Mga Batayang Estadistika
| Pemilik Institusional | 555 total, 555 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.3838 % - change of -8.59% MRQ |
| Saham Institusional (Jangka Panjang) | 30,782,218 (ex 13D/G) - change of -2.12MM shares -6.45% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,362,282 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF (US:SLYV) memiliki 555 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 30,782,218 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Bank Of America Corp /de/, Financial Engines Advisors L.L.C., Cannon Financial Strategists, Inc., Goelzer Investment Management, Inc., NorthRock Partners, LLC, HighTower Advisors, LLC, Ameriprise Financial Inc, Wealth Enhancement Advisory Services, Llc, and Morgan Stanley .
Struktur kepemilikan institusional SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF (ARCA:SLYV) 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 89.16 / share. Previously, on September 9, 2024, the share price was 82.27 / share. This represents an increase of 8.37% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 3,443 | -3.20 | 270 | -13.23 | ||||
| 2025-08-05 | 13F | Burney Co/ | 18,422 | -6.69 | 1,469 | -5.04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6,022 | -12.95 | 480 | -11.44 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 2,677 | 0.00 | 214 | 1.91 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 54 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5,565 | 0.00 | 444 | 1.61 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,880 | 230 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,435 | 0.00 | 114 | 1.79 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 178 | 0.00 | 14 | 7.69 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 3,054 | 0.56 | 244 | 2.10 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 8,931 | -30.04 | 712 | -28.80 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2,826 | -0.07 | 225 | 1.81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,903 | 471 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,673 | -22.75 | 213 | -21.40 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 7,435 | -6.30 | 593 | -4.66 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 5,534 | 0.05 | 441 | 1.85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 500 | -11.03 | 40 | -11.36 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 7,483 | -32.87 | 597 | -31.73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5,644 | -97.46 | 450 | -97.41 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 12,321 | 0.18 | 983 | 1.87 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 17,566 | 0.11 | 1,401 | 1.89 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 1,460 | 0.07 | 116 | 1.75 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 6,768 | 1.51 | 540 | 3.26 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 10,404 | -2.42 | 830 | -0.72 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 12,756 | -27.06 | 1,017 | -25.82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,049 | 468.84 | 243 | 478.57 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 52,440 | -3.45 | 4,183 | -1.78 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 478 | 38 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 2,930 | 234 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3,020 | -20.46 | 241 | -19.19 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 202,222 | 31.90 | 16,129 | 34.20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 19,709 | -2.27 | 1,572 | -0.57 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 115 | -7.26 | 10 | 12.50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15,253 | 14.30 | 1,217 | 16.25 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 17,609 | 13.37 | 1,381 | 1.92 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4,746 | -2.02 | 343 | -8.04 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 296 | -75.17 | 24 | -75.27 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 56,810 | 3.51 | 4,552 | 5.79 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 37,194 | 6.29 | 2,967 | 8.13 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 809 | 22.76 | 65 | 25.49 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 142,125 | 28.92 | 11,336 | 31.15 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,798 | 96.12 | 781 | 99.74 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 8,140 | 13.61 | 649 | 15.69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 51 | 0.00 | 4 | 33.33 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Marietta Investment Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21,118 | 2.40 | 1,684 | 4.21 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 7,698 | 614 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 36,446 | 1.77 | 2,907 | 3.53 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 44,310 | -1.48 | 3,534 | 0.23 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5,197 | 415 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 279,097 | -0.53 | 22,261 | 1.20 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 77,046 | -29.12 | 6,145 | -27.89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25,796 | -4.42 | 2,057 | -2.74 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3,164 | 0 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 22 | 2 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 152 | -20.00 | 12 | -14.29 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 4,478 | 357 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284,381 | 8.51 | 22,682 | 10.39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,029 | 53.65 | 880 | 56.41 | ||||
