Mga Batayang Estadistika
| Saham Institusional (Jangka Panjang) | 22,924,851 - 4,415.48% (ex 13D/G) - change of 22.80MM shares 18,125.86% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 77,784,232 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Berkshire Hathaway Inc. (DE:BRH) memiliki 1465 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 22,924,851 saham. Pemegang saham terbesar meliputi Laurel Wealth Advisors LLC, Waterford Advisors, LLC, Vestor Capital, Llc, Fmr Llc, FCNTX - Fidelity Contrafund, First Manhattan Co, Norges Bank, WoodTrust Financial Corp, Vista Capital Partners, Inc., and FLCNX - Fidelity Contrafund K6 .
Struktur kepemilikan institusional Berkshire Hathaway Inc. (DB:BRH) 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%.
The share price as of September 5, 2025 is 644,500.00 / share. Previously, on September 6, 2024, the share price was 630,500.00 / share. This represents an increase of 2.22% over that period.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Hutner Capital Management Inc | 42 | -17.65 | 30,610 | -24.83 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 22 | 0.00 | 16,034 | -8.72 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 7 | -22.22 | 5,102 | -29.00 | ||||
| 2025-08-12 | 13F | Rbo & Co Llc | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-08-11 | 13F | Tower Bridge Advisors | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-28 | NP | QRVLX - FPA Queens Road Value Fund | 3 | 0.00 | 2,272 | -2.24 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 11 | 0.00 | 8,017 | -8.72 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-08 | 13F | Davis Selected Advisers | 1,065 | -31.64 | 776,172 | -37.61 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 428 | -15.58 | 311,896 | -22.97 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 30 | 0.00 | 21,864 | -8.72 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 5 | 0.00 | 3,463 | -13.16 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-27 | NP | MSEFX - Litman Gregory Masters Equity Fund Institutional Class | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-12 | 13F | Aldebaran Capital, Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 6 | 0.00 | 4,373 | -8.73 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 8 | 0.00 | 5,830 | -8.72 | ||||
| 2025-07-17 | 13F | City Holding Co | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 901 | 0.00 | 656,649 | -8.72 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2 | 0.00 | 1,530 | -8.71 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 8 | 0.00 | 5,830 | -8.72 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 29 | 314.29 | 21,135 | 278.15 | ||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 2 | 0.00 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-08-20 | 13F | Monarch Capital Management Inc/ | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1 | 0.00 | 1 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II | 43 | -12.24 | 31,338 | -19.90 | ||||
| 2025-08-12 | 13F | Enterprise Financial Services Corp | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 20 | -4.76 | 14,576 | -13.07 | ||||
| 2025-08-12 | 13F | Steginsky Capital Llc | 3 | 2 | ||||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 7 | 0.00 | 5,102 | -8.73 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10 | 233.33 | 7,164 | 206.81 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Lagoda Investment Management, L.P. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 16 | 0.00 | 11,661 | -8.73 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 12 | 9.09 | 8,746 | -8.69 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 | 729 | ||||||
| 2025-08-12 | 13F | Hikari Tsushin, Inc. | 1,127 | 0.00 | 821,358 | -8.72 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 6 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-18 | 13F/A | KP Management LLC | 6 | 0.00 | 4,373 | -8.73 | ||||
| 2025-08-11 | 13F | Long Road Investment Counsel, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Gluskin Sheff & Assoc Inc | 22 | -8.33 | 16,034 | -16.33 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 9 | 80.00 | 6,559 | 64.30 | ||||
| 2025-08-14 | 13F | Steamboat Capital Partners, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 7 | 133.33 | 5,106 | 113.15 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 95 | 0.00 | 69,236 | -8.72 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 53 | 0.00 | 38,626 | -6.57 | ||||
| 2025-07-30 | NP | FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc 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 | 67 | 6.35 | 50,746 | 3.93 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I | 15 | 0.00 | 10,932 | -8.72 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 1 | 0.00 | 729 | -5.21 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 3 | 0.00 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 6 | 0.00 | 4,373 | -8.73 | ||||
