Mga Batayang Estadistika
| Pemilik Institusional | 1404 total, 1403 long only, 1 short only, 0 long/short - change of 2.32% MRQ |
| Alokasi Portofolio Rata-rata | 1.1243 % - change of -5.35% MRQ |
| Saham Institusional (Jangka Panjang) | 304,729,340 (ex 13D/G) - change of -5.94MM shares -1.91% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 23,478,739 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF (US:VCSH) memiliki 1404 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 304,729,340 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Prudential Plc, Envestnet Asset Management Inc, Wells Fargo & Company/mn, VTC - Vanguard Total Corporate Bond ETF ETF Shares, Royal Bank Of Canada, UBS Group AG, Barings Llc, and Nepc Llc .
Struktur kepemilikan institusional Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF (NasdaqGM:VCSH) 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 79.88 / share. Previously, on September 6, 2024, the share price was 79.11 / share. This represents an increase of 0.97% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 40,800 | -85.31 | 3,244 | -85.21 | ||||
| 2025-05-15 | 13F | Hall Laurie J Trustee | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 66,649 | -0.52 | 5,299 | 0.19 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 247 | 0.00 | 20 | 0.00 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 | 37,000 | 2,942 | ||||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 491,688 | 11.13 | 38,888 | 11.43 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 10,471 | 0.00 | 828 | 0.36 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 5,565 | 1.09 | 442 | 1.84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 295,969 | -27.58 | 23,530 | -27.06 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 181,369 | -0.66 | 14,332 | 0.47 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 120,356 | 2.02 | 9,568 | 2.75 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 122 | -43.52 | 10 | -47.06 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 6,558 | 21.35 | 521 | 22.30 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 9,419 | 48.03 | 749 | 48.12 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 63,421 | 1.60 | 5,042 | 2.31 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 43,865 | -10.39 | 3,487 | -9.76 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 5,502 | 70.82 | 437 | 72.05 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 10,412 | 0.00 | 828 | 0.73 | ||||
| 2025-05-23 | 13F | Triune Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 293,305 | 86.72 | 23,318 | 88.06 | ||||
| 2025-07-18 | 13F | Vicus Capital | 44,908 | 1.55 | 3,570 | 2.26 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 39,176 | 0.88 | 3,114 | 1.60 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 6,224 | -9.91 | 491 | -8.74 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,908 | 22.45 | 470 | 23.42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,879 | 6.13 | 308 | 6.94 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2,643 | 2.40 | 210 | 3.45 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 113,616 | -2.19 | 9,032 | -1.49 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 66,297 | 11.17 | 5,271 | 11.96 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 32,074 | 0.07 | 2,547 | 0.67 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 12,088 | -1.27 | 961 | 0.00 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 357,462 | 12.56 | 28,272 | 12.11 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 457,889 | 0.59 | 36,402 | 1.31 | ||||
| 2025-07-28 | 13F | Essex LLC | 458,576 | 1.41 | 36,457 | 2.13 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11,868 | 156.49 | 944 | 158.36 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 250 | -36.06 | 20 | -36.67 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5,614 | 446 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 7,686 | -33.66 | 612 | -32.75 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 48,963 | 0.88 | 3,893 | 1.59 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 245,513 | 3.58 | 19,518 | 4.32 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4,599 | -2.00 | 366 | -1.35 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 338,868 | -2.49 | 26,940 | -1.80 | ||||
| 2025-08-12 | 13F | Bokf, Na | 737 | -45.37 | 59 | -45.28 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 74,945 | 7.85 | 5,958 | 8.62 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 11,193 | -10.86 | 890 | -10.29 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 49,140 | 2.61 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 4,930 | 36.04 | 392 | 38.65 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 18,541 | -6.56 | 1,474 | -5.87 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 18,372 | 85.48 | 1,461 | 86.94 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 4,014 | -3.51 | 319 | -2.74 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16,871 | -10.96 | 1,341 | -10.30 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 5,867 | -58.80 | 466 | -58.54 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 55,445 | 1.90 | 4,408 | 2.61 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 513 | 277.21 | 41 | 300.00 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 329,497 | 11.17 | 26,195 | 11.95 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 366,195 | -1.30 | 29,113 | -0.60 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 278 | 22 | ||||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 74,226 | -0.79 | 5,901 | -0.10 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 45,071 | 0.27 | 3,583 | 0.99 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1,037,924 | 0.79 | 82,515 | 1.50 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 625,749 | 6.75 | 49,747 | 7.51 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 50,830 | 2.53 | 4,021 | 2.87 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 4,730 | 0.08 | 376 | 0.80 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 59 | 5 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8,517 | 10.64 | 677 | 11.53 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 80,279 | -12.83 | 6,382 | -12.20 | ||||
