Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard STAR Funds - Vanguard Total International Stock ETF meliputi Rakuten Investment Management, Inc., LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class, Silphium Asset Management Ltd, Kingstone Capital Partners Texas, LLC, Seneca Financial Advisors LLC, Tribridge Partners Financial LLC, Glenmede Investment Management, LP, Valpey Financial Services, LLC, Wolf Group Capital Advisors, New Republic Capital, LLC, DSG Capital Advisors, LLC, Concurrent Investment Advisors, LLC, Tableaux Llc, Bradley & Co. Private Wealth Management, LLC, Northern Lights Fund Trust - Ocean Park International ETF, Sentinus, LLC, IMS Capital Management, Farmers & Merchants Trust Co of Long Beach, Midwest Trust Co, dan Semitam Bonam 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 836,166 | 1,100.11 | 57,771 | 1,224.39 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 34,825 | 26.53 | 2,406 | 40.78 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6,735 | 4.18 | 465 | 15.96 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 3,845 | 266 | ||||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 88,307 | 0.68 | 6 | 20.00 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 214,949 | 35,311.70 | 15 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 766 | 0.66 | 53 | 10.64 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 28,634 | 0.37 | 1,978 | 11.69 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 29,128 | 2,012 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 11,352 | 73.23 | 784 | 93.10 | ||||
| 2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 341,227 | 3.50 | 23,575 | 15.16 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 19,988 | 22.32 | 1,381 | 36.09 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 20,358 | 86.48 | 1,407 | 107.68 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1,843 | 127 | ||||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 23,780 | 4.79 | 1,643 | 16.54 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 7,033 | 0.73 | 486 | 12.01 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 114,745 | 8.26 | 7,928 | 20.45 | ||||
| 2025-08-14 | 13F | Ruane, Cunniff & Goldfarb L.P. | 4,662 | 13.13 | 322 | 26.27 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 4,021 | 0.73 | 278 | 12.15 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 4,236 | 9.49 | 293 | 21.67 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 15,669 | 0.26 | 1,083 | 11.55 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 58,542 | 1,371.27 | 4,045 | 1,537.25 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 8,464 | 0.11 | 585 | 11.24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 263,446 | 17.78 | 18,201 | 31.04 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 18,863 | 2.64 | 1,303 | 14.20 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 4,149,816 | 21.36 | 286,711 | 35.02 | ||||
| 2025-07-28 | 13F | Essex LLC | 25,427 | 26.87 | 1,757 | 41.16 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9,518 | 3.58 | 658 | 15.26 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 40,309 | 51.10 | 2,785 | 68.12 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 56,675 | 342.32 | 3,916 | 418.54 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1,140 | 37,900.00 | 79 | 16.42 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 2,994 | 207 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 9,033 | 0.17 | 624 | 11.43 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 12,826 | 4.53 | 886 | 16.43 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 134,810 | 8.94 | 9,314 | 21.20 | ||||
| 2025-08-12 | 13F | Bokf, Na | 59,850 | 2.82 | 4,135 | 14.42 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 1,430,993 | 98,867 | ||||||
| 2025-07-23 | 13F | Gerber, Llc | 8,884 | 9.62 | 614 | 21.87 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 93,656 | 0.24 | 6,516 | 12.29 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 37,524 | 14.63 | 2,590 | 27.46 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 180,386 | 26.07 | 12,463 | 40.26 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 848,764 | 698.76 | 58,641 | 788.77 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 51,286 | 11.94 | 3,543 | 24.53 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 103,929 | 28.16 | 7,180 | 42.60 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 52,707 | 11.45 | 3,642 | 24.01 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 25,152 | 0.73 | 1,738 | 12.06 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1,027 | 44.24 | 71 | 59.09 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 15,922 | 7.12 | 1,100 | 19.18 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2,936 | 203 | ||||||
| 2025-07-17 | 13F | Cairn Investment Group, Inc. | 308,109 | 3.17 | 21 | 16.67 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 20,953 | 53.06 | 1,301 | 61.41 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 22,745 | 6.44 | 1,571 | 18.39 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 8,422 | 2.74 | 582 | 14.15 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 163,593 | 2.14 | 11,303 | 13.63 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 2,896 | 200 | ||||||
| 2025-08-11 | 13F | EMC Capital Management | 302 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 15,508 | 2.46 | 1,071 | 14.06 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 38,297 | 7.26 | 2,664 | 19.95 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 95,097 | 4.30 | 6,570 | 16.04 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 121,779 | 0.12 | 8,414 | 11.39 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 7,345 | 2.77 | 507 | 14.45 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 4,640 | 323 | ||||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 24,137 | 320.14 | 1,668 | 368.26 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 7,307 | 6.87 | 505 | 18.87 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 15,156 | 1,047 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 239,102 | 1.75 | 16,520 | 13.21 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 5,226 | 0.42 | 361 | 11.76 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3,408 | 0.71 | 235 | 11.90 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 8,676 | 599 | ||||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 415,879 | 2.82 | 28,762 | 14.50 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 1,069 | 0.75 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 15,003 | 228.58 | 1,037 | 266.08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,021,245 | 25.68 | 277,844 | 39.84 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 45 | 0 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 995 | 2.79 | 69 | 13.33 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 8,677 | 25.77 | 599 | 39.95 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 21,952 | 450.31 | 1,517 | 513.77 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 3,011 | 208 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 4,230 | 292 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 11,920 | 0.49 | 824 | 11.82 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 17,520 | 1.11 | 1,210 | 12.45 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 6,807 | 10.68 | 470 | 23.36 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 7,314 | 60.61 | 505 | 79.08 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 19,013 | 16.89 | 1 | 0.00 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,110 | 284 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10,117 | 47.84 | 699 | 64.86 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 168 | 0.60 | 12 | 10.00 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 7,102 | 0.03 | 491 | 11.36 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 68,229 | 70.79 | 4,714 | 90.04 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 72,317 | 8.07 | 4,996 | 20.24 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8,825 | 610 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 95,308 | 19.58 | 7 | 50.00 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 