Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF meliputi Fund Evaluation Group, LLC, GDMA - Gadsden Dynamic Multi-Asset ETF, Pacific Sage Partners, LLC, Kingstone Capital Partners Texas, LLC, Wooster Corthell Wealth Management, Inc., Aspire Capital Advisors LLC, Bulwark Capital Corp, Integrity Alliance, Llc., Napa Wealth Management, XFLX - FundX Flexible ETF, LCORX - Leuthold Core Investment Fund Retail Class, One Capital Management, LLC, Tru Independence Asset Management 2, Llc, Sfm, Llc, XRLX - FundX Conservative ETF, TSA Wealth Managment LLC, Maseco Llp, KPP Advisory Services LLC, Midwest Trust Co, dan Innovative Wealth Building LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | United Advisor Group, LLC | 15,387 | 773 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4,247,616 | 2.41 | 213,528 | 3.17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 586,133 | 10.79 | 29,465 | 11.61 | ||||
| 2025-05-05 | 13F | Partners in Financial Planning | 6,874 | 2.40 | 321 | 0.31 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 38,278 | 13.31 | 1,918 | 14.03 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 7,797 | 47.70 | 392 | 48.67 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 18,551 | 62.51 | 933 | 63.80 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 56,785 | 2.83 | 2,855 | 3.59 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 43,575 | 3.25 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 891,034 | 2.41 | 44,792 | 3.17 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,174 | 210 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9,276 | 5.06 | 466 | 5.91 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 70,192 | 11.56 | 3,529 | 12.39 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6,941,794 | 13.35 | 348,964 | 14.19 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 18,801 | 29.64 | 945 | 30.71 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 53,949 | 15.38 | 2,712 | 16.25 | ||||
| 2025-07-09 | 13F | Emprise Bank | 322,208 | 3.52 | 16,197 | 4.29 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 8,403 | 422 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 745,423 | 17.43 | 37,472 | 18.31 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 5,054 | 0.64 | 252 | 0.40 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 38,170 | 1.71 | 1,919 | 2.46 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 69,644 | 2.14 | 3,501 | 2.91 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 36,218 | 18.31 | 1,821 | 19.19 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 35,407 | 42.17 | 1,778 | 43.27 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9,691 | 29.06 | 487 | 30.21 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 79,677 | 17.43 | 4,005 | 18.32 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9,306 | 7.45 | 468 | 8.10 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 15,451 | 777 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 190,439 | 73.53 | 9,573 | 74.82 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 131,646 | 14.33 | 6,585 | 15.65 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,705 | 647.24 | 148 | 722.22 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 4,190 | 211 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 151,599 | 3.49 | 7,621 | 4.26 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 4,370 | 2.32 | 220 | 2.82 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 102,026 | 28.23 | 5,129 | 29.17 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85,794 | 0.79 | 4,313 | 1.53 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,133 | 459 | ||||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 4,810,623 | 13.27 | 241,830 | 14.11 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 15,337 | 0.01 | 771 | 0.78 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 19,273 | 1 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,699 | 0.02 | 236 | 0.85 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 361,449 | 17 | ||||||
| 2025-06-26 | NP | MSTBX - Morningstar Defensive Bond Fund | 35,418 | 40.47 | 1,778 | 44.32 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 174,589 | 2.42 | 8,777 | 3.19 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1,618,829 | 14.90 | 81,379 | 15.75 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 156,947 | 1.66 | 7,890 | 2.41 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 220,503 | 27.73 | 11,085 | 28.67 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 37,787 | 25.49 | 1,900 | 26.43 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 24,785 | 4.26 | 1,246 | 4.97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 52,100 | 247.33 | 2,619 | 250.13 | |||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 22,587 | 1,135 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 9 | 0 | ||||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 57,514 | 119.32 | 2,891 | 121.02 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 104,224 | 5,239 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 117,787 | 5,921 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 15,690 | 6.12 | 787 | 6.78 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 175,637 | 1.95 | 8,829 | 2.71 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 11,496 | 10.53 | 578 | 11.18 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 87,791 | 2.38 | 4,381 | 5.52 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 216,060 | 5.01 | 10,861 | 5.80 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 58,479 | 2,940 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25,710 | 5.62 | 1,292 | 6.43 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5,094 | 0.73 | 254 | 1.60 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 263,217 | 3.35 | 13,232 | 4.12 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 5,789 | 291 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 233,940 | 9.45 | 11,759 | 10.26 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 25,950 | 34.95 | 1,305 | 35.97 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 283,182 | 14,236 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 114,205 | 222.86 | 5,741 | 225.27 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 28,031 | 1.89 | 1,409 | 2.70 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 295,644 | 5.17 | 14,862 | 5.95 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 13,624 | 685 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 758,511 | 1.39 | 38,130 | 2.14 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1,561 | 279.81 | 78 | 290.00 