Mga Batayang Estadistika
| Pemilik Institusional | 408 total, 408 long only, 0 short only, 0 long/short - change of 0.24% MRQ |
| Alokasi Portofolio Rata-rata | 0.9859 % - change of -18.75% MRQ |
| Saham Institusional (Jangka Panjang) | 102,288,419 (ex 13D/G) - change of 22.49MM shares 28.19% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,740,327 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Treasury Floating Rate Bond ETF (US:TFLO) memiliki 408 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 102,288,419 saham. Pemegang saham terbesar meliputi Laurel Wealth Advisors LLC, Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, UBS Group AG, Envestnet Asset Management Inc, BIP Wealth, LLC, Mariner, LLC, Financial Advisory Corp, and SPC Financial, Inc. .
Struktur kepemilikan institusional iShares Trust - iShares Treasury Floating Rate Bond ETF (ARCA:TFLO) 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 50.48 / share. Previously, on September 9, 2024, the share price was 50.46 / share. This represents an increase of 0.04% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 103,627 | -3.63 | 5,233 | -3.89 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,640 | 0.00 | 83 | 0.00 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 23,375 | -0.43 | 1,184 | -0.50 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 251 | 0.00 | 13 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 29,305 | -62.99 | 1,484 | -63.00 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 594 | 30 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 3,372 | 4.75 | 171 | 4.29 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 369,351 | -8.64 | 18,708 | -8.66 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 10,112 | -75.72 | 512 | 79.65 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 815 | 41 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 202 | -3.35 | 10 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7,846 | -0.72 | 397 | -0.75 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 75,276 | -2.63 | 3,813 | -2.66 | ||||
| 2025-04-09 | 13F | Nbc Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rinkey Investments | 680,627 | -17.06 | 34,474 | -17.08 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9,819 | 5.77 | 497 | 6.20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21,705 | -10.68 | 1,099 | -10.72 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 7,547 | -76.95 | 382 | -76.97 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 748,412 | 13.48 | 37,907 | 13.45 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 5,033 | 1.08 | 255 | 0.79 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 53,566 | 35.02 | 2,713 | 35.04 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 531,336 | 0.51 | 26,912 | 0.49 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 392 | -56.49 | 20 | -57.78 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16,932 | 15.29 | 858 | 15.19 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 11,293 | -10.88 | 571 | -11.08 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 4,229 | -26.76 | 214 | -26.71 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 36,785 | 29.14 | 1,863 | 29.11 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 6,537 | -12.64 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 28,420 | -1.00 | 1,439 | -1.03 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 128,323 | -7.12 | 6,500 | -7.14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 61,445 | 29.89 | 3,112 | 29.88 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6,574 | -1.11 | 333 | -1.19 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,535 | 230 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 448,487 | 2.99 | 23 | 0.00 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 109,270 | -2.25 | 5,536 | -1.88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 28,313 | -6.96 | 1,434 | -6.94 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 10,065 | -2.04 | 510 | -2.12 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 84,368 | -12.36 | 4,273 | -12.37 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 42,137 | -17.42 | 2,127 | -17.43 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 60,550 | 5.70 | 3,066 | 6.02 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 9,123 | -2.78 | 462 | -2.74 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 2,612 | 1.12 | 132 | 1.54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1,333,263 | 8.63 | 67,530 | 8.61 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 704 | 250.25 | 36 | 250.00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | CacheTech Inc. | 24,009 | 25.22 | 1,216 | 25.75 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 421,518 | 0.76 | 21,350 | 0.74 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 236,147 | 11,961 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 9,886 | 0.00 | 501 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11,768 | -15.39 | 596 | -15.34 | ||||
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 49,720 | 24.83 | 2,518 | 24.84 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 65,200 | 126.01 | 3,302 | 126.01 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 7,744 | -5.84 | 392 | -5.77 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 201,431 | 6.81 | 10,202 | 6.79 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4,088 | 207 | ||||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 123 | 0.00 | 6 | 0.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 9,532 | 0.97 | 483 | 0.84 | ||||
