Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard International Equity Index Funds - Vanguard Total World Stock ETF meliputi TLT Family Holdco ULC, Laurel Wealth Advisors LLC, Glenmede Investment Management, LP, Lanham O'Dell & Company, Inc., Legal & General Group Plc, Kingstone Capital Partners Texas, LLC, Alta Advisers Ltd, Ridgepath Capital Management LLC, Arkadios Wealth Advisors, Readystate Asset Management Lp, MSTGX - Morningstar Global Income Fund, RMB Capital Management, LLC, Midwestern Financial, LLC /IA, Comprehensive Wealth Management, LLC, CBM Financial, LLC, Fort Point Capital Partners LLC, Permanent Capital Management, LP, Silver Coast Investments LLC, Sellwood Investment Partners LLC, dan Silverlake Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,324,258 | 2.95 | 170,194 | 14.11 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,529 | 1.69 | 1,096 | 20.04 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12,817 | 4.12 | 1,647 | 15.09 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 26,074 | 9.14 | 3,351 | 20.97 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 1,674 | 215 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 678,082 | 2.66 | 87,147 | 13.79 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 86,038 | 3.84 | 11 | 22.22 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 13,148 | 3.12 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 28,934 | 25.75 | 3,719 | 39.36 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,312 | 37.83 | 426 | 52.88 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 250 | 32 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 3,086 | 3.91 | 397 | 15.12 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10,600 | 27.94 | 1,362 | 41.88 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 10,355 | 1.65 | 1,331 | 12.62 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 14,030 | 0.47 | 1,803 | 11.37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,874 | 21.08 | 2,426 | 34.20 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 819 | 0.12 | 105 | 11.70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 31,031 | 0.17 | 4 | 0.00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 496 | 1.85 | 64 | 12.50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,521 | 23.96 | 195 | 37.32 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 426 | 55 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 23,393 | 0.21 | 3,006 | 11.09 | ||||
| 2025-08-14 | 13F | Brandywine Trust Co | 2,251,911 | 5.03 | 289,416 | 16.41 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6,518 | 0.28 | 838 | 11.16 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3,228 | 23.87 | 415 | 37.09 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 16,136 | 1.23 | 2,074 | 12.18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42,939 | 7.38 | 5,519 | 19.03 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 694,534 | 12.40 | 89,261 | 24.58 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 1,681 | 216 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 771,674 | 6.56 | 99,176 | 18.11 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,925 | 16.47 | 761 | 29.20 | ||||
| 2025-07-29 | 13F | Lesa Sroufe & Co | 3,125 | 0 | ||||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 12,868 | 0.43 | 1,654 | 11.31 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 17,243 | 1.79 | 2,216 | 12.83 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 5,706 | 71.25 | 1 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 845 | 189.38 | 109 | 227.27 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 5,554,414 | 15.96 | 714,057 | 28.57 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 102,303 | 0.34 | 13,148 | 11.22 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 110 | 10,900.00 | 14 | 16.67 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 5,922 | 11.53 | 761 | 23.74 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 12,389 | 1.28 | 1,592 | 12.27 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 26,223 | 145.83 | 3,370 | 172.65 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 202 | 51.88 | 26 | 66.67 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5,510 | 9.15 | 708 | 21.03 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,062 | 40.62 | 779 | 57.06 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 1,718 | 221 | ||||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 13,384 | 2.35 | 1,720 | 13.46 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | Put | 2,000 | 257 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 61,200 | 7,865 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12,935 | 79.65 | 1,662 | 99.28 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3,298 | 424 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 34,888 | 3.83 | 4,484 | 15.07 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 41,344 | 9.89 | 5,360 | 28.23 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 5,075 | 1.00 | 652 | 12.03 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 42,700 | 14.78 | 5,488 | 27.22 | |||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 351 | 45 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1,620 | 208 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6,151 | 3.67 | 791 | 14.99 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 98,736 | 10 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,077 | 25.05 | 652 | 38.14 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 1,693 | 218 | ||||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 5,120 | 14.06 | 658 | 26.35 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2,630 | 0.46 | 338 | 11.55 