Mga Batayang Estadistika
| Pemilik Institusional | 748 total, 748 long only, 0 short only, 0 long/short - change of 4.61% MRQ |
| Alokasi Portofolio Rata-rata | 1.7127 % - change of 3.68% MRQ |
| Saham Institusional (Jangka Panjang) | 234,107,838 (ex 13D/G) - change of 16.63MM shares 7.65% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 15,314,722 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional U.S. Equity Market ETF (US:DFUS) memiliki 748 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 234,107,838 saham. Pemegang saham terbesar meliputi Prudential Financial Inc, Advanced Series Trust - Ast Balanced Asset Allocation Portfolio, Advanced Series Trust - Ast Prudential Growth Allocation Portfolio, Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio, Colony Group, LLC, Maseco Llp, Index Fund Advisors, Inc., Plancorp, LLC, Envestnet Asset Management Inc, and LPL Financial LLC .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional U.S. Equity Market ETF (ARCA:DFUS) 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 70.50 / share. Previously, on September 9, 2024, the share price was 59.06 / share. This represents an increase of 19.37% 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 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 789 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 147 | 10 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 9,706 | 116.41 | 650 | 139.85 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 45,111,138 | 5.98 | 2,880,797 | 5.98 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9,473 | 635 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 104,920 | 0.00 | 7,032 | 10.81 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 186,676 | -9.03 | 12,511 | 0.81 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 12,411 | 0.14 | 832 | 10.95 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,336,438 | 109.60 | 78,649 | 116.48 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 31,494 | -0.07 | 2,111 | 10.70 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 35,724 | 0.00 | 2,394 | 10.83 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4,700 | -66.90 | 315 | -63.40 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 174,909 | -5.13 | 11,722 | 5.14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 453 | -85.05 | 30 | -83.61 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,320 | -32.52 | 223 | -25.25 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 104,638 | 28.49 | 7,013 | 42.38 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 14,345 | 0.00 | 961 | 10.84 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 57,644 | 2.69 | 3,863 | 13.82 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 56,284 | -0.16 | 3,772 | 10.65 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 227 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15,769 | -2.74 | 1,057 | 7.76 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 62,735 | 12.65 | 4,205 | 24.82 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,744 | -83.03 | 385 | -81.24 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 16,495 | 0.00 | 1,105 | 10.83 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1,436,823 | -1.32 | 96,296 | 9.35 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1,081,221 | 2.63 | 74,420 | 16.23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 498,441 | -1.81 | 33,406 | 8.81 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 4,993 | 0.00 | 335 | 10.96 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 912,390 | -1.70 | 61,148 | 8.93 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 3,116 | 209 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 19,614 | 448.64 | 1,315 | 508.33 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 7,540 | 0.80 | 1 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 13,667 | 0.00 | 916 | 5.05 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 766,624 | 0.07 | 51,379 | 10.90 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 12,806 | -23.56 | 858 | -15.30 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 6,500 | 436 | ||||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 17,954 | -2.99 | 1,203 | 7.51 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 31,688 | 0.00 | 1,916 | -5.15 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14,081 | -27.74 | 944 | -19.95 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 181,392 | 49.08 | 12,157 | 65.21 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 39,042 | 0.00 | 2,617 | 10.80 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 12,139 | -76.22 | 814 | -73.66 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 41,170 | 0.96 | 2,759 | 11.88 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 23,454 | 1,572 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,411,720 | 1.72 | 94,613 | 12.72 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 24,122 | 0.24 | 1,617 | 11.07 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,431,480 | -8.71 | 95,938 | 1.16 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,268 | 219 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33,476 | 1.13 | 2,244 | 12.09 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,177,252 | 64.52 | 79,394 | 89.08 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 108,842 | 12.18 | 7,295 | 24.30 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 9,676 | -0.52 | 648 | 10.20 | ||||
| 2025-04-22 | 13F | Duncker Streett & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28,636 | 12.23 | 1,919 | 24.37 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 3,828 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 11,074 | 0.00 | 742 | 10.91 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4,249 | -33.42 | 285 | -26.23 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 21,140 | -1.17 | 1,417 | 9.51 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 124,429 | 542.84 | 8,339 | 612.74 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 28,239 | 8.72 | 1,893 | 20.51 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 954 | 43.03 | 64 | 57.50 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3,483 | -23.28 | 233 | -14.96 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 48,387 | 0.00 | 3,243 | 10.80 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 36,035 | -6.72 | 2,415 | 3.38 | ||||
| 2025-04-23 | 13F | YHB Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 4,826 | 0.00 | 323 | 11.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 36,959 | 0.00 | 2,478 | 10.83 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 79,663 | 20.87 | 5,339 | 33.98 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 112,022 | -2.54 | 7,508 | 8.00 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 10,394 | 0.00 | 697 | 10.83 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 439,369 | 6.88 | 29 | 20.83 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 400 | 0.00 | 27 | 8.33 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 3,485 | 0.00 | 234 | 10.95 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 112,945 | 0.27 | 7,569 | 11.10 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 59,578 | -0.49 | 3,993 | 10.25 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 862 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16,189 | 1,085 | ||||||