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 90,648 | 1.66 | 4,512 | 1.39 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 291 | 15 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 14,212 | 714 | ||||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 421,711 | 34.67 | 21,199 | 35.67 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 237,600 | 83.38 | 11,944 | 84.75 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 149,449 | 30.85 | 7,513 | 31.81 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 18,859 | 3.97 | 948 | 4.75 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 115,740 | 2.63 | 5,818 | 3.39 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 122,013 | 5.21 | 6,134 | 5.98 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 81,555 | 14.29 | 4,100 | 15.14 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 18,782 | 944 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,294 | 0.22 | 115 | 0.88 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 49,954 | 106.08 | 2,511 | 107.69 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 49,085 | 8.45 | 2,467 | 9.26 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 28,772 | 3.16 | 1,446 | 3.95 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 36,218 | 18.31 | 1,821 | 19.19 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,385 | 158.88 | 70 | 165.38 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9,158 | 11.10 | 460 | 11.92 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 118,247 | 17.19 | 5,944 | 18.08 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 75,889 | 4.34 | 3,815 | 5.10 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 119,401 | 16.83 | 6,002 | 17.71 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 5,317 | 0.09 | 267 | 0.75 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 3,687 | 185 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4,515 | 2.10 | 227 | 2.73 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 263,944 | 14.60 | 13,268 | 15.44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 223 | 0.45 | 11 | 0.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,724 | 0 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 335,992 | 0.78 | 16,890 | 1.53 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21,172 | 20.44 | 1,064 | 21.32 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 29,927 | 1.02 | 1,504 | 1.76 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 25,767 | 2.43 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 4,801 | 13.34 | 241 | 14.22 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 365,155 | 1.83 | 18,356 | 2.59 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17,395 | 0.19 | 874 | 0.92 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 114,552 | 2.17 | 5,759 | 2.93 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8,507,046 | 39.03 | 427,649 | 40.06 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 513,725 | 32.14 | 25,825 | 33.12 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 18,583 | 5.76 | 927 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 289 | 15 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 599 | 2,296.00 | 30 | 2,900.00 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 385,767 | 46.05 | 19,392 | 47.14 | ||||
| 2025-07-07 | 13F | Trust Co | 147,292 | 39.20 | 7,404 | 40.23 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 69,605 | 3,499 | ||||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 10,170 | 492 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,555 | 0.85 | 277 | 1.47 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 62,816 | 913.98 | 3,158 | 921.68 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 289 | 15 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,639 | 1.12 | 535 | 1.91 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5,727 | 10.05 | 288 | 10.81 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2,087 | 5.35 | 105 | 6.12 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 53,905 | 9.81 | 2,710 | 10.62 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 19,155 | 343.81 | 963 | 347.44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 89,968 | 19.59 | 4,523 | 20.49 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 105,907 | 6.42 | 5,324 | 7.19 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 186,159 | 76.61 | 9,358 | 77.94 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 4,075 | 205 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 12,620 | 9.31 | 634 | 10.07 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 552,226 | 27,760 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7,018 | 353 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 28,120 | 0.52 | 1,407 | 0.86 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 55,691 | 7.32 | 2,800 | 8.11 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | 0 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4,600 | 231 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 32,115 | 25.49 | 1,614 | 26.39 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 51,432 | 2,585 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 529,903 | 0.26 | 26,638 | 1.00 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 78,064 | 0.96 | 3,924 | 1.71 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 4,767 | 0.17 | 240 | 0.84 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 8,024 | 403 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 17,159 | 9.52 | 1 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 19,049 | 34.12 | 922 | 30.08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,732,394 | 77.49 | 87,088 | 78.81 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 182,270 | 4.86 | 9,080 | 4.67 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 13,441 | 2.67 | 676 | 3.37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 19,527 | 18.97 | 982 | 19.78 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 35,673 | 5.90 | 1,793 | 6.73 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 160,439 | 3.46 | 8,065 | 4.23 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 17,090 | 0.19 | 859 | 0.94 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 74,171 | 15.71 | 3,729 | 16.57 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2,320 | 0.74 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 74,973 | 4.60 | 3,769 | 5.37 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 671 | 34 | ||||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 129,955 | 284.23 | 6,533 | 287.20 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 5,727 | 10.05 | 288 | 10.81 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 66,007 | 189.14 | 3,318 | 191.56 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 187,461 | 15.14 | 9,424 | 15.99 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 15,736 | 8.91 | 791 | 13.16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 512,211 | 24.64 | 25,747 | 25.56 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 800,144 | 2.08 | 40,223 | 2.84 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7,137 | 359 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 4,698 | 5.31 | 236 | 6.31 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 55,379 | 2,784 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 18,412 | 926 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,624 | 0.08 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 9,400 | 473 | ||||||
