Mga Batayang Estadistika
Pemilik Institusional | 2527 total, 2521 long only, 0 short only, 6 long/short - change of 0.40% MRQ |
Alokasi Portofolio Rata-rata | 1.1261 % - change of -2.90% MRQ |
Saham Institusional (Jangka Panjang) | 1,236,102,471 (ex 13D/G) - change of -4.30MM shares -0.35% MRQ |
Nilai Institusional (Jangka Panjang) | $ 74,533,951 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) memiliki 2527 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 1,236,102,471 saham. Pemegang saham terbesar meliputi Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Bank of New York Mellon Corp, Wells Fargo & Company/mn, Raymond James Financial Inc, Morgan Stanley, Fmr Llc, Envestnet Asset Management Inc, Goldman Sachs Group Inc, and Royal Bank Of Canada .
Struktur kepemilikan institusional iShares Trust - iShares Core S&P Mid-Cap ETF (ARCA:IJH) 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 66.05 / share. Previously, on September 6, 2024, the share price was 58.89 / share. This represents an increase of 12.16% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Truefg, Llc | 805,239 | 2.84 | 49,941 | 9.31 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 3,320 | 206 | ||||||
2025-08-07 | 13F | Cvfg Llc | 8,791 | -2.88 | 545 | 3.22 | ||||
2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 6,773 | 11.20 | 420 | 18.31 | ||||
2025-07-17 | 13F | Coastline Trust Co | 376,100 | 7.95 | 23,326 | 14.73 | ||||
2025-07-23 | 13F | Gerber, Llc | 16,050 | 0.00 | 995 | 6.30 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 14,566 | 0.00 | 903 | 6.36 | ||||
2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 116,791 | -0.06 | 7,243 | 6.22 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 17,069 | 16.62 | 1,059 | 23.89 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 5,954 | 5.94 | 369 | 12.84 | ||||
2025-08-14 | 13F | Vista Investment Management | 43,155 | 0.66 | 2,676 | 7.00 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 378 | 0.00 | 23 | 4.55 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 7,378 | -1.35 | 458 | 4.82 | ||||
2025-08-12 | 13F | Fca Corp /tx | 91,327 | 0.63 | 5,664 | 6.97 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 390,381 | 0.38 | 24,211 | 6.69 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 15,602 | -14.64 | 1 | -100.00 | ||||
2025-08-14 | 13F | Tudor Financial Inc. | 17,550 | -4.64 | 1,088 | 1.40 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 4,074 | -84.74 | 253 | -83.82 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 1,121,204 | 3.61 | 69,537 | 10.13 | ||||
2025-08-04 | 13F | Spinnaker Trust | 22,083 | 12.77 | 1,370 | 19.88 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 23,163 | 26.44 | 1,437 | 34.46 | ||||
2025-07-09 | 13F | Capital Wealth Management, Llc | 5,450 | 0.04 | 338 | 6.62 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 511,419 | -1.42 | 31,718 | 4.78 | ||||
2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 26,307 | 28.74 | 1,632 | 36.83 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 10,270 | 1.43 | 660 | 18.53 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 2,814 | -10.67 | 175 | -4.92 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 5,107 | 4.76 | 317 | 11.27 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 3,440 | 0.09 | 213 | 6.50 | ||||
2025-08-12 | 13F | Athena Investment Management | 9,641 | 0.00 | 598 | 6.23 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 4,550 | 0.00 | 282 | 6.42 | ||||
2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 181,223 | -9.41 | 11,239 | -3.71 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 4,410 | 63.33 | 274 | 73.89 | ||||
2025-04-04 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Stelac Advisory Services LLC | 40,377 | -17.69 | 2,504 | -12.48 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,022 | 63 | ||||||
2025-08-14 | 13F | Df Dent & Co Inc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Charles Schwab Trust Co | 4,704 | 292 | ||||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 3,742 | -2.50 | 232 | 4.04 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 132,622 | 0.91 | 8,225 | 7.26 | ||||
2025-05-02 | 13F | Napatree Capital Llc | 28,895 | 8.01 | 1,686 | 1.20 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 9,940 | 4.64 | 616 | 11.19 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 3,395 | -8.96 | 211 | -3.23 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 10,378 | 0.00 | 644 | 6.28 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 2,000 | 124 | ||||||
2025-07-22 | 13F | Awm Capital, Llc | 29,976 | 0.00 | 1,859 | 6.29 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 3,931 | 2.21 | 244 | 8.48 | ||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 10,704 | 0.00 | 664 | 6.25 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 1,457,901 | -0.04 | 90,419 | 6.24 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 3,231 | 200 | ||||||
2025-08-05 | 13F | Alexander Randolph Advisory Inc | 4,256 | 0.00 | 264 | 6.05 | ||||
2025-08-06 | 13F | Marco Investment Management Llc | 22,635 | 0.00 | 1,404 | 6.29 | ||||
2025-07-31 | 13F | Carrera Capital Advisors | 20,699 | -15.78 | 1,284 | -10.53 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 48,016 | 5.81 | 2,978 | 12.47 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 10,263 | -1.53 | 637 | 4.61 | ||||
2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 158,120 | 2.72 | 9,807 | 9.19 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,892 | 0.00 | 117 | 6.36 | ||||
2025-07-23 | 13F | Canopy Partners, LLC | 5,201 | 0.00 | 323 | 6.27 | ||||
2025-07-30 | 13F | Citizens & Northern Corp | 258,700 | -10.99 | 16,045 | -5.39 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 15,425 | 82.57 | 957 | 81.75 | ||||
2025-08-12 | 13F | Change Path, LLC | 78,330 | 6.47 | 4,858 | 13.19 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 31,069 | -1.16 | 1,927 | 5.02 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 158,814 | -0.03 | 9,850 | 6.26 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 90,404 | 80.39 | 5,760 | 101.36 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB | 80,200 | -18.41 | 4,974 | -13.27 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 210,234 | -38.24 | 13,039 | -34.36 | ||||
2025-07-29 | 13F | Hoese & Co LLP | 1,675 | -14.76 | 104 | -9.65 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 85,897 | 3.54 | 5,327 | 10.06 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 390 | -42.39 | 24 | -38.46 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 3,504 | 0.26 | 217 | 6.90 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 11,440 | 3.67 | 710 | 10.26 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 20 | -99.05 | 1 | -99.18 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 78,523 | 348.55 | 4,582 | -5.57 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 7,779 | -2.92 | 482 | 3.21 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 5,325 | 0.00 | 330 | 6.45 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 68,747 | -3.78 | 4,264 | 2.25 | ||||
2025-08-12 | 13F | Planning Alternatives Ltd /adv | 1,261,373 | 1.79 | 78,230 | 8.19 | ||||
2025-07-23 | NP | IRSQX - Voya Target Retirement 2050 Fund Class I | 83,296 | -24.26 | 5,001 | -26.51 | ||||
2025-08-08 | 13F | Mason Street Advisors, Llc | 98,600 | -41.59 | 6,115 | -37.91 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 16,302 | -13.14 | 1,011 | -7.67 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 671,772 | -41.13 | 41,664 | -37.42 | ||||
2025-07-28 | 13F | IFC Advisors LLC | 58,607 | 3.99 | 3,635 | 10.52 | ||||
2025-07-02 | 13F | Dentgroup LLC | 173,215 | 8.36 | 10,743 | 15.17 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 775 | 0.00 | 48 | 6.67 | ||||
2025-04-23 | 13F | Sabal Trust CO | 75,377 | -8.60 | 4,398 | -14.40 | ||||
2025-07-14 | 13F | Crew Capital Management, Ltd. | 22,206 | -17.76 | 1,377 | -12.57 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 7,715 | -1.34 | 478 | 4.82 | ||||
2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 4,184 | 0.00 | 259 | 6.15 | ||||
2025-08-12 | 13F | Heritage Trust Co | 7,124 | 0.00 | 442 | 6.27 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 47,801 | -16.45 | 3,001 | -10.42 | ||||
2025-08-05 | 13F | Code Waechter LLC | 8,320 | -17.46 | 516 | |||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 67,280 | 0.99 | 4,173 | 7.33 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Ewa, Llc | 122,492 | 3.22 | 7,597 | 9.71 | ||||
2025-08-12 | 13F | LPL Financial LLC | 25,959,512 | 3.46 | 1,610,009 | 9.97 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 34,997 | -11.86 | 2,171 | -6.30 | ||||
2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 32,699 | 0.28 | 2,028 | 6.62 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2,268,824 | 0.67 | 140,712 | 7.01 | ||||
2025-08-06 | 13F | Axim Planning & Wealth | 4,868 | 13.53 | 302 | 20.40 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 14,059 | 1,637.82 | 1 | |||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | ForthRight Wealth Management, LLC | 51,901 | 1.69 | 3,219 | 8.06 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 21,568 | -1.17 | 1,338 | 5.03 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 3,473,705 | 2.56 | 215,439 | 9.01 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-29 | 13F | Total Investment Management Inc | 874 | 54 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 1,575 | 0.00 | 98 | 6.59 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 3,454 | -48.92 | 214 | -42.47 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 355 | 12.34 | 22 | 22.22 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 850,048 | -11.53 | 52,720 | -5.97 | ||||
2025-07-18 | 13F | Founders Capital Management | 1,280 | 0.08 | 79 | 6.76 | ||||
2025-08-08 | 13F | Stephenson & Company, Inc. | 98,943 | 3.83 | 6,136 | 10.36 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 837,126 | 238.19 | 51,919 | 259.47 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 732,133 | 6.25 | 45,407 | 12.93 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 43,432 | -1.91 | 2,694 | 4.26 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 79,297 | 1,128.46 | 4,918 | 1,207.98 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 108,272 | 112.00 | 6,715 | 125.34 | ||||
2025-07-09 | 13F | Westshore Wealth, LLC | 3,487 | 0.00 | 216 | 6.40 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 47,955 | -4.01 | 2,974 | -4.43 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 5,514 | 13.60 | 342 | 20.49 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 11,015 | -1.52 | 683 | 4.75 | ||||
2025-07-28 | 13F | Tower Wealth Partners, Inc. | 254,800 | 2.26 | 15,803 | 8.69 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 593,928 | 3.76 | 36,835 | 10.29 | ||||
2025-07-16 | 13F | Motive Wealth Advisors | 20,785 | -1.06 | 1,289 | 5.22 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 190,126 | 0.18 | 11,792 | 6.47 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 114,321 | -1.54 | 7,092 | 4.65 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5,816 | 7.35 | 361 | 13.92 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 21,115 | -1.72 | 1,310 | 4.47 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 59,596 | 78.32 | 4 | 200.00 | ||||
2025-08-08 | 13F | Sawgrass Asset Management Llc | 7,608 | -23.73 | 472 | -19.07 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 4,754 | -12.83 | 295 | -7.55 | ||||
2025-07-21 | 13F | Financial Council Asset Management Inc | 107,333 | 0.32 | 6,657 | 6.63 | ||||
2025-08-06 | 13F | Bensler, LLC | 37,369 | -0.18 | 2,318 | 6.09 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Baron Financial Group, LLC | 24,842 | -2.05 | 1,541 | 4.12 | ||||
2025-07-17 | 13F | City Holding Co | 105,924 | 4.36 | 6,569 | 10.96 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 8,843 | -0.06 | 548 | 6.20 | ||||
2025-07-11 | 13F | Essex Savings Bank | 20,188 | 0.00 | 1,252 | 6.37 | ||||
2025-08-11 | 13F | Greenland Capital Management LP | 240,639 | 14,924 | ||||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 5,553 | 344 | ||||||
2025-03-12 | 13F/A | Private Capital Management Llc | 30,077 | -1.94 | 1,760 | -5.53 | ||||
2025-07-09 | 13F | Central Bank & Trust Co | 65,346 | -0.60 | 4,053 | 5.66 | ||||
2025-08-12 | 13F | Associated Banc-corp | 157,452 | 0.31 | 9,765 | 6.63 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 2,644 | 19.64 | 164 | 27.34 | ||||
2025-07-23 | 13F | Gainplan LLC | 20,835 | -50.53 | 1,292 | -47.42 | ||||
2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 43,700 | 32.42 | 2,710 | 40.78 | ||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1,000 | -55.93 | 62 | -53.03 | ||||
2025-08-01 | 13F | New York Life Investment Management Llc | 196,944 | -53.12 | 12,214 | -50.17 | ||||
2025-07-23 | NP | IRSVX - Voya Target Retirement 2055 Fund Class I | 123,946 | -22.88 | 7,442 | -25.17 | ||||
2025-07-23 | 13F | Center For Asset Management LLC | 6,735 | 0.00 | 419 | 6.63 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 35,210 | -44.71 | 2,184 | -41.24 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio | 355,000 | -14.46 | 22,017 | -9.08 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 383,816 | -1.93 | 23,804 | 4.23 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 6,876 | -44.51 | 426 | -41.08 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 7,200 | -14.26 | 447 | -8.79 | ||||
2025-07-17 | 13F | Sfm, Llc | 31,092 | 59.40 | 1,928 | 69.42 | ||||
2025-07-10 | 13F | Triangle Securities Wealth Management | 126,386 | 2.78 | 7,838 | 9.24 | ||||
2025-07-11 | 13F | Lincoln Capital LLC | 20,072 | -0.39 | 1,245 | 12.38 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 894,894 | -0.85 | 55,501 | 5.39 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 52,480 | -2.99 | 3,255 | 3.11 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 2,676,479 | -45.59 | 632,604 | 120.39 | ||||
2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 3,371 | 0 | ||||||
2025-08-12 | 13F | Ensign Peak Advisors, Inc | 45,369 | -97.08 | 2,814 | -96.90 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 3,672 | -6.09 | 228 | -0.44 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 4,523 | -0.59 | 281 | 5.66 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 4,469 | -28.51 | 277 | -23.90 | ||||
2025-04-21 | 13F | Roberts Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Eagle Strategies LLC | 8,237 | 1.88 | 511 | 8.28 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 4,007 | -85.24 | 248 | -84.33 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 251,761 | 6.44 | 15,899 | 20.25 | ||||
2025-07-17 | 13F | Avondale Wealth Management | 280,506 | 3.56 | 17,397 | 10.07 | ||||
2025-08-13 | 13F | PACK Private Wealth, LLC | 301,406 | 8.62 | 18,693 | 15.46 | ||||
2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 14,467 | 0.00 | 1 | |||||
2025-07-16 | 13F | Falcon Wealth Planning | 9,443 | -16.11 | 586 | -10.82 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 16,160 | -2.81 | 1 | |||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 208,174 | 4.02 | 12,911 | 10.56 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 46,157 | -0.07 | 2,863 | 6.20 | ||||
2025-07-22 | NP | GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional | 360,213 | 21,627 | ||||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 30,968 | -5.01 | 1,921 | 0.95 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 1,222 | 76 | ||||||
2025-07-31 | 13F | Ballast Advisors Llc | 940 | 0.00 | 58 | 7.41 | ||||
2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 55,586 | -1.66 | 3,594 | 2.69 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 490,041 | -0.16 | 30,392 | 6.12 | ||||
2025-07-11 | 13F | First PREMIER Bank | 3,531 | 134.31 | 0 | |||||
2025-07-22 | 13F | Private Wealth Group, LLC | 17,095 | 0.00 | 1,060 | 6.32 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 176,416 | 9.31 | 10,941 | 16.20 | ||||
2025-07-23 | 13F | LifeSteps Financial, Inc. | 66,465 | 0.29 | 4,122 | 6.59 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 156,285 | 4.84 | 9,693 | 11.43 | ||||
2025-07-14 | 13F | Enzi Wealth | 36,463 | -0.57 | 2,313 | 10.99 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 4,175 | 259 | ||||||
2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 5,755 | 0.00 | 0 | |||||
2025-07-07 | 13F | Enterprise Bank & Trust Co | 311,078 | -8.61 | 19,293 | -2.86 | ||||
2025-07-18 | 13F | Brookmont Capital Management | 13,687 | 0.41 | 849 | 6.67 | ||||
2025-07-25 | 13F | Bricktown Capital, LLC | 78,970 | 0.00 | 4,898 | 6.29 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 114,834 | 243.39 | 7,122 | 265.04 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15,612,577 | -1.06 | 968,292 | 5.17 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 10,893 | -1.79 | 676 | 4.33 | ||||
2025-08-06 | 13F | Agf Management Ltd | 56,130 | -0.88 | 3,481 | 5.36 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 238,202 | -4.95 | 14,773 | 1.03 | ||||
2025-08-11 | 13F | Citigroup Inc | 413,880 | -25.94 | 25,669 | -21.28 | ||||
2025-07-29 | 13F | Private Trust Co Na | 80,388 | -2.04 | 4,986 | 4.11 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 78,179 | 9.59 | 4,849 | 16.48 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 12,973 | 31.48 | 805 | 39.83 | ||||
2025-08-05 | 13F | ADG Wealth Management Group, LLC | 95,152 | -14.53 | 5,901 | -9.16 | ||||
2025-07-11 | 13F | Oak Asset Management, LLC | 10,305 | 0.63 | 639 | 7.04 | ||||
2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 6,169 | 383 | ||||||
2025-04-29 | 13F | Davidson Trust Co | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio | 1,100,000 | -21.43 | 68,222 | -16.49 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1,113,810 | 8.33 | 69,078 | 15.14 | ||||
2025-07-24 | 13F | Zullo Investment Group, Inc. | 9,132 | -0.97 | 566 | 5.20 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 58,780 | 0.13 | 3,646 | 6.42 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 24,905 | 1.12 | 1,566 | 9.43 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 780,470 | -1.12 | 48,405 | 5.10 | ||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 10,186 | 129.83 | 648 | 170.00 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 376,608 | -3.00 | 23,357 | 3.11 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 78,826 | -13.40 | 5 | -20.00 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 63,741 | -2.69 | 3,953 | 3.43 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 46,977 | -17.13 | 2,914 | -11.91 | ||||
2025-08-13 | 13F | ESL Trust Services, LLC | 655,386 | 6.76 | 40,647 | 13.47 | ||||
2025-07-18 | 13F | United Bank | 19,019 | -16.53 | 1,180 | -11.29 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 82,646 | -0.72 | 5,126 | 5.52 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 211,823 | -0.47 | 13,137 | 5.79 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 90,234 | -1.06 | 5,596 | 5.17 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 18 | 12.50 | 1 | |||||
2025-07-09 | 13F | GEM Asset Management, LLC | 41,002 | 0.28 | 2,589 | 7.96 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 491,387 | 0.25 | 30,476 | 6.55 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 527 | -38.36 | 33 | -34.69 | ||||
2025-08-12 | 13F | Mmbg Investment Advisors Co. | 24,570 | 0.00 | 1,524 | 6.28 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 6,464 | 28.74 | 407 | 38.91 | ||||
2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 4,000 | 248 | ||||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 194,804 | 3.35 | 12,082 | 9.85 | ||||
2025-07-03 | 13F | Trust Co of the South | 3,492 | 0.00 | 217 | 6.40 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 5,833 | -0.31 | 371 | 16.67 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 3,531 | 537.36 | 219 | 584.38 | ||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 106,306 | 1.66 | 6,593 | 8.06 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 10,921 | -10.97 | 677 | -5.31 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2,755 | -15.88 | 171 | -10.99 | ||||
2025-07-29 | 13F | Vectors Research Management, LLC | 127,108 | -1.35 | 7,883 | 4.86 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 119,106 | 2.81 | 7 | 16.67 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 177,487 | 22.33 | 11,008 | 30.01 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 163,783 | -2.46 | 10,158 | 3.67 | ||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 23,489 | -1.41 | 1,457 | 4.75 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 31,701 | -16.62 | 1,966 | -11.36 | ||||
2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 70,502 | 2.37 | 4,373 | 8.81 | ||||
2025-08-18 | NP | GVMCX - Government Street Mid-Cap Fund | 50,000 | 25.00 | 3,101 | 32.86 | ||||
2025-07-17 | 13F | Luminvest Wealth Management LLC | 11,914 | 0.00 | 758 | 9.06 | ||||
2025-08-05 | 13F | Cambiar Investors Llc | 59,451 | -44.66 | 3,687 | -41.18 | ||||
2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 4,187 | 0.00 | 267 | 9.43 | ||||
2025-04-09 | 13F | Selway Asset Management | 7,000 | 0.00 | 408 | -6.42 | ||||
2025-07-10 | 13F | Three Seasons Wealth, LLC | 26,818 | -7.39 | 1,663 | -1.54 | ||||
2025-07-07 | 13F | Platt Investment Counsel, LLC | 243,377 | -1.19 | 15,094 | 5.02 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Cove Private Wealth, LLC | 4,140 | 257 | ||||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 6,580 | -5.72 | 408 | 0.25 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2,304 | -8.17 | 143 | -8.97 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 7,600 | 70.59 | 471 | 81.85 | ||||
2025-07-22 | 13F | Inlight Wealth Management, LLC | 25,432 | 153.64 | 1,577 | 169.57 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 2,118,958 | -52.40 | 131,418 | -49.41 | ||||
2025-07-28 | NP | PWTAX - UBS U.S. Allocation Fund Class A | 54,995 | 18.80 | 3,302 | 15.26 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 27,584 | -3.19 | 1,711 | -3.66 | ||||
2025-07-24 | 13F | Freedom Day Solutions, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 252,664 | 2.88 | 15,670 | 9.86 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 3,357 | 208 | ||||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 8,400 | 0.00 | 521 | 6.12 | ||||
2025-08-08 | 13F | Gts Securities Llc | 156,365 | 9,698 | ||||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-31 | 13F | Auour Investments LLC | 4,525 | -13.23 | 281 | -5.41 | ||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 3,464 | 215 | ||||||
2025-07-16 | 13F | Rebalance, Llc | 76,240 | -8.34 | 4,728 | -2.58 | ||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 84,879 | 0.92 | 5,264 | 7.28 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 67,278 | -1.24 | 4,173 | 4.96 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 6,960 | -4.61 | 432 | 1.41 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 8,093 | 0.24 | 502 | 4.38 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 151,673 | 4.53 | 9,407 | 11.10 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 22,525 | -13.96 | 1,397 | -8.58 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 4,370 | 0.00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 898,676 | -0.37 | 57,875 | 10.17 | ||||
2025-05-07 | 13F | Ameraudi Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 116,652 | -0.82 | 7,235 | 5.42 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 217,608 | -1.08 | 13,496 | 5.14 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 150,229 | 8.36 | 9,317 | 15.18 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 9,805 | -1.51 | 608 | 4.83 | ||||
2025-08-11 | 13F | Baldwin Investment Management, LLC | 3,620 | 0.00 | 225 | 6.16 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 51,695 | 1.92 | 3,206 | 8.35 | ||||
2025-07-28 | 13F | Copia Wealth Management | 2,055 | -11.57 | 127 | -5.93 | ||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 5,040 | 0.02 | 313 | 6.12 | ||||
2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 91,087 | -27.19 | 5,469 | -29.36 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1,643,920 | 46.51 | 101,956 | 55.73 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 5,991 | 0.00 | 372 | 6.30 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 6,959 | -42.93 | 432 | -39.38 | ||||
2025-08-07 | 13F | Security Benefit Life Insurance Co /ks/ | 5,500 | 0.00 | 341 | 6.56 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 5,275 | -1.22 | 327 | 5.14 | ||||
2025-08-13 | 13F | Portland Global Advisors LLC | 707,403 | 0.22 | 43,873 | 6.52 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 107,083 | 0.07 | 6,641 | 6.38 | ||||
2025-07-16 | 13F | Plancorp, LLC | 15,958 | 43.46 | 990 | 52.39 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 19,750 | 7.05 | 1 | 0.00 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 15,094 | -5.60 | 936 | 0.43 | ||||
2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 4,053 | 0.02 | 251 | 6.36 | ||||
2025-08-07 | 13F/A | Ellerson Group Inc /adv | 31,447 | -51.18 | 1,950 | -48.11 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 82,043 | 19.42 | 5,088 | 26.95 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 6,497 | -44.29 | 403 | -40.88 | ||||
2025-07-22 | 13F | Bank Hapoalim Bm | 0 | |||||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Evensky & Katz LLC | 24,496 | -2.13 | 2 | 0.00 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 66,504 | 1.92 | 4,125 | 8.33 | ||||
2025-08-14 | 13F | Family Office Research LLC | 4,973 | -8.63 | 308 | -2.84 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 3,648 | 226 | ||||||
2025-07-15 | 13F | Wealth Effects Llc | 22,095 | -13.22 | 1,370 | -7.74 | ||||
2025-08-13 | 13F | First National Advisers, LLC | 19,641 | 0.03 | 1,218 | 6.38 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 39,949 | 0.11 | 2,478 | 6.40 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 990 | 13.14 | 61 | 19.61 | ||||
2025-07-31 | 13F | Peterson Wealth Services | 260 | 0.00 | 16 | 6.67 | ||||
2025-08-13 | 13F | Fortress Financial Solutions, LLC | 65,773 | 2.30 | 4,079 | 8.74 | ||||
2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 106,283 | -0.35 | 6,674 | 11.93 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 300,467 | 12.56 | 18,635 | 19.64 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 117,051 | -1.33 | 7,260 | 4.88 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 1,691,938 | 3.08 | 104,934 | 9.56 | ||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 62,554 | -1.22 | 3,982 | 14.36 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 10,698 | -0.19 | 664 | 6.08 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 53,550 | 4.78 | 3,321 | 11.37 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 95,216 | 0.98 | 5,905 | 7.34 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2,973 | 0.00 | 184 | 6.36 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 15,581 | 0.26 | 966 | 6.62 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 491,535 | -0.51 | 30,485 | 5.75 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 11,060 | 6.71 | 686 | 13.41 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 792,742 | -4.21 | 49,166 | 1.82 | ||||
