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 9, 2024, the share price was 119.54 / share. This represents an increase of 18.71% 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.
Tingkatkan
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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 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 64,771 | 5.84 | 8,747 | 17.14 | ||||
2025-08-04 | 13F | Ledyard National Bank | 2,052 | 0.00 | 277 | 10.80 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 50 | 0.00 | 7 | 0.00 | ||||
2025-07-21 | 13F | Hilltop National Bank | 367 | 0.00 | 50 | 4.26 | ||||
2025-08-08 | 13F | Wealth Alliance | 3,194 | -11.18 | 431 | -1.60 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15,853 | 6.65 | 2,141 | 18.04 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 840 | 0.00 | 113 | 10.78 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 8,491 | 25.42 | 1,147 | 38.74 | ||||
2025-07-16 | 13F | Sylvest Advisors, LLC | 8,322 | -11.50 | 1,124 | -2.09 | ||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 9,301 | 0.00 | 1,256 | 10.76 | ||||
2025-07-29 | 13F | Sowa Financial Group, Inc. | 16,724 | -0.30 | 2 | 0.00 | ||||
2025-05-15 | 13F | Hall Laurie J Trustee | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 39,589 | -8.83 | 5,346 | 0.91 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 180,368 | 4.07 | 24,357 | 15.18 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 13,586 | -2.65 | 1,835 | 7.76 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 2,350 | 0.00 | 317 | 10.84 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9,482 | -0.41 | 1,280 | 10.25 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26,677 | 4.00 | 3,602 | 15.12 | ||||
2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 172,523 | 4.99 | 23,298 | 16.20 | ||||
2025-08-07 | 13F | Davis R M Inc | 5,902 | 0.00 | 797 | 10.69 | ||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 5,744 | 776 | ||||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 12,840 | 236.57 | 1,734 | 272.69 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2,227 | 1.55 | 310 | 14.44 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 1,593 | 215 | ||||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co | 5,295 | 79.67 | 715 | 99.16 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 60,801 | -14.02 | 8,211 | -4.84 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 19,659 | 2.24 | 2,655 | 13.18 | ||||
2025-07-17 | 13F | Clean Yield Group | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Allie Family Office LLC | 36,436 | 2.30 | 4,920 | 13.23 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 6,092 | 0.00 | 823 | 10.63 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 1,004 | 0.00 | 136 | 10.66 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 2,451 | 0.12 | 331 | 10.74 | ||||
2025-08-12 | 13F | Sfmg, Llc | 7,343 | 0.14 | 992 | 10.85 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 4,424 | -0.90 | 597 | 9.74 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 1,886 | 0.00 | 255 | 10.43 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 16,983 | -23.88 | 2,293 | -15.76 | ||||
2025-08-12 | 13F | Southeast Asset Advisors Inc. | 8,434 | -0.14 | 1,139 | 10.49 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 31 | 0.00 | 4 | 33.33 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 208,761 | 2.95 | 28,191 | 13.94 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 1,789 | 0.22 | 242 | 11.06 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 3,208 | -8.45 | 433 | 1.41 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 66,089 | 0.00 | 8,925 | 10.68 | ||||
2025-08-12 | 13F | Cadence Wealth Management LLC | 4,456 | 14.87 | 602 | 27.06 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,602,451 | -1.46 | 216 | 9.09 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 5,167 | -22.95 | 698 | -14.79 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 3,917 | 0.00 | 529 | 10.69 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 1,305 | 0.00 | 176 | 10.69 | ||||
2025-05-06 | 13F | Fagan Associates, Inc. | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Auto-Owners Insurance Co | 2,993,410 | 8.79 | 404,230 | 95.50 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8,779 | 0.79 | 1,185 | 11.58 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 2,158 | 9.04 | 291 | 20.75 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 28,165 | 0.00 | 4 | 0.00 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 2,113 | 0.00 | 285 | 5.17 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6,420 | 0.27 | 867 | 10.88 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 3,771 | 0.00 | 509 | 10.65 | ||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 3,549 | 19.13 | 479 | 31.96 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 4,889 | 57.71 | 660 | 74.60 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 63,432 | 8,566 | ||||||
2025-08-01 | 13F | Clark Asset Management, LLC | 20,582 | 0.08 | 2,779 | 10.76 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 370 | -1.07 | 0 | |||||
2025-07-25 | 13F | Hassell Wealth Management, LLC | 41,488 | 1.32 | 5,759 | 19.96 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 41,648 | 0.76 | 5,624 | 11.52 | ||||
2025-08-04 | 13F | Spire Wealth Management | 5,811 | -75.63 | 785 | -73.05 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 12,687 | 0.83 | 1,713 | 11.60 | ||||
2025-04-29 | 13F | Hm Payson & Co | 28 | 0.00 | 3 | 0.00 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 2,504 | -0.99 | 338 | 9.74 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 336,843 | 0.30 | 45 | 12.50 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 6,588 | -7.38 | 890 | 2.54 | ||||
2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 97,920 | 0.00 | 13,223 | 10.68 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14,735 | 21.59 | 1,990 | 34.57 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 3,541 | 0.11 | 478 | 10.90 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 12,551 | 17.12 | 1,695 | 29.61 | ||||
2025-08-14 | 13F | Macquarie Group Ltd | 182,198 | -6.94 | 24,604 | 3.01 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 4,939 | -1.83 | 667 | 8.65 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 816 | 0.12 | 110 | 11.11 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 41,450 | -0.23 | 5,057 | -5.35 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 105,581 | -0.68 | 14 | 16.67 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 3,336 | 1.00 | 450 | 11.94 | ||||
2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 471,707 | 1.32 | 64,539 | 13.62 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 173,857 | 3.35 | 23,478 | 14.38 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 84,042 | 325.27 | 11,348 | 370.63 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,361,504 | -1.58 | 318,897 | 8.94 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 44,326 | 4.55 | 5,986 | 15.72 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 1,963 | 0.10 | 265 | 10.88 | ||||
2025-08-12 | 13F | Aviso Financial Inc. | 346,144 | 6.85 | 46,729 | 18.36 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 277,018 | 2.80 | 37,409 | 13.79 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 3,268 | -3.97 | 441 | 6.27 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 6,651 | -99.24 | 120,004 | 11.97 | ||||
2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 167,310 | -61.25 | 22,594 | -57.11 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 3,586 | 53.12 | 484 | 69.82 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 12 | 0.00 | 2 | 0.00 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 153,296 | -8.31 | 20,701 | 1.49 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 28,454 | -5.66 | 3,842 | 4.43 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 276,648 | -0.49 | 37,359 | 10.14 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 8,705 | -0.33 | 1,176 | 10.33 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 6,992 | -2.47 | 944 | 8.01 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 9,338 | -13.60 | 1,261 | -4.32 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 2,376 | 0.00 | 321 | 10.73 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 5,030 | 8.76 | 679 | 20.39 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 858 | 0.00 | 116 | 10.58 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 395 | 52.51 | 53 | 70.97 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,146,739 | -0.99 | 154,856 | 9.59 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 2,859 | 0.00 | 386 | 10.92 | ||||
