Mga Batayang Estadistika
| Pemilik Institusional | 1712 total, 1710 long only, 0 short only, 2 long/short - change of 1.71% MRQ |
| Alokasi Portofolio Rata-rata | 1.7177 % - change of -9.84% MRQ |
| Saham Institusional (Jangka Panjang) | 1,109,816,824 (ex 13D/G) - change of 37.12MM shares 3.46% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 78,948,494 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Bond Index Funds - Vanguard Total Bond Market ETF (US:BND) memiliki 1712 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 1,109,816,824 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co, Creative Planning, Morgan Stanley, Vanguard Group Inc, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Allworth Financial LP, Bank Of America Corp /de/, and Sagespring Wealth Partners, Llc .
Struktur kepemilikan institusional Vanguard Bond Index Funds - Vanguard Total Bond Market ETF (NasdaqGM:BND) 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 74.27 / share. Previously, on September 9, 2024, the share price was 75.15 / share. This represents a decline of 1.17% 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 
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10,319 | -18.39 | 760 | -18.21 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11,853 | -6.88 | 873 | -6.64 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 124 | -87.94 | 9 | -88.00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4,173 | -6.18 | 307 | -5.83 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 984,103 | 2,237.26 | 72,460 | 2,244.19 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 2,929 | -0.81 | 215 | 0.94 | ||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 4,499 | 0.00 | 331 | 0.30 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 105,826 | -0.54 | 7,792 | -0.29 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 17,496,876 | 0.07 | 19,384 | 4.56 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 3,417 | -2.62 | 252 | -2.33 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 3,953 | -21.13 | 291 | -20.92 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 400,700 | 29,504 | ||||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 5,425 | 399 | ||||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 10,200 | -1.45 | 751 | -1.18 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 20,658 | -0.06 | 1,521 | 0.20 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 8,954 | -13.54 | 659 | -13.29 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 28,634 | 3,179.95 | 2,108 | 3,193.75 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1,641,785 | 2.09 | 120,885 | 2.34 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 48,691 | -3.99 | 3,585 | -3.73 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 13,326 | -0.04 | 981 | 0.20 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 5,995 | -18.71 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14,412,267 | 9.83 | 1,061,175 | 10.10 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4,883 | -18.44 | 360 | -18.22 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 5,625 | -19.15 | 414 | -18.82 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 24,557 | -12.58 | 1,808 | -12.36 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 17,173 | 2.28 | 1,264 | 2.51 | ||||
| 2025-07-30 | NP | DRAI - Draco Evolution AI ETF | 27,188 | 1,978 | ||||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 26,854 | 1.82 | 1,977 | 2.07 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 637 | 0.95 | 47 | 0.00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 25,512 | 0.00 | 1,878 | 0.27 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 31,888 | -0.24 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 69,674 | 1.58 | 5,130 | 1.85 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1,675 | 123 | ||||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 118,900 | 88.96 | 8,755 | 89.44 | ||||
| 2025-08-12 | 13F | Bokf, Na | 55,999 | 22.46 | 4,123 | 22.78 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 4,506 | -6.67 | 332 | -6.50 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 22,261 | 252.62 | 1,639 | 254.00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 150,175 | 2.42 | 11,057 | 2.67 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10,990 | 3.78 | 809 | 4.12 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 31,024 | 270.21 | 2,284 | 271.38 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 484 | 0.00 | 36 | 0.00 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 867,313 | -14.25 | 63,175 | -14.96 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 12,534 | -23.56 | 923 | -23.42 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 118,367 | 8,715 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 101,612 | 15.75 | 7,482 | 16.04 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 6,154 | -9.26 | 453 | -9.04 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 32,009 | -9.90 | 2,357 | -9.70 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 575 | 0.00 | 42 | 0.00 | ||||
| 2025-05-08 | 13F | University Of Chicago | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Awm Capital, Llc | 6,381 | -4.63 | 470 | -4.48 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 89,190 | 22.60 | 6,567 | 22.91 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 23,868 | 16.10 | 1,757 | 16.43 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 540 | 0.00 | 40 | 0.00 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 39,848 | 62.54 | 2,934 | 63.00 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1,188,284 | 3.05 | 87,493 | 3.30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 106,399 | 13.89 | 7,834 | 14.18 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 48,870 | -14.44 | 3,598 | -14.23 | ||||
| 2025-07-21 | 13F | AEGON USA Investment Management, LLC | 42,012 | -1.49 | 3,093 | -1.25 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8,595 | -13.90 | 633 | -13.78 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 63,280 | -3.98 | 4,659 | -3.74 | ||||
| 2025-05-09 | 13F | Natural Investments, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12,286 | -25.25 | 905 | -25.10 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 397,248 | 29,249 | ||||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 141,397 | 7.99 | 10,411 | 8.26 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 3,889 | 286 | ||||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 23,183 | -28.61 | 1,707 | -28.47 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9,959 | -0.65 | 733 | -0.41 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 486,791 | 0.34 | 35,842 | 0.58 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 6,089 | 448 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 352,611 | -3.28 | 25,963 | -3.05 | ||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Covestor Ltd | 9,395 | 34.62 | 1 | |||||