| 2025-08-01 | 13F | First National Trust Co | 198,055 | 4.76 | 15,797 | 6.58 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 18,959 | 6.68 | 1,512 | 8.54 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9,678 | 22.20 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 29,313 | 181.67 | 2,338 | 186.87 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,856 | -22.91 | 308 | -21.68 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 388 | 0.00 | 31 | 0.00 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 147,502 | -8.90 | 11,765 | -7.33 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 8,586 | -14.74 | 685 | -13.31 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 46 | 0.00 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 2,356 | 0.00 | 188 | 1.63 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 58,430 | 22.57 | 4,747 | 27.00 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 62 | 0.00 | 5 | 0.00 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3,723 | 2.76 | 297 | 4.59 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6,057 | -51.01 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 4,238 | 0.00 | 338 | 1.81 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,660 | 35.73 | 451 | 38.34 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2,515 | 0.00 | 201 | 1.52 | ||||
| 2025-05-12 | 13F | First International Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 4,208 | -1.45 | 336 | 0.30 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Asset Planning Corporation | 14,011 | -0.45 | 1,118 | 1.27 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 122,855 | -1.82 | 9,799 | -0.12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 4,478 | 7.05 | 357 | 9.17 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13,571 | 15.84 | 1,082 | 17.86 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 23,440 | -7.57 | 1,870 | -5.99 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7,718 | -8.73 | 623 | -6.18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 37,002 | -1.08 | 2,951 | 0.65 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22,235 | 119.24 | 1,773 | 100.57 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5,576 | 0.02 | 445 | 1.60 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 6,880 | -8.02 | 549 | -6.48 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 725 | 0.00 | 58 | 1.79 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2,783 | 5.86 | 222 | 7.77 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 2,789 | 0.54 | 222 | 2.30 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4,001 | -3.38 | 319 | -1.54 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 5,524 | 0.00 | 441 | 1.62 | ||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 | 0 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 3,954 | -4.47 | 315 | -2.78 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 125 | 0.00 | 10 | 0.00 | ||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 6,440 | -1.84 | 514 | -0.19 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 9,228 | 5.92 | 736 | 7.61 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9,970 | 6.77 | 795 | 8.61 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 14,965 | 33.41 | 1,194 | 35.72 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,030 | 242 | ||||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 171,666 | 11.76 | 12,638 | -7.38 | ||||
| 2025-04-10 | 13F | Accel Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 3,231 | 0.00 | 259 | 8.86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 496 | 0.00 | 40 | 2.63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 69,589 | 277.01 | 5,550 | 283.82 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 84,529 | 11.92 | 6,742 | 13.87 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21,526 | 9.58 | 1,717 | 11.43 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 127,089 | 13.47 | 10,278 | 17.04 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 29,968 | 0.09 | 2,390 | 1.83 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 10,299 | -10.51 | 821 | -8.98 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 392 | -64.10 | 31 | -63.53 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 74,319 | -3.75 | 5,928 | -2.08 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3,038 | -6.95 | 242 | -5.10 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 195 | 178.57 | 16 | 200.00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 3,203 | -14.04 | 262 | -10.27 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 380 | 13.77 | 30 | 15.38 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,179 | 0.26 | 94 | 2.17 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 2,965 | 0.00 | 236 | 1.72 | ||||
| 2025-08-08 | 13F | Creative Planning | 380,649 | -6.68 | 30,361 | -5.06 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 146 | 12 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2,726 | 0.44 | 217 | 2.36 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 51,096 | 14.45 | 4,074 | 16.40 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25,675 | 24.13 | 2,048 | 26.28 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 16,137 | 7.32 | 1,287 | 9.25 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 285,410 | 6.04 | 22,764 | 7.88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 206,077 | -30.19 | 16 | -30.43 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3,522 | -64.30 | 281 | -63.78 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 74,089 | 10.52 | 5,909 | 12.45 | ||||
| 2025-08-12 | 13F | SPX Equities Gestao de Recursos Ltda | 104,095 | -51.17 | 8,303 | -50.33 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 2,690 | 0.00 | 215 | 1.90 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,238 | 99 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 62,702 | 6.98 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 6,484 | -0.98 | 517 | 0.78 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 28,249 | -12.05 | 2,253 | -10.52 | ||||
