Mga Batayang Estadistika
Pemilik Institusional | 2209 total, 2206 long only, 0 short only, 3 long/short - change of 0.36% MRQ |
Alokasi Portofolio Rata-rata | 0.7909 % - change of -5.00% MRQ |
Saham Institusional (Jangka Panjang) | 164,640,985 (ex 13D/G) - change of 2.37MM shares 1.46% MRQ |
Nilai Institusional (Jangka Panjang) | $ 37,170,842 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) memiliki 2209 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 164,640,985 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Jones Financial Companies Lllp, Wells Fargo & Company/mn, Envestnet Asset Management Inc, UBS Group AG, LPL Financial LLC, Mercer Global Advisors Inc /adv, Northwestern Mutual Wealth Management Co, and Captrust Financial Advisors .
Struktur kepemilikan institusional Vanguard Index Funds - Vanguard Small-Cap ETF (ARCA:VB) 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 255.52 / share. Previously, on September 6, 2024, the share price was 222.23 / share. This represents an increase of 14.98% 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 | Marshall Financial Group Inc /adv | 80,990 | -0.86 | 19,193 | 5.95 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1,170 | 0.00 | 277 | 6.95 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1,154 | -19.69 | 274 | -13.84 | ||||
2025-04-21 | 13F | Autumn Glory Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1,347 | 320 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,962 | -4.68 | 1,413 | 1.80 | ||||
2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 883 | 212 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 23,447 | -1.12 | 5,556 | 5.65 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 5,174 | -43.89 | 1,226 | -40.05 | ||||
2025-08-07 | 13F | Davis R M Inc | 515,318 | 0.03 | 122,120 | 6.90 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 2,384 | 6.19 | 571 | 25.27 | ||||
2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 12 | 0.00 | 3 | 0.00 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6,694 | -26.55 | 1,586 | -21.52 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 7,519 | -12.92 | 1,782 | -6.95 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 32,125 | 3.10 | 7,621 | 10.29 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 62 | 0.00 | 15 | 7.69 | ||||
2025-08-14 | 13F | Vista Investment Management | 4,622 | -0.82 | 1,095 | 6.00 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 3,195 | 0.00 | 757 | 6.92 | ||||
2025-08-12 | 13F | Prosperitas Financial LLC | 1,449 | -95.82 | 343 | -95.54 | ||||
2025-08-14 | 13F | German American Bancorp, Inc. | 2,346 | -0.72 | 556 | 6.12 | ||||
2025-08-14 | 13F | Valley Financial Group, Inc. | 1,478 | 4.97 | 350 | 12.18 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 24,936 | -39.70 | 5,909 | -35.56 | ||||
2025-05-12 | 13F | Northwest Quadrant Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Farmers Trust Co | 1,092 | -14.95 | 259 | -9.15 | ||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 3,316 | 0.00 | 786 | 6.80 | ||||
2025-08-01 | 13F | Auto-Owners Insurance Co | 249,028 | -72.72 | 59,015 | 36.46 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 55,536 | 6.35 | 13,161 | 13.65 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 2,895 | -2.36 | 686 | 4.26 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 13,203 | -1.53 | 3,129 | 15.34 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2,859 | 0.49 | 677 | 7.46 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 15,132 | -33.53 | 3,586 | -28.97 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 190,237 | 790.46 | 45,083 | 847.30 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 3,940 | 236.75 | 935 | 260.62 | ||||
2025-08-14 | 13F | Wellington Management Group Llp | 1,262,115 | -13.89 | 299,096 | -7.98 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 125,357 | 14.68 | 29,707 | 22.56 | ||||
2025-07-31 | 13F | Mycio Wealth Partners, Llc | 14,118 | 1.78 | 3,346 | 8.78 | ||||
2025-05-14 | 13F | Avestar Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 926 | -4.93 | 219 | 1.86 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1,978 | 470 | ||||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 1,219 | 0.00 | 289 | 6.67 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 262,478 | 69.16 | 62,202 | 80.78 | ||||
2025-08-14 | 13F | Clifford Group, LLC | 1,374 | 0.00 | 326 | 6.91 | ||||
2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 2,521 | 0.00 | 597 | 6.80 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 31,217 | 251.54 | 7,398 | 275.67 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 31,202 | 39.68 | 7,394 | 49.28 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,810 | -26.78 | 429 | -21.72 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 1,241 | -1.59 | 294 | 5.38 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 4,527 | 17.71 | 1,073 | 25.82 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 38,014 | 2.14 | 9,038 | 9.52 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 65,563 | 21.26 | 15,537 | 29.59 | ||||
2025-07-10 | 13F | Bath Savings Trust Co | 3,364 | -7.25 | 797 | -0.87 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 84,856 | 5.81 | 20,109 | 13.08 | ||||
2025-07-08 | 13F | Beacon Wealthcare LLC | 900 | 213 | ||||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 99,349 | 0.97 | 23,544 | 7.90 | ||||
2025-08-12 | 13F | Miller Financial Services LLC | 1,805 | 428 | ||||||
2025-08-12 | 13F | Bokf, Na | 36,045 | 20.36 | 8,542 | 28.63 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 147 | -40.96 | 33 | -45.76 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,431 | -17.66 | 339 | -11.95 | ||||
2025-08-06 | 13F | Washington Trust Bank | 25,582 | 2.05 | 6,062 | 9.07 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 15,423 | 6.13 | 3,667 | 13.81 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 2,407 | -47.89 | 570 | -44.34 | ||||
2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 146,339 | -2.57 | 34,692 | 4.16 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 2,613 | 4.65 | 619 | 11.93 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 2,182 | 2.15 | 517 | 9.30 | ||||
2025-07-10 | 13F | Moody National Bank Trust Division | 1,036 | -12.65 | 246 | -6.49 | ||||
2025-07-15 | 13F | McAdam, LLC | 54,450 | 2.80 | 12,904 | 9.86 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 251,260 | -0.05 | 59,544 | 6.82 | ||||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 1,126 | -43.47 | 267 | -39.68 | ||||
2025-08-08 | 13F | Wealth Alliance | 19,113 | 7.53 | 4,529 | 14.92 | ||||
2025-08-14 | 13F | London Co Of Virginia | 427 | -77.51 | 101 | -76.01 | ||||
2025-08-13 | 13F | Wills Financial Group LLC | 1,046 | 0.00 | 248 | 6.93 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5,569 | 6.22 | 1,320 | 26.46 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 3,322 | -2.41 | 787 | 4.38 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 3,062 | -12.26 | 726 | -6.21 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 2,142 | -37.88 | 508 | -33.64 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 2,663 | -1.19 | 631 | 5.70 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 3,146 | -7.61 | 746 | -1.32 | ||||
2025-07-28 | 13F | Essex LLC | 4,017 | 238.99 | 952 | 263.36 | ||||
2025-07-15 | 13F | CHB Investment Group, LLC | 5,584 | -2.56 | 1 | 0.00 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 2,742 | 0.00 | 650 | 6.92 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 1,781 | -0.50 | 0 | |||||
2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 1,475 | 350 | ||||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 14,827 | -6.18 | 3,514 | 0.26 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 79,769 | -49.84 | 18,904 | -46.40 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 6,775 | -0.16 | 1,606 | 6.78 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 12,945 | 0.57 | 3,181 | 19.01 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 2,537 | 0.00 | 601 | 6.94 | ||||
2025-08-08 | 13F | Stephenson & Company, Inc. | 859 | 204 | ||||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 5,496 | -21.27 | 1,302 | -15.89 | ||||
2025-07-28 | 13F | Copia Wealth Management | 10 | 0.00 | 2 | 0.00 | ||||
2025-08-04 | 13F | Spinnaker Trust | 1,884 | 5.02 | 446 | 12.34 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 51,313 | 9.21 | 12,160 | 16.71 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 2,522 | -57.01 | 598 | -54.08 | ||||
2025-08-11 | 13F | Somerset Group LLC | 4,422 | -0.96 | 1,048 | 5.76 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 843 | 205 | ||||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 2,207 | 0.00 | 523 | 6.95 | ||||
2025-08-15 | 13F | Keel Point, LLC | 6,318 | 8.24 | 1,497 | 15.69 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 4,730 | -3.57 | 1,121 | 3.04 | ||||
2025-08-15 | 13F | Synergy Financial Group, LTD | 2,124 | -1.53 | 503 | 5.23 | ||||
2025-07-02 | 13F | Dentgroup LLC | 7,179 | -1.68 | 1,701 | 5.06 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,906 | -89.77 | 926 | -89.07 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 5,069 | 4.99 | 1,201 | 12.24 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 | -99.51 | 0 | -100.00 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 8,519 | 1.45 | 2,019 | 8.38 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 15,058 | 72.78 | 3,568 | 84.68 | ||||
2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 4,897 | -9.16 | 1,161 | -2.93 | ||||
2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 20,573 | 7.45 | 4,875 | 14.84 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 243 | 58 | ||||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 1,356 | 7.70 | 301 | -0.66 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 77,185 | 22.62 | 18,291 | 31.05 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 49,084 | -13.09 | 11,671 | -6.82 | ||||
2025-07-15 | 13F | Jeppson Wealth Management, Llc | 6,315 | 8.26 | 1,497 | 15.70 | ||||
2025-08-11 | 13F | Covestor Ltd | 1,535 | 56.15 | 0 | |||||
2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 41,533 | 3.44 | 9,842 | 10.55 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 19,396 | -2.88 | 4,597 | 3.79 | ||||
2025-08-12 | 13F | Athena Investment Management | 1,703 | 403 | ||||||
2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 3,780 | 8.56 | 896 | 15.93 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 119 | -1.65 | 28 | 7.69 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 52 | -13.33 | 12 | -14.29 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 94,858 | -7.85 | 22,480 | -1.52 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 1,711,146 | -6.22 | 405,507 | 0.22 | ||||
2025-07-15 | 13F | Optima Capital Llc | 1,903 | -1.25 | 451 | 5.62 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 242 | 0.00 | 57 | 7.55 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 11,154 | 0.31 | 2,643 | 7.22 | ||||
2025-04-21 | 13F | MGO Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 936 | -0.43 | 222 | 6.25 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 4 | 1 | ||||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 1,276 | 0.00 | 302 | 7.09 | ||||
2025-07-17 | 13F | Coastline Trust Co | 4,805 | -13.63 | 1,139 | -7.70 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 58 | 0.00 | 14 | 8.33 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 1,939 | -0.67 | 460 | 6.25 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 2,203 | 0.00 | 522 | 6.97 | ||||
2025-07-22 | 13F | Ellenbecker Investment Group | 200,427 | -2.01 | 47,497 | 4.72 | ||||
2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 9,737 | -0.20 | 2,307 | 6.66 | ||||
2025-07-17 | 13F | Greenbush Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Elevatus Welath Management | 2,955 | 136.40 | 700 | 152.71 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 4,772 | -13.97 | 1,131 | -8.13 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 5,146 | 12.36 | 1,220 | 20.10 | ||||
2025-08-05 | 13F | Code Waechter LLC | 34,544 | 8,186 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 396,389 | 3.73 | 94 | 10.71 | ||||
2025-07-21 | 13F | Hilltop National Bank | 154 | -2.53 | 36 | -2.70 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Sfm, Llc | 7,822 | -7.05 | 1,854 | -0.64 | ||||
2025-07-18 | 13F | Ewa, Llc | 3,570 | 15.65 | 846 | 23.54 | ||||
2025-07-31 | 13F | Red Wave Investments LLC | 41,986 | 0.30 | 9,950 | 7.19 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17,492 | -60.51 | 4,159 | -57.66 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 128 | 30 | ||||||
2025-07-09 | 13F | Baron Financial Group, LLC | 9,918 | 28.31 | 2,350 | 37.11 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 84,832 | 10.39 | 20,171 | 18.37 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 1,550 | -1.27 | 367 | 5.46 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 1,638 | 0.06 | 388 | 6.89 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | Green Square Capital Advisors Llc | 2,106 | -1.63 | 499 | 5.06 | ||||
2025-08-14 | 13F | Df Dent & Co Inc | 1,510 | 0.00 | 358 | 6.89 | ||||
2025-08-12 | 13F | Heritage Trust Co | 13,293 | 0.07 | 3,150 | 6.96 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Gainplan LLC | 7,147 | -35.98 | 1,694 | -31.60 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 22,533 | 1.43 | 5,340 | 8.38 | ||||
2025-08-05 | 13F | Dahring | Cusmano Llc | 1,782 | -0.50 | 422 | 6.30 | ||||
2025-08-06 | 13F | Bensler, LLC | 1,176 | 279 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 48,895 | 6.69 | 11,590 | 14.05 | ||||
2025-07-18 | 13F | GEN Financial Management, INC. | 2,224 | -40.53 | 527 | -36.43 | ||||
2025-07-11 | 13F | Lincoln Capital LLC | 3,485 | 6.87 | 826 | 21.86 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 12,473 | -3.56 | 2,956 | 3.07 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 105,921 | 25,184 | ||||||
2025-07-22 | 13F | Inlight Wealth Management, LLC | 114 | 0.00 | 27 | 8.00 | ||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 2,582 | -1.30 | 612 | 5.34 | ||||
2025-07-28 | 13F | IFC Advisors LLC | 1,082 | 256 | ||||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 30 | -40.00 | 7 | -36.36 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 178,520 | -25.52 | 42,431 | 22.68 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 9,090 | 4.63 | 2,154 | 11.84 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 1,153 | -41.35 | 273 | -37.24 | ||||
2025-08-06 | 13F | Marco Investment Management Llc | 1,067 | 0.00 | 253 | 6.78 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 9,628 | -0.25 | 2,282 | 6.59 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 1,321 | 0 | ||||||
2025-07-23 | 13F | Center For Asset Management LLC | 1,988 | -28.02 | 477 | -22.06 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 3,864 | 0.00 | 826 | 5.76 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 10,547 | -3.68 | 2,499 | 2.92 | ||||
2025-07-29 | 13F | Spreng Capital Management, Inc. | 1,540 | -9.20 | 365 | -3.19 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 853 | -6.37 | 202 | 0.00 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 3,255 | -2.25 | 771 | 4.47 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 17,598 | -3.87 | 4,170 | 2.73 | ||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 2,283 | 0.00 | 541 | 6.92 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 2,220 | -1.33 | 526 | 5.41 | ||||
2025-08-07 | 13F | CSM Advisors, LLC | 39,461 | -1.80 | 9 | 12.50 | ||||
2025-08-08 | 13F | Mittelman Wealth Management | 22,613 | 44.56 | 5,359 | 54.53 | ||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 10,272 | 2.08 | 2,434 | 9.10 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 21,312 | -0.16 | 5,051 | 6.70 | ||||
2025-08-05 | 13F | Washburn Capital Management, Inc. | 1,729 | -55.77 | 410 | -52.77 | ||||
2025-07-14 | 13F/A | Seek First Inc. | 2,698 | -11.69 | 639 | -5.61 | ||||
2025-07-16 | 13F | Cabana Llc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Hunter Associates Investment Management Llc | 7,797 | 2.96 | 2 | 0.00 | ||||
2025-05-14 | 13F | D L Carlson Investment Group Inc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7,255 | -15.43 | 1,719 | -9.62 | ||||
2025-07-18 | 13F | Founders Capital Management | 446 | 0.00 | 106 | 7.14 | ||||
2025-08-14 | 13F | Millennium Management Llc | 2,527 | 599 | ||||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 8,918 | 0.60 | 2,142 | 8.13 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 1,482 | 0.00 | 351 | 7.01 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 274 | 0.00 | 65 | 8.33 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 83 | 15.28 | 20 | 26.67 | ||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 1,084 | 6.27 | 257 | 14.80 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 126 | 0.00 | 30 | 7.41 | ||||
2025-07-25 | 13F | FIDELIS iM, LLC | 5,200 | 0.00 | 1,232 | 123,100.00 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 1,262 | -6.73 | 299 | 0.00 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 517 | 0.00 | 123 | 7.02 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 12,945 | 21.53 | 3,073 | 30.10 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 1,027 | 244 | ||||||
2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 4,345 | -18.17 | 1 | 0.00 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 246,587 | 17.37 | 58 | 26.09 | ||||
2025-04-30 | 13F | Ramiah Investment Group | 24,464 | 20.27 | 5,425 | 25.01 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 1,590 | 24.71 | 377 | 33.33 | ||||
2025-08-01 | 13F | Planning Directions Inc | 3,117 | -3.80 | 739 | 2.79 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8,351 | -2.44 | 1,979 | 4.21 | ||||
2025-07-11 | 13F | Essex Savings Bank | 7,728 | 1.71 | 1,831 | 8.73 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 1,608 | 14.69 | 381 | 22.90 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 150 | 0.00 | 36 | 6.06 | ||||
2025-07-07 | 13F | Enterprise Bank & Trust Co | 2,471 | 586 | ||||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 2,585 | 0.04 | 612 | 6.99 | ||||
2025-08-08 | 13F | Sawgrass Asset Management Llc | 36,485 | -0.68 | 8,646 | 6.15 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 14,163 | -1.07 | 3,356 | 5.73 | ||||
2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 33,014 | 7.47 | 7,850 | 15.24 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 2,342,693 | 7.99 | 554,795 | 15.33 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 2,151 | 10.76 | 1 | |||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 1,709 | -0.87 | 405 | 6.02 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 1,245 | 0.00 | 295 | 6.88 | ||||
2025-08-12 | 13F | MAI Capital Management | 188,608 | -9.50 | 44,696 | -3.29 | ||||
2025-07-17 | 13F | Luminvest Wealth Management LLC | 1,786 | 0.00 | 425 | 7.59 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 3,039 | 34.59 | 731 | 45.62 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1,239 | -42.26 | 294 | -38.32 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 24,619 | -0.08 | 5,834 | 6.79 | ||||
2025-07-16 | 13F | Rebalance, Llc | 11,555 | -4.58 | 2,738 | 1.97 | ||||
2025-07-16 | 13F | First American Bank | 6,259 | -7.23 | 1,483 | -0.87 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 6,589 | -62.00 | 1,561 | -59.40 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 10,418 | 9.54 | 2,469 | 17.02 | ||||
2025-05-09 | 13F | R. W. Roge & Company, Inc. | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Walker Financial Services, Inc. | 1,052 | 0.00 | 249 | 6.87 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 1,183 | 0.00 | 280 | 6.87 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 1,210 | 1.00 | 287 | 7.92 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 23,697 | -4.67 | 5,616 | 1.87 | ||||
2025-05-13 | 13F | Adams Wealth Management | 5,170 | -31.67 | 1,146 | -36.93 | ||||
2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | First Pacific Financial | 1,093 | 54.60 | 259 | 65.38 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 1,093 | -18.62 | 259 | -12.79 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 667 | 158 | ||||||
2025-08-01 | 13F | Facet Wealth, Inc. | 1,763 | 56.43 | 426 | 71.37 | ||||
2025-08-15 | 13F | Morse Asset Management, Inc | 7 | -22.22 | 2 | 0.00 | ||||
2025-07-18 | 13F | TPG Advisors LLC | 1,338 | 15.84 | 317 | 23.83 | ||||
2025-07-17 | 13F | City Holding Co | 294 | 0.00 | 70 | 6.15 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 19,156 | 6.71 | 4,540 | 14.05 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 81,694 | 37.10 | 19,659 | 55.61 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 165 | 3.12 | 0 | |||||
2025-07-21 | 13F | Compass Planning Associates Inc | 9,055 | 2.57 | 2,146 | 9.61 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 21,703 | 5.77 | 5,143 | 13.03 | ||||
2025-07-18 | 13F | United Bank | 22,656 | 2.01 | 5,369 | 9.04 | ||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1,003 | 0.00 | 238 | 6.76 | ||||
2025-08-11 | 13F | Addison Capital Co | 8,686 | 20.15 | 2,058 | 28.38 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 12,511 | -0.40 | 2,965 | 6.43 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 8,618 | 10.20 | 2,049 | 18.17 | ||||
2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 43,819 | 0.90 | 10,384 | 7.83 | ||||
2025-08-14 | 13F | Karpus Management, Inc. | 324,978 | -0.39 | 77,013 | 6.46 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 46,782 | 1.16 | 11,086 | 8.11 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 1,370 | 0.22 | 325 | 6.93 | ||||
2025-07-24 | 13F | FinDec Wealth Services, Inc. | 18,937 | -7.13 | 4,488 | -0.75 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 37,467 | -14.08 | 8,879 | -8.17 | ||||
2025-07-31 | 13F/A | Avion Wealth | 116 | 0.00 | 0 | |||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1,024 | 249 | ||||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 13,766 | -1.46 | 3,262 | 5.33 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 81,174 | -2.92 | 19,244 | 3.79 | ||||
2025-05-15 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 14,794 | 10.77 | 3,506 | 18.37 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 45,993 | 1.71 | 10,199 | -6.13 | ||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 3,172 | 752 | ||||||
2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 890 | 211 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 177,463 | 9.97 | 42,074 | 17.57 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 9,377 | -7.51 | 2,222 | -1.16 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 10,675 | 0.00 | 2,530 | 6.84 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 10,851 | -6.57 | 2,571 | -0.16 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 851 | 202 | ||||||
2025-04-28 | 13F | RKL Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 1,024 | -12.40 | 249 | 3.75 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 24,541 | -0.20 | 5,816 | 6.64 | ||||