2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 45,515 | 2.77 | 2,823 | 9.21 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 54,540 | 154.90 | 3,383 | 170.99 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 18,563 | -23.73 | 1,151 | -18.94 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 950 | 0.00 | 59 | 5.45 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 2,155 | 0.00 | 134 | 6.40 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 18,710 | -0.27 | 1,160 | 6.03 | ||||
2025-08-05 | 13F | Tufton Capital Management | 17,764 | 0.67 | 1 | -99.90 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 6,513,657 | 2.64 | 403,977 | 9.09 | ||||
2025-07-22 | 13F | Willner & Heller, Llc | 16,044 | -8.68 | 995 | -2.93 | ||||
2025-07-30 | 13F | MTC Wealth Management LLC | 178,141 | -2.04 | 11,048 | 4.12 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 3,588 | 2.19 | 223 | 8.82 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 669,029 | -18.05 | 41,493 | -12.90 | ||||
2025-08-14 | 13F | Apriem Advisors | 4,645 | -54.21 | 288 | -51.27 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 18,791 | 5.16 | 1,165 | 11.80 | ||||
2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | Somerset Trust Co | 11,285 | -3.47 | 700 | 2.49 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 10,753 | -1.62 | 667 | 4.55 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | American National Bank | 107,344 | -2.07 | 6,657 | 4.08 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 3,646 | 0.00 | 213 | 0.00 | ||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 5,176 | -1.58 | 321 | 4.90 | ||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 3,343 | -6.36 | 207 | -0.48 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 916,270 | -1.54 | 56,827 | 4.65 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 500 | 0.00 | 31 | 6.90 | ||||
2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 12,191 | -3.72 | 756 | 2.44 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 40,081 | -0.90 | 2,486 | 5.34 | ||||
2025-07-10 | 13F | Rockland Trust Co | 28,934 | -2.60 | 1,794 | 3.52 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 112,425 | 0.00 | 6,973 | 6.30 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6,475 | 8.90 | 402 | 15.90 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 877,935 | 3.25 | 54,450 | 9.74 | ||||
2025-08-05 | 13F | Counterweight Ventures, LLC | 55,764 | 0.69 | 3,458 | 7.03 | ||||
2025-08-28 | 13F | Prospera Capital Management, LLC | 21,471 | 0.16 | 1,332 | 6.48 | ||||
2025-08-08 | 13F | Union Savings Bank | 155,863 | -1.81 | 9,822 | 6.07 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 1,845 | 0.00 | 114 | 6.54 | ||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 12,683 | 0.30 | 787 | 6.65 | ||||
2025-05-13 | 13F | Francis Financial, Inc. | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 3,227 | 0.00 | 200 | -0.50 | ||||
2025-08-15 | 13F | Howland Capital Management Llc | 16,665 | 0.00 | 1,034 | 6.28 | ||||
2025-04-11 | 13F | LPF Advisors LLC | 4,827 | 0.12 | 282 | -6.33 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 232,752 | -1.30 | 14,435 | 4.91 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 105,925 | -41.19 | 6,569 | -37.49 | ||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 14,797 | 2.81 | 918 | 9.30 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 122,110 | 76.50 | 7,573 | 87.64 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 20,350 | -3.81 | 1,262 | 2.27 | ||||
2025-08-14 | 13F | Bayesian Capital Management, LP | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 113,076 | -10.01 | 7,013 | -4.36 | ||||
2025-07-15 | 13F | Bfsg, Llc | 3,337 | -10.94 | 207 | -5.50 | ||||
2025-08-04 | 13F | 4J Wealth Management LLC | 4,593 | -7.72 | 285 | -2.07 | ||||
2025-08-06 | 13F | HORAN Wealth, LLC | 367,493 | 22,792 | ||||||
2025-08-06 | 13F | Cetera Trust Company, N.A | 1,000 | 0.00 | 62 | 6.90 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 394,073 | 7.31 | 24,440 | 14.06 | ||||
2025-05-15 | 13F | Prosperity Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Intrust Bank Na | 647,999 | -2.54 | 40,189 | 3.59 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 80,296 | 3.76 | 4,980 | 10.28 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 356,605 | -1.61 | 22,117 | 4.58 | ||||
2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 192,927 | -16.37 | 11,965 | -11.11 | ||||
2025-08-08 | 13F | Breed's Hill Capital LLC | 8,550 | 0.00 | 530 | 6.43 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 218,562 | 5.13 | 13,555 | 11.74 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 169,351 | 15.69 | 10,503 | 22.97 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 3,920 | 10.73 | 243 | 17.96 | ||||
2025-08-14 | 13F | State Street Corp | 1,458,173 | -2.95 | 90,436 | 3.16 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,540 | 158 | ||||||
2025-07-15 | 13F | Kopp Family Office, LLC | 173,093 | 208.47 | 10,735 | 227.89 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 2,285 | 0.00 | 142 | 6.02 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 7,570 | -6.08 | 469 | 4.69 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 11,911 | 0.48 | 739 | 6.80 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 19,562 | -5.17 | 1,213 | 0.83 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 21,748 | 2.74 | 1,349 | 14.53 | ||||
2025-08-13 | 13F | Okabena Investment Services Inc | 10,747 | 59.10 | 667 | 69.04 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 63,895 | 0.65 | 3,963 | 6.97 | ||||
2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 11,711 | 5.58 | 726 | 12.21 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,226,189 | 9.14 | 76,048 | 16.00 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 803,667 | -2.23 | 49,843 | 3.92 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 29,845 | -6.28 | 1,851 | -0.43 | ||||
2025-07-24 | 13F | Conning Inc. | 330,740 | 0.00 | 20,512 | 6.29 | ||||
2025-08-13 | 13F | Haverford Trust Co | 2,573,583 | 0.68 | 159,614 | 7.01 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 15,259 | 1.33 | 946 | 7.74 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 7,661 | 0.00 | 475 | 6.50 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 34,172 | 0.31 | 2,119 | 6.64 | ||||
2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 2,214,611 | -0.40 | 137,350 | 5.86 | ||||
2025-07-28 | 13F | Courier Capital Llc | 464,797 | 2.60 | 28,827 | 9.05 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 12,892 | 4.41 | 800 | 10.97 | ||||
2025-08-12 | 13F | Barr E S & Co | 6,085 | 0.00 | 377 | 6.20 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 14,728 | -2.02 | 913 | 4.10 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 28,054 | -5.76 | 1,740 | -6.20 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 34,340 | 6.77 | 2,130 | 13.49 | ||||
2025-04-10 | 13F | Bremer Bank National Association | 169,813 | 4.57 | 9,909 | -2.08 | ||||
2025-07-21 | 13F | Mendota Financial Group, LLC | 1,475 | 0.00 | 91 | 5.81 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 2,347,270 | -6.68 | 145,576 | -0.81 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 9,315 | 0.00 | 578 | 6.26 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 22,693 | 1.01 | 1,407 | 7.40 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 538,241 | 26.24 | 33,382 | 25.65 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 695,131 | -0.45 | 43,112 | 5.81 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 8,327 | -89.41 | 516 | -88.75 | ||||
2025-08-12 | 13F | Main Management LLC | 4,825 | 0.00 | 0 | |||||
2025-07-14 | 13F | Abound Wealth Management | 6,326 | -0.44 | 392 | 5.95 | ||||
2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 4,757 | -39.86 | 295 | -36.01 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 2,100 | 0.00 | 130 | 6.56 | ||||
2025-08-08 | 13F | Opinicus Capital, Inc. | 37,506 | 2.91 | 2,326 | 9.41 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 17,479 | 8.18 | 1,084 | 15.07 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 562 | 0.00 | 35 | 6.25 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 24,916 | -13.76 | 2 | 0.00 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 62,426 | -30.81 | 3,872 | -26.46 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 34,007 | -1.08 | 2,109 | 5.66 | ||||
2025-08-05 | 13F | Tsfg, Llc | 17,673 | -1.65 | 1 | 0.00 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 209,359 | 3.79 | 12,984 | 10.32 | ||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 422,678 | 1.14 | 26,214 | 7.50 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 81,839 | 117.81 | 5,076 | 131.52 | ||||
2025-08-04 | 13F | Coign Capital Advisors LLC | 88,366 | 11.31 | 5,480 | 18.31 | ||||
2025-07-25 | 13F | RoundAngle Advisors LLC | 85,115 | -3.60 | 5,279 | 2.45 | ||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 157,244 | 17.38 | 9,752 | 24.77 | ||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 9,885 | 0.00 | 613 | 6.42 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 224,585 | 0.19 | 13,929 | 6.49 | ||||
2025-05-15 | 13F | Vident Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 80,641 | -2.13 | 5,001 | 4.01 | ||||
2025-07-21 | 13F | F&V Capital Management, LLC | 3,350 | 0 | ||||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 257,361 | 0.05 | 15,962 | 6.34 | ||||
2025-08-06 | 13F | Destiny Capital Corp/CO | 144,923 | 2.77 | 8,988 | 9.24 | ||||
2025-08-11 | 13F | Birchbrook, Inc. | 106,791 | 12.12 | 6,623 | 19.18 | ||||
2025-07-24 | 13F | Ramirez Asset Management, Inc. | 2,375 | 0.00 | 147 | 6.52 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 86,993 | 3.74 | 5,395 | 10.28 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 366 | -23.59 | 23 | -18.52 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 132,237 | -0.31 | 8,201 | 5.97 | ||||
2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 27,733 | -0.12 | 1,720 | 6.17 | ||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 25,810 | -8.83 | 1,601 | -3.09 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 1,271 | -52.94 | 79 | -50.32 | ||||
2025-07-28 | 13F | Td Asset Management Inc | 798,274 | -6.40 | 49,509 | -0.51 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 32,857 | 38.10 | 2,038 | 37.45 | ||||
2025-05-12 | 13F | Cahill Wealth Management, LLC | 124,166 | -0.71 | 7,245 | -7.01 | ||||
2025-07-21 | 13F | Custos Family Office, LLC | 4,585 | 3.55 | 284 | 10.08 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 14,408 | -13.82 | 894 | -9.06 | ||||
2025-07-31 | 13F | Mcdaniel Terry & Co | 6,440 | 0.00 | 399 | |||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 15,338 | -8.02 | 964 | -1.53 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15,366 | -36.21 | 953 | -36.51 | ||||
2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 8,939 | -1.75 | 554 | 4.53 | ||||
2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 17,887 | 6.79 | 1,109 | 13.51 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 7,541 | -0.28 | 466 | 5.67 | ||||
2025-08-14 | 13F | Gould Capital, LLC | 16 | 0.00 | 1 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 429,072 | 9.15 | 26,611 | 16.02 | ||||
2025-07-17 | 13F | Legacy Wealth Management, Inc | 1,388,812 | 3.24 | 86,134 | 9.73 | ||||
2025-08-07 | 13F | Payden & Rygel | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 112,784 | -4.60 | 6,995 | 1.39 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 52,665 | -5.08 | 3,266 | 0.90 | ||||
2025-07-25 | 13F | Welch Group, LLC | 6,898 | 25.12 | 428 | 33.44 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 108,340 | -0.40 | 6,719 | 5.86 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 118,001 | -0.09 | 7,318 | 6.20 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 473,707 | 0.87 | 29,379 | 7.21 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 4,530 | 0.00 | 281 | 6.06 | ||||
2025-08-06 | 13F | Innealta Capital, Llc | 16,752 | 63.43 | 1,039 | 73.58 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio | 410,000 | -23.08 | 25,428 | -18.24 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 976,846 | 0.32 | 60,584 | 6.63 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 75,230 | 5.06 | 4,666 | 11.66 | ||||
2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 8,113 | 0.15 | 1 | |||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 500 | 0.00 | 31 | 6.90 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 290 | 0.00 | 18 | 6.25 | ||||
2025-07-11 | 13F | Weatherly Asset Management L. P. | 10,677 | 0.00 | 662 | 6.26 | ||||
2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 32,130 | -31.23 | 1,993 | -26.93 | ||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 191,568 | -3.16 | 11,881 | 2.94 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 30,137 | -19.13 | 1,869 | -14.03 | ||||
2025-06-23 | NP | AOA - iShares Core Aggressive Allocation ETF | 956,396 | 2.58 | 54,428 | -9.70 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 239,903 | 22.84 | 14,879 | 29.87 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 144,227 | -15.97 | 8,945 | -10.69 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 31,619 | -0.04 | 1,961 | 6.29 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 3,870 | 0.10 | 240 | 6.22 | ||||
2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 12,965 | -2.99 | 804 | 3.21 | ||||
2025-08-11 | 13F | Shufro Rose & Co Llc | 11,360 | 0.00 | 663 | 0.00 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Alaska Permanent Capital Management | 2,411,984 | 7.77 | 149,643 | 14.64 | ||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 37,594 | 0.00 | 2,332 | 6.29 | ||||
2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 5,014 | 0.00 | 311 | 6.16 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 8,804 | 107.35 | 558 | 157.14 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,551,780 | 32.00 | 344,933 | 40.34 | ||||
2025-07-29 | 13F | Swmg, Llc | 13,635 | 9.50 | 876 | 24.29 | ||||
2025-07-30 | 13F | Securian Asset Management, Inc | 44,510 | -38.02 | 2,761 | -34.13 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 102,380 | 239.81 | 6,428 | 265.64 | ||||
2025-07-15 | 13F | Carr Financial Group Corp | 216,285 | 30.62 | 13,414 | 38.82 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 45,036 | 0.05 | 2,871 | 9.33 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 388,037 | -3.73 | 24,066 | 2.33 | ||||
2025-07-15 | 13F | Verum Partners LLC | 3,433 | 213 | ||||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 5,877 | 0.05 | 365 | 6.43 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 19,424 | 3.69 | 1,205 | 10.16 | ||||
2025-08-15 | 13F | Fft Wealth Management Llc | 191,122 | -18.34 | 11,953 | -12.48 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Smith, Moore & Co. | 241,177 | -2.09 | 14,958 | 4.06 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8,465 | -30.46 | 525 | -26.20 | ||||
2025-08-11 | 13F | Alps Advisors Inc | 391,267 | -7.56 | 24,266 | -1.75 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 10,635 | 0.00 | 660 | 6.29 | ||||
2025-07-17 | 13F | C2C Wealth Management, LLC | 50,932 | -1.54 | 3,159 | 4.64 | ||||
2025-08-14 | 13F | Dearborn Partners Llc | 15,664 | 11.96 | 972 | 19.00 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 211 | 0.48 | 13 | 8.33 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 47,957 | -2.49 | 2,974 | 3.66 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 3,340 | -4.98 | 207 | 0.98 | ||||
2025-08-06 | 13F | OneAscent Family Office, LLC | 8,545 | -49.37 | 1 | |||||
2025-08-08 | 13F | Everett Harris & Co /ca/ | 7,760 | -2.51 | 481 | 3.66 | ||||
2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 23,236 | 11.44 | 1,441 | 18.21 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 7,727 | 479 | ||||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 1,102 | 74.37 | 68 | 88.89 | ||||
2025-08-01 | 13F | Taylor Financial Group, Inc. | 39,925 | 8.88 | 2,476 | 15.76 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 2,158 | 0.00 | 137 | 8.80 | ||||
2025-08-15 | 13F | Morgan Stanley | 36,956,707 | 0.10 | 2,292,055 | 6.39 | ||||
2025-07-31 | 13F | SoundView Advisors Inc. | 174,391 | 6.82 | 11 | 11.11 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 48,222 | 65.51 | 2,991 | 75.88 | ||||
2025-08-12 | 13F | MWA Asset Management | 21,672 | -1.61 | 1,344 | 4.59 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 17,494 | 0.00 | 1 | 0.00 | ||||
2025-07-23 | 13F | Slow Capital, Inc. | 11,395 | 0.00 | 707 | 6.33 | ||||
2025-08-14 | 13F | Voya Financial Advisors, Inc. | 623,770 | 3.33 | 38,686 | 10.09 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 100,784 | 0.73 | 6,415 | 17.90 | ||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 149,860 | 32.31 | 9,371 | 50.47 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 14,950 | 1.08 | 927 | 7.42 | ||||
2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 11,990 | 0.00 | 744 | 6.29 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 15,275 | -2.90 | 947 | 3.27 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 454,932 | -0.38 | 28,215 | 5.88 | ||||
2025-07-21 | 13F | Single Point Partners, LLC | 690,178 | -2.33 | 43 | 2.44 | ||||
2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 63,926 | 1.22 | 3,965 | 7.57 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 10,443 | 19.42 | 648 | 18.93 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 3,893 | 241 | ||||||
2025-07-23 | 13F | Penney Financial, LLC | 4,175 | 0.00 | 259 | 6.17 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 4,621 | 287 | ||||||
2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 4,555,207 | 24.94 | 283 | 33.02 | ||||
2025-07-24 | 13F | MFA Wealth Services | 27,412 | -0.16 | 1,700 | 6.18 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 1,043,500 | 0.00 | 64,718 | 6.29 | ||||
2025-07-29 | 13F | Citizens Business Bank | 29,019 | -0.04 | 1,800 | 6.26 | ||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 7,616 | 0.00 | 472 | 6.31 | ||||
2025-08-15 | 13F | Morse Asset Management, Inc | 10 | 0.00 | 1 | |||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 2,324 | 20.73 | 0 | |||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9,363 | -18.28 | 581 | -13.17 | ||||
2025-07-17 | 13F | XML Financial, LLC | 40,518 | 2.60 | 2,513 | 9.03 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 21,535 | -0.45 | 1,336 | 5.78 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 11,797 | 0.16 | 732 | 6.40 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 189,617 | -0.09 | 11,760 | 6.19 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 307,441 | 7.71 | 19,068 | 14.49 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 45,361 | 2.53 | 2,813 | 8.99 | ||||
2025-04-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Friedenthal Financial | 91,018 | 8.47 | 5,645 | 15.28 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 26,555 | 1,647 | ||||||
2025-07-28 | 13F | J.Safra Asset Management Corp | 7,006 | 435 | ||||||
2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 18,893 | 2.51 | 1 | 0.00 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 1,165 | -45.96 | 72 | -42.40 | ||||
2025-07-15 | 13F | Kwmg, Llc | 11,345 | 0.00 | 704 | 6.35 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 116,196 | -0.39 | 7 | 16.67 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 7,267 | -9.03 | 451 | -3.43 | ||||
2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 7,929 | -82.42 | 492 | -81.34 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 2,635 | 0.00 | 163 | 6.54 | ||||
2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 111,219 | -13.94 | 6,329 | -24.24 | ||||
2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 119,314 | 0.48 | 7,400 | 6.80 | ||||
2025-08-12 | 13F | Investments & Financial Planning, LLC | 404,959 | 2.04 | 25,116 | 8.46 | ||||
2025-07-21 | 13F | Corundum Group, Inc. | 31,180 | -1.95 | 1,934 | 4.20 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3,362 | -59.35 | 0 | |||||
2025-07-28 | 13F | Davidson Investment Advisors | 17,719 | 3.29 | 1,099 | 9.80 | ||||
2025-08-07 | 13F | 1st Source Bank | 295,919 | 9.53 | 18,353 | 16.42 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 20,001 | -1.44 | 1,240 | 4.73 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 665 | 0.00 | 41 | 7.89 | ||||
2025-05-12 | 13F | Symphony Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 32,493 | -0.16 | 2,015 | 6.16 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 9,291 | -1.35 | 576 | 4.92 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 1,030 | 0.00 | 64 | 5.00 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 289,460 | 0.15 | 17,952 | 6.46 | ||||
2025-07-29 | 13F | Spirit Of America Management Corp/ny | 8,126 | -7.17 | 512 | 0.39 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 4,718 | -36.14 | 293 | -32.25 | ||||
2025-05-15 | 13F | Rakuten Investment Management, Inc. | 12,165 | -12.51 | 708 | -18.15 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 274,108 | -1.14 | 17,000 | 5.08 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 65,285 | -20.16 | 4,049 | -15.15 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 44,292 | -0.78 | 2,747 | 5.49 | ||||
2025-07-10 | 13F | HWG Holdings LP | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 203,882 | 12,645 | ||||||
2025-08-05 | 13F | HFG Advisors, Inc. | 15,160 | 0.00 | 940 | 6.33 | ||||
2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 118,561 | -9.12 | 6,747 | -19.99 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 77,537 | -3.02 | 5 | 0.00 | ||||
2025-07-15 | 13F | Affinity Wealth Management Llc | 4,450 | 0.00 | 276 | 6.18 | ||||
2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 29,952 | 9.29 | 1,858 | 16.14 | ||||
2025-07-23 | 13F | First Merchants Corp | 82,675 | 0.40 | 5,128 | 6.72 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 11,461 | 8.43 | 711 | 15.26 | ||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CIBC World Markets Inc. | 226,999 | 1.61 | 14,078 | 8.00 | ||||
2025-07-18 | 13F | jvl associates llc | 313,548 | -8.32 | 19,446 | -2.56 | ||||
2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 133,414 | -38.27 | 8,565 | -32.08 | ||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 118,883 | -3.75 | 7,373 | 2.30 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 103,140 | 71.47 | 6,397 | 82.27 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 342,302 | 1.22 | 21,230 | 7.59 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 776,230 | 13.42 | 48,739 | 19.49 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 99,341 | 2.89 | 6,161 | 9.37 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 21,567 | -0.83 | 1,338 | 5.36 | ||||
2025-08-12 | 13F | Bank OZK | 4,957 | -6.15 | 307 | -0.32 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 750 | 44 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 53,773 | -12.31 | 3,335 | -6.79 | ||||
2025-08-05 | 13F | Allstate Corp | 8,950 | 0.00 | 555 | 6.32 | ||||
2025-08-05 | 13F | Sheridan Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Mitchell Capital Management Co | 8,769 | -9.70 | 556 | -1.77 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 35,983 | 7.63 | 2,232 | 14.41 | ||||
2025-05-14 | 13F | Bbr Partners, Llc | 0 | -100.00 | 0 | |||||
2025-04-29 | 13F | Moody Aldrich Partners Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Souders Financial Advisors | 81,674 | 4.70 | 5,065 | 11.29 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 122,365 | 31.68 | 7,589 | 39.97 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3,628 | -16.54 | 212 | -21.85 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 7,537 | -17.65 | 467 | -12.55 | ||||
2025-08-13 | 13F | PineBridge Investments, L.P. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Better Money Decisions, LLC | 140,957 | 3.90 | 8,742 | 10.45 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 20,509 | 11.77 | 1,197 | 4.64 | ||||
2025-08-04 | 13F | Lockheed Martin Investment Management Co | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Middleton & Co Inc/ma | 82,175 | -4.97 | 5,097 | 1.01 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 4,705 | -2.14 | 292 | 3.93 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 37,640 | -0.44 | 2,334 | 5.85 | ||||
2025-07-09 | 13F | Emprise Bank | 11,437 | -1.72 | 709 | 4.42 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 399,318 | -4.36 | 24,766 | 1.66 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 16,098 | -0.06 | 998 | 6.28 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 4,169 | -4.36 | 259 | 1.57 | ||||
2025-08-13 | 13F | Idaho Trust Bank | 156,946 | 3.67 | 9,734 | 10.21 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 6,988 | 0.00 | 433 | 6.39 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 4,695,686 | -3.36 | 291,226 | 2.72 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 229,329 | -1.94 | 14,223 | 4.22 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 41,763 | 27.34 | 2,437 | 19.24 | ||||
2025-07-29 | 13F | Northeast Investment Management | 4,789 | -4.73 | 297 | 1.37 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 64,868 | -0.30 | 4,023 | 5.98 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 182,846 | 0.87 | 11,340 | 7.21 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 177,766 | 8,888,200.00 | 11,025 | |||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 63,486 | -8.89 | 3,937 | -3.15 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 133,080 | 93.68 | 8,254 | 105.86 | ||||
2025-07-18 | 13F | Westhampton Capital, LLC | 15,855 | 1.28 | 983 | 7.67 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 40,085 | -6.31 | 2,486 | -0.40 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 9,147 | -1.33 | 567 | 5.00 | ||||
2025-08-11 | 13F | Lcnb Corp | 33,855 | -0.81 | 2,100 | 5.42 | ||||
2025-08-14 | 13F | City National Bank Of Florida /msd | 19,205 | -0.04 | 1,191 | 6.24 | ||||
2025-08-20 | 13F | North Dallas Bank & Trust Co | 45,165 | 2,801 | ||||||
2025-08-14 | 13F | Acas, Llc | 3,173 | 205 | ||||||
2025-08-06 | 13F | Swf Llc | 1,868,846 | 5,421.62 | 115,906 | 5,771.58 | ||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 111,435 | -8.95 | 6,911 | -3.22 | ||||
2025-06-26 | NP | PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 | 6,800 | 20.35 | 387 | 5.75 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 20 | 0.00 | 1 | 0.00 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 298,875 | 6.42 | 18,536 | 13.11 | ||||
