Mga Batayang Estadistika
| Pemilik Institusional | 1554 total, 1549 long only, 0 short only, 5 long/short - change of -1.02% MRQ |
| Alokasi Portofolio Rata-rata | 0.7065 % - change of -7.69% MRQ |
| Saham Institusional (Jangka Panjang) | 163,334,127 (ex 13D/G) - change of 5.43MM shares 3.44% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 29,828,988 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares S&P 500 Value ETF (US:IVE) memiliki 1554 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 163,334,127 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Ameriprise Financial Inc, Stifel Financial Corp, and Pnc Financial Services Group, Inc. .
Struktur kepemilikan institusional iShares Trust - iShares S&P 500 Value ETF (ARCA:IVE) 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 203.17 / share. Previously, on September 9, 2024, the share price was 193.13 / share. This represents an increase of 5.20% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Alliancebernstein L.p. | 29,124 | -31.28 | 5,691 | -29.53 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 32,106 | -0.71 | 6,274 | 1.82 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2,306 | 0.00 | 451 | 2.51 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 23,278 | -7.06 | 4,549 | -4.71 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 4,365 | -0.46 | 853 | 2.16 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 31,814 | 25.82 | 6,217 | 29.04 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 15,864 | 18.04 | 3,100 | 21.05 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5,383 | 10.15 | 1,070 | 18.12 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 483 | 0.42 | 94 | 3.30 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 1,215 | 4.29 | 243 | 16.91 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,757 | -20.82 | 1,955 | -13.42 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 168,750 | 4.42 | 32,977 | 7.07 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 70 | 0.00 | 14 | 0.00 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 1,145 | 0.00 | 224 | 2.29 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5,035 | -30.31 | 1 | -100.00 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 2,872 | -5.25 | 561 | -2.77 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 23,757 | 2.67 | 4,669 | 5.87 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 1,341 | 0.00 | 262 | 2.75 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 81,124 | 13.25 | 15,853 | 16.12 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 85,373 | 1.25 | 16,684 | 3.83 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 99,789 | 15.91 | 19,501 | 18.92 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 19,179 | -0.99 | 3,748 | 1.52 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 111 | 0.00 | 22 | 0.00 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4,725 | 0.08 | 923 | 2.67 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 3,992 | 12.70 | 780 | 15.56 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 596 | -4.64 | 116 | -2.52 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 719,697 | 18.46 | 140,643 | 21.47 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 29,262 | 0.00 | 5,718 | 2.55 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 23,365 | 0.10 | 4,566 | 2.63 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 2,227 | 0.00 | 435 | 2.59 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4,218 | -0.61 | 824 | 1.98 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8,314 | 1.44 | 1,625 | 3.97 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 110,658 | -4.84 | 21,625 | -2.43 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 7,447 | 0.00 | 1,455 | 2.54 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 1,348 | 0.00 | 263 | 2.73 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 576 | 0.00 | 113 | 2.75 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 998 | 0.50 | 195 | 2.65 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 804 | 0.00 | 157 | 2.61 | ||||
| 2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Davis Selected Advisers | 10,978 | -44.31 | 2,145 | -42.89 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2,586 | 0.00 | 505 | 2.64 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 5,209 | 1,018 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 202,555 | 12.67 | 39,583 | 15.53 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 19,032 | -4.83 | 3,719 | -2.41 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 7,102 | 21.03 | 1,388 | 24.06 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 5,315 | 0.00 | 1,039 | 2.57 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 16,837 | 0.00 | 3,290 | 2.56 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2,460 | 0.00 | 481 | 2.56 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 65 | 13 | ||||||
| 2025-08-04 | 13F | Spinnaker Trust | 2,719 | 0.00 | 531 | 2.51 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 13,015 | 18.38 | 2,534 | 20.95 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2,046 | -5.37 | 400 | -3.16 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1,072 | -2.37 | 210 | 0.00 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 8,099 | 73.98 | 1,583 | 78.35 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 40 | -27.27 | 0 | |||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 5,296 | 0.00 | 1,035 | 2.48 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 1,648 | -3.29 | 322 | -0.62 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 125,006 | -7.99 | 24,429 | -5.65 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 54,677 | -0.50 | 10,685 | 1.88 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 3,289 | 0.00 | 643 | 2.56 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 94,583 | 12.29 | 18,483 | 15.14 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1,355 | 0.00 | 265 | 2.33 | ||||
| 2025-07-24 | 13F | Krs Capital Management, Llc | 1,495 | 0.00 | 292 | 2.82 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3,820 | -51.39 | 728 | -51.43 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 6,794 | -7.54 | 1,328 | -5.21 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 38,447 | 6.19 | 7,513 | 15.07 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 1,851 | 0.38 | 362 | 2.85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 62,293 | 7.21 | 12,173 | 9.93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,112,628 | -0.57 | 217 | 1.88 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7,178 | 1.23 | 1,403 | 3.77 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 9,801 | 570.84 | 1,915 | 588.85 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4,043 | -0.83 | 790 | 1.80 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 75 | 0.00 | 15 | 0.00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8,959 | 46.46 | 1,751 | 50.21 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1,647 | -3.85 | 322 | -1.53 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 14,416 | 28.84 | 2,832 | 38.71 | ||||