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 14,723 | 4.49 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2,617,971 | 1.89 | 336,462 | 12.94 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 19,630 | 2,523 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 5,080 | 0.79 | 653 | 11.64 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 26 | 3 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 12 | 1,100.00 | 2 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 127,138 | 4.73 | 16,340 | 16.09 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 8,642 | 0.33 | 1,111 | 11.22 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3,573 | 0.51 | 459 | 11.41 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 182,134 | 14.71 | 23,424 | 27.24 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2,041 | 0.10 | 262 | 11.02 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 4,380 | 6.31 | 563 | 17.82 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 327 | 42 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6,439 | 3.24 | 827 | 14.38 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1,338,338 | 3.69 | 172,003 | 14.94 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 1,566 | 201 | ||||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 10,266 | 5.99 | 1,319 | 17.45 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17,211 | 4.17 | 2,212 | 15.46 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 10,314 | 0.03 | 1,326 | 10.88 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2,145 | 5.35 | 276 | 16.53 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 55,681 | 2.58 | 7,156 | 13.71 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 65,600 | 266.48 | 8,431 | 306.27 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 4,700 | 604 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17,558 | 1.47 | 2,257 | 12.46 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 229 | 29 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 45,232 | 7.49 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10,819 | 1,390 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 136,126 | 0.32 | 17,495 | 11.19 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4,586 | 0.46 | 589 | 11.34 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3,674 | 26.56 | 472 | 40.48 | ||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 12,505 | 0.10 | 1,607 | 10.98 | ||||
| 2025-08-08 | 13F | Creative Planning | 333,001 | 9.50 | 42,797 | 21.37 | ||||
| 2025-08-04 | 13F | Balentine LLC | 17,860 | 1.99 | 2,295 | 13.05 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 16,655 | 0.01 | 2 | 100.00 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 3,544 | 0.17 | 455 | 10.98 | ||||
| 2025-08-05 | 13F | South Dakota Investment Council | 115,591 | 453.31 | 15 | 600.00 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 1,595,000 | 211.95 | 204,989 | 245.77 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 9,739 | 0.51 | 1,252 | 11.40 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 61,214 | 8.40 | 7,867 | 20.16 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 440,300 | 8.68 | 56,587 | 20.46 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 122,316 | 0.86 | 15,720 | 11.80 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 9,880 | 7.27 | 1,270 | 18.93 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2,594 | 38.94 | 333 | 54.17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,846 | 0.44 | 237 | 11.27 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4,007 | 0.48 | 515 | 11.26 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 731 | 5.79 | 94 | 16.25 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 16,049 | 3.65 | 2,063 | 14.87 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 25,033 | 3.70 | 3,223 | 14.33 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 12,410 | 2.35 | 1,595 | 13.45 | ||||
| 2025-08-13 | 13F | CLARET ASSET MANAGEMENT Corp | 2,855 | 1.42 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 1,565 | 0 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 4,076 | 524 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3,374 | 434 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 738 | 0.14 | 95 | 10.59 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 64,220 | 218.71 | 8,254 | 253.30 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 45,063 | 2.96 | 5,792 | 14.13 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 60,304 | 9.58 | 7,750 | 21.45 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 13,212 | 71.52 | 1,698 | 90.15 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2,822 | 0 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 70,870 | 5.88 | 9,108 | 17.37 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 11,268 | 1,448 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 213,298 | 14.69 | 27 | 28.57 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 6,429 | 2.02 | 826 | 13.15 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6,212 | 26.75 | 798 | 40.49 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2,418 | 2.20 | 311 | 13.14 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 905 | 182.81 | 116 | 213.51 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 37 | 3,600.00 | 5 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 3,149 | 0.03 | 405 | 10.68 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 277 | 0.36 | 36 | 9.38 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 151,772 | 18.39 | 19,506 | 31.22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 91,983 | 9.91 | 11,822 | 21.82 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 122,314 | 0.29 | 15,720 | 11.16 