Mga Batayang Estadistika
| Pemilik Institusional | 653 total, 653 long only, 0 short only, 0 long/short - change of 0.15% MRQ |
| Alokasi Portofolio Rata-rata | 0.7694 % - change of -5.37% MRQ |
| Saham Institusional (Jangka Panjang) | 174,942,644 (ex 13D/G) - change of 8.50MM shares 5.11% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 10,181,251 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (US:RDVY) memiliki 653 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 174,942,644 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Ameriprise Financial Inc, Bank Of America Corp /de/, Commonwealth Equity Services, Llc, UBS Group AG, Envestnet Asset Management Inc, and Royal Bank Of Canada .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (NasdaqGM:RDVY) 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 65.96 / share. Previously, on September 6, 2024, the share price was 56.04 / share. This represents an increase of 17.70% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Nwam Llc | 4,688 | 0.02 | 298 | 8.76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 25,895,165 | 9.32 | 1,624,662 | 17.17 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 165,184 | 4.51 | 10,364 | 12.01 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 5,440 | -44.43 | 341 | -40.49 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 388,880 | 14.92 | 24,399 | 23.17 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 257 | 0.00 | 16 | 6.67 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 122,456 | -12.89 | 7,683 | -7.59 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7,518 | -20.67 | 472 | -14.98 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2,800 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Clg Llc | 190,128 | -17.60 | 11,929 | -11.69 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 39,330 | -0.28 | 2,468 | 6.89 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 21,777 | 28.06 | 1,366 | 37.42 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 156,165 | 20.27 | 9,798 | 28.89 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3,737 | -1.01 | 234 | 6.36 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 219 | 14 | ||||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 9,178 | -19.79 | 576 | -14.05 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 2,734 | 172 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 112,340 | -5.29 | 7,048 | 1.51 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 16,763 | -9.78 | 1,052 | -3.31 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 3,513 | 220 | ||||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 321,045 | 13.67 | 20,142 | 21.83 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5,755,413 | -5.25 | 361 | 1.69 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 138,778 | -24.71 | 8,707 | -19.31 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 6,357 | -28.48 | 399 | -23.46 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 10,102 | 634 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 31,087 | 2.25 | 1,950 | 9.61 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 6,519 | 0.03 | 415 | 11.56 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,640 | 103.47 | 103 | 126.67 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 67,907 | 2.26 | 4,260 | 9.60 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 94 | 1.08 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 4,647 | -12.44 | 292 | -6.13 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,556 | -18.52 | 223 | -12.55 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 349,978 | 2.41 | 21,958 | 9.75 | ||||
| 2025-08-07 | 13F | PFG Advisors | 199,667 | -2.43 | 12,527 | 4.57 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 279 | 18 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 931,960 | 3.77 | 58,471 | 11.21 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 17,220 | -11.53 | 1,080 | -5.18 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 27,731 | 21.42 | 1,740 | 30.07 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 4,683 | -0.83 | 294 | 6.16 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 372,731 | 0.27 | 23,385 | 7.47 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8,298 | 521 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 76,458 | 2.60 | 4,797 | 9.95 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 9,809 | 5.70 | 615 | 13.26 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16,651 | 0.83 | 1,045 | 8.07 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 5,549 | -17.88 | 348 | -11.90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,328,699 | 26.53 | 271,583 | 35.61 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 145,728 | 2.59 | 9,143 | 9.95 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 14,566 | -11.54 | 914 | -5.19 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 23,712 | -21.14 | 1,488 | -15.51 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 30,167 | 10.98 | 1,893 | 18.92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,101,967 | 125.02 | 69,137 | 141.17 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 147,738 | -1.21 | 9,269 | 5.88 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3,966 | 249 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 80,156 | -4.64 | 5,029 | 2.22 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,258 | 0.00 | 79 | 6.85 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 126,505 | 2.66 | 7,937 | 10.02 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 277,590 | 14.78 | 17,416 | 23.01 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 848,500 | 26.92 | 53,235 | 36.03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 86,421 | -10.76 | 5,422 | -4.54 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 5,364 | 0.00 | 337 | 7.01 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 19,793 | -1.87 | 1,242 | 5.17 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 4,183 | 10.31 | 262 | 18.55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90,823 | 95.37 | 5,698 | 109.41 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 72,480 | -20.91 | 5 | -20.00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5,149 | -1.55 | 323 | 5.56 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 80,631 | -33.07 | 5,059 | -28.28 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 179,753 | 4.00 | 11,278 | 11.45 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 25,282 | -34.68 | 1,586 | -29.98 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 558 | -70.77 | 35 | -68.47 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 18,129 | -0.66 | 1,137 | 6.46 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 300 | 0.00 | 19 | 5.88 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10,363 | 1 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,286,136 | 6.18 | 143,436 | 13.79 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 5,777 | 17.95 | 362 | 26.57 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 17,197 | 0.06 | 1,085 | 10.50 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 108,475 | 17.58 | 6,806 | 26.02 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 13,686 | 48.05 | 859 | 58.60 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,657 | 38.11 | 355 | 48.12 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 53,159 | 6.73 | 3,335 | 14.41 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 14,604 | 14.15 | 916 | 22.46 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 14,076 | -1.53 | 883 | 5.62 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 67,612 | 9.29 | 4,242 | 18.13 | ||||
