SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF - Kepemilikan Institusional - Penjual

Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
US ˙ ARCA ˙ US8085246077

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
(%)
2025-08-05 13F Elm Partners Management LLC 30,957 -64.71 783 -61.90
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 0 -100.00 0
2025-05-02 13F United Community Bank 0 -100.00 0
2025-08-11 13F Diversified Portfolios, Inc. 8,078 -39.19 204 -34.41
2025-07-29 13F Smithbridge Asset Management Inc/de 40,645 -61.36 1,028 -58.28
2025-08-12 13F Sierra Summit Advisors Llc 13,857 -5.02 351 2.64
2025-05-06 13F Lifeworks Advisors, LLC 0 -100.00 0 -100.00
2025-08-06 13F Columbia River Financial Group, LLC 0 -100.00 0
2025-08-05 13F Strategic Financial Concepts, LLC 71,225 -38.62 1,802 -33.76
2025-07-30 13F Evermay Wealth Management Llc 21,012 -21.18 532 -14.90
2025-07-11 13F Farther Finance Advisors, LLC 91,844 -17.73 2,324 -11.37
2025-08-08 13F Bailard, Inc. 68,694 -4.38 1,738 3.21
2025-08-14 13F Two Sigma Securities, Llc 18,943 -14.68 479 -7.88
2025-08-05 13F Marshall Financial Group Inc /adv 729,019 -2.34 18,444 5.45
2025-07-25 13F We Are One Seven, LLC 0 -100.00 0
2025-08-12 13F JMG Financial Group, Ltd. 47,817 -0.94 1,210 6.99
2025-07-15 13F Bnc Wealth Management, Llc 57,125 -7.37 1,445 0.07
2025-08-04 13F Clear Investment Research, Llc 22,798 -1.93 577 5.88
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-07-11 13F Skyline Advisors, Inc. 0 -100.00 0
2025-08-08 13F Firestone Capital Management 80,196 -8.57 2,029 -1.31
2025-07-18 13F Pacific Point Advisors, LLC 0 -100.00 0
2025-08-11 13F VSM Wealth Advisory, LLC 64,794 -7.47 1,639 -0.06
2025-08-04 13F Atria Investments Llc 34,120 -77.75 863 -75.98
2025-05-02 13F Fortis Group Advisors, LLC 0 -100.00 0
2025-07-18 13F Bridge Generations Wealth Management Llc 0 -100.00 0
2025-07-09 13F Breakwater Investment Management 1,404 -77.01 36 -75.52
2025-07-15 13F Pine Haven Investment Counsel, Inc 15,920 -2.45 403 5.24
2025-05-23 13F Strategic Financial Services, Inc, 0 -100.00 0
2025-07-25 13F Meritage Portfolio Management 0 -100.00 0
2025-05-02 13F Capital A Wealth Management, LLC 192 -94.17 4 -95.29
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 3,064 -7.77 78 0.00
2025-07-15 13F Patriot Investment Management Inc. 317,695 -0.50 8,038 7.43
2025-07-30 13F Pittenger & Anderson Inc 144,660 -1.02 3,660 6.86
2025-07-08 13F First International Bank & Trust 122,760 -28.54 3,106 -22.84
2025-07-29 NP EBI - Longview Advantage ETF 0 -100.00 0 -100.00
2025-08-14 13F Raymond James Financial Inc 691,657 -5.05 17,499 2.53
2025-07-10 13F CWC Advisors, LLC. 19,626 -0.25 497 7.59
2025-08-06 13F Commonwealth Equity Services, Llc 585,917 -2.27 15 0.00
2025-08-12 13F Steward Partners Investment Advisory, Llc 7,644 -0.26 193 7.82
2025-07-09 13F Bowman & Co S.C. 0 -100.00 0
2025-07-17 13F Vermillion Wealth Management, Inc. 11,643 -11.46 295 -4.55
2025-08-12 13F Planning Alternatives Ltd /adv 14,675 -0.44 371 7.54
2025-07-22 13F Belpointe Asset Management LLC 15,615 -4.55 395 3.13
2025-07-30 13F Avidian Wealth Solutions, LLC 77,734 -64.85 1,967 -62.05
2025-08-11 13F Morling Financial Advisors, LLC 1,200 -62.85 30 -60.00
2025-07-16 13F BankPlus Wealth Management LLC 30,880 -22.79 781 -16.65
2025-08-12 13F Fca Corp /tx 16,944 -10.04 429 -2.95
2025-07-22 13F Asset Planning Services Inc /la/ /adv 28,425 -6.26 1
2025-07-09 13F Krilogy Financial LLC 54,933 -11.97 1,390 -4.99
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 29,889 -9.91 756 -2.70
2025-08-11 13F Private Advisor Group, LLC 156,807 -5.98 3,967 1.54
2025-05-08 13F Menard Financial Group LLC 0 -100.00 0
2025-08-04 13F Carret Asset Management, Llc 24,386 -2.40 617 5.30
2025-08-04 13F Center for Financial Planning, Inc. 0 -100.00 0
2025-07-17 13F Clear Point Advisors Inc. 34,510 -3.70 873 4.05
2025-07-11 13F Seacrest Wealth Management, Llc 97,347 -2.54 2,463 5.21
2025-07-10 13F Bigelow Investment Advisors, LLC 21,503 -0.02 544 8.15
2025-08-12 13F Athena Investment Management 320,575 -0.01 8,111 7.97
2025-08-14 13F GWM Advisors LLC 188,522 -3.58 4,770 4.10
2025-07-24 13F FinDec Wealth Services, Inc. 0 -100.00 0
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 0 -100.00 0
2025-08-15 13F Keel Point, LLC 17,454 -6.36 442 1.15
2025-04-29 13F Riggs Asset Managment Co. Inc. 0 -100.00 0
2025-08-07 13F Commerce Bank 0 -100.00 0
2025-05-15 13F Two Sigma Investments, Lp 0 -100.00 0
2025-07-11 13F Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group 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 0 -100.00 0
2025-08-11 13F Aptus Capital Advisors, LLC 121,548 -0.88 3,075 7.03