2025-07-16 | 13F | Holland Advisory Services, Inc. | 266,583 | -0.32 | 16,534 | 5.95 | ||||
2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 33,060 | 0.00 | 2,050 | 6.27 | ||||
2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 212,475 | 2.29 | 13,178 | 8.72 | ||||
2025-07-10 | 13F | Burns J W & Co Inc/ny | 276,678 | 0.34 | 17,160 | 6.65 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 2,041,023 | -23.60 | 126,584 | -18.80 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 28,682 | 2.37 | 1,779 | 21.37 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 5,974 | 0.00 | 371 | 6.32 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 4,496 | 279 | ||||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 6,535 | 0.00 | 405 | 6.30 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 14,615 | 8.00 | 906 | 14.83 | ||||
2025-08-14 | 13F | Geneva Partners, LLC | 4,613 | -2.60 | 286 | 3.62 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 186,472 | 39.16 | 11,565 | 47.91 | ||||
2025-08-13 | 13F | Northern Trust Corp | 22,692,318 | -0.84 | 1,407,378 | 5.39 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 4,464 | -50.74 | 277 | -47.73 | ||||
2025-07-30 | 13F | Fusion Family Wealth LLC | 21,022 | 80.35 | 1,304 | 91.62 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 66,909 | -1.25 | 4,150 | 4.96 | ||||
2025-07-15 | 13F | Cora Capital Advisors Llc | 24,835 | -0.16 | 1,540 | 6.13 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 101,848 | 6.79 | 6,317 | 13.50 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 16,247 | -17.81 | 1,008 | -12.66 | ||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 117,912 | 3.06 | 7,314 | 9.56 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 5,070 | -27.05 | 314 | -22.47 | ||||
2025-08-08 | 13F | Fiera Capital Corp | 624,180 | -6.08 | 38,712 | -0.17 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 74,517 | -12.32 | 4,622 | -6.80 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 70,669 | -10.09 | 4,383 | -4.45 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1,256 | -5.35 | 78 | 0.00 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 10,475 | 3.34 | 650 | 9.81 | ||||
2025-08-08 | 13F | WP Advisors, LLC | 27,355 | 0.31 | 1,697 | 6.60 | ||||
2025-07-08 | 13F | Melone Private Wealth, LLC | 9,124 | 0.10 | 566 | 6.40 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 1,276,269 | -0.53 | 79,154 | 5.72 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 6,573 | 0.31 | 408 | 6.54 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 292,281 | 39.27 | 18,127 | 48.04 | ||||
2025-07-22 | 13F | Legacy Trust | 109,032 | 0.21 | 6,762 | 6.52 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 91,508 | 2.50 | 5,675 | 8.95 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1,090,149 | -1.52 | 67,611 | 4.67 | ||||
2025-04-21 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1,461,720 | 120.42 | 90,656 | 134.28 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 26,320 | 49.98 | 1,632 | 59.53 | ||||
2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 40,946 | -5.39 | 2,538 | 0.51 | ||||
2025-04-29 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 821,624 | 1.71 | 50,842 | -6.62 | ||||
2025-08-04 | 13F | One Day In July LLC | 89,038 | -32.66 | 5,522 | -28.43 | ||||
2025-08-13 | 13F | Jump Financial, LLC | 149,780 | 9,289 | ||||||
2025-07-16 | 13F/A | CX Institutional | 154,888 | -7.78 | 10 | 0.00 | ||||
2025-08-11 | 13F | Madison Asset Management, LLC | 288,286 | -9.74 | 17,879 | -4.06 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 785,794 | 3.32 | 45,851 | -3.24 | ||||
2025-08-04 | 13F | Balentine LLC | 18,967 | 171.69 | 1,176 | 188.94 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 407,461 | 17.24 | 25,271 | 24.62 | ||||
2025-07-14 | 13F | Gries Financial Llc | 73,608 | -2.39 | 4,565 | 3.75 | ||||
2025-07-24 | 13F | JB Capital LLC | 6,686 | 11.69 | 415 | 18.62 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 4,032 | 0.98 | 250 | 7.76 | ||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 76,810 | 0.10 | 4,764 | 6.39 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 274,195 | -6.62 | 17,006 | -0.75 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 4,079 | -97.71 | 253 | -97.57 | ||||
2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Charis Legacy Partners, LLC | 4,305 | 0.00 | 267 | 5.98 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 6,146 | 27.56 | 381 | 35.59 | ||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 38,342 | 18.64 | 2,378 | 26.10 | ||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 113,806 | 2.06 | 7,058 | 8.48 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB | 191,450 | 2.03 | 11,874 | 8.44 | ||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 20,986 | -1.30 | 1,325 | 6.85 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 2,215 | -3.70 | 137 | 2.24 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 4,762 | 0.44 | 298 | 6.83 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 50,725 | -0.07 | 3,146 | 6.21 | ||||
2025-07-17 | 13F | BayBridge Capital Group, LLC | 102,012 | 0.53 | 6,327 | 6.86 | ||||
2025-08-04 | 13F | Retirement Systems of Alabama | 423,005 | 26,235 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 2,280 | 32.17 | 141 | 41.00 | ||||
2025-08-14 | 13F | Betterment LLC | 48,331 | 3.69 | 3 | 0.00 | ||||
2025-07-15 | 13F | Charter Capital Management, LLC\DE | 860,479 | 53,367 | ||||||
2025-08-14 | 13F | Letson Investment Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 19,945 | -0.99 | 1,237 | 5.19 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 128,875 | -0.43 | 7,993 | 13.59 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 38,028 | -0.41 | 2,358 | 5.83 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 2,011 | 0.00 | 125 | 5.98 | ||||
2025-08-13 | 13F | Correct Capital Wealth Management | 19,416 | -5.87 | 1,204 | 0.08 | ||||
2025-07-24 | 13F | Eastern Bank | 132,942 | -2.87 | 8,245 | 3.24 | ||||
2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 4,810 | 9.69 | 298 | 16.86 | ||||
2025-08-15 | 13F | Pine Ridge Advisers LLC | 897,275 | 0.69 | 55,649 | 7.02 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8,799 | 546 | ||||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8,845 | -26.07 | 549 | -21.49 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 12,162 | -1.63 | 754 | 4.58 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 3,983 | 0.28 | 247 | 6.93 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 42,752 | 0.22 | 2,651 | 6.51 | ||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 14,472 | 0.17 | 898 | 6.53 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 5,600 | 0.00 | 347 | 6.44 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 148,218 | 8.71 | 9,192 | 15.55 | ||||
2025-07-18 | 13F | Rogco, Lp | 118,871 | -0.86 | 7,372 | 5.37 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 46,391 | -0.87 | 2,877 | 5.38 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 12,858 | -1.42 | 797 | 4.73 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 3,810 | -1.42 | 236 | 4.89 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 169,967 | 4.84 | 10,541 | 11.43 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 239,756 | 176.31 | 14,870 | 193.68 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 34,225 | -0.19 | 2,123 | 6.10 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 7,350 | -48.06 | 456 | -44.85 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 66,227 | -2.43 | 4,107 | 3.71 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 97,455 | 10.47 | 6,044 | 17.43 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 175,513 | 13.53 | 10,998 | 25.71 | ||||
2025-07-29 | 13F | Mutual Of America Capital Management Llc | 3,305 | -6.19 | 205 | -0.49 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 8,003 | -9.82 | 496 | -4.06 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5,805 | -14.95 | 360 | -9.55 | ||||
2025-04-29 | 13F | Royal Harbor Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 25,909 | 3.47 | 1,607 | 9.92 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 6,562 | 3.19 | 407 | 9.43 | ||||
2025-07-15 | 13F/A | Northstar Asset Management Inc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,857 | -15.13 | 1,666 | -9.80 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 407,347 | 343.10 | 25,264 | 370.97 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 221,335 | -13.11 | 13,727 | -7.64 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 7,816 | -1.28 | 485 | 4.99 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 7,469,865 | 1.17 | 463,281 | 7.53 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1,274 | -43.48 | 79 | -39.69 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 49,015 | -12.07 | 3,040 | -6.55 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-08 | 13F | Presidio Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-24 | 13F | Financial Life Advisors | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Range Financial Group LLC | 6,169 | -1.11 | 383 | 5.23 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 147,781 | 2,282.03 | 9,165 | 2,431.77 | ||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 7,019 | 7.55 | 435 | 14.47 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 4,000 | 0.00 | 248 | 6.44 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 3,398 | -9.07 | 211 | -3.67 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 42,588 | -6.11 | 2,641 | -0.19 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 2,500 | 0.00 | 155 | 6.90 | ||||
2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 3,375 | 209 | ||||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 2,384 | 1.79 | 0 | |||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 197,169 | 3.91 | 12,228 | 10.45 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 2,041 | -5.38 | 128 | 0.79 | ||||
2025-07-24 | 13F | Insight Inv LLC | 10,230 | 0.00 | 634 | 6.38 | ||||
2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1,950 | -32.76 | 114 | -37.22 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 28,676 | 22.35 | 1,778 | 30.07 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 13,867 | 4.26 | 860 | 10.82 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 28,164 | 8.26 | 1,747 | 15.02 | ||||
2025-08-12 | 13F | Strategic Advisors LLC | 3,935 | -1.75 | 244 | 4.72 | ||||
2025-07-15 | 13F | Wela Strategies, Inc. | 127,928 | 2.41 | 7,934 | 8.86 | ||||
2025-08-06 | 13F | S&t Bank/pa | 1,571 | 0.00 | 97 | 6.59 | ||||
2025-07-24 | 13F | Ashford Advisors, LLC | 4,000 | -36.00 | 1,763 | 384.07 | ||||
2025-08-07 | 13F | Nwam Llc | 50,091 | -59.83 | 3,193 | -56.12 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 21,453 | -1.81 | 1,331 | 4.40 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 40,274 | 1.23 | 2,498 | 7.58 | ||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 54,789 | 2.26 | 3,453 | 10.46 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 13,527 | -27.77 | 839 | -23.26 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 191,689 | 0.20 | 11,185 | -6.17 | ||||
2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 131,070 | -32.82 | 7,869 | -34.82 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 62,025 | 2.32 | 3,847 | 8.74 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 24,665 | 37.47 | 1,530 | 46.18 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 211,422 | -12.22 | 12,336 | -17.80 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 33,540 | 20.43 | 2,080 | 28.00 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 5,905 | -0.34 | 366 | 6.09 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 10,151 | 4.05 | 1 | |||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Brighton Jones Llc | 90,799 | 9.08 | 5,631 | 15.94 | ||||
2025-07-15 | 13F | IMS Capital Management | 6,015 | 0.00 | 373 | 6.57 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 822,715 | 6,106.36 | 13 | -98.32 | ||||
2025-08-14 | 13F | First Foundation Advisors | 20,369 | -1.27 | 1,263 | 4.99 | ||||
2025-08-08 | 13F | King Wealth | 385,633 | 0.04 | 24 | 4.55 | ||||
2025-07-16 | 13F | Embree Financial Group | 58,176 | 29.74 | 3,608 | 37.92 | ||||
2025-08-14 | 13F | Fmr Llc | 36,672,022 | -10.34 | 2,274,399 | -4.70 | ||||
2025-08-08 | 13F | Petix & Botte Co | 195,224 | -4.03 | 12,108 | 2.01 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 3,233,431 | -0.39 | 201 | 5.82 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 13,630 | -1.48 | 845 | 4.71 | ||||
2025-07-30 | 13F | Ardent Capital Management, Inc. | 7,120 | 0.00 | 442 | 6.27 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15,693 | 5.17 | 973 | 11.84 | ||||
2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 163,625 | 0.31 | 10,148 | 6.62 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 489,221 | -4.10 | 30,341 | 1.94 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Richwood Investment Advisors, LLC | 132,228 | -0.53 | 8,201 | 5.72 | ||||
2025-04-18 | 13F | Five Oceans Advisors | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 8,145 | 5.81 | 510 | 13.59 | ||||
2025-08-07 | 13F | Gs Investments, Inc. | 22,090 | -6.23 | 1,370 | -0.29 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 91,169 | 13.42 | 5,654 | 20.55 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 11,392 | -55.92 | 707 | -53.18 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 8,771 | -4.02 | 544 | 1.88 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 69,377 | 6.12 | 4,303 | 12.79 | ||||
2025-08-05 | 13F | Seelaus Asset Management LLC | 12,928 | 0.17 | 802 | 6.37 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 8,290 | 514 | ||||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 71,945 | 4.20 | 4,462 | 10.77 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 4,895 | 0.00 | 304 | 6.32 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 7,935 | 19.59 | 492 | 27.13 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 6,400 | -76.58 | 397 | -75.16 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
2025-07-23 | NP | VRSAX - Voya Target Retirement 2060 Fund Class I | 53,472 | -21.23 | 3,210 | -23.57 | ||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 14,947 | -0.19 | 927 | 6.07 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 3,710 | 3.60 | 230 | 10.58 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 1,695 | 0.00 | 105 | 7.14 | ||||
2025-07-30 | 13F | Retirement Planning Group | 15,134 | -1.57 | 939 | 4.57 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2,360 | 0.00 | 146 | 6.57 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 70,399 | -1.36 | 4,366 | 4.85 | ||||
2025-07-07 | 13F | General Partner, Inc. | 48,296 | 0.00 | 2,995 | 6.28 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 764,628 | 6.95 | 47,422 | 13.68 | ||||
2025-07-18 | 13F | Panoramic Capital Partners, LLC | 187,874 | 21.12 | 11,984 | 51.03 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 1,347,898 | -7.20 | 84 | -1.19 | ||||
2025-08-11 | 13F | Goodman Financial Corp | 9,165 | 0.00 | 568 | 6.37 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 5,400,020 | 2.96 | 334,909 | 9.43 | ||||
2025-08-08 | 13F | NAN FUNG TRINITY (HK) Ltd | 359,000 | 3.67 | 22,265 | 10.19 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 30,616 | -9.56 | 1,908 | -3.44 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 29,587 | -1.90 | 1,835 | 4.32 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 21,881 | 1.11 | 1,357 | 7.53 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 26,303 | 11,695.07 | 1,631 | 12,446.15 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 830 | 12.93 | 0 | |||||
2025-07-18 | 13F | Swp Financial Llc | 44,279 | -0.31 | 2,746 | 5.98 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 21,398 | -1.15 | 1,327 | 5.07 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 771,412 | 17.79 | 47,843 | 25.19 | ||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 11,009 | 0.00 | 683 | 6.23 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 255 | 0.00 | 16 | 14.29 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8,493,316 | 4.31 | 526,755 | 10.87 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 18,951 | -6.13 | 1,175 | -0.25 | ||||
2025-07-09 | 13F | Exchange Bank | 32,358 | -0.26 | 2,007 | 6.03 | ||||
2025-07-30 | 13F | Rothschild Capital Partners, LLC | 4,871 | -20.02 | 302 | -14.93 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 13,175 | 0.02 | 817 | 6.38 | ||||
2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 5,636 | 350 | ||||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 428,070 | -10.21 | 26,549 | -4.56 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 4,029 | -11.82 | 250 | -6.39 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 47,336 | -33.75 | 2,936 | -29.58 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 12,862 | -2.35 | 798 | 3.78 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 22,115 | -3.64 | 1,290 | -3.95 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1,043 | 0.10 | 648 | 10.60 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 1,104,762 | -0.28 | 70,053 | 17.79 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 39,868 | 1.35 | 2,473 | 7.71 | ||||
2025-07-15 | 13F | BCS Wealth Management | 10,476 | 8.64 | 1 | |||||
2025-08-12 | 13F | Forum Private Client Group LLC | 76,065 | 9.28 | 4,718 | 16.15 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 2,623 | 19.50 | 153 | 19.53 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 34,572,306 | 1.52 | 2,143,792 | 7.88 | ||||
2025-07-09 | 13F | Stony Point Wealth Management Inc. | 11,773 | 0.48 | 730 | 6.88 | ||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 20,320 | -17.62 | 1,260 | -12.44 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Trust Co Of Oklahoma | 76,228 | -1.12 | 4,728 | 5.09 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 2,030 | 0.00 | 126 | 5.93 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | Put | 3,000 | 5 | |||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 25,485 | 0.50 | 1,581 | 6.83 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 1,083,445 | 7.43 | 67,195 | 14.18 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 67,365 | 6.71 | 4,178 | 13.41 | ||||
2025-08-14 | 13F | Hamilton Capital, LLC | 1,783,594 | 2.94 | 110,618 | 9.42 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 5,145 | -1.78 | 0 | |||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3,588 | 223 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 202,409 | -26.57 | 12,553 | -21.95 | ||||
2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 32,173 | 4.14 | 1,995 | 10.71 | ||||
2025-08-14 | 13F | Laird Norton Trust Company, Llc | 64,825 | 0.00 | 4,020 | 6.29 | ||||
2025-07-31 | 13F | Forte Asset Management Llc | 27,848 | -0.98 | 1,727 | 5.24 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 295,652 | 2.92 | 18,336 | 9.40 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 396,388 | 101.10 | 24,584 | 113.75 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 337,303 | 428.96 | 20,920 | 462.34 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 547,970 | 32.26 | 33,985 | 40.58 | ||||
2025-07-14 | 13F | Abacus Planning Group, Inc. | 14,953 | 927 | ||||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 18,015 | -1.12 | 1,117 | 5.08 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 5,220 | -16.67 | 324 | -11.51 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | MPSIX - MidCap S&P 400 Index Fund Institutional Class | 68,000 | 31.53 | 3,870 | 15.77 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 25,839 | 0.55 | 1,603 | 6.87 | ||||
2025-08-13 | 13F | ASB Consultores, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | MCF Advisors LLC | 1,011,058 | 3.98 | 62,706 | 10.52 | ||||
2025-08-08 | 13F | Pioneer Trust Bank N A/or | 18,700 | 0.00 | 1,160 | 6.23 | ||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 200 | 12 | ||||||
2025-07-17 | 13F | MBA Advisors LLC | 16,871 | -5.21 | 1,046 | 0.77 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 4,541 | 12.21 | 282 | 19.07 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 173,090 | -0.69 | 10,735 | 5.56 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 3,443 | -34.99 | 214 | -31.07 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 7,098 | 0.31 | 453 | 19.26 | ||||
2025-07-23 | 13F | Drake & Associates, LLC | 374,190 | 5.68 | 23,207 | 12.33 | ||||
2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | IronBridge Private Wealth, LLC | 252,644 | 9.08 | 14,742 | 2.15 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 179,925 | 0.82 | 11,159 | 7.16 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 688,843 | 9.05 | 42,722 | 15.91 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 8,620 | 0.00 | 535 | 6.37 | ||||
2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 64,772 | 0.57 | 4,017 | 6.92 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 109,295 | -54.28 | 6,778 | -51.41 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 1,700 | 0.00 | 105 | 6.06 | ||||
2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 13,405 | -0.68 | 831 | 5.59 | ||||
2025-07-23 | 13F | Charter Trust Co | 478,814 | 0.19 | 29,696 | 6.49 | ||||
2025-08-07 | 13F | Midwest Trust Co | 523,597 | 32,474 | ||||||
2025-07-08 | 13F | Next Level Private LLC | 13,725 | 1.18 | 851 | 7.59 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 70,654 | -0.36 | 4,382 | 5.90 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 83,054 | -4.41 | 5,151 | 1.60 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 8,937 | -16.44 | 554 | -11.22 | ||||
2025-07-17 | 13F | SWS Partners | 222,344 | 9.07 | 13,790 | 15.93 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Zuckerman Investment Group, LLC | 4,735 | 0.00 | 294 | 6.16 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 647,557 | -4.56 | 40,162 | 1.44 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 16,152 | 3.78 | 1,002 | 10.24 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 9,060 | 0.20 | 562 | 6.45 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 58,154 | 8.28 | 3,607 | 15.10 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 8,932 | 2.81 | 554 | 9.29 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 10,113 | 2.51 | 627 | 9.04 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 63,637 | -5.86 | 3,947 | 0.05 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 15,575 | -0.53 | 966 | 5.70 | ||||
2025-07-14 | 13F | Argentarii, LLC | 21,121 | 6.40 | 1,310 | 13.04 | ||||
2025-04-24 | 13F | Westend Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Amarillo National Bank | 26,690 | -0.96 | 1,655 | 5.28 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 607 | 0.00 | 38 | 5.71 | ||||
2025-08-04 | 13F | Assetmark, Inc | 32,410 | 18.04 | 2,010 | 25.47 | ||||
2025-08-12 | 13F | White Pine Capital Llc | 3,335 | 207 | ||||||
2025-08-13 | 13F | West Wealth Group, LLC | 4,191 | 263 | ||||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 269,334 | -1.08 | 16,704 | 5.14 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 28,545 | -3.34 | 1,770 | 2.73 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial | 1,501,047 | 91.24 | 93,095 | 103.27 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 3,345 | 207 | ||||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 262,276 | 3.25 | 16,266 | 9.75 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 18,153 | 15.93 | 1,126 | 23.22 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 154,534 | 4.70 | 9,584 | 11.29 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 100,889 | 8.97 | 6,257 | 15.83 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 13,697 | 0.31 | 1 | |||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 59,210 | -1.94 | 3,672 | 4.23 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 305,304 | 0.38 | 18,935 | 6.69 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 348,503 | 1.14 | 21,614 | 7.51 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 5,435 | 0.13 | 337 | 6.65 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 42,558 | 3 | ||||||
2025-08-04 | 13F | Continental Investors Services, Inc. | 19,961 | 0.57 | 1,239 | 6.63 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 14,489 | -29.59 | 899 | -25.17 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 16,567 | -15.90 | 1,027 | -10.62 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Amundi | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 11,179 | -0.50 | 693 | 5.80 | ||||
2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 381,029 | -1.47 | 23,632 | 4.73 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 75 | 5 | ||||||
2025-08-12 | 13F | Eley Financial Management, Inc | 241,480 | 0.52 | 14,977 | 6.28 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 18,452 | -0.20 | 1,144 | 6.12 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 518,912 | -17.41 | 32,183 | -12.21 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14,637 | -9.65 | 1,109 | 17.25 | ||||
2025-08-08 | 13F | Arvest Bank Trust Division | 15,446 | 0.00 | 958 | 6.22 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 1,164,247 | -3.77 | 72,207 | 2.28 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 292,734 | 0.71 | 18 | 12.50 | ||||
2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 15,009 | -22.17 | 931 | -17.33 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 12,457 | 1 | ||||||
2025-05-14 | 13F | Earnest Partners Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Wealth Quarterback LLC | 9,748 | -45.36 | 605 | -41.92 | ||||
2025-07-10 | 13F | Security National Bank | 14,259 | 18.32 | 884 | 25.75 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 45,375 | 21.04 | 2,814 | 28.67 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 102,976 | 4.40 | 6,387 | 10.96 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 375,772 | -3.77 | 23,305 | 2.29 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 6,524 | -2.63 | 405 | 3.59 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 4,100 | 3.27 | 254 | 9.96 | ||||
2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 285,378 | 2.01 | 17,699 | 8.43 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 361,893 | -3.59 | 22,445 | 2.47 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 22,895 | 0.01 | 1,420 | 6.29 | ||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 248,285 | 2.61 | 15,399 | 9.06 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 4,246 | -2.01 | 248 | -8.52 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 19,170 | 195.29 | 494 | 30.42 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 7,200 | 0.18 | 447 | 6.44 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 6,442 | 53.89 | 400 | 63.52 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 499,519 | -12.96 | 30,980 | -7.48 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 419,353 | -8.40 | 26,008 | -2.64 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 13,914 | 17.78 | 863 | 25.11 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 493,559 | -3.53 | 30,611 | 2.54 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 107,257 | 0.00 | 6,652 | 6.30 | ||||
