Mga Batayang Estadistika
Pemilik Institusional | 1120 total, 1117 long only, 0 short only, 3 long/short - change of 1.36% MRQ |
Alokasi Portofolio Rata-rata | 0.3856 % - change of -8.09% MRQ |
Saham Institusional (Jangka Panjang) | 41,475,387 (ex 13D/G) - change of 0.65MM shares 1.59% MRQ |
Nilai Institusional (Jangka Panjang) | $ 11,140,780 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) memiliki 1120 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 41,475,387 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, CI Private Wealth, LLC, Morgan Stanley, Assetmark, Inc, Sei Investments Co, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Jones Financial Companies Lllp, and Pnc Financial Services Group, Inc. .
Struktur kepemilikan institusional Vanguard Index Funds - Vanguard Small-Cap Growth ETF (ARCA:VBK) 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 297.17 / share. Previously, on September 9, 2024, the share price was 249.52 / share. This represents an increase of 19.10% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6,120 | 16.68 | 1,695 | 28.33 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 232 | 0.00 | 64 | 10.34 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 958 | 0.00 | 265 | 9.96 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 41,074 | -0.39 | 11,375 | 9.58 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 400 | 111 | ||||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 26 | 0.00 | 7 | 16.67 | ||||
2025-08-08 | 13F | Wealth Alliance | 6,062 | 14.01 | 1,679 | 25.41 | ||||
2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 680,936 | -2.53 | 188,578 | 7.21 | ||||
2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 3,094 | 868 | ||||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 48 | 0.00 | 13 | 8.33 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 352 | -73.47 | 97 | -70.96 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 400 | 0.00 | 111 | 10.00 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 742 | 205 | ||||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,147 | 0.00 | 318 | 10.07 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 4,272 | -0.47 | 1,183 | 9.44 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1,285 | -2.21 | 356 | 7.58 | ||||
2025-08-07 | 13F | Davis R M Inc | 2,903 | -5.10 | 804 | 4.29 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 371 | 0.00 | 103 | 9.68 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 5,813 | -3.42 | 1,610 | 6.20 | ||||
2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 77 | 0.00 | 21 | 10.53 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 276 | -33.81 | 76 | -26.92 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 69,882 | -2.21 | 19,353 | 7.56 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 1,443 | -4.12 | 400 | 5.28 | ||||
2025-07-17 | 13F | Western Financial Corp/CA | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 21,618 | -0.19 | 5,987 | 9.79 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 880 | 244 | ||||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3,766 | -0.50 | 1,043 | 9.45 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 1,844 | 1.71 | 511 | 11.84 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 27,932 | -26.98 | 7,736 | -19.87 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 51,192 | 4.18 | 14,177 | 14.60 | ||||
2025-08-06 | 13F | Blue Investment Partners LLC | 11,781 | -48.82 | 3,263 | -43.71 | ||||
2025-07-11 | 13F | Shelton Wealth Management, Llc | 9,294 | 0.63 | 2,574 | 10.67 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 829 | 0.00 | 230 | 10.10 | ||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 2,545 | 1.48 | 705 | 11.57 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 22,424 | 14.30 | 6,210 | 25.73 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 5,937 | 30.68 | 1,644 | 43.83 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1,280 | -1.16 | 355 | 8.90 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 729 | 202 | ||||||
2025-07-31 | 13F | Mycio Wealth Partners, Llc | 1,095 | 0.00 | 303 | 10.18 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 2,224 | 0.00 | 616 | 20.12 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 1,061 | 6.85 | 294 | 17.20 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 11,735 | -9.17 | 3,250 | -0.09 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 51,460 | -28.59 | 14,251 | -21.45 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 45 | 0.00 | 12 | 9.09 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 19,940 | -2.35 | 5,522 | 7.43 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 609 | 0.00 | 169 | 9.80 | ||||
2025-07-29 | 13F | Hartline Investment Corp/ | 4,306 | 0.00 | 1,193 | 9.96 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,569 | 19.86 | 435 | 31.91 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 62 | 6,100.00 | 17 | 0.00 | ||||
2025-08-05 | 13F | Burney Co/ | 800 | -23.81 | 221 | -16.29 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 375 | 21.75 | 104 | 33.77 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 5,735 | 0.92 | 1,588 | 11.05 | ||||
2025-08-11 | 13F | Performa Ltd (US), LLC | 27,962 | 0.16 | 7,744 | 10.17 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2,031 | 563 | ||||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1,152 | 319 | ||||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 2,426 | 2.54 | 673 | 12.94 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 3 | 0.00 | 1 | |||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 724 | -68.49 | 200 | -65.40 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 150 | 0.00 | 42 | 10.81 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 744 | -10.36 | 213 | 2.40 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 19,628 | -29.49 | 5,436 | -30.28 | ||||
2025-08-12 | 13F | Miller Financial Services LLC | 751 | 208 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | North Star Investment Management Corp. | 774 | 0.00 | 214 | 10.31 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 933 | 258 | ||||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | Next Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 7,039 | -1.25 | 1,949 | 8.64 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 27,966 | 2.88 | 7,745 | 13.15 | ||||
2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 5,503 | 0.44 | 1,524 | 10.51 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 7 | 2 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,011 | 17.23 | 4,157 | 28.98 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 176 | 0.00 | 49 | 9.09 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 752 | 208 | ||||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 26,540 | -0.61 | 7,350 | 9.33 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 3,769 | -0.29 | 1,044 | 9.67 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,769 | 9.76 | 1,044 | 20.72 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 1,323 | 6.01 | 366 | 16.56 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 1,239 | 2.91 | 343 | 13.20 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10,148 | 2,810 | ||||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 217 | 0.00 | 60 | 11.11 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1,117 | 2.01 | 310 | 12.36 | ||||
2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | McAdam, LLC | 80,703 | -0.45 | 22,350 | 9.49 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3,527 | -0.62 | 977 | 21.70 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 22,511 | -9.83 | 6,234 | -0.81 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,470 | -0.88 | 407 | 9.12 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 9,618 | -64.85 | 2,664 | -61.35 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 3,621 | -16.78 | 1,003 | -8.49 | ||||
2025-07-24 | 13F | Lmcg Investments, Llc | 46,761 | -3.27 | 12,950 | 6.39 | ||||
2025-04-10 | 13F | Cathy Pareto & Associates, Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 2,544 | -58.28 | 705 | -54.14 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4,352 | 10.32 | 1,246 | 33.83 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 3,261 | -16.41 | 903 | -8.15 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 11,242 | 5.71 | 3,113 | 16.29 | ||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 2,770 | -2.77 | 767 | 6.97 | ||||
2025-08-07 | 13F | Northwest Bancshares, Inc. | 2,482 | -1.08 | 687 | 8.87 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spinnaker Trust | 966 | 0.00 | 268 | 9.88 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,429 | -9.23 | 673 | -0.15 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 652 | 30.14 | 181 | 42.86 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 2,601 | -4.13 | 720 | 5.42 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 156 | 0.00 | 43 | 10.26 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 396 | 0.00 | 110 | 10.10 | ||||
2025-07-16 | 13F | Congress Asset Management Co /ma | 38,842 | -53.40 | 10,757 | -48.74 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 844 | 0.00 | 234 | 9.91 | ||||
2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 1,242 | 0.00 | 344 | 9.94 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 73,712 | 2.97 | 20,414 | 13.26 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 1,881,972 | 0.41 | 521,194 | 10.45 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 2,610 | 168.24 | 723 | 195.90 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 757 | -7.68 | 210 | 1.46 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 1,844 | 0.00 | 511 | 9.91 | ||||
2025-08-11 | 13F | Battery Global Advisors, LLC | 3,680 | 0.00 | 1,021 | 10.15 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 27,573 | -8.39 | 7,636 | 0.77 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 37,837 | 143.18 | 10,479 | 167.50 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1,914 | 11.09 | 530 | 22.40 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 120 | 0.00 | 33 | 10.00 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,255 | -2.94 | 350 | 7.69 | ||||
2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 54,245 | 0.07 | 15,022 | 10.08 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 30 | 0.00 | 8 | 14.29 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 20,877 | 0.70 | 5,782 | 10.77 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9,500 | -28.45 | 2,631 | -21.30 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,273 | 353 | ||||||
2025-08-12 | 13F | Athena Investment Management | 2,151 | -3.84 | 596 | 5.68 | ||||
2025-07-02 | 13F | Dentgroup LLC | 7,298 | -2.63 | 2,021 | 7.16 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 371 | 0.00 | 103 | 9.68 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3,157 | 874 | ||||||
2025-05-14 | 13F | Wescott Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Systelligence, LLC | 18,408 | -58.25 | 5,098 | -54.09 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 378 | -7.13 | 105 | 1.96 | ||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 3,896 | 13.85 | 1,079 | 25.20 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 835 | 2.20 | 231 | 12.68 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 23,337 | 0.00 | 6,463 | 9.99 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 3,178 | -7.64 | 880 | 1.62 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 121 | 34 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 77,748 | 24.09 | 21,531 | 36.50 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6,517 | -1.60 | 1,805 | 8.28 | ||||
