Mga Batayang Estadistika
| Pemilik Institusional | 578 total, 578 long only, 0 short only, 0 long/short - change of -1.86% MRQ |
| Alokasi Portofolio Rata-rata | 0.4107 % - change of -7.46% MRQ |
| Saham Institusional (Jangka Panjang) | 127,819,257 (ex 13D/G) - change of -1.56MM shares -1.21% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 5,416,171 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund (US:FVD) memiliki 578 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 127,819,257 saham. Pemegang saham terbesar meliputi Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, Raymond James Financial Inc, Ameriprise Financial Inc, Royal Bank Of Canada, UBS Group AG, Envestnet Asset Management Inc, and Advisor Group Holdings, Inc. .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund (ARCA:FVD) 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 46.31 / share. Previously, on September 9, 2024, the share price was 44.48 / share. This represents an increase of 4.11% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 79,997 | -1.05 | 3,576 | -0.80 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 99,782 | -1.11 | 4,460 | -0.87 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 16,483 | -12.07 | 737 | -11.86 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 93,571 | -0.94 | 4,183 | -0.69 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 494,509 | 2.03 | 22,105 | 2.28 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 108,228 | 0.40 | 4,838 | 0.65 | ||||
| 2025-08-14 | 13F | Clg Llc | 121,998 | -3.14 | 5,453 | -2.90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 371,926 | 7.88 | 16,625 | 8.15 | ||||
| 2025-08-07 | 13F | Nwam Llc | 80,223 | 27.39 | 3,625 | 29.14 | ||||
| 2025-08-07 | 13F | PFG Advisors | 53,112 | -20.45 | 2,374 | -20.26 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 37,686 | 0.00 | 1,706 | 3.46 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,500 | 0.00 | 112 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 400 | -17.36 | 18 | -19.05 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 150,905 | -2.36 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 20,081 | 7.49 | 898 | 7.81 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 13,580 | 0.12 | 612 | 1.16 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 15,499 | 1.19 | 693 | 1.47 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 352,820 | 76.16 | 15,771 | 76.61 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 3,200 | 0.00 | 143 | 0.70 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 9,983 | -2.89 | 446 | -2.62 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 178 | 0.00 | 8 | 0.00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 17,582 | -17.48 | 786 | -17.37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 62,901 | 4.71 | 2,812 | 7.25 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 12,397 | -14.36 | 554 | -14.11 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 159,248 | 1.41 | 7,118 | 1.66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 316,256 | 1.75 | 14,137 | 2.00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4,837 | 0.00 | 0 | |||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 163,534 | -3.81 | 7,310 | -3.58 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 4,688 | 0.00 | 210 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 17,691,185 | 0.19 | 790,796 | 0.43 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 124,080 | -20.55 | 5,546 | -20.36 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4,338 | 40.34 | 194 | 40.88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,539,511 | -17.80 | 114 | -17.52 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14,492 | 5.60 | 648 | 5.89 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 11,245 | -0.64 | 503 | -0.40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 42,563 | 76.03 | 1,903 | 76.44 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 18,095 | -0.26 | 809 | -0.12 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 28,680 | 2.98 | 1,282 | 3.22 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 10,420 | 0.11 | 466 | 0.22 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13,362 | -1.43 | 597 | -1.16 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 83,214 | -11.33 | 3,720 | -11.11 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 315 | 0.00 | 14 | 0.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 21,042 | -34.12 | 941 | -33.99 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 43,583 | -9.77 | 1,948 | -9.52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 480,517 | 4.78 | 21,479 | 5.04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 15,569 | -3.38 | 696 | -3.20 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 31,065 | -14.89 | 1,389 | -14.69 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 4,789 | 214 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 24,830 | 0.16 | 1,122 | 1.45 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 231,142 | -2.04 | 10,332 | -1.80 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 46,426 | -17.90 | 2,075 | -17.69 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 15,796 | -7.20 | 706 | -6.98 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 13,483 | -19.04 | 1 | |||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 6,807 | 4.47 | 304 | 4.83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,061,677 | -7.04 | 136,857 | -6.81 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 425 | 0.00 | 19 | 0.00 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 121,850 | 50.19 | 5 | 66.67 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 8,627 | 386 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 69,407 | -7.04 | 3,102 | -6.82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 108,441 | -2.33 | 4,847 | -2.08 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,000 | 0.00 | 89 | 0.00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 35,237 | -1.47 | 1,575 | -1.19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,428 | -46.87 | 243 | -46.81 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 3 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 9,716 | -3.32 | 434 | -3.12 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17,811 | 5.23 | 796 | 5.57 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10,696 | 1.19 | 478 | 1.49 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 248,087 | -1.10 | 11,089 | -0.85 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 500 | 0.00 | 22 | 0.00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 8,811 | -27.89 | 394 | -27.76 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 16,893 | 0.00 | 753 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 203,106 | 182.03 | 9,079 | 182.72 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 283,463 | 3.00 | 12,671 | 3.26 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2,941 | 7.85 | 131 | 10.08 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 75,132 | 0.15 | 3,358 | 0.39 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 18,338 | 0.00 | 818 | 2.13 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 7,555 | 0.08 | 343 | 3.32 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 116,201 | 13.32 | 5,336 | 20.16 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 110,720 | -3.27 | 4,975 | -2.53 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 73,815 | 2.51 | 3,300 | 2.77 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 9,589 | 429 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6,117 | -7.68 | 273 | -7.46 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 12,459 | -0.38 | 557 | -0.18 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9,404 | -39.30 | 420 | -39.13 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2,000 | 0.00 | 89 | 0.00 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2,096 | 0.24 | 94 | 0.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 67,939 | 3,037 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8,195 | -5.31 | 367 | -4.68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 53,577 | -44.62 | 2,395 | -43.46 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 78,749 | -2.16 | 3,520 | -1.90 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 137,777 | -1.70 | 6,159 | 0.87 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29,062 | 0.75 | 1,299 | 1.01 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 925 | -15.37 | 41 | -14.58 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 510 | 0.00 | 23 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 410,722 | 14.61 | 18,359 | 14.89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,267,270 | 0.18 | 101,346 | 0.42 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7,151 | -4.92 | 320 | -4.78 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 27,034 | 17.10 | 1,208 | 17.40 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 16,426 | 0.00 | 734 | 0.27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 115,023 | -1.77 | 5,142 | -1.53 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 10,649 | 64.31 | 476 | 65.28 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 12,768 | -1.53 | 571 | -1.38 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 11,513 | 7.72 | 515 | 7.98 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 400,802 | -2.18 | 17,916 | -1.94 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 515 | 23 | ||||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 271 | 0.00 | 12 | 0.00 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 12,205 | 0.39 | 546 | 0.55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 26,781 | 10.01 | 1,197 | 10.32 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10,451 | 0.58 | 467 | 0.86 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 31,666 | -2.87 | 1,415 | -2.62 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3,259 | 0.00 | 148 | 1.38 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 20,983 | -4.06 | 938 | -3.90 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11,691 | -44.06 | 523 | -43.93 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1,016 | 45 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 30,357 | -0.76 | 1,357 | -0.59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35,874 | 45.62 | 1,604 | 45.99 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1,243 | 0.00 | 56 | 0.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 25,132 | 20.93 | 1,123 | 21.27 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4,176 | 19.86 | 187 | 24.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 105,187 | 1,146.59 | 4,702 | 1,150.27 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11,180 | 0 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4,394 | 201 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 245,520 | 378.81 | 10,975 | 380.05 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 42,433 | -4.59 | 1,897 | -4.39 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 71,515 | -0.69 | 3,197 | -0.47 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 295,360 | -3.84 | 13,203 | -3.60 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 157,299 | -0.70 | 7,031 | -0.45 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 80 | 4 | ||||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,033,286 | -0.35 | 90,888 | -0.10 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4,519 | -5.87 | 202 | -1.94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11,799 | -2.77 | 527 | -2.59 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 131,905 | 3.37 | 5,896 | 3.64 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 75,853 | -1.12 | 3,391 | -0.88 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6,108,478 | -2.46 | 273,049 | -2.22 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 13,587 | -8.57 | 607 | -8.31 | ||||
| 2025-08-14 | 13F | Beacon Investment Advisors Llc | 7,408 | -10.00 | 329 | -10.35 | ||||
