Mga Batayang Estadistika
Pemilik Institusional | 1909 total, 1900 long only, 6 short only, 3 long/short - change of 1.70% MRQ |
Alokasi Portofolio Rata-rata | 0.8690 % - change of -3.86% MRQ |
Saham Institusional (Jangka Panjang) | 405,742,455 (ex 13D/G) - change of -10.30MM shares -2.48% MRQ |
Nilai Institusional (Jangka Panjang) | $ 41,958,663 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares S&P 500 Growth ETF (US:IVW) memiliki 1909 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 405,905,486 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 Goldman Sachs Group Inc .
Struktur kepemilikan institusional iShares Trust - iShares S&P 500 Growth ETF (ARCA:IVW) 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 115.99 / share. Previously, on September 9, 2024, the share price was 89.25 / share. This represents an increase of 29.96% 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
.
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. | 96,274 | -21.45 | 10,600 | -6.85 | ||||
2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3,173 | 0.09 | 349 | 18.71 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 275,590 | 0.41 | 30,342 | 19.10 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 21,142 | 0.00 | 2,328 | 18.60 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Keystone Financial Group | 3,562 | -3.70 | 392 | 14.29 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 3,234 | 0.00 | 356 | 18.67 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 21,447 | -0.07 | 2,361 | 18.52 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 66,465 | -1.57 | 7,318 | 16.74 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 35,778 | -1.87 | 3,939 | 16.40 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 32,656 | -22.03 | 3,783 | -4.62 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 11,522 | -17.55 | 1,322 | -2.58 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 94,664 | 2.17 | 10,422 | 21.17 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3,725 | 0.00 | 410 | 18.84 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 21,474 | -3.15 | 2,364 | 14.87 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4,527 | 0.00 | 517 | 29.57 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 14,018 | -0.21 | 1,543 | 18.42 | ||||
2025-08-15 | 13F | Truefg, Llc | 4,437 | 0.02 | 488 | 18.73 | ||||
2025-07-23 | 13F | Financial Life Advisors | 389,746 | -0.92 | 42,911 | 17.51 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 16,453 | 0.00 | 1,811 | 18.60 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9,632 | -11.11 | 1 | 0.00 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 11,434 | -4.75 | 1,275 | 14.45 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 2,995 | 7.31 | 330 | 27.03 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 6,826 | -5.57 | 752 | 11.92 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 279,731 | 0.09 | 30,798 | 18.71 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 40,860 | 0.00 | 4,499 | 18.59 | ||||
2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 23,334 | 2,390 | ||||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 250,770 | 2.84 | 27,610 | 22.02 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 757 | 0.13 | 83 | 18.57 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 16,573 | -2.46 | 1,825 | 15.66 | ||||
2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 7,051 | 0.00 | 776 | 18.65 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 232,067 | -3.27 | 25,551 | 14.72 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 6,541 | 0.00 | 720 | 18.62 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 14,166 | 0.25 | 1,560 | 18.92 | ||||
2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 95,473 | 13.55 | 10,512 | 34.69 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1,626,586 | -5.70 | 179,087 | 11.84 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 7,347 | 10.35 | 809 | 30.74 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 3,264 | 0.00 | 359 | 18.87 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 17,119 | 0.00 | 1,885 | 18.57 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 30,150 | 15.16 | 3,320 | 36.58 | ||||
2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 45,330 | -0.17 | 4,991 | 18.39 | ||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 139,624 | -2.83 | 15,373 | 15.24 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 42,733 | 82.42 | 4,705 | 116.38 | ||||
2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 2,950 | 0.00 | 325 | 18.68 | ||||
2025-07-24 | 13F | M. Kraus & Co | 3,000 | -3.23 | 330 | 14.98 | ||||
2025-08-07 | 13F | Northwest Bancshares, Inc. | 25,249 | -0.43 | 2,780 | 18.05 | ||||
2025-07-30 | 13F | Klingenstein Fields & Co Lp | 3,120 | 0.00 | 344 | 18.69 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 2,346 | 0.00 | 258 | 18.89 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 55,010 | 0.00 | 6,057 | 18.61 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 12,404 | 0.00 | 1,366 | 18.59 | ||||
2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 101,483 | -1.29 | 11,173 | 17.07 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 539 | -82.05 | 59 | -78.78 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 5,716 | 0.05 | 629 | 18.68 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 8,846 | -0.84 | 974 | 17.51 | ||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 2,039 | -86.04 | 224 | -83.48 | ||||
2025-07-29 | 13F | Hoese & Co LLP | 1,032 | 0.00 | 114 | 18.95 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 9,136 | 16.35 | 1,006 | 38.05 | ||||
2025-08-12 | 13F | Change Path, LLC | 468,852 | -4.48 | 51,621 | 13.29 | ||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 2,656 | 292 | ||||||
2025-08-13 | 13F | Cambria Investment Management, L.P. | 2,827 | 311 | ||||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1,958 | 216 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8,974 | -2.29 | 977 | 14.15 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 7,839 | 0.00 | 863 | 18.71 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 6,274 | -2.53 | 691 | 15.58 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1,992 | 219 | ||||||
2025-04-28 | 13F | Principal Financial Group Inc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 14,096 | -2.25 | 1,552 | 15.92 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 457 | 50 | ||||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 28,724 | -6.30 | 3,152 | 10.76 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 2,041 | 225 | ||||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6,256 | 0.00 | 689 | 18.62 | ||||
2025-07-02 | 13F | Dentgroup LLC | 23,888 | -7.66 | 2,630 | 9.54 | ||||
2025-07-14 | 13F | Crew Capital Management, Ltd. | 2,391 | -8.29 | 263 | 8.68 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 764 | -4.98 | 0 | |||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 1,991 | 219 | ||||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Axim Planning & Wealth | 5,786 | 637 | ||||||
2025-08-12 | 13F | Heritage Trust Co | 37,741 | 1.07 | 4,155 | 19.88 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 112,123 | 0.00 | 12,345 | 8.44 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | West Branch Capital LLC | 1,084 | -13.14 | 119 | 3.48 | ||||
2025-07-24 | 13F | Krs Capital Management, Llc | 5,222 | 0.00 | 575 | 18.60 | ||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 9,641 | -70.11 | 895 | -72.69 | ||||
2025-07-22 | 13F | Ellenbecker Investment Group | 2,347 | -36.77 | 258 | -25.00 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 1,137,915 | 0.63 | 125,284 | 19.35 | ||||
2025-07-18 | 13F | Ewa, Llc | 265,975 | -22.96 | 29,284 | -8.62 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 17,222 | -6.77 | 1,896 | 10.62 | ||||
2025-07-23 | 13F | Canopy Partners, LLC | 12,170 | 5.70 | 1,340 | 25.37 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,599,847 | 1.88 | 396 | 21.10 | ||||
2025-05-09 | 13F | Natural Investments, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Tradewinds, LLC. | 20,338 | 435.63 | 2,239 | 536.08 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 22,264 | -7.50 | 2,451 | 9.71 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 283,101 | -44.47 | 31,076 | -34.34 | ||||
2025-07-18 | 13F | Founders Capital Management | 250 | 0.00 | 28 | 17.39 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 7,765 | 0.05 | 855 | 18.61 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 537 | 0.00 | 59 | 20.41 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 22,815 | -2.26 | 2,512 | 15.93 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 93,460 | -19.01 | 10,290 | -2.00 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 30,033 | -5.51 | 3,421 | 14.42 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 3,201 | -3.03 | 352 | 15.03 | ||||
2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2,063 | 227 | ||||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 4,468 | -10.57 | 492 | 6.05 | ||||
2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 1,995 | 220 | ||||||
2025-08-06 | 13F | Legacy Bridge, LLC | 4,305 | 0.00 | 474 | 18.55 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 51,920 | 5,716 | ||||||
2025-07-17 | 13F | City Holding Co | 8,967 | 2.61 | 987 | 21.70 | ||||
2025-08-06 | 13F | Bensler, LLC | 21,222 | 0.02 | 2,337 | 18.64 | ||||
2025-05-09 | 13F | Strategy Asset Managers Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,568,243 | 1.39 | 613,064 | 20.26 | ||||
2025-07-11 | 13F | Essex Savings Bank | 16,852 | -1.51 | 1,855 | 16.81 | ||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 14,150 | -1.24 | 1,558 | 12.99 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 160,286 | -2.22 | 17,647 | 15.97 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 5,258 | -41.62 | 579 | -30.86 | ||||
2025-07-28 | 13F | IFC Advisors LLC | 5,517 | 56.56 | 607 | 85.63 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3,403 | 56.53 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 343,062 | -1.13 | 37,771 | 17.26 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 11,894 | 187.50 | 1,310 | 240.89 | ||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 1,954 | -22.46 | 215 | -7.73 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 7,026 | -0.20 | 774 | 18.38 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3,666 | -60.24 | 404 | -52.87 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 237,536 | -0.89 | 26,153 | 17.55 | ||||
2025-08-14 | 13F | Select Asset Management & Trust | 3,666 | -0.95 | 0 | |||||
2025-07-23 | 13F | Center For Asset Management LLC | 3,727 | 0.00 | 382 | 10.43 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 200 | 0.00 | 22 | 22.22 | ||||
2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 30,200 | 3,325 | ||||||
2025-03-12 | 13F/A | Private Capital Management Llc | 3,516 | -6.93 | 325 | 1.88 | ||||
2025-07-25 | 13F | Genesee Capital Advisors, LLC | 2,644 | 0.00 | 291 | 18.78 | ||||
2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 2,010 | 0 | ||||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 2,021 | 223 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 451,445 | 10.68 | 49,704 | 31.27 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 182 | 20 | ||||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 227 | 0.00 | 25 | 14.29 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 182,086 | -1.41 | 20,048 | 16.93 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 25,489 | -8.76 | 2,806 | 8.17 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 55,212 | 17.76 | 6,082 | 39.70 | ||||
2025-08-13 | 13F | PACK Private Wealth, LLC | 16,888 | -1.00 | 1,859 | 17.44 | ||||
2025-07-23 | 13F | Motiv8 Investments LLC | 2,436 | 0.00 | 268 | 18.58 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 12,323 | 20.60 | 1,357 | 43.90 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 155 | 0.00 | 17 | 21.43 | ||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 377,513 | 0.99 | 41,564 | 19.78 | ||||
2025-07-23 | 13F | LifeSteps Financial, Inc. | 11,000 | 0.00 | 1,211 | 18.61 | ||||
2025-08-12 | 13F | Associated Banc-corp | 97,209 | 10.09 | 10,703 | 30.58 | ||||
2025-08-12 | 13F | Soundwatch Capital LLC | 18,600 | 192 | ||||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 884 | -34.57 | 101 | -20.00 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 2,752 | -5.62 | 303 | 11.85 | ||||
2025-07-18 | 13F | GEN Financial Management, INC. | 6,773 | -0.47 | 746 | 18.07 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 61,805 | -8.70 | 6,805 | 8.29 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 42,588 | -2.37 | 4,689 | 15.78 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 3,501 | 0.11 | 385 | 18.83 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 625 | 13.64 | 69 | 33.33 | ||||
2025-07-14 | 13F | Seascape Capital Management | 4,716 | 0.00 | 1 | |||||
2025-08-13 | 13F | Loomis Sayles & Co L P | 2,501 | 0.00 | 275 | |||||
2025-07-17 | 13F | Avondale Wealth Management | 460 | 0.00 | 51 | 19.05 | ||||
2025-07-10 | 13F | McHugh Group, LLC | 10,250 | 0.00 | 1,129 | 18.61 | ||||
2025-07-15 | 13F | tru Independence LLC | 6,120 | 0.07 | 674 | 18.69 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 2,007 | 221 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 67,030 | -3.49 | 7,380 | 14.47 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 3,352 | 0.00 | 369 | 18.65 | ||||
2025-07-29 | 13F | Private Trust Co Na | 30,252 | -4.02 | 3,331 | 13.85 | ||||
2025-07-14 | 13F | Enzi Wealth | 5,244 | 0.88 | 581 | 20.33 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 73,568 | 3.08 | 8,100 | 22.25 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 197,901 | -0.38 | 21,789 | 18.14 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 3,604 | 397 | ||||||
2025-07-31 | 13F | Ballast Advisors Llc | 838 | 0.00 | 92 | 19.48 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 15 | -99.20 | 2 | -99.43 | ||||
2025-07-11 | 13F | First PREMIER Bank | 1,530 | 0.00 | 0 | |||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 3,897 | 0.00 | 429 | 18.84 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 18,056 | -4.61 | 1,988 | 13.09 | ||||
2025-07-31 | 13F | Vaughan David Investments Inc/il | 2,506 | 0.00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 97,018 | -1.61 | 10,682 | 16.69 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 7,657 | 0.12 | 843 | 18.90 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 29,953 | -5.84 | 3,298 | 11.69 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 15,547 | 1.05 | 1,712 | 19.82 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 31,310 | 38.07 | 3,455 | 64.13 | ||||
2025-07-24 | 13F | Zullo Investment Group, Inc. | 3,119 | 0.03 | 343 | 18.69 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 151,595 | 3.47 | 16,691 | 22.72 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 4,448 | -0.63 | 490 | 17.83 | ||||
2025-08-12 | 13F | LPL Financial LLC | 18,628,952 | -1.59 | 2,051,048 | 16.72 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | ADG Wealth Management Group, LLC | 243,373 | 18.20 | 26,795 | 40.19 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 914,023 | 0.74 | 100,634 | 19.48 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 305,691 | 14.21 | 33,657 | 35.46 | ||||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 4,840 | 0.10 | 527 | 17.63 | ||||
2025-07-22 | 13F | Inlight Wealth Management, LLC | 210,897 | 0.00 | 211 | 0.00 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 44,689 | -3.54 | 4,920 | 14.42 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 8,920 | -1.55 | 1 | |||||
2025-07-29 | 13F | May Barnhard Investments LLC | 7,109 | 0.04 | 783 | 18.66 | ||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1,827 | 203 | ||||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 62,034 | -0.31 | 6,830 | 18.23 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 20,263 | 0.00 | 2,231 | 18.55 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 515,263 | -1.93 | 56,730 | 16.31 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2,851 | 314 | ||||||
2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 3,288 | 0.00 | 362 | 18.69 | ||||
2025-07-18 | 13F | United Bank | 117,779 | -0.86 | 12,967 | 17.58 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,122 | -29.61 | 124 | -16.89 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 4,770 | 14.39 | 543 | 34.41 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 2,958 | -0.74 | 326 | 17.75 | ||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Novus Advisors, Llc | 5,229 | -2.59 | 576 | 15.46 | ||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1,880 | 207 | ||||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 53,857 | 1.93 | 5,930 | 20.88 | ||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 3,624 | 0.00 | 399 | 14.66 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 4,177 | -0.62 | 460 | 17.69 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 4,716 | 0.00 | 519 | 18.76 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 2,173 | 0.00 | 239 | 18.91 | ||||
2025-07-08 | 13F | Atlas Brown,Inc. | 27,481 | -2.32 | 3,026 | 15.86 | ||||
2025-07-25 | 13F | Cwm, Llc | 5,241,399 | -2.47 | 577 | 15.86 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 177,494 | -1.57 | 19,542 | 16.74 | ||||
2025-07-03 | 13F | Trust Co of the South | 6,023 | 0.00 | 663 | 18.60 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2,500 | -2.34 | 275 | 16.03 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 6,283 | 18.97 | 692 | 41.02 | ||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 2,143 | 0.00 | 236 | 18.69 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 12,810 | 10.48 | 1,410 | 31.04 | ||||
2025-07-10 | 13F | Three Seasons Wealth, LLC | 283,996 | 9.83 | 31,268 | 30.26 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 3,898 | 0.00 | 429 | 18.84 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3,170 | 1.31 | 349 | 20.00 | ||||
2025-07-18 | 13F | TPG Advisors LLC | 3,044 | 0.00 | 335 | 18.79 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 45,955 | -9.68 | 5,060 | 7.11 | ||||
2025-08-07 | 13F | Palouse Capital Management, Inc. | 2,480 | 0.00 | 273 | 18.70 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 40,449 | 0.50 | 3,735 | -8.61 | ||||
2025-07-28 | 13F | Copia Wealth Management | 300 | 0.00 | 33 | 22.22 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1,664 | 0.00 | 183 | 18.83 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 221,708 | -1.30 | 24,410 | 17.07 | ||||
2025-07-31 | 13F | FSR Wealth Management Ltd. | 3,098 | -4.29 | 341 | 13.67 | ||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 7,543 | -8.82 | 830 | 8.21 | ||||
2025-08-07 | 13F | Financially Speaking Inc | 34 | 0.00 | 4 | 0.00 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 8,737 | -5.28 | 962 | 12.27 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 2,810 | -19.90 | 309 | -4.92 | ||||
2025-04-21 | 13F | Riverwater Partners LLC | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Balanced Rock Investment Advisor | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 30,919 | 1.74 | 3,404 | 20.67 | ||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 27,049 | -22.44 | 2,978 | -8.00 | ||||
2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Welch & Forbes Llc | 7,689 | 0.00 | 847 | 18.65 | ||||
2025-08-06 | 13F | One Wealth Capital Management, Llc | 68,151 | -7.89 | 7,503 | 9.25 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 4,399 | -1.19 | 484 | 17.19 | ||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7,334 | 6.09 | 807 | 25.90 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 67,490 | -16.07 | 7,431 | -0.46 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 668 | 0.00 | 74 | 17.74 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 2,289 | 1.28 | 252 | 20.57 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 26,076 | 33.93 | 2,871 | 58.83 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2,836 | -10.45 | 312 | 6.48 | ||||
