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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Alliancebernstein L.p. | 96,274 | -21.45 | 10,600 | -6.85 | ||||
| 2025-08-01 | 13F | First National Trust Co | 10,503 | -3.60 | 1,156 | 14.34 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 3,562 | -3.70 | 392 | 14.29 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21,447 | -0.07 | 2,361 | 18.52 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 66,465 | -1.57 | 7,318 | 16.74 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 84,919 | -10.12 | 9,298 | 6.32 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 35,778 | -1.87 | 3,939 | 16.40 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 32,656 | -22.03 | 3,783 | -4.62 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 11,522 | -17.55 | 1,322 | -2.58 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 2,951 | -11.75 | 325 | 4.52 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 21,474 | -3.15 | 2,364 | 14.87 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 225,622 | -1.21 | 24,841 | 17.17 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 17,273 | -5.30 | 1,902 | 12.29 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 14,018 | -0.21 | 1,543 | 18.42 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 389,746 | -0.92 | 42,911 | 17.51 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9,632 | -11.11 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 13,367 | -14.68 | 1,472 | 1.17 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 11,434 | -4.75 | 1,275 | 14.45 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 6,826 | -5.57 | 752 | 11.92 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 7,608 | -3.83 | 838 | 14.03 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 314,771 | -24.42 | 34,656 | -10.36 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16,573 | -2.46 | 1,825 | 15.66 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12,021 | -27.35 | 1,324 | -13.81 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 16,259 | -1.05 | 1,790 | 17.38 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 232,067 | -3.27 | 25,551 | 14.72 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,626,586 | -5.70 | 179,087 | 11.84 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,075 | -7.20 | 228 | 10.14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,173,225 | -0.78 | 349,197 | 17.58 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 2,805 | -18.98 | 309 | -4.05 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 4,646 | -1.09 | 512 | 17.20 | ||||
| 2025-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 45,330 | -0.17 | 4,991 | 18.39 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 139,624 | -2.83 | 15,373 | 15.24 | ||||
| 2025-07-24 | 13F | M. Kraus & Co | 3,000 | -3.23 | 330 | 14.98 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 25,249 | -0.43 | 2,780 | 18.05 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,628,273 | -7.98 | 399 | 9.02 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,244,255 | -5.60 | 247 | 12.27 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 32,856 | -0.78 | 3,617 | 17.70 | ||||
| 2025-08-11 | 13F | Anb Bank | 2,185 | -3.49 | 241 | 14.29 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F | 116,000 | -14.07 | 12,772 | 1.91 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 101,483 | -1.29 | 11,173 | 17.07 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 539 | -82.05 | 59 | -78.78 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 8,846 | -0.84 | 974 | 17.51 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 2,039 | -86.04 | 224 | -83.48 | ||||
| 2025-08-08 | 13F | Creative Planning | 641,855 | -2.54 | 70,668 | 15.60 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 468,852 | -4.48 | 51,621 | 13.29 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 146,208 | -8.74 | 16,097 | 8.24 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 15,619 | -0.51 | 1,720 | 17.98 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8,974 | -2.29 | 977 | 14.15 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 6,274 | -2.53 | 691 | 15.58 | ||||
| 2025-04-28 | 13F | Principal Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14,096 | -2.25 | 1,552 | 15.92 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 3,243 | -3.65 | 357 | 14.42 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 28,724 | -6.30 | 3,152 | 10.76 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 23,888 | -7.66 | 2,630 | 9.54 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,606 | -8.31 | 727 | 8.83 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | -641 | -36.03 | -71 | -24.73 | |||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 2,391 | -8.29 | 263 | 8.68 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 11,130 | -5.02 | 1,225 | 12.70 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 764 | -4.98 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 7,570 | -3.22 | 833 | 14.74 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1,084 | -13.14 | 119 | 3.48 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 260,255 | -10.36 | 28,654 | 6.32 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 9,641 | -70.11 | 895 | -72.69 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 2,347 | -36.77 | 258 | -25.00 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 265,975 | -22.96 | 29,284 | -8.62 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 17,222 | -6.77 | 1,896 | 10.62 | ||||
| 2025-05-09 | 13F | Natural Investments, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 3,728 | -5.26 | 410 | 12.33 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2,007 | -0.25 | 221 | 18.28 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 2,294 | -1.21 | 253 | 17.21 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 3,808 | -10.63 | 419 | 6.08 | ||||
| 2025-05-14 | 13F | Winslow Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 36,704 | -0.02 | 4,041 | 18.57 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 22,264 | -7.50 | 2,451 | 9.71 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 283,101 | -44.47 | 31,076 | -34.34 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 22,815 | -2.26 | 2,512 | 15.93 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 93,460 | -19.01 | 10,290 | -2.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 30,033 | -5.51 | 3,421 | 14.42 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 3,201 | -3.03 | 352 | 15.03 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 4,468 | -10.57 | 492 | 6.05 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 23,109 | -8.05 | 2,544 | 9.09 | ||||
| 2025-05-09 | 13F | Strategy Asset Managers Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 16,852 | -1.51 | 1,855 | 16.81 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 14,150 | -1.24 | 1,558 | 12.99 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 160,286 | -2.22 | 17,647 | 15.97 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 5,258 | -41.62 | 579 | -30.86 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 343,062 | -1.13 | 37,771 | 17.26 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 3,301 | -35.22 | 363 | -23.26 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 1,954 | -22.46 | 215 | -7.73 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 7,026 | -0.20 | 774 | 18.38 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3,666 | -60.24 | 404 | -52.87 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 237,536 | -0.89 | 26,153 | 17.55 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 3,666 | -0.95 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4,861 | -46.68 | 535 | -36.76 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 169,413 | -5.50 | 19,251 | 15.68 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 151,750 | -0.07 | 16,708 | 18.52 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 3,516 | -6.93 | 325 | 1.88 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 68,171 | -23.84 | 7,506 | -9.68 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 150,916 | -4.87 | 16,616 | 12.82 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 13,709 | -10.57 | 1,509 | 6.12 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 5,902 | -23.41 | 650 | -9.23 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 182,086 | -1.41 | 20,048 | 16.93 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 25,489 | -8.76 | 2,806 | 8.17 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 16,888 | -1.00 | 1,859 | 17.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,256,548 | -2.02 | 468,646 | 16.21 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 884 | -34.57 | 101 | -20.00 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 17,381 | -5.12 | 1,914 | 12.53 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2,752 | -5.62 | 303 | 11.85 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 24,250 | -4.10 | 2,670 | 13.72 | ||||