| 2025-04-04 | 13F | Three Seasons Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 729 | 0.00 | 142 | 2.90 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 607 | 0.00 | 119 | 2.61 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4,526 | 297.02 | 884 | 307.37 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 638 | -4.49 | 121 | -8.40 | ||||
| 2025-07-17 | 13F | City Holding Co | 1,434 | 0.00 | 280 | 2.56 | ||||
| 2025-08-12 | 13F | Close Asset Management Ltd | 6,958 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1,934 | -22.76 | 378 | -20.96 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 3,191 | -21.25 | 624 | -19.30 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 113,093 | -1.93 | 22,101 | 0.56 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,362,479 | 4.67 | 461,676 | 7.33 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 96,768 | -1.68 | 18,910 | 0.82 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 6,733 | 266.92 | 1,316 | 276.79 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1,980 | -36.90 | 387 | -35.45 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,096 | 0.34 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 2,280 | 3.59 | 446 | 6.21 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 112,864 | 1.12 | 22,056 | 3.69 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 1,199 | -8.89 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 12,252 | 59.28 | 2,394 | 63.41 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 6,600 | 1,290 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 11,569 | -1.29 | 2,106 | -3.84 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 1,240 | 0.00 | 242 | 2.54 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1,210 | -26.17 | 231 | -26.28 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 185 | -17.78 | 36 | -14.29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 128,592 | 4.84 | 25,129 | 7.50 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8,373 | -1.79 | 1,636 | 0.74 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 25,710 | -2.54 | 5,025 | -0.06 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 167,380 | 3.21 | 32,709 | 5.84 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 966 | -17.37 | 189 | -15.32 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 71,122 | 10.01 | 13,899 | 12.81 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 29,326 | 11.20 | 5,731 | 14.03 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3,797 | -2.54 | 749 | 6.25 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 352 | -32.44 | 69 | -30.30 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 1,297 | 0.00 | 253 | 2.43 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1,387 | -4.08 | 271 | -1.45 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 375 | 0.00 | 73 | 2.82 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 2,294 | 0.00 | 448 | 2.52 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 20,559 | 15.96 | 4,018 | 18.92 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 1,176 | -4.23 | 230 | -2.14 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 1,502 | 0.00 | 294 | 2.45 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 26,903 | -3.17 | 5,257 | -0.72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,341 | 5.98 | 1,630 | 8.67 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 2,552 | -0.20 | 499 | 2.26 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 2,033 | 1.45 | 402 | 10.44 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 2,060 | -11.05 | 403 | -8.84 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 3,114 | 0.00 | 609 | 2.53 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2,190 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 347 | -30.18 | 68 | -28.72 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4,438 | -2.20 | 867 | 0.35 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 61,403 | -0.63 | 12,000 | 1.89 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 614 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3,674 | 2.37 | 718 | 4.98 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 7,673 | 31.48 | 1,499 | 34.80 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 180,996 | -1.24 | 35,370 | 1.27 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 55,339 | -74.79 | 10,746 | -74.31 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 1,102 | -0.72 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1,693 | 0.00 | 331 | 2.48 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 3,314 | -15.72 | 648 | -13.62 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 14 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | Put | 1,200 | -55.56 | 235 | -54.47 | |||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8,195 | 52.13 | 1,611 | 57.02 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,911,905 | 13.40 | 1,546,144 | 16.28 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 112,496 | 5.12 | 21,984 | 7.79 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 56,215 | 8.94 | 10,986 | 11.70 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 288,124 | -3.54 | 56,305 | -1.09 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 1,275 | 0.00 | 249 | 2.89 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2,041 | 399 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 179,293 | 0.00 | 199 | 0.00 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 1,084 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 8,943 | 0.00 | 1,748 | 2.52 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 25,291 | 3.23 | 4,942 | 5.85 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 11,352 | 0.30 | 2,219 | 2.83 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 12,044 | 0.00 | 2,354 | 2.53 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,274 | -7.68 | 249 | -5.32 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 165,169 | 20.56 | 32,277 | 23.62 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3,136 | 172.70 | 618 | 191.04 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 57,267 | 19.40 | 11,191 | 22.44 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 5,402 | 0.00 | 1,056 | 2.53 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,340 | 0.00 | 262 | 2.35 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 657 | -3.95 | 128 | -1.54 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 1,068 | 209 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3,164 | 2.53 | 618 | 5.10 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2,603 | -1.85 | 509 | 0.59 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1,420 | -0.70 | 277 | 1.84 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 5,581 | 0.00 | 1,091 | 2.54 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 21,748 | -1.28 | 4,250 | 1.24 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 1,200 | -36.88 | 235 | -35.36 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3,871 | 756 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 30,284 | -5.11 | 5,918 | -2.70 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 36,582 | 0.81 | 7,149 | 3.37 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,491 | -6.40 | 291 | -3.96 | ||||