| 2025-08-07 | 13F | Commerce Bank | 283,723 | 0.00 | 12,682 | 0.25 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 11,238 | 0.50 | 502 | 0.80 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 10,693 | 0.02 | 478 | 0.21 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 60,011 | -22.57 | 2,683 | -22.37 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1,079 | 0.00 | 48 | 0.00 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 22,843 | -0.48 | 1,021 | -0.20 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 477,604 | 3.78 | 21,349 | 4.03 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1,725 | 0.00 | 77 | 1.32 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 660,409 | 1.97 | 29,520 | 2.22 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 237 | 0.00 | 11 | 0.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8,820 | 0.07 | 394 | 0.25 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 93,133 | -1.77 | 4,290 | 3.05 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 278,627 | 2.97 | 12,672 | 10.42 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 86,041 | 12.16 | 3,846 | 12.46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30,263 | 2.90 | 1,353 | 3.13 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5,277 | 0.00 | 236 | 9.81 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 152,017 | 45.28 | 6,795 | 46.95 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 5,800 | 0.00 | 259 | 0.39 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 50,671 | 0.00 | 2,265 | 0.22 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 13,590 | 2.14 | 607 | 2.36 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 153,300 | -41.25 | 6,853 | -41.10 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 27,623 | 1,235 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 85 | -18.27 | 4 | -25.00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,161 | 0.61 | 52 | 0.00 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 160,671 | 2.11 | 7,182 | 2.35 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,699 | 0.30 | 76 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 105,110 | 102.80 | 4,698 | 103.29 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 522 | 23 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 200,487 | -1.99 | 8,962 | -1.75 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 20,753 | -27.94 | 928 | -27.80 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 36,990 | 1.49 | 1,653 | 1.72 | ||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 89,615 | -47.27 | 4,006 | -47.15 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 16,526 | -19.50 | 739 | -19.34 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 15,718 | -3.08 | 713 | -1.25 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Eukles Asset Management | 61 | 0.00 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 241,789 | -2.99 | 10,808 | -2.75 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 15,760 | 704 | ||||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 570 | 0.00 | 25 | 0.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25,770 | -44.89 | 1,152 | -44.80 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 93,126 | -22.73 | 4,163 | -22.55 | ||||
| 2025-04-24 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 17,500 | 0.00 | 782 | 0.26 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 1,016 | 0.00 | 45 | 0.00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 382 | 0.53 | 17 | 6.25 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 8,048 | -13.09 | 360 | -12.86 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,340,817 | -1.31 | 59,935 | -1.07 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5,414 | -27.93 | 242 | -27.84 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 11,808 | 0.00 | 512 | -0.58 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 19,022 | 0.00 | 848 | 0.00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 12,251 | -1.65 | 548 | -1.44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 429,241 | 31.30 | 19,071 | 31.98 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9,183 | 0.04 | 410 | 0.24 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 6,158 | 0.59 | 275 | 1.10 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 15,631 | 15.84 | 699 | 16.14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 10,493 | -3.76 | 469 | -3.50 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 5,827 | -10.04 | 260 | -9.72 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 471 | -11.47 | 21 | -8.70 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 22,017 | -9.26 | 984 | -8.97 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 27,859 | 0.04 | 1,245 | 0.48 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 34,094 | -63.83 | 1,524 | -62.95 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 60,435 | -23.73 | 2,701 | -23.55 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 39,778 | -0.10 | 1,778 | 0.17 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,309 | 148 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 87,794 | -3.00 | 3,924 | -2.75 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 5,803 | 0.05 | 259 | 0.39 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 136,925 | 6,121 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4,979 | -18.01 | 223 | -17.78 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8,480 | 5.80 | 379 | 6.16 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8,025 | 14.01 | 359 | 14.38 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 72,255 | -0.26 | 3,230 | -0.03 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 49,648 | -12.75 | 2,219 | -12.53 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 18,717 | 0.31 | 837 | 0.48 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 148 | 0.00 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 335 | 0 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 8,250 | 0.00 | 369 | 0.27 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 518,881 | 1.20 | 23 | 4.55 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14,271 | 0.57 | 638 | 0.79 | ||||