2025-08-28 | NP | ELM - Elm Market Navigator ETF | 22,557 | -89.65 | 3,046 | -88.55 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 2,673 | 6.20 | 361 | 17.59 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 3,728 | 60.69 | 503 | 77.74 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 32,306 | -4.84 | 4,363 | 5.34 | ||||
2025-08-08 | 13F | Hudock, Inc. | 45,206 | 5.26 | 6,105 | 16.51 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 10,236 | 71.06 | 1,382 | 89.32 | ||||
2025-05-13 | 13F | CacheTech Inc. | 8,860 | -0.16 | 1,081 | -5.26 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 139,250 | -1.35 | 18,804 | 9.19 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4,489 | -0.02 | 606 | 10.79 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 332,873 | -1.12 | 44,951 | 9.44 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 963,792 | -2.34 | 130,151 | 8.09 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 45,689 | -1.32 | 6,170 | 9.22 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 99,827 | -43.35 | 13 | -40.91 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 2,989 | 0.00 | 404 | 10.71 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 16,805 | 0.77 | 2,269 | 11.55 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 4,318 | 0.00 | 583 | 10.84 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 55,797 | 12.22 | 7,535 | 24.20 | ||||
2025-08-14 | 13F | Comerica Bank | 134,503 | 1.71 | 18,163 | 12.57 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5,335 | -81.54 | 720 | -79.59 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 6,153 | -10.74 | 831 | -1.31 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1,920 | -4.38 | 259 | 6.15 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 197,234 | -4.89 | 26,635 | 5.27 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 13,471 | -1.83 | 1,819 | 8.66 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 982 | 16.49 | 132 | 28.43 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 13,880 | 0.00 | 1,874 | 10.69 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 4,956 | 112.70 | 669 | 135.56 | ||||
2025-07-15 | 13F | Graypoint LLC | 8,038 | -6.83 | 1,085 | 3.14 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 15,701 | -6.49 | 2,120 | 3.52 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 19,917 | -31.79 | 2,690 | -24.51 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 250 | 0.00 | 34 | 10.00 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 263 | 0.00 | 36 | 9.38 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 2,211 | 22.70 | 300 | 45.63 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 110,421 | -1.03 | 14,911 | 9.54 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 10,165 | -0.37 | 1,373 | 10.29 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 1,551,486 | -3.61 | 209,513 | 6.68 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 15,954 | 2,154 | ||||||
2025-05-12 | 13F | Sandy Spring Bank | 4,276 | 2.10 | 522 | -3.16 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 4,293 | 0.00 | 580 | 10.71 | ||||
2025-08-11 | 13F | Tidemark, LLC | 2,300 | 0.00 | 311 | 10.71 | ||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 63 | 9 | ||||||
2025-08-06 | 13F | DDFG, Inc | 114,823 | 0.83 | 15,506 | 11.59 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 5,644 | 6.91 | 1 | |||||
2025-08-13 | 13F | VestGen Advisors, LLC | 32,171 | 2.22 | 4,344 | 13.13 | ||||
2025-08-05 | 13F | Snider Financial Group | 19,160 | -4.44 | 2,587 | 5.76 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 4,932 | 0.00 | 666 | 10.82 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 5,125 | -8.95 | 692 | 0.87 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 2,040 | 0.00 | 275 | 10.89 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 2,169 | -0.91 | 293 | 10.61 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 443,310 | 5.47 | 59,865 | 16.73 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 45,707 | -0.95 | 6,172 | 9.63 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 14,355 | -4.21 | 1,939 | 6.02 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 2,012 | 0.00 | 272 | 10.61 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1,439 | -17.25 | 176 | -21.52 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3,438 | 464 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 660,503 | 1.55 | 89,194 | 12.39 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 6,182 | 2.44 | 835 | 13.32 | ||||
2025-07-31 | 13F | University of Maryland Foundation, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Altfest L J & Co Inc | 2,201 | 0.32 | 297 | 11.24 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 4,025 | 543 | ||||||
2025-07-10 | 13F | Trust Point Inc. | 1,780 | 0.00 | 240 | 10.60 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 35,038 | 12.03 | 4,732 | 24.01 | ||||
2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
2025-08-25 | 13F | Fulcrum Equity Management | 80,410 | 0.27 | 10,859 | 10.98 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 15,640 | 0.70 | 2,112 | 11.51 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 121 | 0.00 | 17 | 14.29 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 551 | 74 | ||||||
2025-07-11 | 13F | Diversified Trust Co | 2,883 | 4.04 | 389 | 15.09 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 100 | 0.00 | 14 | 8.33 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 3,586 | 12.59 | 484 | 24.74 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 8,100 | 0.15 | 1,094 | 10.85 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 47,604 | -24.51 | 6,428 | -16.45 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 18,198 | -23.63 | 2,457 | -15.48 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 4,839 | 0.00 | 653 | 10.68 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 10,922 | 17.68 | 1,475 | 30.21 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 510 | 940.82 | 69 | 1,260.00 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 350,866 | 73.34 | 47,381 | 91.85 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 2,000 | 0.00 | 270 | 10.66 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 47,051 | 72.30 | 6 | 100.00 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 88 | 0.00 | 12 | 10.00 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 2,993 | 0.00 | 404 | 10.68 | ||||
2025-08-14 | 13F | Family Management Corp | 94,333 | 3.60 | 12,739 | 14.66 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 2,000 | 275 | ||||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 96,312 | -4.13 | 11,751 | -9.06 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 3,502 | 175,000.00 | 473 | |||||
2025-07-08 | 13F | Legacy Private Trust Co. | 58,587 | 39.25 | 7,912 | 54.12 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 90 | -41.56 | 12 | -36.84 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 4,991 | 4.37 | 674 | 15.61 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 55 | -35.29 | 7 | -36.36 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 22,692 | 2.94 | 3,064 | 13.95 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 140 | -75.57 | 19 | -73.91 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 2,610 | -1.10 | 352 | 9.66 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 129,315 | 3.49 | 17,463 | 14.53 | ||||
2025-07-21 | 13F | Capital Planning LLC | 43,974 | -0.83 | 5,938 | 9.76 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 34 | 0.00 | 5 | 0.00 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 745 | -1.59 | 101 | 8.70 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 63 | 0.00 | 9 | 14.29 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 511,164 | -32.47 | 69,028 | -25.26 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 3,500 | 0.00 | 473 | 10.54 | ||||
2025-07-17 | 13F | Greenleaf Trust | 113,097 | -1.93 | 15,273 | 8.54 | ||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 2,409 | -15.09 | 325 | -10.71 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 7,194 | -2.64 | 971 | 7.77 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 3,209 | 0.31 | 433 | 11.03 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,725 | -3.12 | 503 | 7.25 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 139 | 19 | ||||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 3,893 | -11.92 | 526 | -2.60 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 1,206 | 0.00 | 163 | 10.20 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 19,224 | 2,596 | ||||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 3,919 | 529 | ||||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 15,026 | -2.61 | 2,029 | 7.81 | ||||
