Mga Batayang Estadistika
| Pemilik Institusional | 362 total, 362 long only, 0 short only, 0 long/short - change of 5.54% MRQ |
| Alokasi Portofolio Rata-rata | 0.3453 % - change of -2.18% MRQ |
| Saham Institusional (Jangka Panjang) | 31,463,878 (ex 13D/G) - change of 1.89MM shares 6.39% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,494,724 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (US:MUNI) memiliki 362 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 31,463,878 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, LPL Financial LLC, Jpmorgan Chase & Co, Dynasty Wealth Management, Llc, Cwm, Llc, Envestnet Asset Management Inc, UBS Group AG, and Cetera Investment Advisers .
Struktur kepemilikan institusional PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (ARCA:MUNI) 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 51.77 / share. Previously, on September 9, 2024, the share price was 52.72 / share. This represents a decline of 1.80% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 50,736 | 65.48 | 2,606 | 64.87 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 7,100 | 0.17 | 365 | -0.27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 118,584 | 4.92 | 6,090 | 5.88 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 28,987 | -1.06 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3,975 | 204 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 58,892 | 283.49 | 3,025 | 282.30 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 7,932 | 407 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,075 | 41,400.00 | 107 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14,770 | 3.73 | 759 | 3.27 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 47,373 | 0.75 | 2,433 | 0.41 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,237 | -50.38 | 0 | |||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 275 | 2.61 | 14 | 7.69 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 4,000 | 0.00 | 205 | -0.49 | ||||
| 2025-04-29 | 13F/A | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 605,833 | 33.90 | 31,116 | 33.40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 199,907 | 25.19 | 10,267 | 24.72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 15,517 | 27.79 | 797 | 27.56 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 8,218 | 1.38 | 422 | 1.20 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 772 | 0 | ||||||
| 2025-07-08 | 13F | First International Bank & Trust | 57,498 | -24.82 | 2,953 | -25.09 | ||||
| 2025-07-18 | 13F | Vicus Capital | 14,546 | 70.71 | 747 | 70.16 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 38,774 | 4.50 | 1,991 | 4.13 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 6,019 | 0.00 | 309 | -0.32 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 12,495 | -49.21 | 642 | -49.45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 826,862 | -48.27 | 42 | -48.78 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 168,753 | 2.76 | 8,667 | 2.39 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 83,175 | -3.19 | 4,272 | -3.55 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 17,829 | -32.12 | 916 | -32.37 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6,893 | 0.00 | 354 | -0.28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,337,055 | 8.63 | 120,031 | 8.23 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 18,464 | 26.26 | 948 | 25.90 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,365 | 128.05 | 327 | 127.97 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,052 | 82.21 | 414 | 81.94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 129,175 | 871.24 | 6,634 | 868.47 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 49,214 | 44.75 | 2,528 | 44.24 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2,098 | 0.00 | 108 | -0.93 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 119,111 | -25.03 | 6,118 | -25.31 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,704,476 | 21.09 | 87,542 | 20.64 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11,536 | 0.07 | 592 | -0.34 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 159,876 | 52.78 | 8,197 | 51.05 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 315,353 | 4.10 | 16,197 | 3.71 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 13,937 | -20.25 | 716 | -20.56 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 7,700 | 395 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 14,282 | -21.46 | 734 | -21.77 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15,862 | 5.56 | 815 | 5.17 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 6,365 | -8.15 | 327 | -8.68 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36,359 | 0.20 | 1,867 | -0.16 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5,435 | 0.00 | 279 | -0.36 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 13,658 | 9.54 | 701 | 10.22 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 163,348 | 34.85 | 8,389 | 34.35 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 7,367 | 378 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 12,078 | 3.35 | 620 | 2.99 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 43,332 | 0.00 | 2,226 | -0.36 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6,790 | -20.11 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 27,419 | 0.11 | 1,408 | -0.21 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 109,046 | 2.95 | 5,601 | 2.56 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 4,673 | 0.82 | 240 | 0.84 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 35,291 | 21.46 | 1,819 | 21.02 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 17,760 | 3.66 | 912 | 3.28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,097 | 210 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 375 | 0.00 | 19 | 0.