Mga Batayang Estadistika
| Pemilik Institusional | 1630 total, 1622 long only, 0 short only, 8 long/short - change of 2.45% MRQ |
| Alokasi Portofolio Rata-rata | 0.8134 % - change of -9.72% MRQ |
| Saham Institusional (Jangka Panjang) | 410,625,492 (ex 13D/G) - change of 3.03MM shares 0.74% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 24,288,549 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Gold Trust (CL:IAUCL) memiliki 1630 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 410,625,492 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Fmr Llc, Morgan Stanley, Sumitomo Mitsui Trust Holdings, Inc., Envestnet Asset Management Inc, Wells Fargo & Company/mn, Jpmorgan Chase & Co, LPL Financial LLC, UBS Group AG, and Alliancebernstein L.p. .
Struktur kepemilikan institusional iShares Gold Trust (SNSE:IAUCL) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 67,036 | -3.73 | 4,180 | 1.95 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 59,296 | 4.95 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 259,911 | -1.27 | 16,208 | 4.42 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 438,429 | 1.50 | 27,340 | 7.35 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5,647 | -0.91 | 352 | 4.76 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6,057 | 15.77 | 378 | 22.40 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59,151 | -5.90 | 3,687 | 0.49 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 27,921 | 1.56 | 1,741 | 7.47 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 8,317 | 0.00 | 519 | 5.71 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 23,094 | 1,440 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 6,608 | -15.49 | 412 | -10.63 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 19,739 | -20.71 | 1,231 | -16.16 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 129,410 | -5.36 | 8,070 | 0.10 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 94,851 | -6.90 | 5,968 | -0.63 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2,753 | 0.00 | 172 | 5.56 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12,508 | 0.32 | 780 | 5.99 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 12,076 | 1.92 | 753 | 7.88 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 5,509 | 271 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 23,501,143 | -1.19 | 1,465,531 | 4.51 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 5,922 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 103,288 | 1.97 | 6,517 | 2.71 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 52,095 | -10.45 | 3,249 | -5.28 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,839 | -15.61 | 308 | -15.19 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 20,850 | -2.34 | 1,300 | 3.26 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 355,094 | -2.64 | 22,144 | 2.97 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 11,600 | 120.95 | 684 | 163.71 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 7,432 | -63.29 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 115,117 | 0.00 | 7,179 | 5.76 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 276,608 | 463.08 | 17,249 | 495.61 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 62,068 | -13.38 | 3,871 | -8.38 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 17,754 | 0.00 | 1,107 | 5.83 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 2,079 | 259.07 | 130 | 279.41 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 635,955 | 0.75 | 39,658 | 6.56 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 24,378 | 0.00 | 1,520 | 5.78 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 25,530 | -0.32 | 1,592 | 5.43 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6,973 | 435 | ||||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 108,116 | -5.01 | 6,742 | 0.48 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 7,032,527 | -9.24 | 438,548 | -4.01 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 37,161 | -7.35 | 2,317 | -1.99 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 6,630 | 0.00 | 413 | 5.90 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 6,830 | 0.63 | 426 | 6.25 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 3,538 | -7.50 | 221 | -2.22 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1,048 | 0.00 | 65 | 6.56 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 7,687 | 4.64 | 479 | 10.62 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 39,238 | 84.16 | 2,447 | 132.07 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 840 | 0.00 | 52 | 6.12 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 1,329,143 | 12,087.26 | 82,885 | 12,790.36 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 25,686 | 2.62 | 1,602 | 8.54 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 | 200.00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 10,042 | -2.04 | 626 | 3.64 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 111,113 | 0.00 | 7 | 0.00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 29,023 | -12.22 | 1,810 | -7.18 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 173,675 | 107.25 | 10,830 | 119.23 | ||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 14,179 | 280.75 | 884 | 303.65 | ||||
| 2025-08-21 | NP | RAAX - VanEck Vectors Real Asset Allocation ETF | 6,194 | 0.00 | 386 | 5.75 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6,669 | 1.18 | 416 | 6.96 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 21,383 | -6.12 | 1,333 | -0.67 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 24,865 | -4.47 | 1,551 | 1.04 | ||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 171,052 | -4.52 | 10,667 | 0.98 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 186,499 | -50.34 | 11,630 | -47.47 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 710 | 0.00 | 44 | 7.32 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 9,670 | 0.00 | 603 | 5.79 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 10,850 | 10.37 | 677 | 39.09 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 4,636 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 155,173 | -2.83 | 9,677 | 2.77 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 58,155 | 1.13 | 3,627 | 6.96 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6,264 | -1.71 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4,313 | 8.67 | 269 | 14.53 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 320 | 267.82 | 20 | 280.00 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 1,349 | -16.11 | 84 | -10.64 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 3,594 | 0.00 | 224 | 6.16 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 24,302 | -10.15 | 1,515 | -4.96 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 4,250 | 0.00 | 265 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 6,950 | 75.95 | 433 | 86.64 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 500 | 31 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 198,945 | -19.56 | 12,406 | -14.92 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 2,531 | -5.81 | 158 | -0.63 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 3,200 | 200 | |||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 42,717 | 272.07 | 2,664 | 293.93 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 61,169 | 18.15 | 3,815 | 24.97 | ||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 167,843 | 67.24 | 10 | 100.00 | ||||
