Kepemilikan Institusional dan Dana - Penjual
Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Financial Life Advisors | 3,899 | -15.72 | 325 | -6.88 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 335,159 | -11.87 | 27,976 | -2.76 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 14,912 | -14.57 | 1,245 | -5.76 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 97,238 | -6.14 | 8,117 | 3.59 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 16,812 | -46.76 | 1,403 | -41.25 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 11,732 | -28.91 | 888 | -23.47 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 5,596 | -1.24 | 467 | 9.11 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 15,684 | -10.26 | 1,309 | -0.98 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 4,095 | -4.23 | 342 | 5.57 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 6,618 | -2.33 | 552 | 7.81 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 17,030 | -0.01 | 1,422 | 10.33 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 3,988 | -2.99 | 333 | 6.75 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 3,613 | -17.55 | 302 | -9.06 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 4,351 | -0.46 | 363 | 10.00 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Truefg, Llc | 11,277 | -1.32 | 941 | 8.91 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 87,107 | -7.56 | 6,286 | -11.64 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 893,202 | -55.66 | 74,565 | -51.07 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 3,230,395 | -26.25 | 269,673 | -18.62 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,961,791 | -30.16 | 163,770 | -22.93 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 190,099 | -1.56 | 15,869 | 8.63 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 56,478 | -2.72 | 4,715 | 7.33 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | REDW Wealth LLC | 55,824 | -1.09 | 4,660 | 9.16 | ||||
| 2025-07-22 | NP | TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional | 95,014 | -85.49 | 7,844 | -84.11 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 3,169 | -3.18 | 265 | 6.88 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 479,014 | -16.49 | 39,583 | -8.77 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 151,899 | -0.10 | 12,681 | 10.23 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 31,217 | -46.81 | 2,606 | -41.33 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4,703 | -2.75 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,829 | -8.80 | 236 | 0.85 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II | 212,692 | -11.01 | 17,756 | -1.80 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 217,615 | -0.17 | 18,166 | 10.16 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 26,637 | -36.46 | 2,224 | -29.90 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Summit Global Investments | 4,523 | -6.43 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II | 257,508 | -10.43 | 21,497 | -1.15 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 4,165 | -1.93 | 348 | 8.10 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | FLRMX - Franklin LifeSmart 2020 Retirement Target Fund Class A | 3,479 | -5.44 | 290 | 4.32 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 85,641 | -4.87 | 7,149 | 4.98 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 163,616 | -2.83 | 13,659 | 7.23 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 352,924 | -0.74 | 29,462 | 9.54 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 2,848 | -3.69 | 238 | 6.28 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 6,631 | -0.63 | 554 | 9.72 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 207,657 | -0.63 | 17,335 | 9.66 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 6,874 | -1.77 | 574 | 8.94 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 28,000 | -1.36 | 2,337 | 8.85 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 18,612 | -0.94 | 1,554 | 9.29 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 4,878 | -96.72 | 14,745 | 7.91 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 4,343 | -5.73 | 329 | 1.55 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 2,952 | -26.69 | 246 | -23.36 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 97,004 | -0.14 | 8,098 | 10.19 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 15,378 | -3.99 | 1,284 | 5.95 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth Fund Class II | 110,558 | -10.25 | 9,229 | -0.96 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 292,510 | -2.16 | 24,419 | 7.96 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 121,675 | -0.43 | 10,157 | 9.88 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 2,660 | -1.74 | 222 | 8.82 | ||||
| 2025-08-22 | 13F | Cim Investment Mangement Inc | 106,727 | -51.30 | 8,910 | -44.28 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 17,699 | -2.66 | 1,477 | 7.42 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 5,145 | -1.08 | 430 | 9.16 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 169,677 | -2.07 | 14,165 | 8.06 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 117,300 | -53.08 | 9,792 | -48.22 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 39 | -17.02 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 143,895 | -0.76 | 12,012 | 9.52 | ||||
| 2025-08-27 | NP | FAIEX - PFM Multi-Manager International Equity Fund Institutional Class | 823 | -10.74 | 69 | -1.45 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 21,765 | -0.37 | 1,817 | 9.93 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II | 65,223 | -9.34 | 5,445 | 0.04 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 571,900 | -36.44 | 47,742 | -29.86 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 198,002 | -4.44 | 16,529 | 5.45 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 24,730 | -0.57 | 2,064 | 9.73 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 19,469 | -19.42 | 1,625 | -11.06 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 40,019 | -1.66 | 3,341 | 8.51 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 154,809 | -0.85 | 12,923 | 9.41 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1,469,951 | -0.54 | 122,711 | 9.76 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 37,760 | -3.42 | 3,152 | 6.59 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Elk River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 298,476 | -34.91 | 25 | -27.27 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,407,908 | -6.04 | 451,452 | 3.69 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 15,348 | -15.43 | 1,281 | -4.83 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 2,683 | -10.69 | 224 | -1.76 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 2,857 | -1.38 | 239 | 8.68 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 225,085 | -8.63 | 18,790 | 0.83 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16,526 | -1.43 | 1,380 | 8.75 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 150,324 | -1.20 | 12,549 | 9.04 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 247 | -22.81 | 21 | -16.67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4,174 | -88.72 | 348 | -87.57 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II | 241,850 | -8.03 | 20,190 | 1.49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4,400 | -75.28 | 367 | -72.73 | |||
| 2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 164,187 | -1.85 | 13,706 | 8.31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 66,815 | -1.08 | 5,578 | 9.16 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 2,486 | -15.36 | 208 | -6.76 | ||||
| 2025-06-26 | NP | HDVAX - Hartford International Equity Fund Class A | 6,719 | -39.59 | 529 | -35.45 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 24,514 | -1.55 | 2,046 | 8.66 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6,872 | -17.18 | 574 | -8.61 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2,343 | -5.41 | 196 | 4.28 | ||||