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2,361 | 3.51 | 303 | 14.77 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2,904 | 1.68 | 373 | 12.69 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4,262 | 0.24 | 548 | 10.95 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1,764 | 227 | ||||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 2,885 | 7.17 | 371 | 22.92 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 116,710 | 15,000 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 46,944 | 8.46 | 6,033 | 20.23 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 46,503 | 5.94 | 5,977 | 17.43 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,026 | 44.09 | 646 | 59.65 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 15,881 | 3.78 | 2,041 | 14.99 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 4,562 | 12.98 | 586 | 25.21 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 86,156 | 9.35 | 11,073 | 21.20 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 91,097 | 1.25 | 11,708 | 12.22 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 3,724 | 0.68 | 479 | 11.68 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,212,732 | 115.30 | 155,861 | 138.65 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 21,156 | 2,719 | ||||||
| 2025-07-23 | 13F | Values Added Financial LLC | 2,423 | 0.04 | 311 | 11.07 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 2,491 | 0.28 | 320 | 11.11 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 3,370 | 433 | ||||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 46,990 | 1.72 | 6,039 | 12.75 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2,123 | 0.14 | 0 | |||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 23,044 | 8.33 | 2,962 | 20.07 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 511 | 3.44 | 66 | 14.04 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,989,108 | 6.85 | 641,200 | 18.43 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 254,767 | 14.81 | 32,743 | 27.26 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 2,964 | 0.03 | 381 | 10.79 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 437 | 56 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 592 | 0.51 | 76 | 11.76 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,166 | 0.09 | 150 | 10.37 | ||||
| 2025-08-14 | 13F | Lighthouse Investment Partners, LLC | 108,330 | 28.46 | 13,923 | 42.38 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 222,800 | 268.75 | 28,634 | 308.77 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 5,525 | 10.30 | 710 | 22.41 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 470,652 | 1.40 | 60,488 | 12.40 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 6,671 | 6.74 | 857 | 18.37 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 676,985 | 8.98 | 86,992 | 20.78 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 62,141 | 3.77 | 7,986 | 15.02 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 4,388 | 0.11 | 564 | 10.83 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 2,874 | 21.93 | 369 | 35.16 | ||||
| 2025-08-14 | 13F | Driehaus Capital Management Llc | 2,636 | 10.76 | 339 | 22.91 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1,928 | 0.16 | 248 | 10.76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,190 | 12.70 | 1,053 | 23.33 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 86,870 | 1.20 | 11,165 | 12.17 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 211,267 | 37.97 | 27,152 | 53.11 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 49,597 | 1.14 | 6,374 | 12.10 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 19,030 | 1.89 | 2,446 | 12.93 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 497 | 38.83 | 64 | 53.66 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2,179 | 0.05 | 280 | 11.11 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 210,792 | 6.37 | 27 | 22.73 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 6,000 | 0.02 | 771 | 10.94 | ||||
| 2025-07-15 | 13F | Permanent Capital Management, LP | 14,345 | 1,844 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,883 | 0.10 | 628 | 10.97 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 8,272 | 0.46 | 1,063 | 11.43 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 91,428 | 0.30 | 11,750 | 11.17 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 658 | 4.78 | 85 | 16.67 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 50,652 | 72.87 | 6,510 | 91.61 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 9,500 | 82.69 | 1,216 | 101.99 | |||
| 2025-07-29 | 13F | Aspiriant, Llc | 5,069 | 1.00 | 651 | 12.05 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 1,675 | 215 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25,514 | 14.20 | 3,279 | 26.60 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27,940 | 3.13 | 3,591 | 14.29 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 104,619 | 0.08 | 13,446 | 10.92 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 6,132 | 152.76 | 788 | 180.43 | ||||
