Mga Batayang Estadistika
| Pemilik Institusional | 1818 total, 1811 long only, 0 short only, 7 long/short - change of -0.93% MRQ |
| Alokasi Portofolio Rata-rata | 1.1605 % - change of -9.25% MRQ |
| Saham Institusional (Jangka Panjang) | 872,265,384 (ex 13D/G) - change of 2.36MM shares 0.27% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 21,009,377 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF (US:SCHD) memiliki 1818 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 872,265,384 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Kingstone Capital Partners Texas, LLC, Rakuten Investment Management, Inc., Wealthspire Advisors, LLC, Bank Of America Corp /de/, Avantax Advisory Services, Inc., Morgan Stanley, Envestnet Asset Management Inc, Raymond James Financial Inc, and Northwestern Mutual Wealth Management Co .
Struktur kepemilikan institusional Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF (ARCA:SCHD) 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 27.64 / share. Previously, on September 9, 2024, the share price was 27.66 / share. This represents a decline of 0.08% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3,724 | -4.54 | 99 | -10.09 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 14,106 | 374 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 260,128 | -2.40 | 6,893 | -7.50 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 52,324 | 8.39 | 1,387 | 2.74 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 31,117 | -1.16 | 825 | -6.36 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 34,801 | -1.88 | 922 | -6.96 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 318,606 | -0.79 | 8,443 | -5.97 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 18,051 | -29.74 | 478 | -33.43 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 211,229 | -1.21 | 5,598 | -6.37 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 76,117 | 14.92 | 2,017 | 8.97 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 74,664 | 2 | ||||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 354,238 | 2.66 | 9,387 | -2.70 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 15,479 | 24.19 | 410 | 17.82 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 11,070 | 0.00 | 293 | -5.18 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 172,115 | -0.41 | 4,561 | -5.61 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 30,557 | 0.40 | 810 | -4.82 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 67,892 | -1.25 | 2 | 0.00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 513 | 42.50 | 14 | 55.56 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 2,598 | 0.00 | 69 | -5.56 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 21,970 | -76.04 | 582 | -77.29 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 33,892 | 43.55 | 898 | 36.06 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 83,553 | 12.22 | 2,214 | 6.39 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 336,269 | -1.23 | 8,911 | -6.39 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 248,853 | 0.04 | 6,595 | -5.18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17,528,202 | -17.32 | 464,497 | -21.64 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 8,262 | -46.77 | 219 | -49.65 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 457,466 | -5.27 | 12,123 | -10.22 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 5,843 | 10.37 | 0 | |||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 10,227 | 0.00 | 271 | -4.91 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 98,986 | -2.90 | 2,623 | -7.96 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 4,904,608 | 132,621 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 175,635 | 20.03 | 4,654 | 13.76 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 43,106 | 0.62 | 1,142 | -4.59 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 12,219 | -3.58 | 324 | -8.76 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 9,366 | 0.00 | 248 | -4.98 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 638,509 | 6.55 | 17,278 | 3.13 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 96,186 | 0.73 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 108,313 | -58.98 | 2,870 | -61.12 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 230,571 | -8.95 | 6,110 | -13.70 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 565 | 15 | ||||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 63,119 | -2.30 | 1,673 | -7.42 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 284,895 | -2.41 | 7,550 | -7.51 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,830,412 | 3.79 | 48,506 | -1.63 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 310,099 | -84.67 | 8,218 | -85.47 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 498,216 | 31.21 | 13,203 | 24.36 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 60,739 | 1.44 | 1,610 | -3.88 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 48,224 | 1,278 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 78,025 | -1.03 | 2,068 | -6.22 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 61,407 | 0.90 | 1,627 | -4.35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11,264,610 | 12.11 | 298,684 | 6.31 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 176,567 | 0.31 | 4,679 | -4.92 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 73,585 | -6.49 | 1,950 | -11.36 | ||||
| 2025-04-14 | 13F | Clean Yield Group | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 83,666 | -0.64 | 2,217 | -5.82 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 11,576 | 11.22 | 0 | |||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 1,650,384 | 4.43 | 43,735 | -1.02 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 131,432 | -14.78 | 3,483 | -19.25 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 45,150 | 1.61 | 1,196 | -1.40 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 11,021 | 0.78 | 292 | -4.26 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 11,877 | 0.19 | 315 | -5.14 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 352,264 | 9,335 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 722,339 | -33.49 | 19,142 | -36.99 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1,492 | 25.17 | 40 | 18.18 | ||||
| 2025-08-14 | 13F | Comerica Bank | 164,191 | -11.73 | 4,351 | -16.33 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 402,732 | 12.73 | 10,672 | 6.85 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 60,726 | 0.01 | 1,609 | -5.19 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 405,457 | 4.17 | 10,745 | -1.27 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 79,350 | -65.27 | 2,103 | -67.09 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 39,869 | -16.00 | 1,057 | -20.42 | ||||