| 2025-05-14 | 13F | TFB Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | McMill Wealth Management | 9,879 | 0.05 | 789 | 1.81 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 264 | 0.00 | 21 | 5.00 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 14,000 | 0.00 | 1,117 | 1.73 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 3,822 | -8.21 | 305 | -6.75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 265,081 | -23.80 | 21,143 | -22.48 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 60,043 | 27.51 | 4,789 | 29.75 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2,816 | -7.15 | 225 | -5.49 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,962 | 0.05 | 157 | 1.96 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 215 | 17 | ||||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 166,625 | 5.34 | 13,868 | 24.52 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 2,299 | 0.00 | 183 | 1.67 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 4,173 | 0.02 | 334 | 2.14 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,034 | 26.84 | 3,432 | 29.02 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 77,347 | -43.54 | 6,169 | -42.56 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 13,603 | 0.21 | 1,085 | 1.88 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 21 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 17,802 | -0.72 | 1,420 | 1.00 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 5,554 | 0.00 | 443 | 1.61 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3,537 | -3.73 | 282 | -2.08 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 41,045 | 7.44 | 3,274 | 9.28 | ||||
| 2025-05-12 | 13F | Alesco Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,997 | -45.09 | 239 | -43.90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 786,215 | 7.70 | 62,708 | 9.57 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 11,087 | -14.37 | 884 | -12.91 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 7,129 | 0.00 | 569 | 1.79 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 8,198 | -1.38 | 654 | 0.31 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 11,694 | 0.57 | 957 | 4.94 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 51,875 | -16.84 | 4,195 | -10.04 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 132 | -67.49 | 11 | -67.74 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 327,205 | 5.17 | 26,098 | 6.99 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 5,450 | 0.00 | 435 | 1.64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 110,056 | 25.35 | 8,778 | 27.53 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 272 | 0.00 | 22 | 0.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 228 | 18 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 22,459 | -8.64 | 1,791 | -7.06 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 15,188 | -2.03 | 1,211 | -0.33 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 50,832 | -3.97 | 4,054 | -2.29 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,012 | 0 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 171 | 0.00 | 14 | 0.00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 79,517 | 3.20 | 6,342 | 4.98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4,056 | -62.74 | 323 | -62.13 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 57,839 | -64.32 | 4,613 | -63.70 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 5 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,614 | -14.55 | 208 | -12.97 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,629 | -3.84 | 289 | -2.03 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 44,265 | 0.32 | 3,617 | 120,433.33 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2,677 | 0.22 | 213 | 1.91 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 17,115 | 3.47 | 1,365 | 5.32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20,221 | -12.60 | 1,613 | -11.09 | ||||
| 2025-04-11 | 13F | Foster Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 2,680 | -0.19 | 214 | 1.43 | ||||
| 2025-08-07 | 13F | Nwam Llc | 71,503 | 2.49 | 5,703 | 4.28 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 36,759 | -6.98 | 2,931 | -5.39 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 4,373 | 0.00 | 349 | 7.41 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 9 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 13 | 1 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 96 | 0.00 | 8 | 0.00 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7,060 | 0.09 | 563 | 1.81 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 243,720 | 12.35 | 19,437 | 14.26 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 14,294 | -21.65 | 1,140 | -20.28 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 6,734 | -7.82 | 537 | -6.12 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 41,547 | 25.42 | 3,314 | 27.57 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4,194 | -1.22 | 347 | 15.67 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 5,195 | -11.95 | 414 | -10.39 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 45,733 | 20.24 | 3,648 | 22.30 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 105,561 | -3.63 | 8,420 | -1.96 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Partners in Financial Planning | 31,136 | 19.42 | 2,483 | 21.48 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2,735 | 218 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,877 | 2.38 | 309 | 4.39 | ||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 8,452 | -2.59 | 674 | -0.88 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 465,960 | -15.39 | 38,787 | -10.17 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 101,732 | -3.96 | 8,114 | -2.29 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2,518 | 201 | ||||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 5,378 | 0.02 | 429 | 1.66 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10 | -60.00 | 1 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20,271 | 514.27 | 1,617 | 526.36 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47,573 | -14.64 | 3,794 | -13.16 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2,606 | 208 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 952,755 | 1.12 | 75,992 | 2.88 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 24,548 | -15.38 | 2,066 | -4.13 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 2,790 | 0.00 | 223 | 1.83 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 2,804 | 0.04 | 224 | 1.83 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 55,731 | 6.48 | 4,445 | 8.34 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9,375 | -1.77 | 748 | -0.13 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,224 | 0.66 | 257 | 2.39 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Capricorn Fund Managers Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2,733 | 0.00 | 218 | 1.87 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 2,658 | 0.00 | 212 | 1.92 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 20,504 | -0.16 | 1,635 | 1.55 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,350 | -3.05 | 187 | -1.58 | ||||
| 2025-04-22 | 13F | Marietta Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 318 | 893.75 | 25 | 1,150.00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 21,900 | 4.44 | 1,797 | 15.94 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 8,158 | 0.00 | 651 | 1.72 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 3,030 | 0.00 | 242 | 1.69 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 11,503 | -84.24 | 918 | -84.92 | ||||
| 2025-04-16 | 13F | Destiny Capital Corp/CO | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 45,686 | 6.00 | 3,644 | 7.81 | ||||
| 2025-05-09 | 13F | Aviso Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 18,267 | 10.95 | 1,457 | 12.87 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2,888 | -42.86 | 230 | -41.92 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 7,557 | 0.00 | 603 | 1.69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,567 | -2.67 | 284 | -1.05 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 30,396 | 21.64 | 2,424 | 23.74 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 22,570 | -5.81 | 1,800 | -4.15 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 202,579 | -15.57 | 16,158 | -14.11 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 68,768 | 3.97 | 5,485 | 5.77 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 35,147 | -1.01 | 2,803 | 0.72 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 139,658 | 12.13 | 11,139 | 14.08 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19,498 | 1.67 | 1,555 | 3.46 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 117 | -46.33 | 10 | -47.06 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 56,611 | 68.70 | 4,515 | 71.67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12,225 | 5.80 | 975 | 7.73 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 35,619 | -14.50 | 2,841 | -13.04 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 3,707 | 0.00 | 296 | 1.72 | ||||
| 2025-05-15 | 13F | Certior Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 87,666 | -1.56 | 6,992 | 0.16 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 270 | 0.00 | 22 | 0.00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56 | 0.00 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 257 | 0.00 | 20 | 11.11 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 147 | 0.00 | 12 | 9.09 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 36,717 | -1.04 | 2,929 | 0.69 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,974 | 149.90 | 716 | 154.45 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2,600 | 188.89 | 207 | 195.71 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 130,646 | -16.97 | 10,420 | -15.53 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 193 | 15 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 808 | 64 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 88,385 | 19.57 | 7,050 | 21.64 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 3,256 | 0.00 | 260 | 1.57 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2,418 | -42.43 | 193 | -41.64 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4,095 | -0.07 | 327 | 1.56 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 151 | 0.00 | 12 | 9.09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 82,294 | -4.32 | 6,564 | -2.67 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 48,654 | 7,876.07 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 33,806 | 0.13 | 2,696 | 1.85 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7,164 | 3.45 | 571 | 5.35 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 260 | 0.00 | 21 | 0.00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 19,638 | -4.99 | 1,566 | -3.33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 117,116 | 5.80 | 9 | 12.50 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 115 | 0.00 | 9 | 0.00 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 5,981 | 0.00 | 477 | 1.92 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 5,305 | -21.73 | 429 | -13.86 | ||||
