Mga Batayang Estadistika
| Pemilik Institusional | 491 total, 491 long only, 0 short only, 0 long/short - change of 2.93% MRQ |
| Alokasi Portofolio Rata-rata | 0.3518 % - change of 1.73% MRQ |
| Saham Institusional (Jangka Panjang) | 24,496,855 (ex 13D/G) - change of -2.48MM shares -9.19% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,109,800 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF (US:SLYG) memiliki 491 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 24,496,855 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Bank Of America Corp /de/, Financial Engines Advisors L.L.C., Ameriprise Financial Inc, Morgan Stanley, NorthRock Partners, LLC, Diversified Enterprises, LLC, Rodgers & Associates, LTD, Wells Fargo & Company/mn, and Advisor Group Holdings, Inc. .
Struktur kepemilikan institusional SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF (ARCA:SLYG) 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 3, 2025 is 93.11 / share. Previously, on September 4, 2024, the share price was 89.41 / share. This represents an increase of 4.14% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Burney Co/ | 13,969 | -28.99 | 1,240 | -24.08 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 3,205 | 284 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 | 0.00 | 1 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5,137 | -1.98 | 456 | 4.60 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 6,469 | -0.86 | 537 | -9.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,310 | -14.22 | 205 | -8.07 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 22,163 | -2.12 | 2,010 | 6.92 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2,648 | -16.23 | 235 | -10.31 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 728 | 0.00 | 65 | 6.67 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 16,394 | -26.65 | 1,455 | -21.56 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,601 | -0.12 | 231 | 6.48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14,186 | 1.66 | 1,259 | 8.72 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 3,652 | -0.79 | 324 | 6.23 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 84,129 | 791.57 | 7,467 | 853.51 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 153,932 | 6.06 | 13,661 | 13.41 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12,799 | -96.03 | 1,136 | -95.76 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 2,805 | 0.00 | 249 | 16.43 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38,452 | -38.21 | 3,413 | -33.93 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6,383 | 0.00 | 566 | 6.99 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 21,874 | 1.47 | 1,941 | 8.50 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 322 | 0.00 | 29 | 7.69 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5,998 | -4.22 | 532 | 2.50 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 271,280 | -24.70 | 24,076 | -19.48 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 3,401 | 302 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 181 | 3.43 | 16 | 14.29 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 368 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 748 | 285.57 | 66 | 312.50 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 59,895 | -47.43 | 5,316 | -43.80 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3,851 | 4.00 | 342 | 11.07 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 65 | -13.33 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3,491 | 2,585.38 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5,109 | 14.19 | 453 | 25.48 | ||||
| 2025-08-29 | NP | CGHIX - Timber Point Global Allocations Fund Institutional Class Shares | 5,000 | 0.00 | 444 | 6.75 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3,744 | 0.00 | 332 | 7.10 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 888 | -63.65 | 79 | -61.39 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 16,514 | -8.19 | 1,466 | -1.81 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 3,432 | 305 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8,028 | -60.49 | 713 | -57.77 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 77,469 | 6.09 | 6,875 | 13.45 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 32 | 0.00 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8,169 | 15.72 | 725 | 23.76 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 3,200 | 284 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 635 | 20.95 | 56 | 30.23 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2,265 | -9.15 | 201 | -2.43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 73,934 | 230.48 | 6,562 | 253.50 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3,299 | 0.18 | 293 | 6.96 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 3,000 | 0.00 | 266 | 6.83 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 77,643 | 16.87 | 6,891 | 24.95 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7,354 | 16.34 | 653 | 24.43 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 30 | 0.00 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4,030 | -7.53 | 358 | -1.11 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 89,865 | 2.80 | 7,976 | 9.92 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 285,044 | 5.07 | 25,298 | 12.35 | ||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 34,759 | 1.15 | 3,085 | 8.13 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 4,909 | -8.69 | 436 | -2.47 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 24 | 50.00 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2,673 | -1.07 | 237 | 5.80 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 204,846 | 14.01 | 18,180 | 21.92 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47,411 | 3.06 | 4,208 | 10.19 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10,046 | 892 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 91 | 8 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | 0.00 | 27 | 8.33 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 26,083 | 32,101.23 | 2,315 | 38,466.67 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 12,936 | -9.15 | 1,148 | -2.79 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 10,160 | 11.73 | 910 | 20.56 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,597 | 0.00 | 142 | 6.82 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 5,448 | -1.80 | 484 | 5.00 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 62,246 | -2.73 | 5,524 | 4.01 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 128 | -59.62 | 11 | -57.69 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 19,501 | -33.11 | 1,731 | -28.48 | ||||