| 2025-04-25 | 13F | Journey Beyond Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 12,393 | 80.55 | 773 | 91.09 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 165,240 | 10,304 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 9,349 | -7.07 | 583 | -1.69 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4,622 | 0.00 | 288 | 5.88 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 20,999 | -3.46 | 1,309 | 2.11 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 797 | 1,892.50 | 50 | 2,350.00 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 5,037 | -32.08 | 314 | -28.15 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 74,944 | 14.99 | 4,674 | 21.63 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 27,500 | 0.00 | 1,715 | 5.74 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 8,466 | -3.42 | 528 | 2.13 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 119,713 | -0.38 | 7,465 | 5.36 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 5,800 | 0.00 | 362 | 5.87 | |||
| 2025-08-13 | 13F | Maia Wealth LLC | 16,151 | -4.67 | 1,007 | -1.85 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13,781 | -4.88 | 859 | 0.59 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 8,987 | 560 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 18,089 | -2.99 | 1,128 | 2.64 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 602,279 | 75.55 | 59,859 | 195.93 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 1,606 | 0.00 | 100 | 6.38 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 63,714 | 9.93 | 3,973 | 16.27 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5,649 | 35.27 | 352 | 43.09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 306,636 | -5.51 | 19,122 | -0.06 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 30,178 | -38.26 | 1,882 | -34.71 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5,108,818 | 809.07 | 318,586 | 861.50 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,349,165 | -26.68 | 84,134 | -22.45 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,129,299 | 6.88 | 70,423 | 13.04 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 20,400 | 1,284 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 47,729 | -8.31 | 2,976 | -3.03 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 17,564 | 51.75 | 1,095 | 60.56 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 274,775 | -1.78 | 17,135 | 3.88 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,150 | 6.58 | 72 | 12.70 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 75,930 | 14.76 | 4,735 | 21.35 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 78,528 | 1.91 | 4,897 | 7.79 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 80,273 | 21.08 | 5,006 | 28.07 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 53,112 | -0.61 | 3,312 | 5.14 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 4,505 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1,062 | 0.00 | 66 | 6.45 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 55,146 | 4.14 | 3,439 | 10.12 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2,559 | -4.12 | 160 | 1.27 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 28,082 | 49.98 | 1,751 | 58.75 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 5,223 | 0.00 | 326 | 5.86 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 3,370 | 210 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 23,414 | 42.65 | 1 | |||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9,902 | 617 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 21,776 | 25.45 | 1,373 | 27.15 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 668,222 | -2.80 | 41,670 | 2.81 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 122,955 | 7,667 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 4,137 | 0.00 | 258 | 5.76 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 56,686 | 1.29 | 3,535 | 7.12 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 7,628 | -0.68 | 476 | 5.09 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 10,670 | -1.27 | 1 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 1,775,650 | 52.55 | 110,730 | 61.34 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1,521,190 | -0.31 | 94,862 | 5.43 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4,090 | 255 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 708 | 0.00 | 44 | 7.32 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 379,683 | 21.07 | 23,677 | 28.05 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8,923 | -1.04 | 556 | 4.71 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 102,881 | -84.83 | 6,416 | -83.96 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 4,100 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 4,569 | 0.00 | 285 | 5.58 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 34,422 | 8.66 | 2,147 | 14.94 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 6,231 | -1.22 | 389 | 4.58 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 834 | -27.16 | 52 | -22.39 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 128,846 | -3.39 | 8,035 | 2.17 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 3,451 | -0.29 | 215 | 5.39 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 107,528 | -1.85 | 6,705 | -5.20 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3,486 | -55.03 | 217 | -52.52 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 3,650 | 0.00 | 228 | 5.58 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 20,640 | -8.03 | 1,287 | -2.72 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 9,307 | 0.00 | 580 | 5.84 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 368 | -31.73 | 23 | -29.03 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,500 | 0.00 | 94 | 5.68 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 7,125 | 10.89 | 444 | 17.46 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 53,738 | -3.66 | 3,351 | 1.92 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 69,211 | 1.28 | 4,316 | 7.10 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 6,434 | 401 | ||||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 57 | 0.00 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 17,649 | 0.00 | 1,101 | 5.77 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 97,021 | 4.72 | 6,050 | 10.77 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,105 | 0.00 | 69 | 25.93 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5,696 | 9.29 | 355 | 15.64 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 18,722 | 294.48 | 1,168 | 318.28 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 25,156 | -1.12 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | First Eagle Investment Management, LLC | 3,056 | 215.70 | 189 | 235.71 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 64,920 | 4,149 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 305,491 | -1.39 | 19,050 | 4.30 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 9,195 | 0.00 | 573 | 5.72 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 7,084 | -11.99 | 442 | -6.96 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 3,976 | 232 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1,318 | 0.00 | 82 | 6.49 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 36,493 | 42.61 | 2,276 | 50.86 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 361,432 | -1.72 | 22,539 | 3.95 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3,912 | -21.24 | 244 | -16.78 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 20,842 | -35.32 | 1,300 | -31.60 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 125,985 | 0.01 | 7,856 | 5.78 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 3,480 | -15.20 | 217 | -10.37 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 29,348 | 1.56 | 1,830 | 7.46 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 371,971 | -6.71 | 23,404 | -0.44 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 321,686 | 7.89 | 20,060 | 14.11 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 697 | 128.52 | 43 | 152.94 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 3,915 | 0.00 | 244 | 6.09 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17,609 | -17.96 | 1,111 | -15.00 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 28,000 | 55.56 | 1,746 | 64.56 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10,433 | -10.88 | 651 | -5.80 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9,465 | -15.10 | 590 | -10.20 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 14,403 | -1.46 | 898 | 4.30 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 8,202 | 42.84 | 521 | 46.35 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3,276 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 12,000 | 0.00 | 748 | 5.80 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 10,952 | 13.04 | 683 | 19.44 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 13,586 | -3.14 | 1 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 10,519 | 14.25 | 656 | 20.85 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 378,844 | 13.55 | 23,625 | 20.10 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 7,846 | -16.69 | 489 | -11.89 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 13,319 | -12.29 | 831 | -7.26 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 340,284 | -0.60 | 21,220 | 5.14 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14,534 | -0.70 | 906 | 5.10 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 24,718 | -13.41 | 1,541 | -8.44 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 86,883 | -1.61 | 5,418 | 4.07 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 122,188 | -10.29 | 7,620 | -5.12 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14,801 | -7.93 | 923 | -2.64 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 974,903 | 23.05 | 60,795 | 30.15 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1,686,108 | -8.61 | 105,146 | -3.34 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 357,680 | -0.55 | 22,305 | 5.18 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 8,276 | 0.00 | 516 | 5.95 | ||||
| 2025-07-16 | 13F | American National Bank | 18,551 | 1.64 | 1,157 | 7.43 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 20,530 | -27.36 | 1,280 | -23.17 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 17,365 | 9.11 | 1,083 | 15.35 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 359,245 | -2.09 | 22,403 | 3.55 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 6,612 | 0.00 | 412 | 5.91 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 21,091 | 12.88 | 1,315 | 15.45 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5,811 | 365 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3,014 | 0.00 | 188 | 5.65 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3,448 | -12.20 | 215 | -6.93 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 321 | 0.00 | 20 | 11.11 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 319,287 | -0.39 | 19,911 | 5.36 | ||||
| 2025-08-12 | 13F | Main Management LLC | 250 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,367 | -90.47 | 148 | -88.04 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 46,118 | -5.93 | 2,876 | -0.52 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 446 | 17.37 | 28 | 22.73 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,413,902 | -0.85 | 150,528 | 4.87 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 17,858 | -2.78 | 1,114 | 2.87 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8,514 | 10.86 | 531 | 17.26 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 530 | 0.00 | 33 | 6.45 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 4,335 | 0.00 | 270 | 5.88 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 3,650 | 0.00 | 215 | 0.00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 52,918 | 19.52 | 3,300 | 26.40 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13,985 | -36.48 | 872 | -32.82 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 4,534 | -13.27 | 283 | -8.44 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 11,125 | -1.33 | 694 | 4.37 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 24,597 | -18.70 | 1,534 | -14.02 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2,371 | 0.00 | 148 | 5.76 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 505,641 | -4.32 | 31,532 | 1.19 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 6,933 | -0.27 | 432 | 5.62 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4,139 | 0.00 | 258 | 5.74 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 43,721 | 0.44 | 2,726 | 0.81 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 8,030 | 1.01 | 501 | 6.84 | ||||
| 2025-08-12 | 13F | Mizuho Securities Co. Ltd. | 2,230 | 139 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 372,940 | 1.07 | 23,257 | 6.89 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,689 | -32.87 | 292 | -28.95 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 29,269 | -1.42 | 1,825 | 4.29 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 931 | 0.00 | 58 | 7.41 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 433,127 | 25.47 | 27,010 | 32.70 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 29,911 | 0.85 | 1,865 | 6.69 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4,822 | 39.61 | 303 | 44.29 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 39,970 | 0.50 | 2,493 | 6.31 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10,493 | 10.79 | 654 | 17.20 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 30,695 | 0.00 | 1,914 | 5.80 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 66,483 | -1.22 | 4,146 | 4.46 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 15,385 | 959 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 122,541 | 4.49 | 7,642 | 10.51 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 31,931 | 115.82 | 1,991 | 128.33 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 76,911 | -31.71 | 4,796 | -27.77 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 13,004 | -16.12 | 811 | -11.38 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 5,670 | 0.00 | 354 | 5.69 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,337 | 7.05 | 83 | 13.70 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 20,028 | -68.41 | 1,249 | -66.61 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 187,590 | -0.19 | 11,698 | 5.57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,354,148 | 0.13 | 146,805 | 5.91 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 308 | 19 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 25,119 | -7.22 | 1,566 | -1.88 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 14,709 | 0.71 | 917 | 6.50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,039 | 1.14 | 314 | 7.17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 57,980 | 6.90 | 3,616 | 13.07 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8,740 | 15.38 | 545 | 22.20 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 88,807 | -0.11 | 5,538 | 48.31 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 919,938 | 1.13 | 57,367 | 6.97 | ||||