| 2025-04-15 | 13F | Collier Financial | 44 | 3 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 118,833 | 5.55 | 9,478 | 7.39 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 946 | 75 | ||||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 8,117 | 3.09 | 647 | 4.86 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Gen-Wealth Partners Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1,065 | -4.66 | 85 | -3.45 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 5,732 | -2.35 | 457 | -0.65 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 134,128 | -47.69 | 10,698 | -46.78 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 83 | 0.00 | 7 | 0.00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 279 | 0.36 | 22 | 4.76 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 18,053 | 1,440 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 214 | -60.22 | 17 | -61.90 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10,363 | -78.63 | 827 | -78.27 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 12,175 | -0.19 | 971 | 1.57 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 33,400 | -84.28 | 2,664 | -84.01 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 54,917 | -5.16 | 4,380 | -3.50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 163 | -47.76 | 13 | -50.00 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 75,932 | 6,056 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 50 | 0.00 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 565 | -2.59 | 45 | 0.00 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 289,773 | -3.40 | 23 | 0.00 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 66,985 | -1.70 | 5,343 | 0.00 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 22,330 | -16.40 | 1,781 | -14.91 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 6,937 | 0.00 | 553 | 8.43 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 4,718 | 376 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 4,462 | -15.64 | 356 | -14.25 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 94,854 | -4.65 | 7,566 | -3.00 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 165 | -15.38 | 13 | -13.33 | ||||
| 2025-04-28 | 13F | Dean, Jacobson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,069 | -36.13 | 564 | -41.17 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 305,697 | -67.30 | 24,382 | -66.74 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 2,877 | -19.77 | 230 | -18.51 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 5,041 | -7.52 | 402 | -5.85 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1,844 | -40.36 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 5,985 | -49.29 | 477 | -48.43 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 30 | 0.00 | 2 | 0.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11,042 | -18.11 | 866 | -26.45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,663 | 16.59 | 452 | 26.69 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 9,203 | -29.16 | 734 | -27.90 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 11,011 | 2.92 | 878 | 4.77 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 15,087 | -2.63 | 1,203 | -0.91 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 10,577 | -15.45 | 844 | -13.98 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 2,054 | 97.88 | 107 | 30.86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 79,702 | 11.28 | 6,357 | 13.21 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 329 | 0.61 | 26 | 4.00 | ||||
| 2025-07-16 | 13F | Jentner Corp | 5,160 | -2.95 | 412 | -1.20 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 5,421 | 0.11 | 432 | 1.89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 715 | -37.99 | 57 | -36.67 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 3,077 | -0.61 | 245 | 1.24 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 21,433 | -1.01 | 1,710 | 0.71 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 68 | 5 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 56,427 | 22.88 | 4,501 | 25.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,929 | -10.08 | 792 | -8.55 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 2,814 | 0.54 | 224 | 2.28 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 13,115 | 0.00 | 1,046 | 1.75 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,318 | -13.39 | 743 | -11.86 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 25,684 | -18.48 | 2,049 | -17.09 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4,313 | 0.56 | 344 | 2.38 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 11,209 | -6.82 | 894 | -5.20 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 2,961 | 0.17 | 236 | 2.16 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,374,933 | 5.11 | 109,665 | 6.93 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 693 | 0.58 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 171 | 0.00 | 14 | 0.00 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 53,633 | 5.17 | 4,278 | 6.98 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3,210 | -13.80 | 256 | -12.03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 19,307 | 51.63 | 1,574 | 57.72 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8,921 | 8.17 | 712 | 10.06 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 12,250 | 12.75 | 977 | 14.81 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 8 | 1 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 836 | -56.57 | 67 | -56.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 249 | 0.00 | 20 | 0.00 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 157,831 | 0.95 | 12,589 | 2.70 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,001 | 0.00 | 160 | 1.92 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 309,343 | 7.37 | 24,673 | 9.24 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5,620 | 4.09 | 448 | 5.91 | ||||
