Mga Batayang Estadistika
| Pemilik Institusional | 1513 total, 1510 long only, 0 short only, 3 long/short - change of 3.06% MRQ |
| Alokasi Portofolio Rata-rata | 1.3914 % - change of -3.36% MRQ |
| Saham Institusional (Jangka Panjang) | 322,674,234 (ex 13D/G) - change of 8.61MM shares 2.74% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 40,929,305 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (US:ITOT) memiliki 1513 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 322,674,234 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Wells Fargo & Company/mn, Betterment LLC, Wealthfront Advisers Llc, Morgan Stanley, Alliancebernstein L.p., Bank Of America Corp /de/, LPL Financial LLC, Colony Group, LLC, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (ARCA:ITOT) 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 141.90 / share. Previously, on September 6, 2024, the share price was 118.26 / share. This represents an increase of 19.99% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-02 | BlackRock Portfolio Management LLC | 49,893,089 | 52,997,206 | 6.22 | 10.20 | 4.08 | ||
| 2025-02-07 | BlackRock, Inc. | 9,831,627 | 2.00 |
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.
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Truefg, Llc | 6,209 | 0.94 | 838 | 11.73 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio | 41,500 | 0.00 | 5,604 | 10.69 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11,823 | -0.42 | 2 | 0.00 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 450 | 61 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 420 | 0.00 | 57 | 9.80 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 29,769 | 19.81 | 4,020 | 32.60 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 61,470 | 20.35 | 8,301 | 33.20 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1,615 | 218 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 282,286 | -3.21 | 38,120 | 7.12 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2,502 | -4.14 | 338 | 9.06 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 56,090 | -2.56 | 7,574 | 7.85 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 32,519 | -20.28 | 4,391 | -11.77 | ||||
| 2025-04-16 | 13F | Praetorian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 10,967 | 0.30 | 1,481 | 10.94 | ||||
| 2025-08-05 | 13F | Core Alternative Capital | 1,120 | 0.00 | 151 | 11.03 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 200 | 0.00 | 27 | 12.50 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1,925 | 0.00 | 260 | 10.68 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 371,676 | -3.53 | 50,191 | 6.78 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 831 | 0.24 | 112 | 10.89 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 5,962 | -18.93 | 810 | -9.81 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4,528 | -2.60 | 611 | 7.76 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 164,261 | 4.36 | 22,878 | 26.45 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4,447 | 0.20 | 601 | 10.91 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 2,480 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 5,757 | 0.00 | 777 | 10.68 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 4,617 | 0.13 | 624 | 10.85 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2,079 | -32.87 | 281 | -25.73 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2,847 | 1.75 | 384 | 12.61 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1,704 | 230 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 2,234 | 302 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 43,271 | 1,619.83 | 5,843 | 1,708.98 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4,236 | 0.00 | 572 | 10.85 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 5,780 | 0.00 | 781 | 10.64 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8,680 | -9.21 | 1,172 | 0.51 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 5,180 | 0.00 | 700 | 10.60 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 162 | -12.43 | 22 | -4.55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 221,956 | -2.97 | 29,973 | 7.39 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 19,321 | 247.69 | 2,713 | 303.57 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 1,486 | 201 | ||||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 19,809 | -1.58 | 2,675 | 8.96 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 49,570 | -0.33 | 6,694 | 10.30 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 9,584 | 0.29 | 1,294 | 11.07 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9,136 | -1.17 | 1,234 | 9.41 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 72,708 | -0.68 | 9,819 | 9.93 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 3,130 | -1.32 | 423 | 9.33 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 9,200 | 0.00 | 1,242 | 10.70 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 215,327 | 33.05 | 29,078 | 47.26 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 9,605,846 | 2.90 | 1,297,173 | 13.89 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 50,643 | -7.78 | 6,839 | 2.06 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 18,861 | 21.13 | 2,547 | 34.07 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3,083 | 23.22 | 416 | 36.39 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 5 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,384 | 75.43 | 457 | 94.47 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 189,962 | 4.68 | 25,653 | 15.85 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1,312 | 0.00 | 177 | 10.63 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,056 | 0.19 | 143 | 10.94 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,217 | -12.72 | 299 | -3.24 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1,019,989 | -46.54 | 137,741 | -40.84 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 2,864 | 0.00 | 349 | -5.16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,466,061 | 4.04 | 738,137 | 15.15 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 2,217 | 9.32 | 299 | 21.05 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9,405 | 16.17 | 1,270 | 28.67 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 27,418 | -4.88 | 3,703 | 5.29 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3,526 | 40.48 | 476 | 55.56 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 149,286 | -5.68 | 20,160 | 4.39 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 4,743 | 0.04 | 640 | 10.73 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 13,202 | 0.00 | 1,783 | 10.68 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 308 | 0.00 | 42 | 10.81 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 169 | 3.68 | 21 | 0.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 87,497 | 3.31 | 11,816 | 14.34 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 16,672 | 0.00 | 2,251 | 10.67 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 6,747 | 0.00 | 911 | 10.69 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 30,708 | -0.64 | 4,147 | 9.97 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2,616 | -1.43 | 353 | 9.29 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,178 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 85,765 | 1.35 | 12 | 10.00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9,831 | -1.43 | 1,328 | 3.51 | ||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 10,800 | 1.08 | 1,458 | 11.90 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 21,066 | -34.94 | 2,845 | -28.