2025-08-11 13F Berkeley, Inc 18,559 -0.84 470 7.08
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,109,465 -2.40 28,070 5.39
2025-07-17 13F Stockman Wealth Management, Inc. 21,062 -0.71 533 7.26
2025-08-05 13F Scarborough Advisors, LLC 0 -100.00 0
2025-08-05 13F Simplex Trading, Llc 0 -100.00 0
2025-08-01 13F Envestnet Asset Management Inc 2,976,874 -14.67 75,315 -7.86
2025-08-07 13F BOK Financial Private Wealth, Inc. 6,402 -18.23 162 -12.02
2025-08-08 13F Sculati Wealth Management, LLC 37,457 -10.89 948 -3.76
2025-07-28 13F Patten & Patten Inc/tn 125,314 -2.55 3,170 5.25
2025-04-25 13F EnRich Financial Partners LLC 0 -100.00 0
2025-07-30 13F Klingenstein Fields & Co Lp 1,144,969 -4.55 28,968 3.07
2025-07-15 13F Family Investment Center, Inc. 32,408 -12.90 820 -5.97
2025-08-08 13F Tiemann Investment Advisors, Llc 19,332 -0.82 489 7.24
2025-07-14 13F Cobblestone Asset Management LLC 0 -100.00 0
2025-07-29 13F BKD Wealth Advisors, LLC 12,691 -1.78 321 6.29
2025-05-14 13F First Trust Advisors Lp 0 -100.00 0
2025-08-06 13F Adviser Investments LLC 132,267 -2.54 3,346 5.25
2025-07-31 13F CNB Bank 0 -100.00 0
2025-08-14 13F Comerica Bank 80,524 -7.38 2,037 0.05
2025-08-05 13F Dravo Bay Llc 9,355 -12.35 237 -5.60
2025-08-06 13F SOUTH STATE Corp 33,585 -25.98 850 -20.13
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 22,969 -16.90 581 -9.22
2025-07-10 13F Hurlow Wealth Management Group, Inc. 39,442 -43.00 998 -38.49
2025-07-15 13F Sheets Smith Wealth Management 43,843 -5.17 1,109 2.40
2025-03-21 13F Prostatis Group LLC 0 -100.00 0
2025-07-29 13F TFC Financial Management 2,400 -4.46 61 3.45
2025-08-04 13F HBK Sorce Advisory LLC 99,876 -1.81 2,527 6.00
2025-07-17 13F/A Capital Investment Advisors, LLC 15,051 -0.54 381 7.34
2025-07-30 13F Nottingham Advisors, Inc. 8,068 -16.10 204 -9.33
2025-07-18 13F BSW Wealth Partners 9,874 -12.36 250 -5.32
2025-07-25 13F Community Bank, N.A. 127,064 -6.51 3,213 0.91
2025-07-31 13F CAP Partners, LLC 22,962 -11.42 581 -4.45
2025-07-07 13F Modus Advisors, LLC 8,618 -0.01 218 8.46
2025-04-25 13F Journey Beyond Wealth, LLC 0 -100.00 0
2025-08-05 13F Continuum Wealth Advisors, Llc 8,552 -1.66 216 6.40
2025-04-23 13F Williams Financial, LLC 0 -100.00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 18,718 -5.90 474 1.50
2025-07-29 13F FLC Capital Advisors 0 -100.00 0
2025-07-11 13F CX Institutional 0 -100.00 0
2025-05-13 13F EPG Wealth Management LLC 0 -100.00 0 -100.00
2025-07-22 13F Valley National Advisers Inc 126,124 -13.61 3 0.00
2025-08-08 13F Emerald Investment Partners, Llc 106,246 -0.97 2,688 6.96
2025-07-23 13F Capital Management Associates, Inc 21,108 -49.84 534 -45.79
2025-08-13 13F Fisher Asset Management, LLC 10,603 -27.36 268 -21.41
2025-08-14 13F Apriem Advisors 0 -100.00 0
2025-07-29 13F Ifrah Financial Services, Inc. 40,453 -0.36 1,023 7.57
2025-08-07 13F Resources Investment Advisors, LLC. 407,961 -6.93 10,321 0.50
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 18,665 -2.90 472 4.89
2025-08-13 13F Capital Advisors Wealth Management, LLC 0 -100.00 0
2025-07-25 13F Tranquility Partners, LLC 16,847 -1.99 426 5.97
2025-08-07 13F Everhart Financial Group, Inc. 77,693 -2.20 1,966 5.59
2025-08-14 13F Stifel Financial Corp 246,005 -4.19 6,224 3.44
2025-08-12 13F Vawter Financial, Ltd. 0 -100.00 0
2025-08-01 13F Zhang Financial LLC 21,809 -6.80 552 0.55
2025-07-15 13F Jeppson Wealth Management, Llc 14,792 -1.75 374 6.25
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 31,602 -1.50 800 6.39
2025-08-05 13F Code Waechter LLC 90,079 -5.94 2,279 113,800.00
2025-07-16 13F Pacific Sage Partners, LLC 20,428 -0.39 517 7.50
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100.00 0
2025-07-23 13F Arcadia Investment Advisors Llc 59,777 -0.88 1,512 7.08
2025-07-17 13F Enclave Advisors LLC 31,108 -18.45 787 -11.87
2025-07-14 13F/A Seek First Inc. 51,396 -1.60 1,300 6.30
2025-07-23 13F Element Wealth, LLC 108,699 -2.19 2,750 5.65
2025-08-14 13F Vivaldi Capital Management, LLC 239,964 -14.01 6,071 -7.14
2025-08-08 13F Sawgrass Asset Management Llc 8,596 -2.55 217 5.34
2025-08-19 13F Wealth Group, Ltd. 0 -100.00 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 19,275 -18.65 488 -12.25
2025-07-30 13F Studio Investment Management Llc 0 -100.00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2025-07-18 13F Victrix Investment Advisors 220,297 -3.18 5,574 8.51
2025-07-08 13F Madison Park Capital Advisors, LLC 64,890 -1.44 1,642 6.42
2025-08-06 13F Hallmark Capital Management Inc 0 -100.00 0
2025-07-16 13F Embree Financial Group 145,858 -5.33 3,690 2.24
2025-08-14 13F Greenline Partners, LLC 0 -100.00 0