| 2025-07-17 | 13F | Avondale Wealth Management | 8,695 | 186.49 | 583 | 218.03 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 26,205 | 0.00 | 1,756 | 10.86 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 37,908 | 2.05 | 2,541 | 13.09 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 26,110 | -3.97 | 1,750 | 6.39 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 34,934 | 14.45 | 2,341 | 26.81 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 13,558 | 0.17 | 909 | 11.00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 10,366 | 0.00 | 695 | 10.86 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 12,144 | -0.69 | 814 | 10.01 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 18,910 | -0.49 | 1,267 | 10.27 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 311,464 | -8.20 | 21,077 | 2.71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 298,825 | 52.29 | 19,686 | 65.88 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 447,495 | 2.19 | 29,991 | 13.25 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 17,312 | 1,160 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 3,870 | -3.13 | 259 | 7.47 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 911,954 | 11.66 | 61,119 | 23.74 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 2,178,411 | 21.38 | 145,997 | 34.51 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 110,198 | -0.08 | 7,385 | 10.72 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 317 | 0.32 | 21 | 10.53 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 5,052,581 | -2.10 | 338,624 | 8.49 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 259,755 | 1.92 | 17,409 | 12.94 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 30,078 | -0.30 | 2,014 | 10.42 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 6,295 | 0.00 | 422 | 10.79 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,283 | 823 | ||||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 499,676 | 9.49 | 33,488 | 21.33 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 9,576 | 0.00 | 642 | 10.71 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 91,678 | -0.84 | 6,144 | 9.89 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 206,149 | 1.93 | 13,903 | 13.20 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 30,420 | 14.02 | 2,039 | 26.35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 39,106 | 0.18 | 2,621 | 11.02 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 12,928 | 65.34 | 866 | 83.47 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 54,124 | -2.28 | 3,627 | 8.30 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 66,176 | 0.08 | 4,435 | 10.90 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 6,684 | 0.00 | 448 | 10.64 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 567,600 | -0.04 | 38,041 | 10.76 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 106,986 | 6.31 | 7,170 | 17.81 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 72,652 | -11.25 | 4,869 | -1.64 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 25,414 | 3.09 | 1,703 | 14.22 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 5,165 | 0.00 | 346 | 10.90 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,300 | 40.85 | 556 | 56.18 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 27,875 | -0.34 | 1,868 | 10.47 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,247 | 0.00 | 84 | 10.67 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 3,087 | 207 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 223 | 0.45 | 15 | 7.69 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3,037 | 0 | ||||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 125,856 | -2.21 | 8,435 | 8.36 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 21,929 | 0.00 | 1,470 | 10.78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,270 | -13.54 | 420 | -9.09 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 536 | 0.00 | 34 | 6.25 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 81,808 | 12.78 | 5 | 25.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 27,860 | 0.08 | 1,867 | 5.24 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 111,570 | -0.05 | 7,477 | 10.75 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 58,959 | -0.39 | 3,951 | 10.39 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 4,595,119 | -2.50 | 307,965 | 8.05 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 6,328 | 0.00 | 424 | 10.99 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 57,815 | 32.49 | 3,875 | 46.80 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 189,782 | 47.75 | 12,719 | 63.74 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 65 | 0.00 | 4 | 33.33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 203,668 | 7.08 | 14 | 18.18 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 4,831 | 11.06 | 324 | 22.81 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4,538 | 0.00 | 304 | 10.95 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 109,322 | -0.68 | 7,327 | 10.05 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 6,280 | 0.27 | 421 | 11.11 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 3,043 | -20.63 | 204 | -12.12 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13,619 | 42.18 | 913 | 57.51 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 133 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 952,690 | -3.56 | 63,849 | 6.87 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 3,650 | 245 | ||||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 581,352 | 33.67 | 38,962 | 48.12 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 35,500 | 0.57 | 2,379 | 11.48 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 20,803 | -10.66 | 1,394 | -0.99 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 3,896 | -17.86 | 261 | -8.74 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5,422 | 363 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 5,431 | 0.31 | 368 | 17.20 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 12,738 | 0.28 | 854 | 11.07 | ||||
| 2025-07-11 | 13F | Bell Bank | 24,462 | -0.49 | 1,639 | 10.30 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 5,793 | 7.56 | 388 | 19.38 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 111,742 | 7,489 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1,491 | 0.00 | 100 | 10.00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 69,131 | -26.12 | 4,633 | -18.12 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 210,728 | -2.34 | 14,123 | 8.21 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 152,503 | -0.62 | 10,221 | 5.28 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 12,934 | -2.58 | 867 | 7.98 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 135,915 | -0.92 | 9,109 | 9.80 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 10,987 | 0.00 | 736 | 10.84 | ||||
| 2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 388,711 | 0.72 | 26,051 | 11.62 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 8,800 | 6.64 | 590 | 18.04 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 97,873 | 8.62 | 6,559 | 20.37 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 4,294 | 0.00 | 288 | 10.81 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 285,749 | 5.06 | 19,151 | 16.41 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 3,180 | 213 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 181,452 | 0.81 | 12,161 | 11.70 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 8,584 | -16.89 | 575 | -7.85 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 7,994 | 0.00 | 536 | 10.77 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 4,771 | 0.00 | 320 | 10.76 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 73,455 | 61.75 | 4,923 | 79.24 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 6,068 | 0.26 | 407 | 11.23 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 47,356 | 0.31 | 3,174 | 5.45 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 65,654 | -6.40 | 4,400 | 3.72 | ||||