2025-07-03 | 13F | Trust Co of the South | 63,362 | 17.27 | 15,016 | 25.32 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 4,569 | -0.28 | 1,083 | 6.50 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 135 | 0.00 | 32 | 6.90 | ||||
2025-07-16 | 13F | Cove Private Wealth, LLC | 12,162 | 66.79 | 2,882 | 78.23 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 23,422 | 27.98 | 5,559 | 36.96 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 12,204 | -13.82 | 2,706 | -20.46 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 2,475 | -3.32 | 587 | 3.35 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 120 | 28 | ||||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 1,669 | 0.30 | 395 | 7.34 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 1,800 | 0.00 | 427 | 6.77 | ||||
2025-08-05 | 13F | Rareview Capital LLC | 30,338 | -13.24 | 7,189 | -7.29 | ||||
2025-08-12 | 13F | Main Management LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 9,885 | -13.29 | 2,343 | -7.36 | ||||
2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 1,626 | 11.75 | 395 | 22.67 | ||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Twin Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,687 | 23.88 | 659 | 40.00 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3,456 | 110.09 | 819 | 125.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 356,700 | 2.57 | 84,531 | 9.62 | ||||
2025-07-11 | 13F | First PREMIER Bank | 24,402 | -1.88 | 6 | 0.00 | ||||
2025-08-12 | 13F | Change Path, LLC | 102,180 | 4.09 | 24,215 | 11.24 | ||||
2025-05-29 | NP | RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 47,232 | -0.12 | 11,193 | 6.74 | ||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 4,098 | -1.37 | 998 | 15.64 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Associated Banc-corp | 94,028 | 16.04 | 22,283 | 24.01 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 332 | 970.97 | 79 | 1,200.00 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 4,239 | 15.16 | 1,005 | 23.04 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 68,213 | 16.47 | 16,165 | 24.47 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 5,868,185 | 0.88 | 1,390,642 | 7.81 | ||||
2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 3,799 | -2.09 | 900 | 4.65 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7,382 | 3.81 | 1,749 | 10.98 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 2,621 | -8.80 | 621 | -2.51 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 12,504 | -0.82 | 2,963 | 6.01 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 33,036 | 17.83 | 7,829 | 25.93 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 6,153 | -1.22 | 1,414 | 1.80 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 56,343 | -0.12 | 13,352 | 6.74 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 5,499 | -3.41 | 1,303 | 3.25 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 5 | -58.33 | 1 | -50.00 | ||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 42,542 | -1.61 | 10,083 | 5.17 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 27,636 | 5.52 | 6,549 | 12.78 | ||||
2025-08-06 | 13F | Agf Management Ltd | 68,092 | -14.46 | 16,136 | -8.59 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 1,437 | -32.57 | 341 | -27.97 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 1,255 | -97.25 | 297 | -97.07 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 1,981 | -8.71 | 470 | -2.49 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 5,186 | 2.49 | 1,229 | 1.07 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 10,230 | -4.00 | 2,424 | 2.62 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 70,328 | 4.78 | 16,666 | 11.98 | ||||
2025-07-11 | 13F | Bell Bank | 2,001 | 0.00 | 474 | 7.00 | ||||
2025-08-06 | 13F | Paragon Capital Management Inc | 13,483 | -1.55 | 3,195 | 5.24 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 2,109 | -2.32 | 500 | 4.39 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 23,254 | -19.04 | 5,511 | -13.49 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 3,413 | 0.00 | 809 | 6.88 | ||||
2025-08-13 | 13F | ESL Trust Services, LLC | 231 | 0.00 | 55 | 5.88 | ||||
2025-07-30 | 13F | Whittier Trust Co | 53,183 | 1.68 | 12,603 | 8.67 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 48,664 | 0.36 | 11,532 | 7.25 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2,499 | 68.40 | 613 | 96.15 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 5,767 | 14.22 | 1,367 | 22.07 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 557,930 | 3.00 | 132,626 | 10.42 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 8,232 | 256.98 | 1,951 | 281.60 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 14,554 | -0.24 | 3 | 0.00 | ||||
2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 1,251 | -5.66 | 297 | 1.02 | ||||
2025-08-11 | 13F | Johnson Financial Group, LLC | 111,421 | -3.16 | 26,405 | 3.50 | ||||
2025-07-28 | 13F | Nestegg Advisors, Inc. | 2,547 | 0.00 | 604 | 6.91 | ||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 14,639 | 3,469 | ||||||
2025-07-31 | 13F | Pacitti Group Inc. | 4,457 | 2.13 | 1,059 | 9.41 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 353,069 | 11.40 | 83,670 | 19.05 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1,629 | 0.00 | 386 | 6.93 | ||||
2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 20,526 | -24.12 | 4,864 | -18.91 | ||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2,424 | -0.08 | 574 | 6.89 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 9,336 | 0.00 | 2,070 | 0.00 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 5,894 | 3.39 | 1,397 | 10.44 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 4,759 | -3.27 | 1,128 | 10.06 | ||||
2025-05-14 | 13F | Texas Capital Bank Wealth Management Services Inc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | World Equity Group, Inc. | 5,389 | 29.95 | 1,277 | 38.96 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 135,675 | -2.36 | 32,152 | 4.34 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8,894 | -12.62 | 2,108 | -6.65 | ||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 946,160 | 224,221 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 206,386 | 2.70 | 48,909 | 9.75 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 33,837 | 23.67 | 8,031 | 32.18 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 1,380 | -3.29 | 327 | 3.48 | ||||
2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3,948 | 0.00 | 936 | 6.86 | ||||
2025-04-17 | 13F | Retirement Solution Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 11,178 | 654.25 | 2,649 | 707.32 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 1,627 | 4.16 | 386 | 11.27 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 126 | -18.18 | 30 | -14.71 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 1,616 | 0.00 | 383 | 6.70 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 839 | -23.03 | 199 | -17.84 | ||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 1,105 | 12.76 | 262 | 20.28 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 5,791 | -2.31 | 1,372 | 4.41 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 110,292 | 0.72 | 26,137 | 7.64 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 5,485 | 6.65 | 1,300 | 13.95 | ||||
2025-08-13 | 13F | Farnam Financial LLC | 9,097 | 171.31 | 2,156 | 190.04 | ||||
2025-05-12 | 13F | Cahill Wealth Management, LLC | 3,932 | -2.33 | 872 | -9.93 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 11,810 | -6.21 | 2,799 | 0.21 | ||||
2025-04-28 | 13F | Buffington Mohr McNeal | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 12,174 | 3.16 | 2,885 | 1.73 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 13,566 | -7.80 | 3,215 | -1.47 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 7,927 | 0.37 | 1,879 | 7.25 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3,093 | -70.84 | 733 | -68.84 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 99,402 | 28.53 | 23,556 | 37.36 | ||||
2025-07-16 | 13F | Patron Partners Advisors, Llc | 6,314 | 10.33 | 1,496 | 17.89 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 30,234 | -0.21 | 7,189 | 7.00 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 13,351 | 287.43 | 3,164 | 282.47 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 9,887 | -4.33 | 2,343 | 2.23 | ||||
2025-08-08 | 13F | Union Savings Bank | 158 | 0.00 | 38 | 8.57 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 4,100 | -0.77 | 972 | 6.00 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 477,756 | 2.45 | 113,219 | 9.49 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 12,230 | -0.09 | 2,898 | 6.78 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 22,859 | 4.03 | 5,417 | 11.19 | ||||
2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 366 | 262.38 | 87 | 290.91 | ||||
2025-07-25 | 13F | Means Investment Co., Inc. | 1,493 | 2.97 | 354 | 9.97 | ||||
2025-08-12 | 13F | Team Hewins, LLC | 2,020 | -26.55 | 480 | -21.35 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 238 | 0.00 | 0 | |||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 869 | -8.33 | 206 | -2.38 | ||||
2025-07-25 | 13F | JustInvest LLC | 2,754 | 11.09 | 653 | 18.76 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 18,510 | -7.62 | 4,387 | -1.28 | ||||
2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 6,099 | 4.35 | 1,445 | 11.50 | ||||
2025-08-13 | 13F | Lynch Asset Management, Inc. | 17,835 | 4.39 | 4,227 | 11.56 | ||||
2025-07-11 | 13F | Scott Capital Advisors, LLC | 131,841 | -0.06 | 32,115 | 9.79 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1,733 | -5.46 | 411 | 0.99 | ||||
2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 1,059 | 0.00 | 251 | 6.84 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 59,184 | 0.49 | 14,026 | 7.39 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 3,248 | 0.03 | 770 | 6.81 | ||||
2025-08-13 | 13F | Loomis Sayles & Co L P | 204 | 0.00 | 48 | |||||
2025-07-09 | 13F | Aurelius Family Office LLC | 23,397 | -2.83 | 5,545 | 3.84 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 159 | 0.00 | 38 | 5.71 | ||||
2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 2,342 | 555 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 859,492 | -6.13 | 203,683 | 0.32 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 116,954 | -0.42 | 27,716 | 6.42 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 274 | 0.00 | 66 | 10.00 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3,660 | 0.77 | 867 | 13.48 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 1,137 | 16.74 | 269 | 25.12 | ||||
2025-07-25 | 13F | RoundAngle Advisors LLC | 938 | -10.24 | 222 | -3.90 | ||||
2025-08-04 | 13F | Continental Investors Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Crux Wealth Advisors | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | BCK Partners, Inc. | 79,352 | 3.82 | 18,805 | 10.95 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 30,631 | 59.28 | 7,259 | 70.22 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 2,552 | 0.00 | 605 | 6.90 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 63,441 | -0.55 | 15,034 | 6.28 | ||||
2025-08-14 | 13F | Apriem Advisors | 11,560 | 83.06 | 2,740 | 95.64 | ||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 13,576 | -0.73 | 3,217 | 6.10 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 208,643 | 149.81 | 49,545 | 167.52 | ||||
2025-07-21 | 13F | Custos Family Office, LLC | 6,023 | -10.47 | 1,427 | -4.29 | ||||
2025-07-16 | 13F | Plancorp, LLC | 19,403 | -45.86 | 4,598 | -42.14 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 22,695 | -1.41 | 5,378 | 5.37 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 36,201 | -10.46 | 8,579 | -4.31 | ||||
2025-08-04 | 13F | Assetmark, Inc | 320,964 | 10.15 | 76,062 | 17.71 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 316 | 12.46 | 75 | 19.35 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 19,755 | 2.71 | 4,681 | 9.78 | ||||
2025-07-25 | 13F | Welch Group, LLC | 974 | 231 | ||||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 143 | 0.00 | 34 | 6.45 | ||||
2025-08-13 | 13F | Riverview Capital Advisers, LLC | 53,189 | -16.71 | 12,605 | -10.99 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 1,626 | -55.73 | 398 | -51.11 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,428 | 338 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 71,391 | -0.96 | 16,919 | 5.84 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 11,234 | 2.25 | 2,742 | 12.52 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 1,900 | -90.21 | 450 | -89.55 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3,933 | -15.96 | 932 | -9.07 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 24,253,000 | 0.69 | 5,747,476 | 7.60 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 2,202 | -0.18 | 522 | 6.54 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Birchbrook, Inc. | 309 | 3.00 | 73 | 10.61 | ||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 2,356 | -38.44 | 566 | -28.93 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 286 | 35.55 | 68 | 45.65 | ||||
2025-07-28 | 13F | Courier Capital Llc | 17,626 | 0.54 | 4,177 | 7.46 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 3,906 | 0.18 | 944 | 25.03 | ||||
2025-07-15 | 13F | Carr Financial Group Corp | 15,742 | 28.28 | 3,730 | 37.08 | ||||
2025-07-16 | 13F | American National Bank | 154 | -9.94 | 36 | -2.70 | ||||
2025-07-28 | 13F | Jag Capital Management, Llc | 4,627 | 0.00 | 1,097 | 6.82 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 1,646 | 3.65 | 390 | 10.80 | ||||
2025-06-30 | NP | VEXPX - VANGUARD EXPLORER FUND Investor Shares | 967,547 | 86.69 | 209,135 | 61.64 | ||||
2025-07-09 | 13F | Parkside Advisors LLC | 48,795 | 15.79 | 11,602 | 24.15 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 456 | 0.00 | 108 | 6.93 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 136,744 | 23.57 | 32,423 | 32.13 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 775,674 | 11.25 | 183,819 | 18.89 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 13,967 | 0.28 | 3,310 | 7.16 | ||||
2025-07-24 | 13F | Conning Inc. | 9,084 | 0.00 | 2,153 | 6.85 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 6,176 | -0.44 | 1,464 | 6.40 | ||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3,044 | 1.20 | 721 | 8.10 | ||||
2025-07-25 | 13F | Cwm, Llc | 96,343 | 15.58 | 23 | 22.22 | ||||
2025-07-16 | 13F | Kendall Capital Management | 5,910 | -2.38 | 1,401 | 4.32 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 3,690 | 874 | ||||||
2025-07-30 | 13F | Crewe Advisors LLC | 85,513 | -0.32 | 20,265 | 6.52 | ||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 33,732 | -3.03 | 7,994 | 3.62 | ||||
2025-07-07 | 13F | First Community Trust Na | 1,278 | 8.95 | 303 | 16.15 | ||||
2025-07-21 | 13F | Single Point Partners, LLC | 38,916 | 14.43 | 9 | 28.57 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 7,959 | -1.87 | 1,886 | 4.89 | ||||
2025-07-15 | 13F | Verum Partners LLC | 35,976 | 138.19 | 8,526 | 154.55 | ||||
2025-07-17 | 13F | Michels Family Financial, LLC | 1,144 | -1.29 | 271 | 5.45 | ||||
2025-08-12 | 13F | Investments & Financial Planning, LLC | 156,471 | 2.39 | 37,080 | 9.42 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1,063,051 | 0.78 | 251,922 | 7.70 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 236 | -27.16 | 57 | -19.72 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 13,722 | -1.49 | 3,252 | 5.28 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,250 | -39.02 | 296 | -39.84 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 1,689 | 9.46 | 400 | 16.96 | ||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 984 | 0.00 | 233 | 6.88 | ||||
2025-04-29 | NP | EBI - Longview Advantage ETF | 63,786 | 15,155 | ||||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 65 | 0.00 | 15 | 7.14 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 628,562 | 8.85 | 148,961 | 16.33 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 13,819 | 12.31 | 3,275 | 20.01 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 248 | 59 | ||||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2,465 | -14.23 | 584 | -8.32 | ||||
2025-05-16 | 13F | Everstar Asset Management, LLC | 11,829 | 3,251 | ||||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 5,579 | 0.63 | 1,237 | -7.13 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 992 | 9.86 | 235 | 17.50 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 6,454 | 6.93 | 1,529 | 14.28 | ||||
2025-07-23 | 13F | Penney Financial, LLC | 23,260 | -17.67 | 5,512 | -12.01 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14,730 | 3.04 | 3,491 | 1.60 | ||||
2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 1,550 | 0.00 | 367 | 7.00 | ||||
2025-08-11 | 13F | Alps Advisors Inc | 172,715 | 127.36 | 40,930 | 142.98 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,535 | 19.17 | 2,023 | 27.33 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 742 | 16.48 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 43,197 | 3.27 | 10,237 | 10.36 | ||||
2025-08-14 | 13F | Granite FO LLC | 328 | 0.00 | 78 | 6.94 | ||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 5,774 | 0.31 | 1,368 | 7.21 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1,205 | 0.00 | 286 | 12.65 | ||||
2025-08-07 | 13F | Atala Financial Inc | 2,098 | -9.18 | 497 | -2.93 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 575 | 136 | ||||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 60,165 | 7.14 | 14,305 | 14.87 | ||||
2025-08-08 | 13F | Gts Securities Llc | 30,915 | 29.35 | 7,326 | 38.25 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 28,555 | -0.12 | 6,767 | 6.74 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 16,048 | 3.37 | 3,803 | 10.49 | ||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 6,245 | 5.81 | 1,480 | 13.07 | ||||
2025-08-14 | 13F | Comerica Bank | 316,725 | 4.54 | 75,057 | 11.73 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 103 | -41.81 | 24 | -42.86 | ||||
2025-08-13 | 13F | Haverford Trust Co | 34,862 | 7.51 | 8,262 | 14.90 | ||||
2025-08-14 | 13F | Acas, Llc | 3,755 | -1.05 | 939 | 13.97 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3,209 | -13.04 | 1 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 1,397 | 10.17 | 331 | 17.79 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4,001 | 75.87 | 951 | 88.69 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 8,598 | -4.72 | 2,037 | 1.80 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 7,644 | 0.57 | 1,811 | 7.48 | ||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 30,958 | 23.66 | 6,865 | 14.11 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1,760 | -1.46 | 417 | 5.30 | ||||
2025-05-06 | 13F | Compass Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 32,645 | 0.39 | 7,736 | 7.30 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 1,137 | -16.76 | 272 | -4.23 | ||||
2025-07-23 | 13F | Friedenthal Financial | 63 | 0.00 | 15 | 7.69 | ||||
2025-07-23 | 13F | First Merchants Corp | 20,174 | -16.55 | 4,781 | -10.82 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,871 | 18.19 | 444 | 26.21 | ||||
2025-07-14 | 13F | Financial Advisory Partners, Llc | 14,803 | 2.48 | 3,508 | 9.52 | ||||
2025-07-22 | 13F | David Wealth Management LLC | 1,486 | 0.00 | 352 | 6.99 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 49,309 | 19.85 | 11,685 | 28.08 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 3,430 | 0.00 | 813 | 6.84 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3,957 | 34.23 | 938 | 43.49 | ||||
2025-07-18 | 13F | jvl associates llc | 13,531 | 59.23 | 3,207 | 70.17 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 4,432 | 17.87 | 1,050 | 26.05 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5,053 | 0.32 | 1,239 | 18.36 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 34,186 | -4.56 | 8,101 | 1.99 | ||||
2025-07-28 | 13F | Davidson Investment Advisors | 28,047 | -83.13 | 6,647 | -81.97 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 63,169 | 7.97 | 14,970 | 15.38 | ||||
2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 7,475 | 553.98 | 1,771 | 600.00 | ||||
2025-07-09 | 13F | Kearns & Associates LLC | 38,954 | 0.13 | 9,231 | 7.00 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 25,001 | -19.55 | 5,925 | -14.03 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 10,856 | -27.05 | 2,573 | -22.06 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 166,838 | 30.66 | 39,537 | 39.64 | ||||
2025-04-28 | 13F | O'Brien Wealth Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Bangor Savings Bank | 3,238 | -4.29 | 767 | 2.27 | ||||
2025-08-14 | 13F | Broyhill Asset Management | 850 | 201 | ||||||
2025-08-05 | 13F | Centennial Bank/AR/ | 355 | 0.00 | 84 | 7.69 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 1,876 | -16.70 | 445 | -11.02 | ||||
2025-08-06 | 13F | Middleton & Co Inc/ma | 1,730 | 0.00 | 410 | 6.79 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 5,189 | 11.28 | 1,230 | 18.97 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 88 | 0.00 | 0 | |||||
2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 3,502 | -4.84 | 833 | 1.96 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 132 | 0.00 | 31 | 6.90 | ||||
2025-07-15 | 13F | Kwmg, Llc | 1,364 | 4.28 | 323 | 11.38 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3,789 | 901 | ||||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 501 | -22.80 | 119 | -18.06 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 765 | -26.93 | 181 | -21.98 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 89,917 | 3.83 | 21,309 | 10.96 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 1,333 | 0.00 | 316 | 6.78 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 3,433 | 26.73 | 814 | 35.50 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 1,967 | 0.00 | 466 | 6.88 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 10 | 0.00 | 2 | 0.00 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 14,082 | -0.74 | 3,337 | 6.10 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 104 | 0.00 | 25 | 4.35 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 20,585 | -27.17 | 4,878 | -22.16 | ||||
2025-07-15 | 13F | Bfsg, Llc | 195 | -39.25 | 46 | -35.21 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 151,140 | 2.09 | 37,395 | 14.82 | ||||
2025-08-07 | 13F | 1st Source Bank | 4,112 | -0.05 | 974 | 6.80 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 22,390 | 1.11 | 5,306 | 8.04 | ||||
2025-07-16 | 13F | Howard Capital Management Group, LLC | 105,880 | 1.19 | 25,091 | 8.14 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | PFS Partners, LLC | 44 | 0.00 | 10 | 11.11 | ||||
2025-08-15 | 13F | Howland Capital Management Llc | 7,447 | -2.46 | 1,771 | 4.55 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 1,705 | -26.76 | 404 | -21.90 | ||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 869 | 206 | ||||||