2025-08-06 13F First Horizon Advisors, Inc. 2,410 -6.91 61 0.00
2025-08-01 13F Rossby Financial, LCC 1,250 -3.85 32 6.90
2025-07-30 13F Black Diamond Financial, LLC 257,390 -4.92 6,512 2.66
2025-05-09 13F Investment Counsel Co Of Nevada 0 -100.00 0
2025-05-13 13F Pinnacle Wealth Management, LLC 0 -100.00 0
2025-08-05 13F Sunburst Financial Group, LLC 99,569 -0.91 2,519 7.01
2025-08-07 13F Meeder Advisory Services, Inc. 213,419 -0.61 5,399 7.31
2025-08-08 13F Kaizen Financial Strategies 10,730 -39.05 271 -34.22
2025-08-12 13F O'shaughnessy Asset Management, Llc 139,941 -17.33 3,541 -10.74
2025-08-06 13F Bensler, LLC 64,644 -19.64 1,635 -13.22
2025-07-31 13F Blue Sky Capital Consultants Group, Inc. 27,781 -4.36 703 3.24
2025-07-21 13F Fortis Capital Advisors, LLC 15,615 -4.55 395 3.13
2025-07-11 13F SILVER OAK SECURITIES, Inc 18,804 -0.77 476 6.98
2025-08-12 13F Passive Capital Management, LLC. 53,301 -0.41 1,362 8.62
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 27,604 -4.11 719 15.25
2025-08-12 13F Heritage Trust Co 14,329 -16.69 363 -9.95
2025-08-14 13F UBS Group AG 3,825,354 -1.24 96,781 6.64
2025-07-16 13F John W. Brooker & Co., CPAs 0 -100.00 0
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 74,956 -0.83 1,896 7.12
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100.00 0
2025-07-01 13F Burkett Financial Services, Llc 25,057 -3.64 634 3.94
2025-07-31 13F BIP Wealth, LLC 14,932 -10.66 378 -3.58
2025-07-07 13F Upper Left Wealth Management, LLC 177,791 -3.72 4,498 3.98
2025-07-23 13F Gainplan LLC 0 -100.00 0
2025-08-11 13F Bell Investment Advisors, Inc 248,828 -3.67 6,295 4.02
2025-07-29 13F May Barnhard Investments LLC 196,417 -5.97 4,969 1.53
2025-08-14 13F Goldman Sachs Group Inc 1,567,085 -44.87 39,647 -40.47
2025-08-12 13F Calton & Associates, Inc. 18,184 -43.84 460 -39.31
2025-07-22 13F Appleton Partners Inc/ma 441,378 -1.61 11 10.00
2025-07-14 13F Lighthouse Wealth Management Inc. 149,392 -4.36 3,780 3.28
2025-08-14 13F Jane Street Group, Llc 12,450 -66.34 315 -63.74
2025-05-22 13F Mattson Financial Services, LLC 0 -100.00 0
2025-08-01 13F Bessemer Group Inc 0 -100.00 0
2025-07-28 13F Duncker Streett & Co Inc 62,047 -8.05 1,570 -0.70
2025-08-08 13F Bouchey Financial Group Ltd 293,419 -0.74 7,424 7.19
2025-07-09 13F Mirador Capital Partners LP 14,438 -0.55 365 7.35
2025-08-14 13F Glen Eagle Advisors, LLC 72 -75.26 2 -83.33
2025-08-13 13F Everstar Asset Management, LLC 20,629 -10.21 522 -3.16
2025-08-14 13F Paces Ferry Wealth Advisors, Llc 115,607 -3.42 2,925 4.28
2025-08-14 13F Destination Wealth Management 121,574 -3.51 3,076 4.17
2025-07-22 13F Marks Group Wealth Management, Inc 0 -100.00 0
2025-07-28 13F Elmwood Wealth Management, Inc. 50,874 -2.86 1,287 4.89
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 216,933 -12.18 5,488 -5.17
2025-08-15 13F Morgan Stanley 1,912,202 -1.18 48,379 6.71
2025-04-29 13F Lee Danner & Bass Inc 0 -100.00 0
2025-07-24 NP ATACX - ATAC Rotation Fund Investor Class Shares 489,345 -1.63 11,823 -15.72
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-08-12 13F Trexquant Investment LP 0 -100.00 0
2025-07-31 13F Ballast Advisors Llc 186,387 -2.66 4,716 5.10
2025-07-18 13F Client 1st Advisory Group, Llc 10,218 -7.70 259 -0.39
2025-07-17 13F Hengehold Capital Management Llc 28,895 -18.30 731 -11.71
2025-08-01 13F Planning Directions Inc 13,865 -31.79 351 -26.47
2025-08-14 13F Vista Private Wealth Partners. LLC 81,392 -2.82 2,059 4.94
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 0 -100.00 0
2025-08-06 13F Savant Capital, LLC 1,591,541 -7.81 40,266 -0.45
2025-08-15 13F WFA of San Diego, LLC 0 -100.00 0
2025-07-28 NP AGCVX - Global Small Cap Fund Investor Class This fund is a listed as child fund of American Century Companies 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 331 -97.23 8 -97.68
2025-08-14 13F DHK Financial Advisors, Inc. 14,273 -14.16 361 -7.20
2025-04-29 13F Capital Planning LLC 0 -100.00 0
2025-08-13 13F Marshall Wace, Llp 0 -100.00 0
2025-07-17 13F Prepared Retirement Institute LLC 12,897 -11.40 326 -4.40
2025-08-12 13F Asset Management Group, Inc. 254,871 -5.32 6,448 2.25
2025-08-08 13F MTM Investment Management, LLC 0 -100.00 0
2025-08-04 13F Joseph P. Lucia & Associates, LLC 87,844 -6.51 2,222 0.95
2025-07-29 13F Stratos Wealth Partners, LTD. 26,764 -60.01 677 -56.82
2025-07-29 13F Signature Estate & Investment Advisors Llc 111,184 -2.86 2,813 4.89
2025-07-14 13F Pacifica Partners Inc. 648 -35.07 16 -27.27
2025-07-10 13F Moller Financial Services 72,068 -4.06 1,823 3.64
2025-07-11 13F Grant Private Wealth Management Inc 0 -100.00 0
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 31,947 -0.38 808 7.59