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 34,210 | 11.54 | 4,621 | 23.46 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 483,793 | 65,331 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 18,155 | 7.87 | 2,452 | 19.39 | ||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 2,500 | 0.00 | 338 | 10.49 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 8,706 | -21.41 | 1,176 | -13.03 | ||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 1,066 | -4.82 | 137 | -5.52 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 292,247 | 4.74 | 39,453 | 15.90 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 28,449 | 3,842 | ||||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 2,278 | 0.00 | 308 | 10.83 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 2,168 | 0.00 | 293 | 10.61 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 18,243 | 2.80 | 2,464 | 13.76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 57,740 | 70.52 | 7,797 | 88.74 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 122,060 | 297.03 | 16,483 | 339.52 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 104,157 | 8.33 | 14,065 | 19.90 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 33,933 | -0.64 | 4,031 | 2.36 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 28,132 | 0.11 | 3,799 | 10.82 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 171 | 0.00 | 23 | 15.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 43,476 | -9.60 | 5,905 | 3.60 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 482 | -46.21 | 65 | -40.37 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 1,544 | 209 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 149,122 | 2.16 | 20,137 | 13.07 | ||||
| 2025-04-21 | 13F | Abundance Wealth Counselors | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 466 | -13.70 | 63 | -4.62 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4,600 | -5.23 | 621 | 4.90 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4,942 | 1.02 | 667 | 11.91 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2,771 | -4.15 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 6,945 | -37.43 | 938 | -30.80 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 200 | 0.00 | 27 | 12.50 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 450 | 0.00 | 61 | 11.11 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 5,074 | 1.48 | 678 | 10.98 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 269,425 | -50.35 | 36,385 | -45.05 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1,331 | 0.00 | 180 | 10.49 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 4,137 | 0.00 | 559 | 10.71 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10,109 | 0.89 | 1,365 | 11.70 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1,911 | -34.24 | 258 | -27.12 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 857 | 0.00 | 116 | 10.58 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 4,171 | -4.09 | 563 | 6.23 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 736 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 179,321 | 5.98 | 24,215 | 17.29 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,875 | -33.39 | 253 | -28.33 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 19,775 | -4.40 | 2,670 | 5.83 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 15,496 | 0.01 | 2,093 | 10.69 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1,757 | 237 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,680 | -30.86 | 227 | -23.65 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 27,628 | 0.04 | 3,731 | 10.72 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4,080 | -20.19 | 557 | -10.75 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 4,143 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 185,429 | -0.43 | 25,040 | 10.20 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 56,500 | -6.36 | 7,630 | 3.63 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2,342 | 0.00 | 316 | 10.88 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 63,844 | -6.09 | 8,621 | 3.94 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 412 | -18.74 | 56 | -9.84 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 53,048 | -0.96 | 7,164 | 9.61 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 3,156 | -14.61 | 426 | -5.33 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2,602 | -3.67 | 351 | 6.69 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 211,553 | -12.93 | 28,568 | -3.63 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 50,736 | 39.25 | 6,851 | 54.13 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 4,386 | -0.41 | 592 | 10.24 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 727,134 | -3.36 | 100,432 | 8.46 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 95,976 | 7.12 | 12,961 | 18.55 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 36,071 | 4.16 | 4,871 | 15.27 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 203,377 | -1.57 | 27,464 | 8.95 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 25,956 | 0.74 | 3,505 | 11.52 | ||||
| 2025-08-14 | 13F | Claar Advisors LLC | 998,663 | 15.67 | 134,859 | 28.02 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 17,545 | -1.12 | 2,369 | 9.47 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio | 77,000 | 0.00 | 10,398 | 10.69 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 2,325 | 1.17 | 314 | 11.79 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 2,083 | 0.00 | 281 | 10.63 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 15,365 | 0.12 | 2,075 | 10.79 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 25,309 | 3,420 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2,494 | 0.16 | 337 | 10.89 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 24,017 | -4.85 | 3,243 | 5.33 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,256 | 0.00 | 170 | 10.46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16,415 | 2,217 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4,579 | 74.17 | 618 | 93.13 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 418,567 | -2.54 | 56,523 | 7.87 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 1,623 | 219 | ||||||