2025-08-04 | 13F | One Day In July LLC | 17,538 | 23.28 | 4,156 | 31.77 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 3,641 | 206.48 | 863 | 218.08 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,574 | 19.06 | 374 | 27.30 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4,858 | -4.33 | 1,151 | 2.31 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 1,860 | -7.92 | 441 | -1.57 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3,466 | 2.73 | 821 | 9.76 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 1,314 | 0.00 | 311 | 6.87 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 562,385 | 3.29 | 133 | 10.83 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 11,254 | 4.24 | 2,667 | 11.36 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,361 | 81.90 | 560 | 94.77 | ||||
2025-08-12 | 13F | Aspiring Ventures, LLC | 1,158 | 0.00 | 274 | 7.87 | ||||
2025-07-30 | 13F | Fusion Family Wealth LLC | 412,456 | 3.97 | 97,744 | 11.11 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 137,218 | 13.81 | 32,494 | 21.64 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 392 | 0.00 | 93 | 6.98 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 257 | 83.57 | 63 | 113.79 | ||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 847 | 201 | ||||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,617 | 0.42 | 620 | 7.45 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 801,260 | 7.03 | 189,885 | 14.38 | ||||
2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Opulen Financial Group LLC | 6,927 | 7.45 | 1,642 | 14.84 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 4,965 | 67.74 | 1,184 | 80.49 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 2,243 | 0.00 | 532 | 6.84 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3,094 | -30.24 | 733 | -25.43 | ||||
2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 2,727 | 3.06 | 646 | 10.24 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6,768 | 37.42 | 1,604 | 46.79 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 1,580 | 0.00 | 374 | 6.86 | ||||
2025-07-23 | 13F | Sunbeam Capital Management, LLC | 4,472 | 0.00 | 1,063 | 7.27 | ||||
2025-08-12 | 13F | Latigo Investments, LLC | 30,671 | 0.00 | 7,268 | 6.87 | ||||
2025-07-11 | 13F | Thomasville National Bank | 2,440 | 1.67 | 578 | 8.65 | ||||
2025-08-08 | 13F | Starr Indemnity & Liability Co | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 1,657 | 8.02 | 393 | 15.29 | ||||
2025-05-02 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Ritholtz Wealth Management | 19,323 | 116.38 | 4,579 | 131.26 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 864 | -97.61 | 205 | -97.46 | ||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 1,396 | 0.00 | 331 | 6.80 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 10,574 | -0.66 | 2,506 | 6.19 | ||||
2025-07-30 | 13F | Sentry LLC | 1,048 | -2.96 | 248 | 3.77 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 2,323 | 1.89 | 1 | |||||
2025-07-25 | 13F | Stephens Consulting, LLC | 14,879 | 0.14 | 3,526 | 7.01 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 94,705 | 3.23 | 22,443 | 10.32 | ||||
2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 9,114 | 6.26 | 2,160 | 13.57 | ||||
2025-08-05 | 13F | Key FInancial Inc | 1,357 | -13.35 | 322 | -7.49 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,180,480 | -2.73 | 279,750 | 18.98 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 45,621 | 3.28 | 10,811 | 10.37 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 3,205 | -4.19 | 762 | 2.83 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7,043 | 2 | ||||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 5,597 | -1.93 | 1,326 | 4.82 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Cora Capital Advisors Llc | 1,594 | 378 | ||||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 12,422 | -6.58 | 2,944 | -0.17 | ||||
2025-08-14 | 13F | Betterment LLC | 244,160 | 52.43 | 58 | 62.86 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 9,717 | 38.99 | 2,303 | 48.52 | ||||
2025-08-07 | 13F | Allworth Financial LP | 63,445 | 2.79 | 15,035 | 13.14 | ||||
2025-07-08 | 13F | Melone Private Wealth, LLC | 1,955 | 0.00 | 464 | 6.93 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 1,154 | 279 | ||||||
2025-08-08 | 13F | WP Advisors, LLC | 137,894 | 460.68 | 32,678 | 499.27 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 37,321 | 3.35 | 8,844 | 10.45 | ||||
2025-07-22 | 13F | Legacy Trust | 976 | -14.08 | 231 | -7.97 | ||||
2025-05-15 | 13F | Wealth Management Strategies, Inc. | 28,949 | 11.17 | 6,419 | 10,253.23 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 28,208 | 6.10 | 6,685 | 13.38 | ||||
2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | BIP Alliance, LLC | 1,288 | 305 | ||||||
2025-07-31 | 13F | City State Bank | 9,719 | -1.87 | 2,303 | 4.87 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 18,379 | -41.07 | 4,356 | -37.02 | ||||
2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 21,566 | -60.19 | 5,111 | -57.46 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 12,500 | 0.00 | 2,962 | 6.89 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 57,006 | 5.13 | 13,509 | 112,475.00 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 56,444 | 14.86 | 13,376 | 22.75 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 1,509 | 1.41 | 358 | 8.51 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 16,134 | 11.75 | 3,823 | 19.43 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 146,144 | 1.42 | 34,633 | 8.39 | ||||
2025-08-08 | 13F | Firestone Capital Management | 1,330 | 34.34 | 315 | 43.84 | ||||
2025-07-08 | 13F | Charis Legacy Partners, LLC | 2,367 | 0.00 | 561 | 7.06 | ||||
2025-08-13 | 13F | F/M Investments LLC | 1,566 | -55.17 | 367 | -52.52 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2,249 | 18.43 | 533 | 26.37 | ||||
2025-08-11 | 13F | Madison Asset Management, LLC | 3,106 | 0.00 | 736 | 6.98 | ||||
2025-08-13 | 13F | American Money Management, LLC | 3,695 | -0.19 | 876 | 6.71 | ||||
2025-08-05 | 13F | Elm Partners Management LLC | 25,656 | -35.35 | 6,080 | -30.92 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1,317,738 | 277 | ||||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2,297 | -5.63 | 544 | 0.93 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 18,015 | 7.32 | 4,269 | 14.70 | ||||
2025-08-08 | 13F | Bailard, Inc. | 35,242 | 0.36 | 8,352 | 7.26 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 24,300 | 95.97 | 5,759 | 109.46 | |||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 2,700 | 3.85 | 640 | 10.94 | |||
2025-08-05 | 13F | Dravo Bay Llc | 974 | 0.31 | 231 | 6.98 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 39,058 | 2.15 | 9,256 | 9.18 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 9,025 | 0.23 | 2,139 | 7.11 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 991 | -0.30 | 235 | 6.36 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 31,059 | -5.93 | 7,360 | 0.53 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 972 | 0.21 | 230 | 6.98 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 974 | 0.00 | 231 | 6.98 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 14,167 | -11.07 | 3,357 | -4.95 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 12,313 | 8.51 | 3 | 0.00 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 2,057 | -6.03 | 487 | 0.41 | ||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 5,860 | -28.21 | 1 | 0.00 | ||||
2025-08-08 | 13F | Creative Planning | 1,965,440 | -1.66 | 465,770 | 5.10 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 1,481 | -1.27 | 351 | 5.42 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 99,068 | 38.00 | 23,477 | 47.49 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 4,699 | 40.86 | 1,042 | 29.96 | ||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 46,001 | -0.97 | 10,201 | -8.61 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 5,502 | 141.32 | 1,304 | 158.02 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 1,442 | -1.57 | 347 | 7.10 | ||||
2025-04-01 | 13F | Cornerstone Planning, LLC | 16,027 | 3,851 | ||||||
2025-08-08 | 13F | Francis Financial, Inc. | 2,385 | 0.59 | 565 | 7.62 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 24,469 | 1.32 | 5,799 | 8.27 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1,585 | 0.00 | 377 | 7.12 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,361 | 5.12 | 560 | 12.25 | ||||
2025-04-24 | 13F | Financial Life Advisors | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 889 | -23.03 | 211 | -17.97 | ||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 2,051 | 5.13 | 486 | 12.50 | ||||
2025-07-30 | 13F | Warther Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 17,557 | 4,161 | ||||||
2025-08-12 | 13F | Weitzel Financial Services, Inc. | 1,632 | 0.00 | 392 | 13.66 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 7,943 | -1.08 | 1,882 | 13.92 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 41,513 | 7.73 | 9,838 | 15.12 | ||||
2025-08-04 | 13F | Balentine LLC | 17,079 | 0.00 | 4,047 | 6.87 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 873 | -30.93 | 207 | -26.43 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 18,847 | 7.21 | 4,466 | 14.57 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1,643 | 12.61 | 395 | 22.29 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 509 | 0.00 | 121 | 7.14 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 11,917 | 23.86 | 2,824 | 32.40 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12,069 | 3.65 | 2,676 | 5.44 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 3,446 | 6.49 | 817 | 13.81 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12,109 | 7.30 | 2,870 | 14.67 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 2,807 | -0.07 | 665 | 6.91 | ||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 12,017 | -0.64 | 2,848 | 6.19 | ||||
2025-07-07 | 13F | Modus Advisors, LLC | 9,736 | -1.13 | 2,307 | 5.68 | ||||
2025-07-22 | 13F | James Reed Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 512 | 121 | ||||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5,840 | -2.39 | 1,384 | 4.30 | ||||
2025-05-08 | 13F | North Star Asset Management Inc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 32 | 0.00 | 8 | 0.00 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 3,784 | -0.58 | 897 | 6.16 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,178 | -10.48 | 1 | |||||
2025-08-08 | 13F | Fiera Capital Corp | 5,152 | -50.88 | 1,221 | -47.53 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 4,013 | 0.88 | 951 | 7.82 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 278 | 0.00 | 66 | 6.56 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 1,568 | 372 | ||||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 20,285 | -0.81 | 4,900 | 8.03 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 28,807 | -16.91 | 6,827 | -11.20 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 34,965 | -5.04 | 8,286 | 1.48 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 13,774 | -13.69 | 3,264 | -7.74 | ||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 7,189 | -2.52 | 1,704 | 4.16 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 10,039 | -10.37 | 2,379 | -4.19 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 1,168 | 0.00 | 277 | 6.56 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 9,416 | -12.18 | 2,261 | -4.92 | ||||
2025-07-09 | 13F | Westbourne Investments, Inc. | 1,590 | -1.55 | 377 | 5.03 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7,432 | -7.68 | 1,761 | -1.34 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7,278 | 6.43 | 1,725 | 13.72 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 191,671 | -14.72 | 45 | -8.16 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 1,351 | -0.15 | 320 | 6.67 | ||||
2025-08-12 | 13F | Private Management Group Inc | 973 | 231 | ||||||
2025-07-23 | 13F | Matisse Capital | 996 | 0.00 | 236 | 7.27 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 5 | -58.33 | 1 | -50.00 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 7,613 | -3.14 | 1,804 | 3.50 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 15,475 | 63.43 | 3,667 | 74.70 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 55,633 | -1.43 | 13,184 | 5.34 | ||||
2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1,407 | -66.40 | 333 | -64.12 | ||||
2025-04-16 | 13F | Krilogy Financial LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 54,975 | 97.33 | 13,028 | 110.86 | ||||
2025-08-08 | 13F | Petix & Botte Co | 14,208 | -1.81 | 3,367 | 4.93 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 441 | 105 | ||||||
2025-08-12 | 13F | Forum Private Client Group LLC | 1,399 | -1.89 | 331 | 4.75 | ||||
2025-08-08 | 13F | Kaizen Financial Strategies | 1,389 | -29.13 | 329 | -24.19 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 25,203 | 3.12 | 5,973 | 10.20 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 336,725 | -11.28 | 79,797 | -5.19 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 2,633 | -0.79 | 624 | 6.12 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 3,898 | -1.69 | 924 | 5.01 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 9,415 | 5.76 | 2,035 | -8.42 | ||||
2025-05-14 | 13F | Sellwood Investment Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 1,571 | 6.51 | 372 | 13.76 | ||||
2025-08-08 | 13F | Glaxis Capital Management, LLC | 2,433 | 0.00 | 577 | 6.86 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 27,078 | -5.32 | 6,417 | 1.18 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 30,837 | -1.10 | 7,308 | 5.68 | ||||
2025-07-16 | 13F | Embree Financial Group | 8,800 | -3.51 | 2,085 | 3.12 | ||||
2025-07-29 | 13F | TFC Financial Management | 9,895 | -10.69 | 2,345 | -4.56 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 3,091 | 0.65 | 732 | 7.65 | ||||
2025-07-23 | 13F | Elm3 Financial Group, LLC | 2,291 | -4.30 | 543 | 2.26 | ||||
2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 5,809 | -10.40 | 1,377 | -4.24 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 112,194 | 1.85 | 27,608 | 13.03 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 44,191 | 1.41 | 10,472 | 8.37 | ||||
2025-08-07 | 13F | Gs Investments, Inc. | 357 | 0.00 | 85 | 6.33 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 61,932 | -21.76 | 14,677 | -16.39 | ||||
2025-08-08 | 13F | King Wealth | 5,381 | -0.41 | 1 | 0.00 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 12,162 | 2,882 | ||||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Chilton Investment Co Llc | 990 | 235 | ||||||
2025-08-13 | 13F | Arjuna Capital | 2 | -98.32 | 0 | -100.00 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 5,650 | 0.00 | 1,339 | 6.87 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 2,324 | -0.30 | 551 | 6.59 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,756 | -10.22 | 416 | -3.93 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 46,520 | -1.43 | 11,024 | 5.34 | ||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 2,992 | 0.00 | 709 | 6.94 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 10,069 | 5.69 | 2,386 | 12.97 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 6,518 | -31.83 | 1,545 | -27.17 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 131,523 | -1.67 | 31,168 | 5.08 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 212 | 0.00 | 50 | 6.38 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 218,533 | 26.31 | 52 | 15.91 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 5,282 | -10.58 | 1,252 | -4.43 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 13,706 | 14.96 | 3,248 | 22.85 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,478 | 43.40 | 593 | 54.43 | ||||
2025-08-12 | 13F | Argent Trust Co | 9,203 | 8.40 | 2,181 | 15.83 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 926 | 0.00 | 219 | 6.83 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 10,650 | 2,559 | ||||||
2025-08-13 | 13F | Aspire Growth Partners LLC | 2,342 | 4.98 | 555 | 13.27 | ||||
2025-08-05 | 13F | Connable Office Inc | 18,085 | 3.95 | 4,286 | 11.07 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 5,155 | 1.72 | 1,222 | 8.73 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Swp Financial Llc | 9,972 | -0.93 | 2,363 | 6.11 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 1,032 | 3.93 | 245 | 10.91 | ||||
2025-08-11 | 13F | Advisor Resource Council | 2,560 | -94.89 | 607 | -94.26 | ||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Aspiriant, Llc | 70,004 | -6.14 | 16,589 | 0.31 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 90,553 | 13.00 | 22,058 | 24.12 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 2,213 | 524 | ||||||
2025-07-07 | 13F | General Partner, Inc. | 13,559 | 22,881.36 | 3,213 | 24,615.38 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 12,456 | -0.10 | 2,952 | 6.77 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 1,814 | -11.90 | 430 | -5.70 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 46,768 | -14.91 | 11,083 | -9.07 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 81,068 | 6.55 | 17,676 | 1.63 | ||||
2025-06-03 | 13F | Invst, LLC | 1,451 | -4.16 | 322 | -11.57 | ||||
2025-07-15 | 13F | BCS Wealth Management | 8,278 | -2.67 | 2 | 0.00 | ||||
2025-07-23 | 13F | Drake & Associates, LLC | 1,275 | -6.52 | 302 | 0.00 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 1,963 | 0.15 | 477 | 20.45 | ||||
2025-07-16 | 13F | ORG Partners LLC | 184 | 0.00 | 44 | 10.00 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 3,619 | 3.55 | 858 | 10.58 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 6,028 | 2.05 | 1,428 | 9.01 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 105,180 | 13.68 | 24,925 | 21.48 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 1,051 | -33.14 | 249 | -28.74 | ||||
2025-07-24 | 13F | Trevian Wealth Management LLC | 3,083 | 0.00 | 1 | |||||
2025-08-14 | 13F | Becker Capital Management Inc | 3,296 | -0.54 | 784 | 6.68 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 1,640 | 1.42 | 389 | 8.38 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Sequent Planning LLC | 1,875 | 20.19 | 444 | 28.70 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 962 | -7.68 | 228 | -1.73 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 5,409 | -3.62 | 1,282 | 2.97 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 12,502 | 21.91 | 3,010 | 36.65 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 40 | 0.00 | 9 | 12.50 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 9,778 | -3.55 | 2,317 | 3.07 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 20,288 | -88.14 | 4,808 | -87.33 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 2,385 | 0.00 | 565 | 7.01 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 9,202 | -6.47 | 2,185 | 0.09 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1,078 | -18.46 | 256 | -12.97 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 2,555 | 0.12 | 605 | 7.08 | ||||
2025-07-30 | 13F | Retirement Planning Group | 11,248 | 1.05 | 2,666 | 7.98 | ||||
2025-05-08 | 13F | First Foundation Advisors | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Northstar Group, Inc. | 3,020 | -0.76 | 716 | 6.08 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 8,738 | 297.36 | 2,092 | 329.57 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 1,114,381 | 1.84 | 264,090 | 8.83 | ||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 24,125 | 10.87 | 5,717 | 18.49 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 30,885 | -9.59 | 7,319 | -3.38 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 5,124 | 8.38 | 1,214 | 15.84 | ||||
2025-05-06 | 13F | Advocacy Wealth Management Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3,871 | 14.16 | 917 | 22.10 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 1,847 | 0.00 | 438 | 6.85 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,274 | 52.21 | 302 | 63.24 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 2,994 | -14.63 | 664 | -21.26 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 124,484 | 8.32 | 29,500 | 15.76 | ||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 9,411 | 91.63 | 2,230 | 104.78 | ||||
2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 925 | 0.00 | 0 | |||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 1,363 | -0.07 | 324 | 7.28 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,754 | 142.64 | 652 | 159.76 | ||||
2025-08-07 | 13F | Nwam Llc | 16,519 | -1.66 | 4,032 | 8.24 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 100 | 0.00 | 24 | 4.55 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 6,926 | 16.36 | 1,642 | 24.41 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 1,204 | 0.00 | 285 | 7.14 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 43,917 | -3.44 | 10,407 | 3.19 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 43 | 10 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56,566 | 6.41 | 13,405 | 13.72 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 1,574 | 44.01 | 373 | 53.72 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 25,465 | 9.98 | 6,035 | 17.53 | ||||
2025-08-14 | 13F | Michelson Medical Research Foundation, Inc. | 11,010 | 0.00 | 2,609 | 6.88 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 1,142 | 9.91 | 271 | 17.39 | ||||
2025-07-21 | 13F | J2 Capital Management Inc | 3,216 | 0.63 | 762 | 7.63 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 1,515 | 0.00 | 0 | |||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2,126 | 193.24 | 504 | 214.38 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3,424 | 4.33 | 811 | 11.55 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,822,057 | 7.10 | 668,771 | 14.46 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 230 | 5.99 | 55 | 12.50 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 90 | 2.27 | 21 | 10.53 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 279,894 | -0.65 | 66,331 | 6.17 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 6,420 | 80.59 | 1,521 | 101.46 | ||||
2025-07-22 | 13F | Accel Wealth Management | 2,496 | -5.31 | 592 | 1.20 | ||||
2025-04-24 | 13F | Copeland Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 24,570 | -2.69 | 5,823 | 4.00 | ||||
2025-08-14 | 13F | Wit, Llc | 244,855 | -89.11 | 58,026 | -78.15 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 7,379 | -0.16 | 1,749 | 6.72 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 86,537 | 69.73 | 20,507 | 81.40 | ||||
2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 1,110 | 0.00 | 263 | 6.91 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 14,289 | 0.00 | 3,386 | 6.88 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 2,417 | -2.22 | 573 | 4.38 | ||||
2025-07-31 | 13F | Harbour Investment Management Llc | 1,952 | 0.00 | 464 | 7.41 | ||||
2025-08-14 | 13F | Pecaut & Co. | 4,506 | 90.53 | 1,068 | 103.63 | ||||
