Mga Batayang Estadistika
| Pemilik Institusional | 941 total, 941 long only, 0 short only, 0 long/short - change of 6.76% MRQ |
| Alokasi Portofolio Rata-rata | 1.7838 % - change of -9.05% MRQ |
| Saham Institusional (Jangka Panjang) | 194,954,076 (ex 13D/G) - change of 46.44MM shares 31.27% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 15,391,664 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares 0-3 Month Treasury Bond ETF (US:SGOV) memiliki 941 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 194,954,076 saham. Pemegang saham terbesar meliputi Laurel Wealth Advisors LLC, Bank Of America Corp /de/, Cornerstone Advisors Asset Management, Inc, Morgan Stanley, LPL Financial LLC, CRDBX - Conquer Risk Defensive Bull Fund, Ameriprise Financial Inc, Jpmorgan Chase & Co, Royal Bank Of Canada, and Cerity Partners LLC .
Struktur kepemilikan institusional iShares Trust - iShares 0-3 Month Treasury Bond ETF (ARCA:SGOV) 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 100.44 / share. Previously, on September 9, 2024, the share price was 100.43 / share. This represents an increase of 0.01% 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
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 4,140 | 0.00 | 417 | 0.00 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 3,060 | 35.04 | 308 | 35.09 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 2,000 | 0.00 | 201 | 0.00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 7,699 | -0.23 | 775 | -0.13 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 246,952 | 41.31 | 24,866 | 41.34 | ||||
| 2025-08-14 | 13F | Ursa Fund Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 400 | -4.53 | 40 | -4.76 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 2,004 | -8.62 | 202 | -8.64 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 42,623 | -46.70 | 4,292 | -46.69 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 341,969 | 94.87 | 34,433 | 94.91 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 8,842 | 890 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2,203 | 2.04 | 222 | 1.84 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 1,990 | -29.48 | 200 | -29.58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,410,610 | -17.68 | 242,724 | -17.66 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 44,102 | -86.41 | 4,441 | -86.41 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 15 | 2 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 29,457 | -29.30 | 2,966 | -29.04 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 23,848 | -73.41 | 2,401 | -73.41 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 16,524 | -2.72 | 1,664 | -2.75 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,140,471 | -20.34 | 114,834 | -20.33 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,695 | 3.85 | 473 | 3.74 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 168,284 | 10.22 | 16,945 | 10.25 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 400 | 40 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 663,339 | 26.98 | 66,792 | 27.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 6,558 | -15.01 | 660 | -14.95 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 114,726 | 71.24 | 11,552 | 71.28 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 8,110 | -12.61 | 817 | -12.63 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 9,926 | 61.87 | 999 | 61.91 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 23,111 | 679.46 | 2,327 | 680.54 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 18,678 | 1,877 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 408,387 | -4.76 | 41,120 | -4.74 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 5,070 | 89.89 | 510 | 90.30 | ||||
| 2025-07-30 | 13F | Denali Advisors Llc | 9,029 | -23.62 | 909 | -23.61 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 1,128,985 | -21.71 | 113,677 | -21.69 | ||||
| 2025-08-26 | NP | CRTOX - Conquer Risk Tactical Opportunities Fund | 142,820 | 14,381 | ||||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 208,327 | 2,691.09 | 2,502 | 233.02 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 17,097 | 1.04 | 1,722 | 1.06 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 10,389 | 163.01 | 1,046 | 163.89 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 104,410 | -0.05 | 10,513 | -0.02 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 31,066 | -56.82 | 3,122 | -56.90 | ||||
| 2025-07-31 | 13F | Mader & Shannon Wealth Management, Inc. | 188,087 | 0.77 | 18,938 | 0.79 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 2,892 | -21.01 | 291 | -20.92 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4,916 | 495 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 32,799 | 13.01 | 3,303 | 13.04 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3,581 | -75.96 | 361 | -75.90 | ||||
| 2025-05-15 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 1,770 | -34.81 | 178 | -34.80 | ||||
| 2025-08-26 | NP | CRDBX - Conquer Risk Defensive Bull Fund | 6,010,295 | 605,177 | ||||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 5,000 | 0.00 | 503 | 0.00 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 8,510 | 8.27 | 857 | 8.22 | ||||
| 2025-08-07 | 13F | Capitol Family Office, Inc. | 3,291 | 1.29 | 331 | 1.22 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1,316,218 | -9.11 | 132,530 | -9.09 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 30,933 | 12.62 | 3,115 | 12.62 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 243,730 | -24.17 | 24,541 | -24.16 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2,072 | 209 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 81 | 8 | ||||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 259,700 | -77.12 | 26,149 | -77.12 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 142,022 | 3.64 | 14,303 | 3.71 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 173,475 | 5.09 | 17,467 | 5.11 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 331,023 | 2.87 | 33,331 | 2.89 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 15,903 | 21.61 | 1,601 | 21.66 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2,993 | 37.10 | 301 | 37.44 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 79,429 | 1,496.24 | 7,998 | 1,499.40 | ||||
| 2025-04-17 | 13F | Grimes & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 45,366 | 6.57 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 5,746 | 579 | ||||||
| 2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Opportunities ETF | 83,202 | 33.54 | 8,379 | 33.62 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 96,559 | 9,723 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 89,207 | 369.98 | 8,982 | 370.26 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 2,051 | -54.50 | 207 | -54.53 | ||||
| 2025-08-11 | 13F | Sprott Inc. | 28,997 | 7.66 | 2,920 | 7.67 | ||||