| 2025-05-09 | 13F | Sound Financial Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 704 | 43.67 | 95 | 53.23 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 1,849 | -0.86 | 250 | 9.69 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Baer Investment Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2,651 | 12.71 | 358 | 24.83 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 413 | 0.24 | 56 | 10.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5,283 | -4.59 | 713 | 5.63 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 587 | 0.00 | 79 | 11.27 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 25,376 | 24.72 | 3,427 | 38.03 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 26,664 | 3,601 | ||||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 12,444 | 0.00 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 91,658 | 0.15 | 12,723 | 13.45 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 14,945 | -0.61 | 2,018 | 10.03 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 24,740 | -2.97 | 3,341 | 7.36 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 28,474 | -6.26 | 3,845 | 3.78 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 9,976 | 1,347 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 4,949 | 668 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 44,174 | -4.58 | 5,965 | 5.61 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 5,493 | 27.09 | 742 | 40.61 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 130,007 | 14.45 | 17,556 | 26.68 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 56,299 | -2.51 | 7,603 | 3.26 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 185,418 | -3.41 | 25,036 | 6.89 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1,625 | 219 | ||||||
| 2025-07-11 | 13F | Bell Bank | 4,370 | 590 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 2,109 | 4.30 | 285 | 15.45 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 1,891 | 0.69 | 263 | 21.20 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 4,515 | 0.00 | 610 | 10.73 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 6,293 | 0.00 | 850 | 10.69 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 14,313 | 1,933 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 157,171 | 2,359.64 | 21,224 | 2,624.52 | ||||
| 2025-07-16 | 13F | American National Bank | 4,466 | -3.14 | 603 | 7.30 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4,109 | 752.49 | 555 | 855.17 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 9,385 | 0.00 | 1,267 | 10.66 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1,388,351 | -2.44 | 187 | 8.09 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 35,267 | 3.74 | 4,762 | 14.83 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 56,007 | 31.23 | 7,563 | 45.25 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 13,866 | 0.01 | 1,872 | 10.70 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5,616 | 0.00 | 758 | 10.66 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 22,540 | 0.00 | 3,044 | 10.65 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9,769 | 1,319 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 23,359 | -1.14 | 3,154 | 9.44 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4,044 | 84.32 | 546 | 104.49 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 19,471 | 0.06 | 2,629 | 10.74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 251,673 | -5.20 | 33,986 | 4.92 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 4,610 | 0.00 | 623 | 10.68 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 15,434 | 0.00 | 2,084 | 10.67 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4,982 | -6.41 | 673 | 3.54 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 2,404 | -0.33 | 325 | 10.20 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3,320 | 0.00 | 448 | 10.62 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3,438 | -15.57 | 464 | -6.45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 62,450 | -4.81 | 8,433 | 5.36 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 495 | 0.00 | 67 | 10.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,036 | 18.08 | 815 | 30.82 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 1,909 | -13.11 | 258 | -4.10 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 14,519 | 0.00 | 1,961 | 10.67 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2,080 | -0.53 | 281 | 9.80 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 28,526 | -1.76 | 3,852 | 8.75 | ||||
| 2025-07-25 | NP | FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,500 | -57.14 | 193 | -57.58 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 69,614 | 1,154.08 | 9,401 | 1,288.48 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 3,752 | -4.82 | 507 | 5.42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14,756 | 33.21 | 1,993 | 47.45 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 50,461 | -11.57 | 6,814 | -2.13 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 36,303 | 42.21 | 4,669 | 49.94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 103,636 | 0.46 | 13,995 | 11.18 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 2,876 | 0.00 | 388 | 10.86 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 4,380 | -4.37 | 591 | 5.91 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2,489 | 0.00 | 336 | 15.86 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 74 | 10 | ||||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 4,430 | 0.00 | 598 | 10.74 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 273 | 18.18 | 37 | 28.57 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 2,990 | -16.20 | 404 | -7.36 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 36,587 | 96.06 | 4,941 | 117.05 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 3,169 | 428 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 2,987 | 13.06 | 403 | 25.16 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 283,483 | 1.39 | 38,282 | 12.22 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 8,860 | -0.16 | 1,081 | -5.26 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 26,708 | 2.28 | 3,607 | 7.39 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 254,070 | 21.56 | 34,310 | 34.55 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 921,408 | -33.68 | 124,427 | -26.59 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 3,847 | 0.00 | 519 | 10.66 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5,594 | 1.47 | 755 | 12.35 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 37,225 | 2.58 | 5,027 | 13.53 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 11,087 | 2.36 | 1,497 | 13.32 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 506 | -22.87 | 68 | -10.53 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17,540 | 15.09 | 2,369 | 27.38 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 87,238 | 11,781 | ||||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 3,476 | 7.42 | 421 | -1.87 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 112,275 | -14.48 | 15,162 | -5.35 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 54 | 0.00 | 7 | 16.67 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 45,974 | -0.79 | 6 | 20.00 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 6,365 | -0.33 | 860 | 10.27 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 974,950 | 1.40 | 131,657 | 12.23 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 499 | 0.00 | 67 | 11.67 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 32,080 | -19.59 | 4,332 | -10.99 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2,256 | -8.07 | 309 | 3.34 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2,194 | -38.97 | 296 | -32.42 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 156,670 | 1.85 | 21,157 | 12.72 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 21,413 | -0.26 | 2,892 | 10.39 