Mga Batayang Estadistika
| Pemilik Institusional | 647 total, 647 long only, 0 short only, 0 long/short - change of 6.23% MRQ |
| Alokasi Portofolio Rata-rata | 1.5905 % - change of 1.99% MRQ |
| Saham Institusional (Jangka Panjang) | 261,320,680 (ex 13D/G) - change of 19.90MM shares 8.24% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 8,712,317 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional International Core Equity Market ETF (US:DFAI) memiliki 647 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 261,320,680 saham. Pemegang saham terbesar meliputi Prudential Financial Inc, Envestnet Asset Management Inc, Bank Of America Corp /de/, Wiley Bros.-aintree Capital, Llc, SYM FINANCIAL Corp, Coldstream Capital Management Inc, Cable Hill Partners, LLC, Northern Trust Corp, Advanced Series Trust - Ast Prudential Growth Allocation Portfolio, and Royal Bank Of Canada .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional International Core Equity Market ETF (ARCA:DFAI) 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 35.84 / share. Previously, on September 9, 2024, the share price was 30.72 / share. This represents an increase of 16.67% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Awm Capital, Llc | 626,314 | 10.51 | 21,652 | 22.33 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 16,601 | 3.31 | 574 | 14.37 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2,272,514 | 12.77 | 78,561 | 24.83 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 334,151 | -3.72 | 11,552 | 6.58 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 902,412 | 0.98 | 31,196 | 11.78 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 282,811 | 18.88 | 9,777 | 31.59 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 82,281 | -0.38 | 2,844 | 10.28 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 36,270 | 1,254 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 30,590 | 15.73 | 1,058 | 28.12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 387,591 | -50.44 | 13,399 | -45.14 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 24,084 | -69.79 | 833 | -66.57 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 16,111,223 | -14.09 | 556,965 | -4.90 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 400,996 | 159.28 | 13,862 | 187.00 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 463,633 | -18.17 | 16,028 | -9.43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 80,573 | 3.59 | 2,835 | 13.50 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 422,124 | 1.06 | 14,593 | 11.87 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 71,303 | 2.63 | 2,227 | 9.76 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 15,367 | 1.31 | 531 | 12.26 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 534,800 | 1.59 | 18,488 | 12.46 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 33,257 | 0.15 | 1,150 | 10.80 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6,261 | 216 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 7,267 | -36.96 | 259 | -31.75 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,260,981 | 5.85 | 43,592 | 17.17 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 33,955 | 282.38 | 1,174 | 323.47 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 37,430 | 3.30 | 1,294 | 14.32 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 21,561 | -4.85 | 745 | 5.37 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 26,864 | 2.54 | 929 | 13.45 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 381,943 | 6.61 | 13,230 | 18.24 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 746,904 | 4.17 | 25,820 | 15.31 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 121,166 | 46.03 | 4,189 | 61.64 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 13,962 | 16.52 | 483 | 28.88 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 112,242 | 3.37 | 3,880 | 14.45 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 72,394 | 285.26 | 2,503 | 326.96 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,559,409 | 61.90 | 46,268 | 58.95 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 11,222 | 0.00 | 388 | 10.57 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 700,613 | 2.98 | 24,220 | 13.99 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 8,348 | 289 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 2,150,621 | 0.73 | 74,347 | 11.50 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6,009 | 208 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 730 | 0.00 | 25 | 13.64 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9,200 | 318 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 257,318 | 1.38 | 8,895 | 12.23 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 11,000 | -37.49 | 380 | -30.78 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1,736,995 | 4.58 | 60,048 | 15.76 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 573 | 20 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7,776 | 0.00 | 269 | 10.74 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 75,565 | -0.82 | 2,612 | 9.79 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 36,572 | 1.29 | 1,264 | 12.16 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 5,813 | 201 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 158,541 | 5 | ||||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 311,427 | -1.96 | 10,766 | 8.53 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 361 | -92.17 | 12 | -91.61 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 54,023 | -1.51 | 1,868 | 9.05 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 12,682 | 0.00 | 438 | 10.61 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 161,981 | 14.34 | 5,600 | 26.56 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 8,442 | 264 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8,065 | 1.24 | 237 | 13.46 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 73,686 | -0.25 | 2,547 | 10.40 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 149,660 | 3.02 | 5,174 | 14.04 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 277,128 | 5.36 | 9,580 | 16.63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 544,600 | 17.41 | 18,827 | 29.97 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 6,175 | 213 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,335,453 | 26.75 | 80,737 | 40.31 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 22,009 | -2.29 | 761 | 8.11 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 779,602 | 229.70 | 26,951 | 264.98 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 15,123 | 523 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 15,977 | 41.55 | 1 | |||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 9,030 | 0.00 | 312 | 10.64 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 32,010 | -1.73 | 1,107 | 8.75 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 366,815 | 12,681 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 157,050 | 0.59 | 5,429 | 11.36 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 18,901 | -17.12 | 653 | -8.29 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 64,016 | 2,213 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,303,959 | 3.19 | 79,648 | 14.22 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 210,492 | -1.54 | 6,574 | 5.30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 280,032 | 34.18 | 9,681 | 48.53 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 136,402 | -14.28 | 4,715 | -5.11 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6,712 | 232 | ||||||