| 2025-05-08 | 13F | Torray Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 33,532 | 14.46 | 2,469 | 14.74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1,470,537 | -12.46 | 108,276 | -12.25 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1,693,913 | 0.43 | 124,723 | 0.68 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 8,627 | 0.96 | 635 | 1.28 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 4,335 | -10.75 | 319 | -10.39 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 300 | 22 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,251,436 | 45.46 | 92,143 | 45.81 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 93,694 | 0.86 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 10,093 | 743 | ||||||
| 2025-07-17 | 13F | Coastline Trust Co | 916 | 844.33 | 67 | 857.14 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4,773 | 5.78 | 351 | 6.04 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4,684 | -0.68 | 345 | -0.58 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 980 | 72 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,117,164 | 20.24 | 156 | 20.16 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 22,101 | -29.56 | 1,627 | -29.38 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 10,518 | -0.42 | 774 | -0.13 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 14,603 | -15.11 | 1,075 | -14.89 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 117,430 | 6.84 | 8,646 | 7.10 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 83,640 | -12.04 | 6,158 | -11.81 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 4,323 | 0.00 | 318 | 2.58 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4,781 | -32.78 | 352 | -32.57 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 5,142 | -12.94 | 379 | -12.70 | ||||
| 2025-04-24 | NP | BLUIX - BLUEPRINT GROWTH FUND Institutional Class | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 288,362 | 264.21 | 21,232 | 265.12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2,365 | 0.81 | 174 | 1.16 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 19,490 | -7.48 | 1,435 | -7.24 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 23,888 | 11.14 | 1,759 | 11.41 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26,789 | 62.50 | 1,973 | 62.98 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 100 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 115 | 8 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 6,983 | -0.94 | 514 | -0.58 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27,619 | -2.35 | 2,034 | -2.12 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1,479,230 | 55.22 | 108,911 | 60.67 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 3,087 | -91.41 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 30,850 | -2.96 | 2,271 | -2.74 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 854,729 | 17.78 | 62,934 | 20.37 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 4,223 | 0.00 | 311 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 27,971 | -5.25 | 2,060 | -5.03 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 8,527 | 0.65 | 628 | 0.80 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 37,402 | 24.33 | 2,754 | 24.63 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 38,803 | -2.65 | 2,857 | -2.39 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 15,631 | -1.54 | 1,151 | -1.37 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 20,245 | -52.28 | 1,491 | -52.18 | ||||
| 2025-05-09 | 13F | Fortis Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 1,262,853 | -4.37 | 92,984 | -4.14 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 25 | 13.64 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 992 | 3,715.38 | 73 | 7,200.00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 445,692 | 0.16 | 32,816 | 0.40 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 208 | 0.00 | 15 | 0.00 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 23,725 | -35.41 | 1,709 | -36.69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 995,261 | 1.12 | 73,281 | 1.37 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 7,929 | 584 | ||||||
| 2025-08-12 | 13F/A | Boston Partners | 43,150 | 1.99 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 26,200 | 3,881.76 | 1,929 | 4,004.26 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 127,662 | 2.77 | 9,400 | 3.01 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 18,334 | -0.14 | 1,350 | 0.07 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 923 | 0.00 | 68 | 0.00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 893 | 50.84 | 66 | 51.16 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 68,516 | -8.66 | 5,045 | -8.44 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 89,454 | -12.61 | 6,565 | -12.17 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1,757,051 | -1.93 | 129,372 | -1.69 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 26,402 | 9.87 | 1,939 | 9.73 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6,640 | -5.70 | 489 | -5.61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5,422,561 | -19.86 | 398,336 | -19.48 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 3,627 | -25.57 | 267 | -25.21 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 356,840 | 9.70 | 26,274 | 9.97 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 16,451 | -3.68 | 1,211 | -3.43 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 146,796 | -6.41 | 10,809 | 98,154.55 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 12,226 | 29.43 | 900 | 29.87 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 184 | 0.00 | 14 | 0.00 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 55,847 | -12.89 | 4,112 | -12.66 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 134 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 289,461 | 9.25 | 21,313 | 9.52 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 6,509 | -11.16 | 473 | -11.42 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 5,275 | 36.13 | 388 | 36.62 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 64,226 | -0.15 | 4,729 | 0.08 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 413,539 | 1.91 | 30,449 | 2.16 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 14,926 | -94.43 | 1,099 | -94.42 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 2,895 | 0.00 | 213 | 0.47 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 114,206 | 8,409 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 20,249 | 126.07 | 1,491 | 126.79 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 18 | 0.00 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 15,852 | -3.03 | 1,167 | -2.75 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 4,821 | 355 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4,628 | 35.01 | 341 | 35.46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 374,914 | 10.44 | 27,605 | 10.71 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 38,512 | -2.53 | 2,836 | -2.31 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 16,089 | 11.73 | 1,185 | 12.02 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 19,556 | -2.27 | 1,440 | -2.04 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3,618 | -6.46 | 266 | -6.34 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 52,619 | -42.93 | 3,874 | -42.79 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 