Mga Batayang Estadistika
| Pemilik Institusional | 396 total, 396 long only, 0 short only, 0 long/short - change of 1.27% MRQ |
| Alokasi Portofolio Rata-rata | 0.5646 % - change of -3.71% MRQ |
| Saham Institusional (Jangka Panjang) | 183,153,725 (ex 13D/G) - change of -1.33MM shares -0.72% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,397,061 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF (US:BSCQ) memiliki 396 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 183,153,725 saham. Pemegang saham terbesar meliputi Lido Advisors, LLC, UBS Group AG, Wells Fargo & Company/mn, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, Laurel Wealth Advisors LLC, Invesco Ltd., and Hills Bank & Trust Co .
Struktur kepemilikan institusional Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF (NasdaqGM:BSCQ) 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 19.58 / share. Previously, on September 9, 2024, the share price was 19.55 / share. This represents an increase of 0.15% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 108,996 | 2.20 | 2,128 | 2.41 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 19,101 | -3.46 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 157,679 | 8.78 | 3,078 | 9.00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 796 | 16 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 266,738 | -4.89 | 5,207 | -4.70 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7,862 | -74.95 | 153 | -74.96 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1,324,108 | 4.17 | 25,847 | 4.38 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 160,456 | 5.92 | 3,132 | 6.13 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33,517 | 654 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 369,343 | 2.00 | 7,215 | 2.30 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 9,926 | -0.01 | 194 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,011,401 | 2.67 | 19,743 | 2.88 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 110,015 | 92.12 | 2,146 | 92.38 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,460 | 192.00 | 28 | 211.11 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 17,247 | -0.15 | 337 | 0.00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 31,717 | 3.65 | 619 | 3.86 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 13,600 | 60.00 | 265 | 60.61 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 68,671 | 7.10 | 1,340 | 7.29 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 76,721 | 1,498 | ||||||
| 2025-09-05 | 13F | Ghe, Llc | 12,000 | 0.00 | 234 | |||||
| 2025-07-28 | 13F | Tlwm | 1,560,875 | 0.21 | 30,468 | 0.42 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 18,294 | -13.04 | 357 | -12.71 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 13,791 | 9.74 | 269 | 10.25 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 366,709 | 4.09 | 7,158 | 4.30 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 119,488 | 11.82 | 2,332 | 12.06 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 11,283 | 12.85 | 220 | 12.89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,190,737 | 2.11 | 140,363 | 2.32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 365,691 | 20.38 | 7,138 | 20.64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,759,928 | 13.41 | 34,359 | 13.64 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 28,942 | 0.00 | 565 | 0.18 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 363,980 | 0.97 | 7,105 | 1.17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 142,836 | 3.75 | 2,788 | 3.99 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 34,715 | 4.05 | 678 | 4.31 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 25,685 | 0.00 | 501 | 0.20 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1,798,855 | 4.97 | 35,114 | 5.18 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 32,000 | -24.92 | 625 | -24.70 | ||||
| 2025-07-24 | 13F | Eastern Bank | 20,000 | -71.73 | 390 | -71.70 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 326,850 | 2.10 | 6,380 | 2.33 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 73,651 | -2.05 | 1,438 | -1.84 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 858,239 | 8.52 | 16,753 | 8.74 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 282,300 | -52.71 | 6 | -54.55 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27,702 | 68.07 | 541 | 68.22 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 655,569 | 4.24 | 12,797 | 4.46 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 14,953 | 0.00 | 292 | 0.00 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 503 | 0.00 | 10 | 0.00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,062 | -3.19 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5,014,167 | -0.57 | 97,877 | -0.37 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 15,174 | 296 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12,848 | 0.00 | 251 | 0.00 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 34,621 | -0.86 | 676 | -0.74 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 81,432 | 1,590 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,711,978 | 0.30 | 52,938 | 0.51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,237 | -75.62 | 161 | -75.61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 354,529 | -1.20 | 6,920 | -0.99 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 3,609 | 0.00 | 70 | 0.00 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 338,186 | -5.46 | 6,601 | -5.27 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 44,436 | -33.49 | 867 | -33.36 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 66,244 | -4.17 | 1,293 | -3.94 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 150 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 15,833 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 174,010 | 4.27 | 3,397 | 4.49 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 287,491 | -10.68 | 5,612 | -10.50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 70,064 | 5.84 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14,500 | 0.00 | 283 | 0.35 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 25,167 | 53.22 | 491 | 53.92 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 28,884 | 23.29 | 564 | 23.46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 7,996,275 | -17.61 | 156,087 | -17.44 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 192,909 | 1.37 | 3,766 | 1.56 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 14,612 | 20.14 | 285 | 20.76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,369 | -0.75 | 163 | -0.61 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 47,555 | 928 