Mga Batayang Estadistika
| Pemilik Institusional | 362 total, 362 long only, 0 short only, 0 long/short - change of 3.71% MRQ |
| Alokasi Portofolio Rata-rata | 0.1925 % - change of 3.97% MRQ |
| Saham Institusional (Jangka Panjang) | 9,418,536 (ex 13D/G) - change of 0.52MM shares 5.82% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 538,997 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Core 80/20 Aggressive Allocation ETF (US:AOA) memiliki 362 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 9,418,536 saham. Pemegang saham terbesar meliputi NorthStar Asset Management LLC /NJ/, Rockefeller Capital Management L.P., CX Institutional, Assetmark, Inc, GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., Mesirow Financial Investment Management, Inc., Warren Averett Asset Management, LLC, and Jim Saulnier & Associates, Llc .
Struktur kepemilikan institusional iShares Trust - iShares Core 80/20 Aggressive Allocation ETF (ARCA:AOA) 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 86.07 / share. Previously, on September 9, 2024, the share price was 75.63 / share. This represents an increase of 13.80% 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.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
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
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 8,343 | 1.61 | 696 | 10.67 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 2,617 | 0.00 | 218 | 9.00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 16,429 | 4.63 | 1,370 | 14.07 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13,571 | 3.94 | 1,132 | 13.33 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 132 | 0.00 | 11 | 10.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,067 | -0.43 | 172 | 8.86 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 19,722 | 0.05 | 1,645 | 9.09 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 476,798 | 58,402.82 | 40 | |||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 6,170 | 7.19 | 515 | 16.82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 66,168 | 3.05 | 5,518 | 12.34 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5,123 | -21.14 | 429 | -13.51 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 153 | 5.52 | 13 | 9.09 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 2,763 | 230 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 3,525 | -0.09 | 294 | 8.92 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 15,873 | -2.24 | 1,324 | 6.52 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10,145 | 1.53 | 846 | 10.73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 36,133 | -18.11 | 3,013 | -10.73 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 7,254 | 19.33 | 605 | 29.89 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 4,247 | -0.07 | 354 | 8.92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 31,218 | -0.47 | 2,604 | 9.42 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 7,099 | 0.00 | 592 | 9.02 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 12 | 1 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 32 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4,738 | 14.61 | 0 | |||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 6,620 | 28.72 | 559 | 45.95 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,180 | 0.34 | 98 | 10.11 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 63 | 0.00 | 5 | 25.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19,522 | 73.68 | 1,628 | 89.52 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 5,972 | -1.37 | 498 | 7.56 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3,397 | 283 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 2,194,158 | -0.13 | 2,221 | -8.83 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,404 | -1.64 | 200 | 7.53 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 495 | 0.00 | 41 | 10.81 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 2,896 | -6.04 | 242 | 2.55 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,911 | 4.35 | 576 | 13.83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,580 | 45.09 | 800 | 58.22 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 435 | -5.84 | 36 | 2.86 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3,595 | -1.26 | 300 | 7.55 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 136,981 | 6.61 | 11,424 | 16.23 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 155,076 | -6.98 | 12,933 | 1.41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,306 | 0.30 | 276 | 9.13 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 9,297 | 775 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 131,901 | 15.72 | 11,000 | 26.16 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 5,088 | 41.49 | 424 | 54.18 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 172,088 | 7.51 | 14,352 | 17.21 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 7,343 | -11.07 | 612 | -3.01 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 103,591 | -5.05 | 8,639 | 3.51 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,750 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 45,185 | -25.40 | 3,768 | -18.69 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 2,407 | 201 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 12,688 | 81.83 | 1,058 | 98.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13,299 | 39.86 | 1,109 | 52.54 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5,079 | 1.05 | 424 | 10.16 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 13 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4,061 | -0.42 | 339 | 8.68 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 233 | 23.28 | 19 | 35.71 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2,618 | 218 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 76,677 | 7.99 | 6,395 | 17.73 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 13,074 | 1.67 | 1,090 | 10.89 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6,166 | 56.50 | 1 | |||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 4,683 | 0.00 | 391 | 8.94 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 3,252 | -1.36 | 271 | 7.54 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3,704 | 13.90 | 316 | 26.51 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 534 | 0.00 | 44 | 10.00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 3,643 | 0.30 | 304 | 9.39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,481 | -26.29 | 374 | -19.78 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 241 | 0.00 | 22 | 5.