| 2025-04-25 | 13F | JNBA Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 44,115 | -5.98 | 1,972 | -5.78 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 97,973 | -0.45 | 4,379 | -0.21 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,347 | 4.17 | 284 | 4.43 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 14,065 | -25.60 | 629 | -25.42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66,547 | -1.33 | 2,975 | -1.10 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 9,441 | -5.34 | 422 | -4.95 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 56,155 | -1.05 | 2,510 | -0.79 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 17,340 | 0.41 | 775 | 0.65 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 12,690 | -3.79 | 567 | -3.57 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 38,883 | -28.89 | 1,738 | -28.71 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 450 | 0.00 | 20 | 0.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13,051 | 50.13 | 583 | 50.65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7,596 | 34.06 | 340 | 34.52 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 15,709 | 2.55 | 702 | 2.78 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 133,836 | -1.86 | 5,982 | -1.61 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7,921 | 30.45 | 354 | 31.11 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4,781 | 214 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 355 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 353,372 | 2.79 | 15,796 | 3.05 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 15,804 | 0.00 | 706 | 0.28 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 108,045 | -9.08 | 4,830 | -8.85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 298,003 | -9.94 | 13,553 | -8.15 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2,733 | -83.92 | 122 | -83.88 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 69,809 | -1.29 | 3,120 | -1.05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 54,843 | -8.22 | 2,451 | -8.00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 435 | 0.00 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 143,081 | -4.70 | 6,396 | -4.47 | ||||
| 2025-07-16 | 13F | American National Bank | 166 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 15,764 | -13.74 | 721 | -8.15 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 56,085 | 18.02 | 2,507 | 18.26 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 77,343 | -3.00 | 3,457 | -2.76 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 44,905 | -1.98 | 2,007 | -1.71 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 17,670 | -35.37 | 790 | -35.27 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 450 | 20 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 57,744 | -5.18 | 2,581 | -4.94 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 30,479 | -2.25 | 1,362 | -2.01 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 9,009 | 0.63 | 403 | 0.75 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 82,099 | 0.09 | 3,670 | 0.33 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 12,789 | -1.08 | 572 | -0.87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,287 | 0.00 | 58 | 0.00 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 68,041 | -7.31 | 3,041 | -7.09 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 104,457 | -1.48 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2,397 | 0.13 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 209,613 | 10.55 | 9,370 | 10.81 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 14,982 | -10.67 | 670 | -10.44 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 105,756 | -7.65 | 4,727 | -7.42 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 8,148 | 0.00 | 364 | 0.28 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,889 | 0.00 | 84 | 2.44 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 4,082 | 112.27 | 182 | 114.12 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2,007 | 0.00 | 90 | 0.00 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11,260 | 173.43 | 503 | 174.86 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 5,615 | 0.00 | 251 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12,140 | 23.69 | 543 | 23.74 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 39,323 | 10.77 | 1,758 | 11.06 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 15,791 | 706 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 33,022 | -2.23 | 1,476 | -1.99 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6,809 | -26.83 | 304 | -26.57 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 38,092 | -3.01 | 1,703 | -2.80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,857,687 | 1.77 | 83,039 | 2.02 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 7,009 | 0.00 | 313 | 0.32 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 58,330 | -9.92 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 4,877 | 0.00 | 218 | 0.46 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28,478 | -4.95 | 1,273 | -4.72 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 13,956 | 1.97 | 624 | 2.13 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 29,056 | -2.44 | 1,299 | -2.26 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 189 | 0.00 | 8 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 111,030 | -27.58 | 4,963 | -27.40 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7,608 | -67.83 | 340 | -67.74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 89,840 | -0.23 | 4,016 | 0.00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 10,846 | -3.09 | 485 | -3.01 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 75,487 | 120.61 | 3,374 | 121.25 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 77,805 | 3,526 | ||||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 4,774 | 0.13 | 213 | 0.47 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 67,961 | 0.00 | 3,030 | 0.00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 63,900 | 0.49 | 2,856 | 0.74 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 39,513 | -5.83 | 1,766 | -5.61 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 707 | 0.00 | 32 | 0.00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4,891 | 0.18 | 219 | 0.46 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 112,410 | -3.42 | 5,114 | 1.67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 210,934 | 38.55 | 9,429 | 38.89 | ||||