| 2025-08-14 | 13F | Clg Llc | 86,823 | 1.38 | 3,001 | 12.23 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 21,199 | 733 | ||||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 471,334 | 2.97 | 16,294 | 13.98 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 191,500 | -8.56 | 6,620 | 1.22 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 60,525 | -7.15 | 2,092 | 2.80 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 177,394 | 22.15 | 6,133 | 35.21 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 4,188,492 | -23.83 | 144,796 | -15.68 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Asset Planning Corporation | 477,625 | 13.64 | 16,511 | 25.80 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 668,833 | 5.19 | 23,122 | 16.44 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13,377 | 92.72 | 462 | 113.89 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 114,421 | -6.49 | 4 | 0.00 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2,905,237 | 0.00 | 100,434 | 10.70 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 183,297 | 34.02 | 6,337 | 48.35 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 11,414 | 0.00 | 395 | 10.67 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 228,821 | 0.37 | 7,910 | 11.11 | ||||
| 2025-05-15 | 13F | Family Office Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1,694,354 | 3.62 | 58,574 | 14.70 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 77,874 | 6.87 | 2,692 | 18.33 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 20,824 | -0.87 | 720 | 9.60 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 82,030 | -31.99 | 2,836 | -24.72 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 249 | 0.00 | 9 | 14.29 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1,474,459 | 3.72 | 51 | 13.64 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 4,474 | 1.18 | 155 | 11.59 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 776,956 | -1.53 | 26,859 | 9.01 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 22,589 | 110.90 | 781 | 133.53 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 221,749 | -1.77 | 7,666 | 8.72 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 71,913 | 2.27 | 2,486 | 17.04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,560,622 | 281.28 | 53,951 | 322.08 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 7,011 | 8.01 | 242 | 19.80 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1,040,919 | 2.42 | 35,985 | 13.37 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 26,407 | 0.00 | 825 | 6.87 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 40,080 | -2.37 | 1,386 | 8.03 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 72,731 | -4.67 | 2,514 | 5.54 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 68,795 | 3.74 | 2,378 | 14.82 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 16,237 | 0.10 | 507 | |||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 9,827 | -40.60 | 340 | -34.30 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 39,055 | 18.29 | 1,350 | 30.94 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 90,190 | 6.13 | 3,118 | 17.49 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,008,980 | -2.47 | 34,880 | 7.96 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15,212 | 12.35 | 526 | 24.41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 93,466 | 3,231 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3,169 | 131.99 | 0 | |||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 11,896 | -37.52 | 411 | -30.81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,751 | 462.25 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 965,265 | -0.87 | 33,369 | 9.73 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 301,872 | 467.03 | 10,436 | 527.92 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 1,796,986 | 56,120 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 38,894 | 16.18 | 1,345 | 27.51 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 152,590 | -0.15 | 5,275 | 10.54 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 3,908 | 135 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 1,815 | 949.13 | 63 | 1,140.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12,794 | -3.14 | 442 | 7.28 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 744,985 | -0.39 | 25,754 | 10.26 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 395,381 | -1.29 | 13,668 | 9.27 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 85 | 0.00 | 3 | 0.00 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 4,156 | 144 | ||||||
| 2025-08-14 | 13F | RBF Capital, LLC | 130,000 | -16.13 | 4,494 | -7.15 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 393 | 14 | ||||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 83,447 | 7.30 | 2,885 | 18.78 | ||||
| 2025-07-16 | 13F | Eastover Investment Advisors LLC | 11,084 | 0.05 | 383 | 11.01 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,970 | 7.53 | 137 | 19.13 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 165,783 | -0.28 | 5,688 | 14.06 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 529,986 | 4.53 | 18,793 | 13.18 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 46 | 2.22 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 160,200 | 23.32 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49,785 | 1.42 | 1,721 | 12.34 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 8,167 | 0.96 | 282 | 11.90 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 667,493 | 10.15 | 23,075 | 21.61 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 226,024 | -1.13 | 7,814 | 9.44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,656,292 | 19.31 | 160,968 | 32.07 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 25,622 | -15.08 | 886 | -6.05 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,417 | 0.00 | 84 | 10.67 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 8,241 | 285 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 612,156 | 3.52 | 21,162 | 14.59 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 