Mga Batayang Estadistika
| Pemilik Institusional | 683 total, 682 long only, 0 short only, 1 long/short - change of 6.86% MRQ |
| Alokasi Portofolio Rata-rata | 0.8950 % - change of 2.16% MRQ |
| Saham Institusional (Jangka Panjang) | 132,574,557 (ex 13D/G) - change of 13.04MM shares 10.91% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 9,166,690 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (US:SPHQ) memiliki 683 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 132,574,557 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Ameriprise Financial Inc, Cliftonlarsonallen Wealth Advisors, Llc, Wealth Enhancement Advisory Services, Llc, Morgan Stanley, Fmr Llc, Bank Of America Corp /de/, Wells Fargo & Company/mn, Fifth Third Bancorp, and Raymond James Financial Inc .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (ARCA:SPHQ) 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 72.29 / share. Previously, on September 9, 2024, the share price was 65.18 / share. This represents an increase of 10.91% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Berkeley, Inc | 60,768 | 4,330 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 562,882 | 1.78 | 35,766 | 7.03 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 13,680 | 89.47 | 975 | 103.77 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 10,457 | -2.67 | 745 | 4.63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11,370,990 | 13.21 | 810,297 | 21.60 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6,947 | -1.10 | 495 | 6.45 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 18,717 | -14.06 | 1,242 | -14.94 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3,127 | -1.70 | 223 | 5.21 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3,074 | -10.98 | 219 | -4.37 | ||||
| 2025-08-14 | 13F | Comerica Bank | 93,975 | 20.96 | 6,697 | 29.94 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 21,514 | 0.07 | 1,533 | 7.50 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 465,181 | -3.91 | 33,149 | 3.22 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 46,236 | -12.40 | 3,295 | -5.91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 3,322 | 0.00 | 237 | 7.27 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 53,442 | 3.93 | 3,794 | 11.23 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,403 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 73,637 | 1,218.01 | 5,247 | 1,318.11 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 449,341 | 38.38 | 32,021 | 48.64 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10,429 | -16.57 | 743 | -10.37 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 220 | 16 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 24,181 | 1.08 | 1,723 | 8.57 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8,481 | 0.00 | 604 | 7.47 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,162,433 | 4.40 | 82,835 | 12.15 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 102,749 | 3.22 | 7,322 | 10.89 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 253,263 | 6.78 | 18,048 | 14.69 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 12,891 | 0.00 | 919 | 7.37 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 7,531 | -78.23 | 537 | -76.63 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 36,520 | -3.21 | 2,602 | 3.96 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 150,962 | -0.28 | 10,758 | 7.12 | ||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 10,001 | -18.70 | 713 | -12.75 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 3,989 | 5.28 | 284 | 13.15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6,638 | -21.56 | 473 | -15.69 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 50,181 | 3,576 | ||||||
| 2025-07-21 | 13F | AEGON USA Investment Management, LLC | 5,725 | 0.00 | 408 | 7.39 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 39,247 | 0.18 | 2,797 | 7.62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,843,952 | 9.61 | 131,400 | 17.74 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 4,495 | 0.00 | 320 | 7.38 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 1,345,602 | 100.81 | 95,888 | 115.70 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 11,175 | -49.04 | 800 | -42.07 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 13,240 | 0.18 | 943 | 7.65 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 74,699 | 216.32 | 5,323 | 236.47 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7,070 | 7.28 | 504 | 15.10 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 613,851 | 2.10 | 43,743 | 9.67 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 192,801 | 1.84 | 13,739 | 9.39 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 29,919 | -6.74 | 2,144 | 1.28 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1,082 | 77 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6,104 | 26.38 | 435 | 34.37 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 21,720 | 1,548 | ||||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 10,284 | -49.07 | 733 | -45.33 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 6,395 | 0.02 | 456 | 7.31 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 24,945 | -3.82 | 1,778 | 3.31 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,136 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 106,025 | -35.51 | 7,555 | -30.73 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 14,882 | 0.00 | 1,060 | 7.40 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 112,901 | 52.16 | 8,045 | 63.45 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4,300 | 0.00 | 306 | 7.37 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 14,214 | 46.64 | 1,013 | 57.39 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 8,268 | 106.39 | 598 | 127.38 | ||||
| 2025-08-07 | 13F | PFG Advisors | 10,148 | 1.11 | 723 | 8.72 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 350 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 108,063 | 1.40 | 7,701 | 8.91 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 14,805 | -1.14 | 1,055 | 6.24 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 50,527 | 40.59 | 3,601 | 51.01 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4,242 | 1.00 | 302 | 8.63 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4,209 | 300 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 276 | 0.00 | 20 | 5.56 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 3,137 | -32.68 | 224 | -27.83 | ||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 41,747 | 35.37 | 2,762 | 28.36 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 752,029 | -0.64 | 53,590 | 6.72 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 16,496 | -39.51 | 1,176 | -35.05 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 243 | 17 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,040 | 0.00 | 74 | 8.82 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 313 | 22 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | Johnson Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,517 | -8.03 | 251 | -1.19 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 118 | 0.00 | 8 | 14.29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 208,184 | 458.91 | 14,835 | 500.36 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 40,364 | -76.56 | 3 | -81.82 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 5,886 | -1.29 | 419 | 6.08 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1,205 | 0.00 | 86 | 7.59 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 262 | 28.43 | 19 | 38.46 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Rocky Mountain Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 464 | 33 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 16,977 | 94.40 | 1,210 | 108.81 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19,382 | 14.82 | 1,381 | 23.41 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,166 | -6.97 | 439 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 64,640 | 1.60 | 4,606 | 9.15 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 20,013 | 7.39 | 1,426 | 15.37 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 259,665 | -0.38 | 18,504 | 7.01 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 199,249 | 2.24 | 14,198 | 9.82 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 129 | 0.00 | 9 | 0.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 65,016 | -4.27 | 4,633 | 2.84 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 6,152 | 0.00 | 438 | 7.35 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 745 | 97.61 | 53 | 112.00 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 11,674 | 11.74 | 832 | 19.91 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 10,855 | 13.26 | 774 | 21.73 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 77 | 1.32 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 254,108 | 3.76 | 18,108 | 11.46 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 528 | 0.00 | 38 | 5.71 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2,847 | 203 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13,141 | -94.30 | 936 | -93.88 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 312 | 22 | ||||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 108,212 | -6.78 | 7,711 | 0.14 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 126,418 | -4.41 | 9,009 | 2.68 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4,303 | -6.33 | 307 | 0.99 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 115,321 | 53.53 | 8,218 | 64.93 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 109,651 | -1.63 | 7,253 | -6.73 | ||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 145,115 | 8.39 | 9,599 | 2.78 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 120,350 | -29.18 | 8,576 | -23.92 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 57,505 | -8.46 | 4,098 | -1.68 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 4,929 | 0.88 | 351 | 8.33 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 67,660 | -4.52 | 4,821 | 2.55 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 53,835 | 0.70 | 3,836 | 8.18 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 5,083 | 0.16 | 362 | 7.74 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4,668 | 333 | ||||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,212 | 1.25 | 86 | 8.86 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6,701 | -1.25 | 477 | 6.00 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 10,270 | 0.03 | 732 | 7.34 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 229,618 | -3.17 | 16,363 | 4.01 | ||||
| 2025-05-12 | 13F | American Alpha Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 37,446 | 7.11 | 2,668 | 15.05 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 3 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 227 | -24.08 | 16 | -15.79 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 151,355 | 6.33 | 10,786 | 14.21 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 4,312 | 0.00 | 307 | 7.34 | ||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10,330 | 14.56 | 749 | 23.43 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 752 | -1.70 | 54 | 6.00 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 2,995 | 213 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 5,705 | 14.10 | 407 | 22.66 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 48,910 | 21.86 | 3,485 | 30.92 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 38,017 | 40.49 | 2,709 | 50.92 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 9,506 | 1.41 | 677 | 9.02 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 71 | 0.00 | 5 | 25.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 12,237 | -5.24 | 1 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 4,000 | 0.00 | 285 | 7.55 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 2,943 | 210 | ||||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 442 | 0.00 | 31 | 6.90 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 11,366 | -0.21 | 810 | 7.15 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 515 | 0.00 | 37 | 5.88 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 642 | -99.73 | 46 | -99.71 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 61,968 | 38.92 | 4,416 | 49.21 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 469,548 | 7.41 | 33,516 | 15.57 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 31,217 | 171.55 | 2,225 | 191.86 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 39,052 | 33.64 | 2,830 | 51.58 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 718 | 0.00 | 51 | 8.51 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 7,219 | -4.57 | 514 | 2.59 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 74,193 | 0.78 | 5,287 | 8.25 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 58,571 | 18.44 | 4,174 | 25.92 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 78,120 | -2.82 | 5,571 | 4.52 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 527 | 0.00 | 38 | 8.82 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 41,900 | 7.23 | 2,986 | 15.16 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 28,829 | -0.49 | 2 | 100.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8,253 | -2.48 | 588 | 4.81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 109,242 | -0.39 | 7,785 | 7.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 762,266 | 22.40 | 54,319 | 31.48 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 16,986 | 17.27 | 1,210 | 26.04 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 771,432 | -1.54 | 55 | 5.88 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9,247,520 | 67.96 | 658,846 | 80.41 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 23,208 | -0.92 | 1,654 | 6.44 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 13,202 | 7.79 | 941 | 15.76 | ||||