| 2025-08-12 | 13F | Prudential Plc | 120,861 | 3.04 | 7,537 | 8.98 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 848 | 20.11 | 53 | 26.83 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 204,655 | 4.40 | 12,762 | 10.42 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1,555,296 | -24.81 | 96,988 | -20.48 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 9,130 | 118.53 | 569 | 131.30 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 9,238 | 0.00 | 576 | 5.88 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,070 | -7.87 | 1,376 | -2.55 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 8,110 | -11.07 | 506 | -5.96 | ||||
| 2025-07-29 | NP | BLUIX - BLUEPRINT GROWTH FUND Institutional Class | 71,732 | 0.00 | 4,459 | 15.37 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 6,475 | -84.11 | 404 | -83.22 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 19,534 | 0.00 | 1,218 | 5.82 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 6,325 | 373 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 33,681 | 0.00 | 2,075 | 4.53 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 11,820 | 0.00 | 737 | 5.89 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 339,266 | 6.37 | 21 | 16.67 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 344,512 | 4.09 | 21,484 | 10.09 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3,348 | -2.33 | 209 | 2.97 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 103,889 | -10.06 | 6,479 | -4.88 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 41,334 | -11.90 | 2,578 | -6.83 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3,786 | 10.19 | 236 | 6.79 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4,538 | -9.94 | 283 | -5.05 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 30,048 | 1.95 | 1,874 | 7.83 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 16,700 | -0.44 | 1,041 | 5.36 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 21,596 | 1.67 | 1,347 | 7.51 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 161,208 | -1.74 | 10,053 | 3.92 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 1,876 | -31.03 | 117 | -27.50 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6,306 | 1.38 | 393 | 7.38 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 184 | 0.00 | 12 | 10.00 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1,075 | 0.00 | 67 | 6.35 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 127,716 | 10.17 | 7,964 | 16.53 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 47,554 | -0.89 | 2,965 | 4.81 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F/A | Pitcairn Co | 5,500 | -18.45 | 343 | -13.85 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 21,347 | 29.16 | 1,331 | 36.65 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 15,992 | -3.03 | 997 | 2.57 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 10,059 | -24.70 | 630 | -19.95 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 197,060 | -3.42 | 12,289 | 2.15 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 11,904 | -21.11 | 742 | -16.54 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 712 | 0.00 | 44 | 7.32 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 168,217 | 170.25 | 10,496 | 190.11 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 178 | -73.15 | 11 | -71.79 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 9,061 | 36.87 | 1 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 32,254 | 2.95 | 2,011 | 8.88 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1,752 | 0.00 | 109 | 5.83 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,880 | 2.85 | 304 | 8.96 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 2,565 | -28.05 | 160 | -24.29 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,123 | 444 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 279,466 | -0.02 | 17,428 | 5.75 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 16,751 | -49.74 | 1,047 | -49.59 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9,773 | 0.00 | 609 | 5.73 | ||||
| 2025-07-29 | NP | MAMB - Monarch Ambassador Income ETF | 128,896 | -8.85 | 8,012 | 5.17 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 96,172 | 5,997 | ||||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 8,843 | 1.47 | 551 | 7.41 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 236,184 | -2.79 | 14,728 | 2.82 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 5,250 | 0.00 | 327 | 5.83 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 113,018 | -3.58 | 7 | 16.67 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 47,624 | 119.92 | 2,768 | 155.35 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 25,216 | -1.56 | 1,572 | 4.11 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 101,487 | -35.12 | 6,329 | -31.26 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 31,505 | 0.00 | 1,965 | 5.76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 87,151 | 176.93 | 5,435 | 248.78 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 21,715 | 3.16 | 1,354 | 9.11 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7,200 | 104.72 | 450 | 110.28 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 375,226 | -14.29 | 23,399 | -9.34 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 7,307 | -7.59 | 456 | -2.36 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 360 | 22 | ||||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 6,829 | 0.00 | 426 | 5.72 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 28,880 | 3.88 | 1,801 | 9.82 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 23,132 | 0.00 | 1,443 | 5.80 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 11,968 | -9.11 | 746 | -3.87 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 3,579 | 0.00 | 223 | 5.69 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 31,836 | -1.37 | 1,985 | 4.31 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 26,755 | 44.73 | 1,668 | 82.30 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 30,486 | 29.23 | 1,901 | 36.76 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 134,943 | 8,415 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1,121 | 0.00 | 70 | 4.55 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 67,576 | -21.65 | 4,214 | -17.13 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6,745 | -21.53 | 421 | -17.00 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 64,919 | -48.53 | 4,048 | -45.57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 114,500 | -33.74 | 7,140 | -29.92 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | 35,083 | -0.01 | 2,188 | 5.75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 66,900 | 31.69 | 4,172 | 39.27 | |||