| 2025-05-07 | 13F | BML Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 392,339 | 77.25 | 39,505 | 77.28 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 6,025 | 21.28 | 607 | 21.20 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 143,199 | -11.18 | 14,419 | -11.16 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 3,492 | -1.36 | 352 | -1.40 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 84,514 | -16.91 | 8,510 | -16.90 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 22,629 | -43.57 | 2 | -50.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 4,743 | 33.49 | 478 | 33.61 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 84 | 0.00 | 8 | 0.00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2,255 | 9.47 | 227 | 9.66 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 91,776 | -7.09 | 9,241 | -7.08 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 629,085 | -25.26 | 63,343 | -25.24 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 2,408 | 242 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 570 | 6.15 | 57 | 5.56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,203,964 | 21.20 | 725,367 | 21.23 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5,326 | 536 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 5,862 | 0.00 | 589 | -0.34 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 748,815 | 558.27 | 75,398 | 558.44 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 69,484 | 54.68 | 6,982 | 54.43 | ||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 5,472 | -67.42 | 551 | -67.46 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2,370 | -22.35 | 238 | -22.22 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 2,551 | -11.08 | 257 | -11.11 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 28,903 | -44.87 | 2,900 | -44.90 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 39,646 | 32.37 | 3,992 | 32.37 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 717 | 72 | ||||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 28,241 | 49.99 | 2,844 | 50.03 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 2,193 | 1.34 | 221 | 1.38 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 7,488 | -69.13 | 754 | -69.15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 2,553 | 19.58 | 257 | 20.09 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 238,041 | 4.32 | 23,968 | 4.34 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 67,190 | 2.76 | 6,767 | 2.83 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 33,611 | 53.08 | 3,384 | 53.12 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 2,393 | 0.00 | 241 | 0.00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 19 | -83.48 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 88,931 | 4.98 | 9 | 0.00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 198,504 | -18.46 | 19,987 | -18.45 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5,552 | -95.96 | 1 | -100.00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 71,282 | 20.77 | 7,177 | 20.80 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 264,750 | -20.44 | 26,658 | -20.43 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 83,065 | 626.16 | 8 | 700.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 65,486 | 22.23 | 6,594 | 22.25 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 23,208 | 66.75 | 2,337 | 66.74 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 1,751 | -17.87 | 176 | -17.76 | ||||
| 2025-08-05 | 13F | Marest Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2,802 | -84.18 | 282 | -84.18 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 689 | -55.69 | 69 | -55.77 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2,756 | -1.29 | 278 | -1.42 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 25 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Ade, Llc | 55,127 | -6.08 | 5,551 | -6.06 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 29,392 | -80.75 | 2,949 | -80.76 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 645,900 | 41.44 | 65,036 | 41.47 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 15,116 | 196.39 | 1,522 | 196.69 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 15,330 | -0.29 | 1,544 | -0.26 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1,988 | 200 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,527 | -92.95 | 154 | -92.98 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4,901 | 493 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 68,463 | 58.84 | 6,894 | 58.86 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 932,846 | 7.24 | 93,770 | 7.24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 81,438 | -89.18 | 8,200 | -89.18 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,543,714 | 243.93 | 155,437 | 244.01 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 2,065 | 0.00 | 208 | 0.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,219 | -5.05 | 223 | -5.11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19,895 | 14.88 | 2,004 | 14.92 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 275,629 | 26.36 | 27,753 | 26.39 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12,224 | 12.65 | 1,231 | 12.64 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 103,670 | 10,439 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2,218 | 223 | ||||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 11,143 | 0.49 | 1,122 | 0.45 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1,819 | 21.27 | 183 | 20.53 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 182 | -43.83 | 18 | -43.75 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8,396,686 | 33.50 | 845,463 | 33.52 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 15,709 | -36.49 | 1,582 | -36.51 | ||||
| 2025-04-10 | 13F | Spring Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 24,545 | -43.55 | 2,471 | -43.55 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 41,437 | 104.59 | 4,172 | 104.71 | ||||
| 2025-08-14 | 13F | T. Rowe Price Investment Management, Inc. | 519,308 | 101.60 | 52 | 108.00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9,315 | -11.01 | 938 | -11.02 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 2,092 | 0.00 | 211 | 0.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9,623 | 68.41 | 969 | 68.35 | ||||
| 2025-05-09 | 13F | J. Safra Sarasin Holding AG | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Sandhill Capital Partners LLC | 97,081 | 9,775 | ||||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 69,560 | 8.52 | 7,004 | 8.54 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 366,909 | 520.47 | 36,944 | 520.59 | ||||
| 2025-07-16 | 13F | First American Bank | 11,122 | 38.30 | 1,120 | 38.32 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 39 | 4 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 405,882 | 34.52 | 40,868 | 34.55 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 155,510 | 3.47 | 15,609 | 3.49 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 45,591 | -34.81 | 4,591 | -34.80 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 11,780 | 1,186 | ||||||