| 2025-08-14 | 13F | Beacon Investment Advisors Llc | 9,200 | -1.51 | 1,007 | 16.15 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 5,245 | -20.35 | 577 | -5.56 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 6,773 | -0.47 | 746 | 18.07 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 61,805 | -8.70 | 6,805 | 8.29 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 42,588 | -2.37 | 4,689 | 15.78 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 67,030 | -3.49 | 7,380 | 14.47 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 30,252 | -4.02 | 3,331 | 13.85 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 4,519 | -0.04 | 498 | 18.62 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 17,715 | -11.88 | 1,950 | 4.50 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 197,901 | -0.38 | 21,789 | 18.14 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 33,926 | -0.16 | 3,735 | 18.42 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 17,653 | -28.80 | 1,944 | -15.56 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 5,163 | -0.15 | 568 | 18.33 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 15 | -99.20 | 2 | -99.43 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 485,530 | -64.53 | 53 | -60.45 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 9,690 | -14.97 | 1,067 | 0.85 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6,776 | -7.82 | 629 | -15.68 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 423,504 | -0.10 | 46,628 | 18.49 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 18,056 | -4.61 | 1,988 | 13.09 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 18,777 | -10.22 | 2,067 | 6.49 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 97,018 | -1.61 | 10,682 | 16.69 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 29,953 | -5.84 | 3,298 | 11.69 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 4,448 | -0.63 | 490 | 17.83 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 666,017 | -8.70 | 73,329 | 8.29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 18,628,952 | -1.59 | 2,051,048 | 16.72 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4,346 | -0.46 | 503 | 21.79 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,656,326 | -0.21 | 182,361 | 18.35 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 16,206 | -1.41 | 1,784 | 16.98 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 44,689 | -3.54 | 4,920 | 14.42 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 8,920 | -1.55 | 1 | |||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 65,460 | -3.65 | 7,207 | 14.29 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 62,034 | -0.31 | 6,830 | 18.23 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 515,263 | -1.93 | 56,730 | 16.31 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 9,316 | -0.08 | 1,020 | 17.92 | ||||
| 2025-07-18 | 13F | United Bank | 117,779 | -0.86 | 12,967 | 17.58 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,122 | -29.61 | 124 | -16.89 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 2,958 | -0.74 | 326 | 17.75 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 11,118 | -1.65 | 1,224 | 16.68 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 11,768 | -21.85 | 1,296 | -7.30 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 5,229 | -2.59 | 576 | 15.46 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 11,159 | -0.71 | 1,229 | 17.74 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 7,624 | -7.37 | 839 | 9.82 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 38,370 | -0.93 | 3,562 | -9.44 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 94,914 | -10.04 | 10,450 | 6.71 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4,177 | -0.62 | 460 | 17.69 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 5,978 | -15.30 | 658 | 0.46 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 6,234 | -10.21 | 686 | 6.52 | ||||
| 2025-07-11 | 13F | Arrow Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 27,481 | -2.32 | 3,026 | 15.86 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,241,399 | -2.47 | 577 | 15.86 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 177,494 | -1.57 | 19,542 | 16.74 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2,500 | -2.34 | 275 | 16.03 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 9,258 | -4.61 | 1,019 | 13.22 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 88,096 | -62.97 | 9,699 | -56.08 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 56,609 | -13.54 | 6,233 | 2.55 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Renasant Bank | 26,340 | -31.29 | 2,900 | -18.49 | ||||
| 2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 12,553 | -2.32 | 1,382 | 15.94 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 45,955 | -9.68 | 5,060 | 7.11 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 45,118 | -0.97 | 4,967 | 17.45 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 58,061 | -5.86 | 6,393 | 11.65 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 221,708 | -1.30 | 24,410 | 17.07 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 3,098 | -4.29 | 341 | 13.67 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7,543 | -8.82 | 830 | 8.21 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 8,737 | -5.28 | 962 | 12.27 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 2,810 | -19.90 | 309 | -4.92 | ||||
| 2025-04-21 | 13F | Riverwater Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Balanced Rock Investment Advisor | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 27,049 | -22.44 | 2,978 | -8.00 | ||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 99,888 | -2.29 | 10,998 | 15.89 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 5,129 | -95.80 | 565 | -95.03 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 68,151 | -7.89 | 7,503 | 9.25 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 4,399 | -1.19 | 484 | 17.19 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 67,490 | -16.07 | 7,431 | -0.46 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 2,999 | -0.10 | 330 | 18.71 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 276 | -84.84 | 30 | -83.70 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 6,056 | -14.29 | 667 | 1.68 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2,836 | -10.45 | 312 | 6.48 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 189,777 | -13.49 | 20,894 | 2.60 | ||||
| 2025-05-14 | 13F | Prosperitas Financial LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 22,638 | -2.03 | 2,492 | 16.23 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 22,404 | -7.98 | 2,467 | 9.12 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 31,252 | -4.11 | 3,441 | 13.72 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2,120 | -15.17 | 233 | 0.87 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | Short | -35,341 | -36.07 | -3,891 | -24.17 | |||
| 2025-08-01 | 13F | Jennison Associates Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 158,908 | -3.47 | 17,496 | 14.49 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 2,397 | -10.19 | 264 | 6.48 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 4,684 | -2.09 | 516 | 15.99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 128,222 | -1.91 | 14,117 | 16.32 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14,203 | -9.02 | 1,606 | 6.57 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 82,411 | -40.28 | 9,073 | -29.17 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16,891 | -55.28 | 1,860 | -46.95 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 54,137 | -4.37 | 5,960 | 13.42 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 49,245 | -7.36 | 5,422 | 9.87 | ||||