| 2025-08-01 | 13F | First National Trust Co | 180,109 | 6.41 | 15,985 | 13.78 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 29,029 | 2,576 | ||||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 3,488 | 310 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26,599 | -4.30 | 2,361 | 2.34 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3,649 | 48.88 | 324 | 59.11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8,185 | 18.16 | 726 | 26.48 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 3,801 | 0.00 | 337 | 6.98 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 67,727 | 11.68 | 6,011 | 19.41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 307,958 | 33.55 | 27,331 | 42.80 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 651 | 0.00 | 58 | 5.56 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 2,294 | 204 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 183 | 0.00 | 16 | -5.88 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 2,875 | 0.28 | 255 | 7.59 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 4,580 | 0.00 | 406 | 6.84 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 74,723 | 6,632 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 130,841 | 0.88 | 11,207 | 10.93 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 55,728 | 5.95 | 4,946 | 13.29 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10,930 | -24.95 | 970 | -19.70 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 2,367 | 210 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 13,754 | 30.49 | 1,221 | 39.59 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 33,249 | 68.52 | 2,683 | 44.87 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,162 | -13.13 | 547 | -7.46 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,854 | 1.39 | 342 | 8.57 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 2,354 | -11.24 | 209 | -5.45 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 141,086 | -23.82 | 12,521 | -18.54 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 19,065 | 2.82 | 1,692 | 10.01 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8,498 | 754 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 226 | 0.00 | 20 | 11.11 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 2,286 | -7.64 | 203 | -1.46 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2,358 | 209 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 132 | 0.00 | 12 | 10.00 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 113,208 | 12.97 | 10,097 | 21.40 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 43,516 | -5.10 | 3,862 | 1.50 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 116 | 10 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 22,723 | 8.56 | 2,017 | 16.06 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 2,438 | -19.59 | 218 | -13.89 | ||||
| 2025-08-08 | 13F | Creative Planning | 53,019 | 1.93 | 4,705 | 8.99 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15,787 | 0.00 | 1,401 | 6.95 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50,558 | 4,487 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,080 | 0.00 | 96 | 6.74 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,604 | -25.87 | 320 | -20.84 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 64,931 | 11.46 | 5,763 | 19.17 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16,265 | -3.35 | 1,443 | 4.34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 243,460 | -6.73 | 22 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 528 | 0.19 | 47 | 6.98 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6,237 | 2.63 | 518 | -5.83 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 21,162 | -0.48 | 1,878 | 6.46 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 9,329 | -10.95 | 828 | -4.83 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,183 | 105 | ||||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 20 | 2 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 2,610 | 232 | ||||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 32,028 | 550.05 | 2,842 | 596.57 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 19,375 | 9.14 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 220 | 0.00 | 20 | 5.56 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 2,311 | 205 | ||||||
| 2025-04-09 | 13F | Fiduciary Alliance LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 60,301 | 12.24 | 5,352 | 20.00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 32,051 | -14.88 | 2,845 | -8.99 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 256 | 0.39 | 23 | 4.76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 164,126 | 11.01 | 14,566 | 18.70 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 48,860 | 24.90 | 4,336 | 33.58 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 4,198 | 2.52 | 373 | 9.73 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 45 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 593 | 1.19 | 53 | 8.33 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 73,280 | 4.82 | 6,644 | 21.84 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 47,248 | 12.74 | 4,193 | 20.56 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 18,007 | -3.53 | 1,495 | -11.39 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,659 | -48.63 | 429 | -41.85 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2,657 | 0.00 | 236 | 6.82 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,154 | -89.25 | 191 | -88.51 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,820 | 0.29 | 517 | 7.28 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 193 | 157.33 | 17 | 183.33 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 18,004 | 29.88 | 1,598 | 38.87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 29,335 | 42.26 | 2,603 | 52.13 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 18,571 | -1.96 | 1,648 | 4.83 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1,902 | 3.03 | 169 | 9.80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 14,200 | 610.00 | 1,260 | 659.04 | |||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3,140 | 30.07 | 279 | 39.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20,375 | 445.08 | 1,808 | 483.23 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 17,732 | -4.59 | 1,574 | 2.01 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 365,093 | 4.30 | 32,402 | 11.53 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4,032 | -10.68 | 358 | -4.55 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 6,216 | 0.55 | 552 | 7.41 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5,600 | 497 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 19,729 | 3.75 | 1,763 | 176,100.