Mga Batayang Estadistika
| Pemilik Institusional | 733 total, 733 long only, 0 short only, 0 long/short - change of 2.51% MRQ |
| Alokasi Portofolio Rata-rata | 0.2388 % - change of 3.70% MRQ |
| Saham Institusional (Jangka Panjang) | 27,993,660 (ex 13D/G) - change of 0.11MM shares 0.41% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,553,739 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares S&P Small-Cap 600 Growth ETF (US:IJT) memiliki 733 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 27,993,660 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, Fmr Llc, Wells Fargo & Company/mn, UBS Group AG, Pnc Financial Services Group, Inc., LPL Financial LLC, Northwestern Mutual Wealth Management Co, Commonwealth Equity Services, Llc, and Brown Advisory Inc .
Struktur kepemilikan institusional iShares Trust - iShares S&P Small-Cap 600 Growth ETF (NasdaqGM:IJT) 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 141.39 / share. Previously, on September 9, 2024, the share price was 130.54 / share. This represents an increase of 8.31% 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 | 125,582 | 7.44 | 15,770 | -0.65 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,506 | -26.05 | 3,260 | -20.97 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4,936 | -2.72 | 657 | 3.96 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 595 | 0.85 | 79 | 8.22 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 219 | 29 | ||||||
| 2025-05-09 | 13F | Commonwealth Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Essex LLC | 2,180 | -3.54 | 290 | 3.20 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 1,895 | -4.73 | 252 | 2.02 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 49,042 | 13.43 | 6,525 | 21.20 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 35 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2,230 | 0.27 | 297 | 7.25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,044 | -0.38 | 804 | 6.49 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 11,007 | -4.69 | 1,464 | 1.88 | ||||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 277 | -95.36 | 37 | -95.15 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 160 | 0.00 | 21 | 10.53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,222 | -6.99 | 296 | -0.67 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 4,410 | -27.22 | 587 | -22.28 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5,557 | -45.21 | 1 | -100.00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2,450 | -2.00 | 326 | 4.50 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 20,891 | 1.20 | 2,779 | 8.13 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 8,771 | 0.00 | 1,167 | 6.87 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 16,404 | -3.14 | 2,182 | 3.51 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4,078 | -9.24 | 543 | -3.04 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 576 | 0.00 | 77 | 7.04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43,614 | -12.11 | 5,947 | -3.74 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,101 | 0.00 | 137 | -8.05 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 232,439 | -3.97 | 30,924 | 2.62 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 31,374 | 9.88 | 3,906 | 0.41 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 455 | 61 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 5,842 | -21.76 | 777 | -16.36 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 25,784 | 0.00 | 3,430 | 6.85 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2,669 | -3.79 | 355 | 2.90 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,780 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,804 | 0.30 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 99,920 | -1.24 | 13,293 | 5.53 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 7,617 | 0.00 | 1,013 | 6.86 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3,358 | -3.81 | 447 | 2.76 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 4,718 | 0.00 | 628 | 6.81 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 64,211 | 8,543 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 21 | 3 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 747 | -2.73 | 99 | 4.21 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 2,216 | -1.51 | 295 | 5.00 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 4,464 | 0.00 | 594 | 6.85 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 5,857 | -7.16 | 779 | -0.76 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 3,028 | -31.32 | 403 | -26.64 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 51 | 0.00 | 7 | 0.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10,508 | 2.99 | 1,398 | 10.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,027 | -4.73 | 137 | 1.49 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 5,515 | 0.00 | 734 | 6.85 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 10,481 | -0.55 | 1,394 | 6.25 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 1,506 | 200 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 444 | 0.23 | 59 | 7.27 | ||||
| 2025-05-14 | 13F | First Wilshire Securities Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 411 | 0.00 | 55 | 5.88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 499,359 | -0.98 | 66 | 6.45 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 111,086 | 0.34 | 14,779 | 7.23 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 26 | 3 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5,227 | -18.60 | 695 | -13.02 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5,157 | -80.25 | 686 | -78.90 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,290 | -4.44 | 1,103 | 2.04 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,411 | 0.00 | 188 | 6.86 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 236 | 0.00 | 31 | 6.90 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2,545 | 1.03 | 339 | 7.99 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 1,959 | -13.47 | 261 | -7.47 | ||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 2,777 | -0.36 | 369 | 6.65 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2,355 | 1.73 | 313 | 8.68 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 2,382 | 0.00 | 317 | 6.76 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4,354 | 57.81 | 579 | 68.80 | ||||
| 2025-04-22 | 13F | Amarillo National Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7,749 | -2.50 | 1,031 | 4.15 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 377 | -6.68 | 50 | 0.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 7,550 | 0.39 | 1,004 | 7.26 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 105,050 | 9.54 | 14 | 18.18 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 4,081 | -2.09 | 543 | 4.63 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2,283 | 0.00 | 304 | 6.69 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 150 | 0.00 | 20 | 5.56 | ||||