2025-07-22 13F IFS Advisors, LLC 50,356 -80.25 1,274 -78.68
2025-07-21 13F Sage Financial Management Group, Inc. 77,293 -8.02 2 0.00
2025-07-22 13F/A Elser Financial Planning, Inc 114,815 -0.32 2,905 7.64
2025-08-11 13F Rockbridge Investment Management, LCC 11,826 -9.00 299 -1.64
2025-08-14 13F McIlrath & Eck, LLC 1,616 -33.50 41 -28.57
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 8,800 -8.33 223 -0.89
2025-07-16 13F Moneywise, Inc. 136,445 -11.99 3,452 -4.96
2025-08-12 13F Horizon Financial Services, Llc 242,681 -3.74 6,140 3.93
2025-07-31 13F Wealthfront Advisers Llc 152,013 -10.59 3,846 -3.46
2025-08-14 13F Citadel Advisors Llc Call 8,400 -43.24 213 -38.73
2025-05-12 13F Maia Wealth LLC 0 -100.00 0
2025-05-08 13F First Foundation Advisors 0 -100.00 0
2025-07-17 13F Luminvest Wealth Management LLC 25,544 -1.99 646 5.90
2025-07-16 13F Vision Capital Management, Inc. 114,052 -0.50 2,886 7.45
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 25,426 -3.78 643 3.88
2025-07-22 13F Berger Financial Group, Inc 16,084 -6.12 407 1.25
2025-08-12 13F Coldstream Capital Management Inc 61,768 -7.44 1,563 -0.06
2025-07-18 13F TPG Advisors LLC 45,261 -1.84 1,145 6.02
2025-07-10 13F Selective Wealth Management, Inc. 10,610 -0.47 277 20.43
2025-08-14 13F Mercer Global Advisors Inc /adv 2,203,032 -4.76 55,737 2.85
2025-07-15 13F Mather Group, Llc. 231,661 -5.39 5,861 2.16
2025-08-12 13F Integrated Advisors Network LLC 266,923 -1.61 6,753 6.25
2025-05-07 13F Spectrum Wealth Counsel, LLC 140 -62.77 3 -66.67
2025-08-07 13F Allworth Financial LP 231,612 -2.16 5,860 8.76
2025-07-15 13F Armis Advisers, LLC 10,709 -8.52 278 3.75
2025-08-11 13F Regal Investment Advisors LLC 0 -100.00 0
2025-07-21 13F Ameritas Advisory Services, LLC 37,329 -55.24 944 -53.24
2025-08-14 13F TCG Advisory Services, LLC 18,148 -6.64 459 0.88
2025-08-08 13F Pioneer Trust Bank N A/or 0 -100.00 0
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 35,068 -10.58 887 -3.38
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 -100.00 0
2025-07-07 13F Avenue 1 Advisors, LLC 9,933 -18.93 251 -12.54
2025-07-18 13F RKL Wealth Management LLC 594,508 -9.38 15,041 -2.15
2025-08-12 13F Change Path, LLC 14,818 -0.52 375 7.16
2025-08-14 13F Wetherby Asset Management Inc 8,713 -18.30 220 -20.00
2025-07-22 13F Diligent Investors, LLC 134,442 -4.71 3,401 2.90
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100.00 0 -100.00
2025-04-28 13F Mainstream Capital Management LLC 0 -100.00 0
2025-07-17 13F Capital Insight Partners, Llc 66,967 -41.08 1,694 -36.36
2025-08-01 13F Oarsman Capital, Inc. 33,341 -10.17 844 -2.99
2025-08-14 13F Wilkins Miller Wealth Management, LLC 175,775 -4.80 4,447 2.80
2025-08-13 13F Cerity Partners LLC 3,890,531 -18.67 98,430 -12.18
2025-04-10 13F Floyd Financial Group Llc 0 -100.00 0
2025-07-17 13F Summit Financial Strategies, Inc. 1,030,250 -2.58 26,065 5.20
2025-08-08 13F ProVise Management Group, LLC 102,837 -14.27 2,602 -7.44
2025-04-28 13F Sebold Capital Management, Inc. 0 -100.00 0
2025-08-08 13F Accredited Investors Inc. 0 -100.00 0
2025-08-12 13F Cooper/haims Advisors, Llc 50,352 -0.03 1,274 7.88
2025-05-14 13F Truvestments Capital Llc 0 -100.00 0
2025-07-22 13F Grimes & Company, Inc. 53,170 -20.95 1,345 -14.60
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 9,104 -24.88 230 -18.73
2025-05-12 13F JFG Wealth Management, LLC 0 -100.00 0
2025-07-10 13F Signal Advisors Wealth, LLC 17,039 -83.70 431 -82.39
2025-07-29 13F Koshinski Asset Management, Inc. 157,258 -3.07 3,979 4.66
2025-04-17 13F Foster Victor Wealth Advisors, LLC 0 -100.00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 818,622 -4.34 20,711 3.29
2025-08-06 13F Modera Wealth Management, LLC 195,324 -2.35 4,942 5.44
2025-07-29 13F Curbstone Financial Management Corp 317,292 -8.15 8,027 -0.82
2025-08-05 13F Next Capital Management LLC 117,399 -1.11 2,970 6.80
2025-08-08 13F WASHINGTON TRUST Co 0 -100.00 0
2025-07-24 13F Rice Partnership, LLC 0 -100.00 0
2025-07-24 13F Game Plan Financial Advisors, LLC 168,014 -4.11 4,251 3.53
2025-08-14 13F Ruggaard & Associates LLC 16,006 -1.96 405 5.76
2025-07-24 13F Financial Connections Group, Inc. 324 -95.43 0
2025-07-10 13F Envision Financial LLC 56,138 -1.07 1,420 6.85
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-07-24 13F Columbia Advisory Partners Llc 15,886 -0.14 402 7.80
2025-08-07 13F/A Joseph Group Capital Management 45,332 -1.09 1,147 6.80
2025-08-27 13F/A Brinker Capital Investments, LLC 78,560 -22.27 1,988 -16.09
2025-08-13 13F Patrick M Sweeney & Associates, Inc 13,107 -4.05 342 6.56
2025-07-29 13F Barden Capital Management, Inc. 0 -100.00 0