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 336 | 30 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38,500 | -6.56 | 3,417 | -0.12 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 5,444 | 0.24 | 483 | 7.33 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 223 | 0.00 | 20 | 5.56 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8,650 | -10.71 | 768 | -4.60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130,792 | -4.78 | 11,592 | 2.67 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2,768 | 246 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6,868 | 36.92 | 610 | 46.39 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 14,650 | -5.40 | 1,300 | 1.17 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1,184 | 6.19 | 105 | 14.13 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 32,275 | -4.74 | 2,865 | 1.92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 228 | 0.00 | 20 | 11.11 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 242 | 21 | ||||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 6,039 | -1.55 | 536 | 5.11 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 330,107 | 2.08 | 29,297 | 9.15 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 18,483 | 71.06 | 1,640 | 83.04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83,359 | 5.40 | 7,576 | 15.40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 50,382 | -4.71 | 4,471 | 1.89 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 100 | 0.00 | 9 | 0.00 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 1,200 | 106 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 40,356 | 3,582 | ||||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 10,037 | 6.07 | 891 | 13.38 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 124,227 | -38.28 | 11,025 | -34.01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 14,042 | -0.47 | 1,246 | 6.50 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 31 | 3 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 17,328 | -3.49 | 1,538 | 3.15 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3,558 | 12.67 | 316 | 20.23 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2,219 | -68.18 | 204 | -63.96 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2,699 | 243 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8,528 | -0.16 | 757 | 6.78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,777 | 11.81 | 601 | 19.48 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,536 | 4.63 | 136 | 12.40 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 3,799 | 337 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 52,395 | 0.61 | 4,650 | 7.59 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 17,689 | 2.88 | 1,596 | 13.93 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 3,857 | 1.66 | 342 | 8.92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,931 | -2.37 | 260 | 4.42 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 26,568 | -0.70 | 2,358 | 6.17 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 4,076 | 0.00 | 362 | 6.80 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 2,418 | -60.73 | 215 | -58.12 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 16,430 | 9.21 | 1,458 | 16.83 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2,660 | -40.37 | 236 | -36.22 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 191,830 | -17.85 | 17,025 | -12.15 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2,988 | 0.07 | 265 | 7.29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2,288 | 203 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 59,265 | -18.10 | 5,260 | -12.44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 908 | 14.65 | 81 | 23.08 | ||||
| 2025-04-21 | 13F | Aspiriant, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 45,259 | -13.88 | 4,017 | -7.91 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 93,132 | 3.28 | 8,266 | 10.44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 201,466 | 26.03 | 17,880 | 34.76 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 107,602 | -9.85 | 9,550 | -3.60 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4,709 | -10.44 | 418 | -4.36 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 96 | 0.00 | 9 | 14.29 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5,802 | 5.45 | 515 | 12.72 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 74,347 | 4.66 | 6,598 | 11.91 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2,501 | 222 | ||||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 118 | 0.00 | 11 | 11.11 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 235 | 17.50 | 21 | 31.25 | ||||
| 2025-05-14 | 13F | Asset Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 4,880 | 433 | ||||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 7,067 | 0.17 | 641 | 17.65 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 133 | -14.74 | 12 | -8.33 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 366,922 | 28.04 | 33,140 | 39.29 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2,640 | 234 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 93 | 0.00 | 8 | 14.29 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2,169 | 0.28 | 193 | 7.26 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3,869 | 0.10 | 343 | 7.19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67,598 | -11.54 | 6 | -16.67 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,780 | 0.00 | 158 | 6.80 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 763 | 68 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 67,564 | 5,997 | ||||||
| 2025-04-22 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 247,628 | 9.36 | 21,977 | 16.93 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 32,207 | 2.57 | 2,858 | 9.67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 23,117 | -3.52 | 2,052 | 3.17 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 20,509 | 1,820 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 53 | 0.00 | 5 | 0.00 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 8,603 | 0.00 | 764 | 6.86 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 10 | -37.50 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,658 | 147 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 482 | 0.00 | 43 | 5.00 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 96,775 | -7.22 | 8,589 | -0.80 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7,994 | -0.34 | 709 | 6.62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 304,235 | 19.64 | 27,001 | 27.93 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5,858 | -0.78 | 520 | 5.92 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 27,770 | -18.22 | 2,465 | -12.56 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28,560 | 215.09 | 3 