| 2025-08-12 | 13F | Camden National Bank | 3,033 | -4.50 | 253 | 5.42 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 32,372 | -1.76 | 2,702 | 4.20 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4,214 | -0.02 | 352 | 10.38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 32,755,829 | -4.10 | 2,734,457 | 5.83 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 115,322 | -0.55 | 9,627 | 9.76 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3,391 | -2.73 | 282 | 7.63 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 36,890 | -4.17 | 3,080 | 5.73 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 5,142 | -31.20 | 429 | -24.07 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 19,830 | -1.44 | 1,655 | 8.74 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 5,097 | -2.39 | 425 | 7.59 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 14,297 | -0.09 | 1,193 | 10.26 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 337,031 | -2.26 | 28,135 | 7.86 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 11,341 | -4.36 | 947 | 5.46 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 908,605 | -29.05 | 75,848 | -21.71 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II | 119,484 | -9.62 | 9,975 | -0.26 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,243,140 | -8.47 | 104 | 0.98 | ||||
| 2025-07-17 | 13F | City Holding Co | 7,950 | -0.66 | 664 | 9.59 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 16,022 | -11.05 | 1,338 | -1.84 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 462,400 | -36.77 | 38,601 | -30.22 | ||||
| 2025-06-26 | NP | USCGX - Capital Growth Fund | 8,677 | -32.71 | 683 | -28.06 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Conservative Fund Class I | 33,313 | -9.28 | 2,781 | 0.11 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 34,061 | -35.95 | 2,395 | -40.45 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 6,476 | -2.73 | 541 | 7.36 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7,695 | -28.29 | 642 | -20.84 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 15,501 | -1.10 | 1,294 | 9.20 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1,452 | -9.87 | 121 | 0.84 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 12,010 | -6.79 | 1,003 | 2.87 | ||||
| 2025-04-15 | 13F | Arvest Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - International Value Portfolio Class I | 13,870 | -77.07 | 1,158 | -74.71 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 35,803 | -5.19 | 2,989 | 4.62 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 18,981 | -7.46 | 1,585 | 2.13 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 9,491 | -0.42 | 792 | 9.85 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 2,659,491 | -26.34 | 222,014 | -18.71 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 2,952 | -3.56 | 247 | 18.84 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 4,709 | -14.82 | 393 | -5.98 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 4,506 | -1.66 | 376 | 8.67 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 78,418 | -4.07 | 6,546 | 5.87 | ||||
| 2025-07-29 | NP | FMVIX - Matson Money International Equity VI Portfolio Institutional Class | 10,391 | -6.56 | 858 | 2.27 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 14,258 | -0.68 | 1,190 | 9.58 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 9,723 | -5.17 | 812 | 4.65 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 295,280 | -0.16 | 24,650 | 10.18 | ||||
| 2025-04-22 | 13F | Innealta Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 4,345 | -5.83 | 363 | 3.72 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 9,311 | -0.05 | 777 | 10.37 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 15,712 | -3.54 | 1,311 | 2.26 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 2,568 | -35.85 | 214 | -29.14 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 4,861 | -20.92 | 406 | -12.90 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 38,402 | -9.58 | 3,206 | -0.25 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 14 | -53.33 | 1 | -50.00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 1,944 | -23.01 | 162 | -15.18 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Aggressive Fund Class I | 19,149 | -6.05 | 1,599 | 3.70 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1,144,429 | -8.64 | 95,537 | 0.82 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 14,448 | -2.93 | 1,206 | 7.20 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 5,159 | -75.01 | 431 | -72.45 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 8,474 | -30.44 | 707 | -23.24 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Capital Appreciation Fund Class I | 200,305 | -10.20 | 16,721 | -0.91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB | 286,000 | -13.57 | 23,875 | -4.62 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 5,875 | -3.02 | 490 | 6.99 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 194 | -77.73 | 16 | -75.38 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 50,524 | -8.23 | 4,218 | 1.25 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3,696 | -86.27 | 309 | -84.86 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 16,211 | -21.07 | 1,353 | -12.88 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 544,337 | -11.45 | 45,441 | -2.29 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 8,448 | -9.30 | 705 | 0.14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 77,504 | -4.82 | 6,470 | 5.03 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 4,430 | -4.01 | 370 | 5.73 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 4,660 | -3.76 | 389 | 6.01 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 119 | -60.60 | 10 | -59.09 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2,801 | -1.79 | 234 | 8.37 | ||||
| 2025-07-18 | 13F | United Bank | 7,521 | -1.18 | 628 | 9.04 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 3,346 | -1.62 | 279 | 8.56 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 33,394 | -0.33 | 2,788 | 9.98 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 66,958 | -32.01 | 5,590 | -24.97 | ||||
| 2025-04-17 | 13F | Fortitude Advisory Group L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 409,595 | -2.44 | 34,193 | 7.66 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 43,743 | -11.81 | 3,652 | -2.69 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,421,700 | -3.57 | 116,395 | -1.42 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 66,954 | -8.69 | 5,589 | 0.78 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 46,020 | -8.89 | 3,842 | 0.55 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 86,420 | -2.52 | 7,214 | 7.58 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 20,931 | -23.36 | 1,747 | -15.44 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 13,533 | -13.53 | 1,130 | -4.56 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 74,426 | -4.55 | 6,213 | 5.34 | ||||
| 2025-05-06 | 13F | Winch Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 4,966 | -18.78 | 415 | -10.39 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 2,756,693 | -0.53 | 230,129 | 9.76 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 135,766 | -18.97 | 11,334 | -10.58 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 20,147 | -3.61 | 1,682 | 6.33 | ||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 2,933 | -5.87 | 245 | 3.83 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 24,774 | -0.20 | 2,068 | 10.18 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 6,214 | -3.28 | 519 | 6.58 | ||||
| 2025-08-26 | NP | FLRZX - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class | 14,857 | -0.83 | 1,240 | 9.44 | ||||
| 2025-08-14 | 13F | Conrad N. Hilton Foundation | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 36,512 | -13.08 | 3,048 | -4.09 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2,201 | -2.74 | 184 | 15.09 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 444,717 | -0.10 | 37,125 | 10.24 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 105,237 | -3.70 | 8,999 | 3.28 | ||||
| 2025-07-25 | NP | USAWX - World Growth Fund Shares | 3,810 | -75.97 | 315 | -73.70 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 2,797 | -20.72 | 233 | -12.41 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 26,682 | -36.34 | 2,227 | -29.75 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 5,433 | -13.07 | 454 | -4.03 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7,356 | -3.22 | 614 | 6.78 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 6,747 | -1.50 | 563 | 8.69 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 57,506 | -2.13 | 4,801 | 8.01 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 4,202 | -25.75 | 351 | -18.22 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 72,672 | -1.61 | 6,067 | 4.35 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 27,339 | -1.78 | 2,282 | 8.41 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 6,642 | -3.08 | 554 | 6.95 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 1,703,005 | -0.46 | 142,167 | 9.84 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 3,104,863 | -0.84 | 259,194 | 9.43 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 11,494 | -1.19 | 1 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 5,546 | -15.26 | 463 | -6.67 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 12,818 | -10.71 | 1,070 | -1.47 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 2,742 | -17.76 | 229 | -9.52 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4,088 | -9.26 | 341 | 0.29 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4,588 | -3.90 | 383 | 5.82 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 235,193 | -18.49 | 19,634 | -10.06 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 1,036,601 | -3.62 | 86,535 | 6.36 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 26,268 | -1.04 | 2,193 | 2.86 | ||||