| 2025-07-31 | 13F | City State Bank | 2,905 | 0.87 | 195 | 11.49 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 142,504 | -4.71 | 9,551 | 5.15 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,403 | -98.72 | 50 | -99.26 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 323,105 | 3.70 | 20,653 | 2.87 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5,163 | 0.16 | 346 | 11.25 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 104,898 | 0.71 | 6,344 | -4.46 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 68,769 | -0.10 | 4,714 | 13.24 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 59,299 | 0.11 | 3,974 | 10.94 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 262,135 | 0.70 | 17,568 | 11.59 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 86,959 | -2.85 | 5,828 | 7.67 | ||||
| 2025-08-05 | 13F | Westwood Wealth Management | 7,420 | 0.00 | 497 | 10.94 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 1,466,921 | 5.77 | 98,313 | 17.21 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 12,868 | 0.16 | 862 | 10.94 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 145,369 | 5.93 | 9,743 | 17.39 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 20,831 | 0.00 | 1,396 | 10.88 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 3,599 | -14.29 | 241 | -5.12 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 25,684 | -4.17 | 1,721 | 6.17 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,425,092 | 0.77 | 229,550 | 11.66 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 146,748 | 0.72 | 9,835 | 11.62 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 81,829 | 0.00 | 5,639 | 14.87 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 3,168 | 212 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 37,731 | 0.00 | 2,529 | 10.83 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 208,293 | 4.24 | 13,960 | 15.51 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 16,986 | 0.00 | 1,138 | 10.81 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 11,415,600 | 20.25 | 765,074 | 33.25 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 23,454 | 1,499 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,626,695 | 0.46 | 243,061 | 11.32 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 104 | 0.00 | 7 | 0.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 11,074 | 0.00 | 742 | 10.91 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 441,725 | -0.54 | 29,604 | 10.22 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 13,637 | 0.00 | 914 | 10.80 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 29,025 | -3.84 | 1,945 | 6.58 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 85,199 | -5.23 | 5,710 | 5.02 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 23,116 | -0.47 | 1,549 | 10.33 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2,078 | 21.88 | 139 | 34.95 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 24,476 | 0.00 | 1,640 | 10.81 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1,103 | -50.02 | 74 | -45.11 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 956,200 | 29.57 | 64,085 | 43.58 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 5,610 | 0.00 | 376 | 10.62 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 17,647 | 0.00 | 1,183 | 10.78 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 233,918 | 1.16 | 15,677 | 12.11 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 1,776 | 0.28 | 119 | 11.21 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 31,550 | -2.26 | 2,114 | 8.30 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 11,600 | 0.00 | 777 | 10.84 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 8,032 | 16.66 | 538 | 29.33 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 482,598 | -0.98 | 32,344 | 9.72 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 236,361 | -6.97 | 15,841 | 7.43 | ||||
| 2025-07-21 | 13F | 25 Llc | 15,742 | 0.11 | 1,055 | 10.94 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 3,079 | 206 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1,955 | 0.00 | 131 | 11.02 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 1,029,271 | 7.17 | 68,982 | 18.76 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 4,643 | 0.00 | 311 | 11.07 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 14,131 | -9.31 | 947 | 0.53 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,226,641 | 5.29 | 82 | 17.14 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6,544 | 0.28 | 439 | 11.17 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 6,705 | 0.00 | 449 | 10.86 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2,730,367 | 9.98 | 182,989 | 21.87 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 19,215 | 9.45 | 1,288 | 21.30 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,588 | -58.34 | 106 | -53.91 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 498,287 | 7.59 | 33,395 | 19.23 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2,275 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 1,306 | 0.31 | 88 | 11.54 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 96,140 | 0.72 | 6,443 | 11.61 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 154,060 | -5.98 | 10,576 | 6.28 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 4,989 | 0.00 | 334 | 10.96 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 519,119 | 1.41 | 34,791 | 12.37 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6,946 | -22.28 | 466 | -13.89 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,883 | -0.05 | 129 | 24.04 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 47,859 | 5.75 | 3,207 | 17.21 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 38,996 | 41.47 | 2,614 | 56.75 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 612 | |||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,939 | 0.00 | 197 | 10.73 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 44,020 | 0.00 | 2,950 | 10.82 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 75,052 | -2.26 | 5,030 | 8.29 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 29,016 | -5.36 | 1,945 | 4.85 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 696,320 | -43.72 | 46,667 | -37.63 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 10,534 | -9.15 | 706 | 0.57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 504 | -32.80 | 34 | -29.79 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 181,909 | 7.50 | 12,192 | 19.12 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 675,427 | 0.14 | 45,483 | 25.70 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1,034 | 0.00 | 69 | 11.29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3,800 | 255 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6,329 | 424 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 19,139,485 | 3.84 | 1,282,728 | 15.07 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 13,559 | -9.73 | 909 | 0.00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 54,670 | 0.00 | 3,664 | 10.80 