Mga Batayang Estadistika
| Pemilik Institusional | 1257 total, 1255 long only, 2 short only, 0 long/short - change of 1.28% MRQ |
| Alokasi Portofolio Rata-rata | 1.1251 % - change of -7.98% MRQ |
| Saham Institusional (Jangka Panjang) | 530,538,258 (ex 13D/G) - change of 8.88MM shares 1.70% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 42,939,727 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (US:VCIT) memiliki 1257 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 530,538,258 saham. Pemegang saham terbesar meliputi Fisher Asset Management, LLC, Bank Of America Corp /de/, Jpmorgan Chase & Co, Creative Planning, Morgan Stanley, Prudential Plc, Royal Bank Of Canada, Envestnet Asset Management Inc, LPL Financial LLC, and Wells Fargo & Company/mn .
Struktur kepemilikan institusional Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (NasdaqGM:VCIT) 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 83.99 / share. Previously, on September 9, 2024, the share price was 83.49 / share. This represents an increase of 0.60% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Simplex Trading, Llc | 40 | -88.60 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 18,649 | 8.78 | 1,546 | 10.35 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 33,515 | 851.86 | 2,757 | 867.02 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 13,145 | 737.26 | 1,090 | 731.30 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 125,575 | 0.38 | 10,413 | 1.81 | ||||
| 2025-05-14 | 13F | Colonial Trust Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 61,770 | 13.55 | 5,122 | 15.16 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 16,664 | 125.34 | 1,382 | 128.64 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 13,185 | 13.12 | 1 | |||||
| 2025-08-12 | 13F | Weik Capital Management | 33,484 | 8.67 | 2,776 | 10.20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,899,335 | 1.89 | 323,333 | 3.33 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 513,048 | 1.81 | 42,542 | 3.25 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 700 | 0.00 | 58 | 1.75 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 32,423 | 291.06 | 2,689 | 297.05 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 57,738 | -10.36 | 4,788 | -9.10 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 1,132 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 250 | 21 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 2,948 | -6.11 | 244 | -4.69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,083 | -2.74 | 422 | -1.41 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 4,048 | 0.32 | 336 | 1.82 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 38,545 | 0.09 | 3,196 | 1.52 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 125 | -64.29 | 10 | -64.29 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1,242 | 0.00 | 103 | 0.99 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 109,474 | 0.21 | 9,078 | 1.63 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 247 | -34.31 | 20 | -33.33 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 140,831 | 5.68 | 11,543 | 5.94 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,500 | 1.19 | 373 | 2.75 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 244 | 20 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 4,561 | -1.38 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas | 134,712 | -59.25 | 11,170 | -58.68 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 14,814 | 3.67 | 1,228 | 5.14 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 16,444 | 3.75 | 1,364 | 5.25 | ||||
| 2025-07-18 | 13F | Vicus Capital | 21,976 | 1.50 | 1,822 | 2.94 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 236,027 | 13.76 | 19,572 | 15.67 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 41 | 3 | ||||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 101,936 | 8,453 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 1,338 | -3.60 | 111 | -2.65 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 40,746 | -72.21 | 3,332 | -71.87 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 6,220 | 0.00 | 516 | 1.38 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6,248 | 40.66 | 518 | 42.70 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 88 | 0.00 | 7 | 0.00 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 19,054 | 37.08 | 1,580 | 39.00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5,899 | 0.15 | 489 | 1.66 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 7,484 | 11.04 | 621 | 12.52 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 3,854 | 0.13 | 320 | 1.59 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 354,141 | 2.94 | 29,365 | 4.40 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11,278 | -55.45 | 935 | -53.96 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 27,998 | -23.50 | 2,295 | -23.33 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 22,798 | 4.71 | 1,890 | 6.18 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5,225 | -5.07 | 433 | -3.78 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1,616 | -0.43 | 134 | 0.76 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 313,339 | 3,091.47 | 25,982 | 3,139.65 | ||||
| 2025-07-28 | 13F | Essex LLC | 589,938 | -1.14 | 48,918 | 0.26 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 751,904 | 0.29 | 62,348 | 1.71 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 79,443 | -1.24 | 7 | 0.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,678 | 567.83 | 222 | 593.75 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 135 | 11 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 27,467 | 3.53 | 2,278 | 6.50 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 16,533 | 20.52 | 1,371 | 22.21 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 4,902 | 0.00 | 406 | 1.50 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 56,815 | 2.20 | 4,645 | 3.82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 517,493 | 5.38 | 42,911 | 6.88 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 401 | 0.25 | 33 | 3.13 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25,624 | -1.74 | 2,125 | -0.38 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 13,067 | 8.59 | 1,083 | 10.17 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4,997 | 132.85 | 414 | 136.57 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 48,107 | 3.84 | 3,969 | 4.78 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 369,820 | -8.21 | 30,665 | -6.91 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 39,443 | -1.21 | 3,271 | 0.18 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 9,973 | -6.82 | 1 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2,995 | 0.10 | 248 | 1.64 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 5,590 | -0.55 | 464 | 0.87 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 414 | 360.00 | 34 | 385.71 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 56,741 | 13.80 | 4,705 | 15.41 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 760 | 0.00 | 63 | 1.61 | ||||