225,866 | 4.55 | 16,604 | 4.64 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 57,381 | -2.68 | 4,225 | -2.45 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 13,497 | 93.73 | 994 | 94.32 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 13,623 | 1,003 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,534,506 | 2.31 | 111,773 | 2.54 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 29,050 | 0.00 | 2,139 | 0.23 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3,889 | -38.16 | 286 | -37.96 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,508,973 | 2.53 | 111,106 | 2.78 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 679,727 | 15.47 | 50,048 | 15.76 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 3,092 | 0.00 | 228 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 5,662 | -6.46 | 417 | -6.31 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 203,326 | 1.04 | 14,971 | 1.29 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 47,170 | 8.11 | 3,473 | 8.40 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 9,145 | -2.90 | 673 | -2.60 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 326,406 | 8.55 | 24,033 | 8.82 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 33,545 | 4.14 | 2,470 | 4.40 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 179,435 | 16.69 | 13,212 | 16.97 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 22,599 | 80.71 | 1,664 | 81.15 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 4,418 | 0.00 | 325 | 0.31 | ||||
| 2025-07-17 | 13F | City Holding Co | 31,998 | 5.79 | 2,356 | 6.03 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 9,213 | 1.97 | 678 | 2.26 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 5,437,226 | 10.02 | 398,005 | 10.93 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 3,324 | 243 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 27,522 | 1.12 | 2,026 | 1.35 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 39,800 | 0.00 | 2,896 | -1.19 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 36,934 | -21.39 | 2,719 | -21.19 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2,985 | -63.72 | 220 | -63.74 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 7,828 | 6.69 | 576 | 7.06 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7,452 | -17.92 | 549 | -17.72 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 17,835 | 4.07 | 1,313 | 4.37 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 123,674 | 3.64 | 9,106 | 3.90 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 1,639 | 9.12 | 121 | 9.09 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 44 | 3 | ||||||
| 2025-08-12 | 13F | Main Management LLC | 320,713 | 1.64 | 24 | 0.00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 7,945 | -47.87 | 585 | -47.81 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1,408 | 103 | ||||||
| 2025-04-17 | 13F | Great Lakes Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 148,013 | -0.89 | 10,898 | -0.64 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 379 | 28 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 33,538 | -10.63 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3,194 | 233 | ||||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 2,102,885 | 2.92 | 154,835 | 3.17 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 55,808 | -28.26 | 4,109 | -28.08 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 8,139 | -31.37 | 599 | -31.23 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 60,026 | 72.97 | 4,420 | 69.57 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 20,904 | -10.18 | 1,539 | -9.95 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 113,769 | -36.63 | 8,377 | -36.48 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 3,000 | 0.00 | 221 | 0.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 16,526 | -1.28 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 842,377 | 16.36 | 62,024 | 16.65 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 52,712 | 14.70 | 3,881 | 14.99 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 47,594 | 5.32 | 3,497 | 5.24 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 183,406 | 1.30 | 13,504 | 1.55 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 19,745 | -2.61 | 1,448 | -2.75 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 21,458 | -3.75 | 1,580 | -3.54 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 6 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Tenon Financial LLC | 308,340 | -8.27 | 22,703 | -8.05 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 56,476 | 4,158 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1,285,949 | 3.42 | 94,684 | 3.67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 25,247,145 | 2.24 | 1,858,947 | 2.49 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 226 | 0.00 | 17 | 0.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 60,966 | 54.91 | 4,489 | 55.29 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 169,387 | -0.05 | 12,472 | 0.19 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 92,209 | 7.00 | 6,789 | 7.27 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,088 | 0.00 | 80 | 1.27 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 190,236 | 2.38 | 14 | 7.69 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 129,905 | 0.51 | 9,565 | 2.32 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 171,262 | 0.51 | 12,610 | 0.77 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1,588,404 | 3.27 | 116,096 | 3.96 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 35,312 | -30.51 | 2,600 | -30.33 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 29,484 | -22.67 | 2,171 | -22.50 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 370,384 | -2.04 | 27,271 | -1.80 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 446,128 | 0.29 | 32,848 | 0.54 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 4,891 | 0.00 | 360 | 0.28 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 24,951 | -15.35 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3,805 | -10.47 | 280 | -10.26 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7,529 | 2.35 | 554 | 2.59 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 250 | -71.66 | 18 | -71.87 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 47,024 | -2.84 | 3,462 | -2.59 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 104,751 | 0.00 | 7,623 | -1.21 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 406 | 2.53 | 30 | 0.00 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 648,141 | -2.53 | 47,723 | -2.30 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 217,562 | -0.67 | 16,019 | -0.42 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 8,298 | -1.08 | 611 | -0.97 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 92,268 | -0.16 | 6,794 | 0.07 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 51,915 | 1.22 | 3,822 | 1.46 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 47,320 | 87.52 | 3,484 | 88.02 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 59,197 | -0.97 | 4,359 | -0.73 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 101,964 | -6.24 | 7,508 | -4.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 337,892 | 26.60 | 24,879 | 26.91 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 6,724 | 490 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3,995 | 13.79 | 294 | 14.40 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 4,417,717 | 51.70 | 325,277 | 52.07 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 13,818 | 11.68 | 1,017 | 12.00 | ||||