| 2025-04-16 | 13F | Quintet Private Bank (Europe) S.A. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 259 | 0.00 | 51 | 2.04 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10,268 | 15.53 | 2,007 | 18.49 | ||||
| 2025-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 10,854 | 8.67 | 1,968 | 3.20 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16,621 | -67.24 | 3,248 | -66.40 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 1,059 | 207 | ||||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 1,796 | 0.00 | 351 | 2.34 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 4,622 | -8.98 | 903 | -6.62 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,171 | -1.01 | 1,010 | 1.51 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 17 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 3,494 | -2.24 | 683 | 0.15 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 30,477 | 12.40 | 5,956 | 15.25 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22,415 | -4.33 | 4,487 | 3.84 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 2,600 | 0.00 | 508 | 2.63 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 292 | 0.00 | 57 | 3.64 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 26,507 | 1.50 | 5,180 | 4.06 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 5,569 | 4.00 | 1,088 | 6.67 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 13,102 | -5.21 | 2,585 | 3.40 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 131,376 | 7.21 | 25,673 | 9.93 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 2,000 | 0.00 | 391 | 2.36 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 200 | 0.00 | 39 | 2.63 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 358,694 | 2.01 | 70,096 | 4.59 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 11,009 | -8.81 | 2,151 | -6.48 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 11,235 | 25.06 | 2,196 | 28.21 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 11,945 | -3.49 | 2,334 | -1.02 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1,176 | 0.00 | 235 | 11.37 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,303 | -2.10 | 255 | 0.00 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 30,916 | 0.40 | 6,042 | 2.95 | ||||
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 8,204 | 0.00 | 1,603 | 2.56 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 1,730 | 6.46 | 338 | 9.39 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 1,567 | -1.82 | 306 | 0.66 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1,470 | -17.28 | 287 | -15.09 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 5,982 | 0.00 | 1,169 | 2.54 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 41,606 | -5.20 | 8,130 | -2.80 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 1,054 | 0.00 | 206 | 2.50 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 1,189 | 0.00 | 232 | 2.65 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5,062 | -23.41 | 990 | -21.45 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 24,616 | 18.81 | 4,811 | 21.83 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5,688 | -12.25 | 1,112 | -10.04 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2,928 | 0.00 | 572 | 2.69 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 383 | 275.49 | 75 | 289.47 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 19,813 | 21.47 | 3,872 | 24.55 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,241 | 81.96 | 243 | 87.60 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4,548 | 14.01 | 889 | 16.84 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 4,619 | 19.94 | 903 | 23.06 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 12,914 | -35.94 | 2,548 | -33.71 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1,215 | -8.72 | 237 | -6.32 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,131 | 28.84 | 416 | 32.06 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 23,029 | 0.11 | 4,500 | 2.67 | ||||
| 2025-07-16 | 13F | American National Bank | 364 | -28.35 | 71 | -26.04 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11,015 | 2.27 | 2,153 | 4.87 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 5,191 | 0.33 | 1 | |||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 1,943 | 0.00 | 370 | 0.00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 264 | 0.00 | 52 | 2.00 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 21,913 | -2.34 | 4,282 | 0.16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 272,484 | -3.33 | 53,249 | -0.87 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 12,929 | -1.00 | 2,527 | 1.53 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 5,052 | -52.17 | 987 | -50.97 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 1,096 | 214 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 11,452 | 2.61 | 2,238 | 5.22 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 66,837 | -0.04 | 13,188 | 12.46 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 86 | 0.00 | 17 | 0.00 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1,844 | 0.22 | 360 | 2.86 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 2,809 | 0.43 | 549 | 3.01 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 856 | 0.00 | 167 | 2.45 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 1,573 | 0.00 | 307 | 2.68 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 10,970 | 80.22 | 2,144 | 84.74 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 1,414 | 0.00 | 276 | 2.60 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 2,955 | 11.17 | 577 | 14.03 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 2,464 | 0.00 | 481 | 2.56 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 2,145 | -4.37 | 423 | -1.17 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10,363 | -5.53 | 2,025 | -3.11 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 302 | 0.00 | 59 | 3.51 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,344 | 263 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 206 | -38.14 | 40 | -36.51 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2,571 | 0.63 | 502 | 9.61 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5,529 | -0.61 | 1,080 | 1.89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 52,134 | -1.00 | 10,188 | 1.51 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14,653 | -0.61 | 2,864 | 1.74 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5,209 | 0.00 | 1,018 | 2.52 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 2,400 | 0.00 | 469 | 2.63 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 5 | 0.00 | 1 | |||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 400 | -99.52 | 78 | -99.51 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2,034 | 0.00 | 397 | 2.58 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 6,732 | 99.53 | 1,350 | 124.63 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 1,460 | 0.00 | 285 | 2.52 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 7,064 | -2.13 | 1,380 | 0.36 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 7,439 | 0.00 | 1,454 | 2.54 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 2,170 | -60.34 | 424 | -59.31 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 4,593 | 5.85 | 898 | 8.60 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 297,095 | -0.17 | 58,058 | 2.36 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1,857 | -12.49 | 363 | -4.74 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 450 | 0.00 | 88 | 2.35 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 547 | 0.00 | 107 | 1.92 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,198 | 0.00 | 234 | 2.63 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Members Wealth Llc | 4,917 | -13.23 | 937 | -15.43 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 20,330 | -0.10 | 3,973 | 2.42 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1,977 | -14.19 | 386 | -12.07 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 427 | 56.41 | 83 | 59.62 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 113 | -62.46 | 22 | -63.16 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Argent Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 299,730 | -3.22 | 58,573 | -0.76 | ||||
| 2025-07-24 | 13F | Conning Inc. | 6,272 | 0.00 | 1,226 | 2.51 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 13,523 | 9.94 | 2,643 | 12.71 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 1,145 | 0.00 | 224 | 2.29 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 15 | 0.00 | 3 | 0.00 | ||||
| 2025-04-11 | 13F | Perkins Coie Trust Co | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 2,672 | 0.00 | 522 | 2.55 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 13,010 | 61.17 | 3 | 100.00 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2,005 | -1.23 | 392 | 1.30 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 141,750 | 15.48 | 27,701 | 18.41 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4,728 | 924 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,638,052 | -2.32 | 320,108 | 0.16 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 129,631 | -0.62 | 25,333 | 1.90 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 2,907 | 5.33 | 568 | 7.98 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 4,000 | 0.00 | 782 | 2.49 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 49,321 | -6.04 | 9,638 | -3.65 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6,633 | 34.84 | 1,296 | 38.31 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 18,579 | 12.16 | 3,695 | 17.08 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 33,465 | -8.55 | 6,540 | -6.22 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 14,342 | 0.06 | 2,803 | 2.60 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 4,066 | 0.00 | 795 | 2.58 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1,350 | -1.32 | 264 | 1.15 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2,375 | 11.35 | 464 | 14.00 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2,261 | 0.13 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 19,142 | -1.43 | 3,741 | 1.05 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 9,887 | -1.37 | 1,932 | 1.15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 119,952 | 58.86 | 23,458 | 64.55 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5,159 | 0.17 | 1,024 | 4.28 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 99,934 | 7.51 | 19,529 | 10.23 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 2,225 | 5.55 | 435 | 8.23 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 214 | 0.00 | 42 | 2.50 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 205 | 0.00 | 40 | 0.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6,626 | -0.93 | 1,295 | 1.57 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 144,401 | -5.20 | 28,219 | -2.79 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 135,640 | 2.16 | 26,507 | 4.76 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 246 | 0.00 | 48 | 4.35 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 450 | -16.36 | 88 | -14.71 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,140 | 7.49 | 1,982 | 10.24 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 6,100 | -88.60 | 1,192 | -88.31 | ||||
| 2025-05-09 | 13F | Horizon Family Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 65,578 | 53.33 | 13,094 | 68.38 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 1,110 | 0.00 | 217 | 2.37 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 193 | 38 | ||||||
| 2025-07-21 | 13F | Seros Financial, LLC | 48,803 | 4.35 | 9,537 | 7.00 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 9,480 | 7.09 | 1,853 | 9.78 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 29,776 | 1.57 | 5,819 | 4.15 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 4,924 | 9.54 | 962 | 12.38 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2,415 | -7.89 | 472 | -5.61 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 417 | 0.00 | 81 | 2.53 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 30,803 | -0.38 | 6,020 | 2.14 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 929 | 98.08 | 182 | 103.37 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 8,737 | 3.31 | 1,707 | 5.96 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 5,544 | -2.26 | 1,083 | 0.28 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 2,134 | -10.19 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7,276 | 3.79 | 1,439 | 15.21 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2,319 | -2.60 | 453 | 0.00 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 70,865 | -62.66 | 13,848 | -61.71 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 3,453 | 675 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 1,171 | -0.68 | 229 | 1.79 | ||||
| 2025-04-01 | 13F | Trust Co of the South | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 12,587 | 0.87 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 17,519 | 0.55 | 3,424 | 3.10 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 19,582 | 55.65 | 3,827 | 59.35 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 3,376 | 0.75 | 660 | 3.29 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 48,048 | 6.41 | 9,390 | 9.11 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 7,935 | 4.92 | 1,551 | 7.56 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,093 | 0.09 | 214 | 2.40 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 2,985 | 583 | ||||||