2025-08-05 | 13F | Mathes Company, Inc. | 2,300 | 0.00 | 0 | |||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 22,404 | -7.98 | 2,467 | 9.12 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 31,252 | -4.11 | 3,441 | 13.72 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 1,847 | 203 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 7,417 | 5.18 | 817 | 24.77 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2,120 | -15.17 | 233 | 0.87 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 2,741 | 3.39 | 302 | 22.36 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4,307 | 0.00 | 474 | 18.80 | ||||
2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | Short | -35,341 | -36.07 | -3,891 | -24.17 | |||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3,705 | 10.53 | 408 | 19.71 | ||||
2025-08-01 | 13F | Jennison Associates Llc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 158,908 | -3.47 | 17,496 | 14.49 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 20,365 | 0.17 | 2,242 | 18.81 | ||||
2025-08-14 | 13F | Family Office Research LLC | 4,684 | -2.09 | 516 | 15.99 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 128,222 | -1.91 | 14,117 | 16.32 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14,203 | -9.02 | 1,606 | 6.57 | ||||
2025-08-13 | 13F | Portland Global Advisors LLC | 3,395 | 0.00 | 374 | 18.41 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 3,171 | 349 | ||||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 5,426 | 0.00 | 597 | 18.69 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 16,891 | -55.28 | 1,860 | -46.95 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 16,035 | 0.31 | 2 | 0.00 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 54,137 | -4.37 | 5,960 | 13.42 | ||||
2025-07-16 | 13F | Plancorp, LLC | 6,483 | 0.00 | 714 | 18.64 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1,263,378 | 1.12 | 139,098 | 19.93 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 54,753 | 6.97 | 6,028 | 26.88 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 5,414 | 58.72 | 596 | 88.61 | ||||
2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 3,751 | 0.00 | 413 | 18.68 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9,022 | 8.48 | 993 | 28.63 | ||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 10,373 | -8.07 | 1,142 | 9.07 | ||||
2025-08-13 | 13F | Haverford Trust Co | 34,365 | -2.64 | 3,784 | 15.48 | ||||
2025-07-22 | 13F | Willner & Heller, Llc | 3,489 | -17.48 | 384 | -2.04 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 2,925 | 16.81 | 322 | 38.79 | ||||
2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 10 | 0.00 | 1 | |||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 567 | 268.18 | 62 | 342.86 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 5,992 | 13.38 | 660 | 34.49 | ||||
2025-07-16 | 13F | American National Bank | 854 | 0.00 | 94 | 18.99 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 10,937 | 0.00 | 1,015 | 0.00 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 50,981 | -0.91 | 5,613 | 17.55 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 121 | 0.00 | 13 | 18.18 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 560,084 | -3.14 | 61,665 | 14.89 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 264,657 | 6.59 | 29,139 | 26.42 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 13,366 | -0.19 | 1,472 | 18.34 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 355 | -13.20 | 39 | 2.63 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 2,779 | 0.00 | 306 | 18.68 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 6,775 | -34.19 | 746 | -21.99 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 5,536 | 0.00 | 610 | 18.71 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 4,657 | -0.45 | 513 | 17.97 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 27,829 | -38.17 | 3,033 | -27.43 | ||||
2025-08-04 | 13F | 4J Wealth Management LLC | 8,467 | -1.29 | 932 | 17.09 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 175,732 | -40.70 | 19,348 | -29.66 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 5,894 | 0.00 | 649 | 18.46 | ||||
2025-08-08 | 13F | Union Savings Bank | 11,568 | -4.67 | 1,318 | 16.96 | ||||
2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 32,297 | -3.51 | 3,556 | 14.42 | ||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 5,467 | 78.37 | 602 | 111.62 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 2,136 | 235 | ||||||
2025-08-11 | 13F | Intrust Bank Na | 25,804 | 0.00 | 2,841 | 18.62 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 36,431 | -34.88 | 4,011 | -22.75 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 961 | -20.12 | 106 | -5.41 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 65 | 96.97 | 7 | 133.33 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,073 | 559 | ||||||
2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 34,026 | 0.64 | 3,746 | 19.38 | ||||
2025-08-08 | 13F | Breed's Hill Capital LLC | 6,984 | -0.61 | 769 | 17.79 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 92,584 | -10.49 | 10,193 | 6.17 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 18,511 | -0.03 | 2,038 | 21.82 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 51,858 | -3.25 | 5,710 | 14.75 | ||||
2025-04-10 | 13F | Bremer Bank National Association | 2,890 | 0.00 | 268 | -8.53 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 11,006 | -1.80 | 1,212 | 16.44 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 16,977 | -2.09 | 1,869 | 16.16 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 25,240 | -3.98 | 2,779 | 13.85 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3,609 | -6.72 | 397 | 1.28 | ||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 4,916 | 541 | ||||||
2025-07-15 | 13F | Bfsg, Llc | 1,814 | 0.00 | 200 | 18.45 | ||||
2025-08-12 | 13F | Prudential Plc | 8,700 | 958 | ||||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 5,771 | 0.00 | 635 | 18.69 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1,907 | 210 | ||||||
2025-07-28 | 13F | Courier Capital Llc | 1,019,483 | -0.78 | 112,245 | 17.68 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 14,768 | 42.48 | 1,681 | 79.59 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 8,771 | 12.20 | 966 | 33.10 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 25,835 | 65.77 | 2,844 | 96.68 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 10,344 | 0.00 | 1,139 | 18.54 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 32,388 | -2.35 | 3,566 | 15.82 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 4,449 | 0.11 | 490 | 18.69 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12,035 | -41.11 | 1,325 | -30.15 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1,708,995 | 329.47 | 188,160 | 409.37 | ||||
2025-08-12 | 13F | Barr E S & Co | 3,270 | 0.00 | 360 | 18.81 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 2,581 | 0.08 | 284 | 18.83 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 8,880 | -4.52 | 978 | 16.31 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 13,605 | -0.05 | 1,498 | 18.53 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 49 | 0.00 | 5 | 25.00 | ||||
2025-08-08 | 13F | Opinicus Capital, Inc. | 2,509 | -1.06 | 276 | 17.45 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 807 | -30.01 | 89 | -17.76 | ||||
2025-07-17 | 13F | Bluesphere Advisors, LLC | 1,928 | -25.99 | 212 | -12.03 | ||||
2025-08-13 | 13F | Menard Financial Group LLC | 2,129 | 0.00 | 234 | 14.71 | ||||
2025-07-14 | 13F | Abound Wealth Management | 1,480 | -37.95 | 163 | -26.70 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 1,168 | 0.00 | 129 | 18.52 | ||||
2025-08-06 | 13F | Florin Court Capital LLP | 73,400 | 3.38 | 8,081 | 22.63 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 13,534 | -13.15 | 1,490 | 3.04 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 838 | 0.00 | 92 | 19.48 | ||||
2025-07-24 | 13F | Conning Inc. | 86,310 | 94.37 | 9,503 | 130.52 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 632,317 | -7.07 | 69,618 | 10.22 | ||||
2025-05-06 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Dakota Wealth Management | 6,624 | -15.69 | 729 | 0.00 | ||||
2025-08-04 | 13F | Coign Capital Advisors LLC | 25,401 | 6.21 | 2,797 | 25.95 | ||||
2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 3,053 | 9.62 | 289 | -0.69 | ||||
2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 3,964 | 0.00 | 436 | 18.80 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 31,603 | -6.07 | 3 | 0.00 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 45,212 | -11.32 | 5,017 | 6.02 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 2,369 | 0.04 | 261 | 18.72 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 292,831 | -8.39 | 32,241 | 8.65 | ||||
2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 173,949 | -5.30 | 19,152 | 12.32 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 4,669 | 0.00 | 514 | 18.71 | ||||
2025-08-12 | 13F | Tableaux Llc | 3,198 | 1,986 | ||||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 12,200 | 234.52 | 1,343 | 297.34 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7,108 | -6.73 | 783 | 10.61 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 8,205 | 0.00 | 903 | 18.66 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 144,551 | -4.65 | 15,915 | 13.10 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 3,418,138 | 6.39 | 376,337 | 26.18 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 2,279,446 | -8.06 | 250,967 | 9.05 | ||||
2025-07-25 | 13F | Welch Group, LLC | 5,196 | 16.32 | 572 | 38.50 | ||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 18,505 | 0.02 | 2,037 | 18.64 | ||||
2025-08-07 | 13F | Payden & Rygel | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 3,536 | 0.00 | 389 | 18.60 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 602,015 | 5.22 | 66,282 | 24.79 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 11,641 | 1.00 | 1 | 0.00 | ||||
2025-08-05 | 13F | Tsfg, Llc | 19,979 | 5.38 | 2 | 100.00 | ||||
2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 2,472 | 0.00 | 272 | 18.78 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 1,448 | -1.70 | 159 | 16.91 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 62,125 | -1.28 | 6,840 | 17.09 | ||||
2025-07-21 | 13F | Custos Family Office, LLC | 19,465 | -3.48 | 2,143 | 14.48 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 30,094 | -6.96 | 3,313 | 10.36 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 346,573 | 61.55 | 38,157 | 92.31 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 6,399 | -4.85 | 705 | 12.82 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 12,445 | 0.05 | 1,419 | 22.96 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 30,844 | 67.22 | 3,396 | 98.31 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 6,189 | -0.77 | 681 | 17.82 | ||||
2025-07-15 | 13F | Verum Partners LLC | 9,178 | 0.09 | 1,010 | 18.68 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1,722 | 0.00 | 188 | 17.61 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 9,969 | -0.56 | 1,098 | 17.96 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 475,910 | 3.38 | 52,398 | 22.61 | ||||
2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Mma Asset Management Llc | 11,376 | -2.33 | 1,252 | 15.82 | ||||
2025-07-29 | 13F | Swmg, Llc | 142,314 | 12.23 | 16,257 | 36.23 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 25,661 | -4.26 | 2,825 | 13.55 | ||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 4,031 | 0.00 | 444 | 18.45 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 9,725 | 13.03 | 1,071 | 34.09 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 396 | 0.00 | 44 | 19.44 | ||||
2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 2,902 | -1.53 | 320 | 16.85 | ||||
2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 3,431 | -19.82 | 378 | -5.04 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 4,953 | 0.04 | 545 | 18.74 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Sutton Place Investors Llc | 20,975 | -14.88 | 2,309 | 0.96 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 754 | 0.00 | 83 | 20.29 | ||||
2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 148,112 | -0.65 | 16,307 | 17.84 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 120,660 | 9.22 | 13,285 | 29.54 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 1st Source Bank | 14,852 | 20.36 | 1,635 | 42.79 | ||||
2025-08-12 | 13F | MWA Asset Management | 4,498 | 29.70 | 495 | 54.21 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 19,545 | -2.43 | 2,152 | 15.71 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 4,372 | 0.00 | 481 | 18.77 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 2,031 | 69.39 | 224 | 100.90 | ||||
2025-08-01 | 13F | Taylor Financial Group, Inc. | 10,856 | 0.00 | 1,195 | 18.67 | ||||
2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Michels Family Financial, LLC | 2,388 | -0.38 | 263 | 18.02 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 6,172 | -50.60 | 680 | -41.42 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 56,424 | -11.86 | 6,212 | -4.42 | ||||
2025-07-28 | 13F | Jag Capital Management, Llc | 2,548 | -22.81 | 281 | -8.50 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 4,660 | 0.52 | 513 | 19.30 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 35,033 | -4.23 | 4 | 0.00 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2,192 | 0.09 | 241 | 18.72 | ||||
2025-07-17 | 13F | XML Financial, LLC | 47,560 | -1.52 | 5,236 | 16.80 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 9,507 | 3.24 | 1,054 | 26.68 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 8,451 | 930 | ||||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Fft Wealth Management Llc | 11,639 | 1.08 | 1,326 | 24.06 | ||||
2025-07-14 | 13F | Buska Wealth Management, LLC | 8,166 | 1.38 | 899 | 20.35 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2,034 | 224 | ||||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 39,102 | -3.01 | 4,305 | 15.05 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 28,843 | -18.22 | 3,176 | -3.02 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 1,857 | -17.54 | 204 | -2.39 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 10,744 | 0.69 | 1,183 | 19.39 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 337 | -26.42 | 37 | -11.90 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 83,032 | 8.14 | 9,142 | 28.26 | ||||
2025-07-17 | 13F | C2C Wealth Management, LLC | 11,204 | 0.00 | 1,234 | 18.56 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 196,354 | 19.00 | 21,619 | 41.14 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 2,844 | 7.73 | 313 | 27.76 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 27,196 | -4.26 | 2,994 | 13.58 | ||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 3,200 | 0.00 | 352 | 18.52 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 39,005 | -21.12 | 4,294 | -6.45 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 10,645 | 0.00 | 1,172 | 18.62 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 6,579 | 724 | ||||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 3,442 | 18.28 | 379 | 40.00 | ||||
2025-07-24 | 13F | MFA Wealth Services | 24,751 | 0.89 | 2,725 | 19.68 | ||||
2025-07-21 | 13F | Single Point Partners, LLC | 7,349 | 0.00 | 1 | |||||
2025-08-06 | 13F | Savant Capital, LLC | 152,294 | 22.23 | 16,768 | 44.97 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 5,280 | 0.00 | 581 | 18.57 | ||||
2025-07-16 | 13F | Ascent Capital Management, LLC | 117,123 | 0.88 | 12,895 | 19.65 | ||||
2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 10,356 | 1,140 | ||||||
2025-07-29 | 13F | Salus Financial Advisors, LLC | 3,441 | 0.00 | 379 | 18.50 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 129,376 | -1.00 | 14 | 16.67 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11,561 | 15.12 | 1,273 | 36.48 | ||||
2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 261,512 | -76.97 | 28,793 | -72.68 | ||||
2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 400 | 44 | ||||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 220 | 0.00 | 24 | 20.00 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 36,349 | 81.09 | 4,002 | 114.81 | ||||
2025-07-15 | 13F | Kwmg, Llc | 244,848 | 1.02 | 26,958 | 19.82 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 2,936 | 0.00 | 323 | 18.75 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3,091 | 340 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 206,510 | -43.99 | 22,737 | -34.05 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,347 | 148 | ||||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 15,754 | -16.35 | 2 | 0.00 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 71,899 | -1.38 | 8 | 16.67 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 11,916 | -8.30 | 1,312 | 8.79 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 6,840 | 3.87 | 635 | -5.09 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 40,877 | 0.00 | 4,501 | 18.61 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 532,183 | -14.99 | 58,593 | 0.83 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 35,762 | -16.51 | 3,937 | -0.98 | ||||
2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Affinity Wealth Management Llc | 3,033 | -2.16 | 334 | 16.03 | ||||
2025-07-21 | 13F | Corundum Group, Inc. | 20,500 | 0.00 | 2,257 | 18.60 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 80,794 | 22.74 | 8,895 | 45.58 | ||||
2025-07-23 | 13F | First Merchants Corp | 264,520 | -1.77 | 29,124 | 16.51 | ||||
2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 100,300 | -41.52 | 11,432 | -28.20 | ||||
2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 169,491 | -0.15 | 18,661 | 18.42 | ||||
2025-06-27 | 13F | Copley Financial Group, Inc. | 669 | 0.00 | 68 | 0.00 | ||||
2025-07-10 | 13F | Burns J W & Co Inc/ny | 9,055 | -3.28 | 997 | 14.61 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 727,471 | -1.48 | 80,095 | 16.85 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 1,171,070 | 8.19 | 128,935 | 28.31 | ||||
2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 7,938 | -0.14 | 874 | 18.45 | ||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 26,462 | 262.69 | 2,456 | 231.89 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 17,484 | -15.63 | 1,925 | 0.05 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 11,925 | 0.00 | 1,313 | 18.52 | ||||
2025-08-12 | 13F | Bank OZK | 4,279 | -6.43 | 471 | 11.08 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 37,700 | 4,151 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 46,438 | 0.35 | 5,113 | 19.02 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 3,196 | 0.00 | 0 | |||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 80,422 | -0.46 | 8,854 | 18.05 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 234 | 0.00 | 26 | 19.05 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 17,826 | -53.47 | 1,963 | -44.83 | ||||
2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 4,175 | 8.84 | 460 | 28.93 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 12,233 | -76.49 | 1,351 | -72.50 | ||||
2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 8,595 | -27.49 | 946 | -14.00 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 10,431 | 0.02 | 1,148 | 18.60 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 17,688 | 64.45 | 1,947 | 95.09 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12,414 | 1,367 | ||||||
2025-08-13 | 13F | Idaho Trust Bank | 12,094 | -18.56 | 1,332 | -3.41 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 6,061 | -1.38 | 563 | -9.94 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 4,638 | 0.00 | 511 | 18.60 | ||||
2025-08-06 | 13F | Middleton & Co Inc/ma | 7,575 | -0.33 | 834 | 18.16 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 49,551 | -14.53 | 5,456 | 11.97 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 293,141 | -6.99 | 32,275 | 10.32 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 7,175 | -5.53 | 790 | 11.91 | ||||
