Mga Batayang Estadistika
| Pemilik Institusional | 910 total, 910 long only, 0 short only, 0 long/short - change of -1.08% MRQ |
| Alokasi Portofolio Rata-rata | 0.5389 % - change of -1.19% MRQ |
| Saham Institusional (Jangka Panjang) | 194,659,059 (ex 13D/G) - change of -3.26MM shares -1.65% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 7,359,961 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF (US:SPSM) memiliki 910 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 194,659,059 saham. Pemegang saham terbesar meliputi Financial Engines Advisors L.L.C., LPL Financial LLC, Betterment LLC, Valmark Advisers, Inc., Charles Schwab Investment Management Inc, Morgan Stanley, Ameriprise Financial Inc, Envestnet Asset Management Inc, Cliftonlarsonallen Wealth Advisors, Llc, and Bank Of America Corp /de/ .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF (ARCA:SPSM) 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 46.41 / share. Previously, on September 6, 2024, the share price was 42.94 / share. This represents an increase of 8.08% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 28 | 0.00 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 22 | 0.00 | 1 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 13,026 | -22.40 | 555 | -19.01 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 7,177 | 2.03 | 293 | -7.30 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 10,254 | 6.60 | 437 | 11.22 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 114,784 | -7.55 | 4,890 | -3.38 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 357 | 0.00 | 15 | 7.14 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 3,167,590 | 5.45 | 134,939 | 10.21 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 340,424 | -11.37 | 14,502 | -7.37 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 500 | 0.00 | 21 | 5.00 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 16,733 | -36.16 | 713 | -33.33 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 467 | 20 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 21,534 | 23.28 | 1 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 736,144 | 7.19 | 31,360 | 12.03 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 209 | 9 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 217,701 | 7.18 | 9,274 | 12.02 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 6,196 | -3.17 | 264 | 1.15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 42,122 | -1.46 | 1,794 | 2.99 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 26,905 | -1.54 | 1,146 | 14.03 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 567,592 | 4.78 | 24,179 | 9.51 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 345,381 | -0.94 | 14,713 | 15.84 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 193,740 | 5.67 | 8,253 | 10.44 | ||||
| 2025-07-18 | 13F | Vicus Capital | 24,514 | 165.04 | 1,044 | 177.66 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4,942 | 1.15 | 201 | -8.22 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10,875 | 1.51 | 463 | 6.19 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 79,029 | 11.83 | 3,367 | 16.88 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 96,346 | 34.63 | 4,104 | 40.74 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 85 | 0.00 | 4 | 0.00 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 46,403 | 15.46 | 1,977 | 20.63 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 11,601 | 20.89 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 6,653 | 3.42 | 283 | 8.02 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 39,504 | -2.59 | 1,683 | 1.75 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 11,708 | -36.00 | 499 | -33.15 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 36,702 | 0.82 | 1,563 | 5.39 | ||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 187,096 | 21.46 | 7,970 | 26.95 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 17,379 | 4.84 | 740 | 9.63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 34,202 | -8.56 | 1,457 | -4.40 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 134,538 | -4.36 | 5,731 | -0.03 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 82,344 | 79.79 | 3,508 | 87.94 | ||||
| 2025-08-07 | 13F | Commerce Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,115,831 | -27.72 | 132,734 | -24.45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 18 | 1 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6,110 | -38.13 | 260 | -35.32 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5,266 | 6.92 | 224 | 12.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 388,278 | -76.21 | 16,541 | -75.14 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 280,214 | 7.59 | 11,937 | 12.44 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 200 | 9 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 26,878 | -22.12 | 1,145 | -18.56 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 24,594 | 5.13 | 1 | |||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 946,800 | 27.69 | 40,334 | 33.45 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 617,093 | 9.75 | 26,288 | 14.71 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 11,057 | 1.57 | 471 | 6.32 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1,000 | 43 | ||||||
| 2025-08-06 | 13F | DDFG, Inc | 73,293 | 4.20 | 3,122 | 8.89 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 47,738 | 48.13 | 2,034 | 54.84 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 345 | 0.29 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 24,023 | 13.64 | 1,023 | 18.82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 638,483 | -60.98 | 27 | -59.09 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 800 | 34 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 172,246 | 25.18 | 7,338 | 30.83 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 80,499 | 51.39 | 3,429 | 58.24 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 538,532 | -34.28 | 22,941 | -31.31 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 123,415 | 151.86 | 5,257 | 163.24 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11,890 | -26.95 | 506 | -23.68 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 547,383 | 59.95 | 23,319 | 67.17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 63,812 | -44.58 | 2,718 | -42.27 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5,477 | 233 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,245 | 0.18 | 96 | 4.40 | ||||
