Mga Batayang Estadistika
| Pemilik Institusional | 808 total, 808 long only, 0 short only, 0 long/short - change of 5.05% MRQ |
| Alokasi Portofolio Rata-rata | 0.6189 % - change of -0.52% MRQ |
| Saham Institusional (Jangka Panjang) | 118,765,815 (ex 13D/G) - change of 2.48MM shares 2.13% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 17,396,413 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Core S&P U.S. Growth ETF (US:IUSG) memiliki 808 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 118,765,815 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Jones Financial Companies Lllp, Envestnet Asset Management Inc, Ronald Blue Trust, Inc., Merit Financial Group, LLC, Jpmorgan Chase & Co, Raymond James Financial Inc, and UBS Group AG .
Struktur kepemilikan institusional iShares Trust - iShares Core S&P U.S. Growth ETF (NasdaqGM:IUSG) 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 158.53 / share. Previously, on September 9, 2024, the share price was 122.93 / share. This represents an increase of 28.96% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 71,890 | -0.24 | 10,812 | 18.07 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11,532 | 447.32 | 1,734 | 549.44 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 11,164 | -0.91 | 1,679 | 17.33 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 4,115 | -18.08 | 619 | -3.13 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 143,128 | 11.64 | 21,527 | 32.13 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 1,462 | 220 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 1,610 | 242 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1,745 | 262 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 278 | 56.18 | 42 | 86.36 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2,667 | -8.26 | 401 | 8.67 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 45,089 | -25.75 | 6,781 | -12.12 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 246,106 | 7.20 | 37,014 | 26.87 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 1,342 | 202 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 2,525 | 380 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,330 | -6.91 | 350 | 10.06 | ||||
| 2025-05-06 | 13F | WMG Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,279 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 237,423 | 1.30 | 35,708 | 19.89 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 6,133 | -1.67 | 922 | 16.41 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 451 | -24.96 | 57 | -31.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,315,986 | 5.88 | 197,924 | 25.30 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 0 | 0 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 111,591 | 2.23 | 17,417 | 31.75 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37,130 | -25.82 | 5,584 | -19.94 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4,602 | -1.65 | 692 | 16.50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 120,719 | 1.01 | 18,156 | 19.33 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 1,504 | 226 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1,469 | -18.52 | 221 | -3.93 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5,331 | 802 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 8,190 | -13.70 | 1,232 | 2.16 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 333 | 0.00 | 50 | 19.05 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 1,956 | 0.05 | 298 | 15.95 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 3,646 | 0.03 | 430 | -17.18 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 655,396 | 4.23 | 98,572 | 23.35 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 250,337 | 6.21 | 37,651 | 25.70 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2,638 | 0.00 | 397 | 18.21 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3,678 | -21.39 | 553 | -6.90 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 2,017 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | First American Trust, Fsb | 10,220 | 0.00 | 1,537 | 18.41 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 89,745 | -2.11 | 13,617 | 16.88 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 29,392 | 0.20 | 4,421 | 18.59 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 26,181 | 0.00 | 3,938 | 18.33 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 127,084 | 4.65 | 19,113 | 23.85 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 456 | 69 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,955 | 0.00 | 595 | 18.33 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 915 | 138 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 2,627 | 7.31 | 395 | 27.01 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 21,024 | 8.43 | 3,162 | 28.33 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1,723 | -0.17 | 260 | 18.26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,500 | 1,429 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 26 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1,457 | -29.72 | 230 | -14.18 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6,959 | 33.60 | 1,047 | 58.25 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2,062 | 0.10 | 310 | 18.77 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 752 | 6.52 | 113 | 26.97 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2,471 | -1.51 | 372 | 16.67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 34,315 | -0.87 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,660 | -53.70 | 250 | -45.27 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2,692 | 21.48 | 405 | 43.77 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 9,384 | 3.33 | 1,412 | 22.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 13,644,205 | 4.32 | 2,052,088 | 23.46 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28,704 | 4.51 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 73,999 | 7.07 | 11,129 | 26.73 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 41,143 | 6,188 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 85,913 | -16.13 | 12,921 | -0.75 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 7,963 | 13.55 | 1,198 | 34.34 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 181,076 | 3.62 | 27,234 | 22.63 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 229,873 | 18.42 | 34,576 | 40.16 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 26,995 | 2.29 | 4,060 | 21.09 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 156 | 110.81 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 408,133 | 4.61 | 61,383 | 23.81 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,834 | 2.45 | 1,329 | 21.28 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 37,639 | -4.06 | 5,661 | 13.54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12,174 | 0.00 | 1,831 | 18.29 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 10,409 | 0.00 | 1,566 | 18.38 