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 956 | -46.83 | 128 | -42.01 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 2,580 | 0.00 | 348 | 10.83 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 94,218 | 9.34 | 12,723 | 21.02 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3,588 | -0.08 | 485 | 4.99 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 43,883 | 3.79 | 5,926 | 14.47 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 12,213 | -0.17 | 1,649 | 10.52 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 7,081 | 0.00 | 956 | 10.78 | ||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 5,395 | -4.36 | 728 | 5.81 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2,167 | 293 | ||||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 2,267 | 0.00 | 306 | 10.87 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 9,066 | 0.00 | 1,224 | 10.67 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 295,956 | -15.80 | 39,777 | -5.87 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 1,953 | 15.77 | 264 | 28.29 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 7,856 | 0.00 | 1,061 | 10.65 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 241,266 | 0.39 | 32,585 | 11.17 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 8,051 | -2.84 | 1,087 | 7.52 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio | 69,000 | 0.00 | 9,318 | 10.68 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8,350 | 296.86 | 1,128 | 340.23 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 1,175 | 0.00 | 159 | 10.49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1,987 | 268 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 29,215 | 3.21 | 3,945 | 14.25 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 43,045 | -0.25 | 5,813 | 10.39 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 173 | 0.58 | 23 | 9.52 | ||||
| 2025-04-16 | 13F | Tudor Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 19,425 | -5.61 | 2,669 | 6.29 | ||||
| 2025-08-01 | 13F | Independent Order of Foresters | 672,744 | 0.00 | 90,847 | 10.68 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 2,948 | 64.78 | 398 | 82.57 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1,856 | 0.11 | 251 | 10.62 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14,477 | 14.00 | 1,955 | 26.15 | ||||
| 2025-04-14 | 13F | Lpwm Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Main Street Research LLC | 3,405 | 460 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2,825 | 3.40 | 382 | 8.55 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 2,586 | 0.00 | 349 | 10.79 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 6,202 | 0.00 | 838 | 10.71 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 84,491 | -6.66 | 11,410 | 3.30 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 103,958 | -13.38 | 14,038 | -4.13 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 77,806 | 306.30 | 10,507 | 349.74 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 33,303 | 1.51 | 4,550 | 19.55 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 10,658 | -0.62 | 1,439 | 4.35 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 5,927 | 0.00 | 800 | 10.65 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 81,488 | -2.43 | 11,004 | 7.99 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 77,075 | -6.54 | 10 | 0.00 | ||||
| 2025-07-15 | 13F | Cigna Investments Inc /new | 231,072 | -4.61 | 31 | 6.90 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 27,619 | 0.90 | 3,730 | 11.68 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 21,243 | -13.43 | 2,869 | -4.18 | ||||
| 2025-08-05 | 13F | Allstate Corp | 748,331 | -39.04 | 101,055 | -32.53 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 742 | 100 | ||||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 2,225 | 1.60 | 300 | 12.36 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,896,181 | 0.55 | 256,060 | 11.29 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2,549 | 1.68 | 344 | 12.79 | ||||
| 2025-04-16 | 13F | Greenhouse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 1,696 | 0.00 | 229 | 11.17 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 55,005 | -0.76 | 7,428 | 9.83 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 12,862 | -21.99 | 1,746 | -7.72 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 150,532 | -3.40 | 20,328 | 6.91 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 25,631 | 0.01 | 3,461 | 10.72 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 4,103 | 0.00 | 1 | |||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 151,777 | 5.58 | 20,496 | 16.85 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 8,270 | 34.87 | 1,117 | 49.20 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 345 | 0.00 | 47 | 9.52 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5,604 | 56.14 | 757 | 73.00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 10,340 | 0.27 | 1,396 | 10.97 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 77 | 0.00 | 10 | 11.11 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1,901 | 0 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 6,812 | -0.01 | 920 | 10.59 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,935,906 | 4.06 | 531,505 | 15.17 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5,609 | -2.55 | 757 | 7.83 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 3,618 | 471 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 711,669 | 0.88 | 96,104 | 11.65 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 50,605 | -0.42 | 6,834 | 10.21 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2,190 | -70.90 | 296 | -67.86 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 485 | 65 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 4,698 | 0.00 | 634 | 10.65 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10,874 | 0.00 | 1,468 | 10.71 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4,211 | 10.32 | 569 | 22.15 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 1,486 | 201 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 6,610 | 8.04 | 893 | 19.57 | ||||
| 2025-07-18 | 13F | jvl associates llc | 442,766 | -4.02 | 59,791 | 6.23 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 2,170 | 0.60 | 293 | 11.41 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 10,583 | -11.41 | 1,429 | -1.92 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 582,276 | -50.15 | 78,631 | -44.83 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 8,609 | 5.98 | 1,163 | 17.26 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 12,299 | -11.48 | 1,661 | -2.06 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 361,135 | -1.39 | 48,768 | 9.14 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 641,429 | -0.27 | 86,619 | 10.38 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,450 | 0.20 | 466 | 10.71 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 217,400 | -5.24 | 29,358 | 4.88 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 1922 Investment Co LLC | 5 | 1 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 69,639 | 12.11 | 9 | 28.57 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4,360 | 0.00 | 532 | -5.18 