2025-07-18 | 13F | Columbia Asset Management | 12,436 | -4.16 | 2,947 | 2.43 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 13 | 0.00 | 3 | -33.33 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 12,878 | 0.00 | 3,052 | 6.87 | ||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1,904 | -2.56 | 451 | 4.16 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 113,611 | 1.96 | 27 | 8.33 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 55,832 | -2.33 | 13,231 | 4.39 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 6,941 | -0.52 | 1,645 | 6.27 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 977 | 290.80 | 235 | 325.45 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 34,700 | -3.56 | 7,695 | -11.00 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 2,286 | -3.38 | 542 | 3.24 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2,017,399 | 4.86 | 478,083 | 12.06 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 4,062 | -22.11 | 1,005 | -6.43 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 5,357 | 30.18 | 1,270 | 39.14 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1,083 | 0.00 | 257 | 6.67 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 5,229 | 1.32 | 1,239 | 8.30 | ||||
2025-08-05 | 13F | Huntington National Bank | 10,668 | 3.75 | ||||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 940 | -12.72 | 227 | -1.73 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 1,213 | -58.81 | 287 | -55.98 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 3,092 | -4.12 | 733 | 2.38 | ||||
2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Midwest Trust Co | 31,044 | 7,357 | ||||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 983 | -1.11 | 233 | 5.45 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 3,534 | 4.56 | 837 | 11.75 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 11,560 | 3.07 | 2,739 | 10.13 | ||||
2025-08-06 | 13F | S&t Bank/pa | 5,999 | 0.00 | 1,422 | 6.84 | ||||
2025-07-23 | 13F | Charter Trust Co | 1,905 | 2.25 | 451 | 9.20 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 74,234 | -1.66 | 17,592 | 5.10 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 4,996 | 0.30 | 1,184 | 7.16 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 3,604 | -2.62 | 854 | 4.15 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 1,235 | -2.76 | 293 | 3.91 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 883 | 94.07 | 209 | 117.71 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 2,038 | -1.45 | 485 | 5.68 | ||||
2025-07-25 | 13F | Gibson Capital, LLC | 5,338 | -8.11 | 1,265 | -1.79 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 23,591 | -11.22 | 5,591 | -5.13 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 334 | -40.36 | 79 | -36.29 | ||||
2025-07-28 | 13F | Brown Financial Advisory | 117,257 | 16.66 | 27,787 | 24.68 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 93,286 | -1.20 | 22,107 | 5.59 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 21,713 | -32.39 | 5,146 | -27.75 | ||||
2025-07-15 | 13F | Sara-Bay Financial | 2,109 | -11.68 | 500 | -5.67 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 3,989 | -3.04 | 948 | 3.95 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 26,119 | 24.26 | 6,190 | 32.78 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 1,702 | 403 | ||||||
2025-08-14 | 13F | Helium Advisors LLC | 1,091 | 258 | ||||||
2025-08-08 | 13F | C V Starr & Co Inc | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 1,354 | -4.11 | 321 | -5.60 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12,382 | -13.79 | 2,934 | -7.85 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 1,352 | -32.30 | 320 | -27.60 | ||||
2025-07-24 | 13F | Lee Financial Co | 6,290 | -2.16 | 1,492 | 4.63 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 299 | 0.34 | 71 | 6.06 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 4,257 | -1.23 | 1,009 | 5.55 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 10,306 | -7.74 | 2,442 | -1.41 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 558 | 0.00 | 132 | 7.32 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 6,974 | -13.02 | 1,653 | -7.03 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 1,647 | 0.00 | 390 | 9.86 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 13,559 | 9.28 | 3,213 | 16.79 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 16,676 | -6.54 | 3,952 | -0.13 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 323 | 0.00 | 77 | 7.04 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 1,015 | 0.00 | 241 | 6.67 | ||||
2025-08-14 | 13F | Beck Mack & Oliver Llc | 930 | 0.00 | 220 | 6.80 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 4,043 | 9.42 | 958 | 16.97 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 5,938 | 0.73 | 1,407 | 7.73 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 32,131 | 48.98 | 7,614 | 59.22 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 453 | -9.94 | 107 | -3.60 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 907 | 215 | ||||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 44,063 | 1.74 | 10,442 | 8.74 | ||||
2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 1,761 | -5.12 | 417 | 1.46 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 43,910 | 2.84 | 10,406 | 9.90 | ||||
2025-07-11 | 13F | Petredis Investment Advisors Llc | 40,713 | -53.71 | 9,648 | -50.53 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | -30.56 | 71 | -25.26 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 4,282 | -3.73 | 1,015 | 2.84 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 1,131 | 6.00 | 269 | 13.56 | ||||
2025-08-12 | 13F | Camden National Bank | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 26,487 | 11.12 | 6,277 | 18.75 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 2,060 | 0.00 | 488 | 7.02 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3,670 | 1.49 | 870 | 8.49 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3,921 | -3.94 | 929 | 2.65 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 6,336 | 1.72 | 1,502 | 8.69 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 164 | -16.33 | 39 | -11.63 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 31,993 | 23,598.52 | 0 | -100.00 | ||||
2025-07-21 | 13F | Syntax Research, Inc. | 129 | 0.00 | 31 | 7.14 | ||||
2025-05-08 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 4,055 | 9.36 | 961 | 16.79 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 3,418 | 42.89 | 810 | 52.83 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 2,322 | 1.22 | 550 | 8.27 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 448 | 10.34 | 106 | 17.78 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 45,340 | -0.20 | 10,745 | 6.65 | ||||
2025-08-12 | 13F | Nuveen, LLC | 23,110 | -63.13 | 5,477 | -60.60 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 49,011 | 7.67 | 11,615 | 15.07 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 382,721 | 10,388.38 | 879 | 8.53 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 109,776 | 21.06 | 26,015 | 29.37 | ||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 1,456 | 0.00 | 345 | 7.14 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 884 | 210 | ||||||
2025-07-31 | 13F | Brighton Jones Llc | 12,827 | 5.63 | 3,040 | 12.89 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 586,082 | 41.20 | 119,464 | 29.79 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 21,034 | -28.81 | 4,985 | -29.78 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 1,050 | -39.13 | 249 | -35.08 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 2,048 | 7.06 | 487 | 14.62 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 862 | 204 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,551,461 | 26.88 | 604,645 | 35.59 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 21,175 | 0.71 | 5,018 | 7.64 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 912 | 0.55 | 216 | 7.46 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 12,951 | -24.18 | 3,069 | -18.96 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 497 | 1.84 | 118 | 8.33 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 18,361 | 37.08 | 4,351 | 46.50 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 3,742 | 14.02 | 887 | 21.87 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 1,251 | 1.05 | 296 | 8.03 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 3,564 | -48.08 | 845 | -44.55 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 27,903 | -0.64 | 6,612 | 6.18 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 116,307 | -1.56 | 27,654 | 5.55 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 2,303 | -43.11 | 546 | -39.24 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 41,071 | 23.09 | 9,733 | 31.56 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 88,416 | 1.63 | 20,953 | 8.02 | ||||
2025-07-28 | 13F | Aries Wealth Management | 50,278 | 4.76 | 11,915 | 11.95 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 39,646 | 4.81 | 9,395 | 12.02 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 3,616 | 0.00 | 1 | |||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 9,409 | 6.59 | 2,230 | 13.90 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 11,784 | 37.33 | 2,792 | 46.79 | ||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 1,141 | 0.00 | 276 | 8.70 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 2,058 | 0.34 | 488 | 7.25 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 16,176 | -4.72 | 3,833 | 1.83 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 148 | 0.00 | 36 | 6.06 | ||||
2025-07-30 | 13F | Cabot-Wellington, LLC | 8,639 | -44.99 | 2,047 | -41.21 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 8,921 | 8.51 | 2,114 | 15.96 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 1,794 | 5.34 | 425 | 12.73 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Red Tortoise LLC | 48 | 0.00 | 11 | 10.00 | ||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 5,036 | 17.58 | 1,193 | 25.71 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 1,470 | -14.09 | 348 | -8.18 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 2,644 | 61.71 | 627 | 72.93 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 4,408 | 8.20 | 1,045 | 15.61 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 8,242 | -0.35 | 1,953 | 6.49 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 7,414 | -84.47 | 1,803 | -82.96 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 17,675 | -5.99 | 4,189 | 0.46 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 22,022 | 1.28 | 5,219 | 8.23 | ||||
2025-07-25 | 13F | Griffin Asset Management, Inc. | 1,882 | -18.46 | 446 | -12.92 | ||||
2025-08-12 | 13F | Holderness Investments Co | 1,003 | 238 | ||||||
2025-08-05 | 13F | Ellevest, Inc. | 34,645 | -78.33 | 8,210 | -76.84 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 2,653 | -33.14 | 629 | -28.56 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Gpwm Llc | 53,839 | -0.29 | 12,759 | 6.56 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 81 | 19 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 7,378 | 17.00 | 1,748 | 25.04 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 24,260 | 6.11 | 5,749 | 13.39 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 440,412 | 57.77 | 66,954 | 8.16 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 6,441 | 0.00 | 1,428 | 0.00 | ||||
2025-05-07 | 13F/A | Meridian Management Co | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 130,593 | 13.26 | 30,948 | 21.04 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 1,634 | -0.37 | 387 | 6.61 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 1,010 | -32.71 | 239 | -28.01 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 147,823 | 0.75 | 35,031 | 7.67 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 31,317 | -4.48 | 7,422 | 2.09 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 137,666 | 2.09 | 32,624 | 9.10 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 455 | 0.00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 15,157 | 12.03 | 3,592 | 19.73 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 2,263 | 0.00 | 536 | 6.99 | ||||
2025-08-12 | 13F | Umpqua Bank | 1,343 | 325 | ||||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 44,547 | 5.85 | 10,557 | 13.12 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 19,330 | -14.88 | 4,581 | -9.04 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 2 | -99.99 | 0 | -100.00 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 67,103 | -19.41 | 15,902 | -13.87 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 28,120 | -2.43 | 6,664 | 4.29 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 816 | 36.45 | 181 | 25.87 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 100,352 | -1.28 | 23,781 | 5.50 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37,474 | 32.05 | 8,881 | 41.13 | ||||
2025-07-22 | 13F | Schwab Charitable Fund | 1,571 | 0.00 | 372 | 6.90 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 183,507 | -17.67 | 43,488 | -12.02 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 289 | 0.00 | 68 | 6.25 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 2,405 | -1.76 | 570 | 4.98 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 942,231 | -1.49 | 223,290 | 5.28 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 1,391 | -6.64 | 330 | -0.30 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 842 | -9.27 | 200 | -2.93 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | one8zero8, LLC | 647 | -24.50 | 153 | -19.47 | ||||
2025-08-13 | 13F | Keystone Financial Group | 20,028 | -0.41 | 4,746 | 6.44 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 8,181 | 21.06 | 1,939 | 29.37 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 295 | 0.00 | 70 | 6.15 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Novem Group | 1,826 | 0.83 | 433 | 7.73 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 1,314 | -12.17 | 311 | -6.04 | ||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 7,448 | 0.49 | 1,652 | -7.25 | ||||
2025-07-09 | 13F | Roth Financial Partners LLC | 12,088 | -11.31 | 2,865 | -5.23 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3,936 | 3.14 | 933 | 10.17 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 739,391 | 16.52 | 174,567 | 23.95 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4,574 | 0.00 | 1,084 | 6.80 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 90 | 0.00 | 21 | 0.00 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 10,447 | 0.00 | 2,476 | 6.87 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 2,780 | -2.01 | 1 | |||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 8,227 | -19.07 | 1,950 | -13.53 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 1,407 | 3.23 | 333 | 10.26 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 2,506 | 153.13 | 594 | 170.78 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Lazard Asset Management Llc | 30,996 | -12.98 | 7 | 0.00 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 287 | 0.00 | 68 | 7.94 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 20,217 | 0.00 | 4,483 | 0.00 | ||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 4,051 | 5.77 | 1 | |||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 38,918 | 0.05 | 9,223 | 6.92 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 2,570 | 0.00 | 609 | 7.03 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 19,933 | 1.12 | 5 | 0.00 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 24,918 | 0.32 | 5,905 | 7.23 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Aufman Associates Inc | 145,848 | -0.29 | 34,563 | 6.56 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 2,681 | -15.74 | 638 | -9.63 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 893 | 212 | ||||||
2025-07-25 | 13F | Libra Wealth Llc | 3,844 | 4.17 | 911 | 11.25 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 11,846 | -60.63 | 2,807 | -57.93 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 5,002 | 3.99 | 1,185 | 11.16 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 69,560 | 4.45 | 15,425 | -3.61 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 258,797 | 2.78 | 61 | 10.91 | ||||
2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 54,460 | 2.06 | 12,906 | 9.06 | ||||
2025-07-30 | 13F | Jacobsen Capital Management | 21,823 | 19.30 | 5,172 | 27.49 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 66,690 | 626.79 | 15,804 | 676.99 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 2,331 | 20.22 | 552 | 28.67 | ||||
2025-07-18 | 13F | Vicus Capital | 4,795 | -3.93 | 1,136 | 2.71 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 63,016 | -12.89 | 14,934 | -8.57 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 262 | 0.00 | 62 | 6.90 | ||||
2025-08-14 | 13F | Navigoe, LLC | 97 | 0.00 | 0 | |||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 55 | 13 | ||||||
2025-08-06 | 13F | SP Asset Management LLC | 109,028 | -17.64 | 25,837 | -11.99 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 2,930 | 0.27 | 708 | 9.27 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 1,889 | -7.90 | 448 | -5.30 | ||||
2025-07-28 | 13F | DORVAL Corp | 41,444 | 4.61 | 9,821 | 4.35 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 5,784 | -1.60 | 1,371 | 5.14 | ||||
2025-07-29 | 13F | DeDora Capital, Inc. | 74,960 | 3.21 | 17,764 | 10.29 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2,725 | 7.92 | 646 | 15.38 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 12,275 | 114.04 | 2,909 | 128.80 | ||||
2025-08-07 | 13F | Searle & Co. | 2,500 | 0.00 | 592 | 6.86 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 850 | 201 | ||||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 3,944 | 33.65 | 935 | 42.81 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 6,971 | 32.15 | 1,652 | 41.23 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 1,841 | -0.86 | 0 | |||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1,284 | -0.54 | 0 | |||||
2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 6,759 | -5.11 | 1,602 | 1.39 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 48,085 | 3.84 | 11,425 | 11.27 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 907 | -33.31 | 215 | -28.90 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 4,389 | 13.88 | 1,040 | 21.78 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 17 | 142.86 | 4 | 300.00 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 5,847 | -18.52 | 1,369 | -8.49 | ||||
2025-07-24 | 13F | Eastern Bank | 631 | -1.71 | 150 | 4.93 | ||||
2025-08-13 | 13F | Quest Investment Management Llc | 20,328 | -18.57 | 4,817 | -12.97 | ||||
2025-07-21 | 13F | Washington Growth Strategies Llc | 17,685 | 7,866.22 | 4 | 33.33 | ||||
2025-08-13 | 13F | M&t Bank Corp | 311,926 | 11.22 | 73,920 | 18.86 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 22,256 | 119.14 | 5,274 | 134.19 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 3,426 | 0.00 | 812 | 6.85 | ||||
2025-05-08 | 13F | Goodman Financial Corp | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 24,247 | -2.67 | 5,746 | 4.04 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 17,019 | -0.36 | 4,033 | 6.41 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 19,577 | -4.33 | 4,639 | 2.25 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 18,647 | 45.38 | 4,419 | 55.38 | ||||
2025-07-15 | 13F | Maseco Llp | 3,294 | 781 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 21,905 | 5,191 | ||||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 79,327 | 4.48 | 19,179 | 13.91 | ||||
2025-07-09 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Glenview Trust Co | 90,668 | 30.53 | 21,487 | 39.50 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 4,902 | -1.21 | 1,162 | 5.55 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 22,864 | -6.54 | 5,418 | -0.11 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 360 | -7.93 | 85 | -1.16 | ||||
2025-08-18 | 13F | V2 Financial group LLC | 3,548 | -1.61 | 841 | 5.13 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 1,743 | 0.11 | 413 | 6.99 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 27,213 | 6.59 | 6,449 | 13.92 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 649 | -31.97 | 154 | -27.49 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 65 | 18.18 | 15 | 25.00 | ||||
2025-07-29 | 13F | Ariston Services Group | 19,644 | 46.90 | 4,655 | 57.00 | ||||
2025-08-12 | 13F | Martin Worley Group | 1,249 | -0.87 | 296 | 5.73 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Pflug Koory, LLC | 473 | 3.73 | 112 | 10.89 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 13,720 | -0.05 | 3,251 | 6.84 | ||||
2025-08-04 | 13F | Evergreen Advisors, LLC | 886 | 210 | ||||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 7,755 | -4.45 | 1,720 | -0.69 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 12,698 | -19.17 | 3,009 | -13.61 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 115,757 | 2.93 | 27,432 | 10.00 | ||||
2025-07-28 | 13F | Pandi, LLC | 232,630 | 0.00 | 55,129 | 6.87 | ||||
2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 388,791 | -1.65 | 92,136 | 5.10 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 75,252 | -0.07 | 17,833 | 5.90 | ||||
2025-07-23 | 13F | Hall Capital Management Co Inc | 6,175 | 0.88 | 1,463 | 7.81 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 63,293 | -24.25 | 14,999 | -19.05 | ||||
2025-08-12 | 13F | Lionshead Wealth Management, LLC | 2,445 | 9.01 | 582 | 16.90 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 22,427 | 5.12 | 5,315 | 12.35 | ||||
2025-08-14 | 13F | Dimension Capital Management Llc | 7,045 | -2.61 | 1,670 | 4.05 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4,943 | -4.74 | 1,171 | 1.83 | ||||
2025-07-11 | 13F | LongView Wealth Management | 14,687 | -32.58 | 3,480 | -27.95 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 103 | 0.00 | 24 | 9.09 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 63,460 | 17.72 | 15,039 | 25.81 | ||||
2025-05-07 | 13F | Trilogy Capital Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 274 | 0.00 | 0 | |||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 20,267 | 9.46 | 4,803 | 16.98 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2,477 | 587 | ||||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 1,807 | 36.17 | 428 | 45.58 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 48,226 | -2.24 | 11,429 | 4.47 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 40,121 | -4.49 | 9,508 | 2.07 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | Garde Capital, Inc. | 166,380 | -4.64 | 39,429 | 1.90 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 6,232 | 0.16 | 1,531 | 11.92 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6,926 | 16.52 | 1,641 | 24.60 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 10,561 | 38.12 | 2,364 | 39.47 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 888 | 95.16 | 210 | 118.75 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 5,864 | -1.15 | 1,418 | 7.76 | ||||
2025-04-23 | 13F | Bluesphere Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 32,288 | 0.11 | 7,652 | 6.98 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2,559 | 3.02 | 606 | 10.18 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 19,428 | -0.26 | 4,604 | 6.60 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 64,382 | -0.06 | 15,257 | 6.81 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 77,248 | 3.69 | 18,367 | 11.17 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 8,500 | 2,014 | ||||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 3,797 | -28.59 | 900 | -23.75 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 72,433 | 225.78 | 17,165 | 248.17 | ||||
