Mga Batayang Estadistika
| Pemilik Institusional | 765 total, 761 long only, 2 short only, 2 long/short - change of -3.03% MRQ |
| Alokasi Portofolio Rata-rata | 0.2861 % - change of -21.14% MRQ |
| Saham Institusional (Jangka Panjang) | 40,313,901 (ex 13D/G) - change of -1.10MM shares -2.64% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,357,233 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Core High Dividend ETF (US:HDV) memiliki 765 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 40,314,185 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Royal Bank Of Canada, Raymond James Financial Inc, Commonwealth Equity Services, Llc, and Janney Montgomery Scott LLC .
Struktur kepemilikan institusional iShares Trust - iShares Core High Dividend ETF (ARCA:HDV) 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 121.92 / share. Previously, on September 6, 2024, the share price was 116.17 / share. This represents an increase of 4.95% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 4,550 | 0.00 | 533 | -3.27 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 210 | 0.00 | 25 | -4.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2,522 | 14.22 | 296 | 10.49 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3,125 | -17.87 | 366 | -20.43 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 48,689 | 11.80 | 5,705 | 8.15 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 5,043 | 0.04 | 591 | -3.28 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 10,517 | -2.02 | 1,232 | -5.23 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 501 | 50,000.00 | 59 | |||||
| 2025-08-14 | 13F | Gordian Capital Singapore Pte Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 13,062 | 1.01 | 1,531 | -2.30 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,304 | 5.16 | 153 | 1.33 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 9,725 | -3.26 | 1,139 | -6.41 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 6,600 | 106.25 | 770 | 101.57 | |||
| 2025-07-11 | 13F | Grove Bank & Trust | 610 | 0.00 | 71 | -2.74 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 25,686 | -0.75 | 3,010 | -3.99 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 12,213 | -7.43 | 1,431 | -10.46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 918,491 | -6.42 | 107,620 | -9.47 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 18,207 | 0.42 | 2,133 | -2.82 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 20,668 | -0.21 | 2,422 | -3.47 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 3,321 | 0.00 | 389 | -3.23 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 79,886 | -0.17 | 9,360 | -3.43 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 11,754 | 0.13 | 1,377 | -3.10 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,588 | -76.37 | 186 | -77.12 | ||||
| 2025-07-14 | 13F | Salvus Wealth Management, LLC | 1,795 | 0.00 | 210 | -3.23 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5,104 | 0.18 | 598 | -3.24 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8,697 | -1.11 | 1,036 | -2.82 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,253 | 0.00 | 147 | -3.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 653,620 | 37.53 | 76,274 | 34.30 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 534 | 0.00 | 63 | -3.12 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2,379 | -4.61 | 279 | -7.95 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 20,837 | -19.00 | 2 | -33.33 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 2,609 | 40.65 | 306 | 36.16 | ||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4,060 | 0.45 | 476 | -2.86 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,928 | -0.26 | 226 | -3.85 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 16,322 | 24.65 | 1,912 | 20.63 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 880 | 0.00 | 103 | -2.83 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5,748 | 674 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 22 | 3 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,390 | 408 | ||||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 7,526 | -0.69 | 882 | -3.93 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 1,790 | 0.00 | 210 | -3.24 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2,089 | 0.00 | 245 | -3.56 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,869 | 7.37 | 688 | 3.78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,382 | 3.86 | 631 | 0.48 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1,725 | -0.98 | 202 | -3.81 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 8,139 | -1.70 | 954 | -4.89 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,542 | 0.00 | 649 | -3.28 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 227,877 | -13.47 | 26,700 | -16.31 | ||||
| 2025-08-14 | 13F | Comerica Bank | 159,974 | -5.01 | 18,744 | -8.10 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 2,777 | -61.08 | 325 | -62.38 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 18,495 | 0.92 | 2,167 | -2.34 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3,819 | 0.05 | 447 | -3.25 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 112 | 0.00 | 13 | 0.00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 50,462 | -0.46 | 5,913 | -3.70 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 12,711 | -3.57 | 1,489 | -6.70 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 450 | 0.00 | 53 | -3.70 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25,693 | 10.86 | 3,010 | 7.23 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 71,852 | 1.67 | 8,419 | -1.65 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 26,720 | 1.57 | 3,131 | -1.76 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 8,673 | -95.41 | 1 | -95.45 | ||||
| 2025-08-07 | 13F | PFG Advisors | 75,852 | 20.62 | 8,888 | 16.69 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 885 | 0.00 | 104 | -3.74 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 715,000 | 735.28 | 83,777 | 708.10 | |||
