Mga Batayang Estadistika
| Pemilik Institusional | 782 total, 782 long only, 0 short only, 0 long/short - change of 1.82% MRQ |
| Alokasi Portofolio Rata-rata | 1.0199 % - change of 2.00% MRQ |
| Saham Institusional (Jangka Panjang) | 129,184,784 (ex 13D/G) - change of 7.37MM shares 6.05% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 8,032,741 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional U.S. Small Cap ETF (US:DFAS) memiliki 782 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 129,184,784 saham. Pemegang saham terbesar meliputi Creative Planning, Northern Trust Corp, Bank Of America Corp /de/, Index Fund Advisors, Inc., Colony Group, LLC, Pure Financial Advisors, Inc., Envestnet Asset Management Inc, TCI Wealth Advisors, Inc., Midwest Trust Co, and Plancorp, LLC .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional U.S. Small Cap ETF (ARCA:DFAS) 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 68.87 / share. Previously, on September 9, 2024, the share price was 61.04 / share. This represents an increase of 12.83% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 20,700 | 0.00 | 1,319 | 6.63 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 23,576 | 0.00 | 1,502 | 6.61 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 187,161 | 5.63 | 11,924 | 12.64 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1,183,712 | 2.16 | 75,414 | 8.93 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 11,002 | 701 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 9,950 | 634 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,384 | -2.87 | 216 | 3.37 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 605 | 0.00 | 39 | 5.56 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 13,065 | 0.01 | 832 | 6.67 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 5,689 | 3.21 | 362 | 10.03 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,710 | 92.13 | 103 | 85.45 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 23,135 | -12.01 | 1,474 | -6.18 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4,831 | 7.64 | 308 | 14.55 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 21,589 | 0.00 | 1,375 | 6.67 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 6,643 | 0.08 | 423 | 6.82 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18,345 | -97.38 | 1,169 | -97.21 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 26,031 | -41.78 | 1,658 | -37.93 | ||||
| 2025-04-30 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 20,400 | -18.40 | 1,300 | -12.99 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 147 | 9 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 222,993 | 14 | ||||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 4,303 | 0.00 | 274 | 6.61 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 66,399 | 29.89 | 4,230 | 38.51 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 4,270 | 0.00 | 272 | 6.67 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 963,890 | -1.42 | 61,409 | 5.11 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 24,052 | 6.58 | 1,532 | 13.65 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 235,100 | 3.83 | 14,978 | 10.72 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 101,706 | -26.78 | 6 | -25.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8,093 | 1.09 | 516 | 7.74 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 778 | 0.00 | 50 | 6.52 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 3,448 | 0.00 | 220 | 6.31 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 26,186 | -0.00 | 1,668 | 6.65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 949,704 | -2.29 | 60,506 | 4.18 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 136,889 | 7.57 | 8,721 | 14.70 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 11,386 | 12.49 | 725 | 20.03 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4,543 | 0.00 | 289 | 6.64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 229,817 | 8.12 | 14,642 | 15.28 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 22,444 | 25.36 | 1,430 | 22.66 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 458,511 | -3.56 | 29,212 | 2.83 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 50,256 | -10.09 | 3,202 | -4.13 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 6,457 | 0.00 | 411 | 6.75 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 133,296 | -1.02 | 8,492 | 5.54 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 5,069 | 0.00 | 323 | 6.62 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 3,682 | 0.08 | 235 | 6.85 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 3,711 | 0.08 | 222 | -8.68 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 42,236 | 17.88 | 2,691 | 25.70 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 343 | 0.00 | 22 | 5.00 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 3,470 | -36.85 | 221 | -32.62 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,801 | -3.78 | 178 | 2.89 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 4,650 | 0.00 | 296 | 8.03 | ||||
| 2025-08-12 | 13F | Ade, Llc | 13,792 | 259.35 | 879 | 283.41 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 108,064 | -3.69 | 6,885 | 2.68 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9,474 | 1.57 | 566 | -6.75 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 234,180 | 7.88 | 14,920 | 15.04 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 731 | 0.27 | 47 | 6.98 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2,788,890 | 4.89 | 177,680 | 11.84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,511 | 797.95 | 224 | 792.00 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 44,431 | 6.47 | 2,831 | 13.52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 716,514 | 12.22 | 45,649 | 19.66 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,795 | -12.61 | 369 | -6.82 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 621,980 | 2.57 | 41,393 | 15.46 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 61,640 | -2.46 | 3,927 | 4.03 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 355 | 23 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 230 | 0.44 | 15 | 7.69 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 73,937 | 21.85 | 4,804 | 38.88 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3,436 | 0.00 | 219 | 6.34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 55,314 | -52.74 | 3,524 | -49.61 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 3,939 | 23.29 | 251 | 31.58 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 10,045 | 2.10 | 640 | 8.86 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 16,350 | -29.28 | 1,042 | -24.62 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 165,649 | 21.21 | 10,554 | 29.25 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 66 | 0.00 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 51,571 | 3,286 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 47,356 | 13.06 | 3,017 | 20.58 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 64,106 | 2.45 | 4,084 | 9.26 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 50,687 | 42.03 | 3,229 | 51.45 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7,849,400 | -1.57 | 500,085 | 4.95 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 25,149 | -13.17 | 1,602 | -7.40 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 3,519 | 0.00 | 224 | 6.