2025-07-08 | 13F | First International Bank & Trust | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 107 | 30 | ||||||
2025-08-11 | 13F | First American Trust, Fsb | 32,751 | 2.97 | 9,070 | 13.26 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 1,123 | 0.00 | 311 | 10.28 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 1,619 | 3.52 | 0 | |||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 995 | -9.05 | 276 | 0.00 | ||||
2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3,098 | -15.63 | 858 | -7.25 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 353,707 | -1.26 | 98 | 7.78 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 11,903 | -52.60 | 3,296 | -47.86 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 1,429 | -9.10 | 396 | 0.00 | ||||
2025-07-18 | 13F | Ewa, Llc | 1,393 | -5.69 | 386 | 3.77 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 261 | 193.26 | 72 | 227.27 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1,601 | 43.46 | 444 | 58.57 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 4,106 | 44.12 | 1,137 | 58.58 | ||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 59,263 | 1.35 | 16,412 | 11.49 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 46 | 31.43 | 13 | 50.00 | ||||
2025-08-06 | 13F | Axim Planning & Wealth | 990 | -11.92 | 274 | -2.84 | ||||
2025-04-23 | 13F | Bluesphere Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 22,474 | 1.71 | 6,224 | 11.86 | ||||
2025-07-21 | 13F | Hilltop National Bank | 11,224 | 21.76 | 3,108 | 20.42 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 601 | -11.09 | 166 | -2.35 | ||||
2025-07-30 | 13F | Green Square Capital Advisors Llc | 3,860 | -9.39 | 1,069 | -0.37 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 180 | 0.00 | 50 | 8.89 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 15,929 | -12.73 | 4,411 | -4.00 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 1,341 | 371 | ||||||
2025-08-06 | 13F | Csenge Advisory Group | 5,109 | -2.91 | 1,348 | 8.28 | ||||
2025-07-31 | 13F | FSA Investment Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32,906 | 0.40 | 9,113 | 10.45 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 1,229 | -0.57 | 340 | 9.32 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 513,229 | 0.19 | 142,349 | 10.37 | ||||
2025-07-18 | 13F | GEN Financial Management, INC. | 2,884 | 0.49 | 799 | 10.53 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 10 | 0.00 | 3 | 0.00 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 3,909 | 5.34 | 1,083 | 15.85 | ||||
2025-08-15 | 13F | Cooksen Wealth, LLC | 6,174 | -9.41 | 1,710 | -3.77 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 58,003 | 849.00 | 16,073 | 945.06 | ||||
2025-08-05 | 13F | Dahring | Cusmano Llc | 2,133 | 14.68 | 591 | 26.07 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 149 | -13.87 | 41 | -4.65 | ||||
2025-07-11 | 13F | First PREMIER Bank | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Jeppson Wealth Management, Llc | 1,282 | 0.00 | 355 | 10.25 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 4 | 0.00 | 1 | 0.00 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,308 | 1.18 | 639 | 11.32 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 1,321 | -45.21 | 366 | -39.87 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1,650 | 0.00 | 416 | 0.00 | ||||
2025-08-11 | 13F | New Age Alpha Advisors, LLC | 54 | 15 | ||||||
2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES | 54 | 15 | ||||||
2025-04-29 | 13F | DT Investment Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Summit Financial, LLC | 18,563 | 54.25 | 5,149 | 69.96 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 810 | -42.31 | 0 | |||||
2025-07-14 | 13F | S.A. Mason LLC | 1,444 | 0.00 | 400 | 9.92 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 5,361 | 3.65 | 1,485 | 13.98 | ||||
2025-07-23 | 13F | Center For Asset Management LLC | 4,610 | 27.70 | 1,293 | 42.29 | ||||
2025-08-06 | 13F | North Capital, Inc. | 15 | 0.00 | 4 | 33.33 | ||||
2025-04-29 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 99 | 0.00 | 27 | 12.50 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 144 | -12.20 | 40 | -4.88 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 29 | -77.52 | 8 | -75.00 | ||||
2025-07-11 | 13F | Brendel Financial Advisors LLC | 2,073 | 1 | ||||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1,325 | -2.14 | 334 | -12.14 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2,160 | -21.37 | 598 | -13.46 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1,924,932 | 100.83 | 533,099 | 120.91 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 61 | 0.00 | 17 | 6.67 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 25,467 | -2.07 | 7,053 | 7.71 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 1,303 | 361 | ||||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1,433 | 0.00 | 397 | 10.00 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 | 0.00 | 0 | |||||
2025-07-14 | 13F/A | Seek First Inc. | 14,016 | 5.96 | 3,881 | 16.55 | ||||
2025-07-28 | 13F | Copia Wealth Management | 1,281 | 0.00 | 355 | 9.94 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 7,078 | 0.07 | 1,960 | 10.11 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 350 | 0.00 | 97 | 9.09 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 209 | 0.00 | 58 | 9.62 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2,982 | -9.06 | 826 | 0.00 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 399 | -47.98 | 110 | -43.01 | ||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 13,756 | -2.40 | 3,810 | 7.02 | ||||
2025-07-07 | 13F | Lwm Advisors Inc | 942 | 0.00 | 261 | 7.88 | ||||
2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 1,159 | -33.39 | 321 | -26.94 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 2,842 | -2.44 | 788 | 7.37 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 1,393 | 1.31 | 386 | 11.27 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 396 | -19.02 | 110 | -11.38 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 285 | 0.00 | 79 | 9.86 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 4,753 | -30.33 | 1,316 | -23.35 | ||||
2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 2,476 | -0.80 | 1 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 860 | 238 | ||||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 16,953 | -4.04 | 4,695 | 5.55 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 110 | 0.00 | 31 | 11.11 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 135,834 | 137.55 | 37,618 | 161.31 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 9,788 | -16.90 | 3 | 0.00 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,056 | 1.26 | 846 | 11.46 | ||||
2025-08-01 | 13F | Planning Directions Inc | 1,465 | -82.77 | 406 | -81.07 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 225 | 0.00 | 62 | 10.71 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 133 | 0.00 | 37 | 9.09 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 52,253 | 110.03 | 14,471 | 131.04 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 139 | 0.00 | 38 | 11.76 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 1,368 | 0.00 | 379 | 9.88 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 11,380 | -9.85 | 3,152 | -0.85 | ||||
2025-08-12 | 13F | MAI Capital Management | 7,600 | 8.43 | 2,105 | 19.27 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 7,453 | 0.00 | 2,064 | 10.02 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 16,518 | -1.73 | 4,575 | 8.11 | ||||
2025-08-08 | 13F | Sawgrass Asset Management Llc | 5,433 | -0.86 | 1,505 | 9.06 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 403,922 | -2.69 | 111,539 | 6.85 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 781 | 216 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 79 | -53.25 | 22 | -50.00 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 573 | 29.93 | 159 | 42.34 | ||||
2025-05-07 | 13F | Ramirez Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 877 | -4.57 | 0 | |||||
2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 6,634 | -4.75 | 1,837 | 4.79 | ||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | United Bank | 4,205 | 0.00 | 1,165 | 10.02 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 161 | -13.44 | 45 | -2.17 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 1,622 | -16.65 | 449 | -8.18 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,266 | -1.48 | 351 | 8.36 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 21,725 | -12.67 | 6,017 | -3.94 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 793 | 0.00 | 220 | 10.05 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 4,058 | 17.62 | 1,124 | 29.38 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3,103 | -12.79 | 781 | -21.59 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 1,394 | 0.00 | 386 | 10.29 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 996 | -7.00 | 276 | 2.60 | ||||
2025-07-18 | 13F | First Pacific Financial | 603 | 0.00 | 167 | 9.93 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 758 | -28.63 | 210 | -21.72 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 967 | 268 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 1,086 | 8.71 | 301 | 19.92 | ||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 1,622 | -12.84 | 449 | -4.06 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 6,179 | 0.15 | 1,712 | 10.17 | ||||
2025-07-16 | 13F | Rebalance, Llc | 5,695 | -0.23 | 1,577 | 9.74 | ||||
2025-07-17 | 13F | City Holding Co | 4,195 | -1.73 | 1,162 | 8.10 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 2,519 | 2.36 | 634 | -11.70 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 1,911 | 0.00 | 529 | 9.98 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 2,263 | 10.23 | 1 | |||||
2025-08-04 | 13F | AMG National Trust Bank | 3,423 | -8.43 | 948 | 0.64 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 2,246 | 0.00 | 623 | 10.27 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 462 | 0.00 | 128 | 9.48 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 18,366 | -1.33 | 5,086 | 8.54 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5,441 | 11.70 | 1,507 | 22.84 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 3,236 | 0.00 | 896 | 10.07 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 2,159 | 24.87 | 601 | 42.86 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 17,835 | 0.45 | 4,939 | 10.49 | ||||
2025-07-10 | 13F | Trust Point Inc. | 7,747 | -40.75 | 2,145 | -34.82 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 1,611 | -0.98 | 446 | 9.05 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 5,858 | -2.88 | 1,626 | 7.11 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,820 | -4.76 | 504 | 4.78 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 3,000 | 831 | ||||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 5,378 | 0.00 | 1,489 | 9.97 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 311 | -91.87 | 86 | -91.07 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2,585 | 716 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Marion Wealth Management | 34,117 | 3.09 | 9,448 | 13.41 | ||||
2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 11,687 | 3,196 | ||||||