| 2025-07-15 | 13F | Graypoint LLC | 98,876 | 6.34 | 11,585 | 2.88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,763,314 | 11.35 | 323,778 | 7.72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39,924 | 1,043.30 | 4,678 | 1,008.29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 2,300 | -8.00 | 269 | -10.93 | |||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 3,442 | 0.00 | 403 | -3.12 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6,118 | 8.13 | 717 | 4.53 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 4,080 | -4.11 | 478 | -7.18 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 92 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,233 | 0.13 | 262 | -3.33 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 680 | -3.55 | 80 | -7.06 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 10,600 | -1.77 | 1,242 | -4.98 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11,683 | -0.54 | 1,369 | -3.80 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 129 | 0.00 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2,291 | 276 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,378 | 0.00 | 396 | -3.42 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8,455 | 0.86 | 991 | -2.46 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,615 | 14.22 | 1,128 | 10.49 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 40 | -89.56 | 5 | -91.30 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 6,467 | -1.00 | 758 | -4.30 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 52 | 0.00 | 6 | 0.00 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 109 | 0.00 | 13 | -7.69 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 6,966 | 0.75 | 816 | -2.51 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 778,605 | 3.39 | 91 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 26,143 | -12.58 | 3,063 | -15.41 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 236,618 | 39.51 | 27,724 | 34.96 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 12,251 | 0.39 | 1,451 | -1.16 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 17,700 | 1.74 | 2,074 | -1.61 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 65,000 | -13.33 | 8 | -22.22 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 37,642 | 1.88 | 4,411 | -1.45 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,463 | -4.58 | 523 | -7.77 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 256,129 | -4.06 | 30,011 | -7.19 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 5,865 | 0.00 | 687 | -3.24 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 49,239 | 3.82 | 5,769 | 0.44 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,538 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 2,427 | 0.00 | 284 | -3.07 | ||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 166,097 | 0.00 | 19,462 | -3.26 | ||||
| 2025-04-21 | 13F | Abundance Wealth Counselors | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2,986 | 0.00 | 350 | -3.32 | ||||
| 2025-07-17 | 13F | City Holding Co | 225 | 0.00 | 26 | -3.70 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3,866 | -0.87 | 453 | -4.24 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 328 | 0.00 | 38 | -2.56 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 12,953 | -0.65 | 1,518 | -3.93 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 4,990 | 0.00 | 585 | -3.31 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2,314 | 22.89 | 271 | 18.86 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1,450 | 0.00 | 170 | -3.43 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 4,157 | -4.52 | 487 | -7.59 | ||||
| 2025-07-24 | 13F | Court Place Advisors, LLC | 12,509 | -1.08 | 1,466 | -4.31 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 354 | 0.57 | 42 | -2.38 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 400 | 0.00 | 47 | -4.17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 47,772 | 251.45 | 5,597 | 240.04 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 12,002 | -8.35 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 1,882 | 224 | ||||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1,932 | -9.08 | 226 | -12.06 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4,654 | 4.80 | 545 | 1.49 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 75 | 0.00 | 9 | -11.11 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 320 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 21,918 | 4.48 | 2,568 | 1.06 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 650 | 0.00 | 76 | -2.56 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1,000 | 0.00 | 117 | -3.31 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 5,836 | 42.48 | 684 | 37.70 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3,803 | 0.03 | 446 | -3.26 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2,904 | 0.00 | 340 | -3.13 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 99,751 | -3.04 | 11,688 | -6.20 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7,802 | -0.41 | 914 | -3.59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2,365 | 276.59 | 277 | 264.47 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 710 | 0.00 | 83 | -2.35 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 501 | 0.00 | 59 | -3.33 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 2,962 | 347 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15,937 | -61.65 | 1,867 | -62.90 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 38,069 | -0.96 | 4 | 0.00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1,732 | 207 | ||||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 7,755 | -0.15 | 909 | -3.40 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 400 | 0.00 | 47 | -4.17 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3,590 | 20.19 | 421 | 16.34 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 929 | 0.00 | 112 | 4.72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6,759 | 0.00 | 792 | -3.30 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1,819 | 0.00 | 213 | -3.18 | ||||
| 2025-05-14 | 13F | Clarity Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 1,745 | -8.16 | 204 | -11.30 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 3,750 | 0.00 | 439 | -3.30 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1,791 | -5.09 | 210 | -8.33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 175,512 | -0.18 | 20,565 | -3.44 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 80 | -96.95 | 9 | -97.17 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 55,922 | -1.05 | 6,552 | -4.28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 90,432 | -1.38 | 10,596 | -4.60 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 168 | 1,580.00 | 20 | 1,800.