2025-07-16 | 13F | Howard Capital Management Group, LLC | 14,850 | 0.00 | 1,635 | 18.58 | ||||
2025-07-09 | 13F | Beacon Financial Group | 9,421 | -11.04 | 1,037 | 5.49 | ||||
2025-08-14 | 13F | Acas, Llc | 61,680 | -2.44 | 7,134 | 17.80 | ||||
2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 13,021 | -34.94 | 1,434 | -22.83 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 125,732 | 5.84 | 13,843 | 25.54 | ||||
2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 8,302 | 3.75 | 914 | 23.18 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,777 | -81.58 | 306 | -78.20 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Newton One Investments LLC | 4,135 | 0.00 | 455 | 18.80 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,171 | -61.67 | 129 | -54.77 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 4,753 | 0.00 | 523 | 18.59 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3,946 | -15.56 | 434 | 0.23 | ||||
2025-07-16 | 13F | Holland Advisory Services, Inc. | 4,080 | 0.10 | 449 | 18.78 | ||||
2025-08-05 | 13F | HFG Advisors, Inc. | 3,814 | 0.00 | 420 | 18.36 | ||||
2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 6,101 | 0.00 | 672 | 18.55 | ||||
2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 6,079 | -40.38 | 1,662 | 75.69 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Avid Wealth Partners LLC | 118,943 | 11.13 | 13,096 | 31.81 | ||||
2025-07-16 | 13F/A | CX Institutional | 117,390 | -0.18 | 13 | 20.00 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 51,917 | 3.39 | 5,716 | 22.63 | ||||
2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 9,736 | 0.00 | 1,072 | 18.60 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 19,655 | -1.96 | 2,164 | 16.34 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 2,835 | 312 | ||||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 32,892 | -7.09 | 3,621 | 10.19 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 26,065 | -10.47 | 2,870 | 6.18 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 3,286 | -0.87 | 362 | 17.59 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 2,257 | -15.05 | 248 | 0.81 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29,799 | 7.94 | 3,281 | 28.02 | ||||
2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 110,090 | -0.96 | 12,121 | 17.46 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 17,422 | -4.44 | 1,918 | 13.36 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Geneva Partners, LLC | 2,342 | 2.99 | 258 | 21.80 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 2,771 | -59.34 | 305 | -51.74 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 710,137 | 11.94 | 78,186 | 32.76 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 128,432 | -3.56 | 14,140 | 14.38 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 77,458 | -3.37 | 8,528 | 14.62 | ||||
2025-07-23 | 13F | True Vision MN LLC | 78,363 | -8.39 | 8,628 | 8.65 | ||||
2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 16,294 | 0.00 | 1,794 | 18.58 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 25,954 | -0.33 | 2,409 | -8.85 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 4,277 | 0.07 | 471 | 18.69 | ||||
2025-08-15 | 13F | United Services Automobile Association | 47,166 | -50.00 | 5,193 | -40.62 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 51,678 | 0.95 | 5,690 | 19.72 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 4,923 | 5.17 | 457 | -3.79 | ||||
2025-08-04 | 13F | Balentine LLC | 874 | 0.00 | 96 | 18.52 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10,405 | 5.51 | 1,146 | 25.14 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1,098,355 | -10.57 | 120,929 | 6.07 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 3,206 | -21.56 | 353 | -7.12 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 8,457 | 0.00 | 931 | 18.60 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 5,509 | 28.84 | 607 | 53.03 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 5,072 | 0.00 | 558 | 18.72 | ||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 276,358 | -0.68 | 25,577 | -9.47 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 10,929 | -4.65 | 1,204 | 13.17 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 291,567 | 1.14 | 32,102 | 19.95 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 35,375 | -9.36 | 3,895 | 7.51 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 555 | 0.00 | 61 | 19.61 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 21,756 | -0.06 | 2,395 | 18.56 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 10,629 | -0.21 | 1,170 | 18.42 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 40,423 | 47.18 | 4,451 | 74.58 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 42,710 | -1.64 | 4,702 | 16.65 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 6,305 | -3.37 | 694 | 14.71 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 191,498 | -15.09 | 21,084 | 0.71 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 17,082 | -0.44 | 1,881 | 18.09 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 164,750 | -0.10 | 18,139 | 18.48 | ||||
2025-07-24 | 13F | Forefront Analytics, LLC | 27,636 | 3,043 | ||||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 31,442 | 9.74 | 3,462 | 30.16 | ||||
2025-08-14 | 13F | Betterment LLC | 11,795 | 15.14 | 1 | |||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 22,062 | -30.59 | 2,429 | -17.69 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3,739 | -1.84 | 412 | 16.43 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 234 | 0.00 | 26 | 19.05 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 425 | -55.59 | 49 | -45.45 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 32,539 | -4.15 | 3,583 | 13.68 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 47,416 | -9.85 | 5,220 | 6.92 | ||||
2025-07-28 | 13F | Davidson Trust Co | 2,689 | 0.00 | 296 | 18.88 | ||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 7,143 | 0.11 | 786 | 18.73 | ||||
2025-07-24 | 13F | Eastern Bank | 37,368 | -6.55 | 4,114 | 10.83 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6,321 | -28.88 | 696 | -13.45 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 7,157 | 0.11 | 788 | 18.70 | ||||
2025-08-13 | 13F | Northern Trust Corp | 731,049 | -0.50 | 80,488 | 18.01 | ||||
2025-07-18 | 13F | Rogco, Lp | 31,066 | 0.00 | 3,420 | 18.63 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20,200 | 0.00 | 2,224 | 18.61 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7,635 | 0.00 | 873 | 21.45 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 97,490 | 3.60 | 10,734 | 22.87 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 1,931 | 213 | ||||||
2025-07-14 | 13F | Gries Financial Llc | 8,448 | -34.07 | 930 | -21.78 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 66,514 | 0.00 | 7,323 | 18.61 | ||||
2025-04-08 | 13F | Presidio Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 6,088 | 0.00 | 670 | 18.58 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 18,640 | 0.00 | 2,052 | 18.61 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 151,419 | -8.60 | 16,671 | 8.40 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 152,306 | -41.72 | 16,769 | -30.87 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 4,709 | -1.26 | 518 | 17.19 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 3,689 | 0.00 | 406 | 18.71 | ||||
2025-07-24 | 13F | Insight Inv LLC | 1,280 | 0.00 | 141 | 18.64 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 11,408 | -24.65 | 1 | 0.00 | ||||
2025-07-22 | 13F | Verus Wealth Management, Llc | 7,368 | 0.00 | 811 | 18.74 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 800 | 19.40 | 0 | |||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 13,675 | 0.12 | 1,506 | 18.78 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 9,056 | 0.00 | 997 | 18.69 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 9,507 | 0.00 | 1,047 | 18.59 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Francis Financial, Inc. | 4,717 | 0.00 | 519 | 18.76 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5,865 | 0.00 | 646 | 18.57 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,769 | 84.46 | 2,617 | 118.73 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 2,570 | 283 | ||||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 60,403 | 0.81 | 6,650 | 19.58 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 11,905 | -4.78 | 1,311 | 12.93 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 130,769 | -13.54 | 14,398 | 2.54 | ||||
2025-07-23 | 13F | Dohj, Llc | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 264,132 | -2.09 | 24,519 | -10.48 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 79,607 | 6.74 | 8,765 | 26.59 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 471 | 0.21 | 52 | 23.81 | ||||
2025-08-08 | 13F | Petix & Botte Co | 9,580 | 55.02 | 1,055 | 83.94 | ||||
2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES | 5,291 | 51.21 | 583 | 79.63 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 996 | 0.00 | 110 | 18.48 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 15,448 | -1.84 | 1,701 | 16.44 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 97,659 | 193.91 | 10,752 | 248.64 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 38,834 | 3.54 | 4,276 | 22.81 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 452 | 0.00 | 50 | 16.67 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 6,686 | -0.15 | 736 | 18.52 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 5,594 | 0.00 | 616 | 18.50 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 1,832 | 0.00 | 202 | 18.24 | ||||
2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 5,706 | 0.00 | 628 | 18.71 | ||||
2025-08-14 | 13F | Fmr Llc | 2,048,050 | -3.58 | 225,490 | 14.36 | ||||
2025-08-26 | NP | GRZZX - Leuthold Grizzly Short Fund | Short | -22,820 | -41.26 | -2,512 | -30.34 | |||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 770,011 | 11,334.67 | 7 | -99.04 | ||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 7,610 | 0.00 | 838 | 18.56 | ||||
2025-08-14 | 13F | First Foundation Advisors | 50,876 | 51.95 | 5,601 | 80.21 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 12,230 | -4.51 | 1,347 | 13.30 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 51,561 | 0.59 | 5,677 | 19.29 | ||||
2025-07-16 | 13F | Embree Financial Group | 8,357 | 101.23 | 920 | 138.96 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 3,207 | 353 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 3,333,902 | 0.42 | 367 | 19.16 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 2,045 | 225 | ||||||
2025-08-11 | 13F | Independent Advisor Alliance | 3,999 | 440 | ||||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 71,395 | -37.05 | 7,861 | -25.34 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 9,219 | 0.09 | 1 | |||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 5,801 | 0.00 | 639 | 18.59 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 16,500 | 1,817 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 11,446 | 59.64 | 1,260 | 89.47 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2,904 | -18.08 | 320 | -3.04 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 12,095 | -1.67 | 1,332 | 16.65 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 8,805 | 15.16 | 969 | 36.67 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 396,123 | 7.64 | 37,493 | -2.22 | ||||
2025-07-31 | 13F | Core Wealth Management, Inc. | 3,099 | 0.00 | 341 | 18.82 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 19,063 | 2.95 | 2,099 | 22.12 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 2,373 | 241 | ||||||
2025-08-05 | 13F | Navalign, LLC | 3,063 | -7.80 | 337 | 9.42 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 19,068 | -15.68 | 2,099 | 0.00 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 67,004 | -61.60 | 7,377 | -54.45 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 55,668 | -2.63 | 6,129 | 15.51 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 4,476 | -1.93 | 493 | 16.31 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 22,617 | 0.00 | 2,490 | 18.63 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 53,522 | 12.07 | 5,893 | 32.91 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1,180 | 0.00 | 130 | 18.35 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 3,456 | 0.00 | 381 | 18.75 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 445,816 | -6.84 | 49,084 | 10.50 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 193,687 | 1,093.98 | 23,892 | 1,487.44 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 30,057 | -1.02 | 2,790 | -9.50 | ||||
2025-07-18 | 13F | Swp Financial Llc | 36,653 | 0.00 | 4,035 | 18.61 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 100 | 0.00 | 11 | 22.22 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 3,123 | -0.10 | 344 | 18.28 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 9,592 | 1,056 | ||||||
2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 31,130 | -0.05 | 3,427 | 18.54 | ||||
2025-04-01 | 13F | Cornerstone Planning, LLC | 2,781 | 282 | ||||||
2025-07-31 | 13F | TSA Wealth Managment LLC | 96,647 | -35.29 | 10,641 | -23.25 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 29,667 | 31.15 | 3 | 50.00 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 4,499 | -4.76 | 495 | 13.01 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 13,879 | -41.25 | 1,528 | -30.32 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 2,499 | -6.82 | 275 | 10.89 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 2,341 | 42.48 | 258 | 69.08 | ||||
2025-07-31 | 13F | Forte Asset Management Llc | 11,750 | 34.29 | 1,294 | 59.24 | ||||
2025-07-09 | 13F | Stony Point Wealth Management Inc. | 9,522 | 0.00 | 1,048 | 18.69 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 10,009 | 0.00 | 1,102 | 18.51 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2,425 | 0.08 | 269 | 28.85 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 124,574 | -4.16 | 13,716 | 13.67 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 112,782 | 6.27 | 12,417 | 26.05 | ||||
2025-08-14 | 13F | Chilton Investment Co Llc | 10,342 | 1,139 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 160,919 | -25.09 | 17,717 | -11.16 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 5,861 | -0.81 | 645 | 17.70 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 497 | 11.69 | 55 | 31.71 | ||||
2025-07-24 | 13F | Freedom Day Solutions, LLC | 3,265 | -0.03 | 360 | 18.48 | ||||
2025-08-14 | 13F | Laird Norton Trust Company, Llc | 163,647 | -0.51 | 18,018 | 18.00 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 20,291 | -3.83 | 2,234 | 14.10 | ||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 4,488 | 0.00 | 417 | 0.00 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 43,682 | 12.52 | 4,809 | 33.47 | ||||
2025-07-30 | 13F | Retirement Planning Group | 74,867 | 2.61 | 8,243 | 21.69 | ||||
2025-07-15 | 13F | BCS Wealth Management | 4,388 | 0.00 | 0 | |||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 1,838 | 202 | ||||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 9,601 | -5.18 | 1,057 | 2.82 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 2,360 | -2.88 | 260 | 15.11 | ||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 3,629 | 0.00 | 400 | 18.75 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1,875,636 | 5.43 | 206,508 | 25.05 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21,070 | 0.97 | 2,320 | 19.72 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 2,404 | 0.00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 1,083,991 | -1.94 | 119,347 | 16.31 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 16,677 | -3.63 | 1,836 | 14.32 | ||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 121,681 | 0.01 | 13,397 | 18.62 | ||||
2025-07-23 | 13F | Charter Trust Co | 6,700 | -0.16 | 738 | 18.49 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 3,827 | 6.75 | 421 | 26.81 | ||||
2025-07-08 | 13F | Next Level Private LLC | 16,358 | -2.22 | 1,801 | 15.97 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 6,846 | -10.71 | 754 | 5.91 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 13,655 | -0.98 | 1,503 | 17.42 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 612 | 0.00 | 67 | 19.64 | ||||
2025-08-15 | 13F | Zuckerman Investment Group, LLC | 2,485 | 274 | ||||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 70,708 | -0.37 | 7,785 | 18.46 | ||||
2025-07-16 | 13F | Amarillo National Bank | 312,922 | -0.68 | 34,453 | 17.80 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 14,696 | 0.01 | 1,618 | 18.62 | ||||
2025-08-12 | 13F | White Pine Capital Llc | 15,556 | -2.66 | 1,713 | 15.44 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 17,044 | 2.90 | 1,877 | 22.06 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 16,509 | 0.01 | 1,818 | 18.60 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 3,592 | 0.06 | 396 | 18.62 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 2,431 | 0.00 | 268 | 18.67 | ||||
2025-08-13 | 13F | West Wealth Group, LLC | 419,087 | -22.80 | 47,918 | -5.60 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3,185 | -2.81 | 351 | 15.13 | ||||
2025-07-14 | 13F | Argentarii, LLC | 2,209 | -8.79 | 243 | 8.48 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 13,007 | -2.87 | 1,432 | 15.21 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 79,056 | -11.01 | 8,704 | 5.55 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 105 | 0.00 | 12 | 22.22 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 2,638 | 0.00 | 290 | 18.85 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 6,324 | 0.00 | 696 | 18.57 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 30,828 | 139.79 | 3,394 | 184.49 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 15,475 | -1.23 | 1,704 | 17.13 | ||||
2025-08-14 | 13F | Brasada Capital Management, Lp | 9,979 | 0.00 | 1,106 | 33.62 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 65,517 | 2.46 | 7,213 | 21.51 | ||||
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 | 452,062 | -10.60 | 49,772 | 6.04 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 18 | 0.00 | 0 | |||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1,008 | 0.00 | 111 | 18.28 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 7,096 | 0.00 | 781 | 18.69 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 691,656 | 4.13 | 76,151 | 23.50 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 174,383 | -5.23 | 19,200 | 12.40 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 125 | 14 | ||||||
2025-08-08 | 13F | Arvest Bank Trust Division | 13,527 | -89.57 | 1,489 | -87.63 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 2,843 | 0.00 | 313 | 19.01 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 251,213 | -8.65 | 27,659 | 8.34 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 114,678 | -7.67 | 13 | 9.09 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,128,060 | -4.22 | 124 | 13.76 | ||||
2025-07-31 | 13F | Pullen Investment Management, LLC | 3,428 | 0.00 | 377 | 18.55 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 82,846 | 8.05 | 9,121 | 28.16 | ||||
2025-08-07 | 13F | Midwest Trust Co | 51,631 | 5,685 | ||||||
2025-07-07 | 13F | Versant Capital Management, Inc | 4,387 | 2,093.50 | 483 | 2,583.33 | ||||
2025-07-10 | 13F | Security National Bank | 14,730 | 35.99 | 1,622 | 61.29 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 6,169 | -6.19 | 679 | 11.31 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 2,619 | 0.00 | 288 | 18.52 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 44,590 | 10.99 | 4,909 | 31.64 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 26,077 | -4.02 | 2,871 | 13.84 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 15,715 | 7.83 | 1,730 | 27.96 | ||||
2025-07-24 | 13F | Lee Financial Co | 364,405 | 2.02 | 40,121 | 21.00 | ||||