| 2025-08-14 | 13F | Fmr Llc | 37,577 | 1.32 | 2,358 | 8.57 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 130,844 | 13.56 | 8,209 | 21.71 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 319,876 | -1.39 | 20,069 | 5.69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 541,777 | 2.82 | 33,991 | 10.20 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 75,954 | 1.47 | 4,765 | 8.77 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 18 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 57,329 | 24.90 | 3,597 | 33.83 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 4,811 | -0.29 | 304 | 7.80 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 233,307 | 2.63 | 14,638 | 9.99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,017,109 | 23.73 | 64 | 31.25 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 40,597 | 8.75 | 2,547 | 16.57 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 31,741 | -0.70 | 1,991 | 6.41 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 4,107 | -87.04 | 258 | -10.45 | ||||
| 2025-04-08 | 13F | Presidio Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 7,192 | 27.68 | 451 | 37.08 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 10,073 | 0.09 | 632 | 7.13 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 22,844 | -11.56 | 1,433 | -6.16 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,633 | 102 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5,676 | 28.07 | 356 | 37.45 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5,400 | 193.64 | 339 | 215.89 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22,631 | 1.25 | 1,420 | 8.49 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 244 | 480.95 | 15 | 650.00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 98,944 | 10.43 | 6,208 | 18.34 | ||||
| 2025-08-14 | 13F | Betterment LLC | 48,475 | 19.45 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 122,004 | 15.89 | 7,655 | 24.21 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 140,311 | 3.82 | 8,977 | 18.85 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 182 | 0.00 | 11 | 10.00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 165,403 | -9.38 | 10 | 0.00 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 79,215 | 2.98 | 4,970 | 10.35 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 62,720 | 13.05 | 4,034 | 28.24 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 6,564 | -42.81 | 412 | -38.75 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 180,924 | 5.32 | 11,351 | 12.88 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 3,220 | -5.99 | 202 | 0.50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,795,239 | 3.63 | 175,373 | 11.07 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 23,579 | 2.50 | 1,479 | 9.88 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11,026 | 11.91 | 692 | 19.97 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 4,302 | 0.02 | 270 | 7.17 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 418 | 26 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,110 | 41.62 | 885 | 51.80 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 117,819 | 0.99 | 7,392 | 8.23 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 199,703 | -11.45 | 12,529 | -5.10 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 648 | 34.16 | 41 | 42.86 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Bangor Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14,628 | 1.02 | 940 | 11.52 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 246,952 | -3.39 | 15,494 | 3.54 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 221,996 | 4.40 | 13,928 | 11.90 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 3,900 | 0.00 | 245 | 7.02 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 14,265 | -11.38 | 895 | -5.10 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 92,722 | -2.26 | 5,817 | 4.75 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 969 | 0.00 | 61 | 7.14 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26,755 | -3.09 | 1,679 | 3.84 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,708 | 32.81 | 0 | |||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 14,377 | 6.88 | 902 | 14.49 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 11,631 | -53.62 | 730 | -50.31 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 567,208 | 0.59 | 35,587 | 7.80 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 7,321 | -25.43 | 459 | -20.03 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 122,446 | 13.28 | 7,682 | 21.42 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 69,579 | -2.70 | 4,365 | 4.28 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 3,250 | 204 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 46,284 | 79.29 | 2,904 | 92.12 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 12,389 | -4.03 | 777 | 2.91 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 266,237 | 96.55 | 16,704 | 110.66 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 7,064 | -28.09 | 443 | -22.96 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 145,471 | 21.82 | 9,127 | 30.56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 59,608 | -0.33 | 3,740 | 10.07 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 60,375 | 54.61 | 3,788 | 65.70 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12,276 | 52.82 | 770 | 63.83 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 8,167 | 0.00 | 478 | -0.83 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 12,866 | -6.35 | 807 | 0.37 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 33,621 | 5.72 | 2,181 | 23.92 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 58,408 | 175.98 | 3,665 | 195.96 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 40 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 425 | 0.00 | 27 | 8.33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 27,765 | -3.16 | 1,742 | 3.81 