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 28,906 | 0.00 | 1,937 | 10.81 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 79,702 | -0.94 | 5,342 | 9.76 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4,180 | 20.43 | 280 | 33.97 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 14,168 | 0.00 | 950 | 10.86 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 150,970 | 10,118 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1,035 | 0.00 | 69 | 11.29 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 19,672 | 18.38 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 287,941 | 8.23 | 19,298 | 19.93 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28,544 | 20.36 | 1,913 | 33.40 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3,128 | 210 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 95,200 | 6,380 | ||||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 450,260 | 0.45 | 30,176 | 11.31 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 9,885 | 0.00 | 662 | 10.89 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4,919 | 14.61 | 330 | 27.03 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 170,180 | 0.05 | 11,405 | 10.87 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 7,190 | 0.00 | 482 | 10.83 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 150,036 | -47.76 | 10,055 | -42.11 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 482 | 0.00 | 32 | 10.34 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 2,626,300 | 0.00 | 176,015 | 10.81 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 35,895 | 876.47 | 2,406 | 983.33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,987,532 | 25.33 | 133,194 | 38.87 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 813 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 145,825 | 62.51 | 9,773 | 80.08 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 49,514 | -1.09 | 3,318 | 9.61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6,399 | 0.00 | 429 | 10.59 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 12,557 | 23.52 | 842 | 36.97 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 70,833 | 3.34 | 4,747 | 14.52 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 79,993 | -16.54 | 5,361 | -7.51 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 783 | -96.75 | 52 | -96.43 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 145 | -50.00 | 10 | -47.06 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 64,006 | 0.00 | 4,290 | 10.80 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 536 | 0.00 | 36 | 9.38 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 824 | 0.24 | 55 | 12.24 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3,794 | 0.26 | 254 | 11.40 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 432,006 | 1.51 | 29,100 | 20.15 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,301 | 355 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,023,380 | 3.19 | 135,588 | 14.33 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 76,445 | 57.42 | 5,123 | 74.49 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 25,470 | 0.00 | 1,707 | 10.78 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 4,056 | 0.00 | 272 | 10.61 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21,240 | 0.00 | 1,423 | 10.83 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 7,752 | 0.00 | 520 | 10.90 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 4,604 | -18.01 | 309 | -9.14 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15,641 | 1,048 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 8,980 | 0.00 | 602 | 10.68 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 80,074 | 3.12 | 5,367 | 14.27 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 150,301 | -10.29 | 10,073 | -0.58 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 154,140 | 10 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,023 | 10.67 | 270 | 22.83 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 82,445 | -5.20 | 5,525 | 5.06 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 20,581 | -2.28 | 1,379 | 8.33 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 4,335 | 0.28 | 291 | 11.11 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 27,510 | 0.08 | 1,844 | 10.89 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 216,015 | 4.23 | 14,477 | 15.50 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 14,535 | -26.99 | 974 | -19.44 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 497,847 | -0.99 | 33,366 | 9.71 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 44,405 | 15.13 | 3,046 | 30.62 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 9,115 | 0.00 | 611 | 10.71 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 311,989 | 5.54 | 20,910 | 16.95 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 1,860 | 0.00 | 125 | 10.71 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 15,045 | -37.80 | 1,008 | -31.05 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 637,122 | -2.76 | 42,700 | 7.75 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1,219,630 | -1.04 | 81,740 | 9.66 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1,009,455 | -0.99 | 67,654 | 9.72 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 8,289 | 0.00 | 556 | 10.78 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 10,308 | 1.03 | 691 | 11.83 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 195,364 | 6.52 | 13,093 | 18.04 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 6,194 | 7.46 | 415 | 19.25 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8,961 | -8.23 | 619 | 4.92 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 87,355 | 0.39 | 5,855 | 11.25 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 4,727 | 0.00 | 317 | 10.88 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 19,330 | 1.92 | 1,295 | 13.00 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 23,836 | 9.24 | 1,597 | 21.08 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 3,524 | 0.00 | 236 | 10.80 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 796,649 | 7.10 | 53,391 | 18.68 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 3,476 | 233 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 670,487 | 6.59 | 44,936 | 18.12 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8,692 | 0.23 | 583 | 11.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 238,673 | 17.96 | 15,996 | 30.71 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 23,724 | 1.18 | 1,590 | 12.06 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 78,236 | 293.96 | 5 | 400.00 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 3,389 | 0.21 | 204 | -5.58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 57,196 | 318.44 | 3,833 | 364.04 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 69,438 | 6.32 | 4,654 | 17.83 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 148,913 | 9,980 | ||||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4,297 | 0.00 | 288 | 10.81 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 12,422 | 0.12 | 833 | 10.93 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 30,148 | 2,049 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 8,364 | 0.00 | 561 | 10.89 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3,659 | 245 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 4,858 | 0.27 | 326 | 10.92 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 21,413 | -16.06 | 1,435 | -6.94 