Mga Batayang Estadistika
| Pemilik Institusional | 631 total, 631 long only, 0 short only, 0 long/short - change of 1.12% MRQ |
| Alokasi Portofolio Rata-rata | 1.4730 % - change of -5.28% MRQ |
| Saham Institusional (Jangka Panjang) | 358,380,476 (ex 13D/G) - change of 7.36MM shares 2.10% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 15,195,404 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Fidelity Merrimack Street Trust - Fidelity Total Bond ETF (US:FBND) memiliki 631 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 358,380,476 saham. Pemegang saham terbesar meliputi Northwestern Mutual Wealth Management Co, Morgan Stanley, Fmr Llc, Bank Of America Corp /de/, Sagespring Wealth Partners, Llc, Jpmorgan Chase & Co, Country Trust Bank, Dynasty Wealth Management, Llc, Envestnet Asset Management Inc, and LPL Financial LLC .
Struktur kepemilikan institusional Fidelity Merrimack Street Trust - Fidelity Total Bond ETF (ARCA:FBND) 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 46.32 / share. Previously, on September 9, 2024, the share price was 46.90 / share. This represents a decline of 1.24% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 7,216 | -8.98 | 330 | -8.59 | ||||
| 2025-08-07 | 13F | Nwam Llc | 49,362 | 28.22 | 2,246 | 27.77 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 398,478 | -2.01 | 18 | 0.00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 696,674 | 13.95 | 31,873 | 14.20 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 63,001 | 0.11 | 2,882 | 0.35 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 69,846 | 0.04 | 3,195 | 0.25 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 460,965 | 10.53 | 21,089 | 10.77 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 20,509 | -5.05 | 938 | -4.87 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,116 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 104,394 | 1.99 | 4,776 | 2.23 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 153,078 | 32.83 | 7,003 | 32.76 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 385,144 | 17,629 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,668,791 | 11.20 | 259,347 | 11.45 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 58 | 0.00 | 3 | 0.00 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 341,340 | 6.93 | 15,676 | 7.15 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 40,842 | 2.25 | 1,869 | 2.47 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 66,474 | -4.24 | 3,041 | -4.01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,413 | -16.91 | 110 | -16.67 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 24,024 | -9.78 | 1,099 | -9.55 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 228,726 | 4.16 | 10,464 | 4.39 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 34,032 | 40.48 | 1,557 | 40.81 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5,135 | 1.20 | 235 | 1.30 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 19,958 | -7.20 | 913 | -6.93 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4,549 | 84.62 | 208 | 85.71 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 219,009 | 78.68 | 10,061 | 79.98 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 5,442 | 0.00 | 248 | 0.00 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 65,592 | 3,001 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1,460,941 | -0.86 | 67,094 | -0.66 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 123,863 | -3.88 | 5,667 | -3.67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 224,464 | 17.21 | 10,270 | 17.47 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 126,756 | 13.88 | 5,799 | 14.13 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 404,147 | 14.87 | 18,490 | 15.12 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 278,189 | -1.94 | 12,727 | -1.71 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 620 | 0.00 | 28 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 847,140 | -20.32 | 38,757 | -19.84 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 358,039 | 7.54 | 16,380 | 7.78 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6,835 | 313 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 141,664 | 6.10 | 6,481 | 6.33 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 13,553 | -0.18 | 620 | 0.16 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 37,790 | -16.96 | 1,729 | -16.80 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 419,913 | 3.70 | 19 | 5.56 | ||||
| 2025-04-17 | 13F | Precedent Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 42,242 | -15.71 | 1,933 | -15.52 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 234,839 | 3.60 | 10,744 | 3.82 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 72,963 | -1.37 | 3,338 | -1.15 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 87,628 | -0.37 | 4,024 | -0.17 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 56,247 | -55.78 | 2,573 | -55.69 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 121,955 | -5.64 | 5,579 | -5.44 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 520,833 | -3.23 | 23,656 | -1.63 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 9,394 | -0.53 | 430 | -0.46 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 16,986 | -9.08 | 772 | -9.51 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 133,676 | 8.92 | 6,116 | 9.16 | ||||
| 2025-07-17 | 13F | City Holding Co | 216 | 10 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 70,164 | -11.41 | 3,210 | -11.23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23,844 | -1.65 | 1,091 | -1.45 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 904 | 28.41 | 41 | 32.26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 199 | 158.44 | 12 | 300.00 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 738,238 | -0.32 | 33,774 | -0.10 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 90,041 | 46.49 | 4,119 | 46.84 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 9,146 | 1.60 | 418 | 1.95 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 6,870 | 0.00 | 314 | 0.32 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 32,974 | -42.14 | 1,514 | -42.04 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 17,411 | 30.87 | 797 | 31.14 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 10,379 | -46.34 | 477 | -46.28 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 10,002 | 2.27 | 458 | 2.47 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 326,253 | 11.77 | 14,926 | 12.02 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 37,498 | 222.18 | 1,716 | 222.98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 697,313 | 1.01 | 31,902 | 1.23 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 