Mga Batayang Estadistika
| Pemilik Institusional | 395 total, 395 long only, 0 short only, 0 long/short - change of -4.10% MRQ |
| Alokasi Portofolio Rata-rata | 0.1871 % - change of -10.32% MRQ |
| Saham Institusional (Jangka Panjang) | 66,176,513 (ex 13D/G) - change of -1.11MM shares -1.65% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,008,964 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF (US:SHM) memiliki 395 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 66,176,513 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Goldman Sachs Group Inc, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Mercer Global Advisors Inc /adv, Morgan Stanley, United Capital Financial Advisers, Llc, CX Institutional, and Pnc Financial Services Group, Inc. .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF (ARCA:SHM) 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 48.30 / share. Previously, on September 6, 2024, the share price was 48.03 / share. This represents an increase of 0.56% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 39,456 | -39.76 | 1,887 | -39.46 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,745 | 30.81 | 83 | 31.75 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 32,816 | 5.82 | 1,570 | 6.30 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 5,275 | -0.08 | 252 | 0.40 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 33,973 | 57.52 | 1,625 | 58.28 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 59,876 | 95.51 | 2,864 | 96.50 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,039 | -44.91 | 50 | -44.94 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1,545,071 | 2.40 | 73,901 | 2.89 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1,475 | -39.10 | 71 | -39.13 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 535 | -6.30 | 26 | -7.41 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 28,302 | -40.62 | 1,354 | -40.34 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33,910 | 77.51 | 1,622 | 79.12 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 9,384 | 0.00 | 449 | 0.45 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14,480 | -23.32 | 693 | -22.94 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6,823 | 2.51 | 326 | 3.16 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 32,857 | 0.77 | 1,572 | 1.29 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 32,797 | -17.09 | 1,569 | -16.68 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,585 | 266.21 | 219 | 271.19 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 68,132 | 0.04 | 3,259 | 0.52 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 72 | -40.98 | 3 | -40.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 13,812 | -3.59 | 661 | -3.08 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 9,097 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 60,881 | -1.01 | 3 | 0.00 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 21,801 | -70.31 | 1,043 | -70.18 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 10,321 | 0.00 | 494 | 0.41 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 45,725 | -22.60 | 2,187 | -22.23 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 17,599 | -19.72 | 842 | -19.37 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 65,237 | -10.60 | 3,120 | -10.16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,550 | -5.45 | 122 | -5.47 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 85,061 | -8.88 | 4,068 | -8.44 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 11,251 | 538 | ||||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 5,259 | 0.00 | 252 | 0.40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6,917 | 0 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 6,237 | 2.23 | 298 | 2.76 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5,422 | 259 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8,227 | 393 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 218 | 0.00 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 80,731 | -1.08 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 25,789 | 227.94 | 1,233 | 229.68 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8,217 | 370.62 | 393 | 373.49 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4,464 | 0.00 | 214 | 0.47 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 126,658 | -1.08 | 6,058 | -0.61 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 32 | 0.00 | 1 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 90,540 | 67.62 | 4,331 | 68.42 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 28,539 | 1,365 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52,386 | -6.23 | 2,506 | -5.79 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17,763 | 15.45 | 850 | 15.98 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4,552 | -0.68 | 218 | -0.46 | ||||
| 2025-04-25 | 13F | Ironwood Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,778 | 42.50 | 228 | 43.40 | ||||
| 2025-04-28 | 13F | MBM Wealth Consultants, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 30,690 | 0.69 | 1,468 | 1.17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18,344,941 | -0.90 | 877,439 | -0.42 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 2,916 | -0.58 | 139 | 0.72 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 7,260 | 0.36 | 347 | 0.87 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 162,333 | 11.65 | 7,764 | 12.20 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 6,550 | 0.00 | 313 | 0.64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 461,941 | -21.97 | 22,095 | -21.59 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17,799 | 14.69 | 851 | 15.31 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 21,431 | -3.85 | 1,025 | -3.39 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 4,423 | 3.97 | 212 | 4.46 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 35,038 | 291.88 | 1,668 | 294.09 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 48,573 | -4.30 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 126,881 | 22.45 | 6,065 | 22.95 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 5,239 | 0.00 | 251 | 0.40 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 19,561 | 1.31 | 936 | 1.74 | ||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 10,505 | -23.03 | 502 | -22.65 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 975 | 5.41 | 47 | 4.55 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 271,404 | -6.38 | 12,981 | -5.93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6,923 | -65.34 | 331 | -65.16 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 14,359 | 0.00 | 687 | 0.44 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 35,473 | 2 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4,452 | 0.00 | 213 | 0.47 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 145,709 | -4.76 | 6,969 | -4.31 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 54,516 | -3.99 | 2,608 | -3.52 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 131,890 | 333.85 | 6,308 | 335.94 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 48,391 | 2,315 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 33,168 | -0.72 | 1,586 | -0.25 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15,662 | 1.99 | 751 | 4.02 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 55,541 | 1.55 | 2,657 | 2.04 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 69,891 | -32.15 | 3 | -25.