2025-08-07 13F Fonville Wealth Management LLC 47,955 -1.81 1,213 8.50
2025-07-18 13F Pure Financial Advisors, Inc. 13,934 -18.18 353 -11.78
2025-07-25 13F Atria Wealth Solutions, Inc. 30,017 -1.73 772 7.97
2025-08-13 13F River Wealth Advisors LLC 0 -100.00 0
2025-08-07 13F HC Advisors, LLC 102,148 -0.06 2,584 7.94
2025-08-14 13F RMB Capital Management, LLC 337,220 -11.08 8,532 -3.98
2025-05-14 13F Lionshead Wealth Management, LLC 0 -100.00 0
2025-04-22 13F Park Capital Management, LLC / WI 0 -100.00 0
2025-08-11 13F Western Wealth Management, LLC 10,750 -1.88 272 5.86
2025-08-08 13F Apex Wealth Management, LLC 0 -100.00 0
2025-07-28 13F Nestegg Advisors, Inc. 54,385 -0.56 1,376 7.34
2025-08-12 13F Guerra Pan Advisors, Llc 203,809 -8.03 5,156 -0.69
2025-07-18 13F Newman Dignan & Sheerar, Inc. 132,589 -14.02 3,355 -7.17
2025-08-14 13F Warren Averett Asset Management, LLC 553,255 -8.19 13,997 -0.86
2025-07-25 13F Astoria Portfolio Advisors LLC. 9,034 -50.17 237 -41.44
2025-05-09 13F Keener Financial Planning LLC 0 -100.00 0
2025-08-11 13F Core Wealth Partners LLC 0 -100.00 0
2025-07-24 13F Bernard Wealth Management Corp. 217,150 -5.31 5,494 2.23
2025-08-07 13F Cahill Financial Advisors Inc 144,045 -1.08 3,644 6.83
2025-08-12 13F Putnam Fl Investment Management Co 10,614 -15.05 269 -8.22
2025-05-21 13F Westbourne Investments, Inc. 0 -100.00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 37,178 -18.78 941 -12.31
2025-07-17 13F Smith Anglin Financial, LLC 17,487 -10.27 442 -3.07
2025-07-22 13F Evensky & Katz LLC 16,963 -2.56 0
2025-08-12 13F Peachtree Investment Partners, LLC 0 -100.00 0
2025-07-23 13F Fulton Breakefield Broenniman Llc 47,945 -1.61 1,213 6.31
2025-07-21 13F Exchange Capital Management, Inc. 63,477 -11.41 1,606 -4.35
2025-08-13 13F SCS Capital Management LLC 0 -100.00 0
2025-08-12 13F Eley Financial Management, Inc 37,049 -3.46 937 4.00
2025-08-11 13F Strategic Equity Management 32,861 -19.71 831 -13.26
2025-08-12 13F Franklin Resources Inc 742 -11.67 19 -5.26
2025-08-18 13F Front Row Advisors LLC 13,049 -3.55 330 4.43
2025-07-08 13F Gillespie Robinson & Grimm Inc 8,325 -3.87 211 3.96
2025-07-11 13F Compass Ion Advisors, LLC 9,714 -23.43 246 -17.51
2025-08-14 13F Creegan & Nassoura Financial Group, LLC 129,186 -0.15 3,268 7.82
2025-08-07 13F Winthrop Capital Management, LLC 115,261 -3.78 3 0.00
2025-07-16 13F St Germain D J Co Inc 0 -100.00 0
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 20,057 -1.35 507 6.51
2025-08-14 13F Mariner, LLC 2,838,326 -3.47 71,810 4.23
2025-07-24 13F Mengis Capital Management, Inc. 38,555 -1.19 975 6.67
2025-08-12 13F North Star Asset Management Inc 447,720 -1.93 11,327 5.90
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-08-08 13F TD Capital Management LLC 283 -70.46 7 -68.18
2025-08-12 13F Tradition Wealth Management, LLC 416,828 -3.84 10,546 3.83
2025-07-25 13F Hazlett, Burt & Watson, Inc. 176 -31.25 0
2025-07-16 13F Cambridge Advisors Inc. 54,295 -2.02 1,374 5.78
2025-07-17 13F Hanson & Doremus Investment Management 76 -58.70 0
2025-07-25 13F Northwest Capital Management Inc 23,589 -52.11 597 -48.35
2025-08-19 13F Newbridge Financial Services Group, Inc. 0 -100.00 0
2025-08-14 13F Murphy & Mullick Capital Management Corp 88,943 -0.46 2,290 9.41
2025-08-14 13F Waterford Advisors, LLC 40,803 -93.61 16,932 13.26
2025-08-08 13F Glassman Wealth Services 808 -37.85 20 -33.33
2025-07-09 13F Sapient Capital Llc 10,202 -8.30 258 -0.77
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 48,002 -2.79 1,214 5.02
2025-07-14 13F Harbor Group, Inc. 107,250 -3.36 2,713 4.35
2025-05-14 13F Renaissance Technologies Llc 0 -100.00 0
2025-05-20 13F Blue Rock Wealth Management LLC 11,537 -37.94 270 -43.75
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 1,000 -18.70 25 -10.71
2025-07-11 13F Capital Advantage, Inc. 9,768 -54.27 247 -55.25
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 -100.00 0
2025-07-23 13F Nbt Bank N A /ny 106,856 -2.83 2,704 4.93
2025-08-19 13F Asset Dedication, LLC 256,140 -1.21 6,480 6.67
2025-05-15 13F Jentner Corp 0 -100.00 0
2025-03-12 13F/A Private Capital Management Llc 24,128 -3.72 1,145 -7.22
2025-08-11 13F FineMark National Bank & Trust 13,202 -7.90 334 -0.30
2025-08-08 13F Compass Wealth Management LLC 0 -100.00 0
2025-07-18 13F Access Financial Services, Inc. 10,936 -2.30 277 5.34
2025-08-05 13F Prosperity Consulting Group, LLC 137,237 -6.46 3,472 1.02
2025-07-28 13F Kiker Wealth Management, LLC 0 -100.00 0
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-04-09 13F Worth Asset Management, LLC 0 -100.00 0
2025-05-15 13F Windsor Advisory Group, LLC 0 -100.00 0