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11,447 | 0.00 | 223 | 0.45 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 66,924 | 7.69 | 1,306 | 7.93 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 147,771 | 7.46 | 2,884 | 7.69 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 586,843 | 11,455 | ||||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 252,749 | 4.36 | 4,936 | 4.53 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 5,444 | 0.00 | 106 | 0.00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 43,653 | -0.71 | 852 | -0.47 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,622 | 0.00 | 32 | 0.00 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 32,823 | -2.67 | 641 | -2.44 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 11,749 | -50.30 | 229 | -50.22 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2,069 | -14.68 | 40 | -14.89 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 911 | 264.40 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 308,879 | 772.39 | 6 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 42,729 | 18.64 | 832 | 20.58 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 240,202 | -1.30 | 4,689 | -1.10 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 33,051 | 0.65 | 645 | 0.94 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 47,156 | 4.44 | 920 | 4.66 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 55,923 | -2.02 | 1,092 | -1.80 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 28,121 | -14.86 | 549 | -14.77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 347,431 | -15.65 | 6,782 | -15.48 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 15,221 | -8.88 | 297 | -8.62 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 149,272 | 0.94 | 2,914 | 1.15 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 12,203 | 993.46 | 238 | 1,033.33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 193 | -69.98 | 4 | -75.00 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 149,433 | 1.96 | 2,939 | 2.94 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,305,885 | -0.92 | 25,491 | -0.72 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 26,436 | -5.17 | 516 | -4.97 | ||||
| 2025-05-06 | 13F | IMA Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 592,423 | 2.82 | 12 | 0.00 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 31,315 | -1.11 | 611 | -0.81 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,040,907 | 1,856.47 | 156 | -94.88 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 28,668 | 3.76 | 560 | 3.90 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 33,956 | -11.12 | 663 | -11.02 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13,224 | 0.00 | 258 | 0.39 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 44,869 | -1.90 | 876 | -1.80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 181,725 | -18.64 | 3,547 | -18.48 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 11,450 | -5.76 | 224 | -5.51 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 619,100 | -3.07 | 12,085 | -2.88 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 24,767 | -3.08 | 483 | -2.82 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 10,130 | -26.22 | 198 | -26.22 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 423 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 461,016 | 6.84 | 8,999 | 7.07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 134,922 | -0.65 | 2,634 | -0.45 | ||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 681,151 | 33.50 | 13,296 | 33.78 | ||||
| 2025-03-31 | NP | SMILX - SMI 50/40/10 Fund | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 10,602 | 0.00 | 207 | 0.00 | ||||
| 2025-03-31 | NP | SMIDX - SMI Dynamic Allocation Fund | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 13,525 | 0.00 | 264 | 0.38 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 141,285 | 24.50 | 3 | 0.00 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 189,415 | 3,680 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 16,963 | 56.72 | 331 | 57.62 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 994,418 | 1.91 | 19,411 | 2.12 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 80,652 | 63.86 | 1,574 | 64.30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 274,126 | 53.85 | 5,351 | 54.18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 17,488 | -2.60 | 341 | -2.29 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 48,634 | 0.00 | 949 | 0.21 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 10,408 | 0.00 | 203 | 0.50 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 750,231 | -4.62 | 14,645 | -4.43 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 49,833 | 12.94 | 973 | 13.15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,377,338 | 5.07 | 26,886 | 5.29 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 186,452 | -3.22 | 3,640 | -3.04 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 54,087 | 1.05 | 1,056 | 1.25 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 17,235 | -6.26 | 336 | -6.15 | ||||
| 2025-03-26 | NP | OASDX - Oakhurst Strategic Defined Risk Fund Institutional Class | 1,537,889 | 0.00 | 29,943 | 0.26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 213,910 | -17.39 | 4,176 | -17.23 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 63,924 | -0.71 | 1,248 | -0.56 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 597,536 | 1.47 | 11,664 | 1.67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7,380,362 | 1.96 | 144,065 | 2.17 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 240,166 | -4.70 | 4,688 | -4.50 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1,463,128 | -5.09 | 28,560 | -4.89 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 18,600 | 1.59 | 363 | 1.97 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 23,533 | 0.07 | 459 | 0.22 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 1,039 | 20 | ||||||
| 2025-07-22 | 13F | Strid Group, LLC | 61,986 | -1.80 | 1,210 | -1.63 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1,724,593 | 0.61 | 33,664 | 0.82 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 96,707 | 1.05 | 1,888 | 1.23 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 88,934 | -7.82 | 1,736 | -7.66 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 33,790 | -67.01 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 36,098 | 0.00 | 705 | 0.14 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 63,222 | 15.67 | 1,234 | 15.98 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 10,445 | -1.29 | 204 | -1.46 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 18,018 | -7.01 | 352 | -6.38 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 447,398 | -0.93 | 9 | 0.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 57,409 | 0.00 | 1,121 | 0.18 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10,256 | 0.00 | 200 | 0.50 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 85,212 | -9.52 | 1,663 | -9.32 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 582,822 | -6.68 | 11,377 | -6.49 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 181,007 | 0.08 | 3,533 | 0.28 | ||||