2025-07-03 | 13F | Trust Co of the South | 26,664 | 56.09 | 7,384 | 71.72 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 307,165 | 5,905.18 | 85,066 | 6,509.63 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 1,720 | 0.00 | 476 | 10.19 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 197 | 0.00 | 55 | 10.20 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 748 | -2.60 | 207 | 7.25 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 1,726 | -1.32 | 478 | 8.41 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 688,885 | 6.56 | 190,229 | 16.32 | ||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 3,402 | -1.08 | 942 | 8.53 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 1,915 | 0.00 | 530 | 9.96 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 4,072 | -11.88 | 1,128 | -3.10 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 1,582 | 5.33 | 438 | 15.87 | ||||
2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 30,239 | 0.26 | 8,374 | 10.29 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 1,581 | 0.00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 222,471 | 1.73 | 61,612 | 11.90 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 6,916 | 97.60 | 1,741 | 77.65 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 55 | 15 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 13,027 | 4 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 29,798 | 4.05 | 8,265 | 14.62 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 6,621 | -2.90 | 1,852 | 14.83 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 7,687 | -5.12 | 2,129 | 4.36 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 215 | -4.87 | 60 | 5.36 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 131,313 | 4.44 | 36,366 | 14.89 | ||||
2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 867,132 | 4.75 | 240,143 | 15.22 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 3,045 | 0.00 | 767 | -10.09 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 54 | 0.00 | 15 | 7.69 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 60,476 | -1.50 | 16,748 | 8.35 | ||||
2025-07-16 | 13F | Cove Private Wealth, LLC | 759 | 210 | ||||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 12,670 | -0.44 | 3,509 | 9.49 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 11,339 | -0.81 | 3,140 | 9.10 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,565 | -1.99 | 730 | 12.14 | ||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 1,273 | 41.44 | 353 | 39.68 | ||||
2025-05-14 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 129,646 | 3.32 | 35,904 | 13.65 | ||||
2025-08-04 | 13F | Spire Wealth Management | 1,021 | -22.06 | 283 | -14.29 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 29,090 | -9.22 | 8,056 | -0.14 | ||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 2,726 | 7.83 | 755 | 18.55 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 882 | -51.08 | 244 | -46.14 | ||||
2025-08-12 | 13F | Change Path, LLC | 1,875 | -21.32 | 519 | -13.36 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 866,190 | -2.01 | 239,883 | 7.78 | ||||
2025-08-12 | 13F | Associated Banc-corp | 20,157 | 1.65 | 5,582 | 11.82 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 15,524 | 3.46 | 4,299 | 13.82 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 2,849 | -0.97 | 789 | 8.98 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 13 | 0.00 | 4 | 0.00 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 2,504 | -1.88 | 693 | 7.94 | ||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 1,217 | 0.00 | 344 | 18.28 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 29,919 | -0.24 | 8,286 | 9.72 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 2,034 | 6.72 | 563 | 17.54 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 76,698 | 0.68 | 21,241 | 10.74 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 757 | 210 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 115,832 | 1.73 | 32,079 | 11.90 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 19,081 | 6.01 | 5,284 | 16.62 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 243 | 0.00 | 67 | 9.84 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2,560 | 0.00 | 709 | 9.94 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 20,126 | -0.90 | 5,574 | 9.00 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 3,164 | -93.59 | 876 | -92.95 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 463 | 0.00 | 128 | 10.34 | ||||
2025-07-15 | 13F | Norden Group Llc | 1,527 | -61.83 | 423 | -58.09 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 1,702 | -14.99 | 0 | |||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 7,345 | -57.09 | 2,034 | -52.80 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 139,346 | -0.49 | 38,591 | 9.45 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 11,215 | 0.94 | 3,106 | 11.05 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 934 | 0.00 | 259 | 9.79 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 1,086 | 0.00 | 301 | 9.89 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5,512 | -21.41 | 1,527 | -13.59 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 13,332 | 1.36 | 3,692 | 11.51 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,014 | 41.24 | 1,942 | 55.36 | ||||
2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2,740 | 14.88 | 759 | 26.33 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 1,340 | 0.00 | 371 | 10.09 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 28 | 0.00 | 8 | 0.00 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 15 | 4 | ||||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Addison Advisors LLC | 255 | 0.00 | 71 | 9.38 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 3,362 | 101.80 | 931 | 122.20 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 1,750 | -47.08 | 485 | -41.83 | ||||
2025-07-30 | 13F | Whittier Trust Co | 7,000 | 0.00 | 1,939 | 9.99 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 10,530 | -0.58 | 2,916 | 9.38 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 767 | -8.14 | 218 | 5.31 | ||||
2025-07-11 | 13F | Bell Bank | 2,187 | 0.00 | 606 | 10.00 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Grove Bank & Trust | 126 | 0.00 | 35 | 9.68 | ||||
2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 726 | 201 | ||||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 48,562 | 18.47 | 13,449 | 30.31 | ||||
2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 8,694 | -42.19 | 2,408 | -36.42 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17,861 | 6.94 | 4,946 | 17.62 | ||||
2025-07-02 | 13F | InvesTrust | 1,697 | 2.11 | 470 | 12.20 | ||||
2025-07-21 | 13F | Capital Planning LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 8,219 | -12.27 | 2,276 | -3.48 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 6,725 | 3.81 | 1,863 | 14.16 | ||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 19 | 0.00 | 5 | 25.00 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 2,239 | 25.50 | 620 | 38.08 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10,229 | -17.11 | 2,833 | -8.82 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 1,074 | 5.60 | 297 | 16.02 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 1,350 | 0.15 | 378 | 11.21 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 7,163 | 7.49 | 1,984 | 18.18 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 66,357 | -5.64 | 18,377 | 3.79 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7,958 | -1.23 | 2,204 | 8.63 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 10,494 | 19.75 | 2,906 | 31.73 | ||||
2025-08-14 | 13F | Goodwin Investment Advisory | 2,680 | -4.29 | 742 | 5.40 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 9,973 | -4.03 | 2,766 | 5.53 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 20 | 6 | ||||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 502 | 3.51 | 139 | 13.93 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,118 | 32.71 | 1,140 | 45.97 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 7,637 | 0.10 | 2,115 | 10.10 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 18 | 0.00 | 5 | 0.00 | ||||
2025-04-11 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 1,760 | 0.28 | 487 | 10.43 | ||||
2025-07-22 | 13F | Willner & Heller, Llc | 4,004 | -4.05 | 1,109 | 5.52 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1,657 | -35.55 | 459 | -29.21 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bank Of Hawaii | 4,110 | 6.31 | 1,138 | 16.96 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 6,295 | -62.17 | 1,743 | -58.39 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 46 | 48.39 | 13 | 71.43 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 10,878 | -1.61 | 3,013 | 8.23 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 26,900 | -26.30 | 7,450 | -18.94 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 7,400 | -57.47 | 2,049 | -53.22 | |||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,017 | 582.97 | 1,666 | 653.85 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1,834 | -0.38 | 508 | 9.50 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 9,108 | -1.62 | 2,522 | 8.24 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 1,589 | 51.33 | 440 | 66.67 | ||||
2025-08-11 | 13F | Citigroup Inc | 24,629 | 39.75 | 6,821 | 53.74 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 503 | 13.54 | 140 | 25.23 | ||||
2025-07-16 | 13F | ORG Partners LLC | 410 | 8.75 | 114 | 20.00 | ||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 724 | -8.70 | 201 | -9.91 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 93,880 | -0.03 | 26,433 | 11.80 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 502,158 | 2.40 | 139,068 | 12.64 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 2,843 | 0.00 | 787 | 10.07 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3,945 | 0.00 | 1,093 | 9.97 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 2,978 | -2.36 | 825 | 7.43 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 317,808 | 9.08 | 88,014 | 19.99 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 21 | 0.00 | 6 | 0.00 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 345 | -10.39 | 96 | -1.04 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51,653 | 24.86 | 14,305 | 37.34 | ||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 85,218 | 2.96 | 23,600 | 13.25 | ||||
2025-08-13 | 13F | Alerus Financial Na | 311 | 86 | ||||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2,771 | 26.99 | 768 | 25.53 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 3,015 | 5,698.08 | 835 | 6,315.38 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 32,583 | 1,460.49 | 9,024 | 1,618.67 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 261 | 0.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,224 | -16.89 | 893 | -8.98 | ||||
2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 30,532 | 8.14 | 8,456 | 18.95 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 63,854 | 0.76 | 17,684 | 10.83 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 3,840 | 4.23 | 1,063 | 14.67 | ||||
2025-08-14 | 13F | Tandem Financial, LLC | 4,271 | -66.83 | 1,185 | -63.47 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 12 | 0.00 | 3 | 0.00 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 152 | 0.00 | 42 | 2.44 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 4,898 | 8.63 | 1 | 0.00 | ||||
2025-07-16 | 13F | Plancorp, LLC | 2,023 | 0.00 | 560 | 10.02 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 85 | 24 | ||||||
2025-07-07 | 13F | Wesbanco Bank Inc | 49,306 | 3.88 | 13,655 | 14.26 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 130 | 0.00 | 36 | 12.50 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,229 | -4.53 | 1,448 | 4.55 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 588 | -86.36 | 0 | -100.00 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6,604 | 1,831 | ||||||
2025-07-11 | 13F | Diversified Trust Co | 4,342 | 0.86 | 1,202 | 10.99 | ||||
