Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Index Funds - Vanguard Large-Cap ETF meliputi Nordwand Advisors, LLC, Blueprint Financial Advisors LLC, Blueprint Investment Partners LLC, Yeomans Consulting Group, Inc., Glenmede Investment Management, LP, Secure Asset Management, LLC, Harbor Asset Planning, Inc., Maseco Llp, Horizon Bancorp Inc /in/, Summit Wealth Group Llc / Co, Kelman-Lazarov, Inc., BluePointe Capital Management, LLC, Essex LLC, Balboa Wealth Partners, Catalyst Financial Partners Llc, Arista Wealth Management, LLC, PKS Advisory Services, LLC, Foster Group, Inc., Oldfather Financial Services, LLC, dan BLVD Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Holistic Planning, LLC | 6,964 | 3.43 | 1,987 | 14.80 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15,208 | 119.71 | 4,339 | 143.90 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 49,514 | 1.80 | 14,126 | 13.00 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 1,266 | 2.18 | 361 | 13.52 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 432,039 | 0.15 | 123,261 | 11.17 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 27 | 8 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 53,275 | 71.60 | 15,200 | 90.49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,721 | 6.74 | 1,632 | 18.52 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1,579 | 450 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 8,332 | 1.44 | 2,377 | 12.60 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 997 | 23.09 | 284 | 36.54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1,096,878 | 26.16 | 312,939 | 40.04 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 64,993 | 0.35 | 18,542 | 11.39 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 5,775 | 187.31 | 1,648 | 219.19 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 4,800 | 1 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 476 | 136 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 7,434 | 369.32 | 2,121 | 421.13 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80,956 | 0.96 | 23,097 | 12.06 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 1,624 | 17.94 | 463 | 31.16 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 18,025 | 14.06 | 5,143 | 26.62 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 2,546 | 726 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1,048,931 | 0.44 | 298,998 | 10.26 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1,913 | 248.45 | 546 | 286.52 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4,970 | 1.62 | 1,418 | 12.54 | ||||
| 2025-08-14 | 13F | Betterment LLC | 117,766 | 50.95 | 34 | 65.00 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 1,456 | 415 | ||||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 2,623 | 748 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9,188 | 8.72 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 2,939 | 24.38 | 838 | 38.06 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 446 | 22,200.00 | 127 | 5.83 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 4,536 | 3.80 | 1,294 | 15.23 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 378 | 108 | ||||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10,841 | 0.99 | 3,093 | 12.07 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 776 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11,118 | 76.11 | 3,172 | 95.50 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2,805 | 11.13 | 800 | 23.46 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 62,964 | 94.06 | 17,964 | 115.41 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 116,185 | 3.77 | 33,148 | 15.18 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 85,309 | 8.90 | 24 | 20.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 525,269 | 10.40 | 149,847 | 22.57 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 13,721 | 7.98 | 3,905 | 20.27 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 53,137 | 54.81 | 15,160 | 71.83 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 1,376 | 55.83 | 393 | 73.45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11,400 | 40.74 | 3,252 | 56.27 | |||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 625 | 4.17 | 178 | 15.58 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | 6 | ||||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 705 | 201 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1,260 | 3.62 | 361 | 15.38 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 22,537 | 123.83 | 6,430 | 148.42 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 890 | 254 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3,420 | 3.39 | 976 | 14.71 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 38,369 | 16.66 | 10,947 | 32.25 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 39,168 | 11.82 | 11,175 | 24.13 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 7,261 | 3.42 | 2,072 | 14.80 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 718 | 205 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 12,076 | 291.19 | 3,445 | 334.43 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 6,654 | 5.97 | 1,898 | 17.67 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 4,486 | 0.29 | 1,280 | 11.40 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 22,515 | 1.55 | 6,424 | 12.72 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23,870 | 0.58 | 6,810 | 11.66 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 2,798 | 9.43 | 798 | 21.46 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,123,462 | 0.65 | 605,824 | 11.72 | ||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 62,225 | 5.15 | 17,753 | 16.71 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,269 | 10.25 | 362 | 22.71 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 331,224 | 0.37 | 94,498 | 11.41 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 836 | 9.71 | 239 | 22.05 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 710,811 | 1.73 | 202,794 | 12.92 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 3,280 | 8.57 | 936 | 20.49 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 865 | 247 | ||||||