| 2025-04-23 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 5,697 | -0.49 | 627 | 18.08 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 70,173 | -10.74 | 7,726 | 5.88 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 10,373 | -8.07 | 1,142 | 9.07 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 34,365 | -2.64 | 3,784 | 15.48 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 6,713 | -11.34 | 739 | 5.27 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3,489 | -17.48 | 384 | -2.04 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 24,008 | -0.56 | 2,643 | 17.94 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4,250,432 | -5.75 | 467,973 | 11.79 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 13,481 | -0.39 | 1,484 | 18.15 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 50,981 | -0.91 | 5,613 | 17.55 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 560,084 | -3.14 | 61,665 | 14.89 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 2,575 | -4.31 | 284 | 13.65 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 7,583 | -10.98 | 835 | 5.57 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 13,366 | -0.19 | 1,472 | 18.34 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 355 | -13.20 | 39 | 2.63 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 7,760 | -3.19 | 854 | 14.78 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 7,520 | -3.84 | 828 | 14.07 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 302,048 | -4.18 | 33,256 | 13.64 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6,775 | -34.19 | 746 | -21.99 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 10,738 | -1.00 | 1,182 | 22.87 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 4,657 | -0.45 | 513 | 17.97 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 27,829 | -38.17 | 3,033 | -27.43 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 4,307 | -8.42 | 474 | 8.72 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 8,467 | -1.29 | 932 | 17.09 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 175,732 | -40.70 | 19,348 | -29.66 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 11,568 | -4.67 | 1,318 | 16.96 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 32,297 | -3.51 | 3,556 | 14.42 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 25,383 | -2.83 | 2,795 | 5.75 | ||||
| 2025-05-14 | 13F | Accredited Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 71,117 | -0.84 | 7,880 | 30.73 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 36,431 | -34.88 | 4,011 | -22.75 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 2,988 | -1.94 | 329 | 16.31 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 7,632 | -0.13 | 840 | 18.48 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 29,527 | -8.49 | 3,251 | 8.51 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 961 | -20.12 | 106 | -5.41 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 112,181 | -4.18 | 12,351 | 13.65 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 6,984 | -0.61 | 769 | 17.79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 92,584 | -10.49 | 10,193 | 6.17 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 22,534 | -4.63 | 2,481 | 13.13 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 18,511 | -0.03 | 2,038 | 21.82 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 51,858 | -3.25 | 5,710 | 14.75 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 106,988 | -0.79 | 11,779 | 17.67 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 99,572 | -7.39 | 10,963 | 9.83 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 212,095 | -10.72 | 23,352 | 5.90 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 154,835 | -0.19 | 17 | 21.43 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 11,006 | -1.80 | 1,212 | 16.44 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 16,977 | -2.09 | 1,869 | 16.16 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 25,240 | -3.98 | 2,779 | 13.85 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3,609 | -6.72 | 397 | 1.28 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 224,702 | -14.18 | 24,740 | 1.79 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 12,389 | -5.60 | 1,364 | 11.99 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24,558 | -5.51 | 2,704 | 11.23 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 1,019,483 | -0.78 | 112,245 | 17.68 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 32,388 | -2.35 | 3,566 | 15.82 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12,035 | -41.11 | 1,325 | -30.15 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 11,450 | -20.16 | 1,261 | -5.33 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 67,540 | -10.72 | 7,436 | 5.90 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 12,233 | -48.50 | 1,347 | -38.96 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 8,880 | -4.52 | 978 | 16.31 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 18,743 | -6.13 | 2,064 | 11.33 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13,605 | -0.05 | 1,498 | 18.53 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 20,338 | -2.69 | 2,239 | 15.41 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 24,255 | -1.63 | 2,252 | -12.34 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 2,509 | -1.06 | 276 | 17.45 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 324,536 | -56.57 | 35,731 | -48.48 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 189,534 | -0.23 | 20,868 | 18.33 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9,538 | -23.00 | 1,050 | -8.62 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 807 | -30.01 | 89 | -17.76 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 1,928 | -25.99 | 212 | -12.03 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 66,543 | -1.28 | 7,326 | 17.08 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 5,087 | -2.06 | 560 | 16.18 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 817 | -3.20 | 90 | 14.10 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 8,742 | -0.42 | 963 | 18.18 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1,480 | -37.95 | 163 | -26.70 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 13,534 | -13.15 | 1,490 | 3.04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 632,317 | -7.07 | 69,618 | 10.22 | ||||
| 2025-05-06 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 37,721 | -0.27 | 4,153 | 18.29 | ||||
| 2025-05-02 | 13F | Strata Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 66,262 | -26.04 | 7,295 | -12.28 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,809,791 | -8.88 | 199,258 | 8.07 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6,624 | -15.69 | 729 | 0.00 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 31,603 | -6.07 | 3 | 0.00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 45,212 | -11.32 | 5,017 | 6.02 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 127,522 | -14.92 | 14,040 | 0.91 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 292,831 | -8.39 | 32,241 | 8.65 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 173,949 | -5.30 | 19,152 | 12.32 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7,108 | -6.73 | 783 | 10.61 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 10,153 | -0.66 | 1,118 | 17.83 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 144,551 | -4.65 | 15,915 | 13.10 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,279,446 | -8.06 | 250,967 | 9.05 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 255,430 | -11.59 | 28,123 | 4.86 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 22,629 | -0.30 | 2,491 | 18.22 | ||||
| 2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1,448 | -1.70 | 159 | 16.91 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 62,125 | -1.28 | 6,840 | 17.09 | ||||
| 2025-05-14 | 13F | Corebridge Financial, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 19,465 | -3.48 | 2,143 | 14.48 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 30,094 | -6.96 | 3,313 | 10.36 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 59,238 | -0.84 | 6,522 | 17.62 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 8,719 | -52.78 | 960 | -44.05 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6,399 | -4.85 | 705 | 12.82 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6,189 | -0.77 | 681 | 17.82 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 72,578 | -0.06 | 7,991 | 18.53 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 334,529 | -1.16 | 36,832 | 17.23 | ||||