2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 25,508 | 24.65 | 3,445 | 37.98 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 2,169 | -3.69 | 293 | 6.57 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Fielder Capital Group LLC | 9,685 | 0.00 | 1,308 | 10.67 | ||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 183,984 | -5.81 | 24,845 | 4.25 | ||||
2025-08-13 | 13F | WealthTrust Axiom LLC | 1,937 | 0.00 | 262 | 10.59 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7,509 | 10.96 | 1,014 | 22.91 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 14,974 | 286.43 | 2,022 | 328.39 | ||||
2025-08-22 | 13F | Carter Financial Group, INC. | 2,902 | 392 | ||||||
2025-07-15 | 13F | Forte Capital Llc /adv | 4,320 | -33.92 | 583 | -26.85 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 282 | 38 | ||||||
2025-08-06 | 13F | ETF Store, Inc. | 1,659 | 0.30 | 224 | 11.44 | ||||
2025-07-29 | 13F | Regions Financial Corp | 2,765 | -21.47 | 373 | -13.05 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 4,150 | 0.00 | 560 | 10.67 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 99,125 | -49.13 | 13,386 | -43.70 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 2,639 | 0.00 | 356 | 10.90 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 2,998 | 6.20 | 405 | 17.44 | ||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 289,201 | 0.09 | 39,054 | 10.78 | ||||
2025-07-22 | 13F | Headland Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 69,544 | -38.77 | 9,391 | -32.23 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 1,185,987 | 14.29 | 160,156 | 26.50 | ||||
2025-08-11 | 13F | Strategic Equity Management | 25,327 | -73.25 | 3,420 | -70.39 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 10,103 | 1,364 | ||||||
2025-07-09 | 13F | Finley Financial, LLC | 11,375 | 0.00 | 1,536 | 11.71 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 5,956 | -11.59 | 804 | -2.19 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 38,196 | -8.06 | 5 | 0.00 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 1,728 | 0.29 | 233 | 10.95 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 11,464 | 148.25 | 1,548 | 174.96 | ||||
2025-08-05 | 13F | Key FInancial Inc | 1,913 | 7.11 | 258 | 18.89 | ||||
2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 81 | 0.00 | 11 | 11.11 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 32,991 | 26.63 | 4,455 | 40.18 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 16,324 | 3,265.77 | 1,992 | 3,111.29 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 55 | 0.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 3,652 | 6.01 | 493 | 17.38 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 5,829 | 117.34 | 787 | 140.67 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 134,039 | -8.99 | 18,101 | 0.73 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3,363 | -2.75 | 454 | 7.84 | ||||
2025-08-14 | 13F | Norinchukin Bank, The | 2,246,560 | 303,375 | ||||||
2025-05-14 | 13F | Bank OZK | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Allred Capital Management, LLC | 1,787 | 4.14 | 241 | 15.31 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 4,212 | 0.00 | 569 | 10.72 | ||||
2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | AlTi Global, Inc. | 2,645,927 | 4.09 | 357,310 | 15.20 | ||||
2025-08-13 | 13F | M&t Bank Corp | 21,660 | 21.08 | 2,925 | 34.01 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 3,311 | 0.03 | 447 | 10.92 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1,594 | -3.74 | 215 | 6.97 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1,964,007 | 2.11 | 265,231 | 13.02 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 6,499 | 0.49 | 878 | 11.15 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 2,508 | 0.08 | 339 | 10.82 | ||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 1,829 | 0.00 | 247 | 10.31 | ||||
2025-08-15 | 13F | Alaethes Wealth LLC | 2,805 | 0.00 | 379 | 10.53 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 5,500 | 0.00 | 743 | 10.58 | ||||
2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 1,665 | 0.00 | 225 | 10.34 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 2,136 | -0.74 | 288 | 9.92 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 3,975 | 537 | ||||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 627 | 0.00 | 85 | 10.53 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2,656 | 64.76 | 359 | 82.65 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 3,722 | 0.00 | 503 | 10.57 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 1,725 | -22.58 | 233 | -14.39 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 24,724 | 8.61 | 3,339 | 20.20 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 6,677 | 1.46 | 902 | 12.34 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 36,282 | 83.78 | 4,899 | 103.45 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2,761 | 0.00 | 373 | 10.71 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,912 | -2.96 | 663 | 7.46 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 184,265 | 2.93 | 25,132 | 29.84 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 4,359 | 589 | ||||||
2025-07-21 | 13F | Successful Portfolios LLC | 3,080 | 416 | ||||||
2025-08-06 | 13F | TKG Advisors, LLC | 20,160 | 0.00 | 2,722 | 10.70 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 39,218 | 4.11 | 5 | 25.00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 4,894,023 | 4.69 | 660,889 | 15.87 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 77 | 10 | ||||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 19,978 | 3.42 | 2,698 | 14.47 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 151 | -22.56 | 20 | -20.00 | ||||
2025-07-23 | 13F | Ohio National Investments, Inc. | 270,500 | 0.00 | 36,528 | 10.68 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,004 | 3.25 | 271 | 14.41 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 3,529 | -23.76 | 477 | -15.60 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 9,409 | 5.14 | 1,271 | 16.41 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 186,316 | 68.33 | 25,160 | 86.31 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 18,521 | -0.02 | 2,501 | 10.66 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 20,449 | 14.61 | 2,761 | 26.83 | ||||
2025-08-12 | 13F | MAI Capital Management | 95,088 | 1.85 | 12,841 | 12.72 | ||||
2025-07-15 | 13F | Norden Group Llc | 3,698 | 2.89 | 499 | 13.93 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 21,235 | 5.45 | 2,868 | 16.73 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,207 | 22.65 | 568 | 35.56 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 2,029 | -30.08 | 278 | -13.17 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 4,317 | 0.00 | 583 | 10.65 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 535 | 72 | ||||||
2025-08-12 | 13F | Rock Creek Group, LP | 775,465 | -22.10 | 104,051 | -14.41 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 1,886 | 14.10 | 255 | 26.37 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26,336 | 311.95 | 3,556 | 355.90 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 48,780 | 0.41 | 6,587 | 11.14 | ||||
2025-07-15 | 13F | Well Done, LLC | 60,318 | -1.69 | 8,145 | 3.22 | ||||
2025-07-18 | 13F | Cooper Financial Group | 8,173 | 3.42 | 1,104 | 14.42 | ||||
2025-07-18 | 13F | Rolek Wealth Management LLC | 6,651 | -13.81 | 898 | -0.44 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 22,595 | 29.21 | 3,051 | 43.04 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 5,803 | 0.26 | 784 | 10.91 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Weaver Consulting Group | 11,657 | 0.00 | 1,574 | 10.69 | ||||