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 9,675 | 0.00 | 497 | -0.40 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 30,899 | -8.50 | 1,587 | -8.85 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 34,492 | -1.15 | 1,771 | -1.50 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,554 | -3.18 | 80 | -3.66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,595 | -24.20 | 750 | -24.50 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 77,938 | 210.23 | 4,003 | 209.03 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 34,314 | -30.71 | 1,762 | -30.96 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 75,223 | 0.00 | 3,863 | -0.36 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,235 | 46.10 | 577 | 45.71 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 195,782 | -0.42 | 10,055 | -0.79 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 20,276 | -7.11 | 1,041 | -7.47 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 78,272 | 42.03 | 4,020 | 41.55 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 17,710 | 14.07 | 910 | 13.63 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 7,031 | 0.00 | 361 | -0.28 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 13,573 | -17.52 | 697 | -17.81 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4,242 | 218 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 58,892 | 423.30 | 3,025 | 421.38 | ||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 49,107 | 78.56 | 2,518 | 77.63 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 40,433 | -9.64 | 2,077 | -9.97 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 13,880 | -9.66 | 713 | -10.10 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6,522 | 335 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 50,560 | -57.32 | 2,597 | -57.48 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 171,393 | 1,249.34 | 8,803 | 1,245.87 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 17,551 | 901 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,657 | -2.87 | 291 | -3.33 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 7,318 | 0.00 | 376 | -0.53 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 27,937 | -12.66 | 1,435 | -12.99 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 2,325 | -25.60 | 119 | -26.09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4,526 | 4.33 | 232 | 4.04 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 4,309 | 6.90 | 221 | 7.32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 205,561 | -5.07 | 11 | -9.09 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10,773 | 0.77 | 550 | -0.18 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 7,299 | -12.81 | 375 | -13.23 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 82,387 | 468.97 | 4,231 | 467.16 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 51,789 | 2,660 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,820 | 1,121 | ||||||
| 2025-05-20 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4,798 | 0.00 | 246 | -0.40 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 396,971 | -0.58 | 20 | 0.00 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 134,162 | -0.54 | 6,891 | -0.91 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,724 | -36.30 | 294 | -36.72 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,429 | 0.43 | 228 | 0.00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 93,905 | -25.22 | 5 | -33.33 | ||||
| 2025-08-08 | 13F | Creative Planning | 39,379 | -51.63 | 2,022 | -51.82 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 19,712 | 1,012 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4,129 | 211 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,549,012 | 12.49 | 79,557 | 12.07 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 23,974 | 11.07 | 1,231 | 10.70 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 13,306 | 11.01 | 683 | 10.70 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 16,795 | 0.00 | 863 | -0.35 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 67,810 | 3,483 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 108,894 | -9.97 | 5,593 | -10.31 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 22,431 | -15.29 | 1,152 | -15.60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,700 | 0.00 | 87 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 55,564 | 74.53 | 2,854 | 73.86 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22,125 | 1.01 | 1,136 | 0.62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 41,202 | 27.64 | 2,116 | 27.16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40,938 | 3.29 | 2,103 | 2.89 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 5,531 | 0.18 | 284 | 0.00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2,382 | 183.57 | 122 | 183.72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,168,929 | -29.54 | 60,036 | -29.79 | ||||
| 2025-08-14 | 13F | Fmr Llc | 303 | -5.31 | 16 | -6.25 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 250,424 | 125.63 | 12,862 | 124.80 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 180,996 | 9,296 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12,050 | 0.53 | 618 | 0.49 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 66,393 | -45.74 | 3,410 | -45.95 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1,183 | 4.51 | 61 | 3.45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,328 | 0.00 | 68 | 3.03 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 117,368 | 87.21 | 6,028 | 86.57 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3,999 | 0.00 | 205 | -0.49 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 5,950 | 0.00 | 306 | -0.33 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 6,638 | 0.00 | 342 | -0.29 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21,240 | -71.89 | 1,091 | -72.02 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,543 | 34.15 | 285 | 33.33 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,915 | 0.00 | 98 | 0.00 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 19,500 | 5.55 | 1,002 | 5.15 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11,802 | 15.93 | 606 | 15.65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 98,028 | 15.03 | 5,027 | 14.64 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 11,903 | 3.30 | 611 | 2.86 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 