| 2025-07-30 | 13F | OMC Financial Services LTD | 21,679 | -2.70 | 574 | -7.72 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 287,189 | 20.29 | 7,611 | 14.01 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 406,202 | 17.62 | 11,049 | 25.76 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 89,998 | 1.29 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 113,960 | -0.44 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 123,380 | -5.28 | 3,270 | -10.24 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 16,466 | 0.98 | 436 | -4.18 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12,867 | -91.68 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,047,805 | -1.33 | 54,267 | -6.48 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 8,421 | 0.96 | 223 | -4.29 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,376,728 | -2.39 | 115,983 | -7.49 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 143,304 | 0.76 | 3,798 | -4.50 | ||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 281,300 | 7.09 | 7,454 | 1.50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 121,793 | 1.21 | 3,228 | -4.07 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 26,392 | -26.05 | 699 | -29.89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 393,771 | -69.28 | 10,435 | -70.88 | ||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 672,530 | 17.18 | 17,822 | 11.06 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 167 | -87.53 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 37,030 | -34.56 | 981 | -37.99 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 663,942 | -3.67 | 18 | -10.53 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,400 | 9.72 | 37 | 5.71 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 359,782 | 1.34 | 9,534 | -3.95 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 18,530 | 0.00 | 489 | -4.31 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 139,723 | -5.06 | 3,703 | -10.01 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 39,809 | -18.28 | 1,055 | -22.56 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 4,030 | 0.00 | 107 | -5.36 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 14,712 | -19.53 | 390 | -23.87 | ||||
| 2025-05-09 | 13F | Keeler THomas Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 300 | 0.00 | 8 | -12.50 | ||||
| 2025-05-28 | 13F | GK Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 1,205,516 | 13.78 | 31,946 | 7.84 | ||||
| 2025-06-17 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 172,293 | 4,449 | ||||||
| 2025-07-17 | 13F | Sfm, Llc | 116,257 | 9.17 | 3,081 | 3.46 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 9,050 | 240 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 428,343 | -13.74 | 11,702 | -15.71 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 9,335 | 0.28 | 247 | -5.00 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 182,728 | 5.10 | 4,842 | -0.39 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Code Waechter LLC | 35,175 | 0.00 | 932 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5,651,066 | -0.32 | 149,753 | -5.52 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 21,448 | 568 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 79 | 11.27 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 10,414 | 276 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 70,640 | -55.11 | 1,872 | -57.47 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1,800 | 0.00 | 48 | -6.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,901,560 | 9.96 | 50,391 | 4.22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 19,500 | -39.06 | 517 | -42.28 | |||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 26,832 | 0.73 | 711 | -4.44 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 291,646 | -0.96 | 7,729 | -6.13 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 108,200 | -39.79 | 2,867 | -42.93 | |||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 3,850 | 186.89 | 102 | -5.56 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3,231,634 | -0.95 | 85,638 | -6.12 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 108,592 | 20.63 | 2,878 | 14.35 | ||||
| 2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 663 | 0.00 | 18 | -5.56 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 33,073 | 15.98 | 876 | 9.91 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 7,937 | 10.42 | 210 | 4.48 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 19,624 | 0.00 | 520 | -5.11 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 29,508 | 4.94 | 1 | |||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 56,895 | -1.82 | 1,508 | -2.96 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 11,781 | 312 | ||||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 1,777 | 0.00 | 47 | -4.08 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 35,522 | -0.14 | 941 | -5.33 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 29,371 | -1.59 | 778 | -6.71 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 5 | -82.76 | 0 | |||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 7,599 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 4,215 | 613.20 | 112 | 593.75 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 225,714 | -2.91 | 5,981 | -7.98 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 47,498 | 25.42 | 1,259 | 18.90 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 302,057 | 1.65 | 8 | 0.00 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 186,834 | 4.83 | 4,951 | -0.64 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 10,444 | 277 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 698,589 | -1.25 | 18,513 | -6.41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 15,668,364 | 1.18 | 415,212 | -4.10 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 124,416 | 20.19 | 3,297 | 13.93 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 614,914 | 5.53 | 16,295 | 0.02 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 9,916 | -25.12 | 263 | -29.19 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 474 | 0.00 | 13 | -7.69 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,594,469 | -0.46 | 148,254 | -5.66 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 531,329 | 3.06 | 14,080 | -2.32 | ||||
| 2025-04-29 | 13F | Davidson Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Stephenson National Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 9,706 | 1.46 | 257 | -3.75 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 9,452 | 250 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 28,120 | -0.72 | 745 | -5.82 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 24,319 | -0.21 | 1 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 320,282 | -3.23 | 8,514 | -8.25 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 17,082 | 0.00 | 453 | -5.24 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 483,152 | -6.80 | 12,804 | -11.67 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 665,788 | -2.18 | 17,643 | -7.29 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 35,035 | 13.24 | 2,781 | 221.50 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 97,150 | 1.83 | 2,574 | -3.49 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 458,848 | 4.58 | 12,160 | -0.88 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 15,102 | 80.02 | 409 | 88.02 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 197,805 | 1.72 | 5,242 | -3.60 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 27 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 33,609 | -57.60 | 911 | -55.65 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 92,094 | 2,440 | ||||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 1,522,859 | 8.13 | 40,356 | 2.48 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 9,802 | -10.55 | 260 | -15.36 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 12,561 | 0.00 | 333 | -5.41 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 925,274 | -33.74 | 24,520 | -37.20 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1,307,298 | 2.13 | 34,643 | -3.21 | ||||