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 126,142 | 7.40 | 8 | 14.29 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 3,514 | 0.00 | 224 | 6.70 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 125,375 | -2.37 | 8 | -99.91 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3,171 | 202 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 8,157 | 0.00 | 520 | 6.57 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1,720 | -29.97 | 110 | -25.34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 23,734 | 89.45 | 1,501 | 100.94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 157,722 | 22.85 | 10 | 42.86 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7,733 | -4.05 | 493 | 2.29 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 67,898 | 0.86 | 4,393 | 9.22 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 6,500 | 0.00 | 414 | 6.70 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 272,196 | 2.14 | 17,342 | 8.91 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 69,605 | 8.50 | 4,435 | 15.68 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 404,277 | 7.90 | 25,757 | 15.05 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 28,449 | -11.07 | 1,700 | -18.36 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 22,698 | 15.61 | 1,446 | 23.27 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2,395 | 153 | ||||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 37,635 | -5.52 | 2,398 | 0.71 | ||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 1,100 | 0.00 | 70 | 7.69 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 2,445 | 0.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 343,428 | -6.76 | 21,881 | -0.60 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3,282 | -5.20 | 209 | 1.46 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,548 | 226 | ||||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 235,285 | -1.22 | 14,990 | 5.33 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 208,988 | 6.63 | 13,315 | 13.69 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 50 | 0.00 | 3 | 50.00 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 11,012 | -12.50 | 702 | -6.66 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 65,740 | 5.94 | 4,188 | 12.98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21,957 | 6.34 | 1,399 | 13.38 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 5,825,960 | -0.43 | 371,172 | 6.17 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 437 | 0.00 | 28 | 3.85 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 89,735 | 19.23 | 5,717 | 27.16 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23,996 | 1,529 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 7,569 | 0.50 | 482 | 7.35 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 6,737 | 0.00 | 429 | 6.72 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 60,830 | -1.49 | 3,875 | 5.04 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Enzi Wealth | 161,238 | 0.36 | 10,545 | 13.47 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 337,442 | 19.62 | 21,498 | 27.55 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 427,955 | -17.05 | 27,265 | -11.55 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 34,548 | -1.99 | 2,201 | 4.51 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 118,296 | 3.69 | 7,687 | 12.25 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 10,516 | -1.25 | 670 | 5.19 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1,756 | 0.29 | 112 | 6.73 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 5,664 | 361 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 10,134 | -10.61 | 646 | -4.73 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 24,235 | 18.98 | 1,544 | 26.87 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 4,453 | 0.00 | 284 | 6.39 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 6,343 | -14.96 | 404 | -7.97 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 34,981 | 24.81 | 2,229 | 33.09 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10,952 | -43.56 | 698 | -39.86 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 9,592 | 0.00 | 611 | 6.63 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 254 | 0.00 | 16 | 6.67 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 4,078 | -88.63 | 260 | -87.91 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 83,227 | 3.13 | 5,302 | 9.98 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 579,714 | 1.62 | 36,934 | 8.36 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 5,769 | 0.00 | 368 | 6.69 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,344 | 0.00 | 340 | 6.58 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 8,965 | 0.00 | 571 | 6.73 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 728 | 0 | ||||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 45,811 | 4.10 | 2,919 | 10.99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 182,217 | 11.30 | 12 | 22.22 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 147 | 0.00 | 9 | 12.50 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 274,361 | 7.16 | 17,480 | 14.26 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,775 | 0.00 | 113 | 6.60 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 313 | 20 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19,732 | 2.01 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 72,726 | 3.45 | 4,633 | 10.31 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2,563 | 0.04 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2,852 | 0.00 | 182 | 6.47 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 246,718 | -0.75 | 15,718 | 5.83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 261,819 | 18.29 | 17 | 23.08 | ||||
| 2025-05-28 | NP | CGHIX - Timber Point Global Allocations Fund Institutional Class Shares | 5,000 | 0.00 | 299 | -8.31 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 911,621 | -1.76 | 58,079 | 4.75 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 1,796 | 0.00 | 114 | 6.54 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 50,849 | 0.99 | 3,240 | -1.13 | ||||
| 2025-08-13 | 13F | ESG Planning | 72,939 | 0.05 | 4,647 | 6.68 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,034 | -33.83 | 130 | -29.51 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,652 | 1.82 | 551 | 8.68 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1,366,196 | -2.42 | 87,040 | 4.05 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 440 | 0.00 | 28 | 7.69 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 19,399 | 4.12 | 1,236 | 10.96 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 90,651 | 2.59 | 5,775 | 9.40 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1,316,046 | -2.87 | 83,845 | 3.57 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 267,362 | 3.23 | 17,034 | 10.07 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10,483 | 16.71 | 668 | 24.44 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 20,505 | 17.53 | 1,306 | 25.34 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 3,792 | -60.93 | 242 | -58.38 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 67,300 | 9.33 | 4,288 | 16.56 | ||||
