Mga Batayang Estadistika
| Pemilik Institusional | 821 total, 821 long only, 0 short only, 0 long/short - change of -0.48% MRQ |
| Alokasi Portofolio Rata-rata | 0.2410 % - change of -12.86% MRQ |
| Saham Institusional (Jangka Panjang) | 44,247,428 (ex 13D/G) - change of -0.85MM shares -1.88% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 5,250,804 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares S&P Mid-Cap 400 Value ETF (US:IJJ) memiliki 821 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 44,247,428 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wells Fargo & Company/mn, Fmr Llc, Bank Of America Corp /de/, UBS Group AG, Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., D.a. Davidson & Co., Raymond James Financial Inc, and Ameriprise Financial Inc .
Struktur kepemilikan institusional iShares Trust - iShares S&P Mid-Cap 400 Value ETF (ARCA:IJJ) 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 131.93 / share. Previously, on September 9, 2024, the share price was 117.88 / share. This represents an increase of 11.92% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 37,530 | 22.24 | 4,493 | 17.13 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 262 | 0.00 | 32 | 3.23 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 12,615 | -14.14 | 1,559 | -11.43 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 17 | 0.00 | 2 | 100.00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1,975 | 0.05 | 244 | 3.39 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,912 | 0.00 | 236 | 3.51 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 16,514 | -30.63 | 2,041 | -28.42 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 217 | 27 | ||||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 408 | 0.00 | 50 | 4.17 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 631 | 0.00 | 78 | 2.67 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 13,115 | 32.58 | 1,621 | 36.82 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2,408 | 0.42 | 298 | 3.48 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 1,893 | 0.32 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8,055 | -3.20 | 995 | -0.10 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3,701 | 0.41 | 457 | 3.63 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 1,620 | 200 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9,941 | -6.84 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 5,195 | 0.00 | 622 | 0.00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2,727 | 0.00 | 337 | 3.07 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 2,750 | 340 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 479,986 | 16.99 | 59,317 | 20.75 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 34 | 78.95 | 4 | 100.00 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4,123 | 0.00 | 510 | 3.25 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3,678 | 0.00 | 455 | 3.18 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 35 | 9.38 | 4 | 33.33 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 3,885 | 34.57 | 480 | 39.13 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 21,508 | 943.57 | 255 | 3.25 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 19,895 | 2,459 | ||||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 48,611 | 24.96 | 6,008 | 28.99 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 4,822 | 0.00 | 596 | 3.12 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7,826 | -19.09 | 967 | -16.49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 107,447 | 3.74 | 13,751 | 10.89 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5,665 | -0.02 | 700 | 3.24 | ||||
| 2025-08-11 | 13F | Anb Bank | 27,640 | -19.82 | 3,416 | -17.25 | ||||
| 2025-07-15 | 13F | Bank Of Stockton | 8,415 | -9.02 | 1,040 | -6.14 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 3,385 | -2.93 | 405 | -8.99 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 304 | 0.00 | 38 | 2.78 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2,004 | 0.00 | 248 | 3.35 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4,627 | 4.42 | 572 | 7.74 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 19,662 | 2,430 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7,651 | 1.69 | 946 | 5.11 | ||||
| 2025-08-08 | 13F | Creative Planning | 224,837 | -4.32 | 27,785 | -1.25 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 48 | -80.08 | 6 | -82.14 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,367 | 0.00 | 164 | -4.12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 645 | -13.42 | 80 | -11.24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1,995 | -93.30 | 247 | -93.10 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,133 | -1.57 | 387 | 1.57 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40,784 | -0.17 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 50,072 | 13.94 | 6,188 | 17.60 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,748 | -5.63 | 587 | -2.66 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 42 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 581 | 0.00 | 72 | 2.90 | ||||
| 2025-07-18 | 13F | Community Bank & Trust, Waco, Texas | 2,098 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 599,218 | 2.22 | 74,051 | 5.51 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2,879 | 356 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 4,877 | -30.43 | 603 | -28.25 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2,320 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 88 | 0.00 | 11 | 0.00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 14,958 | 1,849 | ||||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 451,897 | 1.52 | 55,845 | 4.78 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 2,670 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2,122 | -2.21 | 262 | 1.16 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 462 | 0.00 | 57 | 3.64 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 17 | 0.00 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 3,812 | -59.37 | 471 | -58.06 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 1,062 | 0.00 | 131 | 3.15 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 4,621 | -16.30 | 524 | -19.75 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 39,809 | -0.96 | 4,920 | 2.22 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 6,471 | -3.16 | 800 | -0.12 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 120,569 | -0.55 | 14,900 | 2.64 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 71 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 2,123 | 262 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 308,340 | -7.64 | 38 | -2.56 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 2,916 | 360 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,557 | -1.80 | 687 | 1.33 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15,695 | -27.46 | 1,940 | -25.14 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 246 | 0.00 | 30 | 3.45 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 3,888 | 0.00 | 480 | 3.23 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2,871 | -1.34 | 355 | 1.72 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 43,155 | 4.90 | 5,333 | 8.28 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1,185 | 0.00 | 146 | 3.55 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4,317 | -7.97 | 533 | -4.99 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 14,000 | 0.00 | 1,730 | 6.66 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 8,465 | 0.00 | 1,014 | 0.00 | ||||