| 2025-04-23 | 13F | Sheets Smith Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Journey Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Financial Advisory Corp | 1,624,059 | -0.34 | 82,259 | -0.36 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 9,169 | 0.00 | 464 | 0.00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 258,115 | 118.49 | 13,074 | 118.50 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 891,461 | 1.73 | 45,153 | 1.71 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 12,220 | 0.00 | 619 | -0.16 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 207,944 | 23.49 | 10,534 | 23.96 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 72,079 | -6.92 | 3,651 | -6.86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 789,698 | 10.65 | 40 | 8.33 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 16,412 | 0.00 | 831 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,316 | 269 | ||||||
| 2025-05-12 | 13F | Savvy Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 4,014 | -2.55 | 203 | -2.40 | ||||
| 2025-05-15 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 90,818 | 58.14 | 4,600 | 58.10 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 17,881 | -2.15 | 906 | -4.94 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,561 | 0.71 | 79 | 1.28 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 15,498 | 51.39 | 785 | 51.35 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 13,238 | -17.57 | 670 | -17.59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6,025 | -88.51 | 305 | -88.52 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,651 | -7.51 | 84 | -7.78 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 85,901 | 6.35 | 4,351 | 6.33 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 121,501 | 0.00 | 6,154 | -0.02 | ||||
| 2025-08-14 | 13F | Fmr Llc | 695 | 1,728.95 | 35 | 3,400.00 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 352,296 | 6.23 | 17,840 | 6.58 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 21,585 | -37.32 | 1,093 | -37.33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,301,886 | 4.38 | 65,941 | 4.36 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 166,916 | 32.61 | 8,431 | 32.42 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 4,896 | 0.00 | 248 | 0.00 | ||||
| 2025-08-28 | NP | GHTA - Goose Hollow Tactical Allocation ETF | 63,693 | 27.39 | 3,226 | 27.36 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6,132 | -81.41 | 311 | -81.44 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 5,283 | -0.58 | 268 | -0.74 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 99,200 | 58.20 | 5 | 66.67 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4,260 | 216 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,582 | 0.00 | 232 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15,783 | 66.80 | 799 | 66.81 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26,031 | -64.76 | 1,318 | -64.78 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 504,192 | -0.07 | 25,537 | -0.09 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 39,063 | -9.61 | 1,979 | -9.64 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 81,272 | -40.55 | 4,116 | -40.56 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 293,518 | 3.99 | 14,867 | 3.97 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 301,759 | 1.29 | 15,284 | 1.27 | ||||
| 2025-04-09 | 13F | American National Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 44,662 | -16.92 | 2,262 | -16.93 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4,236 | 215 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 27 | 0.00 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 181,790 | -6.45 | 9,208 | -6.47 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 13,586 | -5.66 | 687 | -5.77 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 87,525 | -29.57 | 4,433 | -29.42 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13,049 | 70.84 | 661 | 70.98 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6,627 | -51.94 | 336 | -52.01 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27,167 | 29.95 | 1,376 | 29.93 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12,131 | 30.29 | 614 | 30.36 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 1,813,317 | 0.01 | 91,844 | -0.01 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 772 | 0.00 | 39 | 0.00 | ||||
| 2025-08-08 | 13F | Summitry Llc | 685,401 | 39.50 | 34,716 | 39.47 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 62,629 | -1.10 | 3,172 | -1.12 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 4,130 | 208 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 59,039 | 43.77 | 2,990 | 43.75 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 5,550 | 0.00 | 281 | 0.00 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 7,355 | -89.56 | 373 | -89.54 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 25,370,114 | 5,146.90 | 501 | -97.96 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 175,492 | 25.51 | 8,889 | 25.48 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 19,053 | -14.61 | 965 | -14.60 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 24,188 | 2.59 | 1,225 | 2.60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 873,529 | -26.73 | 44,244 | -26.74 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 48,202 | 3.48 | 2,439 | 3.74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Stash Investments, LLC | 723,577 | 9.16 | 36,649 | 9.14 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 12,716 | 15.41 | 644 | 15.41 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 712 | 36 | ||||||
| 2025-07-18 | 13F | Clarity Financial LLC | 11,642 | -35.75 | 590 | -35.77 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 191,605 | 27.35 | 9,705 | 27.32 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 5,585 | -3.79 | 283 | -4.08 | ||||