| 2025-05-01 | 13F | Isthmus Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14,020 | 0.27 | 921 | 18.38 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 5,015 | -22.01 | 320 | -16.93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,416 | -50.39 | 90 | -47.06 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 4,631 | 0.00 | 295 | 6.88 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 24,155 | -1.24 | 1,539 | 5.27 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 232,178 | 12.21 | 14,792 | 19.66 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3,878 | 247 | ||||||
| 2025-05-01 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 3,599 | -48.96 | 229 | -45.61 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 112,987 | 25.28 | 7,198 | 33.59 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 5,670 | 0.00 | 361 | 6.80 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 54,433 | 0.00 | 3,336 | -3.92 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5,603 | 359 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 350 | 0.00 | 22 | 10.00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 12,252 | 1.45 | 781 | 8.18 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 4,269 | 0.00 | 272 | 6.27 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8,713 | -10.18 | 555 | -4.15 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 36,988 | 2.89 | 2,357 | 9.73 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 334,148 | 7.11 | 21,289 | 14.21 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 13,739 | 12.87 | 875 | 20.36 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 4,978 | 0.00 | 317 | 6.73 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 5,805 | 20.94 | 0 | |||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 18 | 0.00 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 118,727 | -2.14 | 7,564 | 4.36 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 559 | 36 | ||||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 75,308 | -1.56 | 4,798 | 4.97 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 44,635 | -8.43 | 2,844 | -2.37 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 59,032 | -1.13 | 3,761 | 5.41 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34,871 | 24.24 | 2,252 | 34.23 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 5,555 | 0.00 | 354 | 6.65 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 32,087 | -60.53 | 2,044 | -57.91 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 29,150 | 86.62 | 1,857 | 99.04 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 6,206 | 1.80 | 395 | 8.52 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 50,955 | 1.85 | 3,045 | -6.48 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 90,987 | -1.07 | 5,797 | -3.16 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2,131 | 0.00 | 136 | 6.30 | ||||
| 2025-05-14 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 884,785 | 4.32 | 56,370 | 17.45 | ||||
| 2025-07-31 | 13F | City State Bank | 315 | 46.51 | 20 | 66.67 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 128,262 | 6.77 | 8,172 | 13.85 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 20,449 | -2.12 | 1,303 | 4.33 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,234 | -0.09 | 588 | 6.52 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 19,006 | -0.64 | 1,211 | 5.95 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 41,338 | 25.88 | 2,634 | 34.20 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 5,302 | 0.00 | 338 | 6.65 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 116,928 | -4.64 | 7,449 | 1.68 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 279,161 | 3.76 | 17,785 | 10.64 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4,968 | 0.12 | 317 | 6.76 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 28,682 | 17.61 | 1,827 | 25.39 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 10,683 | -28.32 | 681 | -23.60 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 181 | 0.00 | 12 | 10.00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 56,656 | -4.34 | 3,610 | 2.01 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 6,065 | -6.81 | 386 | -0.52 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 74,609 | 0.03 | 4,753 | 6.67 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4,427 | 0.09 | 292 | 19.67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 38,570 | 58.89 | 2,457 | 69.45 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 91,725 | -4.85 | 5,844 | 1.44 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 353 | 0.00 | 22 | 4.76 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 166,002 | 3.50 | 10,891 | 16.61 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 573,738 | -0.18 | 36,553 | 6.43 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 144,235 | 4.58 | 9,189 | 11.52 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2,417 | 148 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 906,249 | -11.50 | 57,737 | -5.64 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3,436 | 0.00 | 219 | 6.34 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 632 | 0.00 | 40 | 8.11 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 19,085 | 0.00 | 1,216 | 6.58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14,157 | 0.50 | 902 | 7.13 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 40 | -87.50 | 3 | -89.47 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 64,177 | -1.95 | 4,089 | -4.02 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 9,336 | 241 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 34,167 | -20.90 | 2,177 | -15.66 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5,229 | 2.13 | 333 | 9.18 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17,456 | 0.51 | 1,112 | 8.70 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 15,589 | 3.34 | 993 | 10.21 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3,071 | 0.00 | 196 | 6.56 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 9,083 | -2.07 | 579 | 4.33 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 129,368 | -1.09 | 8,242 | 5.48 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 76,882 | -29.84 | 4,898 | -25.19 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 8,799 | 0.00 | 561 | 6.67 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2,373,334 | -3.63 | 151,205 | 2.76 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 750 | -49.97 | 48 | -47.19 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 567,923 | 2.75 | 36,182 | 9.56 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,838 | -37.02 | 372 | -32.91 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22,692 | 2.30 | 1,446 | 9.06 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 24,277 | -28.00 | 1,547 | -23.24 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 16,016 | 41.52 | 1,020 | 50.89 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 736 | 0.00 | 47 | 6.98 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 171,189 | 2.45 | 10,906 | 15.12 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 19,175 | 0.10 | 1,222 | 6.73 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 17,275 | 7.85 | 1,101 | 14.94 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 373,022 | 7.28 | 24,135 | 16.17 | ||||