2025-07-24 | 13F | Lee Financial Co | 1,298,138 | 1.83 | 80,510 | 8.24 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 2,055 | 0.00 | 0 | |||||
2025-07-10 | 13F | Clare Market Investments LLC | 3,225 | 200 | ||||||
2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5,213 | 0.00 | 323 | 6.25 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 969,258 | 20.97 | 60,113 | 28.52 | ||||
2025-08-13 | 13F | Dixon Mitchell Investment Counsel Inc. | 1,750 | 0.00 | 109 | 5.88 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 9,398 | 5.50 | 548 | -1.26 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 4,702 | 0.00 | 292 | 6.20 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 41,723 | -29.25 | 2,588 | -24.82 | ||||
2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 245,577 | 0.31 | 15,231 | 6.62 | ||||
2025-07-11 | 13F | Professional Advisory Services Inc | 325,952 | 0.60 | 20 | 11.11 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 275,656 | 194.29 | 17,096 | 212.83 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 407 | 0.00 | 25 | 8.70 | ||||
2025-08-01 | 13F | Private Wealth Partners, LLC | 9,400 | 0.00 | 583 | 6.20 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 2,203,629 | 0.64 | 136,669 | 6.97 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 9,497 | -23.52 | 589 | -18.65 | ||||
2025-06-03 | 13F | Invst, LLC | 9,404 | -96.69 | 549 | -96.91 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 410,976 | 25,489 | ||||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 540 | 0.00 | 33 | 6.45 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Ascent Group, LLC | 21,441 | -7.07 | 1,330 | -1.26 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 8,113 | 1.90 | 503 | 8.41 | ||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 500 | 0.00 | 31 | 6.90 | ||||
2025-08-14 | 13F | Palisade Capital Management Llc/nj | 39,365 | -0.17 | 2,441 | 6.13 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 131,684 | -0.21 | 8,167 | 6.08 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 32,340 | 0.00 | 2,006 | 6.25 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 8,933 | -81.21 | 554 | -80.03 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 41 | 0.00 | 3 | 0.00 | ||||
2025-07-29 | 13F | CapWealth Advisors, LLC | 7,060 | 0.00 | 438 | 6.33 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 5,441 | 11.04 | 337 | 18.25 | ||||
2025-04-02 | 13F | Clark Asset Management, LLC | 0 | 0 | ||||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Saiph Capital, LLC | 13,549 | 92.70 | 840 | 104.88 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 4,406,810 | -1.91 | 273,312 | 4.25 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 25,076 | 1,555 | ||||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 40,220 | 5.28 | 2,494 | 11.89 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 243,609 | 4.89 | 15,109 | 11.49 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 99,227 | -5.84 | 6,154 | 0.08 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 36,287 | 0.30 | 2,251 | 6.58 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,088,333 | -0.62 | 67 | 6.35 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 10,620 | 0.00 | 659 | 6.30 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 168,138 | 1.40 | 10,428 | 8.04 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 190,532 | -0.89 | 11,817 | 5.34 | ||||
2025-08-06 | 13F | Mcrae Capital Management Inc | 9,423 | -19.87 | 584 | -14.87 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 265,492 | 0.34 | 16,466 | 6.65 | ||||
2025-07-28 | 13F | Aries Wealth Management | 7,071 | 0.00 | 439 | 6.31 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 735 | 0.00 | 43 | -6.67 | ||||
2025-07-21 | 13F | Syntax Research, Inc. | 64,058 | -0.87 | 3,973 | 5.36 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 3,906 | 1.06 | 242 | 7.56 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 131,875 | -0.51 | 8,179 | 5.74 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 1,180,815 | 2.51 | 73,234 | 8.95 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 97,554 | 10.36 | 6,050 | 17.32 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 14,135 | -8.54 | 877 | -2.77 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 29,351 | 1,745 | ||||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 10,489 | 0.00 | 650 | 6.21 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 935 | 0.00 | 58 | 5.56 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 82,831 | 5,137 | ||||||
2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 8,139 | -2.62 | 505 | 3.49 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 36,319 | -22.04 | 2,253 | -17.14 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 18,293 | 1.35 | 1,135 | 7.69 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 3,273 | -28.86 | 203 | -24.25 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 679,302 | -27.11 | 42,132 | -22.51 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 8,689 | 0.32 | 539 | 6.53 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 279,986 | 1.99 | 17,365 | 8.40 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 14,552 | 0.03 | 902 | 6.37 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 2,185,643 | -4.10 | 135,554 | 1.94 | ||||
2025-08-12 | 13F | Holderness Investments Co | 3,575 | 0.00 | 222 | 6.25 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 3,959 | -4.63 | 246 | 1.24 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,866 | -20.66 | 116 | -16.06 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 11,889 | 19.22 | 737 | 26.85 | ||||
2025-08-12 | 13F | Zacks Investment Management | 126,903 | -15.57 | 7,871 | -10.26 | ||||
2025-07-11 | 13F | Phillips Wealth Planners LLC | 6,805 | 1.58 | 432 | 18.41 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 5,794 | -70.38 | 359 | -68.54 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 3,168,673 | -3.10 | 196,521 | 2.99 | ||||
2025-07-08 | 13F | Parisi Gray Wealth Management | 112,894 | 61.32 | 7,002 | 71.47 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 3,347 | 0.00 | 208 | 6.15 | ||||
2025-06-24 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 91,069 | -11.66 | 5,183 | -22.25 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 87,526 | 0.46 | 5,428 | 6.79 | ||||
2025-08-12 | 13F | one8zero8, LLC | 2,980 | 0.00 | 185 | 6.36 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 35,948 | 3.91 | 2,098 | -2.69 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 57,444 | 1.56 | 3,563 | 7.94 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 8,127 | -1.31 | 504 | 5.00 | ||||
2025-07-17 | 13F | Leverty Financial Group, LLC | 97,978 | 30.20 | 6,076 | 38.41 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 7,303 | -30.43 | 453 | -26.14 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 8,516 | -0.78 | 528 | 5.60 | ||||
2025-07-16 | 13F | Jentner Corp | 5,900 | 0.00 | 366 | 6.10 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 135,081 | 0.14 | 8,378 | 6.43 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 669,107 | 13.33 | 41,498 | 20.46 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 19,357 | -15.28 | 1,201 | -9.98 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 2,125 | 0.00 | 132 | 6.50 | ||||
2025-07-25 | 13F | Bull Street Advisors, LLC | 5,745 | 0.00 | 0 | |||||
2025-07-28 | 13F | Bridges Investment Management Inc | 4,581,466 | 0.78 | 284,143 | 7.12 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 5,855 | 0.00 | 363 | 6.45 | ||||
2025-08-08 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 213,335 | -12.84 | 13,231 | -7.36 | ||||
2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 7,000 | 7.69 | 408 | 0.74 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 990,502 | 111.06 | 61,431 | 124.33 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 258,694 | 5.06 | 16,044 | 11.66 | ||||
2025-07-21 | 13F | Matauro, Llc | 32,608 | -6.65 | 2,022 | -0.79 | ||||
2025-07-28 | 13F | Variant Private Wealth, LLC | 62,716 | 0.61 | 3,890 | 6.93 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 652 | -30.93 | 40 | -27.27 | ||||
2025-08-13 | 13F | Kilter Group LLC | 303 | 19 | ||||||
2025-05-06 | 13F | Navellier & Associates Inc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Balboa Wealth Partners | 10,394 | 12.57 | 645 | 19.70 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 29,313 | -2.13 | 1,818 | 4.01 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 342,999 | -6.05 | 21,273 | -0.14 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 441,264 | 0.65 | 27,367 | 6.98 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 391,602 | -0.67 | 24,287 | 5.58 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 302,884 | 0.00 | 17,673 | 0.00 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 662,091 | 1.10 | 41,063 | 7.46 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 11,882 | 1.20 | 737 | 7.45 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 58,154 | 16.14 | 3,607 | 23.41 | ||||
2025-08-04 | 13F | Hicks Capital Management Llc | 92,206 | -21.77 | 5,719 | -16.85 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 6,407 | 6.18 | 397 | 12.78 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 8,290 | -0.08 | 514 | 6.20 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 3,900 | 0.00 | 242 | 6.17 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 51,983 | -5.33 | 3,224 | 0.62 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 13,770 | 0.00 | 854 | 6.35 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 19,580 | -0.15 | 1,214 | 6.12 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 5,809 | 1.48 | 0 | |||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 21 | 1 | ||||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 206,369 | 15.29 | 12,799 | 22.55 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 14,118 | 0.09 | 876 | 6.32 | ||||
2025-08-12 | 13F | Bokf, Na | 1,705,387 | -17.54 | 105,768 | -12.35 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 3,525 | 0.00 | 219 | 6.34 | ||||
2025-08-13 | 13F | Whalerock Point Partners, Llc | 9,395 | 0.00 | 583 | 6.20 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 22,193 | -1.22 | 1,376 | 5.04 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 24,105 | 0.03 | 1 | 0.00 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 6,033 | 56.99 | 374 | 66.96 | ||||
2025-08-12 | 13F | Ames National Corp | 46,986 | 2.35 | 2,914 | 8.81 | ||||
2025-07-16 | 13F | Novem Group | 68,694 | -0.14 | 4,260 | 6.15 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 1,175,233 | 12.13 | 72,888 | 19.19 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 3,979 | -91.55 | 247 | -91.05 | ||||
2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 12,011 | -3.39 | 745 | 2.62 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 49,201 | -13.66 | 3,051 | -8.24 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 4,850 | 0.00 | 283 | 0.00 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 181,884 | 2.12 | 11,280 | 1.64 | ||||
2025-08-28 | 13F/A | Lavaca Capital Llc | Call | 300 | 0.00 | 19 | 5.88 | |||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 243,745 | 2.30 | 15,117 | 8.73 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 9,266 | -1.39 | 575 | 4.74 | ||||
2025-07-22 | 13F | Petros Family Wealth, LLC | 40,879 | 7.68 | 2,535 | 14.45 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1,162,445 | -5.55 | 72,095 | 6.37 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 47,445 | 12.80 | 2,943 | 19.89 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 10,042 | 3.90 | 623 | 10.48 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 52,223 | 10.06 | 3,239 | 26.73 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 5,070 | -27.24 | 314 | -22.66 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 248,521 | -6.26 | 15,413 | -0.36 | ||||
2025-08-07 | 13F | Summit X, LLC | 16,434 | -2.00 | 1,019 | 4.19 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 38,676 | 5.65 | 2,399 | 12.27 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 177,116 | 6.29 | 10,985 | 12.97 | ||||
2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 98,281 | -32.58 | 5,901 | -34.59 | ||||
2025-08-14 | 13F | Mariner, LLC | 13,961,480 | 2.07 | 865,891 | 8.49 | ||||
2025-08-14 | 13F | Glenview Trust Co | 353,131 | 0.03 | 21,901 | 6.33 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 18,733 | -24.23 | 1 | 0.00 | ||||
2025-08-12 | 13F | Umpqua Bank | 11,240 | -9.10 | 713 | -1.25 | ||||
2025-08-28 | 13F/A | Lavaca Capital Llc | 2,975 | 0.00 | 185 | 6.36 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 41,193 | -9.53 | 2,555 | -3.84 | ||||
2025-07-22 | 13F | Schwab Charitable Fund | 29,759 | 6.90 | 1,846 | 13.61 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 6,399 | 0.00 | 0 | |||||
2025-07-25 | 13F | JustInvest LLC | 16,531 | 38.80 | 1,025 | 47.69 | ||||
2025-08-13 | 13F | Quantbot Technologies LP | 268 | 17 | ||||||
2025-08-12 | 13F | Seeds Investor Llc | 41,702 | 22.34 | 2,586 | 30.02 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 22,340 | 2.19 | 1,386 | 8.63 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 293,179 | -2.98 | 18 | 5.88 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 13,960 | -15.83 | 866 | -10.55 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 227,579 | 3.24 | 14,114 | 9.73 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 19,339 | 0.00 | 1,199 | 6.29 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 15,382 | -0.38 | 954 | 5.89 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 509,522 | -2.41 | 31,601 | 3.73 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 3,965 | 0.00 | 246 | 6.06 | ||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 8,561 | 12.56 | 531 | 19.64 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 12,055 | -28.18 | 748 | -23.70 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 101,436 | 1.22 | 6,291 | 7.59 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 9,227 | -10.63 | 572 | -4.98 | ||||
2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 473,034 | 0.34 | 29,338 | 6.65 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 15,700 | 0.00 | 1,000 | -2.34 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 7,350 | -0.07 | 456 | 6.06 | ||||
2025-04-23 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 21,314 | -0.81 | 1,322 | 5.43 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 787,509 | -0.91 | 48,841 | 5.33 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 295,058 | 2.05 | 18,299 | 8.47 | ||||
2025-04-17 | 13F | Consilium Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Chancellor Financial Group WB LP | 7,222 | -0.48 | 448 | 5.67 | ||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 91,874 | 0.65 | 6 | 0.00 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 62,827 | 19.42 | 3,897 | 26.95 | ||||
2025-08-07 | 13F | Prime Buchholz LLC | 7,532 | 0.31 | 467 | 6.62 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 125 | -28.57 | 8 | -30.00 | ||||
2025-07-18 | 13F | Gold Investment Management Ltd. | 3,725 | 0.00 | 234 | 7.37 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 13,051 | 0.38 | 809 | 6.73 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 26,474 | 2.81 | 1,642 | 9.25 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 4,091 | 0.00 | 254 | 6.30 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class | 637,081 | -3.03 | 39,512 | 3.07 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 23,244 | 6.29 | 1,442 | 12.93 | ||||
2025-07-30 | 13F | Fogel Capital Management, Inc. | 3,480 | 0.00 | 216 | 5.91 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 171,698 | 10,649 | ||||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 14,861 | 32.12 | 922 | 40.40 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 475 | 0.00 | 29 | 7.41 | ||||
2025-05-15 | 13F | PFM Health Sciences, LP | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Navigoe, LLC | 80 | 0.00 | 0 | |||||
2025-08-26 | NP | IIFAX - Voya Balanced Income Portfolio Class ADV | 430,467 | -16.34 | 26,698 | -11.08 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 27,317 | 2.11 | 1,694 | 8.59 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 416,468 | -12.40 | 25,829 | -6.89 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16,782 | 82.47 | 1,041 | 94.03 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 10,018 | -0.42 | 621 | 5.79 | ||||
2025-07-31 | 13F/A | Avion Wealth | 7,059 | -5.06 | 0 | |||||
2025-08-06 | 13F | SP Asset Management LLC | 7,717 | 0.10 | 479 | 6.46 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 280,867 | 3.28 | 17,419 | 9.78 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 135,195 | 50.81 | 8,385 | 60.31 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 582,911 | 4.35 | 36,152 | 10.91 | ||||
2025-08-19 | 13F | Element Pointe Advisors, Llc | 24,837 | 0.00 | 1,540 | 6.28 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 16,649 | -6.11 | 1,033 | -0.19 | ||||
2025-07-15 | 13F | Martin Capital Advisors, LLP | 7,975 | 0.00 | 495 | 6.24 | ||||
2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 6,558 | -0.23 | 407 | 6.01 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 3,529 | 14.21 | 219 | 21.11 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 4,928 | 0.49 | 288 | -5.90 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 356,555 | -1.36 | 22,114 | 4.85 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 4,475 | -1.95 | 278 | 4.14 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 229,291 | 6.43 | 14,221 | 13.12 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 15,811 | -10.55 | 981 | -4.95 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 103,713 | 5.55 | 6,432 | 12.19 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 792,654 | 2.36 | 49,160 | 8.80 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 114,299 | -6.08 | 7,089 | -0.17 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 315,999 | 16.39 | 19,598 | 23.72 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 2,730 | -11.94 | 169 | -6.11 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 2,670 | 0.00 | 166 | 6.45 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 10,776 | 0.00 | 1 | |||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 3,225 | -42.67 | 200 | -39.02 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 20,274 | 20.83 | 1,292 | 23.64 | ||||
2025-08-14 | 13F | Voya Investment Management Llc | 1,278,333 | -28.02 | 79,282 | -23.49 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 1,244,055 | 6.92 | 77,156 | 13.65 | ||||
2025-07-15 | 13F | LeConte Wealth Management, LLC | 139,586 | -23.14 | 8,657 | -18.30 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 83,236 | -16.10 | 5,162 | -10.82 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 65,976 | 5.93 | 4,092 | 12.58 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 229,926 | 11.14 | 14,259 | 18.13 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10,837 | -6.46 | 672 | -0.44 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 21,816 | -19.18 | 1,353 | -14.10 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 42,919 | 6.00 | 2,662 | 12.66 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 416,205 | 1.03 | 25,813 | 7.39 | ||||
2025-07-28 | 13F | Harbour Trust & Investment Management Co | 304,497 | 1.21 | 18,885 | 7.58 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 3,927 | 244 | ||||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 28,030 | 0.00 | 1,738 | 5.21 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 97,625 | 48.40 | 6,055 | 57.74 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 159,233 | 0.44 | 9,876 | 6.76 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 45,985 | 0.00 | 2,852 | 6.26 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 26,179 | -4.81 | 1,624 | 1.18 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 10,351 | -1.31 | 642 | 4.91 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 2,754 | 0.00 | 171 | 6.25 | ||||
2025-08-04 | 13F | Ledyard National Bank | 20,253 | -6.55 | 1,256 | -0.63 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 50,368 | 1.96 | 3,124 | 8.36 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 108,133 | -0.97 | 6,706 | 5.26 | ||||
2025-08-07 | 13F | Peninsula Asset Management Inc | 319,425 | -0.14 | 19,811 | 6.13 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 898 | 0.00 | 56 | 5.77 | ||||
2025-07-30 | 13F | Covenant Partners, LLC | 32,010 | 3.67 | 1,985 | 10.22 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 16,135 | -2.09 | 1,001 | 4.06 | ||||
2025-07-07 | 13F | Verde Capital Management | 451,068 | 5.19 | 27,975 | 11.81 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 4,421 | 0.14 | 274 | 6.61 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 3,580 | 0.11 | 222 | 6.73 | ||||
2025-08-08 | 13F | Wealth Alliance | 58,199 | 1.77 | 3,610 | 8.18 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 17,081 | 0.70 | 1,059 | 3.93 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 5,015 | 0.00 | 291 | 0.00 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 44,155 | -0.56 | 2,739 | 5.71 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 38,032 | -0.06 | 2,359 | 6.12 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 3,520 | 0.00 | 218 | 6.34 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 3,580 | 225 | ||||||
2025-07-22 | 13F | Highland Capital Management, Llc | 13,980 | 0.00 | 867 | 6.38 | ||||
2025-08-14 | 13F | Starboard Value LP | 5,250,656 | 47.29 | 325,646 | 56.55 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 74,381 | 839.51 | 4,340 | 109.66 | ||||
2025-07-11 | 13F | LongView Wealth Management | 4,919 | -9.83 | 305 | -4.09 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 3,884 | -5.06 | 241 | 0.84 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 315,209 | 1.11 | 19,549 | 7.47 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 3,226 | -1.19 | 200 | -1.48 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 611,803 | -1.52 | 38 | 2.78 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 59,418 | 0.00 | 3,685 | 6.29 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 145,961 | 9,053 | ||||||
2025-07-21 | 13F | Hilltop National Bank | 80,845 | 14.35 | 5,014 | 13.83 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 59,972,950 | 0.96 | 3,719,522 | 7.31 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 14,915 | 11.14 | 870 | 4.07 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 13,619 | 13.95 | 845 | 21.09 | ||||
2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 665 | 0.00 | 40 | -4.88 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 107,382 | -20.51 | 6,660 | -15.52 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,305,320 | -5.12 | 80,956 | 0.85 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5,971 | -26.62 | 370 | -21.94 | ||||
2025-08-05 | 13F | Ceera Investments, Llc | 3,975 | 0.00 | 247 | 6.49 | ||||
2025-06-25 | NP | WWICX - Westwood Income Opportunity Fund C Class Shares | 117,500 | -5.30 | 6,687 | -16.64 | ||||
2025-08-07 | 13F | Davis R M Inc | 3,203,403 | 1.37 | 198,675 | 7.75 | ||||
2025-07-16 | 13F | Global Wealth Management, LLC | 106,128 | -7.22 | 6,754 | 1.18 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 5,950 | -1.10 | 369 | 5.13 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Northwestern Mutual Investment Management Company, Llc | 10,305,199 | 1.86 | 639,128 | 8.26 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 1,066,129 | -0.41 | 66,121 | 5.86 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 111,744 | 0.29 | 6,930 | 6.60 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 5,043 | -55.39 | 313 | -52.66 | ||||
2025-07-15 | 13F | McAdam, LLC | 6,439 | 63.38 | 399 | 74.24 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 5,005 | 310 | ||||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 17,880 | -1.65 | 1,109 | 4.53 | ||||
2025-08-12 | 13F | Southeast Asset Advisors Inc. | 243,354 | 4.69 | 15,093 | 11.28 | ||||
2025-08-13 | 13F | Allie Family Office LLC | 18,052 | 0.23 | 1,120 | 6.57 | ||||
2025-07-31 | 13F | Strata Wealth Advisors, LLC | 15,678 | -24.70 | 972 | -19.93 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 20,226 | -7.97 | 1,254 | -2.18 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 3,402 | 211 | ||||||
2025-07-30 | 13F | Patten Group, Inc. | 44,520 | -6.21 | 2,761 | -0.29 | ||||
2025-07-30 | 13F | Whittier Trust Co | 1,770,444 | 1.81 | 109,803 | 8.24 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 211,312 | 1.52 | 13,106 | 7.90 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 6,155 | 382 | ||||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 1,587,720 | 1.73 | 98,470 | 8.12 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 4,525 | 0.00 | 281 | 6.06 | ||||
2025-08-15 | 13F | Keel Point, LLC | 53,824 | -18.00 | 3,338 | -12.82 | ||||
2025-08-08 | 13F | Client First Capital LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 7,787 | -34.59 | 483 | -30.55 | ||||
2025-08-08 | 13F | Financial Life Planners | 6,455 | -19.98 | 400 | -14.89 | ||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 10,407 | 0.00 | 607 | -6.33 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 323,686 | 1.63 | 20,075 | 17.60 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 4,330 | 1.45 | 269 | 7.63 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 3,717 | -3.28 | 231 | 2.68 | ||||
2025-08-14 | 13F | Dimension Capital Management Llc | 5,400 | 0.00 | 335 | 6.03 | ||||
2025-07-23 | 13F | Hall Capital Management Co Inc | 3,750 | 0.00 | 233 | 6.42 | ||||
2025-08-26 | 13F | Claris Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,039,307 | -8.92 | 375 | -3.11 | ||||
2025-08-14 | 13F | Fosun International Ltd | 56,040 | -0.11 | 36,985 | 1,029.97 | ||||
2025-07-18 | 13F | Vicus Capital | 1,177,230 | 4.12 | 73,012 | 10.67 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 5,151 | -5.45 | 319 | 0.63 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 41,339 | 204.59 | 2,564 | 224.02 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 1,141,922 | 2.17 | 70,822 | 8.59 | ||||
2025-08-06 | 13F | Washington Trust Bank | 35,210 | -0.77 | 2,184 | 5.46 | ||||
2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 89,090 | 0.00 | 5,525 | 6.29 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 990,856 | 11.11 | 61,453 | 18.10 | ||||
2025-08-05 | 13F | Pointe Capital Management LLC | 18,417 | 2.95 | 1,142 | 9.49 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 1,339,430 | 5.61 | 83,071 | 12.25 | ||||