29,564 | 12.65 | 1,353 | 12.95 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 72,454 | 3,315 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 91,959 | 7.18 | 4,207 | 7.43 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 159,500 | 6.59 | 7,297 | 6.82 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 321,083 | 3.29 | 14,690 | 3.52 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 539,338 | 0.96 | 24,750 | 3.46 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 479,364 | 21.79 | 21,931 | 22.06 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,589 | 8.45 | 805 | 9.09 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 110,725 | 29.67 | 5,066 | 29.94 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 70,683 | 0.74 | 3,234 | 0.97 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 86 | 0.00 | 4 | 0.00 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 490,758 | -18.06 | 22,452 | -17.91 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,311,058 | -24.52 | 105,731 | -24.36 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 1,149,360 | 4.82 | 52,583 | 5.05 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 687,964 | -0.13 | 31,474 | 0.09 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 1,063,227 | 3.06 | 48,643 | 3.29 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 688,361 | 2.26 | 31,493 | 2.49 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 413,287 | 3.62 | 18,838 | 3.89 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 11,891 | -1.23 | 546 | -0.91 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 24,053 | 1.27 | 1,100 | 1.48 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 69,345 | 39.66 | 3,173 | 39.98 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 10,276 | 17.09 | 470 | 17.79 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 155,464 | 2.01 | 7,092 | 2.31 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 129,431 | 6.89 | 5,944 | 7.12 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 65,024 | -3.75 | 2,975 | -3.57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 97,501 | 2.74 | 4 | 0.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3,839,198 | -0.41 | 175,643 | -0.19 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 92 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 129,430 | 5,938 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 179,379 | -9.76 | 8,207 | -9.57 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 110,251 | 5,044 | ||||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 9,588 | 7.04 | 439 | 8.42 | ||||
| 2025-05-09 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 31,434 | 92.52 | 1,438 | 92.63 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 10,447 | -0.97 | 478 | -0.83 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 165,126 | 32.25 | 7,555 | 32.55 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1,073 | -8.05 | 49 | -5.77 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9,330 | 0.00 | 427 | 0.24 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 70,305 | 7.31 | 3 | 50.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 81 | -50.00 | 4 | -57.14 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,340 | 336 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 58,191 | 2,662 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,241 | 0.00 | 57 | 0.00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 17,126 | 0.05 | 784 | 0.26 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 509,993 | 7.23 | 23,164 | 8.16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,158,750 | 46.14 | 99 | 46.27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 29,131,588 | -16.65 | 1,332,770 | -16.46 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 325,782 | -12.33 | 14,905 | -11.50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 249,715 | 61.27 | 11,382 | 61.56 | ||||
| 2025-05-08 | 13F | SlateStone Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Gpwm Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 9,343 | 427 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Rockland Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2,087,492 | 6.24 | 95,503 | 6.48 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 10,410 | 10.63 | 476 | 10.96 | ||||
| 2025-04-30 | 13F | Christopher J. Hasenberg, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 238,964 | -4.83 | 10,933 | -4.62 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 134,468 | -21.97 | 6,152 | -21.80 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 18,975 | 69.72 | 868 | 70.20 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16,825 | 206.13 | 770 | 207.60 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,872 | 86 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 317,663 | 4.43 | 14,536 | 4.75 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,228 | -9.97 | 56 | -9.68 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,903 | 0.21 | 87 | 2.35 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 8,390 | -1.18 | 384 | -1.03 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 15,919 | -5.10 | 728 | -4.84 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 17,403 | 791 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1,325,768 | 15.54 | 60,654 | 15.79 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 192,949 | 2.98 | 8,827 | 3.20 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 12,434,438 | -0.15 | 568,876 | 0.07 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1,191,508 | 4.45 | 54,511 | 4.68 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13,137 | 91.95 | 601 | 92.63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,612 | 0.06 | 165 | 0.61 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 12,201 | 1.20 | 558 | 1.45 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8,378 | -48.57 | 383 | -48.45 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 42,580 | 1,375.40 | 184 | -19.74 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 7,014 | -10.05 | 321 | -9.86 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1,317 | -34.58 | 60 | -34.07 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 339,158 | 15,516 | ||||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 42,304 | -89.32 | 1,929 | -89.33 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2,079,076 | 14.29 | 95,118 | 14.54 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 40,079 | 400.49 | 1,834 | 402.19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,630,092 | 1.58 | 74,577 | 1.80 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 66,294 | 11.41 | 3,033 | 11.63 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 34,264 | -1.83 | 1,568 | -1.63 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 211,838 | 1.72 | 9,692 | 1.94 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 173,662 | 1.55 | 7,954 | 1.97 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 40,036 | 77.07 | 1,832 | 77.42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,203,788 | 0.03 | 192,380 | 0.25 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 34,342 | -14.27 | 1,571 | -14.06 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11,646 | 151.75 | 533 | 152.13 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16,322 | 88.11 | 747 | 88.38 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 39,607 | -0.58 | 1,812 | -0.33 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 13 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 419,910 | 3.94 | 19,211 | 4.16 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 56 | 0.00 | 3 | 0.00 | ||||