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 22,020 | -88.71 | 1,382 | -87.91 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 4,125 | 259 | ||||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 14,854 | 16.06 | 932 | 24.30 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 27,837 | -25.44 | 1,746 | -20.09 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 542,059 | 4.46 | 34,009 | 11.95 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 11,619 | 0.00 | 729 | 7.06 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,092 | -1.12 | 194 | 5.46 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 75,564 | 1.70 | 4,741 | 8.99 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 18,996 | -57.11 | 1,192 | -54.05 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 56,568 | -7.26 | 3,549 | -0.59 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3,017 | -3.52 | 189 | 3.28 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 146,717 | 74.78 | 9,203 | 87.09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 180,582 | 127.22 | 11,330 | 143.53 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 224,504 | 29.82 | 14,085 | 39.14 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 16,701 | -20.14 | 1,048 | -14.46 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 3,550 | 0.00 | 223 | 7.25 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,024 | 0.00 | 64 | 8.47 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 657 | -58.13 | 38 | -58.70 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 105,859 | -1.02 | 6,642 | 6.07 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 61,659 | 3.41 | 3,869 | 10.83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 103,233 | 16.41 | 6,477 | 24.75 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 837 | 0.00 | 53 | 8.33 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 12,674 | 0.33 | 795 | 7.58 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 325,463 | 3.45 | 20,420 | 10.88 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 16,459 | 8.05 | 1,033 | 15.82 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 5,783 | 1.30 | 363 | 8.38 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1,009,938 | -8.30 | 60,788 | 1.00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 72,358 | -0.29 | 4,540 | 6.88 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 5,785 | 0.68 | 363 | 8.04 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 122,493 | 4.49 | 7,685 | 11.99 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 47,305 | -6.82 | 2,968 | -0.17 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 377,614 | 80.72 | 23,692 | 93.70 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 5,848 | 0.88 | 367 | 7.96 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 666,963 | 7.26 | 41,845 | 14.95 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2,494 | 0.00 | 156 | 7.59 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 107,003 | 7.71 | 6,713 | 15.44 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4,341 | -3.53 | 272 | 17.24 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 4,770 | 0.00 | 299 | 7.17 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 59,562 | 0.27 | 3,799 | 19.66 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 170 | 0.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 302,041 | -0.77 | 18,950 | 6.35 | ||||
| 2025-07-31 | 13F | United Community Bank | 1,370 | 0.00 | 86 | 6.25 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 15,072 | 1.86 | 946 | 9.12 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 17,473 | 1,096 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24,557 | 0.14 | 1,541 | 7.32 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 12,421 | -9.49 | 779 | -2.99 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 199,426 | 2.19 | 12,512 | 9.52 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 19,820 | 10.55 | 1,244 | 18.49 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 4,037 | 0.00 | 236 | 0.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 550 | 0.18 | 35 | 6.25 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6,049 | 5.07 | 383 | 13.35 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,888 | 244 | ||||||
| 2025-08-08 | 13F | Creative Planning | 13,383 | -30.73 | 840 | -25.82 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 37,095 | 1.80 | 2,327 | 9.10 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9,858,738 | 3.52 | 618,537 | 10.95 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 69,974 | -2.62 | 4,390 | 4.37 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40,342 | -64.24 | 2,531 | -61.67 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 291,655 | -0.56 | 18,298 | 6.58 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 227,353 | 10.69 | 14,264 | 18.64 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 56,241 | 5.56 | 3,529 | 13.11 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 14,190 | 1.65 | 890 | 8.94 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 47,166 | 70.38 | 2,959 | 82.65 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 3,665 | 0.00 | 230 | 7.01 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 6,145 | 16.87 | 386 | 25.41 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 28,333 | 9.70 | 1,778 | 17.60 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 120 | 8 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 5,174 | -5.77 | 325 | 0.93 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 98,444 | -0.11 | 6,176 | 7.05 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 105,582 | -6.51 | 6,624 | 0.20 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 296,408 | 2.12 | 18,597 | 9.45 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 85,278 | 106.97 | 5,350 | 121.90 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 674 | 0.00 | 42 | 7.69 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 27,483 | -1.12 | 1,724 | 5.96 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 1 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 905,565 | 31.61 | 56,525 | 41.56 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 86,065 | -1.00 | 5,400 | 6.09 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8,997 | -77.66 | 564 | -76.31 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 10,798 | 0.27 | 677 | 7.46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,403,926 | 44.29 | 88,082 | 54.64 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 578,049 | 0.45 | 36,267 | 7.66 | ||||