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1,550 | -9.25 | 233 | 7.37 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,975,369 | 4.78 | 297,095 | 24.01 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7,605 | 0.00 | 1,144 | 7.93 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,352 | 0.14 | 955 | 18.49 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 5 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | DDFG, Inc | 263,827 | -0.21 | 39,680 | 18.10 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 54,016 | 3.52 | 8,124 | 22.53 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16,917 | 17.08 | 2,548 | 38.50 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 75,475 | -0.11 | 11,351 | 18.23 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 3,098 | 33.53 | 466 | 58.16 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 86,546 | -0.25 | 13,017 | 18.05 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 34,612 | -0.36 | 5,206 | 13.62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 497,380 | 3.39 | 74,806 | 22.37 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 1,559 | 0.00 | 234 | 18.18 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 523 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 4,385 | -12.04 | 1 | |||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 139 | 0.00 | 21 | 17.65 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 35,822 | 5.17 | 5,388 | 24.44 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 4,299 | 34.43 | 647 | 59.11 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 14,046,309 | 3.38 | 2,112,565 | 22.35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8,031 | 183.78 | 1,208 | 236.21 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 2,045 | -55.98 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 306 | 705.26 | 39 | 660.00 | ||||
| 2025-07-17 | 13F | City Holding Co | 60 | 0.00 | 9 | 28.57 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 28 | 0.00 | 4 | 33.33 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 3,243 | 0.00 | 488 | 18.20 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 13,382 | 6.59 | 2,013 | 26.14 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 17,208 | -0.47 | 2,588 | 17.80 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 1,391 | 209 | ||||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 2,838 | 0.00 | 427 | 18.33 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 36,887 | -1.85 | 5,548 | 16.17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,033,479 | 9.24 | 155,435 | 29.29 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 707,698 | 5.52 | 110,104 | 23.37 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 2,510 | 0.00 | 378 | 13.55 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 19,218 | 1.99 | 2,890 | 20.72 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 360,731 | -21.80 | 54,254 | -7.45 | ||||
| 2025-05-01 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8,117 | 59.97 | 1,221 | 89.44 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 4,000 | 0.00 | 602 | 18.31 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 17,260 | -5.04 | 2,596 | 12.39 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 352 | 13.55 | 53 | 33.33 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 8,428 | 1.18 | 1,268 | 19.75 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27,907 | -1.76 | 4,197 | 16.29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 30,573 | 16.05 | 4,598 | 37.34 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1,394 | 0.00 | 210 | 18.08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 250 | 0.00 | 38 | 19.35 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 785,030 | -0.16 | 118,069 | 18.16 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 334,365 | -6.32 | 50,289 | 10.87 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1,514 | 228 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7,246 | -47.70 | 1,090 | -38.12 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 22,774 | 10.96 | 3,425 | 31.33 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1,439 | 216 | ||||||
| 2025-08-14 | 13F | Family Management Corp | 803 | 512.98 | 121 | 650.00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 21,069 | 7.84 | 3,169 | 27.64 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,941 | 1.73 | 894 | 20.35 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5,274 | 0.00 | 793 | 18.36 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 4,468 | -47.96 | 672 | -38.50 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 565 | -0.18 | 85 | 18.31 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 371 | 0.00 | 56 | 17.02 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 10,161 | -0.26 | 1,528 | 18.08 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1,992 | -1.14 | 300 | 16.80 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 41,503 | 16.39 | 6,242 | 37.76 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,531 | 1.96 | 558 | 29.47 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 2,567 | 386 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 26,246 | -0.59 | 3,947 | 17.65 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3,679 | 111.07 | 553 | 150.23 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 1,890 | 1.83 | 284 | 20.85 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17,435 | -3.82 | 2,622 | 13.85 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3,589 | -32.55 | 537 | -20.59 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 5,736 | 0.09 | 854 | 17.31 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 174 | 0.00 | 27 | 22.73 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 8,070 | 11.87 | 1,214 | 32.42 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 19,300 | 0.00 | 2,903 | 18.35 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 22 | -86.25 | 3 | -85.00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1,593 | 0.00 | 240 | 18.32 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 11,924 | -2.46 | 1,793 | 15.45 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 650 | 0.00 | 98 | 18.29 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 1,792 | -73.01 | 269 | -68.09 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 132,102 | 0.60 | 19,868 | 19.06 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10,885 | 25.43 | 1,637 | 48.55 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 5,542 | -0.20 | 829 | 17.59 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 231,521 | -0.85 | 29,422 | -9.58 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 179 | 0.00 | 27 | 18.18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 127,918 | 26.32 | 19,239 | 49.50 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 1,623 | 244 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 4,227 | 0.02 | 636 | 18.25 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 