Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Index Funds - Vanguard Mid-Cap Growth ETF meliputi Midwest Trust Co, Gladwyn Financial Advisors, Inc., TBFG - The Brinsmere Fund - Growth ETF, TBFC - The Brinsmere Fund - Conservative ETF, rebel Financial LLC, Ballast, Inc., J Hagan Capital, Inc., Tower View Investment Management & Research LLC, Tidal Trust II - Tactical Advantage ETF, Anchor Pointe Wealth Management, LLC, Forefront Analytics, LLC, Summit Wealth Group Llc / Co, Pennsylvania Capital Management Inc /adv, Oxinas Partners Wealth Management LLC, Maridea Wealth Management LLC, Sapient Capital Llc, Vance Wealth, Inc., ORG Partners LLC, Nova Wealth Management, Inc., dan Quantinno Capital Management LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Baring Financial LLC | 14,103 | 4.97 | 4,011 | 22.03 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 464 | 132 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,035 | 3.51 | 579 | 20.42 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 83,918 | 1.47 | 24 | 15.00 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 11,527 | 8.75 | 3,278 | 26.42 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 22,119 | 601.74 | 1,006 | 30.48 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 6,730 | 1,716 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 2,050 | 17.08 | 583 | 36.21 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 15,824 | 0.49 | 4,500 | 16.82 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 31,117 | 5.24 | 8,849 | 126,314.29 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3,842 | 2.24 | 1,093 | 18.82 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 48,897 | 64.24 | 13,906 | 90.92 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 | 4,017 | 25.02 | 983 | 57.12 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,188 | 33.50 | 907 | 55.14 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 1,676 | 5.01 | 477 | 16.38 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 9,427 | 0.17 | 2,681 | 16.46 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 10,743 | 3,055 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1,340 | 28.85 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 70,442 | 76.71 | 20 | 122.22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 644 | 5.57 | 183 | 22.82 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 29,894 | 12.16 | 9 | 33.33 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 1,111 | 316 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 26,595 | 126.22 | 7,563 | 162.97 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13,471 | 0.02 | 3,837 | 16.48 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 23,576 | 0.02 | 6,705 | 16.27 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 2,592 | 0.70 | 1 | |||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 18,477 | 130.24 | 5,255 | 167.65 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12,276 | 25.12 | 3,491 | 44.79 | ||||
| 2025-08-14 | 13F | Betterment LLC | 82,993 | 4.04 | 24 | 21.05 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 42,027 | 34.88 | 11,952 | 56.81 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 5,709 | 0.39 | 1,624 | 16.68 | ||||
| 2025-07-18 | 13F | Sicart Associates LLC | 965 | 274 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,603 | 18.04 | 456 | 37.05 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 889 | 253 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 22,346 | 12.21 | 6,355 | 47.55 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 891 | 0.56 | 253 | 17.13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,219 | 629 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,276 | 10.39 | 2,923 | 28.33 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6,796 | 53.48 | 1,933 | 78.39 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 29,216 | 3.73 | 8,309 | 20.58 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 13 | 3 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 2,835 | 0.14 | 806 | 16.47 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8,141 | 3.59 | 2,315 | 20.45 | ||||
| 2025-08-12 | 13F | Bokf, Na | 31,237 | 17.77 | 8,883 | 36.91 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 501 | 118.78 | 142 | 153.57 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 4,625 | 88.01 | 1,315 | 118.80 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 186,310 | 2.86 | 52,985 | 19.58 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 45,382 | 1.74 | 12,906 | 18.05 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 2,806 | 0.36 | 798 | 16.52 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 2,717 | 146.11 | 773 | 175.71 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 24,086 | 5.06 | 6,850 | 22.13 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 6,952 | 2.86 | 1,977 | 19.60 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,661 | 14.40 | 2,463 | 32.94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30,326 | 31.36 | 8,624 | 52.72 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5,340 | 0.36 | 1,519 | 16.68 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1,161 | 2.29 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 11,308 | 5.51 | 3,243 | 29.88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 391,079 | 5.21 | 111,219 | 22.31 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 14,169 | 0.51 | 4,029 | 16.85 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1,423 | 0.57 | 405 | 16.76 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12,432 | 5.71 | 3,536 | 22.87 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,166 | 92.73 | 332 | 123.65 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 6,235 | 1,773 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 7,169 | 24.42 | 2,072 | 46.98 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3,379 | 2.33 | 961 | 19.08 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,381 | 2.80 | 962 | 19.53 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 