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 19,792 | 8,775.34 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 100 | 0.00 | 9 | 0.00 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 18,118 | -1.25 | 1,608 | 5.58 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30,162 | -15.09 | 2,677 | -9.23 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 118 | 0.00 | 10 | 11.11 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 20,158 | 42.69 | 1,789 | 40.20 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3,321 | 5.03 | 295 | 12.21 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7,632 | -1.56 | 677 | 5.29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 18,864 | 21.95 | 1,674 | 30.48 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 2,335 | 207 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 296 | -75.50 | 26 | -74.00 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 59,996 | 28.89 | 5,325 | 26.61 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 212 | 0.00 | 19 | 5.88 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 894 | 1.13 | 79 | 8.22 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4,093 | -98.44 | 363 | -98.34 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 120,797 | -47.37 | 10,721 | -43.72 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 6,122 | 2.29 | 1 | |||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 18,824 | -0.27 | 1,671 | 6.64 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 9,196 | 816 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3,343 | 7.01 | 297 | 14.29 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13,280 | -0.02 | 1,179 | 6.90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 80,534 | -35.81 | 7,147 | -31.36 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 835 | 74 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 82,080 | 62.79 | 7,285 | 74.09 | ||||
| 2025-04-23 | 13F | Systelligence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Oak Root LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,375 | -10.19 | 300 | -3.86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 716,965 | -1.77 | 63,631 | 5.03 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1,835 | -38.77 | 0 | |||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10,310 | -45.44 | 919 | -41.39 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 9,351 | 0.63 | 830 | 7.52 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,806 | -18.40 | 897 | -25.08 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9,968 | -29.94 | 885 | -28.01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,761 | -4.71 | 334 | 5.05 | ||||
| 2025-08-13 | 13F | ESG Planning | 2,433 | 216 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 24,075 | -8.03 | 2,137 | -1.66 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 14,121 | 0.39 | 1,172 | -11.21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 66,153 | 40.28 | 5,871 | 50.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,182 | 81.09 | 637 | 93.62 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 28,870 | -5.62 | 2,562 | 0.95 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 296 | 0.00 | 26 | 8.33 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11,227 | 7.68 | 996 | 15.14 | ||||
| 2025-07-16 | 13F | Jentner Corp | 2,548 | 226 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,439 | 54.94 | 838 | 65.74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32,188 | 2.41 | 2,857 | 9.51 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 2,348 | 208 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 69 | 6 | ||||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,307,624 | 3.16 | 116,052 | 10.31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,090 | 21.89 | 274 | 30.48 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 14,241 | 14.51 | 1,185 | 14.83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10,044 | -7.05 | 891 | -0.56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20,060 | -4.94 | 1,780 | 1.66 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 14,780 | -7.42 | 1,312 | -1.06 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 171,586 | 4.25 | 15,228 | 11.47 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 3,103 | -26.68 | 275 | -21.65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 188,979 | 58.98 | 17 | 77.78 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 20,967 | 52.39 | 1,861 | 62.87 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 40,890 | 4.51 | 3,629 | 11.73 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 125 | 0.00 | 11 | 10.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,437 | 3.21 | 1,193 | 10.37 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17,596 | 1,562 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 51 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 462 | 0.00 | 41 | 7.89 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 38,097 | -6.85 | 3,381 | -0.38 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 113,899 | 19.86 | 10,108 | 28.11 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 26,789 | 4.92 | 2,378 | 12.18 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 300 | 0.00 | 25 | -11.11 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 97,806 | 6.71 | 8,680 | 14.11 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,347 | 0.00 | 120 | 7.21 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 440 | 0.00 | 37 | -7.69 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 4,981 | -14.80 | 442 | -8.87 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 80 | 0.00 | 7 | 16.67 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 7,030 | -2.86 | 1 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 961 | 0.00 | 85 | 7.59 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 5,107 | 24.74 | 453 | 33.63 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 206,710 | 19.32 | 18,346 | 27.59 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 999,347 | 1.51 | 88,627 | 8.58 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 27,299 | 2,423 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,871 | -0.55 | 432 | 6.40 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 71,171 | 1.91 | 6,316 | 8.97 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12,547 | -1.17 | 1,114 | 5.70 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 6,698 | 594 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 139 | 0.00 | 12 | 9.09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,392 | -19.35 | 390 | -13.94 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 4,138 | 367 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 184 | 0.00 | 16 | 