| 2025-04-15 | 13F | Collier Financial | 1,232 | -98.48 | 114 | -98.62 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 409,110 | -7.13 | 45,043 | 10.14 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 9,969 | -0.56 | 1,098 | 17.96 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 15,769 | -2.17 | 1,736 | 16.04 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 285,670 | -44.34 | 31,452 | -33.99 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 11,376 | -2.33 | 1,252 | 15.82 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 4,842 | -27.66 | 528 | -12.02 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10,521 | -10.61 | 1,158 | 6.04 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 15,790 | -10.91 | 1,737 | 5.53 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 276,280 | -2.27 | 30,418 | 15.91 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 16,503 | -2.79 | 1,817 | 15.30 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 25,661 | -4.26 | 2,825 | 13.55 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 2,902 | -1.53 | 320 | 16.85 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 25,654 | -1.29 | 2,825 | 17.08 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 3,431 | -19.82 | 378 | -5.04 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 20,975 | -14.88 | 2,309 | 0.96 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 148,112 | -0.65 | 16,307 | 17.84 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 32,969 | -2.38 | 3,630 | 15.76 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 19,545 | -2.43 | 2,152 | 15.71 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 35,073 | -6.88 | 3,862 | 10.44 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3,963 | -2.37 | 436 | 15.96 | ||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 2,388 | -0.38 | 263 | 18.02 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 6,172 | -50.60 | 680 | -41.42 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 56,424 | -11.86 | 6,212 | -4.42 | ||||
| 2025-07-28 | 13F | Jag Capital Management, Llc | 2,548 | -22.81 | 281 | -8.50 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 35,033 | -4.23 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 47,560 | -1.52 | 5,236 | 16.80 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 2,790 | -4.78 | 307 | 13.28 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 323,169 | -2.17 | 35,581 | 16.03 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 39,102 | -3.01 | 4,305 | 15.05 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 28,843 | -18.22 | 3,176 | -3.02 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 1,857 | -17.54 | 204 | -2.39 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 4,914 | -0.12 | 541 | 18.42 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 5,987 | -0.03 | 659 | 18.74 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7,710 | -14.54 | 849 | 1.31 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 5,478 | -8.21 | 603 | 8.84 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 337 | -26.42 | 37 | -11.90 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 27,196 | -4.26 | 2,994 | 13.58 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 18,446 | -1.34 | 2,031 | 17.00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 39,005 | -21.12 | 4,294 | -6.45 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 59,691 | -1.61 | 6,572 | 16.71 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 50,650 | -12.22 | 5,577 | 4.11 | ||||
| 2025-05-06 | 13F | Mendel Money Management | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 69,402 | -57.80 | 7,641 | -52.18 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 37,232 | -3.86 | 4,099 | 14.05 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 9,924 | -1.42 | 1,093 | 16.92 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 2,790 | -8.88 | 319 | 12.32 | ||||
| 2025-08-19 | 13F | Cim, Llc | 2,577 | -61.03 | 284 | -53.83 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 21,889 | -4.78 | 2,410 | 12.94 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 389,297 | -1.45 | 42,862 | 16.88 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 129,376 | -1.00 | 14 | 16.67 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2,275 | -1.09 | 250 | 17.37 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 261,512 | -76.97 | 28,793 | -72.68 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 6,299 | -7.27 | 1 | |||||
| 2025-07-08 | 13F | Lpwm Llc | 19,058 | -2.32 | 2,098 | 15.85 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 4,690 | -3.10 | 516 | 14.92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 206,510 | -43.99 | 22,737 | -34.05 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 15,754 | -16.35 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 71,899 | -1.38 | 8 | 16.67 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 11,916 | -8.30 | 1,312 | 8.79 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 8,031 | -1.52 | 884 | 16.93 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 83,915 | -65.15 | 9,239 | -58.67 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 532,183 | -14.99 | 58,593 | 0.83 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 35,762 | -16.51 | 3,937 | -0.98 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10,366 | -11.05 | 1,141 | 5.55 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 54,628 | -0.72 | 6,015 | 17.76 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 24,583 | -48.74 | 2,707 | -33.17 | ||||
| 2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 3,033 | -2.16 | 334 | 16.03 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 11,599 | -1.86 | 1,277 | 16.41 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 61,953 | -8.38 | 6,821 | 8.67 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 1,059 | -18.03 | 117 | -2.52 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 264,520 | -1.77 | 29,124 | 16.51 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 100,300 | -41.52 | 11,432 | -28.20 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 182,819 | -13.35 | 20,128 | 2.77 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10,461 | -7.84 | 1,152 | 9.31 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 169,491 | -0.15 | 18,661 | 18.42 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 9,055 | -3.28 | 997 | 14.61 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 727,471 | -1.48 | 80,095 | 16.85 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 2,653 | -14.00 | 292 | 2.10 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 7,938 | -0.14 | 874 | 18.45 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 56,000 | -0.51 | 6,166 | 17.99 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 17,484 | -15.63 | 1,925 | 0.05 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 5,947 | -0.59 | 655 | 17.84 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 53,689 | -1.35 | 5,911 | 17.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,553,707 | -6.93 | 501,363 | 10.38 | ||||
| 2025-08-12 | 13F | Bank OZK | 4,279 | -6.43 | 471 | 11.08 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 190 | -84.65 | 21 | -82.61 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 80,422 | -0.46 | 8,854 | 18.05 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 17,826 | -53.47 | 1,963 | -44.83 | ||||
| 2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 12,233 | -76.49 | 1,351 | -72.50 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 8,595 | -27.49 | 946 | -14.00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 45,048 | -11.14 | 4,960 | 5.38 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 22,555 | -3.37 | 2,483 | 14.64 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 9,747 | -1.95 | 1,073 | 16.38 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 12,094 | -18.56 | 1,332 | -3.41 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 6,061 | -1.38 | 563 | -9.94 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 7,575 | -0.33 | 834 | 18.16 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6,370 | -18.01 | 701 | -2.77 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 49,551 | -14.53 | 5,456 | 11.97 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 293,141 | -6.99 | 32,275 | 10.32 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 1,201,867 | -7.41 | 132,326 | 9.82 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7,175 | -5.53 | 790 | 11.91 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 8,276 | -2.82 | 911 | 15.32 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 9,421 | -11.04 | 1,037 | 5.49 | ||||