| 2025-08-13 | 13F | NEOS Investment Management LLC | 624,763 | 11.62 | 45,854 | 11.90 | ||||
| 2025-08-13 | 13F | ESG Planning | 210,395 | 15.65 | 15,491 | 15.94 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4,787 | -1.14 | 352 | -0.85 | ||||
| 2025-07-24 | NP | SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF | 589,848 | 7.83 | 42,923 | 6.52 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 93,693 | 0.23 | 6,899 | 0.48 | ||||
| 2025-07-11 | 13F | Bell Bank | 6,369 | 469 | ||||||
| 2025-04-11 | 13F | LPF Advisors LLC | 226,343 | 6.02 | 16,625 | 8.29 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 5,964 | -65.64 | 439 | -65.54 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8,748 | -2.16 | 644 | -1.83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 254,648 | -1.00 | 18,750 | -0.76 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 6,330 | 0.00 | 465 | 0.00 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 4,905 | -7.30 | 361 | -6.96 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 33,975 | 33.98 | 2,502 | 34.32 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 21,582 | 0.00 | 1,589 | 0.25 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 32,346 | 1.88 | 2,382 | 2.15 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 4,317 | 3.35 | 318 | 3.59 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 6,972 | -4.74 | 513 | -4.47 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 13,212 | -0.55 | 973 | 0.93 | ||||
| 2025-07-09 | 13F | Sarasin & Partners LLP | 61,366 | -6.69 | 4,518 | -6.46 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 230,512 | 5.07 | 16,973 | 5.32 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 2,747 | 272.22 | 202 | 274.07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 21,991 | -0.68 | 1,619 | -0.43 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 41,813 | -9.59 | 3,071 | -7.64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 71,093 | 8.12 | 5,235 | 8.39 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 35,235 | 11.50 | 2,594 | 11.76 | ||||
| 2025-05-28 | NP | VBINX - Vanguard Balanced Index Fund Investor Shares | 500,000 | 17.64 | 36,725 | 20.16 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 23,573 | -6.50 | 1,736 | -6.27 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 21,780 | 1,604 | ||||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 18,915 | -0.96 | 1,393 | -0.71 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 50,282 | -2.40 | 3,702 | -2.14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 135,001 | -10.70 | 9,943 | -10.49 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 32,562 | 1.49 | 2,397 | 1.74 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 6,629 | 488 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6,562 | 0.40 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 32,489 | -18.75 | 2,392 | -18.53 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 65,597 | 13.31 | 4,830 | 13.57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 461,911 | 5.70 | 34,011 | 5.96 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 6,365 | -1.01 | 469 | -0.85 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 3,128 | -1.54 | 230 | -1.29 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11,135 | -4.64 | 820 | -4.43 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5,951 | 3.60 | 438 | 4.04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,637,262 | -2.74 | 120,550 | -2.50 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12,490 | -27.31 | 920 | -27.18 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 1,749 | -7.26 | 128 | -7.25 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 12,007 | 884 | ||||||
| 2025-08-01 | 13F | Providence First Trust Co | 57,176 | 10.04 | 4,210 | 10.53 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 48 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 5,139 | -11.24 | 378 | -11.06 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 14,004 | 36.89 | 1,031 | 40.27 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 316,222 | 40.10 | 23,283 | 40.45 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 129,697 | 7.66 | 9,550 | 7.92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 1,808,815 | -0.03 | 133,129 | 0.20 | ||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 37,343 | 17.74 | 2,750 | 18.03 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 25,691 | 8.16 | 1,892 | 8.43 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 103,758 | -1.47 | 7,640 | -1.23 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 63,953 | -18.99 | 4,697 | -17.20 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 461,930 | -11.71 | 34 | -10.53 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3,378 | 249 | ||||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 159,034 | -3.49 | 11,573 | -4.66 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,762,705 | 0.69 | 277,048 | 0.93 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 811,765 | 3.45 | 59,770 | 3.70 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 243,881 | -0.51 | 17,957 | -0.27 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 7,813 | 108.68 | 575 | 109.85 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3,408 | 0.00 | 251 | 0.00 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 633,811 | 7.55 | 46,668 | 7.81 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 171,209 | 40.99 | 12,606 | 41.34 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,160,401 | 98.08 | 306,330 | 98.57 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 109,133 | 2.72 | 8,035 | 2.97 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 72,980 | 0.00 | 5,311 | -1.21 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 83,763 | 5.08 | 6,167 | 5.35 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 5,995 | -0.10 | 441 | 0.23 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2,756 | -25.61 | 202 | -26.10 | ||||