| 2025-08-06 | 13F | Yacktman Asset Management Lp | 13 | -7.14 | 9,474 | -15.24 | ||||
| 2025-05-13 | 13F | LGT Group Foundation | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Mawer Investment Management Ltd. | 811 | 18.57 | 591,057 | 8.23 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 13 | 0.00 | 9,474 | -8.72 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 1 | -66.67 | 798 | -50.95 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1 | -50.00 | 729 | -54.39 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2 | 0.00 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 5 | -16.67 | 3,644 | -23.92 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 51 | 4.08 | 37,169 | -5.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29 | -14.71 | 21,135 | -22.15 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 19 | 0.00 | 13,847 | -8.72 | ||||
| 2025-08-20 | NP | BCIFX - Blue Chip Investor Fund | 15 | 0.00 | 10,932 | -8.72 | ||||
| 2025-05-02 | 13F | Accredited Investor Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 | 20.00 | 4,373 | 9.52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7 | -12.50 | 5,102 | -20.13 | ||||
| 2025-08-14 | 13F | Utah Retirement Systems | 39 | 0.00 | 28,423 | -8.72 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 38 | 0.00 | 27,694 | -8.72 | ||||
| 2025-08-14 | 13F | Clough Capital Partners L P | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-04-29 | 13F | Burke & Herbert Bank & Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 3 | 0.00 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 12 | 0.00 | 8,746 | -8.73 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 7 | 0.00 | 5,102 | -8.73 | ||||
| 2025-07-18 | 13F | United Bank | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 1 | 0.00 | 1 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 8 | 0.00 | 6 | -16.67 | ||||
| 2025-07-24 | NP | FBKFX - Fidelity Balanced K6 Fund This fund is a listed as child fund of Fmr Llc 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 | 4 | 0.00 | 3,030 | -2.26 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 | 0.00 | 720 | -6.50 | ||||
| 2025-07-24 | NP | FBALX - Fidelity Balanced Fund This fund is a listed as child fund of Fmr Llc 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 | 94 | 0.00 | 71,196 | -2.27 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 52 | -3.70 | 37,898 | -12.10 | ||||
| 2025-08-06 | 13F | First Eagle Investment Management, LLC | 649 | -28.84 | 472,991 | -35.04 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 16 | 0.00 | 11,661 | -8.73 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Inc | 14 | 0.00 | 10,203 | -8.72 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 4 | -20.00 | 2,915 | -26.98 | ||||
| 2025-07-24 | 13F | Shikiar Asset Management Inc | 1 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | Black Point Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1 | 0.00 | 720 | -8.29 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 35 | -7.89 | 25,508 | -15.93 | ||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 | 729 | ||||||
| 2025-08-07 | 13F | Allen Holding Inc /ny | 330 | 0.00 | 240,504 | -8.72 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 | 0.00 | 5,102 | -8.73 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 9 | 0.00 | 6,559 | -8.71 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 13 | 10,380 | ||||||
| 2025-04-23 | 13F | Sabal Trust CO | 2 | 0.00 | 1,597 | 17.27 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 208 | 5.05 | 151,590 | -4.11 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-11 | 13F | Bislett Management, Llc | 35 | 0.00 | 25,508 | -8.72 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 4 | 2,915 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 74 | 0.00 | 53,931 | -8.72 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 44 | -38.03 | 32,067 | -43.43 | ||||
| 2025-07-23 | 13F | Harvey Investment Co Llc | 30 | 0.00 | 22 | -8.70 | ||||
| 2025-08-08 | 13F | Fiduciary Counselling Inc | 15 | 0.00 | 10,932 | -8.72 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-06 | 13F | Matthew 25 Management Corp | 17 | 0.00 | 12,390 | -8.72 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-22 | NP | QBA2Q - Balanced Portfolio Initial Class | 13 | 0.00 | 9,474 | -8.72 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 556 | 0.00 | 405,213 | -8.72 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 2 | 100.00 | 1,458 | 82.58 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 32 | 0.00 | 23,035 | -9.84 | ||||