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 1,773 | 0.00 | 239 | 10.65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 153,993 | 33.64 | 20,795 | 47.91 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 8,790 | -9.61 | 1,187 | 0.08 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 765 | 103 | ||||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 39,200 | -26.45 | 4,783 | -30.24 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 17,950 | -17.85 | 2,190 | -22.06 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 43,964 | 0.00 | 5,937 | 10.66 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 3,379 | 0.00 | 456 | 10.68 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 5,360 | -6.13 | 724 | 3.88 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 192,006 | -0.53 | 25,929 | 10.10 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 15,922 | -3.00 | 2,199 | 9.84 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,577 | 213 | ||||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Northeast Investment Management | 5,217 | 0.00 | 705 | 10.69 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 4,857 | 3.49 | 656 | 14.51 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,638,760 | 3.06 | 356,338 | 14.06 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 2,400 | 0.00 | 324 | 10.96 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 275,195 | -0.36 | 33,577 | -5.48 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 33,650 | 0.00 | 4,544 | 10.69 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5,563 | -63.51 | 751 | -59.62 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 127,341 | -5.10 | 17,196 | 5.03 | ||||
| 2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 2,698 | 0.04 | 364 | 10.64 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 16,519 | -2.18 | 2,231 | 8.25 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7,319 | 26.19 | 988 | 39.75 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 54,727 | -2.48 | 7,390 | 7.93 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23,000 | 3,106 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,965 | -89.70 | 941 | -88.61 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 13,632 | 9.53 | 1,841 | 21.21 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 93,836 | 0.39 | 12,672 | 11.11 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 15,184 | 63.64 | 1,853 | 55.24 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 26,463 | 7.26 | 3,574 | 18.70 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6,081 | 13.24 | 821 | 25.34 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5,795 | 0.31 | 783 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 1,866 | -1.74 | 252 | 8.66 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 25,007 | 5.54 | 3,377 | 16.82 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 1,421 | 203 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 13,037 | 1.49 | 1,761 | 12.32 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 816,665 | 55.43 | 110,282 | 72.03 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4,140,699 | 1.81 | 559,145 | 12.68 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10,571 | -0.50 | 1,428 | 10.11 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 22,684 | -0.22 | 3,063 | 10.46 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 382,024 | -35.34 | 51,589 | -28.43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 103,856 | -4.73 | 14,025 | 5.44 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 5,101 | 689 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 71,976 | -4.73 | 9,720 | 5.45 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 22,104 | 0.00 | 2,985 | 10.68 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 520 | 504.65 | 70 | 600.00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3,437 | -6.12 | 419 | -10.85 | ||||
| 2025-08-04 | 13F | Balentine LLC | 6,120 | -1.97 | 826 | 8.54 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12,134 | 4.35 | 1,639 | 15.51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Monument Capital Management | 61,353 | -2.52 | 8,285 | 7.89 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 878,592 | 18.92 | 118,645 | 31.62 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 6,548 | 0.00 | 884 | 10.22 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 115,877 | -51.72 | 15,648 | -46.56 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,998 | -1.95 | 810 | 8.45 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3,065 | 0.29 | 374 | 12,333.33 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 3,036 | -0.30 | 410 | 10.24 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 1,783 | 0.00 | 241 | 10.60 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 88 | 0.00 | 12 | 10.00 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 2,493 | 0.00 | 337 | 10.53 | ||||
| 2025-07-24 | 13F | Eastern Bank | 612 | -40.64 | 83 | -34.40 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,195 | 11.42 | 297 | 22.82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 886 | 105.09 | 120 | 128.85 | ||||
| 2025-05-06 | 13F | Elm3 Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 166,245 | 0.01 | 22,450 | 10.70 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 1,752 | 0.00 | 238 | 11.27 | ||||
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 2,186 | 0.28 | 267 | -5.00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 1,965 | 0.00 | 265 | 10.88 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 727 | -6.19 | 98 | 4.26 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 601 | 167.11 | 81 | 200.00 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 10,483 | -8.68 | 1,416 | 1.07 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 3,696 | -3.57 | 499 | 6.85 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 17,349 | -60.20 | 2,343 | -55.96 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 2,345 | 0.00 | 317 | 10.49 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 5,696 | 44.46 | 769 | 59.88 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,793 | -22.78 | 242 | -14.49 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3,245 | 8.60 | 438 | 20.33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 202,140 | 26.49 | 27,297 | 39.99 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2,120 | 0.00 | 286 | 10.85 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 1,769 | 0.00 | 239 | 10.70 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 1,886 | 0.00 | 255 | 10.43 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 4,411 | 0.00 | 596 | 10.59 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18,492 | -1.65 | 2,497 | 8.85 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 10,000 | 1,350 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 7,681 | 1.88 | 1,037 | 12.84 | ||||