| 2025-07-31 | 13F | United Community Bank | 5,500 | 0.00 | 107 | 0.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2,140 | -49.44 | 42 | -50.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 12,982 | -26.46 | 253 | -26.24 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 94,418 | 0.00 | 1,843 | 0.22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,373,619 | 0.09 | 26,813 | 0.30 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 76,207 | 0.03 | 1,488 | 0.20 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 73,781 | 2.90 | 1,440 | 3.15 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 40,064 | 9.06 | 782 | 9.37 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 137,037 | 2,675 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 31,975 | -2.41 | 624 | -2.19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 791,502 | 11.84 | 15 | 15.38 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 55,767 | -9.43 | 1,089 | -9.26 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 27,188 | -29.35 | 531 | -29.24 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4,136 | 1.05 | 81 | 1.27 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,489 | 372.70 | 29 | 383.33 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 17,397 | -3.93 | 340 | -3.69 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30,686 | -3.68 | 599 | -3.55 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 201,291 | 1.26 | 3,929 | 1.47 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,589,527 | 2.97 | 31,028 | 3.18 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 25,648 | 14.14 | 501 | 14.42 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 96,317 | 4.66 | 1,880 | 4.91 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 300,704 | 6.74 | 5,870 | 6.96 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 438,142 | 10.59 | 8,553 | 10.81 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 1,223,903 | -1.40 | 23,842 | -1.40 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 113,216 | 7.69 | 2,210 | 7.91 | ||||
| 2025-04-29 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 1,580 | -12.23 | ||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 245,353 | -6.62 | 4,789 | -6.43 | ||||
| 2025-08-08 | 13F | Creative Planning | 143,367 | -6.52 | 2,799 | -6.33 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 415,107 | 3.96 | 8,103 | 4.17 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 21,716 | 424 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 15,364 | 300 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2,548,276 | -3.28 | 49,742 | -3.08 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 16,187 | 0.00 | 316 | 0.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2,994,075 | 16.03 | 58,444 | 16.27 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 172,934 | 1.17 | 3,376 | 1.38 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9,509 | -90.81 | 186 | -90.82 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 301,151 | 0.06 | 5,878 | 0.26 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 15,385 | -2.34 | 300 | -1.96 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 56,214 | -0.85 | 1,097 | -0.63 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 142,017 | 0.00 | 2,772 | 0.22 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 29,883 | -79.38 | 583 | -79.35 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 63,733 | -18.11 | 1,242 | -17.86 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 177,601 | -10.72 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,042 | 0.00 | 20 | 0.00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 59,907 | 8.67 | 1,169 | 8.95 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 46,139 | 46.46 | 901 | 46.82 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 39,539 | -0.19 | 772 | 0.00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 214,269 | -4.42 | 4,180 | -4.26 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 479,960 | 6.47 | 9,369 | 6.68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 41,182 | 0.44 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 328,572 | -11.11 | 6,414 | -10.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 18,008 | 164.40 | 352 | 165.91 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 17,919 | -0.27 | 350 | 0.00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 51,076 | -4.46 | 997 | -4.23 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 410,050 | 8,004 | ||||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 542,920 | 11.14 | 10,598 | 11.36 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 10,801 | 0.00 | 211 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 50,620 | -38.95 | 988 | -38.82 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,538 | 0.00 | 30 | 3.45 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 95,927 | 1.02 | 1,872 | 1.24 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 27,204 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 232,358 | 103.00 | 4,536 | 103.45 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 23,768 | -41.24 | 464 | -41.17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 58,793 | 2.22 | 1,148 | 2.41 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,306 | 84 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 89,404 | -1.44 | 1,745 | -1.25 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 67,944 | 0.78 | 1,326 | 0.99 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 31,177 | -89.92 | 609 | -89.91 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 123,978 | 4.69 | 2,420 | 4.94 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 19,436 | 23.46 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 56,506 | 0.00 | 1,103 | 0.18 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23,354 | 456 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 59,121 | -21.69 | 1,154 | -21.50 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,055 | 21 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,923,379 | 4.73 | 37,549 | 4.96 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 33,783 | 33.63 | 659 | 33.94 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 106,126 | 2,072 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 24,410 | -21.56 | 476 | -21.45 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 14,752 | -24.83 | 288 | -24.87 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 10,292 | 0.00 | 201 | 0.00 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 48,379 | 944 | ||||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 980,751 | 19,144 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 155,316 | 4.23 | 3,032 | 4.45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 127,007 | 9.49 | 2,479 | 9.74 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 284,022 | 3.86 | 5,544 | 4.09 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 10,541 | 0.00 | 206 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 445,639 | -0.03 | 8,699 | 0.17 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 40,302 | 5.46 | 787 | 5.65 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 195,353 | 20.40 | 3,813 | 20.66 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 33,379 | -6.97 | 652 | -6.73 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 17,021 | 1.05 | 332 | 1.22 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 12,700 | 0.00 | 248 | 0.00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 34,693 | 7.30 | 677 | 7.63 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 14,872 | 0.00 | 290 | 0.35 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 15,560 | -25.28 | 304 | -25.00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 49,302 | -0.73 | 962 | -0.52 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 31,970 | 624 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 32,370 | -27.07 | 632 | -26.97 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 288,082 | 2.82 | 5,623 | 3.04 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 543,756 | 5.56 | 10,614 | 5.79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 63,818 | -1.01 | 1,246 | -0.80 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 250,941 | 4,898 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 42,259 | 21.63 | 825 | 21.89 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 129,399 | 11.38 | 2,526 | 11.58 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 141,223 | -32.91 | 2,757 | -32.78 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 43,189 | 11.55 | 843 | 12.10 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,155 | 16.76 | 237 | 17.33 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 482,691 | 0.00 | 9,403 | 0.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 54,737 | 5.81 | 1,068 | 6.06 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 512,511 | 0.82 | 10,004 | 1.03 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 27 | 1 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 43,999 | -9.68 | 859 | -9.59 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 45,973 | 14.13 | 897 | 14.71 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 274,916 | 10.72 | 5,366 | 10.94 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 586,843 | -7.63 | 11,455 | -7.43 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 26,508 | 0.00 | 517 | 0.19 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 67,993 | 0.08 | 1,328 | 0.53 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 560 | 214 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20,300 | 7.80 | 396 | 8.20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 740,588 | 9.83 | 14,456 | 10.07 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1,581 | -67.89 | 31 | -68.42 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 11,880 | 232 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 100,072 | -87.86 | 1,953 | -87.84 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 59,223 | 1.28 | 1,156 | 1.49 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 15,100 | 0.00 | 295 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 330,414 | 25.82 | 6,446 | 26.02 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22,852 | -2.28 | 446 | -1.98 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 137,030 | 1.34 | 2,675 | 1.56 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1,237 | -7.48 | 24 | -7.69 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 119,902 | -45.52 | 2,340 | -45.42 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22,592 | 4.71 | 441 | 4.76 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 409,920 | -0.91 | 8,002 | -0.71 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 261,323 | 179.39 | 5,101 | 179.97 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 24,210 | 54.10 | 473 | 54.25 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 17,718 | -4.60 | 346 | -4.43 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 116,161 | -0.01 | 2,267 | 0.18 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 13,030 | 3.87 | 254 | 4.10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 62,002,093 | -1.77 | 1,210,281 | -1.56 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 13,152 | -24.45 | 257 | -24.48 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 250,812 | -3.22 | 4,896 | -2.84 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,800 | 0.00 | 35 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,529 | 30 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 42,770 | 307.18 | 835 | 308.82 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 29,863 | 14.32 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 862,488 | -22.01 | 17 | -23.81 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 64,767 | -18.02 | 1,264 | -17.87 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 3,219 | 0.00 | 63 | 0.00 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 60,688 | -2.15 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 357,342 | 10.60 | 6,975 | 10.82 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,980 | 39 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 261,323 | 5,101 | ||||||