| 2025-08-14 | 13F | Comerica Bank | 80,147 | 13.01 | 3,583 | 13.28 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 107 | 148.84 | 5 | 300.00 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5,785 | 0.00 | 259 | 0.39 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 148,785 | -5.09 | 6,651 | -4.86 | ||||
| 2025-04-16 | 13F | Ballew Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 517,551 | -5.39 | 23,135 | -4.70 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11,717 | 0.01 | 524 | 0.19 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5,648 | 4.05 | 252 | 6.78 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 36,117 | -6.67 | 1,614 | -6.43 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 47,714 | -5.75 | 2,133 | -5.54 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 590,603 | -2.36 | 26 | 0.00 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 106,275 | -1.01 | 4,750 | -0.77 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 87,795 | -3.41 | 3,924 | -3.16 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 39,571 | 10.10 | 1,769 | 10.36 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,171 | 0.60 | 52 | 1.96 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 98,587 | 3.46 | 4,407 | 3.72 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13,208 | 0.06 | 1 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 463,901 | 3.06 | 20,736 | 3.32 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 31,938 | -0.63 | 1,428 | -0.42 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 80,334 | -3.31 | 3,591 | -3.08 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 991 | 0.00 | 44 | 0.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 71,743 | 8.72 | 3 | 50.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 153,310 | -1.47 | 6,836 | 0.68 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Finward Bancorp | 50,136 | -0.15 | 2,241 | 0.13 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100.00 | 0 | |||||
| 2025-05-08 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 9,740 | 7.56 | 434 | 5.60 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 13,824 | -1.68 | 618 | -1.44 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 4,611 | -2.64 | 206 | -2.37 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 10,562 | 472 | ||||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 16,542 | -27.60 | 739 | -27.41 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 31,342 | -10.01 | 1,401 | -9.73 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 32,332 | -0.79 | 1,445 | -0.55 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 175,653 | -28.34 | 7,852 | -26.61 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 73,946 | -2.41 | 3,305 | -2.16 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2,600 | 0.00 | 116 | 0.87 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,022 | 59.16 | 180 | 59.82 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 7,926 | -0.38 | 354 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 21,350 | -0.22 | 954 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 264,455 | -0.64 | 12 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,555,819 | -0.54 | 114,254 | -0.30 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 135,153 | 1.97 | 6,041 | 2.22 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1,735 | 100.58 | 78 | 102.63 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 115,902 | 6.19 | 5,181 | 6.45 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 139,349 | 0.23 | 6,229 | 0.47 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 4,653 | -9.25 | 208 | -9.21 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 46,524 | -3.24 | 2,080 | -2.99 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1,755 | 0.00 | 78 | 0.00 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17,950 | 153.85 | 802 | 154.60 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 10,146 | -1.54 | 454 | -1.31 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5,929 | 2.56 | 265 | 3.11 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 13,276 | -3.78 | 593 | -3.58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 323,100 | 3.25 | 14,443 | 3.51 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 431 | 0.00 | 19 | 0.00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 537 | -45.48 | 24 | -44.19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 36,616 | -7.28 | 1,637 | -7.05 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5,040 | 0.60 | 225 | 0.90 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 11,858 | 13.22 | 530 | 13.73 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 41,676 | -49.44 | 1,863 | -49.33 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 24,045 | 1,075 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 113,530 | 3.03 | 5,075 | 3.28 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 140 | 0.00 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1,500 | 0.00 | 67 | 1.52 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 48,001 | -11.44 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 6,168 | -3.22 | 276 | -3.17 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6,935 | -3.30 | 310 | -2.82 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 162,628 | 0.15 | 7,269 | 0.40 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 32,982 | -1.09 | 1,474 | -0.81 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 102,899 | -28.21 | 4,600 | -28.04 | ||||