| 2025-08-29 | NP | GATAX - The Gabelli Asset Fund Class A | 48 | -4.00 | 34,982 | -12.37 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 4 | 0.00 | 2,915 | -7.61 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 4 | 0.00 | 2,915 | 14.90 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 40 | -11.11 | 29,152 | -18.86 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 2 | 100.00 | 1,458 | 82.58 | ||||
| 2025-08-14 | 13F | Wallace Capital Management Inc. | 14 | 0.00 | 10,203 | -8.72 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 | -75.00 | 729 | -77.20 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 5 | -16.67 | 3,644 | -23.92 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 3 | -40.00 | 2,186 | -45.24 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 9 | 0.00 | 6,559 | -8.71 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 19 | 13,847 | ||||||
| 2025-08-13 | 13F | united american securities inc. (d/b/a uas asset management) | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-05-13 | 13F | CIBC Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 70 | 0.00 | 51,016 | -8.72 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 35 | 0.00 | 25,508 | -8.72 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 7 | 0.00 | 5,102 | -5.12 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 43 | 2.38 | 31 | -6.06 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 14 | 0.00 | 10,203 | -8.72 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 1,417 | 0.85 | 1,032,710 | -7.94 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1 | 729 | ||||||
| 2025-08-01 | 13F | Markel Corp | 1,114 | 0.00 | 811,883 | -8.72 | ||||
| 2025-06-25 | NP | SHAPX - ClearBridge Appreciation Fund Class A This fund is a listed as child fund of Clearbridge, Llc 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 | 378 | -8.03 | 302,604 | 4.79 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 32 | -8.57 | 23,322 | -16.55 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 2 | -33.33 | 1,458 | -39.16 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 | -42.86 | 2,915 | -47.84 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 3 | 0.00 | 2,395 | 17.29 | ||||
| 2025-04-23 | 13F | Penn Davis Mcfarland Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 15 | 0.00 | 10,932 | -8.72 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 86 | -1.15 | 62,677 | -9.77 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 6 | 0.00 | 4,373 | -8.73 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 6 | 0.00 | 4,317 | -8.23 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1 | -50.00 | 729 | -54.39 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 13 | -7.14 | 9,474 | -15.24 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-13 | 13F | Pacifica Capital Investments, LLC | 13 | 0.00 | 9,474 | -8.73 | ||||
| 2025-04-14 | 13F | Beach Investment Counsel Inc/pa | 1 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 75 | -26.47 | 54,660 | -27.50 | ||||
| 2025-07-15 | 13F | Sara-Bay Financial | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 12 | 0.00 | 8,746 | -8.73 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-04-23 | 13F | Harbour Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 17 | 0.00 | 12,390 | -8.72 | ||||
| 2025-07-22 | 13F | Boston Common Asset Management, LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF Shares | 111 | 0.00 | 88,860 | 13.94 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 10 | 7,288 | ||||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Elkhorn Partners Limited Partnership | 50 | 0.00 | 36,440 | 93,335.90 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 144 | 8.27 | 104,947 | -1.17 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 147 | -2.00 | 107,134 | -10.55 | ||||
| 2025-07-18 | 13F | RK Asset Management, LLC | 4 | 0.00 | 3 | -33.33 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,258 | -72.38 | 916,830 | -74.79 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8 | 0.00 | 5,600 | -12.34 | ||||
| 2025-08-26 | NP | QLMAOX - ClearBridge Variable Appreciation Portfolio Class I This fund is a listed as child fund of Clearbridge, Llc 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 | 47 | -2.08 | 34,254 | -10.62 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23 | 0.00 | 16,762 | -8.72 | ||||
| 2025-07-31 | 13F | University of Maryland Foundation, Inc. | 4 | 0.00 | 3 | -33.33 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 1 | 0.00 | 720 | -2.57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 22 | 10.00 | 16,034 | -0.83 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 15 | 0.00 | 11,977 | 17.26 | ||||