5,526 | 168.64 | 1,571 | 212.33 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 4,873 | 0.41 | 1,386 | 16.68 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 210 | 54.41 | 60 | 78.79 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9,667 | 978.91 | 2,749 | 1,155.25 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 173,203 | 10.07 | 49,257 | 27.95 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,360 | 956 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5,698 | 1.51 | 1,595 | 16.17 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3,262 | 7.37 | 928 | 24.76 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31,342 | 1.68 | 8,913 | 18.21 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 528 | 252.00 | 150 | 316.67 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 817 | 232 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2,038 | 9.81 | 580 | 27.53 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 70,209 | 19,967 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 39,004 | 8.53 | 11,092 | 26.16 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 114 | 33 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 10,303 | 0.20 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 1,139 | 324 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 7,701 | 1.10 | 2,190 | 17.55 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 13,400 | 77.65 | 3,811 | 99.06 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 1,156 | 329 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 178 | 71.15 | 51 | 100.00 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 8,445 | 4.22 | 2,402 | 21.14 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,613 | 1,596 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 15 | 4 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 38,625 | 27.70 | 10,985 | 48.39 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 60,970 | 466.64 | 17,339 | 558.78 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3,756 | 32.53 | 1,079 | 51.62 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 750 | 213 | ||||||
| 2025-07-21 | 13F | Hilltop National Bank | 5,492 | 2.64 | 1,562 | 15.03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 75,190 | 3.47 | 21,383 | 20.29 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 1,303 | 0.85 | 371 | 17.09 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 16,280 | 0.26 | 4,630 | 16.54 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 111,205 | 634.22 | 31,644 | 754.06 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9,993 | 2.52 | 2,846 | 19.38 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 753 | 214 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 1,359 | 387 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14,111 | 88.05 | 4,013 | 118.69 | ||||
| 2025-04-16 | 13F | Signature Resources Capital Management, LLC | 0 | 0 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 132,183 | 12.71 | 37,592 | 31.02 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1,727 | 80.84 | 491 | 118.22 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 22,479 | 1.63 | 6,393 | 18.13 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 960 | 273 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1,964 | 69.75 | 559 | 97.17 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4,591 | 1,306 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 735 | 209 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 65,148 | 2.02 | 18,528 | 18.60 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 590 | 0.51 | 168 | 16.78 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10,205 | 3.21 | 2,902 | 19.97 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 19,440 | 0.02 | 5,528 | 16.28 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 8,866 | 32.59 | 2,262 | 38.29 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 1,855 | 0.49 | 528 | 16.85 | ||||
| 2025-08-14 | 13F | Bank of Marin | 2,367 | 673 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 37,736 | 120.99 | 10,749 | 157.34 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 8,918 | 9.61 | 2,536 | 27.44 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 22,891 | 11.35 | 6,510 | 29.43 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 996 | 283 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 228 | 65 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5,324 | 5.03 | 1,514 | 22.10 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 3,428 | 975 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 800 | 226 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 716 | 204 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 4,918 | 0.78 | 1,399 | 13.66 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,650 | 23.60 | 469 | 43.87 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 3,918 | 2.08 | 1,114 | 18.76 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 18,493 | 1.93 | 5,259 | 18.50 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 20,074 | 5.27 | 6 | 25.00 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 7,568 | 5.13 | 2,152 | 22.20 | ||||