| 2025-07-21 | 13F | Capital Planning LLC | 30,917 | -32.18 | 3,113 | -32.19 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 43,867 | -1.75 | 4,417 | -1.74 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 50,388 | -6.08 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 870,273 | 14.16 | 87,445 | 14.24 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 43,716 | -2.13 | 4,402 | -2.11 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 24,795 | 2,497 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 232,835 | -7.39 | 23,444 | -7.37 | ||||
| 2025-05-05 | 13F | Jackson Creek Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 229 | 42.24 | 23 | 43.75 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 3,369 | 5.94 | 339 | 5.94 | ||||
| 2025-08-12 | 13F | Warberg Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6,471 | -72.64 | 650 | -72.70 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,706 | 272 | ||||||
| 2025-04-11 | 13F | Pinnacle Wealth Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 39,439 | -8.17 | 3,971 | -8.14 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 28,630 | 249.15 | 2,883 | 249.33 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 10,463 | 106.53 | 1,053 | 106.47 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 8,711 | -54.17 | 877 | -54.16 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 8,650 | 0.00 | 871 | 0.00 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 33,665 | 6.17 | 3,390 | 6.17 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 29,065 | -85.68 | 2,927 | -85.63 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1,184 | 119 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 18,542 | -0.64 | 1,867 | -0.64 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 4,606 | -92.31 | 464 | -92.32 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 4,112 | 15.12 | 414 | 15.04 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 40,195 | -36.57 | 4,047 | -36.56 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 312,240 | 44.93 | 31,439 | 44.96 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5,886 | 593 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 11,434 | 19.22 | 1,151 | 19.27 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 25,237 | -25.67 | 2,541 | -25.66 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 5,669 | 25.98 | 571 | 25.83 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 15,021 | -22.25 | 1,512 | -22.22 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 126 | 270.59 | 13 | 300.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2,099,914 | 54.46 | 211,440 | 54.49 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Semper Augustus Investments Group Llc | 8,128 | -23.32 | 818 | -23.34 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 54,450 | -3.54 | 5,483 | -3.52 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 16,155 | -30.70 | 1,621 | -30.68 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,652 | 5.29 | 1,073 | 5.30 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 529,734 | 48.36 | 53,212 | 48.30 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3,278 | 13.82 | 330 | 14.19 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 2,528 | 3.14 | 255 | 3.25 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 2,370,040 | 21.95 | 238,639 | 21.97 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,101 | 0.82 | 111 | 0.92 | ||||
| 2025-04-29 | NP | WOAIX - WOA All Asset I Class I | 32,254 | -38.29 | 3,246 | -38.31 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 6,705 | -43.68 | 675 | -43.66 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | ESG Planning | 47,905 | 154.83 | 4,824 | 154.92 | ||||
| 2025-08-27 | NP | ACUSX - Advisors Capital US Dividend Fund | 103,700 | 26.93 | 10,442 | 26.96 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 31,058 | -46.15 | 3 | -40.00 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 75,377 | 54.67 | 7,590 | 54.69 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 12,271 | 412.79 | 1,236 | 414.58 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 3,314 | -21.60 | 334 | -21.65 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 18,957 | 0.57 | 1,909 | 0.58 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 29,808 | 41.89 | 3,001 | 41.96 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 7,589 | -11.25 | 764 | -11.16 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3,965 | -13.82 | 399 | -13.82 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 18,850 | 56.60 | 1,898 | 56.73 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 2,721 | -65.21 | 274 | -65.31 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 108,232 | 70.79 | 10,898 | 70.83 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2,509 | 102.34 | 253 | 103.23 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 288,010 | -42.83 | 29,000 | -42.82 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 7,712 | 776 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 562 | 57 | ||||||
| 2025-08-11 | 13F | Strategic Equity Management | 79,021 | 7,957 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 4,347 | 438 | ||||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 700 | 0.00 | 70 | 0.00 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Main Management LLC | 188,618 | 31.52 | 19 | 28.57 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5,114 | 3.52 | 515 | 3.63 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,287 | 1,036 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 26,338 | 2,652 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 44,621 | -4.54 | 4,493 | -4.53 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 20,716 | 9.67 | 2,086 | 9.68 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 6,270 | 631 | ||||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 18,024 | 71.22 | 1,815 | 71.29 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 3,862 | 10.28 | 388 | 9.94 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 145,914 | -0.75 | 14,692 | -0.72 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 641,898 | -5.94 | 64,633 | -5.92 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 759,836 | 26.25 | 76,508 | 26.27 | ||||