152,155 | 4.12 | 10,512 | 15.85 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 4,034 | 279 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 9,002 | 622 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 3,999 | 19.84 | 276 | 33.33 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 3,663 | 5.29 | 253 | 17.13 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 8,726 | 0.83 | 603 | 12.10 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 59,742 | 27.81 | 4,128 | 42.21 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8,482 | 5.73 | 586 | 17.67 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13,959 | 282.44 | 964 | 326.55 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 31,254 | 132.15 | 2,159 | 158.25 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 8,792 | 0.73 | 607 | 11.99 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12,069 | 34.89 | 834 | 50.09 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 178,132 | 3.18 | 12,307 | 14.79 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5,520 | 381 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 110 | 8 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 88,838 | 5.05 | 6,138 | 16.87 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 3,108 | 215 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 24,754 | 0.72 | 1,710 | 12.06 | ||||
| 2025-08-12 | 13F | Ade, Llc | 129,928 | 2.75 | 8,977 | 14.31 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,982 | 5.32 | 275 | 17.52 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1,263 | 0.64 | 87 | 14.47 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2 | 0 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 36,697 | 0.06 | 2,535 | 11.33 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 25,059 | 0.00 | 1,731 | 11.25 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 69,975 | 29.29 | 4,835 | 43.83 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 314,710 | 3.22 | 21,743 | 14.84 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 242,968 | 0.71 | 16,787 | 12.04 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 11,859 | 109.41 | 819 | 133.33 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 126,955 | 9.60 | 8,771 | 21.94 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 327 | 14.74 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 3,330 | 6.39 | 230 | 13.30 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 75,327 | 622.98 | 5,204 | 704.33 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,670 | 55.32 | 184 | 73.58 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 25,494 | 1,761 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 371,270 | 166.23 | 25,651 | 196.20 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 10,081 | 0.02 | 697 | 11.36 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 18,952 | 8.28 | 1,309 | 20.53 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 44,586 | 10.45 | 3,080 | 22.91 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 54,140 | 0.27 | 3,362 | 5.69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 294,238 | 7.55 | 20,329 | 19.65 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,663 | 115.80 | 184 | 140.79 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 4,229 | 292 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4,655 | 8.10 | 322 | 20.22 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 117,714 | 0.28 | 8,133 | 11.57 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 450,685 | 1.59 | 31,138 | 13.03 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 6,418 | 36.12 | 443 | 51.71 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 227,109 | 6.15 | 15,691 | 18.09 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 173,690 | 10.16 | 12,000 | 22.56 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 23,140 | 10.15 | 1,599 | 22.62 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9,562 | 661 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 492 | 34 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5,443 | 376 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 8,112 | 62.05 | 560 | 80.65 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 18,935 | 1,308 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 842,765 | 4.78 | 58,228 | 16.57 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 86,825 | 9.51 | 5,999 | 21.84 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,230,603 | 27.23 | 85,022 | 41.56 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18,115 | 13.82 | 1,252 | 26.62 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 97,256 | 74.70 | 6,719 | 94.36 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 3,000 | 0 | ||||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 743,366 | 5.82 | 51,335 | 17.68 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,344 | 93 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 9,257 | 5.79 | 634 | 10.86 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10,540 | 0.73 | 728 | 12.17 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 108,182 | 1.77 | 7,474 | 13.23 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 3,685 | 1.04 | 255 | 12.39 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 712,922 | 2.76 | 49,256 | 14.33 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 151,964 | 79.81 | 10,499 | 100.06 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4,758 | 0.51 | 329 | 11.95 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,572 | 247 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 74,011 | 4.72 | 5,113 | 10.27 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 3,094 | 214 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16,306 | 96.25 | 1,013 | 106.95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 642,031 | 11.68 | 44,358 | 24.25 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 5,768 | 3.80 | 399 | 15.36 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 29,294 | 2,024 | ||||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 10,280 | 7.27 | 710 | 19.33 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 10,200 | 705 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 288,308 | 19,919 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 12,039 | 2.67 | 832 | 14.15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,407,876 | 9.39 | 235,450 | 21.71 | ||||
| 2025-07-21 | 13F | Intrinsic Value Partners, LLC | 14,017 | 27.69 | 968 | 42.14 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,377 | 80.95 | 95 | 102.13 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 157,788 | 6.68 | 10,902 | 18.68 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 207,763 | 4.92 | 14,354 | 16.74 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 45,134 | 10.11 | 3,118 | 22.51 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 4,623 | 5.38 | 319 | 17.28 | ||||
| 2025-08-12 | 13F | Main Management LLC | 163,347 | 0.47 | 11 | 10.00 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 18,195 | 94.08 | 1,257 | 115.98 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9,171 | 0.70 | 634 | 12.04 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 35,153 | 7.73 | 2,429 | 19.84 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 550,237 | 5.60 | 38,016 | 17.49 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 19,022 | 5.72 | 1,314 | 17.64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 192,761 | 26.76 | 13,284 | 39.75 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5,099 | 44.00 | 352 | 62.21 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4,679,976 | 79.38 | 1,717,677 | 960.21 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9,838 | 10.07 | 680 | 22.34 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1,244,096 | 1.63 | 77,258 | 7.09 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 12,034 | 0.72 | 832 | 11.99 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 1,120,508 | 7.48 | 77,416 | 19.58 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 3,766 | 0.91 | 260 | 12.55 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2,178 | 0.69 | 150 | 11.94 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26,448 | 295.75 | 1,827 | 340.24 