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11,337 | 946 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,148 | 49.10 | 596 | 62.84 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8,802 | 2.52 | 734 | 11.89 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 2,417 | 0.33 | 202 | 9.24 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 88 | 0.00 | 7 | 16.67 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 225 | 0 | ||||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2,060 | 300.00 | 172 | 338.46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 56,088 | -11.58 | 4,680 | -3.56 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 22,549 | -0.75 | 1,881 | 8.17 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 2,275 | -1.56 | 190 | 7.39 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 22,908 | -0.14 | 1,895 | 14.17 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 21,910 | -0.20 | 1,827 | 8.81 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 12,525 | -3.63 | 1,036 | 10.21 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 36,349 | 21.97 | 3,032 | 33.00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 6,741 | -10.11 | 562 | -1.92 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 7,887 | 10.60 | 658 | 23.45 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8,195 | 1.06 | 683 | 13.64 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 24,330 | 1.35 | 2,029 | 10.51 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 13,584 | 14.11 | 1,133 | 24.40 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 3,160 | 5.33 | 0 | |||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 4,394 | -4.50 | 366 | 4.27 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 10,000 | -4.67 | 834 | 3.87 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 11,116 | -50.50 | 927 | -46.01 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,059 | 4.75 | 88 | 14.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2,891 | -60.14 | 221 | -60.18 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3,256 | 7.28 | 272 | 16.81 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 406 | 34 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2,581 | -12.48 | 215 | -4.44 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 4,821 | -4.74 | 402 | 3.88 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 612 | 84.89 | 0 | |||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 17,640 | 10.68 | 1,471 | 20.67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,150 | 0.18 | 430 | 9.16 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 39 | -48.00 | 3 | -40.00 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 7,906 | -29.18 | 659 | -22.74 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 146,993 | 34.33 | 12,259 | 46.45 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 33 | 0.00 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 205 | 0.00 | 17 | 13.33 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 7,034 | -1.88 | 587 | 6.93 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 113,741 | 30.45 | 9,486 | 42.22 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 83,115 | -1.85 | 6,932 | 7.01 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3,067 | 255 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 123,088 | -7.16 | 10,266 | 1.22 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 15,666 | -9.69 | 1,307 | -1.58 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 106 | 0.95 | 9 | 0.00 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 2,925 | 244 | ||||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 6,100 | 0.64 | 509 | 9.72 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6,362 | 5.00 | 531 | 14.47 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 24,989 | 0.10 | 2,084 | 9.17 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 6,307 | 64.63 | 526 | 79.52 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2,385 | 4.24 | 199 | 13.14 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 2,441 | 202 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 135,515 | -33.35 | 11,302 | -27.34 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7,220 | 4.17 | 602 | 13.58 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5,762 | 0.47 | 481 | 9.59 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 54 | 0.00 | 5 | 0.00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 8,301 | -1.50 | 692 | 7.45 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 4,155 | 0.00 | 347 | 9.15 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18 | 2 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1,036 | 0.00 | 86 | 8.86 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3,316 | -9.03 | 277 | -0.72 | ||||