| 2025-04-22 | 13F | Coho Partners, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 176 | 0.00 | 34 | 3.03 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 1,299 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 120 | 471.43 | 23 | 475.00 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 2,714 | 22.81 | 530 | 25.89 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 88,528 | 1.49 | 17,300 | 4.07 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 15,016 | -3.84 | 2,934 | -1.41 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 114,596 | 3.02 | 22,394 | 5.63 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 5,037 | 375.19 | 984 | 387.13 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 13,372 | 23.07 | 2,613 | 26.23 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 2,225 | 0.41 | 435 | 2.84 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 7,284 | 0.00 | 1,423 | 2.52 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 1,965 | 0.00 | 384 | 2.67 | ||||
| 2025-08-05 | 13F | Allstate Corp | 14,138 | -29.79 | 2,763 | -28.02 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 127,528 | 10.55 | 25 | 14.29 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2,094 | 28.23 | 409 | 31.51 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 9 | 0.00 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 280 | 55 | ||||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 8,923 | -0.06 | 1,744 | 2.47 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5,362 | 20.98 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 93,114 | -26.78 | 18,196 | -24.83 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 198,115 | -1.63 | 38,716 | 0.87 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 3,230 | -0.12 | 631 | 2.44 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 7,681 | 1.52 | 1,501 | 4.09 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 4,731 | 0.02 | 945 | 4.88 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4,306 | 2.13 | 821 | 1.99 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 10,479 | 0.60 | 2,048 | 3.12 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 6,163 | 0.00 | 1,204 | 2.56 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 15,994 | -2.03 | 3,126 | 0.45 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 32,770 | -0.03 | 6,485 | 11.14 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 105,938 | -0.63 | 20,702 | 1.90 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 9,814 | -2.91 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 626,003 | -1.27 | 122,334 | 1.24 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5,526 | -8.30 | 1,080 | -6.01 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 250,958 | -0.51 | 49,042 | 2.02 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 243,662 | 5.49 | 47,616 | 8.17 | ||||
| 2025-08-12 | 13F | Bank OZK | 1,893 | -26.83 | 370 | -25.15 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 1,304 | -28.82 | 255 | -27.22 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3,092 | -13.32 | 604 | -11.05 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 11,238 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4,100 | 801 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 13,183 | -6.40 | 2,576 | -4.02 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16,193 | 6.22 | 3,164 | 8.92 | ||||
| 2025-06-27 | 13F | Copley Financial Group, Inc. | 185 | 0.00 | 35 | 0.00 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 24,944 | 0.00 | 4,875 | 2.55 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10,174 | -89.83 | 1,994 | -89.44 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4,508 | -6.14 | 881 | -3.83 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 1,599 | -1.60 | 312 | 0.97 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,415 | 0.00 | 277 | 2.60 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 3,005 | 1.69 | 587 | 4.26 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 12,671 | -5.23 | 2,476 | -2.83 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2,264 | 39.32 | 431 | 39.03 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 7,494 | 2.66 | 1,464 | 5.25 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 152,352 | 15.63 | 29,773 | 18.57 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 128,796 | 15.17 | 25,169 | 18.10 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 1,720 | 0.00 | 336 | 2.75 | ||||
| 2025-08-14 | 13F | Acas, Llc | 21,554 | -1.87 | 4,359 | 7.90 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 4,889 | -7.88 | 955 | -5.54 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,983 | 268.80 | 778 | 279.51 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 39,071 | 13.98 | 7,635 | 16.87 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 1,752 | 0.00 | 342 | 2.70 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 6,323 | 0.99 | 1,236 | 3.52 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 6 | 0.00 | 1 | 0.00 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 2,108 | 0.29 | 412 | 14.48 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 27,213 | -0.59 | 5,314 | 1.84 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 1,477 | 5.73 | 289 | 8.27 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 14,092 | 13.93 | 2,754 | 16.80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 349,692 | -13.79 | 68,337 | -11.60 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 1,334 | 0.00 | 261 | 2.36 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 184,563 | 1.65 | 36,067 | 4.23 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 216 | 42 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 2,689 | 0.00 | 525 | 2.54 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 20,422 | 22.81 | 3,991 | 25.91 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6,511 | 4.19 | 1,272 | 6.89 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 2,047 | 400 | ||||||
| 2025-08-15 | 13F | United Services Automobile Association | 133 | 26 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 5,378 | 8.30 | 1,051 | 11.10 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3,788 | 26.10 | 740 | 29.37 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 52,027 | -0.73 | 10,167 | 1.79 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 1,227 | 0.00 | 240 | 2.58 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 1,168 | -1.85 | 228 | 0.88 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 10,894 | 1.10 | 2,129 | 3.65 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 2,531 | 4.54 | 495 | 7.16 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16,803 | -3.31 | 3,284 | -0.85 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 44,413 | -7.35 | 8,679 | -4.99 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,104 | -0.57 | 411 | 1.99 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 560 | 109 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 12 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 35,538 | 9.29 | 6,945 | 12.07 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 1,091 | 0.00 | 213 | 2.90 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7,232 | 22.99 | 1,413 | 26.16 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 6,277 | 0.00 | 1,227 | 2.51 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 18,117 | 4.28 | 3,540 | 6.92 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,551 | 14.17 | 1,085 | 17.06 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,810 | 0.78 | 940 | 3.30 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 512 | 0.00 | 100 | 3.09 | ||||