| 2025-05-01 | 13F | WealthTrust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1,323 | 0.00 | 67 | 0.00 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 220,510 | -34.00 | 11,134 | -34.23 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 7,283 | -1.39 | 369 | -1.60 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | JRM Investment Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 4,318 | -80.93 | 219 | -80.99 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 170,551 | 4.42 | 8,638 | 4.40 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 44,923 | 2,275 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8,957 | -0.61 | 454 | -0.66 | ||||
| 2025-07-29 | NP | DYTA - SGI Dynamic Tactical ETF | 55,900 | 2,832 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 19,759 | 1 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,874 | 379.90 | 296 | 385.25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,082,216 | -2.66 | 308,064 | -2.68 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 596 | 30 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4,425 | 10.51 | 224 | 10.89 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 4,351 | 220 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 961,710 | -24.12 | 48,711 | -24.14 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 9,792 | -12.35 | 496 | -12.39 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 1,406,426 | 151.03 | 71,235 | 150.99 | ||||
| 2025-08-14 | 13F | Betterment LLC | 276,124 | 6.41 | 14 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 337,510 | 10.81 | 17,095 | 10.78 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 81,545 | 1,617.46 | 4,130 | 1,620.83 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 77,424 | 39.77 | 3,922 | 39.74 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 606,425 | 5.45 | 30,715 | 5.77 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 196 | -37.97 | 10 | -43.75 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 78,216 | 20.13 | 3,962 | 22.21 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 98,182 | 1,538.82 | 4,973 | 1,540.92 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 137,223 | 5.83 | 6,950 | 5.82 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,228 | 265 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4,908 | 249 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 279,087 | -7.73 | 14,136 | -7.75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,368 | -1.17 | 171 | -1.16 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 319,718 | -3.09 | 16,194 | -3.11 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 513 | 6.21 | 26 | 4.17 | ||||
| 2025-07-09 | 13F | St. Louis Financial Planners Asset Management, LLC | 296,075 | 2.37 | 14,996 | 2.35 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 261,220 | -21.83 | 13,231 | -21.85 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 298,481 | 28.32 | 15,103 | 28.60 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4,986 | 28.47 | 253 | 28.57 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 149,028 | -0.81 | 7,548 | -0.83 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 35,024 | 3.95 | 1,774 | 3.93 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 32,548 | -2.42 | 1,649 | -2.43 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5,771 | -2.65 | 292 | -2.67 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 201,002 | 7.38 | 10,177 | 7.38 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 5 | 400.00 | 0 | |||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 205,826 | -6.11 | 10,425 | -6.12 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 9,055 | 93.86 | 459 | 94.07 | ||||
| 2025-05-14 | 13F | Karpus Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 832 | 0.00 | 42 | 0.00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 8,248 | -60.82 | 416 | -60.98 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 12,964 | -54.52 | 657 | -54.57 | ||||
| 2025-04-10 | 13F | Heritage Family Offices, LLP | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 22,000 | -16.87 | 1,114 | -16.87 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 11,925 | 2.58 | 604 | 2.72 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 48 | -96.73 | 2 | -97.30 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 6,379 | 0.22 | 323 | 0.31 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 129,898 | -76.53 | 6,579 | -76.53 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 87,249 | 16.65 | 4,419 | 17.09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14,622 | 741 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 97,488 | -0.89 | 4,938 | -0.92 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 43,121 | 12.97 | 2,184 | 12.98 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 39,064 | -61.60 | 1,979 | -61.61 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 320,256 | -53.02 | 16,221 | -53.03 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 58,314 | 46.64 | 2,954 | 46.62 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 49,262 | -1.00 | 2,495 | -0.99 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 220,542 | 51.06 | 11,170 | 51.03 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 80 | -99.18 | 4 | -99.19 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15,369 | 778 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 49,795 | 2,513 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 38,478 | -3.43 | 1,949 | -3.47 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 41,501 | 13.41 | 2,102 | 13.44 | ||||
| 2025-05-14 | 13F | Snowden Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 2,124 | 0.00 | 108 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 40,077 | -10.55 | 2,030 | -10.58 | ||||