| 2025-07-18 | 13F | Mitsubishi UFJ Asset Management (UK) Ltd. | 142,585 | 0.00 | 6 | 20.00 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 30,503 | -6.38 | 1,299 | -2.18 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 132,177 | 11.21 | 5,631 | 16.23 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 73,047 | -15.74 | 3,115 | -11.96 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 9,433 | 0.44 | 402 | 4.97 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 28,608 | 1,219 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 369,070 | -6.70 | 15,722 | -2.49 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 677 | 6.11 | 29 | 12.00 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 15,358 | -14.15 | 654 | -10.29 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 7,230 | 4.74 | 308 | 8.87 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 497 | 16,466.67 | 21 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 57,920 | -0.47 | 2,467 | 4.05 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 240,919 | 4.22 | 10 | 11.11 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 716,623 | 17.57 | 30,528 | 22.88 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 10,924 | -7.27 | 465 | -3.12 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 1,162,250 | 3.85 | 49,512 | 8.53 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 283,107 | -6.88 | 12,060 | -2.68 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 106,419 | 9.63 | 4,533 | 14.59 | ||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 57,862 | 14.78 | 2,465 | 19.96 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 15,990 | 1.13 | 657 | 10.79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,190 | -12.76 | 51 | -9.09 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 94,265 | -17.10 | 4,016 | -13.36 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 5,255 | 224 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,241,772 | -13.27 | 52,900 | -9.35 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 60,639 | 4.06 | 2,583 | 8.76 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 670 | 0.00 | 29 | 3.70 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 163,036 | -34.76 | 6,945 | -31.82 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 48,873 | -2.46 | 2,082 | 1.91 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 374,051 | 11.38 | 15,935 | 14.25 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 18,382 | -77.24 | 1 | -100.00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 135 | 0.00 | 6 | 0.00 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 109,777 | 26.87 | 4,677 | 32.61 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27,832 | 7.52 | 1,186 | 12.32 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 1,088,800 | 27.57 | 46,383 | 33.33 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 7,170 | 10.31 | 322 | 21.59 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 144,634 | 3.80 | 6,161 | 8.49 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 6,434 | 274 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 77,245 | 4.09 | 3,291 | 13.41 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,831 | 0.00 | 0 | |||||
| 2025-07-29 | NP | ETFWX - North Square Tactical Defensive Fund Class I | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 923 | 0.33 | 39 | 5.41 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 49 | 0.00 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 73,163 | -4.53 | 3,122 | -0.03 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 15,246 | 0.07 | 649 | 4.68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 12,900 | -56.47 | 550 | -54.55 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 30,106 | -2.95 | 1,283 | 1.42 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 58,548 | 12.08 | 2,494 | 17.14 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 80,078 | 3,411 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 10,925 | 0.00 | 465 | 4.49 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 30,467 | 0.00 | 1,298 | 7.37 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 14,830 | 632 | ||||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 19,912 | 78.06 | 848 | 86.37 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 6,868 | 0.42 | 293 | 5.04 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 13,335 | -65.71 | 568 | -64.14 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 4,779 | 204 | ||||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 20,180 | 860 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 94,241 | 18.39 | 4,200 | 34.23 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 8,766 | -4.26 | 373 | 0.00 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 6,533 | 6.96 | 278 | 12.10 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 7,149 | -0.86 | 305 | 3.75 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 6,987 | 2.61 | 298 | 7.22 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 17,729 | 2.90 | 755 | 7.55 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7,863 | -14.23 | 335 | -10.46 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 44,832 | 0.09 | 1,910 | 4.60 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 539,269 | 14.44 | 22,973 | 19.60 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1,204 | 51 | ||||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 607,924 | 43.99 | 25,898 | 50.49 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 6,276 | -0.22 | 267 | 4.30 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 29,575 | 5.25 | 1,260 | 9.96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 963,793 | 6.89 | 41,058 | 11.72 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 320 | 0.63 | 14 | 8.33 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9,604 | -18.73 | 409 | -14.97 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 827,462 | 23.82 | 35,250 | 29.41 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2,804 | -4.88 | 119 | -0.83 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 2,329 | 0.00 | 99 | 5.32 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 150,448 | -17.00 | 6,409 | -13.25 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17,876 | 4.61 | 761 | 9.34 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 38 | 2 | ||||||