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 25,983 | 4.32 | 1,795 | 16.11 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 929 | 0.11 | 64 | 12.28 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 278 | 19 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 82,461 | 1.67 | 5,697 | 13.13 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 6,963 | 1.72 | 481 | 13.18 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15,156 | 1,047 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 163,265 | 3.41 | 11,280 | 15.06 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 14,337 | 6.54 | 991 | 18.56 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 8,781 | 28.32 | 607 | 42.92 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 6,511 | 4.48 | 450 | 16.02 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 5,279 | 55.22 | 365 | 72.51 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8,369 | 83.25 | 578 | 108.66 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 510,857 | 16.57 | 35,295 | 29.70 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 13,866 | 7.69 | 958 | 19.90 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 21,486 | 364.56 | 1,485 | 417.07 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 190 | 12.43 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 36,670 | 3 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3,407 | 235 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 11,065 | 0.09 | 764 | 11.37 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5,083 | 0.41 | 351 | 11.78 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 120 | 0.84 | 8 | 14.29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 60,642 | 8.75 | 4,190 | 21.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 180,259 | 1.41 | 12,454 | 12.83 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4,018 | 278 | ||||||
| 2025-07-15 | 13F | Tenon Financial LLC | 658,588 | 102.38 | 43,227 | 113.90 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 9,673 | 668 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 186,460 | 38.06 | 12,882 | 53.59 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 52,399 | 7.55 | 3,620 | 19.67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,613,868 | 2.65 | 180,592 | 14.20 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 19,867 | 1.84 | 1,373 | 13.29 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 140,275 | 0.67 | 9,692 | 12.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 13,452 | 28.04 | 929 | 42.48 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2,900 | 200 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 9,247 | 98.18 | 639 | 120.76 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 5,937 | 0.59 | 410 | 12.02 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 209 | 16.76 | 14 | 27.27 | ||||
| 2025-07-15 | 13F | Hall Laurie J Trustee | 16,629 | 13.59 | 1,149 | 26.29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 38,730 | 10.65 | 2,676 | 23.10 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 24,897 | 5.17 | 1,720 | 17.01 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 25,136 | 1.04 | 1,737 | 12.44 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 85,372 | 0.11 | 5,898 | 11.39 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 138,890 | 0.06 | 9,596 | 11.31 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 160,966 | 20.43 | 11,121 | 33.99 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3,626 | 0.58 | 251 | 12.11 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 19,783 | 138.38 | 1,367 | 165.24 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 101,052 | 1.05 | 6,982 | 12.42 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 480,690 | 7,945.02 | 33,211 | 8,851.48 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 33,573 | 15.55 | 2,320 | 28.55 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 6,670 | 10.16 | 461 | 22.34 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17,960 | 10.14 | 1,241 | 22.53 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 53,613 | 0.00 | 3,329 | 5.38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3,073,670 | 7.13 | 213,589 | 19.88 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 3,284 | 0 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5,738 | 58.68 | 396 | 85.92 | ||||
| 2025-07-21 | 13F | 25 Llc | 622,840 | 3.06 | 43,032 | 14.66 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 135,738 | 36.22 | 9,378 | 51.55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 29,881 | 115.79 | 2,064 | 140.28 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 172,540 | 1.03 | 11,921 | 12.40 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 25,479 | 7.37 | 1,760 | 19.48 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12,340 | 1.72 | 853 | 13.15 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4,502 | 36.63 | 311 | 52.45 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 3,278 | 226 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 16,737 | 1,156 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 16,015 | 8.75 | 1,106 | 21.01 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 370 | 25 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 29,205 | 0.06 | 2,018 | 11.31 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 3,731 | 258 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 95,422 | 12.76 | 6,593 | 25.44 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 244,295 | 19.75 | 16,878 | 33.23 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 15,690 | 10.74 | 1,084 | 23.32 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 1,569,678 | 11.12 | 108,407 | 23.54 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 64,852 | 2.88 | 4,481 | 14.46 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 373 | 26 | ||||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 5,350 | 370 | ||||||
| 2025-08-13 | 13F | Silphium Asset Management Ltd | 409,500 | 28,292 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 129,604 | 1.02 | 8,954 | 12.40 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 19,576 | 10.68 | 1,353 | 23.13 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6,309 | 17.64 | 436 | 30.63 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 16,123 | 0.84 | 1,114 | 12.20 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21,383 | 3.44 | 1,477 | 15.12 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 32,696 | 4.88 | 2,259 | 16.69 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 7,555 | 12.43 | 522 | 24.94 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 19,631 | 0.23 | 1,356 | 17.50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12,544 | 357.31 | 867 | 409.41 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 3,322 | 230 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 12,873 | 21.49 | 889 | 35.11 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 28,986 | 97.28 | 2,003 | 119.52 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 279 | 0.36 | 19 | 11.76 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 17,466 | 676 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 95,114 | 3.32 | 6,571 | 14.96 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 12,742 | 21.01 | 791 | 27.58 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 174,475 | 4.72 | 12,054 | 16.51 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 10,695 | 12.00 | 739 | 24.66 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 44,337 | 0.01 | 3,063 | 11.26 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 5,319 | 1.94 | 330 | 7.49 | ||||