| 2025-07-22 | 13F | Headland Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 41,965 | -1.04 | 2,633 | 6.04 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 2,108 | 0.00 | 132 | 7.32 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 290,787 | 5.68 | 18,244 | 13.26 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 46,420 | 8.46 | 2,912 | 16.25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,416,412 | -6.74 | 88,866 | -0.05 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 51,766 | -0.43 | 3,248 | 6.70 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 16,942 | 27.85 | 1,063 | 37.03 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 27,801 | 7.24 | 1,744 | 14.96 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 106 | 0.00 | 7 | 0.00 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 55,405 | -10.12 | 3,476 | -3.66 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 42 | 0.00 | 3 | 0.00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 89,194 | 92.86 | 5,221 | 90.90 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 98,169 | 3.60 | 6,159 | 11.05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 185,356 | 6.16 | 11,629 | 12.63 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 214,552 | 3.19 | 13,461 | 10.59 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 34,050 | -0.18 | 2,136 | 6.53 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 525,641 | 1.62 | 32,979 | 8.91 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 28,296 | 36.90 | 1,775 | 46.82 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 56,561 | -0.84 | 3,549 | 6.26 | ||||
| 2025-07-16 | 13F | American National Bank | 82 | 0.00 | 5 | 25.00 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 276 | -98.92 | 17 | -98.86 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 79,960 | 11.14 | 5,017 | 19.12 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 87,090 | 1.87 | 5,464 | 9.19 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 198,677 | 2.03 | 12,465 | 9.35 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 5,420 | 34.69 | 340 | 44.68 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 75,377 | 1.91 | 4,729 | 9.24 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 8,890 | 0.01 | 1 | |||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 127,462 | 1.79 | 7,997 | 9.09 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 14,783 | -20.24 | 928 | -14.48 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 15,606 | 0.00 | 979 | 7.23 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,130 | 0.00 | 134 | 7.26 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 62,340 | 10.12 | 3,911 | 18.01 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5,463 | -6.77 | 343 | -0.29 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 116,496 | -10.05 | 7,309 | -3.60 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3,019 | 303.61 | 189 | 339.53 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 14,353 | 900 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 18,818 | 2.25 | 1,181 | 9.56 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 3,668 | -8.09 | 230 | -1.29 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 57,085 | -0.83 | 3,582 | 6.29 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 318,347 | 5.88 | 19,973 | 13.48 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 26,213 | 100.24 | 2 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3,460 | 217 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 236,612 | 1.57 | 14,845 | 8.85 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 107 | 0.00 | 7 | 0.00 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 69,542 | 1.51 | 4,363 | 8.80 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 242,829 | -4.76 | 15,488 | 3.76 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2,062 | 0.00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 4,994 | -8.95 | 313 | -2.49 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 199 | 0.00 | 12 | 9.09 | ||||
| 2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 106,899 | 3.59 | 6,707 | 11.03 | ||||
| 2025-07-28 | 13F | Dash Acquisitions Inc. | 3,199 | 206 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 4,659 | 292 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 320 | -1.54 | 20 | 5.26 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 4,359 | 3.15 | 276 | 16.95 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 7,640 | 0.00 | 479 | 7.16 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6,107 | 383 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 21,715 | 23.32 | 1,362 | 32.23 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 196,566 | 12,333 | ||||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 4,235 | 0.00 | 266 | 7.29 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 102,900 | 5.96 | 6,456 | 12.40 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 64,200 | 4,028 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 38,681 | 10.67 | 2,427 | 18.57 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,358,900 | 7.04 | 85 | 14.86 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 30,456 | -1.98 | 1,911 | 5.06 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 56,755 | 6.27 | 3,561 | 13.88 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 33,933 | -9.85 | 2,129 | -3.40 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 57,506 | 10.13 | 3,608 | 17.99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 87,624 | -2.14 | 5,498 | 4.88 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 5,479 | 0.00 | 344 | 7.19 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 8,082 | 507 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,021 | -99.10 | 64 | -99.04 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 8,557 | -54.85 | 531 | -52.12 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 82,306 | 20.14 | 5,164 | 28.75 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 63,974 | -3.04 | 4 | 33.33 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 23,255 | 4.79 | 1,459 | 12.32 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,018,270 | 5.55 | 63,886 | 13.13 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 158,273 | -0.17 | 9,930 | 7.00 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 20,050 | 0.00 | 1,174 | 0.00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 271,590 | 5.55 | 17,040 | 13.13 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 5,096 | 6.45 | 285 | 0.71 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 34,487 | -0.13 | 2,164 | 7.03 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 4,671 | 273 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 33,489 | 89.49 | 2,101 | 103.19 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 119,810 | 7,517 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 5,659 | 977.90 | 355 | 1,083.33 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,958 | 750 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 212,224 | 3.60 | 13,315 | 11.02 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 24,468 | 3.15 | 1,535 | 10.59 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 3,018 | 0.00 | 189 | 7.39 | ||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 4,353 | 8.66 | 275 | 17.52 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 24,574 | 1.23 | 1,542 | 8.44 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 17,860 | 4.89 | 1,121 | 12.45 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 96,264 | 3.96 | 6,040 | 11.42 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 21,990 | -67.98 | 1,380 | -65.70 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 20,712 | -34.68 | 1,299 | -30.01 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 101,806 | 4.31 | 6,387 | 11.80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 88,680 | 38.28 | 5,191 | 36.89 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 16,649 | -5.66 | 1,045 | 1.06 | ||||