| 2025-08-08 | 13F | Creative Planning | 931,092 | 8.91 | 74,022 | 9.68 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 689,269 | 1.20 | 54,797 | 1.91 | ||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 10,676 | 0.00 | 845 | 0.96 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 405 | 0.00 | 32 | 3.23 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 324,144 | 25,769 | ||||||
| 2025-05-06 | 13F | Poplar Forest Capital LLC | 4,047 | 0.00 | 319 | 1.27 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Covestor Ltd | 157 | 15.44 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 66,440 | 7.26 | 5,282 | 8.02 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 17,718 | -6.08 | 1 | 0.00 | ||||
| 2025-04-25 | NP | VTC - Vanguard Total Corporate Bond ETF ETF Shares | 5,683,008 | 8.26 | 448,276 | 8.58 | ||||
| 2025-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 4,087 | -9.54 | 325 | -8.99 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3,096 | -13.98 | 246 | -13.38 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 30,503 | 93.72 | 2,425 | 95.17 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3,787 | 301 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,455 | -7.85 | 116 | -7.26 | ||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 3,634 | 0.00 | 288 | 0.70 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 69,731 | -1.13 | 5,544 | -0.43 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 10,404 | -0.09 | 827 | 0.73 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 533 | 1.14 | 42 | 2.44 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 15,490 | 23.49 | 1,231 | 24.34 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 33,819 | -1.43 | 2,689 | -0.74 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 5,071 | 0.00 | 403 | 0.75 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 454 | 0.00 | 36 | 2.86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2,832,302 | -12.17 | 225,168 | -11.55 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Matrix Trust Co | 260,478 | 1.19 | 21 | 0.00 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 18,255 | 0.69 | 1,451 | 1.40 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 129,042 | 4.74 | 10,259 | 5.48 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 21,335 | -1.54 | 1,696 | -0.82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 429,066 | -19.35 | 34 | -17.07 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 119,867 | 6.07 | 9,529 | 6.83 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 8,413 | 0.00 | 669 | 0.60 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 800 | 0.00 | 64 | 0.00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 14,424 | 1.05 | 1,147 | 1.78 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 216,530 | 4.72 | 17,214 | 5.46 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 3,330 | -57.20 | 265 | -57.00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 423 | 1.20 | 34 | 0.00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 12,389 | 84.63 | 985 | 86.01 | ||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 23,341 | 7.99 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 200,116 | -3.38 | 15,909 | -2.69 | ||||
| 2025-07-25 | 13F | Westchester Capital Management, Inc. | 1,715 | 0.00 | 136 | 0.74 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 8,247 | -5.12 | 1 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 3,193 | -12.28 | 254 | -11.85 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 2,925 | 0.00 | 233 | 0.87 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 36,680 | 0.00 | 3 | 0.00 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 16,654 | 11.96 | 1,315 | 14.26 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 110,926 | 5.03 | 8,819 | 5.77 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 2,959 | 0.20 | 235 | 0.86 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 51,725 | -21.75 | 4,112 | -21.20 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 427,216 | -3.84 | 33,964 | 96,937.14 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 96 | 8 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 13,839 | 3.74 | 1,096 | 4.48 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3,466 | -4.73 | 276 | -4.18 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,227,706 | 2.86 | 176,404 | 3.18 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 5,405 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Trans-Canada Capital Inc. | 1,792,494 | -29.35 | 142,503 | -28.84 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 79,771 | 1.38 | 6,342 | 2.09 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 638 | -23.13 | 51 | -23.08 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 31,145 | -54.59 | 2,476 | -54.27 | ||||
| 2025-07-30 | NP | OVT - Overlay Shares Short Term Bond ETF | 627,321 | -27.59 | 49,615 | -27.40 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 50,514 | -15.72 | 4,016 | -15.13 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 991,382 | 2.60 | 78,815 | 3.32 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4,420 | -2.02 | 351 | -1.40 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 66,026 | -7.33 | 5,249 | -6.67 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2,785 | 221 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 3,874 | 0.73 | 308 | 1.65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 19,111 | -7.53 | 1,519 | -6.87 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 33,149 | 17.16 | 2,635 | 18.00 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 9,726 | -7.15 | 773 | -6.42 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 131,725 | 10.46 | 10,472 | 11.25 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 9,680 | 51.70 | 770 | 52.88 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 348,883 | 1.51 | 27,737 | 2.23 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 3,934 | 0.00 | 313 | 0.65 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 8,131 | -72.09 | 644 | -71.86 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 2,683 | -0.07 | 213 | 0.95 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 66,614 | 4.20 | 5,296 | 4.93 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 130,493 | -28.89 | 10 | -28.57 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 93,322 | -1.48 | 7,556 | 1.06 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 74,808 | 41.38 | 5,947 | 42.41 | ||||