| 2025-08-12 | 13F | Close Asset Management Ltd | 3,741 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 11,483 | -0.23 | 1,419 | 3.05 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 212,409 | -1.29 | 26,250 | 1.89 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1,740 | 0.17 | 215 | 3.37 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 1,715 | -33.29 | 212 | -31.27 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 37,936 | -13.07 | 4,688 | -10.28 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 2,149 | -2.63 | 266 | 0.38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12,667 | -15.98 | 1,565 | -13.30 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES | 6,740 | -2.97 | 833 | 0.12 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,306 | 85.51 | 161 | 91.67 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2,326 | -86.67 | 287 | -86.25 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 46,281 | 39.38 | 6 | 66.67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,681 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40 | 0.00 | 5 | 25.00 | ||||
| 2025-07-17 | 13F | City Holding Co | 690 | 0.00 | 85 | 3.66 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 1,997 | -6.64 | 247 | -3.91 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 39,464 | -0.05 | 4,877 | 3.15 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,940 | 62.62 | 240 | 68.31 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,837 | -78.28 | 1,588 | -77.58 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,402 | -4.22 | 420 | -1.18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 849,192 | -3.17 | 104,943 | -0.05 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 51,342 | -15.49 | 6,345 | -12.79 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 587,565 | 8.23 | 72,612 | 11.71 | ||||
| 2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 23,342 | -80.54 | 2,795 | -81.36 | ||||
| 2025-05-07 | 13F | Allen Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 184 | 0.00 | 23 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,889 | -9.76 | 604 | -6.79 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 289 | 0.00 | 36 | 2.94 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 386 | 0.00 | 48 | 4.35 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 37,427 | -0.13 | 4,625 | 3.08 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 114,077 | -3.32 | 14,098 | -0.22 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 20,045 | 0.11 | 2,477 | 3.34 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 9,620 | -45.43 | 1,189 | -43.70 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27,110 | 1.42 | 3,350 | 4.69 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 39,180 | 2.85 | 4,842 | 6.16 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,299,637 | -8.20 | 160,609 | -5.25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Enzi Wealth | 2,160 | 0.00 | 275 | 11.34 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 5,479 | -1.15 | 677 | 2.11 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 75 | 0.00 | 9 | 12.50 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 14,056 | 12.45 | 1,737 | 16.11 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 14,482 | -97.33 | 1,734 | -97.50 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 5,828 | 0.00 | 720 | 3.30 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 11,586 | -0.55 | 1,432 | 2.65 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Comerica Bank | 96,826 | -1.16 | 11,966 | 2.02 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 98,825 | 3.63 | 12,213 | 6.96 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 623 | -14.19 | 77 | -11.63 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 43,603 | 13.42 | 5 | 25.00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3,477 | -0.60 | 430 | 2.63 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4,627 | 10.64 | 572 | 14.20 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 669 | 0.00 | 83 | 2.50 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 4,279 | 0.00 | 529 | 3.13 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,841 | 0.00 | 220 | -4.35 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 3,311 | 0.00 | 409 | 3.28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 800,652 | -2.06 | 98,945 | 1.09 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3,420 | 0.00 | 423 | 3.18 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 11,876 | -3.59 | 1,468 | -0.47 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 2,663 | -0.60 | 329 | 2.81 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 2,385 | -0.83 | 295 | 2.44 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 19,819 | -0.22 | 2,449 | 2.99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 626,380 | 5.97 | 77,408 | 9.38 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 334,571 | -1.91 | 41,346 | 1.24 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 167 | 21 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 48 | -94.34 | 6 | -95.05 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 2,463 | -24.52 | 304 | -22.05 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 30,854 | -1.70 | 3,813 | 1.46 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 4,028 | -4.28 | 498 | -1.19 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 15,731 | -12.18 | 1,944 | -9.33 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 130 | -4.41 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 7,727 | 0.01 | 1 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2,624 | -32.44 | 324 | -30.32 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 27 | 3 | ||||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 1,008 | -8.20 | 125 | -5.34 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 29,197 | -5.35 | 3,608 | -2.30 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,811 | -16.93 | 224 | -14.56 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1,689 | 0.00 | 209 | 2.97 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 51,651 | -2.07 | 6,383 | 1.09 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 916 | 0.00 | 113 | 3.67 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 4,744 | 0.34 | 586 | 3.53 | ||||