| 2025-07-17 | 13F | City Holding Co | 13,694 | 0.00 | 1,822 | 6.87 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 66,038 | -1.12 | 8,787 | 5.66 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 53,093 | 1.13 | 7,063 | 8.06 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 847 | -2.53 | 113 | 3.70 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 86 | 0.00 | 11 | 10.00 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 3,040 | 0.00 | 378 | -8.03 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 20,706 | -5.38 | 2,755 | 1.10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 361,800 | 4.02 | 48,134 | 11.15 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1,100 | 146 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 35 | 40.00 | 5 | 33.33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 921,071 | -8.25 | 122,539 | -1.95 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES | 1,806 | 240 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14,180 | -21.77 | 1,886 | -16.40 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,347 | -8.78 | 445 | -2.41 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 33,361 | 0.12 | 4,438 | 6.99 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14,089 | -73.60 | 1,874 | -71.79 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3,794 | 3.75 | 505 | 10.77 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 600 | 0.00 | 80 | 6.76 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 28,560 | 3.10 | 3,800 | 10.18 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 20,023 | -3.11 | 2,664 | 3.54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 300 | -17.36 | 40 | -13.33 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 154,244 | -0.77 | 20,521 | 6.04 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4,275 | -1.68 | 569 | 4.99 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 280 | 0.00 | 37 | 8.82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 38,379 | 1.24 | 5,106 | 8.18 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 8,382 | -0.57 | 1,115 | 6.29 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 4,696 | 96.40 | 625 | 110.10 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 54 | 0.00 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 970 | 0.00 | 129 | 7.50 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2,585 | 1.49 | 344 | 8.20 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 25,910 | 6.11 | 3,447 | 13.39 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2,000 | 0.00 | 266 | 6.83 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 587 | 0.00 | 73 | -7.59 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2,501 | -0.40 | 333 | 6.41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 882,693 | -0.75 | 117,433 | 6.06 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 492 | 0.00 | 65 | 6.56 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 8,308 | 0.00 | 1,105 | 6.87 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 122 | 0.00 | 16 | 6.67 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2,246 | 5.40 | 299 | 12.45 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 1,888 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38,717 | -2.86 | 5,151 | 3.79 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 211 | -42.51 | 28 | -37.78 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53,129 | 23.82 | 7,068 | 32.31 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 30,630 | -1.21 | 4,075 | 5.57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 810,556 | 1.12 | 107,836 | 8.06 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2,739 | 0.00 | 378 | 13.51 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 196 | 0.00 | 26 | 8.33 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5,131 | 0.04 | 683 | 6.90 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 2,804 | 0.00 | 373 | 6.88 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 916 | 0.00 | 122 | 6.14 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 29,714 | -5.29 | 3,953 | 1.20 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4,097 | 95.37 | 545 | 108.81 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2 | 0.00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 20,951 | 1.66 | 2,787 | 8.65 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 358,709 | -1.96 | 44,659 | -9.83 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2,583 | -2.93 | 344 | 3.63 | ||||
| 2025-08-08 | 13F | Renasant Bank | 7,824 | -4.68 | 1,041 | 1.86 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 37,071 | 3.41 | 4,932 | 11.16 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 62,292 | -0.61 | 8,287 | 6.22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 371,280 | 2.32 | 49,395 | 9.34 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 2,255 | 22.22 | 300 | 31.00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 11,963 | 0.02 | 1,592 | 6.85 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 48,502 | -9.29 | 6,453 | -3.08 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 2,320 | 0.00 | 309 | 6.94 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 232 | 0.00 | 31 | 7.14 | ||||
| 2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 47,017 | 2.08 | 6,255 | 9.09 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 400 | 0.00 | 53 | 8.16 | ||||
| 2025-04-16 | 13F | Destiny Capital Corp/CO | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 661 | 0.00 | 88 | 6.10 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 37,329 | -0.54 | 4,966 | 6.29 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,251 | -25.45 | 166 | -20.19 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,091 | -7.49 | 544 | -1.09 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6,837 | -17.08 | 910 | -11.40 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 586 | 0.17 | 78 | 8.33 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9,452 | 15.95 | 1,257 | 23.96 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 535 | -11.57 | 71 | -5.33 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 6,264 | -1.86 | 833 | 4.91 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3 | 0 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 151 | -46.26 | 20 | -47.37 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,023 | 5.76 | 801 | 4.03 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 134 | 0.