| 2025-05-01 | 13F | WESPAC Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 10,183 | 58.64 | 1,025 | 58.67 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 37,750 | 16.03 | 3,801 | 16.06 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 24,983 | -10.19 | 2,516 | -10.18 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 10,019 | 141.83 | 1,009 | 141.73 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4,537 | -15.23 | 457 | -15.24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,053,609 | 33.83 | 106,088 | 33.86 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 293,215 | 223.03 | 29,524 | 223.11 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,105 | -46.67 | 111 | -46.63 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 56,091 | 5,648 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 26,547 | 2,673 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 8,381 | -91.04 | 844 | -91.04 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 82,407 | 8.66 | 8,298 | 8.68 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 4,400 | 443 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 52,459 | 120.09 | 5,282 | 120.18 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 34 | 3.03 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 10,584 | 0.00 | 1,065 | 0.00 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 2,554 | -43.71 | 257 | -43.64 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5,144 | 13.50 | 518 | 13.38 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,094 | -0.87 | 815 | -0.85 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 143,015 | 708.77 | 14,400 | 708.99 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 2,105 | -88.40 | 212 | -88.44 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 2,057 | 0.00 | 207 | 0.00 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 2,293 | 0.00 | 231 | 0.00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 18,904 | 16.05 | 1,903 | 16.11 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 537,977 | -3.96 | 54,169 | -3.94 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 18,769 | 278.03 | 1,890 | 278.56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 314,162 | -2.16 | 31,633 | -2.14 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 2,772 | -9.44 | 279 | -9.45 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14,371 | 18.51 | 1,447 | 18.61 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 116,132 | -1.13 | 11,693 | -1.11 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 2,506 | -48.87 | 252 | -49.09 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 46,161 | -8.86 | 4,648 | -8.86 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 222 | 22 | ||||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | CPR Investments Inc. | 11,074 | -37.74 | 1,115 | -37.71 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 54,325 | -35.26 | 5,470 | -35.26 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 2,000 | 201 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 119,120 | 6.88 | 11,994 | 6.90 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 9,092 | -0.60 | 915 | -0.54 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 2,490 | 251 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 376 | 0.80 | 38 | 0.00 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 33,208 | 24.48 | 3,343 | 24.47 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3,880 | 2.70 | 391 | 2.63 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5,870 | 15.67 | 1 | |||||
| 2025-08-13 | 13F | Farnam Financial LLC | 139,023 | -2.62 | 13,998 | -2.60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,781,074 | 29.63 | 179,336 | 29.66 | ||||
| 2025-08-28 | NP | SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 43,574 | 4,387 | ||||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 282,901 | 22.33 | 28,484 | 22.34 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 100,059 | 23.07 | 10,075 | 23.09 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 14,758 | 1,486 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 171 | 167.19 | 17 | 183.33 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 15,617 | 56.78 | 1,573 | 56.89 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 8,770 | -12.84 | 883 | -12.75 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 6,636 | -1.12 | 668 | -1.04 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 63,755 | -7.34 | 6,419 | -7.32 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 3,386 | 82.44 | 341 | 82.80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,446,099 | -3.20 | 145,608 | -3.18 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 13,747 | 123.46 | 1,384 | 123.59 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1,210,980 | -18.37 | 121,934 | -18.35 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 43,416 | 7.47 | 4,372 | 7.47 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 24,343 | 79.77 | 2,451 | 79.82 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11,033 | -74.72 | 1,111 | -74.73 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 97,555 | 9,823 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 61,595 | 22.25 | 6,201 | 22.53 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F/A | Transatlantique Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 2,491 | 251 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 112,084 | 132.46 | 11,253 | 130.31 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,200 | 0.00 | 222 | 0.00 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3,195 | 322 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 31,092 | 21.90 | 3,131 | 21.93 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 116 | 0.00 | 12 | 0.00 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 88,857 | 49.28 | 8,947 | 49.32 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 10,700 | -7.72 | 1,077 | -7.71 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 4,621 | 40.88 | 465 | 40.91 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 25,449 | 60.49 | 2,563 | 60.53 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3,264 | 28.30 | 329 | 28.13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 23,380 | 54.33 | 2,354 | 54.36 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 220,261 | 22,178 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 19,473 | 43.94 | 1,961 | 44.01 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5,994 | -77.84 | 604 | -77.86 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 2,622 | 264 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,389 | -91.03 | 643 | -91.03 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 21,938 | 218.50 | 2,209 | 218.61 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 8,909 | -1.00 | 894 | -1.00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 61,135 | -17.19 | 6,158 | -17.14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 630,981 | 15.49 | 63,533 | 15.89 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3,071 | -5.77 | 309 | -5.21 | ||||
| 2025-08-01 | 13F | First Pacific Advisors, LP | 48,123 | 15.08 | 4,846 | 15.11 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 29,585 | -17.73 | 2,979 | -17.73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 280,796 | 17.68 | 28,273 | 17.70 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 30,648 | -14.56 | 3,086 | -14.57 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 134,506 | 18.21 | 13,543 | 18.24 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 9,339 | 26.24 | 940 | 26.34 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 194,639 | -58.59 | 19,598 | -58.58 | ||||
| 2025-08-08 | 13F | Creative Planning | 425,774 | -8.14 | 42,871 | -8.12 | ||||