| 2025-08-08 | 13F | Renasant Bank | 7,679 | -34.22 | 949 | -32.14 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 504 | 0.40 | 62 | 3.33 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 46,096 | 7.02 | 5,697 | 10.45 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 115 | 0.00 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 5,691 | 0.21 | 703 | 3.53 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 72,411 | 34.29 | 8,949 | 38.62 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4,080 | 17.01 | 504 | 20.86 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 244 | 0.00 | 30 | 3.45 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 373 | 0.00 | 46 | 4.55 | ||||
| 2025-08-14 | 13F | Fayez Sarofim & Co | 3,526 | 0.00 | 436 | 3.08 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 655 | 0.00 | 81 | 2.56 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,024 | 0.10 | 250 | 3.31 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 37 | -65.74 | 5 | -66.67 | ||||
| 2025-05-13 | 13F | Boston Partners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 89,449 | -0.92 | 11,054 | 2.28 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 1,903 | 1.55 | 235 | 4.91 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 2,806 | -33.43 | 347 | -31.35 | ||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | S.A. Mason LLC | 880 | 0.00 | 109 | 2.86 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 2,000 | -50.00 | 247 | -48.33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 8,521 | 7.64 | 1,053 | 11.19 | ||||
| 2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 2,800 | 0.00 | 346 | 3.28 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1,852 | -75.59 | 229 | -74.89 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 506 | 0.00 | 63 | -1.59 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 138 | 0.00 | 17 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,276,751 | 3.37 | 528,521 | 6.70 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 159 | 269.77 | 20 | 280.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 71,539 | 3.37 | 9 | 0.00 | ||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 4,005 | 0.00 | 495 | 3.13 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 88 | 0.00 | 11 | 0.00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2,660 | 0.34 | 329 | 3.47 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 2,150 | 0.00 | 266 | 3.11 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 2,644 | 5.93 | 327 | 9.40 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,070 | 0.15 | 1,556 | 11.14 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 99,828 | 5.48 | 12,337 | 8.87 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Finley Financial, LLC | 7,760 | 0.00 | 959 | 7.64 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 5,093 | -27.33 | 629 | -25.03 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 9,785 | -17.90 | 1,209 | -15.28 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5,209 | -9.68 | 643 | -6.81 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 2,312 | 0.00 | 286 | 3.26 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 3,167 | 0.06 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 5,179 | 0.00 | 640 | 3.23 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 9,486 | 2,698.23 | 1,172 | 2,830.00 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 378 | 7.39 | 47 | 9.52 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 19,015 | 0.00 | 2,277 | -4.21 | ||||
| 2025-05-14 | 13F | Tme Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3,186 | -13.64 | 394 | -10.88 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,524 | 0.00 | 188 | 3.30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 103,037 | -5.58 | 12,736 | -2.53 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 460 | 0.00 | 57 | 1.82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 175,238 | 4.61 | 21,656 | 7.97 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,408 | -0.31 | 915 | 2.92 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2,974 | -17.27 | 368 | -14.65 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 5,300 | 0.00 | 655 | 3.15 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 725 | 0.00 | 90 | 3.49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 15,760 | 98.79 | 2 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2,592 | 0.43 | 320 | 3.90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,994 | -0.05 | 246 | 3.36 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 2,091 | -1.60 | 258 | 1.57 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 31,647 | -9.09 | 3,911 | -6.17 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 1,860 | 0.00 | 230 | 3.15 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 623 | 36.03 | 77 | 40.74 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 452,939 | -23.52 | 56 | -21.43 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,406 | 43.04 | 297 | 47.76 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 6,648 | 0.00 | 822 | 3.27 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 1,880 | 0.00 | 232 | 3.11 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 90 | 0.00 | 11 | 10.00 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 176 | 0.00 | 22 | 0.00 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 19 | 0.00 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 2,112 | 0.00 | 261 | 3.57 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 11,363 | -17.74 | 1,404 | -15.11 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | InvesTrust | 59,640 | -3.40 | 7,370 | -0.30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,656 | 121.01 | 1,688 | 128.28 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 6,606 | -0.97 | 816 | 2.26 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 4,027 | -16.68 | 498 | -14.01 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 113,178 | -5.97 | 14 | -7.14 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6,766 | -36.16 | 836 | -34.12 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 832,656 | -9.62 | 103,403 | -6.37 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 16,517 | 1.48 | 2,041 | 4.77 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 7,743 | 102.27 | 957 | 108.73 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 338 | 0.00 | 42 | 2.50 | ||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1,775 | 0.00 | 219 | 10.05 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 28,993 | -22.78 | 3,583 | -20.29 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 7,670 | -0.13 | 948 | 3.05 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 7,431 | 0.00 | 918 | 3.26 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2,478 | 0.00 | 306 | 10.07 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 2,000 | 0.00 | 