| 2025-05-12 | 13F | Nicollet Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial | 207,837 | -52.06 | 17,350 | -47.10 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 11,829 | -44.70 | 987 | -39.00 | ||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 3,773 | -5.63 | 315 | 3.97 | ||||
| 2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 6,179 | -13.03 | 516 | -4.10 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 19,087 | -4.83 | 1,593 | 5.01 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 16,423 | -33.19 | 1,371 | -26.30 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 6,342 | -1.80 | 529 | 8.40 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 75,985 | -2.22 | 6,343 | 7.91 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 24,974 | -2.10 | 2,085 | 8.04 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 6,365 | -26.97 | 531 | -13.24 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 13,009 | -1.57 | 1,086 | 8.61 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 183,908 | -8.17 | 15,353 | 1.34 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13,034 | -2.45 | 1,088 | 7.72 | ||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 253,195 | -2.47 | 21,137 | 7.62 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 19,275 | -3.23 | 1,609 | 6.84 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 2,386 | -5.28 | 199 | 4.74 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 24 | -88.79 | 0 | |||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 65,198 | -4.87 | 5,443 | 4.98 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 45,027 | -2.34 | 3,759 | 7.77 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 21,252 | -0.91 | 1,774 | 9.37 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 39,295 | -4.87 | 3,280 | 4.99 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 459,996 | -5.90 | 38,401 | 3.84 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 7,023 | -4.50 | 586 | 5.40 | ||||
| 2025-07-16 | 13F | American National Bank | 2,935 | -5.69 | 245 | 4.26 | ||||
| 2025-08-12 | 13F | Investure, LLC | 1,914,445 | -5.34 | 159,818 | 4.45 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 9,827 | -0.57 | 820 | 9.77 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11,209 | -87.10 | 936 | -85.78 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4,153 | -7.53 | 347 | 2.06 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1,206 | -27.48 | 101 | -20.00 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 32,737 | -3.00 | 2,753 | 7.83 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 600,218 | -31.24 | 50,106 | -24.12 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 571,299 | -18.71 | 47,692 | -10.29 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 178,148 | -1.36 | 14,870 | 8.83 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 80,023 | -1.20 | 6,680 | 9.03 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 113,799 | -17.33 | 8,188 | -21.37 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7,462 | -0.08 | 623 | 12.27 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast International Growth Portfolio | 524,901 | -3.36 | 43,819 | 6.64 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 176,647 | -0.28 | 14,746 | 22.73 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 4,085 | -27.01 | 341 | -19.39 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 4,343 | -5.73 | 329 | 1.55 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 33,725 | -0.09 | 2,551 | -0.08 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 8,360 | -5.62 | 698 | 4.03 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 24,374 | -3.97 | 2,035 | 5.94 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 3,576 | -0.45 | 298 | 9.96 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 6,145 | -15.60 | 513 | -6.91 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1,983 | -7.90 | 156 | -1.27 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 116,403 | -0.75 | 8,806 | 6.82 | ||||
| 2025-04-11 | 13F | Tide Cove Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 13,648 | -0.52 | 1,139 | 9.84 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 15,752 | -1.20 | 1,315 | 8.96 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 900,124 | -9.08 | 75,142 | 0.33 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 6,028 | -22.00 | 503 | -13.87 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderate Fund Class I | 196,588 | -11.04 | 16,411 | -1.83 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 3,173 | -57.91 | 265 | -53.68 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 137,519 | -9.84 | 11,480 | -4.27 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,089 | -18.73 | 90 | -11.88 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 338,300 | -27.35 | 28,241 | -19.83 | ||||
| 2025-04-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 8,083 | -6.16 | 612 | 0.99 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 6,243 | -20.04 | 521 | -11.69 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 273,399 | -10.97 | 22,823 | -1.76 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 4,005 | -22.43 | 334 | -14.36 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 20,300 | -0.09 | 1,695 | 10.21 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 39,290 | -0.45 | 3,280 | 9.85 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 13,703 | -2.57 | 1,144 | 7.42 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 242,287 | -0.35 | 20 | 11.11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6,519,679 | -34.79 | 544,263 | -28.04 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 204 | -8.11 | 17 | 6.25 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 13 | -96.26 | 1 | -100.00 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 10,870 | -5.11 | 907 | 4.73 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3,772 | -48.10 | 315 | -42.81 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 146,056 | -1.27 | 12,193 | 8.94 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 71,108 | -1.05 | 5,936 | 9.20 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 53,796 | -2.83 | 4,491 | 7.21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 95,932 | -0.77 | 6,742 | -7.81 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 783,784 | -3.33 | 65,430 | 6.68 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 985,580 | -34.90 | 82,276 | -28.16 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2,656 | -8.98 | 223 | 0.91 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 4,547 | -0.39 | 380 | 9.86 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 62,831 | -0.72 | 5,245 | 9.57 | ||||
| 2025-07-30 | 13F | Matson Money. Inc. | 2,179,335 | -0.02 | 181,931 | 10.32 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 4,857 | -1.14 | 405 | 9.16 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 3,680 | -4.04 | 307 | 5.86 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 61,347 | -5.53 | 5,121 | 4.25 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 4,028 | -1.25 | 336 | 9.09 | ||||
| 2025-03-27 | NP | TCHTX - Transamerica ClearTrack 2020 R1 | 363 | -98.08 | 27 | -98.13 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 360 | -31.03 | 30 | -23.08 | ||||
| 2025-04-15 | 13F | Requisite Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 3,260 | -1.81 | 272 | 8.37 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2,535 | -7.95 | 212 | 1.44 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47,004 | -2.72 | 3,924 | 7.33 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 397 | -48.97 | 33 | -43.10 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,638 | -7.44 | 220 | 1.85 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 64,022 | -6.12 | 5,345 | 3.61 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2,675 | -24.09 | 223 | -16.17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25,815 | -23.28 | 2,155 | -12.11 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 77,478 | -0.01 | 6,468 | 10.34 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 803,032 | -4.52 | 67,037 | 5.36 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 65,882 | -66.49 | 6 | -64.29 | ||||