| 2025-07-29 | 13F | Creekside Partners | 3,917 | -4.28 | 312 | -2.50 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6,527 | 521 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 108,254 | -17.43 | 8,634 | -16.00 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 120 | 0.00 | 9 | -10.00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 3,904 | -21.15 | 311 | -19.85 | ||||
| 2025-07-22 | NP | DSMFX - Destinations Small-Mid Cap Equity Fund Class I | 191,459 | -24.04 | 14,727 | -30.41 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 25,692 | -0.24 | 2,049 | 1.49 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1,361 | 0.59 | 109 | 1.89 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 78 | -4.88 | 7 | 0.00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 18,664 | 0.10 | 1,489 | 1.85 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 122 | -45.78 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 672,685 | -2.84 | 53,538 | -1.17 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 10,260 | -1.44 | 818 | 0.25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 112,629 | 1.44 | 8,983 | 3.21 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 281 | 11.95 | 22 | 15.79 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,231 | 178 | ||||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 12,252 | 2.53 | 977 | 4.38 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8,217 | 6.33 | 655 | 8.26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Team Hewins, LLC | 2,644 | 0.00 | 211 | 1.45 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 15,760 | 0.00 | 1,257 | 1.78 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 33,755 | -1.11 | 2,692 | 0.60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2,803 | 224 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 12,015 | 0.34 | 958 | 2.13 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 2,508 | -5.61 | 200 | -3.85 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 185 | 0.54 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19,923 | -53.79 | 1,589 | -52.99 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 53,885 | -66.22 | 4,298 | -65.64 | ||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 24,181 | 0.21 | 1,929 | 1.96 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 8,511 | -1.58 | 679 | 0.00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 21,065 | -3.09 | 1,680 | -1.41 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 10 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 32,828 | 4.98 | 2,618 | 6.81 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5,174 | -27.54 | 413 | -26.30 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14,922 | 1.31 | 1,190 | 3.12 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 231 | 16.67 | 18 | 20.00 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Pinnacle Family Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 3,660 | -1.05 | 292 | 0.69 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 35,277 | 7.22 | 2,814 | 9.07 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 35 | 0.00 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 142,177 | -34.81 | 11,147 | -41.43 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 25,565 | -0.18 | 2,039 | 1.59 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,000 | 0.00 | 80 | 1.28 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8,732 | 6.44 | 696 | 8.24 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 59,293 | 0.00 | 4,729 | 1.74 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4,486 | -36.12 | 358 | -35.09 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 9,687 | -8.78 | 1 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 49,398 | -3.09 | 3,940 | -1.43 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2,931 | 234 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 77,031 | 23.13 | 6,172 | 26.30 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1,703 | -19.52 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 53 | -93.38 | 4 | -93.55 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,098 | 11.57 | 817 | 15.09 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9,766 | -1.10 | 779 | 0.52 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 8,542 | -2.96 | 681 | -1.30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 3,034 | 253 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,509 | 0.00 | 120 | 1.69 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 3,467 | -20.63 | 276 | -19.30 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 169,951 | 4.86 | 13,555 | 6.68 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 460 | -4.17 | 37 | -2.70 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11,266 | 2.40 | 899 | 4.18 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 2,574 | 0 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13,785 | -30.92 | 1,100 | -29.73 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 16,430 | -46.13 | 1,310 | -45.21 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 6,237 | 11.93 | 497 | 13.99 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1,250 | 0.00 | 100 | 1.02 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 129,038 | -30.88 | 10 | -28.57 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 17,550 | -0.90 | 1,400 | 0.79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 171,091 | 14.22 | 13,646 | 16.21 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 622 | 0.00 | 50 | 2.08 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25,255 | 4.59 | 2,109 | 18.95 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 79 | 0.00 | 6 | 0.00 | ||||