| 2025-07-07 | 13F | Platt Investment Counsel, LLC | 200,726 | 20.08 | 15,958 | 20.93 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 19,903 | 4.16 | 1,582 | 4.91 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1,908 | -58.72 | 152 | -58.52 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 11,689 | -27.22 | 929 | -26.68 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 91,325 | -3.34 | 7,260 | -2.64 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 224,517 | 0.26 | 17,849 | 0.97 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 23,102 | 0.23 | 1,837 | 0.93 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 9,185 | -15.56 | 725 | -14.50 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 70,458 | 0.31 | 5,601 | 1.01 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 251,508 | 5.61 | 19,995 | 6.36 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,686 | -39.82 | 293 | -39.34 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 17,513 | 23.76 | 1,392 | 24.62 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 3,047 | 1.09 | 242 | 2.11 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 168,148 | 0.00 | 13,368 | 0.71 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 121,747 | -7.62 | 9,620 | -7.05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,663 | -38.36 | 1 | |||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 6,448 | 0.28 | 513 | 0.99 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 1,305 | -21.15 | 104 | -20.77 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 113,622 | -1.13 | 9,033 | -0.44 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 76,186 | 6,057 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 75,977 | 17.28 | 6,040 | 18.13 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 500 | 0 | ||||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 281,332 | 2.27 | 22,366 | 3.00 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 18,743 | -4.07 | 1,490 | -3.37 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 3,317 | 2.16 | 0 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 430 | 0.00 | 34 | 3.03 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 192,510 | 0.64 | 15,305 | 1.35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 826,859 | 5.58 | 65,735 | 6.33 | ||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 28,518 | 2.96 | 2,267 | 3.71 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 136,133 | 7.00 | 10,823 | 7.76 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 3,113 | 0.84 | 247 | 1.65 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 24,492 | -4.24 | 1,947 | -3.52 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 2,900 | -89.61 | 231 | -89.19 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 67,708 | 5,383 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 534 | 0.95 | 42 | 2.44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 45,853 | 15.71 | 3,645 | 16.53 | ||||
| 2025-05-15 | 13F | Centiva Capital, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 80,140 | -3.04 | 6,371 | -2.35 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 91,596 | 0.00 | 7,244 | 0.26 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,594 | -46.93 | 206 | -46.49 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 18,242 | -8.38 | 1,450 | -7.70 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 17,895 | 1.73 | 1,423 | 2.45 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 167,812 | 28.02 | 13,341 | 28.94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,843,635 | -1.18 | 464,569 | -0.48 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 42,810 | 5.34 | 3,403 | 6.08 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 14,265 | 255.47 | 1,134 | 258.86 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 2,576 | 0.00 | 205 | 0.49 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 6,231 | 0.00 | 495 | 0.81 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 1 | 0.00 | ||||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 23,803 | 0.00 | 1,883 | 0.27 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 147,993 | -1.86 | 11,683 | -1.86 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 40,930 | -3.42 | 3,254 | -2.75 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 74,184 | -9.53 | 5,898 | -8.90 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4,015,700 | 87.07 | 319,248 | 88.40 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 10,118 | -1.69 | 804 | -0.99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30,265 | -15.67 | 2,406 | -15.07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36,661 | 12.66 | 2,915 | 13.47 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 151,273 | 2.87 | 12,026 | 3.60 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 17,949 | 0.30 | 1,427 | 0.99 | ||||
| 2025-08-12 | 13F | Main Management LLC | 4,954 | 0.00 | 0 | |||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 59,892 | -1.16 | 4,761 | -0.46 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 13,303 | 9.70 | 1,058 | 10.45 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 62,219 | 95.36 | 4,946 | 96.74 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 4,606 | 1.70 | 366 | 2.52 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2,713 | 216 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 79,743 | 1.99 | 6,340 | 2.72 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4,709 | -0.17 | 374 | 0.54 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 171,975 | 1.29 | 13,672 | 2.00 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 7,880 | 0.00 | 626 | 0.64 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 2,695 | 1.09 | 214 | 1.90 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13,831 | 1.48 | 1,100 | 2.23 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 12,925 | 0.02 | 1,028 | 0.69 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 5,802 | -40.27 | 461 | -39.82 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 161,906 | 18.65 | 12,872 | 20.91 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,679 | -3.70 | 769 | -3.03 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 10,492 | -6.98 | 834 | -6.29 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 42,719 | -6.35 | 3,396 | -5.67 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 7,437 | 0.00 | 591 | 0.68 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 5,658 | 0.00 | 447 | 1.13 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 192 | -50.13 | 15 | -50.00 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 122,603 | 5.90 | 9,747 | 6.65 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 34,945 | -6.22 | 2,778 | -5.54 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 39,678 | 1.69 | 3,154 | 2.44 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 2,724 | 1.11 | 217 | 1.89 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 1,667 | 0.00 | 133 | 0.76 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 5,424 | 90.05 | 431 | 91.56 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 382,843 | -11.62 | 30,436 | -11.