2025-07-15 | 13F | Penn Davis Mcfarland Inc | 2,500 | 0.00 | 338 | 10.49 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13,808 | -0.34 | 1,865 | 10.30 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 81,640 | -0.17 | 11,025 | 10.48 | ||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 49 | 0.00 | 7 | 20.00 | ||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 3,954 | -0.03 | 534 | 10.58 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 3,744 | 0.19 | 506 | 15.56 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 43 | 0.00 | 6 | 0.00 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 4,722 | 0.25 | 638 | 10.98 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 6,193 | -11.58 | 836 | -2.11 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5,984 | 33.51 | 808 | 47.99 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 63,299 | 107.55 | 8,548 | 129.70 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 2,605 | -4.96 | 352 | 5.09 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,511 | -1.08 | 6,551 | 9.48 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 11,201 | 0.00 | 1,512 | 10.28 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 8,136 | 120.07 | 1,099 | 143.46 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 5,635 | 0.00 | 761 | 10.63 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 2,390 | 9.94 | 323 | 21.51 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 2,258 | 0.00 | 305 | 10.55 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 15,823 | 9.55 | 2,137 | 21.23 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 32,865 | 0.00 | 4 | 0.00 | ||||
2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | MBL Wealth, LLC | 8,662 | 6.85 | 1,170 | 18.20 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3,628 | -8.48 | 490 | 1.24 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 24,264 | -34.50 | 3,277 | -27.51 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 14,732 | 0.00 | 1,989 | 10.68 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1,877 | 257 | ||||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 3,394 | -0.18 | 458 | 10.63 | ||||
2025-08-12 | 13F | NDVR, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 866 | -32.24 | 117 | -25.00 | ||||
2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 2,840 | 0.00 | 384 | 10.69 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 28,432 | 0.48 | 3,839 | 11.21 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 13,048 | -0.15 | 1,762 | 10.54 | ||||
2025-08-12 | 13F | Guerra Advisors Inc | 6,336 | 856 | ||||||
2025-08-06 | 13F | Geometric Wealth Advisors | 4,817 | 18.06 | 650 | 30.78 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 198,558 | -2.52 | 26,813 | 7.90 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6,379 | -0.41 | 861 | 10.24 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 55,790 | -0.12 | 7,534 | 10.55 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 9,836 | 0.00 | 1,328 | 10.67 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 1,893 | -18.89 | 256 | -10.21 | ||||
2025-07-31 | 13F | City State Bank | 112 | 0.00 | 15 | 15.38 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,054 | -29.64 | 142 | -21.98 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 14,941 | -6.47 | 2,018 | 3.49 | ||||
2025-08-12 | 13F | one8zero8, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,652,330 | -3.57 | 223,131 | 6.72 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 7,403 | -0.48 | 1,000 | 10.14 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 258,328 | -51.05 | 34,885 | -45.82 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 1,529 | 206 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 58,919 | 33.65 | 7,956 | 47.94 | ||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 3,262 | 22.36 | 440 | 35.38 | ||||
2025-08-14 | 13F | Graney & King, LLC | 66 | 0.00 | 9 | 0.00 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 150,993 | 8.04 | 20,390 | 19.58 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 73,677 | -11.34 | 9,949 | -1.87 | ||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 3,323 | 0.00 | 449 | 10.62 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 57,931 | 107.86 | 7,823 | 142.47 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 31,743 | 6.19 | 4,287 | 21.01 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 28,020 | 28.27 | 3,784 | 41.95 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 2,982 | 0.30 | 403 | 11.05 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 43,152 | 1.72 | 5,827 | 12.58 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 155,411 | 16.62 | 21 | 25.00 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 3,881 | 0.00 | 524 | 10.78 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5,555 | 226.76 | 750 | 262.32 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 5,467 | 5.32 | 738 | 16.59 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 170 | 0.59 | 23 | 10.00 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 17,617 | 6.74 | 2,379 | 18.18 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 1,552 | -45.51 | 210 | -39.77 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 3,529 | 0.00 | 477 | 10.70 | ||||
2025-07-09 | 13F | PFW Advisors LLC | 2,699 | 0.00 | 364 | 10.64 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 67,027 | 1.81 | 9,051 | 12.69 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 5,091 | 8.99 | 687 | 20.74 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 281 | 0.00 | 38 | 8.82 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 3,384 | 0.00 | 457 | 10.68 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 985 | 0.00 | 133 | 10.83 | ||||
2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 2,391 | 0 | ||||||
2025-07-07 | 13F | Investors Research Corp | 68,115 | -2.72 | 9,198 | 7.67 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 103,338 | 53.68 | 13,955 | 70.09 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13,688 | 117.34 | 1,848 | 140.63 | ||||
2025-07-02 | 13F | Capital Market Strategies LLC | 18,712 | -21.48 | 2,527 | -13.11 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 53,055 | 0.16 | 7,165 | 10.86 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3,801 | 0.64 | 513 | 11.52 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 1,761 | 0.00 | 215 | -7.36 | ||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 1,600 | 216 | ||||||
2025-08-14 | 13F | Hancock Whitney Corp | 6,099 | 89.23 | 824 | 109.41 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 4,441 | -25.07 | 600 | -17.15 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 68,547 | -13.39 | 9,257 | -4.14 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 9,034 | -35.21 | 1,093 | -39.04 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 333 | 0.00 | 45 | 10.00 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 7,782 | 1,051 | ||||||
2025-07-15 | 13F | Main Street Group, LTD | 301 | 14,950.00 | 41 | |||||
2025-08-14 | 13F | Sentinus, LLC | 3,064 | -6.56 | 414 | 3.25 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 126,249 | -15.06 | 17,049 | -5.99 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 263,582 | 20.80 | 35,594 | 33.71 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 146,884 | -0.41 | 19,835 | 10.23 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,294 | -81.08 | 580 | -79.60 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 2,220 | 0.00 | 300 | 10.74 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 4,024 | -12.98 | 543 | -3.72 | ||||
2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 2,720 | 0.29 | 367 | 11.21 | ||||
2025-05-15 | 13F | Yale University | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1,945 | -3.67 | 263 | 6.50 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 12,712 | -2.03 | 1,717 | 8.40 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 1,705 | -19.00 | 237 | -7.42 | ||||
2025-08-08 | 13F | Bailard, Inc. | 2,390 | 0.00 | 323 | 10.65 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 5,908 | -5.88 | 721 | -10.78 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 864,811 | 6.02 | 116,784 | 17.34 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 96,269 | 1,777.69 | 13,000 | 1,980.00 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7,807 | 0.00 | 1,054 | 10.71 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 310 | -34.60 | 42 | -28.07 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 364,809 | -0.12 | 49,264 | 10.55 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 2,500 | -6.16 | 338 | 3.69 | ||||
2025-07-29 | 13F | TFC Financial Management | 25,996 | 0.23 | 3,510 | 10.94 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 3,871 | -24.16 | 523 | -16.08 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 106,899 | 0.22 | 14,436 | 10.93 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 12,033 | -5.75 | 1,625 | 4.30 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 224 | 0.00 | 30 | 11.11 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 410,275 | 0.74 | 55,403 | 11.50 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 4,800 | 0.82 | 652 | 12.24 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 2,694 | 0.07 | 375 | 14.33 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 210 | 0.00 | 28 | 12.00 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 30,332 | -0.28 | 4,096 | 10.37 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 1,444 | -1.10 | 195 | 8.99 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 3,468 | 0.20 | 468 | 10.90 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 31,841 | -2.60 | 4,300 | 7.80 | ||||