| 2025-04-30 | 13F | Adapt Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 512,223 | -12.39 | 23,294 | -12.73 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 74,424 | -5.27 | 3,405 | -5.08 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-02 | 13F | Private Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 162,702 | 2.43 | 7,444 | 2.65 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 330 | 0.00 | 15 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 | 2 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,128,200 | 2.82 | 51,615 | 3.04 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 830,048 | 1.57 | 37,975 | 1.79 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 120,900 | 1,235.32 | 5,531 | 1,239.23 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 17,254 | 0.10 | 789 | 0.38 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9,387 | -82.72 | 429 | -82.70 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 47,151 | 2,157 | ||||||
| 2025-08-08 | 13F | King Wealth | 21,857 | -2.31 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 349,715 | 21.44 | 15,999 | 21.70 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 607,204 | 1.81 | 27,780 | 2.03 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 902,915 | 4.07 | 41,308 | 4.30 | ||||
| 2025-04-30 | 13F | Capital Insight Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 256,400 | 3,364.86 | 11,730 | 3,380.71 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 116,478 | -3.84 | 5,329 | -3.64 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 25,338 | 36.28 | 1,159 | 36.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,739,930 | 48.34 | 80 | 49.06 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 201,581 | -2.43 | 9,113 | -3.37 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 611,705 | -0.47 | 27,986 | -0.25 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 174,146 | -0.54 | 7,946 | 1.21 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 113,616 | -1.79 | 5,198 | -1.59 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 58,287 | 11.38 | 2,667 | 11.64 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 210,665 | 20.43 | 9,638 | 20.69 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 317,111 | -11.51 | 14,448 | -11.05 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 233 | -7.91 | 11 | -9.09 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 11,449 | 0.18 | 526 | 0.38 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 111,850 | 287.91 | 5,117 | 293.62 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 732,963 | 1.02 | 33,533 | 1.24 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,686,232 | -63.80 | 77,145 | -63.72 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 33,984 | 0.19 | 1,555 | 0.39 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17,183 | 5.58 | 786 | 5.93 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,610,928 | 64.27 | 165,200 | 64.63 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 12,782 | -0.44 | 585 | -0.34 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 769,847 | 35,221 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 12,259 | -16.85 | 561 | -16.79 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 453,086 | -43.20 | 20,729 | -43.07 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 540,632 | 6.97 | 24,734 | 7.20 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 21,582 | -0.84 | 987 | -0.60 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 190,626 | 11.16 | 8,721 | 11.41 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 18,240 | 243.83 | 834 | 244.63 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 36,273 | -13.11 | 1,660 | -12.91 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 102,234 | -5.36 | 4,677 | -5.15 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 122,535 | 4.65 | 5,611 | 4.88 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,414,942 | 8.58 | 64,734 | 8.82 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 94,674 | 3.38 | 4,331 | 3.61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10,451 | 19.05 | 478 | 19.50 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 158,797 | 10.04 | 7,265 | 10.14 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 857,646 | 272.16 | 39,237 | 272.98 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 29,553 | 0.42 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 12,939 | 3.54 | 592 | 3.68 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 190,539 | 8,717 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4,900 | 223 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 31,396 | 21.77 | 1,436 | 22.01 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 230 | 0.00 | 11 | 0.00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 181,413 | -6.45 | 8,301 | -6.25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 460 | 21 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 172,304 | -0.98 | 7,883 | -0.77 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 113,779 | 5.13 | 5,205 | 5.36 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 23,539 | -3.49 | 1,077 | -3.32 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 964,941 | 3.59 | 44,146 | 3.81 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 104,919 | -43.16 | 4,800 | -43.03 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 18,112 | -2.96 | 829 | -2.82 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 32,293 | -16.33 | 1,555 | -11.50 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 431,992 | 7.37 | 19,764 | 7.61 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 97,322 | 9.24 | 4,452 | 9.47 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 5,873 | -7.77 | 269 | -7.59 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 549 | 1.10 | 