| 2025-05-12 | 13F | Taylor Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4,499 | -8.89 | 376 | 0.54 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 3,789 | -22.78 | 316 | -14.82 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15,434 | -14.37 | 1,288 | 1.74 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 181,656 | -3.64 | 15,165 | 6.34 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 4,546 | -10.74 | 380 | 1.88 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Balanced Fund Class II | 160,453 | -10.50 | 13,395 | -1.24 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 2,556 | -4.73 | 213 | 5.45 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 3,008 | -1.18 | 251 | 9.13 | ||||
| 2025-05-15 | 13F | Crestline Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Annie E. Casey Foundation, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 36,456 | -61.45 | 3,043 | -57.46 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 206,180 | -4.25 | 17 | 6.25 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 152 | -52.05 | 13 | -47.83 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 991,542 | -1.27 | 82,774 | 8.95 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3,213 | -0.62 | 268 | 9.84 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 18,762 | -39.92 | 1,566 | -33.70 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 317,587 | -1.19 | 26,512 | 9.04 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 37,574 | -6.20 | 3,137 | 3.50 | ||||
| 2025-06-25 | NP | WCCFX - Wells Fargo WealthBuilder Conservative Allocation Fund Class C | 22,628 | -12.76 | 1,781 | -6.66 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 35,070 | -0.50 | 2,928 | 9.79 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 108,122 | -34.91 | 9,026 | -28.18 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1,115 | -20.47 | 93 | -12.26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 31,554 | -43.05 | 2,634 | -37.15 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 3,123 | -78.19 | 261 | -75.99 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 9,153 | -1.81 | 764 | 8.37 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1,311,434 | -0.30 | 109,479 | 10.02 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 6,960 | -0.76 | 581 | 9.62 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 125,410 | -0.45 | 10,469 | 9.85 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 148,130 | -1.58 | 12 | 9.09 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 3,061 | -8.93 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 580,816 | -1.92 | 48,486 | 8.23 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7,423 | -3.81 | 620 | 6.17 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kendall Capital Management | 57,701 | -35.60 | 4,817 | -28.95 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | Marquette Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 108,680 | -1.47 | 9,073 | 8.72 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 125,827 | -0.15 | 10,504 | 10.20 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 456,535 | -1.97 | 38,112 | 8.18 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 6,554 | -58.98 | 547 | -54.72 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 30,003 | -9.13 | 2,505 | 0.28 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 11,529 | -3.77 | 962 | 6.18 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 8,163 | -8.65 | 1 | |||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 22,891 | -7.15 | 1,911 | 2.19 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 16,973 | -0.59 | 1,417 | 9.68 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 184,640 | -4.37 | 15,414 | 5.53 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Aggressive Fund Class I | 16,880 | -8.75 | 1,409 | 0.71 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 81,790 | -0.90 | 6,188 | -0.90 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth & Income Fund Class II | 47,513 | -8.99 | 3,966 | 0.43 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 121 | -35.64 | 10 | -28.57 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 510,399 | -0.42 | 42,608 | 9.88 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 8,034 | -11.55 | 671 | -2.47 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 13,229 | -64.08 | 1,104 | -60.37 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 94,886 | -36.65 | 7,921 | -30.09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 272 | -94.47 | 23 | -94.09 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 135,067 | -2.03 | 11,274 | 8.09 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 15,200 | -19.14 | 1,269 | -10.77 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 19,370 | -1.65 | 1,617 | 8.60 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 199,087 | -2.72 | 16,620 | 7.35 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 20,867 | -5.23 | 1,742 | 12.54 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 394 | -59.34 | 33 | -56.16 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 237,490 | -2.42 | 19,826 | 7.68 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 7,997 | -19.62 | 660 | -12.23 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 35,344 | -14.23 | 2,950 | -5.36 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 380,470 | -1.64 | 31,762 | 8.54 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 9,539 | -0.01 | 722 | 7.61 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 98,834 | -3.80 | 8 | 14.29 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 144,985 | -2.48 | 12,103 | 7.62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 9,888,890 | -2.63 | 825,525 | 7.45 | ||||
| 2025-07-09 | 13F | Emprise Bank | 2,633 | -20.19 | 220 | -12.05 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 99,584 | -8.17 | 8,313 | 1.34 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 75,991 | -7.04 | 6,344 | 2.59 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 273,898 | -0.02 | 22,865 | 10.34 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 265,494 | -1.65 | 22,163 | 8.54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 364,750 | -2.35 | 30,449 | 7.75 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 3,276 | -3.11 | 273 | 7.06 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1,150 | -1.37 | 96 | 9.09 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 375,802 | -24.71 | 31 | -16.22 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 224,572 | -0.46 | 18,747 | 9.84 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 8,038 | -12.91 | 671 | -3.87 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 37,097 | -1.77 | 3,097 | 8.40 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 20,975 | -2.73 | 1,751 | 7.30 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 16,314 | -1.17 | 1,362 | 9.05 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 177,173 | -5.31 | 14,790 | 4.49 | ||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 64,095 | -1.03 | 5,351 | 9.21 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 17,995 | -11.50 | 1,502 | -2.34 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 1,450,162 | -9.37 | 121,060 | 0.01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1,336 | -68.77 | 112 | -65.63 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 2,161,672 | -0.82 | 180 | 9.09 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 6,410 | -6.57 | 535 | 3.08 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 649 | -38.13 | 54 | -31.65 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 35,150 | -2.04 | 2,934 | 8.11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 181,014 | -87.87 | 15 | -86.61 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 115,561 | -0.04 | 9,647 | 10.29 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 43,441 | -5.65 | 3,626 | 4.11 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 553 | -2.12 | 46 | 9.52 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 9,867 | -0.32 | 824 | 10.03 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 6,646 | -6.05 | 555 | 3.55 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8,264 | -6.83 | 690 | 2.68 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 38,750 | -10.06 | 3,235 | -0.77 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 23,824 | -20.73 | 1,998 | -13.21 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 424,089 | -4.01 | 35,404 | 5.93 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 118,731 | -0.30 | 9,912 | 10.01 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 565,130 | -0.13 | 47,177 | 10.21 | ||||