| 2025-07-24 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 114,466 | 0.53 | 4,705 | -15.98 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 53,477 | 84.66 | 2,278 | 93.05 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 861,371 | 12.23 | 36,694 | 17.29 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 119,465 | 5.16 | 5,089 | 9.91 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 33 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4,904 | -42.45 | 209 | -40.06 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 210,120 | 0.04 | 8,951 | 4.57 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 60,367 | 0.43 | 2,572 | 4.98 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 54,755 | 7.09 | 2,333 | 11.90 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 24,953 | 1,063 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,075 | 0.00 | 46 | 4.65 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 7,037 | -0.79 | 300 | 3.46 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 13,261 | 84.36 | 565 | 92.49 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 161,383 | -1.42 | 7,193 | 11.76 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 22,702 | 0.60 | 984 | 13.38 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 30 | 1 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 34,654 | -43.91 | 1,476 | -41.38 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7,915 | -30.28 | 346 | -19.01 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,092,438 | 41.20 | 46,538 | 47.57 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 12,529 | 0.00 | 534 | 4.51 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 8,000 | 0.00 | 341 | 4.29 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 47 | 0.00 | 2 | 100.00 | ||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5,155 | -1.96 | 220 | 2.34 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,902 | 19.51 | 166 | 24.81 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 25,138 | 332.30 | 1,071 | 390.83 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 69,010 | -11.59 | 3 | -33.33 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6,406 | -3.25 | 273 | 1.12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 58,809 | -9.71 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 9,552 | -5.59 | 407 | -1.46 | ||||
| 2025-08-07 | 13F | PFG Advisors | 40,156 | 239.24 | 1,711 | 254.77 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 605 | 0.00 | 26 | 4.17 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1,150 | 49 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3,195 | -68.07 | 136 | -66.58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10,767 | -0.37 | 459 | 4.09 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,329,087 | 113.30 | 56,619 | 122.94 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 62,673 | 13.03 | 2,670 | 18.10 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 22,567 | 60.02 | 920 | 45.18 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 323,844 | 12.19 | 13,796 | 17.25 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 477,974 | 16.14 | 20,362 | 21.38 | ||||
| 2025-04-15 | 13F | Braun-Bostich & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 347,090 | -2.60 | 14,786 | 1.80 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4,981 | 212 | ||||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 276,366 | 7.14 | 11,773 | 11.99 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 81,029 | -14.74 | 3,452 | -10.90 | ||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 13,704 | -28.81 | 584 | -25.64 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2,543 | -0.74 | 108 | 3.85 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 611 | -85.52 | 26 | -84.80 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11,193 | 0.00 | 477 | 4.39 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 118,719 | 19.27 | 5,057 | 24.65 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 124,796 | -3.78 | 5,316 | 0.57 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 579,615 | -26.05 | 25,549 | -20.02 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 45,458 | 6.58 | 1,937 | 11.39 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 5,639 | 0.04 | 240 | 4.80 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1,836 | 0.00 | 78 | 5.41 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 19 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6,747 | 0.04 | 287 | 4.74 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 250,491 | 4.26 | 10,671 | 8.97 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 242,438 | 18.77 | 10 | 25.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,614,616 | 128.50 | 111,383 | 138.82 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2,480 | 0.00 | 106 | 3.96 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 4,233 | 0.00 | 180 | 4.65 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 5,128 | 0.31 | 218 | 4.81 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 161 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 500 | -95.81 | 21 | -95.68 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,877 | 6.13 | 463 | 11.03 | ||||
| 2025-05-13 | 13F | Kensington Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 26,789 | -4.93 | 1,141 | -0.61 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4,911 | -1.50 | 209 | 2.96 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 5,395 | 13.20 | 230 | 18.04 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 42,019 | 59.58 | 1,790 | 66.82 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 35,860 | 330.08 | 1,528 | 350.44 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 27,462 | 18.90 | 1,170 | 24.23 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 23,695 | 0.00 | 1,009 | 4.56 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 309 | 218.56 | 13 | 333.33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6,691 | 2.17 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 17,143 | 1.62 | 730 | 6.26 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 21,435 | 1.71 | 913 | 6.29 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 147,548 | -0.01 | 6,286 | 4.51 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 42 | 90.91 | 2 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 71,061 | -6.97 | 3,027 | -2.76 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 24,819 | -17.46 | 1,057 | -21.70 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 12,175 | -6.83 | 519 | -2.63 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 55,395 | 6.59 | 2,360 | 11.38 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 38,974 | 123.80 | 1,660 | 134.13 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 19,552 | -3.18 | 833 | 1.09 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 23,178 | -23.17 | 987 | -19.69 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2,055 | 89 | ||||||
| 2025-04-15 | 13F | Collier Financial | 156,474 | 2,316.59 | 6,378 | 2,098.97 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,436 | -5.00 | 317 | -0.94 | ||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7,286 | 29.21 | 283 | 33.02 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 366 | -23.59 | 16 | -21.05 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 23,922 | 15.65 | 1,019 | 20.88 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 6,084 | 259 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 17,524 | 0.09 | 747 | 4.63 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17,384 | 58.07 | 741 | 49.80 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 31,271 | 6.33 | 1,332 | 11.19 | ||||