52,272 | 22.51 | 2,685 | 22.06 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 38,294 | -3.30 | 1,967 | -3.63 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 10,020 | 515 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7,985 | 51.60 | 408 | 50.55 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7,578 | 0.82 | 389 | 0.52 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 230,592 | 18.85 | 11,843 | 18.42 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 34,560 | 0.73 | 1,775 | 0.34 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 82,965 | 11.70 | 4,261 | 11.31 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 46,404 | 12.14 | 2,383 | 11.72 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 503 | 26 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 16,700 | 3.16 | 858 | 2.76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,734,965 | 34.37 | 140,468 | 33.87 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 925,848 | -0.91 | 47,552 | -1.28 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 19,755 | 85.67 | 1,015 | 85.04 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6,358 | 2.91 | 327 | 2.52 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 22,036 | -6.68 | 1,132 | -7.07 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 15,234 | -1.21 | 782 | -1.51 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 19,712 | -7.91 | 1,012 | -8.25 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 105,074 | -0.61 | 5,397 | -0.97 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 17,511 | -56.89 | 899 | -57.05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 258,157 | -25.47 | 13,262 | -25.73 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 63,235 | -2.43 | 3,248 | -2.78 | ||||
| 2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 78,972 | -12.35 | 4,056 | -12.66 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,000 | 0.00 | 51 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 151,234 | -10.92 | 7,767 | -11.24 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 18,265 | 1.00 | 938 | 0.64 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 4,300 | 221 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 67,285 | 3,456 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 1,700 | 0.00 | 87 | 0.00 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 43,843 | -4.67 | 2,252 | -5.02 | ||||
| 2025-04-21 | 13F | DecisionMap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30,495 | 9.80 | 1,566 | 9.43 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 131,043 | 2.95 | 6,730 | 2.58 | ||||
| 2025-04-28 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 13,039 | -14.42 | 664 | -14.10 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 89,984 | 52.45 | 4,622 | 51.91 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 22,398 | -5.78 | 1,150 | -6.12 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,534 | 0.00 | 336 | -0.30 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 46,496 | 7.96 | 2,388 | 7.57 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5,687 | 12.06 | 291 | 11.49 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 5,722 | 13.02 | 294 | 12.69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19,255 | 40.97 | 989 | 40.34 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 61,065 | 17.65 | 3,136 | 17.23 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 21,844 | -13.34 | 1,122 | -13.70 | ||||
| 2025-08-14 | 13F | UBS Group AG | 612,396 | -5.12 | 31,453 | -5.47 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 10,000 | 66.67 | 514 | 66.02 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16,543 | 147.43 | 850 | 146.80 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,095 | 210 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 28,965 | 14.89 | 1,488 | 14.47 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 298,047 | 291.71 | 15,242 | 293.65 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5,003 | -9.87 | 257 | -10.49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 496,533 | 8.45 | 25,502 | 8.05 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6,800 | 349 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 326,143 | 32.01 | 17 | 33.33 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 32,186 | 0.72 | 1,653 | 0.85 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 57,372 | 11.93 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 302,947 | 5.02 | 15,559 | 4.63 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,634 | 11.47 | 135 | 10.66 | ||||
| 2025-08-13 | 13F | ESG Planning | 200,221 | 10,283 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 36,344 | -37.33 | 1,867 | -37.57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 44,647 | 7.35 | 2,293 | 7.00 | ||||
| 2025-04-14 | 13F | Eagle Wealth Strategies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1,295 | 0.00 | 67 | 0.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 224 | 0.90 | 11 | 0.00 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 14,860 | -0.10 | 762 | -0.52 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 38,862 | -56.50 | 1,996 | -56.68 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 86,591 | -17.15 | 4,447 | -17.45 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 27,189 | -11.14 | 1,396 | -11.48 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,558 | 20.62 | 339 | 21.07 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 20,585 | 162.40 | 1,057 | 161.63 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 11,361 | 584 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 | 1 | ||||||