2025-07-09 | 13F | Aurelius Family Office LLC | 9,235 | 15.47 | 2,557 | 27.02 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 1,099 | 0.00 | 304 | 10.14 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 173 | 0.00 | 48 | 9.30 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 338,104 | 4.83 | 93,634 | 15.31 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 104 | 0.00 | 29 | 11.54 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1,540,575 | 1.72 | 426,647 | 11.89 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3,573 | -6.83 | 990 | 2.49 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 1,777 | -3.69 | 492 | 6.03 | ||||
2025-08-14 | 13F | Apriem Advisors | 4,774 | 4.49 | 1,322 | 14.96 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 2,563 | -0.04 | 710 | 9.92 | ||||
2025-08-18 | 13F | Finward Bancorp | 1,576 | 0.00 | 436 | 10.10 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 31,190 | 34.17 | 8,638 | 47.59 | ||||
2025-08-07 | 13F | Resolute Advisors LLC | 1,888 | 0.00 | 524 | 10.11 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 2,120 | -14.10 | 587 | -5.48 | ||||
2025-08-12 | 13F | Bravias Capital Group, LLC | 1,535 | 4.21 | 425 | 14.86 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 399 | 0.00 | 110 | 10.00 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,564 | -14.06 | 987 | -5.37 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 7,172 | -78.17 | 1,986 | -75.99 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 5,537 | 0.04 | 1,533 | 10.05 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 9,953,009 | 0.99 | 2,756,386 | 11.08 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 2,768 | -4.06 | 766 | 5.51 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5,396 | -0.22 | 1,494 | 9.77 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 230 | 228.57 | 64 | 270.59 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 1,667 | 53.92 | 462 | 69.49 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 15,883 | 0.00 | 4,399 | 10.01 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 1,846 | -2.33 | 465 | -12.29 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15,529 | -10.65 | 4,301 | -1.71 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 7,016 | 3.31 | 1,943 | 15.53 | ||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 4,896 | 0.00 | 1,366 | 16.97 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 205 | 0.00 | 57 | 9.80 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 781 | -2.50 | 223 | 10.95 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 2,186 | 4.14 | 606 | 14.58 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 18,841 | 3.17 | 5,218 | 13.49 | ||||
2025-04-09 | 13F | Dakota Community Bank & Trust NA | 51 | 13 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 642,042 | 6.70 | 177,807 | 17.37 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 281 | 0.00 | 78 | 10.00 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 7,161 | 1,983 | ||||||
2025-07-16 | 13F | American National Bank | 6,326 | 217.41 | 1,752 | 249.50 | ||||
2025-07-28 | 13F | Courier Capital Llc | 1,553 | 31.05 | 430 | 44.30 | ||||
2025-07-17 | 13F | Michels Family Financial, LLC | 4,874 | 1.75 | 1,350 | 11.95 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 1,318 | -0.30 | 365 | 9.94 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 97 | 0.00 | 27 | 8.33 | ||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 1,980 | 0.00 | 548 | 10.04 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 35,700 | 363.64 | 9,887 | 410.11 | |||
2025-08-14 | 13F | SWAN Capital LLC | 44,947 | 87.81 | 12,448 | 106.59 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 763 | 211 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 13,749 | -1.02 | 3,808 | 8.86 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 22,600 | 283.05 | 6,259 | 321.41 | |||
2025-08-13 | 13F | Baird Financial Group, Inc. | 39,596 | -6.91 | 10,966 | 2.39 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 4 | 0.00 | 0 | |||||
2025-08-14 | 13F | Graney & King, LLC | 1,158 | -0.26 | 321 | 9.59 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 300 | 0.00 | 83 | 10.67 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 1,005 | 0.00 | 278 | 9.88 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 5,831 | 0.34 | 1,615 | 10.40 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 96 | 0.00 | 27 | 8.33 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 9,096 | -5.44 | 2,519 | 4.01 | ||||
2025-05-02 | 13F | MTC Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1,245 | 9.11 | 345 | 19.86 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 7 | 0.00 | 2 | 0.00 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Carr Financial Group Corp | 988 | 0.00 | 274 | 10.08 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 41 | 11 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 233 | 0.00 | 65 | 10.34 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 36,001 | -13.97 | 9,970 | -5.36 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 450 | 2.04 | 125 | 11.71 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 254 | 70 | ||||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 4,770 | -4.22 | 1,321 | 5.43 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 625 | 90.55 | 173 | 110.98 | ||||
2025-05-09 | 13F | Rollins Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 426 | 8.12 | 118 | 6.36 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 250,196 | 12.38 | 69,289 | 23.61 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 947 | 0.00 | 262 | 10.08 | ||||
2025-08-01 | 13F | Taylor Financial Group, Inc. | 1,971 | 4.51 | 546 | 14.98 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 1,975 | -0.60 | 548 | 9.40 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 1,984 | -0.20 | 549 | 9.80 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 860 | -6.52 | 238 | 3.03 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 39 | -18.75 | 11 | -16.67 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 22,364 | 5.32 | 6,194 | 15.84 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 12,994 | -38.68 | 4 | -40.00 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 3,079 | -0.26 | 853 | 9.65 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,257 | -15.05 | 625 | -15.99 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 24 | 7 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,973 | 16.46 | 2,485 | 28.09 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 26,438 | -1.83 | 7,322 | 7.98 | ||||
2025-08-08 | 13F | Rakuten Securities, Inc. | 4 | 0.00 | 1 | 0.00 | ||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 1,838 | 6.06 | 509 | 16.74 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,839 | 4.91 | 509 | 15.42 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 174 | 0.00 | 48 | 11.63 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 812 | 225 | ||||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 4,456 | -1.35 | 1,234 | 8.44 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 367,032 | 27.04 | 101,646 | 39.74 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 50,992 | 4.04 | 14,122 | 14.43 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 62 | -50.00 | 17 | -45.16 | ||||
2025-05-12 | 13F | Cooper Financial Group | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 35,266 | 9,767 | ||||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 2,265 | -12.24 | 1 | |||||
2025-08-14 | 13F | Comerica Bank | 74,512 | 5.29 | 20,635 | 15.81 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 4,879 | 84.11 | 1,351 | 102.55 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 1,783 | -0.11 | 494 | 9.80 | ||||
2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 24,944 | -5.85 | 6,908 | 3.55 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 13,180 | -0.84 | 3,650 | 9.09 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 3,588 | -12.72 | 994 | -4.06 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 1,325 | 0.00 | 366 | 16.19 | ||||
2025-07-23 | 13F | Friedenthal Financial | 7 | 0.00 | 2 | 0.00 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 4,802 | -1.17 | 1,330 | 8.67 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 1,226 | 48.61 | 340 | 64.25 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 9,752 | 2.47 | 2,701 | 12.69 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 933 | 2.64 | 258 | 13.16 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 2,008 | 1.83 | 556 | 12.10 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 4,011 | 72.07 | 1,111 | 70.25 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 1,568 | 0.06 | 434 | 10.15 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 9,113 | 42.46 | 2,524 | 56.71 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 5,506 | -71.33 | 1,525 | -68.48 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 1,838 | 19.20 | 509 | 31.19 | ||||
2025-08-12 | 13F | MWA Asset Management | 1,708 | -7.22 | 473 | 2.16 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 24,651 | 4.33 | 6,827 | 14.76 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3,827 | 1.92 | 1,068 | 12.91 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13,863 | -0.65 | 3,839 | 9.28 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 158 | 44 | ||||||
2025-07-17 | 13F | Stephens Group Asset Management, Llc | 51,940 | 20.56 | 14,384 | 32.61 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Bangor Savings Bank | 195 | 0.00 | 54 | 10.20 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 193 | -6.31 | 49 | -5.88 | ||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,343 | -18.57 | 21 | -8.70 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Heritage Wealth Advisors | 60 | 17 | ||||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8,611 | 2,388 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 295,778 | -0.29 | 81,913 | 9.68 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 59 | 0.00 | 16 | 14.29 | ||||
2025-04-17 | 13F | Vista Investment Partners Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 999 | 23.18 | 277 | 35.78 | ||||
2025-05-06 | 13F | Roundview Capital LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Dakota Wealth Management | 750 | 208 | ||||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 10,773 | 2.68 | 2,984 | 12.95 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 33 | 0.00 | 9 | 12.50 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4,050 | 58.70 | 1,121 | 74.61 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 1,350 | 0.00 | 374 | 10.03 | ||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 972 | 0.00 | 269 | 10.25 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-14 | 13F | JT Stratford LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 136 | 0.00 | 38 | 8.82 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 1,086 | 6.78 | 301 | 17.65 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 16,465 | 6.00 | 4,560 | 16.60 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 396 | -88.94 | 110 | -87.90 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 25,611 | 3.86 | 7,093 | 14.24 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17,539 | 4.72 | 5,024 | 18.32 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 20 | 0.00 | 6 | 0.00 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | New Millennium Group LLC | 577 | -5.10 | 160 | 3.92 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 94 | 26 | ||||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 37,913 | -3.23 | 10,500 | 6.45 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 91 | -22.88 | 25 | -13.79 | ||||