| 2025-08-08 | 13F | Creative Planning | 18,798 | 39.14 | 1,568 | 51.69 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 16,475 | 5.58 | 1,260 | 5.44 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 10,046 | -12.54 | 838 | -4.67 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 3,847 | -20.29 | 320 | -10.89 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 147,980 | 2.47 | 12,342 | 11.71 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 22,693 | -4.74 | 1,893 | 3.84 | ||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 8,429 | 3.75 | 703 | 13.04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17,852 | 14.38 | 1,489 | 24.73 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,201 | -11.76 | 100 | -3.85 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,967 | 0.28 | 414 | 9.52 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 2,701 | 0.00 | 225 | 9.22 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 47 | 2.17 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 72 | 0.00 | 6 | 20.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,200 | 0.00 | 100 | 9.89 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 7,130 | -14.50 | 595 | -6.75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9,175 | 1.01 | 765 | 10.23 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 19,267 | 0.00 | 1,607 | 9.03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 45 | 0.00 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 22,833 | -0.26 | 1,904 | 8.74 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 14 | -41.67 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 6,384 | 11.53 | 532 | 21.74 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 6,637 | -3.35 | 554 | 5.33 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2,991 | 0.30 | 249 | 9.21 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,411 | -1.06 | 451 | 7.89 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 5,902 | -7.54 | 496 | 1.23 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 7,151 | 16.98 | 596 | 27.62 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 16,405 | 1.77 | 1,368 | 10.95 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 27 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13,516 | 38.36 | 1,127 | 50.87 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 267,559 | -3.01 | 22,314 | 5.73 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 79 | 6 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9,741 | -31.48 | 1 | -100.00 | ||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 25,246 | 12.41 | 2,105 | 22.38 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4,069 | 11.21 | 339 | 21.51 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 35,091 | 3.50 | 2,968 | 14.91 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 111 | 0.91 | 9 | 12.50 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 13,599 | 0.00 | 1,134 | 9.04 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 2,398 | 200 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 71,266 | 2.90 | 5,944 | 12.17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24,385 | 269.92 | 2,034 | 303.37 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 52,050 | -1.18 | 4,341 | 7.72 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 19,631 | 1.93 | 1,637 | 11.13 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 3,959 | 20.08 | 330 | 30.95 | ||||
| 2025-08-13 | 13F | ESG Planning | 5,105 | 49.66 | 426 | 63.46 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,321 | 80.71 | 110 | 100.00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 12,031 | 30.26 | 1,003 | 42.07 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,180 | 0.60 | 265 | 9.96 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4,880 | 6.39 | 407 | 16.00 | ||||
| 2025-04-25 | 13F | Strid Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14,470 | 3.57 | 1,207 | 12.92 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 12,874 | -4.61 | 1,074 | 3.97 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 7,636 | -5.65 | 637 | 2.75 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 33,370 | 0.31 | 2,783 | 9.39 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 259 | 0.00 | 22 | 10.53 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 11,934 | -8.06 | 995 | 0.30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,152 | 0.00 | 96 | 9.09 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 37 | 0.00 | 3 | 50.00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 3,037 | 14.17 | 253 | 24.63 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 85,197 | 4.03 | 7,105 | 13.43 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4,928 | 416 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 7,688 | -43.52 | 641 | -38.42 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3,010 | -0.43 | 251 | 8.66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 49,136 | 76.03 | 4,098 | 91.90 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 287 | 0.35 | 24 | 9.52 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 59,661 | 12.60 | 4,976 | 22.75 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 44 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 5,927 | 20.66 | 494 | 31.73 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 540 | -37.79 | 45 | -31.82 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 4,204 | 20.53 | 351 | 31.58 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4,000 | 0.00 | 334 | 8.82 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 191 | -32.03 | 16 | -28.57 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,748 | 6.47 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 27,967 | 0.21 | 2,332 | 9.23 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 44,305 | 3.71 | 3,695 | 13.07 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 34,129 | 1.02 | 2,846 | 10.14 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11,972 | 37.26 | 998 | 49.63 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16,579 | -14.56 | 1,383 | -6.87 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10,000 | 3.52 | 834 | 13.01 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2,994 | 250 | ||||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 4,269 | 8.96 | 356 | 19.06 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5,701 | 475 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 2,374 | 0.25 | 198 | 8.84 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 60,962 | -0.28 | 5,084 | 8.73 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 13,047 | 241.28 | 1,088 | 272.60 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 11,001 | 17.86 | 887 | 28.92 | ||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 3,693 | 0.00 | 276 | 1.85 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 642 | 0.00 | 54 | 8.16 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 259,030 | -3.07 | 21,603 | 5.68 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9,323 | 5.70 | 778 | 15.28 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 21,274 | 30.43 | 1,774 | 42.26 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 24 | 0.00 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 73 | 0.00 | 6 | 20.