| 2025-08-11 | 13F | Monashee Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2,000 | 0.00 | 270 | 10.66 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 37,939 | 61.96 | 5,123 | 79.25 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7,133 | 3.62 | 963 | 14.78 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,344 | 2.94 | 587 | 14.01 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7,327 | -29.28 | 989 | -21.76 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 10,289 | -3.72 | 1,389 | 6.60 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 995,308 | 0.49 | 134,406 | 11.22 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 92,603 | 0.58 | 12,505 | 11.32 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3,900 | 0.00 | 527 | 10.74 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 6,327 | 0.00 | 854 | 10.77 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 959 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2,010 | 3.45 | 271 | 14.35 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1,636 | 30.88 | 221 | 44.74 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 1,150,349 | 27.36 | 155,343 | 40.97 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 4,070 | -1.83 | 550 | 8.71 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6,491 | 0.00 | 877 | 10.75 | ||||
| 2025-08-07 | 13F | Nwam Llc | 153,259 | -2.39 | 21,263 | 11.00 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 1,844 | 0.49 | 249 | 11.66 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 96,161 | -0.55 | 12,986 | 10.07 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 165 | -37.74 | 22 | -31.25 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 33,082 | 6.84 | 4,036 | 1.36 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 273,439 | 3.50 | 31,530 | 13.42 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 60,400 | -6.41 | 8,156 | 3.58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 73,841 | -0.41 | 9,971 | 10.23 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 6,635 | 69.95 | 896 | 88.03 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 155,070 | 3.05 | 20,941 | 14.05 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,112 | 150 | ||||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 145,459 | -8.22 | 19,643 | 1.58 | ||||
| 2025-08-08 | 13F | King Wealth | 95,611 | -1.01 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 12,275 | 0.00 | 1,658 | 10.69 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 3,230 | 436 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 483,444 | 44,663.33 | 4 | -97.71 | ||||
| 2025-08-14 | 13F | Fmr Llc | 886,816 | -7.56 | 119,756 | 2.31 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 1,526 | 206 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2,565 | -4.22 | 346 | 6.13 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 109,053 | -0.80 | 15,072 | 12.37 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 29,742 | 21.08 | 4,016 | 34.05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 487,385 | -0.56 | 66 | 10.17 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 45,231 | 34.00 | 6,108 | 48.32 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 133,906 | -4.96 | 18,083 | 5.19 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 11,345 | 5.30 | 1,568 | 21.10 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 2,402 | -3.61 | 324 | 6.58 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20,063 | -26.51 | 2,709 | -18.67 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 25,615 | -12.12 | 3,459 | -2.73 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 16,759 | 0.56 | 2,263 | 11.31 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 25,799 | 80.29 | 3,525 | 101.95 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 3,410 | -22.82 | 460 | -14.66 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1,288 | 0.00 | 174 | 10.19 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 21,237 | 10.93 | 2,868 | 22.73 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 95,380 | 0.36 | 12,880 | 11.08 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 5,836 | 317.16 | 1 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 6,546 | -4.02 | 1 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 42,533 | -0.39 | 5,744 | 10.25 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 717 | 82.91 | 97 | 104.26 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 3,475 | 447 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9,053 | -0.08 | 1,223 | 10.59 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 132,197 | 2.03 | 17,852 | 12.93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 453,892 | 1.26 | 55,379 | -3.95 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 34,124 | -6.43 | 4,608 | 3.57 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3,591 | 438 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 1,711 | 3.45 | 231 | 14.93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 4,020 | 0.02 | 1 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6,045 | 1.56 | 816 | 12.40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,389,579 | 80.69 | 592,755 | 99.98 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 28,045 | 4.77 | 3,787 | 15.99 | ||||
| 2025-07-30 | 13F | Private Capital Advisors, Inc. | 3,505 | 0.00 | 473 | 10.77 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 5,256 | -0.08 | 710 | 10.61 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 16,835 | 0.00 | 2,273 | 10.66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 331,639 | -4.52 | 44,784 | 5.68 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 11,487 | 3.26 | 1,551 | 14.30 | ||||
| 2025-04-23 | 13F | Winebrenner Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 17,089 | 0.15 | 2,308 | 10.86 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 27,432 | 0.00 | 3,704 | 10.70 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 1,784 | -87.56 | 241 | -86.29 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 4,978 | 0.10 | 672 | 10.89 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 327,410 | 0.56 | 44,213 | 11.30 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 192 | 0.52 | 26 | 8.70 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 4,724 | 0.30 | 638 | 10.98 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service | 396,667 | -10.15 | 53,566 | -0.55 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service | 392,660 | -11.95 | 53,025 | -2.55 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 187,645 | 6.41 | 25,340 | 17.77 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 50,139 | 71.30 | 6,771 | 89.58 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 39,490 | -1.88 | 5,333 | 8.59 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 28,342 | -0.79 | 3,827 | 9.81 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 520 | 70 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 30,857 | -1.89 | 6,217 | 62.03 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 61,819 | -0.27 | 8,348 | 10.39 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 2,995 | 14.97 | 404 | 27.44 | ||||