| 2025-08-13 | 13F | Diametric Capital, LP | 55,857 | 1,480 | ||||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 20,851 | -7.22 | 553 | -12.10 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 344 | 2.38 | 9 | 0.00 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 3,655 | 2.64 | 97 | -3.03 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 8,677 | 0.00 | 230 | -5.37 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26,170 | 44.71 | 694 | 37.23 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 23,828 | 137.40 | 631 | -25.59 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 7,633 | 0.00 | 202 | -5.16 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 184,748 | -4.89 | 4,896 | -9.85 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 735,449 | -9.41 | 19,489 | -14.14 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 167,272 | 0.06 | 4,433 | -5.16 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 122,287 | -3.28 | 3,241 | -8.35 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 1,201,552 | -0.24 | 32 | -6.06 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 176,892 | 0.40 | 4,688 | -4.85 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 376,129 | 5.27 | 9,967 | -0.22 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 283,956 | -5.12 | 8 | -12.50 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 426 | 0.00 | 11 | 0.00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 444,136 | -0.11 | 11,770 | -5.33 | ||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 1,600 | 42 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 129,393 | -72.27 | 3,429 | -73.73 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 7,873 | 53.11 | 209 | -46.80 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 1,124,692 | 7.67 | 29,804 | 2.04 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 352,406 | 4.08 | 9,339 | -1.36 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 35 | 0.00 | 1 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 19,029 | 0.00 | 504 | -5.08 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 158,393 | -7.78 | 4,197 | -12.60 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 262,493 | -15.09 | 6,956 | -19.52 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 774,894 | 37.62 | 21,054 | 44.34 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 70,347 | -1.65 | 1,864 | -6.75 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 459,965 | -25.07 | 12,189 | -27.32 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 120,051 | 2.65 | 3,181 | -2.72 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 15,829 | 0.00 | 419 | -5.20 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 13,354 | 0.98 | 354 | -4.34 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 534,217 | 4.11 | 14,157 | -1.33 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 235,377 | -32.72 | 6,237 | -36.24 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 625,015 | 2.38 | 16,563 | -2.97 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 14,258 | 8.16 | 378 | 2.45 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 8,544 | 0.06 | 226 | -5.04 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 92,766 | -0.26 | 2,458 | -3.23 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 33,287 | -0.90 | 931 | 1.42 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 46,835 | 19.15 | 1,241 | 13.02 | ||||
| 2025-08-01 | 13F | Fairfield Financial Advisors, LTD | 12,009 | 318 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 118,648 | -49.04 | 3,144 | -51.70 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 9,704 | -2.24 | 257 | -7.22 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 12,336 | -49.97 | 327 | -52.69 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 37,520 | 994 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 32,215 | 33.00 | 854 | 26.00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 70,285 | 4.91 | 1,794 | -0.39 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 64,893 | -68.60 | 1,720 | -70.25 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 11,303 | 0.98 | 300 | -4.17 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 9,873 | 0.00 | 262 | -5.43 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1,369,767 | 4.72 | 36,299 | -0.75 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 18,535 | 17.72 | 507 | 15.00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 9,648 | 10.96 | 256 | 4.94 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 2,722,385 | -1.69 | 72,143 | -6.82 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 27,902 | 0.00 | 739 | -5.26 | ||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 177,204 | 4,696 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1,171 | 44.21 | 31 | 40.91 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 16,804 | -2.15 | 445 | -7.29 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 3,659 | -0.05 | 97 | -5.88 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 1,808,322 | 2.71 | 47,921 | -2.65 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 15,132 | 0.04 | 401 | -4.98 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 189,823 | -2.40 | 5,030 | -7.50 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 10,329 | -7.00 | 274 | -11.94 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 20,567 | -8.45 | 545 | -13.22 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 47,268 | 0.00 | 1,253 | -5.22 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 717,163 | -4.95 | 19,010 | -9.89 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1,016,613 | 2.75 | 27,743 | 10.27 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 14,756 | 31.62 | 391 | 24.92 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,852,538 | 1.24 | 182 | -4.23 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 22,711 | 1.04 | 602 | -4.30 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 51,639 | 2.36 | 1,368 | -2.98 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 136,499 | -15.55 | 3,617 | -19.96 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 59,490 | -5.28 | 1,623 | 1.63 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 903,333 | 2.82 | 23,938 | -2.55 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 13,126 | -7.93 | 348 | -12.81 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 534,911 | 4.40 | 14,175 | -1.05 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 26,983 | 0.14 | 715 | -5.05 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 64,655 | 17.15 | 1,713 | 11.02 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 464,941 | -0.05 | 12,321 | -5.27 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 10,450 | 380.90 | 277 | 367.80 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 146,084 | 2.17 | 3,871 | -3.15 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,582,325 | -0.74 | 41,932 | -5.92 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 580,869 | -3.10 | 15,393 | -8.16 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 46,926 | 0.37 | 1,244 | -4.90 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 20,537 | -0.95 | 544 | -6.04 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 21,303 | -0.50 | 565 | -5.69 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 157,456 | 76.78 | 4,174 | 67.63 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5,882 | 156 | ||||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 18,189 | 1.89 | 482 | -1.03 | ||||