| 2025-08-12 | 13F | Prudential Plc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 11,133 | 0.04 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 762,256 | 0.54 | 34,446 | 1.89 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5,968 | 1.07 | 267 | 1.14 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 149,603 | -6.43 | 6,687 | -6.19 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 24,678 | -1.15 | 1,103 | -0.90 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 12,859 | -3.02 | 575 | -2.88 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 8,410 | -23.01 | 376 | -23.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 32,850 | -20.43 | 1,468 | -20.22 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 8,113 | -4.89 | 363 | -4.74 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,700 | 19.77 | 481 | 20.60 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 28,136 | 0.18 | 1,258 | 0.40 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 155,129 | -20.36 | 6,934 | -20.16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 109,133 | 155.66 | 4,878 | 161.98 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 4,041 | 0.00 | 181 | 0.00 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 82,655 | 4 | ||||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 336 | 0.00 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4,630 | 0.04 | 207 | 0.00 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 11,728 | -2.70 | 524 | -2.42 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 17,475 | 4.79 | 795 | 17.28 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 241 | 0.42 | 11 | 0.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,331 | 59 | ||||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 15,999 | -3.15 | 725 | -1.63 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 17,262 | -8.57 | 772 | -8.32 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 18,095 | 0.57 | 809 | 0.75 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 12,552 | 14.85 | 561 | 15.20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 928,117 | -2.81 | 41,487 | -2.57 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8,617 | -31.27 | 385 | -31.13 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 24,208 | 90.57 | 1,082 | 91.17 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 125 | 0.00 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 407,623 | -6.78 | 18,221 | -6.55 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,418 | 0.00 | 63 | 0.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 32,418 | 15.86 | 1,449 | 16.20 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1,166 | 0.60 | 52 | 1.96 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 38,151 | -2.30 | 1,705 | -2.07 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 474 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,823,653 | 14.11 | 82 | 14.08 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 12,020 | -70.14 | 544 | -68.28 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 5,585 | 0.56 | 250 | 0.81 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 14,655 | -5.71 | 655 | -5.48 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8,807 | 394 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 319,289 | 0.30 | 14,272 | 0.54 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 320 | -82.37 | 14 | -82.50 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 16,273 | -0.96 | 727 | -0.68 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 33,949 | -1.20 | 1,518 | -0.98 | ||||
| 2025-04-23 | 13F | Navis Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Kaye Capital Management | 268,684 | -5.13 | 12,010 | -4.89 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 16,803 | -0.06 | 751 | 0.27 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 25,459 | 1.00 | 1,138 | 1.25 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,506,749 | -24.69 | 67,352 | -24.51 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 107,656 | -2.75 | 4,812 | -2.51 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 137 | -46.48 | 6 | -45.45 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 52,237 | -17.37 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 86,288 | -13.81 | 3,857 | -13.60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16,543 | 1.37 | 739 | 1.65 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 9,234 | -31.68 | 413 | -31.56 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 39,302 | -2.93 | 1,757 | -2.71 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 15,060 | -1.83 | 673 | -1.61 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6,490 | 2.92 | 290 | 3.20 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6,911 | -12.79 | 309 | -12.75 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 43,382 | 1.66 | 1,939 | 4.14 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 137,837 | 0.77 | 6,161 | 1.03 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 842 | 0.00 | 38 | 0.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,215 | -16.89 | 54 | -16.92 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6,558 | 293 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 154,034 | -3.37 | 6,885 | -3.12 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 268,684 | 12,010 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 3,815,572 | -3.87 | 170,556 | -3.63 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2,191 | -10.53 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9,381 | -19.96 | 419 | -19.73 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 400 | -11.11 | 18 | -15.00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 30,457 | -1.58 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 10,919 | -5.81 | 495 | 1.43 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 14,350 | -5.09 | 641 | -4.90 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 692 | 31 