| 2025-04-11 | 13F | Tealwood Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 2 | 0.00 | 1,439 | -9.84 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 8 | 300.00 | 5,830 | 265.29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 51 | -3.77 | 37,169 | -12.17 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 1 | 729 | ||||||
| 2025-08-05 | 13F | Main Street Research LLC | 5 | -28.57 | 3,644 | -34.80 | ||||
| 2025-08-28 | NP | TEBRX - The Teberg Fund | 9 | 12.50 | 6,559 | 2.69 | ||||
| 2025-08-14 | 13F | Nia Impact Advisors, Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 18 | 0.00 | 13,118 | -8.72 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 1 | 0.00 | 729 | 7.06 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 43 | 7.50 | 31,338 | -1.88 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 36 | 0.00 | 26,237 | -8.72 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-07-16 | 13F | Northwestern University | 66 | 0.00 | 48,101 | -8.72 | ||||
| 2025-08-13 | 13F | Gardner Russo & Quinn Llc | 1,624 | -1.99 | 1,183,571 | -10.54 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-18 | 13F | Montgomery Investment Management Inc | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 5 | -28.57 | 3,644 | -34.80 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3 | -25.00 | 2,186 | -31.54 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 2 | -87.50 | 1,458 | -88.59 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 729 | ||||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 7 | 0.00 | 5,102 | -8.73 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 310 | 0.00 | 226 | -8.91 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 45 | 0.00 | 32,796 | -8.72 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 36 | 0.00 | 26,237 | -8.72 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 72 | -7.69 | 52,474 | -15.74 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12 | 0.00 | 8,746 | -8.73 | ||||
| 2025-08-14 | 13F | Crawford Investment Counsel Inc | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-06-26 | NP | Clough Global Equity Fund | 3 | 0.00 | 2,402 | 13.95 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 9 | 0.00 | 6,559 | -8.71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11 | -8.33 | 8,017 | -16.33 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 212 | 0.00 | 154,506 | -8.72 | ||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 1 | -50.00 | 729 | -54.39 | ||||
| 2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. Investor Shares | 55 | 0.00 | 40,084 | -8.72 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 | 0.00 | 729 | -7.85 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 54 | -3.57 | 39,355 | -11.98 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 46 | 0.00 | 33,525 | -8.72 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund This fund is a listed as child fund of Fmr Llc 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 | 41 | 0.00 | 29,881 | -8.72 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1 | 729 | ||||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 6 | 0.00 | 4,357 | -4.49 | ||||
| 2025-08-14 | 13F | Comerica Bank | 23 | 0.00 | 16,762 | -8.72 | ||||
| 2025-07-18 | 13F | jvl associates llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 7 | 0.00 | 5,102 | -8.73 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 274 | -8.97 | 199,691 | -16.91 | ||||
| 2025-08-13 | 13F | Davis Asset Management, L.P. | 120 | 0.00 | 87,456 | -8.72 | ||||
| 2025-05-09 | 13F | Pinney & Scofield, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 103 | -8.04 | 75 | -15.73 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 3 | 50.00 | 2,186 | 36.97 | ||||
| 2025-08-12 | 13F | Dimensional Fund Advisors Lp | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 14 | 0.00 | 10,203 | -8.72 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14 | 0.00 | 10,203 | -8.72 | ||||
| 2025-08-06 | 13F | Simmons Bank | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Punch Card Management L.P. | 145 | 0.00 | 105,676 | -8.72 | ||||
| 2025-08-13 | 13F | Edgewood Management Llc | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 40 | 0.00 | 29,152 | -8.72 | ||||
| 2025-06-26 | NP | USGRX - Growth & Income Fund Shares | 3 | -40.00 | 2,402 | -31.65 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13 | 8.33 | 9,441 | -1.14 | ||||
| 2025-08-13 | 13F | Timucuan Asset Management Inc/fl | 176 | -5.38 | 128,269 | -13.63 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 15 | 0.00 | 10,932 | -8.72 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 1 | 0.00 | 724 | -9.40 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 79 | -1.25 | 57,575 | -9.86 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 | 0.00 | 717 | -8.55 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd U.S. Sector ETF | 3 | -40.00 | 2,186 | -45.24 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-07 | 13F | Aviva Plc | 13 | -7.14 | 9,474 | -15.24 | ||||