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 429,844 | -6.93 | 34,001 | -6.74 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3,261 | 259 | ||||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 155,743 | 1.36 | 12,382 | 2.08 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 23,697 | 29.36 | 1,884 | 30.22 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 161,161 | -5.91 | 12,812 | -5.24 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 76,773 | 24.50 | 6,103 | 25.40 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3,526 | -1.95 | 280 | -1.06 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4,427 | -22.48 | 352 | -21.12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 547,107 | 8.11 | 43,495 | 8.88 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 69 | -73.26 | 5 | -75.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 646 | 0.00 | 51 | 2.00 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 15,921 | -0.65 | 1,260 | -0.47 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 6,500 | 514 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 5,683 | 57.38 | 452 | 58.25 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 128,222 | 10,194 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 101,628 | 26.02 | 8,079 | 26.93 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 4,125 | 0.00 | 328 | 0.62 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 29,528 | 78.35 | 2,347 | 79.71 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 13,680 | 1,383.73 | 1,088 | 1,409.72 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 7,750 | -16.49 | 616 | -15.85 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 514,744 | 0.97 | 40,922 | 1.68 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 13,748 | 4.00 | 1,093 | 4.70 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 8,694 | -3.81 | 689 | -3.37 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 15,072 | 5.96 | 1,198 | 6.77 | ||||
| 2025-08-13 | 13F | 1492 Capital Management LLC | 4,713 | 0.00 | 375 | 0.54 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 101,535 | -0.43 | 8,073 | 0.27 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 728,135 | 1.75 | 57,887 | 2.47 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 10,232 | 1.11 | 813 | 1.88 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 175 | 14 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 131,582 | 8.77 | 10,461 | 9.54 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 73,087 | 4.34 | 5,810 | 5.08 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 72,204 | -1.37 | 5,740 | -0.66 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 331,015 | -5.66 | 26,316 | -4.99 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 60,966 | 0.71 | 4,847 | 1.42 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 200 | 0.00 | 16 | 0.00 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 2,960 | -11.90 | 235 | -11.32 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 55,405 | 0.60 | 4,405 | 1.59 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7,155 | 1.47 | 569 | 3.27 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 46,529 | -13.07 | 3,693 | -11.92 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 31,083 | -0.73 | 2,471 | 0.00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 826 | -4.62 | 66 | -4.41 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 161,159 | -4.67 | 12,722 | -5.36 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 113,065 | 0.70 | 8,989 | 1.41 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 19,941 | 6.54 | 1,582 | 7.04 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 4,825 | -42.70 | 384 | -42.32 | ||||
| 2025-07-16 | 13F | American National Bank | 12,369 | 50.31 | 983 | 51.46 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3,359 | -57.77 | 267 | -57.64 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 23,470 | 9.10 | 1,866 | 9.84 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7,984 | -17.48 | 635 | -16.91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 64,027,464 | 0.20 | 5,090,183 | 0.91 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 126,148 | 1.75 | 10,029 | 2.46 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 52,489 | -3.05 | 4,173 | -2.39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 369 | -50.00 | 29 | -50.00 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 105,043 | -2.26 | 8,308 | -2.01 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 2,526 | -1.56 | 201 | -0.99 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 52,063 | 37.86 | 4,139 | 38.81 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 25 | 2 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 542 | 43 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 5,171 | -1.84 | 411 | -0.96 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,974,971 | 146.60 | 236,510 | 148.35 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 2 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 11,097 | 0.97 | 882 | 2.92 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 15,088 | 1,199 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 30,761 | 0.71 | 2,445 | 1.41 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 3,513 | 0.46 | 279 | 1.09 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 139,848 | -13.80 | 11,062 | -13.62 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 84,538 | -6.72 | 6,721 | -6.07 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 12,180 | -0.46 | 968 | 0.31 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 25,209 | 8.51 | 2,004 | 9.33 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 91,146 | 2.09 | 7,246 | 2.82 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 291 | 0.00 | 23 | 4.55 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 77,764 | 0.23 | 6,182 | 0.95 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 409 | 0.00 | 32 | 0.00 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3,192 | -3.94 | 254 | -3.44 | ||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 50,244 | 0.00 | 3,994 | 0.71 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24,916 | -1.79 | 1,981 | -1.10 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 36,417 | 3.57 | 2,895 | 4.32 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 85,456 | 15.84 | 6,794 | 16.66 | ||||