| 2025-04-15 | 13F | Collier Financial | 18,319 | 67.94 | 1,844 | 68.56 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,234 | 25.56 | 426 | 25.66 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1,150 | -13.02 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 51,532 | 29.38 | 5,189 | 29.44 | ||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 13 | 0.00 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Scratch Capital Llc | 48,743 | 14.89 | 4,908 | 14.92 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 12,184 | 1,227 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 69,979 | 58.09 | 7,046 | 58.12 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 83,910 | 104.98 | 8,431 | 104.64 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 181,168 | -4.20 | 18,224 | -4.03 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 3,382 | 36.15 | 341 | 36.00 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 10,114 | 107.08 | 1,015 | 107.14 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 1,994 | 0.00 | 201 | 0.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 4,652 | 1.86 | 468 | 1.96 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 14,550 | 67.24 | 1,465 | 67.43 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 140,412 | 6,376.57 | 14,138 | 6,385.32 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 205,536 | 3.16 | 20,695 | 3.19 | ||||
| 2025-07-18 | 13F | Montgomery Investment Management Inc | 87,500 | 90.13 | 8,810 | 90.20 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 12,533 | -1.63 | 1,262 | -1.64 | ||||
| 2025-04-16 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 68,127 | -10.11 | 6,860 | -10.10 | ||||
| 2025-04-22 | 13F | VanWeelden Wealth Management, LLC | 60,761 | 18.06 | 6,117 | 18.48 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 9,081 | 172.87 | 914 | 172.84 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 118,463 | 18.55 | 11,928 | 18.58 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 17,245 | 13.80 | 1,736 | 13.84 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 20,550 | -5.45 | 2,069 | -5.40 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 626 | 396.83 | 63 | 425.00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4,505 | -7.11 | 454 | -7.17 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 2,224 | 224 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 25,251 | 19.13 | 2,542 | 19.17 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1,018,869 | 4.06 | 103 | 4.08 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 11,702 | 197.08 | 1,178 | 197.47 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 121,218 | -68.82 | 12,205 | -68.82 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 31,952 | -74.94 | 3,217 | -74.94 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 279,996 | 16.89 | 28,193 | 16.91 | ||||
| 2025-04-14 | 13F | CJM Wealth Advisers, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3,264 | -1.09 | 329 | -1.20 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 34,235 | 23.90 | 3,447 | 23.95 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 233,829 | -49.23 | 23,544 | -49.22 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 2,236 | -95.14 | 225 | -95.14 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 119,483 | 74.87 | 12,031 | 74.91 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 147,790 | 4.70 | 14,881 | 4.73 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3,800 | 383 | |||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 70,323 | -9.43 | 7,081 | -9.42 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 172,906 | 23.77 | 17,410 | 23.79 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 4,277 | 0.00 | 431 | 0.23 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 79,748 | -31.43 | 8,030 | -31.42 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 11,875 | -36.83 | 1,196 | -36.84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 73,661 | -50.12 | 7,417 | -50.12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 61,960 | -20.36 | 6,239 | -20.33 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,318 | -42.59 | 334 | -42.51 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 27,121 | 6.57 | 2,731 | 136,400.00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 79,966 | 8,052 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 21,484 | 30.31 | 2,163 | 30.38 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 29,240 | 46.45 | 2,944 | 46.47 | ||||
| 2025-04-10 | 13F | Peak Financial Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 256,050 | 26 | ||||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 5,653 | 0.00 | 569 | 0.00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 108,925 | 7.74 | 10,968 | 7.76 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 178,794 | 463.25 | 18,003 | 463.44 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 4,972 | -78.66 | 501 | -78.68 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 3,386 | 341 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,724,497 | -27.15 | 479,696 | -13.74 | ||||
| 2025-05-06 | 13F | Opes Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 3,287 | 41.38 | 331 | 41.03 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4,774 | 481 | ||||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 4,992 | -27.13 | 503 | -27.14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 200,365 | 4.80 | 20,175 | 4.82 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 252,770 | 70.11 | 25,451 | 70.14 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5,575 | 0.90 | 561 | 0.90 | ||||
| 2025-05-09 | 13F | Renasant Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19,784 | 332.82 | 1,992 | 333.04 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 601,611 | -0.03 | 60,564 | 0.32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,017 | 131.58 | 707 | 131.48 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 49,053 | 17.62 | 4,939 | 17.65 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 103,689 | -23.01 | 10,440 | -23.00 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1,735 | -90.06 | 175 | -90.10 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 945 | -1.77 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 393,846 | 13.88 | 39,656 | 13.90 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 17,865 | -2.62 | 1,799 | -2.60 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 1 | -98.68 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 34,189 | -18.57 | 3,442 | -18.55 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 22,886 | 2,304 | ||||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 5,326 | 0.00 | 536 | 0.00 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 58,829 | 5,923 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 18,649 | -25.18 | 1,878 | -25.19 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 262,451 | -82.91 | 26,426 | -82.91 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 484,717 | 48,806 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 7,188 | 0.00 | 724 | 0.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 9,063 | 126.35 | 913 | 126.30 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 10,237 | 1,031 | ||||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 30,643 | 441.01 | 3,085 | 441.23 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 8,314 | 0.89 | 837 | 0.97 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10,943 | 8.85 | 1,102 | 8.79 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 21,857 | 53.39 | 2,201 | 53.42 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 395,173 | -49.45 | 39,790 | -49.44 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 13,220 | -24.84 | 1,331 | -24.80 | ||||