| 2025-05-16 | 13F | Canada Post Corp Registered Pension Plan | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 140,368 | -17.10 | 11,718 | -8.53 | ||||
| 2025-07-30 | 13F | Strategic Investment Management, Llc | 253,710 | -14.63 | 21,180 | -5.79 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5,687 | -1.69 | 475 | 8.47 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 2,415 | -94.05 | 202 | -93.45 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1,192,997 | -3.41 | 99,591 | 6.58 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2,593 | -28.31 | 217 | -20.88 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 596,246 | -0.78 | 45,106 | 6.80 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 276,697 | -2.34 | 23,099 | 7.77 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25,911 | -2.33 | 2,163 | 4.85 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II | 89,805 | -9.78 | 7,497 | -0.45 | ||||
| 2025-08-14 | 13F | Fmr Llc | 22,985,955 | -1.59 | 1,918,868 | 8.59 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 16,652 | -1.96 | 1,390 | 8.26 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 1,880,108 | -7.81 | 156,951 | 1.73 | ||||
| 2025-05-15 | 13F | Barr E S & Co | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 804,730 | -7.48 | 67,179 | 2.10 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 47,721 | -1.66 | 3,984 | 8.50 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 6,074 | -40.19 | 507 | -33.98 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10,128,262 | -5.10 | 846 | 4.71 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,223 | -92.06 | 269 | -91.24 | ||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 5,445 | -3.88 | 429 | 2.88 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 404,491 | -20.55 | 34 | -13.16 | ||||
| 2025-08-13 | 13F | Makena Capital Management Llc | 1,322,675 | -13.89 | 110,311 | -5.07 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 177,155 | -2.66 | 14,474 | -0.46 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 9,405 | -3.67 | 777 | 5.28 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB | 404,370 | -1.70 | 33,757 | 8.47 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 19,056 | -26.73 | 1,591 | -19.17 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 558,980 | -6.55 | 46,664 | 3.12 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1,082 | -16.38 | 92 | -6.19 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 21,182 | -6.84 | 1,768 | 2.79 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 29,164 | -1.22 | 2,435 | 9.00 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 93,935 | -1.13 | 7,842 | 12.48 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 23,043 | -0.87 | 1,924 | 9.39 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II | 99,467 | -6.28 | 8,304 | 3.43 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 8,530 | -0.89 | 712 | 9.37 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,831 | -4.77 | 403 | 5.22 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 216,902 | -1.46 | 18,107 | 8.73 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 3,272 | -2.97 | 273 | 7.06 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 5,354 | -1.09 | 447 | 9.05 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1,925 | -4.32 | 161 | 5.26 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 18,173 | -6.07 | 1,375 | -2.21 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9,861 | -4.47 | 823 | 4.44 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 20,488 | -2.68 | 1,710 | 7.41 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial | 42,152 | -48.61 | 3,519 | -43.29 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 6,299 | -2.31 | 526 | 7.80 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 15,262 | -10.66 | 1,274 | -1.39 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 236,696 | -9.98 | 19,759 | -0.67 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 17,738 | -76.53 | 1,481 | -74.11 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 23,793 | -1.51 | 1,986 | 8.70 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 5,394 | -41.79 | 408 | -39.38 | ||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3,138 | -86.09 | 261 | -83.90 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio | 51,731 | -16.69 | 4,319 | -8.07 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 197 | -43.87 | 16 | -38.46 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,803,253 | -1.25 | 150,536 | 8.97 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 482,105 | -26.60 | 36,471 | -20.99 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 4,682 | -21.64 | 391 | -13.53 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 755,371 | -21.01 | 63,058 | -12.83 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7,250 | -11.12 | 605 | -1.94 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 6,100 | -6.40 | 509 | 3.25 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4,029 | -0.59 | 336 | 9.80 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 36,017 | -0.26 | 3,007 | 10.07 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 111,300 | -0.80 | 9,280 | 5.94 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service | 377,500 | -5.27 | 31,514 | 4.53 | ||||
| 2025-08-27 | NP | HCINX - The Institutional International Equity Portfolio HC Strategic Shares | 377,365 | -56.30 | 31,502 | -51.78 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 109,500 | -35.01 | 9,141 | -28.29 | ||||
| 2025-05-08 | 13F | Delap Wealth Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 39,933 | -0.18 | 3,334 | 10.15 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 751,000 | -44.46 | 62,693 | -38.72 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 17,625 | -0.26 | 1,471 | 10.10 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 37,548 | -1.03 | 3,135 | 9.20 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 45,248 | -0.90 | 3,777 | 9.35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 112,535 | -2.25 | 9 | 12.50 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1,188 | -17.84 | 99 | -9.17 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 5,212 | -2.49 | 435 | 7.67 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II | 418,684 | -10.02 | 34,952 | -0.71 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2,186 | -35.38 | 183 | -28.63 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 102,831 | -0.96 | 8,584 | 9.29 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 42,467 | -0.06 | 3,545 | 10.30 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 32,647 | -0.37 | 2,725 | 9.97 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 4,612 | -23.08 | 378 | -16.56 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 134,935 | -4.01 | 11,264 | 5.92 | ||||
| 2025-08-11 | 13F | Monashee Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 21,055 | -14.51 | 1,758 | -5.69 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 28,438 | -21.77 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 42,211 | -38.89 | 3,524 | -32.57 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 119,138 | -4.75 | 9,013 | 2.53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 696,657 | -23.82 | 58,157 | -15.94 | ||||
| 2025-06-25 | NP | WEAFX - Wells Fargo WealthBuilder Equity Fund Class A | 720,593 | -14.42 | 56,718 | -8.45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 212,827 | -42.38 | 17,779 | -36.37 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 3,762 | -3.59 | 314 | 6.44 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 32,302 | -1.39 | 2,697 | 8.80 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 11,104 | -5.84 | 927 | 3.81 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 41,891 | -7.93 | 3,497 | 1.63 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1,601,603 | -1.54 | 133,702 | 8.65 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 4,228 | -1.10 | 353 | 8.98 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 21,756 | -27.96 | 1,816 | -20.49 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Conservative Fund Class I | 51,172 | -9.73 | 4,272 | -0.40 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 314,601 | -4.97 | 26,263 | 4.86 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 5,889 | -31.23 | 492 | -24.11 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 4,974 | -1.84 | 415 | 8.36 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 19,208 | -6.28 | 1,603 | 3.42 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 25,893 | -7.57 | 2,156 | 7.58 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 3,625,084 | -0.31 | 302,622 | 10.01 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B | 8,548,608 | -4.39 | 713,638 | 5.51 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 295,411 | -16.34 | 23,947 | -10.36 | ||||