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 516 | 0.00 | 25 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,906,463 | -5.49 | 234,676 | -5.04 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8,540 | 26.13 | 408 | 26.71 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 16,993 | 6.60 | 813 | 7.12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 255,690 | -21.50 | 12,230 | -21.12 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6,550 | 41.74 | 313 | 42.92 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 449,123 | -14.52 | 21,482 | -14.11 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 351,901 | -30.01 | 17 | -30.43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 116,308 | 7.97 | 5,563 | 8.48 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 33,002 | -0.53 | 1,578 | -0.06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38,728 | 50.39 | 1,852 | 51.18 | ||||
| 2025-04-04 | 13F | Agate Pass Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,678 | -21.68 | 367 | -21.24 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 40,597 | 7.05 | 1,942 | 8.49 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,474 | -1.56 | 262 | -1.14 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 569 | 0.53 | 27 | 3.85 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 46,495 | -3.63 | 2,224 | -3.18 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 30,261 | -1.51 | 1,447 | -1.03 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 33,969 | -3.23 | 1,625 | -2.75 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 38,542 | 3.71 | 1,843 | 4.24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16,742 | 2.78 | 801 | 3.23 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4,296 | 0.00 | 205 | 0.49 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5,115 | 0.22 | 245 | 0.83 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 1,418,462 | -0.06 | 67,845 | 0.42 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6,896 | 0.00 | 330 | 0.30 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 8,136 | -7.64 | 389 | -7.16 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 28,953 | 0.00 | 1,385 | 0.44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 44,331 | 40.13 | 2,120 | 40.86 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 19,183 | -0.29 | 919 | 1.32 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5,051 | 0.00 | 242 | 0.42 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,696,310 | 3.19 | 128,965 | 3.69 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 5,929 | 0.00 | 284 | 0.35 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 417 | -17.59 | 20 | -20.83 | ||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 9,622 | -0.72 | 460 | -0.22 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 8,000 | 45.45 | 383 | 46.36 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 180,585 | -24.26 | 8,637 | -23.89 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 918,500 | 27.35 | 43,932 | 27.97 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 7,498 | 0.00 | 359 | 0.56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 648,463 | -8.93 | 31 | -6.06 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 75 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 12,297 | -24.92 | 588 | -24.52 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 157 | 127.54 | 8 | 133.33 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1,094 | -98.18 | 52 | -98.18 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 41,703 | 3.40 | 1,995 | 3.91 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 4,352 | -0.23 | 208 | 0.00 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 7,956 | -16.37 | 381 | -15.93 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 145 | -99.57 | 7 | -99.63 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 13,069 | 2.23 | 625 | 2.80 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9,070 | -9.81 | 434 | -9.41 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10,340 | 0.64 | 495 | 1.02 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 15,695 | 0.33 | 751 | 0.81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 358,194 | 505.56 | 17,132 | 508.60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33,056 | 51.95 | 1,581 | 52.75 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 14,664 | -2.29 | 1 | |||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 33,162 | 26.51 | 1,586 | 27.19 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 18,990 | -11.78 | 908 | -11.33 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 14,676 | -13.40 | 702 | -13.03 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 72,786 | 2.24 | 3,481 | 2.74 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10,855 | -2.78 | 519 | 3,360.00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 134,159 | -17.50 | 6,417 | -17.11 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,429 | -12.14 | 494 | -12.41 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 62,737 | -10.70 | 3,001 | -10.26 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,192,051 | -10.94 | 104,846 | -10.51 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 120,925 | -5.26 | 5,779 | -3.75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 254,187 | 1.14 | 12,158 | 1.62 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 16,982 | -27.51 | 812 | -27.17 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 3,367 | 11.86 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 52,820 | -7.75 | 2,526 | -7.30 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 29,693 | 0.00 | 1,420 | 0.50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4,972 | 179.01 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 96,099 | -7.12 | 4,596 | -6.66 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 | -92.86 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 139,738 | 2.55 | 6,684 | 3.04 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12,513 | 598 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 95 | -34.48 | 5 | -33.33 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 6 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,526 | 312 | ||||||