| 2025-05-01 | 13F | Valued Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8,549 | -21.96 | 364 | -18.39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 58,616 | -10.11 | 2,497 | -6.02 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 24,313 | -1.58 | 1,036 | 2.88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 38,683 | -2.34 | 1,648 | 2.04 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 446,464 | 0.54 | 19,019 | 5.08 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 154 | 0.00 | 7 | 0.00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 46,726 | -6.48 | 1,991 | -2.26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 528,971 | 4.31 | 23 | 10.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 57,206 | -29.39 | 2,437 | -26.23 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 431,350 | 24.82 | 18,375 | 30.45 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 6,938 | 296 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 29,367 | -10.58 | 1,251 | -6.50 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 10,643 | -0.52 | 453 | 3.90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 198,751 | 10.23 | 8,467 | 15.20 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 17,906 | 763 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 19,786 | 0.00 | 843 | 4.47 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 38 | 0.00 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 13,621 | 67.58 | 580 | 75.23 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 56,126 | 49.92 | 2,595 | 56.42 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 6,092 | -2.67 | 260 | 1.57 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 188,609 | 10.48 | 8,035 | 15.46 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 202,526 | -2.36 | 8,628 | 2.05 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 32,643 | 0.00 | 1,391 | 4.51 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 242,465 | 10.16 | 10,329 | 20.58 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 503,220 | 77.20 | 21,437 | 85.22 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 18,352 | 13.34 | 782 | 18.51 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9,984 | -19.28 | 425 | -15.67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 91,365 | 12.74 | 3,892 | 17.83 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 27,614 | 1.19 | 1,176 | 5.76 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 37,260 | -2.70 | 1,519 | -11.74 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 45,056 | 20.92 | 1,919 | 26.42 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 6,213 | 0.00 | 265 | 4.35 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 68,596 | 6.39 | 2,922 | 11.19 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 562,073 | 0.97 | 23,944 | 5.53 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,261 | 41.79 | 309 | 48.56 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 7,485 | 2.56 | 319 | 7.07 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 5,777 | -27.79 | 246 | -24.54 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 439 | 22.97 | 19 | 28.57 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 8,980 | -5.97 | 383 | -1.80 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 6,923 | 303 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 230,982 | 1.75 | 9,840 | 6.33 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 309,319 | -26.22 | 13,177 | -22.90 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 365,321 | 10.85 | 15,563 | 15.86 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 843,519 | -0.52 | 35,934 | 3.97 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 5,291 | 0.04 | 225 | 4.65 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10,907 | -4.98 | 465 | -0.64 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 6,432 | -0.79 | 274 | 3.79 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 22,933 | -52.73 | 977 | -50.63 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 157 | 0.00 | 7 | 0.00 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 16,092 | 23.89 | 686 | 29.49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 494,130 | -7.29 | 21,050 | -3.09 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 108,451 | -5.79 | 4,620 | -1.53 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 15,040 | -0.31 | 663 | 20.58 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 187 | 8 | ||||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 41,391 | -36.30 | 1,763 | -33.42 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2,895 | -70.28 | 123 | -69.02 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 152 | 0.00 | 6 | 0.00 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 74,182 | 0.11 | 3,160 | 4.64 | ||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 1,479,711 | 0.00 | 63,036 | 4.51 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,875 | 80 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 42,470 | -0.28 | 1,809 | 4.27 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 257 | 0.00 | 11 | 0.00 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Shapiro Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 275,695 | -9.11 | 11,745 | -13.81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 31,176 | 77.03 | 1,330 | 85.87 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 74,496 | -10.05 | 3,174 | -5.99 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 892 | 2.65 | 38 | 5.71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 115,930 | -0.40 | 4,939 | 4.09 | ||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1,061,465 | 7.70 | 45,218 | 12.56 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 58,436 | -45.11 | 2,489 | -42.64 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 56,260 | 2,397 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4,451 | -0.49 | 190 | 3.85 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 3,144 | -11.83 | 134 | -8.28 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 22,263 | 3.20 | 948 | 7.85 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 21,557 | 10.63 | 918 | 15.62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,723 | 6.30 | 201 | 11.05 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 755 | 0.00 | 32 | 6.67 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 380,771 | 23.10 | 16,221 | 16.74 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 105 | 0.00 | 4 | 0.00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 73,714 | 2.43 | 3,140 | 7.06 | ||||