2025-07-31 | 13F | Cornerstone Management, Inc. | 28,401 | 7.65 | 7,865 | 18.41 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 15 | 0.00 | 4 | 33.33 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 1,830 | -3.43 | 507 | 6.08 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 6,260 | -3.08 | 1,734 | 6.58 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,601 | 228.41 | 720 | 261.81 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 357,304 | 7.11 | 98,952 | 17.81 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1,494 | -13.34 | 414 | -4.84 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 4,039 | 18.13 | 1,017 | 6.17 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 55,539 | 49.35 | 15,381 | 64.28 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 12,590 | 0.00 | 3,487 | 10.00 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 2,509 | -0.95 | 695 | 8.95 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 11,311 | 9.25 | 3,132 | 20.18 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 51 | 0.00 | 14 | 16.67 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 1,519 | 0.00 | 421 | 9.95 | ||||
2025-07-29 | 13F | Northeast Investment Management | 2,061 | -2.55 | 571 | 7.14 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 80,143 | -4.98 | 22 | 4.76 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 135,851 | 0.89 | 37,595 | 10.98 | ||||
2025-07-31 | 13F | City State Bank | 210 | 0.00 | 58 | 11.54 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 5,663 | 5.16 | 1,568 | 15.72 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 1,368 | -74.13 | 379 | -71.60 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,230 | 0.27 | 618 | 10.38 | ||||
2025-08-04 | 13F | One Day In July LLC | 113,009 | 7.76 | 31,297 | 18.53 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 1,110 | 307 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 37,165 | 48.79 | 10,292 | 63.68 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 931 | -25.46 | 0 | |||||
2025-07-23 | 13F | Opulen Financial Group LLC | 6,904 | -1.19 | 1,912 | 8.64 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 364,162 | -2.38 | 100,852 | 7.38 | ||||
2025-04-28 | 13F | Moody Lynn & Lieberson, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 54,722 | -3.35 | 15 | 7.14 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 88,749 | -1.82 | 24,615 | 8.16 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 8,019 | -61.32 | 2,221 | -57.46 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 15,085 | 12.52 | 4,178 | 139,133.33 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 847 | 234 | ||||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 2,715 | -5.89 | 752 | 3.44 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 1,642 | 2.82 | 0 | |||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1,296 | -1.29 | 359 | 8.48 | ||||
2025-08-27 | NP | VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares | 1 | 0.00 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 34,872 | 36.95 | 10 | 50.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 54,415 | -4.66 | 15 | 7.14 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 3,702 | -14.46 | 1,025 | -5.88 | ||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 1,044 | -11.75 | 289 | -2.69 | ||||
2025-07-31 | 13F | Brian Low Financial Group, Llc | 1,213 | 336 | ||||||
2025-08-27 | NP | Advanced Series Trust - Ast Small-cap Growth Portfolio | 24,147 | 0.00 | 6,687 | 10.00 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 80 | 0.00 | 22 | 10.00 | ||||
2025-08-14 | 13F | Betterment LLC | 17,111 | 3.12 | 5 | 0.00 | ||||
2025-08-05 | 13F | Key FInancial Inc | 2,251 | 0.22 | 623 | 10.27 | ||||
2025-08-12 | 13F | Covington Investment Advisors Inc. | 6,227 | -0.24 | 2 | 0.00 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Dravo Bay Llc | 4,607 | -3.42 | 1,276 | 6.25 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 995 | -3.68 | 275 | 5.77 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,500 | 115.91 | 2,631 | 137.58 | |||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,298 | -36.31 | 360 | -30.02 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 1,300 | -83.33 | 360 | -81.66 | |||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 54,883 | -7.47 | 15,199 | 16.60 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2,524 | -86.85 | 699 | -85.56 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 2,500 | 692 | |||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 842 | -1.52 | 233 | 8.37 | ||||
2025-08-07 | 13F | Allworth Financial LP | 5,925 | 39.54 | 1,641 | 56.79 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 37,842 | -13.86 | 10,480 | -5.24 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 400 | 0.00 | 111 | 10.00 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 1,237 | -6.00 | 343 | 3.32 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 6,914 | -5.05 | 1,915 | 4.42 | ||||
2025-08-05 | 13F | Tsfg, Llc | 2,416 | -6.47 | 1 | |||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 6,686 | 0.00 | 1,865 | 16.28 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 959 | -1.34 | 266 | 8.61 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 6,824 | -3.68 | 1,887 | 5.77 | ||||
2025-08-14 | 13F | Mariner, LLC | 203,119 | 3.41 | 56,252 | 13.75 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 161 | 0.00 | 45 | 10.00 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 4,113 | 7.22 | 1,139 | 18.03 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 18,533 | 18.88 | 5,133 | 30.75 | ||||
2025-07-31 | 13F | BIP Alliance, LLC | 1,606 | -2.37 | 445 | 7.25 | ||||
2025-08-08 | 13F | WP Advisors, LLC | 38,551 | -0.11 | 10,676 | 9.87 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 4,193 | 9.74 | 1,185 | 31.37 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 321 | 0.00 | 89 | 10.00 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 1,083 | -87.85 | 300 | -86.68 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 4,486 | 12.63 | 1,242 | 23.95 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 3,482 | -0.40 | 964 | |||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 11,614 | 0.00 | 3,216 | 9.99 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,853 | 0.59 | 2,175 | 10.64 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12,933 | 109.61 | 3,582 | 130.59 | ||||
2025-08-13 | 13F | American Money Management, LLC | 1,132 | -5.03 | 313 | 4.33 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 443,257 | -4.31 | 122,755 | 5.25 | ||||
2025-08-13 | 13F | F/M Investments LLC | 740 | 205 | ||||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 14,380 | 3 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15,342 | -3.49 | 4,249 | 6.15 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 39 | -50.63 | 11 | -47.37 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 1,266 | 0.00 | 351 | 10.38 | ||||
2025-04-21 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 1 | 0.00 | 0 | |||||
2025-08-13 | 13F | Smith, Moore & Co. | 1,138 | -6.95 | 315 | 2.61 | ||||
2025-08-14 | 13F | Dearborn Partners Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | HB Wealth Management, LLC | 28,893 | -3.66 | 8,002 | 5.97 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 108 | 0.00 | 30 | 7.41 | ||||
2025-08-08 | 13F | Bailard, Inc. | 17,766 | 4,920 | ||||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,677 | -14.70 | 464 | -6.07 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 222,653 | 1.72 | 61,662 | 11.89 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 7,614 | 80.13 | 2,109 | 98.12 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 897 | -74.55 | 249 | -72.04 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 8 | 2 | ||||||
2025-05-01 | 13F | APCM Wealth Management for Individuals | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Farmers National Bank | 1,018 | 8.88 | 282 | 19.57 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 736 | 204 | ||||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 3,203 | 91.11 | 899 | 113.54 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 3,062 | -11.61 | 848 | -2.87 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 807 | 224 | ||||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,547 | -2.15 | 429 | 7.54 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 10 | -65.52 | 3 | -71.43 | ||||
2025-07-18 | 13F | Vigilare Wealth Management | 800 | 0.00 | 222 | 9.95 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 1,087 | 0.00 | 301 | 10.26 | ||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 15,558 | -1.24 | 4,309 | 8.62 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 164 | -73.51 | 45 | -70.97 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,210 | -4.72 | 334 | 5.70 | ||||
2025-07-23 | 13F | Matisse Capital | 9,554 | 0.00 | 2,646 | 9.98 | ||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 894 | 2.17 | 248 | 12.27 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 106 | -41.11 | 29 | -42.00 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 8 | 300.00 | 2 | |||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 5,726 | 0.14 | 1,586 | 10.15 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 4,040 | -12.69 | 1,119 | -3.95 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 55,266 | 5.60 | 15,305 | 16.16 | ||||
2025-08-06 | 13F/A | Headland Capital, LLC | 1,464 | -2.20 | 405 | 7.71 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 899 | -5.77 | 249 | 3.33 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,104 | -4.25 | 306 | 5.17 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 144 | 0.00 | 0 | |||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 40,585 | -22.05 | 11 | -15.38 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 3,505 | 0.00 | 971 | 9.98 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 4,259 | -4.83 | 1,186 | 4.13 | ||||
2025-07-14 | 13F | Abound Wealth Management | 192 | 0.00 | 53 | 10.42 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 1,287 | -3.81 | 356 | 5.95 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 17,459 | 2.40 | 4,835 | 12.65 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 684 | -0.73 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 112,671 | -2.64 | 31,203 | 7.09 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 1,348 | 0.00 | 373 | 10.03 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 16,863 | -0.63 | 4,670 | 9.29 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 2,005 | 1.67 | 555 | 11.90 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 53,961 | 8,125.76 | 12,788 | 7,649.70 | ||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 1,194 | -5.61 | 330 | 3.13 | ||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 758 | 210 | ||||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,475 | 0.20 | 685 | 10.31 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 3,284 | -15.84 | 909 | -7.43 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 33 | 0.00 | 9 | 0.00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 17,085 | 4,732 | ||||||
2025-07-23 | 13F | Capital Management Associates, Inc | 23,027 | -0.59 | 6,377 | 9.34 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 711 | 0.00 | 198 | 10.61 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 844 | 234 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 3,430 | 85.01 | 958 | 104.49 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 2,868 | 55.03 | 794 | 70.75 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 4,753 | -30.33 | 1,316 | -23.35 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 1,988 | 6.03 | 551 | 16.53 | ||||