| 2025-07-11 | 13F | Bell Bank | 26,287 | 6.48 | 1,873 | 14.42 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5,799 | 22.78 | 413 | 31.95 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 5,461 | -2.43 | 389 | 4.85 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 33,383 | -3.81 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 9,152 | 0.00 | 652 | 7.41 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 94,910 | 4.56 | 6,763 | 12.32 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 20,759 | 1,479 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 21,589 | 28.00 | 1,538 | 36.11 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 153 | 11 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3,227 | 3.26 | 230 | 10.63 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 3,782 | 0.00 | 270 | 7.60 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 8,021 | 572 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,586 | 0.14 | 398 | 7.57 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 4,193 | -0.29 | 299 | 7.19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22,559 | -31.62 | 1,608 | -25.81 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 3,966 | -26.23 | 283 | -20.79 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18,606 | 27.25 | 1,326 | 36.60 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 58,426 | 137.01 | 4,163 | 154.62 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 158,397 | 0.62 | 11,287 | 8.09 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4,269 | 0.00 | 304 | 7.42 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 215 | 0.00 | 15 | 7.14 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 510 | 0.00 | 36 | 9.09 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3,097 | -42.06 | 221 | -37.85 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 97,041 | -5.66 | 6,915 | 1.35 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 111 | 0.00 | 8 | 0.00 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 165,666 | 33.78 | 11,805 | 43.70 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 183 | 0.00 | 12 | 0.00 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 395 | 0.00 | 28 | 7.69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 213,454 | 242.61 | 15,211 | 268.01 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 54,463 | 3.18 | 3,881 | 10.85 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 29,846 | 17.48 | 2,082 | 24.82 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14,625 | -15.69 | 1,042 | -9.39 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 65,065 | -11.34 | 4,637 | -4.77 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 106 | 8 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 451 | 0.00 | 32 | 10.34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 15,296 | 207.27 | 1,090 | 230.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 79,137 | 372.63 | 5,639 | 408.02 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 60,879 | -26.17 | 4,338 | -20.84 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 611 | 20.04 | 44 | 30.30 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 39,957 | 2,852 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 12,277 | -2.22 | 875 | 5.05 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3,548 | -25.57 | 253 | -20.25 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 283,226 | 20,183 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 89 | 0.00 | 6 | 20.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 53 | 140.91 | 4 | 200.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,306 | 349.80 | 236 | 389.58 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 700 | -84.81 | 49 | -83.93 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10,362 | 10.46 | 738 | 18.65 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3,468 | 3.65 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 518,299 | 1.15 | 36,934 | 8.66 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 7,435 | -2.66 | 530 | 4.55 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 23,190 | 398.60 | 1,653 | 436.36 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 250 | -29.97 | 18 | -26.09 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 93,206 | -7.79 | 6,642 | -1.98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5,145 | 367 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 37,500 | 70.45 | 2,672 | 83.14 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 60,197 | 1.24 | 4,290 | 8.75 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13,376 | 2.65 | 953 | 10.30 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 218,855 | -1.50 | 15,596 | 5.80 | ||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 6,777 | 0.00 | 483 | 7.35 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 12,050 | 0.00 | 859 | 7.38 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4,262 | 304 | ||||||
| 2025-07-31 | 13F | City State Bank | 111 | 0.00 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4,898 | 0.49 | 349 | 8.05 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 24,286 | 29.00 | 1,611 | 21.58 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 98,361 | 9.15 | 7,009 | 17.25 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 5,634 | 0.00 | 401 | 6.93 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 544 | 0.00 | 39 | 5.56 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 10,448 | 745 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 201,653 | -13.18 | 14 | -6.67 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 15,535 | 1.08 | 1,107 | 8.64 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 13,327 | 4.64 | 950 | 12.44 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9,315 | 0.01 | 664 | 7.46 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 31,520 | 125.38 | 2,246 | 142.29 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 178 | 0.00 | 13 | 9.09 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 129 | 9 | ||||||
| 2025-04-15 | 13F | Collier Financial | 60,380 | -62.72 | 4,006 | -63.11 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 87,540 | 0.87 | 6,238 | 8.36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 261,438 | 71.31 | 18,630 | 84.02 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 132,133 | -17.43 | 9,416 | -11.31 | ||||