2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 1,280 | 277 | ||||||
2025-07-15 | 13F | Fifth Third Bancorp | 308,790 | -4.61 | 73,177 | 1.94 | ||||
2025-07-15 | 13F | Pictet North America Advisors SA | 14,172 | -54.25 | 3,358 | -51.11 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 119 | 0.00 | 28 | 7.69 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 1,761 | 0.00 | 419 | 7.18 | ||||
2025-08-01 | 13F | Motco | 116 | 0.00 | 28 | 12.00 | ||||
2025-08-14 | 13F | Private Wealth Advisors, LLC | 8,740 | 2,071 | ||||||
2025-07-23 | 13F | Sachetta, LLC | 4,348 | 0.35 | 1,030 | 7.29 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 3,211 | 0.00 | 1 | |||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 23,442 | -3.38 | 5,555 | 3.25 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2,306 | 0.00 | 546 | 6.85 | ||||
2025-08-14 | 13F | Sentinus, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Summit Global Investments | 1,080 | 0 | ||||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 848 | -0.70 | 201 | 6.35 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 12,847 | 3.91 | 3,045 | 11.05 | ||||
2025-07-29 | 13F | Ballast, Inc. | 9,885 | -93.55 | 2,343 | -93.11 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 6,946 | -3.42 | 1,646 | 3.26 | ||||
2025-08-01 | 13F | Teacher Retirement System Of Texas | 299,349 | 0.00 | 70,940 | 6.87 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 39,373 | 2.11 | 9,331 | 9.12 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 29,295 | -10.10 | 6,942 | -3.93 | ||||
2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 112,399 | 11,756.43 | 26,637 | 12,062.56 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 10,685 | 0.19 | 2,532 | 7.11 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6,857 | 22.75 | 1,625 | 31.18 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 25,956 | -11.03 | 6,377 | -1.42 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 814 | -20.51 | 193 | -15.42 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 1,888 | 16.26 | 447 | 24.17 | ||||
2025-08-14 | 13F | Sei Investments Co | 15,515 | 34.48 | 3,677 | 43.71 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 1,545 | 35.65 | 367 | 45.63 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 78 | 2,500.00 | 18 | -64.71 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 665 | 0.00 | 158 | 6.80 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 19,200 | 3.35 | 4,550 | 10.44 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4,220 | 0.00 | 1,000 | 6.95 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 12,059 | 18.63 | 2,862 | 27.09 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 3,883 | 6.88 | 920 | 14.29 | ||||
2025-08-12 | 13F | Archer Investment Corp | 1,629 | 18.04 | 386 | 26.14 | ||||
2025-07-29 | 13F | Yoffe Investment Management, LLC | 14,459 | 0.00 | 3,427 | 6.86 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 78,109 | -2.99 | 18,510 | 3.67 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 18,306 | -64.55 | 4,338 | -65.04 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 32,915 | -5.53 | 7,800 | 0.96 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 247 | 0.41 | 59 | 7.41 | ||||
2025-07-15 | 13F | Graypoint LLC | 23,161 | 46.06 | 5,489 | 56.09 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 546 | 0.00 | 129 | 6.61 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 4,191 | -11.15 | 993 | -4.98 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 25,505 | 2.50 | 6,044 | 9.55 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 951 | 0.00 | 225 | 7.14 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 4,993 | 0.30 | 1,183 | 7.25 | ||||
2025-08-18 | 13F | Brick & Kyle, Associates | 36,726 | 2.22 | 9 | 28.57 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 2,368 | 3.45 | 561 | 10.65 | ||||
2025-08-05 | 13F | Lincoln National Corp | 292,062 | 4.06 | 69,213 | 11.21 | ||||
2025-08-08 | 13F | AJ Advisors, LLC | 59,562 | -4.75 | 14,115 | 1.80 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11,522 | 5.73 | 2,730 | 13.00 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 69,123 | 2.66 | 16,381 | 9.71 | ||||
2025-07-31 | 13F | GenTrust, LLC | 17,606 | -9.88 | 4,186 | -3.37 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,917,060 | 1.29 | 454,305 | 8.25 | ||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 339 | 80 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 267,629 | 5.67 | 63 | 12.50 | ||||
2025-05-08 | 13F | BCGM Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 665,898 | -1.61 | 157,805 | 5.15 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 2,272 | 7.22 | 1 | |||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 18,455 | 894.88 | 4,373 | 963.99 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 857 | 0.00 | 203 | 6.84 | ||||
2025-07-17 | 13F | Crane Advisory, LLC | 74,542 | -5.51 | 18,061 | 11.24 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 62,010 | 2.86 | 14,695 | 9.93 | ||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 341,352 | -6.50 | 80,894 | -0.08 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 15,762 | 0.72 | 3,735 | 7.64 | ||||
2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 150 | 19.05 | 36 | 29.63 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 136,154 | 7.57 | 32,273 | 14.98 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2,225 | -5.92 | 527 | 0.57 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 19,373 | -0.27 | 4,683 | 8.71 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 14,567 | 24.00 | 3,452 | 32.48 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 17,453 | 202.58 | 4,136 | 223.63 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 6,544 | 0.00 | 1,556 | 7.17 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 5,105 | 4.74 | 1,210 | 11.94 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 4,983 | 8.47 | 1,181 | 15.91 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A | 3,300 | -52.17 | 782 | -48.89 | ||||
2025-07-23 | 13F | Asset Planning Corporation | 22,428 | -1.40 | 5,315 | 5.37 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 2,595 | -81.93 | 615 | -80.69 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 37,699 | 250.56 | 8,934 | 274.71 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 11,705 | 0.11 | 2,774 | 6.98 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 2,657 | -10.75 | 630 | -4.70 | ||||
2025-04-23 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Register Financial Advisors LLC | 929 | -7.47 | 220 | -0.90 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 1,655 | -1.95 | 392 | 4.81 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 1,597 | -18.14 | 378 | -12.50 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 261 | 0.00 | 0 | |||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 641 | 23.98 | 152 | 32.46 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 76,939 | 3.91 | 18,233 | 11.05 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 17,709 | -0.19 | 4,211 | 7.02 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 19,072 | -9.77 | 4,520 | -3.58 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1,261 | 5.79 | 299 | 12.88 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 37,526 | 1,545.88 | 8,893 | 1,660.79 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 124,643 | 21.65 | 29,538 | 30.00 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 26,161 | -8.39 | 6,200 | -2.08 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 32,742 | -1.98 | 8 | 0.00 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 6,534 | 0.37 | 1,548 | 7.28 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 1,203 | 0.84 | 285 | 7.95 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 27,575 | -4.83 | 6,535 | 1.70 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 7,633 | -0.30 | 1,809 | 6.54 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 669 | 159 | ||||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 6,768 | 10.10 | 1,604 | 17.61 | ||||
2025-07-29 | 13F | Systelligence, LLC | 35,114 | 8,321 | ||||||
2025-05-29 | NP | JAHBX - Small Cap Value Trust NAV | 36,414 | -41.85 | 8,075 | -46.33 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 86,776 | 59.74 | 20,571 | 70.76 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 12,036 | 16.84 | 2,852 | 24.87 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 1,977 | -10.10 | 469 | -3.90 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2,279 | -70.09 | 540 | -68.03 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 5,705 | 0.00 | 1,352 | 6.80 | ||||
2025-07-25 | 13F | Cypress Capital Group | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11,522 | -3.32 | 2,739 | 3.67 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 1,520 | 0.00 | 361 | 7.12 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 20,306 | 0.07 | 4,812 | 6.96 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 548 | 10.26 | 130 | 17.27 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 16,308 | -19.38 | 3,865 | -13.85 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 171,223 | -0.87 | 40,576 | 5.94 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 12,478 | -1.19 | 3 | 0.00 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 5,645 | 6.31 | 1,338 | 13.59 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 125 | 0.81 | 30 | 0.00 | ||||
2025-07-21 | 13F | Riverview Trust Co | 4,097 | 0.00 | 971 | 6.83 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 7,209 | -68.96 | 1,708 | -66.83 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 1,008 | 0.00 | 239 | 6.73 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 10,276 | 0.14 | 2,435 | 7.03 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 3,721 | 12.11 | 882 | 19.70 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6,102 | 103.60 | 1,446 | 117.77 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 14,753 | -3.95 | 3,496 | 2.67 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 6,170 | -56.59 | 1,462 | -53.60 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 2,821 | 0.21 | 669 | 7.05 | ||||
2025-08-13 | 13F | McCollum Christoferson Group LLC | 2,843 | 0.00 | 674 | 6.83 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 813 | -17.71 | 193 | -12.33 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Team Financial Group, LLC | 82 | 19 | ||||||
2025-07-30 | 13F | Advantage Trust Co | 1,437 | 34.68 | 341 | 44.07 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 40,956 | 3.68 | 9,706 | 10.80 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 28,828 | -2.08 | 6,832 | 4.64 | ||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 53,727 | 6.18 | 12,732 | 13.48 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 34,366 | -12.29 | 8,144 | -6.26 | ||||
2025-08-12 | 13F | Sandhill Capital Partners LLC | 2,612 | -1.17 | 619 | 5.46 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 2,666 | -43.92 | 608 | -38.21 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 560 | 25.84 | 133 | 34.69 | ||||
2025-07-10 | 13F | Park Capital Management, LLC / WI | 899 | -36.82 | 213 | -32.38 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 333,977 | -2.36 | 79,146 | 4.35 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 61,129 | -7.11 | 14,486 | -0.73 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 6,588 | -0.06 | 1,561 | 6.84 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 20,645 | 163.63 | 4,893 | 181.80 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 1,806 | 428 | ||||||
2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 42,259 | 29.40 | 10,015 | 38.30 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 341,352 | -6.50 | 80,894 | -0.08 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 9,694 | -2.47 | 2,297 | 4.22 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 3,522 | -0.37 | 835 | 6.51 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 17,201 | -15.18 | 4,076 | -9.36 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 14,877 | 2.69 | 3,526 | 9.74 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 2,685 | -14.49 | 636 | -8.62 | ||||
2025-08-12 | 13F | Ade, Llc | 1,090 | 258 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 12,480 | 12.99 | 2,957 | 20.74 | ||||
2025-08-06 | 13F | North Capital, Inc. | 3,473 | 0.00 | 823 | 6.75 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 1,983 | 3.34 | 470 | 10.35 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | FF Advisors,LLC | 1,617 | 0.00 | 383 | 7.89 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 35,019 | 1.00 | 8,299 | 7.93 | ||||
2025-08-01 | 13F | First National Trust Co | 3,589 | 0.98 | 851 | 7.87 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 36,672 | 15.59 | 8,691 | 23.53 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 2,385 | 0.00 | 565 | 7.01 | ||||
2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 16,906 | -3.43 | 4,006 | 3.19 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1,016,812 | 120.75 | 241,687 | 136.62 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 35,042 | 5.02 | 8,304 | 12.23 | ||||
2025-07-17 | 13F | Sterling Wealth Advisors Inc | 3,316 | 0.00 | 803 | 9.25 | ||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 2,116 | 50.71 | 502 | 61.09 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 1,100 | 0.00 | 261 | 7.00 | ||||
2025-07-23 | 13F | MADDEN SECURITIES Corp | 8,227 | 6.37 | 1,950 | 13.64 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 1,742 | 0.00 | 413 | 6.74 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 2,070 | -1.33 | 491 | 5.38 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 8,193 | 0.00 | 1,817 | -7.72 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 58,506 | 18.43 | 13,865 | 26.55 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 12,434 | 104.47 | 2,947 | 118.55 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 26,658 | -2.74 | 6,317 | 3.95 | ||||
2025-04-11 | 13F | OLIO Financial Planning | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 13,979 | 3,313 | ||||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 1,723 | 10.52 | 410 | 18.55 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 24,190 | 0.91 | 5,733 | 7.85 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 143,610 | 6.46 | 34,033 | 13.77 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | CPA Asset Management LLC | 5,094 | 0.00 | 1,207 | 6.91 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,254 | 2.53 | 297 | 9.59 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 78,252 | 100.73 | 18,545 | 114.18 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 42 | 0.00 | 0 | |||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,802 | -10.65 | 901 | -4.45 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 5,987 | 5.02 | 1,419 | 12.18 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2,549 | -40.53 | 604 | -36.42 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7,056 | -29.02 | 1,672 | -24.14 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 33,687 | 0.26 | 7,983 | 7.15 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 3,689 | 48.81 | 874 | 59.20 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 945 | -4.45 | 224 | 1.83 | ||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 5,620 | 14.09 | 1,332 | 21.89 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 4,434 | 6.03 | 1,078 | 33.09 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10,989 | -10.09 | 2,604 | -3.91 | ||||
2025-08-04 | 13F | Golden Road Advisors Llc | 68,263 | 1.21 | 16,177 | 8.16 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 8,725 | 8.02 | 2,070 | 15.52 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 1,596 | 5.28 | 382 | 13.69 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 2,253 | 2.78 | 534 | 9.67 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 424 | -25.87 | 100 | -20.63 | ||||
2025-05-05 | 13F | Copperwynd Financial, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 1,448 | 8.14 | 343 | 18.69 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 104,761 | 3.53 | 24,826 | 10.64 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 1,844 | -1.55 | 437 | 5.06 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 1,554 | 0.13 | 368 | 6.98 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 887 | 210 | ||||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 164 | 39 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 132,760 | 25.32 | 31,461 | 33.93 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 1,130 | -97.64 | 267 | -97.48 | ||||
2025-08-15 | 13F | Security National Bank Of So Dak | 4,200 | 0.00 | 995 | 6.87 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 759 | -69.66 | 180 | -67.69 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2,271 | 0.00 | 538 | 6.96 | ||||
2025-07-15 | 13F | Santori & Peters, Inc. | 6,154 | -0.08 | 1,458 | 6.81 | ||||
2025-08-12 | 13F | Wulff, Hansen & Co. | 1,740 | 2.96 | 412 | 10.16 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 56,557 | 196.86 | 13,447 | 218.35 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 48 | -81.18 | 11 | -80.36 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 96,008 | 2.26 | 21,290 | -5.63 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 48,891 | -0.74 | 11,586 | 6.08 | ||||
2025-07-21 | 13F | Capital Planning LLC | 43,671 | -0.70 | 10,383 | 6.48 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5,592 | -26.46 | 1,325 | -21.41 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 15,743 | -3.66 | 4 | 0.00 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 4,852 | -10.31 | 1,150 | -4.17 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 1,485 | -22.78 | 352 | -17.61 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 20,327 | 18.84 | 4,817 | 27.03 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 15,822 | -2.37 | 3,749 | 4.34 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 24,016 | 0.73 | 5,691 | 7.66 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3,401 | 2.04 | 806 | 9.08 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 685 | 162 | ||||||
2025-08-22 | 13F | Carter Financial Group, INC. | 1,142 | 272 | ||||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 3,388 | -55.90 | 816 | -52.31 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 42,795 | -27.76 | 10 | -23.08 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 57,743 | 2.75 | 13,684 | 9.81 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 131,788 | 4.51 | 31,231 | 11.69 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 13,683 | -2.37 | 3,034 | -13.26 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 14,479 | 1.08 | 3,434 | 8.09 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 35,153 | -45.45 | 8,358 | -41.51 | ||||
2025-05-12 | 13F | Pcg Asset Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Schroder Investment Management Group | 949 | 225 | ||||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 77,378 | 6.09 | 18,337 | 13.37 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 489 | -55.95 | 116 | -53.25 | ||||
2025-08-14 | 13F | Peak Asset Management, LLC | 7,649 | 0.00 | 1,813 | 6.84 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 80,275 | 1.23 | 19,024 | 8.18 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 28,518 | 1.61 | 6,758 | 8.60 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 6,314 | -0.02 | 1,496 | 6.86 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 1,147 | -1.88 | 272 | 4.63 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 47,929 | 1.52 | 11,358 | 8.49 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 10,453 | 0.48 | 2,477 | 7.42 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 22 | 0.00 | 5 | 25.00 | ||||
2025-07-21 | 13F | Intrinsic Value Partners, LLC | 9,528 | 17.85 | 2,258 | 25.95 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 5,272 | -2.23 | 1,249 | 4.52 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 41,991 | -0.85 | 9,951 | 5.96 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 1,679 | -41.62 | 398 | -37.68 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 13,497 | 1.95 | 3,199 | 8.96 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 1,156 | 0.00 | 274 | 6.64 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 914 | -9.24 | 217 | -3.14 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 33 | 0.00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 6,964,529 | 4.61 | 1,653,133 | 12.04 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 1,631 | 0.00 | 387 | 6.93 | ||||
2025-04-28 | NP | JSCNX - Small Cap Value Fund Class NAV | 31,397 | 124.04 | 7,460 | 104.36 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 5,198 | -7.79 | 1,232 | -1.44 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 3,136 | 0.00 | 743 | 6.91 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 18,318 | 3.82 | 4,341 | 10.97 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 3,757 | 38.74 | 908 | 62.14 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 13,033 | -1.56 | 3,089 | 5.21 | ||||
2025-05-01 | 13F | Mason Investment Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Trust Point Inc. | 3,354 | -3.48 | 795 | 3.12 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 6,696 | -10.30 | 1,587 | -4.17 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6,153 | 0.70 | 1 | 0.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3,925,111 | 2.58 | 930,173 | 9.63 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 894 | 212 | ||||||
2025-08-12 | 13F | Asset Management Group, Inc. | 51,635 | -0.33 | 12,237 | 6.52 | ||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 26,489 | -27.86 | 6,277 | -22.91 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 1,369 | 0.00 | 324 | 6.93 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 19,526 | 26.25 | 4,627 | 34.94 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 2,026 | -2.69 | 480 | 4.12 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 1,457 | 0.07 | 345 | 7.14 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 17,902 | 0.00 | 3,970 | -7.72 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 1,140 | -7.47 | 270 | -1.10 | ||||
2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 2,041 | -12.14 | 484 | -6.21 | ||||
2025-08-13 | 13F | Employees Retirement System of Texas | 226,425 | 0.00 | 54 | 6.00 | ||||
2025-07-10 | 13F | Envision Financial LLC | 9,436 | 11.71 | 2,236 | 19.38 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 51,548 | 6.61 | 12,216 | 13.94 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 18,848 | 4.23 | 4,467 | 11.37 | ||||
2025-08-14 | 13F | State Street Corp | 383,669 | 31.00 | 91,224 | 40.47 | ||||
2025-08-11 | 13F | Tidemark, LLC | 82 | 0.00 | 19 | 5.56 | ||||
2025-07-16 | 13F | Old North State Wealth Management, LLC | 12,942 | -4.82 | 3,070 | 1.72 | ||||
2025-05-13 | 13F | Certus Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 2,150 | -11.74 | 510 | -5.74 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 50 | 0.00 | 12 | 0.00 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 583,423 | 1.26 | 138,260 | 8.21 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 82,151 | 4.66 | 19,468 | 11.85 | ||||