2025-07-10 | 13F | Ayrshire Capital Management LLC | 1,986 | 4.91 | 268 | 16.52 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 39,801 | -19.84 | 5,375 | -11.29 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 10,725 | -5.36 | 1,309 | -2.75 | ||||
2025-07-17 | 13F | Chicago Capital, LLC | 9,734 | 3.36 | 1,315 | 14.36 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2,589 | 0.31 | 350 | 11.15 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2,201 | 0.00 | 297 | 10.82 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,771 | 0.00 | 240 | 10.14 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 3,479,204 | -3.18 | 469,832 | 7.16 | ||||
2025-08-14 | 13F | Betterment LLC | 11,275,319 | -2.28 | 1,523 | 8.17 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 514,838 | 3.49 | 70 | 15.00 | ||||
2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | SOUTH STATE Corp | 4,730 | -61.78 | 639 | -57.72 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 61,795,135 | 6.31 | 8,344,815 | 17.66 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 111 | 0.00 | 15 | 7.69 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 149 | 0.00 | 20 | 11.11 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 1,499 | 202 | ||||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 2,785 | 0.00 | 376 | 10.91 | ||||
2025-07-18 | 13F | Financial Consulate, Inc | 9,020 | 1,218 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 11,689 | 0.81 | 1,579 | 11.60 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 137,416 | -4.96 | 18,557 | 5.19 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 718 | 0.14 | 97 | 10.34 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 75,424 | 9.54 | 10,185 | 21.24 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 488 | 11.42 | 66 | 22.64 | ||||
2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 212,613 | 0.30 | 28,711 | 11.01 | ||||
2025-08-12 | 13F | Northstar Financial Companies, Inc. | 13,458 | 1,817 | ||||||
2025-07-14 | 13F | Baring Financial LLC | 9,357 | 0.01 | 1,264 | 10.69 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 3,899 | 11.91 | 527 | 23.76 | ||||
2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 33,172 | 0.00 | 4,480 | 10.67 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 36,583 | 27.56 | 4,940 | 41.18 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 123 | 17 | ||||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 47,874 | -17.84 | 6,465 | -9.07 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 139 | -65.93 | 19 | -63.27 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 1,236,235 | 4.21 | 166,941 | 15.34 | ||||
2025-08-12 | 13F | Argent Trust Co | 82,686 | 1.29 | 11,166 | 12.10 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 35,500 | 112.63 | 4,794 | 135.30 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 6,766 | -22.75 | 914 | -14.51 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 301 | 0.00 | 41 | 11.11 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 565 | 0.00 | 76 | 11.76 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 1,494 | 0.00 | 202 | 10.44 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 2,851 | -28.22 | 385 | -20.45 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 2,509 | -19.53 | 339 | -11.05 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 2,132 | -2.29 | 288 | 7.89 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 6,042 | -45.23 | 816 | -39.41 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 23,070 | -3.64 | 3,115 | 6.64 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 1,887 | -3.23 | 255 | 7.17 | ||||
2025-07-17 | 13F | Robbins Farley Llc | 549 | -15.15 | 74 | -5.13 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 320 | 0.00 | 43 | 10.26 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 49,359 | -0.67 | 6,665 | 9.95 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 33,931 | 457.43 | 4,648 | 559.29 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 31,098 | -3.50 | 4,201 | 6.82 | ||||
2025-07-11 | 13F | Bouvel Investment Partners, LLC | 9,420 | 22.18 | 1,272 | 31.40 | ||||
2025-08-07 | 13F | Allworth Financial LP | 2,067,050 | -2.45 | 279,134 | 10.42 | ||||
2025-08-14 | 13F | First Manhattan Co | 5,751 | 1.04 | 777 | 11.82 | ||||
2025-07-30 | 13F | Durante & Waters, Llc | 182,063 | -1.86 | 24,586 | 8.62 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 4,449 | -0.89 | 601 | 9.69 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 4,532 | 612 | ||||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 3,082 | 0.00 | 0 | |||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 2,023 | 0.05 | 273 | 10.98 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 120,285 | -24.53 | 16 | -15.79 | ||||
2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 9,444 | 7.15 | 1,143 | -2.14 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 2,016 | -2.51 | 272 | 7.94 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 10,201 | 10.52 | 1,378 | 22.29 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Choate Investment Advisors | 25,243 | 0.00 | 3,409 | 10.69 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 4,069 | 83.70 | 550 | 103.33 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14,557 | -0.84 | 1,966 | 9.72 | ||||
2025-07-24 | 13F | Blair William & Co/il | 495,913 | 2.76 | 66,968 | 13.74 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 208,641 | -1.73 | 28,818 | 11.25 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12,837 | 17.22 | 1,734 | 29.72 | ||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 1,516 | 205 | ||||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,017 | -0.77 | 542 | 9.94 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 15,198 | 3.29 | 2,052 | 14.32 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 99,915 | -0.90 | 13,493 | 9.68 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 6,205,688 | -1.93 | 838,016 | 8.55 | ||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 3,665 | -1.61 | 495 | 8.81 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 525,606 | -0.55 | 70,978 | 10.07 | ||||
2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 205,734 | 0.23 | 27,782 | 10.94 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,582 | -2.04 | 214 | 8.12 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 1,659 | 0.24 | 224 | 11.44 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 13,942 | 0.02 | 1,701 | 170,000.00 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 26,954 | 0.29 | 3,640 | 11.01 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 8,952 | 0.00 | 1,209 | 10.62 | ||||
2025-08-15 | 13F | Morgan Stanley | 10,431,147 | 1.30 | 1,408,622 | 12.12 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9,129 | 0.02 | 1,233 | 11.29 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 81,978 | 90.69 | 11,070 | 111.06 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 20,315 | 156.34 | 2,743 | 183.95 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 38,615 | 4.09 | 5,215 | 15.20 | ||||
2025-08-11 | 13F | Eq Llc | 3,999 | -0.74 | 540 | 9.98 | ||||
2025-07-30 | 13F | First Interstate Bank | 14,908 | 2,013 | ||||||
2025-08-06 | 13F | Climber Capital SA | 35,252 | -0.68 | 3,934 | 28.98 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 19,930 | 0.00 | 2,691 | 10.70 | ||||
2025-07-15 | 13F | DKM Wealth Management, Inc. | 50,155 | -1.19 | 6,773 | 9.35 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 13,153 | -6.44 | 1,776 | 3.56 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 2,736 | -8.56 | 369 | 1.10 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 49,638 | -63.21 | 6,721 | -59.17 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 10,566,864 | -3.96 | 1,426,949 | 6.28 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 363,558 | 3.00 | 44,358 | -2.30 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 23,909 | -27.08 | 3,229 | -19.30 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 16,726 | -6.62 | 2,259 | 3.34 | ||||
2025-07-21 | 13F | Financial Architects, LLC | 15,280 | 177.82 | 2,063 | 207.45 | ||||