| 2025-04-23 | 13F | Symmetry Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 1,201,245 | -2.62 | 68,043 | -2.95 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,442,903 | 2.68 | 114,711 | 3.40 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 59,814 | -1.48 | 4,755 | -0.77 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 93,080 | 0.32 | 7,400 | 1.02 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 53,009 | -25.15 | 4,214 | -24.62 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 3,974 | 0 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 44,037 | 0.75 | 3,501 | 2.67 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 4,913 | 0.10 | 391 | 0.78 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 159,467 | 0.26 | 12,678 | 0.97 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 15,805 | 1.78 | 1,256 | 2.53 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 54,697 | 4,348 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,254 | 100 | ||||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 30,597 | 0.25 | 2,432 | 0.95 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 403,756 | 4.07 | 32,099 | 4.81 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 16,749 | 49.92 | 1,332 | 51.08 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 19,219 | -49.32 | 1,528 | -48.98 | ||||
| 2025-08-14 | 13F | Comerica Bank | 244,249 | -5.07 | 19,418 | -4.40 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 63,550 | 16.11 | 5,052 | 16.94 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 8,709 | -19.38 | 692 | -17.81 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 25,840 | -28.21 | 2,054 | -27.70 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1,993 | 0.00 | 158 | 0.64 | ||||
| 2025-04-23 | 13F | JCIC Asset Management Inc. | 2,560 | 0.00 | 202 | 1.51 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 3,634 | -12.09 | 289 | -11.66 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 19,131 | 0.11 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 323,989 | 0.32 | 26 | 0.00 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 38,961 | -0.23 | 3,097 | 0.49 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 21,234 | -5.42 | 1,688 | -4.74 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 640,398 | 2.60 | 50,912 | 3.32 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 241,893 | 1.99 | 19,230 | 2.71 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 70,687 | 339.90 | 5,620 | 343.14 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 35,260 | 0.31 | 2,796 | 0.98 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 8,500 | -96.03 | 676 | -96.01 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 959 | 0.00 | 76 | 1.33 | ||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 845,187 | 0.00 | 67,192 | 0.71 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 481,158 | 5.28 | 38,252 | 6.03 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 256,434 | 0.07 | 20,317 | 0.19 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 13,858 | -57.93 | 1,102 | -55.82 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4,853 | -2.41 | 386 | -1.79 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 11,094 | 6.71 | 882 | 7.44 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 198,247 | 1.77 | 15,761 | 2.50 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,526 | -6.38 | 121 | -5.47 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 13,700 | 3.79 | 1,089 | 4.51 | ||||
| 2025-08-12 | 13F | Prudential Plc | 12,676,393 | -39.26 | 1,007,773 | -38.83 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,339 | -17.63 | 345 | -17.11 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 154,893 | 5.14 | 12,314 | 5.88 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 512,721 | 0.00 | 40,756 | 0.70 | ||||
| 2025-07-31 | 13F | City State Bank | 10,785 | 21.38 | 857 | 22.25 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 4,652 | 9.85 | 370 | 10.48 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 22,916 | 18.51 | 1,822 | 19.33 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 233,683 | 18.33 | 18,578 | 19.17 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4,874 | 12.85 | 387 | 13.82 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 440,479 | -1.54 | 35,018 | -0.84 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 222,621 | 5.69 | 17,698 | 6.45 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 412,619 | -43.61 | 32,803 | -43.21 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 4,250 | 0.00 | 338 | 0.60 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 21,717 | 0.30 | 1,727 | 0.99 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5,110 | -5.02 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 10,584 | 31.58 | 841 | 32.44 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 17,715 | 5.79 | 1,408 | 6.59 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 329,709 | 7.17 | 26,212 | 7.93 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 812,580 | 226.08 | 64,600 | 228.40 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7,091 | -13.27 | 560 | -11.41 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 3,534 | 0.00 | 281 | 0.72 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 221,429 | -40.46 | 17,604 | -40.04 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 53,388 | -1.30 | 4,244 | -0.61 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1,929 | -5.16 | 153 | -4.37 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 31,668 | -0.86 | 2,518 | -0.16 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 417,631 | 1.79 | 33,202 | 2.69 