6.67 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 14,012 | 3.69 | 1,244 | 10.88 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 19,806 | 30.38 | 1,758 | 39.44 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 81,009 | -3.76 | 7,190 | 2.91 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 350 | 0.00 | 31 | 6.90 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 67,245 | 107.02 | 5,968 | 121.36 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 246 | 0.00 | 22 | 5.00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 787 | -27.60 | 70 | -23.33 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,907 | 0.59 | 1,146 | 7.61 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 44,847 | 8.80 | 3,980 | 16.34 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 7,064 | -2.50 | 627 | 4.16 | ||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 4,000 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 55,051 | -4.90 | 4,886 | 1.69 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 34,839 | 14.17 | 3,092 | 22.08 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 3,223 | 0.00 | 268 | -8.25 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 3,432 | 305 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 11,136 | -1.43 | 988 | 10.76 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 9,939 | 24.07 | 882 | 32.83 | ||||
| 2025-07-17 | 13F | KWB Wealth | 174,467 | -8.81 | 14,481 | -16.23 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 24,210 | 1.92 | 2,149 | 8.98 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 31,606 | 4.17 | 2,805 | 11.40 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14,700 | 21.88 | 1,305 | 30.27 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4,375 | 2.84 | 388 | 9.92 | ||||
| 2025-07-14 | 13F | Friday Financial | 12,385 | -8.83 | 1,099 | -4.18 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 10,489 | -0.16 | 931 | 6.65 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5,486 | -1.79 | 487 | 4.97 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 4 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 76 | 7 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6,109 | -41.93 | 542 | -37.92 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 128 | 11 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3,708 | -0.30 | 329 | 6.82 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5,180 | 0.00 | 460 | 6.99 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3,092 | 24.83 | 274 | 33.66 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9,816 | -1.54 | 871 | 5.32 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 3,324 | 0.24 | 295 | 7.27 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,396 | 0.17 | 213 | 7.07 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 179,137 | 3.37 | 15,898 | 10.53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17,629 | -3.93 | 1,565 | 2.69 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 6,510 | 3.66 | 578 | 10.75 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 136 | 0.00 | 12 | 9.09 | ||||
| 2025-08-14 | 13F | UBS Group AG | 316,846 | 6.24 | 28,120 | 13.60 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,790 | -0.06 | 159 | 6.76 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 46,189 | 24.33 | 4 | 33.33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 86,082 | 13.25 | 7,800 | 27.39 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 58,039 | 8.79 | 5,151 | 16.33 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 61 | 0.00 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,822 | 0.00 | 162 | 6.62 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4,031 | 4.48 | 358 | 11.56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,845 | -2.17 | 607 | 4.66 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 7,975 | -32.10 | 708 | -27.41 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 61,230 | -97.64 | 5,434 | -97.47 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 51,364 | 8.20 | 4,559 | 15.69 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 21,447 | -16.17 | 1,903 | -10.36 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 97 | 0.00 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 21,288 | -5.63 | 1,889 | 0.91 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 140 | 0.00 | 12 | -8.33 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 124,072 | -37.34 | 11,011 | -33.00 | ||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,986 | 0.71 | 176 | -1.12 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8,080 | -12.02 | 717 | -5.91 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15,878 | -3.28 | 1,409 | 3.45 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 65,239 | 17.72 | 5,790 | 25.88 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4,832 | 23.87 | 429 | 32.51 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 65 | 0.00 | 6 | 0.00 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 90 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 183 | -72.89 | 16 | -71.43 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26,368 | 8.95 | 2,340 | 16.53 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 2,989 | -3.55 | 265 | 3.11 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 48,721 | 4,324 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 7,460 | 24.15 | 662 | 32.93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 375,499 | 27.46 | 33,326 | 36.29 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4 | 0.00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 136 | 0.00 | 11 | -8.33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 83 | 1.22 | 7 | 16.67 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 17 | 0.00 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 7,592 | 0.00 | 674 | 6.83 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 8,915 | -10.37 | 791 | -4.12 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 4,735 | -6.88 | 420 | -0.47 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 35,037 | 12.29 | 3,205 | 24.09 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,153 | -22.02 | 457 | -16.61 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 12 | 0.00 | 1 | |||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 3,569 | 9.51 | 317 | 17.04 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 10,215 | 909 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4,532 | 5.54 | 404 | 13.48 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 222,368 | -0.75 | 19,735 | 6.13 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 19 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 5,095 | 1.51 | 452 | 8.65 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 5,015 | -5.29 | 445 | 1.37 | ||||