| 2025-07-30 | 13F | Southern Farm Bureau Life Insurance | 241,436 | 0.00 | 20 | 5.26 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4,447 | -51.75 | 369 | -51.13 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 521 | 0.00 | 43 | 2.38 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 24,464 | 5.35 | 2,029 | 6.85 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB | 783,200 | 5.74 | 64,943 | 7.24 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 4,765 | 35.91 | 395 | 42.09 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 4,984 | 3.08 | 407 | 4.90 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 43,910 | -1.37 | 3,641 | 0.03 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 111,806 | 35.65 | 9,271 | 37.56 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5,704 | 0.33 | 473 | 1.72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22,441 | -2.28 | 1,861 | -0.91 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 5,372 | -10.33 | 445 | -9.00 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 3,009 | 19.26 | 250 | 20.87 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3,173 | -9.34 | 263 | -8.04 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 2,429 | 201 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 10,237 | -0.23 | 849 | 1.19 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3,398 | -17.50 | 282 | -16.37 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 72,783 | -0.18 | 6,035 | 1.24 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 6,366 | 0.00 | 528 | 1.35 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 282,011 | -24.47 | 23,176 | -24.08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 95,649 | -11.34 | 7,931 | -10.08 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 137,497 | 108.99 | 11,401 | 111.99 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 3,892 | -56.27 | 323 | -55.71 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,682 | -11.68 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 375,744 | -0.51 | 31,157 | 0.91 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 41,328 | 2.27 | 3,427 | 3.69 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 18,636 | 8.66 | 1,545 | 10.20 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15,731 | -37.98 | 1,304 | -37.10 | ||||
| 2025-04-25 | NP | VTC - Vanguard Total Corporate Bond ETF ETF Shares | 4,170,231 | 9.45 | 342,126 | 9.28 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 77,338 | 375.02 | 6,413 | 381.74 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 19,276 | -14.17 | 1,598 | -12.96 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 53 | 4 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 809,113 | 0.79 | 67,092 | 2.22 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 12,034 | -1.72 | 998 | -0.40 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 146,546 | 3.06 | 12,081 | 3.89 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 43,682 | -2.96 | 3,622 | -1.58 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 134 | 11 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 158 | 0.00 | 13 | 8.33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 344,556 | 0.95 | 29 | 3.70 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 2,268 | -29.72 | 188 | -28.52 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 34,740 | 21.84 | 2,881 | 23.55 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Asset Planning Corporation | 130,612 | 80.74 | 10,830 | 83.31 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 36,503 | -0.38 | 3,027 | 1.00 | ||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 59,751 | -3.78 | 4,955 | -2.42 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 189,666 | -25.78 | 15,727 | -24.72 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5,528 | -45.13 | 458 | -44.35 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 269,337 | 9.76 | 22,333 | 11.32 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 6,378 | -1.86 | 529 | -0.56 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 4,127 | 1.05 | 342 | 2.70 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Japan Science & Technology Agency | 6,670,000 | -8.00 | 553,076 | -6.69 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 478,495 | -0.03 | 39,677 | 1.39 | ||||
| 2025-05-15 | 13F | BlueCrest Capital Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 4,767 | 395 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2,614 | 217 | ||||||
| 2025-08-08 | 13F | Creative Planning | 25,511,256 | 2.02 | 2,115,393 | 3.47 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 213,236 | 708.02 | 17,682 | 719.70 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 32 | 190.91 | 3 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,265 | -25.46 | 105 | -24.64 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1,150 | 0.00 | 95 | 1.06 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15,269 | 422.55 | 1,266 | 431.93 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 210,686 | 1.63 | 17,470 | 3.08 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 194 | 16 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 29,173 | -17.70 | 2,419 | -16.50 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15,329 | 10.60 | 1,271 | 12.18 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 163 | 14 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 224,705 | 1.54 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Sona Asset Management (us) Llc | 1,250,000 | 127.27 | 103,650 | 130.50 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 6,733 | -6.09 | 556 | -5.28 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 7,305 | 606 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 163,643 | 36.81 | 13,569 | 38.76 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 2,700 | 224 | ||||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 23,390 | 373.48 | 1,912 | 382.83 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 73,520 | -14.38 | 6,096 | -13.16 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4,023 | -46.42 | 334 | -45.68 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 136 | -20.93 | 11 | -21.43 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 192,260 | 0.06 | 15,942 | 1.48 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 87,326 | 5.05 | 7,241 | 6.55 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3,196 | 265 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 206,351 | 2.06 | 17,111 | 3.51 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2 | 85,530 | -10.93 | 7,092 | -9.67 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1,628 | 0.00 | 135 | 0.75 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 11,576 | -0.25 | 960 | 1.16 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7,818,982 | -30.60 | 648,350 | -29.62 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4,930 | 13.33 | 409 | 14.93 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 96,408 | 4.42 | 7,994 | 5.91 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 4,530 | -18.08 | 376 | -17.04 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 8,605 | -0.43 | 714 | 0.99 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 9,443 | 24.14 | 783 | 26.09 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 119,577 | -7.93 | 9,915 | -6.63 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 194 | 212.90 | 16 | 220.00 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 15,442 | 2.00 | 1,280 | 3.48 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 126,000 | 0.00 | 10 | 0.00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10,685 | -5.31 | 886 | -4.01 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 168,589 | 7.04 | 13,979 | 8.56 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5,712 | 474 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 24,366 | 10.35 | 2,020 | 11.91 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 175 | 2,816.67 | 15 | |||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 2,455 | 204 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 645,305 | -56.81 | 53,509 | -56.20 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1,042 | 1.26 | 86 | 2.38 | ||||
| 2025-07-24 | 13F | Standard Life Aberdeen plc | 3,266 | 270 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 224 | 0.00 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 25,040 | 1.02 | 2,076 | 2.47 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 271,631 | 101.83 | 22,524 | 104.70 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 89,285 | 1.61 | 7 | 0.00 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 447 | 37 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5,126 | -3.37 | 425 | -1.85 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,733 | 1.19 | 310 | 2.66 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 87,317 | -2.12 | 7,240 | -0.73 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 15,132 | 347.43 | 1,255 | 354.35 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 668,447 | 11,596.36 | 55,428 | 11,768.74 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 175,346 | 10.14 | 14,540 | 11.69 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5,076 | -50.71 | 421 | -50.12 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 847 | -32.67 | 70 | -31.37 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 8,471 | 0.37 | 702 | 1.74 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 29,531 | 1.68 | 2,449 | 3.12 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4,112 | 0.98 | 341 | 2.41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 132,725 | 12.35 | 11,006 | 13.94 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 54,690 | 4.39 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3,273 | 0.43 | 267 | 1.52 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 10,316 | 58.42 | 855 | 60.71 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 25,931 | 57.45 | 2,150 | 59.73 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 91,069 | -1.14 | 7,551 | 0.27 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 56,557 | 1.74 | 4,690 | 3.19 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 5,073 | -0.76 | 421 | 0.72 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 53,495 | -62.68 | 4,436 | -62.16 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 98,460 | 2.54 | 8,164 | 4.00 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 108,089 | 8,963 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 7,108 | 589 | ||||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 522,566 | 1.16 | 43,331 | 2.60 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1,822 | 0.00 | 151 | 2.03 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 21,957 | -62.09 | 1,814 | -61.56 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 17,575 | 18.36 | 1,457 | 20.02 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 12,952 | -38.73 | 1,042 | -39.76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,426 | -15.77 | 118 | -14.49 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 7,703 | -3.30 | 639 | -2.00 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 6,323 | -2.92 | 524 | -1.50 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 59,118 | -22.38 | 4,902 | -21.28 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 24,747 | 4.62 | 2,052 | 6.16 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 | 78,500 | -25.24 | 6,509 | -24.17 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 96,482 | -4.89 | 8,000 | -3.53 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio | 1,215,000 | 94.40 | 100,748 | 97.16 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2,730 | 1.04 | 226 | 2.73 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 56,165 | -21.95 | 4,657 | -20.83 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 89,215 | 3.49 | 7,398 | 4.95 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 22,739 | 8.52 | 1,859 | 9.16 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 11,402 | 0.02 | 1 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 319,111 | 2,712.05 | 26,461 | 2,754.37 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 21,799 | -0.56 | 1,808 | 0.84 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 48 | 4 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 3,206 | -14.94 | 266 | -13.96 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 69,731 | 0.39 | 5,774 | 2.80 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 20,173 | 6.68 | 1,666 | 8.18 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 14,409 | -38.83 | 1,194 | -37.32 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 600,441 | -4.56 | 49,789 | -3.12 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 27,880 | -6.01 | 2,312 | -4.70 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 120 | 0.00 | 10 | 0.00 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 4,190 | -1.94 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 6,324 | 0.00 | 524 | 1.35 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 145,378 | 89.83 | 12,055 | 92.53 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 250 | -0.79 | 21 | 0.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12,416 | 158.77 | 1,030 | 162.50 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 3,274 | 0.00 | 271 | 1.50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8,207,662 | -18.19 | 680,450 | -17.12 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 272,564 | 2.00 | 22,601 | 3.44 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 365,666 | -5.62 | 30 | -3.23 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 6,239 | 3.74 | 517 | 5.30 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1,212,349 | -4.34 | 100,528 | -2.99 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -1,328 | -2 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 307,493 | 2.82 | 25,497 | 4.29 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Planning Directions Inc | 2,797 | -56.46 | 232 | -56.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 16,998 | -13.58 | 1,409 | -12.38 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 4,271 | 3.01 | 347 | 4.22 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 9,155 | 8.05 | 755 | 11.37 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9,413 | 3.67 | 781 | 5.12 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6,011 | -1.00 | 499 | 0.40 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 2,649 | 0.30 | 220 | 1.86 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 203,043 | 19.33 | 16,836 | 21.03 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 7,687 | 1.09 | 637 | 2.58 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 23,512 | 13.50 | 1,950 | 15.12 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4,959 | 4.75 | 411 | 6.20 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 29,639 | 261.89 | 2,458 | 267.26 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 7,497 | 12.67 | 622 | 14.15 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 41,859 | 17.30 | 3,471 | 18.96 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 12,843 | 9.72 | 1,065 | 11.18 | ||||
