Mga Batayang Estadistika
| Pemilik Institusional | 878 total, 878 long only, 0 short only, 0 long/short - change of 1.27% MRQ |
| Alokasi Portofolio Rata-rata | 0.2499 % - change of -8.90% MRQ |
| Saham Institusional (Jangka Panjang) | 70,975,502 (ex 13D/G) - change of -2.80MM shares -3.79% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 6,219,810 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (US:IJK) memiliki 878 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 70,975,502 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wells Fargo & Company/mn, Fmr Llc, Bank Of America Corp /de/, SECT - Main Sector Rotation ETF, Goldman Sachs Group Inc, UBS Group AG, Pnc Financial Services Group, Inc., Raymond James Financial Inc, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (ARCA:IJK) 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 96.68 / share. Previously, on September 9, 2024, the share price was 86.67 / share. This represents an increase of 11.55% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3,030 | 0.00 | 276 | 9.13 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,010 | 24.08 | 92 | 35.82 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 15,914 | 1,448 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8,087 | 29.68 | 736 | 41.62 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 23,336 | -29.77 | 2,123 | -23.27 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 384 | 35 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 8,472 | 0.00 | 771 | 9.22 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 23,324 | 28.74 | 2,122 | 40.72 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 966 | 0.00 | 88 | 8.75 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 2,228 | 0.00 | 203 | 9.19 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,862 | 1.18 | 1 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9,668 | -0.44 | 880 | 8.79 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8,193 | -3.05 | 745 | 5.97 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2,289 | 208 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 4,045 | 0.00 | 368 | 9.52 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5,489 | -0.09 | 499 | 9.19 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 4,747 | 0.00 | 395 | 0.00 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4,427 | 0.00 | 369 | -8.46 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 11,074 | 0.00 | 922 | -8.35 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 6,575 | -0.72 | 598 | 8.53 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 2,592 | 0.00 | 236 | 9.30 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 866,471 | 1.49 | 78,831 | 10.87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 2,600 | 160.00 | 237 | 184.34 | |||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4,577 | -37.96 | 416 | -32.25 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 413 | -19.65 | 38 | -11.90 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 7,240 | -9.85 | 659 | -1.50 | ||||
| 2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Awm Capital, Llc | 7,224 | 0.00 | 657 | 9.32 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,842 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 21,971 | 13.34 | 1,999 | 23.79 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 11,688 | 0.95 | 1,063 | 10.27 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 3,782 | 0.00 | 344 | 9.55 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50,586 | 18.78 | 4,706 | 32.68 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 11,220 | 0.00 | 1,021 | 9.21 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 8,703 | 0.00 | 792 | 9.25 | ||||
| 2025-08-11 | 13F | Anb Bank | 39,650 | -20.25 | 3,607 | -12.87 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,801 | -9.00 | 346 | -0.58 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 9,833 | -25.83 | 895 | -19.02 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20,671 | 18.98 | 1,881 | 30.01 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 12,652 | 36.76 | 1,152 | 49.48 | ||||
| 2025-07-15 | 13F | Bank Of Stockton | 12,490 | -4.11 | 1,136 | 4.80 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 99,172 | -0.16 | 9 | 12.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 124,040 | -17.38 | 11,285 | -9.74 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,844 | 0.00 | 259 | 9.32 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48,621 | 1.40 | 4 | 33.33 | ||||
| 2025-08-08 | 13F | Creative Planning | 189,002 | -3.78 | 17,195 | 5.11 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,712 | 0.00 | 143 | -8.39 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 837 | -38.50 | 76 | -32.74 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2,728 | 0.00 | 248 | 9.25 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 8,549 | -3.12 | 778 | 5.86 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 2,747 | -2.59 | 250 | 6.41 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 143,454 | -0.90 | 13,051 | 8.26 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 878,292 | 1.13 | 79,907 | 10.48 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 7,181 | 0.00 | 653 | 9.20 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 5,294 | -1.51 | 482 | 7.61 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 72 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 75,632 | 24.12 | 6,881 | 35.61 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 413 | -58.49 | 38 | -54.88 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 5,380 | 0.00 | 489 | 9.15 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12,314 | 3.71 | 1,120 | 13.36 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 924 | -22.94 | 84 | -15.15 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 23 | 2 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 4,858 | 0.00 | 442 | 9.16 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 11,507 | -27.72 | 1,047 | -21.06 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 4,982 | 453 | ||||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 6,300 | 0.00 | 573 | 9.35 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 2,672 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 10,548 | 960 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 801,588 | 7.72 | 73 | 18.03 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 60,577 | 3.44 | 5,511 | 13.00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1,126 | 0.00 | 102 | 9.68 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 71 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 233 | 0.00 | 21 | 10.53 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 47,900 | -9.97 | 4,358 | -1.65 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 23,937 | 12.24 | 2,178 | 22.58 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 486 | -1.02 | 44 | 10.00 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 85 | 8 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 160,781 | -0.91 | 14,628 | 8.25 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 49,660 | -46.15 | 4,535 | -40.95 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 112 | 0.00 | 10 | 11.11 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 32,829 | 5.82 | 2,987 | 15.60 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1,904 | -0.16 | 173 | 9.49 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 5,397 | 0.09 | 491 | 9.60 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 4,721 | 0.00 | 430 | 9.16 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 14,976 | 0.00 | 1,247 | 0.00 | ||||