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 3,810 | 0 | ||||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 12,320 | 30.37 | 979 | 31.41 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4,101 | -11.71 | 326 | -10.93 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 41,003 | 1.38 | 3,260 | 2.10 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 7,319 | 70.65 | 582 | 71.89 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3,067 | -0.23 | 244 | 0.41 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 16,429 | 23.15 | 1,306 | 24.03 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3,390 | -24.50 | 270 | -24.01 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 5,507 | 4.18 | 438 | 4.80 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 98,312 | 7.38 | 7,816 | 8.14 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 6,538 | 520 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 27,355 | 5.95 | 2,175 | 6.67 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 10,734 | 0.00 | 853 | 0.71 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 8,671 | 0.00 | 689 | 0.73 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 93,689 | 7 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 8,499 | 676 | ||||||
| 2025-08-13 | 13F | American Money Management, LLC | 409,941 | 5.65 | 32,590 | 6.40 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 120,148 | -1.72 | 9,552 | -1.03 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 128,762 | -0.46 | 10,237 | 0.24 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4,707 | -56.05 | 374 | -55.74 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 4,396 | 0.73 | 349 | 1.45 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2,724 | -9.80 | 217 | -9.24 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 19,195 | -16.33 | 1,526 | -15.69 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6,882 | -8.97 | 547 | -7.45 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 267,665 | 0.39 | 21,279 | 1.11 | ||||
| 2025-04-09 | 13F | Freestate Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 59,356 | -17.15 | 4,717 | -16.56 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 321,274 | 1.30 | 25,541 | 2.02 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 22,916 | 18.51 | 1,822 | 19.33 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 25,912 | 2.25 | 2,060 | 3.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14,811 | -14.32 | 1,177 | -13.71 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2,473 | -0.36 | 197 | 0.51 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 94 | 0.00 | 7 | 0.00 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 35,779 | -5.86 | 2,844 | -5.20 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 32,894 | 8.97 | 2,615 | 9.78 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5,080 | -5.87 | 404 | -4.05 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 297,153 | -1.12 | 23,624 | 0.61 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 32,991 | 6.76 | 2,623 | 7.50 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2,966 | 0.00 | 234 | 1.30 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 318,167 | 6.69 | 25,294 | 7.45 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 760 | -11.21 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 45,725 | -2.01 | 4 | 0.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 29,057 | 3.69 | 2,310 | 4.39 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 414 | 0.00 | 33 | 0.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,039 | -10.89 | 83 | -10.87 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3,457 | 275 | ||||||
| 2025-08-04 | 13F | McMill Wealth Management | 95,488 | -15.58 | 7,590 | -15.00 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 5,694 | 17.21 | 453 | 18.02 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 33,199 | 2.77 | 2,639 | 3.53 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 30,632 | 4.07 | 2,435 | 4.82 | ||||
| 2025-07-23 | 13F | Matisse Capital | 4,000 | 0.00 | 318 | 0.95 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 46,832 | -13.04 | 3,723 | -12.42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,852,374 | -7.79 | 147 | -6.96 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 1,987 | 0.00 | 158 | 0.64 | ||||
| 2025-04-16 | 13F | West Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 222 | 18 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 69,399 | 13.17 | 5,517 | 13.99 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 30,691 | -3.39 | 2,440 | -2.71 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 137 | 0.00 | 11 | 0.00 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 5,295 | 413 | ||||||
| 2025-08-12 | 13F | Private Management Group Inc | 139,992 | -37.88 | 11,129 | -37.44 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | UG Investment Advisers Ltd. | 158,647 | 9.78 | 12,612 | 10.55 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,154,064 | -0.71 | 250,748 | -0.01 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33,141 | 22.08 | 2,635 | 22.91 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4,156 | 0.10 | 330 | 0.92 | ||||
| 2025-05-09 | 13F | Novus Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 38,799 | -12.75 | 3,085 | -12.14 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 187,751 | -4.04 | 14,926 | -3.35 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 125 | 0.00 | 10 | 0.00 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,325 | 0.00 | 105 | 0.96 | ||||
| 2025-05-15 | 13F | Family Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 108,976 | 4.52 | 8,634 | 4.91 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 4,215 | 0.00 | 335 | 0.90 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,200 | 0.00 | 811 | 0.62 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 6,620 | 52.85 | 526 | 54.25 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 131,773 | 0.38 | 10,460 | 104,500.00 | ||||