| 2025-08-14 | 13F | Fmr Llc | 92,439 | 20.80 | 11,880 | 33.89 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,769,081 | 4.34 | 355,895 | 15.66 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 94,881 | 5.01 | 12,145 | 16.04 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 4,871 | 0.58 | 626 | 11.59 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 12,894 | 1,657 | ||||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 51,999 | 6.45 | 6,683 | 17.99 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 8,529 | 0.01 | 1 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,543 | 198 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 458 | 298.26 | 59 | 346.15 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 7,166 | 10.93 | 921 | 22.83 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 11,013 | 96.77 | 1,415 | 118.36 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 879,620 | 76.75 | 113,049 | 95.92 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 195,441 | 8.16 | 25,118 | 19.89 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 145,219 | 6.37 | 18,663 | 17.90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1,812 | 210 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 8,334 | 0.18 | 1,071 | 11.10 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 22,314 | 16.06 | 2,868 | 28.62 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4,439 | 570 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 7,586 | 6.72 | 975 | 18.33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,297 | 16.96 | 809 | 28.01 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,764 | 4.69 | 229 | 14.50 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 641 | 457.39 | 82 | 530.77 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3,570 | 5.90 | 459 | 17.44 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3,239 | 13.61 | 416 | 26.06 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 37,365 | 0.86 | 4,802 | 11.80 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 551 | 0.55 | 71 | 11.11 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1,864 | 240 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 40,890 | 11.32 | 5,255 | 23.39 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 7,833 | 5.54 | 1,007 | 16.98 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 3,346 | 388 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 3,688,285 | 67.00 | 474,018 | 85.31 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 1,749 | 225 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 176,001 | 12.40 | 22,620 | 24.59 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 18,091 | 22,513.75 | 2,325 | 25,733.33 | ||||
| 2025-06-26 | NP | HF - DGA Absolute Return ETF | 16,412 | 19.88 | 1,914 | 15.45 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11,055 | 2.68 | 1,421 | 13.78 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,275 | 0.24 | 164 | 10.88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3,926 | 1.60 | 505 | 12.50 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 7,378 | 0.48 | 1 | |||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 82,652 | 533.54 | 10,622 | 602.51 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 8,573 | 34.16 | 1,102 | 48.78 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 24,266 | 0.71 | 3,119 | 11.64 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 2,364 | 0.04 | 304 | 10.58 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,397 | 6.72 | 308 | 18.46 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 3,346 | 430 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,821 | 6.14 | 2,547 | 17.64 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 2,954 | 380 | ||||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 6,563 | 6.06 | 843 | 17.57 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 9,009 | 1.48 | 1,158 | 12.44 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1,110 | -51.80 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 198,008 | 36.47 | 25,346 | 50.82 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | -3,486 | -30.45 | -448 | -22.89 | |||
| 2025-08-14 | 13F | Karpus Management, Inc. | 2,015 | 259 | ||||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 1,685 | 217 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,914 | 8.32 | 1,146 | 20.02 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 39,823 | 204.13 | 5,132 | 252.71 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 11,363 | 0.21 | 1,460 | 11.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 982,296 | 3.71 | 126,245 | 14.95 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 180,348 | 41.41 | 23,179 | 56.75 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 38,695 | 11.75 | 4,977 | 28.35 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9,430 | 0.45 | 1,212 | 11.31 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 43,377 | 23.69 | 5,030 | 22.09 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3,520 | 0.86 | 452 | 11.88 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 44,785 | 1.95 | 5,756 | 13.00 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 3,765 | 0.03 | 484 | 10.78 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 2,140 | 7.27 | 275 | 19.05 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 225,683 | 20.00 | 29,005 | 33.00 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9,196 | 1.88 | 1,182 | 12.91 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 12,399 | 5.69 | 1,594 | 17.13 | ||||
| 2025-07-29 | 13F | Creekside Partners | 14,154 | 0.01 | 1,819 | 10.85 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 1,559 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 300,584 | 13.51 | 38,631 | 25.81 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 18,877 | 1.84 | 2,426 | 12.84 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 50,206 | 0.18 | 6,452 | 11.03 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 144,683 | 7.19 | 18,595 | 18.81 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3,229 | 29.16 | 415 | 43.25 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 1,991 | 256 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 21,957 | 16.70 | 2,822 | 29.39 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 140,092 | 18,005 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3,453 | 1.71 | 444 | 12.72 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 4,132 | 0.02 | 531 | 10.86 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 517,714 | 3.44 | 66,537 | 14.65 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,790 | 88.42 | 230 | 109.09 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 32,336 | 0.09 | 4,156 | 10.95 | ||||