2025-06-03 | 13F | Invst, LLC | 141,699 | -40.62 | 13,154 | -45.71 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 45,376,880 | -5.62 | 4,995,995 | 11.94 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 83,883 | -1.46 | 9,236 | 16.87 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 481 | 0.00 | 53 | 18.18 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3,237 | 10.40 | 356 | 30.88 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 4,493 | 0.00 | 495 | 18.47 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 3,601 | 0.08 | 396 | 18.56 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 733,202 | -9.05 | 80,726 | 7.87 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 1,691 | -17.83 | 186 | -2.62 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 12,244 | 28.05 | 1,348 | 51.97 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 29,167 | 0.00 | 3,211 | 18.62 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 9,579 | -23.05 | 1,055 | -8.74 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 216,246 | 0.98 | 23,809 | 19.76 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 32,836 | -0.28 | 3,615 | 18.29 | ||||
2025-07-28 | 13F | Stegner Investment Associates Inc. | 635,921 | -0.21 | 70,015 | 18.36 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 18,009 | -1.05 | 1,983 | 17.35 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 0.00 | 74 | -8.64 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 6,445 | 3.07 | 710 | 22.24 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 252,044 | -12.83 | 27,750 | 3.39 | ||||
2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 2,695 | 0.00 | 297 | 18.40 | ||||
2025-08-04 | 13F | Assetmark, Inc | 149,419 | 13.88 | 16,451 | 35.08 | ||||
2025-08-11 | 13F | Cordatus Wealth Management LLC | 2,200 | 0 | ||||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 5,200 | 0.00 | 573 | 18.67 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 94,128 | -1.30 | 10,363 | 17.07 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 442,922 | -10.38 | 48,766 | 6.29 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3,746,387 | -16.28 | 412,477 | -0.70 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 108,989 | -21.95 | 12,000 | -7.44 | ||||
2025-08-13 | 13F | Saiph Capital, LLC | 221,825 | -10.09 | 24,423 | 6.63 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 82 | 0.00 | 9 | 28.57 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 3,395 | 355 | ||||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 8,955 | 76.98 | 986 | 110.02 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 642 | 0.00 | 71 | 18.64 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 276,164 | 7.20 | 30,406 | 27.15 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 2,146 | 236 | ||||||
2025-08-28 | 13F | Stark Wealth Management LLC | 46,680 | 4,841 | ||||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 13,973 | 21.59 | 1,538 | 44.28 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 108,564 | -14.40 | 11,953 | 1.52 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 4,107 | 0.00 | 381 | -8.41 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 22,045 | -8.82 | 2,427 | 8.16 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 2,405 | 3.57 | 265 | 22.79 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 4,724 | 0.08 | 520 | 18.72 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 9,958 | 1,096 | ||||||
2025-07-25 | 13F | NorthRock Partners, LLC | 61,204 | -5.32 | 6,738 | 12.28 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 370,567 | -7.37 | 40,799 | 9.87 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3,386 | 4.25 | 373 | 23.59 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7,857 | 22.65 | 865 | 45.62 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 7,228 | -0.45 | 796 | 17.95 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 25,104 | 15.93 | 2,764 | 37.46 | ||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 57,768 | -4.70 | 6,580 | 16.94 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 8,753 | -6.31 | 1 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 35,590 | -0.07 | 3,918 | 18.51 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 292,743 | 7.89 | 32,231 | 27.96 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 4,658 | -1.08 | 513 | 17.16 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 2,625 | -21.24 | 289 | -6.47 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 46,875 | 0.26 | 5,161 | 18.89 | ||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 32,416 | 1.03 | 3,569 | 19.85 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 10,598 | -14.28 | 1,167 | 1.66 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 29,277 | -2.70 | 3,223 | 15.40 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 3,234 | -0.37 | 356 | 18.27 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 248,054 | -0.49 | 27,311 | 18.02 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 106,937 | -0.91 | 11,774 | 17.52 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6,181 | -83.40 | 681 | -80.32 | ||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Capital Advantage, Inc. | 11,693 | -74.68 | 1,287 | -72.55 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 104,572 | -0.66 | 11,513 | 17.83 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 2,072 | 228 | ||||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 3,586 | -8.47 | 395 | 8.54 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 68,138 | 0.64 | 7,502 | 19.36 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 2,494 | 0.08 | 275 | 18.61 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 57,924 | 0.66 | 6,377 | 19.40 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 116,304 | -1.49 | 12,805 | 16.84 | ||||
2025-07-28 | 13F | Hudson Capital Management LLC | 25,620 | -33.69 | 2,821 | -21.36 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 206,911 | -1.14 | 22,781 | 17.25 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Franklin Resources Inc | 78,336 | -13.01 | 8,625 | 3.17 | ||||
2025-08-13 | 13F | Amundi | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Baron Wealth Management LLC | 28,784 | 0.09 | 3,169 | 18.73 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 8,811 | 0.00 | 970 | 18.73 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5,193 | -0.50 | 572 | 17.98 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 35,534 | 6.94 | 3,912 | 26.85 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 87,279 | 1.31 | 8,102 | -7.36 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 10,695 | 0.27 | 1,178 | 18.89 | ||||
2025-08-13 | 13F | Solidarilty Wealth, LLC | 1,850 | 204 | ||||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 54,546 | 21.68 | 6,006 | 42.98 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 321,673 | -0.40 | 35,417 | 18.14 | ||||
2025-08-12 | 13F | Bokf, Na | 321,034 | -7.58 | 35,346 | 9.62 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Fortis Capital Management LLC | 2,306 | -37.10 | 254 | -25.59 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6,536 | 24.52 | 720 | 47.64 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 6,729 | 14.56 | 625 | 4.70 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 1,994 | 219 | ||||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 13,350 | 26.48 | 1,470 | 50.05 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 45,243 | -1.58 | 4,981 | 16.73 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3,164 | 0.70 | 348 | 22.11 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 7,645 | 6.18 | 844 | 26.35 | ||||
2025-08-04 | 13F | Hicks Capital Management Llc | 20,253 | -0.25 | 2,230 | 18.31 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1,894 | 0.00 | 209 | 18.86 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1,603 | 0.12 | 176 | 18.92 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 176,037 | -21.53 | 19,382 | -6.93 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 228,223 | 11.60 | 25,127 | 32.37 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 20,182 | -0.90 | 2 | 100.00 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 17,451 | 27.24 | 1,921 | 50.90 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 1,860 | 205 | ||||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 49,231 | 0.00 | 5,420 | 18.63 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 11,808 | -54.81 | 1,300 | -46.39 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 136,599 | -24.95 | 15,040 | -10.99 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 13,492 | 0.01 | 1 | 0.00 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 17,599 | -8.97 | 1,938 | 7.97 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 16,011 | -1.48 | 1,763 | 16.84 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 170,984 | 0.00 | 15,872 | 0.00 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 21,258 | 0.83 | 2,341 | 19.51 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 4,990 | 52.13 | 549 | 80.59 | ||||
2025-07-16 | 13F | Novem Group | 9,396 | 300.51 | 1,034 | 376.50 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 4,241 | -2.30 | 467 | 15.92 | ||||
2025-08-13 | 13F | Kilter Group LLC | 147,983 | -7.37 | 16,293 | 9.87 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 3,000 | 0.00 | 330 | 18.71 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 1,292 | 142 | ||||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 4,418 | 0.55 | 486 | 19.41 | ||||
2025-08-14 | 13F | Glenview Trust Co | 40,539 | 32.95 | 4,463 | 57.70 | ||||
2025-08-14 | 13F | Mariner, LLC | 3,617,068 | -1.24 | 398,234 | 17.13 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 4,722 | -0.40 | 523 | 18.86 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 748,838 | -6.98 | 82,447 | 10.33 | ||||
2025-08-07 | 13F | Summit X, LLC | 10,935 | 1.21 | 1,204 | 20.06 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 66,133 | 1.21 | 7,281 | 20.05 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 182,133 | 0.52 | 20,053 | 19.22 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 32,661 | 0.62 | 4 | 0.00 | ||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 238 | 19.00 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 384,442 | 14.17 | 42,327 | 23.81 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 38,822 | -2.49 | 4 | 33.33 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 16,114 | 2.02 | 1,774 | 21.01 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 13,337 | 2.11 | 1,468 | 21.12 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 38,771 | 6.32 | 4,269 | 26.09 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1,940 | 0.00 | 214 | 18.33 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 2,494 | 1.46 | 275 | 20.18 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 55,458 | 6.20 | 6,106 | 25.95 | ||||
2025-07-25 | 13F | JustInvest LLC | 15,298 | -1.48 | 1,684 | 16.86 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 11,945 | -91.53 | 1,315 | -89.96 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 178,046 | -3.51 | 19,603 | 14.44 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 27,984 | -9.68 | 3,081 | 7.13 | ||||
2025-07-14 | 13F | Ai Financial Services Llc | 2,137 | 235 | ||||||
2025-07-14 | 13F | Friday Financial | 11,744 | 75.21 | 1,293 | 104.43 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 3,750 | 0.00 | 413 | 18.39 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 12,925 | -8.18 | 1,423 | 8.96 | ||||
2025-08-06 | 13F | Chancellor Financial Group WB LP | 8,833 | 0.01 | 973 | 18.68 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 11,224 | 0.00 | 1,236 | 18.64 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 264,742 | 36.86 | 29,148 | 62.33 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 865 | 0.00 | 95 | 18.75 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 7,372 | 0.00 | 812 | 18.57 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 321,976 | -1.36 | 35,450 | 17.00 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 2,718 | 0.00 | 299 | 18.65 | ||||
2025-05-06 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Private Advisory Group LLC | 38,644 | 0.89 | 4,255 | 19.66 | ||||
2025-08-14 | 13F | KKM Financial LLC | 2,500 | 0.00 | 275 | 18.53 | ||||
2025-08-06 | 13F | SP Asset Management LLC | 2,749 | 0.11 | 303 | 18.90 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 8,828 | 0.87 | 972 | 19.70 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 91,594 | 770.17 | 10,085 | 932.14 | ||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 4,200 | -0.69 | 462 | 17.86 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 11,809 | 3.10 | 1,300 | 22.30 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 31,118 | 0.87 | 3,426 | 32.18 | ||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 2,724 | -12.80 | 300 | 3.10 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,275 | 250 | ||||||
2025-07-09 | 13F | Bulwark Capital Corp | 1,044 | 115 | ||||||
2025-08-08 | 13F | VeraBank, N.A. | 5,059 | 557 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 162,247 | -13.94 | 17,863 | 2.07 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1,453 | 0.00 | 160 | 18.66 | ||||
2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 6,554 | -0.86 | 722 | 17.62 | ||||
2025-07-30 | 13F | Covenant Partners, LLC | 1,733 | 0.00 | 191 | 18.75 | ||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 4,625 | -37.96 | 509 | -26.45 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 73,458 | -0.28 | 8,088 | 18.28 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 140,016 | -1.47 | 15,416 | 16.86 | ||||
2025-04-23 | 13F | Sabal Trust CO | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 151,746 | -7.69 | 16,707 | 9.48 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 34,760 | -2.32 | 3,827 | 15.86 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 1,950 | 215 | ||||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,318 | 0.00 | 145 | 18.85 | ||||
2025-07-08 | 13F | Morris Retirement Advisors, LLC | 2,748 | 0.07 | 303 | 18.90 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 8,267 | -2.98 | 910 | 15.04 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 9,009 | -0.87 | 992 | 17.56 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 42,444 | 0.00 | 4,673 | 18.60 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 127,678 | -64.73 | 14,057 | -58.17 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 5,628 | 0.09 | 620 | 18.81 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 1,076 | 0.00 | 118 | 19.19 | ||||
2025-07-18 | 13F | Vicus Capital | 4,995 | 0.08 | 550 | 18.57 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 2,298 | 0.00 | 253 | 18.31 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 9,834 | -4.65 | 1,083 | 13.06 | ||||
2025-08-04 | 13F | Ledyard National Bank | 2,371 | -4.36 | 261 | 13.48 | ||||
2025-08-13 | 13F | Whalerock Point Partners, Llc | 2,646 | 0.00 | 291 | 18.78 | ||||
2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4,172 | 0.02 | 459 | 12.78 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Concord Wealth Partners | 551 | 0.00 | 61 | 17.65 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 4,008 | 0.00 | 441 | 18.55 | ||||
2025-08-08 | 13F | Wealth Alliance | 222,982 | 15.40 | 24,550 | 36.88 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 965 | 0.00 | 106 | 19.10 | ||||
2025-08-07 | 13F | Davis R M Inc | 7,363 | 33.68 | 811 | 58.51 | ||||
2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 520,000 | -26.76 | 57,252 | -13.13 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 24,248 | -9.19 | 2,670 | 7.71 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 640 | 0.00 | 0 | |||||
2025-07-11 | 13F | LongView Wealth Management | 10,811 | 0.88 | 1,190 | 19.72 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 292 | 0.00 | 32 | 18.52 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 58,867 | 1.24 | 6,481 | 20.09 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 38,542 | -13.27 | 4,244 | 2.86 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 9,291 | 0.00 | 1,023 | 18.56 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 19,724 | -4.87 | 2,172 | 12.84 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 36,365 | -53.30 | 4,004 | -44.63 | ||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 12,609 | 1.87 | 1,388 | 20.80 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 2,921 | 0.62 | 322 | 19.33 | ||||
2025-07-21 | 13F | Hilltop National Bank | 30,573 | -5.17 | 3,366 | 2.84 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 67,704 | 342.42 | 7,454 | 424.93 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 2,427 | 0.00 | 267 | 18.67 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 2,572 | 0.78 | 283 | 19.92 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 10,954 | -16.43 | 1,206 | -0.90 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 744,016 | 104.42 | 81,916 | 142.45 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 2,040 | 225 | ||||||
2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | McAdam, LLC | 2,443 | -4.01 | 269 | 13.56 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 14,323 | -1.25 | 1,577 | 17.09 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 6,552 | -5.51 | 721 | 12.13 | ||||
2025-04-25 | 13F | Unified Investment Management | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 228,782 | -38.00 | 25,189 | -26.46 | ||||
2025-08-12 | 13F | Sfmg, Llc | 4,738 | 5.50 | 522 | 25.24 | ||||
2025-07-30 | 13F | Whittier Trust Co | 19,452 | -2.83 | 2,142 | 15.23 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 3,365 | 378 | ||||||
2025-08-14 | 13F | Dimension Capital Management Llc | 6,490 | 0.00 | 715 | 18.60 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 2,781 | 0.00 | 306 | 18.60 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 8,323 | 0.00 | 916 | 18.65 | ||||
2025-04-14 | 13F | Sunflower Bank, N.A. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 87 | 1.16 | 10 | 12.50 | ||||
2025-08-06 | 13F | Washington Trust Bank | 10,679 | -4.08 | 1,176 | 13.75 | ||||
2025-08-19 | 13F | Element Pointe Advisors, Llc | 85,692 | 0.00 | 9,435 | 18.61 | ||||
2025-08-06 | 13F | Blue Investment Partners LLC | 2,229 | 0.00 | 245 | 18.93 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 33,850 | -26.45 | 3,727 | -12.78 | ||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2,320 | 0.00 | 255 | 18.60 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 2,224 | -5.12 | 245 | 12.44 | ||||
2025-07-07 | 13F | HMS Capital Management, LLC | 7,210 | -5.26 | 794 | 24.10 | ||||
2025-07-08 | 13F | TL Private Wealth | 10,320 | 0.33 | 1,137 | 33.18 | ||||
2025-07-09 | 13F | David J Yvars Group | 2,196 | 242 | ||||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 31,131 | 0.43 | 3,427 | 19.12 | ||||
2025-05-14 | 13F | Laffer Investments | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 20,687 | 0.02 | 2,278 | 18.66 | ||||
2025-07-16 | 13F | Instrumental Wealth, Llc | 147,101 | 2.61 | 16,359 | 21.26 | ||||
2025-07-08 | 13F | Persium Advisors, LLC | 2,406 | 0.00 | 265 | 18.39 | ||||
2025-07-29 | 13F | Progressive Investment Management Corp | 14,000 | 0.00 | 1,541 | 18.63 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 4,193 | 0.00 | 462 | 18.51 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 27,280 | 3.04 | 3,004 | 22.22 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 18,424 | 2,028 | ||||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 59,307 | -1.53 | 6,530 | 16.78 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 85,127 | -7.34 | 9,372 | 9.90 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 4,444 | 22.49 | 489 | 45.54 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 322,406 | -3.87 | 35,497 | 14.01 | ||||
2025-04-14 | 13F | Northstar Advisory Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Red Tortoise LLC | 1,316 | 0.00 | 145 | 18.03 | ||||
2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 4,207 | -9.66 | 463 | 7.18 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 64,188 | 3.50 | 7,435 | 31.76 | ||||