| 2025-05-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 26,226 | 2.75 | 1,869 | 10.34 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7,944 | 71.58 | 566 | 84.36 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6,935 | 7.77 | 494 | 15.96 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 53,027 | -1.08 | 3,779 | 6.24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16,246 | 4.27 | 1,158 | 12.00 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 4,458 | -3.78 | 318 | 3.26 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2,343 | -23.68 | 167 | -18.23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12,430 | -20.50 | 1 | -100.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 919 | 0.11 | 66 | 8.33 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 17,636 | 11.01 | 1,257 | 19.28 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 251 | 0.00 | 18 | 6.25 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 143,503 | -2.88 | 10,226 | 4.33 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 103,910 | 15.20 | 7,405 | 23.75 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 6,961 | 1.19 | 496 | 8.77 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 69,776 | -9.87 | 4,972 | -3.17 | ||||
| 2025-07-17 | 13F | KWB Wealth | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3,794 | 270 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 8,906 | 0.00 | 635 | 7.46 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 3,521 | 0.00 | 251 | 7.30 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6,248 | 0.27 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1,146 | -17.08 | 82 | -10.99 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4,226 | 0.86 | 301 | 8.66 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 56,827 | 4,049 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5,857 | 0.00 | 417 | 7.47 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 70 | 5 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 11,923 | 0.00 | 850 | 7.47 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 261,553 | 1,264.39 | 18,638 | 1,366.40 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 271,921 | 82.66 | 19,377 | 96.20 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 213,726 | -1.65 | 15,230 | 5.65 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123,136 | 38.26 | 8,775 | 48.51 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5,396 | 0.00 | 385 | 7.56 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,516,681 | 7.56 | 108,079 | 15.54 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 28,063 | -3.97 | 2,000 | 3.15 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 9,215 | -48.37 | 657 | -44.59 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 32,400 | 2,309 | ||||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 34,190 | 5.48 | 2,436 | 13.30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,510,147 | 21.63 | 178,874 | 30.65 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7,426 | -3.22 | 529 | 3.93 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 8,517 | 607 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6,758 | -0.04 | 482 | 7.37 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 22,833 | -1.59 | 1,627 | 5.72 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 10,174 | 10.30 | 725 | 18.66 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 25,143 | -24.77 | 1,792 | -19.22 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 170,539 | 1.86 | 12,153 | 9.42 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 230,707 | -23.65 | 16,440 | -17.98 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 11,930 | 850 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 3,469 | 0.23 | 0 | |||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 82,515 | -8.95 | 5,880 | -2.20 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 13,090 | 0.00 | 933 | 7.37 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 3,835 | 254 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3,039 | 0.00 | 217 | 7.46 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 123,019 | 3.38 | 8,766 | 11.05 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 14,665 | 5.52 | 1,045 | 13.46 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 443,584 | 31,610 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 33,574 | 14.87 | 2,416 | 24.60 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 250 | 825.93 | 18 | 1,600.00 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 185,463 | 2.97 | 13,216 | 10.61 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 182 | 0.00 | 13 | 8.33 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 282 | 0.00 | 20 | 11.11 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,250,785 | -2.22 | 302,911 | 5.03 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 2,957 | 0 | ||||||
| 2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6,795 | -9.94 | 484 | -3.20 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 6,079 | 6.80 | 433 | 14.85 | ||||
| 2025-08-08 | 13F | Creative Planning | 121,204 | 2.28 | 8,637 | 9.87 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 500 | 0.00 | 36 | 6.06 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 4,173 | 0.00 | 297 | 7.61 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 27,952 | 235.00 | 1,992 | 260.04 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 62 | -94.10 | 4 | -94.20 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,850 | 0.00 | 274 | 7.45 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 65,283 | -1.20 | 4,652 | 6.14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 13,066 | 272.78 | 931 | 301.29 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 42,588 | 3 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 116,571 | 0.50 | 8,307 | 10.28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,791,045 | 19.73 | 197,818 | 27.90 | ||||
| 2025-05-02 | 13F | Hardy Reed LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10,131 | -8.22 | 722 | -1.50 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 803,063 | -27.26 | 57,226 | -21.86 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 9,656 | 0.00 | 688 | 7.50 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 35,498 | 8.53 | 2,530 | 16.60 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 12,287 | -6.70 | 881 | 0.69 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 4,792 | -1.11 | 341 | 6.23 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 82,366 | 0.32 | 5,869 | 7.77 | ||||