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16,951 | 1.91 | 1,986 | -1.39 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1,166 | 0.00 | 137 | -3.55 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 2,011 | -12.45 | 235 | -15.83 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9,195 | 1,301.68 | 1,073 | 1,274.36 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 27,554 | -2.79 | 3,228 | -5.97 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 10,000 | 0.00 | 1,172 | -3.30 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 8,590 | 1.18 | 1,006 | -2.14 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 523 | -5.25 | 61 | -7.58 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 9,674 | -0.22 | 1,134 | -3.49 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 967 | 28.93 | 117 | 39.29 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 973 | 0.31 | 114 | -3.42 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 3,496 | 0.00 | 410 | -3.31 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 12,816 | 2.09 | 1,502 | -1.25 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 113 | 0.00 | 13 | 0.00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,845 | -8.39 | 216 | -11.11 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 8,950 | 0.79 | 1,049 | -2.51 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 18 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1,907 | 0.00 | 223 | -3.04 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 3,451 | 0.00 | 404 | -3.12 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 3,025 | 0.00 | 354 | -3.28 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 82,078 | 3.02 | 9,941 | 11.15 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 11,094 | -2.67 | 1,300 | -5.87 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 164 | 0 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 8,334 | -55.02 | 976 | -53.05 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2,146 | 5.20 | 251 | 1.62 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 102,663 | 2.02 | 12,029 | -1.30 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,602 | -2.83 | 422 | -6.01 | ||||
| 2025-05-05 | 13F | Conservest Capital Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 2,204 | 0.00 | 258 | -3.01 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 21,613 | 18.62 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,591 | 0.00 | 772 | -3.26 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 16,313 | 0.67 | 1,911 | -2.60 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 10,526 | -1.61 | 1,233 | -4.79 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 11,905 | 2.95 | 1,395 | -0.43 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 573 | 0.00 | 67 | -2.90 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11,279 | 2.70 | 1,322 | -0.68 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2,550 | -14.37 | 299 | -17.22 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 7,555 | -88.65 | 885 | -89.02 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 15,925 | -1.70 | 1,866 | -4.89 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 13,190 | -12.52 | 1,546 | -15.39 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8,083 | 1.66 | 947 | -1.66 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 474 | 0.00 | 56 | -3.51 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,278 | 267 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 9,479 | 16.34 | 1,111 | 12.58 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 42,195 | -1.66 | 4,944 | -4.87 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 69,840 | 0.55 | 8,183 | -2.72 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 36,310 | 4.73 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 32 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 6,186 | 0.00 | 725 | -3.34 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 58 | 0.00 | 7 | -14.29 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 602 | 0.84 | 70 | -2.78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 944 | 0.00 | 111 | -3.51 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,412 | 1.22 | 166 | -2.37 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 28,756 | 2.27 | 3,369 | -1.06 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2,037 | 0.39 | 239 | -2.86 | ||||
| 2025-04-22 | 13F | Tassel Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 1,710 | 0.00 | 200 | -3.38 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,993 | 234 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 147,755 | 4.25 | 17,700 | 15.19 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 19,427 | -0.35 | 2,333 | 3.88 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,821 | -6.70 | 1,034 | -9.78 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21,190 | 12.40 | 2,483 | 8.72 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 50,875 | 11.48 | 5,961 | 7.85 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 19,137 | 17.80 | 2,242 | 13.98 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 216 | 101.87 | 25 | 108.33 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2,634 | -51.08 | 309 | -52.76 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,426 | 172.66 | 636 | 163.49 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 54,382 | -0.01 | 6,372 | -3.28 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 72,805 | 18.63 | 8,531 | 14.76 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 8,021 | 0.00 | 940 | -3.30 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 665 | 0.00 | 78 | -3.75 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 542 | 0.00 | 64 | -3.08 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 2,431 | 0.00 | 285 | -3.40 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3,579 | 30.86 | 419 | 26.59 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 25,184 | 0.62 | 2,951 | -2.67 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 92,380 | 2.75 | 10,824 | -0.60 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2,555 | -3.07 | 299 | -6.27 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 263 | -10.24 | 31 | -14.29 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 250 | 0.00 | 29 | -3.33 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 3,000 | 0.00 | 352 | -3.31 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1,654 | 44.83 | 194 | 39.86 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 2,900 | 0.80 | 340 | -2.59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91,856 | -0.57 | 10,763 | -3.82 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 8,889 | -4.75 | 1,041 | -7.88 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 19,289 | 1.17 | 2,336 | 6.91 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 8,118 | -3.16 | 983 | 4.46 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 2,011 | 0.55 | 239 | -1.65 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 146 | 356.25 | 17 | 466.67 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 45,704 | 1.14 | 5,355 | -2.16 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4,624 | 0.00 | 542 | -3.39 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 14 | 2 | ||||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 2,009 | 0.00 | 235 | -3.29 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 21,707 | 5.08 | 2,543 | 1.64 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 45,119 | 5,287 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,418 | 2.91 | 518 | -0.39 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2,740 | 0.77 | 321 | -2.43 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 160,896 | 0.22 | 18,852 | -3.05 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3,332 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3,077 | 0.00 | 367 | -1.34 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 637,677 | 1.48 | 74,610 | -1.98 | ||||