| 2025-07-17 | 13F | Blossom Wealth Management | 25,725 | -2.83 | 502 | -2.52 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 93,360 | -3.11 | 1,822 | -2.93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 64,120 | -50.43 | 1,252 | -50.34 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 37,253 | -10.57 | 727 | -10.36 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,019,256 | 2.70 | 19,896 | 2.91 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 6,521 | 0.00 | 127 | 0.00 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 38,947 | 5.07 | 1 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 170 | -37.73 | 3 | -40.00 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 33,166 | 136.19 | 647 | 137.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 24,343 | 0.00 | 475 | 0.21 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 37,508 | 133.84 | 732 | 134.62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13,416 | 0.00 | 262 | 0.00 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 54,526 | 46.04 | 1,064 | 46.35 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 34,620 | 40.16 | 674 | 40.71 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 14,300 | 0.00 | 279 | 0.36 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 27,080 | -1.76 | 529 | -1.49 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 168,066 | -83.72 | 3,281 | -83.69 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 457,583 | -15.86 | 8,932 | -15.69 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 24,653 | 7.36 | 481 | 7.61 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 11,385 | 222 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10,214 | 0.00 | 199 | 0.51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 251,251 | -2.60 | 4,907 | -2.37 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 252,482 | 4.74 | 4,928 | 4.96 | ||||
| 2025-08-12 | 13F | Heron Bay Capital Management | 29,206 | 0.00 | 570 | 0.35 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14,255 | 9.96 | 278 | 10.32 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 752,055 | 22.03 | 14,680 | 22.28 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 10,146 | 198 | ||||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 59,774 | 3.27 | 1,167 | 3.46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 43,007 | -5.98 | 839 | -5.84 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 43,751 | -9.06 | 854 | -8.86 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 79,374 | -5.24 | 1,549 | -5.03 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 62,750 | 1.90 | 1,225 | 2.09 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 4,816 | -0.95 | 94 | -1.06 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 90,507 | -7.64 | 1,767 | -7.44 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 61,886 | -3.21 | 1,208 | -2.97 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 268,691 | -3.18 | 5,245 | -3.00 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10,000 | 0.00 | 195 | 0.52 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 64,124 | -10.36 | 1,252 | -10.19 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 28,170 | -7.93 | 550 | -7.89 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,033 | 0.00 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 | -82.29 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 12,570 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 207,372 | 1.30 | 4,048 | 1.50 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 205,433 | 17.27 | 4,010 | 17.53 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 19,098 | -1.94 | 373 | -1.85 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 57,512 | 1.00 | 1,123 | 1.17 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 52,900 | 1,033 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 164,831 | 14.85 | 3,218 | 15.10 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 381,764 | 2.09 | 7,452 | 2.31 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 23,380 | -17.81 | 456 | -17.69 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 25,174 | 0.21 | 491 | 0.41 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 64,546 | -2.68 | 1,260 | -2.48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14,788 | -14.88 | 289 | -14.79 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 52 | 1 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 73,098 | -62.33 | 1,427 | -62.27 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,617 | -5.60 | 32 | -6.06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 84,248 | -38.25 | 1,648 | -38.06 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 85,350 | -18.22 | 1,666 | -18.05 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 28,223 | -10.82 | 551 | -10.71 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,892 | 0.00 | 76 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49,467 | 73.46 | 965 | 73.69 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16,143 | 0.43 | 315 | 0.64 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14,394 | 0.97 | 281 | 1.08 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 42,030 | 1.04 | 820 | 1.23 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 176,717 | 1.29 | 3,450 | 1.50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 261,968 | -0.68 | 5,114 | -0.43 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 469,248 | 7.05 | 9,160 | 7.26 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 185,983 | -0.81 | 3,638 | -0.55 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17,066 | -21.21 | 333 | -20.90 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 16,820 | 0.16 | 328 | 0.31 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1,006,161 | -33.16 | 19,640 | -33.03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,317,124 | -0.04 | 84,270 | 0.17 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 97,040 | 0.56 | 1,894 | 0.80 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 25,400 | -29.00 | 496 | -28.88 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 137,120 | 24.85 | 2,677 | 25.11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,116,598 | 15.66 | 41 | 17.14 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 246,496 | 0.42 | 4,812 | 0.63 | ||||
| 2025-04-21 | 13F | McMahon Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 22,922 | 0.80 | 447 | 1.13 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1,116,372 | 15.10 | 21,792 | 15.33 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 43,564 | 1.68 | 850 | 1.92 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 136,217 | 0.52 | 2,659 | 0.72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,641,066 | 5.15 | 129,634 | 5.37 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 510,429 | 2.26 | 9,964 | 2.47 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 252,540 | 1.01 | 4,930 | 1.21 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 235,510 | 8.54 | 4,597 | 8.78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,436 | 98.89 | 28 | 100.00 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 119,659 | 0.65 | 2,336 | 0.86 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 10,546 | -1.20 | 206 | -0.97 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 185,453 | -5.32 | 3,620 | -5.11 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 295,908 | 0.63 | 5,776 | 0.84 |