| 2025-08-05 | 13F | Connable Office Inc | 345,339 | 177.91 | 17,360 | 180.00 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 49,260 | 12.07 | 2,476 | 12.90 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,287 | 0.23 | 65 | 0.00 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 10,527 | 529 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7,033 | 2.03 | 354 | 2.92 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 300,542 | 27.48 | 15,108 | 28.43 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 10,348 | 0.08 | 520 | 0.97 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5,584 | 281 | ||||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 84,718 | 9.64 | 4,259 | 10.45 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 7,803 | 18.57 | 392 | 19.51 | ||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 628,930 | 31,384 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7,002 | 5.66 | 352 | 6.36 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 55,720 | 13.01 | 2,801 | 13.86 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1,880,772 | 0.60 | 94,546 | 1.35 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 12,540 | 25.90 | 630 | 26.76 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7,021 | 9.09 | 353 | 9.66 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 12,552 | 8.94 | 625 | 8.89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,574 | 69.76 | 632 | 71.27 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 81,710 | 4,108 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 1,473 | 36.77 | 0 | |||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 8,227 | 2.93 | 414 | 3.77 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 655 | 33 | ||||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 61,689 | 7.10 | 3,101 | 7.90 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 51,862 | 12.29 | 2,607 | 13.15 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,185 | 210 | ||||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 200,427 | 10,075 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 12,618 | 2.92 | 630 | 6.07 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 71,138 | 0.23 | 3,576 | 0.99 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12,641 | 82.73 | 631 | 88.62 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 22,331 | 10.08 | 1,123 | 10.87 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9,108 | 0.50 | 458 | 1.11 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 19,749 | 0.19 | 993 | 0.92 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,092 | 256 | ||||||
| 2025-07-10 | 13F | Moller Financial Services | 678,478 | 6.06 | 34,107 | 6.85 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 16,011 | 3.59 | 805 | 4.28 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 92,836 | 4,667 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 348,632 | 0.87 | 17,526 | 1.61 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 5,424 | 5.85 | 273 | 7.09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 177,912 | 1,410.03 | 8,944 | 1,468.95 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 844 | 42 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 13,857 | 19.85 | 697 | 20.83 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 59,125 | 17.62 | 2,972 | 18.50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6,047 | 18.31 | 304 | 18.82 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 253 | 25,200.00 | 13 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 6 | 0 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 15,816 | 17.18 | 795 | 18.13 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 171,191 | 1.30 | 8,606 | 2.04 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 78,982 | 123.00 | 4 | 200.00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 5,500 | 276 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 14,633 | 10.40 | 736 | 11.20 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 8,956 | 12.55 | 450 | 13.35 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 36,559 | 0.97 | 1,821 | 0.83 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 2,953 | 148 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 110,020 | 4.00 | 5,526 | 4.70 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 25 | 4.17 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,610,699 | 11.80 | 835,020 | 12.63 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 21,906 | 1.27 | 1,101 | 2.04 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 49 | 2 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 99,886 | 7.09 | 5,021 | 7.89 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 149,685 | 0.65 | 7,525 | 1.39 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 585 | 96.31 | 29 | 107.14 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 16,634 | 16.71 | 1 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 4,823 | 242 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,233,550 | 4.20 | 162,551 | 4.97 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 44,555 | 1.46 | 2,240 | 2.19 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 51,200 | 5.19 | 2,574 | 5.97 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 220,319 | 605.11 | 11,075 | 610.39 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5,112 | 1.93 | 257 | 2.40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 90,491 | 1.77 | 4,549 | 2.55 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,084,092 | 5.32 | 205,307 | 6.10 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 244,513 | 6.21 | 12,292 | 7.00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 8,348 | 1.21 | 420 | 1.95 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 743,738 | 36.74 | 37,343 | 40.47 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 17,540 | 1.81 | 882 | 2.56 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 298,392 | 8.34 | 15,000 | 9.15 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 132,454 | 2.80 | 6,658 | 3.56 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 624,354 | 4,927.00 | 12 | -98.06 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 12 | 1 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 70,283 | 6.23 | 3,533 | 7.03 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 975,383 | 30.36 | 49,033 | 31.33 | ||||