| 2025-04-11 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6,090 | 1.86 | 714 | -1.52 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 20,714 | -15.30 | 2,427 | -18.06 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 742,387 | 1.78 | 86,986 | -1.54 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9,798 | 1,148 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 33,467 | 24.53 | 3,921 | 20.46 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9,912 | 0.19 | 1,161 | -3.09 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 8,141 | 331 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 9,777 | 2.79 | 1,146 | -0.61 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 23,095 | -5.99 | 2,706 | -9.04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 51,241 | 12.39 | 6,004 | 8.71 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 435 | 0.00 | 51 | -3.85 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 5,300 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 172,257 | 3.72 | 20,183 | 0.33 | ||||
| 2025-04-23 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,786 | -5.25 | 561 | -3.45 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 763,802 | -7.73 | 89,495 | -10.74 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11,401 | 11.63 | 1,336 | 8.01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21,108 | 67.42 | 2,473 | 62.80 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2,342 | 6.41 | 274 | 3.01 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 26,659 | 1.26 | 3,124 | -2.04 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,478 | -0.67 | 173 | -3.89 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 13,070 | -29.20 | 1,531 | -31.50 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 138 | 0.00 | 16 | 0.00 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,851 | 0.82 | 217 | -2.70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 39,165 | 27.61 | 4,589 | 25.46 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 22,941 | 0.79 | 2,688 | 4.80 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 4,944 | -3.94 | 579 | -7.06 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 10,523 | -2.77 | 1,233 | -5.95 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,382 | 2.23 | 2,154 | -1.10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 76,453 | 3.04 | 8,958 | -0.31 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10,320 | 7.04 | 1,209 | 3.60 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 750 | 88 | ||||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2,720 | -19.55 | 319 | -22.25 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2,381 | 22.67 | 279 | 18.30 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2,004 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 10,177 | -1.72 | 1,192 | -4.94 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4,792 | -1.52 | 562 | -4.75 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,183,612 | 3.25 | 138,683 | -0.12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3,635 | -9.78 | 426 | -12.91 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 76,477 | -0.27 | 8,961 | -3.52 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6,679 | -1.63 | 783 | -4.87 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 250 | 0.00 | 29 | -3.33 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 31 | 0.00 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3,381 | 0.36 | 396 | -2.94 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 29,795 | 3.49 | 3,491 | 0.11 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2,510 | 0.00 | 294 | -3.29 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 8,097 | -1.23 | 949 | -4.44 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 53,952 | 6.20 | 6,322 | 2.75 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 173,111 | 20.19 | 20,283 | 16.27 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2,495 | -1.96 | 292 | -5.19 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8,957 | -2.24 | 1,050 | -5.41 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 4,690 | 0.00 | 550 | -3.35 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 3,286 | 1.08 | 398 | 9.34 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5,804 | -5.44 | 680 | -8.48 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 60 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 542 | 0.00 | 64 | 1.61 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 20,967 | 3.52 | 2,457 | 0.12 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 20,340 | 0.38 | 2,425 | -1.22 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 3,158 | 0.22 | 370 | -2.89 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 29,884 | 0.26 | 3,502 | -3.02 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 44 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 3,199 | 0.00 | 375 | -3.36 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 2,487 | 4.85 | 291 | 1.39 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 28,646 | 9.54 | 3,356 | 5.97 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 4,989 | 585 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 200 | 23 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4,482 | -3.20 | 525 | -6.25 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3,313 | 0.36 | 388 | -2.76 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 622 | 0.00 | 73 | -4.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 182,691 | 141.10 | 21 | 133.33 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2,992 | 0.34 | 351 | -3.05 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 435 | 51 | ||||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 16,965 | 47.07 | 2,027 | 50.07 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 9,110 | 0.00 | 1,067 | -3.26 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 4,500 | 52.54 | 527 | 47.62 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | 0 | ||||||