| 2025-08-11 | 13F | Empirical Finance, LLC | 57,025 | 10.38 | 3,940 | 22.79 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 49,939 | 0.05 | 3,450 | 11.33 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9,387 | 4.77 | 649 | 16.55 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 36,850 | 98.16 | 2,547 | 120.43 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 214,132 | 18.10 | 14,794 | 31.40 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,076 | 6.01 | 74 | 17.46 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 960 | 31.33 | 66 | 46.67 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3,139 | 217 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 3,638 | 251 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 27,831 | 4.14 | 1,923 | 22.11 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16,545 | 0.09 | 1,143 | 11.40 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17,668 | 2.81 | 1,221 | 9.03 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 3,248,576 | 110.64 | 224,444 | 134.35 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 19,233 | 8.24 | 1,337 | 17.80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 528 | 36 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 5,894 | 407 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 17,607 | 31.45 | 1,216 | 46.33 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12,035 | 31.36 | 832 | 46.30 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 34,851 | 157.96 | 2,408 | 187.23 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 13,400,600 | 837,672 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 130,187 | 6.31 | 8,987 | 18.17 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 7,783 | 12.31 | 538 | 24.88 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 9,635 | 7.22 | 665 | 28.68 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 278,521 | 6.97 | 19,243 | 19.02 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 7,471 | 8.02 | 516 | 20.28 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 3,700 | 12.12 | 256 | 25.00 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 79,914 | 5,521 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 21,501 | 9.30 | 1,485 | 21.62 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4,523 | 4.38 | 313 | 15.99 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 51,555 | 107.38 | 3,562 | 130.78 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 57,320 | 87.10 | 3,960 | 108.20 | ||||
| 2025-07-16 | 13F | American National Bank | 24,791 | 106.18 | 1,713 | 129.49 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8,632 | 59.38 | 597 | 77.38 | ||||
| 2025-08-13 | 13F | Thornburg Investment Management Inc | 5,805 | 401 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,922 | 0.63 | 133 | 11.86 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7,978 | 33.30 | 551 | 48.52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 11,357,540 | 14.71 | 784,692 | 27.63 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2,142 | 1.71 | 148 | 13.08 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 71,200 | 0.89 | 4,919 | 12.25 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 30,634 | 0.76 | 2,117 | 12.14 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 5,338 | 0.02 | 370 | 25.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,847,994 | 3.49 | 127,678 | 15.14 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 31,729 | 1.82 | 2 | 100.00 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 15,765 | 1.21 | 1,089 | 12.62 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 28,610 | 2.14 | 1,977 | 13.63 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1,393,877 | 8.18 | 96,303 | 20.36 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 92,788 | 3.27 | 6,411 | 19.93 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 147,510 | 11.51 | 10,191 | 24.07 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 175,993 | 4.64 | 12,159 | 16.42 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 18,942 | 0.73 | 1,309 | 12.08 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 21,046 | 0.49 | 1,454 | 11.85 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 8,185 | 566 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 4,791 | 3.01 | 331 | 14.93 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 52,737 | 44.54 | 3,644 | 60.84 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,801 | 0.28 | 124 | 18.10 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 6,989 | 0 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 23,575 | 20.32 | 1,629 | 33.88 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6,589 | 9.85 | 455 | 22.31 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 11,857 | 32.42 | 819 | 47.30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6,577,072 | 26.40 | 454,410 | 40.63 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 6,222 | 44.70 | 430 | 60.67 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 7,566 | 43.49 | 523 | 59.63 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 4,604 | 0.31 | 0 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 5,617 | 60.44 | 388 | 78.80 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 28,297 | 0.05 | 1,955 | 11.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 128,400 | 44.43 | 8,871 | 60.71 | |||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 20,127 | 0.32 | 1,391 | 11.65 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 45,100 | 8.85 | 3,116 | 21.06 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 84,272 | 15.60 | 5,822 | 28.61 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7,778 | 537 | ||||||
| 2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 215,436 | 213.86 | 14,884 | 249.23 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 47,373 | 160.71 | 3,273 | 190.16 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 68,762 | 4.41 | 4,751 | 16.17 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 185,675 | 786.45 | 12,828 | 886.77 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 11,087 | 5.63 | 766 | 23.95 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 14,451 | 11.80 | 998 | 24.44 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 736 | 51 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 4,594 | 0.07 | 317 | 11.23 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4,079 | 0 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 3,257 | 225 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 17,728 | 23.99 | 1,225 | 37.99 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 70,593 | 22.40 | 4,877 | 36.19 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 46,876 | 0.88 | 3,239 | 12.24 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 26,269 | 1,815 | ||||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 14,038 | 6.49 | 970 | 18.46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 231,885 | 42.53 | 16,021 | 58.57 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 2,909 | 201 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 3,014 | 208 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 74,897 | 8.06 | 5,175 | 20.21 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 18,659 | 53.47 | 1,289 | 70.73 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 5,986 | 414 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 607,206 | 0.05 | 41,952 | 11.32 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 8,239 | 569 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 8,399 | 2.15 | 580 | 13.73 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,307 | 6.81 | 850 | 18.88 | ||||
| 2025-08-14 | 13F | Comerica Bank | 647,545 | 0.51 | 44,739 | 11.82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,551,166 | 370.99 | 383,530 | 424.01 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 8,267 | 571 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 19,195 | 2.89 | 1,326 | 14.51 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 917,572 | 10.41 | 63,395 | 22.83 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 8,583 | 593 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4,694 | 4.45 | 324 | 16.13 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 1,118,929 | 52.32 | 77,307 | 69.47 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121,827 | 2.59 | 8,416 | 14.12 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 728 | 50 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,782 | 24.43 | 330 | 38.66 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 34,033 | 7.73 | 2,351 | 19.89 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 14,311 | 0.01 | 989 | 11.26 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 3,609 | 0.28 | 249 | 11.66 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6,924 | 0.58 | 488 | 14.05 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 15,026 | 0.70 | 1,038 | 12.10 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 313,113 | 6.34 | 21,633 | 18.31 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 110,905 | 866.49 | 7,662 | 976.12 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 12,688 | 877 | ||||||