4,588 | -9.42 | 1 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 128 | 19 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 17 | 0.00 | 3 | 0.00 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 29,249 | -5.76 | 4,399 | 11.54 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 3,328 | 0.00 | 501 | 18.48 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 27,574 | 25.28 | 4,147 | 18.35 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 17,086 | 11.84 | 2,570 | 32.35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 21,300 | 2.60 | 3,203 | 21.42 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1,358 | 204 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 10,834 | 13.47 | 1,629 | 34.30 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 3,746 | 0.00 | 563 | 18.28 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1,436 | -49.91 | 216 | -40.93 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 4,631 | -1.09 | 697 | 17.17 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 777 | 117 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 45 | 0.00 | 7 | 20.00 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 5,701 | 0.14 | 857 | 18.53 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 3,387 | 0.00 | 509 | 18.37 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 1,362 | 205 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 8 | 0.00 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 75,036 | -4.27 | 11,285 | 13.30 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 1,814 | 0.00 | 273 | 18.26 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 24,964 | -8.21 | 3,755 | 8.62 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 388 | -21.14 | 58 | -14.71 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,210 | 106.13 | 182 | 124.69 | ||||
| 2025-04-29 | 13F | Proffitt & Goodson Inc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 2,397 | 0.00 | 361 | 18.42 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,643 | 25.92 | 1,300 | 48.97 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 14,656 | 2,204 | ||||||
| 2025-07-09 | 13F | Finley Financial, LLC | 1,180 | 0.00 | 177 | 15.69 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11,328 | -27.91 | 1,704 | -14.68 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 384 | 0.00 | 58 | 18.75 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1,854 | 2.15 | 279 | 20.87 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 4,088 | 0.05 | 615 | 18.30 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 2,074 | -17.27 | 312 | -2.20 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 62 | 0.00 | 9 | 28.57 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 687,744 | 0.64 | 103 | 19.77 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 2,928 | -6.30 | 440 | 10.83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,063 | 21.35 | 160 | 43.24 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 11 | 2 | ||||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 4,315 | -6.50 | 649 | 10.58 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 61,441 | 1.76 | 9,241 | 20.44 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 8,876 | -21.89 | 1,371 | -8.78 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 1,360 | 204 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17,391 | 3 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 281 | 1.08 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 71,689 | -9.78 | 10,782 | 6.78 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2,754 | 0.00 | 414 | 18.62 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1,858 | -34.58 | 279 | -22.50 | ||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 8,107 | 327.36 | 1,219 | 405.81 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 4,171 | 0.00 | 627 | 18.30 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 2,000 | 301 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 32,860 | 2.16 | 4,942 | 20.92 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3,971 | 0.00 | 597 | 18.45 | ||||
| 2025-05-12 | 13F | Capital Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 370 | 56 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 7 | 0.00 | 1 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 112 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1,600 | 0.00 | 241 | 18.23 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 3,994 | 601 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 23,453 | 3,527 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 134,543 | -5.88 | 20,237 | 11.39 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 100 | 0.00 | 15 | 25.00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 40,377 | 16.15 | 6,073 | 37.47 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 530 | 0.00 | 80 | 17.91 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 218,023 | -3.17 | 32,791 | 14.59 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 17,931 | 2,697 | ||||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 88,520 | -2.15 | 13,300 | 20.84 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 241,047 | 5.41 | 36,253 | 24.76 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 11,777 | -23.77 | 1,771 | -9.78 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 204,582 | 2.72 | 30,769 | 21.57 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 20 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 459,398 | 5.31 | 68,875 | 7.54 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,244 | 488 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 204,805 | 13.91 | 30,803 | 34.81 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,532 | 0.07 | 230 | 18.56 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9,308 | 0.68 | 1,408 | 34.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 186,289 | 4.01 | 28,018 | 23.10 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 25,157 | -6.22 | 3,784 | 10.97 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 149 | 22 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 2,286 | 0.00 | 347 | 31.56 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 1,528 | 0.00 | 230 | 18.04 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5,394 | 0.00 | 811 | 18.39 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 6,359 | -0.63 | 956 | 17.59 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,734 | 0.00 | 261 | 18.18 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 31 | 5 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 19 | -20.83 | 3 | -33.33 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7,000 | 0.00 | 1,053 | 28.29 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 3,360 | 0.00 | 505 | 18.54 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 519 | 160.80 | 78 | 208.00 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 41,017 | -0.39 | 6,169 | 17.89 