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 60,730 | -0.39 | 4,070 | 10.39 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 12,269 | 0.27 | 822 | 11.08 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 42,620 | -1.10 | 2,856 | 9.59 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 511,481 | -52.16 | 34,279 | -46.98 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 79,223 | 0.79 | 5,310 | 11.70 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 76,182 | 39.83 | 5,106 | 54.98 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 7,049 | 0.00 | 472 | 10.80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 74,406 | 188.42 | 4,965 | 219.91 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 35,284 | 2,365 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12,322 | 8.36 | 826 | 20.09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 366,802 | 5.48 | 24,583 | 16.89 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 10,830 | 0.00 | 726 | 10.86 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 23,637 | 7.47 | 1,584 | 19.10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 601,524 | 8.67 | 40,314 | 20.42 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 53,454 | 12.53 | 3,582 | 24.72 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 7,682 | 0.00 | 515 | 10.78 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 882,747 | 12.77 | 59,114 | 24.86 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Private Management Group Inc | 14,618 | -0.34 | 980 | 10.37 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 6,583 | 0.00 | 441 | 10.80 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 8,593 | 0.00 | 576 | 10.79 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2,396,803 | -4.39 | 160,634 | 5.95 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 132,559 | 5.24 | 8,884 | 16.62 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 5,587 | 0.00 | 374 | 10.98 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,790 | -16.22 | 254 | 4.96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6,384 | -5.17 | 428 | 4.91 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 10,045 | 0.00 | 673 | 10.87 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 13,466 | -1.68 | 903 | 8.94 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 15,741 | 1,055 | ||||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 15,351 | 0.56 | 1,029 | 11.38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 574,599 | 0.97 | 38,510 | 11.89 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10,263 | 0.00 | 688 | 10.81 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 124,188 | -0.19 | 8,323 | 10.60 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9,259 | 51.81 | 621 | 68.48 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 13,981 | 937 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 26,723 | 0.00 | 1,791 | 10.77 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,656 | 110.96 | 111 | 134.04 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 8,635,996 | -3.74 | 578,784 | 6.67 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 4,939 | 0.00 | 331 | 11.07 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 8,547 | 0.00 | 573 | 10.85 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 97,411 | -11.33 | 6,528 | -1.75 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4,496 | 0.00 | 301 | 11.07 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 8,400 | 0.00 | 563 | 10.63 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 157,609 | -0.53 | 10,563 | 10.23 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 101,090 | 6,775 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 280,530 | 0.00 | 16,966 | -5.13 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 9,987 | 17.36 | 669 | 30.16 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 9,039 | 5.25 | 606 | 16.57 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4,078 | 0.00 | 273 | 10.98 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 307,722 | -32.39 | 20,624 | -25.08 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 712,470 | -2.01 | 47,750 | 8.59 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 3,057 | 205 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 14,544 | 0.00 | 975 | 10.81 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 4,861 | 0.00 | 326 | 10.92 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 40,882 | 0.56 | 2,740 | 11.43 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 9,505 | 0.26 | 637 | 11.17 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 8,259 | 559 | ||||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 4,346 | 0.09 | 291 | 11.07 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 95,062 | -2.35 | 6,371 | 8.22 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 567 | 0.18 | 38 | 11.76 | ||||
| 2025-08-14 | 13F | Clg Llc | 58,352 | 1.91 | 3,911 | 12.91 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 283,931 | 0.11 | 19,029 | 10.93 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 508,591 | 6.69 | 34,086 | 18.22 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 6,519 | 0.00 | 437 | 10.66 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4,690 | 0.00 | 314 | 10.95 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9,070 | 0.00 | 608 | 10.77 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 94,864 | 14.00 | 6,358 | 26.36 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 310,344 | -17.46 | 20,796 | -8.56 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 5,881 | 394 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 54,499 | -0.01 | 3,653 | 10.80 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33,442 | -42.76 | 2,241 | -36.57 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 165,258 | 318.13 | 11,076 | 363.39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 99,759 | 0.39 | 6,686 | 11.25 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 14,973 | -0.46 | 1,003 | 10.34 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 448,953 | -5.02 | 30,089 | 5.25 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 5,010 | 0.28 | 336 | 10.93 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 12,264 | 7.02 | 784 | 20.09 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13,344 | 0.27 | 894 | 11.19 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3,164 | 212 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 18,355 | 0.00 | 1,230 | 10.81 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1,004 | 0.00 | 67 | 11.67 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 8,056 | 0.00 | 540 | 10.68 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 11,496 | 12.17 | 770 | 24.39 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 146,566 | 34.78 | 9,823 | 49.35 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,924 | 3.34 | 799 | 15.13 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 109,680 | 36.01 | 7 | 75.