2025-08-13 | 13F | WealthTrust Axiom LLC | 1,475 | 0.00 | 350 | 6.73 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 345,967 | 1.41 | 81,987 | 8.37 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 33,922 | 6.01 | 8,039 | 13.28 | ||||
2025-07-10 | 13F | Rfg Holdings, Inc. | 49,578 | 16.25 | 11,749 | 24.21 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 1,341 | 0.00 | 318 | 6.73 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 1,469 | 0.00 | 348 | 7.08 | ||||
2025-08-06 | 13F | Eukles Asset Management | 3 | 0.00 | 1 | |||||
2025-07-28 | 13F | IFG Advisors, LLC | 20,733 | 3.56 | 4,913 | 10.68 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15,962 | -14.43 | 3,783 | -8.56 | ||||
2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | GK Wealth Management LLC | 6,480 | 15.00 | 1,536 | 22.90 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 194,596 | 10.32 | 46,116 | 17.89 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 14,787 | -1.62 | 3,504 | 5.13 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 1,255 | -14.57 | 297 | -8.62 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 70,470 | -19.54 | 16,700 | -14.02 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 6,119 | -2.81 | 1,450 | 3.87 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 6,929 | 40.75 | 1,642 | 50.41 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | YANKCOM Partnership | 40 | 0.00 | 9 | 12.50 | ||||
2025-08-11 | 13F | Strategic Equity Management | 1,309 | -89.53 | 310 | -88.82 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 8,273 | 51.05 | 1,960 | 61.45 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 170 | 0.00 | 40 | 8.11 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 7,596 | 48.10 | 1,800 | 58.31 | ||||
2025-05-12 | 13F | Barrow Hanley Mewhinney & Strauss Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
2025-04-11 | 13F | Permanent Capital Management, LP | 54,753 | 0.41 | 12,141 | -7.33 | ||||
2025-07-16 | 13F | Randolph Co Inc | 121,084 | 1.05 | 28,694 | 7.99 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 28,374 | 3.00 | 6,724 | 10.07 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 24 | 5 | ||||||
2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 6,334 | 0.00 | 1,501 | 6.91 | ||||
2025-07-10 | 13F | Clare Market Investments LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 805 | -3.48 | 191 | 2.70 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 4,668 | -0.06 | 1,106 | 6.86 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 43,109 | 2.33 | 10,569 | 15.74 | ||||
2025-08-14 | 13F | Family Management Corp | 150 | -1.96 | 36 | 6.06 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 3,082 | -12.47 | 730 | -6.41 | ||||
2025-07-07 | 13F | Armstrong Henry H Associates Inc | 1,745 | 0.00 | 414 | 6.99 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 49,472 | -2.01 | 11,724 | 4.72 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 133 | 0.00 | 32 | 6.90 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 1,410 | 334 | ||||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 3,436 | 0.00 | 814 | 6.96 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 847 | 201 | ||||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 8,538 | -0.44 | 2,023 | 6.42 | ||||
2025-07-29 | 13F | Cidel Asset Management Inc | 5,432 | 1.31 | 1,287 | 8.24 | ||||
2025-08-14 | 13F | New England Asset Management Inc | 7,340 | 0.00 | 1,739 | 6.88 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 41,381 | 19.93 | 9,806 | 28.17 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 5,264 | 1,247 | ||||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 100,731 | 4.56 | 23,871 | 11.74 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 554 | 2.78 | 131 | 10.08 | ||||
2025-08-07 | 13F | American Alpha Advisors, LLC | 19,216 | 8.27 | 4,554 | 15.71 | ||||
2025-07-21 | 13F | 25 Llc | 52,637 | 3.21 | 12,474 | 10.30 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 16,306 | -27.58 | 3,864 | -22.61 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 3,816 | -19.92 | 904 | -14.39 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 158,502 | -4.59 | 37,562 | 1.97 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 394 | 0.00 | 93 | 6.90 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 2,407 | -0.78 | 570 | 6.15 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8,180 | 3.69 | 1,938 | 10.81 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Flower City Capital | 1,346 | 0.00 | 320 | 7.38 | ||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 41,403 | 8.73 | 9,812 | 16.19 | ||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 3 | 1 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 96,662 | 0.68 | 22,907 | 7.60 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 6,306 | -11.11 | 1,494 | -5.02 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 28,592 | 39.34 | 6,776 | 48.90 | ||||
2025-05-14 | 13F | Barnes Wealth Management Group, Inc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | PFG Investments, LLC | 7,437 | 11.02 | 1,763 | 18.65 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 64,955 | 3.36 | 15,393 | 10.46 | ||||
2025-08-08 | 13F | Advisory Resource Group | 2,685 | 0.19 | 636 | 7.07 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 434,073 | 8.54 | 102,867 | 15.99 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 42,411 | -6.25 | 10,050 | 0.19 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 46,407 | -1.19 | 10,997 | 5.60 | ||||
2025-08-11 | 13F | Citigroup Inc | 325,006 | -2.98 | 77,020 | 3.68 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 1,233 | -1.20 | 292 | 5.80 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4,413 | -17.87 | 1,046 | -12.26 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 1,092 | -75.46 | 259 | -73.83 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 546,104 | 12.49 | 129,416 | 20.21 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 59,552 | -61.85 | 14,113 | -59.24 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 5,769 | -13.42 | 1,372 | -2.35 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 42,200 | -20.38 | 10,001 | -14.91 | |||
2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5,026 | -6.48 | 1,191 | 0.00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 5,000 | -57.98 | 1,185 | -55.12 | |||
2025-08-05 | 13F | Astra Wealth Partners LLC | 3,515 | 13.64 | 833 | 21.61 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 384,718 | 53.26 | 93,567 | 68.09 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 14,601 | 16.85 | 3,460 | 24.86 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 35,299 | 0.52 | 8,365 | 7.42 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 3,046 | 0.00 | 722 | 6.81 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5,261 | 2.29 | 1,247 | 9.30 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 26,596 | 10.71 | 6,303 | 17.93 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 62,333 | 55.41 | 14,772 | 66.10 | ||||
2025-08-11 | 13F | Clark Estates Inc/ny | 1,350 | 0.00 | 320 | 6.69 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 13,748 | -1.47 | 3,258 | 5.30 | ||||
2025-08-13 | 13F | Alerus Financial Na | 291 | 69 | ||||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 1,375 | -22.40 | 326 | -17.30 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 51,377 | 117.18 | 12,175 | 132.13 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 1 | 0.00 | 0 | |||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 5,680 | 48.61 | 1,346 | 48.24 | ||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 2,449 | 0.00 | 580 | 6.81 | ||||
2025-07-29 | 13F | Sims Investment Management, Llc | 1,597 | -5.78 | 378 | 0.80 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 3,076 | -28.86 | 729 | -24.01 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 4,130 | 19.36 | 979 | 27.51 | ||||
2025-08-08 | 13F | Allianz Se | 245 | -99.26 | 58 | -99.21 | ||||
2025-07-17 | 13F | KWB Wealth | 1,267 | 0.00 | 281 | -7.89 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 6,555 | 12.40 | 1,553 | 20.11 | ||||
2025-07-17 | 13F | Greenleaf Trust | 5,815 | -2.87 | 1,378 | 3.84 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 8,421 | 3.21 | 1,996 | 10.28 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 699,404 | 27.37 | 165,745 | 36.12 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 39,001 | 4.49 | 9,242 | 11.30 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 534,238 | 9.75 | 126,604 | 17.29 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 6,921 | -0.07 | 1,646 | 7.17 | ||||
2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 1,998 | 4.06 | 473 | 11.29 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 8,459 | 16.53 | 2,005 | 24.55 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 1,203 | -15.64 | 285 | -9.81 | ||||
2025-07-07 | 13F | Investors Research Corp | 73 | 0.00 | 17 | 6.25 | ||||
2025-08-14 | 13F | Spectrum Financial Alliance Ltd LLC | 45,629 | -1.60 | 10,926 | 6.25 | ||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 890 | -19.09 | 211 | -13.58 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 7,354 | 1.11 | 2 | 0.00 | ||||
2025-07-11 | 13F | Diversified Trust Co | 12,259 | -4.19 | 2,905 | 2.40 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 5,819 | 114.72 | 1,379 | 129.67 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 262 | 32.32 | 0 | -100.00 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 23 | -81.15 | 5 | -81.48 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 1,799 | 0.22 | 399 | -7.66 | ||||
2025-08-05 | 13F | Golden Bell Financial Planning LLC | 1,649 | -8.59 | 391 | -2.50 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 5,041 | -10.38 | 1,213 | -2.73 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 7,579 | -3.40 | 1,796 | 3.28 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 49,285 | 20.59 | 11,680 | 28.86 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2,502 | 2.37 | 593 | 9.43 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 1,766 | 5.12 | 419 | 12.37 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 400 | 0.00 | 95 | 6.82 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 35,491 | 0.28 | 8,411 | 7.16 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 2,317 | -1.99 | 549 | 4.77 | ||||
2025-08-18 | 13F | Finward Bancorp | 1,617 | 22.78 | 383 | 31.16 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 389 | 0.00 | 92 | 6.98 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 27,274 | 0.95 | 6,463 | 7.88 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 124,417 | 4.21 | 26,893 | -6.26 | ||||
2025-08-04 | 13F | Ledyard National Bank | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1,311 | 8.08 | 311 | 15.67 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 241 | -8.37 | 57 | -1.72 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3,987 | -33.45 | 945 | -28.84 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1,478 | 32.91 | 350 | 42.28 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 43,460 | 76.08 | 10,299 | 88.18 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 6,884 | -0.56 | 1,631 | 6.25 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 182,267 | -1.05 | 40,418 | -8.68 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 72,525 | 1.17 | 17,187 | 8.12 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 6,386 | -3.02 | 1,513 | 3.63 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3,551 | 0.17 | 842 | 7.00 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 1,352 | 0.00 | 320 | 7.02 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 38,108 | 16.65 | 9,031 | 24.65 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 3,215 | 4.79 | 762 | 11.91 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 3,837 | 0.66 | 909 | 7.57 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 12,049 | -9.85 | 2,872 | -3.07 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 855 | -11.03 | 203 | -5.16 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 14,551 | 52.29 | 3,448 | 62.80 | ||||
2025-07-15 | 13F | Unified Investment Management | 1,908 | 0.00 | 452 | 6.86 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 4,167 | -3.07 | 1,021 | 9.56 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 4,020 | 4.69 | 953 | 11.87 | ||||
2025-07-24 | 13F | Acima Private Wealth, Llc | 217 | 0.00 | 51 | 6.25 | ||||
2025-08-14 | 13F | STAR Financial Bank | 7,167 | -7.18 | 1,698 | -0.82 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 51,657 | 10.20 | 12,242 | 17.77 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 13,893 | 34.36 | 3,292 | 43.63 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,440 | 341 | ||||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 15,386 | 2.61 | 3,646 | 9.65 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 9,273 | 45.09 | 2,198 | 55.05 | ||||
2025-07-18 | 13F | Cooper Financial Group | 4,699 | -2.08 | 1,114 | 4.61 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 2,675 | 0.00 | 634 | 6.75 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 35,163 | 32.98 | 8,333 | 51.13 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 1,064 | 0.76 | 236 | -7.11 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5,363 | 27.75 | 1,271 | 36.56 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 185,172 | 5.30 | 43,885 | 12.53 | ||||
2025-08-14 | 13F | Graney & King, LLC | 4,178 | 42.06 | 990 | 51.69 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 2,436 | 0.00 | 540 | -7.69 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 591 | 0.00 | 0 | |||||
2025-07-15 | 13F | Main Street Group, LTD | 2,178 | -6.20 | 516 | 0.39 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 1,098 | 21.19 | 0 | |||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 1,315 | 312 | ||||||
2025-07-10 | 13F | Veridan Wealth LLC | 16,858 | 3,995 | ||||||
2025-08-07 | 13F | Tillman Hartley LLC | 6,988 | 0.27 | 1,656 | 7.18 | ||||
2025-06-26 | NP | TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class | 48,000 | 28.34 | 10,375 | 11.13 | ||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 2,688 | 3.54 | 637 | 10.78 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 32 | 0.00 | 8 | 0.00 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Arrow Financial Corp | 49,129 | -3.18 | 11,643 | 3.47 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 24,956 | 5,914 | ||||||
2025-08-01 | 13F | May Hill Capital, LLC | 26,762 | -1.91 | 6,342 | 4.83 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4,033 | 9.15 | 956 | 16.61 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 43 | 43.33 | 10 | 66.67 | ||||
2025-08-07 | 13F | Prospect Financial Group LLC | 927 | 0.00 | 220 | 6.83 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 96,875 | -22.92 | 23,034 | -17.36 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 21,275 | 4,023.06 | 5,059 | 4,336.84 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 14,590 | -0.27 | 3,458 | 6.57 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 3,919 | 129.45 | 929 | 145.50 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 1,038 | 8.12 | 246 | 15.57 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 1,248 | 296 | ||||||
2025-08-08 | 13F | Oak Harvest Investment Services | 1,237 | -11.96 | 293 | -5.79 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4,149 | 41.56 | 983 | 51.23 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 944 | 60.00 | 224 | 71.54 | ||||
2025-07-18 | 13F | TABR Capital Management, LLC | 4,145 | 5.34 | 982 | 12.61 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 45,882 | 5.03 | 10,873 | 12.25 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 2,412 | 5.51 | 572 | 12.85 | ||||
2025-07-09 | 13F | PFW Advisors LLC | 2,494 | 0.00 | 591 | 6.87 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 134 | -60.36 | 30 | -67.78 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 71,372 | 6.05 | 16,914 | 13.33 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 49,102 | -50.38 | 12 | -47.62 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 241 | 57 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 2,962 | -50.86 | 702 | -47.53 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 14,929 | -0.21 | 3,538 | 6.63 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 1,346 | -2.60 | 319 | 3.92 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 1,242 | -6.90 | 294 | -0.34 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 3,143 | 0.00 | 745 | 6.90 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 23,488 | -16.95 | 5,585 | -10.96 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 657,402 | 11.94 | 155,791 | 19.63 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 33,817 | 1.27 | 8,014 | 8.23 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 987 | 0.10 | 234 | 6.88 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,995 | 97.92 | 473 | 111.66 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1,803 | -2.06 | 427 | 4.66 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 22,690 | -50.69 | 5,377 | -47.30 | ||||
2025-07-08 | 13F | Partnership Wealth Management, LLC | 982 | -20.29 | 233 | -15.02 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 3,530 | 2.20 | 837 | 12.21 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 612,034 | 8.16 | 145,040 | 15.59 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 1,834 | -0.97 | 435 | 5.85 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 20,338 | -46.66 | 4,820 | -43.00 | ||||
2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 1,904 | 20.20 | 451 | 28.49 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 48,324 | 1.72 | 11,452 | 8.71 | ||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 16,503 | -5.00 | 3,911 | 1.51 | ||||
2025-08-14 | 13F | Dagco, Inc. | 4,787 | 0.00 | 1,135 | 6.88 | ||||
2025-07-08 | 13F | Lpwm Llc | 1,990 | -3.68 | 472 | 2.84 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1,086 | -37.01 | 257 | -32.72 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 5,897 | 109.48 | 1,397 | 123.88 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 17,896 | 1.11 | 4,241 | 8.05 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 1,090 | -3.80 | 258 | 2.79 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 23,291 | -4.92 | 5,519 | 1.60 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2,413 | -5.63 | 572 | -0.52 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1,954 | -13.31 | 463 | -7.21 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 50,350 | -0.04 | 11,932 | 6.82 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 8,909 | 1.02 | 2,111 | 7.98 | ||||
2025-07-29 | 13F | Regions Financial Corp | 150,490 | 16.37 | 35,663 | 24.36 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 2,056 | 2.24 | 487 | 9.44 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 19,120 | -0.57 | 4,531 | 6.26 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 9,454 | 228.38 | 2,240 | 251.10 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 381,556 | 0.09 | 90,421 | 6.96 | ||||
2025-08-14 | 13F | Sit Investment Associates Inc | 1,154 | 0.00 | 0 | |||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 32,662 | 55.22 | 7,740 | 65.88 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 62,061 | 1.22 | 14,707 | 8.18 | ||||
2025-08-13 | 13F | Wealthquest Corp | 147,938 | 3.29 | 35,058 | 10.38 | ||||
2025-08-13 | 13F | Correct Capital Wealth Management | 913 | 0.00 | 216 | 6.93 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 3,089 | -0.99 | 732 | 5.93 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 283,669 | 34.88 | 67,224 | 44.15 | ||||
2025-07-18 | 13F | Truist Financial Corp | 449,593 | -7.09 | 106,545 | -0.71 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 43,181 | -21.15 | 10 | -16.67 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 43,622 | 242,244.44 | 10,338 | 344,466.67 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 6,847 | -2.88 | 1,623 | 3.77 | ||||
2025-07-25 | 13F | Parker Financial LLC | 10,985 | -6.95 | 2,603 | -0.57 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 1,784 | 5.19 | 423 | 12.23 | ||||
2025-07-30 | 13F | Axiom Financial Strategies, LLC | 36,647 | -0.81 | 8,685 | 5.99 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 4,875 | 18.18 | 1,167 | 27.26 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 130,793 | 11.41 | 30,995 | 19.06 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 30,138 | -2.67 | 7 | 16.67 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 923 | 0.00 | 219 | 6.86 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 373 | 0.00 | 88 | 7.32 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 480 | 0.00 | 114 | 6.60 | ||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 737 | 0.00 | 163 | -7.91 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 19,872 | -3.54 | 4,709 | 3.09 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 17,058 | -0.80 | 4,042 | 6.01 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 1,967 | 0.00 | 466 | 6.88 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 146,132 | -0.31 | 35 | 6.25 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 42 | 162.50 | 10 | 200.00 | ||||
2025-08-12 | 13F | Northstar Financial Companies, Inc. | 11,268 | -0.78 | 2,670 | 6.04 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 173,278 | 18.44 | 41,063 | 26.57 | ||||
2025-07-16 | 13F/A | CX Institutional | 207,192 | -8.41 | 49 | -2.00 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 67,990 | 18.29 | 16,112 | 26.42 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 28,607 | 100.09 | 6,779 | 113.85 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 2,784 | 0.00 | 660 | 6.81 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 3,359 | 35.77 | 796 | 45.07 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 9,851 | -28.14 | 2,334 | -23.20 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 5,135 | -26.30 | 1,217 | -27.32 | ||||
2025-08-13 | 13F | JT Stratford LLC | 3,717 | 36.10 | 881 | 45.45 | ||||
2025-08-13 | 13F | Generation Capital Management LLC | 3,776 | 895 | ||||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 776 | -7.29 | 184 | -0.54 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14,329 | 7.90 | 3,396 | 15.32 | ||||
2025-07-17 | 13F | Scott & Selber, Inc. | 11,452 | 0.00 | 3 | 0.00 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 811 | 0.00 | 192 | 7.26 | ||||
2025-04-16 | 13F | Kelly Financial Group Llc | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Legacy Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 38 | 9 | ||||||
2025-08-14 | 13F | Visionary Wealth Advisors | 34,410 | 14.44 | 8,154 | 22.30 | ||||
2025-08-07 | 13F | Keystone Financial Services | 2,344 | 0.00 | 555 | 6.94 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 1,121 | 0.00 | 266 | 6.85 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 265,630 | -2.60 | 62,949 | 4.09 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 16,770 | -5.91 | 3,974 | 0.56 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 44 | 0.00 | 10 | 11.11 | ||||