2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 28,342 | 3,827 | ||||||
2025-07-23 | 13F | Bingham Private Wealth, Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Apexium Financial, Lp | 8,400 | 0.00 | 1,134 | 10.74 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 180,899 | 11.50 | 24,429 | 23.40 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,232 | 0.50 | 1,652 | 11.78 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 147,719 | 2.91 | 19,948 | 13.90 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 20,354 | 9.11 | 2,749 | 20.74 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19,333 | 4.64 | 2,611 | 15.79 | ||||
2025-08-07 | 13F | Grange Capital, LLC | 7,831 | -35.57 | 1,057 | -28.68 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 1,700 | 230 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 18,900 | 158.90 | 2,552 | 186.74 | |||
2025-08-07 | 13F | Evoke Wealth, Llc | 19,501 | 0.00 | 2,633 | 10.68 | ||||
2025-08-05 | 13F | Compton Financial Group, LLC | 2,645 | 0.00 | 357 | 10.87 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 2,250 | 304 | ||||||
2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 11,524 | 37.35 | 2 | 0.00 | ||||
2025-07-01 | 13F | Cullen Investment Group, Ltd. | 4,913 | -3.08 | 663 | 7.28 | ||||
2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 2,832 | 382 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 363,986 | 1.09 | 49,153 | 11.89 | ||||
2025-07-25 | 13F | Cypress Capital Group | 5,729 | 0.00 | 774 | 10.74 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 4,931 | -2.03 | 666 | 8.31 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 2,480 | 0.24 | 335 | 10.96 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 151 | 0.00 | 20 | 11.11 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 170,141 | 4.98 | 22,976 | 16.19 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 274,237 | 1.21 | 37,241 | 20.36 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 71,293 | 2.76 | 9,627 | 13.73 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1,389 | 0.00 | 188 | 16.88 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 6,774 | -2.70 | 915 | 7.66 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 27,021 | 99.82 | 3,649 | 121.22 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11,875 | -1.68 | 1,604 | 8.83 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 4,975 | 0.00 | 672 | 10.54 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 697,565 | 11.36 | 94,199 | 23.25 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 191,021 | 4.96 | 25,795 | 16.17 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service | 140,872 | -10.46 | 19,023 | -0.90 | ||||
2025-07-15 | 13F | Cordant, Inc. | 3,980 | 4.41 | 537 | 15.48 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 8,430 | -3.21 | 1,138 | 7.16 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 92,625 | 8.46 | 11,301 | 2.89 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 9,005 | 12.66 | 1,216 | 24.62 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 144,878 | 1.95 | 19,564 | 12.85 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 3,296 | 445 | ||||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Westmount Partners, LLC | 10,682 | 0.25 | 1,442 | 10.92 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 23,825 | -3.29 | 3,217 | 7.05 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 145,685 | -0.48 | 19,673 | 10.15 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2,153 | 291 | ||||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 1,000 | 0.00 | 135 | 10.66 | ||||
2025-05-13 | 13F | Eaton Financial Holdings Company, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 4,703 | -2.33 | 635 | 8.18 | ||||
2025-08-14 | 13F | Nepc Llc | 25,076 | 0.00 | 3,386 | 10.69 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 5,680 | 0.00 | 767 | 10.68 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 57,051 | 7,704 | ||||||
2025-07-15 | 13F | Lynch & Associates/in | 57,057 | 0.72 | 7,705 | 11.49 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 456,348 | -1.40 | 61,625 | 9.12 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 56,469 | -4.98 | 7,626 | 5.16 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 28,300 | 29.82 | 3,822 | 43.70 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14,900 | 223.91 | 2,012 | 258.65 | |||
2025-08-07 | 13F | Fonville Wealth Management LLC | 35,529 | 0.00 | 4,798 | 10.68 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 90,884 | -33.06 | 12,273 | -25.91 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3,046 | 48.95 | 411 | 65.06 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 67,928 | 19.17 | 9,173 | 25.13 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 128,620 | -1.82 | 17,369 | 8.67 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 4,521 | -0.94 | 617 | 15.36 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3,034 | 0.60 | 410 | 11.44 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 3,773 | 510 | ||||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 192,900 | 14.12 | 26,049 | 26.30 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 9,878 | 2.37 | 1,334 | 13.25 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 80,655 | -3.35 | 10,892 | 6.96 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 68,654 | -7.00 | 9,271 | 2.93 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 412 | 49.82 | 56 | 66.67 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 2,048 | 0.00 | 276 | 10.84 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 1,503 | 203 | ||||||
2025-07-11 | 13F | Caldwell Securities, Inc | 209 | 0.00 | 28 | 12.00 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 6,408 | 19.06 | 865 | 31.86 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 392 | 0.00 | 0 | |||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Busey Wealth Management | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Convergence Financial, LLC | 18,501 | 50.82 | 2,498 | 66.98 | ||||
2025-07-31 | 13F | United Community Bank | 443 | 60 | ||||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 18,082 | -4.06 | 2,442 | 6.18 | ||||
2025-08-13 | 13F | RW Investment Management LLC | 3,306 | 446 | ||||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 982 | -8.99 | 133 | 0.76 | ||||
2025-08-14 | 13F | UBS Group AG | 1,109,577 | 3.81 | 149,837 | 14.90 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 166,600 | 4,171.79 | 22,498 | 4,636.21 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 101 | -95.39 | 0 | |||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 2,410 | 0.29 | 325 | 10.92 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 22 | 0.00 | 3 | 0.00 | ||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 50,404 | -1.06 | 6,807 | 9.51 | ||||
2025-08-07 | 13F | Commerce Bank | 5,072 | 19.45 | 685 | 32.05 | ||||
2025-07-10 | 13F | Cisco Systems, Inc. | 1,722,500 | 0.00 | 232,606 | 10.68 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,721,438 | -8.24 | 232,480 | 1.56 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 13,018 | 1,758 | ||||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 2,381 | 0.29 | 329 | 13.10 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 179,208 | 0.00 | 24,200 | 10.68 | ||||
2025-07-29 | 13F | Commons Capital, Llc | 3,227 | 0.00 | 436 | 10.69 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 1,560 | 211 | ||||||
2025-08-11 | 13F | Pineridge Advisors LLC | 444,556 | 4.44 | 60,033 | 15.60 | ||||
2025-08-14 | 13F | LM Advisors LLC | 1,888 | 0.00 | 0 | |||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 153,256 | 16.50 | 20,696 | 28.94 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 135,855 | -15.91 | 18,346 | -6.93 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16,333 | 1.55 | 2,206 | 12.39 | ||||
2025-08-06 | 13F | Nvwm, Llc | 1,735 | 0.00 | 234 | 10.90 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 2,629 | 355 | ||||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 5,310 | 0.06 | 717 | 10.82 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 6,149 | 0.00 | 830 | 10.67 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 1,446,573 | -1.00 | 195,345 | 9.57 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 16,981 | 0.04 | 2,293 | 10.72 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 11,656 | 384.86 | 1,574 | 437.20 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 1,817 | 0.00 | 245 | 10.86 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 20,928 | 35.02 | 2,826 | 49.44 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 2,450 | 0.00 | 331 | 10.74 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 19,491 | 8.31 | 2,715 | 25.64 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 127,698 | -0.43 | 17,244 | 10.21 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 141,794 | 7.90 | 19,148 | 19.42 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 31,786 | 58.78 | 4,292 | 66.74 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 235,271 | -8.43 | 31,771 | 1.35 | ||||