| 2025-07-11 | 13F | Bell Bank | 40,066 | 17.63 | 1,062 | 11.45 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 23,513 | 0.00 | 623 | -5.18 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 44,898 | 0.76 | 1,190 | -4.50 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 116,933 | -10.15 | 3,269 | -8.05 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 809,803 | 3.91 | 21,460 | -1.51 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 66,713 | -31.90 | 1,768 | -35.46 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 130,243 | -15.21 | 3,451 | -19.63 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3,180 | -84.76 | 84 | -85.59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7,836,326 | -4.85 | 207,662 | -9.82 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 51,033 | 0.83 | 1,352 | -4.45 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 104,662 | 3.13 | 2,774 | -2.26 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 9,981 | 1.88 | 264 | -3.30 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1,475 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 102 | 24.39 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 39,071 | 0.40 | 1,035 | -4.87 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 31,050 | 0.00 | 823 | -5.30 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 34,814 | 71.81 | 923 | 62.90 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 285,193 | 0.57 | 7,558 | -4.68 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 741,315 | 0.60 | 19,645 | -4.65 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 27,290 | 723 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 269,747 | 0.31 | 7,148 | -4.93 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 17,455 | -15.02 | 463 | -19.51 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 22,301 | 591 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 25,975 | 116.53 | 688 | 105.37 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 118,621 | 3,143 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 50,215 | 2.98 | 1,331 | -2.42 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 17,830 | -0.39 | 472 | -5.60 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 65 | 1.56 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 143,924 | 4.62 | 3,814 | -0.86 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 93,510 | 0.00 | 2,478 | -5.20 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8,815 | -30.69 | 234 | -34.37 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 8,027 | 0.00 | 213 | -5.36 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 1,173,654 | -1.17 | 31,102 | -6.33 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 10,515 | 0.00 | 279 | -5.12 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 220,727 | -2.95 | 5,849 | -8.02 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 20,916 | -14.20 | 554 | -18.65 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 7,878 | 0.03 | 209 | -5.45 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 144,177 | 3.17 | 3,821 | -2.23 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 71,575 | -4.08 | 1,897 | -9.11 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 137,833 | -31.83 | 3,653 | -35.40 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 439,724 | 9.97 | 11,653 | 4.23 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 136,376 | 6.36 | 3,813 | 7.56 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 8,835 | 0.00 | 234 | -5.26 | ||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 14,375 | 0.00 | 381 | -5.24 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 285,502 | 25.50 | 7,983 | 28.43 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 15,636 | 2.88 | 414 | -0.24 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 35,361 | -21.67 | 937 | -25.75 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 11,184 | 296 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 103,986 | 1.50 | 2,756 | -1.54 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 702,940 | 2.05 | 18,628 | -3.29 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 40,051 | -0.96 | 1,061 | -6.11 | ||||
| 2025-07-25 | 13F | Charles Schwab Trust Bank | 3,580,367 | 24.04 | 94,880 | 17.56 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 54,257 | 92.50 | 1,438 | 82.36 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6,219 | -18.67 | 165 | -23.00 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 20,510 | -1.79 | 544 | 1.88 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 265,619 | -0.18 | 7,039 | -5.39 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12,752 | 338 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 996 | 20.00 | 26 | 13.04 | ||||
| 2025-07-16 | 13F | American National Bank | 450 | 12 | ||||||
| 2025-07-10 | 13F | Security National Bank | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4,630,952 | 5.53 | 122,720 | 0.02 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 40,814 | -17.95 | 1,082 | -20.40 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 11,403 | 0.00 | 302 | -5.03 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 708,636 | 51.40 | 18,779 | 43.49 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 222,331 | -0.39 | 5,892 | -5.59 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 204,700 | 15.65 | 5,425 | 9.62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 45 | -99.81 | 1 | -99.85 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 33,109 | 1.19 | 877 | -4.05 | ||||