| 2025-08-13 | 13F | RW Investment Management LLC | 69,215 | -7.12 | 3,311 | -6.68 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 121,136 | -0.43 | 5,794 | 0.03 | ||||
| 2025-08-14 | 13F | Comerica Bank | 54,935 | 50.11 | 2,628 | 50.89 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 25,644 | -14.13 | 1,227 | -13.72 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 111,106 | -4.53 | 5,314 | -4.06 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 6,403 | 0.64 | 306 | 1.32 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 46,478 | 6.01 | 2,223 | 6.57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 188,641 | 4.07 | 9,023 | 4.57 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9,097 | 0.46 | 435 | 1.16 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 118,525 | -5.80 | 5,669 | -5.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 242,423 | 11.31 | 11,595 | 11.85 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5,468 | 0.04 | 262 | 0.38 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 17,730 | -30.73 | 848 | -30.38 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 7,742 | -15.78 | 370 | -15.33 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 84 | 0.00 | 4 | 33.33 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 39,299 | -5.06 | 1,880 | -4.62 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 7,271 | 0.00 | 348 | 0.29 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 635 | 0.00 | 30 | 0.00 | ||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 249,058 | -48.02 | 11,900 | -47.82 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4,922 | 235 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,628,603 | 0.53 | 77,896 | 1.01 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 16,637 | 0.30 | 796 | 0.76 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 539 | 0.00 | 26 | 0.00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 912 | -16.33 | 43 | -15.69 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 | 5 | ||||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 29,929 | -2.51 | 1,431 | -2.05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2,139,222 | -2.27 | 102,319 | -1.80 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4,275 | -58.52 | 204 | -58.37 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 6,519 | -6.87 | 312 | -6.61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,828 | -37.88 | 470 | -37.58 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,367 | 0.00 | 113 | 0.89 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 14,635 | -42.73 | 700 | -42.52 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4,715 | 226 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12,605 | -0.21 | 603 | 0.17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 113,856 | 2.53 | 5,446 | 3.03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16,172 | 4.30 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17,253 | 90.81 | 825 | 91.86 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 8,667 | 10.92 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 24,422 | 0.00 | 1,168 | 0.52 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 72 | 56.52 | 3 | 50.00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 120 | 0.00 | 6 | 0.00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 9,281 | -7.42 | 444 | -7.13 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 25,000 | -5.66 | 1,196 | -5.23 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 150,110 | 51.91 | 7,180 | 52.65 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 5,105 | 0.00 | 244 | 0.83 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 64,652 | 34.56 | 3,092 | 35.20 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 15,806 | 227.93 | 756 | 230.13 | ||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 10,379 | -10.05 | 496 | -9.65 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 49,766 | -3.29 | 2,380 | -2.82 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 262 | -29.57 | 13 | -29.41 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14,480 | 115.19 | 693 | 116.25 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 14,932 | -9.67 | 717 | -7.84 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 15,271 | -14.79 | 730 | -14.42 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 133,444 | -5.01 | 6,383 | -4.56 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 47,718 | 2.25 | 2,282 | 2.75 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 | 0.00 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 218,792 | -2.37 | 10,465 | -1.12 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,055 | -8.75 | 98 | -8.41 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5,014,167 | -1.26 | 239,828 | -0.78 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 13,000 | 0.00 | 622 | 0.49 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 12,516 | 13.92 | 599 | 14.34 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 103,461 | -1.74 | 4,925 | -1.30 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 166 | 0.00 | 8 | 0.00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 10,604 | 0.00 | 507 | 0.60 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 18,373 | -25.64 | 879 | -25.34 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13,486 | 75.87 | 645 | 77.20 | ||||