| 2025-04-04 | 13F | Three Seasons Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 62,455 | 0.16 | 5,682 | 9.44 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2,328 | 212 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,101 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 2,451 | -34.40 | 223 | -28.62 | ||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 4,086 | 0.00 | 372 | 9.12 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 7,991 | 0.00 | 704 | -3.43 | ||||
| 2025-07-17 | 13F | City Holding Co | 13,386 | 0.00 | 1,218 | 9.25 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 8,928 | 0.00 | 812 | 9.29 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 14,622 | -3.53 | 1,330 | 5.39 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 17,184 | 0.00 | 1,563 | 9.22 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 3,913 | -1.95 | 356 | 7.23 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 27,910 | 187.44 | 3 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 36,828 | -5.59 | 3,351 | 3.14 | ||||
| 2025-04-28 | 13F | Aaron Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 3,293 | 0.12 | 300 | 9.52 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 204 | 0.00 | 19 | 12.50 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 600 | -28.57 | 55 | -21.74 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5,757 | 0.00 | 524 | 9.19 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4,103 | 0.00 | 373 | 9.38 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 4,012 | -2.76 | 365 | 6.41 | ||||
| 2025-03-28 | NP | SECT - Main Sector Rotation ETF | 2,443,875 | -19.81 | 230,457 | -16.59 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 124 | 0.00 | 11 | 10.00 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 13,200 | 0.00 | 1,201 | 9.19 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,264 | -0.12 | 297 | 8.82 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 143,681 | 0.55 | 13,072 | 9.85 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,720 | -8.22 | 338 | 0.30 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6,504 | 150.93 | 593 | 174.07 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 208 | 0.00 | 19 | 5.88 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,467 | 224 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 88,948 | -4.10 | 8,092 | 4.78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,840,129 | -0.50 | 167,415 | 8.70 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,004 | -0.10 | 91 | 9.64 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 3,637 | -23.04 | 331 | -16.03 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 2,250 | -23.73 | 205 | -16.73 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 203 | -4.69 | 18 | 5.88 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 495 | 0.00 | 45 | 9.76 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 3,760 | 0.00 | 342 | 9.27 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 464 | 0.00 | 43 | 13.16 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 2,293 | 209 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 31 | -81.33 | 3 | -84.62 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 18,878 | -12.14 | 1,718 | -4.02 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 150 | 0.00 | 14 | 8.33 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 43,840 | 3.96 | 3,989 | 13.59 | ||||
| 2025-04-23 | 13F | Eagle Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 44,725 | -58.42 | 4,069 | -54.58 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,809 | -15.47 | 892 | -7.66 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 115 | 0.00 | 10 | 11.11 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 17,374 | -1.02 | 1,581 | 8.15 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,957,170 | -2.36 | 178,063 | 6.67 | ||||
| 2025-08-14 | 13F | Comerica Bank | 167,734 | -2.05 | 15,260 | 7.01 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 8,340 | -2.88 | 759 | 6.01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 10 | 0.00 | 1 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 296 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,394 | 0.00 | 309 | 9.22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 589,702 | 6.83 | 53,650 | 16.71 | ||||
| 2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 771 | 0.00 | 70 | 9.38 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 396 | -5.94 | 36 | 2.86 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1,080 | 0.00 | 98 | 10.11 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 224,095 | 33.01 | 18,663 | 21.82 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 2,416 | 0.00 | 220 | 8.96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,563,773 | 11.28 | 142,272 | 21.57 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,329 | -23.27 | 576 | -16.18 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 6,400 | 0.00 | 582 | 9.40 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3,134 | 0.00 | 294 | 13.51 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 11,891 | 0.89 | 1,082 | 10.19 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,291 | 19.20 | 299 | 30.57 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 107 | -91.79 | 10 | -91.67 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 8,475 | -0.99 | 771 | 8.29 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,215,536 | 5.73 | 110,590 | 15.51 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 216,037 | 1.59 | 19,655 | 10.98 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 10,470 | -31.23 | 953 | -24.86 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2,608 | -16.09 | 237 | -8.14 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 41,022 | -1.17 | 3,732 | 7.99 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 28,089 | -4.86 | 2,556 | 3.95 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 77,042 | -2.63 | 7,009 | 6.37 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10,160 | -2.45 | 924 | 6.57 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | LTG Capital LLC | 38,540 | -5.81 | 3,506 | 2.91 | ||||