13,163 | 0.00 | 455 | 10.71 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 27,660 | 15.23 | 956 | 27.64 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,602,640 | 14.34 | 193,683 | 26.57 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 112,138 | -3.15 | 3,877 | 7.19 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 17,547 | -0.56 | 607 | 9.98 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 362,105 | 0.82 | 12,518 | 11.59 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 227,430 | 14.17 | 7,862 | 26.38 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 491,125 | 8.21 | 16,978 | 19.78 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 148,687 | 62.53 | 5,140 | 79.97 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 115,145 | 2.51 | 3,981 | 13.49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 513,154 | -8.70 | 18,186 | -0.19 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 335,019 | 6.41 | 11,582 | 17.79 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 70,004 | 78.96 | 2,420 | 98.20 | ||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 6,848 | 0.41 | 237 | 10.80 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,818 | 0.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7,206,897 | 27.50 | 249,912 | 39.65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 816,647 | 11.22 | 28 | 27.27 | ||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 36,615 | 71.43 | 1 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 153,811 | 10.66 | 5,317 | 22.51 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 426,249 | 8.04 | 14,735 | 19.59 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 430 | 15 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 386 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 10,679 | -0.48 | 369 | 10.15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,553,795 | 7.83 | 261,135 | 19.36 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 9,943 | 344 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 38,372 | -8.46 | 1,327 | 1.30 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 357,062 | 1.40 | 12,344 | 12.25 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 577,384 | 0.75 | 19,960 | 11.52 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 192,464 | 1.63 | 6,653 | 12.50 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 345,203 | -4.05 | 11,910 | 6.00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2,305 | 0.88 | 80 | 11.27 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 53,407 | 8.35 | 1,846 | 19.95 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 874,646 | -1.13 | 30,237 | 9.44 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 729,178 | -4.64 | 25,208 | 5.56 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 34,876 | 11.10 | 1,206 | 22.96 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 148,671 | 3.90 | 5,140 | 15.02 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 402,204 | 5.85 | 13,904 | 17.17 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 126,170 | 11.60 | 4,362 | 23.54 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,464 | -26.93 | 85 | -19.05 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 59,649 | -5.77 | 2,064 | 4.03 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 37,018 | 6.89 | 1,280 | 18.32 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 31 | 0.00 | 1 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 7,200 | 0.00 | 249 | 10.71 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8,128 | 0.00 | 281 | 10.67 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7,075 | 245 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,711,164 | 9.43 | 59,377 | 21.59 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 28,921 | 76.13 | 999 | 94.92 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 85,928 | -9.33 | 2,971 | 0.37 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 19,099 | 3.45 | 660 | 14.58 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 35,126 | 0.00 | 1,214 | 10.77 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 11,495 | 397 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 140,863 | 1.66 | 4,870 | 12.53 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 17,241 | 596 | ||||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Note Advisors, LLC | 336,987 | 19.43 | 11,650 | 32.19 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 48,400 | 613.02 | 3 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 173,844 | 5.70 | 6,010 | 17.00 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 17,854 | 0.00 | 617 | 10.77 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 391,108 | 0.73 | 13,521 | 11.50 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 10,338 | 105.65 | 357 | 128.85 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 364,698 | 5.37 | 12,608 | 16.63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 317,103 | 14.96 | 10,962 | 27.26 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 33,390 | 13.54 | 1,154 | 25.71 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 70,373 | 19.53 | 2,433 | 32.32 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1,120 | 35 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 121,562 | -9.17 | 4,202 | 0.55 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 36,152 | -20.43 | 1,250 | -11.92 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 80,668 | 2,789 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 129 | 0.78 | 4 | 33.33 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 28,433 | 3.37 | 983 | 14.32 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 467 | -11.55 | 16 | 0.00 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 25,368 | 74.51 | 877 | 93.38 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 10,014 | 15.10 | 346 | 27.68 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 26,284 | 158.93 | 909 | 186.44 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 5,997 | 207 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 268,351 | 4.04 | 9,207 | 14.16 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 30,580 | -36.31 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 256,988 | -7.49 | 8,884 | 2.41 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 105,979 | 7.57 | 3,664 | 19.08 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,992 | 0 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 22,056 | 3.08 | 762 | 14.07 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 486,049 | 11.20 | 16,803 | 23.06 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 6,614,559 | -0.85 | 228,665 | 9.76 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 7,709 | -94.63 | 266 | -94.07 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 22,223 | 18.26 | 768 | 31.06 