2025-05-09 | 13F | Novus Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Mcdonald Partners Llc | 846 | 234 | ||||||
2025-08-13 | 13F | Rinkey Investments | 2,066 | 0.00 | 572 | 10.00 | ||||
2025-08-06 | 13F | Simmons Bank | 7,220 | -7.26 | 1,999 | 1.99 | ||||
2025-07-07 | 13F | Trust Co | 4,051 | -6.18 | 1,122 | 3.13 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 1,699 | 13.57 | 471 | 25.00 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 1,072 | -1.29 | 297 | 8.42 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 776 | 215 | ||||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 1,349 | -9.52 | 374 | -0.53 | ||||
2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 10,158 | 19.07 | 2,813 | 31.02 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 3,824 | 11.00 | 1 | |||||
2025-04-21 | 13F | Riverbridge Partners Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,620 | 28.60 | 2,387 | 41.49 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 28,655 | 13.99 | 8,880 | 40.29 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2,477 | -40.04 | 686 | -34.13 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1,974 | -4.50 | 547 | 5.00 | ||||
2025-08-08 | 13F | Petix & Botte Co | 1,792 | 0.00 | 496 | 9.98 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 120,455 | -0.27 | 33,359 | 9.70 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 810 | 0.00 | 224 | 10.34 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 11,481 | -0.86 | 3,180 | 9.06 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 1,091 | 0.00 | 303 | 10.22 | ||||
2025-08-08 | 13F | Kaizen Financial Strategies | 1,130 | -38.22 | 313 | -32.17 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 9,265 | -1.38 | 2,566 | 8.46 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 392 | 0.00 | 109 | 10.20 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2,265 | 5.74 | 570 | 6.54 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 15,128 | -5.09 | 4,190 | 4.41 | ||||
2025-04-29 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 93,198 | -0.46 | 25,850 | 9.66 | ||||
2025-07-29 | 13F | TFC Financial Management | 639 | 15.34 | 177 | 26.62 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 310 | 70.33 | 86 | 88.89 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 2,575 | 0.00 | 713 | 10.03 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 17,879 | 3.54 | 4,951 | 13.89 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 67,981 | 5.49 | 18,827 | 16.04 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 251 | 0.00 | 69 | 9.52 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 1,929 | 9.60 | 534 | 20.54 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 18,937 | 40.70 | 5,244 | 54.78 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 15,271 | 19.73 | 4,229 | 31.70 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 890 | 0.00 | 246 | 9.82 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 5,931 | -58.03 | 1,643 | -53.85 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 2,115 | -13.85 | 586 | -5.34 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 3,672 | -0.54 | 1,017 | 9.36 | ||||
2025-05-14 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 51,725 | 3.89 | 13,023 | -6.61 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4,354 | 12.68 | 1,206 | 23.97 | ||||
2025-07-23 | 13F | Fluent Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 28,883 | 3.88 | 7,999 | 14.26 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 103,739 | 1.32 | 28,729 | 11.45 | ||||
2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 1,004 | -1.76 | 278 | 7.78 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,463 | 10.08 | 405 | 21.26 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 1,135 | -25.67 | 314 | -18.23 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 18,480 | 0.60 | 5,118 | 10.64 | ||||
2025-07-16 | 13F | Tenret Co LLC | 15,846 | -12.32 | 4,388 | -3.54 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 358 | -26.49 | 99 | -18.85 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 11,432 | 3 | ||||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 1,163 | 326 | ||||||
2025-07-22 | 13F | Apexium Financial, Lp | 830 | -2.58 | 230 | 7.01 | ||||
2025-08-01 | 13F | Unconventional Investor, LLC | 1,692 | 0.00 | 469 | 9.86 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1,482 | -2.31 | 410 | 7.61 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 2,224 | 0.00 | 616 | 10.02 | ||||
2025-08-12 | 13F | Argent Trust Co | 6,588 | -10.01 | 1,824 | -1.03 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 899 | 0.00 | 249 | 10.18 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 1,017 | 0.79 | 282 | 10.63 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 38,433 | -2.02 | 10,644 | 7.77 | ||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 12,024 | -1.18 | 3,354 | 111,700.00 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 9,338 | 2,586 | ||||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 1,330 | 0.00 | 368 | 9.88 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 37 | 0.00 | 10 | 11.11 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 4,972 | 0.00 | 1,377 | 9.99 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 11 | -50.00 | 3 | -60.00 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 11,771 | 3.52 | 3,265 | 14.05 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 928 | 257 | ||||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 19,633 | 15.57 | 5,437 | 27.12 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 2,012 | 60.32 | 557 | 76.83 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 542 | 0.00 | 150 | 10.29 | ||||
2025-08-11 | 13F | Aviso Wealth Management | 2,335 | 0.00 | 647 | 10.05 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 2,709 | 11.02 | 750 | 22.15 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 2,076 | 0.00 | 575 | 9.96 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6,521 | 3.67 | 1,806 | 14.02 | ||||
2025-07-15 | 13F | BCS Wealth Management | 2,992 | 0.00 | 1 | |||||
2025-06-03 | 13F | Invst, LLC | 10,322 | -84.04 | 2,599 | -85.66 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 1,039 | 0.00 | 288 | 9.96 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,232 | 32.19 | 341 | 45.73 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 2,154 | -27.77 | 597 | -20.53 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 27 | -83.64 | 0 | |||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 1,787 | 58.00 | 502 | 79.57 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 1,581 | -2.53 | 438 | 7.11 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 3,236 | 911 | ||||||
2025-07-18 | 13F | Trilogy Capital Inc. | 1,343 | 10.72 | 372 | 21.64 | ||||
2025-08-14 | 13F | Fmr Llc | 54,695 | -4.14 | 15,147 | 5.44 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 1,319 | 0.00 | 365 | 9.94 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 996 | 0.00 | 276 | 10.00 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 49 | -77.21 | 14 | -75.93 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 369 | -13.18 | 102 | -4.67 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 960 | 2.56 | 266 | 12.77 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 145 | -16.67 | 40 | -6.98 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 1,438 | 0.00 | 398 | 9.94 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 6,017 | 4.15 | 1,666 | 14.58 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 72,790 | 8.41 | 18,326 | -2.54 | ||||
2025-07-30 | 13F | Retirement Planning Group | 3,887 | -23.48 | 1,076 | -15.81 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,193 | 0.00 | 330 | 10.00 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 4,078 | -59.24 | 1,129 | -55.16 | ||||
2025-04-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12,905 | 3.43 | 3,574 | 13.75 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 10 | 0.00 | 3 | 0.00 | ||||
2025-05-09 | 13F | Prime Buchholz LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 888 | 246 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 176,481 | -0.11 | 48,889 | 9.88 | ||||
2025-08-07 | 13F | Nwam Llc | 1,251 | -43.85 | 358 | -36.36 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 26,115 | 10.52 | 7,246 | 21.80 | ||||
2025-08-13 | 13F | Philadelphia Trust Co | 783 | 0 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,730 | -15.28 | 478 | -7.56 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 3,408 | -0.73 | 944 | 9.14 | ||||
2025-08-05 | 13F | Geneva Capital Management Llc | 1,067 | 295 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 134,684 | -2.33 | 37,301 | 7.44 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 9,382 | -1.47 | 2,598 | 8.39 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 25,292 | 18.18 | 7,004 | 29.99 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 3,160 | -1.53 | 885 | 9.54 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 241 | 62.84 | 67 | 78.38 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 808 | 0.00 | 224 | 9.85 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 825 | 228 | ||||||
2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 1,897 | -2.57 | 526 | 7.14 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 625 | 0.00 | 173 | 10.19 | ||||
2025-08-12 | 13F | Country Trust Bank | 76 | 0.00 | 21 | 10.53 | ||||
2025-05-02 | 13F | Graypoint LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 25,510 | -4.28 | 7,075 | 5.46 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 47,743 | 3.64 | 13,222 | 13.99 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 145 | 0.00 | 40 | 11.11 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 4,153 | -36.73 | 1,150 | -31.14 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 424 | 117 | ||||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 7,169 | 48.70 | 1,985 | 63.64 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1,379 | -14.82 | 382 | -6.14 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 1,105 | 306 | ||||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,747 | 16.74 | 3,530 | 28.41 | ||||
2025-08-14 | 13F | Adventist Health System/ West | 55,720 | 0.00 | 15,431 | 10.00 | ||||
2025-07-22 | 13F | Stanich Group LLC | 4,538 | -14.64 | 1,276 | -4.63 | ||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 38,217 | 6.28 | 10,584 | 16.90 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 1,007 | 0.00 | 279 | 9.88 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 80 | 0.00 | 22 | 10.00 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 87 | 0 | ||||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 1,563 | 62.64 | 0 | |||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 1,276 | 0.55 | 357 | 11.91 | ||||
2025-05-13 | 13F | Garrison Point Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 7,407 | -1.87 | 2,051 | 7.95 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 64,839 | 13.52 | 17,957 | 24.87 | ||||
2025-07-22 | 13F | Accel Wealth Management | 8,044 | 4.30 | 2,228 | 14.73 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 1,346 | -1.39 | 373 | 8.45 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 3,028 | 46.85 | 839 | 61.46 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 20,256 | 0.00 | 6 | 0.00 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 3,453 | 31.94 | 956 | 45.29 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 3,948 | 3.87 | 1,093 | 14.33 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 139,511 | 2.36 | 38,636 | 12.60 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 1,873 | -0.53 | 519 | 9.28 | ||||