| 2025-07-29 | 13F | Creekside Partners | 8,119 | 0.10 | 408 | 0.99 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 5,878 | 9.05 | 293 | 12.69 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 5,064 | 0.18 | 255 | 0.79 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 165,465 | 2.70 | 8,318 | 3.45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 51,796 | 5.75 | 2,604 | 6.51 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 931,707 | 2.55 | 46,837 | 3.31 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 23,653 | 1,189 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 433,633 | 3.91 | 21,799 | 4.68 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 104,496 | 5,253 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 88,168 | 48.49 | 4,432 | 49.63 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 5,267 | 5.07 | 265 | 5.60 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 4,809 | 242 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,429 | 0.99 | 323 | 1.89 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 59,307 | 4.75 | 2,981 | 5.52 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 112,027 | 14.91 | 6 | 25.00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 13,394 | 2.68 | 673 | 3.54 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 55,093 | 1.52 | 2,770 | 2.25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 69,512 | 22.54 | 3,494 | 23.46 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1,076,000 | 15.36 | 54,091 | 16.22 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,976,577 | 0.15 | 99,362 | 0.90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 176,527 | 86.86 | 8,874 | 88.23 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 401,347 | 0.72 | 20,176 | 1.47 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 93,364 | 49.37 | 4,693 | 50.46 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,495 | 14.22 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 27,780 | 25.42 | 1,397 | 26.33 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 158,674 | 38.26 | 7,974 | 43.44 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 129,340 | 18.11 | 6,502 | 18.98 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 71,172 | 8.50 | 3,578 | 9.29 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,164,619 | 17.38 | 159,085 | 18.25 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15,988 | 804 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 162,744 | 2.72 | 8,181 | 3.48 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 56,300 | 2,830 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 74,403 | 10.68 | 3,740 | 11.51 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 55,090 | 19.92 | 2,766 | 23.21 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 10,761 | 541 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 47,702 | 3.90 | 2,398 | 4.63 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 14,433 | 59.50 | 726 | 60.75 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 305,744 | 10.10 | 15,370 | 10.91 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1,077,562 | 1.22 | 18,738 | 2.85 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 43,985 | 4.24 | 2,211 | 5.04 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 156,890 | 18.34 | 7,887 | 19.21 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 51,987 | 2,613 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 39,939 | 2 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 12,323 | 9.69 | 619 | 10.54 | ||||
| 2025-08-19 | NP | GARTX - Goldman Sachs Absolute Return Tracker Fund Class A | 7,487,400 | 62.76 | 376,392 | 63.97 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 44,701 | 2,247 | ||||||
| 2025-07-25 | 13F | Advocate Group Llc | 144,305 | 2.42 | 7,254 | 3.19 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 5,664 | 6.43 | 285 | 7.17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 529,599 | 5.62 | 26,623 | 6.41 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 44,722 | 4.49 | 2,248 | 5.29 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10,088 | 0.05 | 507 | 0.80 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 811,905 | 40,814 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 46 | 2 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 6,515 | 328 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 152,555 | 10.23 | 7,669 | 11.03 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 36,027 | 1.58 | 1,811 | 2.37 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 18,059 | 12.01 | 908 | 12.81 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 158,497 | 1.42 | 7,968 | 2.17 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 1,562,640 | 5.40 | 78,554 | 6.18 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 101,759 | 28.83 | 5,115 | 29.79 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 746,544 | 3.96 | 37,529 | 4.73 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 53,826 | 9.85 | 2,706 | 10.63 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,431 | 323 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8,190 | 412 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5,382 | 11.04 | 271 | 12.50 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12,069 | 166.54 | 607 | 169.33 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 206 | 10 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 783 | 77.55 | 39 | 77.27 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 28,379 | 57.98 | 1,427 | 59.15 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3 | 0 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 4,076 | 205 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 365,034 | 35.89 | 18 | 38.46 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,422 | 13.95 | 172 | 15.44 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 20,024 | 1,007 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22,899 | 81.15 | 1,151 | 82.70 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7,826 | 10.52 | 393 | 11.33 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 