| 2025-08-14 | 13F | RPTC Inc. | 312,057 | -1.95 | 26,051 | 8.20 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 25,848 | -4.11 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 9,306 | -16.64 | 780 | -7.58 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 29,892 | -0.91 | 2,495 | 9.33 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,585,558 | -0.08 | 549,762 | 10.26 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 2,338,490 | -12.35 | 195,217 | -3.28 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 39,275 | -0.92 | 2,760 | -7.94 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 6,358 | -1.40 | 531 | 8.83 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 14,729 | -14.26 | 1,230 | -5.39 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 3,572 | -2.72 | 298 | 7.58 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 323,646 | -12.48 | 27,018 | -3.42 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 2,575,426 | -0.17 | 214,996 | 10.16 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 113,636 | -0.37 | 9,486 | 9.94 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3,450,389 | -1.51 | 288,039 | 8.68 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NDVR, Inc. | 19,496 | -8.73 | 1,628 | 0.74 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 20,742 | -0.14 | 1,732 | 10.18 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 17,354 | -12.40 | 1,450 | -2.42 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 15,418 | -0.14 | 1,287 | 10.28 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 60,688 | -2.79 | 5,066 | 7.29 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 59,725 | -22.28 | 4,986 | -14.24 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 34,842 | -0.48 | 2,909 | 9.82 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Walleye Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | EAAFX - Wells Fargo Asset Allocation Fund Class A | 708,233 | -11.43 | 55,745 | -5.26 | ||||
| 2025-05-13 | 13F | RW Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5,354 | -1.64 | 447 | 8.52 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 62,251 | -4.71 | 5,197 | 5.14 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 5,356 | -75.53 | 447 | 3.23 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 194,079 | -40.71 | 16,202 | -34.58 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 3,005,172 | -10.58 | 250,872 | -1.32 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20,884,114 | -9.74 | 1,743,406 | -0.39 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 39,409 | -11.00 | 3,290 | -1.79 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 1,015,107 | -5.11 | 84,741 | 4.71 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 98,669 | -4.00 | 8,237 | 5.93 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 240,785 | -49.11 | 20,101 | -43.85 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 7,356 | -2.63 | 614 | 7.53 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 71,268 | -18.36 | 5,949 | -9.90 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 8,520 | -11.94 | 711 | -2.74 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 62,344 | -6.25 | 5,204 | 3.46 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 56,228 | -6.71 | 4,694 | 2.94 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 4,571 | -98.78 | 382 | -98.65 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 150,806 | -0.53 | 12,589 | 9.77 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 308 | -90.99 | 26 | -90.31 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 21,235,926 | -14.45 | 1,772,775 | -5.60 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 133,144 | -37.66 | 11,115 | -31.22 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 2,422 | -22.25 | 202 | -14.04 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 76,036 | -2.22 | 6,347 | 7.91 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 274,350 | -0.02 | 22,903 | 10.33 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 56,931 | -13.34 | 4,753 | -4.39 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 85,529 | -6.76 | 7,140 | 10.75 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 602,486 | -16.60 | 50,296 | -7.97 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 56,941 | -7.34 | 4,753 | 1.69 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 129,816 | -84.29 | 10,837 | -82.66 | ||||
| 2025-05-09 | 13F | Prime Buchholz LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 77,873 | -26.45 | 6,617 | -17.39 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,361 | -1.23 | 114 | 8.65 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 11,969 | -17.94 | 999 | -2.54 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 230,262 | -7.19 | 19,222 | 2.42 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 31,464 | -3.38 | 2,627 | 6.62 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8,802,068 | -2.68 | 734,797 | 7.39 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 39,659 | -2.78 | 3,311 | 7.29 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 46,388 | -0.64 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 36,554 | -0.06 | 3,052 | 10.26 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial | 147,723 | -46.16 | 12,332 | -40.59 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 46,789,572 | -7.63 | 3,901,637 | 1.82 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 16,815 | -6.51 | 1,404 | 3.16 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WGBAX - Wells Fargo WealthBuilder Growth Balanced Fund Class A | 323,141 | -12.22 | 25,434 | -6.10 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Abc Arbitrage Sa | 10,663 | -90.72 | 890 | -89.76 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Chan Zuckerberg Initiative, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4,606 | -0.41 | 385 | 10.03 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1,535 | -10.65 | 128 | -0.78 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 13,682 | -1.38 | 1,142 | 8.87 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 792,147 | -0.50 | 66,128 | 9.80 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Lee Financial Co | 26,816 | -0.09 | 2,239 | 10.25 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 14,970 | -14.74 | 1,250 | -5.95 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 280,052 | -4.78 | 23,379 | 5.07 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 504,233 | -31.60 | 42,093 | -24.52 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 166,719 | -7.44 | 13,918 | 2.14 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 366,417 | -4.94 | 30,588 | 4.90 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 4,477 | -8.46 | 374 | 0.81 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2,760 | -32.96 | 230 | -26.05 | ||||
| 2025-07-25 | NP | USIFX - International Fund Shares | 61,274 | -21.66 | 5,059 | -14.21 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 244,827 | -4.16 | 20,438 | 5.76 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 60,917 | -4.18 | 5,085 | 5.74 | ||||
| 2025-06-03 | 13F | Invst, LLC | 22,307 | -11.77 | 1,688 | -5.01 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1,269,967 | -9.44 | 106,017 | -0.07 | ||||
| 2025-08-27 | NP | HCIEX - The International Equity Portfolio HC Strategic Shares | 336,015 | -1.75 | 28,051 | 8.41 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 223,002 | -7.59 | 18,616 | 1.98 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 10,652 | -17.21 | 889 | -8.63 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 133,421 | -0.22 | 11,138 | 10.10 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 13,350 | -0.98 | 1,114 | 9.32 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2,776 | -26.05 | 232 | -12.17 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 165,104 | -2.43 | 13,783 | 7.66 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 285,166 | -3.18 | 23,806 | 6.84 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 27,668 | -0.19 | 2,310 | 10.11 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 52,166 | -1.92 | 4,355 | 8.23 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,463,006 | -3.90 | 205,612 | 6.05 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 67,247 | -13.75 | 5,614 | -4.83 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 17,669 | -5.51 | 1,337 | 1.67 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 11,352 | -17.17 | 948 | -8.59 | ||||