| 2025-08-08 | 13F | Pioneer Trust Bank N A/or | 11,750 | 0.00 | 1,587 | 10.68 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 1,705 | 230 | ||||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 24,800 | 0.00 | 3,349 | 10.68 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 2,184 | 14.41 | 295 | 26.72 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 2,188 | 17.38 | 295 | 29.96 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 79 | 0.00 | 11 | 11.11 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 178,649 | -2.08 | 24,125 | 8.37 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 173,422 | -18.92 | 23,419 | -10.27 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 162,988 | 22 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 1,489 | 201 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5,605 | 0.65 | 757 | 11.34 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,771 | 0.11 | 239 | 11.16 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 175 | 0.00 | 24 | 9.52 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 64,421 | 18.87 | 8,699 | 31.56 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6,716 | -0.49 | 907 | 10.09 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 1,695 | 0.00 | 229 | 10.68 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 1,793,612 | -1.29 | 242 | 9.50 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 431,434 | -1.32 | 58,261 | 9.21 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 16,739 | 0.56 | 2,260 | 11.28 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1,203,768 | 12.37 | 162,557 | 24.37 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 9,751 | -18.24 | 1,317 | -9.55 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 342 | 46 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 34,050 | 0.00 | 4,598 | 10.69 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 15,670 | 0.00 | 2,116 | 10.73 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 10,272 | 0.00 | 1,387 | 10.69 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 6,917 | 6.40 | 934 | 17.78 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 15,011 | 9.30 | 2,027 | 21.01 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,983 | -2.04 | 1,483 | 8.41 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 107,354 | 5.02 | 14,497 | 16.24 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 13,226 | -2.52 | 1,786 | 7.92 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 58 | 8 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9,489 | 11.09 | 1,281 | 22.94 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 3,045 | 0.00 | 411 | 10.78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 623,880 | -5.22 | 84 | 5.00 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 66 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 137,826 | 17.01 | 18,612 | 29.51 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 8,069 | 1,090 | ||||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 16,230 | 8.47 | 2 | 100.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 58,487 | 3.55 | 7,898 | 23.21 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 22,696 | 3.07 | 3,065 | 14.07 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 464 | 0.00 | 63 | 10.71 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6,176 | 82.51 | 834 | 102.43 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 1,898 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 49 | -44.94 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 119,717 | -3.16 | 16,167 | 7.19 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 2,206 | 0.00 | 298 | 10.41 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 16,697 | -13.86 | 2,255 | -4.69 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 7,805 | 15.02 | 1,054 | 27.45 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 197,607 | 662.23 | 26,685 | 743.63 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 2,061 | 278 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 89,090 | -0.52 | 12,031 | 10.09 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 6,909 | 0.00 | 933 | 10.68 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4,597 | -4.98 | 621 | 5.08 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 606 | 82 | ||||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 18,529 | 9.13 | 2,502 | 20.81 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 314,450 | -1.73 | 42,463 | 8.76 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 4,244 | 0.02 | 518 | -5.14 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 105,228 | -2.18 | 14,210 | 8.27 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,114,306 | 1.14 | 150,312 | 11.95 | ||||
| 2025-08-12 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,886 | -1.79 | 540 | 12.03 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 1,059,177 | 10.30 | 143,031 | 22.08 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 7,089 | -10.70 | 957 | -1.14 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 7,783 | 20.65 | 1,051 | 33.55 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2,102 | 12.47 | 284 | 24.67 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 19,514 | 2,600 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 8,846 | -1.55 | 1,195 | 8.94 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 2,983 | -2.52 | 403 | 7.77 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,030,281 | -3.35 | 274,169 | 6.97 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 473 | 64 | ||||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 63,265 | -1.20 | 8,543 | 9.36 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4,731 | 1,094.70 | 639 | 1,229.17 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 42,137 | 2.30 | 5,690 | 13.23 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 104,010 | 11.63 | 14,046 | 23.55 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 10,286 | -8.70 | 1,389 | 1.09 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 148,411 | 20,041 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 346 | 0.29 | 47 | 9.52 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 769 | -0.65 | 94 | -6.06 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 21,753 | 175.63 | 2,938 | 205.30 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 2,808 | 0.00 | 379 | 10.82 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 3,957 | 34.36 | 534 | 48.75 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 2,926 | -8.73 | 395 | 1.02 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 16,987 | -0.19 | 2,294 | 10.45 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 4,683 | 2.38 | 632 | 13.26 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 310,565 | -3.57 | 41,940 | 6.76 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8,475 | -3.15 | 1,144 | 7.22 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 2,980 | 0.00 | 402 | 10.74 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 41,793 | 1.80 | 5,644 | 12.66 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 267,136 | -1.56 | 36,074 | 8.96 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 4,900 | 662 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 24,216 | 5.87 | 3,270 | 17.20 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11,200 | -14.35 | 1,505 | -5.71 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 46,513 | -11.47 | 6,281 | -2.01 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 2,880 | 2.16 | 389 | 13.12 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 32,574 | 16.90 | 4,399 | 29.39 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,157 | 0.17 | 561 | 10.87 