| 2025-07-17 | 13F | KWB Wealth | 176,079 | -24.35 | 7,177 | -31.36 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 130,500 | 11.16 | 5,559 | 16.18 | ||||
| 2025-07-16 | 13F | American National Bank | 1,340 | 0.45 | 57 | 5.56 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 5,302 | -47.66 | 226 | -45.39 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,265 | -0.98 | 224 | 3.70 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 13,771 | 49.15 | 587 | 55.85 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 46,614 | -11.28 | 1,986 | -7.29 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 619,262 | 6.35 | 26,381 | 11.15 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 144 | 6 | ||||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 25,614 | 0.00 | 1,166 | 0.00 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 5,925 | 0.44 | 252 | 5.00 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 12,709 | 0.84 | 541 | 5.46 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7,681 | 27.57 | 327 | 33.47 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 126 | 306.45 | 5 | 400.00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 18,986 | 3.56 | 809 | 8.17 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 64,499 | 6.90 | 2,818 | 21.53 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 41,989 | 2.70 | 1,789 | 7.32 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 76 | 0.00 | 3 | 0.00 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 65,070 | 1.34 | 2,772 | 5.88 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 59 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 21,006 | 895 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7,591 | 6.86 | 323 | 1.25 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 16,157 | -4.29 | 688 | 0.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 76,140 | 3.96 | 3,244 | 8.64 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 5,485 | -1.54 | 224 | -10.80 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 7,026 | 0.01 | 299 | 4.55 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 18,724 | -7.89 | 798 | -3.74 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 21,138 | 27.02 | 930 | 43.52 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 288,546 | 8.52 | 12,292 | 13.43 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 16 | -88.15 | 1 | -100.00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 27,116 | 39.26 | 1,173 | 47.79 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 42,684 | -17.99 | 1,818 | -7.48 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 99,612 | 0.81 | 4,060 | -8.52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6,263,369 | 7.11 | 266,820 | 11.94 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 20,743 | 47.92 | 884 | 54.64 | ||||
| 2025-05-30 | NP | Tidal Trust II - Tactical Advantage ETF | 61,074 | 2,489 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 66,674 | 7.13 | 2,840 | 11.99 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 129,380 | 5,512 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 300,777 | 2.49 | 13 | 8.33 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7,358 | 2.42 | 300 | -7.14 | ||||
| 2025-05-15 | 13F | Texas Permanent School Fund | 1,435,489 | 0.00 | 56,128 | -12.96 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 | -96.88 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1,695 | -92.11 | 72 | -91.78 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 35,152 | 4.04 | 1,497 | 11.80 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 20,374 | -8.07 | 905 | 0.22 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 11,205 | 0.02 | 477 | 4.61 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,741 | -91.91 | 74 | -91.56 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5,336 | 227 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 7,574 | 0.24 | 323 | 4.89 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 182,918 | 0.33 | 7,792 | 4.86 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 254,892 | -7.41 | 10,858 | -3.24 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 179,846 | -21.98 | 7,661 | -18.46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 76,077 | -0.10 | 3,383 | 12.02 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 400 | 0.00 | 17 | 6.25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 213,016 | -18.76 | 9,074 | -15.09 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 12,586 | -1.87 | 536 | 2.68 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 11,851 | 5.83 | 505 | 10.53 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 126,535 | 2.78 | 5,390 | 7.43 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27,876 | -0.20 | 1,188 | 4.31 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5,283 | 18.93 | 225 | 24.31 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 10 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 11,357 | 0.00 | 484 | 4.55 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 63,092 | -0.76 | 2,688 | 3.71 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 37,506 | -15.39 | 1,598 | -11.57 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 89,451 | -4.32 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 21,241 | -3.92 | 905 | 0.33 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 137,651 | 9.75 | 5,864 | 14.69 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 12,667 | -0.98 | 540 | 3.45 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 61,914 | 16.80 | 2,638 | 22.08 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 496,579 | 2.40 | 21,154 | 7.02 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 4,861 | 207 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 8,324 | 0.00 | 355 | 4.42 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 10,510 | 0.30 | 448 | 4.68 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 10,087 | 430 | ||||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 4 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 85,579 | 5.80 | 3,646 | 27.49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,276,296 | -47.65 | 54,370 | -45.29 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 40,583 | -9.10 | 1,729 | -5.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 1,530 | 0.00 | 65 | 4.84 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 7,768 | 0.04 | 331 | 4.43 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 106,550 | 17.87 | 4,539 | 23.21 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 6,516 | -98.70 | 278 | -98.64 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 635,762 | -12.23 | 27,083 | -8.27 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 406 | 0.00 | 17 | 6.25 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6,191 | -11.04 | 264 | -7.07 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 362 | 15 | ||||||