2025-08-12 13F Holderness Investments Co 25,080 -3.97 635 3.76
2025-07-15 13F MCF Advisors LLC 9,934 -0.07 251 8.19
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 19,025 -12.06 481 -4.94
2025-07-30 13F BCK Partners, Inc. 48,640 -0.71 1,231 7.24
2025-08-19 13F Cape Investment Advisory, Inc. 55,146 -1.10 1,395 6.81
2025-08-14 13F Aspen Grove Capital, LLC 48,914 -22.21 1,238 -16.02
2025-07-17 13F Leverty Financial Group, LLC 18,844 -42.88 477 -38.34
2025-04-22 13F Synergy Financial Management, LLC 0 -100.00 0
2025-07-09 13F Riversedge Advisors, Llc 198,224 -32.36 5,015 -26.96
2025-07-10 13F Voisard Asset Management Group, Inc. 26,749 -1.55 677 6.29
2025-07-22 13F Miracle Mile Advisors, LLC 8,742 -9.22 221 -1.78
2025-08-12 13F Pathstone Holdings, LLC 0 -100.00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 49,698 -18.89 1,257 0.48
2025-08-14 13F Prudent Investors Network 8,610 -46.74 218 -42.59
2025-07-25 13F Gordian Advisors LLC 141,882 -4.70 3,590 2.90
2025-08-04 13F Bristlecone Advisors, LLC 37,960 -4.33 960 3.34
2025-07-22 13F Global Strategic Investment Solutions, LLC 141,621 -8.39 3,583 -1.08
2025-07-24 13F Blair William & Co/il 146,149 -13.96 3,698 -7.11
2025-08-12 13F Pettyjohn, Wood & White, Inc 57,608 -0.86 1,457 7.05
2025-08-14 13F West Coast Financial LLC 0 -100.00 0
2025-07-23 13F Roundview Capital LLC 33,828 -7.54 856 -0.23
2025-07-22 13F Red Tortoise LLC 37,544 -1.05 950 6.87
2025-08-04 13F BLB&B Advisors, LLC 31,501 -5.29 797 2.18
2025-07-18 13F Bartlett & Co. Wealth Management Llc 108,502 -10.96 2,745 -3.85
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-04-15 13F Transform Wealth, LLC 86,167 -8.37 2,019 -16.99
2025-08-11 13F Blue Bell Private Wealth Management, Llc 185,560 -1.67 4,695 6.18
2025-05-09 13F McClarren Financial Advisors, Inc. 0 -100.00 0
2025-07-07 13F Global Wealth Strategies & Associates 2,480 -4.54 63 3.33
2025-07-17 13F LVW Advisors, LLC 72,640 -24.36 1,838 -18.36
2025-07-28 13F Mutual Advisors, LLC 24,375 -0.68 642 15.05
2025-08-07 13F Alpha Financial Advisors, LLC 8,887 -12.50 225 -5.49
2025-08-12 13F MAI Capital Management 437,763 -2.59 11,075 5.19
2025-07-31 13F Glass Jacobson Investment Advisors llc 720 -97.68 18 -97.75
2025-07-09 13F Keystone Wealth Services, LLC 9,366 -0.53 237 7.27
2025-08-14 13F IHT Wealth Management, LLC 85,051 -16.64 2,152 -10.00
2025-06-13 13F Optima Capital Llc 0 -100.00 0 -100.00
2025-07-22 13F Woodmont Investment Counsel Llc 34,210 -0.23 866 7.72
2025-08-01 13F Advisory Alpha, LLC 3,676,968 -3.24 93,027 4.53
2025-07-22 13F Red Door Wealth Management, LLC 23,745 -3.58 601 3.99
2025-08-12 13F Armor Investment Advisors, LLC 50,404 -4.53 1,275 3.07
2025-04-25 13F Almanack Investment Partners, LLC. 0 -100.00 0 -100.00
2025-07-25 13F Cwm, Llc 208,804 -7.44 5 0.00
2025-05-14 13F SJA Financial Advisory, LLC 0 -100.00 0
2025-05-06 13F Goepper Burkhardt LLC 0 -100.00 0
2025-07-23 13F Arcataur Capital Management LLC 109,881 -0.06 2,780 7.88
2025-08-11 13F Independent Advisor Alliance 0 -100.00 0
2025-08-12 13F Gladstone Institutional Advisory LLC 10,409 -25.70 263 -19.82
2025-07-30 13F Castle Wealth Management Llc 9,542 -2.21 241 5.70
2025-08-05 13F Bridgewater Advisors Inc. 17,641 -2.22 461 11.11
2025-05-15 13F Rise Advisors, LLC 0 -100.00 0
2025-08-14 13F Fmr Llc 253,178 -3.32 6,405 4.40
2025-08-07 13F Nicollet Investment Management, Inc. 42,981 -3.33 1 0.00
2025-08-08 13F Omega Financial Group, LLC 44,045 -1.36 1,114 6.50
2025-08-13 13F Johnson Financial Group, Inc. 4,058 -11.34 103 -4.67
2025-08-12 13F Fortis Capital Management LLC 182,064 -1.59 4,606 6.28
2025-05-09 13F Generation Capital Management LLC 0 -100.00 0
2025-08-12 13F Global Retirement Partners, LLC 51,418 -23.74 1,301 -25.42
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 -100.00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 15,457 -8.59 391 -1.01
2025-07-22 13F Gemmer Asset Management LLC 1,311,482 -1.70 33,180 6.15
2025-08-14 13F Abound Financial, Llc 0 -100.00 0
2025-07-21 13F Whelan Financial 72,648 -0.27 1,838 7.74
2025-07-10 13F Sharkey, Howes & Javer 0 -100.00 0
2025-08-08 13F Hartland & Co., LLC 77,644 -1.58 1,964 6.28
2025-07-16 13F Signature Resources Capital Management, LLC 12,960 -18.87 328 -12.57
2025-08-15 13F Kestra Advisory Services, LLC 75,786 -31.59 1,917 -26.13
2025-08-11 13F United Capital Financial Advisers, Llc 295,553 -14.13 7,477 -7.28
2025-08-14 13F Ausdal Financial Partners, Inc. 198,534 -0.13 5,023 7.84
2025-07-07 13F First Community Trust Na 3,500 -12.50 89 -5.38
2025-07-28 13F WealthPlan Investment Management, LLC 26,796 -2.30 678 5.45
2025-08-13 13F Finer Wealth Management, Inc. 35,231 -10.30 891 -3.15