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2,366 | -33.39 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 80,687 | -2.58 | 12,135 | 15.30 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 1,345 | 202 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 936 | 0.11 | 140 | 17.80 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1,578 | -15.43 | 237 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,745 | 0.06 | 263 | 18.55 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 6,657 | -25.46 | 1,001 | -11.73 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 21,965 | -4.84 | 3,304 | 12.62 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4,363 | 0.00 | 656 | 18.41 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 2,232 | -2.02 | 336 | 15.92 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 2,756 | -4.83 | 414 | 12.50 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 180,630 | 10.46 | 27,167 | 30.74 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 1,736 | 6.11 | 261 | 26.09 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3,818 | 36.21 | 574 | 61.24 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 41,143 | 21.06 | 6,188 | 43.25 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 206 | -41.97 | 31 | -33.33 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5,346 | 0.00 | 804 | 18.41 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6,513 | -1.90 | 980 | 16.13 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 6,995 | 0.14 | 1,052 | 18.60 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 92,962 | -1.70 | 13,981 | 16.33 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 1,915 | -13.35 | 243 | -23.58 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 97,455 | -0.02 | 14,657 | 16.67 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1,579 | 237 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 1,872 | 1.24 | 238 | -7.78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,778 | 31.08 | 1,170 | 55.04 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 27,493 | 5.34 | 4,135 | 24.67 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 106 | 0.00 | 16 | 15.38 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 118,980 | 2,453.22 | 17,895 | 2,922.64 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 3,176 | 0.00 | 478 | 18.36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 66,989 | -1.66 | 10,075 | 16.39 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 16,609 | -2.55 | 2,498 | 15.33 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 24,411 | 3.34 | 3,671 | 22.33 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 28,919 | 29.39 | 4,374 | 70.09 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,387 | -57.38 | 209 | -49.64 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,301 | -9.08 | 196 | 7.73 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 125 | 0.00 | 19 | 20.00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,618 | -2.33 | 695 | 15.67 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12,406 | 1,866 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,888 | -19.41 | 1,638 | -5.48 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1,769 | -16.04 | 268 | 0.37 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 52,251 | 1.81 | 7,859 | 20.48 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 32,424 | 4.26 | 4,877 | 23.38 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 50,698 | 2.43 | 7,625 | 21.23 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 41,681 | 0.99 | 6,269 | 19.53 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2,017 | 303 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7,039 | -3.19 | 1,059 | 14.63 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4,000 | 0.00 | 602 | 18.31 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,453 | 9.50 | 219 | 29.76 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 23,336 | -6.42 | 3,510 | 10.73 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 1,465 | 218 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 1,956 | 294 | ||||||
| 2025-04-15 | 13F | Collier Financial | 978 | 14.79 | 124 | 5.08 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2,188 | 18.40 | 329 | 40.60 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 29,728 | -0.15 | 4,471 | 18.19 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 14,250 | -3.89 | 2,143 | 13.75 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7,995 | -1.33 | 1,202 | 16.81 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3,882 | 0.15 | 584 | 18.50 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8,116 | -7.67 | 1,221 | -0.33 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 39,547 | 2.19 | 5,948 | 20.95 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5,331 | 19.91 | 802 | 42.02 | ||||
| 2025-07-31 | 13F | City State Bank | 30 | 0.00 | 5 | 33.33 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1,492 | -13.15 | 232 | 6.42 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,297 | -71.61 | 646 | -68.00 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 741,665 | -14.72 | 111,546 | 0.93 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18,975 | -13.91 | 2,853 | 1.89 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 10,323 | -3.50 | 1,552 | 14.20 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 10,537 | 0.63 | 1,585 | 19.82 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 5,379 | 0.00 | 809 | 14.10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 38,294 | -4.76 | 5,759 | 12.72 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 7,435 | -0.38 | 1,118 | 17.93 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 36 | 0.00 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 169 | 0.00 | 25 | 19.05 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 7,387 | -1.85 | 1,111 | 16.21 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 4,707 | -57.26 | 1 | -100.00 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 6,494 | 977 | ||||||
| 2025-07-15 | 13F | Unified Investment Management | 1,640 | 0.00 | 247 | 18.27 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1,428 | 0.14 | 219 | 16.49 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 5,570 | -15.53 | 855 | 2.03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 223,016 | 9,508.62 | 33,542 | 11,308.50 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 13,193 | 0.07 | 1,984 | 18.45 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 67 | -50.00 | 10 | -41.18 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 1,983 | 0.00 | 298 | 7.97 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 72,964 | -14.96 | 10,974 | 0.64 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 22,329 | 3,358 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 832 | 0.00 | 0 | |||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 442 | 0.00 | 66 | 17.86 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 140,984 | 1.33 | 21,204 | 19.93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4,386 | 0.94 | 660 | 19.38 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 23,485 | -1.61 | 4 | 0.00 | ||||