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 790 | 0.38 | 35 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 77,428 | 9.93 | 3,461 | 10.22 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 6,096 | 0.00 | 272 | 0.37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 655,488 | -3.54 | 29,300 | -3.30 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 89,166 | -1.73 | 3,986 | -1.48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 121,194 | 16.75 | 5,417 | 17.05 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5,250 | -83.43 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 83,961 | -14.60 | 3,753 | -14.37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,964,805 | -5.05 | 266,627 | -4.81 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 49,544 | -0.48 | 2,215 | -0.23 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 39,141 | -18.87 | 1,750 | -18.69 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4,793 | 3.23 | 209 | 0.97 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 196,989 | -6.34 | 8,805 | -6.11 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 25,660 | 0.23 | 1,147 | 0.53 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6,688 | 0.15 | 299 | 0.34 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 14,733 | -55.73 | 659 | -55.63 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6,190 | 0.00 | 277 | 0.00 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 12,013 | -21.79 | 537 | -21.64 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 24,592 | -0.22 | 1,099 | 0.09 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 211,479 | -1.23 | 9,453 | -0.98 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 478,883 | 3.37 | 21,406 | 3.63 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 22,557 | -5.34 | 1,008 | -5.08 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 113,280 | -5.84 | 5,064 | -5.61 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6,191 | 0.13 | 277 | 0.36 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 42,535 | -73.04 | 1,901 | -72.98 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 174,355 | -7.02 | 7,794 | -6.79 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 3,095 | 0.00 | 138 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 128,777 | -8.25 | 5,756 | -8.02 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 5,672 | 255 | ||||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8,450 | 2.19 | 378 | 2.45 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 137,719 | 6,156 | ||||||
| 2025-04-22 | 13F | Putney Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 270,844 | -36.41 | 12,246 | -35.52 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 420,598 | 1.21 | 18,801 | 1.46 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 18,113 | 0.67 | 810 | 0.87 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 10,003 | -30.85 | 447 | -30.70 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 519 | 0.00 | 23 | 0.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 45,142 | -5.18 | 2,018 | -4.95 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 30,751 | -12.57 | 1,375 | -10.08 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 33,376 | -4.33 | 1,492 | -4.12 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 7,691 | 0.39 | 344 | 0.59 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 25 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 64,382 | 9.42 | 2,878 | 9.68 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3,489 | 0.00 | 156 | 0.00 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 5,499 | -9.09 | 246 | -8.92 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 483 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 447,429 | -11.89 | 20,000 | -11.67 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18,729 | -1.23 | 837 | -0.95 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 42,356 | -6.57 | 1,893 | -6.33 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 201,579 | 4.61 | 9,011 | 4.86 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5,887 | 263 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 18,144 | 16.58 | 811 | 17.03 | ||||
| 2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 9,232 | 0.00 | 413 | 0.24 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 21,812 | -34.93 | 990 | -33.73 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,006,516 | 6.22 | 179,091 | 6.48 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 335,558 | 13.18 | 14,999 | 13.46 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12,180 | 1.26 | 544 | 1.49 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 46,455 | -29.17 | 2,077 | -29.00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 26,318 | 16.01 | 1,176 | 16.32 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 37,505 | 68.83 | 1,676 | 69.29 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 20,115 | -0.14 | 899 | 0.11 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 33,320 | 0.90 | 1,489 | 1.15 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 31,397 | -0.54 | 1,403 | -0.28 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 502,705 | 5.13 | 22,471 | 5.39 | ||||