25 | 4.17 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 315,286 | 168.99 | 14,424 | 169.61 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 491,611 | 2.26 | 22,491 | 2.49 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 17,303 | 792 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,530 | 344 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 111,581 | -14.31 | 5,105 | -14.13 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 137,220 | 7.19 | 6,278 | 7.41 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 6,372 | 292 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 34,720 | 484.51 | 1,588 | 485.98 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 19,981 | 0.09 | 914 | 0.33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 228,960 | 5.25 | 10 | 11.11 | ||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 7,762 | -10.20 | 355 | -9.90 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18,088 | 225.62 | 828 | 226.88 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 73,516 | -7.86 | 3,363 | -7.66 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 466 | 21 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1,948,185 | 2.99 | 89,129 | 3.21 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 456,876 | 5.38 | 20,902 | 5.62 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 15,712 | -5.34 | 719 | -5.15 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 407,431 | 10.75 | 18,640 | 10.99 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 20,713 | -39.44 | 948 | -39.33 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 240,364 | -15.94 | 11,144 | -14.60 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 140 | 6 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 24,106 | 0.00 | 1,103 | 0.18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 86,126,703 | 6.12 | 3,940,297 | 6.35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 56,751 | 0.31 | 2,596 | 0.54 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 746,164 | 0.68 | 34,137 | 0.90 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 561,532 | -3.92 | 26 | -3.85 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 502 | 0.00 | 23 | 0.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 58 | -98.19 | 3 | -98.61 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 177,703 | 14.98 | 8,130 | 15.22 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12,788 | 26.18 | 585 | 26.62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 130,100 | -15.98 | 5,952 | -15.79 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 24,639 | -11.57 | 1,127 | -11.33 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 17,196 | -11.11 | 1 | |||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 146,774 | 4.59 | 6,741 | 5.21 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 45 | 2.27 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 16,350 | -65.83 | 748 | -65.75 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 1,496,969 | 12.86 | 62,896 | 14.40 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 460 | 0 | ||||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 151,881 | 4.68 | 6,949 | 4.91 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 23,239 | -5.69 | 1,063 | -5.43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 165,088 | 6.34 | 7,553 | 6.56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,355,044 | 61,993 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,880,275 | 8.26 | 177,523 | 8.50 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 5,930 | 0.00 | 272 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,764,120 | 1.73 | 80,709 | 1.95 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 87,210 | -2.79 | 3,990 | -2.59 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 41,263 | 3.81 | 1,888 | 4.02 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 5,869,906 | -1.68 | 268,548 | -1.47 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 26,064 | -3.38 | 1,192 | -3.17 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 11,029 | 0.00 | 505 | 0.20 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 676,490 | 4.59 | 30,949 | 4.82 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9,961 | -0.24 | 456 | 0.00 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 654,193 | 6.71 | 29,929 | 6.95 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 7,041 | -14.32 | 322 | -14.13 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 39,125 | 0.00 | 1,790 | 0.17 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 18,250 | -1.89 | 835 | -1.77 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 293,593 | -49.46 | 13 | -50.00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 11,267 | -5.30 | 515 | -5.16 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 19,017 | 870 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1,312,340 | -72.38 | 60,040 | -72.32 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 2,958 | 135 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 278,215 | 6.36 | 12,728 | 6.60 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 30,264 | 163.65 | 1,385 | 164.12 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 144,076 | -1.78 | 6,592 | -1.47 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 452 | 21 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 73,066 | 3.05 | 3,343 | 3.28 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1,689 | -43.91 | 77 | -43.80 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 110,148 | 24.83 | 5,039 | 25.10 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Gould Asset Management Llc /ca/ | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 48,408 | 67.01 | 2,215 | 67.35 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3,286,565 | 3.30 | 150,360 | 3.53 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 42,244 | 17.65 | 1,933 | 17.88 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 46,160 | -1.11 | 2,112 | -1.08 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 161,680 | 3.28 | 7,397 | 3.50 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | HighMark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 75,506 | 108.88 | 3,454 | 109.33 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 152,622 | 5.76 | 6,982 | 6.00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 339,668 | 6.20 | 15,540 | 6.44 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 61,569 | -46.44 | 2,817 | -46.33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 27,148 | -0.71 | 1,243 | 0.97 | ||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 14,315 | -1.55 | 655 | -1.36 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 6 | -98.65 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 282,967 | 15.73 | 12,946 | 15.98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 8,291 | 40.86 | 380 | 41.79 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,743 | -30.54 | 125 | -29.38 | ||||