| 2025-07-18 | 13F | United Bank | 29,091 | 0.00 | 2,647 | 9.25 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1,411 | 0.00 | 128 | 9.40 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2,179 | 0.00 | 198 | 9.39 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 72 | 0.00 | 7 | 20.00 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1,336 | 0.00 | 122 | 9.01 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 97,731 | 0.20 | 8,892 | 9.47 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 200 | 18 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 8,004 | -4.02 | 728 | 4.90 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1,248 | 0.00 | 114 | 9.71 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 45,326 | -1.92 | 4,124 | 7.15 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Oakwell Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Renasant Bank | 11,189 | -30.09 | 1,018 | -23.65 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 467,602 | 6.56 | 42,542 | 16.41 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 470 | 0.21 | 43 | 7.69 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5,083 | -11.07 | 462 | -2.94 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5,256 | 11.10 | 478 | 21.63 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 280 | 0.00 | 25 | 8.70 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 58,046 | 0.15 | 5,281 | 9.43 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 112 | 0.00 | 10 | 25.00 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 368 | 0.00 | 33 | 10.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 86 | -3.37 | 8 | 0.00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5,692 | 1.21 | 518 | 10.47 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 159 | 0.00 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Fayez Sarofim & Co | 9,249 | 0.00 | 841 | 9.22 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 3,351 | 0.00 | 305 | 8.96 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 3,890 | 0.00 | 354 | 9.29 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,205 | 17.36 | 292 | 28.19 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 500 | 0.00 | 46 | 9.76 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,437 | 5.88 | 950 | 15.73 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 3,290 | 0.00 | 299 | 9.52 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 188 | 0.00 | 17 | 13.33 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 44,074 | 0.02 | 4,010 | 9.27 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 8,423 | 0.00 | 766 | 9.27 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 6,613 | 0.00 | 602 | 9.27 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 694 | 0.00 | 63 | 10.53 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 32,348 | 6.41 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3,624 | 0.14 | 330 | 9.30 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3,390 | 48.03 | 308 | 51.72 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 160 | 0.00 | 15 | 7.69 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,442 | 3.69 | 677 | 13.40 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3,550 | 0.00 | 323 | 9.15 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 22,603 | 2.41 | 2,057 | 11.86 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 5,882 | 0.00 | 535 | 9.41 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 9,960 | 3.76 | 906 | 13.39 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 4,901 | 0.00 | 446 | 9.07 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 6,804 | 0.00 | 619 | 9.36 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 2,560 | 0.00 | 233 | 8.92 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 6,921 | -14.29 | 630 | -14.31 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 15,037 | 0.00 | 1,368 | 9.70 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 18,853 | -4.93 | 1,715 | 3.88 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,442 | 2.69 | 677 | 12.27 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 3,200 | 0.00 | 291 | 9.40 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9,442 | 0.05 | 887 | 10.20 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 7,043 | 641 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 31,700 | 0.00 | 2,884 | 9.28 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 3,742 | -11.72 | 340 | -3.41 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 16,970 | 0.00 | 1,413 | -8.43 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 396 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 50,724 | -0.90 | 4,615 | 8.26 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 37,173 | -12.95 | 3,382 | -4.89 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 124,435 | 7.24 | 11,321 | 17.16 | ||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 584 | 0.52 | 53 | 10.42 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 2,670 | 0.00 | 243 | 9.01 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 3,695 | -14.90 | 336 | -6.93 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 6,777 | -7.35 | 617 | 1.15 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 3,636 | 0.00 | 331 | 9.27 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 4,463 | -20.94 | 406 | -13.62 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 4,976 | 0.00 | 453 | 9.18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 209,543 | -1.53 | 19,066 | 7.57 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,749 | -1.36 | 250 | 7.76 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 9,084 | 0.00 | 826 | 9.26 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,263 | 206 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,190 | 23.13 | 381 | 34.63 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 1,220 | 0.00 | 111 | 8.91 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 2,311 | 210 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 522,412 | 0.06 | 47,529 | 9.32 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 9,908 | -1.50 | 901 | 7.65 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,804 | 255 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 3,260 | -8.01 | 297 | 0.34 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 136 | 0.00 | 12 | 9.09 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 33,767 | 7.93 | 3,072 | 17.93 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 10,644 | 0.00 | 968 | 9.26 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 195 | -57.24 | 18 | -54.05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,025,026 | -10.38 | 94,611 | -0.53 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 38,688 | -0.15 | 3,520 | 9.08 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 10,450 | 92.38 | 951 | 110.18 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 2,240 | 204 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 215,979 | -4.00 | 20 | 5.56 | ||||