| 2025-08-07 | 13F | Atala Financial Inc | 10,225 | 0.00 | 638 | 5.81 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 236 | -30.59 | 15 | -30.00 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 99,940 | -47.20 | 6,232 | -44.15 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2,800 | 833.33 | 175 | 923.53 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 450 | 0.00 | 28 | 7.69 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 16,317 | 11.74 | 1,018 | 18.26 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3,385 | 211 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 121,484 | -6.73 | 7,576 | -1.35 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9,125 | -7.00 | 1 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3,167 | 10.70 | 197 | 17.26 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 872 | 54 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 88,965 | -16.74 | 6 | -16.67 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 29,222 | 4.14 | 1,822 | 10.16 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1,140 | 56.38 | 0 | |||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 176,504 | -25.99 | 11,007 | -21.73 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 20 | 1 | ||||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 7,500 | 0.00 | 468 | 5.66 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 9,717 | -9.92 | 606 | -4.87 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 6,356 | -40.47 | 396 | -37.04 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3,810 | 0.00 | 238 | 5.80 | ||||
| 2025-08-05 | 13F | Allstate Corp | 30,555 | -16.86 | 1,905 | -12.05 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1,780 | 0.00 | 111 | 6.73 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 12 | 0.00 | 1 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 132,461 | 19.54 | 8,260 | 26.44 | ||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 7,240 | 7.42 | 451 | 13.60 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5,131 | 320 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 7,184 | -17.95 | 448 | -13.20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 800,008 | 2.01 | 49,889 | 7.89 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 7,832 | 0.00 | 488 | 5.86 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 162,108 | -26.45 | 10,198 | -28.36 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 268,020 | 6.08 | 16,714 | 12.19 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 4,806 | 0.00 | 300 | 5.65 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 909,546 | 4.10 | 56,719 | 10.10 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 924,226 | -2.46 | 58,152 | 4.11 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 201,779 | -8.02 | 12,583 | -2.72 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 22,682 | -15.79 | 1,414 | -10.96 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 108,216 | -49.57 | 6,748 | -46.66 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 3,244 | -6.38 | 202 | -0.98 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 10,111 | -7.65 | 630 | -2.33 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 4,375 | 0.00 | 273 | 5.84 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 3,520 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6,812 | 21.95 | 425 | 28.88 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 12,545 | 0.03 | 782 | 5.82 | ||||
| 2025-08-12 | 13F | Bank OZK | 33,666 | -3.99 | 2,099 | 1.55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 8,117 | -20.61 | 506 | -15.95 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 3,461 | 0.00 | 216 | 5.39 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 9,959 | -39.03 | 621 | -35.45 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 151,816 | 1.14 | 9,467 | 6.97 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 97,450 | -6.85 | 6,077 | -1.49 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 38,249 | 37.67 | 2,385 | 45.60 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2,677 | 87.99 | 158 | 124.29 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 63,734 | 0.67 | 3,974 | 6.48 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 53 | 0.00 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 6,388 | -17.34 | 400 | -12.09 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 25,967 | -5.48 | 1,619 | 0.00 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 7,777 | 0.00 | 485 | 5.90 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 55,329 | -18.85 | 3,450 | -14.18 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 96,713 | -7.83 | 6,197 | 0.18 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 80,600 | 5,026 | ||||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 22,024 | 0.00 | 1,373 | 5.78 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 54,331 | 1.41 | 3,388 | 7.49 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1,089,365 | 65.32 | 67,933 | 74.86 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 370,986 | 7.75 | 23,135 | 13.96 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 14 | 1 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 90,098 | -16.40 | 5,618 | -11.58 | ||||
| 2025-08-15 | 13F | Courage Capital Management Llc | 28,000 | 0.00 | 2 | 0.00 | ||||
| 2025-04-30 | 13F | Values First Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 288,908 | 12.07 | 18,016 | 10.86 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 39,595 | 2,469 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4,581 | 286 | ||||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 3,517 | 219 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 35,554 | 2,217 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 55 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 98,087 | -1.48 | 6,171 | -1.04 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 9,740 | 0.31 | 607 | 6.12 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 108,225 | 373.92 | 6,749 | 401.34 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 7,513 | 0.00 | 469 | 5.88 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 20,568 | 0.00 | 1,283 | 5.78 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 84,302 | -5.43 | 5,257 | 0.04 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 6,820 | 425 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 14,463 | -30.78 | 902 | -26.81 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 96 | 0.00 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3,652 | 0.08 | 228 | 5.58 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 25,454 | -26.94 | 1,587 | -22.74 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 105,767 | -5.39 | 6,596 | 0.06 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 473,763 | -0.29 | 29,544 | 5.46 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 2,142 | 12.62 | 134 | 18.75 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4,314 | 269 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 6,757 | 3.40 | 421 | 9.35 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 35,801 | -0.49 | 2,233 | 5.23 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 17,115 | 7.54 | 1,067 | 13.75 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 203,565 | -0.51 | 12,808 | 6.18 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 353,713 | -4.79 | 22,058 | 0.70 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,204 | 215.31 | 137 | 234.15 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 7,250 | 0.00 | 427 | 19.27 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 80,916 | 4.13 | 5,046 | 10.13 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 10,334 | 61.44 | 644 | 70.82 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 5,818 | 0.00 | 363 | 5.54 | ||||