| 2025-07-21 | 13F | 25 Llc | 11,093 | -0.01 | 707 | 6.65 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 239,819 | 18.57 | 15,279 | 26.42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22,672 | -26.45 | 1,444 | -21.56 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 13,894 | -6.74 | 885 | -0.56 | ||||
| 2025-04-08 | 13F | HFG Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 44,527 | 129.06 | 2,837 | 144.27 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 147 | -11.45 | 9 | -18.18 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 668,910 | -2.31 | 43 | 5.00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 13,655 | 26.15 | 870 | 34.52 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 3,469 | 221 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 507,172 | 15.81 | 32,312 | 23.48 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 10,426 | 0.00 | 664 | 6.75 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 7,812 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 1,842 | 0.00 | 117 | 6.36 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,489 | 17.02 | 159 | 24.41 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 425 | -15.84 | 27 | -10.00 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 43,691 | 1.12 | 2,784 | 7.83 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 230,280 | -0.39 | 14,671 | 6.21 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 26,247 | 1,672 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 215,903 | 8.79 | 13,755 | 16.01 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 174 | 253.06 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,100 | 0.00 | 134 | 6.40 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,192 | 0.00 | 77 | 18.75 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 43,817 | 104.62 | 2,618 | 87.94 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 5,312 | -9.32 | 344 | -2.00 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 31,784 | 64.81 | 2,049 | 77.86 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5,800 | -26.82 | 370 | -21.99 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5,104 | 0.00 | 325 | 6.91 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,029 | 167.27 | 66 | 160.00 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 288,869 | -0.20 | 18,883 | 24.72 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,250 | 80 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,070 | 0.00 | 68 | 7.94 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 36,028 | 103.18 | 2,295 | 116.71 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 5,210 | 0.00 | 332 | 6.43 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 154,661 | 4.88 | 9,853 | 11.83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13,116 | -30.33 | 836 | -25.71 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 265,654 | 13.64 | 16,925 | 21.17 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 9,510 | -3.01 | 606 | 3.42 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 96 | 0.00 | 6 | 20.00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 102,289 | 12.95 | 6,517 | 20.44 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 45,023 | 6.91 | 2,954 | 17.60 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 684 | 0.00 | 44 | 7.50 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4,992 | 0.00 | 318 | 6.71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 134,426 | 1,041.82 | 8,564 | 1,118.21 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 839 | 0.00 | 53 | 6.00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 123,129 | 7.05 | 7,845 | 14.14 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 212,084 | -8.92 | 13,512 | -2.88 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 184,192 | 19.46 | 11,287 | 14.80 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102,972 | 3.87 | 6,560 | 10.75 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 31,195 | 3.96 | 1,987 | 10.82 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 196,149 | -0.03 | 12,497 | 6.59 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 762 | 46 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 31,666 | -0.86 | 2,017 | 5.71 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 4,583 | 0.02 | 292 | 6.59 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 170,011 | -7.18 | 10,831 | -1.03 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 128 | -94.15 | 0 | |||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 4,704 | 0.00 | 300 | 6.41 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5,211 | -7.39 | 332 | -1.49 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3,556 | 0.00 | 227 | 6.60 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 783,227 | -0.83 | 49,895 | 5.73 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3,440 | 0.00 | 219 | 6.83 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 115,909 | 7.34 | 7,385 | 14.45 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 143,403 | -2.94 | 9 | 12.50 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 374 | 0.27 | 24 | 4.55 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 4,984 | -2.75 | 318 | 3.59 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 20,702 | 104.46 | 1,319 | 118.21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 778 | 685.86 | 50 | 880.00 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 313,707 | 1.70 | 20,523 | 19.52 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 20,410 | 24.03 | 1,300 | 32.25 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 428 | 0.00 | 27 | 8.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17,530 | 26.35 | 1,117 | 34.78 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15,743 | -35.34 | 1,003 | -31.09 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 6,770 | 0.00 | 431 | 6.68 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 324,881 | -9.93 | 20,698 | -3.96 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5,704 | 0.00 | 363 | 6.76 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 82,582 | -6.40 | 5,325 | 8.39 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 25,049 | 1,596 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 247 | 0.00 | 16 | 7.14 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 8,223 | 524 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10,762 | 0.27 | 686 | 6.86 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 459,207 | 2.87 | 29,256 | 9.68 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 3,539 | 0.28 | 225 | 7.14 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 18,727 | 0.00 | 1,193 | 6.62 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 42,456 | -1.45 | 2,705 | 5.05 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 94,447 | 14.04 | 6,017 | 21.60 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 341,545 | -27.57 | 22,098 | -23.03 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 35,747 | -0.61 | 2,277 | 5.96 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 35,728 | -0.36 | 2,276 | 6.26 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 38,904 | -0.93 | 2,479 | 5.63 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 4,765 | 0.00 | 304 | 6.69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31,416 | 91.78 | 2,001 | 104.60 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 238,840 | 15.09 | 15,216 | 22.72 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 3,282 | 209 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 146,038 | -0.51 | 9,304 | 6.09 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 256,649 | 1.10 | 16,351 | 7.80 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 89,290 | 35.63 | 5,689 | 44.62 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6,803 | -22.38 | 433 | -17.21 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 918 | 0.00 | 58 | 7.41 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 377,509 | -9.31 | 24,051 | -3.30 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 271,939 | 0.72 | 17,325 | 7.40 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 4,952 | -12.99 | 315 | -7.35 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 328,629 | 3.99 | 20,937 | 10.88 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 64,000 | -55.20 | 4,077 | -52.24 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8,338 | 2.45 | 550 | 13.17 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 46,263 | 4.46 | 2,947 | 11.38 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 88,802 | 10.98 | 5,658 | 18.32 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 4,017 | 256 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 6,674 | 24.91 | 426 | 33.23 | ||||
| 2025-08-14 | 13F | Kmt Wealth Management, Llc | 90,461 | 0.00 | 5,763 | 6.62 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 35,557 | -3.49 | 2,265 | 2.91 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 2,310 | 0.13 | 147 | 7.30 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 30,072 | 7.51 | 1,916 | 14.60 | ||||
| 2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 21,127 | 0.00 | 1,346 | 6.66 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 6,779 | 0.00 | 432 | 6.42 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 119,582 | -3.32 | 7,619 | 3.09 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8,943 | 0.00 | 570 | 6.55 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 3,469 | 0.00 | 221 | 6.76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 817,789 | 13.16 | 52,101 | 20.67 | ||||
| 2025-08-14 | 13F | Acas, Llc | 51,145 | 8.65 | 3,457 | 25.99 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 28,186 | 8.47 | 1,796 | 15.66 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 6,508 | -8.38 | 415 | -2.36 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 15,725 | -1.69 | 1,002 | 4.82 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 31,550 | 2,010 | ||||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 397,666 | 12.13 | 25,335 | 19.56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,861 | 30.80 | 373 | 39.70 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 1,015 | 0.00 | 65 | 6.67 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 4,197 | -0.36 | 267 | 18.67 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 317,697 | 6.11 | 20,240 | 13.14 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 954,004 | 7.35 | 60,780 | 14.46 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6,580 | -19.06 | 419 | -13.61 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3,945 | -17.57 | 251 | -11.93 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 346,275 | 1.46 | 22,061 | 8.18 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 388,887 | -2.74 | 24,776 | 3.70 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 585 | -6.40 | 37 | 0.00 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 45,692 | 2.34 | 2,911 | 9.15 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 10,564 | 1.30 | 673 | 8.03 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,017 | 0.23 | 192 | 7.26 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 44,057 | -3.34 | 2,807 | 3.05 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6,538 | -1.04 | 417 | 5.58 | ||||
| 2025-04-23 | 13F | Investment Planning Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 320,429 | 6.59 | 20,415 | 13.66 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 88,754 | -3.34 | 5,655 | 3.06 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6,393 | 0.84 | 407 | 7.67 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 171,936 | 1.97 | 10,954 | 8.72 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 57,214 | 2.70 | 3,645 | 9.53 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 408,772 | 17.00 | 26,035 | 24.72 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 3,447 | -2.96 | 220 | 3.30 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 70,606 | 13.51 | 4,498 | 21.04 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 5,720 | 0.00 | 364 | 6.74 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,409 | -23.21 | 153 | -6.71 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 35,438 | 2,303 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 55,980 | -0.60 | 3,566 | 5.97 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5,452 | 347 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 4,026 | 2.08 | 241 | -6.25 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14,956 | -14.20 | 953 | -8.55 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 11,156 | 0.00 | 711 | 6.61 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 66,210 | 6.33 | 4,302 | 15.12 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 549,865 | 15.60 | 35,032 | 23.26 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 13,323 | 849 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,813 | 0.00 | 370 | 6.63 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8,093 | 4.56 | 516 | 11.47 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 3,819 | 0.00 | 243 | 6.58 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5,554 | -29.83 | 354 | -25.21 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72,024 | 11.17 | 4,589 | 18.55 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 350,640 | -0.17 | 22,339 | 6.44 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 47,885 | 9.11 | 3,051 | 16.32 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 34,348 | -0.42 | 2,188 | 6.21 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 62 | 933.33 | 4 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 46,021 | 45.61 | 2,932 | 55.30 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 5,012 | 0.00 | 319 | 6.69 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 92,390 | 175.12 | 5,886 | 193.42 | ||||