| 2025-08-14 | 13F | Man Group plc | 23,985 | -10.65 | 1,989 | -9.39 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 13,352 | 5.06 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 968,044 | 1.66 | 80,270 | 3.11 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5,855 | 3.21 | 485 | 4.75 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 301,908 | 1.54 | 25,034 | 2.98 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 17,062 | 1,415 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2,168 | -5.90 | 180 | -4.79 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 33,300 | 2,761 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 3,190 | 17.84 | 265 | 19.46 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 8,144 | 12.15 | 675 | 13.83 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 43,013 | 26.23 | 3,571 | 28.05 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 181,213 | 1.49 | 15,010 | 2.82 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,593 | 0.00 | 215 | 1.42 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 18,032 | 11.15 | 1,495 | 12.75 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 250,063 | -4.38 | 20,735 | -3.02 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,502,091 | 9.79 | 124,193 | 12.19 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 86,541 | 45.16 | 7,176 | 47.21 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3,044 | 1.16 | 252 | 2.86 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 7,763 | 0.98 | 644 | 2.39 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,131 | -2.16 | 260 | -0.77 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 96,099 | -3.49 | 7,969 | -2.13 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 18,385 | -1.17 | 1,525 | 0.26 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 298,502 | 67.07 | 24,752 | 69.45 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 249 | 48.21 | 21 | 53.85 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,587 | 186.98 | 132 | 191.11 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 547,368 | 10.95 | 45,388 | 12.52 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 16,063 | 3.09 | 1,332 | 5.80 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3,824 | 4.85 | 317 | 6.38 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 369,902 | -0.08 | 30,672 | 1.34 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 10,884 | 161.07 | 903 | 151.25 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 4,703 | 390 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 137,576 | 1.51 | 11,248 | 3.40 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 318,504 | 2.63 | 26 | 4.00 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 30,293 | -0.15 | 2,512 | 1.25 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 18,336 | 1.86 | 1,520 | 3.33 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 16,222 | 1,345 | ||||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 52,316 | 16.87 | 4,339 | 18.58 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1,310 | 0.00 | 109 | 0.93 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7,993 | -15.00 | 663 | -13.80 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 44 | 4 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 7,430 | -86.04 | 616 | -85.84 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 10,992 | -0.07 | 911 | 2.24 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 65,119 | 8.69 | 5,400 | 10.23 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 243,421 | 9.55 | 20,004 | 11.59 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 33,195 | 8.78 | 2,753 | 10.34 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 30,289 | -22.00 | 2,502 | -21.20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 9,699,317 | 3.71 | 804,267 | 5.18 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 9,236 | 0.00 | 766 | 1.32 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 446,337 | 26.99 | 36,864 | 28.42 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,915,948 | 93.80 | 324,711 | 96.55 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 16,858 | 8.78 | 1,382 | 10.39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 47,293 | -4.74 | 3,922 | -3.40 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 9,540 | 55.37 | 791 | 57.57 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 15,888 | -6.13 | 1,317 | -4.77 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 3,365 | 0.00 | 279 | 1.45 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 451,523 | -15.54 | 37,440 | -14.34 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 60 | -91.97 | 5 | -93.33 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 7,256 | -38.03 | 602 | -37.20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 505,506 | 17.06 | 41,917 | 18.72 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 207,067 | 0.17 | 17,170 | 1.59 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 4,065 | -53.54 | 337 | -52.87 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12,507 | 21.50 | 1,037 | 23.31 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 96,586 | 3.42 | 8,009 | 4.89 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6,623 | -12.54 | 549 | -11.31 | ||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 436,177 | 36.63 | 36,028 | 38.06 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 235 | -82.29 | 0 | |||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 263,288 | 12.01 | 21,832 | 13.60 | ||||