| 2025-08-07 | 13F | Nwam Llc | 13,748 | 0.75 | 847 | 5.35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,408,714 | -0.70 | 88,316 | 5.59 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 350 | 22 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 21,897 | -17.67 | 1,365 | -12.95 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 209,523 | -11.41 | 13,066 | -6.30 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 7,716 | 0.78 | 481 | 6.65 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 7,243 | 0.00 | 452 | 5.62 | ||||
| 2025-07-24 | 13F | Eastern Bank | 35,054 | 9.84 | 2,186 | 16.16 | ||||
| 2025-07-22 | 13F | JP Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 14,438 | -26.90 | 900 | -22.68 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 5,640 | 0.00 | 352 | 5.72 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 2,723 | -23.47 | 174 | -16.75 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4,499 | 281 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 18,211 | 0.00 | 1,136 | 5.78 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 121,621 | -19.01 | 7,584 | -14.34 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4,829 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 9,726 | 4.69 | 1 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 750 | 48.51 | 47 | 58.62 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,433,629 | -3.17 | 214,121 | 2.41 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,173 | -2.74 | 1,695 | 2.85 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,087,979 | 13.82 | 254,926 | 20.38 | ||||
| 2025-08-29 | NP | GLRBX - James Balanced: Golden Rainbow Fund Retail Class | 209,455 | 0.00 | 13,062 | 5.77 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4,740 | 13.81 | 296 | 12.17 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 211,950 | 13,217 | ||||||
| 2025-07-18 | 13F | Rogco, Lp | 211,142 | -1.22 | 13,167 | 4.47 | ||||
| 2025-08-14 | 13F | Fmr Llc | 25,423,723 | -2.67 | 1,585,423 | 2.94 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3,444 | 215 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 31,290 | -18.00 | 1,951 | -13.25 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 14,670 | 0.00 | 915 | 5.79 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 9,227 | 575 | ||||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 455,804 | -7.18 | 28,562 | -1.79 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 124 | -51.18 | 8 | -50.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 3,824 | 0.00 | 238 | 5.78 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 50,719 | 0.00 | 3,224 | 1.96 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 8,464 | 0.00 | 528 | 5.61 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 10,887 | 0.00 | 679 | 5.77 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7,459 | 6.42 | 465 | 12.59 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 67,710 | 46.03 | 4,222 | 54.48 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 51,910 | 79.89 | 3,237 | 90.30 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 309,964 | -1.38 | 19,329 | 4.31 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 50,956 | -0.83 | 3,178 | 4.89 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 6,151 | -1.90 | 384 | 3.79 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,590 | 0.00 | 99 | 6.45 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 17,943 | 0.00 | 1,119 | 5.77 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1,000 | 62 | ||||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 67,180 | -32.63 | 4,187 | -28.73 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 26,166 | 8.99 | 1,632 | 15.27 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 608,173 | -2.18 | 37,926 | 3.46 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 27,037 | 0.00 | 1,686 | 5.77 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 17,820 | 949.47 | 1 | |||||
| 2025-07-31 | 13F | Avory & Company, LLC | 20,000 | 0.00 | 1,247 | 5.77 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 91,693 | -7.50 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 159,746 | 2.03 | 9,962 | 7.91 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 725 | 0.00 | 45 | 7.14 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 5,589 | 7.07 | 349 | 13.36 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 57,252 | -5.58 | 3,570 | -0.14 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 11,775 | 105.50 | 734 | 117.80 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 7,303 | -3.30 | 455 | 2.25 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 7,795 | 6,136.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 41 | -16.33 | 3 | 0.00 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 10,249 | 141.89 | 639 | 156.63 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12,413 | -7.71 | 774 | -2.40 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3,485 | -5.99 | 217 | -0.46 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 59,627 | 1.10 | 3,718 | 6.93 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 17,535 | -29.41 | 1,093 | -25.34 | ||||
| 2025-06-25 | NP | PUDAX - PGIM Real Assets Fund Class A | 113,181 | 60.32 | 7,036 | 88.53 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 375 | 0.00 | 23 | 4.55 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 3,945 | 233 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5,427 | 1.19 | 338 | 6.96 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 22,789 | 27.39 | 1,419 | 32.65 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16,031 | 46.00 | 1,000 | 54.56 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 3,457 | 216 | ||||||
| 2025-08-04 | 13F | Mill Capital Management, LLC | 16,250 | 0.00 | 1,013 | 5.74 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 367,033 | -3.50 | 23,070 | 3.42 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 132,434 | -21.56 | 8,259 | -17.04 | ||||
| 2025-07-09 | 13F | Exchange Bank | 8,785 | 27.45 | 548 | 34.73 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 20,052 | -75.00 | 1,261 | -73.36 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 298,243 | -1.71 | 18,598 | 3.96 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 104,326 | 8.43 | 6,505 | 14.69 | ||||