102,200 | 34.49 | 5,138 | 35.51 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 42,263 | 0.86 | 2,125 | 1.63 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 481 | 24 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 11,412 | 21.95 | 574 | 22.96 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 13,437 | 5.47 | 675 | 6.30 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 994,827 | 5.23 | 50,010 | 6.01 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 7,495 | 4.49 | 377 | 5.32 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 100,816 | 5.36 | 5,068 | 6.16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 59,821 | 46.56 | 3,007 | 47.91 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,063 | 355 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 27,160 | 13.64 | 1,365 | 14.51 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,714 | 15.46 | 338 | 16.21 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,115 | 257 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 136,026 | 1.04 | 6,838 | 1.80 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 15,060 | 14.12 | 757 | 15.05 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 20,577 | 0.12 | 1,034 | 0.88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 150,193 | 8.63 | 7,477 | 8.36 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 30,345 | 1.62 | 1,525 | 2.35 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 358,303 | 13.37 | 18,012 | 14.20 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 323,910 | 8.42 | 16,283 | 9.22 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 23 | 1 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 5,111 | 257 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 578,366 | 14.19 | 29,074 | 15.59 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 13,215 | 3.95 | 664 | 4.73 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 48,480 | 4.01 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 429,236 | 2.84 | 21,569 | 3.61 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 79,279 | 5.82 | 3,985 | 6.75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,413,921 | 0.81 | 121,348 | 1.55 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 39,663 | 4.71 | 1,994 | 5.45 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2,217 | 0.18 | 111 | 0.91 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 60,399 | 9.22 | 3,036 | 10.04 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 492 | 0.20 | 25 | 0.00 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 179,811 | 0.67 | 9,039 | 1.41 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 27,435 | 5.77 | 1,379 | 6.57 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 159,258 | 605.27 | 8,529 | 657.46 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 85,948 | 4,321 | ||||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 574,887 | 3.23 | 28,687 | 6.38 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 33,468 | 1,682 | ||||||
| 2025-07-21 | 13F | Whelan Financial | 407,733 | 0.05 | 20,497 | 0.79 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 12,733 | 1,352 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 4,976 | 250 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 822,502 | 3.00 | 41,347 | 3.76 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 264,823 | 3.16 | 13,313 | 3.93 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 110,693 | 19.83 | 5,565 | 20.72 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 4,253 | 0.21 | 214 | 0.95 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 20,719 | 107.67 | 1,042 | 109.46 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 232,945 | 7.11 | 11,710 | 7.91 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 141,926 | 140.91 | 7,135 | 142.74 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 27,310 | 1,373 | ||||||
| 2025-07-14 | 13F | Friday Financial | 92,542 | 5.53 | 4,652 | 6.62 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 36,557 | 17.92 | 1,838 | 18.82 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 68,950 | 6.79 | 3,466 | 7.61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,082,483 | 79.28 | 205,226 | 80.61 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27,391 | 15,918.13 | 1,377 | 17,100.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 46,848 | 3.08 | 2,355 | 3.88 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 95,820 | 4,817 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 14,974 | 2.54 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24,548 | 220.22 | 1,234 | 223.04 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 133,039 | 6,688 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 2,265 | 0.18 | 114 | 3.67 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5,170 | 260 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4,698 | 11.12 | 236 | 12.38 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 60,965 | 3,065 | ||||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 213,388 | 808.30 | 10,727 | 815.27 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 87,714 | 2.42 | 4,409 | 3.18 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 22,056 | 15.96 | 1,109 | 16.75 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 82,976 | 71.59 | 4,171 | 72.93 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 10,673 | 10.34 | 537 | 11.20 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 12,374 | 73.38 | 622 | 74.72 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 7,135 | 0.18 | 359 | 0.85 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8,429 | 424 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 977,328 | 0.49 | 49,130 | 1.24 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 66,550 | 84.38 | 3,345 | 85.73 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 17,388 | 0.01 | 874 | 0.81 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 547 | 21.02 | 28 | 22.73 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 4,443 | 0.68 | 223 | 1.36 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 88,073 | 16.99 | 4,427 | 17.86 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4,002 | 201 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 474,028 | 23.79 | 23,779 | 24.45 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 97,191 | 0.09 | 4,886 | 0.83 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,932,999 | 10.40 | 197,712 | 11.22 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 109,599 | 142.33 | 5,510 | 144.19 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 27,239 | 17.73 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 202,268 | 13.34 | 10,168 | 14.20 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 199,893 | 2.62 | 9,995 | 2.82 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 4,014 | 202 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 250,836 | 10.09 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 21,612 | 0.12 | 1,086 | 0.84 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 45,722 | 2.11 | 2,298 | 2.86 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 64,838 | 0.57 | 3,259 | 1.31 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 70,166 | 147.27 | 3,527 | 149.26 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 53,089 | 24.78 | 2,656 | 26.25 | ||||