| 2025-07-02 | 13F | InvesTrust | 60,468 | -3.97 | 5,501 | 4.92 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 3,481 | -7.81 | 317 | 0.64 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 61,842 | -0.27 | 5,626 | 8.95 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 680 | 0.00 | 62 | 8.93 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 11,237 | 6.81 | 1,022 | 16.67 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 100 | 9 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 36 | 0.00 | 3 | 50.00 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 3,991 | 0.00 | 363 | 9.34 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 2,520 | 0.00 | 229 | 9.57 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 408 | 0.00 | 37 | 12.12 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 38,811 | -5.83 | 3,531 | -5.79 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10,163 | 0.00 | 925 | 9.22 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 13,952 | 0.00 | 1,269 | 9.30 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2,674 | 0.00 | 243 | 13.02 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 5,383 | -5.36 | 490 | 6.77 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 6,790 | 0.00 | 618 | 9.20 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 28,755 | -16.25 | 2,616 | -8.50 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 22,318 | -2.20 | 2,030 | -2.12 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 288 | 0.00 | 26 | 13.04 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,352 | 123 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,167 | 0.00 | 106 | 9.28 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 198 | 0.00 | 18 | 12.50 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 2,637 | 0.00 | 220 | -8.37 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 3,199 | 0.00 | 291 | 9.40 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 2,949 | 0.00 | 268 | 9.39 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 2,800 | 0.00 | 255 | 9.01 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 4,739 | -0.82 | 431 | 8.56 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 278,009 | 3.85 | 25,293 | 13.46 | ||||
| 2025-08-12 | 13F | Main Management LLC | 33,498 | -95.21 | 3 | -94.83 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 560 | 0.00 | 51 | 8.70 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 4,982 | -52.70 | 453 | -48.35 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 154,481 | -40.02 | 14,055 | -34.47 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5,254 | 11.57 | 478 | 21.94 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,658 | -1.52 | 1,970 | 7.71 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,560 | -32.38 | 142 | -26.56 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES | 18,914 | 255.79 | 1,721 | 289.14 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 8,064 | -9.27 | 734 | -0.95 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,449 | 223 | ||||||
| 2025-04-11 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 9,435 | 106.23 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 339 | 0.00 | 31 | 7.14 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 6,148 | -63.05 | 559 | -59.64 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 440 | 0.00 | 40 | 11.11 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2,967 | 0.00 | 270 | 8.91 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 15,225 | 0.00 | 1,385 | 9.31 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 10,059 | 0.00 | 915 | 9.32 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 73,775 | -9.49 | 6,712 | -1.11 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4,811 | 0.00 | 438 | 9.25 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 201 | 0.00 | 18 | 12.50 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 3,413 | -1.07 | 284 | -9.27 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 14,347 | -27.33 | 1,314 | -20.07 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 3,335 | 6.72 | 303 | 16.54 | ||||
| 2025-04-24 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 2,700 | 0.00 | 246 | 9.38 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 64,257 | -3.40 | 5,846 | 5.54 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,637 | -21.80 | 331 | -14.73 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 15,411 | -6.89 | 1,402 | 1.74 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 46,528 | -4.09 | 4,233 | 4.78 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 260,913 | 29.44 | 23,738 | 41.40 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,954 | -5.72 | 815 | 3.04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 252,989 | -0.58 | 23,017 | 8.61 | ||||
| 2025-08-07 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 19,479 | -1.86 | 1,770 | 7.27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,826 | -25.17 | 348 | -18.12 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3,591 | 0.00 | 327 | 9.03 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,346,530 | -1.20 | 668,387 | 7.94 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 76 | 0.00 | 7 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 91,960 | -1.69 | 8,366 | 7.39 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,014 | 11.92 | 92 | 22.67 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13,778 | 43.88 | 1,254 | 57.21 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 10,208 | -5.80 | 929 | 2.88 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 4,324 | 0.00 | 393 | 9.17 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 4,434 | 0.16 | 403 | 9.51 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 9,985 | 0.00 | 908 | 9.27 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 11,994 | 0.12 | 1,091 | 9.43 | ||||