| 2025-08-14 | 13F | Fmr Llc | 826,416 | -0.47 | 161,498 | 2.06 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 592,200 | 22.77 | 115,728 | 25.89 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 519,868 | 5.22 | 101,593 | 7.90 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 91,654 | -0.08 | 17,911 | 2.45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 137,931 | 2.77 | 26,955 | 5.38 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 10,073 | -5.52 | 1,968 | -3.10 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 4,382 | 4.31 | 856 | 7.00 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 2,800 | 0.00 | 547 | 2.63 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 50 | 0.00 | 10 | 0.00 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 5,866 | -2.17 | 1,118 | -2.36 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 8,212 | 0.00 | 1,605 | 2.49 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 6,272 | 0.00 | 1,226 | 2.51 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 8,127 | 0.00 | 1,588 | 2.58 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 57 | -57.78 | 11 | -56.00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15,328 | 0.66 | 2,995 | 3.24 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 14,261 | -3.41 | 2,787 | -0.96 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 16,524 | -6.94 | 3,229 | -4.58 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 91,745 | 7.71 | 17,929 | 10.45 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 27,018 | 12.21 | 5,280 | 15.06 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 4,163 | 5.58 | 814 | 8.26 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 3,453 | 0.73 | 675 | 3.22 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2,555 | 0.39 | 499 | 2.89 | ||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Rogco, Lp | 18,926 | 0.00 | 3,699 | 2.55 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 61,114 | 12.02 | 11,943 | 14.87 | ||||
| 2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Obsidian Personal Planning Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 70,068 | 0.71 | 13,693 | 3.27 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2,360 | 34.47 | 450 | 40.75 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 5,363 | -3.66 | 1,048 | -1.23 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 75,674 | 1.63 | 14,788 | 4.21 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 2,045 | -18.43 | 400 | -16.35 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 906 | 0.44 | 177 | 2.92 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 7,498 | -0.74 | 1,465 | 1.81 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 61,662 | -22.34 | 12,050 | -20.37 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 376 | 0.00 | 73 | 2.82 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 8,448 | 98.78 | 1,651 | 103.83 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 367 | 326.74 | 0 | |||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 3,928 | 0.00 | 768 | 2.54 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 616 | 363.16 | 120 | 380.00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 48,595 | 2.68 | 9,496 | 5.29 | ||||
| 2025-05-01 | 13F | Mathes Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 2,949 | 0.27 | 576 | 2.86 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2,320 | 0.00 | 453 | 2.49 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,791 | -6.86 | 741 | -4.52 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 1,710 | 0.00 | 334 | 2.77 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 21,069 | 2.02 | 4,117 | 4.63 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 107,850 | 69.25 | 20,554 | 68.98 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,239 | 4.23 | 828 | 6.84 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 13,740 | 70.66 | 2,685 | 75.03 | ||||
| 2025-04-29 | 13F | Sharp Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 3,904 | 0.28 | 763 | 2.83 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 7,075 | 22.26 | 1,383 | 25.41 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 674 | -63.61 | 132 | -62.78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,396,052 | 19.91 | 273 | 23.08 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 1,618 | 0.12 | 316 | 2.93 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 2,080 | 0.00 | 406 | 2.53 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 2,556 | 10.65 | 499 | 13.41 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,175 | 0.00 | 230 | 2.69 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,215,465 | 19,441.24 | 6 | -99.49 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1,352 | 0.00 | 264 | 2.72 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 23,051 | 0.01 | 4,505 | 2.55 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 10,982 | 0.32 | 2,146 | 2.88 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1,353 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 17,434 | 38.07 | 3,407 | 41.60 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 80 | 16 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 9,437 | 2.08 | 1,844 | 4.71 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2,579 | 504 | ||||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 8,464 | 1.27 | 1,654 | 3.89 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,263 | 44.23 | 442 | 48.32 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16,915 | 10.56 | 3,356 | 15.13 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 1,206 | -2.58 | 236 | 0.00 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 7,393 | 46.28 | 1,445 | 49.95 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 1,274 | -35.66 | 249 | -34.22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 14,135,647 | 2.29 | 2,762,389 | 4.88 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 5,349 | 31.65 | 1,045 | 35.01 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 142,946 | 47.41 | 26,221 | 37.83 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 1,045 | 204 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12,674 | -0.28 | 2,477 | 2.23 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 1,537 | 0.00 | 300 | 2.74 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 11,305 | 0.07 | 2,209 | 2.65 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 11,598 | 37.81 | 2,226 | 38.72 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 15,072 | -0.05 | 2,945 | 2.51 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2,404 | -14.57 | 470 | -12.50 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 1,877 | 0.00 | 367 | 2.52 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 7,635 | -51.60 | 1,492 | -50.37 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 85,872 | -35.38 | 16,781 | -33.74 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 73,986 | -0.84 | 14,458 | 1.67 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 7,711 | -1.39 | 1,507 | 1.07 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 80 | 0.00 | 16 | 0.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 104,676 | 1.12 | 20,456 | 3.69 | ||||