2025-07-16 | 13F | Instrumental Wealth, Llc | 298,995 | 6.29 | 18,693 | 17.43 | ||||
2025-07-10 | 13F | Bath Savings Trust Co | 9,388 | 0.00 | 582 | 6.40 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 17,077 | -6.58 | 1,059 | -0.66 | ||||
2025-07-15 | 13F | Drum Hill Capital, LLC | 5,375 | 0.00 | 333 | 6.39 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 780,507 | 2.74 | 48,407 | 9.21 | ||||
2025-08-12 | 13F | American Century Companies Inc | 80,200 | -18.41 | 4,974 | -13.27 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 26,186 | 9.17 | 1,624 | 16.08 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 16,444 | 0.07 | 1,020 | 6.37 | ||||
2025-07-14 | 13F | Farmers Trust Co | 51,939 | -4.60 | 3,221 | 1.42 | ||||
2025-08-13 | 13F | Keystone Financial Group | 22,124 | 0.33 | 1,372 | 6.52 | ||||
2025-07-09 | 13F | David J Yvars Group | 144,933 | 67.00 | 8,989 | 77.49 | ||||
2025-08-14 | 13F | London Co Of Virginia | 188,793 | -45.93 | 11,709 | -42.52 | ||||
2025-07-08 | 13F | TL Private Wealth | 14,110 | 0.01 | 891 | 23.58 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 11,171 | 1.82 | 693 | 8.13 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 137,387 | -6.39 | 8,521 | -0.50 | ||||
2025-08-08 | 13F | Hudock, Inc. | 519,773 | -4.16 | 32,236 | 1.86 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 28,631 | -6.31 | 1,776 | -0.45 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 10,614 | 46.28 | 658 | 55.56 | ||||
2025-08-07 | 13F | Future Fund LLC | 8,799 | 546 | ||||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 50,997 | 2.49 | 3,163 | 8.92 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 359,560 | -0.16 | 22,300 | 6.11 | ||||
2025-04-29 | 13F | Hm Payson & Co | 55,455 | -6.48 | 3,236 | -12.43 | ||||
2025-08-01 | 13F | First National Trust Co | 276,388 | -3.95 | 17,142 | 2.09 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 108,219 | 0.83 | 6,712 | 7.17 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 12,159 | 0.31 | 754 | 6.65 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 200,746 | 7.57 | 12,451 | 14.34 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 14,527 | 0.46 | 901 | 6.76 | ||||
2025-08-14 | 13F | Macquarie Group Ltd | 257,720 | -44.70 | 15,984 | -41.22 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 61,423 | 31.64 | 3,810 | 39.92 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 8,115 | 0.00 | 503 | 6.34 | ||||
2025-07-28 | 13F | RMR Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 46,100 | 60.07 | 2,859 | 70.58 | |||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 15,600 | -18.75 | 968 | -13.43 | |||
2025-07-16 | 13F | Bright Financial Advisors, Inc. | 96,323 | 11.39 | 5,974 | 18.39 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 214,680 | -33.59 | 13,314 | -29.41 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 14,354 | 19.16 | 890 | 26.78 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6,715 | 10.66 | 416 | 17.51 | ||||
2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 91,539 | -14.56 | 5,677 | -9.18 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 185,222 | 84.45 | 11 | 120.00 | ||||
2025-08-14 | 13F | Syon Capital Llc | 98,907 | 6,134 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 28,656 | 12.24 | 1,777 | 19.34 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 35 | 0.00 | 2 | 0.00 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | Greenfield Savings Bank | 86,364 | 2.84 | 5,356 | 9.31 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,611,984 | 56.79 | 166,618 | 71.41 | ||||
2025-07-31 | 13F | GenTrust, LLC | 72,889 | -13.51 | 4,521 | -8.07 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 10,702 | -17.35 | 664 | -12.19 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 6,658 | -2.62 | 413 | 3.52 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 302,507 | 0.98 | 18,762 | 7.33 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F | 50,000 | -9.09 | 3,101 | -3.37 | ||||
2025-07-23 | 13F | New England Professional Planning Group Inc. | 639,038 | 0.53 | 39,633 | 6.85 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 163,129 | -0.05 | 10,117 | 6.26 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 78,276 | 9.76 | 4,855 | 16.65 | ||||
2025-08-12 | 13F | Boston Research & Management Inc | 50,235 | 2.94 | 3 | 50.00 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 72,369 | -7.92 | 4,488 | -2.12 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 284,800 | -10.21 | 17,663 | -4.56 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 25,508 | 0.00 | 1,488 | 0.00 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 40,849 | 0.61 | 2,533 | 6.92 | ||||
2025-08-06 | 13F | North Capital, Inc. | 245 | 0.00 | 15 | 7.14 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 573 | -52.99 | 33 | -56.00 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 11,015 | 0.04 | 683 | 6.39 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 38,719,798 | 2.99 | 2,401,402 | 9.46 | ||||
2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 162,594 | -25.57 | 9,762 | -27.79 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 324,456 | 6.30 | 18,978 | -0.21 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 862,279 | 12.88 | 53,479 | 19.98 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 1,381,169 | 5.02 | 85,660 | 11.63 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 371,478 | -2.12 | 23,190 | 4.71 | ||||
2025-08-29 | NP | CGHIX - Timber Point Global Allocations Fund Institutional Class Shares | 9,000 | -25.00 | 558 | -20.29 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 98,212 | 1.04 | 6,091 | 7.41 | ||||
2025-08-11 | 13F | Tidemark, LLC | 1,616 | -1.40 | 100 | 5.26 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Advantage Trust Co | 1,255 | 0.00 | 78 | 5.48 | ||||
2025-08-12 | 13F | Camden National Bank | 39,608 | -16.03 | 2,456 | -10.76 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 12,645 | 784 | ||||||
2025-07-07 | 13F | RDA Financial Network | 69,107 | 2.84 | 4,286 | 9.31 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 27,012 | 414.02 | 1,675 | 447.39 | ||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 10,732 | 0.48 | 666 | 6.74 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 46,968 | 18.86 | 2,913 | 26.33 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 100,680 | -1.28 | 6,244 | 4.94 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 2,000 | 0.00 | 124 | 6.90 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,179,588 | -10.69 | 73 | -5.19 | ||||
2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 23,289 | -14.19 | 1,398 | -16.74 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 8,354 | 0.00 | 518 | 6.37 | ||||
2025-08-18 | 13F | Brick & Kyle, Associates | 23,000 | 0 | ||||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 5,276 | 16.65 | 308 | 8.48 | ||||
2025-08-04 | 13F | NWK Group, Inc. | 12,723 | 1.00 | 789 | 7.35 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 138,618 | -16.41 | 8,597 | -11.15 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 44,925 | -68.63 | 2,786 | -66.66 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 4,091 | 254 | ||||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 572,606 | -1.48 | 35,513 | 4.71 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 30,915 | 0.96 | 1,917 | 7.33 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 3,718 | 0.08 | 231 | 6.48 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 8,386,471 | -6.11 | 520,129 | -0.20 | ||||
2025-08-11 | 13F | Anb Bank | 358,152 | -1.08 | 22,213 | 5.14 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 1,105 | 0.00 | 69 | 6.25 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 23,927 | -2.05 | 1,484 | 4.07 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 | 193,057 | -14.58 | 10,987 | -21.47 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1,543 | -11.53 | 96 | -5.94 | ||||
2025-07-15 | 13F | Bank Of Stockton | 724,525 | -0.24 | 44,935 | 6.04 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 64,640 | 245.63 | 4,009 | 267.37 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 19,484 | -3.77 | 1,208 | 2.29 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3,869 | 240 | ||||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 375,474 | 0.08 | 23,287 | 6.37 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 85,270 | -84.87 | 5,288 | -83.92 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 52,133 | 24.82 | 3,233 | 32.66 | ||||
2025-08-08 | 13F | Creative Planning | 4,800,760 | -4.04 | 297,743 | 1.99 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 169,050 | 7.31 | 10,484 | 14.07 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 11,493 | -2.50 | 713 | 3.64 | ||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 18,582 | -0.43 | 996 | -17.28 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 10,964 | -0.47 | 680 | 5.76 | ||||
2025-08-22 | 13F | Cim Investment Mangement Inc | 285,596 | -50.82 | 17,713 | -49.43 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5,630 | -9.57 | 349 | -3.86 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4,755 | -7.72 | 295 | -2.00 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 3,450 | 0.32 | 214 | 6.50 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 26,442 | -3.03 | 1,640 | 3.02 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 109,490 | 0.09 | 6,791 | 6.38 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 148,758 | -1.76 | 9,226 | 4.41 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 184,526 | -0.81 | 11,444 | 5.44 | ||||
2025-07-23 | 13F | MADDEN SECURITIES Corp | 4,372 | 0.00 | 271 | 6.27 | ||||
2025-08-14 | 13F | Comerica Bank | 2,799,778 | -2.19 | 173,642 | 3.96 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 20,907 | -9.37 | 1,297 | -3.71 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 8,960 | 0.00 | 556 | 6.32 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 6,428 | 0.02 | 399 | 6.13 | ||||
2025-05-07 | 13F | Horan Capital Advisors, LLC. | 362,514 | 1.02 | 21,153 | -5.40 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 289,122 | 144.55 | 17,931 | 159.94 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 422,960 | -27.85 | 26 | -25.71 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 91,250 | -41.00 | 5,659 | -37.28 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 408,777 | 12.64 | 25,352 | 19.73 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 42,187 | -2.49 | 2,616 | 3.65 | ||||
2025-05-13 | 13F | Inspire Trust Co, N.a. | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 33,530 | -21.80 | 2,080 | -16.87 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 26,588,226 | 15.36 | 1,649,002 | 22.61 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 4,203 | -16.51 | 261 | -11.26 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 87,110 | -0.05 | 5,403 | 6.23 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 1,700 | 0.00 | 105 | 6.06 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 491,457 | 11.12 | 30,480 | 18.12 | ||||
2025-08-12 | 13F | Mustico Financial Group, Inc. | 3,487 | 219 | ||||||
2025-08-14 | 13F | Quantinno Capital Management LP | 135,927 | 47.90 | 8,430 | 57.22 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 9,250 | 0.00 | 574 | 6.31 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 15,618 | 0.00 | 969 | 6.26 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 15,093 | 0.00 | 936 | 6.36 | ||||
2025-08-04 | 13F/A | 626 Financial, LLC | 22,543 | -10.02 | 1,398 | -4.31 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3,896 | 4.73 | 242 | 11.06 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 496,179 | 461.02 | 30,773 | 496.38 | ||||
2025-07-11 | 13F | Congress Park Capital LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 33,572 | 58.70 | 2,082 | 69.13 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 15,735 | 976 | ||||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 32,310 | 0.43 | 2,004 | 6.71 | ||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 8,386,471 | -6.11 | 520,129 | -0.20 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 285,184 | 15.07 | 18 | 21.43 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 96,480 | -4.46 | 5,984 | 1.54 | ||||
2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 23,642 | 6.92 | 1,466 | 13.64 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 11,490 | -3.55 | 713 | 2.45 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 8,847 | -1.12 | 549 | 10.26 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 32,054 | -0.98 | 1,988 | 5.30 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 161,470 | 1.18 | 10,014 | 7.55 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 22,036 | 0.21 | 1,367 | 6.47 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 24,302 | -0.28 | 1,507 | 5.98 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 1,532 | 0.00 | 95 | 6.74 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 69,289 | -3.55 | 4,297 | 5.71 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 6,642 | 0.18 | 412 | 6.48 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 113,824 | -1.30 | 7 | 16.67 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 12,780 | 0.00 | 793 | 6.31 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 114,256 | -2.16 | 7,086 | 3.99 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 44,968 | 67.68 | 2,789 | 78.26 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 26,665 | 0.00 | 1,556 | 0.00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 119,891,228 | 5.09 | 7,435,654 | 11.70 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 29,190 | 9.77 | 1,810 | 16.70 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 665 | 0.00 | 41 | 7.89 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 6,430 | -54.03 | 408 | -46.94 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 170 | -46.71 | 11 | -44.44 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 7,229 | 9.96 | 448 | 16.97 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 10,915 | -6.31 | 677 | -0.44 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 17,949 | -23.05 | 1,113 | -18.16 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 222,830 | 104.75 | 13,820 | 117.62 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 337,920 | -0.32 | 20,958 | 5.95 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 213,539 | -1.22 | 13,244 | 4.99 | ||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | Optiver Holding B.V. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 441,160 | 3.40 | 27,361 | 9.90 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 3,591 | -2.18 | 223 | 3.74 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 6,062 | -20.21 | 376 | -15.35 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 298,923 | 1.66 | 18,539 | 8.06 | ||||
2025-07-10 | 13F | Trust Point Inc. | 29,570 | 9.80 | 1,834 | 16.68 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 34,525 | 1.63 | 2,141 | 8.02 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 51,146 | 3.69 | 3,172 | 10.22 | ||||
2025-08-12 | 13F | Ade, Llc | 6,115 | 0.16 | 379 | 6.46 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 142,641 | 2.63 | 8,847 | 11.85 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 129,038 | 0.12 | 8,003 | 6.41 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 112,243 | 5.70 | 6,961 | 12.35 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 5,402 | -8.86 | 339 | 6.94 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 20,628 | -0.24 | 1,279 | 6.05 | ||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 37,239 | -0.57 | 2,310 | 5.68 | ||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 43,135 | 7.31 | 2,675 | 14.07 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1,980 | 0.00 | 123 | 6.09 | ||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 40,140 | -5.98 | 2,489 | -0.08 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 53,770 | 3,335 | ||||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 347,335 | -16.15 | 21,542 | -10.88 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 294 | 18 | ||||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | FF Advisors,LLC | 17,419 | 0.00 | 1,080 | 6.51 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 20,702 | -14.04 | 1,284 | -8.68 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 24,609 | -3.95 | 1,526 | 2.14 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 10,596 | -1.63 | 657 | 4.62 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 9,295 | 2.01 | 576 | 8.47 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 4,671 | -83.26 | 299 | -81.70 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 62,827 | 3,897 | ||||||
2025-08-13 | 13F | Truvestments Capital Llc | 572 | -35.73 | 35 | -31.37 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Nemes Rush Group LLC | 10,681 | -28.73 | 662 | -24.26 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 3,718 | -11.37 | 231 | -5.74 | ||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 4,925 | -0.10 | 305 | 6.27 | ||||
2025-05-13 | 13F | Terril Brothers, Inc. | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | First Financial Corp /in/ | 2,083 | -21.84 | 129 | -16.77 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 398,788 | 0.17 | 24,733 | 6.47 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 14,255 | 140.59 | 884 | 156.23 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 5,783 | 0.00 | 359 | 6.23 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 5,835 | -16.31 | 362 | -11.08 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 57 | 0.00 | 4 | 0.00 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 203,844 | -5.39 | 12,642 | 0.56 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 13,103 | -0.30 | 813 | 6.01 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 16,638 | 0.08 | 1,032 | 6.29 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 88,859 | -7.32 | 5,511 | -1.48 | ||||
2025-08-04 | 13F | Atria Investments Llc | 149,680 | 2.83 | 9,283 | 9.30 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 30,598 | -0.41 | 1,942 | 10.35 | ||||
2025-08-12 | 13F | Sandhill Capital Partners LLC | 8,250 | -6.42 | 512 | -0.58 | ||||
2025-07-11 | 13F | Diversified Trust Co | 627,554 | 13.48 | 38,921 | 20.62 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 116,408 | -0.21 | 7,220 | 6.05 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 252,992 | 6.07 | 15,691 | 12.74 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 209,360 | -0.62 | 12,985 | 5.64 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 43,640 | 0.00 | 2,707 | 6.28 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 28,709 | -8.28 | 1,781 | -2.52 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 3,900 | 0.00 | 242 | 6.17 | ||||
2025-08-14 | 13F | Family Management Corp | 5,004 | 8.15 | 310 | 15.24 | ||||
2025-08-01 | 13F | Wincap Financial Llc | 4,428 | 275 | ||||||
2025-07-07 | 13F | Investors Research Corp | 405 | 0.00 | 25 | 8.70 | ||||
2025-07-21 | 13F | Capital Planning LLC | 7,067 | 0.00 | 438 | 6.31 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 13,954 | -1.29 | 865 | 4.98 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 14,635 | 0.00 | 908 | 6.33 | ||||
2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 218,366 | 0.68 | 13,543 | 7.03 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 293,843 | -11.01 | 18,224 | -5.41 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 8,999 | 64.37 | 1 | |||||
2025-07-21 | 13F | Mechanics Financial Corp | 238,335 | 0.05 | 14,782 | 6.35 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 21,544 | 0.81 | 1,373 | 12.55 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 234,310 | -1.84 | 14,532 | 4.30 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 2,482,907 | 1.27 | 144,878 | -5.17 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 175,391 | -0.07 | 10,878 | 6.22 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 349,143 | -1.09 | 21,654 | 5.13 | ||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 8,863 | 0.00 | 550 | -0.54 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 134,838 | 0.00 | 8,363 | 6.29 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 75,817 | -7.91 | 4,702 | -2.10 | ||||
2025-08-14 | 13F | Crestmont Private Wealth LLC | 112,254 | -1.18 | 6,962 | 5.04 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 233 | -13.38 | 14 | -6.67 | ||||
2025-07-29 | 13F | Ballast, Inc. | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Romano Brothers And Company | 9,967 | -1.79 | 618 | 4.39 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 217,558 | -2.94 | 13,493 | 3.17 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 4,247 | 0.00 | 263 | 6.48 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 21,441 | -2.04 | 1,330 | 4.07 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 100,888 | 0.96 | 6,257 | 7.32 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 121,694 | 3.53 | 7,547 | 10.05 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 6,157 | -10.99 | 382 | -5.46 | ||||
2025-07-16 | 13F | Fortune Financial Advisors, LLC | 18,424 | -2.24 | 1,143 | 3.91 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 8,545 | -1.61 | 530 | 4.55 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 5,350 | 0.00 | 332 | 6.09 | ||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 6,726 | -1.02 | 417 | 5.30 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 39,038 | -1.84 | 2,421 | 4.35 | ||||
2025-08-04 | 13F | Econ Financial Services Corp | 158,983 | 7.62 | 9,860 | 14.40 | ||||
2025-07-17 | 13F | Greenleaf Trust | 2,277,767 | 0.22 | 141,267 | 6.52 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 4,333 | 0.00 | 269 | 6.35 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 121,650 | 8.29 | 7,545 | 15.09 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 71,992 | 4,465 | ||||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Tepp RIA, LLC | 23,442 | -26.41 | 1,454 | -21.80 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 32,840 | 17.05 | 2,037 | 24.37 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 360 | 0.00 | 22 | 4.76 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 1,253,707 | 0.87 | 77,755 | 7.21 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 83,922 | 49.28 | 5,205 | 58.66 | ||||
2025-08-05 | 13F | LTG Capital LLC | 217,314 | 0.21 | 13,478 | 6.51 | ||||
2025-08-12 | 13F | Drexel Morgan & Co. | 7,755 | 0.00 | 481 | 6.19 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 66 | 0.00 | 4 | 33.33 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 49,154 | 1.77 | 3,049 | 8.16 | ||||
2025-07-29 | 13F | Regions Financial Corp | 9,107,538 | 25.57 | 564,850 | 33.47 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 5,511 | 342 | ||||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 19,058 | 0.04 | 1,182 | 6.39 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 32,033 | 6.59 | 1,987 | 13.29 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 63,829 | 0.00 | 3,724 | -6.36 | ||||
2025-08-08 | 13F | Red Cedar Investment Management, Llc | 822,862 | 51,034 | ||||||
2025-08-18 | 13F | Old North State Trust, LLC | 8,171 | -85.96 | 1 | -100.00 | ||||
2025-08-13 | 13F | Invesco Ltd. | 14,018 | -4.52 | 869 | 1.52 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 63,203 | -0.32 | 3,920 | 5.95 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 12,466 | 29.83 | 773 | 38.04 | ||||
2025-08-14 | 13F | New England Asset Management Inc | 124,390 | 7.65 | 7,715 | 14.42 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 9,045 | 0.00 | 561 | 6.26 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 11,926 | -1.53 | 740 | 4.67 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 126,025 | 0.01 | 7,816 | 6.30 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 101,899 | -12.68 | 6,320 | -7.20 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 16,257 | -4.27 | 1 | |||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 253,595 | 1.57 | 15,728 | 7.96 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 135,504 | -2.47 | 8,404 | 3.68 | ||||
2025-08-05 | 13F | State Of Michigan Retirement System | 1,351,510 | -0.75 | 83,821 | 5.49 | ||||
2025-08-06 | 13F | Eukles Asset Management | 2,685 | 1.09 | 167 | 7.79 | ||||
2025-07-16 | 13F | Kooman & Associates | 14,953 | 1.96 | 927 | 8.42 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 273,701 | 1.77 | 16,975 | 8.17 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 133,639 | 2.27 | 8,288 | 8.71 | ||||
2025-07-15 | 13F | Graypoint LLC | 654,440 | -3.88 | 40,588 | 2.16 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 74,499 | 6.11 | 5 | 0.00 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 9,063 | 0.00 | 569 | 7.77 | ||||
2025-07-09 | 13F | Berkshire Bank | 30,830 | 0.00 | 1,912 | 6.34 | ||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 3,273 | 203 | ||||||
2025-07-28 | 13F | IFG Advisors, LLC | 239,078 | 22.34 | 14,828 | 30.04 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 7,433 | 15.12 | 461 | 22.34 | ||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 5,613 | -1.25 | 348 | 5.14 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 585,289 | 13.81 | 36,300 | 20.96 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 659,073 | -0.50 | 40,876 | 5.76 | ||||
2025-08-11 | 13F | Strategic Equity Management | 7,353 | -93.85 | 456 | -93.46 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 149,329 | 5.34 | 9,261 | 14.46 | ||||
2025-08-12 | 13F | Landing Point Financial Group, LLC | 172,288 | 2.33 | 10,685 | 8.76 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 15,426 | 10.53 | 957 | 17.44 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 248,815 | 2.76 | 15,431 | 9.22 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 333,349 | 859.44 | 20,674 | 919.93 | ||||
2025-08-14 | 13F | Peak Asset Management, LLC | 7,275 | 0.00 | 451 | 6.37 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 623,793 | 8.11 | 39 | 15.15 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 70,045 | -12.41 | 4,344 | -6.88 | ||||
2025-08-14 | 13F | Aristotle Capital Boston, LLC | 506 | -79.81 | 31 | -78.77 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 14,020 | -15.26 | 870 | -9.95 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 1,293,895 | 0.18 | 4,369 | 7.99 | ||||
2025-08-05 | 13F | Key FInancial Inc | 10,088 | -5.92 | 626 | 0.00 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 67,202 | -5.73 | 4,168 | 0.19 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 23,356 | -4.21 | 1,449 | 1.83 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 4,388 | -3.24 | 272 | 3.03 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 17,656 | 33.62 | 1,095 | 42.02 | ||||
2025-07-10 | 13F | Envision Financial LLC | 6,122 | 0.02 | 380 | 6.16 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 234,265 | 3.56 | 14,529 | 10.08 | ||||