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 180 | 0.00 | 24 | 4.55 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 224 | 0.00 | 30 | 7.41 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 81,276 | 236.87 | 10,813 | 260.07 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3,067 | 39.98 | 408 | 49.63 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 1,504 | 200 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25,491 | -16.80 | 3,391 | -11.09 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 11 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5,368 | -6.40 | 714 | -0.14 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23,373 | 9.98 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 4,330 | 0.19 | 576 | 7.06 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 1,838 | 0.00 | 245 | 7.02 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2,635 | 351 | ||||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 20,140 | -0.69 | 2,679 | 6.14 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3,292 | 0.15 | 438 | 7.09 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 220,049 | 12.50 | 29,275 | 20.22 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 1,600 | 213 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 78 | 47.17 | 10 | 66.67 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 6,881 | 0.00 | 915 | 6.89 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 61 | 0.00 | 8 | 14.29 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 1,633 | 0.00 | 217 | 6.90 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 6,055 | 0.00 | 806 | 9.23 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 22,027 | -4.26 | 2,930 | 2.30 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 103 | 14 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 9,411 | -3.92 | 1,260 | 3.28 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 8,978 | -1.85 | 1,194 | 4.92 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 939 | 1.73 | 125 | 8.77 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 138,428 | -5.99 | 18,418 | 0.46 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,064 | 15.97 | 408 | 24.09 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5,171 | 0.08 | 688 | 7.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 69,288 | -0.76 | 9 | 12.50 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 68 | 0.00 | 9 | 12.50 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 42,119 | -0.37 | 5,774 | 10.17 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 106,082 | 3.18 | 14,113 | 10.27 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 80 | 0.00 | 11 | 11.11 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 500 | 0.00 | 67 | 6.45 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 51 | -94.46 | 7 | -94.74 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 13,345 | -15.56 | 1,775 | -9.76 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 75,000 | 19.05 | 9,978 | 27.22 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 62,510 | 8,316 | ||||||
| 2025-04-21 | 13F | HFG Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | InvesTrust | 16,804 | -0.04 | 2,236 | 6.84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,030 | -13.88 | 137 | -7.43 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2,655 | -2.14 | 353 | 4.75 | ||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 999 | -14.76 | 133 | -8.97 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 25 | -96.58 | 3 | -96.67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 443,451 | -13.12 | 59,632 | -5.94 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 152,166 | -18.61 | 20,244 | -13.03 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2,927 | 0.03 | 389 | 6.87 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 10,522 | 0.23 | 1,407 | 7.65 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 23,249 | 0.64 | 3,093 | 7.55 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1,400 | 0.00 | 186 | 12.73 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 2,350 | 0.00 | 313 | 6.85 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,860 | 0.00 | 247 | 6.93 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 168,370 | 1.40 | 22,400 | 8.35 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 6,825 | 1.76 | 931 | 23.67 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1,569 | 209 | ||||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 1,650 | 0.00 | 205 | -8.07 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 340 | 0.00 | 45 | 7.14 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 71 | 0.00 | 9 | 12.50 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 17,064 | -0.18 | 2,270 | 6.67 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 47,683 | 6.97 | 6,344 | 14.31 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8,006 | -0.89 | 1,065 | -2.56 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | First Western Trust Bank | 3,158 | -4.45 | 420 | 2.19 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1,140 | 152 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 13,746 | -10.29 | 1,829 | -4.14 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 98,201 | -50.07 | 13,065 | -46.64 | ||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 3,628 | 0.00 | 452 | 0.00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 486 | -18.46 | 65 | -13.51 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 2,189 | -12.05 | 291 | -5.83 | ||||
| 2025-05-15 | 13F | Titleist Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2,390 | 1.79 | 318 | 8.56 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 8,264 | 0.00 | 1,099 | 6.91 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,859 | 1.25 | 247 | 8.33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 35,380 | 1.89 | 4,707 | 8.86 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 28,163 | -0.84 | 3,747 | 5.94 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1,693 | 225 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 291 | 0.00 | 39 | 5.56 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12,175 | 26.69 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 570 | 0.00 | 76 | 7.14 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 20 | 0.00 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 9 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1,769 | 235 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 6,138 | -72.86 | 817 | -67.76 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 44,241 | 0.00 | 5,886 | 6.84 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3,446 | 0.00 | 458 | 7.51 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 69 | 0.00 | 9 | 12.50 | ||||