| 2025-04-14 | 13F | Daymark Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 366,077 | 1.24 | 16,748 | 1.46 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 781,056 | -8.15 | 35,733 | -7.95 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 260,891 | 32.35 | 11,936 | 32.64 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 89,400 | 6.05 | 4,090 | 6.29 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 16,287 | 18.87 | 745 | 19.20 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 50 | 2 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 11,562 | -7.57 | 527 | -6.41 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 28,533 | -44.93 | 1,305 | -44.82 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 108,496 | 576.16 | 4,964 | 578.01 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 13,279 | -4.39 | 608 | -4.26 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 56,129 | -48.11 | 3 | -50.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3,369,590 | 2.01 | 154,159 | 2.24 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 171,573 | 0.04 | 7,849 | 0.27 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 444,661 | 5.56 | 20,343 | 5.79 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 330,508 | 5.56 | 15,121 | 5.79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 221,633 | 53.20 | 10,140 | 53.53 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 8,155 | 0.00 | 373 | 0.27 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 82,623 | 0.14 | 3,794 | 0.74 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 116,547 | 18,517.73 | 5 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 240,015 | 1.05 | 10,981 | 2.15 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 5,938 | -9.62 | 272 | -9.36 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 61,406 | 2,820 | ||||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 15,565 | -11.36 | 707 | -11.74 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 423,510 | 6.14 | 19,376 | 6.37 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4,508 | 206 | ||||||
| 2025-04-11 | 13F | LPF Advisors LLC | 268,452 | 6.44 | 12,255 | 8.29 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 172 | -92.56 | 8 | -93.33 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 193,277 | -5.99 | 8,842 | -5.79 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 234,892 | 18.01 | 10,746 | 18.27 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 10,910 | 499 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Moneta Group Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 93,122 | 17.83 | 4,249 | 18.69 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 13,014 | -15.00 | 594 | -15.29 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 29,933 | 9.05 | 1,369 | 9.26 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 262,411 | 4.07 | 12,005 | 4.29 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 24,914 | 107.89 | 1,140 | 108.23 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 21,272 | -17.35 | 969 | -17.46 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 5,463 | 0.24 | 250 | 0.40 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25,376 | 4.42 | 1,161 | 4.60 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 12,964 | 0.00 | 593 | 0.34 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 40,697 | 5.51 | 1,862 | 5.74 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 62,337 | 3.65 | 2,852 | 3.86 | ||||
| 2025-07-16 | 13F | Novem Group | 6,597 | -6.20 | 302 | -6.23 | ||||
| 2025-05-12 | 13F | Condor Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 6,085 | 278 | ||||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 13,418 | 1.27 | 614 | 1.49 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 11,103 | 0.15 | 508 | 0.20 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 37 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 528,176 | -10.44 | 24,164 | -10.24 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 600 | 27 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 94,542 | 2.05 | 4,325 | 2.27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 738,850 | 3.79 | 33,802 | 4.02 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 52,130 | -82.72 | 2,385 | -82.68 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 37,636 | 10.81 | 1,722 | 11.03 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 968,869 | 2.89 | 44,326 | 3.11 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 178,630 | 90.28 | 8,172 | 90.71 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 466,096 | 43.73 | 21,324 | 44.05 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 19,533 | -43.66 | 894 | -43.55 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 10,727 | 0.07 | 491 | 0.20 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 22,885 | 5.20 | 1,047 | 5.34 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 401,306 | 828.33 | 18,360 | 830.51 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 834 | 38 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 266 | 0.00 | 12 | 0.00 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 39,135 | -60.65 | 1,790 | -60.56 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 45 | 2 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 43,808 | 0.10 | 2,004 | 0.35 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 15,778 | 10.18 | 722 | 10.41 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 556,287 | 26.83 | 25,450 | 29.33 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | OLIO Financial Planning | 884,042 | 3.50 | 40,445 | 3.72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8,753,600 | -14.45 | 400,477 | -14.26 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 258,737 | 5.60 | 11,844 | 5.83 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 239,504 | -11.62 | 10,957 | -11.42 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 121,135 | 9.64 | 5,530 | 11.54 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 732 | 27.75 | 33 | 26.92 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2,002 | -5.43 | 92 | -5.21 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 200 | 9 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 99,834 | 5.49 | 4,567 | 5.72 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 14 | -51.72 | 1 | -100.00 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 110,251 | 4.61 | 5,044 | 4.84 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 52,358 | 0.00 | 2,395 | 0.21 