| 2025-05-07 | 13F | Integrated Investment Consultants, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 94,346 | 3.30 | 14,190 | 22.26 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 19 | -20.83 | 3 | -33.33 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 1,934 | 14.03 | 291 | 34.88 | ||||
| 2025-08-19 | 13F | Cim, Llc | 10,396 | -1.26 | 1,564 | 16.90 | ||||
| 2025-04-11 | 13F | Verum Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 3,978 | 1.45 | 598 | 20.08 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 71 | 0.00 | 11 | 11.11 | ||||
| 2025-07-25 | 13F | Oak Ridge Investments Llc | 4,844 | -28.66 | 729 | -15.55 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3,221 | 484 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 2,000 | 0.00 | 301 | 18.11 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 103,992 | 1.14 | 15,779 | 20.76 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 74,160 | -84.98 | 11,154 | -82.22 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2,412 | -7.87 | 363 | 9.04 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 313,990 | -0.32 | 47,224 | 17.97 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 6,396 | -0.91 | 962 | 17.20 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 12,352 | 0.00 | 1,858 | 18.36 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 1,356 | 204 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1,621 | -18.46 | 244 | -3.57 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 2,377 | 0.00 | 358 | 18.21 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 34,363 | -0.47 | 5,168 | 17.80 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 104,997 | 0.59 | 15,792 | 19.05 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 114 | 0.00 | 17 | 21.43 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3,195 | -4.51 | 481 | 12.94 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 22,030 | 0.15 | 3,313 | 18.53 | ||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3,240 | -24.10 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 172,260 | 3.12 | 25,908 | 22.04 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 145,409 | -0.30 | 21,869 | 17.99 | ||||
| 2025-05-01 | 13F | Diversify Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2,759 | 0.00 | 415 | 18.29 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 141 | 0.00 | 21 | 23.53 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 1,370 | 0 | ||||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2,107 | -15.52 | 317 | 0.00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 104 | 0.00 | 16 | 15.38 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 4,428 | -83.48 | 660 | -80.83 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 949 | -64.93 | 143 | -58.60 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 89,753 | -32.09 | 13,499 | -19.63 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2,710 | -0.04 | 408 | 18.31 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 772 | 0.00 | 116 | 18.37 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 47,594 | -33.39 | 7,158 | -21.17 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 396 | 0.00 | 60 | 18.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 49,986 | 7,518 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3,599 | 0.03 | 541 | 18.38 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 4,787 | -0.27 | 720 | 18.06 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 7,028 | 0.03 | 1,057 | 18.39 | ||||
| 2025-08-12 | 13F | Bank OZK | 1,679 | 0.00 | 253 | 18.31 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 2,401 | 0.33 | 305 | -8.41 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 3,260 | 490 | ||||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 50,797 | 0.05 | 7,640 | 18.40 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,014 | 0.00 | 153 | 18.75 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 447 | 0.00 | 67 | 19.64 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 150 | 0.00 | 23 | 15.79 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5,842 | 9.77 | 879 | 29.88 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 67,087 | 328.81 | 10,090 | 407.49 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 320 | 0.00 | 48 | 20.00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7,193 | 1,082 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,919 | 1,041 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 40 | 0.00 | 6 | 20.00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10,888 | 12.12 | 1,638 | 32.66 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 24,509 | -8.55 | 3,686 | 8.25 | ||||
| 2025-08-14 | 13F | FIL Ltd | 411,058 | 61,980 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 7,512 | -3.31 | 1,130 | 14.39 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 31,911 | 19.58 | 4,800 | 41.52 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,116 | 206.59 | 168 | 263.04 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 211 | 0.00 | 32 | 19.23 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 1,378 | 207 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7,863 | 23.85 | 1,223 | 51.61 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5,145 | 0.76 | 774 | 19.29 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 15,679 | 0.00 | 2,358 | 18.37 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8,948 | -2.51 | 1,346 | 15.35 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1,425 | 214 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,618 | 9.64 | 544 | 29.83 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 21,768 | 24.62 | 2,766 | 13.64 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 460,475 | 13.09 | 69 | 35.29 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 116,843 | -0.39 | 17,573 | 17.88 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 3,405 | -4.89 | 512 | 24.27 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 637 | 0.00 | 96 | 18.75 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,656 | -5.03 | 2,204 | 12.39 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,246 | -3.24 | 1,391 | 14.50 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 4,913 | -8.82 | 739 | 7.89 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 72,768 | 6.46 | 10,944 | 26.00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1,355 | 204 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 61,222 | 10.73 | 9,208 | 31.04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7,600 | 375.00 | 1,143 | 463.05 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,517 | 228 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 483,873 | -20.93 | 72,774 | -6.41 