| 2025-07-28 | 13F | Essex LLC | 3,412 | 973 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 149,114 | 3.98 | 42,542 | 15.42 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29,477 | 8.17 | 8,410 | 20.06 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 30 | 9 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3,614 | 0.64 | 1,031 | 11.82 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18,982 | 296.78 | 5,415 | 340.60 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3,232 | 494.12 | 922 | 563.31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 2,500 | 13.64 | 713 | 26.19 | |||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1,666 | 0.66 | 475 | 11.76 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 51,271 | 0.85 | 14,628 | 11.95 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 5,702 | 2.57 | 1,627 | 13.87 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 803 | 229 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 44 | 13 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 3,207 | 0.03 | 938 | 13.85 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 4,816 | 30.23 | 1,238 | 24.07 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3,021 | 862 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 18 | 50.00 | 5 | 66.67 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 1,163 | 30.82 | 332 | 45.18 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 9,591 | 907.46 | 2,736 | 1,021.31 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 131 | 37 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1,977 | 27.30 | 564 | 41.35 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 8,710 | 0.59 | 2,485 | 11.64 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 78,515 | 474.74 | 22,400 | 537.99 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6,082 | 200.49 | 1,735 | 233.65 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 963 | 8.57 | 275 | 20.18 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11,434 | 0.82 | 3,254 | 12.48 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 129,189 | 2.02 | 36,858 | 13.24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,594 | 2.79 | 2,452 | 14.05 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3,522 | 0.26 | 1,009 | 11.75 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 53 | 15 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2,653 | 17.34 | 758 | 30.29 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 12,696 | 15.29 | 3,617 | 27.37 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7,225 | 22.58 | 2,061 | 36.13 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1,175 | 335 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 49,061 | 0.23 | 14 | 8.33 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 9,906 | 1.04 | 2,831 | 11.50 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 1,287 | 367 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 9,250 | 3.35 | 2,639 | 14.74 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 1,747 | 0.17 | 498 | 11.16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 300,761 | 1.85 | 86 | 13.33 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 2,433 | 0.29 | 618 | -5.66 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 661 | 7.48 | 189 | 18.99 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 39,030 | 0.04 | 11,135 | 11.04 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 14,160 | 10.97 | 4,040 | 23.18 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3,853 | 41.71 | 1,099 | 57.45 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 2,590 | 21.60 | 739 | 34.92 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 758 | 216 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 5,470 | 1.82 | 1,561 | 13.04 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3,429 | 1.21 | 978 | 12.41 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 11,878 | 9.35 | 3,389 | 21.39 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,137 | 48.82 | 324 | 65.31 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 758,573 | 5.10 | 216,421 | 16.66 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,093 | 6.63 | 0 | |||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 4,686 | 14.40 | 1,337 | 27.00 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 511 | 15.35 | 146 | 28.07 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 25,777 | 2.38 | 7,355 | 13.65 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 44,642 | 0.64 | 12,736 | 11.71 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 789 | 225 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,380 | 13.15 | 4,388 | 25.59 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 784 | 224 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22,260 | 98.24 | 6,351 | 120.03 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 350 | 100 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 29,458 | 8,429 | ||||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 68,184 | 0.21 | 19,453 | 11.23 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 65,674 | 1.94 | 18,737 | 13.15 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 29,308 | 0.66 | 8,585 | 21.90 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 43,874 | 55.79 | 12,517 | 72.93 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 12,805 | 1.22 | 3,653 | 12.37 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 16,711 | 1.14 | 4,768 | 12.27 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 30,557 | 3,533.41 | 8,718 | 3,935.65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 267,120 | 114.30 | 72,399 | 125.98 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 716 | 204 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 46 | 0 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 2,622 | 2.82 | 748 | 14.20 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 20,926 | 5.37 | 5,584 | 9.40 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 952 | 13.20 | 272 | 25.46 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2,902 | 6.73 | 828 | 18.48 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 554,389 | 5.93 | 158,167 | 17.58 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 2,725 | 40.25 | 700 | 33.59 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6,144 | 1.37 | 1,753 | 12.52 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 5,609 | 25.45 | 1,600 | 32.78 