| 2025-08-13 | 13F | Breakthru Advisory Services, Llc | 193,146 | 0.00 | 11,307 | 0.00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4,495 | 0.00 | 289 | 16.60 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 59,611 | 0.69 | 3,740 | 7.94 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 9,765 | 26.26 | 1 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 6,989 | 51.41 | 438 | 62.22 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 38,172 | 46.55 | 2 | 100.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 67,311 | -0.20 | 4,223 | 6.97 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 11,898 | -12.69 | 746 | -6.40 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 348,174 | 4.42 | 21,844 | 11.91 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28,591 | 17.48 | 1,794 | 25.91 | ||||
| 2025-06-03 | 13F | Invst, LLC | 102,354 | -12.68 | 5,992 | -13.57 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1,000 | 0.00 | 63 | 6.90 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 36,565 | -2.47 | 2,294 | 4.56 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 8,298 | -19.97 | 521 | -14.19 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,517 | 221 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 62,457 | -30.23 | 3,919 | -25.23 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 108,462 | -25.94 | 6,805 | -20.63 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 106,336 | 1.51 | 6,672 | 8.79 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 19,971 | -1.18 | 1,253 | 5.83 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 224 | 0.00 | 14 | 7.69 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11,189 | 58.87 | 702 | 70.39 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 12,485 | 4.38 | 783 | 17.39 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 4,709 | 1.42 | 295 | 8.86 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 33,586 | 0.51 | 2,107 | 7.72 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 16,147 | 58.35 | 1,013 | 69.97 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 144,621 | 4.95 | 9,073 | 12.47 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 5,301 | -5.39 | 333 | 1.53 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 87,291 | -30.36 | 5,477 | -25.36 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 122 | 0.00 | 8 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 44,638 | 4.95 | 2,801 | 12.49 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 147,989 | 3,584.07 | 9,285 | 3,817.30 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 40,211 | -4.11 | 2,523 | 1.69 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 3,193 | 200 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 148,470 | 11.29 | 9,315 | 19.29 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3,575 | 0.00 | 224 | 8.21 | ||||
| 2025-07-16 | 13F | Novem Group | 19,090 | 2.99 | 1,198 | 10.32 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 42,999 | -0.73 | 2,698 | 6.39 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 94 | 0.00 | 6 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 115,789 | 21.26 | 7,265 | 29.95 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,438,734 | 3.80 | 153,006 | 11.25 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 7,046 | 0.00 | 442 | 7.28 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 103,523 | -8.20 | 6,495 | -1.61 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 65,483 | 8.00 | 4,108 | 15.75 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10,887 | -46.91 | 683 | -43.08 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 20,408 | -5.50 | 1,280 | 1.27 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 453 | 0.22 | 28 | 7.69 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 22,805 | 0.02 | 1,431 | 7.20 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 18,153 | 0.02 | 1,139 | 7.16 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 189,775 | 98.64 | 11,906 | 112.91 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 114,863 | 7.88 | 7,207 | 15.63 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 5,855 | 367 | ||||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 6,701 | -1.11 | 420 | 6.06 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 216,998 | -7.44 | 13,749 | -0.25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 135,282 | 8.62 | 8,488 | 16.42 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 32,580 | -6.46 | 2,064 | 1.23 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,926 | -0.51 | 184 | 6.40 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 417,481 | 30.88 | 26,193 | 40.27 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 84,706 | 368.14 | 5,314 | 401.79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,240,145 | 6.77 | 203,194 | 14.35 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,545 | 277.13 | 222 | 303.64 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 11,756 | 12.85 | 738 | 21.02 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 119,823 | 6.73 | 7,518 | 14.40 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 17,613 | -2.82 | 1,105 | 4.15 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 233 | 0.00 | 15 | 7.69 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 38,295 | -33.05 | 2,403 | -28.26 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,344,406 | 5.48 | 84 | 13.51 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23,414 | 13.70 | 1,469 | 21.83 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 925 | 0.00 | 58 | 7.41 | ||||