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8,742 | 0.19 | 1,315 | 18.59 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,438 | 0.00 | 216 | 18.68 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7,655 | 1.11 | 1,151 | 19.65 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 20,301 | 6.42 | 3,053 | 25.95 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 9,542 | 0.00 | 1,435 | 18.40 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 5,684 | -1.13 | 855 | 16.99 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 4,365 | 0.00 | 656 | 18.41 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 3,614 | 0.00 | 544 | 18.30 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5,124 | -0.49 | 771 | 17.74 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13,171 | -2.28 | 1,981 | 15.65 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 4,547 | 0.00 | 680 | 17.85 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 2,314 | 0.00 | 348 | 18.37 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 22 | 22.22 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 211,254 | 0.12 | 32 | 19.23 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 4,244 | -8.87 | 638 | 7.95 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5,035 | -7.63 | 759 | 9.54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 77,006 | 0.68 | 11,582 | 19.15 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 46 | 7 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Monument Capital Management | 3,311 | 0.03 | 498 | 18.33 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2,177 | 6.87 | 328 | 26.74 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 15,282 | -2.65 | 2,298 | 15.25 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 193,251 | 0.30 | 29,065 | 18.70 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 461,503 | -1.07 | 69,410 | 16.90 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 6,517 | -1.14 | 980 | 17.08 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 8,399 | -0.64 | 1,263 | 17.60 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 181,518 | 27,300 | ||||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 2,975 | 0.10 | 447 | 18.57 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 3,439 | 0.00 | 517 | 18.31 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 11,843 | 2.90 | 1,781 | 21.82 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 250 | 0.00 | 38 | 19.35 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 7,757 | -33.47 | 1,167 | -21.27 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,232 | -2.30 | 185 | 15.63 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 8,324 | 0.05 | 1,253 | 18.54 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 7,683 | 15.22 | 1,156 | 36.36 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3,647 | 22.30 | 549 | 44.97 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 844 | 0.00 | 127 | 17.76 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 8 | 0.00 | 1 | 0.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,346 | 202 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12,120 | 3.76 | 1,886 | 27.02 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 289 | 0.00 | 43 | 19.44 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 32,033 | 0.00 | 4,818 | 18.35 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5,238 | -9.27 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 44,097 | 4.36 | 6,632 | 23.52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 284 | 0.00 | 43 | 16.67 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 117 | 0.00 | 18 | 21.43 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8,301 | -9.14 | 1,055 | -9.45 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 86,636 | 5.93 | 13,030 | 25.37 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2,902 | 31.97 | 436 | 56.27 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 132 | 20 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 2,060 | 1.18 | 310 | 19.77 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 2,888 | 434 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6,138 | -51.34 | 923 | -42.42 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 17,603 | 18.96 | 2,647 | 40.80 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,222 | -0.43 | 1,086 | 17.92 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 809 | 0 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 315 | 0.00 | 47 | 17.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 566,920 | 2.28 | 85,265 | 21.05 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 4,599 | 11.87 | 692 | 32.38 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 597 | 90 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,148 | 1.90 | 774 | 20.75 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123,910 | 20.91 | 18,636 | 43.11 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 16,733 | 2.09 | 2,517 | 20.85 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55,936 | 11.07 | 8,479 | 32.51 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 2,980 | 448 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 3,731 | 561 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 27,787 | 0.00 | 4,179 | 18.35 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 6,934 | -1.84 | 1,043 | 16.16 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 4,478 | -2.38 | 672 | 15.07 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 46,594 | -33.49 | 7 | -12.50 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,331 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1,539,575 | 37.35 | 231,552 | 62.55 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 274,436 | 0.27 | 41,275 | 18.67 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3,290 | 512 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 47,510 | 24.13 | 7 | 75.00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2,407 | 14,943.75 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,670 | -1.85 | 552 | 16.00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1,353 | 7.21 | 203 | 26.88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 102,024 | 0.18 | 15,344 | 18.56 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 226 | -1.32 | ||||||