| 2025-07-10 | 13F | Rockland Trust Co | 11,946 | -12.26 | 614 | -12.55 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 7,417 | -15.02 | 381 | -15.37 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 10,120 | 0.00 | 520 | -0.38 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 103,739 | 26.27 | 5,328 | 25.81 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 21,546 | -16.63 | 1,107 | -16.97 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 93,336 | -20.62 | 4,794 | -20.92 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 5,807 | -2.16 | 298 | -2.30 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 30,205 | -3.35 | 1,551 | -3.66 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 21,685 | 41.33 | 1,114 | 40.89 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 126,549 | -20.82 | 6,500 | -21.12 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 60,000 | 0.00 | 3,082 | 0.59 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 13,991 | 719 | ||||||
| 2025-07-29 | 13F | Flagstone Financial Management | 108,159 | 17.31 | 5,555 | 16.90 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 0 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4,741 | -8.67 | 243 | -8.99 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 192,730 | 13.97 | 9,899 | 13.55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 547,894 | 2.25 | 28,140 | 1.87 | ||||
| 2025-05-15 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14,016 | 0.62 | 720 | 0.14 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 43,112 | 0.29 | 2,214 | -0.05 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,000 | 0.00 | 255 | 0.00 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 100,831 | 27.47 | 5,179 | 27.01 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9,128 | 11.73 | 469 | 11.16 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 17,663 | -12.73 | 907 | -13.04 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3,001 | 0.00 | 154 | 0.00 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 21,975 | 24.33 | 1,129 | 23.82 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 74 | 4 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9,809 | 14.39 | 504 | 13.80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 124,000 | 526.26 | 6,369 | 524.31 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 18,641 | 0.22 | 1 | |||||
| 2025-04-14 | 13F | Orrstown Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 16,184 | -0.33 | 833 | -0.48 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 14,924 | -0.33 | 765 | -0.91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23,417 | -27.31 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 55,727 | 33.35 | 2,862 | 32.87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 143,504 | 0.39 | 7,370 | 0.01 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 36,357 | -90.87 | 2 | -95.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18,000 | 2.53 | 924 | 1.54 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 6,149 | 0.00 | 316 | -0.32 | ||||
| 2025-05-02 | 13F | Summit X, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Team Hewins, LLC | 19,612 | 0.00 | 1,007 | -0.30 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 5,291 | 0.00 | 272 | -0.37 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 6,173 | 0 | ||||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 37,506 | -3.56 | 1,926 | -3.89 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 12,943 | 1.53 | 665 | 2.00 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 141,748 | 8.38 | 7,280 | 7.98 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 19,621 | 20.86 | 1,008 | 20.45 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 171,377 | -20.20 | 8,802 | -20.50 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 1,393 | 0.87 | 72 | 0.00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,511 | -0.89 | 540 | -1.28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51,404 | 2.00 | 2,640 | 1.66 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 14,100 | 0.00 | 724 | -0.28 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29,246 | 0.00 | 1,502 | -0.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 20,855 | 1.52 | 1,071 | 1.23 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 6,257 | 0.00 | 321 | -0.31 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 4,554 | 7.53 | 234 | 6.88 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 58,317 | -20.96 | 2,995 | -21.25 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 433,980 | 0.33 | 22,289 | -0.04 | ||||
| 2025-07-16 | 13F | Novem Group | 6,450 | -18.68 | 331 | -18.87 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,579 | 0.00 | 235 | -0.42 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 120,954 | -7.94 | 6,235 | -8.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53,485 | 16.70 | 2,747 | 16.26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 130,476 | 6,685.02 | 6,701 | 6,668.69 | ||||
| 2025-07-14 | 13F | Friday Financial | 5,506 | 0.00 | 283 | -0.35 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 66,938 | 8.28 | 3 | 0.00 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 23,825 | 289.42 | 1,224 | 288.25 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9,208 | 0.00 | 473 | -0.42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,578 | 697 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 11,394 | -3.64 | 585 | -3.94 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 685,603 | 75.47 | 35,213 | 74.82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9,600 | 493 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 10,967 | -1.11 | 563 | -1.40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,412 | -5.41 | 175 | -5.41 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 19 | 0.00 | 1 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 4,945 | 0.00 | 254 | -0.39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,813 | 607 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 46,921 | -6.14 | 2,410 | -6.48 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 36,470 | -14.65 | 2 | -50.00 | ||||
| 2025-06-10 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 42,964 | 0.00 | 2,207 | -0.36 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 253 | 13 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 33,586 | 7.06 | 1,725 | 6.62 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 16,462 | 0.00 | 845 | -0.35 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 271 | 0.74 | 14 | 0.00 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8,586 | 8.05 | 441 | 7.58 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 14,415 | 15.53 | 740 | 15.09 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 101,815 | -4.76 | 5,229 | -5.10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 204,781 | 33.12 | 11 | 42.86 | ||||