| 2025-07-25 | 13F | Sather Financial Group Inc | 11,360 | 0.00 | 1,034 | 9.20 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,406 | -0.77 | 401 | 8.40 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 4,000 | 0.00 | 366 | 22.00 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 5,537 | 0.00 | 504 | 9.11 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5,944 | 1.28 | 541 | 10.66 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 729,867 | -1.51 | 66,403 | 7.59 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 3,116 | 0.00 | 283 | 9.27 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 7,019 | 0.34 | 639 | 9.62 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 904 | 209.59 | 82 | 237.50 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 166,209 | -4.58 | 15,122 | 4.25 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,440 | 0.00 | 131 | 10.08 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,262 | -87.57 | 115 | -87.60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 431,788 | -77.59 | 39,284 | -75.52 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,550 | 0.00 | 505 | 9.09 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 13,412 | -0.19 | 1,220 | 9.03 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 365 | 0.00 | 33 | 10.00 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 25,740 | -4.28 | 2,342 | 4.56 | ||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 3,906 | 0.00 | 355 | 9.23 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12,246 | 4.54 | 1,114 | 14.26 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 2,436 | -28.88 | 222 | -22.46 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2,423 | 0.00 | 220 | 9.45 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 111 | 0.00 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 10,820 | -1.38 | 984 | 7.78 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 37,648 | -1.91 | 3,425 | 7.17 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 11,722 | -1.69 | 1,066 | 7.46 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 3,420 | 0.12 | 311 | 9.51 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2,285 | 0.00 | 208 | 8.95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 423,019 | 7.93 | 38,486 | 17.91 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 16,624 | 0.63 | 1,512 | 9.96 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,564 | 0.00 | 142 | 9.23 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 9,040 | 0.00 | 822 | 9.31 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6,281 | -1.16 | 571 | 7.94 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 7,707 | -6.29 | 701 | 2.49 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 2,199 | 0 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 144 | 0.00 | 13 | 8.33 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 2,755 | 0.00 | 251 | 9.17 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 832 | 0.00 | 76 | 8.70 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 656 | 0.00 | 60 | 9.26 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 34,506 | 0.00 | 3,139 | 9.26 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 232 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 19,475 | -0.57 | 1,772 | 8.58 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 2,398 | 218 | ||||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1,332 | 0.00 | 121 | 10.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,666 | 238.26 | 1,516 | 269.76 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 21,457 | -3.27 | 1,952 | 5.68 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 154 | 0.00 | 14 | 16.67 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 147 | 13 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7,918 | -1.12 | 720 | 8.11 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 2,287 | -6.73 | 208 | 1.96 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2,942 | -1.77 | 268 | 7.23 | ||||
| 2025-04-15 | 13F | Alpha Omega Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 2,900 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 40 | 0.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 84,641 | -6.64 | 7,701 | 2.00 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 17,364 | -7.47 | 1,580 | 1.09 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 4,626 | 0.09 | 421 | 9.38 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3,000 | 0.00 | 273 | 9.24 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 266,442 | -1.63 | 24,241 | 7.47 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 60,359 | 5,491 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | STAR Financial Bank | 3,521 | -8.45 | 320 | 0.00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 3,003 | -2.25 | 273 | 7.06 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3,632 | 0.03 | 331 | 9.27 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 20,650 | 0.00 | 1,891 | 14.61 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 2,540 | 0.00 | 231 | 9.48 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 9,858 | -1.63 | 897 | 7.43 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 60 | 0.00 | 5 | 25.00 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 6,200 | -1.26 | 564 | 8.05 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2,268 | 206 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2,215 | 202 | ||||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 10,861 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 6,907 | -0.80 | 628 | 8.46 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,212 | 28.94 | 110 | 41.03 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 51,063 | 0.16 | 4,646 | 8.65 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 27,734 | 2,523 | ||||||
| 2025-04-09 | 13F | Moller Financial Services | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 398 | 123.60 | 36 | 157.14 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,086 | 918 | ||||||
| 2025-07-22 | 13F | David Wealth Management LLC | 3,202 | 12.75 | 291 | 23.31 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6,044 | -0.10 | 550 | 9.15 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 18,614 | -3.38 | 1,694 | 5.55 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 32,065 | 0.16 | 2,917 | 9.41 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 4,064 | 0.00 | 370 | 9.17 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 142,899 | -2.53 | 13,001 | 6.48 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 7,000 | 0.00 | 637 | 9.28 | ||||