2025-08-13 13F Quadrant Capital Group Llc 42,601 -13.12 1,078 -6.18
2025-08-14 13F Colony Group, LLC 1,289,071 -1.84 32,613 5.99
2025-04-11 13F Stony Point Wealth Management Inc. 0 -100.00 0
2025-04-24 13F Hidden Cove Wealth Management, LLC 0 -100.00 0
2025-07-23 13F West Paces Advisors Inc. 49,528 -0.48 1,253 7.46
2025-07-29 NP MVFG - Monarch Volume Factor Global Unconstrained Index ETF 0 -100.00 0 -100.00
2025-07-17 13F Raleigh Capital Management Inc. 0 -100.00 0
2025-08-01 13F Koss-Olinger Consulting, LLC 16,826 -0.07 426 7.59
2025-08-11 13F One Capital Management, LLC 17,366 -11.93 439 -4.98
2025-08-01 13F Fort Vancouver Investment Management, LLC 13,709 -0.84 347 7.12
2025-08-13 13F Haverford Trust Co 17,059 -3.40 432 4.36
2025-05-15 13F Silvercrest Asset Management Group Llc 0 -100.00 0
2025-08-19 13F National Asset Management, Inc. 74,438 -29.78 1,883 -31.30
2025-07-18 13F Northeast Financial Group, Inc. 92,257 -26.41 2,334 -20.53
2025-07-16 13F Wealth Group Ltd 79,017 -1.20 1,999 6.73
2025-08-08 13F Fusion Capital, LLC 8,705 -3.94 220 3.77
2025-08-01 13F Capital Investment Counsel, LLC 13,618 -0.06 345 7.84
2025-08-13 13F Natixis Advisors, L.p. 91,826 -96.22 2 -96.43
2025-08-06 13F Geometric Wealth Advisors 15,048 -11.16 381 -4.04
2025-07-08 13F Juncture Wealth Strategies, Llc 85,408 -40.54 2,161 -35.81
2025-08-05 13F Meridian Management Co 240,450 -44.62 6,192 -39.14
2025-08-29 13F Total Investment Management Inc 9,378 -0.44 237 7.73
2025-08-12 13F Wayfinding Financial, LLC 0 -100.00 0
2025-08-13 13F Mayfair Advisory Group, LLC 9,493 -10.06 245 -1.21
2025-08-11 13F Rothschild Investment Llc 1,319 -2.87 33 6.45
2025-07-14 13F Parkshore Wealth Management, Inc. 10,260 -7.03 260 0.39
2025-08-04 13F Pinnacle Associates Ltd 109,948 -0.39 2,782 7.54
2025-08-12 13F NFP Retirement, Inc. 154,119 -25.76 3,899 -19.84
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-08-14 13F Atomi Financial Group, Inc. 183,484 -7.67 4,642 -0.30
2025-07-24 13F Von Berge Wealth Management Group, LLC 77,875 -0.05 2,040 15.06
2025-08-13 13F Cresset Asset Management, LLC 194,413 -31.66 4,919 -26.21
2025-07-14 13F AdvisorNet Financial, Inc 30,637 -35.27 775 -30.12
2025-08-13 13F Berkshire Asset Management Llc/pa 91,171 -4.05 2,307 2.49
2025-08-12 13F Waterloo Capital, L.P. 15,734 -14.73 398 -7.87
2025-07-16 13F Spinnaker Investment Group, LLC 34,525 -39.41 873 -34.61
2025-07-14 13F Clayton Financial Group LLC 0 -100.00 0
2025-07-21 13F Qrg Capital Management, Inc. 12,572 -26.24 318 -20.30
2025-07-28 13F Cornerstone Wealth Group, LLC 169,359 -6.83 4,285 0.61
2025-07-31 13F Cabot Wealth Management Inc 14,137 -8.30 358 -1.11
2025-07-30 13F Pacific Sun Financial Corp 23,673 -4.71 599 2.75
2025-07-30 13F Whittier Trust Co Of Nevada Inc 281,682 -3.43 7,124 4.24
2025-08-14 13F Mendel Capital Management LLC 53,884 -5.40 1,363 2.17
2025-07-18 13F Lowery Thomas, Llc 17,289 -47.70 437 -43.54
2025-07-23 13F Roberts Wealth Advisors, LLC 35,559 -1.66 900 6.14
2025-04-10 13F TruWealth Advisors, LLC 0 -100.00 0 -100.00
2025-07-15 13F Aspire Capital Advisors LLC 26,006 -4.91 658 2.66
2025-08-14 13F Mml Investors Services, Llc 461,740 -15.93 12 -8.33
2025-07-25 13F Wealth Architects, LLC 143,570 -22.85 3,632 -16.70
2025-08-14 13F Guardian Wealth Management, Inc. 0 -100.00 0
2025-07-07 13F Bangor Savings Bank 627,780 -0.30 15,883 7.65
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 -100.00 0
2025-07-31 13F Kathleen S. Wright Associates Inc. 8,273 -8.74 209 -1.42
2025-08-12 13F Jacobi Capital Management LLC 20,774 -23.03 526 -16.93
2025-08-08 13F Meridian Wealth Management, LLC 248,163 -10.67 6,279 -3.53
2025-08-14 13F Integrated Wealth Concepts LLC 344,153 -3.31 8,707 4.41
2025-07-29 13F Foster & Motley Inc 10,218 -5.71 0
2025-07-01 13F Private Client Services, Llc 0 -100.00 0
2025-07-16 13F Dakota Wealth Management 68,991 -10.49 1,745 -3.32
2025-07-24 13F Us Bancorp \de\ 431,299 -3.76 10,912 3.91
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-07-22 13F D.B. Root & Company, LLC 9,251 -6.33 234 1.30
2025-07-29 13F Planned Solutions, Inc. 46,536 -17.29 1,177 -10.70
2025-07-23 13F Litman Gregory Asset Management LLC 21,637 -39.40 547 -34.57
2025-08-08 13F Condor Capital Management 20,417 -1.33 517 6.61
2025-08-13 13F Milestone Investment Advisors LLC 55,772 -13.24 1,411 -6.31
2025-08-08 13F Larson Financial Group LLC 99,830 -3.88 2,526 3.78
2025-08-04 13F Crescent Sterling, Ltd. 34,536 -16.36 874 -9.72
2025-08-04 13F Spire Wealth Management 6,551 -43.93 166 -39.56
2025-08-14 13F Ameriprise Financial Inc 255,819 -74.68 6,473 -72.63
2025-07-23 13F Laraway Financial Inc 46,628 -2.68 1,180 5.08