| 2025-04-14 | 13F | Professional Advisory Services Inc | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F | Game Plan Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 18,306 | -7.55 | 1,528 | 2.07 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 56,056 | -0.51 | 4,680 | 9.78 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 44,227 | -0.41 | 3,692 | 9.91 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 59,098 | -8.81 | 4,933 | 0.63 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 11,919 | -0.38 | 995 | 9.83 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 55,332 | -1.83 | 4,619 | 8.35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 730,380 | -0.48 | 60,972 | 9.82 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 7,889 | -41.00 | 659 | -34.92 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 85,850 | -0.09 | 7,167 | 10.25 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 11,803 | -20.10 | 985 | -11.82 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 7,588 | -53.31 | 633 | -48.49 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 38,746 | -22.77 | 3,235 | -14.78 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 23,851 | -0.68 | 1,991 | 9.64 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Nationwide Fund Advisors | 2,591,526 | -9.87 | 216,341 | -0.54 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 245,250 | -4.53 | 20,473 | 5.36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 87,375 | -95.79 | 7,294 | -95.36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 66,600 | -14.51 | 5,560 | -5.67 | |||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 223,604 | -15.44 | 18,666 | -6.69 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 155,863 | -5.20 | 13 | 8.33 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3,338 | -6.84 | 279 | 2.58 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 4,922 | -0.63 | 403 | 7.49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 15,578 | -11.23 | 1,300 | -2.03 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 58,114 | -14.51 | 4,851 | -5.66 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service | 77,891 | -68.93 | 6,502 | -65.72 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 23,818 | -0.42 | 1,988 | 9.89 | ||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 910 | -2.15 | 72 | 4.41 | ||||
| 2025-07-09 | 13F | First Bank & Trust | 21,048 | -0.93 | 1,757 | 9.33 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 269,624 | -3.96 | 22 | 4.76 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 34,637 | -2.62 | 2,891 | 7.47 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 607,723 | -0.17 | 50,733 | 10.16 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 19,043 | -14.10 | 1,590 | -5.25 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 7,013 | -0.50 | 585 | 9.76 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 113,999 | -10.45 | 9,517 | -1.18 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 34,167 | -5.56 | 2,852 | 4.24 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 10,249 | -9.18 | 856 | 0.23 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1,068 | -5.99 | 89 | 4.71 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 175,490 | -1.36 | 14,650 | 8.84 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 22,518 | -11.51 | 1,880 | -2.39 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 46,713 | -3.60 | 3,900 | 6.38 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 3,513 | -4.10 | 293 | 5.78 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 6,375 | -2.64 | 532 | 7.47 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 5,302 | -9.69 | 443 | 7.28 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5,391,301 | -0.82 | 450,066 | 9.45 | ||||
| 2025-05-05 | 13F | Alexander Labrunerie & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 32,535 | -4.68 | 2,716 | 5.19 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 8,934 | -2.30 | 746 | 8.13 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 43,173 | -2.69 | 3,604 | 7.39 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 15,718 | -14.28 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 7,863 | -24.89 | 656 | -12.06 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 1,146,476 | -2.77 | 95,708 | 7.29 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 18,467 | -1.31 | 1,542 | 8.90 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 682,883 | -18.69 | 57,007 | -10.27 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2,575 | -19.78 | 215 | -11.57 | ||||
| 2025-08-05 | 13F | Inlet Private Wealth, LLC | 5,265 | -6.86 | 440 | 2.81 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 3,055,945 | -3.17 | 255,110 | 6.86 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 152,347 | -5.46 | 12,718 | 4.32 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 443,764 | -1.83 | 37,045 | 8.33 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2,425 | -0.16 | 202 | 10.38 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 10,450 | -9.65 | 872 | -0.23 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 53,603 | -2.80 | 4,475 | 7.26 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 19,446 | -0.08 | 1,623 | 10.26 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1,834 | -7.98 | 153 | 2.00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 111,637 | -1.17 | 9,319 | 9.07 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 119 | -17.36 | 9 | -10.00 | ||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 1,649 | -2.94 | 130 | 3.20 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 980 | -11.23 | 82 | -2.41 | ||||
| 2025-08-26 | NP | FTRTX - Franklin LifeSmart 2025 Retirement Target Fund CLASS A | 18,067 | -3.60 | 1,508 | 6.42 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,980 | -34.93 | 169 | -25.99 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 4,916 | -4.10 | 387 | 2.39 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 9,673 | -7.05 | 732 | 0.00 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 239,927 | -8.17 | 20,029 | 1.33 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 16,370 | -46.46 | 1,367 | -40.92 | ||||
| 2025-07-30 | 13F | Cabot-Wellington, LLC | 754,560 | -2.93 | 62,991 | 7.12 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 41,125 | -33.82 | 3,433 | -26.96 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 6,145 | -10.98 | 513 | -1.92 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 4,016 | -30.59 | 335 | -23.34 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 72,880 | -6.45 | 6,084 | 3.24 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 7,613 | -9.87 | 636 | -0.63 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 2,725 | -13.46 | 227 | -4.62 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 25,718 | -10.60 | 2,147 | -1.38 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 10,633 | -19.60 | 888 | -10.85 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 266,089 | -52.44 | 22,213 | -47.52 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 529,251 | -0.83 | 44,182 | 9.43 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3,326 | -0.30 | 0 | |||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 11,636 | -1.31 | 971 | 8.98 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7,367 | -3.88 | 615 | 6.04 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 528 | -13.30 | 44 | -4.35 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 3,731,582 | -4.22 | 311,512 | 5.69 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 24,685 | -0.21 | 2,061 | 10.10 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 6,276 | -11.67 | 524 | -2.61 | ||||
| 2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 4,376 | -3.95 | 344 | 2.69 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 17,235 | -44.48 | 1,439 | -38.76 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 279,391 | -39.04 | 23,324 | -32.73 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 105,516 | -0.74 | 8,808 | 9.54 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1,502 | -48.63 | 114 | -44.88 | ||||