| 2025-07-15 | 13F | Xcel Wealth Management, LLC | 4,845 | 0.00 | 304 | 7.07 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4,460 | 346.00 | 280 | 381.03 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 20,991 | -9.26 | 1 | 0.00 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 981,307 | -30.36 | 61,567 | -25.36 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11,333 | 663 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 27,903 | 1.87 | 1,751 | 9.17 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 149,399 | 6.71 | 9,373 | 14.37 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 119,055 | 191.87 | 7,469 | 212.90 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 4,323 | -2.31 | 253 | -6.99 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 17,250 | -3.68 | 1,082 | 3.24 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18,053 | 4.30 | 1,133 | 11.75 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 3,505 | 0.26 | 220 | 7.35 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 52,996 | -1.13 | 3,325 | 5.96 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 61,777 | 1.99 | 3,876 | 9.31 | ||||
| 2025-07-15 | 13F | Maseco Llp | 8,858 | 556 | ||||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 109 | 0.00 | 7 | 0.00 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6,448 | 405 | ||||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 96,717 | -10.51 | 6,068 | -4.08 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 6,539 | 8.55 | 410 | 16.48 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 56,378 | -5.69 | 3,537 | 1.09 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 10,284 | 13.40 | 645 | 21.70 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1,600 | 0.00 | 100 | 7.53 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 558 | 0.00 | 35 | 9.38 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 50,018 | -0.60 | 3,138 | 6.55 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 177,834 | 18.49 | 11,157 | 27.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,248,516 | -2.23 | 78,332 | 4.79 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 940,700 | 0.93 | 59,020 | 8.17 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 21,431 | 5.55 | 1,345 | 13.13 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 7,722 | -0.48 | 484 | 6.61 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 13,868 | -18.21 | 870 | -12.30 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 29,575 | 1.83 | 1,856 | 9.12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 179,146 | -1.79 | 11,240 | 5.25 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 98 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 173,000 | 80.85 | 10,854 | 93.86 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 9,542 | 27.01 | 609 | 47.57 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 240 | 0.00 | 15 | 7.14 | ||||
| 2025-08-12 | 13F | Prudential Plc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 206,604 | 5.34 | 12,962 | 12.90 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 367,052 | 12.48 | 23,029 | 20.55 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12,054 | -11.24 | 756 | -4.79 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 19,923 | 2.06 | 1,250 | 9.37 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 25,869 | -7.73 | 1,639 | -0.18 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 15,499 | -89.23 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 536,395 | 0.47 | 33,653 | 7.68 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 462 | 0.00 | 29 | 3.70 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 21,715 | 33.11 | 1,362 | 34.58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16,450 | 16.78 | 1,032 | 25.24 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 21,051 | -8.50 | 1,321 | -1.93 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 78,119 | 0.66 | 4,901 | 7.90 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 13,531 | -48.14 | 800 | -47.61 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 25,338 | 1,590 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 32,708 | -2.61 | 2,052 | 4.37 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 83 | 5 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 69,000 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 7,655 | 0.31 | 480 | 7.62 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 171,103 | 2.77 | 10,735 | 15.20 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 4,600 | 0.00 | 289 | 7.06 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 9,485 | 2.46 | 595 | 9.98 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 853,924 | 3.35 | 53,575 | 10.76 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 20,359 | -1.76 | 1,277 | 5.28 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 65,222 | -69.19 | 4,132 | -64.80 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 709 | -75.60 | 44 | -74.12 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 48,648 | -45.90 | 3,052 | -42.02 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 151,783 | 1.06 | 9,523 | 8.30 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 174,141 | -0.41 | 10,926 | 6.73 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 63,896 | 11.47 | 4,009 | 22.98 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 25,102 | 561.80 | 1,575 | 609.01 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 57,947 | 11.47 | 3,636 | 19.45 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 66 | 0.00 | 4 | 33.33 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 195,898 | -2.14 | 11,468 | -3.13 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,215 | 202 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17,023 | -7.79 | 1,068 | -1.11 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 255,823 | 20.44 | 16,050 | 29.08 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 10,346 | 4.87 | 649 | 12.48 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 156,483 | 2.76 | 9,761 | 9.50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,622,035 | 3.79 | 164,506 | 11.24 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 15,453 | 2.64 | 970 | 9.99 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 158 | -69.14 | 0 | |||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 47,143 | -2.66 | 2,958 | 4.30 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 59,039 | 3,780 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 612 | 0.00 | 38 | 8.57 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 5,456 | 0.09 | 342 | 7.21 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 4,130 | 0.02 | 259 | 7.47 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6,696 | 42.68 | 420 | 53.28 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 3,655 | -27.68 | 229 | -22.37 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 481,513 | 1.11 | 30,210 | 8.37 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 286,447 | 26.26 | 17,972 | 35.31 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 26,333 | -1.05 | 1,652 | 6.10 