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 11,323 | 391 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11,640 | 8.56 | 402 | 20.36 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 8,405 | 0.00 | 291 | 10.69 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 23,285 | -0.25 | 805 | 10.29 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 833 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 668,755 | -1.83 | 23,119 | 8.66 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 66,549 | -2.91 | 2,301 | 7.48 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 8,301 | -35.12 | 287 | -28.32 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 141,227 | 206.73 | 4,882 | 239.74 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 392,029 | 1.37 | 13,552 | 12.21 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 7,205 | 0.00 | 249 | 10.67 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,614 | 543.81 | 194 | 618.52 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1,481,884 | -2.42 | 51,229 | 8.01 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 699 | 0.29 | 24 | 14.29 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 193,419 | -2.14 | 6,687 | 8.33 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 222,671 | 8.67 | 7,698 | 20.28 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 240,852 | -28.98 | 8,326 | -21.38 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 173,114 | 5,915 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 211,329 | 6.30 | 7,306 | 25.86 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 598,397 | 20.37 | 20,687 | 33.24 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 83,776 | 87.42 | 2,896 | 107.60 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 35,272 | -1.18 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 20,698 | -3.31 | 716 | 7.04 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 380,122 | 21.76 | 13,141 | 34.78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 419,885 | 35.62 | 15 | 55.56 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 1,482,500 | 13.60 | 51,250 | 25.75 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 152,915 | -0.06 | 5,286 | 10.63 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 21,124 | 1.04 | 730 | 11.96 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 5,050 | 1,022.22 | 175 | 1,142.86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 146,951 | -1.11 | 5,080 | 9.48 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1,337 | 46 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 9,268 | -36.18 | 320 | -29.36 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 17,883 | 3.59 | 618 | 14.66 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 836,497 | 8.25 | 28,918 | 19.83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48,275 | -60.47 | 1,669 | -56.25 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 108,003 | 12.23 | 3,734 | 24.23 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 657,791 | 5.42 | 22,740 | 16.69 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 798,187 | 33.08 | 27,593 | 47.31 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 277,807 | 0.00 | 9,604 | 10.70 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 165,150 | -1.47 | 5,709 | 9.08 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 40,093 | 0.00 | 1,386 | 10.70 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9,424 | 326 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 26,580 | -0.74 | 919 | 9.81 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 234,109 | 2.41 | 8,093 | 13.36 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 15,413 | 3.51 | 533 | 14.41 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 610,675 | 6.23 | 21,111 | 17.60 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 598 | 0.00 | 21 | 11.11 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 1,204,753 | 3.36 | 41,649 | 14.42 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,133,451 | -26.66 | 39,183 | -18.82 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 7,262 | 0.00 | 251 | 11.06 | ||||
| 2025-08-14 | 13F | Betterment LLC | 864,568 | -29.25 | 30 | -23.68 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 36,572 | 24.91 | 1,264 | 38.29 | ||||
| 2025-07-24 | 13F | Benson Investment Management Company, Inc. | 13,164 | 455 | ||||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 69,354 | 12.15 | 2,398 | 24.13 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 261,001 | -4.27 | 9,023 | 5.97 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 7,700 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 24,933 | 4.27 | 862 | 15.42 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 201,755 | 20.97 | 6,973 | 33.87 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 35,721 | -1.30 | 1,235 | 9.20 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 244,461 | -11.90 | 8,451 | -2.47 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11,203 | 296.15 | 387 | 371.95 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 1,238,601 | 2.37 | 42,818 | 13.32 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 471,229 | 2.81 | 16,290 | 13.81 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 15,883 | 0.00 | 549 | 10.69 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 7,088 | 7.33 | 245 | 18.93 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 14,980 | -1.17 | 518 | 9.30 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 19,791 | 0.05 | 684 | 10.86 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 300,779 | 3.43 | 10,398 | 14.49 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 58,558 | -0.09 | 2,024 | 10.60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 177,409 | 6.64 | 6,133 | 18.06 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 1,141,667 | 3.31 | 39,467 | 14.36 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1,049,873 | 53.49 | 36,294 | 69.91 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 661,677 | -7.98 | 22,874 | 1.86 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 80,399 | 50.01 | 2,779 | 66.11 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 55,390 | -0.73 | 1,915 | 9.87 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2,182,737 | -2.49 | 75,457 | 7.94 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 140,648 | 14.39 | 4,862 | 26.65 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 421,786 | 351.59 | 14,591 | 400.21 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 39,711 | 1.97 | 1,373 | 12.83 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 662 | 0.00 | 23 | 10.00 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 295,859 | -4.58 | 10,228 | 5.62 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 154,427 | 12.97 | 5,339 | 25.04 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 