247 | 3.35 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 300 | 0.00 | 37 | 5.71 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12,789 | -73.11 | 1,581 | -72.25 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 29,029 | -4.12 | 3,587 | -5.18 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1,256 | 155 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 10,441 | -1.39 | 1,290 | 1.82 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 8,962 | 4.35 | 1,073 | 0.00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 141 | 0.00 | 17 | 6.25 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,352 | 0.00 | 167 | 3.73 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 3,314 | -0.45 | 410 | 2.76 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 1,977 | 0.00 | 237 | -4.45 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 6,655 | 0.00 | 822 | 3.27 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 488 | 0.00 | 60 | 3.45 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 3,806 | 0.00 | 470 | 3.30 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 2,635 | 0.00 | 326 | 3.17 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 129 | 0.00 | 16 | 0.00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 120 | 0.00 | 15 | 0.00 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 360 | 0.00 | 44 | 2.33 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 239,173 | 0.63 | 29,557 | 3.87 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 27,635 | -1.18 | 3,415 | 2.00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 18,593 | -87.83 | 2,298 | -87.44 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 9,767 | -30.32 | 1,228 | -26.82 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 18,618 | -17.60 | 2,301 | -14.97 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 920 | 0.00 | 114 | 2.73 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 469 | 0.00 | 58 | 1.79 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 5,805 | -55.88 | 717 | -54.48 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 144 | 0.00 | 18 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12,145 | -0.76 | 1,501 | 2.39 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2,928 | -7.81 | 362 | -5.00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 2,299 | -2.63 | 275 | -6.78 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 2,117 | 262 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 2,163 | -5.17 | 267 | -2.20 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 2,688 | 3.62 | 332 | 7.10 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5,040 | 6.73 | 623 | 10.09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14,836 | 7.87 | 1,833 | 11.84 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 11,598 | 54.56 | 1,433 | 59.58 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,251 | -6.14 | 525 | -3.14 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 261,290 | -1.42 | 32,290 | 1.75 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,592 | -23.94 | 197 | -21.60 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 1,750 | -1.41 | 216 | 1.89 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,696 | 0.45 | 333 | 3.74 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 151,737 | -20.51 | 18,752 | -17.95 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 83,459 | 3.53 | 10,314 | 6.86 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 42,981 | 2.12 | 5,312 | 5.40 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 56,308 | 9.57 | 6,959 | 13.10 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 1,812 | 1.40 | 224 | 4.69 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 2,922 | 0.00 | 361 | 3.44 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 516 | 0.00 | 64 | 3.28 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 4,370 | -3.66 | 1 | |||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 277 | 0.00 | 34 | 3.03 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 4,036 | -26.60 | 499 | -24.32 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,662 | -1.03 | 2,059 | 2.18 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 105 | 0.96 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 2,258 | 0.00 | 279 | 3.33 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 69,559 | -2.36 | 8,596 | 0.79 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 7,011 | -1.79 | 866 | 1.41 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,785 | -4.55 | 221 | -4.35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3,575 | 0.00 | 442 | 3.04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7,519 | 0.35 | 929 | 3.57 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 2,600 | 0.00 | 327 | 17.69 | ||||
| 2025-07-25 | 13F | Sather Financial Group Inc | 9,190 | 0.00 | 1,136 | 3.18 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 28,857 | 34.37 | 3,566 | 38.70 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 37,748 | 0.00 | 3,982 | 5.99 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 332,483 | 0.68 | 41,088 | 3.92 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 18,335 | -7.35 | 2,266 | -4.39 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 11,793 | 0.00 | 1,457 | 3.26 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 23,319 | -0.16 | 2,882 | 3.04 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 76 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2,386 | 0.89 | 295 | 3.89 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 4,363 | 0.00 | 539 | 3.26 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2,730 | 0.00 | 337 | 3.37 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 215,311 | 0.45 | 26,608 | 3.68 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,702 | -89.38 | 210 | -89.05 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 63,748 | 5.97 | 7,878 | 9.37 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 4,129 | -4.11 | 510 | -0.97 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 2,057 | 254 | ||||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 111,954 | -6.63 | 13,835 | -3.63 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1,638 | 202 | ||||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 59,110 | 1.49 | 7,305 | 4.75 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 15,565 | -7.49 | 1,923 | -4.52 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 3,187 | -6.98 | 394 | -4.15 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1,634 | -53.51 | 202 | -52.14 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 27,555 | -1.62 | 3,405 | 1.55 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 470 | 0.00 | 58 | 3.57 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1,893 | 234 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 3,174 | 392 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2,000 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 