| 2025-05-29 | NP | JACFX - John Hancock Mid Cap Growth Fund Class NAV | 108,645 | 26,579 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 870 | 247 | ||||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 10,079 | 2,558 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 19,116 | 3.35 | 5,436 | 20.16 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 248 | 115.65 | 71 | 150.00 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 22,659 | 11.71 | 6,444 | 29.89 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2,962 | 58.31 | 842 | 84.25 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 19,299 | 4.90 | 5,497 | 22.13 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 714 | 203 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,380 | 392 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 24,676 | 1.31 | 7,018 | 17.77 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 921 | 262 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 981 | 279 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 22,547 | 6,412 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 29,003 | 0.26 | 8,248 | 16.55 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 445 | 48.83 | 127 | 72.60 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 734 | 209 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 331 | 9.60 | 94 | 28.77 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 789 | 348.30 | 224 | 420.93 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 7,459 | 153.28 | 2,121 | 194.58 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 185 | 53 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 176,802 | 2.02 | 50,280 | 18.60 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 8,389 | 28.08 | 2,424 | 50.37 | ||||
| 2025-08-14 | 13F | Fmr Llc | 252,660 | 0.19 | 71,854 | 16.47 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 46,921 | 1.13 | 13,344 | 17.56 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2,164 | 12.77 | 616 | 31.13 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 25,711 | 4.64 | 7,312 | 21.63 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 4,289 | 19.24 | 1,220 | 38.68 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 6,001 | 23.45 | 1,707 | 43.48 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 352 | 172.87 | 100 | 222.58 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 4,232 | 22.31 | 1,204 | 42.20 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 9,388 | 3.48 | 2,670 | 20.28 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 391 | 111 | ||||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 1,311 | 0.92 | 373 | 17.30 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 33,065 | 1.58 | 9,520 | 19.54 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 55,201 | 2.86 | 15,699 | 19.58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 114,342 | 15.35 | 32,536 | 34.09 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 845 | 240 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 24,675 | 17.76 | 7,017 | 36.89 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 51,291 | 9.27 | 14,611 | 27.25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 465,109 | 1.46 | 132,278 | 17.95 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7,693 | 66.52 | 2,189 | 102.03 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1,232 | 21.86 | 350 | 42.28 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,751 | 36.08 | 2,204 | 58.22 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 12,973 | 22.43 | 3,689 | 47.68 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1,064 | 1.04 | 303 | 17.51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 33,279 | 8.52 | 9,465 | 26.15 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 767,631 | 6.08 | 216,764 | 22.71 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 717 | 204 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4,063 | 3.81 | 1,156 | 20.69 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,567 | 8.09 | 8,977 | 25.66 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5,268 | 26.94 | 1,498 | 47.59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 228 | 65 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 2,354 | 10.41 | 669 | 28.41 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7,176 | 14.63 | 2,041 | 33.25 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6,691 | 3.98 | 1,903 | 20.84 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 103,948 | 0.92 | 29,562 | 17.31 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 874 | 3.68 | 249 | 20.39 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6,123 | 7.44 | 1,741 | 24.89 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 10,743 | 0.08 | 3,055 | 16.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 743,504 | 10.29 | 211,445 | 28.21 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 2,200 | 0.41 | 626 | 16.60 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 2,542 | 30.76 | 723 | 46.45 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 41,168 | 0.96 | 12 | 22.22 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 55,972 | 3.17 | 15,918 | 19.94 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 17 | 4 | ||||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 28,309 | 1.16 | 8,051 | 17.60 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 1,863 | 11.62 | 531 | 29.58 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 44,857 | 0.91 | 12,776 | 17.49 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 3,761 | 31.46 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,611 | 2.53 | 1,027 | 19.16 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10,101 | 30.32 | 2,873 | 46.08 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,393 | 15.22 | 396 | 34.24 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 48 | 14 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 28,703 | 35.39 | 8,163 | 63.31 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 934 | 266 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 101,136 | 6.65 | 28,762 | 23.98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,492,450 | 4.66 | 424,438 | 21.67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 592 | 11.93 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2,645 | 5.34 | 752 | 22.48 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 1,221 | 0.08 | 347 | 16.44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3,148 | 19.20 | 895 | 38.76 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 83,087 | 2.72 | 23,629 | 19.41 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 27,980 | 27.39 | 7,957 | 48.09 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 25,125 | 2.00 | 7,145 | 23.02 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11,264 | 0.20 | 3,204 | 16.47 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 3,374 | 18.84 | 960 | 38.18 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 4,532 | 0.96 | 1,289 | 17.30 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 13,577 | 3,867 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 128,162 | 2.79 | 36,448 | 19.49 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 709 | 202 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 36,521 | 10,386 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 738 | 210 | ||||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 1,150 | 327 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,004 | 4.38 | 570 | 21.32 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 2,601 | 4.79 | 1 | |||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 4,252 | 6.57 | 1,209 | 23.87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10,440 | 1.93 | 2,969 | 18.52 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 723 | 206 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 7,915 | 0.13 | 2,251 | 16.40 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 1,852 | 1.15 | 527 | 17.67 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 17,888 | 12.68 | 5,087 | 31.01 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1,681 | 65.45 | 478 | 100.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10,200 | 343.48 | 2,901 | 416.01 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 6,787 | 288.05 | 1,930 | 351.99 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3,751 | 14.39 | 1,067 | 32.92 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 733 | 210 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 922 | 1.99 | 262 | 19.09 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,017 | 3.99 | 1,996 | 20.91 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 11,023 | 15.46 | 3,135 | 34.22 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 37,114 | 0.76 | 10,555 | 17.12 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3,820 | 35.85 | 1,086 | 58.08 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3,832 | 32.46 | 1,091 | 54.31 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,215 | 73.73 | 630 | 102.25 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 2,779 | 790 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 221,110 | 6.31 | 62,881 | 23.58 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 2,132 | 0.28 | 606 | 16.54 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 150 | 43 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16,507 | 3.39 | 4,694 | 20.20 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2,021 | 575 | ||||||
| 2025-05-30 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 21,126 | 5,168 | ||||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 795 | 226 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 58,862 | 27.00 | 16,746 | 48.22 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1,544 | 0.26 | 439 | 16.76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9,095 | 5.52 | 2,587 | 22.68 | ||||
| 2025-05-30 | NP | TBFG - The Brinsmere Fund - Growth ETF | 22,923 | 5,608 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,430 | 15.18 | 1,260 | 29.13 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 135,595 | 40.69 | 38,562 | 63.55 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 2,996 | 1.15 | 852 | 17.68 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1,738 | 32.87 | 494 | 54.86 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 1,069 | 9.75 | 262 | 5.67 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 40,549 | 0.03 | 11,532 | 16.29 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 11,590 | 3,296 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 3,845 | 11.16 | 1,093 | 29.20 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 513 | 0.20 | 146 | 16.00 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 2,467 | 702 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 5,028 | 0.68 | 1,430 | 17.04 | ||||
| 2025-08-14 | 13F | Wallace Hart LLC | 171 | 49 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 716,101 | 11.97 | 203,652 | 30.17 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 10,058 | 8.50 | 2,860 | 26.16 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 5,117 | 11.87 | 1,455 | 30.14 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 91 | 160.00 | 26 | 212.50 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 22,125 | 0.45 | 6,292 | 16.78 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 3,821 | 1.81 | 1,087 | 18.30 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 11,602 | 0.83 | 3,299 | 17.24 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 1,112 | 0.09 | 316 | 16.61 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,518 | 2.11 | 2,708 | 18.68 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 2,620 | 0.11 | 641 | -3.61 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 6,200 | 55.00 | 1,763 | 80.27 | |||
| 2025-07-18 | 13F | PFG Investments, LLC | 1,042 | 9.34 | 296 | 27.04 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 14,951 | 0.27 | 4,252 | 16.56 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2,372 | 16.56 | 675 | 30.62 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 11,973 | 7.72 | 3,405 | 25.23 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1,630 | 464 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 597,195 | 20.05 | 169,836 | 39.56 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 145,843 | 3.34 | 41,812 | 21.10 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 741 | 211 | ||||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 29,597 | 1.94 | 8,417 | 18.52 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5,617 | 2.82 | 1,597 | 19.54 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 3,092 | 3.72 | 879 | 20.58 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 821 | 233 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 1,295 | 16.77 | 368 | 35.79 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 10 | 3 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 3,348 | 7.41 | 952 | 24.93 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1,560 | 11.27 | 444 | 29.53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47,707 | 1.31 | 13,567 | 17.77 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 34,937 | 1.17 | 9,936 | 17.62 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 26,490 | 22.23 | 7,534 | 42.08 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 430 | 122 | ||||||