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 853 | 2.52 | 71 | 12.70 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3,908 | 0.96 | 326 | 9.80 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 3,966 | 18.28 | 331 | 28.91 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 5,154 | 17.78 | 430 | 28.44 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 11,411 | 6.64 | 952 | 16.26 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 6,897 | -0.10 | 528 | -0.19 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 3,129 | 1.96 | 261 | 11.11 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 45 | 0.00 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 161,080 | -9.60 | 13 | 0.00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41,538 | 1.89 | 3,464 | 11.10 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5,572 | 30.43 | 465 | 42.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15,524 | -58.24 | 1,295 | -54.48 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4,454 | 4.75 | 371 | 14.15 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 41,206 | 4.07 | 3,437 | 13.47 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6,192 | 2.13 | 474 | -0.42 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24,693 | -0.50 | 2,059 | 8.48 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 2,250 | 188 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,147 | 443.60 | 96 | 493.75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,267 | 0.00 | 106 | 9.38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9,689 | 0.31 | 808 | 9.49 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,320 | 0.00 | 110 | 10.00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 12 | 1 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 25,682 | 4.60 | 2,142 | 14.00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 20,365 | -6.21 | 1,698 | 2.23 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 880 | 0.00 | 73 | 8.96 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 512 | 0.00 | 43 | 7.69 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 118 | 0.00 | 10 | 0.00 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 9,297 | 775 | ||||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 44,925 | 2.59 | 3,747 | 11.82 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14,453 | 12.97 | 1,205 | 23.21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 13 | 9.09 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 33 | 3.12 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 970 | -0.82 | 81 | 8.11 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 29,665 | 0.90 | 2,474 | 10.00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,103 | 259 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29,585 | 5.51 | 2,467 | 15.07 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 10,931 | 1.61 | 912 | 10.83 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 4,382 | 335 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24,510 | 221.40 | 2,044 | 249.40 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,410 | 3.22 | 868 | 12.58 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,018 | 85 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 114,938 | -25.62 | 9,586 | -18.92 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 685 | -0.87 | 57 | 9.62 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14,096 | 0.27 | 1,176 | 9.30 | ||||
| 2025-04-09 | 13F | Merit Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2,391 | 201 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 83,109 | 5.90 | 6,931 | 15.46 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 20,529 | -21.51 | 1,712 | -14.40 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,073 | -6.58 | 173 | 1.78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 49,615 | 9.63 | 4,138 | 19.50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4,550 | 4.65 | 379 | 14.16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 27,467 | 14.08 | 2,291 | 24.32 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 3,476 | 2.36 | 290 | 11.58 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 6,350 | -16.13 | 530 | -8.64 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 820 | 0.00 | 63 | 0.00 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 2,769 | -3.95 | 231 | 4.55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 1,471 | -1.67 | 123 | 7.02 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | Motley Fool Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 16,525 | 9.86 | 1,378 | 19.83 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 2,507 | 209 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 6,324 | -4.49 | 527 | 4.15 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 114 | 0.00 | 10 | 12.50 | ||||
| 2025-04-28 | 13F | Equita Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6,591 | 21.78 | 550 | 32.61 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 28,900 | -0.61 | 2,410 | 8.36 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8,287 | -1.58 | 691 | 7.30 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 2,940 | -6.93 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 15,853 | 5.95 | 1,325 | 18.52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9,332 | 10.59 | 778 | 20.62 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 28,318 | 253.14 | 2,362 | 285.15 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 9,712 | 0.06 | 810 | 9.03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14,567 | 68.19 | 1,215 | 83.38 | ||||