2025-04-30 | 13F | Planning Directions Inc | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 318,534 | -6.94 | 18,586 | -12.85 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 803 | 3.48 | 50 | 2.08 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,635 | 0.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 790,118 | -0.43 | 49,003 | 5.84 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 9,227 | 0.32 | 572 | 6.72 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 21,684 | 40.08 | 1,345 | 39.42 | ||||
2025-06-23 | NP | AOK - iShares Core Conservative Allocation ETF | 104,225 | 3.98 | 5,931 | -8.47 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 35,693 | -4.48 | 2,214 | 1.51 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 144,189 | 6.97 | 8,943 | 13.71 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 11,066 | -0.01 | 686 | 6.36 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 87,859 | -6.94 | 5,449 | -1.07 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 4,551 | 5.79 | 282 | 12.35 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 5,270 | -4.53 | 327 | 1.24 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 57,993 | 1.90 | 3,596 | 8.28 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 26,291 | 13.72 | 1,631 | 20.83 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 13,868 | 8.69 | 860 | 15.59 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 24,298 | -7.80 | 1,507 | -2.02 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 2,617,211 | -58.12 | 162,446 | -55.45 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 47,298 | -1.53 | 2,933 | 4.68 | ||||
2025-07-16 | 13F | Randolph Co Inc | 424,919 | 0.38 | 26,353 | 6.70 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 8,975 | 0.00 | 557 | 6.31 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 14,155 | 0.64 | 878 | 6.95 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 620,416 | -9.75 | 38,478 | -4.07 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 14,204 | 0.02 | 881 | 6.28 | ||||
2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 17,333 | -66.39 | 1,041 | -67.41 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 2,035 | 0.00 | 126 | 5.88 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 98,927 | -2.64 | 6,135 | 3.49 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 16,030 | -0.56 | 994 | 5.74 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 9,844,405 | 14.99 | 610,012 | 22.13 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 67,147 | 9.99 | 4,164 | 16.90 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 67,400 | 2.17 | 4,180 | 8.60 | ||||
2025-08-08 | 13F | Trustco Bank Corp N Y | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 150,594 | 0.02 | 9,340 | 6.31 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 1,058 | 0.00 | 0 | |||||
2025-05-06 | 13F | Wilkins Investment Counsel Inc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 146,334 | 1.77 | 9,076 | 8.16 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 49,630 | 0.00 | 3,078 | 6.32 | ||||
2025-07-02 | 13F | InvesTrust | 87,693 | -3.92 | 5,439 | 2.12 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 8,128 | -5.94 | 504 | 0.00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1,892,344 | 10.63 | 117,363 | 17.58 | ||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 142,231 | 4.01 | 8,821 | 10.55 | ||||
2025-08-18 | 13F | Finward Bancorp | 29,300 | -0.15 | 1,817 | 6.13 | ||||
2025-08-13 | 13F | M&t Bank Corp | 1,573,707 | -1.93 | 97,602 | 4.24 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 13,853 | -2.03 | 879 | 21.44 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 21,886 | 18.17 | 1,357 | 25.65 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 6,917 | 0.00 | 429 | 6.20 | ||||
2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 31,090 | -89.01 | 1,928 | -88.32 | ||||
2025-07-11 | 13F | Bell Bank | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 46,534 | -5.48 | 2,886 | 0.49 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 2,385 | 0.00 | 148 | 5.76 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 84,852 | 1.45 | 5,263 | 7.83 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 6,135 | -7.67 | 358 | -13.77 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 11,879 | 0.96 | 737 | 7.29 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 5,655 | 0.19 | 351 | 6.38 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 77,647 | 1.29 | 4,816 | 7.65 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 11,943 | 2.36 | 741 | 8.82 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 13,700 | 0.09 | 850 | 6.39 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5,605 | 0.00 | 348 | 6.12 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 56,083 | -2.12 | 3,478 | 4.04 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 4,585 | -1.52 | 284 | 4.80 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 55,789 | 67.62 | 3,255 | 57.02 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 387,518 | 4.62 | 24,720 | 27.61 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 178 | 0.00 | 11 | 10.00 | ||||
2025-07-23 | 13F | Ohio National Investments, Inc. | 2,140,000 | -23.08 | 132,723 | -18.24 | ||||
2025-08-12 | 13F | Rock Creek Group, LP | 1,408 | 874 | ||||||
2025-08-14 | 13F | Fiduciary Trust Co | 1,861,265 | -1.82 | 115,436 | 4.36 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 162 | -15.18 | 10 | -9.09 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 128,189 | -4.65 | 7,950 | 1.35 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13,041 | -70.06 | 809 | -68.36 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 22,011 | -5.62 | 1,387 | 1.99 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 1,323,658 | 0.20 | 82,093 | 6.50 | ||||
2025-08-14 | 13F | Hara Capital LLC | 2,050 | 0.00 | 127 | 6.72 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 365,394 | 1.60 | 22,662 | 7.99 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 202,831 | -5.45 | 12,580 | 0.50 | ||||
2025-08-13 | 13F | Alerus Financial Na | 12,361 | 0.09 | 767 | 6.39 | ||||
2025-08-12 | 13F | Cowa, Llc | 16,014 | -0.97 | 994 | 5.30 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 393,414 | -2.07 | 24,604 | 4.97 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 2,388,327 | 2.50 | 148,483 | 9.21 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 39,174 | -4.80 | 2 | 0.00 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 566,203 | -46.18 | 35,116 | -42.79 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 22,176 | -2.45 | 1,375 | 3.70 | ||||
2025-08-12 | 13F | MAI Capital Management | 5,293,658 | 8.42 | 328,313 | 15.24 | ||||
2025-08-08 | 13F | First Western Trust Bank | 208,745 | 16.07 | 12,946 | 23.38 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 71,088 | -14.28 | 4,409 | -8.91 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 4,621 | -24.89 | 287 | -20.11 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 25,015 | -4.45 | 1,551 | 1.57 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 259,762 | -0.26 | 16,110 | 6.01 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 14,904 | -19.49 | 924 | -14.44 | ||||
2025-08-13 | 13F | Elgethun Capital Management | 2,649 | 1.30 | 164 | 7.89 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 10,593 | -12.52 | 657 | -7.08 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 6,744 | 70.39 | 433 | 92.00 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 3,255 | 202 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 8,307 | -42.59 | 1 | |||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 3,610 | 0.00 | 224 | 6.19 | ||||
2025-07-18 | 13F | Cooper Financial Group | 25,029 | -14.73 | 1,552 | -9.35 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 2,463 | 0.00 | 153 | 6.29 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 819 | 49 | ||||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 332,807 | 12.07 | 20,641 | 19.11 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 6,744 | -0.22 | 418 | 6.09 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 109,445 | 12.86 | 6,788 | 13.12 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 13,479 | -10.07 | 851 | -2.63 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 79,297 | 15.88 | 4,918 | 23.20 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 27,833 | 0.52 | 1,624 | -9.27 | ||||
2025-05-15 | 13F | Select Equity Group, L.P. | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Norden Group Llc | 9,435 | 30.52 | 585 | 38.95 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 7,824 | -1.60 | 485 | 4.75 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 30,370 | -1.42 | 1,884 | 4.79 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8,636 | -2.10 | 550 | 13.64 | ||||
2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 7,131 | -19.54 | 442 | -14.51 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 3,791 | -2.57 | 235 | 3.52 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 20,345 | 8.20 | 1,262 | 14.95 | ||||
2025-08-14 | 13F | Xponance, Inc. | 5,037 | -40.51 | 312 | -36.84 | ||||
2025-07-18 | 13F | Foundry Financial Group, Inc. | 4,500 | -88.77 | 279 | -88.07 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 17,739 | -18.00 | 1,100 | -12.84 | ||||
2025-07-10 | 13F | Park Capital Management, LLC / WI | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 9,979 | 1.51 | 619 | 7.85 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92,397 | -1.18 | 5,730 | 5.04 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 34,059 | -3.88 | 2,112 | 2.18 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 35,323 | -35.60 | 2,191 | -28.17 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 3,432 | 0.00 | 213 | 6.00 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 3,185 | 0.00 | 198 | 6.49 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 12,259 | 5.96 | 760 | 12.59 | ||||
2025-08-14 | 13F/A | Barclays Plc | 539,777 | 2.28 | 33 | 10.00 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 19,608 | -5.58 | 1,216 | 0.41 | ||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 7,121 | -33.68 | 442 | -29.55 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 184,282 | 2.82 | 11,429 | 9.28 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 124,426 | -27.88 | 7,717 | -23.35 | ||||
2025-07-17 | 13F | KWB Wealth | 23,906 | -2.17 | 1,395 | -8.41 | ||||
2025-07-16 | 13F | ORG Partners LLC | 29,556 | -10.26 | 1,855 | -3.69 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 196,221 | 27.39 | 12,170 | 35.41 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 42,260 | 7.84 | 2,621 | 14.61 | ||||
2025-07-17 | 13F | Campion Asset Management LLC | 181,528 | 7.38 | 11,258 | 14.13 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 29,367 | -27.82 | 1,821 | -23.29 | ||||
2025-07-15 | 13F | Well Done, LLC | 43,458 | 21.37 | 2,695 | 20.80 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 9,185 | 0.00 | 570 | 6.36 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3,448 | 6.42 | 201 | 0.00 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 217,207 | 9.37 | 13,471 | 16.26 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 14,799 | 12.22 | 918 | 19.25 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 53,674 | -1.67 | 3 | 0.00 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 756,141 | 10.28 | 46,896 | 17.21 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 1,496 | 0.00 | 88 | -3.33 | ||||
2025-08-12 | 13F | Watchman Group, Inc. | 118,062 | 3.22 | 7,322 | 9.73 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 9,830 | 0.00 | 610 | 6.28 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 4,755 | 0.00 | 295 | 6.14 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 258,226 | -65.77 | 16,015 | -63.61 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 5,890 | 0.00 | 365 | 6.41 | ||||
2025-07-09 | 13F | Clarus Wealth Advisors | 130,726 | 4.39 | 8,289 | 19.90 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 1,033,266 | 0.00 | 64,393 | 0.00 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 820,549 | 6.11 | 50,890 | 12.78 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 56,698 | -1.85 | 3,516 | 4.33 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 7,800 | 96.18 | 484 | 108.19 | ||||
2025-08-14 | 13F | Sentinus, LLC | 26,146 | -0.74 | 1,622 | 5.53 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 120,496 | -33.15 | 7,473 | -28.94 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 3,704 | 0.00 | 230 | 6.02 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 12,435 | -3.54 | 771 | 2.53 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 15,252 | 946 | ||||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 23,199 | 30.89 | 1 | 0.00 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 29,702 | 17.54 | 1,842 | 24.97 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 169,759 | -11.10 | 10,528 | -5.51 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 4,082 | 1.80 | 261 | 12.02 | ||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 14,268 | 1.03 | 885 | 7.28 | ||||
2025-07-25 | 13F | Sather Financial Group Inc | 72,825 | 0.00 | 4,517 | 6.28 | ||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 234,382 | 5.83 | 14,536 | 12.49 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 4,461 | -34.55 | 277 | -30.48 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 76,295 | -54.14 | 4,732 | -49.93 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Ballew Advisors, Inc | 43,053 | 4.90 | 2,746 | 23.08 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 3,680 | 0.00 | 228 | 6.54 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 8,908 | 0.00 | 552 | 6.36 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 302,236 | -7.99 | 18,745 | -2.20 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 5,587 | 8.55 | 347 | 15.72 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 147,747 | -1.07 | 9,163 | 5.16 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5,890 | 2.88 | 365 | 9.28 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 14,821,322 | -4.26 | 919,218 | 1.77 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8,824 | 12.78 | 547 | 19.96 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 13,014 | -4.73 | 807 | 1.25 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 14,963 | -7.78 | 928 | -1.90 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 86,379 | -4.43 | 5,357 | 1.59 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 3,971 | -28.84 | 246 | -82.31 | ||||
2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 | 78,000 | -12.85 | 4,838 | -7.37 | ||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | Collier Financial | 2,256 | 76.66 | 132 | 65.82 | ||||
2025-08-14 | 13F | Graney & King, LLC | 1,020 | 1.19 | 63 | 8.62 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 7,044,601 | 0.74 | 434,440 | 6.47 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 435 | 0.00 | 27 | 4.00 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 6,095 | 0.86 | 378 | 7.10 | ||||
2025-07-08 | 13F | Little House Capital Llc | 198,364 | 1.31 | 12,303 | 7.69 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 6,137 | -6.25 | 381 | -0.26 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 467,090 | -0.30 | 28,969 | 5.97 | ||||
2025-07-31 | 13F | City State Bank | 8,555 | -0.29 | 531 | 6.00 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 3,453 | 214 | ||||||
2025-07-09 | 13F | GSG Advisors LLC | 4,185 | 0.31 | 260 | 11.16 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 18,293 | 8.56 | 1,135 | 15.36 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 529,806 | -2.17 | 32,859 | 3.98 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 4,740 | -1.37 | 294 | 4.64 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 148,566 | 7.39 | 9,214 | 14.15 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 58,709 | 3,641 | ||||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 32,250 | 0.00 | 2,000 | 6.33 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 26,815 | 1.19 | 1,663 | 7.57 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 4,317 | 4.48 | 268 | 10.79 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 1,130 | 0.00 | 0 | |||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 83,418 | -9.87 | 5,174 | -4.20 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 10,521 | -18.11 | 653 | -12.95 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 629,522 | 3.82 | 39,043 | 10.35 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 227,122 | -1.33 | 14,086 | 4.88 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 15,115 | -8.65 | 937 | -2.90 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 179,914 | -7.63 | 11,158 | -1.82 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1,361 | 0.00 | 84 | 6.33 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 237,252 | 2.61 | 14,714 | 9.07 | ||||
2025-08-11 | 13F | Pollock Investment Advisors, LLC | 6,175 | 0.00 | 383 | 6.11 | ||||
2025-05-14 | 13F | Spears Abacus Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Secure Asset Management, LLC | 26,063 | 356.84 | 1,616 | 386.75 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4,691 | 2.85 | 291 | 9.02 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,480,098 | 153,816 | ||||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 38,889 | -0.17 | 2,412 | 6.07 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 19,889 | 4.73 | 1,234 | 11.28 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 120,743 | -0.24 | 7,488 | 6.03 | ||||
2025-08-05 | 13F | K.J. Harrison & Partners Inc | 28,000 | 12.45 | 1,737 | 19.56 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 502,767 | -27.76 | 31,182 | -25.36 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 18,608 | 20.13 | 1,154 | 27.80 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 873,652 | 0.85 | 54,184 | 7.20 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 3,925 | 0.00 | 243 | 6.11 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 15,654 | 4.49 | 971 | 10.98 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 16,103 | -0.98 | 999 | 5.27 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 16,207 | -17.48 | 1,005 | -12.30 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 190,832 | 0.38 | 11,835 | 6.69 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 484,786 | -5.77 | 30,066 | 0.16 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 627,190 | 0.14 | 38,898 | 6.44 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 127,612 | -2.24 | 7,915 | 3.91 | ||||
2025-08-13 | 13F | F/M Investments LLC | 7,025 | -41.14 | 436 | -37.50 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 940,102 | -4.69 | 58,305 | 1.31 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Wealth Group Ltd | 43,932 | -6.06 | 2,725 | -0.15 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 141,859 | 0.76 | 8,860 | 7.03 | ||||
2025-08-06 | 13F | Prodigy Asset Management LLC | 6,420 | 0.00 | 398 | 6.42 | ||||
2025-05-07 | 13F | Seneschal Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Wealthquest Corp | 763,065 | 4.81 | 47,325 | 11.40 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 24,028 | 3.58 | 1,490 | 10.13 | ||||
2025-08-11 | 13F | Factorial Partners, Llc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 65,183 | 75.93 | 4,043 | 87.04 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 3,340 | 207 | ||||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 548,316 | 4.88 | 34,006 | 11.48 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 5 | 0.00 | 0 | |||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 35,646 | -0.58 | 2,211 | 5.64 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 20,377 | 8.28 | 1,264 | 15.12 | ||||
2025-08-11 | 13F | Covestor Ltd | 381 | 220.17 | 0 | |||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 667,558 | -23.35 | 41,402 | -18.53 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 139,139 | 24.30 | 8,629 | 32.12 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 814,600 | -14.52 | 50,522 | -9.15 | ||||
2025-07-18 | 13F | TABR Capital Management, LLC | 4,150 | 0.31 | 257 | 6.64 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 136,934 | -0.24 | 8,493 | 6.03 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 606,403 | -1.30 | 37,609 | 4.91 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 41,362 | -0.75 | 2,565 | 5.51 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 152 | 0.00 | 9 | 12.50 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 35,478 | -0.28 | 2,200 | 5.97 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 70,937 | 1.30 | 4 | 0.00 | ||||
2025-07-16 | 13F | Augustine Asset Management Inc | 8,010 | 0.00 | 497 | 6.21 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 5,155 | 6.55 | 320 | 13.12 | ||||
2025-08-13 | 13F | JT Stratford LLC | 7,013 | 2.71 | 435 | 9.05 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 3,275 | -21.84 | 203 | -16.80 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 4,300 | 0.00 | 267 | 6.40 | ||||
2025-05-14 | 13F | Corebridge Financial, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 35,797 | 8.14 | 2,089 | 1.26 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 132,963 | 19.11 | 8,246 | 26.61 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 5,913 | -13.82 | 367 | -8.50 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 76,084 | -1.67 | 4,719 | 4.50 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 4,535 | -14.84 | 265 | -20.24 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 5,448 | 338 | ||||||
2025-08-06 | 13F | New Millennium Group LLC | 312 | -22.39 | 19 | -17.39 | ||||
2025-08-14 | 13F | STAR Financial Bank | 76,861 | -9.19 | 4,767 | -3.48 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 9,774 | 0.04 | 606 | 6.32 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 552,556 | 0.59 | 34,270 | 6.92 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 2,135,947 | -4.67 | 132,471 | 1.33 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3,740 | 415.86 | 232 | 450.00 | ||||
2025-07-29 | 13F | TFC Financial Management | 5,036 | -14.56 | 312 | -9.04 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 222,819 | -1.57 | 13,819 | 4.62 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 5,065 | -25.68 | 314 | -20.91 | ||||
2025-07-08 | 13F | Lpwm Llc | 14,279 | 33.71 | 886 | 42.05 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 12,642 | -3.77 | 784 | 2.35 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 23,058 | 858.75 | 1,430 | 921.43 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 5,899 | 1.83 | 366 | 7.99 | ||||
2025-08-08 | 13F | Bailard, Inc. | 461,726 | 6.23 | 28,636 | 12.92 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 290,823 | 10.74 | 18,365 | 19.85 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 42,212 | -3.66 | 2,618 | 2.39 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,207,705 | -26.68 | 74,902 | -22.07 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 8,796 | 0.08 | 546 | 6.45 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 3,955 | 0.00 | 245 | 6.52 | ||||
2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 4,764 | 0.00 | 295 | 6.50 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 111,090 | 13.39 | 6,890 | 12.86 | ||||
2025-04-17 | 13F | Avid Wealth Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | United Bank | 75,964 | 3.35 | 4,711 | 9.86 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 29,149 | -1.12 | 1,808 | 5.06 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 9,220 | -3.68 | 572 | 2.33 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 359,171 | -0.11 | 22,276 | 6.17 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 3,057 | 0.00 | 190 | 6.18 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 94,282 | -0.51 | 5,847 | 5.77 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 230 | -27.44 | 14 | -22.22 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 314,947 | 5.81 | 19,533 | 12.47 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 88,139 | 0.31 | 5,466 | 6.63 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 17,040 | 1 | ||||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 18,053 | 2.27 | 1,120 | 8.64 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 22,196 | -1.91 | 1,377 | 4.24 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 25,581,794 | 3.22 | 1,586,583 | 9.71 | ||||
2025-07-17 | 13F | Chicago Capital, LLC | 8,703 | 14.30 | 540 | 21.40 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 334,802 | 7.17 | 21 | 11.11 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 13,294 | -0.53 | 825 | 5.78 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 4,881 | -35.20 | 303 | -31.21 | ||||
2025-08-13 | 13F | American Money Management, LLC | 10,244 | 0.13 | 635 | 6.54 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Acorns Advisers, LLC | 12,540,574 | 12.13 | 778 | 19.17 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) | 17,673 | 36.68 | 1,096 | 45.36 | ||||
2025-07-08 | 13F | Partnership Wealth Management, LLC | 168,794 | -2.32 | 10,469 | 3.83 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 82,449 | 2.75 | 5,113 | 9.21 | ||||
2025-08-14 | 13F | Dagco, Inc. | 10,487 | 0.02 | 650 | 6.38 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 468,694 | -3.31 | 29,068 | 2.77 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 6,645 | -1.12 | 412 | 5.10 | ||||
2025-07-24 | 13F | Acima Private Wealth, Llc | 282,928 | 9.06 | 17,547 | 15.92 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 59,835 | -3.64 | 3,711 | 2.40 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 10,805 | -21.59 | 670 | -16.67 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 46,520 | 9 | ||||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 310,129 | 0.00 | 19,473 | 7.04 | ||||
2025-07-23 | 13F | Mullooly Asset Management, Inc. | 398,900 | 1.55 | 24,740 | 7.94 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 1,168,387 | 3.04 | 72,463 | 9.52 | ||||
2025-07-23 | 13F | Cfm Wealth Partners Llc | 8,115 | 0.28 | 503 | 6.57 | ||||
2025-07-31 | 13F | Future You Wealth Llc | 14,228 | 24.03 | 882 | 31.84 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10,785 | -0.07 | 669 | 6.20 | ||||
2025-07-09 | 13F | Epiq Partners, Llc | 3,575 | 0.00 | 222 | 6.25 | ||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 4,478 | -11.50 | 261 | -17.46 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 32,880 | 19.46 | 2,039 | 26.96 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 141,835 | 2.47 | 8,797 | 8.92 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 499,581 | -0.81 | 30,984 | 5.43 | ||||
2025-08-13 | 13F | Independent Family Office, LLC | 29,690 | 0.00 | 1,841 | 6.29 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 26,082 | 8.65 | 1,618 | 15.50 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 3,760 | 0.00 | 233 | 6.39 | ||||