2025-08-01 | 13F | First National Trust Co | 10,503 | -3.60 | 1,156 | 14.34 | ||||
2025-08-14 | 13F | Private Wealth Advisors, LLC | 71,295 | 0.01 | 7,850 | 18.62 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 31,032 | 253.04 | 3,417 | 319.14 | ||||
2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 78,614 | 0.61 | 8,655 | 19.33 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 8,485 | 11.92 | 934 | 32.86 | ||||
2025-07-18 | 13F | Community Financial Services Group, LLC | 2,676 | 0.00 | 295 | 18.55 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 31,307 | 1.86 | 3,448 | 20.82 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 84,919 | -10.12 | 9,298 | 6.32 | ||||
2025-07-15 | 13F | Pictet North America Advisors SA | 4,872 | 0.00 | 536 | 18.58 | ||||
2025-07-17 | 13F | Western Financial Corp/CA | 2,951 | -11.75 | 325 | 4.52 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 51,455 | 15.56 | 5,665 | 37.07 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 225,622 | -1.21 | 24,841 | 17.17 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 259,097 | 30.52 | 29 | 55.56 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 17,273 | -5.30 | 1,902 | 12.29 | ||||
2025-08-14 | 13F | Wimmer Associates 1, Llc | 6,300 | 0.00 | 694 | 7.44 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2,400 | 0.00 | 264 | 18.92 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 26,117 | 57.57 | 2,875 | 86.93 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 13,121 | 0.11 | 1,445 | 18.75 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 13,367 | -14.68 | 1,472 | 1.17 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2,105 | 6.31 | 195 | -2.99 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 19,742 | 0.00 | 2,174 | 18.61 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 34,915 | 0.58 | 3,844 | 19.30 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 7,608 | -3.83 | 838 | 14.03 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 314,771 | -24.42 | 34,656 | -10.36 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 1,536 | 0.00 | 169 | 19.01 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 2,588 | 285 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 258,099 | 48.04 | 28,417 | 75.58 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12,021 | -27.35 | 1,324 | -13.81 | ||||
2025-07-31 | 13F | GenTrust, LLC | 5,000 | 0.00 | 550 | 18.53 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 16,259 | -1.05 | 1,790 | 17.38 | ||||
2025-08-06 | 13F | North Capital, Inc. | 25 | 0.00 | 3 | 0.00 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 92,389 | 22.55 | 8,620 | 13.06 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,075 | -7.20 | 228 | 10.14 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3,173,225 | -0.78 | 349,197 | 17.58 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 615,606 | 1.47 | 68,209 | 21.11 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 78,634 | 4.25 | 8,658 | 23.65 | ||||
2025-07-14 | 13F | Shearwater Capital LLC | 3,830 | 0.00 | 422 | 18.59 | ||||
2025-07-07 | 13F | RDA Financial Network | 2,805 | -18.98 | 309 | -4.05 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4,510 | 1.30 | 497 | 20.10 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 127,678 | 6.92 | 11,852 | -3.08 | ||||
2025-07-23 | 13F | Foundation Wealth Management, LLC | 363,453 | 1.18 | 40,015 | 20.00 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 6,952 | 0.00 | 1 | |||||
2025-08-07 | 13F | Summit Asset Management, LLC | 4,646 | -1.09 | 512 | 17.20 | ||||
2025-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Quintet Private Bank (Europe) S.A. | 175 | 0.00 | 19 | 18.75 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 2,728 | 12.08 | 300 | 33.33 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 17,680 | 175.09 | 708 | 18.62 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 7,764 | 0.00 | 855 | 18.61 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 2,414 | 0.25 | 266 | 18.83 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2,813 | 2.07 | 310 | 21.18 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 3,021 | 0.00 | 333 | 18.57 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 3,628,273 | -7.98 | 399 | 9.02 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 511 | 0.00 | 56 | 19.15 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 6,218 | 633.25 | 685 | 776.92 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,244,255 | -5.60 | 247 | 12.27 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 32,856 | -0.78 | 3,617 | 17.70 | ||||
2025-08-11 | 13F | Anb Bank | 2,185 | -3.49 | 241 | 14.29 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F | 116,000 | -14.07 | 12,772 | 1.91 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 78,210 | 69.64 | 8,611 | 101.22 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 641,855 | -2.54 | 70,668 | 15.60 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 20,646 | 11.32 | 2,273 | 32.07 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 9,009 | 31.71 | 992 | 56.31 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 5,366 | 0.00 | 591 | 18.47 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 146,208 | -8.74 | 16,097 | 8.24 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,373 | 0.07 | 151 | 18.90 | ||||
2025-04-29 | 13F | Hm Payson & Co | 18,170 | 3.56 | 1,687 | -5.33 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 11,796 | 0.00 | 1,299 | 18.54 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 15,619 | -0.51 | 1,720 | 17.98 | ||||
2025-07-15 | 13F | Bank Of Stockton | 10,395 | 40.85 | 1,144 | 67.01 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 3,243 | -3.65 | 357 | 14.42 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3,201 | 1.55 | 352 | 26.62 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2,735 | 0.00 | 301 | 18.97 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 6,606 | -8.31 | 727 | 8.83 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 103,618 | 30.58 | 11,408 | 54.87 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 355 | 0.00 | 39 | 21.88 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 2,034 | 224 | ||||||
2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | -641 | -36.03 | -71 | -24.73 | |||
2025-08-08 | 13F | Blankinship & Foster, LLC | 11,130 | -5.02 | 1,225 | 12.70 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 143,948 | 25.29 | 15,849 | 48.60 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 2,827 | 311 | ||||||
2025-08-11 | 13F | Tidemark, LLC | 7,570 | -3.22 | 833 | 14.74 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 8,866 | 19.47 | 976 | 41.86 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 10,095 | 0.00 | 1,111 | 18.57 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 260,255 | -10.36 | 28,654 | 6.32 | ||||
2025-08-05 | 13F | Rockline Wealth Management, LLC | 1,841 | 203 | ||||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 28,005 | 3.88 | 3,083 | 23.22 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 600 | 0.00 | 0 | |||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 74 | 8 | ||||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 3,728 | -5.26 | 410 | 12.33 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 1,853 | 204 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 17,997 | 166.46 | 1,971 | 215.20 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2,007 | -0.25 | 221 | 18.28 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 2,294 | -1.21 | 253 | 17.21 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 100,205 | 15.98 | 11,033 | 37.56 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 3,808 | -10.63 | 419 | 6.08 | ||||
2025-05-14 | 13F | Winslow Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 36,704 | -0.02 | 4,041 | 18.57 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 452 | 0.00 | 50 | 19.51 | ||||
2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 3,109 | 4.33 | 342 | 23.91 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 5,319 | 0.00 | 586 | 18.66 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 34,297 | 0.03 | 3,776 | 18.67 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 23,109 | -8.05 | 2,544 | 9.09 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 5,721 | 0.05 | 630 | 18.68 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 2,500 | 0.00 | 275 | 18.53 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 112,218 | 4.20 | 12,333 | 29.44 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 4,694 | 59.44 | 517 | 89.01 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 4,582 | 0.00 | 504 | 18.59 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 15,086 | 0.03 | 1,661 | 18.66 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 26,099 | 4.11 | 2,873 | 23.46 | ||||
2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 7,318 | 0.00 | 806 | 18.56 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 2,190 | 0.05 | 241 | 18.72 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 5,524 | 0.00 | 608 | 18.75 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 80,345 | 3.52 | 8,846 | 22.79 | ||||
2025-07-14 | 13F | Legacy Capital Group California, Inc. | 3,301 | -35.22 | 363 | -23.26 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 4,632 | 510 | ||||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 10,669 | 54.51 | 1,175 | 83.44 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 11,560 | 0.00 | 1,073 | 0.00 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 4,861 | -46.68 | 535 | -36.76 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 12,774 | 1.11 | 1 | 0.00 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 169,413 | -5.50 | 19,251 | 15.68 | ||||
2025-07-10 | 13F | Trust Point Inc. | 151,750 | -0.07 | 16,708 | 18.52 | ||||
2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 68,171 | -23.84 | 7,506 | -9.68 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 5,566 | 0.00 | 613 | 18.60 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 150,916 | -4.87 | 16,616 | 12.82 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 27,319 | 1.22 | 3,008 | 20.04 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 8,449 | 16.47 | 930 | 38.19 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 18,718 | 4.90 | 2,061 | 24.40 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 13,709 | -10.57 | 1,509 | 6.12 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 55,458 | 6,106 | ||||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 11,420 | 0.00 | 1,257 | 18.58 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 5,902 | -23.41 | 650 | -9.23 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 6,247 | 3.74 | 688 | 20.74 | ||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 22,243 | 73.72 | 2,449 | 106.06 | ||||
2025-07-31 | 13F | Longview Financial Advisors, Inc. | 2,314 | 0.13 | 255 | 18.69 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 20,297 | 1.52 | 2,235 | 20.37 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 4,256,548 | -2.02 | 468,646 | 16.21 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 3,290 | 11.07 | 362 | 32.12 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 4,383 | 483 | ||||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 17,381 | -5.12 | 1,914 | 12.53 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 2,340 | 258 | ||||||
2025-08-12 | 13F | Power Wealth Management Llc | 24,250 | -4.10 | 2,670 | 13.72 | ||||
2025-08-14 | 13F | Beacon Investment Advisors Llc | 9,200 | -1.51 | 1,007 | 16.15 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 5,245 | -20.35 | 577 | -5.56 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 10,743 | 5.27 | 1,183 | 24.92 | ||||
2025-07-10 | 13F | Polianta Ltd | 77,900 | 9 | ||||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 1,919 | 216 | ||||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 1,590,498 | 2,292 | ||||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 23,851 | 0.11 | 2,626 | 18.72 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 9,246 | 61.33 | 1,018 | 91.35 | ||||
2025-08-14 | 13F | Family Management Corp | 5,054 | 6.40 | 556 | 26.36 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 4,084 | 0.39 | 450 | 19.10 | ||||
2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 4,519 | -0.04 | 498 | 18.62 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 112 | 12 | ||||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 17,715 | -11.88 | 1,950 | 4.50 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 1,326 | 0.00 | 146 | 17.89 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 24,669 | 87.24 | 2,716 | 122.08 | ||||
2025-07-15 | 13F | Graypoint LLC | 245,528 | 6.16 | 27,033 | 25.91 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 33,926 | -0.16 | 3,735 | 18.42 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 17,729 | 162.85 | 1,952 | 211.66 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 27,414 | 0.38 | 3,018 | 19.05 | ||||
2025-08-14 | 13F | Comerica Bank | 985,456 | 0.05 | 108,499 | 18.66 | ||||
2025-07-11 | 13F | Diversified Trust Co | 12,117 | 21.06 | 1,334 | 43.60 | ||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 40,490 | 7.01 | 4,458 | 26.91 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 3,435 | 0.00 | 378 | 18.87 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 17,653 | -28.80 | 1,944 | -15.56 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 423 | 655.36 | 47 | 820.00 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 8,950 | 0.00 | 985 | 18.67 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 290 | 0.00 | 32 | 19.23 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 5,163 | -0.15 | 568 | 18.33 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 485,530 | -64.53 | 53 | -60.45 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 9,690 | -14.97 | 1,067 | 0.85 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 6,776 | -7.82 | 629 | -15.68 | ||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 2,360 | 0.00 | 260 | 8.37 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 423,504 | -0.10 | 46,628 | 18.49 | ||||
2025-07-17 | 13F | Greenleaf Trust | 341,181 | 0.66 | 37,564 | 19.39 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 3,230 | 6.81 | 356 | 26.79 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 3,468 | 0.12 | 382 | 18.69 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 18,777 | -10.22 | 2,067 | 6.49 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 284 | 0.00 | 31 | 19.23 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 90,651 | 7.29 | 9,981 | 27.25 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 2,088 | 230 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 666,017 | -8.70 | 73,329 | 8.29 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 2,002 | 10.91 | 220 | 31.74 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 4,346 | -0.46 | 503 | 21.79 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 44 | 0.00 | 5 | 0.00 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6,358 | 7.64 | 700 | 27.74 | ||||
2025-07-07 | 13F | Investors Research Corp | 3,493 | 51.47 | 385 | 79.44 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1,829,233 | 13.19 | 201,399 | 34.25 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,656,326 | -0.21 | 182,361 | 18.35 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 62,833 | 4.10 | 6,918 | 23.47 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 16,206 | -1.41 | 1,784 | 16.98 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | RKL Wealth Management LLC | 65,460 | -3.65 | 7,207 | 14.29 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 3,188 | 9.70 | 351 | 30.48 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 79,900 | 0.08 | 8,797 | 18.70 | ||||
2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 9,316 | -0.08 | 1,020 | 17.92 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 12 | 0.00 | 1 | 0.00 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 7,867 | 0.00 | 866 | 18.63 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 15,422 | 0.92 | 1,698 | 19.75 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 2,574 | 18.84 | 283 | 40.80 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 11,118 | -1.65 | 1,224 | 16.68 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 555 | 15.38 | 61 | 38.64 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 11,768 | -21.85 | 1,296 | -7.30 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7,028 | 7.38 | 774 | 27.35 | ||||
2025-08-05 | 13F | LTG Capital LLC | 11,159 | -0.71 | 1,229 | 17.74 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 7,624 | -7.37 | 839 | 9.82 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 38,370 | -0.93 | 3,562 | -9.44 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 94,914 | -10.04 | 10,450 | 6.71 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 5,978 | -15.30 | 658 | 0.46 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 150 | 0.00 | 16 | 23.08 | ||||
2025-07-29 | 13F | Regions Financial Corp | 2,786,865 | 0.29 | 306,834 | 18.95 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 6,234 | -10.21 | 686 | 6.52 | ||||
2025-08-18 | 13F | Old North State Trust, LLC | 5,050 | 25.78 | 1 | |||||
2025-07-08 | 13F | Rise Advisors, LLC | 820 | 0.12 | 90 | 18.42 | ||||
2025-07-11 | 13F | Arrow Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 1,933 | 213 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 9,258 | -4.61 | 1,019 | 13.22 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 88,096 | -62.97 | 9,699 | -56.08 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 56,609 | -13.54 | 6,233 | 2.55 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 5,784 | 637 | ||||||
2025-08-08 | 13F | Renasant Bank | 26,340 | -31.29 | 2,900 | -18.49 | ||||
2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 12,553 | -2.32 | 1,382 | 15.94 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 579 | 6.24 | 64 | 14.55 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 33,500 | 0.00 | 3,688 | 18.62 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 2,484 | 0.00 | 273 | 18.70 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 45,118 | -0.97 | 4,967 | 17.45 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 9,764 | 0.00 | 1,075 | 18.65 | ||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 58,061 | -5.86 | 6,393 | 11.65 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 2,100 | 231 | ||||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 6,804 | 0.00 | 749 | 18.70 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 15,660 | 1.44 | 1,724 | 20.31 | ||||
2025-08-01 | 13F | Howard Capital Management Inc. | 99,888 | -2.29 | 10,998 | 15.89 | ||||
2025-08-11 | 13F | Strategic Equity Management | 5,129 | -95.80 | 565 | -95.03 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 248,604 | 65.98 | 27 | 107.69 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 2,999 | -0.10 | 330 | 18.71 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 276 | -84.84 | 30 | -83.70 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,092 | 0.00 | 120 | 18.81 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 2,589 | 0.00 | 285 | 18.75 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 6,056 | -14.29 | 667 | 1.68 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 3,436 | 0.00 | 378 | 18.87 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 141 | 193.75 | 16 | 300.00 | ||||
2025-08-14 | 13F | Harvey Capital Management Inc | 6,975 | 0.00 | 760 | 17.47 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 10,069 | 0.02 | 1,109 | 18.63 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,100 | 0.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 189,777 | -13.49 | 20,894 | 2.60 | ||||
2025-05-14 | 13F | Prosperitas Financial LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 1,082,937 | 0.67 | 119,231 | 19.40 | ||||