| 2025-04-16 | 13F | Ipswich Investment Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 9,465 | 674 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 160 | 0.00 | 11 | 10.00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 6,004 | -12.39 | 428 | -6.97 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 184,213 | 6.63 | 13,127 | 14.54 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 15,728 | -0.51 | 1,121 | 6.87 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 12,132 | 83.65 | 865 | 99.08 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 400 | 29 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3,323 | -7.10 | 237 | -0.42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 36,353 | -1.40 | 2,591 | 5.93 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 62,911 | 195.87 | 4,483 | 217.94 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,258,991 | 12.17 | 374,756 | 20.49 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9,200 | 2.13 | 656 | 9.72 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 11,477 | -11.92 | 818 | -5.44 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 18,743 | 202.99 | 1,336 | 225.61 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 27,380 | 33.22 | 1,951 | 43.14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11,227 | 91.78 | 800 | 106.19 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 390 | 28 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 39,672 | 3.45 | 2,827 | 11.12 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,013 | 72 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 110,242 | 22.69 | 7,856 | 31.80 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 21,985 | -4.07 | 1,445 | -5.99 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 105,800 | 7,539 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 48,563 | 311.69 | 3,465 | 342.97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 21,399 | 103.70 | 1,525 | 118.97 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 183 | 13 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1,611 | -24.65 | 115 | -19.15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 639,221 | 14.74 | 46 | 25.00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,298 | 92 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 94,502 | -0.59 | 6,734 | 6.79 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 18,061 | 0.07 | 1,287 | 7.52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 531,359 | -24.75 | 37,865 | -19.17 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 75,471 | 11.56 | 5,378 | 19.86 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 569,374 | 40,574 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 22,907 | 19.13 | 1,632 | 28.00 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 35,430 | -2.21 | 2,525 | 5.04 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 18,472 | 18.94 | 1,316 | 27.77 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 44,305 | 0.23 | 3,157 | 7.67 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 222,150 | 22.09 | 15,830 | 31.14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 228,220 | -0.49 | 16,263 | 5.78 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 115,604 | 8,238 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3,015 | -33.63 | 215 | -28.90 | ||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 91,138 | -42.02 | 6,497 | -37.65 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 8,343 | 0.89 | 595 | 8.39 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 15,665 | -1.09 | 1,116 | 6.29 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1,407,188 | -1.45 | 100,276 | 5.86 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 47,078 | 0.04 | 3,355 | 7.47 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 5,230 | 0.00 | 373 | 7.51 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 40,335 | 30.82 | 2,874 | 41.86 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 251,522 | 2.89 | 17,923 | 10.52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 34,995 | 17.44 | 2,494 | 26.16 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 188 | 0.00 | 13 | 8.33 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 2,960 | 211 | ||||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 90,770 | 6,022 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 14,924 | 0.00 | 1,063 | 7.37 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11,834 | -40.81 | 838 | -36.35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,360,942 | 6.45 | 310,761 | 14.34 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,740 | -14.61 | 338 | -8.42 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21,456 | 9.96 | 1,532 | 18.32 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11,655 | 1.83 | 839 | 10.54 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46,053 | -3.38 | 3,282 | 3.76 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 36,931 | -17.21 | 2,632 | -11.08 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,330,058 | 22.86 | 94,780 | 31.97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8,812 | 32.87 | 628 | 42.82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 13,400 | 318.75 | 955 | 350.00 | |||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 9,032 | 58.23 | 644 | 70.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,882 | 847 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3,795 | 0.00 | 270 | 7.57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 198,875 | -55.46 | 14,231 | -51.96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 325,096 | -1.01 | 23,166 | 6.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6,800 | 44.68 | 485 | 55.63 | |||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 6,113 | 0.07 | 436 | 7.41 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 138,302 | -9.72 | 9,855 | -3.03 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 9,569 | -5.13 | 682 | 1.79 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 39,096 | -45.61 | 2,786 | -41.57 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 295,834 | -2.40 | 21,081 | 4.84 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 3,563 | -0.06 | 254 | 7.20 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5,516 | 393 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 10,969 | 60.41 | 1 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,852,838 | 41.84 | 132,028 | 52.36 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 12,699 | -0.18 | 906 | 7.47 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 507,230 | -4.86 | 36,145 | 2.19 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 1,620 | 115 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 7,808 | -0.80 | 556 | 6.51 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18,060 | 1.72 | 1,287 | 9.26 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 76,879 | 7.06 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Bank of Marin | 5,793 | 0.00 | 413 | 7.29 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 600 | 0.00 | 43 | 7.69 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 4,954 | 0.00 | 353 | 7.62 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 550 | 0.00 | 39 | 8.33 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4,721 | -1.75 | 336 | 5.66 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 12,419 | 0.15 | 885 | 7.54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 427,025 | 9.42 | 30,430 | 17.53 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 171,006 | -82.79 | 12,186 | -81.52 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,589 | -4.12 | 470 | 3.99 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6,911 | 65.49 | 492 | 77.62 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 5,195 | -8.84 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 27 | 0.00 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 127,435 | -42.38 | 9,081 | -38.11 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 400 | 1.27 | 28 | 7.69 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 9,546 | -0.76 | 633 | -1.71 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 517 | 0.00 | 0 | |||||