| 2025-04-15 | 13F | Columbia Advisory Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14,382 | 600.54 | 1,448 | 602.91 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,357,194 | 50.88 | 136,656 | 50.91 | ||||
| 2025-08-14 | 13F | Punch Card Management L.P. | 566,000 | -2.60 | 56,991 | -2.58 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 518 | 0.00 | 52 | 0.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 145,540 | -4.47 | 14,654 | -4.45 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 34,569 | 3,481 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 14,548 | -11.98 | 1,465 | -11.97 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 12,686 | -11.76 | 1,277 | -11.75 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 1,185,882 | 90.91 | 119,406 | 90.95 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10,090 | 7.57 | 1,016 | 7.52 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 6,862 | 691 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 26,780 | 35.40 | 2,696 | 35.41 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 1,000 | 0.00 | 101 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 84,235 | 3.91 | 8,482 | 3.93 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4,482 | 450 | ||||||
| 2025-07-09 | 13F | Emprise Bank | 89,704 | -19.07 | 9,032 | -19.05 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 241,423 | 5.48 | 24,309 | 5.50 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 210,738 | -0.13 | 21,221 | -0.11 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 16,486 | -7.15 | 1,660 | -7.16 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3,705 | 22.32 | 373 | 22.70 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 20,016 | 12.18 | 2,015 | 12.19 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 420 | -66.07 | 42 | -66.13 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 290 | 0.00 | 29 | 0.00 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 379,998 | -9.92 | 38,262 | -9.90 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 46,846 | -0.36 | 4,743 | 0.19 | ||||
| 2025-08-11 | 13F | Wittenberg Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 742,000 | 7.89 | 74,712 | 7.91 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 608,670 | 13.20 | 61,287 | 13.22 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 503,025 | -21.03 | 50,640 | -20.76 | ||||
| 2025-07-07 | 13F | M & L Capital Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 236,059 | -0.09 | 23,769 | -0.01 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 118 | 0.00 | 12 | 0.00 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 5,977 | -2.03 | 602 | -2.12 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 916,274 | -55.51 | 92,260 | -55.51 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 7,431 | -40.81 | 748 | -40.78 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 6,036 | 1.00 | 606 | 0.67 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4,828 | 10.08 | 486 | 10.20 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 10,766 | 4.47 | 1,084 | 4.53 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 16 | 2 | ||||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 9,355 | 42.02 | 942 | 41.93 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 66,769 | 7.28 | 6,723 | 7.29 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 99,418 | -0.37 | 10,010 | -0.35 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 54 | 0.00 | 5 | 0.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 508,187 | 51,169 | ||||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 3,900 | 0.00 | 393 | 0.00 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 41,737 | 11.00 | 4,203 | 11.02 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,545,788 | 249.48 | 156 | 252.27 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 28,412 | 3.77 | 2,861 | 3.77 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 21,927 | 16.48 | 2,208 | 16.46 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Five Oceans Advisors | 190,201 | 0.84 | 19,151 | 0.86 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 18,485 | 56.76 | 1,861 | 56.78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 409,829 | 19.92 | 41 | 20.59 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 55,878 | 309.33 | 5,626 | 309.46 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 698 | 70 | ||||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 25,959 | 221.55 | 2,655 | 226.97 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 11,229 | -5.18 | 1,131 | -5.20 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 154,346 | 2.00 | 15,542 | 2.02 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 112,158 | 11,293 | ||||||
| 2025-05-15 | 13F | Value Aligned Research Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 392 | 0.00 | 39 | 0.00 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 175,110 | 914.60 | 17,627 | 915.91 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3,637 | 0.00 | 366 | 0.00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 23,127 | 272.96 | 2,329 | |||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 63,541 | 28.88 | 6,398 | 28.89 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10,137 | -72.92 | 1,021 | -72.89 | ||||
| 2025-08-04 | 13F | Balentine LLC | 1,009,163 | 12.40 | 101,613 | 12.42 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15,571 | -89.72 | 1,568 | -89.72 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 12,724 | 22.39 | 1,281 | 22.47 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 13,047 | 0.00 | 1,309 | -0.30 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 3,920 | -0.13 | 395 | -0.25 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 71,355 | 10.12 | 7,191 | 10.26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 90,808 | 8.29 | 9,143 | 8.32 | ||||
| 2025-07-17 | 13F | Klein Pavlis & Peasley Financial, Inc. | 144,996 | 114.58 | 14,600 | 115.32 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 1,260,139 | 17.47 | 126,883 | 17.49 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 4,160 | 27.45 | 419 | 27.36 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 12,505 | 221.71 | 1,259 | 221.99 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 7,053 | 1.07 | 710 | 1.14 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 58,426 | 4.30 | 5,883 | 4.31 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 12,567 | -4.02 | 1,265 | -4.02 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 16,398 | 0.00 | 1,651 | 0.06 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 70,880 | 100.33 | 7,137 | 100.39 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 93 | 0.00 | 9 | 0.00 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 18,321 | 1,845 | ||||||