2025-08-14 | 13F | First Manhattan Co | 1,828 | 2.35 | 507 | 12.92 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 1,078 | 0.00 | 299 | 9.96 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,467 | 8.67 | 406 | 19.76 | ||||
2025-07-29 | 13F | Creekside Partners | 7,579 | -0.25 | 2,099 | 9.73 | ||||
2025-07-14 | 13F | Argentarii, LLC | 1,097 | 304 | ||||||
2025-08-04 | 13F | Partners in Financial Planning | 66,568 | 2.13 | 18,435 | 12.35 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,926 | 9.74 | 533 | 8.55 | ||||
2025-08-05 | 13F | Huntington National Bank | 3,047 | 0.20 | ||||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1,853 | -28.43 | 513 | -21.20 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3,428 | -10.00 | 949 | -1.04 | ||||
2025-08-07 | 13F | Midwest Trust Co | 10,808 | 2,993 | ||||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 1,376 | 22.31 | 381 | 34.28 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 611,559 | -23.82 | 169,365 | -16.21 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4,168 | -4.16 | 1,154 | 5.39 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 14,681 | -0.35 | 4,066 | 9.60 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 18,341 | -11.91 | 5,079 | -3.09 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2,746 | 0.00 | 760 | 9.99 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 22,783 | 6,310 | ||||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 14,223 | 5.46 | 3,939 | 15.99 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 34,421 | 5.32 | 9,533 | 15.85 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 1,378 | 0.00 | 382 | 10.12 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6,149 | -0.93 | 1,703 | 8.96 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2,535 | 55.62 | 702 | 71.22 | ||||
2025-07-24 | 13F | rebel Financial LLC | 10,152 | 2,816 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3,279 | -8.89 | 908 | 0.22 | ||||
2025-08-13 | 13F | Orleans Capital Management Corp/la | 1,100 | 305 | ||||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 1,841 | 0.00 | 510 | 9.94 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 541 | -54.35 | 150 | -50.00 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 17 | 0.00 | 5 | 0.00 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 4,022 | 7.08 | 1,114 | 17.78 | ||||
2025-04-25 | 13F | MorganRosel Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 15,261 | 33.25 | 4,226 | 46.58 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1,519 | -13.45 | 422 | 3.44 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 6,230 | -2.09 | 2 | 0.00 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 3,892 | 9.60 | 1,078 | 20.60 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 49,004 | -1.47 | 12,338 | -11.42 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,550 | -13.70 | 1,814 | -5.03 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | |||||
2025-04-29 | 13F | Hm Payson & Co | 808 | 0.00 | 203 | -10.18 | ||||
2025-07-23 | 13F | InTrack Investment Management Inc | 7,100 | 1,966 | ||||||
2025-08-08 | 13F | ProVise Management Group, LLC | 2,114 | -12.21 | 585 | -3.47 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 890 | 0.00 | 246 | 11.82 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 32,621 | -5.65 | 9,034 | 3.79 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 1,287 | 5.41 | 356 | 15.96 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 5,051 | 51.73 | 1,400 | 66.95 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 16 | 0.00 | 4 | 0.00 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 2,483 | -5.91 | 688 | 3.46 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 1,386 | 16.86 | 384 | 28.86 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 8,278 | 2.16 | 2,292 | 12.35 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 48 | 0.00 | 13 | 8.33 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 17,856 | -1.31 | 4,945 | 8.56 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 3,282 | -7.16 | 909 | 2.02 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 25 | 0.00 | 7 | 0.00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 7,510 | -12.65 | 2,080 | -3.93 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 18,880 | -5.84 | 5,229 | 3.57 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 5,707 | 10.52 | 1,580 | 21.54 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19,461 | -0.24 | 5,389 | 9.22 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,422 | 0.00 | 671 | 10.02 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 88 | 0.00 | 24 | 9.09 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 77,082 | 231.71 | 21,347 | 264.91 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 4 | -95.40 | 1 | -95.24 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 3,895 | -5.32 | 1,079 | 4.15 | ||||
2025-04-29 | NP | EBI - Longview Advantage ETF | 92 | 25 | ||||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 57,801 | -0.51 | 16,007 | 9.43 | ||||
2025-08-08 | 13F | Brickley Wealth Management | 100,272 | 0.32 | 27,769 | 10.35 | ||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 2,541 | -3.46 | 704 | 6.19 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 1,277 | 6.59 | 354 | 17.28 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Jentner Corp | 102,457 | 2.64 | 28,374 | 12.90 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 7,115 | 13.15 | 1,971 | 24.45 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 18,410 | 5 | ||||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 316,818 | -0.77 | 87,740 | 9.15 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 9,140 | 27,596.97 | 0 | -100.00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 53 | 0.00 | 15 | 16.67 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 726 | 201 | ||||||
2025-08-07 | 13F | Apeiron RIA LLC | 2,202 | -0.81 | 610 | 9.14 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 13,440 | 7.17 | 3,722 | 17.90 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 875 | 242 | ||||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 5,638 | 0.00 | 1,561 | 10.01 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 108,643 | -0.69 | 30,088 | 9.24 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 62,325 | -3.79 | 17,260 | 5.83 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 14,747 | 26.87 | 4,084 | 39.58 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 5,133 | -2.40 | 1,454 | 9.82 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 81 | -1.22 | 22 | 10.00 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 117,815 | 1.85 | 32,627 | 11.89 | ||||
2025-04-17 | 13F | KC Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Valley National Advisers Inc | 8,970 | -16.24 | 2 | 0.00 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 8,759 | 2.60 | 2,426 | 12.84 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 48,229 | -5.36 | 13,357 | 4.10 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 2,130 | 6.61 | 590 | 17.10 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-03-12 | 13F/A | Private Capital Management Llc | 325 | -2.40 | 81 | -5.81 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,598 | 0.18 | 1,827 | 10.19 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30 | -84.85 | 8 | -83.67 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 197,058 | 12.86 | 54,573 | 24.15 | ||||
2025-08-14 | 13F | Wallace Hart LLC | 94 | 26 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 270,703 | -10.43 | 75 | -2.63 | ||||
2025-08-26 | 13F | Zeit Capital LLC | 16,636 | 0.96 | 4,607 | 11.07 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 3,631 | -15.28 | 1,006 | -6.77 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 63 | 0.00 | 16 | -11.76 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 3,209 | 6.12 | 889 | 16.69 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 2,707 | 1.23 | 750 | 11.29 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 4,332 | -32.15 | 1,200 | -25.39 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 8,340 | -7.55 | 2,310 | 1.67 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 5,803 | -3.89 | 1,609 | 5.86 | ||||
2025-04-09 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-11 | 13F | Davis Capital Management | 6 | 0.00 | 2 | 0.00 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 1,175 | -0.59 | 325 | 9.43 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 2,973 | -2.87 | 823 | 6.88 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 5,117 | 10.02 | 1,417 | 21.11 | ||||
2025-07-18 | 13F | Cohen Klingenstein LLC | 678,870 | 0.02 | 188,006 | 10.02 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 1,983 | -96.66 | 549 | -96.32 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 3,879 | -29.96 | 1,074 | -22.96 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 4,849 | 11.19 | 1,343 | 22.33 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 4,003 | 0.35 | 1,109 | 10.36 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 5,852 | 4.54 | 2 | 0.00 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 1,098 | -0.63 | 304 | 9.35 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 5,751 | 11.19 | 1,593 | 22.27 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 10,379 | -1.84 | 2,874 | 7.96 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 1,489 | 1.02 | 413 | 11.05 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 1,743 | -1.80 | 483 | 7.83 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 12,319 | -15.04 | 3,412 | -6.55 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 161 | 0.00 | 45 | 10.00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Prudential Financial Inc | 24,147 | 0.00 | 6,687 | 10.00 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 2 | 0.00 | 1 | |||||
2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Macroview Investment Management Llc | 4,046 | 1.48 | 1,121 | 11.67 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 732 | 203 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 2,122 | 43.38 | 1 | |||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 6,275 | 1.11 | 1,738 | 11.20 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 38 | 0.00 | 11 | 11.11 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 18,950 | 6.25 | 5,248 | 16.88 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 838 | -1.18 | 232 | 8.92 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 649 | -0.76 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,105 | -4.50 | 1,986 | 5.98 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 7,190 | -2.44 | 1,991 | 7.33 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 723 | 200 | ||||||
2025-07-21 | 13F | Warner Financial, Inc | 12,519 | -1.25 | 3 | 0.00 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 864 | 0.00 | 239 | 10.14 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 1,129 | -0.35 | 313 | 9.47 | ||||
2025-08-12 | 13F | Atlantic Family Wealth, Llc | 3,644 | 1.79 | 1,009 | 11.99 | ||||
2025-08-12 | 13F | Holderness Investments Co | 14,822 | -1.13 | 4,105 | 8.74 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Financial Freedom, LLC | 1,873 | 0.00 | 519 | 9.98 | ||||
2025-08-11 | 13F | SFI Advisors, LLC | 1,276 | -63.75 | 353 | -60.16 | ||||
2025-07-14 | 13F | Friday Financial | 2,899 | 0.00 | 803 | 7.65 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 406 | -3.56 | 102 | -12.82 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 21,186 | -16.94 | 5,867 | -8.63 | ||||