| 2025-07-30 | 13F | Paralel Advisors LLC | 1,028 | 0.00 | 749,206 | -8.72 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 14,337 | 0.59 | 10,448,806 | -8.18 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 15 | 0.00 | 10,932 | -8.72 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-30 | 13F | Farley Capital L.p. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-31 | 13F | Lazard Freres Gestion S.A.S. | 18 | 0.00 | 13 | -7.14 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 752 | -8.40 | 548,058 | -16.39 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 17 | 6.25 | 12,390 | -3.02 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 7 | 0.00 | 5,102 | -8.73 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 14 | 0.00 | 10,203 | -8.72 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 1 | 798 | ||||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-08-06 | 13F | Swf Llc | 50 | 0.00 | 36,440 | -8.72 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 9 | 0.00 | 6,559 | -8.71 | ||||
| 2025-04-14 | 13F | Yousif Capital Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 | 729 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 1 | 0.00 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 | -70.00 | 2,186 | -72.62 | ||||
| 2025-07-14 | 13F | Harrington Investments, INC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-27 | NP | RPFGX - Davis Financial Fund Class A | 73 | 0.00 | 53,202 | -8.72 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | 5,830 | 4.31 | |||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 67 | 0.00 | 48,739 | -8.89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 | -11.11 | 5,830 | -18.86 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 5 | 66.67 | 3,644 | 52.15 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 106 | -1.85 | 77,253 | -10.41 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 21,864,000 | 72,879,900.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 5 | 3,644 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3 | 200.00 | 2,109 | 165.28 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 8 | 0.00 | 5,830 | -8.72 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 2 | 0.00 | 1,462 | -8.46 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | -80.00 | 731 | -81.68 | ||||
| 2025-08-08 | 13F | Mitsubishi UFJ Trust & Banking Corp | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 4 | 300.00 | 2,915 | 265.29 | ||||
| 2025-07-31 | 13F | Lountzis Asset Management, Llc | 1 | 0.00 | 729 | -8.66 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 1 | 729 | ||||||
| 2025-08-15 | 13F | Silicon Valley Community Foundation | 45 | 0.00 | 32,796 | -8.72 | ||||
| 2025-07-21 | 13F | Barton Investment Management | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5 | -16.67 | 3,644 | -23.92 | ||||
| 2025-08-14 | 13F | Physicians Financial Services, Inc. | 1 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | State Street Corp | 362 | 0.28 | 263,826 | -8.47 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Brandes Investment Partners, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 8 | 0.00 | 5,830 | -8.72 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 21 | 0.00 | 15,305 | -8.73 | ||||
| 2025-08-22 | NP | FNIAX - Fidelity Advisor New Insights Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,586 | 0.00 | 1,155,877 | -8.72 | ||||
| 2025-08-13 | 13F | Santa Monica Partners Lp | 4 | 0.00 | 3 | -33.33 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 23 | 360.00 | 16,762 | 319.89 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 13 | 1,200.00 | 9,474 | 1,087.22 | ||||
| 2025-08-22 | NP | FVWSX - Fidelity Series Opportunistic Insights Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,004 | 0.00 | 731,715 | -8.72 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2 | -33.33 | 1,458 | -39.16 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 26 | 0.00 | 18,949 | -8.72 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1 | 729 | ||||||
| 2025-08-04 | 13F | Iat Reinsurance Co Ltd. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 | -20.00 | 72,880 | -26.98 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 12 | 0.00 | 8,746 | -8.73 | ||||
| 2025-07-10 | 13F | Swedbank AB | 15 | -25.00 | 10,932 | -31.54 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 2 | 0.00 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 2 | 0.00 | 1 | 0.00 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 1 | 0.00 | 798 | 17.35 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 21 | 0.00 | 15,305 | -8.73 | ||||