| 2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 139,617 | 17,944 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14,736 | 0.90 | 1,911 | 16.53 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1,622,119 | 29.06 | 208,475 | 43.05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,104,270 | 12.72 | 141,921 | 24.94 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 99,750 | 1.35 | 12,820 | 12.34 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 142 | 18 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,281 | 50.51 | 1,064 | 67.03 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 54,283 | 1.39 | 6,976 | 12.37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12,197 | 1,568 | ||||||
| 2025-08-28 | 13F | Prospera Capital Management, LLC | 2,816 | 362 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,149,522 | 4.86 | 276,256 | 16.23 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1,389 | 5.15 | 38 | 18.75 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 319 | 10.80 | ||||||
| 2025-08-13 | 13F | Nyl Investors Llc | 86,734 | 3.87 | 11,147 | 15.14 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3,554 | 2.16 | 457 | 13.15 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 18,473 | 14.84 | 2 | 100.00 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 186 | 7.51 | 24 | 15.00 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 3,638 | 5.48 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 32,163 | 3.08 | 4,134 | 14.23 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 3,005 | 2.56 | 348 | 1.16 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 215,884 | 0.15 | 27,745 | 11.01 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 3,649 | 18.63 | 469 | 31.46 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 606 | 1.68 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 3,102 | 399 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 210,387 | 7.48 | 27,039 | 17.58 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,340 | 10.65 | 172 | 22.86 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,585 | 1.06 | 332 | 12.16 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11,207 | 9.60 | 1,440 | 21.52 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 823 | 0.61 | 106 | 11.70 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 2,637 | 3.94 | 339 | 14.97 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 157,887 | 3.37 | 20,292 | 14.57 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 186 | 0.54 | 24 | 9.52 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 41,321 | 3.29 | 5,311 | 14.49 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 15,386 | 2.77 | 1,977 | 13.88 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 18,346 | 23.99 | 2,358 | 37.43 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 1,400 | 0.79 | 180 | 11.88 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 42,699 | 4.96 | 5,488 | 16.32 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 25,783 | 3,314 | ||||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 9,260 | 17.10 | 1,190 | 29.91 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8,481 | 57.00 | 1,090 | 73.96 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 195 | 29.14 | 25 | 47.06 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 2,281 | 293 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 34,834 | 3.23 | 4,477 | 14.42 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 9,037 | 4.55 | 1,161 | 15.87 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 4,310 | 7.21 | 1 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 39,735 | 11.28 | 5,107 | 23.33 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 25,986 | 3.66 | 3,340 | 14.90 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 45,901 | 29.21 | 5,943 | 43.67 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1,737 | 223 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 32,460 | 10.55 | 4,172 | 22.53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46,929 | 10.28 | 6,031 | 22.23 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 8,284 | 0.49 | 1,065 | 11.41 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 213,135 | 182.12 | 27,392 | 212.73 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2,522 | 9.04 | 324 | 20.90 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 7,430 | 955 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 10,346 | 1,330 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 6,690 | 6.87 | 860 | 18.48 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 109,124 | 19.67 | 14,025 | 32.65 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 366,282 | 3 | ||||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 4,112 | 0.46 | 539 | 13.50 | ||||
| 2025-07-16 | 13F | Flower City Capital | 3,791 | 2.29 | 487 | 13.52 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 2,829 | 1.00 | 364 | 12.04 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 10,187 | 1.09 | 1,309 | 12.07 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 18,366 | 4.69 | 2,360 | 16.03 | ||||