80,641 | -2.33 | 2,788 | 8.11 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 340 | 0.00 | 12 | 10.00 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 110,272 | -4.43 | 3,812 | 5.80 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 43,269 | 26.65 | 1,496 | 40.24 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 52 | -98.31 | 2 | -98.96 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 764,599 | 60.79 | 26,065 | 71.34 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 55,056 | 22.15 | 1,903 | 35.25 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 209,163 | 4.71 | 7,231 | 23.97 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1,415,073 | -6.38 | 48,919 | 3.63 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 713,729 | 35.51 | 24,674 | 50.01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 62,981 | 50.42 | 2,177 | 66.31 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 16,571 | 0.00 | 573 | 10.64 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 1,318,115 | -0.29 | 41,165 | 6.65 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,175 | 0.00 | 75 | 11.94 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7,250 | 0.00 | 251 | 10.62 | ||||
| 2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 19,833 | -1.15 | 686 | 9.42 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,324 | -2.71 | 288 | 7.49 | ||||
| 2025-07-31 | 13F | City State Bank | 63,317 | 37.27 | 2,189 | 51.94 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 23,178 | -2.67 | 801 | 7.81 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 303,385 | 33.02 | 10,488 | 47.26 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 69,436 | 0.94 | 2,400 | 11.73 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 66,063 | 9.05 | 2,284 | 20.73 | ||||
| 2025-07-14 | 13F | Chico Wealth RIA | 903,255 | -2.28 | 31,226 | 8.17 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 16,176 | 0.62 | 559 | 11.35 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 13,056 | 14.30 | 451 | 26.69 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 30,342 | -0.36 | 1,049 | 10.20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9,247,357 | 24.41 | 319,680 | 37.72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,517,345 | -7.60 | 121,456 | 2.16 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 59,969 | 124.06 | 2 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10,734 | 371 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 284,280 | 37.15 | 9,828 | 51.82 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 211,310 | 12.17 | 7,305 | 24.15 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 30,725 | 45.98 | 1,062 | 61.64 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 254,760 | -0.04 | 8,807 | 10.65 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 25,987 | -5.31 | 892 | 3.97 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1,070,205 | 9.88 | 37,050 | 17.34 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 274,510 | -13.31 | 9,657 | 0.69 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 32 | 1 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 589,605 | 5.91 | 20,383 | 17.24 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,840 | -0.32 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 335,149 | 48.64 | 11,586 | 64.55 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 3,015 | 103 | ||||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 6,940 | 2.60 | 240 | 13.27 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 141,602 | 11.10 | 4,895 | 22.99 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 338,922 | 4.19 | 11,717 | 15.34 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 97,762 | 9.18 | 3,380 | 20.85 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 61,009 | 3.84 | 2,109 | 14.99 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45,403 | 16.86 | 1,570 | 29.35 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 40,446 | 22.16 | 1,263 | 30.75 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,799,682 | 62,206 | ||||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 148,834 | -3.57 | 5,145 | 6.74 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 216,769 | -7.38 | 7,494 | 2.53 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 9,627 | 13.19 | 333 | 25.28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,130,770 | 54.55 | 73,661 | 71.08 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 6,688 | 0.00 | 231 | 11.06 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7,500 | 0.00 | 259 | 10.68 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 126,672 | 1,031.81 | 4,379 | 1,243.25 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 987,085 | 7.87 | 34,124 | 19.41 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,747 | 0.00 | 60 | 7.14 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 51,385 | 1.11 | 1,776 | 11.91 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 25,640 | 17.11 | 886 | 29.72 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 177,882 | 132.78 | 6 | 200.00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6,169 | 213 | ||||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 1,759 | 0.00 | 61 | 11.11 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2,056,796 | -0.34 | 71,103 | 10.32 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 25,147 | 8.41 | 869 | 20.03 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 1,404,967 | 1.99 | 48,570 | 7.30 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 383,209 | -0.01 | 13,248 | 10.69 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 75,170 | 17.55 | 2,599 | 30.10 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16,189 | -5.63 | 560 | 4.49 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 2,526 | -49.66 | 87 | -44.23 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12,596 | -11.85 | 435 | -2.47 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 81,269 | 15.14 | 2,809 | 27.45 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 80,602 | 18.79 | 2,786 | 31.54 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 145,757 | -28.91 | 5,033 | -31.36 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7,032 | 0.53 | 243 | 11.47 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 92,117 | 3,184 | ||||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 115,643 | -0.30 | 3,998 | 10.35 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 266,420 | 140.81 | 9,210 | 166.57 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 550,740 | 1.49 | 19,039 | 12.34 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32,443 | 9.20 | 1,122 | 20.93 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 87,907 | 0.71 | 3,039 | 11.49 | ||||