| 2025-08-27 | NP | VBINX - Vanguard Balanced Index Fund Investor Shares | 81 | 0.00 | 59,033 | -8.72 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 9 | 0.00 | 7 | -14.29 | ||||
| 2025-04-15 | 13F | Focus Financial Network, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Saybrook Capital /nc | 22 | 0.00 | 16,034 | -8.72 | ||||
| 2025-08-12 | 13F | Councilmark Asset Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-28 | 13F | Credit Industriel Et Commercial | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 15 | 0.00 | 10,932 | -8.72 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 7 | 0.00 | 5,102 | -8.73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 264 | 0.00 | 192,403 | -8.72 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 14 | 0.00 | 10,203 | -8.72 | ||||
| 2025-08-06 | 13F | Ar Asset Management Inc | 18 | 0.00 | 13 | -7.14 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 11 | 0.00 | 8,017 | -8.72 | ||||
| 2025-08-14 | 13F | RBF Capital, LLC | 76 | 0.00 | 55,389 | -8.72 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6 | 200.00 | 4,373 | 173.93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2 | 1 | ||||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 7 | 0.00 | 5,102 | -8.73 | ||||
| 2025-07-29 | 13F | Wendell David Associates Inc | 1 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13 | 18.18 | 9,474 | 7.88 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-30 | 13F | Schulhoff & Co Inc | 11 | 0.00 | 8,017 | -8.72 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 | -66.67 | 729 | -69.60 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 | 729 | ||||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 1 | 0.00 | 798 | 0.00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 6 | 0.00 | 4,373 | -8.73 | ||||
| 2025-07-09 | 13F | Exchange Bank | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap Index Fund Institutional Shares | 13 | 0.00 | 9,846 | -2.26 | ||||
| 2025-08-14 | 13F | Royal London Asset Management Ltd | 134 | -4.96 | 97,659 | -13.25 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 382 | -1.80 | 278,402 | -10.36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 33 | 0.00 | 24,050 | -8.72 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 34 | 0.00 | 24,779 | -8.72 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 20 | 0.00 | 14,576 | -8.72 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 187 | 0.00 | 136,286 | -8.72 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 1 | 0.00 | 1 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 28 | 0.00 | 20,406 | -8.72 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 12 | 0.00 | 8,746 | -8.73 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 6 | -14.29 | 4,373 | -21.77 | ||||
| 2025-07-18 | 13F/A | Aquamarine Zurich AG | 30 | 0.00 | 22 | -8.70 | ||||
| 2025-07-14 | 13F | Scharf Investments, Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-05-07 | 13F | Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 13 | 550.00 | 9,474 | 493.61 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 3 | 0.00 | 2,182 | -8.94 | ||||
| 2025-08-04 | 13F | Mill Capital Management, LLC | 120 | -1.64 | 87,456 | -10.22 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 81 | -1.22 | 59,033 | -9.84 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 | -98.25 | 1 | -100.00 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 25 | 0.00 | 18,220 | -8.72 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 203 | 1.50 | 147,946 | -7.35 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 7 | 16.67 | 5,102 | 6.49 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 5 | -37.50 | 3,644 | -42.95 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9 | 0.00 | 6,559 | -8.71 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 315 | 48.58 | 229,572 | 35.63 | ||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 28 | 0.00 | 20,406 | -8.72 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 1 | 0.00 | 729 | 7.06 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 2 | -71.43 | 1,458 | -73.93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 35 | -2.78 | 26 | -10.71 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 1 | -87.50 | 729 | -88.60 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 729 | ||||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 7 | 0.00 | 5,102 | -8.73 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 13 | 9,808 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 11 | 0.00 | 8,017 | -8.72 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 25 | 56.25 | 18,220 | 42.62 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 3 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Night Owl Capital Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17 | 13.33 | 12,390 | 3.45 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 18 | 0.00 | 13,118 | -8.72 | ||||