| 2025-08-08 | 13F | Creative Planning | 23,491 | 11.20 | 1,124 | 11.74 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 9,839 | -47.47 | 471 | -47.25 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,823 | -53.89 | 87 | -53.72 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 660,310 | -0.28 | 31,583 | 0.21 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 199,393 | -10.07 | 9,537 | -9.65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9,788 | -0.87 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 30,979 | 9.65 | 1,482 | 10.19 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 36 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9,092 | -17.06 | 435 | -16.70 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 657,896 | 11.58 | 31,467 | 12.12 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 9,718 | -17.96 | 465 | -17.58 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30,336 | 35.63 | 1,451 | 36.28 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 5,593 | -37.09 | 266 | -36.82 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 46,844 | 0.00 | 2,241 | 0.49 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 8,439 | -0.72 | 404 | -0.25 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 514 | 0.00 | 25 | 0.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Keystone Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 163 | -6.32 | 8 | -12.50 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 400 | 0.00 | 19 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10,106 | -33.15 | 483 | -32.73 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 11,986 | 0.32 | 573 | 0.88 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 28,714 | 1,373 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 265,878 | -7.90 | 12,717 | -7.45 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 8,689 | -49.03 | 416 | -48.83 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 5,862 | 0.00 | 280 | 0.36 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 4,971 | -19.04 | 238 | -18.84 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18,108 | 5.90 | 866 | 6.52 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 21,077 | 11.44 | 1,007 | 12.01 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 33,185 | 1,587 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 84,338 | -4.98 | 4,034 | -4.52 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 14,348 | 28.49 | 686 | 29.19 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 130 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,150 | 0.00 | 55 | 1.85 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 4,236 | 0.00 | 203 | 0.50 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 8,923 | -22.92 | 427 | -22.69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 16,891 | 3.96 | 808 | 4.40 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 12,528 | -5.27 | 599 | -4.77 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 67 | 3 | ||||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 47,083 | -1.67 | 2,252 | -1.23 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 20,307 | 5.85 | 971 | 6.35 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 6,552 | 0.00 | 313 | 0.64 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,519 | -0.38 | 264 | 0.00 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 1,417 | 3.36 | 68 | 3.08 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1,350 | 0.00 | 65 | 1.59 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 46,926 | -5.54 | 2,244 | -5.08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6,466 | 0.37 | 310 | 1.31 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 19,029 | -8.10 | 910 | -7.61 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 34 | 0.00 | 2 | 0.00 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 118,785 | 2.14 | 5,681 | 2.64 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 50,758 | -1.57 | 2,428 | -1.10 | ||||
| 2025-07-24 | 13F | Eastern Bank | 77 | 0.00 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | CNB Bank | 20,080 | 0.00 | 960 | 0.52 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 2,000 | 0.00 | 96 | 0.00 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1,066 | 0.47 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 79,921 | 11.44 | 3,823 | 11.98 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 27,260 | -41.84 | 1,304 | -41.62 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 600 | 0.00 | 29 | 0.00 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 7,000 | 0.00 | 335 | 0.30 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 30,118 | -12.35 | 1,441 | -11.93 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 60,310 | -12.94 | 2,885 | -12.53 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17,912 | -0.07 | 859 | 1.42 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 19,457 | -2.71 | 931 | -2.21 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4,383 | 0.64 | 210 | 0.97 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3,344 | -12.58 | 160 | -12.64 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 11,713 | -1.98 | 560 | -1.41 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2,064,442 | -15.09 | 98,742 | -14.68 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 4,685 | 0.00 | 224 | 0.45 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 123,204 | -14.07 | 5,893 | -13.66 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | New Perspectives, Inc | 6,491 | 0.00 | 310 | 0.65 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 550 | 0.00 | 26 | 0.00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6,800 | -6.48 | 325 | -6.07 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 336 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | FC Advisory LLC | 33,978 | 0.53 | 1,625 | 1.06 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 22,684 | -49.88 | 1 | -50.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 47,596 | -1.99 | 2,277 | -1.51 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 15,317 | -24.31 | 733 | -23.99 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 7,714 | 369 | ||||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 19,497 | 0.00 | 933 | 0.43 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 81,131 | -38.85 | 4 | -50.00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 45,273 | -4.34 | 2,165 | -3.86 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 24,992 | 14.50 | 1,195 | 15.13 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 15,001 | -20.19 | 717 | -19.80 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6,062 | 0.00 | 290 | 0.35 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36,258 | 103.70 | 1,734 | 104.72 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11,948 | -2.10 | 571 | -1.55 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 20,685 | 989 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 70,835 | -2.79 | 3,388 | -2.31 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 6,920 | 43.21 | 331 | 44.10 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,261 | -14.05 | 156 | -13.89 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6,592 | 0.00 | 315 | 0.64 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15,510 | 6.90 | 742 | 7.39 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 485 | 0.00 | 23 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 262,900 | 17.23 | 12,577 | 17.46 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 572 | 27 | ||||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 14,851 | -5.28 | 710 | -4.83 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 125,964 | 0.08 | 6,025 | 0.57 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 33 | -54.79 | 2 | -66.67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 213,848 | -0.48 | 10,228 | 0.00 | ||||