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 37,423 | -9.17 | 1,712 | -8.94 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 44,198 | -2.94 | 2,022 | -2.69 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12,522 | 1.44 | 575 | 1.77 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 689,209 | 8.63 | 31,531 | 8.86 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 15,810 | 723 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 85,292 | -8.03 | 3,903 | -7.75 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 301,732 | 5.68 | 13,702 | 4.65 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 9,211 | 0 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 693,691 | 93.41 | 32 | 93.75 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 517,455 | 0.71 | 23,674 | 0.93 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,624,445 | -0.27 | 211,568 | -0.05 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 22,616 | 2.40 | 1,035 | 2.27 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 99,335 | 12.12 | 4,545 | 13.23 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 270,616 | -0.76 | 12,381 | -0.55 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 260,741 | 11,929 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 414,712 | -9.98 | 18,973 | -9.74 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 11,574 | -1.91 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15,800 | -55.24 | 723 | -55.18 | |||
| 2025-08-14 | 13F | Prudent Investors Network | 948,805 | 4.47 | 43,408 | 4.70 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 22,041 | -33.73 | 1,009 | -33.60 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5,259 | 241 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 89,901 | 5.47 | 4,113 | 5.68 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 40,813 | 264.60 | 1,867 | 265.36 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 6,186,144 | 0.27 | 283,016 | 0.49 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 11,872 | -30.06 | 543 | -29.84 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 49,122 | 0.78 | 2,247 | 1.03 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 121,820 | 6.07 | 5,573 | 6.31 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 316,541 | 55.89 | 14,482 | 56.23 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 7,795 | 357 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 30,593 | 120.67 | 1,400 | 121.36 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 603,996 | 6.68 | 27,633 | 6.91 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 184,837 | -3.42 | 8,438 | -1.80 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 345,192 | -0.72 | 15,793 | -0.50 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 482,517 | 115.71 | 22,075 | 116.19 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,618 | -12.87 | 74 | -11.90 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 6,500 | 0.00 | 297 | 0.34 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 164,827 | 12.89 | 7,505 | 12.59 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 319 | 0.00 | 15 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,405,090 | 10.58 | 64 | 10.34 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 197,003 | -84.37 | 9,013 | -84.34 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 77,215 | 10.02 | 3,533 | 10.27 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 2,017,693 | 4,220.91 | 289 | -86.44 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 641 | 0.00 | 29 | 0.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 45,722 | 5.86 | 2,092 | 6.09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 69,629 | 3,186 | ||||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 25,027 | 25.15 | 1,145 | 25.44 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 70 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 9,733,745 | 1.85 | 129,608 | 6.89 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 39,527 | 334.70 | 1,803 | 334.46 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 4,702 | -2.83 | 215 | -2.27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 157,455 | 1.58 | 7,204 | 1.81 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 242,369 | 1.28 | 11,088 | 1.50 | ||||
| 2025-04-28 | 13F | FSM Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 261,352 | 3.62 | 11,957 | 3.85 | ||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 862,695 | 0.95 | 39,468 | 1.18 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 306,425 | 5.26 | 14,019 | 5.49 | ||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 288,391 | -0.53 | 13,194 | -0.32 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 17,963 | 20.95 | 822 | 21.27 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 337,897 | 32.10 | 15,459 | 32.39 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 17,542 | 110.11 | 803 | 110.50 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 24,138 | -9.05 | 1,104 | -8.84 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 773,483 | 5.35 | 35,506 | 5.56 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 53,030 | 2,426 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 54,442 | 416.63 | 2,491 | 417.67 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 79,453 | 19.56 | 3,635 | 19.82 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 212,800 | 8.21 | 9,665 | 7.08 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 3,097,702 | 0.04 | 141,720 | 0.26 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 4,383 | -35.82 | 201 | -35.69 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,867 | 314 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1,998,346 | 4.89 | 91,424 | 5.12 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 658,428 | 9.74 | 30,123 | 9.98 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 51,995 | 8.35 | 2,379 | 8.58 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 50,169 | 7.27 | 2,295 | 7.54 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Redwood Financial Network Corp | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Roof Eidam & Maycock/adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 23,921 | 1,094 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 84 | 5.00 | 4 | 0.00 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 7,942 | 364 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 5,242,838 | 1.94 | 239,860 | 2.16 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 576,197 | -4.50 | 26,361 | -4.29 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 97,294 | 1.47 | 4,451 | 1.69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 109,463 | 5.97 | 5,008 | 6.19 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 