2025-07-24 13F Summit Place Financial Advisors, LLC 53,675 -0.14 1,358 7.78
2025-08-05 13F Freestone Capital Holdings, LLC 13,523 -27.49 342 -21.56
2025-07-17 13F Tritonpoint Wealth, Llc 17,488 -5.80 442 1.84
2025-07-15 13F Bfsg, Llc 5,197 -6.58 131 0.77
2025-08-14 13F Acas, Llc 20,638 -1.16 556 15.87
2025-08-07 13F Montag A & Associates Inc 0 -100.00 0
2025-07-03 13F Garde Capital, Inc. 213,264 -5.21 5,396 2.35
2025-07-09 13F Brand Asset Management Group, Inc. 216,428 -2.16 5,476 5.65
2025-07-08 13F/A Salem Investment Counselors Inc 290,580 -8.81 7,352 -1.54
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 420,054 -1.10 10,627 2.55
2025-07-21 13F Rainey & Randall Investment Management Inc. 1,222,162 -1.71 30,921 6.13
2025-05-02 13F Transcendent Capital Group LLC 0 -100.00 0
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 46,681 -5.10 1,181 2.52
2025-08-14 13F Ancora Advisors, LLC 5,730 -20.64 145 -14.79
2025-07-30 13F Wbh Advisory Inc 145,569 -10.79 3,683 -3.69
2025-08-06 13F Paulson Wealth Management Inc. 43,102 -0.51 1,090 7.39
2025-08-11 13F Wealthspire Advisors, LLC 340,847 -51.18 8,623 -47.29
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 -100.00 0
2025-07-17 13F Janney Montgomery Scott LLC 65,242 -4.66 2 0.00
2025-07-09 13F Archer Investment Management, LLC 42,746 -28.33 1,081 -22.62
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 17,116 -2.11 433 5.87
2025-07-25 13F NorthRock Partners, LLC 38,915 -4.07 985 3.58
2025-08-05 13F GHP Investment Advisors, Inc. 43,037 -0.46 1,089 7.51
2025-04-22 13F Mendota Financial Group, LLC 0 -100.00 0
2025-05-07 13F Financially Speaking Inc 0 -100.00 0
2025-07-07 13F Investors Research Corp 95,297 -0.43 2,411 7.54
2025-07-31 13F Dodds Wealth, LLC 0 -100.00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 536,870 -28.08 13,583 -22.35
2025-07-17 13F Wagner Wealth Management, Llc 733 -25.43 19 -21.74
2025-08-12 13F Archer Investment Corp 389 -46.57 10 -47.06
2025-07-25 13F Mitchell Capital Management Co 8,097 -60.20 211 -55.67
2025-07-28 13F Revolve Wealth Partners, LLC 88,818 -9.81 2,247 -2.60
2025-07-11 13F Myecfo, Llc 37,131 -2.62 939 5.15
2025-08-25 13F Hilltop Partners LLC 33,342 -5.10 844 2.43
2025-08-05 13F Arrowroot Family Office, LLC 0 -100.00 0
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 599,619 -2.59 15,170 5.19
2025-04-02 13F Marcum Wealth, LLC 2,072,513 -0.98 48,559 -10.28
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-07-07 13F Wilson & Boucher Capital Management, LLC 41,327 -0.95 1,046 6.96
2025-07-16 13F Signaturefd, Llc 14,989 -12.74 379 -5.72
2025-05-27 13F Advisors Capital Management, LLC 0 -100.00 0
2025-08-04 13F Mayflower Financial Advisors, LLC 0 -100.00 0
2025-08-07 13F 1620 Investment Advisors, Inc. 0 -100.00 0
2025-07-21 13F Consilium Wealth Advisory, LLC 85,362 -29.48 2,160 -23.87
2025-07-17 13F HB Wealth Management, LLC 278,250 -8.68 7,040 -1.40
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-29 13F Fundamentun, Llc 0 -100.00 0
2025-07-14 13F Farmers & Merchants Investments Inc 4,288 -4.84 108 2.86
2025-08-05 13F Holistic Financial Partners 9,851 -0.32 249 7.79
2025-05-15 13F Options Solutions, Llc 0 -100.00 0
2025-05-07 13F Mb, Levis & Associates, Llc 0 -100.00 0
2025-08-06 13F Souders Financial Advisors 38,738 -41.95 980 -37.30
2025-08-05 13F Tme Financial, Inc. 0 -100.00 0
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 0 -100.00 0
2025-07-17 13F Youngs Advisory Group, Inc. 445,992 -3.28 11,284 4.44
2025-05-09 13F Headlands Technologies LLC 0 -100.00 0
2025-07-21 13F Ameriflex Group, Inc. 84 -86.75 2 -85.71
2025-04-15 13F Simon Quick Advisors, Llc 0 -100.00 0 -100.00
2025-07-18 13F Parsons Capital Management Inc/ri 34,094 -3.96 863 3.73
2025-08-14 13F Qube Research & Technologies Ltd 553 -83.41 14 -83.33
2025-08-12 13F Nemes Rush Group LLC 0 -100.00 0
2025-07-28 13F Morris Financial Concepts, Inc. 291,408 -1.06 7,373 6.84
2025-07-25 13F Sequoia Financial Advisors, LLC 278,228 -34.28 7,039 -29.03
2025-08-11 13F Alteri Wealth LLC 10,788 -14.72 273 -8.11
2025-08-14 13F JPL Wealth Management, LLC 13,280 -16.39 336 -9.95
2025-07-31 13F Heirloom Wealth Management 9,778 -4.17 247 3.35
2025-07-31 13F Whipplewood Advisors, LLC 10,198 -84.53 258 20.00
2025-08-25 13F Fulcrum Equity Management 0 -100.00 0
2025-08-06 13F Walkner Condon Financial Advisors LLC 10,851 -51.80 275 -48.01
2025-07-24 13F Capital Advisors, Ltd. LLC 15,380 -3.60 0
2025-08-12 13F Bokf, Na 24 -97.85 1 -100.00
2025-08-26 13F/A Thrivent Financial For Lutherans 245,022 -45.98 6 -45.45
2025-07-11 13F Great Waters Wealth Management 45,763 -4.78 1,158 2.75
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