| 2025-08-28 | NP | RULE - Adaptive Core ETF | 5,844 | -11.53 | 416 | -5.02 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 5,020 | 0.00 | 358 | 7.21 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 144,854 | 5.58 | 10,322 | 13.42 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 18,780 | -15.02 | 1,338 | -8.73 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3,795 | 270 | ||||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 432,589 | 15.94 | 30,826 | 24.54 | ||||
| 2025-05-01 | 13F | APCM Wealth Management for Individuals | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 52 | 0.00 | 4 | 0.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 22,664 | 87.57 | 1,615 | 101.62 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 17,524 | -8.43 | 1 | 0.00 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 9,276 | -4.43 | 661 | 2.64 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 718 | 0.00 | 51 | 8.51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 32 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 572,147 | 40,771 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2,079 | -58.32 | 0 | |||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,444,206 | 2.64 | 102,914 | 10.25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 303,306 | 43.27 | 21,614 | 53.89 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 158,963 | 11,328 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2,898 | 207 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 104,976 | 1.96 | 6,944 | -3.31 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 71,948 | -0.94 | 4,773 | -1.95 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 300 | 0.00 | 21 | 10.53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 70,283 | 5,008 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 5,248 | 0.00 | 374 | 7.18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,296,767 | 18.87 | 306,188 | 27.69 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 7,049 | 502 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 282,958 | 3.66 | 20,164 | 11.35 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 17,985 | -2.04 | 1,282 | 5.26 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 15,760 | 24.56 | 1,123 | 33.85 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14,612 | 15.35 | 1,041 | 23.93 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 18,749 | 0.00 | 1,336 | 7.48 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 17,947 | 305.58 | 1,292 | |||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 5,045 | 0.00 | 360 | 7.49 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,424 | 250 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 14,621 | 217.30 | 1,042 | 241.31 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 156,888 | 3.78 | 11,180 | 11.48 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 71,787 | -8.81 | 5,116 | -2.05 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 262,327 | 3.61 | 18,693 | 11.29 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 539 | 0.00 | 36 | 2.86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,678,247 | 9.35 | 119,592 | 17.46 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 40 | 0.00 | 3 | 0.00 | ||||
| 2025-04-30 | 13F | Aspen Wealth Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2,859 | 206 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11,242 | 12.48 | 801 | 20.81 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 22,701 | -8.42 | 1,618 | -1.64 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 10,021 | 2.58 | 1 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 20,446 | -67.03 | 1,457 | -64.60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,159,039 | -5.79 | 82,593 | 1.19 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,466 | 247 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 35,313 | 30.83 | 2,516 | 40.56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 441,199 | 17.07 | 31 | 24.00 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 335 | 0.00 | 24 | 4.55 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 7,032 | 3.84 | 501 | 11.58 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 3,024 | -94.71 | 215 | -94.33 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 3,638 | 19.75 | 259 | 28.86 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 141,025 | 10,049 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 43,648 | -4.16 | 3,110 | 2.95 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 35,244 | -33.32 | 2,512 | -28.38 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 18,828 | 12.72 | 1,342 | 21.12 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 8,710 | -10.64 | 622 | -3.72 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 152,334 | 7.82 | 10,855 | 15.82 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 91,755 | 3.85 | 6,538 | 11.55 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 83 | 6 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 20,298 | 1,446 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5,533 | 394 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 126,785 | 17.21 | 9,035 | 25.91 | ||||