| 2025-08-19 | NP | GSGLX - Goldman Sachs Global Income Fund Institutional | 3,755 | 0.00 | 311 | 1.30 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 102,268 | 8,480 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 2,537 | 1.08 | 210 | 2.44 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 163 | 0.62 | 14 | 0.00 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 51,568 | 6.41 | 4,276 | 7.93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,242,835 | 4.90 | 103,056 | 6.39 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 3,835 | 12.96 | 318 | 14.44 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 13,337 | 0.64 | 1,106 | 4.25 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 22,702 | -0.44 | 1,882 | 0.97 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 217 | 18 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 11,781 | -9.45 | 977 | -8.18 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 31,545 | 2.31 | 2,616 | 3.77 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 4,358 | 0.32 | 361 | 1.69 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18,021 | 1,494 | ||||||
| 2025-07-14 | 13F | BetterWealth, LLC | 47,637 | 3.07 | 3,950 | 4.55 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 136,955 | 1.79 | 11,356 | 3.24 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 56,717 | -2.68 | 4,703 | -1.34 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 70,625 | -0.88 | 5,856 | 0.53 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 172,528 | -1.48 | 14,306 | -0.08 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 4,767 | 1.19 | 395 | 2.60 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 13,797 | 29.04 | 1,144 | 30.89 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 17,940 | 26.34 | 1,488 | 28.19 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34,703 | -18.95 | 2,878 | -17.80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 95,631 | 12.09 | 7,930 | 13.68 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 441,426 | -0.31 | 36,603 | 1.10 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9,994 | -46.86 | 829 | -46.13 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 17,505 | -0.96 | 1,452 | 0.42 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 1,103 | 0.00 | 91 | 1.11 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 116,487 | 0.16 | 9,659 | 1.59 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 359,995 | 96.01 | 29,851 | 98.79 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 89,152 | 0.56 | 7,392 | 1.99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 426,261 | -1.13 | 35,346 | 0.27 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 158,510 | 27.81 | 13,144 | 29.63 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 30,839 | 0.79 | 2,557 | 2.24 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9,153,498 | 4.73 | 759,008 | 6.22 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 327,764 | 3.40 | 27,178 | 4.87 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 5 | 0.00 | ||||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 86,849 | 4.11 | 7,202 | 5.59 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4,445,288 | 3.64 | 368,603 | 5.11 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 113,742 | 1.55 | 9,431 | 2.99 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 121,248 | -0.79 | 9,913 | -0.79 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 20,183 | -27.95 | 1,674 | -26.94 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9,623 | -6.23 | 795 | -5.36 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 41,037 | 0.21 | 3,403 | 1.61 | ||||
| 2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 794 | 127.51 | 66 | 132.14 | ||||
| 2025-08-07 | 13F | PFG Advisors | 182,557 | 21.75 | 15,138 | 23.48 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 174 | 0.00 | 14 | 0.00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 5,469 | -8.36 | 453 | -6.98 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 289,235 | 5.89 | 23,983 | 7.39 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8,163 | -4.47 | 677 | -3.15 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 35,507 | 540.69 | 2,944 | 549.89 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 2,475 | 205 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1,785 | 148 | ||||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 32,226 | -0.06 | 2,672 | 1.37 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 7,517 | -47.80 | 1 | -100.00 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 25,675 | 2,129 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5,435 | -15.80 | 451 | -14.58 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 115,357 | 0.73 | 9,565 | 2.16 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 29,047 | 4.22 | 2 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 267,850 | 4.61 | 22,210 | 6.10 | ||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2,622 | -39.96 | 217 | -39.22 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 110 | 9 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 3,059 | 14.66 | 254 | 16.06 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 5,028 | -26.56 | 417 | -25.58 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 46,782 | -0.04 | 3,879 | 1.39 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 156,979 | 5.37 | 12,835 | 7.33 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 34,100 | 41.73 | 2,828 | 43.72 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 23,787 | 10.58 | 1,972 | 12.17 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 362,840 | 0.18 | 30,087 | 1.60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,024,838 | 6.02 | 84,980 | 7.53 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 41,049 | 2.00 | 3,404 | 3.43 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 8,571 | 4.72 | 703 | 7.49 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 112,440 | 3.53 | 9,323 | 5.00 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 358 | 0.00 | 30 | 0.00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 12,540 | 9.88 | 1,040 | 11.36 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 125 | 0.00 | 10 | 0.00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 178,310 | -4.01 | 14,785 | -2.65 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 119,062 | 52.34 | 9,873 | 54.52 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 36,061 | -83.13 | 2,990 | -82.62 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ohio National Investments, Inc. | 1,215,000 | 94.40 | 100,748 | 97.16 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 113,538 | 2.72 | 9,415 | 4.18 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 220,044 | 2.68 | 18,246 | 4.14 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 13,416 | 7.45 | 1,112 | 9.02 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 6,471 | -19.69 | 537 | -18.54 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,236 | 7.48 | 102 | 8.51 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 4,390 | 364 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 113 | -73.29 | 9 | -73.53 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 57,795 | 15.06 | 4,792 | 16.71 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 69,036 | -26.51 | 5,724 | -25.46 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 106,174 | -22.83 | 8,804 | -21.74 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 247,837 | 10.26 | 20,551 | 11.82 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 3,600 | 0.00 | 299 | 1.36 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 