2025-08-12 | 13F | Gitterman Wealth Management, LLC | 214 | 51 | ||||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 30,746 | -3.13 | 7,286 | 3.52 | ||||
2025-04-29 | NP | DYTA - SGI Dynamic Tactical ETF | 13,624 | -77.77 | 3,237 | -79.73 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 355 | 84 | ||||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 29,572 | 0.20 | 7,008 | 7.08 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 307 | 0.00 | 73 | 5.88 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 11,454 | 4.35 | 2,714 | 11.55 | ||||
2025-08-15 | 13F | Morgan Stanley | 7,744,922 | 1.16 | 1,835,392 | 8.11 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1,966 | 0.00 | 466 | 6.90 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 5,428 | -94.24 | 1,286 | -93.84 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 11,127 | 1.09 | 3 | 0.00 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 55 | 13 | ||||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 1,368 | 0.00 | 324 | 6.93 | ||||
2025-07-17 | 13F | XML Financial, LLC | 5,558 | 14.17 | 1,317 | 22.06 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 27,789 | 3.17 | 6,585 | 22.88 | ||||
2025-08-11 | 13F | Lcnb Corp | 1,905 | 0.00 | 451 | 6.87 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 19,257 | 0.74 | 4,564 | 7.67 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 1,470 | -8.12 | 348 | -1.69 | ||||
2025-08-05 | 13F | RiverGlades Family Offices LLC | 17,722 | 1.31 | 4,200 | 8.28 | ||||
2025-07-29 | 13F | Northeast Investment Management | 121,336 | 9.58 | 28,754 | 17.11 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 2,871 | -27.54 | 680 | -22.55 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 5 | 0.00 | 1 | 0.00 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 45,037 | 0.15 | 10,956 | 12.40 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 15,340 | -1.52 | 3,635 | 5.24 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 44,743 | -1.34 | 10,603 | 5.44 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 3,800 | 1 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 327,277 | -14.37 | 78 | -8.33 | ||||
2025-08-13 | 13F | Northern Trust Corp | 131,647 | 1.52 | 31,198 | 8.50 | ||||
2025-05-14 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 11,321 | -1.57 | 2,683 | 5.18 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 1,278 | 0.00 | 303 | 6.71 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 2,099 | 0.00 | 497 | 6.88 | ||||
2025-07-31 | 13F | AF Advisors, Inc. | 936 | 0.00 | 222 | 6.76 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 20,296 | -5.06 | 4,810 | 1.46 | ||||
2025-08-04 | 13F | Canton Hathaway, LLC | 150 | 0.00 | 0 | |||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 115,879 | 18.69 | 27,746 | 25.73 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 20,711 | -1.13 | 4,908 | 5.66 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 68,523 | 13.56 | 16,293 | 21.76 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 1,815 | 0.00 | 430 | 6.97 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 11,429 | 0.25 | 2,708 | 7.12 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 1,345 | -5.15 | 319 | 1.27 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 20,707 | -7.02 | 4,907 | -0.63 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 385,547 | 0.75 | 91 | 8.33 | ||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 8,054 | -9.32 | 1,909 | -3.10 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 5,178 | -4.25 | 1,227 | 2.34 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 1,957 | 0.00 | 464 | 6.93 | ||||
2025-08-06 | 13F | Shade Tree Advisors LLC | 1,115 | 0.00 | 264 | 6.88 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 74,214 | 2.80 | 17,645 | 10.21 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 1,695 | 0.00 | 402 | 6.93 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 9,797 | 13.75 | 2,322 | 21.58 | ||||
2025-08-11 | 13F | Capital Square, LLC | 2,345 | -7.86 | 568 | 0.71 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 8,600 | -40.28 | 2,038 | -36.17 | |||
2025-07-25 | 13F | Wells Financial Advisors INC | 10,458 | -7.78 | 2,478 | -1.43 | ||||
2025-08-05 | 13F | Tsfg, Llc | 776 | -24.07 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 6,500 | -46.28 | 1,540 | -42.60 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 8,791 | -54.82 | 2,083 | -51.72 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 915 | 0.00 | 217 | 6.93 | ||||
2025-04-29 | 13F | Baker Boyer National Bank | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Lokken Investment Group LLC | 36,501 | 1.78 | 8,650 | 8.78 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5,358 | -46.87 | 1,270 | -43.25 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 137,592 | 23.86 | 32,607 | 32.37 | ||||
2025-08-08 | 13F | Paragon Capital Management LLC | 1,988 | 0.00 | 471 | 7.05 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 2,409 | -99.18 | 534 | -99.24 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 4,747 | 0.17 | 1,142 | 8.35 | ||||
2025-08-14 | 13F | Mariner, LLC | 1,709,529 | 8.88 | 405,125 | 16.36 | ||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 198,900 | 87.11 | 47,135 | 99.96 | ||||
2025-04-10 | 13F | Arthur M. Cohen & Associates, Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 1,612 | -2.89 | 382 | 3.80 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 3,433 | -16.27 | 813 | -10.56 | ||||
2025-07-09 | 13F | Central Bank & Trust Co | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Accredited Investors Inc. | 25,456 | 82.70 | 6,033 | 95.27 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 18,416 | -4.62 | 4 | 0.00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 102,324 | 1.77 | 24,249 | 8.76 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 6,881 | 1,631 | ||||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 4,762 | -6.02 | 1,128 | 0.45 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,213,641 | 2.98 | 524,589 | 10.05 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6,040 | 69.28 | 1,431 | 80.91 | ||||
2025-07-09 | 13F | Beacon Financial Group | 4,766 | -8.92 | 1,129 | -2.67 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 56,620 | 2.70 | 13,792 | 21.55 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 1,257 | 0.00 | 298 | 6.83 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 16,036 | -22.40 | 3,800 | -17.07 | ||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 1,285 | 0.00 | 286 | 0.35 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 74,160 | 11.46 | 17,575 | 19.12 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 1,729 | -0.69 | 410 | 5.96 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 83,713 | 0.45 | 19,838 | 7.35 | ||||
2025-05-15 | 13F | Family Office Research LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 618,335 | -21.79 | 146,533 | -16.41 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 1,081,327 | 2.35 | 256,254 | 9.37 | ||||
2025-07-18 | 13F | Vigilare Wealth Management | 37,437 | 8,872 | ||||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Horizons Wealth Management | 40,053 | 3.40 | 9,492 | 10.50 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 61 | 0.00 | 14 | 7.69 | ||||
2025-08-13 | 13F | Quantbot Technologies LP | 1,064 | 252 | ||||||
2025-08-12 | 13F | Farmers National Bank | 3,107 | -0.03 | 736 | 6.82 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 8,841 | 1.13 | 2,100 | 8.31 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 17,781 | -9.77 | 4 | 0.00 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 51,440 | 12.38 | 12,190 | 20.11 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 2,408 | -11.70 | 571 | -5.63 | ||||
2025-08-14 | 13F | Destination Wealth Management | 1,786 | 1.42 | 423 | 8.46 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1,036 | -28.30 | 245 | -23.44 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 446 | 0.00 | 106 | 8.16 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 5,386 | 28.57 | 1,277 | 37.35 | ||||
2025-07-17 | 13F | David Kennon Inc | 48,529 | 0.01 | 11,500 | 6.88 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,978 | -1.93 | 470 | 7.32 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 400 | 0.00 | 95 | 6.82 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 4,015 | 105.69 | 951 | 120.14 | ||||
2025-07-23 | 13F | Cohen Investment Advisors LLC | 4,125 | 4.88 | 978 | 12.04 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 7 | -46.15 | 2 | -50.00 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 2,253 | -36.18 | 534 | -31.71 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 21,473 | 7.30 | 5,089 | 14.67 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 19,675 | 0.49 | 4,663 | 7.39 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 4,597 | -16.74 | 1,089 | -11.03 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 8,158 | 1.59 | 2 | 0.00 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 3,599 | 0.03 | 853 | 6.90 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 64,182 | 18.00 | 15,210 | 26.11 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 6,194 | -0.03 | 1 | 0.00 | ||||
2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | Abound Wealth Management | 65,464 | 14.14 | 15,515 | 21.99 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 380 | -99.29 | 105 | -99.12 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 1,000 | 0.00 | 237 | 6.79 | ||||
2025-07-30 | 13F | First Interstate Bank | 2,641 | 9.95 | 626 | 17.48 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 2,937 | 4.52 | 696 | 11.72 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 1,506 | 0.00 | 357 | 6.91 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4,179 | 55.58 | 990 | 66.39 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 79,841 | 3.86 | 18,921 | 10.99 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 5,006 | 0.00 | 1,186 | 6.85 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 7,405 | -1.71 | 1,755 | 5.03 | ||||
2025-08-06 | 13F | Simmons Bank | 8,949 | -15.54 | 2,121 | -9.75 | ||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 31,551 | 1.51 | 7,555 | 9.24 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 5 | 0.00 | 1 | 0.00 | ||||
2025-07-10 | 13F | White Wing Wealth Management | 53,389 | 2.54 | 12,652 | 17.38 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 44,668 | -31.37 | 10,585 | -26.66 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 24,503 | -0.72 | 5,807 | 6.08 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 42 | 162.50 | 10 | 200.00 | ||||
2025-08-08 | 13F | Nixon Peabody Trust Co | 1,523 | 14.77 | 361 | 22.45 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 29,107 | -49.29 | 6,898 | -45.81 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 10,259 | 5.58 | 2,431 | 12.86 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 1,958 | 16.76 | 467 | 25.27 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 141 | 0.00 | 33 | 6.45 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 1,500 | -71.20 | 356 | -69.26 | ||||
2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF | 4,449 | 95.13 | 1,015 | 87.62 | ||||
2025-07-07 | 13F | Trust Co | 265 | 0.00 | 63 | 6.90 | ||||
2025-08-13 | 13F | Rinkey Investments | 27,344 | -16.84 | 6,480 | -11.14 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 1,452 | 344 | ||||||
2025-07-15 | 13F | Well Done, LLC | 0 | -100.00 | 0 | |||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 4,299 | 11.75 | 928 | 0.32 | ||||
2025-05-15 | 13F | Core Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 489 | -69.72 | 116 | -67.88 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,942 | -33.20 | 460 | -28.57 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 90 | 13.92 | 21 | 23.53 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 49,186 | 3.14 | 11,656 | 10.23 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 1,629 | 0.00 | 386 | 6.93 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 10,048 | 0.00 | 2,381 | 6.87 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 1,408 | 0.00 | 334 | 6.73 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 20 | 0.00 | 5 | 0.00 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 5,194 | -3.33 | 1,231 | 3.27 | ||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 4,606 | 2.72 | 1,092 | 9.76 | ||||
2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 69,530 | 147.88 | 16,477 | 164.90 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 1,057 | 12.81 | 250 | 20.77 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2,356 | 0.00 | 558 | 6.90 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 12,089 | 17.47 | 2,865 | 25.50 | ||||
2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 68,745 | 111.10 | 16,291 | 125.61 | ||||
2025-08-07 | 13F | Grange Capital, LLC | 5,951 | -56.12 | 1,410 | -53.11 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6,175 | 25.30 | 1,463 | 33.97 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 1,212 | -1.86 | 296 | 16.60 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 4,006 | -0.62 | 949 | 6.27 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 620 | 0.00 | 147 | 7.30 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 219,271 | 3.40 | 51,962 | 10.50 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 3,640 | 0.00 | 872 | 7.93 | ||||
2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 1,230 | 291 | ||||||
2025-07-23 | 13F | Values Added Financial LLC | 1,441 | -29.71 | 341 | -24.89 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 1,966 | 4.02 | 467 | 11.22 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 1,228 | -9.31 | 291 | 5.05 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 17,969 | -10.26 | 4,272 | -3.78 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 7,014 | -27.04 | 1,662 | -22.01 | ||||
2025-07-15 | 13F | Cordant, Inc. | 13,950 | 21.75 | 3,306 | 30.12 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 8,271 | 1.71 | 1,960 | 8.71 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 952 | 0.00 | 226 | 6.64 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 30,178 | -9.55 | 7,152 | -3.34 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 96,741 | -24.04 | 22,926 | -18.82 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 32 | 8 | ||||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 1,342 | 0.45 | 318 | 7.43 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 6,830 | -1.78 | 1,619 | 4.93 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 2,044 | -4.58 | 484 | 2.11 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 8,948 | 0.00 | 2,121 | 6.85 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 535 | -92.98 | 127 | -92.77 | ||||
2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 21,165 | 5.98 | 5,016 | 13.26 | ||||
2025-07-29 | 13F | Commons Capital, Llc | 897 | -5.38 | 213 | 0.95 | ||||
2025-07-29 | 13F | Private Trust Co Na | 4,911 | 11.84 | 1,164 | 19.53 | ||||
2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 11,902 | 0.00 | 2,820 | 6.86 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 7,677 | 8.16 | 1,819 | 15.57 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 29,113 | -2.07 | 6,899 | 4.66 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 1,164 | -16.74 | 276 | -11.29 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 848 | 201 | ||||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 108 | 44.00 | 26 | 56.25 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 186,730 | -1.70 | 44,251 | 5.05 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 16,892 | -9.56 | 4,003 | -3.33 | ||||
2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 27,775 | 110.82 | 6,582 | 125.33 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 4,459 | 0.00 | 1,057 | 6.88 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 3,340 | -1.85 | 793 | 5.04 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 4,547 | 0.00 | 1,077 | 6.85 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 5,351 | -0.54 | 1,268 | 6.29 | ||||
2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 5,435 | 149.89 | 1,288 | 167.01 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 988 | 0.00 | 0 | |||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 9,286 | 7.91 | 2,201 | 15.30 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 250 | 59 | ||||||
2025-08-14 | 13F/A | Forefront Analytics, LLC | 9,503 | 123.34 | 2,252 | 138.81 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 1,768 | 0.00 | 419 | 6.63 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 2,356 | 0.68 | 558 | 7.72 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 4,899 | -62.50 | 1,161 | -59.94 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 5,769 | 3.17 | 1,367 | 10.24 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 11,456 | -6.44 | 2,540 | -13.66 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 2,949 | 1.97 | 699 | 8.89 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2,171 | -20.36 | 515 | -14.90 | ||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 996 | 0 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 22,289 | 2.61 | 5,282 | 9.66 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 96,690 | -0.82 | 22,990 | 6.35 | ||||
2025-08-07 | 13F | Meridian Financial Partners LLC | 1,600 | -7.25 | 0 | |||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 174,198 | -14.51 | 41,417 | -8.33 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 31,970 | -0.60 | 7,576 | 6.23 | ||||
2025-07-29 | 13F | SAM Advisors, LLC | 71,186 | 3.66 | 16,870 | 10.78 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 1,412 | 25.85 | 335 | 34.68 | ||||
2025-08-14 | 13F | Fmr Llc | 1,151,953 | 36.79 | 272,990 | 46.18 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 5,000 | 496.66 | 0 | |||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 7,671 | -1.12 | 1,818 | 5.64 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 384 | 0.00 | 91 | 5.88 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Gables Capital Management Inc. | 424 | 0.00 | 100 | 6.38 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 1,823 | -10.90 | 432 | -4.64 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 1,648 | -3.00 | 391 | 3.72 | ||||
2025-07-10 | 13F | Moller Financial Services | 135,343 | 16.73 | 32,074 | 24.75 | ||||
2025-08-26 | 13F | Claris Financial LLC | 3,943 | -11.89 | 934 | -13.12 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 12,198 | 143.81 | 2,891 | 160.60 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 12,141 | -3.92 | 2,877 | 2.68 | ||||
2025-08-14 | 13F | L2 Asset Management, LLC | 2,121 | 503 | ||||||
2025-08-11 | 13F | Sierra Capital LLC | 7,550 | 0.00 | 2 | 0.00 | ||||
2025-07-17 | 13F | Mokosak Advisory Group, LLC | 17,334 | 0.71 | 4,109 | 7.62 | ||||
2025-07-09 | 13F | Searcy Financial Services Inc /adv | 107,189 | 25,402 | ||||||
2025-07-14 | 13F | Chris Bulman Inc | 18,512 | 9.88 | 4,387 | 17.46 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 280 | 27.27 | 66 | 40.43 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 2,033 | -6.83 | 482 | -0.41 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 117,804 | -2.10 | 28,312 | 6.11 | ||||
2025-08-12 | 13F | Country Trust Bank | 208,064 | 20.57 | 49,307 | 28.85 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 2,057 | -0.29 | 487 | 6.56 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 72,464 | 5.70 | 17,184 | 13.04 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 26,069 | 9.63 | 6,178 | 17.16 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 5,454 | 1.04 | 1,292 | 7.94 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4,678 | 51.98 | 1,109 | 62.46 | ||||
2025-08-13 | 13F | RW Investment Management LLC | 34,618 | -0.54 | 8,204 | 6.30 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bakala Capital Management LLC | 1,803 | 0.00 | 427 | 7.02 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 6,656 | -0.52 | 1,577 | 6.34 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11,042 | -3.50 | 2,617 | 3.20 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 1,342 | -28.99 | 318 | -24.34 | ||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 1,089 | 258 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 34,690 | -4.33 | 8,248 | 2.59 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 9,974 | 3.83 | 2,364 | 10.94 | ||||
2025-08-14 | 13F | Bank of Marin | 4,300 | 1,019 | ||||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 1,260 | 0.08 | 0 | |||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 27,388 | 2.48 | 6,490 | 9.52 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 1,466 | 11.31 | 347 | 18.84 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 5,508 | 0.00 | 1,340 | 9.66 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 3,273 | 0.93 | 778 | 8.21 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 42,428 | -0.79 | 10,067 | 7.21 | ||||
2025-07-10 | 13F | Pachira Investments Inc. | 2,648 | -7.02 | 628 | -0.63 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 10,666 | -41.94 | 2,528 | -37.96 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 1,770 | 1,652.48 | 419 | 1,804.55 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 10,526 | 0.00 | 2,494 | 6.86 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 2 | 100.00 | 0 | |||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 431 | 96 | ||||||
2025-07-22 | 13F | Fishman Jay A Ltd/mi | 25,609 | -4.81 | 6,069 | 1.73 | ||||
2025-08-14 | 13F | Janus Henderson Group Plc | 332,896 | 78,890 | ||||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 13,615 | 1.02 | 3,227 | 7.97 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 12,750 | -7.99 | 3,021 | -1.66 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 1,592 | 29.85 | 377 | 39.11 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 11 | -50.00 | 3 | -50.00 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,859 | -6.59 | 2,336 | -0.13 | ||||
2025-07-29 | 13F | Creekside Partners | 28,190 | 4.16 | 6,680 | 11.31 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 1,618 | 0.00 | 383 | 6.98 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 2,618 | 8.54 | 620 | 16.10 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 1,644 | -17.59 | 390 | -11.99 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 34,695 | -27.14 | 8,222 | -28.14 | ||||
2025-08-14 | 13F | First Manhattan Co | 77,997 | 14.35 | 18,545 | 22.61 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 1,075 | -21.30 | 255 | -15.89 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 10,336 | 2.02 | 2,449 | 9.04 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 7,382 | -32.74 | 1,749 | -28.11 | ||||
2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 8,507 | 11.14 | 2,016 | 18.74 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 2,569 | 2.64 | 1 | |||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 1,602 | -0.74 | 380 | 6.16 | ||||