| 2025-05-12 | 13F | Tranquilli Financial Advisor LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 21 | 0.00 | 15,305 | -8.73 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 112 | 38.27 | 81,626 | 26.21 | ||||
| 2025-07-10 | 13F | Security National Bank | 62 | 0.00 | 45,186 | -8.72 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-27 | NP | VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,187 | 0.00 | 865,086 | -8.72 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 1 | 0.00 | 720 | -9.79 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 117 | -0.85 | 85,270 | -9.50 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11 | 0.00 | 8,017 | -8.72 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 | 0.00 | 2,186 | 36.97 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3,848 | -0.08 | 2,804,422 | -8.79 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 7 | 5,102 | ||||||
| 2025-05-05 | 13F | Evergreen Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 64 | 3.23 | 46,643 | -5.78 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 6 | 0.00 | 4,373 | -8.73 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-14 | 13F | Ws Management Lllp | 125 | -51.36 | 91,100 | -55.60 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Palisade Capital Management Llc/nj | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-08-13 | 13F | Dodge & Cox | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8 | 0.00 | 5,830 | -8.72 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 1 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 9 | 0.00 | 6,578 | -7.51 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 6 | 0.00 | 4,373 | -8.73 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-22 | NP | FLCNX - Fidelity Contrafund K6 This fund is a listed as child fund of Fmr Llc 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 | 3,938 | 0.00 | 2,870,014 | -8.72 | ||||
| 2025-07-18 | 13F | Chelsea Counsel Co | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 3 | 0.00 | 2,185 | -7.69 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23 | 21.05 | 16,762 | 10.49 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-01 | NP | General American Investors Co Inc | 110 | 0.00 | 80,168 | 0.00 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1 | 729 | ||||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 2 | 0.00 | 1,431 | -8.80 | ||||
| 2025-08-13 | 13F | Trigran Investments, Inc. | 2,500 | 1,214 | ||||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 9 | 0.00 | 6,559 | -8.71 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 | 11.11 | 7,045 | 1.81 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 8 | 0.00 | 5,830 | -8.72 | ||||
| 2025-07-11 | 13F | Professional Advisory Services Inc | 100 | 0.00 | 1 | |||||
| 2025-07-31 | 13F | Rational Advisors Llc | 1 | -50.00 | 729 | -54.39 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 179 | -7.73 | 130,455 | -15.78 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 24 | 9.09 | 17,491 | -0.42 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Whitford Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 13 | 0.00 | 9,474 | -8.72 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2 | 1,458 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4 | -84.00 | 2,915 | -85.40 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-28 | 13F | Courant Investment Management LLC | 6 | 0.00 | 4,373 | -8.73 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 19 | 0.00 | 13,847 | -8.72 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 1 | 0.00 | 814 | -8.74 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-16 | 13F | Jentner Corp | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 529,664 | 26,483,100.00 | 2,186 | 36.97 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 1 | 729 | ||||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 6 | 0.00 | 4,373 | -8.73 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 23 | 16,762 | ||||||
| 2025-08-06 | 13F | Excalibur Management Corp | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 2 | 0.00 | 1 | 0.00 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 9 | 0.00 | 6,559 | -8.71 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 166 | 3,220.00 | 120,981 | 2,930.56 | ||||