| 2025-07-09 | 13F | Sarasin & Partners LLP | 29,947 | 27.97 | 3,849 | 41.84 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,904 | 373 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 289,399 | 5.05 | 37,194 | 16.44 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 13,979 | 0.04 | 1,797 | 10.86 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 1,805 | 0.22 | 232 | 11.06 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6,242 | 225.10 | 802 | 261.26 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2,597 | 43.32 | 334 | 58.57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 442,004 | 3.05 | 57 | 14.29 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 302,086 | 1.00 | 38,824 | 11.95 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 71,594 | 22.58 | 9,201 | 35.89 | ||||
| 2025-08-01 | 13F | First Pacific Advisors, LP | 16,777 | 3.25 | 2,156 | 14.44 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5,805 | 0.03 | 746 | 11.01 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 7,584 | 0.07 | 975 | 10.93 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9,331 | 1,199 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 40 | 5 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 21,074 | 0.00 | 2,443 | -1.29 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 729 | 10.45 | 94 | 22.37 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 1,965 | 253 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 485 | 40.58 | 62 | 55.00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 3,545 | 456 | ||||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 2,780 | 0.47 | 357 | 11.56 | ||||
| 2025-08-14 | 13F | DC Investments Management, LLC | 667,054 | 84.32 | 85,730 | 104.30 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,402,173 | 5.90 | 308,727 | 17.38 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 29,721 | 1.40 | 3,820 | 12.03 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 11,040 | 6.53 | 1,419 | 18.07 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 8,234 | 1,058 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 365 | 15.51 | 47 | 27.78 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 80,183 | 0.87 | 10,305 | 11.80 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 42,919 | 13.37 | 5,516 | 25.66 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 174,526 | 121.24 | 22,430 | 145.24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 254,422 | 852.53 | 32,698 | 955.80 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 14,542 | 10.44 | 1,869 | 22.41 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 855 | 19.58 | 110 | 32.93 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41,940 | 24.89 | 5,390 | 38.45 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 17,830 | 95.10 | 2,292 | 116.34 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 28,548 | 8.10 | 3,669 | 19.79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 31,974 | 4,109 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 37,902 | 8.72 | 4,871 | 20.51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 67,769 | 14.90 | 8,796 | 28.62 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 160,175 | 1.47 | 20,586 | 12.47 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 1,575 | 202 | ||||||
| 2025-08-14 | 13F | Investment House Llc | 8,369 | 1,076 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 60,216 | 1.74 | 7,739 | 12.78 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 43 | 168.75 | 6 | 400.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 17,300 | 2,223 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 4,351 | 0.23 | 559 | 11.13 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 4,982 | 76.17 | 640 | 95.72 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 3,713 | 43.53 | 477 | 59.53 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 4,119 | 0.46 | 529 | 11.37 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 523,807 | 9.64 | 67,320 | 21.52 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 5,187 | 0.43 | 667 | 11.37 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 10,540 | 0.01 | 1,355 | 10.89 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15,603 | 0.06 | 2 | 100.00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 5,337 | 686 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Rexford Capital Inc | 108 | 14 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1,111 | 0.45 | 143 | 10.94 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 120 | 0.84 | 15 | 15.38 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 138,266 | 35.32 | 17,770 | 49.99 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 46,521 | 0.20 | 5,979 | 11.05 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3,933 | 0.41 | 505 | 11.23 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 173 | 0.58 | 22 | 15.79 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 8,306 | 122.03 | 968 | 120.50 | ||||
| 2025-08-12 | 13F | Barings Llc | 789,847 | 285.36 | 101,511 | 327.14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 184,728 | 2.14 | 23,741 | 13.22 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 21,980 | 2,825 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,745 | 218.67 | 610 | 254.07 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 32,084 | 32.95 | 4,123 | 47.36 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 2,359 | 0.04 | 303 | 10.99 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 4,545 | 0.15 | 584 | 11.03 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 8,297 | 3.76 | 1,066 | 14.99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,656 | 3.07 | 341 | 14.43 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 3,503 | 0.49 | 450 | 11.39 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 1,873 | 243 | ||||||