2025-08-13 | 13F | Gibson Wealth Advisors LLC | 12,088 | -1.10 | 2,865 | 5.68 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 7,592 | 21.34 | 1,799 | 29.70 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 891 | -20.80 | 211 | -15.26 | ||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 268,285 | -6.72 | 63,578 | -0.31 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 858,315 | 203,403 | ||||||
2025-07-15 | 13F | Mather Group, Llc. | 17,820 | 1.76 | 4,223 | 8.73 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 7,955 | -2.95 | 1,885 | 3.74 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 180 | 0.00 | 43 | 7.69 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 945 | 0.00 | 224 | 6.70 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 55,109 | 7.98 | 13,060 | 15.39 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 660 | -3.37 | 156 | 3.31 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 1,467,855 | 0.89 | 347,852 | 7.82 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 2,644 | -15.36 | 626 | -9.54 | ||||
2025-04-28 | 13F | Sterling Group Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Fairway Wealth LLC | 7,931 | 45.28 | 1,880 | 55.29 | ||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 40,285 | 24.34 | 9,579 | 33.31 | ||||
2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 25,670 | -1.41 | 6,083 | 5.37 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 19,802 | 0.86 | 4,693 | 7.79 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 926 | 219 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 35,796 | -10.27 | 8,483 | -4.11 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 42,427 | -4.94 | 10,054 | 1.59 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 66 | -18.52 | 16 | -16.67 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 1,548 | -18.65 | 367 | -13.06 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 1,624 | -14.71 | 385 | -9.00 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 24,472 | 24.17 | 5,799 | 32.70 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1,302 | 0.00 | 310 | 7.29 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 475 | 4.63 | ||||||
2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 258 | -64.27 | 0 | |||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 33,691 | -3.37 | 7,984 | 3.27 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 7,686 | 103.49 | 1,840 | 119.83 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 44,044 | 3.78 | 10,464 | 21.45 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 1,568 | 24.44 | 372 | 32.97 | ||||
2025-04-29 | 13F | Hm Payson & Co | 1,781 | 4.34 | 395 | -3.90 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 3,637 | 0.92 | 862 | 7.76 | ||||
2025-08-29 | NP | Clayton Street Trust - Protective Life Dynamic Allocation Series - Growth Portfolio | 23,998 | 20.68 | 5,687 | 19.02 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 6,725 | 26.13 | 1,599 | 35.19 | ||||
2025-05-13 | 13F | Montag & Caldwell, Llc | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 341,352 | -6.50 | 80,894 | -0.08 | ||||
2025-08-29 | NP | Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio | 294,728 | 33.99 | 69,845 | 32.15 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 9,410 | -0.79 | 2,230 | 5.99 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 6,054 | -0.36 | 1,435 | 6.46 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 12,509 | 2,964 | ||||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,569 | -53.14 | 372 | -50.00 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 9,013 | 17.31 | 2,136 | 25.37 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 99,688 | 55.30 | 23,702 | 66.51 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 913 | 216 | ||||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 6,514 | -52.26 | 1,544 | -49.01 | ||||
2025-08-04 | 13F | Human Investing LLC | 2,840 | 52.36 | 673 | 62.95 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 17,814 | 383.16 | 4,222 | 416.65 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 2,945 | -2.00 | 698 | 4.65 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 1,187 | 0.00 | 281 | 6.84 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 3,687 | 1.18 | 874 | 8.99 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 2,010 | -0.59 | 476 | 6.25 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 90 | 0.00 | 21 | 10.53 | ||||
2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 2,928 | -97.31 | 694 | -97.13 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 5,524 | 16.03 | 1,309 | 24.08 | ||||
2025-05-14 | 13F | Hobbs Group Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 24 | 0.00 | 6 | 0.00 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 95,629 | 2.98 | 22,662 | 10.06 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 101,556 | 26.47 | 23,971 | 34.96 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 6,698 | 1.58 | 1,587 | 8.55 | ||||
2025-07-25 | 13F | Advocate Group Llc | 5,309 | 4.26 | 1,258 | 11.43 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 4,789 | 10.98 | 1,135 | 18.62 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 78,906 | 3.86 | 18,699 | 10.99 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 22,954 | 0.00 | 5,440 | 6.88 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 32 | 8 | ||||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 1,467 | 348 | ||||||
2025-07-23 | 13F | Waycross Investment Management Co | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2,294 | -7.24 | 549 | 0.18 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 1,333 | 0.00 | 316 | 6.78 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 709 | 556.48 | 169 | 630.43 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 14,231 | 0.00 | 3,156 | -7.72 | ||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 1,602 | 0.00 | 380 | 6.76 | ||||
2025-05-19 | 13F | Smith Asset Management Co., LLC | 2,001 | -1.86 | 444 | -9.41 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 111,320 | 4.69 | 26,381 | 11.88 | ||||
2025-04-28 | 13F | TKG Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 6,781 | 6.52 | 1,660 | 17.65 | ||||
2025-08-07 | 13F | Mayport, Llc | 16,318 | -3.28 | 3,867 | 3.37 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2,290 | -4.30 | 543 | 2.26 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 2,388,456 | 5.73 | 566,017 | 12.99 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5,176,056 | 4.34 | 1,226,580 | 11.50 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 850 | 201 | ||||||
2025-07-24 | 13F | MA Private Wealth | 5,135 | -37.85 | 1,217 | -33.62 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 1,810 | 0.17 | 429 | -1.15 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 600 | 0.00 | 143 | 6.77 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2,351 | -15.25 | 521 | -21.77 | ||||
2025-07-23 | 13F | Absher Wealth Management, Llc | 8 | 0.00 | 2 | 0.00 | ||||
2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100.00 | 0 | |||||
2025-05-05 | 13F | Financial Harvest, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 1,940 | 0.00 | 460 | 6.74 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 849 | 201 | ||||||
2025-08-14 | 13F | Marquette Associates, Inc. | 22 | 0.00 | 5 | 25.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,099,191 | -2.47 | 260 | 4.42 | ||||
2025-08-26 | 13F | Zeit Capital LLC | 31 | 0.00 | 7 | 16.67 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 10,794 | 12.91 | 2,558 | 20.67 | ||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 1,644 | 1.48 | 390 | 8.36 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 19,791 | -0.58 | 4,690 | 6.25 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 292,062 | 4.06 | 69,213 | 11.21 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 1,250 | 3.99 | 296 | 11.28 | ||||
2025-07-23 | 13F | Axos Invest Inc. | 1,116 | -5.34 | 264 | 1.15 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 12,897 | 239.84 | 3,066 | 264.57 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 16,808 | 1.47 | 4 | 0.00 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 4,226 | 0.00 | 1,005 | 7.15 | ||||
2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 1,739 | -3.76 | 412 | 3.00 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 2,754 | -96.05 | 653 | -95.78 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 5,503 | -53.07 | 1,304 | -49.85 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 1,588 | -9.10 | 376 | -2.84 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 7,440 | 2.73 | 1,763 | 9.84 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 38,605 | 3.17 | 9,149 | 10.26 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 2,577 | -16.06 | 611 | -10.29 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 348,766 | 5.51 | 82,651 | 12.76 | ||||
2025-08-14 | 13F | Kitching Partners, Llc | 1,635 | 0.00 | 387 | 6.91 | ||||
2025-08-13 | 13F | Mackenzie Financial Corp | 23,812 | 14.38 | 5,643 | 22.23 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 39 | 0.00 | 9 | 12.50 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 119 | -26.54 | 28 | -20.00 | ||||
2025-07-23 | 13F | Optas, LLC | 16,809 | -51.97 | 3,984 | -48.68 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 5,990 | -0.56 | 1,419 | 6.29 | ||||
2025-08-05 | 13F | Northcape Wealth Management, Llc | 1,110 | 2.40 | 263 | 9.58 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1,166 | 276 | ||||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 3,660 | 4.96 | 867 | 12.74 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 10,514 | -0.04 | 2,492 | 22.29 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 14,764 | -2.05 | 3,499 | 4.67 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 5,294 | 1.44 | 1,254 | 8.38 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 4,314 | -13.09 | 1,022 | -7.09 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 968 | 7.08 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 62,308 | -46.89 | 14,897 | -42.74 | ||||
2025-08-12 | 13F | GDS Wealth Management | 1,320 | -26.99 | 313 | -22.00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 69,122 | 16.94 | 16,381 | 24.98 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 22,654 | 1.74 | 5,368 | 8.73 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 51,435 | -4.58 | 12,189 | 1.97 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 5,368 | -1.36 | 1,272 | 5.47 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 41,141 | -0.28 | 9,750 | 6.57 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 1,063 | 0.00 | 252 | 6.81 | ||||
2025-07-21 | 13F | Whelan Financial | 131,074 | 0.23 | 31,062 | 7.12 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 25,165 | -4.11 | 5,964 | 2.47 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 16,587 | -1.21 | 3,931 | 5.59 | ||||
2025-08-28 | NP | RSEE - Rareview Systematic Equity ETF | 30,233 | -13.29 | 7,165 | -7.33 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 22,316 | 5.67 | 4,949 | -2.48 | ||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 893 | -57.19 | 212 | -54.33 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | RMB Capital Management, LLC | 2,020 | 480 | ||||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 1,400 | 0.00 | 332 | 6.77 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 22,472 | -6.43 | 5,326 | 0.00 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 16,903 | 3.88 | 4,006 | 11.00 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 1,276 | -1.01 | 302 | 5.96 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 107 | 0.00 | 25 | 8.70 | ||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 6,074 | -5.73 | 1,442 | 0.98 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 16,404 | 0.21 | 3,887 | 7.11 | ||||
2025-05-15 | 13F | Punch & Associates Investment Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | N/A - Protective Life Dynamic Allocation Series - Conservative Portfolio | 13,103 | 33.77 | 3,105 | 31.96 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 34 | 0.00 | 8 | -12.50 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 924 | 0.87 | 219 | 7.88 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 8,365 | 2.15 | 1,982 | 9.20 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 15,672 | 1.72 | 3,550 | -3.80 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 2,860 | 678 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10,010 | -8.52 | 2,372 | -2.23 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 5,371 | -50.24 | 1,273 | -46.84 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 23,198 | -3.63 | 5,497 | 2.98 | ||||
2025-07-17 | 13F | Refined Wealth Management | 14,081 | 2.65 | 3,337 | 9.70 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 10,677 | 0.64 | 2,530 | 7.57 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 858,061 | -0.92 | 190,275 | -8.56 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 19,720 | 87.68 | 4,673 | 100.64 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 12,292 | 32.94 | 2,913 | 42.10 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1,820,516 | -0.68 | 431,426 | 6.14 | ||||
2025-08-11 | 13F | Platform Technology Partners | 1,753 | 3.24 | 415 | 10.37 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 7,948 | -0.46 | 1,884 | 6.38 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 1,751 | 3.73 | 415 | 10.70 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 44,605 | 26.95 | 10,570 | 35.67 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 13,687 | 3,244 | ||||||
2025-08-08 | 13F | Avalon Trust Co | 1,790 | -27.15 | 424 | -22.06 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 4,630 | 22.29 | 1,128 | 34.45 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 7,914 | -12.97 | 2 | -50.00 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 18,848 | -3.42 | 4,553 | 5.20 | ||||
2025-08-14 | 13F | FC Advisory LLC | 3,740 | -0.90 | 886 | 5.98 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 1,195 | -5.91 | 283 | 0.71 | ||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 2,375 | 563 | ||||||
2025-07-23 | 13F | West Paces Advisors Inc. | 72 | 0.00 | 17 | 13.33 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 2,678 | 0.00 | 635 | 6.91 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 9,079 | 3.35 | 2,152 | 10.42 | ||||
2025-09-03 | 13F | American Trust | 190,635 | 51.85 | 45,177 | 62.28 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Meritage Portfolio Management | 3,741 | 4.24 | 887 | 11.45 | ||||
2025-07-31 | 13F | CNB Bank | 22 | 5 | ||||||
2025-08-01 | 13F | Solstein Capital, LLC | 57 | 14 | ||||||
2025-07-14 | 13F | Signature Securities Group Corporation | 11,825 | -7.66 | 2,812 | -0.99 | ||||
2025-04-30 | 13F | Sigma Investment Counselors Inc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1 | 0.00 | 0 | |||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 10,489 | -1.10 | 2,486 | 5.70 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 5,692 | -2.90 | 1,349 | 3.77 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 2,309 | -0.56 | 512 | -8.08 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 39,296 | 6.67 | 9,330 | 14.21 | ||||
2025-08-12 | 13F | Tumwater Wealth Management, LLC | 2,677 | 2.14 | 634 | 9.12 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 122 | 29 | ||||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 48,351 | 2.43 | 11,837 | 16.47 | ||||
2025-08-04 | 13F | Spire Wealth Management | 5,559 | -49.14 | 1,317 | -45.65 | ||||
2025-08-08 | 13F | Condor Capital Management | 21,446 | 1.15 | 5,082 | 8.10 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 1,474 | -13.75 | 349 | -7.92 | ||||
2025-08-13 | 13F | Investment Counsel Co Of Nevada | 3,948 | 0.00 | 936 | 6.86 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 634 | 0.00 | 150 | 7.14 | ||||
2025-07-11 | 13F | Busey Wealth Management | 1,615 | 49.95 | 383 | 60.50 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 3,694 | -5.18 | 875 | 1.27 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 240 | 0.00 | 57 | 5.66 | ||||
2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 1,546 | 3.62 | 367 | 10.91 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 32 | -57.89 | 8 | -56.25 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1,031 | 7.40 | 244 | 15.09 | ||||
2025-08-15 | 13F | Earnest Partners Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 23,923 | 36.78 | 5,669 | 46.18 | ||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 29,445 | 3.52 | 6,978 | 10.62 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 2,767 | -1.00 | 656 | 5.82 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 3,967 | -25.97 | 940 | -20.88 | ||||
2025-04-11 | 13F | Davis Capital Management | 53 | 32.50 | 12 | 22.22 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 1,365 | 20.69 | 324 | 28.69 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 7,942 | 1,882 | ||||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 999 | 0.00 | 237 | 6.79 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 3,262 | 0.00 | 773 | 6.92 | ||||
2025-08-11 | 13F | Retirement Capital Strategies | 907 | 0.00 | 215 | 6.47 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 118,874 | 2.96 | 28,169 | 10.04 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 1,659 | -3.49 | 393 | 3.15 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 11,891 | 0.52 | 2,818 | 7.40 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 4,664 | 113.65 | 1,105 | 128.31 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 5,383 | 0.00 | 1,276 | 6.87 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 5,414 | 63.52 | 1,283 | 74.80 | ||||
2025-07-21 | 13F | Family CFO Inc | 3,094 | 4.03 | 733 | 11.23 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 7,852 | -24.81 | 1,861 | -19.65 | ||||
2025-07-29 | 13F | BXM Wealth LLC | 3,173 | -56.01 | 770 | -51.85 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 97,908 | 6.82 | 23,202 | 14.15 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 2,104 | 1.15 | 499 | 8.03 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 1,453 | -0.48 | 344 | 6.50 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 40,992 | 7.50 | 9,714 | 14.89 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 2,013 | 477 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 77,285 | 2.49 | 18,315 | 9.52 | ||||
2025-05-13 | 13F | CacheTech Inc. | 5,170 | -31.67 | 1,146 | -36.93 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 441,387 | -1.60 | 104,600 | 5.16 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 158 | 0.00 | 37 | 5.71 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 1,323 | 0.00 | 314 | 6.83 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9,302 | -14.82 | 2,204 | -8.96 | ||||
2025-08-14 | 13F | Headinvest, Llc | 22,358 | -12.88 | 5,298 | -6.89 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 1,213 | -2.65 | 287 | 3.99 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 15,260 | -86.32 | 3,616 | -85.38 | ||||
2025-07-25 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 3,345 | 0.00 | 793 | 6.88 | ||||
2025-07-24 | 13F | Shayne & Co., Llc | 3,340 | 0.60 | 792 | 7.47 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 2,456 | 19.69 | 582 | 28.19 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 21,748 | 1,042.83 | 5,154 | 1,123.99 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 34,151 | 22.29 | 8,425 | 40.46 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 140,462 | -16.59 | 33,632 | -7.24 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 120,733 | 56.74 | 28,611 | 67.51 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 6,416 | 2.67 | 1,521 | 9.75 | ||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 4,829 | -0.82 | 1,144 | 6.02 | ||||
2025-07-23 | 13F | Dohj, Llc | 8,820 | 598.34 | 1,856 | 562.50 | ||||
2025-08-28 | NP | ELM - Elm Market Navigator ETF | 6,695 | -78.99 | 1,587 | -77.55 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 1,169 | -1.18 | 277 | 5.73 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2,310,478 | -53.54 | 547,538 | -50.34 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 5,269 | -2.64 | 1,249 | 4.00 | ||||
2025-08-04 | 13F | B&l Asset Management Llc | 4,158 | 102.34 | 985 | 116.48 | ||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 867 | 206 | ||||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 155 | -20.51 | 37 | -16.28 | ||||
2025-08-12 | 13F | Boston Research & Management Inc | 9,993 | -1.94 | 2 | 0.00 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 10,471 | -6.63 | 2,481 | -0.20 | ||||
2025-07-24 | 13F | Blair William & Co/il | 58,809 | -1.02 | 13,937 | 5.78 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 218 | 15.34 | 0 | |||||
2025-07-15 | 13F | West Oak Capital, LLC | 418 | 0.00 | 1 | |||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 7,641 | -30.83 | 1,811 | -20.82 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 11,072 | 7.96 | 2,633 | 15.74 | ||||
2025-08-07 | 13F | Commerce Bank | 22,338 | 1.33 | 5,294 | 8.29 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 13,219 | 93.63 | 3,133 | 107.01 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 22,218 | 7.41 | 5,265 | 14.81 | ||||
2025-08-14 | 13F | UBS Group AG | 4,098,496 | 0.87 | 971,262 | 7.80 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 213,314 | 19.92 | 50,551 | 28.15 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 21,788 | 3.19 | 5,163 | 10.27 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 21,341 | 2.51 | 5,058 | 9.58 | ||||
2025-07-21 | 13F | Atwater Malick LLC | 2,775 | 0.00 | 658 | 6.83 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,080 | 7.88 | 493 | 15.46 | ||||
2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 490 | 106 | ||||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 13,019 | 0.46 | 2,887 | -7.88 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 38,886 | -3.07 | 9,215 | 3.60 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 2,264 | -2.16 | 537 | 4.48 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 44,528 | 11 | ||||||
2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 28,936 | -3.82 | 7 | 0.00 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 169,746 | 2.47 | 40,229 | 9.51 | ||||
2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 11,737 | 4.45 | 2,791 | 12.00 | ||||
2025-07-11 | 13F | Elk River Wealth Management, LLC | 2,295 | -0.22 | 546 | 6.86 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 41,724 | 0.47 | 9,888 | 7.36 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9,823 | 33.48 | 2,328 | 42.67 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 19,948 | -3.93 | 4,727 | 2.67 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 2,110 | -1.17 | 500 | 5.50 | ||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 20,207 | -0.03 | 4,789 | 6.83 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 2,897 | -1.29 | 687 | 5.54 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 6,621 | -2.16 | 1,569 | 4.60 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 3,365 | -8.49 | 797 | -2.21 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 34,003 | 2.97 | 8,058 | 1.56 |
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