10,596 | 1.21 | 485 | 1.47 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 56,926 | 2.22 | 2,614 | 2.43 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 325 | 0.00 | 15 | 0.00 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 339,158 | 0.18 | 15,516 | 0.40 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4,487 | -9.35 | 205 | -8.89 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 358,613 | -5.17 | 16,407 | -4.96 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 71,396 | 3,231 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 301,397 | -1.75 | 13,789 | -1.54 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2,644,754 | 41.41 | 120,997 | 41.72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,211 | 92.83 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 142,324 | -7.85 | 6,511 | -7.65 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 367,504 | -7.27 | 16,813 | -7.07 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 33,360 | -2.10 | 1,526 | -1.86 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 91,798 | 442.51 | 4,200 | 443.91 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 453,931 | 5.17 | 21 | 5.26 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 69,493 | 105.16 | 3,188 | 106.21 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 430,988 | 22.05 | 19,718 | 22.31 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 76,150 | 24.28 | 3,497 | 24.54 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2,173,311 | -18.76 | 99 | -18.85 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 17,063 | 781 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 278,128 | 1.28 | 12,724 | 1.51 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 66,057 | 36.93 | 3,022 | 37.24 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 12,674 | -2.52 | 580 | -2.36 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 34,124 | 23.75 | 1,561 | 24.09 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 712,528 | 4.78 | 32,527 | 6.60 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 292,487 | -17.71 | 13,381 | -17.52 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 118,559 | -2.08 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 280,343 | 2.69 | 12,826 | 2.91 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,874 | -1.52 | 86 | -1.16 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 199,959 | -2.85 | 9,148 | -2.63 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 5,183 | -9.67 | 237 | -9.20 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,835 | 0.00 | 84 | 0.00 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 33,917 | -9.59 | 1,552 | -9.40 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 36,264 | 171.95 | 1,659 | 172.86 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 54,523 | -85.61 | 2,502 | -85.60 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 67,218 | 0.68 | 3,075 | 0.92 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 77,899 | -1.93 | 3,564 | -1.71 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 5,154 | 236 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 50,456 | -11.27 | 2,308 | -11.06 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,574 | 0.00 | 72 | 1.41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 838,606 | 16.54 | 38,366 | 16.79 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4,566 | -49.60 | 209 | -49.64 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 7,302 | 0.00 | 334 | 0.30 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 117,244 | 5,364 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 367,659 | 6.64 | 16,820 | 6.88 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 58,256 | 14.44 | 2,665 | 14.72 | ||||
| 2025-07-29 | 13F | R.P. Boggs & Co. | 242,253 | 620.22 | 11,083 | 622.02 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 140,317 | 1.55 | 6,420 | 1.78 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11,318 | 520 | ||||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 17 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 3,721 | 170 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 245,803 | -18.45 | 11,246 | -18.27 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 46,230 | 11.57 | 2,115 | 11.85 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,289,219 | 77.28 | 58,982 | 77.66 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 175,781 | 27.10 | 8,049 | 27.50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7,903 | -1.91 | 362 | -1.63 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 204,617 | 8.07 | 9,361 | 8.31 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,440,985 | 10.06 | 112 | 9.90 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 581,905 | 41.88 | 26,622 | 42.19 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 947,253 | 61.73 | 43,337 | 62.09 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 284,492 | 12.73 | 13,015 | 12.77 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 22,742 | 9.97 | 1,040 | 10.17 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 493,951 | 8.01 | 22,598 | 8.24 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 10,616 | 0.00 | 486 | 0.21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 221,840 | 8.21 | 10,149 | 8.25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,270,942 | 5.40 | 561,396 | 5.63 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 762,134 | 16.28 | 34,868 | 16.53 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 372,085 | 29.66 | 17,023 | 29.94 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 6,552 | -13.49 | 300 | -13.33 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 8,091 | 31.13 | 370 | 31.67 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 182,666 | 11.05 | 8,357 | 11.29 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14,422 | -10.41 | 647 | -11.85 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15,110 | 0.49 | 691 | 0.73 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23,970 | 37.56 | 1,097 | 37.86 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3,220 | 2,376.92 | 147 | 2,840.