2025-08-11 | 13F | Lighthouse Financial LLC | 22,638 | -2.03 | 2,492 | 16.23 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2,638 | 1.85 | 290 | 20.83 | ||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 52,872 | 6.65 | 4,908 | -2.48 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 17,120 | 0.00 | 1,885 | 16.30 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 88,328 | 2.33 | 9,725 | 21.35 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 2,397 | -10.19 | 264 | 6.48 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 82,411 | -40.28 | 9,073 | -29.17 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 49,245 | -7.36 | 5,422 | 9.87 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 248,802 | 17.82 | 27,393 | 39.74 | ||||
2025-04-23 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 113,773 | 75.18 | 12,526 | 107.80 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 5,697 | -0.49 | 627 | 18.08 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 44,750 | 17.76 | 4,927 | 39.67 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 8,499,823 | 6.89 | 935,874 | 26.77 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 70,173 | -10.74 | 7,726 | 5.88 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 143,761 | 12.84 | 15,828 | 33.84 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 6,713 | -11.34 | 739 | 5.27 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 254,899 | 1.83 | 28,064 | 20.78 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 24,008 | -0.56 | 2,643 | 17.94 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 5,807 | 9.11 | 639 | 29.35 | ||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 13,840 | 0.00 | 1,524 | 18.61 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 398 | 11.80 | 44 | 30.30 | ||||
2025-08-13 | 13F | M&t Bank Corp | 4,250,432 | -5.75 | 467,973 | 11.79 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 2,155 | 0.00 | 237 | 18.50 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 950 | 0.00 | 105 | 18.18 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 3,209 | 0.09 | 353 | 18.86 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 13,481 | -0.39 | 1,484 | 18.15 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 241,360 | 32.05 | 26,574 | 43.20 | ||||
2025-08-05 | 13F | Key FInancial Inc | 26,097 | 0.00 | 2,873 | 18.62 | ||||
2025-08-12 | 13F | Landing Point Financial Group, LLC | 3,180 | 0.00 | 350 | 18.64 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 1,131 | 124 | ||||||
2025-07-30 | 13F | Probity Advisors, Inc. | 506,561 | 1.10 | 55,772 | 19.91 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 2,575 | -4.31 | 284 | 13.65 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5,352 | 0.00 | 589 | 18.75 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 7,583 | -10.98 | 835 | 5.57 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 7,760 | -3.19 | 854 | 14.78 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 7,520 | -3.84 | 828 | 14.07 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 302,048 | -4.18 | 33,256 | 13.64 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 10,738 | -1.00 | 1,182 | 22.87 | ||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 9,393 | 1,034 | ||||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 4,307 | -8.42 | 474 | 8.72 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 26,691 | 1.22 | 2,939 | 20.07 | ||||
2025-07-22 | 13F | CPR Investments Inc. | 5,247 | 578 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Dynamic Financial Group | 5,383 | 11.36 | 593 | 32.14 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 25,383 | -2.83 | 2,795 | 5.75 | ||||
2025-05-14 | 13F | Accredited Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Financial Management Network Inc | 71,117 | -0.84 | 7,880 | 30.73 | ||||
2025-07-24 | 13F | Stiles Financial Services Inc | 3,305 | 0.00 | 364 | 18.63 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 2,988 | -1.94 | 329 | 16.31 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 7,632 | -0.13 | 840 | 18.48 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 29,527 | -8.49 | 3,251 | 8.51 | ||||
2025-08-13 | 13F | Alerus Financial Na | 22,512 | 0.21 | 2,479 | 18.85 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 112,181 | -4.18 | 12,351 | 13.65 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 22,534 | -4.63 | 2,481 | 13.13 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 3,009 | 0.00 | 331 | 18.64 | ||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 106,988 | -0.79 | 11,779 | 17.67 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 99,572 | -7.39 | 10,963 | 9.83 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11,432 | 20.51 | 1,259 | 42.95 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 2,325 | 0 | ||||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 212,095 | -10.72 | 23,352 | 5.90 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 154,835 | -0.19 | 17 | 21.43 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 224,702 | -14.18 | 24,740 | 1.79 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 9,032 | 994 | ||||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 8,430 | 928 | ||||||
2025-08-08 | 13F | IMA Wealth, Inc. | 1,031 | 0.00 | 114 | 18.95 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 12,389 | -5.60 | 1,364 | 11.99 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 155,923 | 0.00 | 17,167 | 18.61 | ||||
2025-08-08 | 13F | Calamos Advisors LLC | 47,520 | 7.78 | 5,232 | 27.83 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24,558 | -5.51 | 2,704 | 11.23 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 228,650 | 1.67 | 25,174 | 20.58 | ||||
2025-07-16 | 13F | ORG Partners LLC | 15,356 | 163.80 | 1,673 | 207.54 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 14,102 | 0.00 | 1,553 | 18.56 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 30,918 | 0.00 | 3,404 | 18.61 | ||||
2025-08-08 | 13F | First Western Trust Bank | 25,966 | 0.00 | 2,859 | 18.59 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 11,450 | -20.16 | 1,261 | -5.33 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 67,540 | -10.72 | 7,436 | 5.90 | ||||
2025-07-18 | 13F | Cooper Financial Group | 12,233 | -48.50 | 1,347 | -38.96 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 5,562 | 0.00 | 612 | 18.60 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 18,743 | -6.13 | 2,064 | 11.33 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 20,338 | -2.69 | 2,239 | 15.41 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2,827 | 293 | ||||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 0 | -100.00 | 0 | |||||
2025-05-01 | 13F | Lane & Associates LLC | 24,255 | -1.63 | 2,252 | -12.34 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 324,536 | -56.57 | 35,731 | -48.48 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 189,534 | -0.23 | 20,868 | 18.33 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 9,538 | -23.00 | 1,050 | -8.62 | ||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 2,292 | 0.00 | 252 | 18.87 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 66,543 | -1.28 | 7,326 | 17.08 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 5,087 | -2.06 | 560 | 16.18 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 221,662 | 0.83 | 24,405 | 19.59 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Graney & King, LLC | 817 | -3.20 | 90 | 14.10 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 8,742 | -0.42 | 963 | 18.18 | ||||
2025-07-17 | 13F | KWB Wealth | 9,711 | 0.02 | 901 | -8.53 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 11,012 | 0.00 | 1,212 | 18.59 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 8,078 | 0.97 | 889 | 19.81 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Mason & Associates, LLC | 37,721 | -0.27 | 4,153 | 18.29 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29,875 | 53.99 | 3,289 | 82.62 | ||||
2025-05-02 | 13F | Strata Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 66,262 | -26.04 | 7,295 | -12.28 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 291,475 | 39.66 | 27,058 | 27.69 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 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 | 1,809,791 | -8.88 | 199,258 | 8.07 | ||||
2025-08-05 | 13F | Garrison Bradford & Associates Inc | 677 | 0.00 | 75 | 19.35 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3,800 | 0.00 | 418 | 18.75 | ||||
2025-07-25 | 13F | Gordian Advisors LLC | 2,616 | 0.00 | 288 | 19.01 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 3,275 | 0.00 | 361 | 18.42 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Advisory Alpha, LLC | 2,655 | 292 | ||||||
2025-08-14 | 13F | Sentinus, LLC | 127,522 | -14.92 | 14,040 | 0.91 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 3,833 | 0.00 | 422 | 18.87 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 9,068 | 0.09 | 998 | 18.67 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 10,153 | -0.66 | 1,118 | 17.83 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Rossmore Private Capital | 27,172 | 0.00 | 2,992 | 18.60 | ||||
2025-07-15 | 13F | Floyd Financial Group Llc | 3,986 | 0.00 | 442 | 19.19 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 27,399 | 0.00 | 3 | 50.00 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 2,778 | 0.00 | 306 | 18.68 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 255,430 | -11.59 | 28,123 | 4.86 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 101,214 | 2.73 | 11,144 | 21.83 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 288,427 | 21.09 | 31,756 | 43.61 | ||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 22,629 | -0.30 | 2,491 | 18.22 | ||||
2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | May Hill Capital, LLC | 50,753 | 143.06 | 5,588 | 188.29 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 90,280 | 903.89 | 9,940 | 1,091.73 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 1,063 | 0.09 | 117 | 19.39 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 108,028 | 0.11 | 11,894 | 18.73 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6,409 | 0.27 | 706 | 18.89 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 105,043 | 0.66 | 11,565 | 19.39 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 26,469 | 1.28 | 2,914 | 20.12 | ||||
2025-05-14 | 13F | Corebridge Financial, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 173,164 | 26.10 | 19,065 | 49.56 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 12,077 | 0.00 | 1,316 | 29.66 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,843 | 39.95 | 644 | 66.15 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 59,238 | -0.84 | 6,522 | 17.62 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 8,719 | -52.78 | 960 | -44.05 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 6,832 | 0.00 | 752 | 18.61 | ||||
2025-08-12 | 13F | MAI Capital Management | 1,114,092 | 5.88 | 122,662 | 25.58 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 6,748 | 0.07 | 743 | 18.72 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 72,578 | -0.06 | 7,991 | 18.53 | ||||
2025-07-29 | 13F | Parthenon Llc | 5,136 | 0.00 | 565 | 18.70 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 11,494 | 5.67 | 1,265 | 25.37 | ||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 334,529 | -1.16 | 36,832 | 17.23 | ||||
2025-04-15 | 13F | Collier Financial | 1,232 | -98.48 | 114 | -98.62 | ||||
2025-07-08 | 13F | Little House Capital Llc | 3,913 | 0.00 | 431 | 18.46 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 409,110 | -7.13 | 45,043 | 10.14 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 164,057 | 5.44 | 18,063 | 25.06 | ||||
2025-08-12 | 13F | Centric Wealth Management | 1,927 | 221 | ||||||
2025-08-06 | 13F | Able Wealth Management LLC | 14,117 | 17.21 | 1,554 | 39.12 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 15,769 | -2.17 | 1,736 | 16.04 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 285,670 | -44.34 | 31,452 | -33.99 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 4,842 | -27.66 | 528 | -12.02 | ||||
2025-08-15 | 13F | Morgan Stanley | 33,994,243 | 3.20 | 3,742,766 | 22.40 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 10,521 | -10.61 | 1,158 | 6.04 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 15,790 | -10.91 | 1,737 | 5.53 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 276,280 | -2.27 | 30,418 | 15.91 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 16,503 | -2.79 | 1,817 | 15.30 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 25,654 | -1.29 | 2,825 | 17.08 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 101,390 | 0.95 | 11,163 | 19.74 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 32,969 | -2.38 | 3,630 | 15.76 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 1,162 | 0.00 | 128 | 18.69 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 2,092 | 230 | ||||||
2025-07-14 | 13F | GAMMA Investing LLC | 6,889 | 21.99 | 758 | 44.66 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 1,840 | 203 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 35,073 | -6.88 | 3,862 | 10.44 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 5,277 | 6.71 | 581 | 26.58 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 3,963 | -2.37 | 436 | 15.96 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18,003 | 142.27 | 1,982 | 187.66 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1,066,510 | 14.99 | 117,423 | 36.39 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 679,544 | 487.92 | 74,818 | 597.33 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1,246,383 | 0.02 | 137,227 | 18.62 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 444 | 0.00 | 0 | |||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 171,496 | 0.76 | 18,882 | 19.50 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 4,904 | 0.00 | 540 | 18.46 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4,942 | 0.00 | 544 | 18.78 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 2,790 | -4.78 | 307 | 13.28 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 323,169 | -2.17 | 35,581 | 16.03 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 7,129,475 | 0.61 | 784,958 | 19.33 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 7,564 | 0.00 | 702 | -10.12 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 4,914 | -0.12 | 541 | 18.42 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 5,987 | -0.03 | 659 | 18.74 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 663,805 | 1.99 | 73,343 | 21.39 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7,710 | -14.54 | 849 | 1.31 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 5,478 | -8.21 | 603 | 8.84 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 297 | 0.00 | 33 | 18.52 | ||||
2025-07-16 | 13F | Fischer Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 18,446 | -1.34 | 2,031 | 17.00 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | North Forty Two & Co. | 1,972 | 217 | ||||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 59,691 | -1.61 | 6,572 | 16.71 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 50,650 | -12.22 | 5,577 | 4.11 | ||||
2025-05-06 | 13F | Mendel Money Management | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 11,262 | 0.00 | 1,240 | 18.56 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1,448 | 0.00 | 159 | 18.66 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 69,402 | -57.80 | 7,641 | -52.18 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 178,398 | 0.47 | 19,642 | 19.16 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6,097 | 671 | ||||||
2025-08-13 | 13F | JT Stratford LLC | 37,232 | -3.86 | 4,099 | 14.05 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 9,924 | -1.42 | 1,093 | 16.92 | ||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 2,790 | -8.88 | 319 | 12.32 | ||||
2025-08-19 | 13F | Cim, Llc | 2,577 | -61.03 | 284 | -53.83 | ||||
2025-08-08 | 13F | Bailard, Inc. | 21,889 | -4.78 | 2,410 | 12.94 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 65 | 0.00 | 7 | 16.67 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 8,850 | 0.00 | 974 | 18.64 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 4,946 | 11.93 | 545 | 32.68 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3,963 | 0.08 | 436 | 18.80 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 389,297 | -1.45 | 42,862 | 16.88 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 2,275 | -1.09 | 250 | 17.37 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 4,876 | 537 | ||||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 12,079 | 21.02 | 1,330 | 43.52 | ||||
2025-07-31 | 13F | Ingalls & Snyder Llc | 3,409 | 0.00 | 0 | |||||
2025-07-21 | 13F | Crews Bank & Trust | 2,360 | 0.00 | 260 | 18.26 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 48,576 | 0.10 | 5,348 | 18.74 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 6,299 | -7.27 | 1 | |||||
2025-07-08 | 13F | Lpwm Llc | 19,058 | -2.32 | 2,098 | 15.85 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 4,690 | -3.10 | 516 | 14.92 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 5,162 | 8.81 | 568 | 29.09 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 8,031 | -1.52 | 884 | 16.93 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 7,139 | 0.01 | 786 | 17.14 | ||||
2025-07-15 | 13F | Norden Group Llc | 83,915 | -65.15 | 9,239 | -58.67 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 2,400 | 0.00 | 264 | 18.92 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 1,984 | 0 | ||||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 265 | 0.00 | 29 | 16.67 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10,366 | -11.05 | 1,141 | 5.55 | ||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 54,628 | -0.72 | 6,015 | 17.76 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 24,583 | -48.74 | 2,707 | -33.17 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 763,497 | 44.21 | 84,061 | 71.04 | ||||
2025-07-23 | 13F | Cfm Wealth Partners Llc | 11,599 | -1.86 | 1,277 | 16.41 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 8,878 | 0.00 | 978 | 18.57 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 4,370 | 5.79 | 481 | 25.59 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 44,479 | 16.42 | 4,897 | 38.10 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 61,953 | -8.38 | 6,821 | 8.67 | ||||
2025-08-13 | 13F | Black Cypress Capital Management, LLC | 1,059 | -18.03 | 117 | -2.52 | ||||
2025-07-29 | 13F | United Bank | 52,096 | 4.58 | 5,736 | 24.03 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 427,873 | 2.70 | 47,109 | 21.80 | ||||
2025-08-07 | 13F | Keystone Financial Services | 182,819 | -13.35 | 20,128 | 2.77 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 10,461 | -7.84 | 1,152 | 9.31 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 13,365 | 1.14 | 1,471 | 19.98 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12,691 | 114.01 | 1,397 | 154.00 | ||||
2025-07-17 | 13F | Chicago Capital, LLC | 2,653 | -14.00 | 292 | 2.10 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 9,200 | 0.00 | 1,013 | 18.50 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 56,000 | -0.51 | 6,166 | 17.99 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 5,947 | -0.59 | 655 | 17.84 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 54,330 | 0.22 | 5,982 | 18.86 | ||||
2025-07-22 | 13F | Ffg Retirement Advisors Llc | 53,689 | -1.35 | 5,911 | 17.00 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 163,099 | 1,230.23 | 17,959 | 1,476.65 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 4,553,707 | -6.93 | 501,363 | 10.38 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,697 | 1.85 | 407 | 20.83 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 190 | -84.65 | 21 | -82.61 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 52,955 | 0.02 | 5,830 | 18.64 | ||||
2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 2,922 | 3.54 | 322 | 22.99 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 2,246 | 1.91 | 247 | 21.08 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4,814 | 2.69 | 530 | 21.84 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 362,641 | 0.68 | 39,927 | 19.41 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | Short | -924 | -0.00 | -102 | 18.82 | |||