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 512 | 0.00 | 34 | 13.33 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 2,264 | 0.00 | 152 | 11.03 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1,205,949 | 5.29 | 80,823 | 16.67 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 295,718 | 0.09 | 19,819 | 10.92 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 4,561 | 0.00 | 306 | 10.91 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 695,585 | 16.38 | 46,618 | 28.96 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 38,243 | 3.47 | 2,563 | 14.68 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 272,920 | 2.68 | 18,257 | 13.57 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 47,258 | 5.57 | 3,167 | 16.99 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5,834 | 31.10 | 0 | |||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 108,297 | -0.29 | 7,258 | 10.51 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 9,462 | 0.00 | 634 | 10.84 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 12,796 | 1.20 | 858 | 12.17 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 8,282 | 4.85 | 555 | 16.35 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 85,055 | -3.02 | 5,700 | 7.47 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 6,868 | -17.15 | 460 | -8.18 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 28,111 | 0.00 | 1,884 | 10.76 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 46,481 | 1.89 | 3,115 | 12.90 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 22,154 | 2.76 | 1,485 | 13.89 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3,260 | 218 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 26,023 | 0.19 | 1,574 | -4.95 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 112,287 | 2,993.31 | 8 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,299,746 | 6.31 | 87,109 | 17.80 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 3,819 | 0.00 | 256 | 10.87 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 985,771 | -5.93 | 66,066 | 4.24 | ||||
| 2025-08-07 | 13F | Commerce Bank | 11,383 | -18.03 | 763 | -9.18 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 57,114 | 13.48 | 3,828 | 25.76 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 3,741 | 2.75 | 253 | 15.00 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 89,621 | -15.28 | 6,006 | -6.13 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,090,394 | 15.37 | 73,078 | 27.85 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 58,285 | -0.43 | 3,906 | 10.34 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 43,375 | -1.47 | 2,907 | 9.20 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 12,210 | 0.00 | 818 | 10.84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,634,690 | 1.72 | 111,077 | 14.28 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9,508 | -20.69 | 637 | -12.14 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3,476 | 0.00 | 233 | 10.48 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24,447 | 11.34 | 1,638 | 23.44 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 4,707 | 0.00 | 315 | 10.92 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 46,276 | 0.13 | 3,101 | 10.99 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 721,271 | 5.09 | 48,130 | 15.95 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11,996 | 1.06 | 804 | 11.99 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 3,756 | 0.27 | 252 | 11.06 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 82,098 | 0.10 | 5,502 | 10.93 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 13,152 | 0.00 | 881 | 10.82 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 14,314 | -12.92 | 959 | -3.52 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 85,782 | 21.28 | 5,749 | 34.42 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 44,921 | -2.63 | 3,011 | 7.89 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4,064 | 0.00 | 272 | 11.02 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 29,783 | 0.04 | 1,996 | 10.89 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8,832 | 0.00 | 592 | 10.67 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 6,353 | 0.00 | 426 | 10.68 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 42,766 | 0.00 | 2,866 | 10.83 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 78,721 | -1.41 | 5,276 | 9.24 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 3,514 | -26.85 | 236 | -18.97 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 6,933 | 0.00 | 465 | 10.74 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 547,471 | 3.98 | 36,692 | 15.22 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5,673 | 0.00 | 380 | 10.79 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 26,076 | 100.54 | 1,748 | 122.26 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 248,866 | 0.20 | 16,679 | 11.03 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 17,652 | 0.27 | 1,183 | 11.18 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 116,327 | 4.17 | 7,796 | 15.43 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15,945 | 61.47 | 1,069 | 78.89 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 10,228 | 0.00 | 685 | 10.84 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3,420 | 209.78 | 229 | 246.97 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,328 | 0 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 17,634 | 1,182 | ||||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 6,251 | 0.00 | 419 | 10.58 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 31,246 | 0.00 | 2,094 | 10.85 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 3,912 | -21.02 | 262 | -12.37 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 34,347 | 20.70 | 2,302 | 33.70 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 9,556 | -3.17 | 578 | -8.27 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 40,485 | -7.33 | 2,713 | 2.69 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 155,783 | -75.45 | 10,441 | -72.80 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 4,658 | 3.33 | 312 | 14.71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18,481 | 46.74 | 1,239 | 62.68 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 665,448 | 122.86 | 44,598 | 146.96 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 89,054 | 279.15 | 5,968 | 320.28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 143,113 | 11.93 | 9,591 | 24.04 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 225,530 | -8.72 | 15,115 | 1.15 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 8,600 | 576 | ||||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 149,774 | -4.91 | 10,038 | 5.38 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 111,342 | 2.81 | 7,462 | 13.94 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 359 | 0.00 | 24 | 14.29 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 14,717 | 0.00 | 986 | 10.79 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 7,015 | 0.00 | 470 | 10.85 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 4,790 | 0.25 | 321 | 11.46 | ||||
| 2025-08-08 | 13F | Creative Planning | 3,530,566 | -0.82 | 236,619 | 9.91 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 80,861 | 3.23 | 5,419 | 14.40 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1,224,999 | 2.27 | 82,099 | 13.33 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 45 | 0.00 | 3 | 50.00 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 34,028 | 0.00 | 2,281 | 10.79 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 24,000 | 1,608 | ||||||
| 2025-04-17 | 13F | Scratch Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3,794 | 0.26 | 254 | 11.40 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11,048 | 0.27 | 740 | 11.11 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 40,810 | -1.31 | 2,735 | 9.40 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 25,085 | 0.22 | 1,681 | 11.10 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 277,065 | 2.86 | 18,569 | 13.98 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5,412 | 28.89 | 363 | 43.08 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 6,907 | 0.00 | 463 | 10.79 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 17,869 | -3.25 | 1,198 | 8.13 | ||||