| 2025-08-14 | 13F | Fmr Llc | 454,355 | 7.03 | 12,040 | 1.44 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 11,724 | 44.74 | 311 | 39.01 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 1,817,992 | 5.11 | 49,613 | 2.59 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 8,700 | 0.00 | 231 | -5.35 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 10,908 | -4.42 | 289 | -9.40 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 354,731 | -37.70 | 9,400 | -40.95 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 53,377 | 41.61 | 1,414 | -53.47 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 23,186 | 0.33 | 614 | -4.95 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 13,534 | -2.25 | 359 | -7.49 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 357,030 | -30.35 | 9,461 | -33.98 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 66,304 | 4.25 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 143,107 | -1.88 | 3,792 | -7.01 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 889,213 | -1.99 | 23,564 | -7.10 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 15,196 | 7,732.99 | 403 | 7,940.00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 145,472 | 2.28 | 3,855 | -3.04 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 400 | 11 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 7,864 | 208 | ||||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 11,473 | -2.79 | 304 | -7.60 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2,097 | 160.82 | 56 | 150.00 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 34,937 | -89.19 | 926 | -89.77 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 590,418 | -1.95 | 15,646 | -7.07 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 37,038 | -7.50 | 982 | -12.33 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 33,032,234 | 911,029 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2,727,891 | 0.24 | 72,289 | -4.99 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 49,512 | 1,312 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 364,231 | 0.51 | 9,652 | -4.74 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 14,178 | -16.55 | 376 | -21.05 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 528,070 | -3.54 | 13,994 | -8.58 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2,400 | 0.00 | 67 | 3.08 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 309,512 | -8.96 | 8,202 | -13.71 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 11,802 | 317 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 534,058 | 28.33 | 14,153 | 21.62 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 13,026 | 0.00 | 345 | -5.22 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 127,314 | 3,421 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 835,035 | 22,128 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 21,946 | 0.00 | 770 | -3.51 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 7,700 | 204 | ||||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 228,501 | 0.74 | 6,055 | -4.51 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 1,632,590 | 6.61 | 43,264 | 1.05 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 407,064 | -17.77 | 11,145 | -12.19 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1,387 | 0.43 | 37 | -5.26 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 309,609 | -0.44 | 8,310 | -4.43 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 42,832 | -23.60 | 1,135 | -27.57 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 210,039 | 12.90 | 5,566 | 7.02 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 64,859 | -59.01 | 1,719 | -61.17 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 15,034 | -28.68 | 398 | -32.43 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1,702,200 | 6.18 | 45,108 | 0.64 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 938,500 | -24.39 | 24,870 | -28.34 | |||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 9,204 | 0.00 | 257 | 2.39 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 120,296 | -2.62 | 3,188 | -7.73 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 36,388 | -1.27 | 964 | -6.41 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 355,740 | 4.43 | 9,612 | 10.44 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 342,695 | 0.01 | 9,081 | -5.21 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 34,770 | 0.00 | 921 | -5.25 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 246 | 0.41 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,146,923 | -5.74 | 189,393 | -10.66 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 5,651 | -14.95 | 150 | -19.46 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 7,934 | 0.79 | 210 | -4.55 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,539,554 | 21.94 | 67,019 | 16.67 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 15,332 | 0.00 | 406 | -5.14 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 221,409 | -2.49 | 5,867 | -7.58 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 278,813 | -7.61 | 7,389 | -12.43 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 901,858 | -13.29 | 23,899 | -17.82 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 212,553 | 8.46 | 5,813 | 6.10 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 52,950 | -0.99 | 1,403 | -6.15 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 9,098 | -5.77 | 241 | -10.41 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 1,615,970 | -6.99 | 42,823 | -11.85 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 241,665 | -10.68 | 6,404 | -15.34 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 81,444 | 3.52 | 2,158 | -1.86 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 292,611 | 5.87 | 8 | 0.00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 233,831 | -15.06 | 6,197 | -19.49 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 99,858 | -5.83 | 2,646 | -10.73 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 314,912 | 50.12 | 8,345 | 42.28 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 7,767 | 7.92 | 206 | 1.99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 828,050 | 10.74 | 21,943 | 4.96 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 511,699 | -33.79 | 13,560 | -37.24 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 36,246 | -11.07 | 961 | -15.72 | ||||
| 2025-05-16 | 13F | Ascent Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 349,016 | 1.56 | 9,249 | -3.75 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 296,404 | 1.25 | 7,855 | -4.04 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 9,426 | 0.00 | 250 | -5.32 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 37,551 | 5.26 | 1 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 8,300 | 220 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 81,959 | -1.42 | 2,251 | 5.29 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 149,416 | 6.87 | 3,960 | 1.28 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 286,478 | 6.59 | 7,592 | 1.02 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 23,379 | 0.34 | 620 | -4.92 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 95,571 | 7.46 | 2,533 | 1.85 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 321,105 | -20.01 | 8,509 | -24.19 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 69,402 | -5.55 | 1,839 | -10.47 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 24,982 | 34.38 | 662 | 27.55 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 88,342 | -5.53 | 2,341 | -10.44 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 202,107 | -3.27 | 5,356 | -8.32 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 394 | 173.61 | 10 | 150.00 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 2,136 | 0.00 | 57 | -5.08 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 26,628 | 0.57 | 706 | -4.73 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 33,979 | -14.92 | 900 | -19.35 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 156,452 | -18.57 | 4,146 | -22.84 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 45,968 | -8.25 | 1,218 | -13.00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 25,069 | -9.87 | 664 | -14.54 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 30,380 | 805 | ||||||