| 2025-04-29 | 13F | One Day In July LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 34,412 | -3.86 | 2,736 | -3.19 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 40,837 | 3.92 | 3,247 | 4.64 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3,791 | -80.14 | 301 | -80.01 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 4,263 | -7.12 | 339 | -6.63 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 221,752 | 0.00 | 17,629 | 0.71 | ||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 7,731 | 0.00 | 615 | 0.66 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 202 | -83.25 | 16 | -83.87 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2,578 | 0.39 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 334,787 | 4.90 | 26,616 | 5.64 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 149,785 | 84.58 | 12 | 83.33 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 2,620 | 0.46 | 208 | 1.46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 520,215 | 41,357 | ||||||
| 2025-07-09 | 13F | Exchange Bank | 16,240 | -3.80 | 1,291 | -3.08 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 734,213 | -1.59 | 58,370 | -0.89 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 19,318 | 9.32 | 1,536 | 10.11 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 36,149 | -6.12 | 2,874 | -5.46 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 156 | -67.57 | 12 | -67.57 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 3,111 | -7.44 | 247 | -6.79 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 70,442 | -0.60 | 5,600 | 0.11 | ||||
| 2025-05-08 | 13F | Howland Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8,295 | -23.46 | 659 | -22.92 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 4,771 | -8.02 | 379 | -7.33 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 6,484 | 1.11 | 516 | 1.78 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 357,860 | -12.93 | 28,450 | -12.31 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 416,675 | -1.63 | 33,126 | -0.93 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 24,666 | 3.19 | 1,961 | 3.87 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 39,418 | -5.17 | 3,134 | -4.51 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5,284 | -38.47 | 420 | -37.96 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 8,164 | 31.32 | 649 | 32.45 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3,419 | -27.76 | 271 | -27.35 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 30,879 | -26.62 | 2,451 | -26.23 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5,016 | 399 | ||||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 9,429 | -14.26 | 750 | -13.71 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2,706 | 0.00 | 215 | 0.94 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 9,616 | 9.26 | 764 | 10.09 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,400,196 | -1.49 | 111,316 | -0.79 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 520,004 | 51.60 | 43,268 | 59.80 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 127,438 | 12.65 | 10 | 25.00 | ||||
| 2025-08-14 | 13F | III Capital Management | 2,160,000 | 171,720 | ||||||
| 2025-08-11 | 13F | Sykon Capital Llc | 45,346 | 3,605 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 7,511 | 4.48 | 1 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23,154 | -1.28 | 1,832 | -0.76 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 244 | 19 | ||||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2,961 | 0.00 | 235 | 0.86 | ||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 95,048 | -5.06 | 7,556 | -4.38 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34,018 | -16.87 | 2,704 | -16.28 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7,311 | -11.71 | 580 | -11.33 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,237 | -0.58 | 257 | 0.00 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 9,792 | -0.29 | 778 | 0.39 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1,005 | -2.43 | 80 | -2.47 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18,194 | -13.78 | 1,446 | -13.15 | ||||
| 2025-07-24 | 13F | Baskin Financial Services Inc. | 307,487 | 0.45 | 24 | 0.00 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 11,610 | 1.07 | 923 | 1.88 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,519 | 3.47 | 121 | 4.35 | ||||
| 2025-07-25 | NP | PNIIX - Bond Market Index Fund Institutional Class | 40,000 | -11.11 | 3,164 | -10.88 | ||||
| 2025-05-06 | 13F | Westover Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 79,294 | -3.49 | 6,304 | -2.81 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 131,378 | -0.65 | 10,397 | -0.39 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 823 | 48.82 | 65 | 51.16 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 34,171 | 9.07 | 2,717 | 9.83 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 22,734 | -10.19 | 1,807 | -9.56 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,801 | 180,000.00 | 143 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3,250 | -5.28 | 258 | -4.44 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 17,448 | 6.40 | 1,387 | 7.19 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 444,408 | 99.84 | 35,330 | 101.26 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 3,382 | 269 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 25,539 | -11.11 | 2,023 | -10.49 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 34,048 | 2.78 | 2,707 | 3.52 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,383 | -65.23 | 348 | -65.03 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 720,835 | -0.71 | 57,306 | -0.01 | ||||
| 2025-07-25 | 13F | Summa Corp. | 9,500 | 46.15 | 755 | 47.17 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3,693 | 0.16 | 294 | 0.69 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 93,638 | 3.40 | 7,444 | 4.14 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 8,450 | 1.05 | 672 | 1.67 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 23,445 | 0.30 | 1,864 | 0.98 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,256,378 | 3.95 | 179,382 | 4.69 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 298,397 | 2.61 | 24 | 4.55 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 2,865 | 1.09 | 228 | 1.79 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 165,886 | 90.55 | 13,188 | 91.89 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 11,475 | 1.07 | 912 | 1.79 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 7,058 | -21.49 | 561 | -20.87 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 133,761 | 2.82 | 10,559 | 4.05 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 72,899 | -1.53 | 5,796 | -0.84 