| 2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 3,370 | 0.00 | 226 | 10.84 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5,407 | 31.56 | 362 | 38.17 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 908,286 | -23.30 | 60,873 | -15.01 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 93,196 | 21.55 | 6,246 | 34.68 | ||||
| 2025-08-14 | 13F | Betterment LLC | 159,219 | 62.34 | 11 | 100.00 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 175,324 | 5.92 | 11,750 | 17.38 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 6,778 | -10.17 | 454 | -0.44 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 3,330 | 230 | ||||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 7,736 | 0.00 | 518 | 10.92 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 4,525 | 0.27 | 303 | 11.40 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 803 | 0.25 | 55 | 17.39 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 143,574 | 1.17 | 9,622 | 12.12 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3,540 | 237 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 5,001 | 0.00 | 335 | 0.90 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 4,313 | 0.28 | 289 | 11.15 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 40,539 | -8.33 | 2,717 | 1.57 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6,793 | 455 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 26,815 | 0.00 | 1,797 | 10.86 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 750,294 | 17.50 | 50,285 | 30.21 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 6,908 | 0.01 | 463 | 10.79 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,517,541 | 1.26 | 168,726 | 12.21 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 53,640 | -1.26 | 3,595 | 9.41 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 34,999 | 0.00 | 2,346 | 10.82 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3,502 | 0.00 | 235 | 10.90 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 9,899 | 0.27 | 663 | 11.06 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,159 | 0.00 | 78 | 10.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27,901 | 4.32 | 1,870 | 15.58 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,976,107 | 3.58 | 266,479 | 14.78 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 47,447 | -0.11 | 3,180 | 10.69 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 12,342 | -1.15 | 827 | 9.54 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6,637 | 14.87 | 450 | 22.01 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,725,749 | -10.52 | 115,660 | -0.85 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 23,812 | 0.00 | 1,596 | 10.76 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Applied Capital LLC | 21,933 | -0.55 | 1,470 | 10.20 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 47,654 | 0.00 | 3,194 | 10.79 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 313,128 | -17.70 | 20,986 | -9.17 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 10,698 | 5.68 | 717 | 17.16 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 67,117 | 103.51 | 4,498 | 125.58 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 187,677 | 0.22 | 12,578 | 11.06 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 5,115 | 0.00 | 343 | 10.68 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 5,286 | -2.54 | 354 | 7.93 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 19,966 | 0.20 | 1,338 | 11.04 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,853 | -0.02 | 325 | 10.92 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 20,314 | 11.57 | 1,361 | 23.61 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 9,918 | -95.25 | 665 | -22.07 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 15,999 | 0.00 | 1,087 | 12.41 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 4,970 | -0.90 | 333 | 9.90 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 2,337,557 | 1.32 | 156,663 | 12.27 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 4,186 | 0.26 | 281 | 11.11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 91,007 | -2.17 | 6,099 | 8.41 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 13,783 | 0.01 | 924 | 10.80 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8,011 | -37.63 | 537 | -30.93 | ||||
| 2025-07-15 | 13F | Maseco Llp | 7,896,996 | 529,336 | ||||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 28,338 | -0.67 | 1,899 | 10.09 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10,116 | 0.24 | 678 | 10.98 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 3,482 | -0.91 | 233 | 8.88 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 4,763 | 0.00 | 319 | 10.76 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 3,106 | -21.96 | 208 | -13.33 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 5,721 | 0.00 | 383 | 10.69 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 10,080 | -8.74 | 1 | |||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Motco | 4,184 | 0.00 | 287 | 13.04 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4,122 | 276 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 4,604 | 3.79 | 309 | 14.93 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 76,469 | 3.91 | 5,125 | 15.15 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 8,635 | 0.00 | 579 | 10.73 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 3,249 | -16.20 | 218 | -7.26 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 16,915 | 0.00 | 1,134 | 10.75 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 4,666 | -8.04 | 313 | 1.96 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 313 | 0.00 | 21 | 11.11 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 8,762 | 0.00 | 530 | 0.00 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 7,290 | 0.00 | 500 | 13.41 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 809,909 | 6.51 | 54,280 | 18.03 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 201,381 | 4.21 | 13,497 | 15.48 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5,819 | 9.92 | 390 | 21.88 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 229,443 | -8.29 | 15,377 | 1.63 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12,238 | 0.00 | 820 | 10.81 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 52,196 | 1.48 | 3,498 | 12.48 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 7,704 | -13.32 | 516 | -3.91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 12,147 | -21.51 | 814 | -12.94 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 12,183 | 0.00 | 817 | 10.87 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 242,876 | 53.21 | 16 | 77.78 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3,095,429 | 6.97 | 207,456 | 18.46 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,043 | 3.40 | 204 | 14.69 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 282,690 | 1.35 | 18,946 | 12.31 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 170,128 | 25.44 | 11,402 | 39.00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,102 | 208 | ||||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 3,336 | 0.00 | 213 | 0.00 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 18,652 | -54.91 | 1,250 | -50.02 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1,013,963 | -0.50 | 67,956 | 10.26 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 107 | 62.12 | 6 | 50.00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 148,913 | 4.64 | 9,980 | 15.97 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 70 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 354,270 | 1.29 | 23,743 | 12.25 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 86,910 | 48.43 | 5,825 | 64.47 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 7,621 | 511 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 6,514 | -2.63 | 437 | 7.92 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 233,876 | -1.69 | 15,674 | 8.94 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 346,935 | -4.24 | 23,252 | 6.11 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 509 | 14.38 | 35 | 30.77 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5,823 | 0.28 | 390 | 11.11 | ||||