| 2025-08-08 | 13F | Cercano Management LLC | 314,202 | 0.00 | 15,028 | 0.48 | ||||
| 2025-08-14 | 13F | UBS Group AG | 290,555 | -32.50 | 13,897 | -32.17 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 737 | 3,994.44 | 35 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 100.00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 2,555 | 0.00 | 122 | 0.83 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5,124 | -18.55 | 245 | -16.95 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 14,757 | -30.71 | 706 | -30.40 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 14,465 | -13.78 | 692 | -13.41 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,947 | 15.37 | 524 | 15.96 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 7,426 | 355 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 30,134 | 13.94 | 1,441 | 14.55 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,879 | 6.42 | 0 | |||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 5,233 | 23.71 | 250 | 24.38 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 41,307 | 1,976 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 325 | 0.00 | 16 | 0.00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 45,810 | -3.56 | 2,191 | -3.10 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 101,601 | 0.00 | 4,860 | 0.48 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 108,920 | 5,210 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 31,551 | -7.82 | 1,513 | -7.18 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 9,953 | -92.79 | 476 | -92.75 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 1,348 | 0.00 | 64 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 715 | 0.28 | 0 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 1,491 | -2.36 | 71 | -1.39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 749,942 | 2.92 | 35,870 | 3.42 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 395 | 0.00 | 19 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 8,958 | 40.69 | 428 | 41.72 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,175 | -22.92 | 534 | -22.27 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 63,789 | -11.33 | 3,051 | -10.89 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10,646 | -85.51 | 509 | -85.44 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 27,080 | -17.65 | 1,295 | -17.25 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 7 | 0 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 509 | 0.00 | 24 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,350 | 352 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 3,066 | 0.00 | 147 | 0.69 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 116,586 | 32.08 | 5,576 | 32.73 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 54,806 | -6.16 | 2,621 | -5.69 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 18,018 | -0.07 | 862 | 0.35 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 9,785 | -0.16 | 468 | 0.21 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 7,095 | -18.50 | 339 | -18.12 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 5,625 | -34.78 | 269 | -34.39 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 102 | -18.40 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25,421 | -58.06 | 1,216 | -57.89 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 47,200 | -34.08 | 2,258 | -33.77 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 253,667 | -27.83 | 12,133 | -27.48 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 12,553 | -14.16 | 1 | |||||
| 2025-08-14 | 13F | Clifford Group, LLC | 42,759 | -7.22 | 2,045 | -6.75 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 533 | 0.00 | 25 | 0.00 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Jentner Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 55,829 | 1.64 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 10,384 | -26.22 | 497 | -25.86 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 18,386 | -1.55 | 879 | -1.01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 20,923 | -5.26 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 476 | 0.00 | 23 | 0.00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2,100 | 0.00 | 0 | |||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 14,504 | 4.01 | 690 | 4.55 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6,226 | 0.00 | 295 | -1.34 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,019,321 | -4.24 | 192,244 | -3.78 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 70,077 | 0.00 | 3,352 | 0.48 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 4,909 | 0.00 | 235 | 0.43 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 8,466 | 0.00 | 405 | 0.50 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8,832 | 8.90 | 422 | 9.33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 30,744 | -27.19 | 1,470 | -26.83 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 490 | 0.00 | 23 | 0.00 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 4,409 | 0.64 | 211 | 0.96 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23,071 | 10.32 | 1,103 | 10.85 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 14,939 | -0.53 | 715 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 9,927 | -4.98 | 475 | -4.63 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 108 | 0.00 | 5 | 0.00 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 33,999 | 1,626 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 40,080 | -7.48 | 1,917 | -7.03 | ||||
| 2025-05-15 | 13F | TRUE Private Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 967 | 1,365.15 | 46 | 1,433.33 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 16,087 | -6.89 | 769 | -6.45 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 245,526 | -1.22 | 11,744 | -0.74 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 4,211 | 202 | ||||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 45,451 | -41.13 | 2,174 | -40.85 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,690,403 | 629.43 | 81 | 627.27 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10,730 | -21.20 | 513 | -20.83 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 29,807 | -7.96 | 1,426 | -7.53 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 95,706 | -6.02 | 4,578 | -5.57 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 397,039 | 2.46 | 18,990 | 2.96 |