| 2025-06-26 | NP | MSTGX - Morningstar Global Income Fund | 25,051 | 2,921 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9,794 | 65.10 | 1,259 | 83.11 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,184,228 | 23.43 | 152,196 | 36.81 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 9,314 | 1,200 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 12,443 | 7.66 | 1,617 | 20.60 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 21,566 | 2,772 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 105,576 | 11.32 | 13,565 | 23.34 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9,462 | 1,216 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 99 | 13 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2,669 | 2.26 | 343 | 13.58 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 355 | 0.28 | 46 | 12.50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51,754 | 2.85 | 6,651 | 14.00 | ||||
| 2025-05-21 | 13F | CBM Financial, LLC | 20,375 | 2,507 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 27,819 | 317.95 | 3,575 | 13.74 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 1,814 | 0.50 | 233 | 11.48 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 1,602 | 206 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 2,463 | 54.91 | 317 | 71.74 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 708 | 30.63 | 91 | 42.86 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 18,615 | 0.11 | 2,392 | 11.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 63,771 | 43.63 | 8,196 | 59.19 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3,653 | 2.93 | 469 | 14.11 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6,128 | 7.91 | 788 | 19.60 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 106,184 | 98.06 | 12,312 | 95.49 | ||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 93,445 | 27.34 | 12,010 | 41.15 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 13,238 | 365.63 | 1,701 | 417.02 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 6,301 | 1.48 | 810 | 12.36 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 30,360 | 1.58 | 3,902 | 12.58 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 7,632 | 981 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 1,800 | 2.27 | 231 | 13.24 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9,704 | 60.53 | 1,247 | 78.14 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 373,263 | 30.75 | 47,972 | 28.23 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2,398 | 0.25 | 313 | 13.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34,080 | 7.59 | 4,380 | 19.25 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2,043 | 5.80 | 263 | 17.49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 52,094 | 18.83 | 6,695 | 31.71 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1,791 | 4.80 | 230 | 16.16 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 8,234 | 78.57 | 1 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 75,548 | 17.42 | 9,709 | 30.15 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 616 | 562.37 | 79 | 690.00 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 137,915 | 17,646 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 342,209 | 21.97 | 43,980 | 35.20 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4,757 | 54.15 | 611 | 71.15 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 6,871 | 0.47 | 883 | 11.35 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 2,728 | 0.04 | 351 | 10.76 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3,068 | 0.39 | 394 | 11.30 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 7,709 | 0.06 | 991 | 10.86 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 31,011 | 0.75 | 3,986 | 11.69 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 2,922 | 7.86 | 375 | 19.43 | ||||
| 2025-07-25 | 13F | Alta Advisers Ltd | 62,875 | 5,897 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 5 | 1 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 437,831 | 9.59 | 56,270 | 21.47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,219 | 6.01 | 678 | 18.95 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 128,844 | 1.44 | 16,588 | 12.63 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 8,713 | 2.49 | 1,120 | 13.60 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 130,561 | 5.15 | 16,780 | 16.55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 241,982 | 9.26 | 31,103 | 21.11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 521,529 | 25.32 | 67,027 | 38.90 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2,332 | 3.69 | 300 | 15.00 | ||||
| 2025-08-25 | NP | FPAG - FPA Global Equity ETF | 16,777 | 4.10 | 2,156 | 15.42 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 9,196 | 300.35 | 1,182 | 343.98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 358,046 | 3.20 | 46,016 | 14.39 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 1,840 | 236 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 40,617 | 1.18 | 5,220 | 12.16 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7,480 | 135.59 | 961 | 161.14 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 9,064 | 10.50 | 1,110 | 22.52 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11,044 | 9.81 | 1,419 | 21.70 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 1,929 | 6.28 | 248 | 17.62 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 237,425 | 30,514 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 27,252 | 0.17 | 3,160 | -1.16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,634 | 2.89 | 339 | 14.19 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 595,455 | 11.27 | 76,528 | 23.33 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 7,200 | 28.82 | 925 | 41.44 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 8,403 | 2.90 | 1 | |||||