2025-08-13 | 13F | Fisher Asset Management, LLC | 11,982 | 207.94 | 1,319 | 265.37 | ||||
2025-08-15 | 13F | Scissortail Wealth Management, LLC | 197,037 | 0.63 | 21,694 | 19.35 | ||||
2025-08-06 | 13F | Warm Springs Advisors Inc. | 3,736 | 0.00 | 411 | 18.79 | ||||
2025-08-14 | 13F | FIL Ltd | 3,401,028 | 374,453 | ||||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 26,799 | 1.36 | 2,951 | 20.21 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 11,468 | 0.00 | 1,263 | 18.61 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 16,958 | 3.78 | 1,867 | 23.15 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 63,892 | 7.21 | 7,035 | 27.15 | ||||
2025-08-04 | 13F | One Day In July LLC | 10,103 | 7.85 | 1,112 | 27.96 | ||||
2025-07-11 | 13F | Thomasville National Bank | 45,048 | -11.14 | 4,960 | 5.38 | ||||
2025-07-23 | 13F | SGL Investment Advisors, Inc. | 51,407 | 3.11 | 5,650 | 16.62 | ||||
2025-07-21 | 13F | Wallington Asset Management, LLC | 7,534 | 0.00 | 829 | 18.60 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 22,555 | -3.37 | 2,483 | 14.64 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 9,747 | -1.95 | 1,073 | 16.38 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6,370 | -18.01 | 701 | -2.77 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 24,088 | 2.87 | 2,236 | -5.93 | ||||
2025-07-16 | 13F | FORM Wealth Advisors, LLC | 30,453 | 3.41 | 3,353 | 22.65 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 81 | 0.00 | 8 | 0.00 | ||||
2025-07-24 | 13F | JB Capital LLC | 1,201,867 | -7.41 | 132,326 | 9.82 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 8,276 | -2.82 | 911 | 15.32 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 155,005 | 0.09 | 17,066 | 18.72 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 2,575 | 19.55 | 284 | 42.00 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 2,836 | 0.04 | 312 | 18.63 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 6,451 | 28.56 | 710 | 52.69 | ||||
2025-08-12 | 13F | Argent Trust Co | 127,909 | 1.59 | 14,083 | 20.49 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 2,124 | 234 | ||||||
2025-08-13 | 13F | Wealthquest Corp | 7,652 | 53.22 | 842 | 81.86 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 40 | -69.70 | 4 | -66.67 | ||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 3,117 | -4.59 | 343 | 13.20 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 4,334 | 47.21 | 477 | 74.73 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 110,003 | -1.97 | 12,111 | 16.27 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 8,406 | -8.77 | 926 | 8.19 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 19,730 | -1.92 | 2,172 | 16.34 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 16,877 | 3.65 | 1,858 | 23.05 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 3,441 | 0.38 | 379 | 18.87 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5,297 | 0.13 | 583 | 18.74 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Holistic Planning, LLC | 18,901 | 1.94 | 2,081 | 20.92 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 30,026 | 0.15 | 3,306 | 18.76 | ||||
2025-07-21 | 13F | Cape Ann Savings Bank | 2,476 | 0.00 | 273 | 18.78 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 573,100 | -56.44 | 63,098 | -48.34 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 3,556 | 13.25 | 392 | 34.36 | ||||
2025-08-11 | 13F | Capital Square, LLC | 17,126 | -3.05 | 1,896 | 15.62 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 3,840 | -2.04 | 423 | 16.25 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 2,540 | 280 | ||||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 13,854 | 0.01 | 1,525 | 18.68 | ||||
2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Peoples Bank /oh | 97,926 | -1.59 | 10,782 | 16.72 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 5,239 | 0.11 | 577 | 18.76 | ||||
2025-07-07 | 13F | Trust Co | 48 | 0.00 | 5 | 25.00 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 76 | -48.99 | 8 | -38.46 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 8,832 | -8.54 | 972 | 8.48 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 8 | 1 | ||||||
2025-06-26 | NP | DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES | 46,770 | -2.58 | 4,427 | -11.52 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,043 | -11.74 | 560 | 8.33 | ||||
2025-07-29 | 13F | Northeast Investment Management | 2,004 | 221 | ||||||
2025-08-06 | 13F | Simmons Bank | 11,113 | 0.00 | 1,224 | 18.62 | ||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | First United Bank Trust/ | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 14,871 | 0.00 | 1,390 | 0.72 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 198,742 | 12.50 | 21,881 | 33.43 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 4,069 | -68.99 | 448 | -63.22 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 26,052 | 3.43 | 2,967 | 26.90 | ||||
2025-07-30 | 13F | Durante & Waters, Llc | 8,300 | 0.00 | 914 | 18.57 | ||||
2025-07-11 | 13F | Bouvel Investment Partners, LLC | 34,354 | -10.03 | 3,782 | 3.45 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,935 | 212 | ||||||
2025-07-25 | 13F | Yousif Capital Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 11,824 | -4.50 | 1,302 | 13.23 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 21,262 | 1.76 | 2,341 | 20.68 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 2,085 | -7.70 | 233 | 5.45 | ||||
2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 61,690 | 6,792 | ||||||
2025-08-12 | 13F | Farmers National Bank | 7,432 | -0.34 | 818 | 18.21 | ||||
2025-07-16 | 13F | Old Port Advisors | 8,416 | -2.87 | 927 | 15.17 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 24,196 | -2.78 | 2,664 | 15.28 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 6,234 | 0.00 | 686 | 18.69 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 18,377 | 7.66 | 2,023 | 27.71 | ||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 5,450 | 600 | ||||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 3,909 | 0.00 | 430 | 18.78 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 476,097 | 5.72 | 52,418 | 25.39 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 71,975 | -1.32 | 7,924 | 17.05 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 2,348 | -29.87 | 259 | -16.77 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 3,585 | -0.55 | 395 | 17.96 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 92,691 | 38.08 | 10,205 | 63.78 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 270 | 30 | ||||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 32,444 | 1.86 | 3,572 | 20.84 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 1,659,911 | -17.29 | 182,756 | -1.90 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25,603 | -50.29 | 2,819 | -40.87 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 6,780 | 19.56 | 746 | 41.83 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 81 | 0.00 | 9 | 0.00 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 34,110 | -3.10 | 3,756 | 14.94 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 6,476 | 0.20 | 713 | 18.05 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 45,098 | 0.00 | 4,965 | 18.61 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 54,000 | -16.92 | 5,945 | -1.46 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 88,939 | -17.37 | 9,792 | -1.99 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 263,075 | -0.14 | 28,965 | 18.44 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 23,729 | 4.13 | 2,613 | 23.50 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 18,692,565 | -0.71 | 2,058,051 | 17.76 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 4,710 | 0.00 | 519 | 18.54 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 332,486 | -53.71 | 36,635 | -45.06 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 61,259 | -3.12 | 6,745 | 14.91 | ||||
2025-07-24 | 13F | Blair William & Co/il | 141,169 | -3.33 | 15,543 | 14.65 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 11,231 | -1.52 | 1,237 | 16.82 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9,976 | -0.88 | 1,098 | 17.56 | ||||
2025-08-07 | 13F | Allworth Financial LP | 536,675 | -1.22 | 59,088 | 17.18 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 12,995 | 0.00 | 1,431 | 18.57 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 11,019 | 0.05 | 1,213 | 18.69 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 23,243 | -0.21 | 2,559 | 18.36 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 7,409 | 0.00 | 816 | 18.63 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 97,553 | 4.50 | 10,741 | 23.93 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 773,788 | 2.10 | 85,194 | 21.10 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,040 | -7.10 | 225 | 10.34 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | King Luther Capital Management Corp | 277 | 18.45 | ||||||
2025-05-15 | 13F | Janus Henderson Group Plc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 62,500 | 10.23 | 6,881 | 30.74 | |||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 77,300 | 35.38 | 8,511 | 60.57 | |||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 1,898 | 209 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,672 | 735 | ||||||
2025-07-25 | 13F | Cypress Capital Group | 2,650 | 0.00 | 292 | 18.29 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 703,346 | 100.18 | 77,438 | 137.42 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 230,405 | 3.51 | 25,368 | 22.77 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 71 | 0.00 | 8 | 16.67 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 35,000 | 0.00 | 3,854 | 18.59 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 12,498 | -1.95 | 1,376 | 16.31 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 10,213 | -1.71 | 1,124 | 16.60 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 4,656 | 0.00 | 513 | 18.52 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 8,880 | 5.94 | 978 | 25.58 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 47,368 | -8.67 | 5,215 | 8.33 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 81,234 | -37.89 | 9 | -33.33 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 11,346 | 19.81 | 1 | |||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 104 | -44.97 | 11 | -35.29 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 130,213 | -6.53 | 14,336 | 10.86 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 2,322 | -49.94 | 256 | -40.70 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 310,985 | 94.54 | 34,239 | 130.74 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 270,156 | -6.95 | 29,744 | 10.36 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2,360 | 260 | ||||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 20,366 | 165.11 | 2,275 | 234.07 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 270,791 | -3.67 | 29,814 | 14.25 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 12,216 | 0.00 | 1,345 | 18.52 | ||||
2025-08-11 | 13F | Eq Llc | 148,854 | 346.07 | 16,389 | 429.16 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 148 | 0.00 | 16 | 23.08 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 139,461 | -45.20 | 15,885 | -32.76 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 50,043 | -1.55 | 5,510 | 16.77 | ||||
2025-08-12 | 13F | Rhumbline Advisers | 27,880 | 0.00 | 3,070 | 18.59 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 92,864 | -34.98 | 10,224 | -22.88 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 37,532 | 0.00 | 4 | 33.33 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 8,272 | -87.99 | 0 | -100.00 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 39,046 | -11.70 | 4,299 | 4.73 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 32,632 | -3.12 | 3,593 | 14.91 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 14,712 | 0.02 | 1,620 | 18.61 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7,495 | 1.83 | 825 | 20.79 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 5,176 | 0.00 | 570 | 18.54 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 34,238 | 5.86 | 3,770 | 25.55 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 48,749 | -1.26 | 5,367 | 17.11 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 88 | 0.00 | 10 | 12.50 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 58,109 | -7.74 | 6,398 | 9.41 | ||||
2025-07-29 | 13F | SAM Advisors, LLC | 2,567 | 283 | ||||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 3,390 | 23.14 | 373 | 46.27 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 1,150 | 80.25 | 0 | |||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 2,128 | 0.00 | 246 | 14.95 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 16,698 | 29.02 | 1,838 | 53.04 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 2,192 | 241 | ||||||
2025-08-04 | 13F | Field & Main Bank | 128 | 0.00 | 14 | 27.27 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 10,143 | 0.00 | 1,117 | 18.60 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 78,236 | -6.27 | 8,614 | 11.16 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 2,339 | 0.00 | 216 | -0.46 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 278 | -40.98 | 30 | -31.82 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 31,231 | 5.31 | 3,439 | 24.93 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 32,060 | 5.78 | 3,530 | 25.45 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 6,003 | 25.32 | 661 | 48.65 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 13,617 | -2.13 | 1 | 0.00 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 2,274 | 0.04 | 250 | 19.05 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 16,908 | -3.74 | 1,862 | 14.17 | ||||
2025-07-28 | 13F | Virtus Wealth Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 54,915 | -5.50 | 6,046 | 12.09 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 3,889 | 0.00 | 428 | 18.56 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 6,464 | 0.00 | 712 | 18.50 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 1,948 | 214 | ||||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 4,435 | 0.00 | 488 | 18.73 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 2,160 | 0.00 | 238 | 18.50 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 5,623 | 0.00 | 619 | 18.58 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 116,833 | 4,219.15 | 12,863 | 5,024.70 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 56,222 | -15.83 | 6,190 | -0.16 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 54,554 | -4.33 | 6,006 | 13.47 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 3,282 | 27.60 | 361 | 51.68 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 3,969 | 0.28 | 437 | 18.80 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 3,285,356 | -5.21 | 361,718 | 12.43 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 50,178 | 0.00 | 5,525 | 18.59 | ||||
2025-08-13 | 13F | Hobbs Wealth Management, LLC | 82,311 | -13.10 | 9,062 | 3.07 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 8,477 | 2.53 | 933 | 21.64 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 53,746 | -0.46 | 5,917 | 18.06 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 380 | 0.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 24,107 | -73.49 | 2,654 | -68.56 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4,444 | -8.39 | 489 | 8.67 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 134,700 | 9.96 | 14,830 | 30.42 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14,000 | -13.04 | 1,541 | 3.15 | |||
2025-08-06 | 13F | Modera Wealth Management, LLC | 720,950 | -1.74 | 79,377 | 16.54 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 59,705 | -2.39 | 6,574 | 15.76 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 31,834 | 15.36 | 3,505 | 36.82 | ||||
2025-08-04 | 13F | Spire Wealth Management | 201,582 | -2.14 | 22,194 | 16.07 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 12,315 | 0.00 | 1,356 | 18.55 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 17,316 | -5.10 | 1,906 | 12.58 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 356,528 | -0.38 | 39,254 | 18.15 | ||||
2025-08-07 | 13F | Commerce Bank | 50,386 | -3.67 | 5,547 | 14.25 | ||||
2025-08-14 | 13F | Graham Capital Management, L.P. | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Ryan Investment Management, Inc. | 331 | 36 | ||||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 3,218 | 0.00 | 354 | 18.79 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 3,525 | 0.00 | 388 | 18.65 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 47,773 | 2.30 | 5,260 | 21.31 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 958,227 | -2.91 | 105,501 | 15.15 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 9,002 | -87.41 | 991 | -85.07 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 69,000 | 348.58 | 7,597 | 432.31 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 9,003 | -1.99 | 991 | 16.31 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 13,125 | 141.58 | 1,445 | 174.71 | ||||
2025-08-12 | 13F | New World Advisors LLC | 4,474 | 493 | ||||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 9,036 | -10.85 | 995 | 5.74 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 12,692 | -1.76 | 1,397 | 16.51 | ||||
2025-07-31 | 13F | United Community Bank | 5,197 | 60.60 | 572 | 90.67 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 29,132 | 5.29 | 3,207 | 24.88 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 16,618 | 9.57 | 1,830 | 29.99 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 6,404 | -6.03 | 705 | 11.55 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,612 | 166.29 | 728 | 216.09 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 7,176 | 0.00 | 790 | 18.62 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 71,489 | -2.82 | 7,871 | 15.24 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 25,266 | -0.74 | 2,782 | 17.69 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 1,088 | 3,526.67 | 120 | 5,850.00 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 7,906 | 0.03 | 870 | 18.69 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 802 | 0.00 | 88 | 18.92 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 1,267,831 | 84.75 | 139,588 | 119.13 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 228,798 | -2.07 | 25,191 | 16.15 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2,760 | 0.00 | 304 | 18.36 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 110,402 | 1.84 | 12,031 | 19.56 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 22,683 | 9.54 | 2,497 | 29.92 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 150,929 | -12.42 | 16,617 | 3.87 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 31,455 | 330.18 | 3,581 | 438.50 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 19,053 | 258.07 | 2,098 | 325.35 | ||||
2025-08-04 | 13F | Atria Investments Llc | 437,502 | -5.62 | 48,169 | 11.94 | ||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 48,513 | -5.00 | 5,341 | 12.68 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 4,952 | 2.40 | 545 | 21.65 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 56,976 | 5.26 | 6,273 | 24.86 | ||||
2025-08-07 | 13F | W Advisors, Llc | 119,545 | -3.96 | 13,162 | 13.90 | ||||
2025-08-14 | 13F | Cobler Capital Management, LLC | 1,804 | 527 | ||||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 9,739 | 0.00 | 1,072 | 18.58 | ||||
2025-04-22 | 13F | Country Trust Bank | 1 | 0.00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 214,890 | 2.16 | 23,659 | 21.17 | ||||
2025-08-14 | 13F | Tripletail Wealth Management, LLC | 12,825 | 1,478 | ||||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 9,500 | 1,040 | ||||||