| 2025-04-16 | 13F | Caldwell Securities, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 355,629 | -4.69 | 42,640 | 2.55 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 18,514 | -39.43 | 2,221 | -40.03 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3,993 | 1,550.00 | 468 | 1,510.34 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 938 | 2,580.00 | 110 | 2,625.00 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 3,637 | -0.16 | 426 | -3.40 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 80 | 0.00 | 9 | 0.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17,537 | -7.10 | 2,055 | -10.15 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,000 | 56.25 | 119 | 84.38 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 2,805 | 10.22 | 329 | 6.49 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 5,319 | 0.00 | 623 | -3.26 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2,727 | 7.07 | 320 | 3.57 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 4,023 | 0.00 | 471 | -3.29 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 43,671 | 3.33 | 5,117 | -0.06 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 85,731 | 10,045 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 34,169 | -0.26 | 4,004 | -3.52 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 12,054 | 1 | ||||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 32,641 | 1.73 | 3,825 | -1.60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3,280 | -35.01 | 384 | -37.15 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 28,556 | -0.59 | 3,346 | -3.85 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 200,311 | 1.91 | 23,470 | -1.42 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 1,780 | 0.00 | 209 | -3.26 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 3,014 | 2.07 | 353 | -1.12 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3,400 | 0.47 | 398 | -2.69 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2,258 | -21.65 | 265 | -24.36 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 64 | 0.00 | 7 | 0.00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 2,148 | -1.78 | 252 | -4.92 | ||||
| 2025-07-09 | 13F | Woodstock Corp | 16,180 | 0.00 | 1,896 | -3.27 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 663,655 | -0.79 | 77,760 | -4.03 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24,006 | 2.09 | 2,812 | -1.26 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3,372 | 27.58 | 395 | 23.44 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 3,236 | -9.18 | 379 | -12.06 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16,971 | -2.37 | 1,989 | -5.56 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 3,600 | 0.00 | 422 | -3.44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30,413 | 10.76 | 3,563 | 7.16 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 30,806 | 2.31 | 3,610 | -1.04 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 2,363 | 24.17 | 277 | 20.00 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 5,250 | -1.32 | 615 | -4.50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7,172 | 0.06 | 840 | -3.23 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 835 | -45.60 | 98 | -47.57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,299,766 | 2.09 | 386,634 | -1.24 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,854 | 5.86 | 334 | 2.45 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14,141 | 282,720.00 | 1,657 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 28,117 | 1.55 | 3,294 | -1.76 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 54,812 | -6.76 | 6,422 | -9.79 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 458,651 | 0.15 | 53,740 | -3.12 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 17,199 | 2.93 | 2,015 | -0.40 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 7,255 | 14.16 | 850 | 10.53 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27,591 | -7.37 | 3,233 | -10.40 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 497 | -6.40 | 58 | -9.37 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 720 | 0.00 | 84 | -3.45 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 326 | 0.00 | 38 | -2.56 | ||||
| 2025-07-22 | NP | DGEFX - Destinations Equity Income Fund Class I | 92,095 | 4,681.67 | 10,710 | 5,596.28 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 152 | 0.66 | 18 | 5.88 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 490 | 0.00 | 57 | -3.39 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 167,532 | 3.88 | 19,630 | 0.49 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 406 | -3.10 | 48 | -6.00 | ||||
| 2025-08-06 | 13F | Simmons Bank | 200,913 | -2.45 | 23,541 | -5.63 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 61 | 7.02 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 9,502 | 20.07 | 1,113 | 16.18 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 8,639 | 4.53 | 1,012 | 1.20 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 918 | 0.00 | 108 | -3.60 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 264 | 0.76 | 31 | -3.23 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 948 | 0.00 | 111 | -2.63 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 26,945 | -85.19 | 3,157 | -7.74 | ||||
| 2025-05-02 | 13F | Pettinga Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2,667 | -45.95 | 314 | -45.49 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 287,213 | 2.68 | 33,653 | -0.67 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 6,541 | 176.58 | 373 | 30.42 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 25,803 | 12.62 | 3,023 | 8.94 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,620 | 26.02 | 307 | 22.31 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 2,631 | 0.00 | 308 | -3.14 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 947 | -90.34 | 111 | -90.73 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25,695 | 87.65 | 3,011 | 81.54 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,904 | 6.91 | 223 | 3.72 | ||||