| 2025-05-09 | 13F | Westfield Capital Management Co Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13,244 | 1.81 | 1,992 | 20.45 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 35,863 | 5,394 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Petix & Botte Co | 159,573 | -5.26 | 24,000 | 12.12 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8,522 | -19.71 | 1,083 | -26.84 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 1,813 | 0.11 | 273 | 18.26 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,584 | -1.12 | 1,337 | 27.09 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 2,002 | 301 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,798 | 0.19 | 872 | 18.50 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 546 | 0.00 | 82 | 18.84 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 72 | 0.00 | 11 | 11.11 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 1,460 | 220 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 21,075 | 0.00 | 3,170 | 18.33 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4,732 | -8.65 | 712 | 8.05 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 65,200 | 8.15 | 10,173 | 32.79 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 11,780 | -0.83 | 1,772 | 17.36 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 23,355 | -19.54 | 3,513 | -4.77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 708,298 | -3.34 | 106,798 | 14.69 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 22,308 | 5.60 | 3,355 | 25.00 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 2,399 | -3.38 | 361 | 14.29 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 3,953 | 0.00 | 595 | 18.33 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 7,047 | 19.00 | 1,060 | 40.82 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 10,058 | 0.00 | 1,513 | 18.31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 415,652 | 8.59 | 62,514 | 28.51 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 204,668 | 6.27 | 30,782 | 25.77 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 3,258 | -37.62 | 490 | -26.09 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,235 | -8.10 | 336 | 8.74 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 2,400 | 0.00 | 361 | 18.42 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 4,275 | 0.00 | 643 | 18.23 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 1,785 | 0.00 | 227 | 0.00 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 2,167 | -15.42 | 326 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 209,690 | -1.23 | 31,537 | 16.89 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4,303 | 10.99 | 647 | 31.50 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2,688 | 0.07 | 404 | 18.48 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 400 | 0.00 | 60 | 20.00 | ||||
| 2025-08-06 | 13F | O'Brien Greene & Co. Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 1,800 | 0.00 | 271 | 18.42 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,361 | 44.30 | 1,859 | 70.86 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 379,455 | 60.84 | 57,070 | 90.36 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 345 | 7.14 | 52 | 27.50 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 140,579 | -18.44 | 21,143 | -3.47 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 1,687 | 0.00 | 254 | 18.22 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 131 | 0.00 | 20 | 18.75 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3,821 | 0.00 | 575 | 18.35 | ||||
| 2025-05-01 | 13F | Weatherly Asset Management L. P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 1,523 | 229 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43,464,067 | 0.81 | 6,536,996 | 19.31 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,011 | 6.53 | 152 | 26.67 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 138,416 | -10.77 | 20,818 | 17.25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 204,783 | 1.77 | 30,799 | 20.45 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13,844 | 400.14 | 2 | |||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 16,017 | -11.44 | 2,409 | 4.79 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 8,503 | 0.08 | 1,279 | 18.44 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5,798 | 0.00 | 872 | 18.48 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 4,949 | 0.00 | 744 | 18.47 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1,572 | 0.64 | 236 | 19.19 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 310 | 0.00 | 47 | 17.95 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,686 | 2.93 | 554 | 21.76 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 8,460 | 116.37 | 1,272 | 156.45 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2,594 | -9.71 | 394 | 16.27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 27,816 | -6.05 | 4,184 | 11.19 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 58 | 0.00 | 9 | 14.29 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 154,672 | -18.73 | 22,285 | -7.86 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 20,200 | -27.08 | 3,038 | -13.69 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 6,314 | -33.64 | 950 | -21.51 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 319,095 | 20.57 | 47,992 | 42.69 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 2,242 | -4.15 | 337 | 13.47 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 84,265 | -27.70 | 12,673 | -14.44 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9,424 | -40.80 | 1,424 | -29.66 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 769 | 28.60 | 116 | 53.33 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1,419 | 213 | ||||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 2,570 | 0.00 | 387 | 18.40 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 2,460 | 0.00 | 370 | 18.27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 376,700 | 1,107.60 | 56,656 | 1,329.24 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,262,661 | -0.61 | 189,904 | 17.63 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 6,000 | 0.00 | 902 | 18.37 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 96,301 | 0.83 | 14,484 | 19.33 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 165 | 0.00 | 25 | 20.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1,410 | 212 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1,629 | 0.12 | 251 | 20.67 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 89,753 | 34.46 | 13,499 | 59.14 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3,008 | 15.51 | 452 | 36.97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 443,179 | -12.97 | 66,695 | 3.01 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4,448 | -1.27 | 669 | 16.78 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1,691 | -13.19 | 254 | 2.83 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 46,879 | 7,051 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,397 | 14.54 | 840 | 38.22 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 117,182 | 4.07 | 17,624 | 23.17 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1,486 | 223 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 144 | 0.00 | 22 | 16.67 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 26,003 | 3,911 | ||||||