2025-08-12 | 13F | Sierra Summit Advisors Llc | 8,950 | 0.00 | 555 | 6.32 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 57,978 | -9.27 | 3,596 | -3.57 | ||||
2025-07-23 | 13F | SGL Investment Advisors, Inc. | 10,411 | 7.25 | 660 | 15.38 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5,062 | -0.69 | 314 | 5.39 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 826,582 | 1.51 | 51,265 | 7.90 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 32,374 | 1.07 | 2,053 | 15.34 | ||||
2025-07-11 | 13F | Thomasville National Bank | 16,726 | 34.42 | 1,037 | 42.84 | ||||
2025-08-12 | 13F | Beaton Management Co. Inc. | 4,530 | 0.00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 485,256 | 56.67 | 30,096 | 66.53 | ||||
2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 31,574 | -60.37 | 1,896 | -61.55 | ||||
2025-08-14 | 13F | FIL Ltd | 932,456 | -63.32 | 57,831 | -61.01 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 6,030 | -22.11 | 374 | -17.29 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 5,541 | -2.03 | 344 | 3.94 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 221,937 | 4.28 | 13,765 | 10.83 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 24,487 | 0.51 | 1,519 | 6.83 | ||||
2025-08-12 | 13F | Argent Trust Co | 359,658 | -0.48 | 22,306 | 5.78 | ||||
2025-07-09 | 13F | Divergent Planning, LLC | 146,334 | 9,076 | ||||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 68,804 | -42.82 | 4,267 | -39.23 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 9,346 | -18.72 | 580 | -13.58 | ||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 262 | 16 | ||||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 2,057,875 | 3.10 | 127,629 | 9.58 | ||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 5,436 | 0.00 | 337 | 6.31 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 6,218 | 70.82 | 386 | 81.60 | ||||
2025-07-30 | 13F | Sentry LLC | 4,575 | 0.00 | 284 | 6.39 | ||||
2025-07-31 | 13F | New Hampshire Trust | 135,004 | -0.94 | 8,373 | 5.29 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 420 | 0.00 | 26 | 8.33 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 6,365 | -0.90 | 395 | 5.35 | ||||
2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 10,429 | -21.52 | 647 | -16.65 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4,537 | 0.40 | 281 | 6.84 | ||||
2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 199,542 | 0.49 | 12,376 | 6.81 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 202,746 | -1.53 | 12,574 | 4.67 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 695 | -94.55 | 43 | -94.21 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 1,574,000 | -1.13 | 97,619 | 5.09 | ||||
2025-07-16 | 13F | FORM Wealth Advisors, LLC | 708,892 | 11.06 | 43,966 | 18.05 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 6,279 | -8.52 | 389 | -2.75 | ||||
2025-07-28 | 13F | Ckw Financial Group | 856,853 | 0.80 | 54 | 8.16 | ||||
2025-07-21 | 13F | Cape Ann Savings Bank | 257,478 | -2.64 | 15,969 | 3.48 | ||||
2025-07-22 | 13F | Peoples Bank /oh | 135,538 | -7.15 | 8,406 | -1.30 | ||||
2025-07-31 | 13F | Lazard Freres Gestion S.A.S. | 0 | -100.00 | 1 | |||||
2025-07-22 | 13F | Iowa State Bank | 374,598 | -0.47 | 23,233 | 5.79 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 3,274 | 203 | ||||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial | 121,072 | 122.35 | 7,509 | 136.32 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 180 | 0.00 | 11 | 10.00 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 131,979 | 0.70 | 8,185 | 7.04 | ||||
2025-07-07 | 13F | Trust Co | 1,790 | -18.64 | 111 | -13.28 | ||||
2025-08-06 | 13F | Simmons Bank | 279,215 | -3.25 | 17,317 | 2.84 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 16,521 | -0.94 | 1,025 | 5.24 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 26,216 | 18.23 | 1,626 | 25.68 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 4,905 | 0.00 | 304 | 6.29 | ||||
2025-08-14 | 13F | Clg Llc | 13,304 | -29.95 | 825 | -25.54 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 7,533 | -13.18 | 467 | -7.71 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 8,369 | 3.69 | 526 | 14.35 | ||||
2025-05-05 | 13F | Arcadia Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,331 | 83 | ||||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 105 | 7 | ||||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 175,680 | 5.08 | 10,987 | 12.63 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 85,207 | 3.79 | 5,452 | 22.16 | ||||
2025-08-05 | 13F | RiverGlades Family Offices LLC | 168,312 | 1.02 | 10,439 | 7.38 | ||||
2025-08-13 | 13F | Capital Fund Management S.a. | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-01 | 13F | Gwn Securities Inc. | 14,335 | -81.70 | 892 | -80.89 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 30,000 | -9.09 | 1,861 | -3.38 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | BSW Wealth Partners | 76,898 | -3.72 | 4,769 | 2.34 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 8,458 | 4.55 | 525 | 11.02 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 4,976 | 37.76 | 309 | 46.67 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 4,421 | 274 | ||||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3,109,469 | -2.37 | 192,849 | 3.77 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 24,192 | 1,500 | ||||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 9,830 | 62.88 | 610 | 73.01 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 17,360 | 1.37 | 1,077 | 7.71 | ||||
2025-08-07 | 13F | Allworth Financial LP | 600,038 | -0.21 | 37,214 | 8.87 | ||||
2025-08-14 | 13F | First Manhattan Co | 19,913 | 92.45 | 1,235 | 104.81 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 193,277 | -2.15 | 11,987 | 4.01 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 34,507 | -0.13 | 2,140 | 6.15 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 343,568 | 21,308 | ||||||
2025-08-12 | 13F | Choate Investment Advisors | 185,187 | 3.83 | 11,485 | 10.36 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 12,788 | 0.07 | 793 | 6.44 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 43,106 | 2,673 | ||||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 17,625 | 0.00 | 1,093 | 6.32 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 92,228 | -1.95 | 5,720 | 4.21 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2,609 | -32.22 | 162 | -28.12 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 15,179 | 0.00 | 941 | 6.33 | ||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 5,764 | 1.03 | 357 | 7.53 | ||||
2025-08-27 | NP | ACALX - Advisors Capital Active All Cap Fund | 163,100 | 18.53 | 10,115 | 26.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 716,177 | -28.93 | 44 | -24.14 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 29,545 | 3.43 | 1,832 | 9.96 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 8,827 | 18.23 | 547 | 25.75 | ||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 32,937 | 1.17 | 2,043 | 7.53 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 14,549 | 1.83 | 902 | 8.28 | ||||
2025-08-08 | 13F | Brogan Financial, Inc. | 3,448 | 0.29 | 214 | 6.50 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 314,681 | -26.54 | 19,834 | -20.64 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 316,694 | 2.55 | 19,641 | 9.00 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 200 | 0.00 | 12 | 9.09 | ||||
2025-08-12 | 13F | Farmers National Bank | 9,693 | -0.51 | 601 | 5.81 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 5,101 | 316 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 40,250 | 8.53 | 2,496 | 15.66 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 10,948 | 75.62 | 679 | 86.78 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 138,034 | 820.23 | 9 | |||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 39,840 | -7.59 | 2,471 | -1.79 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 6,860 | 0.00 | 425 | 6.25 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 11,155 | -22.80 | 692 | -18.03 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 42,700 | 33.02 | 2,648 | 41.38 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 12,748 | -1.59 | 791 | 4.64 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 65,975 | -3.51 | 4,092 | 2.56 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 149,438 | 3.09 | 9,437 | 10.97 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 617 | 38 | ||||||
2025-08-05 | 13F | Hi-Line Capital Management, LLC | 108,834 | 17.21 | 6,750 | 24.59 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 299,143 | 0.74 | 18,553 | 7.08 | ||||
2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 6,573 | 0.00 | 408 | 6.27 | ||||
2025-07-17 | 13F | Clean Yield Group | 0 | 0 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 679,166 | -50.54 | 42,122 | -47.43 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 662,339 | -9.60 | 41,078 | -3.91 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 58,665 | -1.83 | 3,638 | 4.36 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 3,634 | -21.56 | 225 | -16.67 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 322,976 | 6.02 | 20,031 | 12.69 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 4,955 | 0.00 | 289 | -6.17 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,574 | -24.36 | 98 | -19.83 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 141 | 464.00 | 9 | 700.00 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 2,420 | 0.00 | 150 | 6.38 | ||||
2025-07-16 | 13F | Old Port Advisors | 16,090 | 4.41 | 998 | 10.90 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Rhumbline Advisers | 113,715 | -49.96 | 7,053 | -46.82 | ||||
2025-08-11 | 13F | Eq Llc | 9,850 | 0.00 | 611 | 6.27 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 1,658 | 0.00 | 103 | 6.25 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 24,875 | -9.05 | 1,413 | -17.14 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 25,886 | -45.96 | 1,605 | -42.58 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 23,854 | 4.84 | 1,479 | 11.45 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 9,041,121 | -0.85 | 560,731 | 5.39 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 131,563 | -5.19 | 8,160 | 0.77 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 17,649 | -0.09 | 1,095 | 6.21 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 3,900 | 0.26 | 242 | 6.17 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 8,028 | 71.36 | 498 | 82.05 | ||||
2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 145,779 | -3.96 | 9,041 | 2.08 | ||||
2025-08-12 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 65,945 | 3.94 | 4,090 | 10.45 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 264,304 | -60.81 | 16,601 | -57.82 | ||||
2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 8,267 | -0.96 | 513 | 5.13 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 41,669 | -6.15 | 2,584 | -0.23 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 13,683 | 12.22 | 849 | 19.27 | ||||
2025-08-08 | 13F | Nixon Peabody Trust Co | 3,442 | -10.29 | 213 | -4.48 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 2,000 | 124 | |||||
2025-07-17 | 13F | Olympus Wealth Management, Llc | 215,861 | 25.02 | 13,388 | 32.87 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 67,880,608 | -2.27 | 4,209,955 | 3.88 | ||||
2025-07-30 | 13F | First Interstate Bank | 1,496,608 | 1.15 | 92,820 | 7.52 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 3,476 | -3.26 | 216 | 2.87 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 7,344 | 8.35 | 455 | 15.19 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 43,732 | -8.30 | 3 | 0.00 | ||||
2025-08-13 | 13F | Granite Investment Partners, LLC | 4,555 | 0.00 | 283 | 6.42 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 32,213 | -1.15 | 1,998 | 5.05 | ||||
2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Ipswich Investment Management Co., Inc. | 15,060 | -0.23 | 934 | 6.14 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 41,969 | -2.95 | 2,603 | 3.13 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 1,595 | 33.47 | 99 | 42.03 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 221,908 | 1.60 | 14 | 8.33 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,407 | -0.28 | 832 | 6.27 | ||||
2025-08-07 | 13F | Meridian Financial Partners LLC | 6,435 | -1.53 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 498,748 | 31.76 | 30,932 | 40.05 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 8,600 | 3.61 | 533 | 10.12 | |||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 262,100 | 0.08 | 16,255 | 6.37 | |||
2025-08-11 | 13F | Regal Investment Advisors LLC | 108,523 | 7.43 | 6,731 | 14.18 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 3,713 | -1.14 | 230 | 5.02 | ||||
2025-07-25 | 13F | Cypress Capital Group | 17,642 | -1.67 | 1,094 | 4.59 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 134,142 | 10.83 | 8,319 | 17.80 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 4,190 | 0.00 | 260 | 1.97 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 71,042 | 1.85 | 4,406 | 8.26 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 15,945 | 2.57 | 989 | 8.93 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 11,163 | 6.12 | 692 | 12.89 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 6,736 | 0.00 | 418 | 6.11 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 18,270 | -2.59 | 1,133 | 3.56 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 7,855 | -1.69 | 487 | 4.51 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 119,907 | 5.26 | 7,437 | 11.87 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 12,302 | 1.85 | 763 | 8.24 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 2,574,014 | -3.46 | 159,640 | 2.61 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 32,735 | -1.77 | 2,030 | 4.42 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 6,610 | 1.54 | 0 | |||||
2025-07-10 | 13F | Brady Family Wealth, Llc | 38,181 | -0.19 | 2,368 | 6.05 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 17,187 | -5.36 | 1,066 | 0.57 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 12,305 | 53.91 | 764 | 78.09 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 126,013 | -20.68 | 7,815 | -15.69 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 469,895 | -3.27 | 29,143 | 2.81 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 1,282 | -98.25 | 0 | -100.00 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 3,835 | 0.00 | 224 | -6.30 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 5,520 | 0.00 | 321 | -0.31 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 3,743 | 232 | ||||||
2025-07-15 | 13F | Lynch & Associates/in | 304,495 | 1.89 | 18,885 | 8.29 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 640,753 | -0.26 | 39,740 | 6.01 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 62,400 | 101.94 | 3,870 | 114.64 | |||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 208,026 | -2.74 | 12,902 | 3.37 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 33,308 | 411.64 | 2,066 | 444.85 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 155,566 | -9.31 | 9,648 | -3.61 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 271,300 | 50.72 | 16,826 | 60.20 | |||
2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 164,835 | -10.98 | 10,223 | -5.38 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 12,261 | -2.17 | 760 | 3.97 | ||||
2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 17,777 | -16.93 | 1,037 | -22.21 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 6,055 | -6.02 | 376 | 0.00 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 70,455 | -0.48 | 4,370 | 5.79 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 19,383 | -50.71 | 1,202 | -47.60 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 24,719 | -3.87 | 1,533 | 2.20 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 750 | 0.00 | 47 | 6.98 | ||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 30,507 | -9.53 | 1,944 | -5.54 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 10,191 | -14.10 | 632 | -8.67 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 1,835 | -5.75 | 114 | 0.00 | ||||
2025-07-23 | NP | VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W | 33,149 | 92.67 | 1,990 | 87.03 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 71,231 | -6.76 | 4,418 | -0.90 | ||||
2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 6,335 | 0.00 | 393 | 6.23 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 32,934 | -3.36 | 2,043 | 2.72 | ||||
2025-08-13 | 13F | Options Solutions, Llc | 5,000 | 0.00 | 310 | 6.53 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 63,587 | 3,944 | ||||||
2025-08-14 | 13F | Harmony Asset Management Llc | 25,903 | -7.75 | 1,607 | -1.95 | ||||
2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 13,565 | 0.00 | 841 | 6.32 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Eight 31 Financial Llc | 10,070 | 0.34 | 625 | 6.67 | ||||
2025-07-10 | 13F | Sky Investment Group LLC | 4,120 | 5.29 | ||||||
2025-07-31 | 13F | Optimum Investment Advisors | 4,585 | -6.14 | 284 | -0.35 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 27,994 | -9.43 | 2 | 0.00 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 15,412,835 | 1.66 | 955,904 | 2.52 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 139,777 | 2.19 | 8,669 | 8.61 | ||||
2025-08-14 | 13F | Millennium Management Llc | 39,918 | -3.91 | 2,476 | 2.15 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 4,386 | 7.42 | 272 | 14.29 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 37,666 | 165.89 | 2,336 | 182.81 | ||||
2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 25,934 | -19.21 | 1,476 | -28.92 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3,238 | 201 | ||||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 835,714 | -1.65 | 51,831 | 4.54 | ||||
2025-08-14 | 13F | Nepc Llc | 74,989 | 0.00 | 4,651 | 6.29 | ||||
2025-08-13 | 13F | Philadelphia Trust Co | 32,590 | 0.00 | 2 | 100.00 | ||||
2025-08-12 | 13F | Legal & General Group Plc | 36,728 | 74.07 | 2,278 | 85.05 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 34,273 | -3.52 | 2,126 | 2.56 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 86,918 | 5.70 | 5,391 | 12.34 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 17,129 | -11.62 | 1,062 | -6.02 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 77,399 | -4.59 | 4,800 | 1.42 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 13,700 | 8.81 | 850 | 15.67 | ||||
2025-05-14 | 13F | Douglass Winthrop Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 696,158 | 1.04 | 43,176 | 7.39 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Inlet Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 265 | -17.19 | 16 | -11.11 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 220 | 0.00 | 14 | 8.33 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 6,794 | -0.34 | 421 | 6.05 | ||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 139,825 | -6.93 | 8,919 | 1.75 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 8,278 | -0.59 | 513 | 5.77 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 126,436 | -8.59 | 7,842 | -2.84 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 56,102 | 0.61 | 3,559 | 16.12 | ||||
2025-08-11 | 13F | WPWealth LLP | 4,679 | -25.06 | 290 | -20.33 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 57,321 | 0.58 | 3,555 | 6.92 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 241,078 | 8.25 | 14,952 | 15.06 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 1,807,885 | -4.73 | 112,125 | 1.26 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 7,371 | 457 | ||||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 1,552,763 | -40.20 | 96,302 | -36.44 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 3,756 | 4.16 | 233 | 10.48 | ||||
2025-08-12 | 13F | Haverford Financial Services, Inc. | 8,000 | 0.00 | 496 | 6.44 | ||||
2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 152,220 | -8.47 | 9,441 | -2.72 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 90 | 0.00 | 6 | 0.00 | ||||
2025-07-30 | 13F | Demars Financial Group, LLC | 14,306 | -98.35 | 887 | 6,235.71 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 3,674 | -48.46 | 228 | -45.30 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB | 195,370 | 0.00 | 12,117 | 6.29 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 70,351 | -1.31 | 4,363 | 4.91 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 28,927 | -9.82 | 1,794 | -4.12 | ||||
2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | HFR Wealth Management, LLC | 4,936 | 0.00 | 306 | 6.25 | ||||
2025-04-29 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Convergence Financial, LLC | 71,903 | -3.51 | 4,459 | 2.55 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 9,352 | 7.95 | 580 | 14.65 | ||||
2025-04-28 | 13F | Buffington Mohr McNeal | 41,081 | 6.67 | 2,397 | -0.08 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 58,875 | -94.30 | 3,651 | -93.94 | ||||
2025-08-14 | 13F | UBS Group AG | 22,366,581 | -3.21 | 1,387,175 | 2.88 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 5,026 | 43.97 | 312 | 53.20 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 81,746 | 10.83 | 5,070 | 17.80 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 6,766 | -15.59 | 420 | -10.28 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 32,595 | 2,022 | ||||||
2025-07-14 | 13F | Chris Bulman Inc | 4,214 | 0.00 | 261 | 6.53 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 35,125 | 12.07 | 2,178 | 19.15 | ||||
2025-08-07 | 13F | Commerce Bank | 169,978 | -3.14 | 10,542 | 2.96 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 46,075 | -21.67 | 2,858 | -16.75 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 4,831 | -0.66 | 300 | 5.65 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 16,122 | -5.97 | 1,000 | -3.66 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 6,163 | 0.00 | 382 | 6.41 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 25,612 | -5.50 | 1,588 | 0.44 | ||||
2025-07-31 | 13F | United Community Bank | 65,332 | -2.80 | 4,052 | 3.29 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 951,472 | -2.32 | 59,010 | 3.82 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 31,355 | -38.58 | 1,945 | -34.72 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 3,345 | 20.11 | 0 | |||||
2025-07-17 | 13F | ERn Financial, LLC | 39,743 | -0.40 | 2,465 | 5.84 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 7,351 | -25.75 | 456 | -21.14 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 55,422 | 2.71 | 3,437 | 9.18 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 262 | -46.86 | 16 | -42.86 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,345,325 | -4.65 | 145,480 | 1.35 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 22,597 | -71.31 | 1,401 | -69.51 | ||||
2025-08-14 | 13F | LM Advisors LLC | 9,455 | -7.35 | 1 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 50,077,411 | -0.27 | 3,105,801 | 6.01 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 7,419 | -4.93 | 0 | |||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 72,090 | -3.58 | 4,471 | 2.50 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 38,086 | -2.54 | 2,362 | 3.60 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 7,692 | 5.31 | 477 | 11.97 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 99,667 | -5.16 | 6,181 | 0.82 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 12,729 | -2.82 | 789 | 3.27 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,412 | -19.95 | 88 | -14.71 | ||||
2025-08-08 | 13F | Parker Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Moller Financial Services | 67,205 | 5.25 | 4,168 | 11.89 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 45,536 | 3.48 | 2,824 | 10.01 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 4,575 | 8.93 | 284 | 15.51 | ||||
2025-07-10 | 13F | Pachira Investments Inc. | 174,571 | -4.63 | 10,827 | 1.60 | ||||
2025-07-10 | 13F | Ryan Investment Management, Inc. | 355 | 22 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 133,925 | 10.62 | 8,619 | 25.81 | ||||
2025-08-13 | 13F | MetLife Investment Management, LLC | 132,000 | -0.83 | 8,187 | 5.41 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 279,893 | -19.43 | 17,359 | -14.36 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 5,284 | 3.81 | 328 | 10.10 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 163,405 | 8.10 | 10,134 | 14.90 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,004,429 | 1.55 | 62,295 | 7.95 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 36,672 | 4.90 | 2,274 | 11.53 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 11,695 | 0.00 | 725 | 6.30 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 65,682 | 1.80 | 4,074 | 8.21 | ||||
2025-08-15 | 13F | Kestra Investment Management, LLC | 288 | 0.00 | 17 | 0.00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 82,294 | -7.45 | 5,104 | -7.89 | ||||
2025-08-04 | 13F | Spire Wealth Management | 152,841 | -23.11 | 9,292 | -19.88 | ||||
2025-08-11 | 13F | Midwest Professional Planners, LTD. | 80,667 | -0.14 | 5,003 | 6.13 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 17,457 | -92.89 | 1,096 | -92.35 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 371,554 | -3.69 | 23,564 | 4.66 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 76,843 | -8.70 | 4,766 | -2.97 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 55,908 | -80.03 | 3,467 | -78.78 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 284,300 | 25.72 | 17,632 | 33.64 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 7,037 | 0.29 | 436 | 6.60 | ||||
2025-07-22 | 13F | Fishman Jay A Ltd/mi | 10,000 | -16.67 | 620 | -11.43 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 33,162 | 9.12 | 2,057 | 15.96 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 7,823 | -1.45 | 485 | 4.75 | ||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 8,997 | 0.14 | 558 | 6.30 | ||||
2025-04-22 | 13F | Country Trust Bank | 122 | 0.00 | 8 | 0.00 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 115,940 | 1.63 | 7,191 | 8.02 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 3,276 | -26.70 | 0 | |||||
2025-08-14 | 13F | Destination Wealth Management | 1,027,417 | 2.11 | 63,720 | 8.53 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 154,272 | -7.03 | 9,568 | -1.19 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 29,638 | 0.77 | 1,838 | 7.11 | ||||