| 2025-07-15 | 13F | Permanent Capital Management, LP | 1,541 | 301 | ||||||
| 2025-07-18 | 13F | Swp Financial Llc | 12,542 | -2.09 | 2,451 | 0.41 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 200 | 0.00 | 39 | 2.63 | ||||
| 2025-08-08 | 13F | King Wealth | 6,550 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Michelson Medical Research Foundation, Inc. | 51,905 | 0.00 | 10,143 | 2.54 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 42,001 | -25.27 | 8,208 | -23.37 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 4,090 | 170.68 | 799 | 178.40 | ||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 4,114 | -3.99 | 784 | -4.04 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 9,456 | -0.55 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 10,100 | -1.13 | 1,974 | 1.39 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 1,431 | -5.79 | 280 | -3.46 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5,990 | -37.85 | 1,171 | -36.27 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 5,784 | 5.41 | 1,130 | 8.13 | ||||
| 2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 15,246 | 0.41 | 2,979 | 2.97 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5,274 | -0.15 | 1,031 | 2.39 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2,373 | -12.82 | 464 | -10.62 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 65,357 | -3.95 | 12,772 | -1.50 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 1,828 | 13.61 | 357 | 16.67 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 3,580 | 37.53 | 700 | 40.93 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 10,962 | 2,142 | ||||||
| 2025-07-23 | 13F | Lansing Street Advisors | 45,640 | 5.06 | 8,919 | 7.73 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 59,354 | -1.49 | 11,599 | 1.02 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 271 | 0.00 | 53 | 1.96 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 4,406 | -16.96 | 861 | -14.84 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6,614 | -94.01 | 4,571 | -78.29 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 23,497 | -0.86 | 4,592 | 1.66 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 7,074 | 4.04 | 1,382 | 6.72 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 37,011 | -0.15 | 7,233 | 2.38 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 24,462 | -56.71 | 4,780 | -55.61 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 6,435 | 6.58 | 1,257 | 9.30 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 1,887 | -0.53 | 369 | 1.94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 612,975 | 12.46 | 119,787 | 15.31 | ||||
| 2025-05-06 | 13F | Dorsey Wright & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,091 | 2.07 | 1,777 | 4.66 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 4,083 | -3.43 | 798 | -0.99 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 24 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 32,138 | 0.26 | 6,280 | 2.82 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1,867,100 | 3.38 | 365 | 5.81 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 1,719 | 0.00 | 336 | 2.45 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 3,738 | -27.38 | 730 | -25.51 | ||||
| 2025-04-11 | 13F | DKM Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 5,598 | -0.94 | 1,094 | 1.58 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 12,771 | -2.67 | 2,496 | -0.20 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 58 | 0.00 | 11 | 0.00 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 268,401 | -0.50 | 52,451 | 2.03 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 197,547 | -3.22 | 38,838 | -0.03 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 4,631 | 4.42 | 905 | 7.10 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 6,786 | -11.94 | 1,326 | -9.67 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 1,428 | 0.00 | 279 | 2.57 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 1,369 | 0.29 | 267 | 2.69 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2,782 | -1.31 | 544 | 1.12 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 3,418 | 0.00 | 668 | 2.46 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 2,019 | 0.45 | 404 | 12.85 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 212 | 0.00 | 41 | 2.50 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1,215 | 0.00 | 237 | 2.60 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 13,334 | 7.10 | 2,606 | 9.82 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 1,857 | 0.00 | 363 | 2.55 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 19,273 | 392.54 | 3,766 | 405.50 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4,657 | 113.14 | 910 | 118.75 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 284,590 | 30.17 | 55,615 | 33.47 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 8,244 | -9.53 | 1,611 | -7.20 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 35 | 7 | ||||||
| 2025-04-24 | 13F | Westend Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 237,561 | -18.62 | 46,424 | -16.55 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 220,477 | 721.51 | 43,086 | 742.49 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 419,881 | -2.18 | 82 | 1.23 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 38,801 | -0.08 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 144,849 | 13.69 | 28,546 | 18.11 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 2,611 | -0.11 | 510 | 2.41 | ||||
| 2025-07-10 | 13F | Security National Bank | 569 | 0.00 | 111 | 2.78 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 31,191 | 36.51 | 6,095 | 39.99 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 688,175 | 4.25 | 134,483 | 6.90 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 3,167 | 0.00 | 619 | 2.49 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 638 | 0.00 | 125 | 2.48 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1,775 | 1,343.09 | 347 | 1,404.35 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 4,472 | 0.00 | 874 | 2.46 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16,405 | -6.87 | 3,206 | -4.53 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 8,309 | 0.01 | 1,624 | 2.53 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 8,968 | 1,753 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 15,725 | 3,073 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 22,488 | 32.87 | 4,395 | 36.25 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 88,782 | 25.28 | 17,350 | 28.46 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, 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 | 202,639 | 5.09 | 39,600 | 7.76 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 345 | 0.00 | 67 | 3.08 | ||||