2025-07-23 | 13F | InTrack Investment Management Inc | 2,600 | 0.00 | 351 | 10.73 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 173 | 0.00 | 23 | 9.52 | ||||
2025-08-07 | 13F | W Advisors, Llc | 5,909 | -25.04 | 798 | -17.07 | ||||
2025-08-13 | 13F | Blue Fin Capital, Inc. | 21,698 | 53.78 | 2,930 | 61.52 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 9,008 | 109.10 | 1,216 | 131.62 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 2,325 | -9.50 | 314 | 0.32 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 1,645 | 0.00 | 222 | 11.00 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 18,328 | 985.14 | 2,475 | 1,100.97 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 4,168 | 0.00 | 563 | 10.63 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 84 | 11 | ||||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 12,047 | 82.61 | 1,627 | 102.24 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 2,933 | 0.00 | 396 | 10.92 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 4,772 | 644 | ||||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2,492 | 0.04 | 337 | 10.89 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 8,615 | 0.33 | 1,163 | 11.08 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 1,804 | -1.20 | 244 | 9.46 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 22,148 | 6.22 | 2,992 | 17.57 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 71,580 | 4.04 | 9,666 | 15.15 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 4,971 | -22.24 | 675 | -13.59 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 7,439 | 1.51 | 1,005 | 12.30 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 6,992 | 52.40 | 944 | 68.87 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 1,849 | 255 | ||||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 19,784 | -1.26 | 2,414 | -6.36 | ||||
2025-08-05 | 13F | Huntington National Bank | 967 | 5.11 | ||||||
2025-07-09 | 13F | Sapient Capital Llc | 4,235 | 0.00 | 572 | 10.66 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 698 | 0.00 | 94 | 10.59 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 3,744 | -6.66 | 506 | 3.27 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 6,777 | 915 | ||||||
2025-07-15 | 13F | North Star Investment Management Corp. | 998 | 0.10 | 135 | 10.74 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,566,681 | -21.96 | 211,565 | -13.62 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 7,359 | -39.33 | 994 | -32.86 | ||||
2025-07-31 | 13F | CNB Bank | 600 | 0.00 | 81 | 10.96 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 4,243 | 4.02 | 573 | 15.09 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 3,028 | -2.29 | 409 | 7.94 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 105 | 0.00 | 14 | 16.67 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 753 | 106 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 49,790 | -90.94 | 6,724 | -89.97 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 8,315 | -1.41 | 1,123 | 9.04 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 3,952 | 8.75 | 534 | 20.32 | ||||
2025-08-07 | 13F | Mayport, Llc | 8,825 | 1.32 | 1,192 | 12.15 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 9,920 | 0.66 | 1,340 | 11.40 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 3,579 | -26.87 | 483 | -19.10 | ||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 269 | 0.00 | 36 | 12.50 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 10,414 | 32.46 | 1,406 | 46.61 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 4,237 | 572 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 59,272,047 | 1.16 | 8,004,097 | 11.97 | ||||
2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 1,578 | 14.51 | 191 | 4.40 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 8,783 | 45.58 | 1,186 | 61.14 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 3,588 | 0.00 | 484 | 10.76 | ||||
2025-08-12 | 13F | Integras Partners LLC | 3,782 | -1.18 | 511 | 9.21 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 645 | -29.89 | 87 | -22.32 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,107 | -2.54 | 285 | 7.98 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 3,698 | -5.13 | 499 | 5.05 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 7,563 | 1,021 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 77,563 | 3.64 | 10,474 | 14.71 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 36,192 | -8.06 | 4,886 | 0.62 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 9,601 | 5.27 | 1,297 | 16.55 | ||||
2025-08-04 | 13F | Human Investing LLC | 7,858 | -7.90 | 1,061 | 2.02 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 329,441 | -0.12 | 44,488 | 10.54 | ||||
2025-08-12 | 13F | Archer Investment Corp | 17,242 | 0.03 | 2,328 | 10.75 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 3,522 | -36.31 | 476 | -29.53 | ||||
2025-07-24 | 13F | MA Private Wealth | 39,396 | -3.40 | 5,320 | 6.93 | ||||
2025-08-06 | 13F | Reston Wealth Management Llc | 3,514 | -7.84 | 474 | 1.94 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 320 | -43.66 | 43 | -37.68 | ||||
2025-08-13 | 13F | Investment Counsel Co Of Nevada | 928 | 125 | ||||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2,881 | 5.65 | 389 | 17.17 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 1,304 | 0.23 | 176 | 11.39 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 1,912 | -15.14 | 258 | -6.86 | ||||
2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 396,234 | 5.73 | 53,507 | 17.02 | ||||
2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 5,624 | -1.80 | 759 | 8.74 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 11,181 | 216.20 | 1,510 | 250.12 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 445 | 0.23 | 60 | 7.14 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 605,036 | 33.30 | 81,704 | 47.54 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 15,253 | -0.65 | 2,060 | 9.93 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 2,365 | 0.08 | 319 | 10.76 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 808 | 109 | ||||||
2025-04-11 | 13F | Davis Capital Management | 32 | -52.24 | 4 | -62.50 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 11,359 | 0.00 | 2 | 0.00 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 16,245 | -16.16 | 2,091 | -6.03 | ||||
2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 2,853 | 9.60 | 345 | 0.29 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 41,701 | 15.15 | 5,631 | 27.46 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 12,178 | -1.87 | 1,696 | 12.02 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 151,526 | -4.76 | 20,463 | 5.41 | ||||
2025-08-14 | 13F | Prudent Investors Network | 1,768 | 0.00 | 239 | 10.70 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 1,940 | 4.25 | 262 | 14.98 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7,506 | -9.22 | 1,014 | 0.50 | ||||
2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 222 | -3.90 | 27 | -13.33 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 12,525 | 612.86 | 1,691 | 690.19 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 8,501 | 8.28 | 1,029 | -1.15 | ||||
2025-07-18 | 13F | Forbes J M & Co Llp | 56,957 | -1.90 | 7,691 | 8.58 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 18 | 0.00 | 2 | 0.00 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 116,875 | -0.21 | 15,783 | 10.45 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 31 | 0.00 | 4 | 33.33 | ||||
2025-08-05 | 13F | Burney Co/ | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 100 | 0.00 | 14 | 8.33 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 6,996 | 950 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 385,694 | -5.88 | 52,084 | 4.17 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,213 | 8.21 | 164 | 19.85 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 22,996 | -5.40 | 3,105 | 4.72 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 19,992 | 2,700 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16,312 | 96.18 | 2,203 | 144.94 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1,577 | 213 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 21,364 | 342.14 | 2,885 | 389.64 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 10,345 | -8.14 | 1,397 | 1.60 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 109,549 | 3.83 | 13,366 | -1.50 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 12,050 | 13.57 | 1,627 | 25.73 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 11,694 | -5.59 | 1,579 | 4.50 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 45 | 0.00 | 6 | 20.00 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 471 | 0.21 | 64 | 10.53 | ||||