| 2025-08-06 | 13F | Drystone LLC | 250,670 | 3.52 | 17,319 | 15.17 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6,658 | 460 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 5,680 | 0.69 | 392 | 12.00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 5,003 | 0.08 | 346 | 11.29 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 31,689 | 8.28 | 2,252 | 18.84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14,236 | 984 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5,564 | 0.07 | 384 | 11.30 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 20,843 | 3.29 | 1,440 | 14.92 | ||||
| 2025-08-12 | 13F | Prudential Plc | 660,000 | 100.00 | 45,599 | 122.51 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 8,625 | 15.74 | 596 | 28.79 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 61,746 | 11.18 | 4,266 | 23.72 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 81,653,776 | 2.30 | 5,641,458 | 13.82 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 7,891 | 15.38 | 545 | 28.54 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 12,499 | 0.09 | 864 | 11.35 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 17,257 | 0.09 | 1,192 | 11.40 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 679,646 | 3.08 | 46,957 | 14.68 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 3 | 0 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3,347 | 0.03 | 231 | 11.59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 26,100 | 23.11 | 1,803 | 37.01 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,457 | 584 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5,975 | 81.06 | 413 | 101.96 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 7,247 | 1.27 | 501 | 12.61 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 479,200 | 13.10 | 33,108 | 25.83 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 532,757 | 2.46 | 36,808 | 13.99 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10,438,638 | 1.78 | 721,205 | 13.24 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 479,586 | 3.26 | 33,135 | 14.88 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 12,202 | 1.94 | 843 | 13.46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,716,749 | 1.81 | 187,700 | 13.27 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 22,281 | 60.16 | 1,539 | 78.33 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 575,147 | 4.47 | 39,737 | 16.23 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 112,068 | 8.00 | 7,743 | 20.14 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 32,126 | 4.90 | 2,220 | 16.73 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,242,288 | 5.52 | 85,830 | 17.39 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 189 | 13 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7,206 | 498 | ||||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 26,494 | 0.63 | 1,830 | 11.93 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 26,905 | 2.14 | 1,671 | 5.16 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 5,866 | 405 | ||||||
| 2025-08-13 | 13F | Bank Of Nova Scotia Trust Co | 3,000 | 207 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 436 | 30 | ||||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 25,056 | 80.09 | 1,731 | 100.58 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3,213 | 0 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1,562,593 | 6.27 | 107,960 | 18.23 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 10,183 | 139.66 | 704 | 167.30 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2,947 | 204 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 402,030 | 23 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9,806 | 5.91 | 678 | 17.74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 358,193 | 9.09 | 24,748 | 19.04 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 159,642 | 5.35 | 11,030 | 17.21 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 120,074 | 18.96 | 8,296 | 32.34 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 6,787 | 12.29 | 469 | 24.80 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10,060 | 19.49 | 695 | 33.14 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 68,186 | 5.71 | 4,711 | 17.60 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 15,394 | 0.33 | 1,064 | 11.66 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 88,460 | 18.04 | 6,112 | 122,120.00 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 7,018 | 0.72 | 485 | 12.04 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 7,211 | 498 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 43,601 | 46.28 | 3,012 | 62.81 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 111,595 | 146.00 | 7,710 | 173.70 | ||||
| 2025-08-14 | 13F | Betterment LLC | 280,648 | 466.81 | 19 | 533.33 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 16,733 | 77.14 | 1,156 | 97.27 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 800 | 55 | ||||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 5,640 | 0.45 | 390 | 11.78 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 6,204 | 429 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 310,248 | 12.91 | 21,435 | 25.62 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 46,509 | 15.46 | 3,213 | 35.40 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 24,520 | 2.84 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 2,963 | 205 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5,772 | 18.16 | 399 | 31.35 | ||||
| 2025-08-13 | 13F | Miramar Capital, LLC | 3,009 | 208 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 3,000 | 207 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,975 | 10.96 | 551 | 23.54 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 24,638 | 34.61 | 1,702 | 49.82 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 37,150 | 18.75 | 2,567 | 32.13 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17,646 | 32.10 | 1,253 | 53.62 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 80,962 | 4.25 | 5,617 | 20.48 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 157,378 | 146.77 | 10,873 | 174.57 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,224 | 3.78 | 0 | |||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 168,828 | 3.45 | 11,664 | 15.10 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,315 | 11.87 | 298 | 24.69 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 235,626 | 12.20 | 16,279 | 24.83 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6,418,158 | 8.78 | 443,430 | 21.70 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 10,644 | 735 | ||||||
| 2025-07-23 | 13F | Cohen Investment Advisors LLC | 3,575 | 2.06 | 247 | 13.36 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 16,764 | 6.11 | 1,158 | 18.04 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 501,490 | 3.84 | 31,142 | 9.42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 201,461 | 13.36 | 13,919 | 26.11 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 22,083 | 1.75 | 1,371 | 137,000.00 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 147,005 | 8.97 | 10,157 | 21.24 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 131,868 | 7.57 | 9,111 | 19.68 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 125,607 | 1.92 | 8,678 | 13.39 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23,055 | 0.65 | 1,593 | 11.95 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 486,689 | 0.12 | 33,625 | 11.39 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 3,009 | 208 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4,077 | 90.96 | 300 | 127.27 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 3,186 | 220 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15,727 | 6.70 | 1,087 | 18.69 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3,088 | 213 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 