| 2025-08-12 | 13F | Prudential Plc | 1,530 | 6.25 | 136 | 13.45 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 54,440 | -2.43 | 4,832 | 4.34 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 12,424 | 0.26 | 1,103 | 8.25 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 30 | -25.00 | 3 | -33.33 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 24 | 0.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 23,670 | 2,101 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 910 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 11,392 | 0.30 | 1,011 | 7.32 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 55 | -24.66 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,344 | 11.32 | 563 | 9.34 | ||||
| 2025-04-25 | 13F | Financial Consulate, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2,823 | -83.44 | 251 | -82.32 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5,621 | -2.26 | 499 | 4.40 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 318,280 | 6.76 | 28,247 | 14.16 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,549 | -4.11 | 492 | 2.50 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 3,366 | -21.78 | 299 | -16.53 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 32,253 | -3.07 | 2,863 | 3.66 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 204 | 0.00 | 18 | 12.50 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2,586 | -31.31 | 230 | -26.60 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 131,392 | 8.70 | 11,661 | 16.24 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 3,175 | -1.37 | 282 | 5.24 | ||||
| 2025-05-05 | 13F | Horizon Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 476,985 | 5.23 | 42,332 | 12.53 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 3,131 | 7.78 | 278 | 14.94 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 32,965 | 6.56 | 2,926 | 13.95 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 2,442 | -41.06 | 217 | -37.03 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6,416 | 96.21 | 570 | 109.96 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 47,397 | 10.74 | 4,207 | 18.41 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 241,820 | 1.73 | 21,462 | 8.78 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,658 | 0.00 | 138 | -8.05 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 33,487 | -9.94 | 2,972 | -3.73 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8,524 | -3.14 | 757 | 3.56 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 132,382 | 0.93 | 11,749 | 7.92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 87,400 | 2.74 | 7,757 | 9.86 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 669,084 | 4.69 | 59,381 | 11.94 | ||||
| 2025-07-30 | 13F | Connors Investor Services Inc | 10,255 | -0.44 | 910 | 6.56 | ||||
| 2025-05-02 | 13F | Verdence Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 31,228 | -96.98 | 2,771 | -96.78 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6,039 | 30.15 | 536 | 38.96 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 45,591 | -4.01 | 4,143 | 5.10 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 2,608 | 0.00 | 231 | 6.94 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 104,136 | -1.56 | 9,242 | 5.27 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 3,917 | 4.40 | 348 | 11.58 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 413,898 | 4.10 | 36,733 | 11.31 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 7,386 | -44.77 | 656 | -40.94 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 52,054 | -3.67 | 4,620 | 2.99 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,839,618 | 4.51 | 163,266 | 11.75 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 141 | -34.11 | 13 | -29.41 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 4,556 | 2,611.90 | 404 | 3,007.69 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 6,158 | -0.32 | 547 | 6.64 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 3,284 | -22.42 | 291 | -17.09 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 183 | 0.00 | 16 | 6.67 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 21,371 | 72.58 | 1,897 | 84.62 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 72,713 | 3.03 | 6,453 | 10.18 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 14,492 | -20.51 | 1,286 | -15.00 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 10,908 | -2.40 | 968 | 4.42 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 49,872 | 0.15 | 4,452 | -3.57 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 4,465 | -10.79 | 397 | -4.34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 11,903 | 0.52 | 1,056 | 7.54 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13,847 | 3.33 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 14,180 | -1.21 | 1,258 | 5.63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 42,421 | 23.15 | 3,765 | 31.69 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 16,517 | -18.82 | 1,489 | -9.04 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 906 | 80 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 9,519 | -5.70 | 845 | 0.84 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 48,759 | 8.44 | 4,327 | 15.94 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,640 | 146 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 79,176 | -6.81 | 7,027 | -0.35 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 50,663 | -1.50 | 4,496 | 5.32 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 8,647 | 12.20 | 781 | 21.84 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,729 | 12.91 | 508 | 20.67 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 57,837 | 5,133 | ||||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 4,956 | 0.00 | 440 | 6.81 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 4,100 | 364 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7,394 | -0.67 | 656 | 6.32 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2,400 | 213 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 32 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 62,973 | 58.45 | 6 | 66.67 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5,035 | -0.22 | 447 | 6.70 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,588 | 52.16 | 762 | 62.82 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 12 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 19,834 | -0.81 | 1,760 | 6.09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,433,162 | 37.15 | 304,693 | 46.65 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 186 | 0.54 | 16 | 6.67 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 56,999 | 8.60 | 5,059 | 16.12 |