35,121 | 19.25 | 2,912 | 23.29 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 7,934 | -17.53 | 658 | -16.41 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 10,517 | 0.00 | 872 | 1.51 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1,400 | 0.00 | 116 | 1.75 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 93,156 | 7.03 | 7,725 | 8.71 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 316,942 | 22.71 | 26,281 | 26.76 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 25 Llc | 309,114 | 7.76 | 25,632 | 9.28 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15,138 | 10.87 | 1,255 | 12.46 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 7,913 | 5.07 | 656 | 6.67 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 183,621 | -0.48 | 15,226 | 0.93 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 901 | 0.00 | 75 | 1.37 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 | 34,000 | 3.98 | 2,819 | 5.46 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 4,203 | 4.87 | 349 | 6.42 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11,724 | 156.88 | 972 | 160.59 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 611 | -27.69 | 51 | -27.54 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 15,589 | 0.26 | 1,293 | 1.65 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 68,929 | -2.08 | 5,712 | -0.70 | ||||
| 2025-07-18 | 13F | Ninety One UK Ltd | 2,610 | 0.00 | 216 | 1.41 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30,228 | -25.94 | 2,507 | -24.90 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 197,191 | 32.08 | 16,256 | 35.10 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 13,205 | 0.00 | 1,095 | 1.39 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,349 | 29.09 | 112 | 30.59 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 6,632 | -3.37 | 550 | -2.14 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 96 | 84.62 | 8 | 75.00 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5,415 | -47.45 | 449 | -46.67 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 47,883 | 1.63 | 3,970 | 3.06 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 3,328 | -6.07 | 272 | -4.23 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 275,036 | -48.02 | 22,806 | -47.29 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 392,314 | -12.17 | 32,531 | -10.93 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4,124 | -8.58 | 342 | -7.34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11,924 | -3.65 | 989 | -2.27 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 227 | -50.54 | 19 | -51.35 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1,954 | 1.19 | 162 | 3.18 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 519,224 | 4.60 | 43 | 7.50 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 682,891 | 17.16 | 56,625 | 18.83 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 120,109 | 12.87 | 9,959 | 14.47 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 57,928 | 0.41 | 4,803 | 1.84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 265,196 | -43.10 | 21,990 | -42.29 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 68,809 | 9.15 | 5,706 | 10.69 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 97 | 0.00 | 8 | 14.29 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 7,419 | -12.54 | 615 | -11.26 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 675,000 | 55,971 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 26,930 | 0.00 | 2,233 | 1.45 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 448,335 | -6.56 | 37,176 | -5.23 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 4,095 | -2.80 | 340 | -1.45 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 5,278 | 438 | ||||||
| 2025-08-08 | 13F | Allianz Se | 430 | 0.00 | 36 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,050,520 | -1.46 | 87,109 | -0.06 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 5,223 | 0.00 | 433 | 1.41 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 253 | -63.17 | 21 | -62.96 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7,517 | 623 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,652 | 0.12 | 137 | 2.24 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 376,900 | 31,253 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 10,788 | -41.17 | 895 | -40.36 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 85,444 | 5.34 | 7,085 | 6.85 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 21,765 | 119.36 | 2 | |||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 22,557 | -7.38 | 1,865 | -6.33 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 881,200 | 3.00 | 72,778 | 4.22 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 4,767 | 1.19 | 395 | 2.60 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 106,369 | -59.51 | 8,820 | -58.93 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9,335 | 12.91 | 774 | 14.67 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 221 | 0.00 | 18 | 0.00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 26 | 0.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11,798 | 3.79 | 978 | 5.27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 321,048 | 3.48 | 26,467 | 4.34 | ||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 6,854 | 0.00 | 568 | 1.43 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 15,975 | -17.78 | 1,325 | -16.62 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 159 | 0.63 | 13 | 8.33 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | 100,000 | 8,292 | ||||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13,405 | -15.80 | 1,112 | -13.00 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 25,545 | 2.16 | 2,118 | 3.62 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 24,639 | 0.00 | 2,043 | 1.44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 17,810,525 | 16.73 | 1,476,849 | 18.39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,189,740 | 7.59 | 98,653 | 9.11 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 86,033 | 2.22 | 7,134 | 3.66 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7,005 | 6.22 | 581 | 7.61 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 78,200 | -5.54 | 6,484 | -4.20 | ||||
| 2025-06-27 | NP | GAA - Cambria Global Asset Allocation ETF | 19,435 | 0.00 | 1,589 | 1.21 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 60,831 | -0.09 | 5,044 | 1.35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 239,168 | 37.51 | 19,832 | 39.46 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 88,734 | 6.27 | 7,358 | 7.78 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 182,557 | 0.95 | 15,138 | 2.38 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 302,270 | 1.82 | 25,064 | 3.26 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 33,073 | 14.26 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 4,666 | -31.04 | 387 | -30.20 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 72,109 | -3.42 | 5,979 | -2.05 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | -1,849,455 | -217.55 | -3,163 | -102.46 | |||