| 2025-07-07 | 13F | Trust Co | 3,475 | 0.00 | 407 | -3.10 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 63,009 | -2.57 | 7,383 | -5.75 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,737 | -11.19 | 438 | -9.34 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 2,122 | -36.41 | 249 | -38.61 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 13,024 | -0.23 | 1,526 | -3.48 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 36,119 | 1.23 | 4,232 | -2.06 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 19,037 | 0.78 | 2,231 | -2.49 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 31,042 | -1.76 | 3,637 | 1.06 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4,275 | -0.12 | 501 | -3.47 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 16,063 | 1,882 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 5,968 | -0.58 | 699 | -3.85 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 42,999 | -31.39 | 5,038 | -33.63 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10,377 | 4.78 | 1,216 | 1.33 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 22,790 | -0.15 | 2,670 | -3.40 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,667 | 1.26 | 547 | -2.15 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,339 | -1.04 | 391 | -4.17 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 44,400 | 481.61 | 5,202 | 462.99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 327,360 | 7.84 | 38 | 5.56 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3,164 | 0.93 | 371 | -2.37 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 269 | 0.00 | 32 | -3.12 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3,704 | 0.00 | 434 | -3.12 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,474 | 0.00 | 290 | -3.34 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 33,389 | -3.46 | 3,912 | -6.61 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,380 | 0.00 | 279 | -3.47 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 7,698 | 2.50 | 902 | -0.77 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 195,333 | 14.35 | 23 | 10.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11,666 | -3.02 | 1,367 | -6.18 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3,708 | -26.92 | 433 | 67.44 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Managed Volatility Equity Fund | 379,802 | -14.42 | 44,501 | -17.21 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 141,620 | 18.36 | 16,751 | 15.58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 359,978 | 2.79 | 42,179 | -0.57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 92,885 | -3.41 | 11,250 | 4.21 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6,712 | -8.80 | 786 | -11.78 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 2,005 | 0.00 | 235 | -3.31 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2,517 | 0.00 | 295 | -3.29 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 695 | 4,533.33 | 81 | 8,000.00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 10,988 | -2.00 | 1,287 | -5.16 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6,324 | -34.92 | 741 | -36.99 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 223 | 26 | ||||||
| 2025-08-06 | 13F | Climber Capital SA | 6,500 | 0.00 | 757 | 16.64 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6,233 | 0.02 | 730 | -3.18 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 80,300 | -87.06 | 9,409 | -87.48 | |||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 129,401 | 0.06 | 15,162 | -3.21 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 15,565 | 4.15 | 1,824 | 0.72 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 115,531 | 6.24 | 14 | 0.00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 2,695 | -4.67 | 316 | -7.89 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 500 | 59 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 15,151 | 3.60 | 1,775 | 0.23 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 7,554 | -6.91 | 885 | -9.88 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 7,897 | -4.68 | 925 | -7.78 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 13,199 | 20.43 | 1,547 | 16.50 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 566 | 66 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 38,155 | -1.98 | 4,471 | -5.18 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 893 | 189.00 | 87 | 411.76 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2,889 | -5.25 | 338 | -8.40 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 415 | 0.00 | 49 | -4.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,914 | -9.22 | 576 | -12.21 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15,620 | 1.73 | 1,830 | -1.56 | ||||
| 2025-07-24 | 13F | Eastern Bank | 545 | 0.00 | 64 | -4.55 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2,294 | 0.17 | 269 | -3.25 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,297 | 621 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 2,332 | -51.13 | 273 | -52.69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 525,759 | -7.19 | 61,603 | -10.22 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 2,251 | 264 | ||||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 3,988 | 0.00 | 467 | -3.31 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 13,325 | -14.93 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 42,221 | -53.51 | 5,020 | -54.37 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 85,364 | -35.87 | 10,002 | -37.96 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 37,516 | -1.21 | 4,396 | -4.44 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 11,988 | -0.79 | 1,405 | -3.57 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 13,409 | 41.61 | 1,571 | 37.09 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 3,896 | 0.00 | 457 | -3.18 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 2,598 | -3.17 | 304 | -6.17 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 2,395 | 2.26 | 281 | -1.06 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 6,930 | -2.42 | 812 | -5.70 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 6,599 | 0.23 | 773 | -3.01 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,370 | -0.63 | 278 | -3.82 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10,643 | 94.89 | 1,247 | 88.65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,569 | 1.30 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 138,386 | 10.15 | 16,215 | 6.56 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5,304 | 621 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2,414 | 16.28 | 283 | 12.35 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 32,152 | -2.07 | 3,767 | -5.26 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 27,418 | 11,617.09 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,835 | -4.95 | 567 | -6.75 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 14,560 | -5.49 | 1,706 | -8.58 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3,037 | -3.74 | 356 | -7.07 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 116 | 0.00 | 14 | -7.14 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 6,174 | 693 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 67 | 0.00 | 8 | -12.50 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 36,302 | 4.51 | 4,254 | 1.09 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 14,938 | -2.80 | 1,750 | -5.96 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,808 | 12.23 | 212 | 8.21 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 6,417 | 0.00 | 1 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 2,053 | 0.00 | 241 | -3.23 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 7,207 | 3.19 | 