| 2025-07-24 | 13F | Conning Inc. | 4,009 | 0.00 | 533 | 6.81 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 87,711 | 4.42 | 11,669 | 11.59 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 1,650 | 220 | ||||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 50 | 0.00 | 7 | 0.00 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 2,500 | 0.00 | 333 | 6.75 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 898 | 0.11 | 119 | 7.21 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 1,688 | 0.12 | 225 | 7.18 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 30,258 | 26.31 | 4 | 100.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,084 | 10.62 | 277 | 18.38 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 3,500 | 466 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2,047 | 0.00 | 272 | 7.09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8,797 | 2.77 | 1,169 | 10.92 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 64,089 | 4.47 | 8,526 | 11.64 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2,659 | 354 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,049 | -21.50 | 406 | -21.66 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 53,800 | 2.50 | 7,158 | 9.53 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 183 | 0.00 | 24 | 9.09 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 6,035 | 9.77 | 803 | 17.25 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 3 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,094 | -10.93 | 279 | -4.79 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 16,922 | 0.00 | 2,251 | 6.89 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1,728 | 230 | ||||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 203 | 0.00 | 27 | 8.00 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 2,288 | 0.00 | 304 | 7.04 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 419,261 | -6.13 | 55,779 | 0.31 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 95,674 | 2.87 | 12,729 | 9.93 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3,250 | 0.00 | 432 | 6.93 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2,361 | 0.94 | 314 | 7.90 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 98 | 0.00 | 13 | 0.00 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 31,899 | 4,244 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 8,172 | 3.14 | 1,087 | 10.24 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 | -98.98 | 1 | -100.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 187,379 | -4.84 | 24,929 | 1.68 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 2,346 | 0.00 | 312 | 6.85 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1,629 | 0.93 | 217 | 8.00 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4,489 | 2.07 | 597 | 9.14 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 1,844 | 0.00 | 245 | 6.99 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1,894 | 252 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 11 | 1 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10,652 | 2.16 | 1,417 | 9.17 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 28,606 | -2.57 | 3,806 | 4.10 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 658 | 0.00 | 88 | 7.41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 471 | 0.00 | 63 | 6.90 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 358 | 0.00 | 48 | 6.82 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 471,121 | 58.96 | 62,678 | 69.87 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 12,301 | -2.83 | 1,637 | 3.81 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 27,764 | 2.89 | 3,694 | 9.94 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 44,456 | -7.10 | 5,914 | -0.72 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 174 | 0.00 | 23 | 9.52 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5,688 | 1.54 | 757 | 8.46 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3,519 | 0.00 | 479 | 17.44 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 589 | 51.03 | 78 | 62.50 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 17,042 | 4.99 | 2,267 | 12.23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 158,279 | 4.92 | 21,057 | 12.12 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 4,196 | 0.00 | 459 | 4.57 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 49,788 | -12.69 | 6,624 | -6.71 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 88 | 0.00 | 12 | 10.00 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 2,106 | 1.84 | 280 | 8.95 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 7,465 | 0.00 | 993 | 6.89 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 64,211 | 8,543 | ||||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 1,834 | 0.22 | 244 | 7.05 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 26,198 | 55.63 | 3,485 | 63.31 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 4,081 | 0.15 | 543 | 6.90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,678 | 3.77 | 2,219 | 10.90 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 105 | 0.00 | 14 | 7.69 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 378 | 0.27 | 50 | 8.70 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 200 | 27 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 4,638 | 226.62 | 1 | |||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | -100.00 | 0 | |||||
| 2025-03-18 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 27,088 | 3,604 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3,819 | 0.00 | 508 | 6.95 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 50 | 0.00 | 7 | 0.00 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 5,316 | 29.88 | 707 | 38.90 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 27,364 | -22.64 | 3,641 | -17.33 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 4,414 | 12.17 | 587 | 20.04 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 1,691 | -30.50 | 225 | -25.83 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 1,600 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,443 | -1.94 | 591 | 4.79 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 17,286 | 0.00 | 2,300 | 6.83 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 470 | 0.00 | 63 | 6.90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 2,488 | -27.78 | 331 | -22.66 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 2,971 | -0.47 | 395 | 6.47 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 31,357 | 4.83 | 4 | 33.33 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 2,300 | 0.00 | 306 | 6.64 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2,288 | 304 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 44,706 | -60.53 | 5,948 | -57.82 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 3,811 | 0.00 | 507 | 6.96 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 2,265 | -1.91 | 301 | 4.88 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 71,204 | 9,473 | ||||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 35,792 | -1.02 | 4,762 | 5.75 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10,381 | 5.26 | 1,381 | 12.55 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 38 | 5 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2,349 | 0.00 | 313 | 6.85 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 390 | 0.00 | 53 | 6.12 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9,887 | -13.46 | 1,315 | -7.52 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 4,443 | -1.16 | 591 | 5.72 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 6 | 20.00 | 1 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 500 | 111.86 | 67 | 127.59 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 16,165 | -3.61 | 2,151 | 3.02 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 13,725 | 2.17 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 | 0 | ||||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 2,600 | 0.00 | 346 | 6.81 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2,234 | -1.50 | 297 | 5.32 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1,422 | -12.33 | 189 | -5.97 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 535 | 71 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 524 | -38.28 | 70 | -34.29 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 3,006 | 72.46 | 401 | 84.79 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2,934 | -0.54 | 390 | 6.27 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5,900 | 785 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 856 | -27.76 | 114 | -23.13 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 2,330 | 0.00 | 310 | 6.55 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 17,158 | -5.32 | 2,283 | 1.15 | ||||
| 2025-04-25 | 13F | Amara Financial, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1,911 | -11.40 | 254 | -5.22 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 2,493 | 4.84 | 332 | 11.82 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 61,125 | -5.26 | 8,132 | 1.25 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,000 | 0.00 | 134 | 7.26 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4,622 | 0.00 | 615 | 6.78 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2,398 | -11.05 | 319 | -4.78 | ||||
| 2025-04-10 | 13F | Teamwork Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2,206 | 294 | ||||||
| 2025-08-12 | 13F | Beaton Management Co. Inc. | 1,640 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 15,000 | -2.43 | 1,996 | 4.23 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1,077 | 0.09 | 143 | 7.52 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 17,686 | -0.22 | 2,353 | 6.62 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 13,560 | 0.00 | 1,804 | 6.87 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8,675 | -0.05 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 67,133 | -0.08 | 8,931 | 6.78 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 600 | 0.00 | 80 | 6.76 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 8,566 | -9.65 | 1,140 | -3.47 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Newton One Investments LLC | 57,471 | -0.33 | 7,646 | 6.51 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 19,652 | 7.07 | 2,614 | 14.40 | ||||
| 2025-08-14 | 13F | Acas, Llc | 6,641 | -1.75 | 933 | 13.09 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 16,001 | 0.00 | 2,129 | 6.83 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 1,083 | -19.54 | 144 | -13.77 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 754 | 0.00 | 100 | 7.53 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 31,197 | 4.07 | 4,150 | 11.20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46,646 | 0.47 | 6,206 | 7.35 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14,944 | 959.11 | 1,988 | 1,036.00 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 42,470 | -12.68 | 5,650 | -6.69 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7,775 | 11.10 | 1,034 | 18.71 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4,745 | -38.19 | 631 | -33.93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58,848 | -0.16 | 7,829 | 6.69 | ||||
| 2025-08-06 | 13F | Simmons Bank | 4,354 | 0.00 | 579 | 6.83 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2,130 | -8.19 | 283 | -1.74 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 1,505 | 200 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2,474 | -4.66 | 329 | 1.86 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2,290 | 0.00 | 305 | 6.67 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 4,798 | 0.00 | 638 | 6.87 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 56,276 | 59.23 | 7,487 | 70.14 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 25,179 | -3.47 | 3,350 | 3.14 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 5,805 | -1.61 | 772 | 5.18 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 40 | 0.00 | 5 | 25.00 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 2,300 | 0.00 | 306 | 6.64 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3,938 | 0.00 | 524 | 6.73 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1,400 | 0.00 | 186 | 6.90 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 2,740 | 0.00 | 365 | 6.74 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 5,038 | 0.00 | 670 | 6.86 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54,067 | 3.42 | 7 | 16.67 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 2,432 | 324 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 3,894 | 0.00 | 518 | 7.02 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 2,800 | -8.20 | 373 | -1.85 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 14,247 | 2.27 | 1,895 | 9.28 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15,366 | 8.33 | 2,044 | 15.81 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11,017 | 0.48 | 1,466 | 7.40 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,904 | 0.00 | 386 | 6.93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7,316 | 4.48 | 973 | 11.71 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 355,990 | 47,361 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 13,377 | 2.34 | 1,780 | 9.34 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4,901 | 0.00 | 652 | 6.89 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 5,138 | -0.58 | 640 | -8.58 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 7,313 | 0.05 | 973 | 6.93 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 550 | -17.91 | 73 | -12.05 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 4,374 | -16.67 | 582 | -11.03 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1,510 | 201 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 83 | 0.00 | 11 | 10.00 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Capital Square, LLC | 6,643 | 0.00 | 903 | 9.07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,412 | 49.30 | 720 | 59.42 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 169 | 0.00 | 22 | 4.76 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,384 | -0.67 | 849 | 6.13 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5,493 | -2.33 | 731 | 4.29 | ||||