| 2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 27,171 | 45.53 | 2,472 | 59.07 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 98,279 | -19.61 | 8,941 | -12.18 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11,505 | -0.95 | 1,047 | 8.17 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 2,424 | 223 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 308 | 0.00 | 28 | 12.00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 227,113 | 20,663 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 400 | 0.00 | 36 | 9.09 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 7,056 | 642 | ||||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 10,812 | 0.00 | 984 | 9.22 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 27,450 | -13.41 | 2,497 | -5.38 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 12,709 | -13.08 | 1,156 | -5.01 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 10,260 | -0.29 | 933 | 9.00 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 5,611 | -1.58 | 510 | 7.59 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,244 | 9.80 | 113 | 20.21 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 3,490 | 0.00 | 318 | 9.31 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 7,157 | 75.98 | 653 | 92.33 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2,300 | 209 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 3,927 | 27.67 | 360 | 39.69 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 19,139 | -0.75 | 1,741 | 8.47 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 6,571 | -1.48 | 598 | 7.57 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16,520 | 1,503 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 5,098 | 464 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,500 | -3.93 | 409 | 4.87 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 600 | 0.00 | 55 | 10.20 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 3,133 | -11.47 | 285 | -3.06 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,886 | 0.10 | 445 | 9.36 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 9,081 | -10.84 | 826 | -2.59 | ||||
| 2025-07-28 | 13F | Corundum Trust Company, INC | 21,744 | 0.00 | 1,978 | 9.28 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 26,859 | 0.20 | 2,444 | 9.45 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 144,433 | 19.37 | 13,141 | 30.41 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 7,852 | 0.00 | 714 | 9.34 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 10,055 | 0.00 | 928 | 15.71 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 135,855 | -2.64 | 12,360 | 6.36 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 13,760 | 0.00 | 1,252 | 9.26 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,453 | 0.00 | 314 | 9.41 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 3,854 | -5.59 | 351 | 3.24 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 6,616 | 0.02 | 602 | 9.27 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 51,649 | 17.86 | 4,699 | 28.75 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 33,247 | -20.72 | 3,025 | -13.40 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 1,500 | -5.06 | 136 | 3.82 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 7,563 | -8.58 | 688 | 10.61 | ||||
| 2025-08-14 | 13F | Acas, Llc | 10,386 | -1.93 | 987 | 11.54 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 7,053 | 60.11 | 642 | 75.14 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 320 | 0.00 | 29 | 11.54 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 683,375 | 5.52 | 62,173 | 15.28 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 331,044 | 2.85 | 30,118 | 12.36 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 2,446 | -12.52 | 223 | -4.31 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 5,406 | 0.00 | 492 | 9.11 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 28,576 | -0.86 | 2,600 | 8.29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 172,543 | 8.92 | 15,698 | 18.99 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5,796 | -0.57 | 527 | 8.66 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2,210 | 201 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 135 | 0.00 | 12 | 9.09 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1,097,051 | 6.11 | 99,810 | 15.92 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13,967 | -9.69 | 1,271 | -1.40 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 14,495 | 0.04 | 1,319 | 9.29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 55,198 | 10.13 | 5,022 | 20.29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 55,796 | 1.01 | 5,076 | 10.35 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 2,292 | 208 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1,097,315 | 3.69 | 99,834 | 13.28 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 11,086 | 0.00 | 1,009 | 9.21 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 3,402 | 0.00 | 310 | 9.19 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 2,700 | -3.57 | 246 | 5.15 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 2,875 | 0.00 | 262 | 9.21 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 3,059 | 4.30 | 282 | 15.57 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class | 8,149 | -0.94 | 741 | 8.18 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,795 | 0.00 | 163 | 9.40 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1,560 | 0.00 | 142 | 9.30 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6,055 | 17.19 | 1 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14,348 | 0.66 | 1,305 | 9.94 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 5,404 | 492 | ||||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 94 | -30.88 | 9 | -27.27 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4,120,558 | 3.13 | 374,888 | 12.67 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 15,714 | -0.58 | 1,430 | 8.59 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 11,285 | -0.78 | 1,027 | 8.34 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8,611 | 18.76 | 783 | 29.85 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 2,732 | 0.00 | 249 | 9.25 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 17,806 | 1.04 | 1,620 | 10.36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19,255 | -15.00 | 1,752 | -7.16 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 15,914 | 1,448 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 3,429 | 0.09 | 312 | 9.12 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 288 | 0.00 | 26 | 13.04 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 8,137 | 0.00 | 678 | -8.39 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Farmers National Bank | 2,766 | -0.90 | 252 | 8.19 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16,175 | 1,472 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2,164 | 0.00 | 197 | 8.89 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 19,908 | 2.76 | 1,811 | 12.28 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 98 | 0.00 | 9 | 0.00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 4 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 352 | -70.84 | 33 | -68.00 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 48 | 4 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4,252 | -1.64 | 387 | 7.22 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 17,743 | -8.74 | 1,614 | -0.31 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 719 | 0.14 | 65 | 10.17 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 7,165 | 0.00 | 652 | 9.23 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16,837 | -0.71 | 1,532 | 8.43 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 12,490 | -28.85 | 1,136 | -22.25 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10,648 | -3.86 | 969 | 4.99 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 6,700 | 17.56 | 609 | 28.48 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 4,209 | 0.00 | 390 | 13.04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 29,865 | -8.49 | 2,717 | 0.00 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 3,312 | -1.66 | 301 | 7.50 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 99,611 | -26.87 | 9,063 | -20.11 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 13,773 | -2.21 | 1,253 | 6.91 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 208,610 | 6.69 | 18,979 | 16.56 | ||||