| 2025-08-05 | 13F | Burney Co/ | 5,117 | 0.00 | 343 | 10.68 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 45,621 | 0.94 | 2,759 | -4.23 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 8,844 | -11.91 | 593 | -2.47 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 2,154 | 0.00 | 144 | 5.11 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,118 | 0.00 | 75 | 10.45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,084,925 | -3.54 | 541,852 | 6.89 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 10,093 | 0.00 | 676 | 10.82 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 10,361 | 0.00 | 694 | 10.86 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,217 | 267.01 | 283 | 308.70 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 7,868 | 25.15 | 527 | 38.68 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10,592 | 100.00 | 710 | 121.56 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 102,683 | 1,350.73 | 6,882 | 1,507.71 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 13,060 | 0.27 | 875 | 11.18 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 4,133 | 0.00 | 277 | 10.84 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 695,183 | -2.47 | 42,045 | -7.48 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 31,244 | 0.01 | 2,094 | 10.80 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 35,582 | 81.97 | 2,374 | 101.87 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 8,821 | -62.15 | 533 | -64.11 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1,532,653 | 14.73 | 102,718 | 27.14 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 5,794 | 388 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2,326 | 156 | ||||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 179,702 | -1.52 | 12,044 | 9.12 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 16,675 | 0.00 | 1,118 | 10.81 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14,569 | -27.28 | 976 | -19.41 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 1,835 | 0.27 | 123 | 10.91 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 17,015 | 0.00 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,122 | 0.00 | 276 | 10.84 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 4,536 | 0.00 | 304 | 10.95 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 60,215 | 209.37 | 4,036 | 242.82 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 11,222 | -24.06 | 752 | -15.79 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 171,359 | -1.98 | 11,484 | 11.01 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 3,384 | -44.40 | 227 | -38.59 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3,348 | 0.06 | 224 | 10.89 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 159,496 | 2.66 | 10,689 | 13.76 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,623 | 0.00 | 109 | 10.20 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 412,324 | 6.52 | 27,634 | 18.04 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10,549 | -25.47 | 736 | -13.21 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7,411 | 497 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 61,928 | -0.47 | 4,150 | 10.28 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 644,963 | 9.75 | 43,225 | 21.61 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4,834 | 0.00 | 324 | 10.62 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 391,774 | 0.68 | 26,257 | 11.57 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 17,509 | -1.47 | 1,173 | 9.22 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 5,477 | 0.00 | 367 | 10.88 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 504,951 | -0.49 | 33,842 | 10.26 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 60,076 | -4.87 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 29,864 | 0.00 | 2,001 | 10.80 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 6,987 | 468 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27,853 | 2.75 | 1,867 | 13.85 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 369 | 0.00 | 25 | 9.09 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 5,225 | 16.84 | 350 | 29.63 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 23,132 | 0.09 | 1,550 | 10.95 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 120,217 | 2.17 | 8 | 14.29 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2,161 | 0.00 | 145 | 10.77 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 5,721 | 0.00 | 383 | 10.69 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 229,645 | 15,391 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,461 | -62.66 | 98 | -60.25 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 57,767 | 2.03 | 3,872 | 13.05 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 108,430 | 6.56 | 7 | 16.67 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 24,320 | 0.27 | 1,630 | 11.12 | ||||
| 2025-08-14 | 13F | Fmr Llc | 59,537 | 21.23 | 3,990 | 34.34 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 24,011 | 0.16 | 1,609 | 11.04 | ||||
| 2025-05-16 | 13F | Great Lakes Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 10,178 | -1.12 | 682 | 9.65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16,571 | -23.83 | 1,111 | -15.59 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 12,604 | 9.88 | 845 | 21.79 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 94,934 | -3.28 | 6,362 | 7.18 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3,236 | 1,089.71 | 217 | 1,250.00 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 280,262 | -2.99 | 18,783 | 7.50 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 356,207 | -7.92 | 23,873 | 2.04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 175,309 | -1.02 | 11,749 | 9.68 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3,509 | 0.00 | 235 | 10.85 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37,333 | 2.23 | 2,502 | 13.32 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 30,857 | 63.45 | 2,068 | 81.24 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 55,342 | 0.64 | 3,709 | 11.55 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 946,784 | -2.37 | 63,453 | 8.18 | ||||
| 2025-07-17 | 13F | Peavine Capital, Llc | 7,433 | 0.00 | 498 | 10.91 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 6,606 | 5.59 | 443 | 16.93 | ||||
| 2025-08-07 | 13F | PFG Advisors | 174,936 | 7.21 | 11,724 | 18.81 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 7,369 | -48.44 | 494 | -42.94 |