| 2025-05-16 | 13F | Semmax Financial Advisors Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,179,094 | 9.74 | 363,621 | 9.72 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 33,095 | -24.47 | 1,676 | -24.47 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10,895 | 32.14 | 552 | 32.13 | ||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,724 | -37.68 | 138 | -38.01 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 318,421 | 109.45 | 16,128 | 109.43 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 25,513 | -0.16 | 1,292 | -0.15 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 50 | 3 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 36,569 | -21.25 | 1,852 | -21.26 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14,923 | 3.19 | 756 | 3.14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 62,360 | 90.03 | 3,159 | 90.01 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 14,017 | 1.09 | 710 | 1.00 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 7,419 | -69.01 | 376 | -69.06 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Austin Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 5,891 | 0.68 | 298 | 1.02 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 54,282 | 545.75 | 2,749 | 546.82 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 11,837 | 589.80 | 600 | 596.51 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 178,461 | -51.52 | 9,039 | -51.53 | ||||
| 2025-08-12 | 13F | Main Management LLC | 40,004 | 0.03 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 27,209 | -3.34 | 1,378 | -3.37 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 1,823 | -27.17 | 92 | -26.98 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 246,155 | -7.72 | 12,468 | -7.74 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 261,989 | -46.36 | 13,270 | -46.37 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 974,449 | 1.65 | 49,356 | 1.63 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5,041 | 11.63 | 255 | 11.84 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 707,477 | -52.72 | 35,834 | -52.73 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 1,709,598 | 5.16 | 86,591 | 5.14 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 6,837 | 8.28 | 346 | 8.46 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 13,229 | -18.03 | 670 | -17.99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 534,668 | 35.49 | 27,081 | 35.45 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 186,869 | -3.45 | 9,465 | -3.48 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 16,856 | -3.37 | 854 | -3.40 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,679 | 0.00 | 237 | -0.42 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 30 | 0.00 | 2 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,168,320 | 34.55 | 59,182 | 34.53 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2,999 | -7.69 | 152 | -7.93 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 42,326 | 12.35 | 2 | 100.00 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 7,750 | -20.51 | 393 | -20.49 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 84 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,057 | 0.00 | 206 | 0.00 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 5,693 | -35.75 | 288 | -35.71 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,363 | -0.08 | 120 | 0.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5,227 | 0 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 91 | 5 | ||||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1,165 | -50.74 | 59 | -50.42 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 111,465 | 8.44 | 5,646 | 8.41 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 447,999 | -4.91 | 22,691 | -4.93 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 24,315 | -48.58 | 1,232 | -48.60 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 7,909 | 0.00 | 401 | 0.00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 33,231 | 23.68 | 1,683 | 23.66 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 18,606 | 6.32 | 942 | 6.56 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 54,444 | 27.94 | 2,758 | 28.41 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 651,974 | -24.14 | 32,991 | -24.18 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 32,667 | -66.91 | 1,655 | -66.92 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 1,350,586 | -5.65 | 68,407 | -5.67 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 99,539 | 5.25 | 5,042 | 5.22 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 480,547 | 0.00 | 24,340 | -0.02 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 24 | 1 | ||||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 11,257 | -2.68 | 570 | -2.56 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12,151 | -29.24 | 1 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 129 | 0.00 | 7 | 0.00 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 24,009 | 25.22 | 1,216 | 25.75 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 594,718 | 1,873.32 | 30,122 | 1,873.92 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 65,257 | 62.78 | 3,305 | 63.37 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 9,956 | -25.26 | 504 | -25.22 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 281 | 251.25 | 14 | 250.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 11,033 | -0.38 | 559 | -0.53 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15,490 | -15.00 | 785 | -15.06 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 101,967 | 46.88 | 5,165 | 47.29 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 30,009 | 0.18 | 1,520 | 0.13 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 761 | 76,000.00 | 39 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 270,270 | -19.29 | 13,689 | -19.27 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 3 | -25.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17,223 | -13.44 | 872 | -13.49 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,122 | 0.05 | 107 | 0.00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 14,573 | -20.97 | 738 | -20.65 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 64,566 | 9.93 | 3,270 | 9.92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 209,294 | 12.40 | 10,601 | 12.37 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 204,327 | 34.44 | 10,349 | 34.42 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 44,850 | 63.02 | 2,272 | 63.03 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 14,920 | 0.00 | 756 | 0.00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7,120 | -79.85 | 361 | -79.88 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 9 | 0.00 | ||||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 118,856 | 6,020 | ||||||