| 2025-05-20 | 13F | Anchor Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 148,383 | 13.44 | 10,574 | 21.85 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 3,020 | 0.00 | 215 | 7.50 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 7,438 | 47.32 | 1 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 32,848 | 0.68 | 2,341 | 8.13 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 170,250 | 0.00 | 12,132 | 7.42 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 165 | 0.00 | 12 | 10.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 738 | 0.00 | 53 | 8.33 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13,971 | -1.23 | 996 | 6.08 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 332,014 | 3.88 | 23,659 | 11.59 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4,095 | -16.67 | 292 | -10.46 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5,072 | 361 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 4,550 | 324 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10,087 | -6.39 | 719 | 0.56 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 3,163 | 225 | ||||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,694 | 477 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 7,300 | 0.00 | 523 | 8.28 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 11,013 | 2.25 | 785 | 9.80 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 3,468 | 0.00 | 247 | 7.39 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 211 | 15 | ||||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 9,461 | -0.24 | 674 | 7.15 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5,069 | 21.04 | 361 | 30.32 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 2,005 | 0.00 | 143 | 6.77 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 178 | 0.00 | 13 | 9.09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 75.00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 22,476 | -3.48 | 1,602 | 3.69 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 8,653 | -5.42 | 617 | 1.65 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 5,500 | 0.00 | 392 | 7.42 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 138,360 | 7.30 | 9,860 | 15.27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24,628 | 8.66 | 1,755 | 16.77 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 389 | 0.00 | 28 | 8.00 | ||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 11,008 | -1.41 | 784 | 5.95 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2,643 | 0.00 | 188 | 7.43 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 636,600 | 153.42 | 45,364 | 172.23 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 191 | 18.01 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8,192 | -7.14 | 584 | -0.34 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 120,548 | 0.10 | 8,590 | 7.52 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,612 | 329 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 141 | 0.00 | 10 | 11.11 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 27,280 | 495.24 | 1,944 | 532.90 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17,875 | -41.38 | 1,274 | -37.04 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 5,035 | 0.02 | 359 | 7.51 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3,238 | -54.80 | 231 | -51.58 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2,500 | 0.00 | 178 | 7.88 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 328 | -71.23 | 23 | -69.33 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 906 | 65 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,324 | -57.47 | 166 | -54.42 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 81,134 | 22.99 | 5,782 | 32.11 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 26,916 | 102.38 | 1,918 | 117.46 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 7,381 | 527 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 36,415 | 451.91 | 2,595 | 493.59 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 31,207 | -1.16 | 2,224 | 6.16 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 5,363 | 0.19 | 382 | 7.61 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 40,331 | 14.19 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 10,774 | 17.76 | 768 | 26.57 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 14,421 | 49.53 | 1,028 | 60.72 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 4,455 | 40.67 | 317 | 50.95 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9,201 | 666.75 | 656 | 729.11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,320,290 | 6.33 | 94,084 | 14.22 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 24,331 | -0.08 | 1,710 | 11.47 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 51,603 | 3,677 | ||||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 207,432 | -0.83 | 14,782 | 6.53 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 14,999 | 20.99 | 1,069 | 29.93 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 13,906 | 0.00 | 991 | 7.38 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 24,105 | -12.21 | 1,718 | -5.71 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 5,229 | 0.06 | 373 | 7.51 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 65,712 | -0.92 | 4,683 | 6.43 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 278,848 | 10.59 | 19,871 | 18.80 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 338 | 24 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 420,646 | -3.65 | 29,975 | 3.49 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 429,791 | 3.22 | 30,627 | 10.87 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 493 | 0.00 | 35 | 9.38 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 17,122 | 72.84 | 1,220 | 85.69 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 46,250 | -0.01 | 3,296 | 7.40 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 130,753 | 113.06 | 9,318 | 128.86 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 430 | 0.00 | 31 | 7.14 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 7,778 | 0.00 | 554 | 7.57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 174,560 | 2.14 | 12,439 | 8.59 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 21,339 | 1,521 | ||||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 156,118 | -0.32 | 11,125 | 7.07 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 8,811 | 628 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 205,459 | 6.41 | 14,641 | 14.30 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,208 | 0.09 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 3,855 | -31.72 | 275 | -26.74 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 16,542 | 23.81 | 1,193 | 34.54 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 21,767 | 78.02 | 1,551 | 91.25 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 6,278 | 0.00 | 447 | 7.45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 15,394 | 0.00 | 1,097 | 20.31 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 9,119 | 7.16 | 650 | 15.07 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1,114 | 0.00 | 79 | 8.22 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 102,787 | -2.28 | 7,325 | 4.97 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 70,102 | 4.32 | 4,995 | 12.05 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 10,056 | 717 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 5,397 | 57.30 | 385 | 69.16 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6,230 | -1.97 | 453 | 7.36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30,011 | 5.07 | 2,139 | 12.88 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2,976 | 212 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 3,510 | 250 | ||||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 3,094 | -2.31 | 220 | 4.76 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 375,908 | -19.78 | 26,787 | -13.83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 67,793 | -5.78 | 4,831 | 1.19 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 19,337 | 1,378 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 57,697 | 943.35 | 4,111 | 1,023.22 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 532,920 | -2.22 | 37,976 | 5.04 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 3,330 | 0.00 | 221 | 0.00 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 5,815 | -80.84 | 414 | -79.43 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1,349 | 0.00 | 96 | 7.87 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 610,919 | 0.82 | 43,534 | 8.30 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,575,902 | 32.03 | 111,590 | 42.25 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 10,356 | 0.96 | 738 | 8.38 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 305 | 0.00 | 22 | 5.00 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 91,488 | 3.07 | 6,519 | 10.72 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 11,183 | 797 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,784 | 36.08 | 127 | 47.67 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 192 | -23.51 | 14 | -18.75 | ||||
| 2025-07-29 | 13F | Creekside Partners | 2,960 | 211 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 32,184 | -11.08 | 2,293 | -4.50 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 127,155 | 9,121 | ||||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 55,705 | -41.55 | 3,970 | -37.22 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,050 | 0.00 | 70 | -1.43 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 234,262 | 7.99 | 16,694 | 16.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 57,408 | -10.94 | 4,091 | -4.35 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 9,047 | 69.90 | 645 | 82.44 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 197 | 14 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 61,782 | 4,403 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 382,566 | 26.10 | 27,262 | 35.45 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 17,560 | -3.42 | 1,251 | 3.73 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 73,681 | 2.36 | 5,251 | 9.95 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 597 | 0.00 | 43 | 7.69 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 91,084 | -2.17 | 6,491 | 5.08 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 248,507 | 1.68 | 17,709 | 9.22 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 662 | 10.52 | 47 | 20.51 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 3,209 | 0.00 | 229 | 7.55 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 6,160 | -66.47 | 439 | -64.04 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 522,195 | 37,212 | ||||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 4,339 | -17.27 | 309 | -10.95 | ||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7,461,240 | -2.35 | 538,030 | 6.15 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 101,345 | 1.18 | 7,222 | 8.68 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 190,101 | 13,547 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3,290 | 0.00 | 234 | 7.34 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 19,260 | 0.00 | 1,372 | 7.44 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 115,604 | 3.74 | 8,238 | 11.43 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11,900 | 15.10 | 848 | 23.80 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 14 | 0.00 | 1 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 226 | 0.00 | 16 | 14.29 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 8,336 | -1.77 | 594 | 5.69 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 2,817 | 201 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 12,001 | 9.35 | 855 | 17.45 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 2,892 | 206 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 4,691 | 22.16 | 334 | 31.50 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 8,043,049 | 4.13 | 573,148 | 11.85 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 14,200 | 0.00 | 1,012 | 7.32 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 26,256 | 181.32 | 1,871 | 202.26 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,668,272 | 2.85 | 190,141 | 10.48 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 139,567 | 0.00 | 9,946 | 7.42 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3,514 | 250 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 6,165 | -6.31 | 439 | 0.69 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 462 | 0.00 | 33 | 6.67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 167 | 0.00 | 12 | 0.00 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 5,833 | 416 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 64,565 | 19.97 | 4,601 | 28.85 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 102 | -95.57 | 7 | -95.39 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 28,367 | -0.61 | 2,021 | 6.76 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 212,780 | 4.45 | 15,163 | 12.19 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 8,509 | 119.19 | 606 | 135.80 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1,165 | 0.00 | 83 | 7.79 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 20,272 | 0.23 | 1,445 | 7.68 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 44,721 | -11.85 | 3,187 | -5.32 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 75,487 | 2,930.39 | 5,379 | 3,160.00 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 11,173 | 796 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1,200 | 0.00 | 86 | 7.59 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,743 | 0.00 | 124 | 7.83 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 12,035 | 0.00 | 858 | 7.39 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 15,716 | 1,120 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7,072 | -0.41 | 504 | 6.79 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 60,227 | 17.18 | 4,292 | 25.87 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8,983 | -0.56 | 640 | 6.84 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14,642 | -4.85 | 1,043 | 2.25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,869,397 | 61.21 | 275,733 | 73.17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,659,192 | 3.68 | 474,534 | 11.37 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 831 | 0.12 | 59 | 7.27 | ||||
| 2025-05-14 | 13F | Main Street Group, LTD | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 21,778 | 52.59 | 1,552 | 64.06 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6,847 | 488 |