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 152 | 7.04 | 43 | 19.44 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 909 | 2.02 | 259 | 13.60 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 11,681 | 0.46 | 3,333 | 11.51 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,570 | 250.45 | 448 | 288.70 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 57,874 | 16,511 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 31,922 | 4.77 | 9,107 | 16.29 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 1,366 | 0.52 | 390 | 11.46 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 16,274 | 1.37 | 4,643 | 12.51 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2,298 | 3.65 | 656 | 15.11 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 7,114 | 75.01 | 2,030 | 94.35 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 32,153 | 1.50 | 9,201 | 12.99 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,596 | 46.02 | 455 | 61.92 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 35,485 | 0.85 | 10,154 | 12.27 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 951 | 274 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 2,600 | 742 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 800,400 | 2.99 | 228,356 | 14.11 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 390,493 | 0.05 | 111,408 | 11.05 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 202,141 | 0.07 | 57,671 | 11.08 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 1,881 | 537 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 2,777 | 792 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 1,387 | 396 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37,772 | 12.14 | 10,776 | 24.48 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 1,021 | 0.49 | 295 | 22.50 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 64,299 | 3.57 | 18,345 | 14.96 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 59,787 | 10.20 | 17,057 | 22.33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 687 | 41.65 | 196 | 58.06 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 715 | 204 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1,691 | 19.42 | 483 | 32.42 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1,552 | 0.19 | 443 | 11.06 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 90,660 | 7.28 | 25,865 | 19.08 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 3,776 | 0.37 | 1 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 825 | 235 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 1,870 | 2.30 | 534 | 13.65 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 75,439 | 29.49 | 19,390 | 23.40 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 9,097 | 28.53 | 2,595 | 42.66 | ||||
| 2025-08-13 | 13F | GQG Partners LLC | 2,817 | 804 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11,396 | 3 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 418 | 0.97 | 122 | 15.09 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 3,841 | 3.98 | 1,096 | 16.12 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 17,697 | 0.73 | 5,049 | 11.83 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5,216 | 0.66 | 1,488 | 11.80 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 83,232 | 1.84 | 24,322 | 15.79 | ||||
| 2025-07-17 | 13F | City Holding Co | 25,382 | 13.78 | 7,241 | 26.29 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 87,000 | 24,821 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 329,513 | 113.45 | 94,010 | 136.93 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 296 | 84 | ||||||
| 2025-07-30 | NP | APUE - ActivePassive U.S. Equity ETF | 1,580 | 58.16 | 429 | 57.14 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 59,934 | 4.16 | 17,099 | 15.61 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4,957 | 1.45 | 1,414 | 12.67 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 811 | 2.27 | 231 | 13.79 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 156,138 | 1.71 | 44,546 | 12.90 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 4,509 | 0.42 | 1,286 | 11.44 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 730 | 208 | ||||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 28,149 | 8,024 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 43,925 | 2.38 | 12,532 | 13.64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 511,017 | 26.11 | 145,798 | 39.98 | ||||
| 2025-08-14 | 13F | Bank of Marin | 1,627 | 464 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 53,468 | 0.04 | 15,255 | 11.04 | ||||
| 2025-08-14 | 13F | Cobler Capital Management, LLC | 842 | 477 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16,788,189 | 4.08 | 4,777,591 | 15.93 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 14,304 | 0.10 | 3,677 | -4.62 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 4,312 | 1,230 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 754 | 215 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 31,558 | 62.56 | 9,003 | 80.46 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 43 | 12 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 16,488 | 1,572.21 | 4,723 | 1,819.92 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3,298 | 16.87 | 944 | 30.07 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 18,046 | 0.56 | 5,149 | 11.62 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 747 | 213 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 41,184 | 5.42 | 11,750 | 17.02 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 712 | 203 | 86.24 | |||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 3,262 | 0.52 | 931 | 11.51 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 1,896 | 25.15 | 541 | 38.82 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 903 | 3.08 | 260 | 15.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 806,765 | 0.86 | 230,170 | 11.96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5,608 | 2.22 | 1,600 | 13.40 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 1,666 | 1.65 | 475 | 12.83 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 1,134 | 324 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 48,966 | 3.65 | 13,970 | 15.06 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 44,210 | 6.93 | 12,613 | 18.70 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8,615 | 25.35 | 2,458 | 32.60 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 967 | 20.27 | 287 | 40.