| 2025-07-09 | 13F | Triumph Capital Management | 8,635 | 17.16 | 716 | 18.94 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 29,193 | 13.39 | 2,421 | 14.96 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 7,092 | 0.00 | 588 | 1.55 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 745 | 1,082.54 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 22,416 | -1.01 | 1,859 | 0.38 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 707,734 | 0.25 | 58,685 | 1.68 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 50,092 | 6.74 | 4,109 | 7.03 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4,435 | 0.32 | 368 | 2.51 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 6,401 | -1.60 | 531 | -0.19 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 13,085 | -1.28 | 1,085 | 0.18 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 456,178 | 0.71 | 37,826 | 2.14 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 112,552 | -1.41 | 9,328 | 1.61 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 15,138 | 56.06 | 1,255 | 58.26 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 52,002 | 2.81 | 4,312 | 4.28 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 314,067 | 1.13 | 25,650 | -1.62 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 115,197 | 5.04 | 9,552 | 6.54 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4,125 | 2.48 | 342 | 3.95 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 360 | -52.51 | 30 | -52.46 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7,557 | 6.74 | 627 | 8.30 | ||||
| 2025-07-16 | 13F | American National Bank | 947 | 566.90 | 79 | 609.09 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 28 | 2 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 12,001 | 0.52 | 995 | 1.95 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,487 | -65.31 | 206 | -64.85 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 29,971 | -98.13 | 2,485 | -98.10 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 114,020 | 8.43 | 9,455 | 9.97 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 17,347 | -23.35 | 1,438 | -22.27 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8,277 | -0.79 | 686 | 0.59 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 5,833 | 9.03 | 484 | 10.53 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1,770 | 69.70 | 147 | 71.76 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 587 | 0.00 | 49 | 2.13 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 100 | 0.00 | 8 | 0.00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 4,720 | -18.44 | 390 | -17.76 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 724,957 | 12.99 | 60,034 | 14.35 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7,452 | -17.23 | 613 | -16.71 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 22,147 | -4.53 | 1,836 | -3.16 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 34,039 | -17.81 | 2,823 | -16.56 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2,929 | -18.37 | 242 | -17.47 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 718,432 | 0.00 | 60,169 | 0.00 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 79,870 | 2.87 | 6,623 | 4.33 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 6,581 | -5.78 | 546 | -4.55 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 3,101 | 1.04 | 257 | 2.80 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 12,491 | -9.04 | 1,036 | -7.75 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 75,684 | 73.68 | 6,276 | 76.17 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 2,932 | 0.00 | 243 | 1.67 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 87,555 | 5.09 | 7,260 | 6.59 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7,868 | 5.02 | 652 | 6.54 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3,869,651 | 18.17 | 320,872 | 19.85 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 35 | 337.50 | 3 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 76,387,371 | 0.92 | 6,334,041 | 2.35 | ||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 194,018 | -0.86 | 16,088 | 0.55 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2,426 | 0.83 | 201 | 4.15 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4,006 | 0.00 | 332 | 1.53 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2,704 | 1.16 | 224 | 2.75 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 23,332 | 41.03 | 1,935 | 43.05 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 309,551 | -5.64 | 25,668 | -4.31 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 4,040 | 335 | ||||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 356,241 | 7.29 | 29,540 | 8.82 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 247 | -21.09 | 20 | -20.00 | ||||
| 2025-07-24 | NP | PLUSX - DWS Multi-Asset Moderate Allocation Fund Class A | 20,191 | -4.09 | 1,650 | -4.46 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 507,613 | 11.24 | 42,091 | 12.82 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 9,610 | 3.73 | 786 | 5.65 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 94,628 | 27.72 | 7,847 | 29.54 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 98,349 | -20.47 | 8,155 | -19.35 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 3,609 | 0.00 | 299 | 1.36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 15,200 | 42.06 | 1,260 | 44.16 | |||
| 2025-07-30 | 13F | TFB Advisors LLC | 10,476 | 3.65 | 869 | 5.08 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,267 | 0.40 | 105 | 1.94 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 217,579 | 4.12 | 18,042 | 5.60 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 229 | 19 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 69,363 | -45.66 | 5,729 | -44.36 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 147,883 | 8.20 | 12,262 | 9.74 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 401 | 33 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 38,532 | 0.13 | 3,195 | 1.56 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4,066 | 2.16 | 337 | 3.69 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 35,545 | 0.29 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 249 | 0.81 | 20 | 5.26 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 28,111 | 22.74 | 2,331 | 26.77 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 6,486 | 0.19 | 538 | 1.51 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 188,364 | 15,619 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 18,713 | 2.77 | 1,552 | 4.23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 807,179 | -1.94 | 66,931 | -0.55 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 10,575 | 0.00 | 877 | 1.39 | ||||
| 2025-05-15 | 13F | Centiva Capital, LP | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 42,574 | 3.84 | 3,530 | 5.31 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 43,048 | 0.02 | 3,570 | 1.45 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,060 | 45.40 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 2,900 | 0.00 | 240 | 1.27 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 | 175,000 | -20.27 | 14,511 | -19.14 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 93,132 | 2.25 | 7,692 | 3.32 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 19,983 | 5.94 | 1,657 | 7.39 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 3,254 | 0.53 | 270 | 1.89 | ||||