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2,908 | 68.09 | 393 | 85.78 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 7,065 | 0.00 | 954 | 10.67 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15,646 | 22.38 | 2,113 | 34.95 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 6,704 | 0.00 | 905 | 10.77 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 355,895 | 2.98 | 48,060 | 13.98 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 1,520 | 205 | ||||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 2,134 | 0.00 | 288 | 10.77 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 40,683 | 0.28 | 5,494 | 10.97 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 9,796 | 0.00 | 1,323 | 10.63 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 20,855 | 1.35 | 2,816 | 12.19 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 5,954 | 7.71 | 804 | 19.29 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 3,265 | 0.00 | 441 | 10.55 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 7,478 | -5.38 | 1 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 227 | 0.00 | 28 | -6.90 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 124,896 | -0.04 | 16,866 | 10.63 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 3,039 | -57.43 | 410 | -52.87 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1,434 | 194 | ||||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 52,153 | 0.00 | 6,363 | 0.00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 47,633 | 2.08 | 6,432 | 12.98 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 7,326 | 0.03 | 989 | 10.75 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3,134 | -3.89 | 423 | 10.73 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 5,846 | 0.02 | 789 | 10.66 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 2,878 | 0.00 | 389 | 10.54 | ||||
| 2025-07-15 | 13F | Maseco Llp | 673 | 91 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 48 | 0.00 | 6 | 20.00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 22,780 | -6.76 | 3,076 | 3.22 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 332,205 | 1.72 | 44,861 | 12.58 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 140,604 | 8.05 | 19 | 20.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 189,254 | -41.35 | 25,557 | -35.08 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 4,282 | 0.00 | 578 | 10.73 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 8,034 | -10.26 | 1,085 | -0.73 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 47,167 | 0.00 | 5,755 | 0.00 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4,777 | -6.81 | 645 | 3.20 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 4,359 | 3.79 | 589 | 14.84 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 1,840 | 0.00 | 224 | -5.08 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 6,885 | 0.00 | 930 | 10.60 | ||||
| 2025-07-14 | 13F | Friday Financial | 325,839 | 6.06 | 44,001 | 16.12 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 3,438 | -9.95 | 464 | -0.22 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4,950 | -6.90 | 1 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 97,166 | 2.75 | 13,121 | 13.72 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 5,798 | 1.93 | 783 | 12.84 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2,851 | 42.48 | 385 | 74.55 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 15,783 | 3.91 | 2,131 | 15.00 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 1,828 | -14.90 | 247 | -6.11 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 159,024 | 188.94 | 21,475 | 203.39 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 21,046 | 22.89 | 2,842 | 36.05 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 14,990 | -18.49 | 1,829 | -22.71 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 293 | 10.98 | 40 | 21.88 | ||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 59,260 | 0.28 | 8,002 | 10.98 | ||||
| 2025-05-09 | 13F | Ball & Co Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 2,329 | 0.43 | 315 | 11.70 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 5,798 | 0.00 | 1 | |||||
| 2025-07-14 | 13F | Foster Group, Inc. | 23,714 | 3,202 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 55,319 | 1.09 | 7,470 | 11.89 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5,014 | 101.93 | 677 | 124.17 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 112 | 0.00 | 15 | 15.38 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8,341 | 23.94 | 1,126 | 37.15 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 91,007 | -2.52 | 12,290 | 7.89 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 2,513 | 0.28 | 307 | -4.97 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 41,492 | 1.44 | 5,603 | 12.28 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 3,510 | 0.00 | 474 | 10.51 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 2,068 | -0.43 | 279 | 10.28 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 5,054 | 682 | ||||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 3,055 | 0.00 | 413 | 10.75 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 54,838 | 2.81 | 7,405 | 13.80 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,117,760 | -1.20 | 285,982 | 9.35 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 3,695 | 0.00 | 499 | 10.67 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 1,512 | 204 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 99,804 | -1.22 | 13,478 | 9.33 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3,107 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 1,614 | 218 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2,096 | -3.72 | 283 | 6.79 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 1,773 | 0.00 | 239 | 10.65 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 36,490 | -4.73 | 4,928 | 5.44 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 19,002 | -1.19 | 2,566 | 9.34 | ||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 9,830 | 7.90 | 1,189 | -1.41 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 35,142 | 1.15 | 4,752 | 12.08 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2,758 | 0.00 | 372 | 10.71 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1,877 | 0.00 | 254 | 10.48 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 5,721 | -37.92 | 773 | -31.32 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 59,549 | 7.92 | 8,042 | 19.44 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 1,763 | 0.00 | 238 | 10.70 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 14,326 | 1.68 | 1,935 | 12.57 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 95,801 | 21.92 | 12,937 | 34.93 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4,951 | -0.30 | 669 | 10.41 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11,257 | 73.05 | 1,520 | 91.68 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 1,894 | 257.36 | 256 | 298.44 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 268 | 8.06 | 36 | 20.00 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 7,402 | 0.00 | 1,000 | 10.63 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,961 | -1.21 | 265 | 9.09 |
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