| 2025-08-11 | 13F | October Effect Ltd | 1,066 | 303 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1,036,103 | 1.29 | 294,657 | 17.74 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 1,952 | 49.24 | 555 | 73.98 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 25,129 | 3.88 | 7,157 | 20.96 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 2,500 | 711 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 1,422 | 5.88 | 404 | 23.17 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 1,275 | 0 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 179 | 73.79 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,073 | 1 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 4,908 | 6.16 | 1,201 | -5.14 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 126,470 | 12.30 | 35,967 | 30.55 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 267 | 5.95 | 76 | 15.38 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 4,102 | 0.07 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 1,039 | 7.89 | 296 | 25.53 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 1,764 | 502 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3,020 | 859 | ||||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 764 | 217 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 4,940 | 0.06 | 1 | -99.92 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1,100 | 4,682.61 | 313 | 6,140.00 | ||||
| 2025-07-14 | 13F | Friday Financial | 2,559 | 28.79 | 728 | 47.17 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 28,500 | 14.00 | 8,105 | 32.52 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,489 | 368.13 | 2,699 | 440.68 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 12,652 | 195.88 | 3,598 | 243.98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Finward Bancorp | 3,825 | 0.26 | 1,088 | 16.51 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,458,167 | 3.18 | 699,078 | 19.94 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 37 | 11 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 11 | 3 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7,354 | 5.95 | 2,141 | 26.09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,229,552 | 15.80 | 349,672 | 34.61 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 903 | 10.12 | 257 | 28.00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4,623 | 1,315 | ||||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 9,231 | 2,625 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 1,155 | 7.44 | 328 | 25.19 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 13,276 | 4.12 | 3,775 | 21.03 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 37,773 | 201.87 | 10,761 | 249.92 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2,071 | 27.92 | 589 | 48.48 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3,682 | 3.54 | 1,047 | 20.34 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 27,594 | 5.77 | 7,848 | 22.96 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 32,345 | 2.52 | 9,199 | 19.18 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 724 | 206 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 2,411 | 32.69 | 686 | 54.28 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 37 | 9 | ||||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6,239 | 7.77 | 1,774 | 25.28 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 5,021 | 1.62 | 1,428 | 18.21 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 17,099 | 4,863 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 8,755 | 26.99 | 2 | 100.00 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 552 | 341 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 732 | 208 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,856,608 | 3.03 | 812,391 | 19.77 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 4,577 | 2.19 | 1,302 | 18.81 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 13,067 | 3,716 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 216 | 3.85 | 61 | 22.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 71,789 | 130.28 | 20,416 | 167.72 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20,132 | 6.12 | 5,725 | 23.38 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 5,775 | 2.23 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4,042 | 1,150 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 789 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12,505 | 26.29 | 3,556 | 46.82 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 8,988 | 0.39 | 2,556 | 16.67 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 5,940 | 20.61 | 1,453 | 16.33 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2,594 | 103.29 | 738 | 136.22 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 10,408 | 2.42 | 2,960 | 19.12 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 797 | 76.33 | 227 | 105.45 | ||||
| 2025-09-03 | 13F | American Trust | 1,192 | 339 | ||||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 9,221 | 4.03 | 2,622 | 20.94 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 5,844 | 17.11 | 1,662 | 36.15 | ||||