| 2025-08-14 | 13F | Acas, Llc | 61,680 | -2.44 | 7,134 | 17.80 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 13,021 | -34.94 | 1,434 | -22.83 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 40 | -69.70 | 4 | -66.67 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 3,117 | -4.59 | 343 | 13.20 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,777 | -81.58 | 306 | -78.20 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 110,003 | -1.97 | 12,111 | 16.27 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 8,406 | -8.77 | 926 | 8.19 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,171 | -61.67 | 129 | -54.77 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 19,730 | -1.92 | 2,172 | 16.34 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3,946 | -15.56 | 434 | 0.23 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 6,079 | -40.38 | 1,662 | 75.69 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 117,390 | -0.18 | 13 | 20.00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19,655 | -1.96 | 2,164 | 16.34 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 573,100 | -56.44 | 63,098 | -48.34 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 32,892 | -7.09 | 3,621 | 10.19 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 26,065 | -10.47 | 2,870 | 6.18 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 17,126 | -3.05 | 1,896 | 15.62 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3,286 | -0.87 | 362 | 17.59 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2,257 | -15.05 | 248 | 0.81 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 110,090 | -0.96 | 12,121 | 17.46 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 3,840 | -2.04 | 423 | 16.25 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 17,422 | -4.44 | 1,918 | 13.36 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Peoples Bank /oh | 97,926 | -1.59 | 10,782 | 16.72 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 2,771 | -59.34 | 305 | -51.74 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 76 | -48.99 | 8 | -38.46 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 128,432 | -3.56 | 14,140 | 14.38 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 77,458 | -3.37 | 8,528 | 14.62 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 8,832 | -8.54 | 972 | 8.48 | ||||
| 2025-06-26 | NP | DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES | 46,770 | -2.58 | 4,427 | -11.52 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 78,363 | -8.39 | 8,628 | 8.65 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,043 | -11.74 | 560 | 8.33 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 25,954 | -0.33 | 2,409 | -8.85 | ||||
| 2025-04-15 | 13F | First United Bank Trust/ | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | United Services Automobile Association | 47,166 | -50.00 | 5,193 | -40.62 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 4,069 | -68.99 | 448 | -63.22 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1,098,355 | -10.57 | 120,929 | 6.07 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 3,206 | -21.56 | 353 | -7.12 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 276,358 | -0.68 | 25,577 | -9.47 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 34,354 | -10.03 | 3,782 | 3.45 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10,929 | -4.65 | 1,204 | 13.17 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 11,824 | -4.50 | 1,302 | 13.23 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 2,085 | -7.70 | 233 | 5.45 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 35,375 | -9.36 | 3,895 | 7.51 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 7,432 | -0.34 | 818 | 18.21 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 8,416 | -2.87 | 927 | 15.17 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 24,196 | -2.78 | 2,664 | 15.28 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 21,756 | -0.06 | 2,395 | 18.56 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 10,629 | -0.21 | 1,170 | 18.42 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 42,710 | -1.64 | 4,702 | 16.65 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 6,305 | -3.37 | 694 | 14.71 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 71,975 | -1.32 | 7,924 | 17.05 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 2,348 | -29.87 | 259 | -16.77 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 3,585 | -0.55 | 395 | 17.96 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 191,498 | -15.09 | 21,084 | 0.71 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 17,082 | -0.44 | 1,881 | 18.09 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 164,750 | -0.10 | 18,139 | 18.48 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,659,911 | -17.29 | 182,756 | -1.90 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 22,062 | -30.59 | 2,429 | -17.69 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3,739 | -1.84 | 412 | 16.43 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 425 | -55.59 | 49 | -45.45 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 32,539 | -4.15 | 3,583 | 13.68 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 47,416 | -9.85 | 5,220 | 6.92 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25,603 | -50.29 | 2,819 | -40.87 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 34,110 | -3.10 | 3,756 | 14.94 | ||||
| 2025-07-24 | 13F | Eastern Bank | 37,368 | -6.55 | 4,114 | 10.83 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6,321 | -28.88 | 696 | -13.45 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 54,000 | -16.92 | 5,945 | -1.46 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 731,049 | -0.50 | 80,488 | 18.01 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 88,939 | -17.37 | 9,792 | -1.99 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 263,075 | -0.14 | 28,965 | 18.44 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 8,448 | -34.07 | 930 | -21.78 | ||||
| 2025-04-08 | 13F | Presidio Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18,692,565 | -0.71 | 2,058,051 | 17.76 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 151,419 | -8.60 | 16,671 | 8.40 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 152,306 | -41.72 | 16,769 | -30.87 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4,709 | -1.26 | 518 | 17.19 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 332,486 | -53.71 | 36,635 | -45.06 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 61,259 | -3.12 | 6,745 | 14.91 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 11,408 | -24.65 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 141,169 | -3.33 | 15,543 | 14.65 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 11,231 | -1.52 | 1,237 | 16.82 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9,976 | -0.88 | 1,098 | 17.56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 536,675 | -1.22 | 59,088 | 17.18 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 23,243 | -0.21 | 2,559 | 18.36 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 11,905 | -4.78 | 1,311 | 12.93 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,040 | -7.10 | 225 | 10.34 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 130,769 | -13.54 | 14,398 | 2.54 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 264,132 | -2.09 | 24,519 | -10.48 | ||||
| 2025-05-15 | 13F | Janus Henderson Group Plc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 15,448 | -1.84 | 1,701 | 16.44 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 6,686 | -0.15 | 736 | 18.52 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2,048,050 | -3.58 | 225,490 | 14.36 | ||||