39,086 | 19.63 | 2,712 | 30.46 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1,780 | 123 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 6,475 | 447 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 29,557 | 2,042 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 29,585 | 3.27 | 2,044 | 14.90 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 90,470 | 6.53 | 6,251 | 18.53 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 3,320 | 229 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 53,746 | 1.35 | 3,713 | 12.75 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6,652 | 5.09 | 460 | 16.79 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 1,430,993 | 98,867 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 24,265 | 1.74 | 1,676 | 13.17 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 26,309 | 45.25 | 1,818 | 61.65 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 54,540 | 6.78 | 3,765 | 21.42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3,191 | 220 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,669 | 50.79 | 11,838 | 3,658.10 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9,622 | 0.71 | 665 | 11.97 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 14,174 | 0.78 | 979 | 12.14 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8,544 | 0.07 | 590 | 11.32 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 66,397 | 1.45 | 4,587 | 12.87 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 8,074 | 558 | ||||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 12,578 | 869 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 3,576 | 0.36 | 247 | 11.76 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 3,720 | 257 | ||||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 154,950 | 3.28 | 10,705 | 14.90 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 758,678 | 18.90 | 47,114 | 25.29 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1,701 | 0.65 | 118 | 12.50 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 39,770 | 4.02 | 2,748 | 15.71 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 8,613 | 17.95 | 595 | 31.35 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 12,587 | 870 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19,881 | 35.76 | 1,374 | 59.28 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 13,809 | 0.58 | 954 | 11.97 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 54,096 | 17.10 | 3,737 | 30.30 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 153,619 | 57.91 | 10,614 | 75.68 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 15,411 | 7.24 | 1,065 | 19.28 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 8,863 | 26.54 | 612 | 41.01 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 784 | 54 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7,499 | 5.65 | 518 | 17.73 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 100,666 | 4.46 | 6,955 | 16.23 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 3,849 | 1.16 | 266 | 12.29 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 360 | 25 | ||||||
| 2025-08-01 | 13F | Fire Capital Management LLC | 46,589 | 42.97 | 3,219 | 59.07 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 11,032 | 0.02 | 762 | 11.40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 58,782 | 97.65 | 4,061 | 119.99 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 11,000 | 83.33 | 760 | 104.03 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 734,577 | 1.94 | 50,752 | 13.41 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 35,129 | 350.03 | 2,427 | 401.45 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4,588 | 317 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 388,074 | 50.40 | 26,812 | 67.33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 52,845 | 4 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,300 | 0.23 | 90 | 11.25 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 23,506 | 39.10 | 1,624 | 54.81 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 3,639 | 1.62 | 251 | 13.06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 6,700 | 463 | |||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 3,117 | 215 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 24,439 | 18.56 | 1,688 | 31.88 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 285,515 | 2.56 | 19,726 | 14.10 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16,062 | 107.84 | 1,110 | 131.52 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 4,982 | 344 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 20,689 | 85.32 | 1,429 | 106.20 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 268,071 | 18,521 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 5,520 | 381 | ||||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 68,821 | 5.42 | 4,755 | 17.27 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 56,027 | 19.00 | 3,934 | 34.55 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 593,236 | 0.21 | 40,987 | 11.50 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 116,824 | 43.87 | 8,071 | 60.08 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 77,596 | 2.20 | 5,361 | 12.96 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 86,847 | 7.30 | 5,999 | 19.31 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5,320 | 368 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 107,322 | 8.01 | 7,415 | 20.16 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,616 | 38.19 | 595 | 53.75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 465,001 | 8.41 | 32,127 | 20.62 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 183 | 0.55 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 65,272 | 5.16 | 4,510 | 17.00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4,800 | 1,332.84 | 332 | 1,555.00 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 11,621 | 803 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 19,537 | 1,350 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5,212 | 360 | ||||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 8,914 | 638 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 103,880 | 20.89 | 7,177 | 34.50 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 502,935 | 2.17 | 34,748 | 13.66 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 76,288 | 0.67 | 5,271 | 11.98 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3,212,031 | 1.25 | 221,919 | 12.64 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7,680 | 9.06 | 531 | 21.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5,126 | 149.68 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 116,657 | 2.95 | 8,060 | 14.54 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,040,425 | 27.01 | 279,152 | 41.30 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 612 | 42 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 24,084 | 6.37 | 1,664 | 18.28 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 300,630 | 0.10 | 20,771 | 11.36 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3,402 | 2.44 | 235 | 14.08 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26,980 | 13.88 | 1,864 | 26.72 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 22,839 | 1.11 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 4,866 | 2.14 | 336 | 13.90 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 19,160 | 1.73 | 1,324 | 13.17 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 65,079 | 16.38 | 4,496 | 29.49 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6,756 | 49.87 | 467 | 67.03 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 33,150 | 57.42 | 2,290 | 75.21 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 32,411 | 0.45 | 2,239 | 11.78 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 15,158 | 103.46 | 1,047 | 126.62 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12,437 | 2.91 | 859 | 14.53 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2,972 | 205 | ||||||