| 2025-05-05 | 13F | Integrated Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 27,561 | -5.66 | 1,396 | -5.74 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 139,471 | -4.31 | 7,064 | -4.32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24,425 | 1,237 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6,099 | -47.07 | 309 | -47.17 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 13,907 | -3.24 | 704 | -3.30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 411,469 | 73.27 | 20,841 | 73.88 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 47 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 122,601 | 13.86 | 6,210 | 13.84 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 212,248 | 6.79 | 10,712 | 6.74 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,125,826 | -7.87 | 57 | -6.56 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6,290 | 319 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 4,290 | -22.31 | 217 | -22.22 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 80,503 | -9.38 | 4,077 | -9.40 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 7,332 | 371 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2,744 | 0.00 | 139 | -0.72 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,117,645 | 6.39 | 208,559 | 6.37 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7,601 | 385 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,807 | 0.13 | 345 | 0.00 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5,024 | -76.82 | 255 | -76.76 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9,129 | -2.79 | 462 | -2.74 | ||||
| 2025-05-13 | 13F | Core Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8,360 | -36.03 | 423 | -36.10 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 7,536 | 0.00 | 382 | 0.00 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 12,967 | 22.18 | 657 | 22.16 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 146,845 | 12.82 | 7,438 | 12.80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 13,859 | 43.80 | 702 | 43.65 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 902,296 | 9.63 | 45,701 | 9.61 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 395,307 | -32.88 | 20,022 | -32.89 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 12,099 | -47.94 | 613 | -48.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 424 | -86.96 | 21 | -87.20 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1,297,463 | 2.48 | 65,717 | 2.46 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 581,563 | 3.58 | 29,456 | 3.56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,672,525 | 1.98 | 135,363 | 1.96 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 10,781 | -32.28 | 546 | -32.26 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 94 | -43.03 | 5 | -50.00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 47 | 0.00 | 0 | |||||
| 2025-04-24 | 13F | Tsfg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 23,774 | 1,204 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 16 | -46.67 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8,492 | -37.83 | 430 | -37.86 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 101,521 | 7.40 | 5,142 | 7.39 | ||||
| 2025-05-13 | 13F | GSG Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 186,290 | 2,818.53 | 9,436 | 2,821.05 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 14,541 | -5.09 | 737 | -5.15 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 80,823 | 20.59 | 4,094 | 20.56 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 182 | 0.00 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7,602 | 89.96 | 385 | 90.59 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 186,174 | -10.47 | 9,430 | -10.49 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13,319 | -7.69 | 675 | -7.67 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 244 | 0.00 | 12 | 0.00 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 78,577 | 8.90 | 3,980 | 8.86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,891 | -4.19 | 197 | -3.90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,210,725 | -0.89 | 111,972 | -0.91 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 9,856 | -53.12 | 499 | -53.15 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 105 | 0.96 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 140,018 | -3.30 | 7,092 | -3.33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 98,919 | 179.88 | 5,010 | 179.89 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 38,089 | -75.95 | 1,929 | -75.87 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5,940 | 0.00 | 301 | 0.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 209,745 | 46.26 | 10,624 | 46.24 | ||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 987,033 | 0.89 | 49,993 | 0.87 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 77,842 | 3.66 | 3,943 | 3.63 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,173 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 112,298 | 16.35 | 6 | 25.00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 1,158 | -14.79 | 59 | -14.71 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 38,295 | 2.10 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 882 | 84.13 | 45 | 83.33 | ||||