| 2025-07-15 | 13F | Xcel Wealth Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Eschler Asset Management LLP | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Baldwin Brothers Inc/ma | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8 | 14.29 | 5,830 | 4.31 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 15 | -28.57 | 10,932 | -30.88 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 5 | 0.00 | 3,644 | 7.05 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-01 | 13F | Pavion Blue Capital, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 4 | 0.00 | 3,194 | 0.00 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 25 | 18,220 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 17 | 0.00 | 12,390 | -8.72 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 5 | -16.67 | 3,644 | -23.92 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-13 | 13F | Beutel, Goodman & Co Ltd. | 1 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 2 | 0.00 | 1,458 | -5.27 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 13 | 8.33 | 9,474 | -1.12 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 60 | 1.69 | 44 | -8.51 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 4 | -20.00 | 2,915 | -26.98 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 28 | 0.00 | 20,406 | -8.72 | ||||
| 2025-08-11 | 13F | B. Metzler seel. Sohn & Co. AG | 63 | 0.00 | 45,914 | -8.72 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 6 | 20.00 | 4,373 | 9.52 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-08-14 | 13F | Summit Street Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9 | 6,559 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-27 | NP | VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 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 | 34 | 0.00 | 24,779 | -8.72 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 39 | 50.00 | 28,423 | 36.92 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 56 | 3.70 | 40,813 | -5.34 | ||||
| 2025-08-13 | 13F | California Public Employees Retirement System | 681 | -3.13 | 496,313 | -11.58 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 11 | 0.00 | 8,017 | -8.72 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 19 | 375.00 | 13,847 | 333.67 | ||||
| 2025-07-28 | NP | NBSRX - Neuberger Berman Sustainable Equity Fund Investor Class | 32 | 0.00 | 24,237 | -2.27 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 12 | 0.00 | 8,746 | -8.73 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 1 | 729 | ||||||
| 2025-07-17 | 13F | New Perspectives, Inc | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 | 0.00 | 8,017 | -8.72 | ||||
| 2025-07-08 | 13F | Bourne Lent Asset Management Inc | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-29 | 13F | Barlow Wealth Partners, Inc. | 5 | 0.00 | 3,602 | -9.45 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 | 0.00 | 5,102 | -8.73 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 4 | 0.00 | 3 | -33.33 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | London Co Of Virginia | 10 | 0.00 | 7,288 | -8.72 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-07-30 | 13F | Fogel Capital Management, Inc. | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-08-11 | 13F | Rice Hall James & Associates, Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 17 | 0.00 | 12,138 | -8.90 | ||||
| 2025-08-18 | 13F | Ashford Capital Management Inc | 22 | 0.00 | 16,034 | -8.72 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1 | 798 | ||||||
| 2025-08-12 | 13F | Venator Management LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hunter Perkins Capital Management, LLC | 6 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 7 | 0.00 | 5,102 | -8.73 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 4 | 0.00 | 2,915 | -8.71 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 1 | 0.00 | 798 | 17.35 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 5 | 0.00 | 3,644 | -8.72 | ||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 2 | 100.00 | 1,458 | 82.58 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 26 | 0.00 | 18,949 | -8.72 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4 | 0.00 | 2,889 | -7.44 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 33 | 0.00 | 24,050 | -8.72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 144 | -1.37 | 104,947 | -9.97 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 7 | 0.00 | 5,130 | -7.95 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 2 | 0.00 | 1,458 | -8.71 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 12 | 0.00 | 8,746 | -8.73 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 11 | 0.00 | 8,017 | -8.72 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1 | 0.00 | 729 | -8.77 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 3 | 0.00 | 2,186 | -8.73 | ||||
| 2025-07-18 | 13F | Vicus Capital | 2 | -33.33 | 1,458 | -39.16 |