| 2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | West Bancorporation Inc | 16,767 | -0.56 | 1,400 | 9.73 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 29,426 | -0.00 | 2,456 | 10.33 | ||||
| 2025-05-07 | 13F/A | Meridian Management Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 19,306 | -1.15 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 5,754 | -13.24 | 480 | -4.19 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 2,800 | -0.04 | 234 | 10.43 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 5,370 | -1.76 | 448 | 8.47 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7,684 | -12.51 | 641 | -3.46 | ||||
| 2025-04-21 | 13F | Accelerate Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5,369 | -9.69 | 448 | -0.22 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 13,099 | -1.87 | 1,093 | 8.33 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 853,785 | -0.39 | 71,274 | 9.92 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 7,960 | -0.33 | 665 | 9.93 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 62,062 | -1.22 | 5,181 | 9.01 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 19,074 | -1.76 | 1,592 | 8.45 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 34,737 | -35.75 | 2,900 | -29.12 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 203 | -47.14 | 17 | -44.83 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Team Hewins, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 224,766 | -0.89 | 18,763 | 9.37 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5,784 | -0.26 | 483 | 6.64 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 6,349 | -0.24 | 530 | 10.19 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 101,975 | -0.04 | 8,513 | 10.30 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 85,956 | -4.67 | 7 | 16.67 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 350 | -8.62 | 29 | 3.57 | ||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 5,547 | -4.15 | 437 | 2.59 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 15,068 | -3.12 | 1,258 | 6.89 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 18,534 | -40.15 | 1,547 | -33.95 | ||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 748,859 | -0.65 | 62,515 | 9.64 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 9,179 | -11.42 | 766 | -2.17 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 5,126 | -1.78 | 0 | |||||
| 2025-08-05 | 13F | Burney Co/ | 3,137 | -22.90 | 262 | -14.98 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1,498 | -99.68 | 125 | -99.65 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2,839 | -72.92 | 237 | -70.11 | ||||
| 2025-07-29 | 13F | First National Bank of Hutchinson | 5,121 | -15.00 | 428 | -6.15 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 146,097 | -45.68 | 10,612 | -46.84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 607,789 | -10.19 | 50,738 | 6.68 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 178,099 | -4.64 | 14,855 | 5.15 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4,915 | -57.53 | 410 | -53.14 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 187,450 | -15.40 | 14,396 | -14.11 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 15,802 | -2.73 | 1,319 | 7.41 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 61,125 | -6.95 | 5,103 | 14.52 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 605,754 | -2.18 | 50,568 | 7.95 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 353,472 | -0.15 | 30 | 11.54 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 94,874 | -0.08 | 7,920 | 10.28 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 1,177,610 | -1.87 | 98,306 | 8.28 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11,621 | -1.01 | 1 | |||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 57,399 | -0.12 | 4,792 | 10.21 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 2,743 | -10.24 | 229 | -1.30 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2,895 | -18.98 | 242 | -10.74 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 146,312 | -13.64 | 12,214 | -4.70 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1,271,801 | -11.53 | 106,170 | -2.37 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 16,956 | -0.67 | 1,415 | 9.60 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 29,225 | -11.69 | 2,440 | -2.56 | ||||
| 2025-05-07 | 13F | Ridgewood Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 84,534 | -11.74 | 7,203 | 1.22 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4,475 | -42.78 | 377 | -35.33 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 12,729 | -13.36 | 1,063 | -4.41 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 10,826 | -15.18 | 430 | -20.07 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 21,382 | -76.67 | 1,785 | -74.27 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 500,448 | -0.68 | 41,777 | 9.60 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 2,881 | -0.45 | 241 | 10.09 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB | 910,500 | -6.58 | 76,009 | 3.09 | ||||
| 2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 231,822 | -0.12 | 19,353 | 10.22 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WMBGX - Wells Fargo WealthBuilder Moderate Balanced Fund Class A | 98,437 | -11.51 | 7,748 | -5.34 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,744,172 | -5.73 | 229,083 | 4.03 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 95,240 | -4.93 | 7,951 | 4.91 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 16,294 | -0.52 | 1,360 | 9.77 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 579,347 | -2.52 | 48,364 | 7.56 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 9,170 | -8.86 | 766 | 0.53 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 7,029 | -1.61 | 587 | 8.52 | ||||
| 2025-06-25 | NP | WGAFX - Wells Fargo WealthBuilder Growth Allocation Fund Class A | 177,842 | -13.45 | 13,998 | -7.42 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 26 | -88.65 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 71,413 | -6.29 | 5,962 | 3.42 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 59,407 | -3.60 | 4,498 | -0.13 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II | 250,882 | -10.31 | 20,944 | -1.03 | ||||
| 2025-08-12 | 13F | Northwestern Mutual Investment Management Company, Llc | 221,238 | -34.10 | 18,469 | -27.29 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 53,125 | -56.43 | 4,435 | -51.92 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 7,746 | -3.22 | 647 | 6.78 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4,155 | -64.37 | 347 | -60.77 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 5,080 | -26.39 | 424 | -18.77 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 3,972 | -2.26 | 332 | 7.82 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 45,866 | -18.54 | 4 | -25.00 | ||||
| 2025-03-27 | NP | TCFTX - Transamerica ClearTrack 2015 R1 | 358 | -98.23 | 26 | -98.26 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 12,450 | -1.69 | 1,023 | 7.68 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 64,903 | -7.44 | 5,418 | 2.15 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Passaic Partners LLC | 2,017,500 | -0.84 | 168,421 | 9.42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,336,548 | -0.09 | 111,575 | 10.25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,148 | -29.87 | 96 | -22.76 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 7,403 | -3.17 | 618 | 6.92 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 235,020 | -1.71 | 19,619 | 8.46 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 139,865 | -6.82 | 11,676 | 2.83 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 374,616 | -1.23 | 31,273 | 8.99 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 12,888 | -2.42 | 1,076 | 7.61 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,278 | -5.05 | 107 | 4.95 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 1,223,169 | -1.72 | 101,902 | 7.68 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 14,615 | -0.52 | 1,208 | 21.18 | ||||
| 2025-08-14 | 13F | Wilshire Associates Inc | 51,731 | -88.34 | 4,319 | 28.70 | ||||
| 2025-04-29 | 13F/A | Huntleigh Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 4,538 | -75.70 | 379 | -73.23 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 7,624 | -3.58 | 636 | 6.35 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 17,695 | -10.42 | 1,477 | -1.14 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 870,937 | -2.22 | 73 | 7.46 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 6,225 | -21.34 | 520 | -13.21 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 16,005 | -2.03 | 1,336 | 8.18 |