| 2025-05-14 | 13F | Avestar Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 151,593 | 7.13 | 12,091 | 9.00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2,219 | 0.45 | 174 | -9.90 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 15,149 | 1.08 | 1,208 | 2.81 | ||||
| 2025-07-14 | 13F | Friday Financial | 3,867 | 0.00 | 308 | 0.33 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 885,572 | 3.64 | 70,633 | 5.44 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 3,250 | 0.00 | 259 | 1.97 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,346 | -0.52 | 506 | 1.20 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 9,207 | 7.38 | 734 | 9.23 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 195 | 0.00 | 16 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 411 | -77.05 | 33 | -73.33 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4,809 | 0.00 | 384 | 1.59 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 8,118 | -0.98 | 647 | 0.78 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 3,602 | -6.25 | 287 | -4.65 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 2,938 | -2.16 | 234 | -0.43 | ||||
| 2025-04-21 | 13F | Jim Saulnier & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 6,825 | -2.47 | 544 | -0.73 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 6,049 | -49.79 | 482 | -48.94 | ||||
| 2025-05-08 | 13F | Natixis Advisors, L.p. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6,532 | 4.10 | 521 | 6.11 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11,754 | -6.19 | 938 | -4.58 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,039 | 0.00 | 83 | 1.23 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 106 | -0.93 | 8 | 0.00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,381 | -75.65 | 110 | -77.73 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 20,571 | 1.67 | 1,641 | 3.40 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 44,809 | 3,574 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29,267 | -0.55 | 2,334 | 1.17 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 103 | 0.00 | 8 | 0.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 111 | -42.49 | 9 | -46.67 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 17 | 0.00 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 14,857 | 0.05 | 1,185 | 1.80 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 181,275 | -5.49 | 14,459 | -3.85 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 33,659 | 2,685 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 230,268 | -30.84 | 18,366 | -29.64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 462 | 0.00 | 37 | 0.00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 12,830 | -4.00 | 1,023 | -2.29 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 76 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 21,116 | -1.43 | 1,684 | 0.30 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 125,524 | 6.86 | 10,012 | 8.71 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 14,000 | 1,117 | ||||||
| 2025-07-23 | 13F | Laraway Financial Inc | 16,568 | -6.64 | 1,321 | -5.03 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37,370 | -7.12 | 3,154 | 5.73 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 19,102 | -3.65 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4,399 | -0.54 | 356 | 2.60 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 4,992 | -20.12 | 398 | -18.61 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,741 | -31.61 | 458 | -30.55 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 2,908 | 0.00 | 232 | 1.32 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 69,259 | -6.32 | 5,524 | -4.69 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 4,829 | 0.00 | 385 | 1.85 | ||||
| 2025-08-12 | 13F | Prudential Plc | 11,337 | -32.02 | 904 | -30.83 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4,167 | 0.00 | 332 | 1.84 | ||||
| 2025-05-01 | 13F | Valued Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 23,706 | -4.24 | 1,891 | -2.58 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 15,281 | 2.38 | 1,219 | 4.10 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 26,187 | 0.48 | 2,089 | 2.60 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,579 | -80.56 | 605 | -82.24 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 14,916 | -36.44 | 1,190 | -35.35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,237 | 0.00 | 99 | 2.08 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 1,347 | 113 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 100,456 | 169.20 | 8,161 | 209.56 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 110,291 | 2.86 | 8,797 | 4.64 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 186 | 0.54 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 97,237 | 13.09 | 7,756 | 15.06 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 10,156 | 0.00 | 810 | 1.76 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 109 | 0.00 | 9 | 0.00 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 3,903 | -18.84 | 311 | -17.51 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88,593 | -51.58 | 7,058 | -50.77 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 9,572 | 92.05 | 1 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,937 | 0.00 | 394 | 1.55 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 2,800 | 0.00 | 223 | 1.83 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 63 | -40.57 | 5 | -37.50 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 160,891 | -13.64 | 12,833 | -12.15 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 9,019 | 0.51 | 719 | 2.28 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 723 | 0.00 | 58 | 1.79 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 5,515 | -0.47 | 440 | 1.15 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 146,171 | 13.83 | 11,659 | 15.80 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 254,108 | -1.66 | 20,268 | 0.05 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 540 | 0.00 | 43 | 2.38 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3,910 | -1.14 | 312 | 0.32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26,289 | 2.85 | 2,097 | 4.64 | ||||