121,948 | 3.61 | 15,070 | 6.94 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 18,734 | -4.58 | 2,315 | -1.49 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 1,784 | -6.55 | 220 | -3.51 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1,248 | 0.00 | 154 | 3.36 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2,148 | 0.00 | 265 | 3.11 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 18,572 | -16.77 | 2,295 | -14.08 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 13,974 | -0.58 | 1,727 | 2.62 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 2,068 | 0.00 | 256 | 3.24 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 270,766 | 6.89 | 33,461 | 10.33 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 424 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2,999 | 0.00 | 371 | 3.06 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 10,756 | 4.38 | 1,329 | 7.79 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,085 | 0.00 | 134 | 3.88 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,597 | 66.48 | 692 | 71.89 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1,515 | 8.99 | 187 | 12.65 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 14,629 | -0.97 | 1,808 | 2.21 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1,637 | 202 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4,495 | -0.31 | 556 | 2.97 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 17,261 | 1.71 | 2,133 | 5.02 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 5,957 | 0.00 | 736 | 3.23 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 2,380 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 3,222 | 24.88 | 398 | 29.22 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 2,412 | 0.00 | 298 | 3.47 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1,138 | 0.00 | 141 | 2.94 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7,232 | 0.11 | 894 | 3.36 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,644 | 1.93 | 821 | 0.86 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 2,954 | 2.86 | 365 | 6.41 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15,339 | -1.57 | 1,896 | 1.61 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3,245 | -78.95 | 401 | -78.27 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 4,857 | 23.71 | 600 | 27.66 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 5,418 | -0.62 | 670 | 2.61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,531 | -91.18 | 189 | -90.93 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 6,169 | -0.32 | 762 | 2.83 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13,398 | -3.14 | 1,656 | -0.06 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 18,293 | -1.22 | 2,261 | 1.94 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,281 | 5.26 | 161 | 10.27 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 13,838 | 1,657 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 5,418 | -0.24 | 670 | 2.92 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 13,248 | 3.13 | 1,637 | 6.44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 22,428 | -1.97 | 2,772 | 1.17 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 75 | 9 | ||||||
| 2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 19,578 | 39.68 | 2,419 | 44.16 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 115,234 | -2.83 | 14,241 | 0.29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19,024 | -44.00 | 2,351 | -42.22 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 13,762 | -12.49 | 1,701 | -9.72 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6,856 | -7.43 | 847 | -4.40 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 220 | 0.00 | 27 | 3.85 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 17,140 | -0.81 | 2 | 0.00 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3,515 | 109.98 | 434 | 117.00 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 2,625 | -13.76 | 324 | -11.23 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 4,310 | 533 | ||||||
| 2025-07-23 | 13F | Narwhal Capital Management | 6,923 | 0.00 | 856 | 3.26 | ||||
| 2025-05-15 | 13F | Strive Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 8,672 | 0.00 | 1,072 | 3.18 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 475 | -17.82 | 59 | -15.94 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 41,451 | -1.85 | 5,123 | 1.31 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 217,678 | 3.09 | 26,901 | 6.40 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 7,000 | 0.00 | 865 | 3.22 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,230 | 0.00 | 152 | 3.40 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 3,481 | 0.00 | 430 | 3.37 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7,800 | -50.63 | 964 | -49.07 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 102 | 13 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11,825 | 12.89 | 1,461 | 16.51 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 6,120 | 0.00 | 780 | 12.57 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 69,354 | -1.58 | 8,571 | 1.58 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 1,781 | -52.29 | 220 | -50.67 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4,625 | 0.00 | 572 | 3.25 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 7,096 | 270.55 | 877 | 282.53 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 409 | 0.00 | 51 | 4.17 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 3,617 | 70.05 | 447 | 75.59 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 192 | 0.00 | 24 | 4.55 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 3,150 | -5.01 | 389 | -2.02 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5,163 | -60.03 | 638 | -58.73 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4,344 | 0.00 | 537 | 3.08 | ||||
| 2025-07-28 | 13F | Corundum Trust Company, INC | 13,166 | 0.00 | 1,627 | 3.24 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 2,340 | -0.43 | 289 | 2.85 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 56,207 | -3.61 | 6,946 | -0.50 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 2,515 | 0.00 | 311 | 2.99 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,043 | 0.00 | 376 | 3.30 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2,167 | 0.00 | 268 | 3.09 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 5,431 | -14.89 | 671 | -12.06 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 42,078 | 6.59 | 5,200 | 10.01 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 4,881 | 0.00 | 603 | 3.25 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 7,492 | -1.27 | 926 | 1.87 | ||||