2025-09-03 | 13F | American Trust | 4,340 | 586 | ||||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4,912 | 32.40 | 663 | 46.68 | ||||
2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 7,457 | 8.91 | 902 | -0.55 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 21,837 | 27.08 | 2,949 | 40.65 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 464,493 | -4.56 | 62,725 | 5.63 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 55,300 | -0.36 | 7,468 | 10.28 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 8,672 | 0.29 | 1,171 | 11.00 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 172 | 23 | ||||||
2025-07-24 | 13F | West Bancorporation Inc | 4,178 | -5.11 | 564 | 5.03 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 794 | 64.73 | 107 | 87.72 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 59,643 | 6.79 | 8,055 | 18.20 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 1,710 | 2.46 | 231 | 13.30 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1,831 | -7.62 | 0 | |||||
2025-05-14 | 13F | United Asset Strategies, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 497 | 67 | ||||||
2025-08-11 | 13F | Retirement Capital Strategies | 3,184 | -92.20 | 430 | -91.38 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 3,100 | 3.33 | 419 | 14.21 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 41,414 | -1.60 | 5,592 | 8.90 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 66,807 | 5.75 | 9,022 | 17.05 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 63 | -83.59 | 9 | -81.82 | ||||
2025-07-14 | 13F | Avalon Advisory Group | 58,490 | 3.72 | 7,898 | 14.80 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 56,070 | 19.69 | 7,572 | 32.48 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 25,115 | -0.92 | 3,392 | 9.67 | ||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 2,076 | 25.14 | 288 | 42.57 | ||||
2025-08-05 | 13F | Meridian Management Co | 8,100 | 0.00 | 1,119 | 13.16 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 2,476 | -27.39 | 334 | -19.71 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 5,471 | 739 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 6,200 | -55.07 | 837 | -50.27 | |||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3,438 | -1.77 | 464 | 8.67 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 4,122 | -4.89 | 557 | 5.30 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 20,500 | -11.26 | 2,768 | -1.77 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 57,214 | 7,726 | ||||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 22,792 | 7.44 | 3,078 | 18.89 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1,523,530 | 11.78 | 205,738 | 23.72 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3,144 | 0.06 | 425 | 10.70 | ||||
2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Farrow Financial Inc. | 102,214 | 3.64 | 13,803 | 14.70 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 3 | 0 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 520,520 | 4.32 | 70,291 | 15.46 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 8,227 | -10.48 | 1,111 | -0.98 | ||||
2025-07-23 | 13F | Dohj, Llc | 35,788 | -83.98 | 4,180 | -84.67 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 13,045 | 0.00 | 2 | 0.00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Kelly Financial Services LLC | 23,491 | 52.16 | 3,172 | 68.45 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 337,836 | 5.31 | 45,621 | 16.56 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 163,703 | 7.82 | 22,106 | 19.34 | ||||
2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 344,890 | 0.78 | 46,574 | 11.54 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio | 83,000 | 0.00 | 11,208 | 10.69 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 2,827 | 0.32 | 382 | 11.08 | ||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 9,666 | -1.16 | 1,305 | 9.39 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 4,468 | -24.82 | 603 | -16.83 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 2,155 | 0.00 | 291 | 11.07 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 16,694 | 0.26 | 2,254 | 10.98 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 12 | 0.00 | 2 | 0.00 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 38,538 | 0.12 | 5,204 | 10.82 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 12,287 | 0.00 | 1,659 | 10.67 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2,266 | 0.00 | 306 | 10.87 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 18 | 200.00 | 2 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 12,194 | -7.74 | 1,647 | 2.11 | ||||
2025-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Sound Stewardship, LLC | 6,492 | -4.89 | 877 | 5.29 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 88,691 | 0.54 | 11,977 | 11.28 | ||||
2025-08-27 | NP | HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares | 211,260 | 0.00 | 28,529 | 10.68 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 532,145 | 37.67 | 71,495 | 52.35 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 2,660 | -0.75 | 359 | 10.12 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 4,620 | -2.43 | 624 | 7.97 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 113,376 | -5.95 | 15,310 | 4.09 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 34,858 | -1.71 | 5 | 0.00 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 81,579 | -0.19 | 11,016 | 10.47 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 23,855 | 5.16 | 3,221 | 16.41 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 1,626 | 220 | ||||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 170 | 42.86 | 23 | 64.29 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 1,876 | -48.00 | 253 | -42.50 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 374,121 | -1.20 | 50,521 | 9.36 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 2,686 | 0.07 | 363 | 10.70 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 595 | -70.31 | 80 | -95.52 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 463 | 0.00 | 63 | 10.71 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 2,812 | -2.97 | 380 | 7.37 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 1,018 | -0.97 | 137 | 9.60 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 442 | 0.00 | 60 | 11.32 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Headinvest, Llc | 2,119 | 0.00 | 286 | 10.85 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 196 | 0.00 | 26 | 13.04 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,569 | 0.08 | 347 | 10.54 | ||||
2025-07-09 | 13F | Sar Wealth Management Group, Llc | 63,083 | 0.02 | 8,519 | 10.70 | ||||
2025-08-07 | 13F/A | Curat Global, LLC | 21,895 | 137.22 | 2,957 | 162.52 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 1,020 | 0.00 | 138 | 10.48 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 13,606 | 1.50 | 1,837 | 12.35 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 199,151 | 7.95 | 26,893 | 19.48 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 424 | 0.00 | 57 | 11.76 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 500 | 0.00 | 68 | 9.84 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 366 | 36,500.00 | 49 | 4.26 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 14,297 | -10.66 | 1,931 | -1.13 | ||||
2025-08-14 | 13F | FC Advisory LLC | 2,022 | 0.10 | 273 | 10.98 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 3,537,670 | 1.37 | 475,250 | 12.19 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 3,713 | 0.30 | 501 | 11.09 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 718,201 | 5.22 | 96,986 | 16.46 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 1,749 | -3.48 | 236 | 6.79 | ||||
2025-07-08 | 13F | Ballew Advisors, Inc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 150,627 | -3.47 | 20,341 | 6.84 | ||||
2025-07-31 | 13F | Cadinha & Co Llc | 2,731 | 0.00 | 369 | 10.51 |
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