97 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 254,861 | 6.71 | 101,063 | 26.50 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 797 | 316 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,645 | 0.18 | 2,238 | 18.79 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 880 | 0.11 | 362 | 23.21 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,577 | 1.34 | 1,022 | 20.12 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 3,903 | 4.72 | 1,576 | 26.38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,712 | 2.24 | 3,851 | 21.21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 136,862 | 8.39 | 54,272 | 28.50 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4,671 | 1.50 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 3,434 | 0.64 | 1,362 | 19.28 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 14,882 | 4.02 | 5,901 | 23.32 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 1,946 | 140.54 | 795 | 175.09 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 26,919 | 20.75 | 10,676 | 43.15 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2,484 | 0.04 | 985 | 18.55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 588,312 | 7.04 | 233,289 | 26.90 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 500 | 205 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 95 | 38 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 1,089 | 0.09 | 432 | 18.73 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1,708 | 30.18 | 677 | 54.57 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 916 | 0.55 | 363 | 19.41 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 14 | 6 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 1,964 | 2.88 | 779 | 21.94 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 5 | 2 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 140 | 68.67 | 56 | 103.70 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 23 | 9 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 76 | 13.43 | 30 | 36.36 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 60 | 24 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 1,452 | 576 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 38 | 660.00 | 15 | 1,400.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 293 | 46.50 | 116 | 75.76 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 132,618 | 7.93 | 52,588 | 27.96 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 45 | 18 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 36 | 14 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1,662 | 659 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 629 | 250 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17,292 | 1.54 | 6,857 | 20.39 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 188,768 | 15.11 | 75,019 | 36.49 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 588 | 0 | ||||||
| 2025-07-25 | 13F | waypoint wealth counsel | 642 | 1.58 | 255 | 20.38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 13,198 | 12.67 | 5,234 | 33.60 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,258 | 499 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10,099 | 18.52 | 4,005 | 40.49 | ||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 590 | 234 | ||||||
| 2025-05-27 | NP | XCOR - FundX ETF | 17,890 | 6.53 | 5,984 | -2.67 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 2,369 | 940 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 4,592 | 0.57 | 1,821 | 19.19 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 62,580 | 1.39 | 24,816 | 15.96 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,311 | 7.03 | 1,710 | 26.87 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 903 | 29.93 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 1,551 | 46.18 | 615 | 73.73 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 19 | 7 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7,604 | 0.18 | 2,543 | -8.46 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 398 | 132.75 | 158 | 175.44 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 2,033 | 806 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7,296 | 55.96 | 2,893 | 84.97 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 25,943 | 88.33 | 10,288 | 123.29 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 579 | 230 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3,334 | 1,322 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 592,989 | 3.79 | 235,144 | 23.04 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,172 | 0.26 | 465 | 18.67 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2,125 | 0.19 | 849 | 29.22 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 1,770 | 0.63 | 702 | 19.39 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 55,642 | 23.85 | 22,064 | 46.83 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 60 | 0 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1,218 | 4.64 | 483 | 24.16 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1,525 | 2.90 | 627 | 26.46 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 876 | 31.33 | 347 | 55.61 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 21,303 | 8,447 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,124 | 17.22 | 842 | 39.40 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 206 | 5.10 | 82 | 24.62 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 2,269 | 0.09 | 919 | 17.52 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 142 | 56 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 23,100 | 99.14 | 9,160 | 136.14 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 5,000 | 61.29 | 1,983 | 91.31 | |||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 94,042 | 7.02 | 37 | 27.59 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 71,112 | 5.63 | 28,199 | 25.22 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 899 | 0.33 | 356 | 19.06 | ||||
| 2025-08-08 | 13F | Creative Planning | 18,737 | 13.91 | 7,430 | 35.07 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 557 | 221 | ||||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 806 | 12.89 | 320 | 34.03 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2,057 | 5.54 | 816 | 25.35 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2,809 | 1.33 | 1,114 | 20.06 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 20,304 | 8,068 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 1,736 | 3.27 | 688 | 22.42 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 963 | 383 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 1,126 | 0.09 | 377 | -10.90 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 545 | 216 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 3,827 | 41.64 | 1,518 | 68.00 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 32,790 | 3.48 | 13,002 | 22.68 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 53,662 | 0.02 | 21,279 | 18.57 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 55,035 | 7.53 | 21,824 | 27.48 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 509 | 202 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 505 | 200 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 131 | 52 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 600 | 3.45 | 238 | 12.26 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 92,247 | 8.01 | 36,580 | 28.05 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 851 | 0.71 | 351 | 24.11 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 706 | 0.14 | 280 | 19.15 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 200,200 | 332.40 | 79,387 | 412.64 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 3,100 | 1,229 | ||||||
| 2025-08-12 | 13F | MWA Asset Management | 1,457 | 25.82 | 578 | 49.10 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 861 | 1.53 | 341 | 20.49 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 515 | 204 | ||||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 811 | 0.12 | 271 | -8.78 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 8,034 | 13.52 | 3,186 | 34.56 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 509 | 202 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3,032 | 349.19 | 1,202 | 434.22 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 612 | 0.16 | 243 | 14.69 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3,560 | 13.45 | ||||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 1,710 | 38.35 | 678 | 64.16 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 22 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1,796 | 70.24 | 712 | 102.27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,179 | 1.76 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 672 | 0.15 | 267 | 18.75 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 2,150 | 853 | ||||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3,587 | 0.87 | 1,422 | 19.60 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 1,352 | 536 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 599 | 0.67 | 238 | 19.10 | ||||
| 2025-08-07 | 13F | Laffer Investments | 657 | 261 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 5,243 | 2,079 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 3,066 | 9.89 | 1,216 | 30.23 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 2 | 100.00 | 1 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5,795 | 35.37 | 2,420 | 65.64 | ||||
| 2025-07-25 | 13F | Summa Corp. | 1,287 | 510 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1,922 | 2.67 | 762 | 21.34 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 697 | 7.73 | 284 | 26.22 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 1,284 | 13.23 | 509 | 34.30 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33,337 | 8.38 | 13,219 | 28.50 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3,550 | 435.44 | 1,408 | 536.65 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 631 | 2.27 | 250 | 21.36 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 1 | 0 | ||||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 11,996 | 2.97 | 4,757 | 22.10 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 8,978 | 0.10 | 3,560 | 18.71 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1,963,338 | 6,689.09 | 2,852 | 10,082.14 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,262 | 500 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 1,692 | 13.79 | 671 | 34.81 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 3,251 | 42.28 | 1,289 | 68.72 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 10 | 4 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 843 | 334 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 100 | 40 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 575 | 227 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10,858 | 4.75 | 4,306 | 24.17 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 971 | 66.27 | 385 | 97.44 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 248 | 98 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 453 | 76.26 | 180 | 110.59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 517,669 | 4.57 | 205,276 | 23.98 | ||||
| 2025-08-14 | 13F | Fmr Llc | 19,952 | 2.21 | 7,912 | 21.17 | ||||
| 2025-07-18 | 13F | NRI Wealth Management LC | 1,316 | 12.48 | 522 | 33.25 |