| 2025-08-19 | 13F/A | Pitcairn Co | 18,448 | -3.09 | 786 | 1.29 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 52,065 | -37.23 | 2,218 | -34.40 | ||||
| 2025-08-14 | 13F | Acas, Llc | 9,316 | 7.04 | 424 | 24.34 | ||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1,385 | 0.00 | 59 | 5.36 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 36,887 | 585.12 | 2 | |||||
| 2025-05-14 | 13F | Stelac Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 106,962 | 4.97 | 4,557 | 9.70 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 5,547 | 0.09 | 236 | 4.89 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7,127 | 1.24 | 290 | -0.68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 96,831 | 117.25 | 4,125 | 106.04 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 7,986 | -14.62 | 340 | -10.76 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 9,379 | 0.00 | 400 | 4.45 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 20,009 | -0.54 | 852 | 4.03 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 120,909 | 0.91 | 5,151 | 5.47 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 57,304 | -97.52 | 2,441 | -97.41 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 53,292 | -27.09 | 2,270 | -23.80 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 134 | 6 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1,582 | 5.61 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 64,297 | 20.06 | 2,739 | 25.53 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 33 | 3.23 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 86,449 | -85.66 | 3,733 | -84.86 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16,034 | 27.37 | 683 | 33.14 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 43,671 | 0.00 | 1,860 | 4.44 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 8,754 | 373 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 5,988 | 0.76 | 255 | 5.37 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 16,642 | 0.00 | 1 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1,118,045 | 25.33 | 47,629 | 30.99 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 562 | 0.00 | 24 | 4.55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 52,988 | -3.80 | 2,257 | 0.53 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 306,239 | 3.69 | 13,046 | 8.37 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 43,024 | 0.00 | 1,833 | 4.51 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6,034 | 0.12 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 6,668 | 0.00 | 284 | 4.80 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 74,467 | -1.30 | 3,172 | 3.15 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 138 | 6 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 364,399 | 13.81 | 15,523 | 18.95 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7,112 | 303 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 5,543 | -4.48 | 236 | 0.00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 5,856 | 249 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 25 | -99.34 | 1 | -99.35 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12,315 | -34.69 | 525 | -31.77 | ||||
| 2025-07-23 | 13F | Louisiana State Employees Retirement System | 108,400 | 138.77 | 4,618 | 149.57 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 5,371 | 0.00 | 229 | 4.59 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 24,590 | 5.12 | 1,048 | 9.86 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 9,880 | 1.02 | 421 | 5.53 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 12,588 | 2.78 | 536 | 7.41 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 17,122 | 10.40 | 729 | 15.35 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 245 | 0.00 | 10 | 11.11 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 41,786 | -0.39 | 1,780 | 4.10 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 75,296 | -27.51 | 3,208 | -24.24 | ||||
| 2025-04-21 | 13F | Liquid Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 107,209 | -4.60 | 4,567 | -0.28 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 62,193 | 2.36 | 2,649 | 6.99 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 104,242 | -83.77 | 4,441 | -83.04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 12,454 | -28.74 | 531 | -25.56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,055 | 8.94 | 215 | 13.76 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 12,476 | -0.80 | 531 | 3.71 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7,932 | 15.51 | 338 | 21.58 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,912,132 | -1.36 | 209,257 | 3.09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 126 | -73.97 | 5 | -73.68 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 573,588 | 288.60 | 24,435 | 306.15 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 13,179 | 45.67 | 561 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,712 | 40.91 | 73 | 46.94 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16,335 | 4.06 | 696 | 8.76 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1,632,125 | 0.85 | 69,529 | 5.41 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 695,826 | 2.02 | 29,642 | 19.30 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5,040 | 218 | ||||||
| 2025-05-01 | 13F | Sentinel Trust Co Lba | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 21,492 | 131.17 | 916 | 142.06 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 7,913 | 0.00 | 337 | 4.66 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 247 | 11 | ||||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2,105 | 0.00 | 90 | 4.71 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 201 | 0.00 | 9 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 61,101 | 7.17 | 2,603 | 12.01 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 5,982 | 0.67 | 255 | 4.96 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 132 | 0.00 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 534 | 0.00 | 0 | |||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | River Street Advisors LLC | 25,883 | 6.98 | 1,103 | 11.76 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 664,125 | 7.51 | 28,292 | 12.36 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 239,919 | 10.52 | 10,221 | 15.51 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 34 | 0.00 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15,185 | -3.76 | 647 | 0.47 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 346,006 | 4.45 | 14,103 | 2.93 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1,473 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 90,000 | 3,834 | ||||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 15,424 | 9.27 | 657 | 14.26 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 145 | 0.69 | 6 | 20.00 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 63,097 | -3.86 | 2,688 | 0.45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 66,685 | 16.99 | 2,841 | 22.26 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6,703 | 0.00 | 286 | 4.40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 74,290 | -0.77 | 3,165 | 3.70 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 846,296 | -8.63 | 36,052 | -4.50 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 46,532 | 2.38 | 1,982 | 7.02 | ||||