| 2025-05-06 | 13F | M1 Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10,312 | 6.03 | 1,372 | 13.31 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,130 | 0.27 | 150 | 7.14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2,496 | -67.01 | 332 | -64.72 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 271 | 803.33 | 36 | 1,100.00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Founders Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 98,169 | 3.23 | 13,060 | 10.31 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 178 | -30.47 | 24 | -25.81 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 115 | 0 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 104,671 | 23.19 | 13,925 | 31.64 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 17,441 | 7.95 | 2,320 | 15.37 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 963 | 0.00 | 128 | 7.56 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4,440 | -47.53 | 591 | -43.97 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,870 | -25.79 | 249 | -20.77 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3,309 | -7.18 | 440 | -0.68 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 16,457 | 5.91 | 2,189 | 13.19 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 3,675 | -9.82 | 489 | -3.75 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 2,625 | 30.60 | 349 | 39.60 | ||||
| 2025-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 10,641 | -3.29 | 1,416 | 3.36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 10,543 | 38.41 | 1,403 | 52.72 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 12,801 | -0.12 | 1,703 | 6.77 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 6,546 | -0.83 | 871 | 5.97 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 23,008 | -0.14 | 3,061 | 6.69 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 9,911 | -85.01 | 1,319 | -83.99 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3,119 | 0.00 | 415 | 6.70 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 1,302 | 0.00 | 173 | 6.79 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 250 | 33 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 50,809 | 10.22 | 6,760 | 17.77 | ||||
| 2025-05-15 | 13F | RMB Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3,947 | -9.20 | 525 | -2.96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3,506 | 15.67 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 270 | 0.00 | 36 | 6.06 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10,616 | -1.77 | 1,412 | 4.98 | ||||
| 2025-05-19 | 13F | Game Plan Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 35,301 | -29.94 | 4,696 | -25.14 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3,774 | -95.43 | 502 | -95.12 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 3,500 | 0.00 | 466 | 6.90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7,038 | -56.33 | 876 | -59.83 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 4,857 | 646 | ||||||
| 2025-05-12 | 13F | Claro Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1,567,873 | -3.88 | 208,590 | 2.72 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 18,354 | 56.64 | 2,464 | 69.00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 3,755 | -8.30 | 500 | -1.96 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4,590 | -25.00 | 611 | -19.84 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12,847 | 9.51 | 1,718 | 17.60 | ||||
| 2025-08-04 | 13F | Cambridge Capital Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10,181 | 1.08 | 1,354 | 8.06 | ||||
| 2025-04-24 | 13F | Holistic Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,887 | 1.94 | 384 | 9.09 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 5,313 | 6.28 | 707 | 13.50 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 2,834 | 0.04 | 377 | 7.10 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 1,750 | 0.00 | 233 | 6.91 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 24,571 | -1.11 | 3,269 | 5.66 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 139,285 | 18,534 | ||||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 10,230 | 0.00 | 1,361 | 6.83 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 24,148 | 551.42 | 3,213 | 596.75 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 1,174 | 643.04 | 156 | 721.05 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 39 | 0.00 | 5 | 25.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3,118 | -14.25 | 415 | -8.41 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 8,612 | -20.85 | 1,146 | -15.44 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 22,204 | 2,686 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2,305 | -16.24 | 0 | |||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 344 | 6.85 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 5,305 | -0.11 | 706 | 6.66 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 134,000 | 13,193.65 | 1 | -99.20 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8,201 | 8.90 | 1,091 | 16.44 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 40 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 64,453 | 169.54 | 8,575 | 188.14 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 364 | -2.93 | 48 | 4.35 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,125 | -46.43 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 20,249 | -14.32 | 2,694 | -8.46 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8,001 | 1.20 | 1,064 | 8.13 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 3,338 | -21.94 | 444 | -16.54 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 17,247 | 6.78 | 2,295 | 14.13 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,366 | 4.92 | 182 | 12.42 | ||||