| 2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 5,465 | 271 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 1,456 | 0.00 | 91 | 5.88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29,836 | 20.39 | 1,861 | 27.31 | ||||
| 2025-05-13 | 13F | Fca Corp /tx | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 413 | 0 | ||||||
| 2025-08-05 | 13F | Access Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 154,103 | 23.36 | 9,086 | 46.91 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 21,699 | -10.56 | 1,353 | -5.38 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 95,786 | -0.78 | 5,973 | 4.96 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 7,459 | -2.69 | 465 | 3.10 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 183,074 | 9.14 | 11,416 | 15.43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,896,829 | -20.93 | 866,595 | -16.37 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 80 | 0.00 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 11,443 | 0.00 | 714 | 5.79 | ||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 7,355 | -2.52 | 434 | 16.09 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 209,046 | -6.32 | 13,036 | -0.91 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 13,875 | -19.68 | 865 | -15.03 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8,141 | -0.50 | 508 | 5.19 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,514 | 18.84 | 94 | 25.33 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 240,586 | 3.24 | 15,003 | 9.19 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,129,678 | -8.33 | 70,447 | -3.04 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 12,793 | 0.00 | 798 | 5.70 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 54,482 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 376,563 | -0.46 | 23,482 | 5.28 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 13,534 | -2.51 | 844 | 3.06 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 112,359 | -19.42 | 7,007 | -14.78 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5,934 | 22.83 | 370 | 30.28 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 676,720 | 7.87 | 42,200 | 14.09 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,958 | 6.07 | 372 | 12.08 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 3,718 | 0.00 | 232 | 5.48 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27,963 | 4.49 | 1,744 | 10.53 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 119,913 | -2.74 | 7,539 | -5.33 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 6,252 | -12.29 | 390 | -7.38 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 4,525 | 0.00 | 282 | 6.02 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 871 | 0.00 | 54 | 5.88 | ||||
| 2025-05-07 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,015 | 12.78 | 63 | 18.87 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 60,633 | -6.19 | 4,225 | 10.87 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6,534 | 24.13 | 407 | 56.54 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 30,332 | -60.45 | 1,891 | -58.18 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 18,680 | 0.00 | 1,165 | 5.72 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 32,683 | 0.00 | 2,038 | 5.82 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 4,149 | 0.00 | 259 | 5.74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 245,641 | 10.00 | 15,318 | 16.35 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 53,205 | -0.05 | 3,318 | 5.70 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 17,042 | -3.94 | 1,063 | 1.53 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 47,422 | 0.00 | 2,957 | 5.76 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 12,984 | 11.26 | 810 | 17.59 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 117,426 | 0.29 | 7,323 | 6.07 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 51,748 | 4.90 | 3,289 | 13.30 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 60,735 | 16.84 | 3,787 | 23.60 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 122,316 | -2.58 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 283,060 | -29.80 | 17,652 | -25.75 | ||||
| 2025-07-22 | 13F | Prentiss Smith & Co Inc | 5,391 | 0.00 | 336 | 5.99 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 48,393 | 2.57 | 3,018 | 8.49 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 35,269 | -0.70 | 2,199 | 5.01 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 153,684 | 0.29 | 9,584 | 6.08 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 38,957 | 272.54 | 2,429 | 294.32 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 12,500 | 0.00 | 661 | 0.00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 23,880 | 561.86 | 1,489 | 602.36 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 17,160 | 0.17 | 1,070 | 5.94 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 880,573 | -9.32 | 54,920 | -4.09 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2,157 | 13.83 | 135 | 20.72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 42,079 | 422.01 | 3 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 69,642 | 0.00 | 4,343 | 5.75 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 45,626 | 67.04 | 2,845 | 76.71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 8,690 | 0.00 | 542 | 5.66 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 627,414 | -25.70 | 39,126 | -21.41 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 167,212 | -3.93 | 10,427 | 1.61 | ||||
| 2025-08-27 | NP | RMDFX - Aspiriant Defensive Allocation Fund | 1,140,646 | 0.00 | 71,131 | 5.77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10,900,901 | -2.52 | 679,780 | 3.10 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 12,402 | 0.00 | 773 | 5.75 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 79,350 | 21.06 | 4,948 | 28.05 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 259,194 | 9.30 | 16,163 | 15.61 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 66,378 | 16.42 | 4,139 | 23.15 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 26,547 | -8.01 | 1,655 | -2.70 | ||||
| 2025-08-08 | 13F | Creative Planning | 764,144 | 0.03 | 47,652 | 5.80 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 917,093 | 5.58 | 57 | 11.76 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 50,393 | 21.72 | 3,143 | 28.77 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 3,382 | 0.00 | 211 | 0.00 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1,319 | 0 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 7,112 | 0.00 | 419 | 19.03 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 685,552 | -13.86 | 42,751 | -8.90 | ||||
| 2025-07-21 | 13F | Hardman Johnston Global Advisors LLC | 3,600 | 0.00 | 224 | 5.66 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4,497 | -26.98 | 280 | -22.87 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 27,990 | -8.67 | 1,745 | -3.38 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 70,746 | 46.70 | 4,412 | 55.15 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 74,885 | -11.95 | 4,670 | -6.88 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 95 | 6 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 243,055 | -5.19 | 15,157 | 0.27 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 3,303 | -78.03 | 206 | -76.86 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 3,484 | 0.00 | 217 | 5.85 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1,124,241 | -32.41 | 70,108 | -28.51 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 6,398 | 9.26 | 399 | 15.36 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,236,715 | -0.19 | 77,122 | 5.56 | ||||