| 2025-05-08 | 13F | Fiduciary Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 567 | 189.29 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 8,553 | -9.00 | 628 | -8.99 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6,845 | 139.25 | 1 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3,313 | 242 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 171,631 | -16.37 | 12,637 | -15.22 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18,226,391 | -0.81 | 1,342,009 | -0.56 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 64,722 | 0.00 | 4,765 | 0.25 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 46,471 | -30.88 | 3,421 | -30.72 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 18,094 | -1.48 | 1,332 | -1.19 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 249 | 18 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 64,432 | 23.65 | 4,744 | 26.61 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 4,533 | 332 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3,125 | 229 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 65,108 | 4,794 | ||||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 25,754 | -3.55 | 1,896 | -3.31 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 126,895 | -32.57 | 9,343 | -32.40 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 337,903 | 3.97 | 24,880 | 4.23 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 78,303 | -9.56 | 5,765 | -9.34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 162,416 | -9.30 | 11,959 | -9.08 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 33,686 | 1.24 | 2,480 | 1.51 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 10,559 | 5.72 | 774 | 6.77 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 566,241 | -3.63 | 41,692 | -3.39 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 3,448 | 0.00 | 250 | -1.19 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 47,294 | 0.99 | 3,482 | 1.25 | ||||
| 2025-07-16 | 13F | American National Bank | 1,234 | 928.33 | 91 | 1,025.00 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 143,767 | 55.28 | 10,586 | 55.66 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 11,420 | 92.09 | 841 | 92.66 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 18,923 | -2.57 | 1,393 | -2.31 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 13,723 | -54.94 | 1,002 | -55.07 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 2,994 | 220 | ||||||
| 2025-04-14 | 13F | Lpwm Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 41,743 | -27.16 | 3,073 | -26.99 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 38,055 | 2.82 | 2,802 | 3.05 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 76,902 | 14.79 | 5,662 | 15.08 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 230,816 | 0.30 | 16,995 | 0.55 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 3,000 | 0.00 | 221 | 0.00 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 85,515 | -0.29 | 6,296 | -0.05 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 8,121 | 4.18 | 598 | 4.37 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 9,646 | 839.24 | 710 | 846.67 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 213,874 | 3.38 | 15,748 | 3.63 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,195,058 | -33.13 | 87,992 | -31.53 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 25,974 | 8.01 | 1,912 | 8.27 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 6,572 | -10.89 | 484 | -10.72 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 827,589 | -4.77 | 60,935 | -4.53 | ||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 33,031 | 1,679 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 24,976 | -5.27 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 5,655 | 0.14 | 416 | 0.48 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 348,745 | 0.35 | 25,678 | 0.60 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 37,155 | 6.12 | 2,736 | 6.38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 125,870,361 | 21.93 | 9,267,835 | 22.22 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 205,001 | 1.80 | 15,094 | 2.05 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 47,365 | 7.35 | 3,487 | 7.62 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 300,636 | 2.66 | 22,136 | 2.91 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 677 | 50 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 460 | 489.74 | 34 | 560.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 56,835 | 0.07 | 4,185 | 0.31 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1,207,134 | -3.48 | 88,881 | -3.25 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19,708 | 3.70 | 1,451 | 4.01 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 43,763 | 18.78 | 3,222 | 19.07 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 1,251,705 | 3.97 | 91,087 | 2.71 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 2,976 | -1.88 | 219 | -1.35 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 1,809,316 | 4.38 | 132,695 | 4.41 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 124,875 | -0.70 | 9,195 | -0.45 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 47,076 | -4.99 | 3,466 | -4.75 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 519,000 | 38,214 | ||||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 29,773 | -12.89 | 2,192 | -12.67 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3,693 | -25.29 | 272 | -25.34 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3,302 | 0.09 | 243 | 0.41 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 169 | 0.00 | 12 | 0.00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 16,337 | -11.38 | 1,203 | -9.28 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 710,463 | -1.53 | 52,311 | -1.29 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 23,488 | 16.23 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 537,186 | 39,553 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 19,266 | -1.08 | 1,421 | -0.14 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 21,010 | -2.14 | 1,547 | -1.90 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 39,352 | 294.86 | 2,897 | 295.77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,000 | 26.76 | 663 | 27.06 | |||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 341,537 | -10.64 | 25,147 | -10.42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6,500 | 364.29 | 479 | 368.63 | |||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21,089 | -60.36 | 1,553 | -60.29 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 13,858 | 1,020 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 51,609 | 6.14 | 3,800 | 6.38 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 3,138 | 0.00 | 230 | 2.22 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 105,155 | -4.12 | 7,743 | -3.89 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2,825 | -19.79 | 208 | -19.38 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 2,750 | 0.00 | 202 | 0.50 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 320 | 0.00 | 24 | 0.00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4,538 | -14.81 | 334 | -14.58 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 5,067 | -0.45 | 373 | 0.00 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 4,097 | 0.00 | 302 | 0.33 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 51,222 | -4.38 | 3,771 | -4.14 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 7,729 | -12.08 | 1 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 19 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 91,422 | 9.19 | 6,731 | 9.46 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 231,023 | 4.70 | 17,010 | 4.96 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 9,122 | -4.63 | 672 | -4.42 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 383,597 | 0.69 | 28,244 | 0.93 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 582 | 12.57 | 42 | 10.81 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 185 | 0.00 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5,315 | 391 | ||||||