| 2025-08-08 | 13F | Pioneer Trust Bank N A/or | 2,200 | 0.00 | 293 | 6.96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,019,154 | -2.44 | 268,628 | 4.25 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,262 | -49.24 | 443 | -42.84 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57,432 | -53.31 | 7,641 | -50.11 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 484 | 0.00 | 64 | 6.67 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 279 | 0.00 | 37 | 8.82 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 19,476 | -1.29 | 2,591 | 5.50 | ||||
| 2025-04-10 | 13F | Maltin Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Spreng Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 3,504 | 0.00 | 466 | 6.88 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 344,820 | -4.72 | 45,875 | 1.82 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13,900 | 9.53 | 1,849 | 17.03 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 29,035 | 5.80 | 3,863 | 13.06 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,523 | 0.47 | 1,134 | 7.29 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1,696 | -2.70 | 226 | 3.69 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2,279 | 25.08 | 303 | 34.07 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 5,000 | 0.00 | 665 | 6.91 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 200,658 | 0.01 | 26,696 | 6.87 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 4,583 | -24.25 | 610 | -19.12 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3,077 | 0.00 | 409 | 6.79 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 182,966 | 5.23 | 24,342 | 12.45 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 6,015 | -3.48 | 800 | 3.23 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 9,994 | 25.21 | 1,330 | 33.84 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5,322 | 0.02 | 713 | |||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 518 | 0.19 | 69 | 6.25 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 3,853 | 0.00 | 513 | 6.89 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5,963 | 0.02 | 793 | 6.87 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 4,840 | 1.62 | 644 | 8.61 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 36,057 | 3.67 | 4,881 | 12.73 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 106 | 0.00 | 14 | 7.69 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 15,578 | 4.08 | 2,072 | 11.22 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 112 | 0.00 | 15 | 7.69 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,317 | -1.19 | 0 | |||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | TT Capital Management LLC | 8,555 | 1,073 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14,378 | -28.27 | 1,913 | -23.37 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 3,713 | 497 | ||||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 149 | -99.62 | 20 | -99.61 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 200 | 0.00 | 27 | 8.33 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 1,636 | 0.00 | 218 | 6.90 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 3,833 | 0.00 | 510 | 6.71 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 41,675 | -5.31 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5,281 | -0.70 | 703 | 6.04 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 38,742 | -0.05 | 5,154 | 6.82 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 187 | 0.00 | 25 | 4.35 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5,512 | 79.66 | 733 | 92.39 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7,165 | -1.05 | 953 | 5.77 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 8,061 | 1,072 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 7,400 | 60.87 | 984 | 72.03 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 35,675 | -3.90 | 4,746 | 2.71 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2,471 | 0.00 | 329 | 6.84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 143,552 | -2.85 | 19,098 | 3.82 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 546 | 0.00 | 73 | 7.46 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 2,275 | 0.00 | 303 | 6.71 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9,607 | -14.78 | 1,278 | -8.91 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | 0.00 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,729 | 230 | ||||||
| 2025-07-10 | 13F | Security National Bank | 2,265 | 0.00 | 301 | 7.12 | ||||
| 2025-07-31 | 13F | United Community Bank | 1,047 | 0.00 | 139 | 6.92 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 4,364 | 1.96 | 1 | |||||
| 2025-08-07 | 13F | Commerce Bank | 6,381 | 0.00 | 849 | 6.80 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 32,867 | 0.45 | 4,373 | 7.34 | ||||
| 2025-04-11 | 13F | Congress Asset Management Co /ma | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 1,571 | 209 | ||||||
| 2025-04-14 | 13F | Old National Bancorp /in/ | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2,150 | 0.00 | 286 | 7.12 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 913 | 0.00 | 121 | 7.08 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 263 | 0.00 | 35 | 6.25 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 66,020 | -1.98 | 8,938 | 6.58 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 182,377 | -4.88 | 24,264 | 1.64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54,643 | -17.69 | 7 | -12.50 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 49 | 0.00 | 6 | 0.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6,422 | -1.15 | 854 | 5.69 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 26,757 | -0.26 | 3,560 | 6.56 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,180 | 0.17 | 157 | 7.53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,292,798 | 0.61 | 438,074 | 7.51 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 22 | 0.00 | 3 | 0.00 | ||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 61,441 | -0.83 | 8 | 14.29 | ||||