| 2025-08-14 | 13F | Acas, Llc | 10,289 | -1.77 | 1,324 | 10.06 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 3,547 | 22.02 | 438 | 25.86 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 2,053 | 0.00 | 254 | 3.27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 20,260 | 23.89 | 2,504 | 27.90 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 106,454 | -1.42 | 13,156 | 1.75 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 1,808 | 0.39 | 223 | 3.72 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 2,050 | 6.88 | 253 | 10.96 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 470,118 | 2.42 | 58,097 | 5.71 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 96,318 | -5.32 | 11,903 | -2.27 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7,964 | 0.64 | 984 | 3.91 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 2,728 | -0.44 | 337 | 7.67 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 20,063 | -0.34 | 2,479 | 2.86 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 134 | 17 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,324 | 16.75 | 164 | 20.74 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 29,457 | -1.26 | 3,640 | 1.93 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 954,981 | 3.51 | 118,017 | 6.84 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 720,171 | 0.94 | 88,999 | 4.19 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 7,968 | 0.00 | 985 | 3.14 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 915 | 0.00 | 113 | 3.67 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 4,205 | 0.00 | 505 | 0.20 | ||||
| 2025-07-07 | 13F | Trust Co | 34 | 0.00 | 4 | 0.00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 11,858 | 1,523 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15,629 | -2.70 | 1,931 | 0.42 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,503 | 0.11 | 557 | 3.35 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 3,380 | 418 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3,342 | 75.34 | 413 | 80.70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85,283 | 10.11 | 11 | 11.11 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1,000 | 0.00 | 124 | 3.36 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 1,732 | 0.00 | 214 | 3.38 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,895 | -1.31 | 729 | 1.82 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 900 | 111 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,105 | 0.38 | 260 | 3.59 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 2,195 | 0.00 | 271 | 3.44 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 5,434 | 16.31 | 672 | 20.04 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 18,926 | 2.08 | 2,339 | 5.36 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 11,810 | -10.57 | 1,459 | -7.72 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 44,308 | 68.39 | 5 | 66.67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,944 | -7.21 | 1,105 | -4.25 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 19,015 | 2,350 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 49 | -75.25 | 6 | -73.91 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 4,460 | -0.67 | 534 | -4.99 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 384 | 0.00 | 47 | 4.44 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 1,690 | 0.00 | 209 | 2.97 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 258 | -70.78 | 33 | -68.32 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,171 | 0.00 | 145 | 2.86 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 21,706 | 15.47 | 2,682 | 19.20 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 918 | 0.00 | 114 | 3.67 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 6,317 | 25.54 | 781 | 29.57 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 15,753 | 6.58 | 1,947 | 10.01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10,096 | 10.91 | 1,248 | 14.51 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,423 | 0.42 | 176 | 3.55 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 338 | 0.00 | 42 | 2.50 | ||||
| 2025-05-13 | 13F | Journey Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 7,632 | -60.86 | 943 | -59.60 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 8,500 | -1.32 | 1,050 | 1.84 | ||||
| 2025-07-24 | 13F | Eastern Bank | 465 | 0.00 | 57 | 3.64 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 3,799 | -1.30 | 469 | 1.96 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 92,024 | -22.56 | 11,372 | -20.07 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 187,734 | -1.56 | 23,200 | 1.61 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 25 | -16.67 | 0 | |||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 99,571 | 10.53 | 12,305 | 14.07 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 78 | 0.00 | 10 | 0.00 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2,225 | 0.00 | 275 | 8.70 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 138,108 | 12.21 | 17,067 | 15.82 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 7,445 | 2.95 | 920 | 9.52 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 2,644 | 0.00 | 337 | 6.65 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 2,218 | 0.00 | 274 | 3.40 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 1,852 | 0.16 | 229 | 3.17 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 48,804 | 0.00 | 6,031 | 3.22 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4,165 | -9.24 | 515 | -6.38 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 23,745 | 8.20 | 2,934 | 11.69 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2,333 | -0.17 | 288 | 3.23 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 17,343 | -0.26 | 2,143 | 7.47 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 8,485 | 0.00 | 1,049 | 3.25 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 6,109 | 0.00 | 755 | 3.15 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 284 | 0.00 | 35 | 2.94 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 14,278 | -9.07 | 1,764 | -6.17 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 1,991 | 0.00 | 246 | 3.36 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6,081 | -8.03 | 751 | -5.06 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 320,576 | -0.70 | 39,617 | 2.49 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7,900 | 976 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5,485 | 0.02 | 678 | 3.20 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 36,352 | -18.17 | 4,492 | -15.53 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 155 | -17.55 | 19 | -13.64 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 19,978 | -0.33 | 2,469 | 2.88 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 39,452 | -0.75 | 4,875 | 2.44 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,888 | 44.62 | 585 | 38.63 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 3,045 | 381 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 1,800 | 0.00 | 222 | 3.26 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 40 | 5 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3,545,752 | 10.26 | 438,184 | 13.80 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 19,662 | 2,430 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 2,882 | 6.35 | 356 | 9.88 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 1,646 | 203 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2,694 | 0.07 | 333 | 3.11 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3,042 | -0.78 | 382 | 4.09 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17,482 | 42.63 | 2,179 | 48.53 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 100 | 12 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,042 | 18.22 | 623 | 22.16 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 17,145 | 0.00 | 2,119 | 3.22 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 4,830 | 0.00 | 597 | 3.11 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 11,836 | 4.36 | 1,463 | 7.74 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3,055 | 20.04 | 378 | 24.01 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 2,046 | 0.00 | 253 | 3.28 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10,651 | -0.16 | 1,316 | 3.05 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 27,999 | -0.41 | 3,460 | 2.79 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 13,208 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 313 | -5.15 | 39 | -2.56 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 72,700 | 681.72 | 8,984 | 707.19 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1,496 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 1,919 | 8.79 | 237 | 12.32 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 56,566 | 4.59 | 6,990 | 7.95 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 18,682 | 15.50 | 2,309 | 19.21 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 2,054 | 0.00 | 254 | 3.27 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,954 | 0.00 | 241 | 3.43 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 2,877 | 360 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3,639 | -16.42 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 1,652 | 204 | ||||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 33,402 | -0.63 | 4,128 | 2.56 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 1,899 | 0.05 | 235 | 3.08 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28,854 | -4.62 | 3,566 | -1.57 | ||||
| 2025-08-08 | 13F | King Wealth | 35,507 | -1.86 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 2,237 | 0.00 | 267 | -0.37 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 179,686 | 12,258.05 | 1 | -99.43 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 693,811 | 3.19 | 85,741 | 6.51 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,392,099 | 0.83 | 295,616 | 4.07 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1,812 | -50.87 | 224 | -49.43 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 9,992 | -18.39 | 1,235 | -15.77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 49,185 | 4.52 | 6,078 | 7.88 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 5,093 | -21.16 | 629 | -18.63 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 8,381 | -6.34 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 1,728 | 0.00 | 214 | 3.40 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 33,321 | -3.96 | 4,264 | 2.65 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,712 | 0.11 | 459 | 3.39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 80,724 | -51.04 | 9,976 | -49.47 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1,338 | -34.89 | 165 | -32.93 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 12,779 | 2.45 | 1,579 | 5.76 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 4,725 | 0.00 | 584 | 3.19 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 2,778 | 0.00 | 343 | 3.31 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4,884 | 10.30 | 604 | 13.77 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 1,652 | 204 | ||||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Sierra Capital LLC | 32,958 | -7.29 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 30,519 | 0.09 | 3,772 | 3.32 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 398,083 | -9.15 | 49,195 | -6.23 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 266 | 0.00 | 33 | 3.23 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 27,472 | 6.37 | 3,395 | 9.77 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1,923 | 11.28 | 238 | 15.05 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 50 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 3,012 | -94.68 | 372 | -94.51 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1,510 | -1.82 | 187 | 1.09 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,131 | 0.00 | 140 | 2.96 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 252 | 31 | ||||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 7,295 | 0.00 | 902 | 3.21 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,758 | -1.46 | 1,329 | 1.68 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 22,275 | 1,979.83 | 2,753 | 2,050.00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 4,177 | -0.93 | 516 | 2.38 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 3,950 | -4.47 | 488 | -1.41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,808 | -18.57 | 2,201 | -15.97 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5,045 | -1.87 | 623 | 1.30 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 1,949 | -2.16 | 241 | 0.84 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 1,955 | 13.46 | 242 | 16.99 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9,826 | -9.40 | 1,214 | -6.47 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 1,648 | 204 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 12,792 | 15.22 | 1,581 | 18.89 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 23,897 | -0.33 | 2,953 | 2.89 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1,930 | 0.16 | 238 | 3.48 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2,001 | -3.33 | 247 | 0.00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 2,301 | -69.46 | 0 | |||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 8,268 | 0.43 | 1,024 | |||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 4,933 | -6.80 | 610 | -3.79 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 16,473 | -20.80 | 2,036 | -18.27 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 1,715 | 212 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 165,136 | 0.27 | 20,407 | 3.49 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 4,566 | 0.00 | 564 | 3.30 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 99,789 | 35.89 | 12,332 | 40.25 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 1,943 | 240 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,397 | -2.24 | 420 | 0.72 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 7,000 | 33.84 | 865 | 38.18 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 32,113 | -5.43 | 4 | -25.00 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 6,386 | -5.45 | 789 | -2.35 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 72,186 | -0.06 | 8,921 | 3.16 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 139 | 0.00 | 17 | 6.25 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 1,929 | -19.56 | 238 | -17.07 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 9,069 | -2.58 | 1,121 | 0.54 | ||||