| 2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 42,000 | 6.38 | 6,317 | 25.89 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 306 | 188.68 | 46 | 253.85 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 457 | 0.00 | 69 | 17.24 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,004 | -64.62 | 151 | -58.06 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 1,593 | 0.19 | 240 | 18.32 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 5,019 | 0.14 | 775 | 25.00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3,761 | 0.29 | 566 | 18.70 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6,707 | -3.25 | 1,009 | 14.55 | ||||
| 2025-05-08 | 13F | Regions Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1,533 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 2,965 | -0.13 | 446 | 18.04 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 1,333 | 200 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3,375 | 12.46 | 508 | 33.07 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 1,411 | -25.58 | 212 | -11.67 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57,042 | 135.41 | 8,579 | 178.63 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 141 | 21 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 30,716 | 1.46 | 4,620 | 20.07 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 20 | 0.00 | 3 | 50.00 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 650 | 0.00 | 98 | 18.29 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 29,193 | -0.43 | 4,391 | 17.85 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 148 | 0.00 | 22 | 22.22 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 76,283 | -15.37 | 11,473 | 0.17 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 10,645 | -41.32 | 1,601 | -30.54 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 3,207 | -0.03 | 482 | 18.43 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 4,240 | -0.12 | 632 | 15.99 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 55,474 | 11.91 | 8,343 | 32.45 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4,925 | 123.36 | 741 | 164.64 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 78,076 | -1.70 | 11,743 | 16.34 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 1,785 | 0.06 | 269 | 18.58 | ||||
| 2025-08-07 | 13F | Commerce Bank | 9,865 | 0.93 | 1,484 | 19.40 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 5,845 | -24.63 | 879 | -10.76 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 1,939 | 292 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 30,403 | -1.66 | 4,573 | 16.40 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 1,352 | 203 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 16 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Sapient Capital Llc | 5,525 | 22.42 | 831 | 44.85 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 2,654 | 0.00 | 399 | 18.40 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6,992 | 0.01 | 1,052 | 18.36 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1,041 | 0.00 | 157 | 18.18 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 471 | 0.00 | 71 | 18.64 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 1,588 | 0.00 | 239 | 18.41 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2,767 | 29.85 | 416 | 52.94 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 2,552 | 0.00 | 384 | 18.21 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 81,279 | 16.02 | 12,224 | 37.32 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 7,856 | -1.06 | 1,182 | 17.05 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7,299 | -11.78 | 1,098 | 4.38 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 244 | 0.00 | 37 | 16.13 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 731 | 0.00 | 110 | 18.48 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4,749 | 0.15 | 714 | 18.60 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 268 | 0.00 | 40 | 17.65 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 289 | 0.00 | 43 | 19.44 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 81,776 | -13.12 | 12,299 | 2.82 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 1,875 | 7.08 | 282 | 27.03 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 119,962 | -2.73 | 18,042 | 15.12 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 125,372 | -16.59 | 18,856 | -1.29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 240,886 | 77.63 | 36 | 111.76 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 6,507 | 0.00 | 979 | 18.40 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 3,977 | -5.76 | 598 | 11.57 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3,061 | -25.96 | 460 | -12.38 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5,893 | -0.15 | 886 | 18.13 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2,253 | -37.61 | 339 | -26.20 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 2,923 | 0.00 | 440 | 18.33 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13,021 | 6.21 | 1,958 | 25.67 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 2,963 | -90.92 | 446 | -89.27 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 69 | -86.91 | 10 | -84.85 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 22,566 | 0.00 | 3,394 | 18.35 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 31,905 | 1.76 | 4,799 | 20.43 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6,417 | -2.09 | 965 | 15.99 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 86 | 0.00 | 13 | 9.09 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 6,636 | 0.00 | 998 | 18.39 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 5,246 | -5.88 | 789 | 11.30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 29,796 | -8.87 | 4,481 | 7.85 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 6,303 | 0.14 | 948 | 18.52 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 551 | 0.00 | 83 | 17.14 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 210 | -13.58 | 27 | -21.21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 111,443 | 1.21 | 16,761 | 19.79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,113,261 | 0.65 | 167,435 | 19.12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,049,968 | 1.60 | 308,315 | 20.25 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 332 | 19.86 | 50 | 40.00 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 4,744 | 6.30 | 713 | 25.75 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 38,421 | -1.93 | 5,779 | 16.07 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 185 | -58.89 | 28 | -52.63 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 176 | 0.00 | 26 | 18.18 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 8,335 | -0.22 | 1,254 | 18.10 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 429 | 27.38 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 7,806 | 0.00 | 1,174 | 18.47 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7,637 | -10.29 | 1,064 | -1.57 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3,198 | 0.57 | 481 | 18.81 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12,994 | 7.07 | 1,954 | 26.72 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4,505 | 0.00 | 678 | 18.36 |