2025-08-05 | 13F | Everest Management Corp. | 2,408 | 0.00 | 265 | 18.83 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 137,853 | 6.50 | 15,696 | 28.85 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 115,559 | -1.07 | 12,723 | 17.34 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 2,192 | 241 | ||||||
2025-07-10 | 13F | SK Wealth Management, LLC | 11,937 | -0.83 | 1,324 | 28.07 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 170,294 | 2.80 | 18,749 | 21.92 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 185,503 | -16.83 | 20,424 | -1.36 | ||||
2025-08-05 | 13F | Huntington National Bank | 176,485 | 11.65 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 17,150 | -7.69 | 1,888 | 9.51 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 6,356,266 | -4.27 | 699,825 | 13.54 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 3,950 | 0.87 | 435 | 19.56 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 36,678 | 4,038 | ||||||
2025-08-08 | 13F | United Asset Strategies, Inc. | 2,672 | -0.19 | 294 | 18.55 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 184,520 | -4.87 | 20,316 | 12.83 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 18,658 | -1.44 | 2,054 | 16.90 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 66,539 | -0.06 | 7,326 | 18.53 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 32,396 | -2.63 | 3,567 | 15.48 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 34,424 | -0.44 | 3,790 | 18.11 | ||||
2025-07-31 | 13F | CNB Bank | 9,400 | 0.00 | 1,035 | 18.58 | ||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Brio Consultants, LLC | 6,235 | 7.48 | 687 | 27.51 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 7,764 | -2.14 | 855 | 6.09 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 155,540 | 0.75 | 17,125 | 19.50 | ||||
2025-07-23 | 13F | Sachetta, LLC | 4,896 | -2.78 | 539 | 15.42 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 15,457 | -20.49 | 1,702 | -5.71 | ||||
2025-08-14 | 13F | Windsor Advisory Group, LLC | 2,420 | 0.00 | 266 | 18.75 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 3,414 | -90.36 | 376 | -88.59 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 1,896 | 208 | ||||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 93,704 | -13.16 | 10,317 | 3.00 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 517,275 | -1.03 | 56,952 | 17.38 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1,350,593 | -15.72 | 148,700 | -0.04 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 660,026 | -4.04 | 72,444 | 13.46 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 16,404 | -16.57 | 1,788 | -2.08 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 21,804 | -0.30 | 2,401 | 18.23 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 272,896 | -2.33 | 30,046 | 15.84 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4,448 | -0.04 | 490 | 18.40 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 15,574,920 | 0.25 | 1,714,799 | 18.91 | ||||
2025-07-31 | 13F | Asset Management One Co., Ltd. | 167,800 | 18,475 | ||||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 46,113 | -8.97 | 5 | 25.00 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 13,997 | 8.99 | 1,541 | 29.28 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,065,099 | 4.14 | 227,122 | 23.35 | ||||
2025-07-09 | 13F | First Bank & Trust | 2,184 | -13.54 | 240 | 2.56 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 10,848 | -0.03 | 1,194 | 18.57 | ||||
2025-08-07 | 13F | S&co Inc | 33,695 | -5.31 | 4 | 0.00 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 32,440 | 10.09 | 3,572 | 30.57 | ||||
2025-07-01 | 13F | Bush Investment Group, Llc | 32,655 | -20.72 | 3,595 | -5.96 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 1,914 | 211 | ||||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 30,327 | -75.02 | 3,339 | -70.38 | ||||
2025-08-12 | 13F | Archer Investment Corp | 681 | 0.00 | 75 | 19.05 | ||||
2025-08-13 | 13F | Basso Capital Management, L.p. | 201 | 0.00 | 22 | 22.22 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 2,775 | 0.00 | 306 | 18.68 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 27,572 | 14.85 | 3,036 | 36.22 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 2,609 | -16.27 | 287 | -0.69 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,801 | 15.74 | 308 | 37.50 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 18,931 | -44.39 | 2,084 | -34.03 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 2,217 | 0 | ||||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 2,406 | 0.00 | 265 | 18.39 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 6,338 | 0.00 | 698 | 18.54 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 60,583 | -1.53 | 6,920 | 27.68 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 33,950 | -9.52 | 3,867 | 11.00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 71,479 | -50.51 | 7,870 | -46.34 | ||||
2025-07-24 | 13F | MA Private Wealth | 391,480 | 19.17 | 43,102 | 41.33 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 36,492 | 0.00 | 3,388 | -8.58 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 180,858 | 1.38 | 18,362 | 10.89 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 5,534 | 0.00 | 609 | 18.71 | ||||
2025-08-04 | 13F | Human Investing LLC | 2,032 | -21.76 | 224 | -7.47 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 13,174 | 3.29 | 1,450 | 22.57 | ||||
2025-04-23 | 13F | Gimbal Financial | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 391 | 0.26 | 43 | 16.67 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 4,867 | 536 | ||||||
2025-05-14 | 13F | Aufman Associates Inc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 2,103 | -18.39 | 232 | -3.35 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 50,248 | -0.78 | 5,532 | 17.68 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 114,763 | -11.38 | 12,635 | 5.11 | ||||
2025-08-11 | 13F | Platform Technology Partners | 2,040 | 225 | ||||||
2025-08-11 | 13F | Theory Financial Llc | 44,632 | -6.73 | 5,084 | 14.43 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 117,757 | -3.65 | 12,965 | 14.28 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 37,829 | -1.13 | 4,165 | 17.26 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 19,786 | 16.05 | 2,178 | 37.67 | ||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 2,153 | 237 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 38,509 | 1.86 | 4,240 | 20.80 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 39,239 | -3.93 | 4,320 | 13.95 | ||||
2025-08-12 | 13F | GDS Wealth Management | 7,498 | 7.04 | 826 | 26.92 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 118,929 | 4.19 | 13,094 | 23.57 | ||||
2025-07-11 | 13F | Busey Wealth Management | 341,514 | -1.10 | 37,601 | 17.31 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3,613 | 398 | ||||||
2025-05-28 | NP | MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | Short | -20 | -2 | |||||
2025-08-05 | 13F | Aurdan Capital Management, LLC | 3,530 | 0.00 | 389 | 18.65 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 3,744 | 27.61 | 412 | 51.47 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 14,587 | -2.58 | 1,606 | 15.55 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 460 | 0.00 | 51 | 19.05 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 859,735 | 1.67 | 94,657 | 20.58 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 1,860 | 205 | ||||||
2025-08-14 | 13F | Win Advisors, Inc | 76,448 | -6.67 | 8,417 | 10.69 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 5,179 | 0.00 | 570 | 18.75 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 111,124 | -3.33 | 12,235 | 14.65 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 8,990 | 5.27 | 990 | 24.87 | ||||
2025-08-12 | 13F | Barings Llc | 244,432 | 644.06 | 26,912 | 782.62 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 5,240 | 0.00 | 577 | 18.52 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 3,658 | 0.00 | 403 | 18.58 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 6,903 | 0.00 | 760 | 18.75 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | 0 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 8,808 | 1.83 | 1,006 | 25.44 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 1,861 | 205 | ||||||
2025-08-11 | 13F | PAX Financial Group, LLC | 179,732 | -7.81 | 19,788 | 9.34 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 2,157 | 237 | ||||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 96,263 | -2.13 | 10,599 | 16.08 | ||||
2025-08-13 | 13F | Quantbot Technologies LP | 0 | -100.00 | 0 | |||||
2025-09-03 | 13F | American Trust | 11,366 | 1,251 | ||||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8,373 | -21.36 | 922 | -6.78 | ||||
2025-08-05 | 13F | Meridian Management Co | 7,272 | 0.00 | 828 | 22.67 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 89,057 | -2.47 | 9,805 | 29.44 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10,628 | 75.87 | 1,170 | 108.93 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 19,682 | 54.98 | 2,167 | 83.87 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 137 | -74.10 | 15 | -69.39 | ||||
2025-08-14 | 13F | Sei Investments Co | 193,825 | -1.79 | 21,340 | 16.48 | ||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 8,895 | 0.00 | 1 | |||||
2025-07-15 | 13F | Kelly Financial Group Llc | 4,047 | 0.55 | 446 | 19.30 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 7,970 | -14.34 | 877 | 1.62 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4,888 | 0.00 | 538 | 18.76 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 84,287 | 3.06 | 9,280 | 22.23 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 35,563 | -0.84 | 3,301 | -9.34 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 240,326 | 572.22 | 26,460 | 697.47 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 127 | 0.00 | 14 | 18.18 | ||||
2025-08-01 | 13F | Motco | 920 | 0.00 | 105 | 22.35 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 720 | 0.00 | 79 | 19.70 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 2,542 | -17.20 | 236 | -24.44 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 4,669 | -1.48 | 514 | 17.08 | ||||
2025-04-11 | 13F | Davis Capital Management | 231 | 0.00 | 21 | -8.70 | ||||
2025-08-14 | 13F | UBS Group AG | 8,834,680 | -1.28 | 972,698 | 17.09 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 3,427 | -1.01 | 377 | 17.45 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 4,702 | 518 | ||||||
2025-08-08 | 13F | Security Financial Services, INC. | 244,403 | -7.32 | 26,909 | 9.92 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 48,509 | -0.09 | 5,341 | 18.48 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 4,541 | 109.75 | 500 | 149.50 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 93,017 | -2.85 | 10,241 | 15.22 | ||||
2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 259,385 | -1.01 | 28,558 | 17.41 | ||||
2025-08-12 | 13F | Atlantic Family Wealth, Llc | 62,071 | -1.80 | 6,834 | 16.48 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 1,527 | 0.00 | 0 | |||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 22,271 | 8.78 | 2,452 | 29.05 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 28 | 0.00 | 3 | 50.00 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 315,175 | 19.32 | 34,701 | 41.52 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 10,087 | -60.69 | 1,111 | -53.40 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 11,600 | 0.00 | 1,277 | 18.68 | ||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 166,133 | -5.14 | 18,783 | 15.53 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 576 | 0.00 | 63 | 18.87 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 5,034 | 0.00 | 554 | 18.63 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 222,709 | -7.75 | 24,520 | 9.42 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 1,936 | 213 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 1,911 | -1.34 | 210 | 17.32 | ||||
2025-08-08 | 13F | Condor Capital Management | 4,486 | 0.00 | 494 | 18.75 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 11,629 | 1.41 | 1,280 | 20.30 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 2,412 | 0.00 | 266 | 18.83 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 241,400 | 47.34 | 26,578 | 74.76 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 141,445 | -14.14 | 15,573 | 1.84 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 3,920 | 0.00 | 432 | 18.73 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 42,378,341 | -3.27 | 4,665,855 | 14.73 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 1,952 | -11.03 | 215 | 5.42 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 14,474 | -3.02 | 1,594 | 15.02 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 695 | 0 | ||||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 356 | 0.00 | 0 | |||||
2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 9,232 | 40.73 | 1,016 | 67.11 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 250,570 | -3.55 | 27,588 | 14.40 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | Call | 0 | -100.00 | 0 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 5,196 | -57.80 | 572 | -49.91 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1,189,481 | -3.22 | 130,962 | 14.79 | ||||
2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 2,351 | 259 | ||||||
2025-08-05 | 13F | Burney Co/ | 3,511 | 0.29 | 387 | 18.77 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 186,207 | -7.10 | 20,501 | 10.18 | ||||
2025-07-23 | 13F | Equitable Trust Co | 7,565 | 39.45 | 833 | 65.41 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 3,732 | 0.00 | 411 | 18.50 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 6,970 | -10.39 | 767 | 6.23 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 3,092 | -1.21 | 337 | 15.86 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 5,692 | 627 | ||||||
2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 2,880 | 0.00 | 317 | 18.73 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | Put | 0 | -100.00 | 0 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 42,818 | 13.39 | 4,714 | 34.49 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Interactive Financial Advisors | 1,918 | 211 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,999 | 202.88 | 220 | 260.66 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,781 | -28.27 | 201 | -10.27 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 10,407 | 281.21 | 1,146 | 352.57 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 5,267 | 0.00 | 580 | 18.65 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 34,110 | -3.10 | 3,756 | 14.94 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 220 | 0.00 | 0 | |||||
2025-08-11 | 13F | Sofi Wealth, Llc | 1,934,851 | 4.19 | 213,027 | 23.58 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 869,187 | 49.58 | 95,698 | 77.41 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 28,607 | -0.38 | 3,150 | 18.16 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 15,651 | 5.46 | 1,723 | 25.13 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1,795 | 0.00 | 198 | 18.67 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 581,186 | 0.01 | 63,989 | 18.61 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 4,458 | 0.00 | 491 | 18.89 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 249,776 | -1.61 | 25,872 | 15.20 | ||||
2025-08-13 | 13F | Leslie Global Wealth, LLC | 18,568 | 103.91 | 2,044 | 141.89 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1,005,071 | -7.06 | 110,658 | 10.24 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 7,406 | 5.00 | 815 | 24.62 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 86,628 | 11.41 | 10 | 28.57 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 2,622 | 8.17 | 289 | 28.00 | ||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 101,059 | 3.26 | 11,127 | 22.47 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 3,154 | 0.06 | 347 | 18.84 | ||||
2025-07-18 | 13F | TABR Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3,771 | -8.76 | 430 | 12.01 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,451 | -35.97 | 270 | -24.23 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 2,426 | -3.42 | 267 | 14.59 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 501 | 0.00 | 55 | 19.57 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 97,596 | -17.60 | 10,745 | -2.26 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2,759,719 | -38.63 | 302,197 | -27.40 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 4,600 | 0.00 | 506 | 18.50 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 48,455 | 289.76 | 5,335 | 362.22 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 30,125 | -23.14 | 3,317 | -8.85 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 3,330 | 0.00 | 367 | 18.45 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 2,909 | 0.00 | 320 | 18.52 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 13,444 | 475.51 | 1,480 | 585.19 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 106,080 | 632.34 | 11,679 | 768.97 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 14,726 | -3.01 | 1,621 | 15.05 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 2,353 | -1.18 | 259 | 17.19 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 33,545 | -0.15 | 3,693 | 18.44 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 1,031 | 0.00 | 114 | 18.95 | ||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 67,399 | -34.66 | 7,421 | -22.51 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 2,185 | -42.18 | 241 | -31.43 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 74,220 | 1.87 | 8,172 | 20.82 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F | 39,000 | -15.22 | 4,294 | 0.54 | ||||
2025-07-11 | 13F | Shelton Wealth Management, Llc | 2,640 | -11.82 | 291 | 4.69 | ||||
2025-08-11 | 13F | Dorsey Wright & Associates | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | FPACX - FPA Crescent Fund | Short | -103,285 | -0.00 | -11,372 | 18.61 | |||
2025-08-06 | 13F | Summit Wealth Group, LLC | 2,223 | 0.00 | 0 | |||||
2025-07-09 | 13F | Krilogy Financial LLC | 10,027 | 1,104 | ||||||
2025-07-10 | 13F | Perkins Coie Trust Co | 126,267 | -2.15 | 13,902 | 16.05 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Curio Wealth, Llc | 519 | 51,800.00 | 57 | 9.62 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 30,700 | 127.41 | 3,380 | 169.75 | |||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 4,793 | -26.45 | 528 | -12.75 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 32,756 | 3,606 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 13,300 | -22.22 | 1,464 | -7.75 | |||
2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
2025-08-13 | 13F | Mcmorgan & Co Llc | 234,140 | -1.98 | 25,779 | 16.25 | ||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 66,291 | 7.39 | 7,299 | 27.36 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 10,215 | 0.00 | 1,125 | 18.57 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 3,403 | 0.00 | 316 | 0.00 | ||||
2025-05-06 | 13F | WT Wealth Management | 4,704 | -6.18 | 437 | -14.34 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 6,153 | 0.00 | 677 | 18.56 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24,224 | 2.31 | 2,667 | 21.45 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 6,802 | 1.05 | 749 | 18.17 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 20,724 | -41.09 | 2,282 | -30.14 | ||||
2025-08-11 | 13F | New Age Alpha Advisors, LLC | 5,291 | 51.21 | 583 | 79.63 | ||||
2025-08-08 | 13F | Croban | 27,636 | -8.07 | 3,043 | 9.03 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 180,019 | -8.02 | 20 | 5.56 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 3,482 | 0.00 | 383 | 18.58 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 20,207 | -1.37 | 2,225 | 16.99 | ||||
2025-07-31 | 13F | Cadinha & Co Llc | 12,580 | -0.87 | 1,385 | 17.57 | ||||
2025-05-08 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 27,747 | -1.33 | 3,055 | 17.01 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 16,981 | 0.53 | 1,870 | 19.20 |