| 2025-08-13 | 13F | Options Solutions, Llc | 3,006 | 208 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 316,778 | 9,122.07 | 5 | -98.12 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 100,458 | 4.33 | 6,941 | 16.07 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 101,172 | 6,990 | ||||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 350,558 | 2.68 | 24,220 | 14.25 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8,255 | 24.92 | 570 | 39.02 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 15,126 | 2.93 | 1,045 | 14.58 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 41,625 | 19.12 | 2,876 | 32.49 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6,498 | 1.09 | 449 | 10.07 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 22,459 | 3.50 | 1,552 | 15.22 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 59,143 | 16.35 | 4,086 | 29.47 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 62,299 | 16.21 | 4,304 | 29.29 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 3,799 | 262 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 82,173 | 43.18 | 5,677 | 59.29 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 15,215 | 12.93 | 1,051 | 25.72 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26,435 | 5.45 | 1,826 | 17.35 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14,501 | 22.14 | 1,002 | 35.82 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 17,429 | 2.32 | 1,204 | 13.91 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 52,098 | 2.45 | 3,599 | 14.00 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 146,753 | 3.68 | 10,139 | 15.35 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 53,181 | 27.89 | 3,674 | 42.29 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 20,824 | 10.85 | 1,439 | 20.74 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 8,614 | 0.12 | 595 | 11.42 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3,187 | 220 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 761,490 | 1.56 | 52,611 | 12.99 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 215,299 | 1.68 | 14,875 | 13.13 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 16,652 | 44.29 | 1,150 | 60.61 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 5,396 | 8.81 | 373 | 17.72 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 739 | 51 | ||||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10,275 | 1.48 | 710 | 12.90 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3,245 | 0.40 | 224 | 12.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 523 | 0.77 | 36 | 12.50 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 18,977 | 96.43 | 1 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 60,355 | 37.86 | 4,170 | 53.38 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 511,778 | 2.92 | 35,359 | 14.51 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 4,249 | 294 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,100 | 55.93 | 629 | 73.48 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 296,909 | 26.49 | 20,513 | 40.73 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 10,763 | 0.04 | 744 | 11.23 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 27,125 | 0.04 | 1,874 | 11.35 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 61,527 | 2.83 | 4,249 | 13.88 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7,008 | 0.24 | 484 | 11.52 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 35,499 | 1.25 | 2,453 | 12.63 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 24,918 | 24.47 | 1,722 | 38.46 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 28,062 | 1.21 | 1,939 | 12.61 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 41,999 | 41.24 | 2,902 | 57.15 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 35,214 | 4.20 | 2,433 | 15.92 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2,732 | 93.62 | 189 | 116.09 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 4,985 | 41.38 | 344 | 57.80 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 957 | 66 | ||||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 161,840 | 42.79 | 11,182 | 58.87 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6,405 | 9.41 | 442 | 21.76 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 148,441 | 10,256 | ||||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 6,055 | 418 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3,304 | 228 | ||||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 2,900 | 200 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 12,418 | 0.35 | 858 | 11.59 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 20,043 | 10.62 | 1,385 | 23.02 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 36,596 | 2.23 | 2,528 | 13.77 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 11,057 | 764 | ||||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 7,202 | 2.16 | 498 | 13.73 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 4,144,223 | 1.42 | 286,324 | 12.84 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 17,552 | 26.27 | 1,213 | 40.44 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 3,548 | 5.19 | 245 | 17.22 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 394 | 0.77 | 27 | 12.50 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 31,072 | 4.40 | 2,147 | 16.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 560,574 | 11.24 | 38,730 | 23.77 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 8,212 | 58.78 | 567 | 76.64 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 73 | 5 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1,567,889 | 106.09 | 108,325 | 129.29 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 293 | 0.69 | 20 | 11.11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 297,053 | 6.48 | 20,523 | 18.47 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 146 | 0.69 | 10 | 25.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 59,456 | 55.74 | 4,108 | 73.29 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 23,423 | 1,618 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5,087 | 1.92 | 354 | 13.87 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 283,396 | 14.05 | 19,580 | 29.83 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 14,454 | 2.34 | 999 | 13.80 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 75,434 | 52.74 | 5,212 | 69.96 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 3,986 | 275 | ||||||
| 2025-07-31 | 13F | CNB Bank | 1,175 | 81 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 68,863 | 1.91 | 4,758 | 13.37 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3,686 | 5.74 | 255 | 17.59 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 78,707 | 69.78 | 5,438 | 88.92 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 91,104 | 6 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 2,908 | 201 | ||||||
| 2025-07-21 | 13F | Warner Financial, Inc | 68,672 | 9.97 | 5 | 33.33 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 25,428 | 6.13 | 1,757 | 18.09 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 192,292 | 1.36 | 13,285 | 12.77 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 26,676 | 41.25 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20,511 | 3.28 | 1,417 | 14.92 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 81,965 | 372.99 | 5,663 | 426.21 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 36,957 | 3.72 | 2,553 | 15.42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 989,700 | 5.62 | 68 | 17.24 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 7,612 | 24.40 | 526 | 38.16 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,265 | 19.86 | 917 | 33.33 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 468,646 | 12.86 | 32,379 | 25.56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 34,015 | 1.56 | 2,350 | 13.04 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 55,998 | 338.27 | 3,869 | 387.77 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 3,248 | 224 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 76,505 | 80.16 | 5,238 | 98.63 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 32,816 | 2,267 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 115,153 | 5.36 | 7,956 | 17.21 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 1,101,377 | 0.94 | 75,896 | 11.28 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 67,713 | 23.77 | 4,678 | 37.71 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 189,939 | 