| 2025-05-06 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 4,079 | 338 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6,269 | -19.05 | 520 | -18.01 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 65,433 | -36.54 | 5,426 | -35.64 | ||||
| 2025-07-30 | 13F | Pacific Wealth Management | 89,061 | 0.38 | 7,385 | 1.79 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 5,490 | -14.41 | 455 | -13.17 | ||||
| 2025-05-15 | 13F | Destination Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 27,987 | -3.33 | 2,321 | -1.99 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 90,987 | -0.35 | 7,545 | 1.06 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 23,420 | -0.66 | 1,942 | 0.73 | ||||
| 2025-08-26 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | 13,905 | 0.00 | 1,153 | 1.50 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 1,597 | 0.00 | 132 | 1.54 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,188 | 0.00 | 428 | 1.18 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 28,072 | 2.88 | 2,328 | 4.35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,222 | 148.55 | 184 | 152.05 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 4,298 | 0.00 | 356 | 1.42 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 87,389 | 7,246 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8,393 | 3.63 | 696 | 4.98 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 7,446 | 121.08 | 617 | 124.36 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7,691 | -12.98 | 638 | -11.77 | ||||
| 2025-08-14 | 13F | Comerica Bank | 211,671 | 0.06 | 17,552 | 1.48 | ||||
| 2025-08-28 | NP | Cohen & Steers Select Preferred & Income Fund, Inc. | 8,984 | 745 | ||||||
| 2025-08-11 | 13F | North Forty Two & Co. | 24,385 | -2.45 | 2,022 | -1.03 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 48,007 | 3,981 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 31,792 | 1.52 | 2,636 | 2.97 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 7,425 | -6.90 | 616 | -5.67 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 556,627 | 6.79 | 46,156 | 8.30 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 3,750 | 0.00 | 311 | 1.31 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 3,954 | 7.83 | 328 | 9.36 | ||||
| 2025-08-14 | 13F | Betterment LLC | 29,548 | -8.01 | 2 | 0.00 | ||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 55,312,304 | 6.56 | 4,586,496 | 8.07 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 5,099 | 23.97 | 423 | 25.60 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 2,609 | 216 | ||||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 2,941 | 0.07 | 244 | 1.25 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 172,253 | 14,283 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 313,298 | -0.65 | 25,979 | 0.76 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9,631 | -26.95 | 799 | -25.97 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 3,587 | -12.79 | 297 | -11.61 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 3,189 | 22.28 | 264 | 23.94 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7,029 | 13.30 | 583 | 14.79 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,626 | 301 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 123 | 0.00 | 10 | 0.00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6,853 | 31.64 | 568 | 33.65 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 10,560 | 0.00 | 1 | |||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 24,492 | 1.04 | 2,024 | 2.12 | ||||
| 2025-08-12 | 13F | Act Two Investors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 5,398 | 448 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 106 | 488.89 | 9 | 700.00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3,295 | 6.36 | 273 | 7.91 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,028,036 | 2.87 | 85,245 | 4.33 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 28,511 | 9.22 | 2,364 | 10.78 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 15,332 | -5.08 | 1,265 | -3.51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 521,060 | 6.10 | 43 | 7.50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,075 | -3.85 | 255 | -2.68 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 55 | 0.00 | 5 | 0.00 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 3,163 | 1.18 | 262 | 2.75 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 559,321 | -5.11 | 46 | -4.17 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 23,947 | -0.78 | 1,986 | 0.61 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 6,658 | -6.86 | 552 | -5.48 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 94,971 | 8 | ||||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 673,619 | 0.00 | 55,856 | 1.42 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 12,529 | -4.51 | 1,039 | -3.17 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 376,436 | 16.42 | 31,214 | 18.07 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 5,010 | -60.34 | 415 | -59.79 | ||||
| 2025-08-12 | 13F | Prudential Plc | 12,789,164 | -19.45 | 1,060,477 | -18.31 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 62,810 | -0.24 | 5,208 | 1.19 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 292,186 | 6.56 | 24,228 | 8.07 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 18,122 | 16.53 | 1,503 | 18.17 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2,841 | -16.49 | 236 | -15.47 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 3,518 | 0.00 | 292 | 1.39 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 226,548 | 5.08 | 18,785 | 6.58 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2,987 | -0.57 | 248 | 0.82 | ||||
| 2025-07-30 | NP | WTBN - WisdomTree Bianco Total Return Fund | 43,513 | -26.41 | 3,556 | -26.70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5,124 | -3.59 | 425 | -2.30 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 142 | -61.93 | 12 | -63.33 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 155 | 0.00 | 13 | 0.00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 16,525 | 0.32 | 1,370 | 1.78 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 8 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 21,277 | 42.66 | 1,764 | 44.71 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,189,283 | -1.70 | 347,375 | -0.31 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10,526 | 12.03 | 873 | 13.54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,500 | 31.94 | 788 | 33.84 | |||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 5,005 | 0.00 | 415 | 1.47 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 107 | 0.00 | 9 | 0.00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,417 | 200 |