| 2025-05-14 | 13F | HAP Trading, LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | Country Club Bank /gfn | 21,763 | -12.49 | 1,342 | -7.20 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 2,195 | 0.00 | 137 | 5.43 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 5,916 | 43.18 | 369 | 51.44 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 5,913 | -45.20 | 369 | -42.14 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 112,313 | 2.98 | 7,004 | 8.91 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,806 | -3.17 | 175 | 2.35 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 61,176 | -22.23 | 3,815 | -17.77 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 6,415 | 0.00 | 400 | 5.82 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Helium Advisors LLC | 9,940 | 0.00 | 620 | 5.63 | ||||
| 2025-06-03 | 13F | Invst, LLC | 55,792 | 10.76 | 3,289 | 31.88 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6,459 | -5.96 | 403 | -0.50 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 133,809 | -15.25 | 8,344 | -10.36 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 3,472 | 217 | ||||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 120,936 | -2.10 | 7,542 | 3.54 | ||||
| 2025-07-18 | 13F | Chelsea Counsel Co | 291 | 0.00 | 18 | 5.88 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 156,113 | 1.12 | 9,735 | 6.95 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21,835 | -70.31 | 1 | -75.00 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 6,358 | -20.76 | 396 | -16.28 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 4,194 | 262 | ||||||
| 2025-07-28 | 13F | Aries Wealth Management | 6,765 | -1.24 | 422 | 4.47 | ||||
| 2025-07-21 | NP | TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares | 37,098 | -81.46 | 2,306 | -78.61 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 131,680 | -0.75 | 8,212 | 4.97 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5,017 | 0.00 | 313 | 5.76 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1,155,471 | -9.18 | 72,055 | -3.94 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 4,844 | -4.76 | 302 | 1.00 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 4,966 | 310 | ||||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 35,366 | -0.14 | 2,205 | 5.60 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 3,233 | 0.00 | 202 | 5.79 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,672,817 | 4.92 | 229,036 | 10.97 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 276 | 0.00 | 17 | 6.25 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 68,602 | -5.60 | 4,278 | -0.14 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 39,341 | -66.02 | 2,453 | -64.06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,368,429 | 2.77 | 85,335 | 8.70 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 30,411 | 41.71 | 1,896 | 49.88 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 6,577 | -1.50 | 410 | 4.33 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 5,498 | 0.00 | 343 | 5.56 | ||||
| 2025-08-12 | 13F | Graham Capital Wealth Management, Llc | 12,432 | -74.22 | 775 | -72.74 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 68,106 | -1.72 | 4,247 | 3.97 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 106,380 | 1,068.24 | 6,634 | 1,137.50 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4,100 | -11.94 | 256 | -6.93 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6,437 | 0.00 | 401 | 5.80 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4,468 | 17.02 | 279 | 23.56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,037,216 | 5.78 | 65 | 12.28 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6,581 | -79.98 | 410 | -78.71 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 22,200 | -4.10 | 1,384 | 1.54 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 147,743 | 3,754.50 | 9,213 | 3,994.67 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 45,604 | 1.97 | 2,844 | 7.85 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 25,754 | -15.34 | 1,597 | -10.99 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 83,957 | -28.40 | 5,236 | -24.27 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 16,178 | -1.17 | 1,009 | 4.46 | ||||
| 2025-08-13 | 13F | Solidarilty Wealth, LLC | 7,087 | 0.00 | 442 | 5.76 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5,882 | 5.77 | 367 | 11.93 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5,456 | -5.54 | 340 | 0.00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 42,723 | -7.22 | 2,664 | -1.84 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 632,981 | 7.11 | 39,473 | 13.28 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 18,025 | 12.50 | 1,124 | 19.07 | ||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 135,608 | 0.00 | 8,457 | 5.77 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 550 | 0.00 | 34 | 6.25 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 37,150 | 78.53 | 2,317 | 88.91 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 20,628 | 75.17 | 1,286 | 85.30 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 695 | 0.00 | 43 | 7.50 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 14,401 | 0.40 | 898 | 6.27 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 32,136 | -4.96 | 2,004 | 0.55 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 10,842 | 1.80 | 676 | 7.81 | ||||
| 2025-08-12 | 13F | Bokf, Na | 315,146 | 2.94 | 19,653 | 8.88 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 361,300 | -5.25 | 22,531 | 0.22 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 163,249 | 10,180 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 151,481 | 9,446 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 55,742 | 0.65 | 3,476 | 6.46 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1,370 | 0.00 | 85 | 6.25 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 4,554 | -33.47 | 284 | -29.78 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2,834 | 0.00 | 177 | 5.39 | ||||
| 2025-07-16 | 13F | Novem Group | 18,246 | 3.69 | 1,138 | 9.64 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 25,948 | 24.46 | 1,618 | 31.65 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 15,548 | -53.51 | 970 | -50.84 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 10,986 | -0.06 | 685 | 5.71 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 7,811 | 0.00 | 487 | 5.87 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 252,446 | -4.05 | 15,743 | -1.24 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 355,397 | 17.03 | 22,163 | 23.78 | ||||
| 2025-07-28 | 13F | Jordan Park Trust Co LLC | 18,651 | 0.00 | 1,163 | 5.82 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 12,384 | 9.70 | 772 | 16.09 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3,368 | 210 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 589,730 | 5.21 | 36,776 | 11.28 |