| 2025-08-07 | 13F | 1st Source Bank | 16,669 | 0.00 | 442 | -5.36 | ||||
| 2025-04-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 76,190 | 2,174 | ||||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 15,821 | -5.49 | 419 | -10.47 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 90,989 | -2.29 | 2,411 | -7.38 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 10,592 | 0.00 | 281 | -5.41 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 21,569 | 1.50 | 572 | -3.87 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 342,416 | 33.04 | 9,074 | 26.10 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 130,497 | -3.78 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 485,525 | 1.36 | 13 | -7.69 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 21 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 165,682 | -13.97 | 4,391 | -18.46 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 9,738 | 0.00 | 266 | 7.69 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 96,010 | 25.25 | 2,544 | 18.71 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 420,582 | 1.21 | 11,145 | -4.07 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 1,581,000 | 0.00 | 41,896 | -5.22 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 17,428 | 9.42 | 462 | 3.60 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 982,022 | 4.28 | 26,024 | -1.16 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 27,918 | 0.00 | 740 | -5.26 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 248,723 | 0.87 | 6,591 | -4.40 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 43,875 | 0.00 | 1,163 | -5.22 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 270,500 | 38.56 | 7,168 | 31.33 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,915,554 | -0.55 | 50,762 | -5.74 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12,492 | 27.74 | 331 | 21.25 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 71,089 | 20.79 | 1,884 | 14.47 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 9,482 | 0.00 | 251 | -5.28 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 382,918 | -1.50 | 10,147 | -6.64 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9,459,398 | -1.82 | 250,674 | -6.95 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 40,209 | 0.14 | 1,066 | -5.08 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 26,181 | -88.18 | 694 | -88.81 | ||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 11,886 | 315 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 28 | 1 | ||||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 13,076 | -8.04 | 347 | -12.85 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 10,055 | 0.00 | 266 | -5.34 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 92,013 | -5.00 | 2,511 | 2.49 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 355,477 | 2.12 | 9,420 | -0.94 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 10,770 | 0.00 | 285 | -5.32 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 122,334 | 0.00 | 3,242 | -5.23 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1,439,980 | -5.52 | 38,159 | -10.45 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 25,575 | -14.19 | 678 | -18.73 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 12,319 | 0.37 | 326 | -4.96 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 388,491 | -5.58 | 10,295 | -10.51 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12,970 | 37.91 | 344 | 30.92 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 143,110 | 45.65 | 3,792 | 38.04 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 509,754 | 0.08 | 13,789 | -2.87 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 17,956 | 46.05 | 476 | 38.48 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 76,851 | 62.12 | 2,028 | 53.06 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 195,256 | -7.06 | 5,174 | -11.92 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2,979 | 0.00 | 79 | -6.02 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 17,658 | 0.56 | 0 | |||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 307,010 | -5.09 | 8,136 | -10.05 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 6,666 | 0.00 | 177 | -5.38 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 13,738 | 4,220.13 | 384 | 1,500.00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 64,434 | -22.78 | 1,708 | -26.83 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 13,730 | 364 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 65,432 | 13.83 | 1,734 | 7.84 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 120,855 | 5.52 | 3,203 | 0.00 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 43,777 | -8.70 | 1,160 | -13.43 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 57,772 | 25.37 | 1,531 | 18.79 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 374,351 | 38.39 | 9,920 | 31.16 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 39,029 | 7.42 | 1,034 | 1.87 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 28,538 | -12.02 | 756 | -16.56 | ||||
| 2025-08-25 | NP | SWJRX - Schwab Monthly Income Fund - Moderate Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 312,645 | 20.39 | 8,285 | 14.12 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 26,187 | 11.81 | 709 | 8.26 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 17,153 | -53.21 | 455 | -55.66 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 686 | 1,573.17 | 18 | 1,700.00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 620 | 0.00 | 16 | -5.88 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 15,951 | 0.00 | 423 | -5.17 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 32,345 | 0.41 | 857 | -4.78 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 1,285,407 | 1.49 | 34,063 | -3.81 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 19,564 | -0.03 | 518 | -5.30 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 52,700 | 52.23 | 1,397 | 44.36 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 45,730 | -1.16 | 1,212 | -6.34 | ||||
| 2025-04-16 | 13F | Charter Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 20,028 | -0.20 | 531 | -5.53 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 32,529 | 0.00 | 862 | -5.17 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 22,243 | 8.00 | 589 | 2.43 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 975 | 0.00 | 26 | -7.41 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 193,724 | 8.41 | 5,112 | 3.73 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 9,857 | 0.65 | 261 | -4.40 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 38,910,543 | 2,708 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 503,342 | -0.26 | 13,339 | -5.46 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 180,071 | -5.28 | 4,772 | -10.24 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24,558 | 90.62 | 651 | 80.56 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 152,115 | 0.25 | 4,089 | -3.63 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 160,720 | 70.30 | 4,259 | 61.45 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 1,135 | 476.14 | 31 | 500.00 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 16,036 | 19.71 | 425 | 13.37 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 177,671 | 2.12 | 4,708 | -3.21 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 413,294 | -13.09 | 11,123 | -16.34 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 290,490 | 18.78 | 7,698 | 12.56 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 12,531 | -43.15 | 332 | -46.10 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 36,085 | -4.03 | 956 | -9.04 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 108,084 | 2,864 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 215,465 | -16.60 | 5,710 | -20.96 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 8,460 | -17.16 | 224 | -21.40 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 67,962 | 3.26 | 1,801 | -2.17 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 295,937 | -2.04 | 7,842 | -7.15 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7,529 | 42.30 | 200 | 35.37 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 3,720 | 0.00 | 99 | -5.77 | ||||