| 2025-08-06 | 13F | Equity Investment Corp | 12,875 | 0.98 | 948 | 1.18 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 30,380 | 11.24 | 2,237 | 11.52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,402,280 | -13.47 | 177 | -13.30 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 215,883 | 3.72 | 15,895 | 3.97 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 10,185 | -39.55 | 750 | -39.45 | ||||
| 2025-05-08 | 13F | SPC Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 10,738 | -0.01 | 791 | 0.25 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 293,210 | 1.64 | 21,589 | 1.89 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 10,768 | 0.00 | 793 | 0.25 | ||||
| 2025-08-12 | 13F | Bank OZK | 3,445 | 0.00 | 254 | 0.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial | 264,976 | 7.78 | 19,510 | 8.05 | ||||
| 2025-08-12 | 13F | Prudential Plc | 39,565 | -8.10 | 2,913 | -7.87 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 6,950 | 512 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 139,593 | -25.75 | 10,195 | -25.61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,051,702 | -4.94 | 77,437 | -4.70 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 27,174 | -0.64 | 2,001 | -0.40 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,679,410 | 9.32 | 270,915 | 9.59 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 11,643 | -18.49 | 857 | -18.30 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 35,290 | 44.49 | 2,598 | 44.90 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 319,750 | 5.70 | 24 | 4.55 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 8,126 | 16.32 | 598 | 16.57 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 704 | 1.00 | 52 | 0.00 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 281,943 | -6.49 | 20,759 | -6.26 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 7,362 | 0.00 | 542 | 0.37 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 4,374 | 5.96 | 322 | 6.27 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 9,061 | -10.03 | 667 | -9.74 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 74,324 | 17.88 | 5,472 | 18.16 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 195,254 | 6.49 | 14,377 | 6.75 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 15,971 | 1,176 | ||||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 46,142 | -1.33 | 3,397 | -1.08 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 67,977 | -14.22 | 5,005 | -14.00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 9,052 | -1.72 | 666 | -1.48 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1,349,390 | -6.10 | 99,356 | -5.87 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2,270 | 167 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 342,632 | 31.73 | 25,228 | 32.06 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 1,354,860 | -1.57 | 99,758 | -1.33 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 550,751 | -2.77 | 40,552 | -2.53 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 129,456 | -50.00 | 9,532 | -49.84 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,657,402 | 17.22 | 122,035 | 17.51 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4,738 | 349 | ||||||
| 2025-07-31 | 13F | City State Bank | 104,425 | -3.36 | 7,689 | -3.14 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 193,543 | 2.48 | 14,251 | 2.73 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 9,031 | -3.27 | 665 | -3.07 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 8,563 | 0.00 | 630 | 0.32 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 588,859 | 2.39 | 43,358 | 2.64 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 494,402 | 36 | ||||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Balentine LLC | 55,038 | 26.26 | 4,052 | 26.59 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 45,513 | 3.65 | 3,351 | 3.91 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 28,531 | -0.15 | 2,101 | 0.10 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4,177 | -17.17 | 308 | -15.89 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 21,572 | 9.10 | 1,588 | 9.37 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 8,479 | -1.91 | 624 | -1.58 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 8,529 | 0.02 | 628 | 0.32 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 2,785 | 0.87 | 204 | 0.99 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 29,335 | 2 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 6,118 | 29.51 | 449 | 32.45 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 11,297 | -3.81 | 832 | -3.60 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 19,864,987 | 1.79 | 1,462,659 | 2.76 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 5,445 | 401 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 29,841 | 2.27 | 2,197 | 2.52 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 17,408 | -23.86 | 1,282 | -23.70 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 433,443 | -30.35 | 31,914 | -30.18 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3,888 | -15.84 | 286 | -15.63 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 9,155 | 1.15 | 674 | 1.51 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 37,159 | 0.00 | 2,736 | 0.22 | ||||
| 2025-08-14 | 13F | Moneda S.A. Administradora General de Fondos | 28,940 | 2.44 | 2,131 | 2.70 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 9,527 | 0.44 | 701 | 0.72 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8,992 | 0.94 | 662 | 1.22 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 99 | 0.00 | 7 | 0.00 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 49,597 | 31.41 | 3,652 | 31.75 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 15,010 | 1.07 | 1,105 | 1.38 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 1,506 | -8.84 | 111 | -9.09 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 18,995 | 3.40 | 1,399 | 3.63 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 735 | -8.58 | 54 | -8.47 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 66,760 | 3.44 | 4,916 | 3.69 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 67,792 | 22.37 | 4,992 | 22.66 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 10,406 | 2.66 | 765 | 2.82 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 60,833 | -26.91 | 4,479 | -26.72 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 13,682 | 196.60 | 1,007 | 197.93 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 308,837 | 3.24 | 22,740 | 3.49 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 736,569 | -6.07 | 54,234 | -5.84 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 169,946 | 8.05 | 12,513 | 8.32 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 67,239 | -44.10 | 4,951 | -43.97 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 1,419,285 | -1.56 | 104,502 | -1.32 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 178,177 | 2.31 | 13,119 | 2.56 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 142,009 | 6.57 | 10,453 | 6.80 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 239,624 | -54.76 | 17,643 | -54.65 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 6,831 | -4.82 | 503 | -4.74 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 5,730 | 0.00 | 422 | 0.24 | ||||