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1,997 | 26.87 | 570 | 40.84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,061 | 0.00 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3,115 | 6.17 | 889 | 17.77 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 10,496 | 51.37 | 2,995 | 68.01 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 352,178 | 1.04 | 100,476 | 12.15 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 39,214 | 0.65 | 11,188 | 11.72 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16,469 | 4,699 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1,608 | 1.20 | 459 | 12.25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 78,529 | 0.35 | 22,404 | 11.39 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 762 | 217 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 6,227 | 5.17 | 1,777 | 16.77 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5,609 | 35.03 | 1,600 | 49.95 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 1,131 | 0.27 | 326 | 22.18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,520,623 | 3.06 | 433,834 | 14.40 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 1,133 | 22.35 | 291 | 16.87 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 61,059 | 0.46 | 17,471 | 11.83 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1,426 | 10.97 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6,740 | 1.58 | 1,923 | 12.73 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 2,993 | 59.88 | 856 | 69.84 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 750 | 214 | ||||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 21,911 | 62.79 | 6,251 | 80.72 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 66,003 | 2.28 | 18,831 | 13.53 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 17,372 | 3.10 | 4,956 | 14.43 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1,799 | 7.79 | 517 | 28.36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8,317 | 28.07 | 2,373 | 42.18 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 41,733 | 1,746.59 | 11,906 | 1,952.76 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 2,141 | 8.35 | 611 | 20.32 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2,157 | 546 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5,400 | 1,541 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9,253 | 22.56 | 2,638 | 35.93 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2,095 | 0.62 | 622 | 17.17 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 732 | 209 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1,006 | 287 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1,821 | 0.17 | 519 | 11.13 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 75,507 | 21,606 | ||||||
| 2025-08-04 | 13F | Human Investing LLC | 19,560 | 70.77 | 5,586 | 89.71 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 165,723 | 0.96 | 47,420 | 12.40 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 35,521 | 5.77 | 10,134 | 17.40 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44,394 | 20.23 | 12,666 | 33.46 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 762 | 217 | ||||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 336 | 96 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11,877 | 9.52 | 3,388 | 21.56 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 84,449 | 3.85 | 24,093 | 16.58 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 1,287 | 367 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 233,612 | 5.02 | 66,649 | 16.58 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2,989 | 0.34 | 853 | 11.37 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,022 | 2.40 | 292 | 13.67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 328,031 | 2.35 | 93,587 | 13.61 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 703 | 201 | ||||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1,610,784 | 12.04 | 459,557 | 24.37 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8,669 | 6.22 | 2,481 | 18.26 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 713 | 203 | ||||||
| 2025-07-25 | 13F | Advocate Group Llc | 60,706 | 3.30 | 17,320 | 14.66 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 131 | 21.30 | 37 | 37.04 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 24,362 | 8.34 | 6,951 | 20.26 | ||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 37,048 | 1,432.18 | 2,178 | 250.56 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 2,881 | 9.25 | 824 | 21.71 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1,263 | 360 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2,195 | 18.46 | 626 | 31.51 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 93,800 | 18.05 | 26,761 | 31.04 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 22,459 | 14.52 | 6,408 | 27.12 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 44,715 | 0.17 | 12,757 | 11.19 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 266,865 | 556.82 | 11,832 | 13.29 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,776,752 | 4.25 | 792,207 | 15.72 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,545,138 | 14.33 | 440,820 | 26.90 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18,438 | 1.53 | 5,260 | 12.71 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5,950 | 0.07 | 1,698 | 11.06 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 25,420 | 8.12 | 7,252 | 19.57 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1,953 | 1.19 | 557 | 12.30 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 2,563 | 3.35 | 731 | 14.76 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 40,269 | 0.28 | 11,489 | 11.31 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 4,166 | 8.89 | 1,189 | 20.85 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,592 | 8.30 | 454 | 20.42 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 217,692 | 94.92 | 62,108 | 116.36 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 1,528 | 436 | ||||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 274 | 1.48 | 78 | 13.04 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 10,273 | 32.55 | 2,931 | 47.16 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 1,384 | 395 | ||||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 757 | 216 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 67,835 | 687.50 | 19,353 | 774.12 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 48,449 | 16.37 | 13,822 | 29.18 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 8,033 | 28.59 | 2,292 | 42.74 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 313 | 6.83 | 91 | 21.