| 2025-08-26 | NP | GRZZX - Leuthold Grizzly Short Fund | Short | -22,820 | -41.26 | -2,512 | -30.34 | |||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12,498 | -1.95 | 1,376 | 16.31 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 10,213 | -1.71 | 1,124 | 16.60 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 47,368 | -8.67 | 5,215 | 8.33 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 81,234 | -37.89 | 9 | -33.33 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 104 | -44.97 | 11 | -35.29 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 12,230 | -4.51 | 1,347 | 13.30 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 130,213 | -6.53 | 14,336 | 10.86 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 2,322 | -49.94 | 256 | -40.70 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 270,156 | -6.95 | 29,744 | 10.36 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 71,395 | -37.05 | 7,861 | -25.34 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 270,791 | -3.67 | 29,814 | 14.25 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2,904 | -18.08 | 320 | -3.04 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12,095 | -1.67 | 1,332 | 16.65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 139,461 | -45.20 | 15,885 | -32.76 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 50,043 | -1.55 | 5,510 | 16.77 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 92,864 | -34.98 | 10,224 | -22.88 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 8,272 | -87.99 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 39,046 | -11.70 | 4,299 | 4.73 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 32,632 | -3.12 | 3,593 | 14.91 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 3,063 | -7.80 | 337 | 9.42 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 48,749 | -1.26 | 5,367 | 17.11 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 19,068 | -15.68 | 2,099 | 0.00 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 58,109 | -7.74 | 6,398 | 9.41 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 67,004 | -61.60 | 7,377 | -54.45 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 55,668 | -2.63 | 6,129 | 15.51 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 4,476 | -1.93 | 493 | 16.31 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 445,816 | -6.84 | 49,084 | 10.50 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 30,057 | -1.02 | 2,790 | -9.50 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 3,123 | -0.10 | 344 | 18.28 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 31,130 | -0.05 | 3,427 | 18.54 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 96,647 | -35.29 | 10,641 | -23.25 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 78,236 | -6.27 | 8,614 | 11.16 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 4,499 | -4.76 | 495 | 13.01 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 13,879 | -41.25 | 1,528 | -30.32 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 278 | -40.98 | 30 | -31.82 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2,499 | -6.82 | 275 | 10.89 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 13,617 | -2.13 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 16,908 | -3.74 | 1,862 | 14.17 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 54,915 | -5.50 | 6,046 | 12.09 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 124,574 | -4.16 | 13,716 | 13.67 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 160,919 | -25.09 | 17,717 | -11.16 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5,861 | -0.81 | 645 | 17.70 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 56,222 | -15.83 | 6,190 | -0.16 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 3,265 | -0.03 | 360 | 18.48 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 54,554 | -4.33 | 6,006 | 13.47 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 163,647 | -0.51 | 18,018 | 18.00 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20,291 | -3.83 | 2,234 | 14.10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3,285,356 | -5.21 | 361,718 | 12.43 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 82,311 | -13.10 | 9,062 | 3.07 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 53,746 | -0.46 | 5,917 | 18.06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24,107 | -73.49 | 2,654 | -68.56 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4,444 | -8.39 | 489 | 8.67 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 9,601 | -5.18 | 1,057 | 2.82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14,000 | -13.04 | 1,541 | 3.15 | |||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 2,360 | -2.88 | 260 | 15.11 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 720,950 | -1.74 | 79,377 | 16.54 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 59,705 | -2.39 | 6,574 | 15.76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 201,582 | -2.14 | 22,194 | 16.07 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 17,316 | -5.10 | 1,906 | 12.58 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 356,528 | -0.38 | 39,254 | 18.15 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,083,991 | -1.94 | 119,347 | 16.31 | ||||
| 2025-08-07 | 13F | Commerce Bank | 50,386 | -3.67 | 5,547 | 14.25 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 16,677 | -3.63 | 1,836 | 14.32 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Charter Trust Co | 6,700 | -0.16 | 738 | 18.49 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 16,358 | -2.22 | 1,801 | 15.97 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 6,846 | -10.71 | 754 | 5.91 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 958,227 | -2.91 | 105,501 | 15.15 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 9,002 | -87.41 | 991 | -85.07 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 13,655 | -0.98 | 1,503 | 17.42 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 9,003 | -1.99 | 991 | 16.31 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 9,036 | -10.85 | 995 | 5.74 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 70,708 | -0.37 | 7,785 | 18.46 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 12,692 | -1.76 | 1,397 | 16.51 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 312,922 | -0.68 | 34,453 | 17.80 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 15,556 | -2.66 | 1,713 | 15.44 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 6,404 | -6.03 | 705 | 11.55 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 71,489 | -2.82 | 7,871 | 15.24 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 25,266 | -0.74 | 2,782 | 17.69 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 419,087 | -22.80 | 47,918 | -5.60 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 228,798 | -2.07 | 25,191 | 16.15 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3,185 | -2.81 | 351 | 15.13 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Argentarii, LLC | 2,209 | -8.79 | 243 | 8.48 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 13,007 | -2.87 | 1,432 | 15.21 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 79,056 | -11.01 | 8,704 | 5.55 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 15,475 | -1.23 | 1,704 | 17.13 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 452,062 | -10.60 | 49,772 | 6.04 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 150,929 | -12.42 | 16,617 | 3.87 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 174,383 | -5.23 | 19,200 | 12.40 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 437,502 | -5.62 | 48,169 | 11.94 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 13,527 | -89.57 | 1,489 | -87.63 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 48,513 | -5.00 | 5,341 | 12.68 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 251,213 | -8.65 | 27,659 | 8.34 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 114,678 | -7.67 | 13 | 9.09 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 119,545 | -3.96 | 13,162 | 13.90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,128,060 | -4.22 | 124 | 13.76 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 6,169 | -6.19 | 679 | 11.31 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 115,559 | -1.07 | 12,723 | 17.34 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 26,077 | -4.02 | 2,871 | 13.84 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 11,937 | -0.83 | 1,324 | 28.07 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 185,503 | -16.83 | 20,424 | -1.36 | ||||