| 2025-04-18 | 13F | Lion Street Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 36,132 | 1,539 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 16,108 | 21.35 | 686 | 26.80 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16,819 | -94.13 | 1 | -100.00 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 973 | 0.00 | 41 | 5.13 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 5,255 | -87.59 | 224 | -87.08 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 25,971 | -0.51 | 1,106 | 4.05 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 172,419 | 99.89 | 7,345 | 108.96 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 240 | 10 | ||||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 6,518 | 278 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 119 | 3.48 | 5 | 25.00 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 15,642 | -1.98 | 666 | 2.46 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 53,776 | -4.64 | 2,291 | -0.35 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 518,163 | 25.94 | 22,074 | 31.62 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 26,627 | -47.26 | 1,134 | 56,600.00 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 34,407 | -9.01 | 1,466 | -4.93 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 8,514 | 0.00 | 363 | 4.32 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8,561 | 2.98 | 365 | 7.69 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,517 | 110.40 | 65 | 120.69 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 59,530 | -3.76 | 2,536 | 0.56 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 16,423 | 37.58 | 700 | 43.83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 40,549 | -15.87 | 1,728 | -12.07 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 113 | 0.00 | 5 | 0.00 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 50,696 | -6.09 | 2,160 | 7.57 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8,515 | -46.09 | 363 | -43.70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 17,004 | 9.08 | 1 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 27,465 | -8.35 | 1,170 | -4.18 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 325,882 | -4.19 | 13,883 | 0.13 | ||||
| 2025-04-23 | 13F | Cornerstone Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 134,184 | 1.60 | 5,716 | 6.19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,565,831 | 1.71 | 66,570 | 6.08 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 7,270 | -8.48 | 310 | -4.33 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 357,982 | 3.06 | 15,250 | 7.71 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 72 | 0.00 | 3 | 50.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 41,850 | -3.06 | 1,783 | 1.31 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 286,246 | 22.34 | 12,194 | 27.87 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 28,276 | -0.01 | 1,205 | 4.51 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 104,043 | -9.56 | 4,432 | -5.48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17,616,693 | 9.21 | 750 | 14.16 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 426 | 0.00 | 18 | 5.88 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 6,258 | 0.00 | 267 | 4.31 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 86,660 | 20.86 | 3,692 | 26.32 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 92,111 | 35.38 | 3,924 | 41.47 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 17,899 | 0.40 | 762 | 4.96 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 9,783 | -5.09 | 417 | -0.95 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 383,192 | 5.91 | 16,324 | 10.69 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 9,132 | 0.20 | 389 | 4.85 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 252 | 0.00 | 11 | 0.00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 561 | 0.00 | 24 | 4.55 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 142,000 | 26.79 | 6,049 | 32.51 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 45,776 | 1,950 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 134 | 6 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 107,335 | 2.46 | 4,572 | 7.10 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 6,663 | 0.02 | 284 | 4.43 | ||||
| 2025-05-05 | 13F | Counterweight Ventures, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,261,561 | 5.27 | 138,943 | 10.03 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 41 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 572,287 | 2.50 | 24,379 | 7.13 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9,381 | -49.12 | 400 | -46.87 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 17,951 | 26.64 | 732 | 14.94 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 5,212 | 222 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,034,429 | -0.67 | 44,067 | 3.81 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 3,514 | 222.68 | 150 | 238.64 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-01 | 13F | Penobscot Wealth Management | 15,742 | -13.82 | 671 | -9.95 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 490,592 | 9.56 | 20,899 | 14.50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 671,356 | -63.64 | 28,600 | -62.00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 24,447 | -0.46 | 1,033 | 4.77 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8,231 | 11.93 | 351 | 17.06 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 186,283 | 9.78 | 7,936 | 14.73 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 25,173 | 19.66 | 1,072 | 25.09 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 6,148,239 | 8.84 | 261,915 | 13.76 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 164 | 0.00 | 7 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 55,281 | 25.05 | 2,355 | 30.71 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 12,074 | 514 | ||||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 11,143 | -26.86 | 482 | -22.63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 37,102 | -14.82 | 1,581 | -10.99 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 14,398 | -2.09 | 613 | 2.34 | ||||