| 2025-08-14 | 13F | Clg Llc | 56,246 | -8.82 | 3,583 | -2.77 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 788,381 | 4.98 | 47,106 | -3.62 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24,385 | -34.72 | 1,554 | -30.39 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,595 | 42.27 | 165 | 52.78 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 112,693 | -0.26 | 7,180 | 6.34 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 438 | -84.51 | 28 | -83.93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 475,846 | -8.79 | 30,316 | -2.74 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 11,095 | 0.01 | 707 | 6.65 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1,688 | 0.00 | 108 | 7.00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 227,424 | 1.40 | 14,489 | 8.13 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 8,952 | 0.00 | 570 | 6.74 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 3,444 | 0.00 | 219 | 6.83 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35,368 | 199.75 | 2,253 | 220.03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 164 | 0.61 | 10 | 11.11 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 97,661 | 155.63 | 6,222 | 172.61 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 9,259 | 9.42 | 590 | 16.63 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 335,322 | 10.20 | 21,363 | 17.50 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 16,038 | 0.00 | 958 | 95,700.00 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 23,686 | 55.05 | 1,509 | 65.46 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 23,688 | -7.01 | 1,509 | -0.85 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 22,331 | 139.32 | 1,423 | 155.30 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 301,708 | 1.88 | 19,222 | 8.62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11,540 | 32.46 | 735 | 29.86 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 11,179 | 0.00 | 668 | -8.25 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 45,308 | 3.60 | 2,887 | 10.45 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 576,109 | 28.36 | 36,704 | 36.87 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 29,511 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 48,948 | -15.95 | 3,118 | -10.41 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 45,845 | 8.24 | 2,921 | 15.42 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6,221 | -50.51 | 396 | -47.27 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 22,130 | 1.14 | 1,410 | 7.80 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 7,954 | -50.00 | 507 | -46.74 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 123,152 | 2.18 | 8,057 | 11.89 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,375 | 0.00 | 88 | 6.10 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 44,696 | 11.08 | 2,848 | 18.43 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,252 | 26.10 | 1,099 | 34.68 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 22,524 | 5.48 | 1,435 | 12.55 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 547,045 | -3.27 | 34,852 | 3.14 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 3,708 | 236 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 133,095 | 14.30 | 8,479 | 21.88 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 121,398 | -2.05 | 7,734 | 4.44 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 46,608 | 62.66 | 2,969 | 73.42 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 18,443 | 0.22 | 1,175 | 6.92 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 26,198 | -3.52 | 1,669 | 2.90 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4,520 | 0.00 | 288 | 6.30 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 31,839 | 24.65 | 2,028 | 32.90 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 42,567 | 173.13 | 2,798 | 200.43 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 22,794 | -3.41 | 1,452 | 2.98 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 75,196 | -0.97 | 4,791 | 5.60 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 19,273 | -78.56 | 1 | -80.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 35,139 | 0.84 | 2,239 | 7.54 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 15 | 0.00 | 1 | |||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 10,514 | 31.23 | 670 | 39.96 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 274,017 | 6.07 | 17,458 | 13.10 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13,378 | 26.78 | 852 | 35.24 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 118,798 | 6.68 | 7,569 | 13.75 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 487,757 | 18.77 | 31,075 | 26.65 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 17,572 | -3.14 | 1,131 | 4.43 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 965,027 | 15.15 | 61,482 | 22.78 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 162,737 | 10,368 | ||||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 28,004 | 0.00 | 1,784 | 6.63 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 479,459 | 3.75 | 30,546 | 10.62 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 13,195 | 5.53 | 841 | 12.45 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 156,649 | 7.92 | 9,980 | 15.08 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 23,047 | -44.73 | 1 | -50.00 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 12,601 | -0.47 | 803 | 6.08 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 12,521 | -38.08 | 798 | -36.75 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,216,760 | 15.66 | 396,070 | 23.32 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 43,144 | 0.79 | 2,749 | 7.47 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6,803 | 0.22 | 406 | -7.94 | ||||
| 2025-08-07 | 13F | Commerce Bank | 12,304 | -8.87 | 784 | -2.85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 407,632 | 4.68 | 26,851 | 15.40 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13,795 | 28.50 | 879 | 36.97 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6,572 | 0.00 | 419 | 6.63 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 116,597 | -0.44 | 7,428 | 6.16 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 42,167 | -0.09 | 2,519 | -8.27 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 170,511 | 406.61 | 10,863 | 440.18 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,219,558 | 6.01 | 77,698 | 13.03 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 18,647 | 8.31 | 1,188 | 15.47 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 71,035 | 4.94 | 4,526 | 11.89 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 146,317 | 2.78 | 9,322 | 9.58 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 656,567 | 18.45 | 40,569 | 22.49 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 28,247 | 32.57 | 1,800 | 41.32 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 311,802 | 4.09 | 19,865 | 10.99 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 19,467 | 0.00 | 1,240 | 6.62 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 117,629 | 2.14 | 7,494 | 8.91 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 3,643 | 0.00 | 232 | 6.91 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 71,747 | 0.00 | 4,397 | -3.91 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 38,988 | 11.79 | 2,484 | 19.20 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 145,124 | 10.95 | 9,246 | 18.30 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 5,645 | 7.10 | 360 | 14.33 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 39,160 | 0.46 | 2,521 | 11.01 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 854 | 0.00 | 54 | 5.88 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 1,021 | 0.00 | 65 | 6.56 | ||||