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 | -66.67 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 243,052 | 4.24 | 11,120 | 4.46 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 140,183 | 6.22 | 6,413 | 6.46 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 104,052 | 8.34 | 4,760 | 8.58 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 57 | 3 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 607,904 | 2.10 | 27,812 | 2.32 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 110,380 | -8.98 | 5,050 | -8.80 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 240,066 | -15.67 | 10,954 | -15.70 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 15,789 | -20.07 | 722 | -19.87 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 59,704 | 5.14 | 2,731 | 5.16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 150,385 | 1.79 | 6,862 | 1.75 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15,762 | 18.45 | 721 | 18.78 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,252,140 | 170.57 | 57,286 | 171.17 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 15,515 | 710 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 365,957 | -13.80 | 16,743 | -13.62 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 138,301 | -11.56 | 6,327 | -11.36 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 165,338 | 10.55 | 7,564 | 10.80 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 21,715 | -25.15 | 994 | -25.00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 22,735 | 5.89 | 1,040 | 6.12 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 50,973 | 491.47 | 2,341 | 494.16 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 108,643 | -3.33 | 4,970 | -3.12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 57 | 3 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 19,034 | -15.63 | 1 | -100.00 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 51,395 | 81.43 | 2,342 | 84.04 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 46 | 0 | ||||||
| 2025-08-01 | 13F | Trust Investment Advisors | 15,592 | 0.00 | 713 | 0.28 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 127,193 | -9.78 | 5,819 | -9.57 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 46,213 | -1.26 | 2,114 | -1.03 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2,453,018 | -1.05 | 112,226 | -0.83 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 7,610 | 0.00 | 348 | 0.29 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 82,791 | -1.69 | 3,788 | -1.48 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 417,494 | 2.05 | 19,100 | 2.27 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4,549 | 0.00 | 208 | 0.48 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 12,241 | -7.52 | 560 | -7.28 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61,365 | 37.86 | 2,807 | 38.14 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 19,140 | 0.39 | 876 | 0.57 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 91,410 | 3.08 | 4,182 | 3.31 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 141,327 | 13.81 | 6,471 | 14.17 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 509,549 | 2.20 | 23,312 | 2.42 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 237,957 | 10,887 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 186,044 | 12.14 | 8,512 | 12.39 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 187,619 | 1.17 | 8,584 | 1.38 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 13,174 | -9.66 | 603 | -9.47 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 54,988 | -3.22 | 2,516 | -3.01 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 80,989 | -2.09 | 3,705 | -1.88 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 558,510 | 71.66 | 25,552 | 72.61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 36,797 | 4.67 | ||||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11,289 | 0.12 | 516 | 0.39 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 10,806 | 494 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 165,610 | 7,577 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 26,371 | 151.90 | 1,206 | 152.83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 583,371 | -0.49 | 26,689 | -0.27 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,204 | 431.34 | 147 | 440.74 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 76,377 | 3,509 | ||||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 45,732 | -38.79 | 2,092 | -38.65 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 119,183 | -6.62 | 5,453 | -6.42 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 106,350 | 7.23 | 4,866 | 7.47 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 44,953 | 17.55 | 2,057 | 17.82 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 101 | -87.23 | 5 | -88.89 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 41,477 | -88.74 | 1,898 | -88.72 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 99,756 | -6.64 | 4,564 | -5.72 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 65,300 | -2.69 | 2,987 | -2.48 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 2,636,194 | 2.21 | 120,606 | 2.43 | ||||
| 2025-07-18 | 13F | Vicus Capital | 685,273 | 2.61 | 31,351 | 2.84 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 25,124 | -2.77 | 1,149 | -2.54 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 130,578 | 0.44 | 5,974 | 0.64 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17,179 | 30.61 | 786 | 33.05 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 946,139 | -7.50 | 43,286 | -7.30 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,601,181 | 32.29 | 256,254 | 32.58 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9,400 | 84.24 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 6 | -96.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 67,449 | -36.79 | 3,086 | -36.67 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 7,538 | 0.00 | 345 | 0.00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 2,330 | 0.00 | 107 | 0.94 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 30,338 | 15.25 | 1,388 | 15.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,620,174 | 8.64 | 166 | 8.55 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 29,969 | -38.86 | 1,371 | -38.71 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 6,367 | 13.09 | 291 | 13.23 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,041 | 9.36 | 459 | 9.55 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 24,075 | -1.32 | 1,101 | -1.08 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 436,090 | -10.28 | 19,951 | -10.08 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,960,045 | 18.03 | 89,672 | 18.29 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 91,472 | 3.64 | 4,185 | 3.87 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 23,787 | 0.19 | 1,088 | 0.46 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 20,878 | 0.04 | 955 | 0.32 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 81,947 | 2.61 | 3,749 | 2.85 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 184,412 | 8,437 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 14,221 | -23.15 | 651 | -22.99 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6,626 | 40.92 | 303 | 41.59 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 |