| 2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 410 | 0.00 | 33 | 0.00 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 8,072 | -4.95 | 644 | -3.31 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 158 | 13 | ||||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 12,075 | 1.16 | 947 | -11.51 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 86,114 | -8.62 | 6,868 | -7.04 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 37,578 | -12.86 | 2,997 | -11.36 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6,119 | -28.52 | 488 | -27.27 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3,547 | -14.88 | 283 | -13.50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 442,167 | 17.81 | 35,267 | 19.85 | ||||
| 2025-05-15 | 13F | Sentinus, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 48,210 | 14.82 | 3,845 | 5.49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 23,486 | -7.02 | 1,873 | -5.40 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 140,613 | 4.10 | 11,215 | 5.91 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 18,936 | -73.96 | 1,510 | -73.51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 120,666 | 84.69 | 9,624 | 87.90 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3,207 | -77.92 | 256 | -77.59 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 788,734 | 4.91 | 62,910 | 6.73 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 4,993 | 9.35 | 398 | 11.48 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,114 | 328 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4,913 | 25.59 | 392 | 27.78 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 6,474 | -5.86 | 539 | 9.80 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 336,515 | 9.93 | 26,840 | 11.84 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,175,117 | -5.87 | 173,487 | -4.24 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 147,768 | 166.54 | 12 | 175.00 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 56,088 | -2.27 | 4,474 | -0.58 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 23,940 | 3.24 | 1,909 | 5.06 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 49 | -25.76 | 4 | -40.00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2,238 | 179 | ||||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 180,752 | -16.80 | 14,417 | -15.36 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 37,078 | 30.13 | 2,957 | 32.42 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 9,159 | -10.67 | 731 | -9.09 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1,003 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 2,539 | 203 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 9,873 | 2.59 | 787 | 4.38 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 67,563 | 16.79 | 5,389 | 18.81 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 18,248 | 29.94 | 1,455 | 32.27 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 170 | 0.00 | 14 | 0.00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21,618 | -34.10 | 2 | -50.00 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 3,219 | -96.07 | 257 | -92.17 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 51,320 | 0.18 | 4,421 | -0.65 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 211,011 | -1.83 | 16,830 | -0.13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 58,872 | 4.74 | 4,696 | 6.58 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 79,350 | 3.36 | 6 | 0.00 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 17,057 | -16.63 | 1,395 | -8.17 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 14,954 | -0.06 | 1,193 | 1.62 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 385 | 31 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 4,682 | -2.28 | 373 | -0.53 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 187,926 | 18.39 | 14,989 | 20.44 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5,115 | -3.73 | 408 | -2.40 | ||||
| 2025-08-14 | 13F | Fmr Llc | 11,813 | 5.95 | 942 | 7.78 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 54,186 | -3.26 | 4,493 | 2.28 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,510 | 200 | ||||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 4,919 | -0.67 | 392 | 1.03 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 21,509 | -1.19 | 1,716 | 0.53 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 13,130 | -35.81 | 1,047 | -34.68 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6,988 | -15.40 | 557 | -13.91 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,241 | 7.26 | 1 | |||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 4,708 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,312,251 | 3.09 | 423,705 | 4.88 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 177,470 | 1.70 | 14,155 | 3.47 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,689 | -3.14 | 613 | -1.45 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 32 | 0.00 | 3 | 0.00 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 63,842 | 6.13 | 5,092 | 7.97 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 500 | 40 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 34,213 | -4.63 | 2,729 | -2.99 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,786 | -5.88 | 382 | -4.27 | ||||
| 2025-05-23 | 13F | SWAN Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4,001 | 0.00 | 319 | 2.24 |
Other Listings
| MX:SLYV |