| 2025-08-12 | 13F | Sherwood Financial Partners, LLC | 475,898 | 2.51 | 35,040 | 2.76 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 711 | -36.00 | 52 | -35.80 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13,318 | -47.45 | 978 | -46.41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 309,557 | -0.35 | 23 | 0.00 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 21,406 | 41.59 | 2 | 0.00 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5,756 | 0.00 | 424 | 0.24 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3,048 | 0.63 | 224 | 0.45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 68 | 0.00 | 5 | 25.00 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 83,628 | 7.13 | 6,158 | 7.40 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 5,093 | 45.18 | 375 | 45.53 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 128,916 | -3.72 | 9,492 | -3.48 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 7,250 | -0.75 | 533 | -0.93 | ||||
| 2025-07-14 | 13F | Bank & Trust Co | 323 | 0.00 | 24 | 0.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,616 | 6.17 | 266 | 6.40 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 275,795 | -8.49 | 20,307 | -8.27 | ||||
| 2025-04-29 | 13F | Compton Wealth Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,106 | 229 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 16,936 | 5.72 | 1,247 | 6.04 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 685 | -89.94 | 50 | -89.98 | ||||
| 2025-04-16 | 13F | Armbruster Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 1,244 | 0.00 | 92 | 0.00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6,516 | -29.69 | 480 | -29.56 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5,718 | -0.49 | 421 | -0.24 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 12,403 | 17.92 | 913 | 18.26 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15,009 | 82.02 | 1,105 | 82.64 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3,093,960 | 83,838.14 | 286 | 5.56 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 8,489 | 0.26 | 625 | 0.64 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 297,628 | -5.51 | 21,914 | -5.28 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3,050 | 0.66 | 225 | 0.90 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 77,092 | 6.45 | 5,676 | 6.73 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 229,001 | 1.10 | 16,861 | 1.35 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 86,793 | 23.54 | 6,390 | 23.84 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 180 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 3,632 | 0.00 | 267 | 0.38 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1,855 | 0.00 | 137 | 0.00 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 547 | 0.00 | 40 | 0.00 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 7,818 | -1.11 | 576 | -0.86 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 11,698 | 0.53 | 861 | 0.82 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4,263 | -6.84 | 314 | -6.85 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 56 | 0.00 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 3,621 | 267 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 31,437 | -3.25 | 2,315 | -3.02 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 9,939 | -59.11 | 732 | -59.05 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3,582 | -21.62 | 264 | -21.49 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 26,424 | -8.26 | 1,946 | -8.04 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 13,490 | -30.85 | 993 | -30.66 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 3,565 | 1.25 | 262 | 1.55 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 3,861 | 284 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,151 | -45.40 | 379 | -45.23 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 30,733 | -2.89 | 2,263 | -2.67 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 50,454 | 41.21 | 3,715 | 41.54 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 530,152 | 5.34 | 39,035 | 5.60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 65,037 | 80.02 | 4,789 | 80.47 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | FIL Ltd | 206,098 | 12.47 | 15,175 | 12.74 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 85,825 | 24.77 | 6,319 | 25.08 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 106,000 | 0.00 | 7,805 | 0.24 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 45,848 | 0.00 | 3,376 | 0.24 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 173,399 | -4.51 | 12,767 | -4.27 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 31,653 | -67.18 | ||||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 44,762 | 0.11 | 3,296 | 0.37 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 13,138 | 3.12 | 967 | 3.42 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6,538 | -47.30 | 481 | -47.20 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 5,319 | -2.96 | 392 | -2.74 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 66,383 | 13.35 | 4,888 | 16.05 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 51,793 | -3.29 | 3,813 | -3.05 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 404,948 | 11.04 | 29,743 | 13.41 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 12,410 | -47.18 | 914 | -47.07 | ||||
| 2025-08-13 | 13F | Amundi | 53,192 | 54.63 | 3,897 | 53.57 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 171,093 | 18.32 | 12,598 | 18.62 | ||||
| 2025-05-13 | 13F | Camden National Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 29,694 | 61.90 | 2,186 | 62.29 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 12,155 | 8.54 | 895 | 8.76 | ||||
| 2025-07-09 | 13F | Exchange Bank | 43,229 | -6.06 | 3,183 | -5.86 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 3,465 | 249 | ||||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 16,239 | -0.65 | 1,196 | -0.42 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 23,214 | -2.50 | 1,709 | -2.23 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 37,095 | -4.78 | 2,731 | -4.54 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1,971,352 | 5.94 | 145,151 | 6.20 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 50,631 | 2.29 | 3,728 | 2.53 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 32,636 | -89.90 | 2,403 | -89.88 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 92,524 | 1.31 | 6,813 | 1.57 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 837,820 | 2.32 | 61,689 | 2.57 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 399,281 | 1.65 | 29,399 | 1.90 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 36,975 | -4.76 | 2,722 | -4.52 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 246,266 | -37.01 | 18,133 | -36.86 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15,028 | 50.46 | 1 