| 2025-07-28 | 13F | Tlwm | 484,569 | 48,791 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,450 | -6.52 | 548 | -6.50 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 133 | 0 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 15,881 | -34.15 | 1,594 | -34.16 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 130,453 | 111.27 | 13,135 | 111.31 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2,971 | 299 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 9,588 | 5.70 | 966 | 5.70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 263,078 | 154.93 | 26,497 | 155.07 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 18,997 | -28.30 | 1,913 | -28.31 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 6,843 | -9.53 | 689 | -9.46 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 807 | 1.00 | 81 | 1.25 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 14,655 | 1,476 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 103,788 | 4.50 | 10,450 | 4.52 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 23,205 | 27.42 | 2,337 | 27.44 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 17,870 | 1.61 | 1,799 | 1.64 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,052 | -3.20 | 609 | -3.18 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 40,060 | -13.21 | 4,034 | -13.19 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 32,859 | 3,309 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 568,737 | -0.06 | 57,266 | -0.04 | ||||
| 2025-04-08 | 13F | Spartan Planning & Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Cable Car Capital LLC | 3,292 | 1.04 | 331 | 0.91 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 2,655 | -33.32 | 267 | -33.25 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 25,366 | -0.80 | 2,554 | -0.78 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 459,228 | -18.21 | 46,240 | -18.20 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 15,774 | 0.84 | 1,588 | 0.89 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 173,840 | -86.46 | 17,504 | -86.46 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 2,318 | -0.64 | 233 | -0.43 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 4,704 | -18.84 | 474 | -18.87 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 750 | 0.00 | 76 | 0.00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 2,468 | 248 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33,558 | 3,379 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2,000 | 201 | ||||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 3,000 | 36.36 | 302 | 36.65 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 618,125 | -5.36 | 62,239 | -5.34 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 142,686 | -0.92 | 14,364 | 102,500.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 16,675 | 366.43 | 1,679 | 367.69 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 6,974 | 2.85 | 702 | 2.93 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 38,055 | 4.52 | 3,831 | 4.87 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 39,722 | -7.41 | 4,000 | -7.39 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 166,392 | 7.88 | 16,754 | 7.90 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 2,000 | 0.00 | 201 | 0.00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,739,491 | 121.97 | 175,149 | 122.02 | ||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 165,775 | -10.79 | 16,692 | -10.77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 96,823 | 24.66 | 9,749 | 24.68 | ||||
| 2025-04-14 | 13F | Tanglewood Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 255,164 | -16.59 | 25,692 | -16.58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,125,196 | 79.86 | 213,986 | 79.89 | ||||
| 2025-08-14 | 13F | Clayton Partners LLC | 48,207 | -8.70 | 4,854 | -8.67 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 50,969 | 143.59 | 5,132 | 143.68 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,322 | -5.19 | 234 | -5.28 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 258,059 | -8.92 | 25,984 | -8.91 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117,214 | 3.68 | 11,800 | 4.04 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 18,925 | 1,906 | ||||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 25,738 | 3.83 | 2,592 | 3.85 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 24,279 | -41.08 | 2,445 | -41.08 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Spg Advisors Llc | 4,346 | 438 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11,319 | 2.76 | 1,140 | 2.80 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 330,983 | 11.40 | 33,327 | 11.42 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 407,137 | -45.46 | 40,995 | -45.45 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 474,431 | 74.54 | 47,770 | 74.58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 658,303 | 81.80 | 66,284 | 81.84 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 231,055 | -8.23 | 23,265 | -8.21 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 10,746 | -5.00 | 1,082 | -4.92 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 143,694 | 211.94 | 14,469 | 212.01 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,599 | -2.86 | 161 | -2.42 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 10,722 | 0.85 | 1,080 | 1.03 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 95,510 | -2.66 | 9,617 | -2.64 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4,062 | 82.73 | 409 | 83.41 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 3,994 | -0.62 | 402 | -0.50 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6,976 | -7.50 | 702 | -7.51 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1,500 | 151 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6,518 | 656 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 327,531 | 5.21 | 32,979 | 5.23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2,489 | 0.00 | 251 | 0.00 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 78,797 | 7.12 | 7,934 | 7.14 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2,691 | -96.77 | 271 | -96.78 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 147,542 | 143.53 | 14,856 | 143.56 | ||||
| 2025-05-14 | 13F | Consultiva Wealth Management, Corp. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 55,809 | -54.08 | 5,619 | -54.07 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 62,257 | 25.07 | 6,269 | 25.08 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 6,447 | 647 | ||||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 49,980 | 5,033 | ||||||