| 2025-06-03 | 13F | Invst, LLC | 141,699 | -40.62 | 13,154 | -45.71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 45,376,880 | -5.62 | 4,995,995 | 11.94 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 83,883 | -1.46 | 9,236 | 16.87 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 17,150 | -7.69 | 1,888 | 9.51 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6,356,266 | -4.27 | 699,825 | 13.54 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 2,672 | -0.19 | 294 | 18.55 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 184,520 | -4.87 | 20,316 | 12.83 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 18,658 | -1.44 | 2,054 | 16.90 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 733,202 | -9.05 | 80,726 | 7.87 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 66,539 | -0.06 | 7,326 | 18.53 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 32,396 | -2.63 | 3,567 | 15.48 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1,691 | -17.83 | 186 | -2.62 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 34,424 | -0.44 | 3,790 | 18.11 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 9,579 | -23.05 | 1,055 | -8.74 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 32,836 | -0.28 | 3,615 | 18.29 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 635,921 | -0.21 | 70,015 | 18.36 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 18,009 | -1.05 | 1,983 | 17.35 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 7,764 | -2.14 | 855 | 6.09 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 252,044 | -12.83 | 27,750 | 3.39 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 4,896 | -2.78 | 539 | 15.42 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 15,457 | -20.49 | 1,702 | -5.71 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 94,128 | -1.30 | 10,363 | 17.07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 442,922 | -10.38 | 48,766 | 6.29 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 3,414 | -90.36 | 376 | -88.59 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3,746,387 | -16.28 | 412,477 | -0.70 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 108,989 | -21.95 | 12,000 | -7.44 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 221,825 | -10.09 | 24,423 | 6.63 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 93,704 | -13.16 | 10,317 | 3.00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 517,275 | -1.03 | 56,952 | 17.38 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,350,593 | -15.72 | 148,700 | -0.04 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 660,026 | -4.04 | 72,444 | 13.46 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 16,404 | -16.57 | 1,788 | -2.08 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 21,804 | -0.30 | 2,401 | 18.23 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 108,564 | -14.40 | 11,953 | 1.52 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 272,896 | -2.33 | 30,046 | 15.84 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4,448 | -0.04 | 490 | 18.40 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 22,045 | -8.82 | 2,427 | 8.16 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 61,204 | -5.32 | 6,738 | 12.28 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 370,567 | -7.37 | 40,799 | 9.87 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 46,113 | -8.97 | 5 | 25.00 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 7,228 | -0.45 | 796 | 17.95 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 57,768 | -4.70 | 6,580 | 16.94 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 8,753 | -6.31 | 1 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 35,590 | -0.07 | 3,918 | 18.51 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 4,658 | -1.08 | 513 | 17.16 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 2,625 | -21.24 | 289 | -6.47 | ||||
| 2025-07-09 | 13F | First Bank & Trust | 2,184 | -13.54 | 240 | 2.56 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 10,598 | -14.28 | 1,167 | 1.66 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 10,848 | -0.03 | 1,194 | 18.57 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 29,277 | -2.70 | 3,223 | 15.40 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 3,234 | -0.37 | 356 | 18.27 | ||||
| 2025-08-07 | 13F | S&co Inc | 33,695 | -5.31 | 4 | 0.00 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 32,655 | -20.72 | 3,595 | -5.96 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 30,327 | -75.02 | 3,339 | -70.38 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 248,054 | -0.49 | 27,311 | 18.02 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 106,937 | -0.91 | 11,774 | 17.52 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6,181 | -83.40 | 681 | -80.32 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 11,693 | -74.68 | 1,287 | -72.55 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 104,572 | -0.66 | 11,513 | 17.83 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 3,586 | -8.47 | 395 | 8.54 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 2,609 | -16.27 | 287 | -0.69 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 116,304 | -1.49 | 12,805 | 16.84 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 18,931 | -44.39 | 2,084 | -34.03 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 25,620 | -33.69 | 2,821 | -21.36 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 206,911 | -1.14 | 22,781 | 17.25 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 78,336 | -13.01 | 8,625 | 3.17 | ||||
| 2025-08-13 | 13F | Amundi | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5,193 | -0.50 | 572 | 17.98 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 60,583 | -1.53 | 6,920 | 27.68 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 33,950 | -9.52 | 3,867 | 11.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 71,479 | -50.51 | 7,870 | -46.34 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 2,032 | -21.76 | 224 | -7.47 | ||||
| 2025-04-23 | 13F | Gimbal Financial | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Aufman Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 2,103 | -18.39 | 232 | -3.35 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 50,248 | -0.78 | 5,532 | 17.68 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 114,763 | -11.38 | 12,635 | 5.11 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 321,673 | -0.40 | 35,417 | 18.14 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 44,632 | -6.73 | 5,084 | 14.43 | ||||
| 2025-08-12 | 13F | Bokf, Na | 321,034 | -7.58 | 35,346 | 9.62 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 117,757 | -3.65 | 12,965 | 14.28 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 37,829 | -1.13 | 4,165 | 17.26 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 39,239 | -3.93 | 4,320 | 13.95 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 2,306 | -37.10 | 254 | -25.59 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 341,514 | -1.10 | 37,601 | 17.31 | ||||
| 2025-05-28 | NP | MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | Short | -20 | -2 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 45,243 | -1.58 | 4,981 | 16.73 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 20,253 | -0.25 | 2,230 | 18.31 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 14,587 | -2.58 | 1,606 | 15.55 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 176,037 | -21.53 | 19,382 | -6.93 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 20,182 | -0.90 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 76,448 | -6.67 | 8,417 | 10.69 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 111,124 | -3.33 | 12,235 | 14.65 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 11,808 | -54.81 | 1,300 | -46.39 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 136,599 | -24.95 | 15,040 | -10.99 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 17,599 | -8.97 | 1,938 | 7.97 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 16,011 | -1.48 | 1,763 | 16.84 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 179,732 | -7.81 | 19,788 | 9.34 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 96,263 | -2.13 | 10,599 | 16.08 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 4,241 | -2.30 | 467 | 15.92 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 147,983 | -7.37 | 16,293 | 9.87 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8,373 | -21.36 | 922 | -6.78 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3,617,068 | -1.24 | 398,234 | 17.13 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 89,057 | -2.47 | 9,805 | 29.44 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 137 | -74.10 | 15 | -69.39 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 193,825 | -1.79 | 21,340 | 16.48 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 4,722 | -0.40 | 523 | 