| 2025-04-17 | 13F | RHS Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 26,374 | 44.71 | 1,336 | 44.64 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 26,465 | -15.59 | 1,340 | -15.62 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 50,714 | 12.11 | 2,569 | 12.09 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,676 | 10.22 | 186 | 10.71 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 71,360 | 33.57 | 3,614 | 33.56 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 19,070 | -0.78 | 966 | -0.82 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 12,988 | 658 | ||||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 211,980 | -10.87 | 10,737 | -10.89 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 33,261 | -68.58 | 1,685 | -68.60 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 17,717 | 21.05 | 897 | 21.05 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8,083 | 2.71 | 409 | 2.76 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 232,555 | -65.88 | 11,737 | -65.89 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 160 | 0.63 | 8 | 0.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 22 | 0.00 | 1 | 0.00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 23,608 | 33.20 | 1 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 86,808 | -58.84 | 4,397 | -58.85 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 306,049 | -1.30 | 15,501 | -0.99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12,856 | 23.50 | 651 | 23.53 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 16 | 0.00 | 1 | |||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 11,366 | 576 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 349 | 1.16 | 18 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 131,169 | -10.48 | 6,623 | -10.79 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 7,800 | 0.00 | 395 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 224,228 | 16.82 | 11,357 | 16.79 | ||||
| 2025-08-07 | 13F | Searle & Co. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 212,285 | 2.55 | 10,752 | 2.54 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 108,689 | 2,332.07 | 5,505 | 2,335.84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59,144 | -47.93 | 2,996 | -47.95 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 80,000 | 1.33 | 4,052 | 1.33 | ||||
| 2025-05-14 | 13F | Laffer Investments | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 23,827 | -53.98 | 1,207 | -54.00 | ||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 4,000 | 203 | ||||||
| 2025-04-15 | 13F | Skyline Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 84,580 | 62.66 | 4,284 | 62.60 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 29,036 | 1,170.72 | 1,471 | 1,178.26 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 16,478 | 835 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 13,911 | -32.21 | 705 | -32.24 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 13,303 | 39.31 | 674 | 39.34 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 90 | 0 | ||||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 207,339 | -21.80 | 10,502 | -21.82 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 42,835 | -30.60 | 2,170 | -30.61 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5,490 | 278 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 4 | 0 | ||||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 142,956 | 2.39 | 7,241 | 2.36 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10,728 | 49.37 | 543 | 49.59 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4,397 | 222 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,744 | 197.29 | 139 | 200.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 80,277 | -7.51 | 4,066 | -7.53 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 12,988 | 658 | ||||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 18,057 | 915 | ||||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 2,713 | 48.90 | 137 | 48.91 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 148,473 | -28.17 | 7,520 | -28.18 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 16,634 | -0.56 | 843 | -0.59 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 216,925 | -2.55 | 10,987 | -2.56 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8,518 | 1.76 | 431 | 1.65 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1,312,504 | 2.83 | 66,242 | 2.81 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 5,742 | -68.30 | 291 | -68.41 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5,549 | -25.10 | 281 | -25.07 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 154,616 | 6.91 | 7,831 | 6.89 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 286,204 | 3.48 | 14,496 | 3.45 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 30,328 | -52.04 | 2 | -66.67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 69,212 | 12.02 | 3,506 | 11.98 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 8,139 | -87.99 | 413 | -88.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 705,696 | 7.79 | 35,744 | 7.77 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 200,338 | 7.42 | 10,147 | 7.40 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 11,968 | 36.37 | 606 | 36.49 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 62,401 | 8.71 | 3,161 | 8.70 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 759,108 | 6.53 | 38,449 | 6.50 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 132,588 | 99.73 | 6,716 | 99.67 | ||||
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 23,640 | 1,197 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 553,850 | 21.53 | 28,041 | 21.48 | ||||
| 2025-05-06 | 13F | Pinnacle Associates Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 19,389 | 34.36 | 982 | 34.34 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 357,979 | -1.53 | 18,132 | -1.55 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 76,794 | 5.95 | 3,890 | 5.91 |
Other Listings
| MX:TFLO |