| 2025-04-18 | 13F | Five Oceans Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 330 | 12.63 | 14 | 27.27 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 5,439 | 0.42 | 232 | 5.00 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 7,554 | 0.00 | 322 | 4.56 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 257,459 | 3.34 | 10,968 | 8.01 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 28,969 | 103.76 | 1,234 | 113.13 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 346 | 0.00 | 15 | 0.00 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 28,448 | -4.72 | 1,212 | -0.41 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,355 | 6.53 | 58 | 11.76 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Goodman Financial Corp | 46,125 | -34.46 | 1,965 | -31.52 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 666,809 | 19.66 | 28,406 | 25.06 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 18,513 | 13.99 | 789 | 19.21 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 121,394 | -2.44 | 5,171 | 1.97 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 3,725 | -34.05 | 159 | -35.77 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 11,915 | -15.21 | 535 | -6.47 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 968,708 | 2.30 | 41 | 7.89 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 50,112 | -28.74 | 2,135 | -25.54 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 25,638 | 8.50 | 1,092 | 13.40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 13,392 | -23.89 | 570 | -20.50 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 251,700 | -8.08 | 10,722 | -3.93 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 11,114 | 0.00 | 473 | 4.42 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,402,146 | 5.72 | 59,731 | 10.49 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 19,244 | -2.24 | 820 | 2.12 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 45,428 | 15.66 | 1,935 | 20.94 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 5,915 | 2.83 | 252 | 7.26 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,810 | -62.66 | 162 | -60.96 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 24,802 | 4.89 | 1,058 | 9.76 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6,030 | 5.13 | 257 | 9.87 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 346,251 | -7.96 | 14,750 | -3.81 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 19,610 | 44.49 | 835 | 50.99 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 107,025 | -2.31 | 4,559 | 2.11 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 385,013 | 9.79 | 16,402 | 14.75 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 10,370 | -0.58 | 442 | 3.76 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 32,157 | 60.01 | 1,415 | 72.77 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 25,195 | 10,018.47 | 1,073 | 10,630.00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 9,291 | 81.71 | 396 | 89.90 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10,148 | -64.53 | 432 | -62.79 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 33,245 | 10.99 | 1,416 | 16.07 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 1,074 | 44 | -62.28 | |||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 20,747 | 0.39 | 846 | -8.94 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 259 | 11 | ||||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 7,168 | -99.58 | 305 | -99.56 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 110,454 | 7.64 | 4,826 | 27.81 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5,672 | 0.75 | 242 | 5.24 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 4,668 | -2.99 | 199 | 1.02 | ||||
| 2025-08-07 | 13F | Nwam Llc | 12,462 | -7.71 | 542 | -1.45 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 65,920 | 3 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 11,045 | -6.20 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,315 | 56 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 154,041 | -47.90 | 6,562 | -45.55 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6,883 | 8.62 | 293 | 13.57 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 800 | -11.11 | 34 | -5.56 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Ritholtz Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 105,728 | 100.51 | 4,504 | 110.47 | ||||
| 2025-08-14 | 13F | Bank of Marin | 11,326 | -0.59 | 482 | 3.88 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 14,520 | 11.91 | 619 | 17.05 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 79,298 | -88.16 | 3,378 | -87.63 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35,377 | -7.26 | 1,507 | -3.02 | ||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 7,905 | 1.02 | 337 | 5.66 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 75,769 | 10.05 | 3,228 | 15.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 15,271 | -5.55 | 651 | -1.37 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 314,664 | 56.52 | 13,405 | 63.58 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 20,422 | 9.13 | 870 | 14.04 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,498 | 0.00 | 64 | 3.28 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 21,419 | 14.16 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 62,277 | -76.57 | 2,653 | -75.51 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 325,297 | -24.74 | 13,858 | -21.35 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 8,065 | -10.25 | 344 | -6.28 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,576 | -0.49 | 1,217 | 4.02 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 5,266 | -0.90 | 224 | 3.70 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 30,639 | 0.00 | 1,305 | 4.57 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 16,635 | -15.26 | 709 | -11.50 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 12,337 | -18.70 | 526 | -15.05 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 43,323 | -0.34 | 1,846 | 4.18 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50,705 | 1.11 | 2,160 | 5.68 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 14,640 | 2.26 | 624 | 6.86 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 39,805 | -1.33 | 1,696 | 3.10 |
Other Listings
| MX:SPSM |