2025-08-14 | 13F | NCP Inc. | 2,058 | -3.47 | 570 | 6.16 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 7,375 | -0.70 | 2,042 | 9.26 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 635,254 | -3.27 | 175,902 | 6.39 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 26 | 13.04 | 7 | 40.00 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 3,025 | 0.00 | 762 | 0.00 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 9,887 | -3.62 | 2,738 | 6.04 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,027 | -13.00 | 561 | -4.27 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 2,735 | 2.78 | 757 | 13.15 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 4,815 | 0.00 | 1,330 | 9.11 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 8,567 | -0.61 | 2,373 | 9.31 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 442 | -75.49 | 123 | -75.79 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 204 | 0.00 | 56 | 9.80 | ||||
2025-08-04 | 13F | Atria Investments Llc | 62,789 | 4.71 | 17,389 | 15.18 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 448 | 0.00 | 0 | |||||
2025-08-14 | 13F | FC Advisory LLC | 41,185 | 0.07 | 11,406 | 10.07 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 32,280 | 155.34 | 8,952 | 180.36 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 388 | -47.64 | 107 | -42.47 | ||||
2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | XY Planning Network, Inc. | 2,670 | 739 | ||||||
2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 21,075 | -6.37 | 5,306 | -15.83 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Stenger Family Office, LLC | 2,716 | 236 | ||||||
2025-07-16 | 13F | Magnus Financial Group LLC | 2,407 | 0.92 | 667 | 11.00 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 4,175 | 0.36 | 1,156 | 10.41 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 15,299 | -18.06 | 4,237 | -9.87 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 3,573 | 37.90 | 990 | 51.69 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,987 | -54.67 | 1,658 | -50.17 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 3,230 | 895 | ||||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 860 | -1.83 | 238 | 8.18 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 914 | 12.98 | 253 | 24.63 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 493,193 | 4.98 | 136,584 | 15.48 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 9,095 | -30.43 | 2,519 | -23.49 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 9,152 | 1.09 | 2,535 | 11.19 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,334 | 13.82 | 2,308 | 25.23 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 35,264 | -2.99 | 9,766 | 6.71 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 120 | 0.00 | 33 | 10.00 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,408 | 390 | ||||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 3,752 | -2.39 | 1,039 | 7.45 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | MCF Advisors LLC | 34 | 0.00 | 9 | 12.50 | ||||
2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
2025-06-30 | NP | PFSMX - RiskPro® PFG 30+ Fund Class R | 8,486 | 5.90 | 2,104 | -10.01 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 18,943 | -0.12 | 5,349 | 12.04 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 905 | 0.00 | 251 | 10.13 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 789 | -4.48 | 219 | 5.31 | ||||
2025-09-03 | 13F | American Trust | 3,450 | 955 | ||||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 21,601 | -0.41 | 5,438 | -10.47 | ||||
2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 730 | -1.35 | 208 | -1.43 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 18,217 | 29.32 | 5,045 | 42.27 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 11,214 | -19.72 | 3,106 | -11.69 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 40,098 | -6.90 | 11,107 | 2.64 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 2,494 | -0.80 | 691 | 9.18 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 902 | 0.11 | 256 | 14.86 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 35 | -7.89 | 10 | 0.00 | ||||
2025-07-11 | 13F | Busey Wealth Management | 2,891 | 0.00 | 801 | 10.04 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 314,935 | 63.91 | 84,717 | 74.91 | ||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 4,709 | 0.00 | 1,304 | 10.04 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 161 | -50.61 | 45 | -46.34 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 21 | 0.00 | 6 | 0.00 | ||||
2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 3,052 | -1.52 | 845 | 8.33 | ||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 1,332 | 0.00 | 369 | 9.85 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 14,117 | 19.86 | 3,910 | 31.84 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,124 | -46.19 | 588 | -45.56 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 210 | 39.07 | 58 | 52.63 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 130,876 | -1.64 | 36,245 | 8.19 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 848 | 1,530.77 | 235 | 9.86 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 1,505 | -36.98 | 417 | -30.62 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 779 | 216 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 285,420 | -71.12 | 79,044 | -68.23 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 111,949 | -0.61 | 31,003 | 9.33 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 889 | 246 | ||||||
2025-07-21 | 13F | Ascent Group, LLC | 756 | 209 | ||||||
2025-07-30 | 13F | Jacobsen Capital Management | 40,542 | 10.60 | 11,228 | 21.66 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 4,485 | -37.35 | 1,242 | -31.08 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,627 | 7.40 | 1,004 | 18.12 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 6,446 | -3.01 | 1,785 | 6.69 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-21 | 13F | Means Investment Co., Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Fairscale Capital, LLC | 568 | 5.19 | 160 | 18.52 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 63 | 1.61 | 17 | 13.33 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5,822 | -4.02 | 1,612 | 5.57 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 2,076 | 32.48 | 575 | 45.69 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 2,374 | 0.00 | 658 | 10.05 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2,440 | -2.32 | 1 | |||||
2025-07-25 | 13F | Apollon Financial, LLC | 923 | -11.51 | 256 | -2.67 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1,942 | 3.85 | 538 | 14.26 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 1,510 | 0.00 | 418 | 10.00 | ||||
2025-08-13 | 13F | Blueshift Asset Management, LLC | 995 | 276 | ||||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Growth ETF | 795 | 13.57 | 197 | -3.43 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 5,486 | -11.33 | 1,519 | -2.44 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1,760 | -40.38 | 487 | -34.45 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 36,561 | -1.08 | 10,129 | 8.86 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 2,064 | -2.37 | 572 | 7.33 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Orion Capital Management LLC | 379 | 0.00 | 105 | 9.47 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 4,765 | -2.02 | 1 | 0.00 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 13 | 0.00 | 4 | 0.00 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 883 | 245 | ||||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1,065 | -23.05 | 297 | -8.05 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 10,987 | -1.52 | 3,043 | 8.33 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 200 | 0.00 | 55 | 10.00 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 14 | 0.00 | 4 | 0.00 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6,836 | -0.73 | 1,893 | 8.73 | ||||
2025-08-13 | 13F | Quest Investment Management Llc | 52,660 | 0.00 | 14,584 | 9.99 | ||||
2025-08-14 | 13F | Headinvest, Llc | 940 | -13.44 | 260 | -4.76 | ||||
2025-05-14 | 13F | Mosaic Financial Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | M&t Bank Corp | 14,662 | 103.13 | 4,060 | 123.45 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 1,620 | 0.00 | 449 | 10.07 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 3,692 | 4.15 | 1,060 | 21.14 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1,356 | 0.00 | 376 | 9.97 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 2,582 | 52.42 | 715 | 67.84 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 132,244 | 5.43 | 36,624 | 15.97 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 10 | 0.00 | 3 | 0.00 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 923 | 0.00 | 232 | 0.00 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 4,391 | 1,216 | ||||||
2025-07-24 | 13F | Eastern Bank | 123 | 0.00 | 34 | 13.33 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 11,645 | 0.00 | 3,225 | 10.00 | ||||
2025-08-14 | 13F | Sei Investments Co | 938,777 | 1.95 | 259,981 | 12.15 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 10,901 | 21.50 | 3,019 | 33.66 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 446 | 124 | ||||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 12,810 | -11.93 | 3,548 | -3.14 | ||||
2025-08-07 | 13F | Commerce Bank | 17,411 | -1.75 | 4,822 | 8.07 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 3,973 | -44.31 | 1,100 | -38.75 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 67 | 0.00 | 19 | 12.50 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 28,772 | 10.37 | 8 | 16.67 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 2,520 | -8.13 | 698 | 1.01 | ||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 27 | 0.00 | 7 | 16.67 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 5,083 | -3.84 | 1,408 | 5.79 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 1,463 | -14.24 | 405 | -5.59 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 40 | 0.00 | 11 | 10.00 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 180 | 50 | ||||||
2025-08-12 | 13F | Martin Worley Group | 5,567 | 87.06 | 1,542 | 105.74 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 251 | 93.08 | 70 | 115.63 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 6,328 | -25.19 | 1,755 | -17.57 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 17,013 | -21.95 | 4,712 | -14.14 | ||||
2025-07-24 | 13F | Blair William & Co/il | 28,212 | -1.47 | 7,813 | 8.39 | ||||
2025-08-14 | 13F | Glenview Trust Co | 2,753 | 12.23 | 762 | 23.50 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 817,759 | -5.48 | 226,470 | 3.96 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 95 | 2.15 | 26 | 13.04 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 31,744 | -1.03 | 8,791 | 8.88 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 96,816 | 348.87 | 26,812 | 393.78 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 14,265 | -0.01 | 3,951 | 10.00 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 1,497 | -12.91 | 416 | 5.06 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 153,774 | -1.79 | 42,586 | 8.03 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 8,215 | 11.88 | 2,278 | 23.21 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 2,694 | 93.26 | 747 | 112.54 | ||||
2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 822 | 228 | ||||||
2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 6,931 | -1.74 | 1,919 | 8.11 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 11,901 | 3.97 | 3,296 | 14.33 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 110 | 30 | ||||||
2025-07-11 | 13F | LongView Wealth Management | 1,548 | 1.64 | 429 | 11.75 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 2,457 | -8.12 | 680 | 1.04 |