| 2025-07-24 | 13F | Eastern Bank | 94 | 9 | ||||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 49,962 | 0.03 | 4,546 | 9.28 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 39,285 | 7.87 | 3,574 | 17.84 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,740 | 0.00 | 340 | 9.32 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3,163 | 0.09 | 288 | 9.13 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 105,117 | 3.64 | 9,564 | 13.23 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6,134 | 0.00 | 558 | 9.41 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 3,912 | -15.12 | 356 | -7.31 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 580,119 | -0.93 | 52,779 | 8.22 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 146,234 | 2.49 | 13,304 | 11.97 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 506,929 | 2.72 | 46,120 | 12.21 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11,746 | 77.57 | 1,069 | 96.32 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 8,855 | 0.00 | 806 | 9.23 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 2,480 | 0.00 | 226 | 9.22 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,797,381 | 3.56 | 345,486 | 13.14 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 2,288 | 208 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 23,351 | 40.14 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 17,619 | -9.32 | 1,603 | -0.99 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 1,715 | 157 | ||||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,007,335 | 8,758.03 | 11 | -98.84 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,402 | 4.65 | 1,037 | 14.33 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 12,072 | -61.00 | 1,098 | -57.41 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 2,883 | -3.42 | 262 | 5.65 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 6,257 | 0.00 | 569 | 9.21 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 43,265 | 35.57 | 4 | 50.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 2,429 | 7.29 | 202 | -1.46 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5,408 | 0.00 | 492 | 9.33 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 4,272 | 0.00 | 389 | 9.30 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 2,352 | 0 | ||||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 5,860 | 0.00 | 533 | 9.22 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 4,410 | 0.00 | 401 | 9.26 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 33,586 | 5.36 | 3,056 | 15.11 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 2,240 | 0.00 | 204 | 9.14 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 84,683 | -0.13 | 7,704 | 9.11 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 3,951 | 359 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 11,946 | 1,087 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 4,133 | 0.02 | 376 | 9.30 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 4,160 | 4.58 | 378 | 14.20 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 571 | 0.00 | 52 | 8.51 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 2,408 | 0.00 | 219 | 9.50 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 5,051 | 0.00 | 460 | 9.29 | ||||
| 2025-08-13 | 13F | Codex Capital Asset Management L.L.C. | 22,500 | 0.00 | 2,047 | 9.29 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 467,378 | -1.36 | 42,522 | 7.76 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23,358 | 9.35 | 2,173 | 22.16 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,469 | 1.62 | 680 | 10.95 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2,776 | 0.00 | 253 | 9.09 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 160 | 0.00 | 15 | 7.69 | ||||
| 2025-08-04 | 13F | Mill Capital Management, LLC | 900 | -25.00 | 82 | -18.18 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 3,036 | 0.00 | 276 | 9.52 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63,408 | 100.83 | 5,769 | 119.40 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 2,968 | 0.00 | 270 | 9.31 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 64 | -96.80 | 6 | -96.99 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 2,600 | 237 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 23,240 | -0.10 | 2 | 100.00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 21,652 | -3.13 | 1,970 | 5.80 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 14,923 | -2.04 | 1,386 | 13.89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 207,986 | 3,612.71 | 18,929 | 3,962.02 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 4 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 74,643 | 4.36 | 6,791 | 14.02 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3,813 | 0.32 | 347 | 9.49 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 950 | 0.00 | 86 | 8.86 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 16,883 | -12.47 | 1,536 | -4.36 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 22,427 | -0.41 | 2,040 | 8.80 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 12,395 | 31.65 | 1,128 | 43.75 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,393,410 | 4.46 | 126,773 | 14.12 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 2,360 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 8,016 | 0.00 | 729 | 9.30 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,482 | 0.03 | 317 | 9.34 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 3,416 | -3.94 | 311 | 4.73 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6,301 | -0.79 | 573 | 8.52 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,839 | 1.41 | 713 | 10.89 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15,358 | 0.23 | 1,397 | 9.48 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 47,235 | -0.68 | 4,297 | 8.51 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 