| 2025-07-31 | 13F | CNB Bank | 164 | 0.00 | 22 | 5.00 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 123,791 | 4.96 | 16,469 | 12.16 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4,269 | -0.23 | 568 | 6.57 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 1,520 | 202 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,139 | -29.69 | 152 | -24.88 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 100 | 0.00 | 13 | 8.33 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,964 | 4.29 | 527 | 11.42 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,913 | 25.86 | 255 | 34.39 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 62 | 8 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7,608 | 3.20 | 1,012 | 10.36 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 73,707 | -0.02 | 9,806 | 6.83 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,192 | -8.80 | 159 | -2.47 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2,314 | -3.74 | 308 | 2.68 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 44,955 | -5.60 | 5,981 | 0.86 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 508 | 0.00 | 63 | -7.35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,117,480 | -8.53 | 148,669 | -2.26 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 127 | 0.00 | 17 | 6.67 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 408 | 0.00 | 54 | 8.00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 53,678 | -7.08 | 7,141 | -0.71 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 20,435 | -2.60 | 2,719 | 4.06 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 28 | 0.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 2,912 | -39.48 | 387 | -35.39 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 6,427 | -13.74 | 855 | -7.87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35,373 | 19.40 | 4,706 | 27.58 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 1,104 | 0.00 | 147 | 6.57 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 6,792 | 0.00 | 904 | 6.86 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 4,769 | 0.00 | 634 | 6.91 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4,913 | -0.81 | 654 | 6.01 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 294 | 0.00 | 39 | 8.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 164,399 | 3.79 | 21,878 | 10.88 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 18,275 | 2 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13,098 | -36.13 | 1,743 | -31.77 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 73,694 | -10.48 | 9,804 | -4.33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 71,309 | -2.40 | 9,487 | 4.29 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 400 | 0.00 | 53 | 8.16 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 3,379 | 0.00 | 450 | 6.90 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 829 | 0.00 | 110 | 6.80 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 21,932 | 80.60 | 2,918 | 93.05 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 42,550 | 0.00 | 5,661 | 6.85 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 28,934 | -18.76 | 3,849 | -13.19 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 108 | 0.00 | 14 | 7.69 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4,546 | -56.22 | 605 | -53.25 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 58,321 | 6.44 | 7,759 | 13.74 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,076 | -7.49 | ||||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 1,664 | 0.00 | 221 | 6.76 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 160,166 | -0.97 | 21,309 | 5.83 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 1,683 | -50.83 | 224 | -51.84 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 1,921 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15,857 | -15.32 | 2,110 | -9.52 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 8,925 | -4.62 | 1,187 | 1.98 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 112 | -89.35 | 14 | -90.85 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 167,376 | 5.48 | 22,268 | 12.71 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 2,811 | -10.99 | 374 | -5.09 | ||||
| 2025-05-09 | 13F | Geneva Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2,704 | 0.00 | 360 | 6.85 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 1,820 | -4.01 | 242 | 2.98 | ||||
| 2025-08-12 | 13F | Bokf, Na | 43,162 | -3.54 | 5,742 | 3.09 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 22,702 | -0.29 | 3,020 | 6.56 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 298,748 | 2.45 | 39,746 | 9.47 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 125,080 | -59.46 | 16,641 | -56.68 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7,348 | -9.59 | 978 | -3.36 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 308 | 41 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 64 | 9 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1,895 | -1.30 | 252 | 5.44 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 12,632 | 0.00 | 1,573 | 0.00 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 11,809 | 0.05 | 1,571 | 6.94 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 19,106 | 0.02 | 2,542 | 6.85 | ||||
| 2025-05-14 | 13F | Bedell Frazier Investment Counseling, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 6,865 | -44.38 | 913 | -40.56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 747 | -25.37 | 99 | -20.16 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 30,063 | 4 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 88 | 12 | ||||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 6,860 | -13.01 | 913 | -7.03 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 22,756 | -3.76 | 3,027 | 2.85 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 256 | 34 | ||||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1,477 | 0.00 | 197 | 7.10 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Motco | 1,781 | 0.00 | 238 | 7.69 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 96 | 0.00 | 13 | 9.09 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 66 | 9 | ||||||
| 2025-08-12 | 13F | Umpqua Bank | 10,680 | 26.74 | 1,441 | 37.27 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 402 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,061,907 | -4.45 | 141,276 | 2.10 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 12,746 | 8.55 | 1,696 | 16.02 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2,000 | -11.11 | 266 | -5.00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4,380 | 0.18 | 583 | 6.99 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 104 | 0.00 | 14 | 8.33 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12,334 | -8.19 | 1,641 | -1.85 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 2,240 | 0.09 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 162 | 0.62 | 22 | 5.00 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6,749 | 0.24 | 898 | 7.04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 86,495 | -1.32 | 11,507 | 5.45 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 6,060 | 0.00 | 806 | 6.90 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 3,859 | -26.38 | 513 | -21.32 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3,492 | 0.00 | 465 | 6.91 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38 | 0.00 | 5 | 25.00 |
Other Listings
| MX:IJT |