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17,841 | 5,090 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1,282,119 | 16.73 | 365,788 | 29.56 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 51,574 | 82.94 | 14,714 | 103.06 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 114,287 | 2.03 | 32,606 | 13.25 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 20,149 | 72.26 | 5,749 | 91.22 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 734 | 210 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2,885 | 6.69 | 823 | 18.42 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 15,740 | 15.98 | 4,491 | 28.73 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,587 | 10.41 | 1,879 | 22.57 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 11,758 | 15.16 | 3,365 | 28.20 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 14,326 | 4.25 | 4,077 | 16.13 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 39,247 | 0.27 | 11,197 | 11.30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 32,426 | 0.02 | 9,251 | 11.03 | ||||
| 2025-07-14 | 13F | Strategic Planning, Inc. | 1,062 | 273 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6,615 | 9.79 | 1,887 | 16.19 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 720 | 205 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 2,250 | 2.27 | 642 | 13.45 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 4,532 | 27.37 | 1,293 | 41.36 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 757 | 216 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 9,889 | 74.19 | 2,821 | 93.35 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 114,302 | 10.35 | 32,610 | 22.48 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 61,410 | 1.53 | 17,520 | 12.71 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4,495 | 31.47 | 1,282 | 46.01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 23,071 | 13.94 | 6,582 | 26.48 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1,101 | 314 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 1,074 | 306 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 246,168 | 0.00 | 70,231 | 11.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,492 | 19.79 | 1,282 | 33.02 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 133,457 | 1.83 | 38,075 | 13.04 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2,199 | 0.18 | 565 | -4.56 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 3,449 | 0.32 | 988 | 11.78 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11,159 | 3.30 | 3,184 | 14.66 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 471,739 | 10.90 | 134,587 | 23.10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23,423 | 37.11 | 6,683 | 52.21 | ||||
| 2025-08-14 | 13F | Norinchukin Bank, The | 300,000 | 85,590 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4,962 | 1,416 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 366,165 | 7.90 | 104,467 | 19.77 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 54,786 | 1.12 | 15,630 | 12.24 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 746 | 213 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 12 | 3 | ||||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 12,998 | 27.42 | 4 | 50.00 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 21,109 | 15.49 | 6,022 | 28.21 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 238 | 0 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 1,555 | 86.00 | 458 | 112.56 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 745 | 213 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 789,095 | 0.93 | 225,129 | 12.03 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 17,184 | 1.03 | 4,417 | -3.73 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 35,192 | 307.08 | 10,040 | 351.85 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 750 | 214 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6,392 | 3.70 | 1,867 | 17.80 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 934 | 266 | ||||||
| 2025-07-03 | 13F | First Hawaiian Bank | 60,079 | 0.58 | 17,141 | 11.64 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5,434 | 20.17 | 1,550 | 33.39 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1,457 | 18.07 | 427 | 34.38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,532 | 20.87 | 2,434 | 34.18 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,937 | 838 | ||||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 61,515 | 17,550 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 5,177 | 9.96 | 1,477 | 21.98 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 56,172 | 7.50 | 16,026 | 19.32 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 13,009 | 184.60 | 3,711 | 216.10 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11,035 | 4.96 | 3,148 | 17.99 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 718,552 | 0.57 | 205,003 | 11.63 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5,533 | 14.98 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 2,469 | 124.25 | 704 | 149.65 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 49 | 14 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 6,541 | 20.62 | 1,872 | 25.23 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1,123,039 | 4.42 | 320,403 | 15.91 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 238,093 | 1.08 | 67,928 | 12.19 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 54 | 15 | ||||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 209,344 | 10.44 | 59,726 | 22.59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3,091 | 246.52 | 882 | 284.72 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1,930 | 551 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 222,243 | 6.70 | 63,124 | 18.42 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 1,271 | 1.19 | 327 | -3.55 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 844 | 174.92 | 241 | 207.69 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2,157 | 41.35 | 615 | 56.89 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 71,211 | 3.78 | 20,317 | 15.20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,728 | 1.44 | 1,063 | 12.61 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 5,350 | 58.00 | 1,526 | 75.40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 320,589 | 16.99 | 91,464 | 29.86 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2,937 | 838 | ||||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 5,232 | 4.06 | 1,493 | 15.48 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25,858 | 255.39 | 7,377 | 283.82 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 3,304 | 0.85 | 943 | 12.00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 102 | 29 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1,931 | 12.14 | 551 | 24.66 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3,594,803 | 3.30 | 1,025,597 | 14.66 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 88,232 | 12.26 | 25,173 | 24.61 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1,428 | 2.81 | 407 | 14.33 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 43 | 12 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 45,338 | 32.64 | 13 | 50.00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 986 | 281 | ||||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 6,642 | 5.56 | 1,895 | 17.13 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 8,852 | 0.71 | 2,525 | 11.78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7,674 | 182.13 | 2,190 | 213.16 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 161,911 | 6.62 | 46,193 | 18.34 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 9,154 | 0.62 | 2,619 | 12.02 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 13,552 | 3,866 | ||||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 849 | 0.12 | 242 | 6.14 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 3,753 | 965 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 72,719 | 0.29 | 20,747 | 11.32 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 46,663 | 1.59 | 13,313 | 12.76 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 685,315 | 17.70 | 195,027 | 31.11 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 6,155 | 1,756 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 76,277 | 30.93 | 19,390 | 23.40 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 1,571 | 1.42 | 0 | |||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 3,791 | 0.37 | 1,082 | 11.44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,828,371 | 3.76 | 806,935 | 15.17 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 3,854 | 5.16 | 1,100 | 16.67 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3,162 | 33.31 | 902 | 48.11 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 53,310 | 2.80 | 15,209 | 14.10 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 470,837 | 11.48 | 134,330 | 23.74 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,631 | 130.10 | 1,067 | 166.75 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 1,575 | 28.57 | 451 | 43.31 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 17,014 | 0.50 | 4,854 | 11.56 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 6,250 | 11.09 | 1,783 | 23.31 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 940 | 9.68 | 268 | 21.82 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 10,310 | 0.20 | 2,941 | 11.23 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,662 | 474 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 230,728 | 3.68 | 65,827 | 15.08 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 27,595 | 1,049.31 | 7,873 | 1,175.85 | ||||
| 2025-07-15 | 13F | Maseco Llp | 4,889 | 1,395 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 6,452 | 10.59 | 1,841 | 22.75 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 70,244 | 4.62 | 20,041 | 16.13 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 156,400 | 44,621 | ||||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Core ETF | 791 | 16.67 | 202 | 6.91 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 100 | 30 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 26,574 | 0.85 | 7,582 | 11.95 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,165 | 14.47 | 1,473 | 27.09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,643 | 469 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,257,123 | 1.45 | 643,957 | 12.61 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 5,663 | 17.13 | 1,614 | 29.43 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 2,969 | 847 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4,580 | 1,311 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 732 | 209 | ||||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 5,966 | 3.11 | 1,702 | 14.46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 94,910 | 13.60 | 27,078 | 26.09 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 1,148 | 7.19 | 328 | 18.91 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 710 | 203 | ||||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 298,605 | 1.32 | 85,197 | 12.47 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 166,188 | 11.53 | 47,413 | 23.80 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 80 | 23 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7,399 | 1.62 | 2,111 | 12.77 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4,777 | 3.51 | 1,363 | 14.84 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7,053 | 1.76 | 2,012 | 12.97 | ||||
| 2025-08-12 | 13F | Atalanta Sosnoff Capital, Llc | 2,058 | 40.57 | 587 | 56.12 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 162,951 | 4.31 | 46,490 | 15.78 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 490 | 140 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 275 | 78 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 39,297 | 4.09 | 11,211 | 15.53 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 3,800 | 1,084 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 4,991 | 8.67 | 1,424 | 20.68 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1,943 | 14.23 | 554 | 26.77 |