| 2025-04-29 | 13F | Mills Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 279,019 | 0.00 | 8,714 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7,251 | 125.54 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 182,616 | 2.26 | 6,313 | 13.22 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 21,704 | 208.56 | 750 | 242.47 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 169,575 | -2.95 | 5,862 | 7.44 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 26,647 | 4.73 | 921 | 15.99 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 10,115 | 0.00 | 350 | 10.79 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 260,145 | -22.37 | 8,993 | -14.07 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 178,267 | 46.06 | 6,163 | 61.69 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 10,831 | 67.07 | 374 | 85.15 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 469,295 | 18.12 | 16,224 | 30.76 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 215,468 | 15.54 | 7 | 40.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,565,424 | 6.06 | 54 | 17.39 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 168,420 | -1.01 | 5,822 | 9.58 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 58,515 | 535.48 | 1,827 | 581.72 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 355,595 | 7.07 | 12,293 | 18.52 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 80,979 | 54.73 | 2,799 | 71.30 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 65,710 | -2.79 | 2,272 | 7.63 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 99,589 | 37.43 | 3,443 | 52.10 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 3,199,194 | 11.21 | 110,596 | 23.11 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 233,646 | 19.56 | 7,297 | 27.87 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 51,912 | 1,795 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 206 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 53,049 | 2.52 | 1,834 | 13.43 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2,804,100 | -15.09 | 96,938 | -5.99 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 47,996 | 0.08 | 1,659 | 10.82 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 43,195 | 182.41 | 1,493 | 213.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 740,189 | 14.06 | 25,588 | 26.27 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 134 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 21,922 | 15.28 | 758 | 27.66 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 520,351 | -0.23 | 15,194 | -0.24 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 136,275 | -0.68 | 4,711 | 9.94 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 104,583 | -2.55 | 3,615 | 7.88 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 282,828 | 1.60 | 9,777 | 12.47 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 29,488 | -3.18 | 1,019 | 7.15 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 11,520 | -33.28 | 398 | -26.16 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 90,906 | 14.40 | 3,143 | 26.64 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 64,350 | 24.22 | 2,225 | 37.54 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4,254 | 57.56 | 145 | 72.62 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 30,600 | 46.29 | 1,058 | 61.87 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 2,620 | -0.23 | 91 | 9.76 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 10,927 | -4.88 | 378 | 5.31 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 8,553 | -36.87 | 296 | -30.26 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 930,798 | 3.40 | 32,178 | 14.46 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6,645 | 230 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 218,654 | -2.27 | 7,559 | 8.17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9,301 | -74.01 | 322 | -69.25 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 23,678 | 51.68 | 819 | 67.97 | ||||
| 2025-08-05 | 13F | Burney Co/ | 10,485 | 0.00 | 362 | 10.70 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 36,384 | -1.45 | 1,258 | 9.11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 91,480 | -18.12 | 2,857 | -12.45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,115,999 | 15.20 | 73,150 | 27.52 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 11,504 | 2.74 | 398 | 13.75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1,141,097 | 4,361.07 | 39,448 | 4,843.23 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 170 | -77.03 | 6 | -78.26 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 34,782 | 0.00 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 82,389 | 133.99 | 2,848 | 159.14 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 148,782 | -8.07 | 5,143 | 1.76 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5,786,637 | 200,044 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 498,592 | -43.93 | 17,236 | -37.94 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 3,519 | 1.91 | 122 | 13.08 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 117,166 | 11.62 | 4,050 | 23.55 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 652,572 | -23.07 | 22,559 | -14.85 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 9 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 1,034,761 | -9.71 | 35,772 | -0.05 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 25,892 | 31.87 | 895 | 46.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,295 | -12.00 | 79 | -3.66 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 9,292 | -7.02 | 290 | -0.34 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 102,528 | 8.62 | 3,544 | 20.26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,040,802 | 10.17 | 35,981 | 21.95 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 723,558 | 11.04 | 24,984 | 22.77 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 16,071 | -2.65 | 556 | 7.77 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2,585,003 | 2.42 | 89,364 | 13.37 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 16,405 | 14.44 | 567 | 26.85 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 11,379 | 23.89 | 393 | 37.41 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,129 | -34.46 | 108 | -27.52 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 751,389 | 8.50 | 23,466 | 16.04 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 22,617 | -5.75 | 782 | 4.27 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 35,752 | 53.33 | 1,236 | 69.64 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,339 | 0 | ||||||