| 2025-04-23 | 13F | Phillips Wealth Planners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 9,439 | -3.87 | 787 | 4.79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,655 | -2.88 | 138 | 5.38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,636 | 82.30 | 219 | 98.18 | ||||
| 2025-04-15 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,833 | 28.14 | 486 | 39.66 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 22,499 | 1.74 | 1,876 | 10.94 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,158 | -6.16 | 97 | 2.13 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 112 | 0.00 | 9 | 12.50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,408 | 0.35 | 701 | 9.36 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 9,885 | 3.30 | 824 | 12.57 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 18,228 | 0.00 | 1,520 | 9.04 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 953 | -0.21 | 80 | 8.22 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 62,519 | -0.98 | 5,214 | 7.95 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 63,194 | -1.29 | 5,270 | 7.62 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 2,778 | -3.47 | 232 | 3.13 | ||||
| 2025-04-10 | 13F | Smith Anglin Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 7,613 | 3.10 | 634 | 13.21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25,066 | 24.46 | 2,090 | 35.71 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 100 | 0.00 | 8 | 14.29 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 28,969 | 4.11 | 2,416 | 13.53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58,517 | 38.55 | 4,880 | 51.08 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3,356 | 6.57 | 284 | 17.92 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 4,937 | 4.35 | 411 | 13.22 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 100 | 0.00 | 8 | 33.33 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 3,068 | -4.72 | 256 | 3.66 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 7 | 1 | ||||||
| 2025-05-09 | 13F | Scotia Capital Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Martin Worley Group | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 2,467 | 206 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 2,796 | 233 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2,685 | 224 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 30,025 | 8.51 | 2,504 | 18.34 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2,472 | 206 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,015 | 1.31 | 251 | 10.57 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 3,008 | 1.72 | 251 | 17.37 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 3,315 | 276 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 4,378 | 28.27 | 365 | 39.85 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 15,862 | 189.40 | 1,323 | 215.51 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 490 | 0.00 | 37 | 0.00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 28,719 | -0.00 | 2,395 | 9.01 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 64,657 | 2.01 | 5,392 | 11.22 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 752 | 0.67 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 2,887 | 2.16 | 241 | 11.11 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6,467 | -11.56 | 539 | -3.58 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 8,602 | 2.37 | 717 | 11.51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 47,011 | 17.33 | 3,921 | 27.90 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 134,824 | -0.81 | 11,244 | 8.14 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4,327 | 32.16 | 361 | 44.00 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 24,582 | 2.59 | 2,050 | 11.84 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3,443 | 263 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2,479 | 207 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2,844 | -6.08 | 237 | 2.60 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 10,350 | 863 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 4,006 | -0.12 | 334 | 9.15 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,769 | 3.63 | 148 | 13.08 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 27,116 | -1.86 | 2,261 | 7.00 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 7,786 | -3.78 | 649 | 4.85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 34,158 | 0.15 | 2,849 | 9.16 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 302 | 43.13 | 25 | 56.25 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 658 | 55 | ||||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 5,358 | 0.15 | 447 | 9.05 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 7,877 | -0.63 | 657 | 8.25 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 3,437 | -4.02 | 287 | 4.76 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 3,483 | 4.72 | 291 | 14.17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11,116 | 32.98 | 927 | 45.07 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 499 | 0.00 | 42 | 7.89 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 2,755 | 228 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 22,181 | 1.77 | 1,850 | 10.92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 111,665 | 18.49 | 9 | 28.57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10,652 | 888 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,172 | -6.09 | 98 | 2.11 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,146 | 0.00 | 179 | 8.54 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 105 | 0.00 | 9 | 0.00 | ||||
| 2025-04-16 | 13F | Kelly Financial Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 530,852 | 1.10 | 44,273 | 10.22 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 7,664 | -1.25 | 639 | 13.30 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10,852 | 31.65 | 905 | 43.65 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 8,710 | -2.19 | 726 | 6.61 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 10,184 | 21.14 | 849 | 32.04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6,100 | 96.77 | 509 | 114.35 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 |