| 2025-09-03 | 13F | American Trust | 6,060 | 305 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 696 | 0.29 | 35 | 3.03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25,836,915 | 39.18 | 1,298,822 | 40.21 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 317,932 | 3.03 | 15,982 | 3.80 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 31,593 | 469.45 | 1,588 | 475.36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8,400 | 422 | |||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 145,119 | 7,295 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 466,938 | 3.77 | 23,463 | 4.49 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 12,244 | 3.61 | 615 | 4.41 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 140,880 | 5.90 | 7,082 | 6.69 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 420,776 | 2.44 | 21,152 | 3.88 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2,570 | 78.60 | 129 | 81.69 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 3,011 | 151 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13,689 | 688 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5,047 | 254 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 265 | 1,938.46 | 0 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 26,540 | 13.73 | 1,334 | 14.60 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,896 | 6.45 | 296 | 7.25 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 110,578 | 352.04 | 5,559 | 355.57 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 38,335 | 2.15 | 1,927 | 6.05 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 44,853 | 0.72 | 2,255 | 1.44 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 600,944 | 6.97 | 30,209 | 7.76 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 261,182 | 16.31 | 13,130 | 17.17 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 45,265 | 5.58 | 2,275 | 6.36 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 2,838 | 143 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4,413 | 0.11 | 222 | 0.91 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 85,037 | 26.94 | 4,275 | 27.89 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 226,793 | 7.18 | 11,401 | 7.96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 802,876 | 7.68 | 40,361 | 8.47 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 38,608 | 4.96 | 1,941 | 5.66 | ||||
| 2025-07-15 | 13F | Maseco Llp | 27,811 | 1,398 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 187,964 | 4.70 | 9 | 12.50 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 80,582 | 3.76 | 4,051 | 4.52 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 305,470 | 273.29 | 15,356 | 276.07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 31,255 | 2.69 | 1,571 | 3.49 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 9,632 | 0.60 | 484 | 1.47 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6,137,765 | 2.30 | 308,545 | 3.06 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 12,618 | 2.92 | 630 | 6.07 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 18,460 | 28.60 | 928 | 29.61 | ||||
| 2025-08-08 | 13F | Creative Planning | 380,854 | 2.87 | 19,146 | 3.63 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 257,351 | 0.35 | 12,937 | 1.10 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 697,461 | 3,242.25 | 35,061 | 3,268.01 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22,162 | 14.64 | 1 | |||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | 96,688 | 4,861 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4,891 | 246 | ||||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8,144 | 0.06 | 409 | 0.74 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 9,556 | 480 | ||||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 92,343 | 2.62 | 4,642 | 3.39 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 276,304 | 2.15 | 13,771 | 2.11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 190,449 | 2.52 | 9,574 | 3.27 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16,451 | 18.64 | 827 | 19.54 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 557,845 | 73.84 | 28,043 | 75.13 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 45,055 | 13.94 | 2,265 | 14.75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 63,018 | 59.52 | 3,168 | 60.68 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 1,537,781 | 1.37 | 77,292 | 2.02 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,546 | 6.40 | 530 | 7.29 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 16,048 | 0.15 | 807 | 0.88 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 59,821 | 0.76 | 2,992 | 0.71 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 13,174 | 69.35 | 662 | 70.62 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 30,915 | 3.60 | 1,554 | 4.37 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,086,690 | 13.45 | 54,628 | 14.29 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 468,427 | 4.52 | 23,548 | 5.29 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 14,497 | 0.88 | 1 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 376,151 | 9.56 | 18,909 | 10.38 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5,068 | 255 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 11,564 | 581 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 58,490 | 1,648.58 | 2,940 | 1,726.09 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 26,550 | 8.51 | 1,335 | 9.34 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 31,544 | 53.96 | 1,586 | 55.09 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 49,675 | 11.41 | 2,497 | 12.28 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 295,521 | 4.21 | 14,856 | 4.98 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 24,662 | 1.72 | 1,240 | 2.48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299,674 | 30.87 | 15 | 36.36 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 61,059 | 14.61 | 3,069 | 15.46 |