| 2025-07-14 | 13F | Foster Group, Inc. | 100,711 | 4.83 | 12,943 | 16.20 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 49,673 | 4.48 | 6,384 | 15.80 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 16,189 | 12.55 | 2,081 | 24.78 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 162,081 | 0.55 | 20,831 | 11.45 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 104 | 13 | ||||||
| 2025-08-06 | 13F | Genus Capital Management Inc. | 6,289 | 24.96 | 808 | 38.59 | ||||
| 2025-07-15 | 13F | Maseco Llp | 55 | 7 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 256 | 20.75 | 33 | 33.33 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 120,975 | 0.38 | 15,548 | 7.00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 7,058 | 4.70 | 907 | 16.13 | ||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 505,000 | 64,903 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 18,247 | 58.02 | 2,116 | 55.97 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4,846 | 4.80 | 623 | 16.04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 30,878 | 10.81 | 3,968 | 22.81 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17,808 | 0.35 | 2,289 | 11.23 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 11,304 | 14.08 | 1,453 | 26.48 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 509,308 | 8.22 | 65,456 | 19.96 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 4,871 | 626 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 36,187 | 18.42 | 4,651 | 31.24 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2,396 | 11.13 | 308 | 23.29 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 54,096 | 0.08 | 6,952 | 10.93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 75,600 | 10.05 | 9,716 | 22.00 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 61,365 | 172.73 | 7,887 | 202.38 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2,206 | 4.01 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 317,019 | 10.84 | 40,743 | 22.86 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 5,860 | 753 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,492 | 1.84 | 192 | 13.02 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 3,346 | 28.40 | 430 | 42.38 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 13,048 | 8.79 | 1,677 | 20.58 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 45,158 | 3.08 | 5,804 | 14.25 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 25,987 | 17.81 | 3,340 | 30.58 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 15 | 2 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 26,610 | 221.18 | 3,512 | 266.21 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 335 | 43 | ||||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 3,103 | 0.23 | 399 | 11.17 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 40,457 | 4,691 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 43,777 | 93.44 | 5,626 | 114.41 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,199 | 829.46 | 154 | 1,000.00 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 31,917 | 0.47 | 4,102 | 11.35 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5,374 | 3.61 | 708 | 17.80 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 9,700 | 16.87 | 1,247 | 29.52 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 16,861 | 0.73 | 2,167 | 11.65 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 12,683 | 6.18 | 1,630 | 17.69 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 21,018 | 2,701 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 10,672 | 1,372 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 723 | 0 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 178,195 | 8.55 | 22,902 | 20.32 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3,283 | 0.31 | 422 | 11.08 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 16,302 | 11.65 | 2,095 | 23.82 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,690 | 118.44 | 603 | 142.74 | ||||
| 2025-08-06 | 13F | Drystone LLC | 10,167 | 57.68 | 1,307 | 74.83 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 2,704 | 0.45 | 354 | 13.46 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 70,254 | 0.15 | 9,029 | 10.99 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14 | 2 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 47,783 | 0.65 | 6,141 | 11.57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,707,993 | 5.41 | 219,511 | 16.83 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 1,980 | 0.41 | 254 | 11.40 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 21,034 | 26.35 | 2,703 | 40.05 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2,744 | 51.10 | 353 | 67.62 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 7,805 | 12.32 | 1,002 | 24.35 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2,444 | 25.98 | 314 | 40.18 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 31,356 | 6.07 | 4,030 | 17.57 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 21,418 | 0.00 | 2,753 | 10.83 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 3 | 50.00 | 0 | |||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 10,726 | 1,379 | ||||||
| 2025-08-07 | 13F | Tacita Capital Inc | 1,608 | 6.63 | 207 | 18.39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 123,306 | 6.38 | 16 | 15.38 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 20,335 | 0.06 | 2,613 | 10.91 | ||||
| 2025-07-30 | 13F | Bernzott Capital Advisors | 24,597 | 2.03 | 3,161 | 13.09 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 32,232 | 53.30 | 4,143 | 69.96 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2,895 | 0.56 | 0 | |||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 7,192 | 13.89 | 924 | 26.23 |