| 2025-08-14 | 13F | Harris Associates L P | 700 | 199 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 6,611 | 10.94 | 1,880 | 29.03 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 267 | 187.10 | 76 | 245.45 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 2,393 | 681 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 5,398 | 1,535 | ||||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 22 | 214.29 | 6 | 500.00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 103 | 18.39 | 29 | 38.10 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 793 | 226 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 336,851 | 191.15 | 88,466 | 212.34 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 1,117 | 115.64 | 318 | 151.59 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 42,933 | 3.61 | 12,210 | 20.44 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 21,156 | 1.09 | 6,017 | 17.52 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 103,550 | 2.33 | 29,449 | 18.95 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2,165 | 1.55 | 616 | 18.04 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 7 | 2 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 21,927 | 20.52 | 6,236 | 40.11 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 778 | 221 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,889 | 3.93 | 1,106 | 20.87 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 1,249 | 32.45 | 355 | 54.35 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 5,001 | 8.67 | 1,422 | 25.73 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 37,058 | 24.20 | 10,539 | 44.38 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 1,077 | 2.77 | 306 | 19.53 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 78 | 22 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 41,105 | 0.98 | 11,690 | 17.38 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 66 | 19 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 6,853 | 1,949 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2,696 | 4.25 | 1 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3,320 | 12.16 | 944 | 30.39 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 45,147 | 81.59 | 12,839 | 111.10 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3,330 | 23.52 | 947 | 43.55 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 764 | 217 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2,200 | 109.32 | 626 | 143.19 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Growth ETF | 875 | 11.61 | 218 | 2.36 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 1,001 | 19.59 | 285 | 39.22 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6,416 | 2.97 | 1,827 | 19.88 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 16,261 | 8.51 | 4,624 | 26.13 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 11,000 | 213.30 | 3,128 | 251.46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1,300 | 44.44 | 370 | 67.73 | |||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 94,583 | 3.54 | 26,898 | 20.37 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 1,767 | 16.79 | 502 | 35.68 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 53,940 | 5.57 | 15,340 | 22.72 | ||||
| 2025-07-15 | 13F | Maseco Llp | 33 | 9 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 982 | 50.38 | 280 | 75.47 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1,800 | 50.00 | 512 | 74.40 | |||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 4,487 | 1,276 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 772 | 220 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 14,402 | 0.50 | 4,096 | 16.83 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 89 | 58.93 | 25 | 92.31 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12,114 | 0.27 | 3,549 | 19.34 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 10,539 | 180.14 | 2,997 | 225.76 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 25,692 | 0.98 | 7 | 16.67 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 380,178 | 9.30 | 108,119 | 27.06 | ||||
| 2025-08-08 | 13F | Croban | 6,235 | 4.54 | 1,773 | 21.60 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 22,441 | 2.06 | 6,382 | 18.63 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,315 | 93.10 | 374 | 125.30 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 31,128 | 22.69 | 8,852 | 42.64 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 2,480 | 1.35 | 705 | 17.89 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,136,980 | 1.43 | 323,346 | 17.91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 56,314 | 29.69 | 16,015 | 50.77 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 77,444 | 12.07 | 22,024 | 30.28 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1,286 | 366 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5,206 | 1,483 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43,565 | 4.21 | 12 | 20.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 23,272 | 28.09 | 6,618 | 48.92 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 21,357 | 1.71 | 6,074 | 18.24 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 9,409 | 2,676 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 133,762 | 1.57 | 38,041 | 18.07 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 797 | 227 | ||||||
| 2025-06-27 | NP | GIAX - Nicholas Global Equity and Income ETF | 31,158 | 7.35 | 7,755 | -1.21 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7,742 | 193.59 | 2,202 | 241.24 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 85,688 | 7.37 | 24,370 | 24.82 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5,758 | 7.97 | 1,638 | 25.54 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 24,139 | 24.90 | 6,865 | 45.18 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 1,542 | 439 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9,481 | 175.45 | 2,696 | 220.57 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 33,967 | 9,660 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 13,382 | 14.33 | 3,806 | 32.90 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7,374 | 0.61 | 2,097 | 17.02 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 2,938 | 91.65 | 835 | 123.26 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 6,675 | 3.10 | 1,898 | 19.90 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5,320 | 148.60 | 1,513 | 189.10 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10,866 | 0.18 | 3,152 | 14.58 |