| 2025-08-14 | 13F | Comerica Bank | 398,094 | 1.95 | 25,363 | 8.71 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 590,445 | 19.72 | 37,617 | 27.65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44,339 | 5.16 | 2,825 | 12.11 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 90,651 | 5,775 | ||||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 400,455 | 176.36 | 25,513 | 194.70 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 4,259 | 271 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 82,636 | 90.75 | 5,265 | 103.40 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 17,209 | 14.14 | 1,096 | 21.78 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 8,786 | 0.27 | 560 | 6.88 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 99,811 | 5.56 | 6,359 | 12.55 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 46,687 | 3.07 | 2,974 | 9.90 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 57,728 | -0.85 | 3,678 | 5.72 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 16,734 | -1.82 | 1,066 | 4.72 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 47,859 | 4.35 | 3,086 | 154,150.00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,742 | 4.31 | 366 | 11.28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22,742 | 3.60 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 57,164 | 4.72 | 3,642 | 11.65 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 26,192 | 2.56 | 1,669 | 9.38 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 187,123 | 327.63 | 11,922 | 356.04 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 394,009 | 0.83 | 25,102 | 7.51 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9,791 | 0.01 | 624 | 6.50 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 6,502 | -46.09 | 414 | -42.50 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 199,638 | 2.73 | 12,719 | 9.53 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 171,913 | -5.12 | 10,953 | 1.16 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 47,770 | -1.41 | 3,043 | 5.11 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 5,477 | 0.00 | 349 | 6.42 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25,989 | 32.06 | 1,656 | 40.85 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 39,665 | 80.33 | 2,527 | 92.31 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 110,008 | 131.08 | 7,009 | 146.41 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 65,239 | -20.99 | 4,156 | -15.75 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 44,934 | 0.00 | 2,863 | 6.63 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 47,883 | -3.44 | 3,051 | 2.97 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 118,991 | 0.32 | 7,581 | 6.97 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 53 | 0.00 | 3 | 0.00 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 66,001 | -1.79 | 4,205 | 4.71 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8,670 | -10.02 | 552 | -4.00 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 9,159 | 0.01 | 584 | 6.58 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 133,117 | -0.74 | 8,481 | 5.83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,016,654 | -0.62 | 64,771 | 5.97 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 60,192 | 13.79 | 3,835 | 21.33 | ||||
| 2025-08-08 | 13F | Creative Planning | 20,228,460 | 20.26 | 1,288,755 | 28.23 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1,333 | 556.65 | 85 | 600.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 387 | 0.00 | 25 | 8.70 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 431 | 0.00 | 27 | 8.00 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 6,076 | 0.00 | 387 | 6.61 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 1,977 | 0.00 | 126 | 5.93 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 1,873,337 | 119,350 | ||||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 53,150 | -6.55 | 3,386 | -0.35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 89,836 | 11.20 | 5,723 | 18.56 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3,984 | 0.18 | 254 | 6.75 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 4,814 | 0.00 | 307 | 6.62 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 101 | 6 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 143,984 | -19.99 | 9,173 | -14.69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,465,735 | 0.76 | 157,092 | 7.44 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 10,642 | 43.66 | 678 | 53.17 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 100,271 | 0.53 | 6,388 | 7.20 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9,781 | 6.15 | 1 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 730,447 | 3.70 | 46,537 | 10.57 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 252 | 0.40 | 16 | 14.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 72,820 | -0.26 | 4,639 | 6.35 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 14,435 | -19.22 | 920 | -13.87 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 234,132 | 0.43 | 14,917 | 7.09 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 28,169 | -3.31 | 1,795 | 3.10 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 252 | 0.00 | 16 | 6.67 | ||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,670 | 2.49 | 234 | 9.39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 25,139 | 1,602 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10,230 | 0.00 | 652 | 6.55 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4,198 | -12.01 | 277 | -3.16 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 251 | 0.00 | 16 | 7.14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21,277 | -0.52 | 1,356 | 6.11 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 38,885 | 32.30 | 3 | 100.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7,337 | 0.00 | 467 | 6.62 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1,517 | 97 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 310,763 | 18.89 | 19,799 | 26.77 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 30,141 | -2.96 | 1,920 | 3.50 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 43,088 | -5.65 | 2,832 | -4.74 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 625,284 | -7.32 | 39,837 | -1.18 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10,607 | 44.41 | 676 | 54.11 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 18,440 | 13.37 | 1,175 | 20.91 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 184,002 | 4.95 | 11,723 | 11.90 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5,698 | 47.96 | 363 | 57.83 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 4,488 | -10.81 | 286 | -5.00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,887 | 11.52 | 120 | 18.81 | ||||
| 2025-06-03 | 13F | Invst, LLC | 108,185 | -59.71 | 6,464 | -63.01 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 31,554 | 6.99 | 2,010 | 14.07 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 228,910 | -11.72 | 14,584 | -6.30 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 3,431 | 0.00 | 219 | 6.34 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 913 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 3,516 | 232 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 54,797 | 9.31 | 3,491 | 16.56 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5,267 | 4.84 | 336 | 11.67 | ||||
| 2025-07-16 | 13F | Jentner Corp | 17,789 | 57.61 | 1,133 | 68.10 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 210 | 14 | ||||||