| 2025-05-05 | 13F | Lunt Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38,401 | 40.47 | 1,972 | 39.96 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 60,793 | -36.84 | 3,122 | -37.07 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 170,877 | -44.33 | 8,776 | -44.54 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1,555 | 0.00 | 80 | -1.25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 419,015 | 27.64 | 21,521 | 27.17 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 18,275 | 12.29 | 939 | 11.93 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 32,225 | -2.81 | 1,655 | -3.16 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,314 | 1.70 | 222 | 1.38 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 219,449 | 94.17 | 11,271 | 93.44 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kendall Capital Management | 11,600 | 0.00 | 596 | -0.34 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 98,474 | 3.46 | 5,058 | 3.08 | ||||
| 2025-08-08 | 13F | Cercano Management LLC | 77,034 | 34.01 | 3,956 | 33.51 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 8,370 | 0.00 | 430 | -0.46 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,540 | 336 | ||||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 17,727 | 0.00 | 914 | 0.00 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 48,663 | 199.65 | 2,499 | 198.57 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 34,172 | 0.60 | 1,755 | 0.29 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 80,984 | 11.58 | 4,159 | 11.17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 70,137 | 7.04 | 3,602 | 6.66 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 327,476 | -21.25 | 16,819 | -21.54 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9,776 | 18.47 | 502 | 18.12 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11,680 | -38.46 | 600 | -38.75 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 40,431 | -25.74 | 2,077 | -26.02 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 14,116 | -5.74 | 725 | -6.22 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 6,532 | 9.95 | 335 | 9.48 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 8,442 | -9.31 | 434 | -9.60 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4,980 | 0.00 | 256 | -0.39 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 17,139 | 74.71 | 880 | 74.26 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 30,699 | -1.25 | 1,577 | -1.62 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 17,900 | 15.11 | 919 | 14.73 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35,080 | 29,628.81 | 1,802 | 29,916.67 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 326,396 | -42.98 | 16,764 | -43.19 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5,615 | 288 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5,839 | 128.44 | 300 | 128.24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,169 | -11.51 | 522 | -11.82 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 85,364 | 2.41 | 4,384 | 2.02 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7,399 | 332.44 | 379 | 330.68 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6,745 | 346 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 8,958 | 9.75 | 462 | 9.24 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 33,506 | 63.78 | 1,727 | 63.23 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 4,650 | 239 | ||||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 37,519 | 1,927 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 7,657 | 24.63 | 393 | 24.37 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 341 | 6.56 | 18 | 6.25 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 227,148 | -0.97 | 11,666 | -1.34 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 15,266 | -5.61 | 784 | -5.88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,816 | -19.12 | 299 | -19.46 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 9,953 | 511 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 532,402 | -20.02 | 27,344 | -20.32 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 302 | 0.00 | 16 | 0.00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 240,845 | 59.28 | 12,370 | 58.68 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 40 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,177 | 3.13 | 112 | 2.78 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7,255 | -87.62 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 8,831 | 454 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 57,234 | 1.10 | 2,921 | 0.10 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 34,164 | 2.30 | 1,755 | 1.92 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 25,171 | -11.06 | 1,293 | -11.39 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 6,078 | 2.81 | 312 | 2.63 | ||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 36,891 | 1.17 | 1,895 | 0.80 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 12,427 | 0.00 | 638 | -0.31 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 295,223 | 18.09 | 15,163 | 17.65 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 4,336 | 222 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13,623 | 1 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 5,470 | 0.00 | 281 | -0.36 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 57,654 | 9.81 | 2,961 | 9.02 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 57,054 | 125.69 | 2,930 | 124.87 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 89,065 | 0.27 | 4,574 | -0.09 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 36,003 | 268.39 | 1,849 | 267.59 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 258,972 | -3.77 | 13,301 | -4.12 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 18,994 | 976 |