725 | -57.95 | 66 | -54.55 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 6,340 | 0.00 | 577 | 9.30 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,435 | -15.77 | 313 | -7.96 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5,544 | -12.62 | 1 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,983 | 0.00 | 180 | 9.09 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17,832 | -30.17 | 1,622 | -23.71 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 81,628 | 6.50 | 7,427 | 16.34 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 16,323 | 0.04 | 1,505 | 150,400.00 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8 | 1 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181,753 | -30.20 | 16,536 | -23.75 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 29 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 7,700 | 701 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 25,125 | -3.25 | 2,286 | 5.69 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 4,838 | 0.00 | 440 | 9.45 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 6,630 | -3.49 | 603 | 5.42 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1,804 | 0.00 | 164 | 9.33 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 240 | -36.51 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 10,010 | -1.66 | 911 | 7.44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 562,920 | 0.08 | 51,214 | 9.34 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 4,099 | -4.03 | 373 | 4.79 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2,805 | -2.03 | 255 | 7.14 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 7,556 | 0.00 | 687 | 9.22 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 224,923 | 0.34 | 20,464 | 9.62 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 11,637 | -0.60 | 1,059 | 8.62 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 7,164 | 0.00 | 652 | 9.23 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 410 | 4.59 | 37 | 15.63 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,554 | 0.00 | 141 | 9.30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 67,030 | -23.41 | 6,098 | -16.33 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 7,385 | 0.00 | 672 | 9.11 | ||||
| 2025-07-31 | 13F | United Community Bank | 7,402 | 8.04 | 673 | 18.07 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 8,583 | 0.00 | 781 | 9.24 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 15,682 | 15.21 | 1,427 | 25.86 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4,849 | 7.42 | 441 | 17.60 | ||||
| 2025-04-09 | 13F | Fragasso Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 16,338 | -2.62 | 1,487 | 6.37 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 2,376 | -2.86 | 216 | 6.40 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 2,529 | 0.08 | 230 | 9.52 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 10,849 | 1.65 | 987 | 11.15 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 24,760 | 10,047.54 | 2,253 | 11,160.00 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 15,173 | -5.63 | 1,380 | 3.06 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2,550 | 234 | ||||||
| 2025-07-22 | 13F | Stanich Group LLC | 2,875 | -19.15 | 267 | -10.14 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 4,080 | -2.81 | 371 | 6.30 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 2,356 | 214 | ||||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 1,513 | 0.07 | 138 | 9.60 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2,726 | 4.28 | 248 | 14.29 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2,572 | 0.00 | 234 | 9.35 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2,336 | -5.35 | 213 | 3.41 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2,949 | 0 | ||||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 3,480 | -64.42 | 317 | -61.18 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3,808 | 0.03 | 346 | 9.15 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 12,067 | 5.53 | 1,098 | 15.23 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 63,945 | -3.78 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 78,273 | -8.41 | 7,121 | 0.06 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 48 | 0.00 | 4 | 33.33 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2,148 | 203 | ||||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 87,592 | -0.07 | 7,969 | 9.18 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4,749 | -15.59 | 0 | |||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 14,774 | -6.28 | 1,344 | 2.44 | ||||
| 2025-05-12 | 13F | First Western Trust Bank | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 853 | 1.55 | 78 | 11.59 | ||||
| 2025-07-10 | 13F | Security National Bank | 1,951 | 0.00 | 178 | 9.26 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 37,266 | 3,390 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 32,902 | 106.30 | 3 | 100.00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 29,112 | -2.71 | 2,649 | 6.30 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5,572 | 0.00 | 507 | 9.05 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13,545 | -6.48 | 1,232 | 2.16 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 22,791 | -0.00 | 2,074 | 9.22 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 6,963 | 6.01 | 633 | 15.93 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 6,797 | -1.85 | 618 | 7.29 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 72,865 | 5.86 | 6,629 | 15.65 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 39,411 | 3,586 | ||||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,299 | -6.42 | 407 | 7.98 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3,341 | -2.93 | 304 | 5.94 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 185,196 | 0.41 | 16,849 | 9.69 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3,431 | 312 | ||||||
| 2025-07-31 | 13F | CNB Bank | 2,737 | 0.00 | 249 | 9.69 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 5,900 | 0.00 | 537 | 9.16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,303 | 1.40 | 665 | 10.48 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 2,985 | 0.00 | 272 | 9.27 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 375,036 | -2.64 | 34,121 | 6.36 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 2,131 | 0.00 | 194 | 9.04 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2,644 | 0.00 | 241 | 9.09 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 178,234 | 2.11 | 16,216 | 11.55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 318,654 | 1.61 | 28,991 | 11.00 | ||||
| 2025-05-15 | 13F | Alamar Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,874 | 73.66 | 261 | 90.51 |
Other Listings
| MX:IJK |