| 2025-07-11 | 13F | Scratch Capital Llc | 30,584 | -19.12 | 1,057 | -10.42 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 263,777 | 3.20 | 9,119 | 14.23 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 725,426 | -0.99 | 25,078 | 9.60 | ||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 263,613 | 900.16 | 9 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 2,050 | -97.88 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 25,847 | 0.05 | 894 | 10.79 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 921 | 0.00 | 32 | 10.71 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7,100 | 7.76 | 245 | 19.51 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 868,937 | 5.35 | 30,039 | 16.62 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 21,406 | 0.00 | 740 | 10.78 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 2,452,000 | 0.00 | 84,766 | 10.70 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12,111 | 31.20 | 419 | 45.14 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 23,366 | 44.86 | 808 | 60.44 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 396,237 | 3.20 | 14 | 18.18 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 22,203 | -37.05 | 768 | -30.34 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 50,325 | 0.00 | 1,740 | 10.69 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 410 | 0.00 | 14 | 16.67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 729,088 | 1.91 | 25,205 | 10.13 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 63,582 | 2,198 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 59,700 | 2 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,947,191 | 55.29 | 67,314 | 71.90 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 817,655 | 7.64 | 28,266 | 19.16 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 592,891 | 18.32 | 20,496 | 30.98 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 251,675 | -21.18 | 8,700 | -12.75 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 140,016 | 3.27 | 4,838 | 14.70 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 90,873 | -4.35 | 3,141 | 5.90 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 231,606 | 3.49 | 8,007 | 14.55 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 615,379 | 4.80 | 21,274 | 16.01 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 391,729 | 1.37 | 13,542 | 12.21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,500 | 190 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 8,810 | 305 | ||||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 8,233 | 1.30 | 285 | 12.25 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 13,830 | 12.90 | 478 | 25.13 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 281,124 | 15.81 | 9,718 | 28.19 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 7,559 | 261 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 125,360 | 24.42 | 4,334 | 37.73 | ||||
| 2025-08-06 | 13F | Prodigy Asset Management LLC | 172,357 | 9.03 | 5,958 | 20.68 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 30,715 | 1,062 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 63,425 | -11.11 | 2,193 | -1.62 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 643,467 | 4.41 | 22,219 | 22.21 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 52,483 | -1.33 | 1,814 | 9.21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 186,474 | 30.26 | 6,446 | 44.21 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13,121 | 67.79 | 459 | 88.11 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11,611 | 0 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 4,668,850 | -15.52 | 161,402 | -6.48 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 41,445 | 63.36 | 1,433 | 80.81 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 205,029 | 12.03 | 7,088 | 24.01 | ||||
| 2025-07-08 | 13F/A | Team Hewins, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 176,637 | -1.15 | 6,106 | 9.43 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 33,598 | 118.42 | 1,182 | 149.16 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 95,713 | 6.43 | 3 | 50.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 42,933 | 26.62 | 1,484 | 40.26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,311,392 | 2.10 | 114,475 | 13.02 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 113,291 | -0.81 | 3,916 | 9.78 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 34,853 | 1,205 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 487,771 | -13.14 | 16,862 | -3.85 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 37,050 | -3.68 | 1,281 | 6.58 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 128,027 | 5.37 | 4,426 | 16.63 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 | -88.61 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 116,478 | 1.19 | 4,027 | 12.02 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 16,270 | 562 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 144 | 5 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 12,939 | 0.00 | 447 | 10.64 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 24,675 | -0.40 | 853 | 10.35 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1,686,309 | 3.21 | 58,296 | 14.24 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 270,194 | 0.55 | 9,341 | 11.31 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7,626 | 14.64 | 264 | 27.05 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 118,944 | 4 | ||||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 276,843 | 2.79 | 9,570 | 13.79 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 62,853 | 0.31 | 2,173 | 11.04 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,596,840 | -0.27 | 89,773 | 10.40 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 572,434 | -1.51 | 19,789 | 9.03 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 20,182 | 6.21 | 698 | 17.54 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 38,385 | -28.75 | 1,327 | -19.73 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 69,662 | -3.54 | 2,469 | 11.32 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 17,079 | 9.23 | 590 | 20.90 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6,286 | 217 | ||||||
| 2025-07-22 | 13F | David Wealth Management LLC | 41,685 | -3.10 | 1,441 | 7.30 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 153,184 | 7.09 | 5 | 25.00 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 121,421 | 80.53 | 4,198 | 99.86 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 13,955 | -2.42 | 482 | 8.07 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 5,709,320 | 2.40 | 184,754 | 13.48 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 545,429 | 2.40 | 18,855 | 13.35 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 460,161 | 13.47 | 15,908 | 25.61 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 133,472 | -0.99 | 4,614 | 9.60 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,652 | 9.77 | 126 | 22.33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 833 | 29 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 344,388 | 2.39 | 11,905 | 13.35 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 45,224 | -0.24 | 1,563 | 10.46 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0.00 | 0 | |||||