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 58,964 | -28.76 | 4,342 | -28.59 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,490 | 599.53 | 110 | 626.67 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 3,325 | 245 | ||||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 6,550 | -17.13 | 482 | -16.90 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 101,812 | -2.71 | 7,496 | -2.47 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 55,692 | 61.94 | 4,101 | 62.31 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 6,255 | -18.24 | 461 | -18.00 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 61,985 | 0.99 | 4,564 | 1.22 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 105,441 | 7,764 | ||||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 16,125 | -5.15 | 1,187 | -4.89 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 6,905 | 508 | ||||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 5,275 | -0.90 | 388 | -0.51 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 2,907 | -43.39 | 214 | -42.01 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 394,671 | -3.21 | 28,847 | -3.69 | ||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 895,326 | -7.15 | 65,923 | -6.92 | ||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio | 1,124,045 | -4.91 | 82,763 | -4.68 | ||||
| 2025-08-08 | 13F | King Wealth | 6,143 | -4.48 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 31,706 | 181.58 | 2,335 | 179.52 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 84,212 | 0.00 | 6,201 | 0.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 88,400 | 115.61 | 6,509 | 116.14 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 111,892 | -0.43 | 8,239 | -0.18 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 49,001 | -0.67 | 3,608 | -0.41 | ||||
| 2025-06-27 | NP | TUIFX - Toews Unconstrained Income Fund | 58,700 | 179.52 | 4,314 | 184.00 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 18,627 | 2.68 | 1,361 | 3.89 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 720,347 | -0.30 | 53,039 | -0.06 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 24,301 | -4.63 | 1,789 | -4.38 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 639 | 0.00 | 47 | 2.17 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 5,113 | 0 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 5,342 | 2.77 | 393 | 3.15 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 22 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 143,520 | -6.33 | 10,567 | -6.10 | ||||
| 2025-06-03 | 13F | Invst, LLC | 7,894 | 169.24 | 580 | 175.71 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 3,336 | 0.00 | 246 | 0.00 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 200,994 | 56.50 | 14,799 | 56.89 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 132,967 | -48.17 | 9,790 | -48.04 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 142,280 | 33.04 | 10,476 | 33.37 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 29,570 | -3.97 | 2,177 | -3.72 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 110 | 0.00 | 8 | 0.00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,863 | -0.03 | 211 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 623,297 | 4.42 | 45,893 | 4.68 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,120,751 | 108.95 | 82,521 | 109.46 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 8,873 | 12.39 | 653 | 12.78 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 4,786 | 218.22 | 351 | 219.09 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 425 | 31 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 7,090 | 59.68 | 1 | |||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 4,570 | 0.00 | 336 | 0.30 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 32 | 2 | ||||||
| 2025-07-24 | 13F | Baskin Financial Services Inc. | 3,185 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20,075 | -3.13 | 1,478 | -2.89 | ||||
| 2025-08-07 | 13F | Nwam Llc | 97,549 | 1.68 | 7,183 | 1.93 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,171 | -1.93 | 86 | -1.15 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9,485 | 2.50 | 698 | 2.80 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 46,200 | -1.07 | 3,402 | -0.85 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27,871 | 91.08 | 2,543 | 137.35 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 3,856 | 284 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 112,522 | -7.11 | 8,285 | -6.89 | ||||
| 2025-05-15 | 13F | Promethium Advisors,llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 6,115 | -5.91 | 450 | -5.66 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 139,198 | -1.84 | 10,249 | -1.59 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11,043 | -3.47 | 813 | -3.21 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 4,305 | 0.00 | 317 | 0.00 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 2,943 | 4.85 | 217 | 4.85 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 15,890 | 52.99 | 1,170 | 53.41 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial | 9,680,505 | 15.37 | 712,776 | 15.65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 37,066 | -34.10 | 3 | -50.00 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 3,110 | 6.51 | 229 | 6.54 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 3,035,822 | 10.12 | 223,528 | 10.39 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Partners in Financial Planning | 900,028 | 3.99 | 66,269 | 4.25 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 62,833 | -6.36 | 4,626 | -6.13 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9,581 | -3.18 | 705 | -2.89 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 65,406 | 8.26 | 4,816 | 8.52 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 23,152 | -0.70 | 1,705 | -0.47 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 13,126 | 18.48 | 967 | 18.82 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 77,761 | -3.79 | 5,726 | -3.55 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 5,030 | 370 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 12,859 | 0.99 | 947 | 1.18 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 643 | 0.63 | 47 | 2.17 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 100,229 | 9.78 | 7,380 | 10.04 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26,924 | 3.34 | 1,982 | 3.61 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 98,660 | 29.59 | 7,236 | 29.64 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 71,472 | -0.99 | 5,262 | -0.75 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 58,774 | 2.65 | 4,328 | 2.90 | ||||
| 2025-04-14 | 13F | Gemmer Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 19,909 | 31.84 | 1,466 | 32.10 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 147,024 | 7,262.24 | 2 | -99.32 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1,145 | 84 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9,723 | -56.38 | 716 | -56.32 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 66,879 | 35.33 | 4,924 | 35.68 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1,106 | 4,324.00 | 81 | 8,000.00 |