844 | -0.12 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1,908 | -2.50 | ||||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 3,495 | 0.00 | 410 | -3.31 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8,829 | 0.14 | 1,034 | -3.09 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4,572 | -13.34 | 536 | -16.14 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7,996 | 356.91 | 937 | 343.60 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2,799 | -4.27 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,599 | -1.30 | 187 | -4.59 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | Call | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 16,337 | 0.77 | 1,914 | -2.50 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 14,663 | 3.20 | 1,718 | -0.12 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 6,271 | 0.00 | 735 | -3.29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 101,266 | -0.01 | 11,865 | -3.28 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 4,126 | 0.00 | 483 | -3.21 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 41,996 | -2.58 | 4,921 | -5.73 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1,770 | 5.99 | 207 | 2.48 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,309 | 0.18 | 388 | -3.25 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 5,486 | 0.00 | 643 | -3.31 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13,094 | -1.33 | 1,534 | -4.54 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 26,001 | 0.00 | 3,149 | 0.00 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 4,089 | 8.23 | 479 | 4.81 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 13,114 | 99.30 | 1,537 | 92.96 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4,148 | 11.09 | 486 | 7.30 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 29,195 | 0.00 | 3,421 | -3.28 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 495 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 14 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 181,909 | -9.95 | 21,314 | -12.89 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,360 | 0.27 | 1,214 | -3.04 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6,057 | 710 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 32,857 | 38.97 | 3,850 | 34.44 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3,473 | -1.61 | 407 | -4.92 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 20,039 | 5.11 | 2,348 | 1.65 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 159 | 0.00 | 19 | -5.26 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 77 | -73.99 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3,617 | -1.90 | 424 | -5.16 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 8,530 | 0.00 | 999 | -3.29 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1,076 | -31.03 | 126 | -32.98 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 606 | -3.81 | 71 | -6.58 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 165 | 0.00 | 19 | 0.00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4,713 | 0.00 | 552 | -3.16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 332,253 | -2.44 | 38,950 | -5.61 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 663 | 0.30 | 78 | -3.75 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 13,616 | 0.78 | 1,595 | -2.51 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 11,565 | 0.00 | 1,355 | -3.21 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14,404 | 4.99 | 1,688 | 1.57 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 2,408 | 282 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 18,487 | 0.00 | 2,166 | -3.26 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 9,405 | -0.90 | 1,102 | -4.18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,282,111 | 0.41 | 150,225 | -2.87 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 14,194 | -0.08 | 1,663 | -3.31 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4,053 | -69.34 | 475 | -70.39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 50,922 | -2.32 | 5,966 | 1.95 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 55,117 | 0.11 | 6,458 | -3.15 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,884 | 58.78 | 572 | 53.76 | ||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 3,969 | 4.06 | 465 | 0.65 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4,921 | -28.00 | 577 | -24.90 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 12,581 | -8.83 | 1,474 | -11.79 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 770,855 | 2.86 | 90,321 | -0.49 | ||||
| 2025-05-05 | 13F | Wealth Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 186,193 | 19.88 | 21,816 | 15.97 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14,090 | -0.23 | 1,651 | -3.51 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 1,780 | 0.56 | 209 | -2.80 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 1,791 | 210 | ||||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,501,871 | 3.57 | 527,484 | 0.19 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 26 | 0.00 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,119 | -2.47 | 365 | -5.68 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,765 | 0.00 | 207 | -3.27 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 1,946 | -2.06 | 228 | -5.42 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 2,511 | -0.91 | 294 | -3.92 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16,405 | 9.85 | 1,967 | 15.65 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2,662 | 7.47 | 312 | 3.67 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 32,187 | -1.32 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16,674 | -7.48 | 1,954 | -10.49 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 18,061 | -0.25 | 2,116 | -3.51 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 11,079 | -1.32 | 1,298 | -4.49 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1,772 | -1.99 | 208 | -5.05 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 3,419 | -4.28 | 401 | -7.41 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 20 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 19,306 | -0.22 | 2,262 | -3.46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,419,370 | -0.52 | 166,308 | -3.76 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 242,909 | -0.33 | 28,462 | -3.58 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 700 | 0.00 | 82 | -2.38 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 3,831 | 0.18 | 459 | 6.50 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 2,476 | 0.00 | 290 | -3.01 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 4,388 | 3.61 | 514 | 0.39 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 9,388 | 0.02 | 1,100 | -3.26 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 9,215 | 36.22 | 1,080 | 31.75 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 530 | 0.00 | 62 | -3.12 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,022 | -50.63 | 471 | -52.23 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 16 | 0.00 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 23,453 | 0.00 | 2,748 | -3.24 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 83,849 | 0.54 | 9,825 | -2.74 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 158,884 | 3.60 | 18,616 | 0.22 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 34,764 | -40.13 | 4,073 | -42.09 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 5,318 | 0.45 | 623 | -2.81 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 53,158 | 2.97 | 6,229 | -0.38 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 703 | 0.72 | 82 | -2.38 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 400 | 47 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 167 | 0.00 | 20 | -5.00 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 1,758 | 0.00 | 206 | -3.30 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 59 | 0.00 | 7 | 16.67 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 820 | 0.00 | 96 | -3.03 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 3,512 | -3.81 | 412 | -6.38 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5,321 | -1.86 | 1 | |||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 2,028 | 0.00 | 238 | -3.27 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 165 | 0.00 | 19 | 0.00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 8,061 | -2.48 | 945 | -5.69 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12,760 | 110.32 | 1,495 | 103.68 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156,934 | 0.34 | 18 | 0.00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 3,220 | -2.13 | 377 | -5.28 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1,980 | 0.00 | 232 | -3.35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 143,051 | 37.97 | 16,761 | 33.48 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3,271 | 9.88 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2,080 | 0.00 | 244 | -3.19 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2,554 | -83.11 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 18,149 | 0.07 | 2,127 | -3.19 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 4,635 | -1.80 | 543 | -4.90 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 17,177 | 0.21 | 1,998 | 2.78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 11,700 | 74.63 | 1,371 | 68.93 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 73,678 | 541.29 | 8,633 | 520.56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 64,400 | -20.59 | 7,546 | -23.18 | |||
| 2025-08-04 | 13F | Human Investing LLC | 5,390 | 77.54 | 632 | 71.93 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 32,815 | -0.06 | 3,845 | -3.32 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2,334 | -69.20 | 274 | -70.23 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,368 | -2.87 | 512 | -6.07 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2,060 | 0.29 | 241 | -2.82 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 12,550 | 0.00 | 1,470 | -3.29 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -178 | -11.88 | -21 | -16.67 | |||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2,293 | -18.28 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 90,076 | 1.98 | 10,554 | -1.34 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 1,720 | 203 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 454,551 | 3.79 | 53,255 | 0.43 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 300 | 0.00 | 35 | -2.78 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,855 | 1.12 | 686 | -2.14 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 1,864 | 0.76 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4,637 | 0.00 | 543 | -3.21 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 3,355 | 6.34 | 393 | 2.88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12,150 | 2.76 | 1,424 | -0.63 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3,254 | 12.95 | 381 | 9.48 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5,698 | -6.86 | 668 | -9.99 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 5,524 | 647 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 3,899 | -39.07 | 457 | -41.16 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 12,201 | -7.69 | 1,430 | -10.69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 106,093 | -1.71 | 12,431 | -4.92 | ||||
| 2025-05-08 | 13F | Modera Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3,084 | 0.62 | 361 | -2.70 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 2,843 | 0.00 | 333 | -3.20 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 17,195 | 0.00 | 2,083 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 89,882 | -3.23 | 10,531 | -6.39 | ||||
| 2025-04-11 | 13F | Annex Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 57,420 | -24.98 | 6,728 | -27.43 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 94,186 | -2.46 | 11,036 | -5.64 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18,051 | -0.29 | 2,115 | -3.51 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 128 | -83.55 | 15 | -85.11 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 26 | -42.22 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 17 | 2 | ||||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 1,991 | -26.29 | 233 | -28.75 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 38,428 | 3.64 | 4,503 | 0.27 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 2,622 | 0.23 | 307 | -2.85 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9,499 | -4.57 | 1,112 | -7.72 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5,137 | 14.41 | 602 | 10.68 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 3,222 | -8.88 | 378 | -11.92 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 20,115 | -1.10 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 21,224 | -3.60 | 2,487 | -6.75 | ||||
| 2025-04-30 | 13F | Beverly Hills Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 1,835 | 0.00 | 219 | -1.80 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 4,194 | 0.00 | 496 | -2.17 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 14,333 | -0.08 | 1,679 | -3.34 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10,276 | -0.72 | 1,204 | -3.91 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 1,806 | -93.41 | 212 | -93.64 | ||||
| 2025-07-16 | 13F | Novem Group | 2,097 | 5.32 | 246 | 1.66 | ||||
| 2025-04-16 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 |