| 2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 72,249 | 277.28 | 2,498 | 317.56 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 744,209 | 60.44 | 25,727 | 77.61 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 17,297 | -29.84 | 598 | -22.37 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 95,025 | 10.93 | 3,285 | 22.80 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 182,578 | -1.58 | 6,312 | 8.94 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 582,376 | -0.40 | 20,133 | 10.25 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14,038 | 2.64 | 485 | 12.79 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7,705 | 7.34 | 266 | 18.75 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 37,938 | 20.15 | 1,373 | 39.25 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,978 | 207 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 103,719 | -11.37 | 3,586 | -1.89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 622,530 | 43.10 | 21,521 | 58.40 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 378,137 | -0.90 | 13,072 | 9.71 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 17,358 | -0.73 | 600 | 9.89 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 631,000 | 0.97 | 21,814 | 11.77 | ||||
| 2025-08-07 | 13F | PFG Advisors | 100,109 | 6.93 | 3,461 | 18.37 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 8,339 | 0.00 | 289 | 12.89 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 44,689 | 41.92 | 1,545 | 57.07 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 92,843 | -3.64 | 3,210 | 6.68 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 194,360 | 1.71 | 6,719 | 12.60 | ||||
| 2025-05-14 | 13F | Arizona PSPRS Trust | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 19,855 | 24.24 | 686 | 37.47 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 395,088 | -1.13 | 13,658 | 9.44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 382,830 | 1.80 | 13,234 | 12.69 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 594,295 | 1.23 | 20,545 | 12.05 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,346,720 | 1.05 | 46,556 | 11.85 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 159,451 | 3.20 | 5,512 | 14.24 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 42,094 | -8.98 | 1,455 | 0.76 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 1,047,859 | 3.43 | 36,225 | 14.50 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 837,214 | 5.67 | 29 | 16.67 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8,111 | -2.71 | 280 | 7.69 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 9,987 | 6.87 | 346 | 17.29 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 29,959 | 18.14 | 1,036 | 30.85 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 60,828 | 3.23 | 2,103 | 14.24 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 196,158 | 115.45 | 6,801 | 128.11 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1,206,131 | 7.93 | 41,696 | 19.47 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 36,209 | -1.79 | 1,252 | 8.69 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 41,736 | -1.85 | 1,443 | 7.69 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 10,249 | -0.25 | 354 | 10.63 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,505 | 1.28 | 52 | 13.04 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 525,893 | 2.25 | 18,180 | 13.19 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 17,355 | 3.92 | 600 | 14.97 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 68,492 | -4.71 | 2,368 | 5.48 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1,636,336 | 0.15 | 56,568 | 10.86 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 116,871 | 5.68 | 4,040 | 17.00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 313,212 | 138,489.38 | 10,828 | 41.20 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 114,825 | 5.21 | 3,970 | 16.46 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 223,625 | 108.11 | 7,731 | 130.40 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,153,664 | -2.21 | 39,882 | 8.25 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 47,280 | 10.41 | 1,634 | 22.21 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 461,104 | 4.25 | 15,940 | 15.40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 94,586 | 1.60 | 3,270 | 12.45 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 47,490 | 4.46 | 1,642 | 15.64 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 13,628 | 1.29 | 471 | 12.14 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 13,485 | -4.44 | 466 | 5.91 | ||||
| 2025-07-09 | 13F | Emprise Bank | 13,138 | -1.62 | 454 | 8.87 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 390,964 | 13.41 | 13,516 | 25.53 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 25,057 | 0.26 | 866 | 18.79 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 43,195 | 1,493 | ||||||
| 2025-04-17 | 13F | BCU Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9,674 | -12.19 | 334 | -2.91 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 266,013 | -1.11 | 9,196 | 9.48 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 29,819 | 27.15 | 1,031 | 40.71 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 312,190 | 14.06 | 10,792 | 26.27 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 22,536 | 469.81 | 779 | 533.33 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 8,897 | 1.97 | 304 | 12.59 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 35,487 | 5.55 | 1,227 | 16.87 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 426,841 | 10.56 | 14,756 | 22.39 | ||||
| 2025-08-06 | 13F | Swf Llc | 12,640 | 437 | ||||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 12,344 | -0.30 | 427 | 10.36 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 1,199,388 | -10.89 | 41,463 | -1.37 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 16,390 | 6.08 | 567 | 17.43 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 2,666,809 | -14.61 | 92,192 | -5.48 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 180,771 | 3.17 | 6,249 | 14.20 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 48,129 | -4.30 | 1,664 | 5.92 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 22,094 | 764 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 13,826 | 28.91 | 478 | 42.81 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 203,679 | 2.65 | 7,041 | 13.64 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 31,046 | 20.67 | 1,073 | 33.62 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 3,565,796 | -2.38 | 123,270 | 8.06 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 692,096 | -0.39 | 23,926 | 10.26 |