| 2025-08-04 | 13F | Balentine LLC | 81,459 | 2,265.24 | 2,159 | 2,147.92 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 7,605 | 0.03 | 202 | -5.19 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 112,837 | 0.50 | 2,990 | -4.75 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 10,496 | 278 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 117,328 | -19.56 | 3 | -25.00 | ||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 100,149 | 6.17 | 2,654 | 0.61 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 14,077 | 373 | ||||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 10,900 | -15.67 | 289 | -20.22 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 92,632 | 13.05 | 2,455 | 7.11 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 281,347 | -4.30 | 7,610 | -7.36 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 15,132 | -2.02 | 401 | -7.19 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 27,703 | 27.86 | 734 | 21.32 | ||||
| 2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 251,541 | -31.93 | 6,666 | -35.49 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 39,663 | -2.53 | 1,051 | -7.56 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1,273,322 | -1.28 | 33,743 | -6.43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 812,290 | 3.64 | 21,526 | -1.77 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 33,349 | -4.62 | 884 | -9.62 | ||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 250,587 | 3.87 | 6,641 | -1.56 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 10,713 | -29.72 | 284 | -33.57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 17,126,918 | -3.58 | 453,863 | -8.62 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 6,160 | 25.59 | 163 | 18.98 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 10,115 | -3.46 | 268 | -8.22 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 43,292 | 15.53 | 1,147 | 9.55 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 10,306 | -3.20 | 273 | -8.08 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 26,075 | 0.10 | 691 | -5.22 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3,615 | 244.29 | 96 | 227.59 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 134,491 | 151.60 | 3,564 | 138.55 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 32,966 | -21.11 | 874 | -25.26 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 16 | 6.67 | 0 | |||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 609,545 | 2.59 | 16,314 | 2.72 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 9,491 | -9.26 | 252 | -14.04 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 27,867 | 56.58 | 738 | 48.49 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 | 0 | ||||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 334,226 | -2.68 | 8,857 | -7.77 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 99 | 43.48 | 3 | 100.00 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 127,448 | -0.98 | 3,377 | -6.14 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 19,871 | 4.50 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 687,017 | 15.86 | 18,206 | 9.81 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 872,400 | -35.44 | 23,119 | -38.81 | |||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3,987,951 | -2.51 | 105,681 | -7.60 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 71,084 | 9.03 | 1,884 | 3.35 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 27,994 | 33.30 | 1 | |||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 58,492 | 0.03 | 1,550 | -5.14 | ||||
| 2025-04-15 | 13F | Shira Ridge Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 94,616 | -40.90 | 2,507 | -43.98 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 24,718 | -9.28 | 655 | -13.93 | ||||
| 2025-05-05 | 13F | Covenant Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 118,406 | -3.33 | 3,138 | -8.38 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 14,022 | 7.39 | 372 | 1.64 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 47,447 | -9.50 | 1,257 | -14.20 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 1,669,463 | 10.70 | 44,212 | 4.88 | ||||
| 2025-08-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 31,942 | -6.61 | 846 | -11.51 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 211,185 | 5,634 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 262,398 | 5.82 | 6,954 | 0.29 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 188,474 | 3.86 | 5,059 | -0.30 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 293,843 | 24.91 | 7,787 | 18.38 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 18,707 | 0.00 | 499 | 3.96 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 21,967 | 1 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 9,311 | -75.10 | 247 | -69.33 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 290,762 | 1.40 | 7,705 | -3.89 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 8,038 | 1.26 | 213 | -3.62 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 6,974 | 0.00 | 185 | -5.15 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 134,251 | 10.64 | 3,558 | 4.86 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 3,046,323 | 1.78 | 80,728 | -3.54 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 109,741 | 3.85 | 2,909 | -1.36 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 65,948 | 1.34 | 1,748 | -3.96 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 45,339 | -9.99 | 1,201 | -14.70 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 13,789 | 365 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 21,660 | 574 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 895,068 | 1.38 | 23,719 | -3.91 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 767,946 | 2.84 | 20,351 | -2.53 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 55,553 | -23.16 | 1,472 | -27.16 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 6,821 | 364.33 | 184 | 346.34 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 12,261 | 325 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 267,754 | 13.20 | 7,096 | 7.29 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 100,908 | 205.69 | 2,821 | 9.94 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 8,044 | 213 | ||||||