| 2025-08-08 | 13F | Creative Planning | 107,066 | -42.56 | 4,786 | -42.42 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 650 | 0.00 | 29 | 3.57 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,099 | 22.11 | 94 | 22.37 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5,522 | -14.51 | 247 | -14.58 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 150 | 0.00 | 7 | 0.00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 13,162 | -1.92 | 588 | -1.67 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,770 | -0.40 | 124 | -0.81 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 94,914 | 4,243 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 21,014 | 168.41 | 939 | 169.05 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 414,756 | -1.60 | 18,540 | -1.36 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 88 | 4 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 39,724 | 2.47 | 1,781 | 3.01 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 22,900 | -53.17 | 1,024 | -53.07 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35,418 | -14.74 | 1,573 | -15.06 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 26,439 | -8.06 | 1,182 | -7.88 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10,533 | -4.36 | 471 | -4.28 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 42,206 | 1.21 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1,232 | 0.00 | 55 | 1.85 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 4,825 | 0.00 | 216 | 0.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 196,387 | -3.14 | 8,778 | -2.90 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 113 | 0.00 | 5 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 230,121 | -19.55 | 10,289 | -19.36 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 4,561 | 0.00 | 204 | 0.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 245,987 | -58.86 | 10,996 | -58.76 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5,579,921 | 15.72 | 249,413 | 16.42 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 9,382 | 0.00 | 419 | 0.24 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 31,077 | -0.14 | 1,388 | 0.07 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 827 | 37 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9,338 | 0.00 | 417 | 0.24 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 367 | 0.00 | 16 | 0.00 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 331 | -90.85 | 15 | -91.30 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 234 | 0.00 | 10 | 0.00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 241,113 | 0.00 | 10,778 | 0.24 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,141 | -19.99 | 96 | -20.17 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 6,285 | -6.97 | 281 | -6.98 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 406 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 25,491 | 11.87 | 1,139 | 12.11 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 19,879 | -5.20 | 904 | -3.21 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 173,795 | -1.34 | 7,769 | -1.11 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 9,108 | 6.66 | 407 | 7.11 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 196,001 | 4.89 | 8,761 | 5.15 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 245,277 | 6.29 | 10,964 | 6.55 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 200 | 0.00 | 9 | 0.00 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 300 | 14 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63,978 | -6.15 | 2,860 | -5.92 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 37,933 | 0.00 | 1,696 | 0.24 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,141,242 | 3.51 | 51,014 | 3.77 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7,078 | -5.73 | 316 | -5.39 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 23,186 | -36.07 | 1,036 | -35.93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 75,805 | -1.55 | 3,388 | -1.31 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 822,734 | -1.99 | 36,791 | -1.74 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 110,150 | 8.40 | 5 | 0.00 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 4,641 | 0.15 | 207 | 1.98 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 234,524 | -6.06 | 10,483 | -4.99 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 12,929 | -13.41 | 578 | -13.23 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 32,774 | -4.58 | 1,465 | -4.38 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 20,708 | -28.11 | 926 | -27.96 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 74,808 | -13.36 | 3,324 | -12.09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 60,326 | 195.19 | 2,697 | 195.94 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,089 | 49 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,488,951 | -2.80 | 290,056 | -2.56 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5,603 | 23.85 | 250 | 24.38 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 28 | 1 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 7,380 | -8.99 | 330 | -8.86 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9,153 | -23.05 | 409 | -22.83 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9,526 | 0.22 | 426 | 0.47 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 13,046 | 4.18 | 583 | 4.48 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 8,986 | 0.00 | 402 | 0.25 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 423,722 | 102.59 | 18,940 | 103.11 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 27,920 | 0.58 | 1,248 | 0.89 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 36,868 | -16.98 | 1,666 | -12.64 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 5,480 | 0.00 | 245 | 0.00 | ||||
| 2025-08-12 | 13F | Beaton Management Co. Inc. | 7,294 | -0.34 | 0 | |||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 6,127 | 274 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 152,495 | 26.98 | 6,817 | 27.28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19,899,789 | -0.38 | 889,521 | -0.14 | ||||
| 2025-04-16 | 13F | Matauro, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8,218 | 0.29 | 367 | 0.55 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,094 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 27,959 | 1.16 | 1,250 | 1.38 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 300 | 0.00 | 13 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 51,983 | 11.81 | 2,324 | 12.06 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | -97.17 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 56,067 | 0.07 | 2,506 | 0.32 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 176,165 | 77.69 | 7,875 | 78.14 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 765,861 | -25.55 | 34,234 | -25.37 |
Other Listings
| MX:FVD |