| 2025-06-03 | 13F | Invst, LLC | 53,178 | -16.67 | 10,135 | -16.80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 20,983,503 | 12.55 | 4,100,596 | 15.41 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 72,635 | -0.46 | 14,194 | 2.07 | ||||
| 2025-04-30 | 13F | Brick & Kyle, Associates | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1,740 | -4.24 | 340 | -1.73 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 1,215 | 0.41 | 237 | 3.04 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 8,195 | -1.01 | 1,601 | 1.52 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 225 | 0.00 | 44 | 2.38 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 9,301 | 0.00 | 1,818 | 2.54 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 4,076 | 151.60 | 797 | 158.44 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 4,993 | 0.18 | 976 | 2.74 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 2,849 | 30.45 | 557 | 33.65 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6,494 | 0.29 | 1,269 | 2.84 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 14,378 | -0.49 | 2,810 | 2.03 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 16,518 | 0.47 | 3,228 | 3.00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 771,617 | 6.65 | 150,789 | 9.36 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 672 | 0.00 | 131 | 2.34 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2,714 | 48.06 | 530 | 51.86 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 329,320 | 4.56 | 64,356 | 7.21 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 | 96,752 | 20.94 | 17,747 | 13.09 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,589 | 506 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 18,991 | 0.00 | 3,711 | 2.54 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 112,996 | 7.79 | 22,082 | 10.52 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 21,138 | 195.02 | 4,131 | 202.56 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1,715,649 | 1.58 | 335,272 | 4.16 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 17,899 | -1.12 | 3,498 | 1.39 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 36,752 | -0.03 | 7,182 | 2.51 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 87,972 | -2.62 | 17,191 | -0.15 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 74 | 0.00 | 15 | 0.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 20,113 | 0.29 | 3,930 | 2.85 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 305,852 | 5.45 | 59,769 | 8.13 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 94,595 | -4.71 | 18,486 | -2.29 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5,655 | 51.81 | 1,105 | 55.85 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 2,128 | -30.95 | 416 | -29.30 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 52,615 | 13.95 | 10,282 | 16.85 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,641 | -43.82 | 321 | -42.45 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2,486 | 19.81 | 486 | 22.78 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 17,924 | 4.63 | 3,497 | 7.14 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 9,523 | 8.83 | 1,861 | 11.58 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 24,025 | 9.44 | 4,732 | 13.12 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 2,136 | 0.52 | 417 | 2.96 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 160,365 | 5.91 | 31,338 | 8.60 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 16,265 | -1.71 | 3,179 | 0.79 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 5,802 | 1.38 | 1,128 | 4.35 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1,980 | 0.00 | 387 | 2.39 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 1,484 | -0.47 | 290 | 2.11 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 128,661 | 0.85 | 25,143 | 3.41 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 1,155 | 220 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 29,744 | 4.01 | 5,813 | 6.64 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | University Of Texas/texas Am Investment Managment Co | 20 | 0.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 13,521 | 18.82 | 2,642 | 21.86 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 49,770 | -0.37 | 9,726 | 2.16 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 3,447 | 19.56 | 674 | 22.59 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 1,234 | -17.90 | 241 | -15.73 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 26,331 | -6.62 | 5,146 | -4.24 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 97,933 | -0.61 | 19,138 | 1.92 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 51,715 | 4.26 | 10,106 | 6.92 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 317 | 0.00 | 62 | 1.67 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 20,376 | -13.96 | 3,982 | -11.79 | ||||
| 2025-05-15 | 13F | Marathon Partners Equity Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 5,900 | -0.32 | 1,153 | 2.13 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 80,206 | 21.82 | 15,286 | 21.63 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8,499 | 2.71 | 1,661 | 5.26 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 6,265 | -13.30 | 1,224 | -11.11 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6,222 | 12.27 | 1,216 | 15.04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 100,448 | 24.66 | 19,630 | 27.83 | ||||
| 2025-08-12 | 13F | Bokf, Na | 100,117 | -19.22 | 19,565 | -17.17 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 5,295 | 0.91 | 1,035 | 3.40 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1,806 | 1.18 | 353 | 3.53 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 2,253 | 276.13 | 429 | 276.32 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 1,517 | 0.00 | 296 | 2.42 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 2,585 | -23.61 | 505 | -21.58 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1,318 | 0.00 | 258 | 2.39 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 4,875 | 1.86 | 953 | 4.39 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 9,289 | -15.55 | 1,815 | -13.41 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 9,446 | -0.43 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 254,330 | 6.68 | 49,701 | 9.39 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1,798 | -1.80 | 351 | 0.86 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 144 | 0.00 | 28 | 3.70 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 58,843 | -4.54 | 11,499 | -2.12 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 1,116 | -3.21 | 218 | -0.46 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 97,349 | 0.00 | 18,553 | 0.00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 3,883 | -10.84 | 759 | -8.67 |