18.86 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 748,838 | -6.98 | 82,447 | 10.33 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 7,970 | -14.34 | 877 | 1.62 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 35,563 | -0.84 | 3,301 | -9.34 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 2,542 | -17.20 | 236 | -24.44 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 38,822 | -2.49 | 4 | 33.33 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 4,669 | -1.48 | 514 | 17.08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8,834,680 | -1.28 | 972,698 | 17.09 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 3,427 | -1.01 | 377 | 17.45 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 244,403 | -7.32 | 26,909 | 9.92 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 48,509 | -0.09 | 5,341 | 18.48 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 15,298 | -1.48 | 1,684 | 16.86 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 93,017 | -2.85 | 10,241 | 15.22 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 11,945 | -91.53 | 1,315 | -89.96 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 178,046 | -3.51 | 19,603 | 14.44 | ||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 27,984 | -9.68 | 3,081 | 7.13 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 259,385 | -1.01 | 28,558 | 17.41 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 62,071 | -1.80 | 6,834 | 16.48 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10,087 | -60.69 | 1,111 | -53.40 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 12,925 | -8.18 | 1,423 | 8.96 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 166,133 | -5.14 | 18,783 | 15.53 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 222,709 | -7.75 | 24,520 | 9.42 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 321,976 | -1.36 | 35,450 | 17.00 | ||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 1,911 | -1.34 | 210 | 17.32 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 141,445 | -14.14 | 15,573 | 1.84 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 42,378,341 | -3.27 | 4,665,855 | 14.73 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 4,200 | -0.69 | 462 | 17.86 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 1,952 | -11.03 | 215 | 5.42 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 14,474 | -3.02 | 1,594 | 15.02 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 2,724 | -12.80 | 300 | 3.10 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 162,247 | -13.94 | 17,863 | 2.07 | ||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 6,554 | -0.86 | 722 | 17.62 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 250,570 | -3.55 | 27,588 | 14.40 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 4,625 | -37.96 | 509 | -26.45 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 5,196 | -57.80 | 572 | -49.91 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 73,458 | -0.28 | 8,088 | 18.28 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,189,481 | -3.22 | 130,962 | 14.79 | ||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 140,016 | -1.47 | 15,416 | 16.86 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 151,746 | -7.69 | 16,707 | 9.48 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 34,760 | -2.32 | 3,827 | 15.86 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 186,207 | -7.10 | 20,501 | 10.18 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 6,970 | -10.39 | 767 | 6.23 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 8,267 | -2.98 | 910 | 15.04 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 9,009 | -0.87 | 992 | 17.56 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 3,092 | -1.21 | 337 | 15.86 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 127,678 | -64.73 | 14,057 | -58.17 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,781 | -28.27 | 201 | -10.27 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 9,834 | -4.65 | 1,083 | 13.06 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 34,110 | -3.10 | 3,756 | 14.94 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 2,371 | -4.36 | 261 | 13.48 | ||||
| 2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 28,607 | -0.38 | 3,150 | 18.16 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 249,776 | -1.61 | 25,872 | 15.20 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1,005,071 | -7.06 | 110,658 | 10.24 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 520,000 | -26.76 | 57,252 | -13.13 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 24,248 | -9.19 | 2,670 | 7.71 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 38,542 | -13.27 | 4,244 | 2.86 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 19,724 | -4.87 | 2,172 | 12.84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 36,365 | -53.30 | 4,004 | -44.63 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 30,573 | -5.17 | 3,366 | 2.84 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3,771 | -8.76 | 430 | 12.01 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,451 | -35.97 | 270 | -24.23 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 2,426 | -3.42 | 267 | 14.59 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 97,596 | -17.60 | 10,745 | -2.26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,759,719 | -38.63 | 302,197 | -27.40 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 10,954 | -16.43 | 1,206 | -0.90 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 2,443 | -4.01 | 269 | 13.56 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 30,125 | -23.14 | 3,317 | -8.85 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 14,323 | -1.25 | 1,577 | 17.09 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 6,552 | -5.51 | 721 | 12.13 | ||||
| 2025-04-25 | 13F | Unified Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 228,782 | -38.00 | 25,189 | -26.46 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 19,452 | -2.83 | 2,142 | 15.23 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14,726 | -3.01 | 1,621 | 15.05 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 2,353 | -1.18 | 259 | 17.19 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 33,545 | -0.15 | 3,693 | 18.44 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 67,399 | -34.66 | 7,421 | -22.51 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 2,185 | -42.18 | 241 | -31.43 | ||||
| 2025-04-14 | 13F | Sunflower Bank, N.A. | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F | 39,000 | -15.22 | 4,294 | 0.54 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 2,640 | -11.82 | 291 | 4.69 | ||||
| 2025-08-11 | 13F | Dorsey Wright & Associates | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Washington Trust Bank | 10,679 | -4.08 | 1,176 | 13.75 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 126,267 | -2.15 | 13,902 | 16.05 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 33,850 | -26.45 | 3,727 | -12.78 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 4,793 | -26.45 | 528 | -12.75 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 2,224 | -5.12 | 245 | 12.44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 13,300 | -22.22 | 1,464 | -7.75 | |||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 234,140 | -1.98 | 25,779 | 16.25 | ||||
| 2025-07-07 | 13F | HMS Capital Management, LLC | 7,210 | -5.26 | 794 | 24.10 | ||||
| 2025-05-14 | 13F | Laffer Investments | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | WT Wealth Management | 4,704 | -6.18 | 437 | -14.34 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 20,724 | -41.09 | 2,282 | -30.14 | ||||
| 2025-08-08 | 13F | Croban | 27,636 | -8.07 | 3,043 | 9.03 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 180,019 | -8.02 | 20 | 5.56 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 20,207 | -1.37 | 2,225 | 16.99 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 59,307 | -1.53 | 6,530 | 16.78 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 85,127 | -7.34 | 9,372 | 9.90 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 322,406 | -3.87 | 35,497 | 14.01 | ||||
| 2025-04-14 | 13F | Northstar Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cadinha & Co Llc | 12,580 | -0.87 | 1,385 | 17.57 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 4,207 | -9.66 | 463 | 7.18 | ||||
| 2025-05-08 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 27,747 | -1.33 | 3,055 | 17.01 |