| 2025-08-26 | 13F | Provident Investment Management, Inc. | 8,378 | -25.85 | 844 | -25.86 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 6,791 | -37.70 | 684 | -37.74 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,459 | -19.48 | 147 | -19.78 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 4,008 | 404 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 7,261 | -5.97 | 731 | -5.92 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 28,295 | 0.87 | 2,849 | 0.92 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 17,182 | -20.28 | 1,730 | -20.24 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 3,060 | 308 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 58,584 | -46.92 | 5,893 | -46.96 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 21,753 | -45.96 | 2,190 | -45.95 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 90,144 | 332.39 | 9,077 | 332.60 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 6,103 | 20.78 | 615 | 20.87 | ||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 3,000 | 302 | ||||||
| 2025-07-07 | 13F | Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sectoral Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 4,753 | 233.31 | 479 | 234.27 | ||||
| 2025-05-01 | 13F | WealthTrust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Arjuna Capital | 550,859 | 13.39 | 55,466 | 13.41 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 80 | 1.27 | 8 | 14.29 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 155,404 | 7.96 | 15,648 | 7.98 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 8,320 | -21.44 | 838 | -21.48 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 273,695 | 17.67 | 28 | 17.39 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 22,874,397 | 10,406.58 | 227 | -98.96 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 55,080 | -44.35 | 5,531 | -44.34 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 13,869 | -96.69 | 1,396 | -96.69 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6,473 | 0.02 | 652 | 0.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 140,007 | 27.29 | 14,097 | 27.31 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7,337 | -11.87 | 739 | -11.93 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 49,675 | -6.71 | 5,002 | -6.70 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 47,453 | -11.51 | 4,778 | -11.49 | ||||
| 2025-08-14 | 13F | Night Owl Capital Management, LLC | 64,241 | 81.42 | 6,468 | 81.48 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 5,575 | -7.55 | 561 | -7.58 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 42,077 | 4,237 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 155,336 | 6.19 | 15,641 | 6.21 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 263,858 | -12.54 | 26,568 | -12.53 | ||||
| 2025-08-26 | NP | Brookfield Real Assets Income Fund Inc. | 70,200 | 0.00 | 7,068 | 0.01 | ||||
| 2025-05-07 | 13F | JSF Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 702,062 | 50.50 | 70,691 | 50.53 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 886 | |||||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 26,060 | -51.16 | 2,624 | -51.16 | ||||
| 2025-08-13 | 13F | Westerkirk Capital Inc. | 67,000 | 6,746 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 7,979 | 65.23 | 803 | 65.23 | ||||
| 2025-08-12 | 13F | NDVR, Inc. | 3,801 | 383 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 6,742 | 679 | ||||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 223,157 | 531.80 | 22,470 | 531.89 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 25,296 | 2,547 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 118 | 0 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 99,359 | 10,004 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 43,071 | -44.92 | 4,337 | -44.92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 3,420 | 14.00 | 344 | 13.91 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 20,354 | 69.89 | 2,049 | 69.90 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 225,280 | 11.07 | 22,683 | 11.10 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 546 | -76.59 | 55 | -76.92 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 28,446 | 688.41 | 2,858 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 37,658 | 35.57 | 3,792 | 35.59 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 29,793 | 7.70 | 2,994 | 7.70 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 418,153 | -24.02 | 42,104 | -24.00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 437,840 | -25.80 | 44,086 | -25.78 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 5,069 | 510 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 66,626 | 3.59 | 6,709 | 3.61 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 47,615 | 5.09 | 4,794 | 5.11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 298,730 | 8.93 | 30,079 | 8.95 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 114 | 12 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 130,982 | 21.18 | 13,189 | 21.20 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 82,268 | -3.14 | 8,284 | -3.12 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 64,888 | 166.52 | 6,534 | 166.65 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 2,450 | 247 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13,460 | 98.03 | 1,355 | 98.10 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 16 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 2,150 | 0.00 | 216 | 0.00 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 15,855 | 75.68 | 1,596 | 75.77 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17,642 | 3.39 | 1,776 | 3.44 | ||||
| 2025-08-06 | 13F | Malaga Cove Capital, LLC | 59,888 | 6,030 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 73,498 | 26.44 | 7,401 | 26.45 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12,100 | 10.45 | 1,218 | 10.53 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 36,862 | -40.83 | 3,712 | -40.82 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,491,342 | 21.11 | 250,854 | 21.14 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 44,027 | 0.80 | 4,433 | 1.19 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 1,400 | 0.00 | 141 | 0.00 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5,121 | 0.00 | 516 | 0.00 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 5,843 | -0.12 | 588 | 0.00 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 38,653 | -6.22 | 3,892 | -6.22 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 68,390 | 63.67 | 6,886 | 63.72 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 112 | -54.66 | 0 | |||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 65,736 | -42.13 | 6,619 | -42.13 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 117,994 | 34.77 | 11,870 | 35.11 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 5,837 | 87.81 | 586 | 88.42 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 523 | 0.00 | 53 | 0.00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3,744 | 377 | ||||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 213,689 | 4.39 | 21,516 | 4.42 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,073 | -87.10 | 208 | -87.14 | ||||
| 2025-05-06 | 13F | WorthPointe, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 12,823 | 84.64 | 1,291 | 84.69 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 41,661 | -21.01 | 4,165 | -21.01 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,313,701 | 28.40 | 232,989 | 28.42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6,929 | -6.92 | 698 | -6.69 |