| 2025-04-14 | 13F | IMC-Chicago, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 254,865 | 2.65 | 6,754 | -2.71 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 20,343 | 7.09 | 539 | 4.05 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 792 | -23.92 | 21 | -31.03 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 14,334 | 5.28 | 380 | -0.26 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 24,098 | -9.26 | 639 | -14.02 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 91,221 | 4.05 | 2,492 | 1.67 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 14,206 | 16.91 | 376 | 10.91 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,280,742 | -12.18 | 33,940 | -16.77 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 24,824 | 8.03 | 658 | 2.34 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 266,708 | 4.31 | 7,068 | -1.15 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 26,456 | 6.05 | 701 | 0.57 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 89,993 | 0.00 | 2,385 | -5.25 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 15,394 | 11.57 | 408 | 5.71 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 7,889 | 216 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 24,885 | 9.79 | 659 | 4.11 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 23,123 | 0.52 | 613 | -4.82 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 31,303 | 44.72 | 830 | 37.25 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 79,488 | 2,306.54 | 2,169 | 677.42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 536,291 | 9.06 | 14,212 | 3.36 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 69,614 | 12.21 | 1,845 | 6.34 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 19,185 | 4.97 | 508 | -0.39 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 120 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,721 | 11.06 | 72 | 5.88 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 148,141 | -4.88 | 4,052 | 3.93 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 8,973 | -2.95 | 238 | -8.14 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 961,956 | -49.79 | 24,920 | -53.48 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,275 | -15.62 | 34 | -21.43 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 166,576 | 32.13 | 4,414 | 25.26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 198,142 | -0.54 | 5,304 | -4.76 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 36,046 | -21.09 | 955 | -25.22 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 506,146 | 12.76 | 13,413 | 6.87 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 367,468 | -2.07 | 9,738 | -7.19 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4,650 | 0.00 | 123 | -5.38 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 10,437 | -32.35 | 277 | -35.96 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 28,332 | -11.87 | 751 | -16.48 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 79,837 | 15.11 | 2,116 | 9.08 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 113,315 | 0.34 | 3,003 | -4.91 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 8,875 | 235 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 5,858 | 0.00 | 158 | -3.07 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 15,773 | 431 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 15,295 | 0.03 | 405 | -5.15 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 8,559 | 0.98 | 227 | -4.24 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 9,738 | 0.99 | 258 | -4.09 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 7,905 | 0.00 | 209 | -5.43 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 37,700 | 5.60 | 999 | 0.10 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 978,581 | -3.67 | 25,932 | -8.70 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 302,698 | 6.29 | 8,022 | 0.74 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 687 | -22.55 | 18 | -25.00 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 132,783 | -1.36 | 3,519 | -6.51 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 431,559 | 4.05 | 11,436 | 6.79 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 551,977 | 1.95 | 14,627 | -3.37 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 45 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 465,630 | -3.44 | 12,339 | -8.48 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 138,285 | -1.17 | 3,665 | -6.34 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 33,967 | 238.15 | 910 | 225.00 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 14,366 | 8.59 | 381 | 2.98 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 498,212 | -0.94 | 13,203 | -6.12 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 29,927 | 12.46 | 793 | 6.59 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 99,502 | 4.06 | 2,637 | -1.38 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 12,114 | 0.00 | 321 | -5.03 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2,112,887 | 15.59 | 55,992 | 9.56 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 755 | 0.94 | 20 | 0.00 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 142,657 | 0.01 | 3,989 | 2.36 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3,025,413 | 3.35 | 80,173 | -2.05 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 842,718 | -4.49 | 22,332 | -9.47 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 723,110 | 2.20 | 19,162 | -3.14 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 950,145 | 5.68 | 25,179 | 0.16 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 309,762 | 11.75 | 8 | 14.29 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1,607 | 43 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 90,242 | 23.50 | 2,391 | 17.09 | ||||
| 2025-06-03 | 13F | Invst, LLC | 26,004 | -6.32 | 727 | -4.09 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 28,388 | 4.81 | 752 | -0.66 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1,131,527 | -29.59 | 29,985 | -33.27 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 542,570 | 14,378 | ||||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 11,168 | 296 | ||||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 143,287 | -79.46 | 3,797 | -80.53 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 109,340 | 0.16 | 2,898 | -5.08 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 27,055 | 31.73 | 717 | 24.74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,170,654 | -34.53 | 31,022 | -37.41 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 134,947 | -0.93 | 3,576 | -6.09 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 987,028 | 11.20 | 26,156 | 5.40 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 450 | 0.00 | 12 | -8.33 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 124,979 | 15.95 | 3,312 | 15.25 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 42,859 | 4.50 | 1,136 | -0.96 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 59,718 | 9.62 | 1,583 | 3.87 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 342,239 | 6.07 | 9,069 | 0.53 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 9,032 | -46.17 | 239 | -49.04 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 63,143 | 6.39 | 1,673 | 0.84 |
Other Listings
| PE:SCHD |