2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 32,943 | -51.74 | 2,069 | -48.05 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 3,021 | 0.00 | 187 | 6.25 | ||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 98,222 | 42.85 | 6,093 | 51.83 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 57,081 | 30.39 | 3,540 | 38.61 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4,761 | 58.17 | 295 | 68.57 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 13,740 | 0.00 | 852 | 6.37 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 48,725 | 18.06 | 3,022 | 25.46 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 32,841 | -1.61 | 2,037 | 4.57 | ||||
2025-08-14 | 13F | Tripletail Wealth Management, LLC | 4,730 | 295 | ||||||
2025-08-05 | 13F | Access Investment Management LLC | 675 | 42 | ||||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 21,098 | -14.50 | 1,309 | -9.10 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 77,264 | -0.72 | 4,792 | 5.51 | ||||
2025-07-21 | 13F | Quattro Financial Advisors Llc | 96,119 | -6.26 | 5,961 | -0.37 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 26,409 | -2.68 | 1,638 | 3.41 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 405 | -27.03 | 25 | -21.87 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 5,925 | -4.05 | 367 | 1.94 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 85,510 | 5,303 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1,729,458 | 8.41 | 107,261 | 15.23 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 6,767 | -28.57 | 420 | -24.09 | ||||
2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 5,245 | 0.13 | 338 | 17.42 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 109,933 | -9.37 | 6,818 | -3.66 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 7,370 | 0.00 | 457 | 6.28 | ||||
2025-08-07 | 13F | W Advisors, Llc | 5,931 | 0.00 | 368 | 6.07 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,629,957 | 4.55 | 224,849 | 11.13 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 160,599 | 44.30 | 9,960 | 53.37 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 695 | 0.00 | 43 | 7.50 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 81,360 | 5.42 | 5,047 | 12.06 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 8,755 | 0.00 | 543 | 6.27 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 58 | 0.00 | 4 | 0.00 | ||||
2025-07-31 | 13F | CNB Bank | 3,595 | 0.00 | 223 | 6.22 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 7,295 | 0.27 | 452 | 6.60 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 11,155 | -16.66 | 692 | -11.52 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 20,965 | -0.40 | 1,300 | 5.86 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 41,175 | 51.41 | 2,554 | 60.97 | ||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Altus Wealth Management, LLC | 347,210 | -0.60 | 21,534 | 5.65 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 71,504 | -0.36 | 4,435 | 5.90 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 725,169 | -4.48 | 44,975 | 1.53 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 44,833 | 2,781 | ||||||
2025-08-14 | 13F | Rock Point Advisors, LLC | 3,492 | 217 | ||||||
2025-07-23 | 13F | Sachetta, LLC | 47,326 | -20.06 | 2,935 | -15.03 | ||||
2025-08-05 | 13F | Huntington National Bank | 271,238 | 4.41 | ||||||
2025-04-14 | 13F | Wynn Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 2,114,781 | -6.31 | 131,159 | -0.42 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 3,563 | 0.03 | 221 | 6.28 | ||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 1,358,103 | -1.25 | 84,230 | 4.96 | ||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 78,160 | 0.00 | 4,847 | 6.32 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 9,834 | -24.21 | 620 | -18.23 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 22,752 | 10.82 | 1,411 | 17.88 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 18,756 | 103.25 | 1,163 | 116.17 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 5,337 | 17.22 | 331 | 24.91 | ||||
2025-04-28 | 13F | Sterling Group Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 5,212,331 | 2.22 | 323,269 | 8.65 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 33,869 | -2.64 | 2,101 | 3.50 | ||||
2025-05-06 | 13F | Black Swift Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Windsor Advisory Group, LLC | 575 | 36 | ||||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 3,640 | 0.00 | 226 | 6.13 | ||||
2025-07-30 | 13F | Dupont Capital Management Corp | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | DDD Partners, LLC | 7,148 | 0.03 | 443 | 6.49 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 10,336 | 1.33 | 641 | 7.73 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 554,578 | -2.16 | 34,395 | 4.00 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 5,920 | -1.38 | 367 | 4.86 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 2,740,978 | 2.41 | 169,995 | 8.85 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 26,883,799 | 49.51 | 1,667,333 | 58.91 | ||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 3,946 | -6.82 | 245 | -1.21 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 40,835 | 0.58 | 2,533 | 6.93 | ||||
2025-04-11 | 13F | Davis Capital Management | 465 | 0.00 | 27 | -3.57 | ||||
2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Victory Financial Group, Llc | 10,914 | -23.14 | 677 | -18.36 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 352,929 | 5.17 | 21,889 | 11.79 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 230 | 0.00 | 14 | 7.69 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 8,441 | 537 | ||||||
2025-08-13 | 13F | Collar Capital Management, LLC | 8,125 | 0.00 | 504 | 6.12 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 1,095 | 68 | ||||||
2025-08-12 | 13F | Clearbridge Investments, LLC | 11,755 | 1.29 | 729 | 7.68 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 12,417 | -73.87 | 770 | -72.23 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 11,020 | -9.00 | 683 | -3.26 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 43,799 | -0.07 | 2,716 | 6.22 | ||||
2025-08-13 | 13F | Clarkston Capital Partners, LLC | 11,125 | 0.00 | 690 | 6.16 | ||||
2025-07-09 | 13F | First Bank & Trust | 220,532 | 5.67 | 13,677 | 12.32 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 11,463 | -1.61 | 711 | 4.57 | ||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 2,250 | 0.00 | 140 | 6.11 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 9,945 | -5.47 | 617 | 0.49 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 8,242 | 0.15 | 511 | 6.46 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 92,155 | 4.80 | 5,715 | 11.40 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 140,004 | -44.23 | 8,683 | -40.73 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 26,503 | 0.34 | 1,644 | 6.62 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 30,484 | -10.04 | 1,891 | -4.40 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 16,365 | 4.68 | 1,015 | 11.29 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 57,911 | 5.98 | 3,592 | 12.64 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 6,012 | -2.61 | 373 | 3.33 | ||||
2025-08-06 | 13F | Reston Wealth Management Llc | 3,346 | 208 | ||||||
2025-07-17 | 13F | XY Planning Network, Inc. | 15,541 | 15.23 | 964 | 22.52 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 20,550 | -4.26 | 1,275 | 1.76 | ||||
2025-08-13 | 13F | Basso Capital Management, L.p. | 18,767 | 12.58 | 1,164 | 19.65 | ||||
2025-08-08 | 13F | Avalon Trust Co | 5,414 | 227.13 | 336 | 248.96 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 154,581 | -1.77 | 9,587 | 4.41 | ||||
2025-08-04 | 13F | Human Investing LLC | 533,142 | 6.57 | 33,095 | 13.37 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 5,565 | 1.74 | 345 | 8.15 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 94,150 | -1.45 | 6 | 0.00 | ||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 3,339 | 207 | ||||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 240,074 | 5.35 | 14,889 | 11.98 | ||||
2025-04-14 | 13F | Eagle Wealth Strategies Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 6,301 | -0.16 | 391 | 5.98 | ||||
2025-08-06 | 13F | Princeton Capital Management Llc | 5,890 | 0.00 | 365 | 6.41 | ||||
2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 8,386,471 | -6.11 | 520,129 | -0.20 | ||||
2025-07-11 | 13F | Busey Wealth Management | 106,846 | 0.54 | 6,627 | 6.87 | ||||
2025-08-11 | 13F | Platform Technology Partners | 7,182 | 445 | ||||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 1,405 | 0.36 | 87 | 7.41 | ||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 18,354 | 0.64 | 1,138 | 6.95 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 44,204 | -7.10 | 2,742 | -10.10 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 11,042 | -16.71 | 685 | -11.63 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 79,532 | -5.68 | 4,933 | 0.26 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 11,734 | -0.11 | 728 | 6.13 | ||||
2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 64,328 | -1.57 | 3,990 | 4.62 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 7,990 | -0.42 | 496 | 5.77 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 126,789 | 36.29 | 7,865 | 44.90 | ||||
2025-06-23 | NP | AOM - iShares Core Moderate Allocation ETF | 321,785 | 2.44 | 18,313 | -9.83 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 16,262 | 1,009 | ||||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 40,129 | -0.73 | 2,489 | 5.51 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 3,480 | -3.47 | 216 | 2.38 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 999 | 0.30 | 62 | 5.17 | ||||
2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 28,046 | 0.09 | 1,739 | 6.36 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 192,192 | -9.10 | 11,920 | -3.38 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 857,595 | 1.30 | 53,188 | 7.68 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 177,010 | 1.80 | 10,978 | 8.21 | ||||
2025-08-12 | 13F | GDS Wealth Management | 18,577 | 6.69 | 1,152 | 13.50 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 431,112 | 0.44 | 26,738 | 6.75 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 17,287 | -14.32 | 1,072 | -8.92 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 1,102,344 | 5.33 | 68,367 | 11.96 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 8,673 | 0.09 | 1 | |||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 39,255 | -10.89 | 2,435 | -5.29 | ||||
2025-07-29 | 13F | Creekside Partners | 20,510 | 0.18 | 1,272 | 6.53 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 26,493 | -22.34 | 1,643 | -17.44 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 23,055 | 6.55 | 1,430 | 13.23 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 5,725 | 0.00 | 355 | 6.29 | ||||
2025-07-18 | 13F | Forbes J M & Co Llp | 211,136 | 0.16 | 13,095 | 6.46 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class | 337,626 | -3.98 | 20,940 | 2.06 | ||||
2025-05-06 | 13F | DeDora Capital, Inc. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 21,408 | -7.01 | 1,328 | -1.19 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 189,994 | -4.34 | 12,203 | 5.31 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 14,174 | 2.87 | 851 | 12.72 | ||||
2025-07-28 | 13F | Boston Trust Walden Corp | 5,490 | -2.57 | 340 | 3.66 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 10,943 | 18.84 | 679 | 26.26 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 21,364 | 0.00 | 1,247 | 0.00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 38,152 | 8.00 | 2,366 | 14.80 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 55,692 | -6.45 | 3,454 | -0.55 | ||||
2025-08-01 | 13F | Motco | 10,740 | -37.87 | 677 | -32.94 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 15,119 | -0.15 | 938 | 6.12 | ||||
2025-08-05 | 13F | Meridian Management Co | 272,604 | 58.13 | 17,182 | 70.81 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 48,787 | -22.08 | 3,093 | -15.33 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 11,081 | 687 | ||||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 23,500 | -4.97 | 1 | 0.00 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 13,597 | 843 | ||||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 4,082 | 5.48 | 253 | 12.44 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 6,444 | 36.15 | 400 | 44.57 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 1,060 | -16.99 | 0 | |||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 4,221 | -0.02 | 262 | 6.10 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 4,419 | -28.53 | 274 | -23.89 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 11,500 | 0.92 | 713 | 7.38 | ||||
2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 11,525 | 0.00 | 715 | 6.25 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 6,146 | -26.62 | 359 | -31.29 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 2,410 | 0.00 | 149 | 6.43 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 36,420 | 9.64 | 2,259 | 16.51 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 194,470 | 19.54 | 12,061 | 27.06 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 73,730 | 4,573 | ||||||
2025-07-25 | 13F | Northwest Capital Management Inc | 11,203 | -4.60 | 695 | 1.31 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 60 | 4 | ||||||
2025-09-03 | 13F | American Trust | 782,741 | 2.36 | 48,546 | 8.80 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 175,282 | -11.03 | 10,871 | -5.44 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 114,948 | 2.38 | 7,129 | 8.82 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 3,716 | 4.12 | 230 | 10.58 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 66,120 | 14.25 | 4,101 | 21.45 | ||||
2025-04-10 | 13F | ACT Advisors, LLC. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 3,710 | 0.30 | 237 | 12.86 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 29,930 | -0.55 | 1,856 | 5.69 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 135,738 | -2.51 | 7,920 | -8.70 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 305,619 | 0.01 | 18,954 | 6.30 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 6,410 | 0.00 | 398 | 6.15 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 34,032 | 6.19 | 2,111 | 12.89 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 126,779 | -3.95 | 7,863 | 2.09 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 191,661 | 2.11 | 11,887 | 8.53 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 76,459 | -23.90 | 4,742 | -19.11 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 146,719 | -15.63 | 9,100 | -10.33 | ||||
2025-08-07 | 13F | Fox Financial, Inc | 5,840 | 0.00 | 362 | 6.47 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 39,836 | 9.39 | 2,471 | 16.29 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 194,216 | 7.57 | 12,046 | 14.33 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 15,567 | 0.85 | 965 | 7.22 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 10,289 | 2.06 | 638 | 8.50 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 21,805 | 0.00 | 1,352 | 6.29 | ||||
2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 11,756 | -9.83 | 729 | -4.08 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 11,842 | 0.16 | 734 | 6.53 | ||||
2025-07-17 | 13F | Presper Financial Architects, LLC | 342,735 | 21 | ||||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 1,065 | 0.00 | 66 | 6.45 | ||||
2025-05-21 | 13F | CBM Financial, LLC | 244,315 | 14,942 | ||||||
2025-08-07 | 13F | LOM Asset Management Ltd | 48,201 | 3 | ||||||
2025-07-21 | 13F | Warner Financial, Inc | 12,629 | 0.30 | 1 | |||||
2025-08-11 | 13F | Root Financial Partners, LLC | 11,151 | 4.10 | 692 | 10.56 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 17,411,049 | -42.33 | 1,079,833 | -38.70 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 25 | -84.85 | 2 | -88.89 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,109 | -8.66 | 133 | 3.13 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 4,144 | 2.22 | 257 | 8.90 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 3,478 | -2.63 | 216 | 3.37 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 82,876 | -0.39 | 5,140 | 5.87 | ||||
2025-07-18 | 13F | Requisite Capital Management, LLC | 5,295 | 0.00 | 328 | 6.49 | ||||
2025-08-14 | 13F | FC Advisory LLC | 81,924 | 7.72 | 5,081 | 14.49 | ||||
2025-04-15 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 589,967 | -21.43 | 36,590 | -16.49 | ||||
2025-08-14 | 13F | Headinvest, Llc | 56,552 | -4.24 | 3,507 | 1.80 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 4,066 | 15.51 | 252 | 22.93 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 1,150 | 0.00 | 1 | |||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 173,875 | 3.02 | 10,784 | 9.49 | ||||
2025-08-08 | 13F | Condor Capital Management | 25,646 | -1.90 | 1,591 | 4.26 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio | 310,000 | -28.57 | 19,226 | -24.08 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 8,225 | 0.00 | 510 | 6.47 | ||||
2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 284 | 0.00 | 18 | 6.25 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 13,805 | 0.12 | 856 | 6.47 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 8,240 | 0.00 | 511 | 6.46 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 21,763 | 1.94 | 1,350 | 8.35 | ||||
2025-08-06 | 13F | LeClair Wealth Partners LLC | 3,321 | 206 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 120,522 | 4.03 | 7,475 | 10.56 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 9,973 | -16.91 | 619 | -11.71 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 683,248 | -7.38 | 42,375 | -1.55 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 98,065 | -50.08 | 6,084 | -46.89 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 115 | 0.00 | 7 | 0.00 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 27,165 | 23.44 | 1,685 | 31.15 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 141,026 | 7.95 | 8,746 | 14.75 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 522,234 | -3.01 | 32,389 | 17.57 | ||||
2025-08-05 | 13F | Burney Co/ | 8,546 | -9.99 | 530 | -4.33 | ||||
2025-07-23 | 13F | Dohj, Llc | 78,848 | -4.23 | 4,388 | -8.66 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 3,999 | 0.25 | 248 | 6.90 | ||||
2025-07-30 | 13F | Connors Investor Services Inc | 33,559 | 24.02 | 2,081 | 31.88 | ||||
2025-07-29 | 13F | First National Bank of Hutchinson | 119,855 | -2.89 | 7,433 | 3.22 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 386,674 | -0.64 | 23,982 | 5.61 | ||||
2025-08-14 | 13F | State Of Wisconsin Investment Board | 122,030 | 48.40 | 7,568 | 57.73 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 73,556 | 5.89 | 4,562 | 12.53 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 4,946 | 0.18 | 307 | 6.25 | ||||
2025-08-05 | 13F | VGI Partners Ltd | 4,077 | 253 | ||||||
2025-07-23 | 13F | Equitable Trust Co | 248,613 | 8.24 | 15,419 | 15.05 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 21,408 | 3.12 | 1,328 | 9.58 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 45,308 | 0.00 | 2,810 | 6.32 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 798,326 | 0.19 | 49,510 | 6.52 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 38,055 | 0.31 | 2,360 | 6.64 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 76 | 0.00 | 5 | 0.00 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1,775 | 0.00 | 0 | |||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 78,245 | 34.64 | 4,853 | 43.08 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 8,210 | 5.50 | 509 | 12.11 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 9,902 | -6.80 | 1 | |||||
2025-08-14 | 13F | J.P. Marvel Investment Advisors, LLC | 6,295 | 0.00 | 390 | 6.27 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 4,237,099 | -0.34 | 262,785 | 5.92 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 541,542 | -20.30 | 33,586 | -15.29 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 78,443 | 5.21 | 4,865 | 11.84 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 29,215 | 1.82 | 1,812 | 8.18 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 107,300 | 4.54 | 6,655 | 11.12 | ||||
2025-07-18 | 13F | Truist Financial Corp | 8,903,842 | -11.24 | 552,216 | -5.66 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 23,305 | -7.28 | 1,445 | -1.43 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 13,813 | -0.80 | 857 | 5.42 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 132,949 | 1.46 | 8,245 | 7.85 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 565 | 0.00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 648,678 | 5.13 | 40,231 | 11.74 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 117,608 | 4.92 | 7,294 | 11.53 | ||||
2025-08-04 | 13F | B&l Asset Management Llc | 44,596 | 2,766 | ||||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 67,480 | 1.94 | 4,185 | 8.36 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 3,334 | -3.61 | 207 | 2.49 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 7,140 | 0.00 | 443 | 6.25 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 35,410 | -3.66 | 2,196 | 2.43 | ||||
2025-07-14 | 13F | Sound Stewardship, LLC | 91,939 | 8.61 | 5,702 | 15.45 | ||||
2025-07-17 | 13F | Asio Capital, LLC | 3,755 | -5.06 | 233 | 0.87 | ||||
2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 6,720 | 392 | ||||||
2025-08-06 | 13F | True Wealth Design, LLC | 625 | 0.00 | 39 | 5.56 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 21,000 | -62.50 | 1,302 | -60.15 | |||
2025-07-29 | 13F | Planned Solutions, Inc. | 10,969 | 0.22 | 680 | 6.58 | ||||
2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 26,103 | 0.70 | 1,619 | 7.01 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 31,100 | -55.82 | 1,929 | -53.06 | |||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 59,203 | -12.98 | 3,672 | -7.51 | ||||
2025-05-14 | 13F | New Harbor Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 179,405 | 4.48 | 11,127 | 11.05 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 85,675 | 7.03 | 5,314 | 13.77 | ||||
2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 8,460 | 0.00 | 525 | 6.29 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 34,759 | 1.75 | 2,156 | 8.13 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 12,796 | 33.74 | 794 | 42.11 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 26,221 | 0.11 | 1,626 | 6.41 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 8,525 | 0.00 | 529 | 6.24 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5,474,798 | 20.99 | 339,547 | 28.81 | ||||
2025-05-09 | 13F | Forge First Asset Management Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 100,482 | 139.39 | 6,232 | 154.43 | ||||
2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 157,915 | 11.79 | 9,794 | 18.82 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 10,981 | 0.00 | 681 | 6.41 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 310 | 67.57 | 19 | 90.00 | ||||
2025-08-13 | 13F | Capital Fund Management S.a. | Call | 19,000 | 40.74 | 1,178 | 49.68 | |||
2025-07-10 | 13F | Affiance Financial, LLC | 170,622 | -2.72 | 10,582 | 3.40 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 74,761 | -15.64 | 4,637 | -10.35 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 36,978 | -6.28 | 2,293 | -0.39 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 2,072 | -76.22 | 541 | 6.30 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 7,370 | -0.69 | 457 | 5.54 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 28,990 | -1.62 | 1,798 | 4.54 | ||||
2025-06-23 | NP | AOR - iShares Core Growth Allocation ETF | 756,440 | 3.66 | 43,049 | -8.75 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 10,216 | 100.75 | 634 | 113.85 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 3,050 | 0.00 | 189 | 6.78 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 10,281 | -0.17 | 638 | 6.17 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 342 | 132.65 | 21 | 162.50 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 895 | 0.00 | 55 | 5.77 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 12,280 | 0.00 | 762 | 6.28 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Core ETF | 3,045 | 16.67 | 173 | 2.98 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 41,015 | -5.45 | 2,544 | 0.47 | ||||
2025-07-11 | 13F | Shelton Wealth Management, Llc | 10,819 | -9.67 | 671 | -4.01 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 1,397,827 | -2.43 | 86,693 | 3.70 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 1,920 | 63,900.00 | 119 | -29.17 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6,123 | 4.65 | 380 | 11.14 | ||||
2025-08-07 | 13F/A | Curat Global, LLC | 88,920 | 99.13 | 5,515 | 111.67 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 649 | 324.18 | 40 | 400.00 | ||||
2025-07-23 | 13F | Magnolia Capital Management Ltd | 122,135 | -3.10 | 8 | 0.00 | ||||
2025-07-11 | 13F | Elk River Wealth Management, LLC | 10,504 | -0.10 | 651 | 6.20 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 27,703 | 7.81 | 1,726 | 15.14 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 2,450 | 0.00 | 152 | 6.34 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 36,769 | -0.84 | 2,280 | 5.41 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 63,927 | 12.24 | 3,965 | 19.29 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 32,398 | -8.81 | 2,009 | -3.09 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 10,332 | 1 | ||||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 31,253 | 16.16 | 1,938 | 23.52 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F | 29,000 | -9.38 | 1,799 | -3.70 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 265 | 0.00 | 16 | 6.67 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 20,849 | 69.60 | 1,293 | 80.33 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 4,183 | 8.65 | 0 | |||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 56,669 | 25.82 | 3,515 | 34.07 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 53,173 | 5.26 | 3,297 | 11.84 | ||||
2025-08-07 | 13F | Latko Wealth Management, Ltd. | 6,260 | 6.39 | 0 | |||||
2025-07-16 | 13F | Register Financial Advisors LLC | 2,064 | -10.92 | 128 | -5.19 | ||||
2025-07-08 | 13F/A | Team Hewins, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 18,263 | 2.49 | 1,133 | 8.95 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 150 | 0.00 | 9 | 12.50 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 22,140 | -1.09 | 1,373 | 5.13 | ||||
2025-07-31 | 13F | Cadinha & Co Llc | 25,400 | -8.67 | 1,575 | -2.90 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 69,282 | -0.53 | 4,297 | 5.71 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 12,434 | 0.01 | 771 | 6.34 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 47,158 | 3.88 | 2,925 | 10.42 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 316,136 | -1.23 | 20 | 5.56 |