| 2025-04-22 | 13F | Register Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2 | 0 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 31,517 | 3,895 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5,632 | -5.65 | 696 | -2.66 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,279 | 6.20 | 282 | 9.77 | ||||
| 2025-07-31 | 13F | United Community Bank | 2,215 | -2.64 | 274 | 0.37 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3,346 | -6.27 | 413 | -3.28 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 4,179 | -5.96 | 516 | -3.01 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 50,205 | 5.95 | 6,204 | 9.36 | ||||
| 2025-08-07 | 13F | Commerce Bank | 22,567 | -11.53 | 2,789 | -8.68 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 11,637 | -0.01 | 1,438 | 3.23 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 29,122 | 1,536.99 | 3,599 | 1,597.17 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1,966 | 6.85 | 243 | 10.00 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 40,217 | -6.60 | 4,970 | -3.61 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6,958 | 7.39 | 860 | 10.84 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 12,834 | -0.05 | 1,586 | 3.19 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 2,500 | 0.00 | 309 | 3.01 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 105,218 | -2.92 | 13,410 | 3.34 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 6,350 | 0.00 | 785 | 3.16 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 2,050 | 3.80 | 253 | 7.20 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 1,910 | 0.00 | 236 | 3.51 | ||||
| 2025-08-07 | 13F | Nuance Investments, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3,471 | 5.02 | 429 | 8.35 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1,180 | 0.00 | 146 | 2.84 | ||||
| 2025-05-15 | 13F | Alamar Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 831,931 | 12.15 | 102,810 | 15.76 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9,469 | -0.11 | 1,170 | 3.08 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2,261 | -11.05 | 279 | -8.22 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 43,796 | 0.70 | 5,412 | 3.94 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 146,424 | 4.75 | 18,095 | 8.11 | ||||
| 2025-07-31 | 13F | CNB Bank | 61 | 0.00 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2,759 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 42,965 | 443.79 | 5,310 | 461.80 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,632 | -56.08 | 202 | -54.73 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 8,975 | -1.63 | 1,109 | 1.56 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 32 | 4 | ||||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,695,938 | -0.66 | 456,744 | 2.53 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 873 | -20.13 | 108 | -17.69 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 187 | -13.82 | 23 | -8.00 | ||||
| 2025-08-11 | 13F | Factorial Partners, Llc | 18,900 | -42.20 | 2,336 | -40.36 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 4,000 | 0.00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 21,662 | -0.40 | 2,677 | 2.76 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 13,869 | -22.90 | 1,714 | -20.44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35,868 | -12.50 | 4,433 | -9.70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 93,303 | -10.26 | 12 | -8.33 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4,256 | 0.00 | 526 | 3.14 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 17,726 | 0.18 | 2,191 | 3.40 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 5,433 | -2.88 | 671 | 0.30 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 121,623 | -28.84 | 15,039 | -26.55 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 2,135 | -12.46 | 264 | -9.62 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 2,969 | 0.00 | 367 | 3.10 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,696 | 39.39 | 580 | 43.92 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 79 | -26.85 | 9 | -30.77 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3,328 | -72.74 | 411 | -71.87 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1,883 | 0.00 | 233 | 3.11 | ||||
| 2025-05-14 | 13F | Hobbs Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 5,797 | 0.00 | 716 | 3.17 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4,554 | 1 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 409 | -24.95 | 51 | -23.08 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 119 | 0.85 | 15 | 0.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 14,760 | 62.93 | 1,824 | 68.27 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 3,805 | 0.00 | 470 | 3.75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 73,139 | -5.08 | 9,046 | -2.01 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 56 | 0.00 | 7 | 0.00 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 31,963 | 3.13 | 3,950 | 6.47 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,644 | 1.92 | 203 | 5.18 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2,149 | 0.00 | 266 | 3.11 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 165 | 20 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 6,494 | -2.45 | 803 | 0.63 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 2,618 | -12.12 | 324 | -9.27 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 4,144 | 2.42 | ||||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 1,770 | 0.00 | 219 | 3.32 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 34,849 | 1.04 | 4,307 | 4.29 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 5,564 | -12.02 | 688 | -9.25 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 15,502 | -3.58 | 1,916 | -0.52 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 2,479 | -0.40 | 306 | 3.03 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 106,052 | -0.47 | 13,106 | 2.73 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 28,715 | -6.02 | 3,549 | -3.01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3,797 | 0.53 | 469 | -0.42 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 65,451 | -25.38 | 8,088 | -22.98 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 34,087 | -0.09 | 4,212 | 3.11 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 104 | -32.47 | 13 | -33.33 |
Other Listings
| MX:IJJ |