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 19,696 | -2.21 | 1,236 | 4.75 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 101,759 | 3.01 | 6,384 | 10.41 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 367,543 | 4.85 | 23,060 | 12.37 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 445 | 15.28 | 28 | 22.73 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 6,093 | -39.11 | 382 | -34.70 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 29,575 | 1,856 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 18,833 | -1.77 | 1,182 | 5.26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10,008 | 34.30 | 628 | 43.81 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 10,525 | 0.00 | 660 | 7.14 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 37,882 | -6.92 | 2,421 | 12.19 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 134,022 | -1.48 | 8,409 | 5.59 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 76,570 | 55.92 | 4,804 | 67.15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,843 | 492 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2,000 | 125 | ||||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 13,133 | 24.97 | 824 | 33.82 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,113 | 150.99 | 1,764 | 169.16 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 176,967 | 1.80 | 11,103 | 9.10 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4,212 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,130 | -64.81 | 1,326 | -62.29 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 17,721 | -22.65 | 1,112 | -17.15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35,116 | -53.33 | 2 | -50.00 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 6,090 | 8.96 | 382 | 16.82 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 31,120 | 0.67 | 1,952 | 7.90 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6,130 | 0.00 | 385 | 7.26 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 534,527 | 4.22 | 33,536 | 11.70 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 19,882 | -9.15 | 1,247 | -2.65 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 117,721 | 27.98 | 7,386 | 37.17 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 364,470 | 26.70 | 22,867 | 35.79 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 5,256 | -96.11 | 330 | -95.84 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 12,977 | -16.41 | 814 | -10.35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,381,386 | -1.80 | 149 | 5.67 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 70,574 | -2.21 | 4,428 | 4.81 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14,173 | 19.28 | 890 | 27.91 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 11 | 0.00 | 1 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 15,108 | 88.26 | 948 | 101.92 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,537,057 | 4.11 | 410,135 | 11.58 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 9,832 | -10.21 | 617 | -3.90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 70,237 | 2.41 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8,218 | 2.42 | 516 | 9.81 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 36,758 | 38.94 | 2,306 | 48.97 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 44,200 | -3.28 | 2,801 | 10.50 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 61,401 | 0.00 | 3,852 | 7.18 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 527 | 201.14 | 33 | 230.00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 143,240 | 8,987 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3,648 | 229 | ||||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 296,274 | 1.00 | 18,588 | 8.25 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 47,173 | 3.32 | 2,960 | 10.74 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12,762 | 3.85 | 801 | 11.27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 589,845 | 2.82 | 37,007 | 10.19 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 158 | -38.28 | 10 | -35.71 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 22,853 | 221.10 | 1,338 | 264.31 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 24,116 | 5.04 | 1,513 | 12.57 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18,923 | -7.73 | 1,187 | -1.08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5,115,328 | 5.32 | 320,936 | 12.87 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 71,379 | -8.97 | 4,478 | -2.44 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11,959 | -23.23 | 750 | -17.67 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 21,606 | 1.58 | 1,356 | 8.84 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1,060,141 | 10.93 | 66,539 | 18.89 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 375 | 24 | ||||||
| 2025-04-23 | 13F | KPP Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 127,471 | 2,449.42 | 7,998 | 2,638.70 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 6,120 | 0.00 | 384 | 6.98 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 61,488 | 4.78 | 3,922 | 14.15 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 87,977 | -32.30 | 5,520 | -27.45 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 78,417 | 15.30 | 4,920 | 23.56 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 850 | -51.43 | 53 | -48.04 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 306 | 20 | ||||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 146,810 | 18.75 | 9,211 | 27.26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 545,836 | -5.61 | 34,246 | 1.16 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 65,851 | 42.82 | 4,177 | 54.72 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 23,499 | 5.05 | 1,474 | 12.61 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 103,427 | 3.09 | 6,489 | 10.51 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 7,804 | 0.00 | 490 | 7.24 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 15,687 | -1.53 | 1 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 144,587 | 5.78 | 9,071 | 13.37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11,201,473 | 1.81 | 702,780 | 9.11 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 9,256 | -11.07 | 581 | -4.76 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 30,136 | 2.03 | 1,891 | 9.31 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 52,548 | -11.84 | 3,329 | -5.67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 143,530 | 112.58 | 9,005 | 127.86 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 28,377 | 8.19 | 1,780 | 15.96 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 113,678 | 0.72 | 7,132 | 7.95 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 31,118 | 51.07 | 1,952 | 61.99 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 3,700 | 0.00 | 232 | 7.41 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 432,090 | -24.47 | 27,173 | -18.86 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 205,819 | 5.15 | 12,913 | 12.70 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 452,699 | -2.46 | 28,402 | 4.54 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 38,768 | 1.46 | 2,432 | 8.77 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 3,849 | 241 | ||||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 98,772 | 1.23 | 6,197 | 8.49 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 88,054 | 7.36 | 5,525 | 15.06 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 261,635 | -4.79 | 16,415 | 2.05 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 16,387 | -2.14 | 1 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 16,748 | -23.64 | 1,051 | -18.16 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,027 | -75.73 | 64 | -74.09 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4,789 | 0.04 | 300 | 7.14 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3,700 | -40.04 | 232 | -35.73 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 52,283 | -56.01 | 3,280 | -52.86 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 25,083 | 1,574 | ||||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 91,026 | 14.27 | 5,329 | 42.04 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 22,208 | -0.46 | 1,393 | 6.66 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 103,766 | 72.21 | 6,510 | 84.58 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11,720 | 37.77 | 735 | 47.59 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 48,938 | -19.17 | 3,070 | -13.37 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 78,142 | 31.09 | 4,903 | 40.50 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7,481 | -23.30 | 469 | -17.72 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 568 | 36 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 20,127 | 8.99 | 1,263 | 16.74 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 21,994 | -2.34 | 1,380 | 4.63 | ||||
| 2025-05-13 | 13F | Clear Street Markets Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 906,359 | 4.47 | 56,865 | 11.97 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 6,152 | 386 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,337,390 | 22.87 | 146,648 | 31.68 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 346,323 | 4.70 | 21,732 | 12.21 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 658,282 | -0.58 | 41,301 | 6.55 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 14,806 | 0.43 | 929 | 7.53 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 297 | 0 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 23,934 | 104.04 | 1,502 | 118.80 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 17,967 | 0.27 | 1,127 | 7.54 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 40,983 | -2.40 | 2,571 | 4.60 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 4,438 | 0.16 | 0 | |||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1,076 | 0.00 | 69 | 9.68 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,665 | 0.00 | 230 | 7.01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,969,781 | 12.74 | 249,065 | 20.83 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 8,885 | 0.08 | 557 | 7.32 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 112,087 | -72.12 | 7,032 | -70.12 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11,306 | -14.31 | 709 | -3.01 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 18,363 | -1.99 | 1,152 | 5.11 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 14,778 | 66.06 | 865 | 64.45 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 19,900 | 0.00 | 1,249 | 7.22 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 12,276 | 10.18 | 770 | 18.10 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 186,910 | 2.94 | 11,727 | 10.32 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 142,115 | 119.21 | 8,916 | 134.94 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7,074,097 | 15.66 | 442,526 | 23.92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 56,445 | -0.18 | 3,541 | 6.53 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 6,446 | -0.05 | 404 | 7.16 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3,990 | -1.80 | 250 | 5.49 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 57,296 | -1.42 | 3,595 | 5.64 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 158,580 | -5.10 | 9,531 | 1.49 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,952 | -13.61 | 373 | -7.44 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 8,940 | -8.31 | 561 | -1.75 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 3,903 | 0.18 | 245 | 7.02 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 31,046 | 1,948 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 274,842 | 26.98 | 17,244 | 36.08 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10,604 | 123.34 | 665 | 140.07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 122 | 8 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 228,237 | 3.65 | 14,320 | 12.07 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4,988 | 0.79 | 313 | 7.96 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 36,309 | -7.33 | 2,278 | -0.65 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 7,495 | -14.05 | 470 | -7.84 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 20,308 | 1.84 | 1,274 | 9.17 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 31,529 | -2.81 | 1,978 | 4.16 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 13,857 | -0.72 | 869 | 6.36 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5,345 | -42.77 | 339 | -33.73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 21,562 | 3.40 | 1,353 | 10.82 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 545,512 | 2.29 | 34,225 | 9.63 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 106,077 | 156.89 | 6,621 | 180.67 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 322 | -13.44 | 20 | -4.76 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8,986 | 4.05 | 564 | 11.49 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 652 | 0.46 | 41 | 5.26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 16,851,576 | 0.77 | 1,057,268 | 8.00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 228 | 10.14 | 14 | 16.67 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 83,835 | 0.94 | 5,260 | 8.17 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 35,937 | 0.79 | 2,244 | 7.52 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 7,901 | 1.46 | 496 | 8.79 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 724 | 20.67 | 45 | 28.57 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | -100.00 | 0 |
Other Listings
| MX:RDVY |