| 2025-08-12 | 13F | GDS Wealth Management | 4,099 | 0.00 | 261 | 6.97 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 272 | 0.00 | 17 | 6.25 | ||||
| 2025-07-15 | 13F | Maseco Llp | 320,679 | 20,424 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 149,123 | 0.54 | 9,501 | 7.20 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 707,217 | 0.53 | 45,057 | 7.19 | ||||
| 2025-08-12 | 13F | Intrepid Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13,428 | 3.97 | 1 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 3,425 | 218 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 7,618 | 0.54 | 485 | 7.30 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5,429 | -15.92 | 346 | -10.39 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1,559 | 0.26 | 99 | -1.00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,706 | 0.00 | 109 | 6.93 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 39,094 | -0.37 | 2,336 | -8.54 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 26,218 | 5.48 | 1,670 | 12.46 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 187,525 | 0.42 | 11,947 | 7.07 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 104,470 | -11.05 | 6,656 | -5.16 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 41,720 | -16.18 | 2,658 | -10.63 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 78 | 0.00 | 5 | 0.00 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 34,757 | 0.00 | 2,077 | 0.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3,088 | 0.00 | 197 | 6.52 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 14,997 | 16.21 | 955 | 23.87 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 7,379 | 13.44 | 470 | 21.13 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 240,340 | 63.82 | 15,312 | 74.69 | ||||
| 2025-05-07 | 13F/A | Meridian Management Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5,559 | 354 | ||||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 3,719 | 2.09 | 237 | 8.76 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 675 | -68.62 | 43 | -66.41 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 881,370 | 5.22 | 56,152 | 12.19 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31,280 | 192.72 | 2 | |||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 6,573 | 0.00 | 419 | 6.63 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 24,547 | -66.17 | 1,564 | -63.94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 135,842 | -10.01 | 8,655 | -4.05 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 180,522 | -6.44 | 11,501 | -0.23 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 4,818 | 0.00 | 314 | 0.00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 77,501 | 699.14 | 4,938 | 752.68 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 150,416 | 9,583 | ||||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 2,433 | 0.00 | 155 | 6.90 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 172,142 | 7.06 | 10,967 | 14.17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 15,971 | -3.11 | 1,018 | 3.35 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 37,953 | 0.07 | 2,418 | 6.66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 559,179 | 115.71 | 35,625 | 130.02 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 253,403 | 3.04 | 16,144 | 9.87 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 79,503 | 83.83 | 5,065 | 96.01 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 383,457 | -4.82 | 24,430 | 1.49 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 22,916 | 0.52 | 1,460 | 7.12 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 6,825 | 6.47 | 435 | 13.61 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 31,550 | -1.07 | 2,010 | 5.51 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 5,200 | 0.00 | 331 | 14.14 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5,502 | -31.67 | 351 | -27.23 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,143 | -1.51 | 328 | 4.81 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 139,919 | 9.99 | 8,914 | 17.29 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 148,370 | -13.17 | 9,453 | -7.42 | ||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16,449 | 6.83 | 1,048 | 13.80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7,010 | 3.42 | 447 | 10.40 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,552 | -28.10 | 630 | -34.03 | ||||
| 2025-04-28 | 13F | BetterWealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 44,956 | -3.31 | 2,864 | 3.10 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 1,109 | 0.00 | 71 | -2.78 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 907 | 58 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 852 | 85,100.00 | 54 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 109,158 | 0.16 | 6,522 | -8.04 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 19,585 | 0.00 | 1,248 | 6.58 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 16,123 | 23.59 | 1,027 | 31.84 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 48,818 | 2.43 | 3,110 | 9.24 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7,881 | 11.98 | 502 | 19.52 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 14,049 | 16.77 | 895 | 24.65 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 43,822 | -1.35 | 2,792 | 5.32 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 3,524 | -2.81 | 211 | -10.64 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 9,278 | 0.00 | 591 | 6.68 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 44,225 | 210.26 | 2,818 | 231.02 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 213 | 14 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,068,777 | 14.56 | 195,512 | 22.16 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 17,625 | 0.00 | 1,123 | 6.55 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 97,017 | -4.65 | 6,181 | 1.66 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 48,574 | -0.26 | 3,095 | 6.36 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 120,245 | 0.00 | 7,185 | 0.00 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,518 | 0.00 | 97 | 6.67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29,867 | -39.77 | 2 | -66.67 | ||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Rs Crum Inc. | 41,072 | -7.06 | 2,454 | -14.64 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 3,567 | 227 | ||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 118,638 | 13.31 | 7,558 | 20.81 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 52,865 | 0.00 | 3,368 | 6.65 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 168,937 | -1.95 | 10,763 | 8.00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 27,720 | -23.30 | 1,766 | -18.20 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 24,416 | 1,556 | ||||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 222,039 | -0.92 | 14,146 | 5.65 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 175,273 | -13.43 | 11,167 | -7.70 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 25,395 | 0.00 | 1,618 | 6.59 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 4,158 | 0.17 | 265 | 6.88 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 56,473 | -1.41 | 3,598 | 5.11 |