34.41 | 12,756 | 44.40 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 17,688 | 13.96 | 1,222 | 26.90 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 36,069 | 0.53 | 2,492 | 11.85 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 803 | 7.79 | 55 | 19.57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 52,882 | 40.52 | 3,654 | 56.31 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 81,527 | 115.66 | 5,633 | 139.97 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 8,391 | 21.47 | 580 | 35.28 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 2,948 | 204 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 23,792 | 1.20 | 1,436 | -1.71 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 41,372 | 0.72 | 2,859 | 12.12 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 15,538 | 1.86 | 1,073 | 13.31 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 2,969 | 5.62 | 205 | 24.24 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 1,479 | 102 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 74,681 | 5.67 | 5,160 | 17.57 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 16,087 | 3.82 | 1,111 | 15.49 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 220,185 | 8.42 | 15,213 | 20.62 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 15,261 | 76.35 | 1,054 | 96.28 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 69,956 | 4.27 | 4,833 | 16.01 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 11,778 | 18.81 | 814 | 32.20 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 54 | 0 | ||||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 4,100 | 0.71 | 283 | 12.30 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 66,326 | 9.78 | 4,119 | 15.67 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 41,577 | 66.31 | 2,873 | 85.05 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 16,120 | 82.15 | 1,114 | 143.54 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 68,124 | 70.17 | 4,707 | 89.30 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 12,877 | 16.35 | 890 | 29.40 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 48,586 | 0.03 | 3,357 | 11.27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,749,681 | 6.88 | 120,898 | 18.91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 113,834 | 73.86 | 7,794 | 91.69 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 3,143 | 217 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 12,909 | 12.68 | 892 | 25.32 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 4,271 | 9.79 | 295 | 22.41 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 3,739 | 0.73 | 258 | 12.17 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 3,693 | 255 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 109,850 | 1,185.25 | 7,590 | 1,331.89 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 32,324 | 1.39 | 2,233 | 12.83 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 360 | 21 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19,697 | 1,361 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20,246 | 58.17 | 1,399 | 76.07 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 100,802 | 9.58 | 6,964 | 21.92 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 360 | 24.57 | 25 | 41.18 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 45,741 | 8.82 | 3,160 | 21.07 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 51,119 | 5.85 | 3,532 | 17.74 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 19,102 | 100.00 | 1,320 | 122.43 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12,674 | 71.06 | 876 | 90.22 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 4,831 | 0.12 | 334 | 11.37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85,621 | 11.84 | 5,916 | 24.42 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 12,142 | 42.66 | 839 | 58.71 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 44,724 | 0.89 | 3,090 | 12.25 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 7,191 | 497 | ||||||
| 2025-08-13 | 13F | Aufman Associates Inc | 14,335 | 0.72 | 990 | 12.12 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 12,990 | 1.13 | 897 | 12.55 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 32,128 | 11.15 | 2,243 | 22.64 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1,376 | 411.52 | 94 | 487.50 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 8,017 | 554 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 22,111 | 125.16 | 1,528 | 150.74 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 22,121 | 0.05 | 1,528 | 11.37 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 6,457 | 0.72 | 446 | 12.06 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13,959 | 4.60 | 984 | 16.33 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 4,328 | 299 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 2,430 | 168 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,981 | 15.78 | 344 | 28.84 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 5,373 | 371 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 20 | 1 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5,075 | 0.06 | 351 | 11.46 | ||||
| 2025-07-15 | 13F | Maseco Llp | 9,054 | 626 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 1,582,334 | 24.46 | 109,323 | 38.47 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 16,562 | 54.45 | 1 | |||||
| 2025-08-14 | 13F | Navigoe, LLC | 9 | 0 | ||||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 181,751 | 3.41 | 12,557 | 15.05 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 3,917 | 0.20 | 271 | 10.66 | ||||
| 2025-06-27 | NP | Tidal Trust II - Return Stacked Global Stocks & Bonds ETF | 1,499,477 | 9.94 | 95,757 | 15.24 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 3,204 | 221 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5,064 | 4.33 | 350 | 15.95 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 26,670 | 2.47 | 1,843 | 13.99 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 7,737 | 535 | ||||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 15,851 | 1,095 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 249,528 | 36.06 | 17,240 | 51.38 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 3,080 | 213 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 2,887 | 428.75 | 199 | 503.03 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 7,459 | 515 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 137,209 | 5.71 | 9,480 | 17.61 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 61,923 | 2.94 | 4,278 | 17.95 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 156,008 | 10.37 | 10,779 | 22.80 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 5,568 | 2.07 | 385 | 13.61 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 22,737 | 2.00 | 1,571 | 13.44 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 162,562 | 6.63 | 11,231 | 18.63 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 5,177 | 358 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 35,480 | 174.10 | 2,451 | 205.23 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 3,068 | 212 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 164,257 | 477.11 | 11,349 | 542.22 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 3,707 | 7.17 | 230 | 15.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 813 | 4.10 | 56 | 16.67 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 24,523 | 0.71 | 1,694 | 12.04 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10,343 | 1.34 | 715 | 12.80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 116,953 | 24.19 | 8,080 | 38.17 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 12,754 | 2.76 | 881 | 14.42 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 7,609 | 534 | ||||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 41,705 | 3.36 | 2,881 | 15.01 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 45,608 | 2,832 | ||||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 4,388 | 18.88 | 303 | 32.31 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 143,497 | 10 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 47,574 | 8.56 | 3,287 | 20.76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,719,386 | 1.43 | 256,972 | 12.85 |