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 71,730 | -6.10 | 5,703 | -5.44 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 5,506 | -0.81 | 438 | -0.23 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5,912 | 34.42 | 470 | 35.16 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 500 | -61.63 | 40 | -61.76 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 14,186 | 2.83 | 1,128 | 3.49 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 11,109 | -8.58 | 883 | -7.92 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 10,848 | -10.59 | 862 | -9.93 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 5,350 | 0.00 | 425 | 0.71 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 225 | 0.00 | 18 | 0.00 | ||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 6,407 | 2.96 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 8,002 | -11.03 | 636 | -10.30 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 117,149 | 52.35 | 9,313 | 53.43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14,460 | -4.20 | 1,150 | -3.53 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6,727 | -3.00 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 19,340 | -0.64 | 1,538 | 0.07 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 10,578 | 0.02 | 841 | 0.72 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 28,971 | 2.65 | 2,303 | -8.90 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 9,545 | -33.79 | 759 | -33.39 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3,497 | -81.93 | 276 | -81.99 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5,440 | -3.55 | 432 | -2.92 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 225 | -22.41 | 18 | -22.73 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 2,601 | 0.00 | 207 | 0.49 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 76,466 | -4.00 | 6,079 | -3.31 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 132,953 | -1.62 | 10,570 | -0.92 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 13,537 | 0.25 | 1,076 | 1.03 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 17,117 | 0.75 | 1,361 | 1.42 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 465 | 37 | ||||||
| 2025-08-11 | 13F | Lcnb Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15,363 | 19.27 | 1,221 | 20.18 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 81,801 | 6.20 | 6,503 | 6.96 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 43,984 | -1.75 | 3,497 | -1.05 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1,349 | 0.00 | 107 | 0.94 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 52,847 | -1.35 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 93,927 | -24.31 | 7,467 | -23.78 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,005,213 | -1.28 | 79,914 | -0.58 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 173,661 | -0.17 | 13,806 | 0.54 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 18,308 | 6.47 | 1,455 | 7.22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 310 | -10.92 | 25 | -11.11 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 9,263 | 0.00 | 736 | 0.68 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 4,631 | 0.17 | 368 | 1.10 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2,826 | -4.30 | 225 | -2.61 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 4,850 | -5.70 | 386 | -4.94 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 66,266 | -2.62 | 5,265 | -1.90 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 26,700 | 2,123 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 172,012 | 1.03 | 13,675 | 1.75 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 29,830 | -1.28 | 2,371 | -0.59 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 8,328 | -0.50 | 1 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,227 | -32.17 | 98 | -31.69 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 107,549 | -3.03 | 8,550 | -2.34 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3,894 | 15.28 | 310 | 16.17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,492 | 10.78 | 993 | 11.57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,600,359 | 83.27 | 127,229 | 84.57 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 50,476 | 8.81 | 4,013 | 9.56 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 788,502 | 4.00 | 62,686 | 4.71 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 8,337 | 0.00 | 663 | 0.61 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 23,247 | -1.42 | 1,848 | -0.70 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 400 | 33.33 | 32 | 34.78 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 19,085 | -4.32 | 1,517 | -3.62 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 68,282 | 1,747.96 | 5,428 | 1,765.29 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 4,088 | 0.02 | 325 | 0.62 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 3,364 | -7.73 | 267 | -6.97 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 367,762 | 0.87 | 29,237 | 2.48 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2,859,952 | -4.69 | 227,366 | -4.02 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 17,666 | -12.68 | 1,404 | -12.09 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 27,816 | -0.68 | 2,211 | 0.05 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 52,016 | 3.87 | 4,135 | 4.60 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,977 | 9.71 | 157 | 10.56 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 22,676 | -3.03 | 1,803 | -2.33 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 10,589 | -1.74 | 842 | -1.06 | ||||
| 2025-07-03 | 13F | JBGlobal.com LLC | 262,940 | 4.03 | 20,904 | 4.77 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 57,660 | 14.02 | 4,584 | 14.80 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 13,991 | 2.57 | 1,112 | 3.35 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 42,747 | 3,398 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 78,997 | -3.54 | 6,272 | -2.97 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4,703 | 1.88 | 374 | 2.47 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2,942 | 234 | ||||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 19,660 | 1.92 | 1,563 | 2.63 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 20,386 | -57.78 | 1,621 | -57.49 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 121,354 | 3.99 | 9,648 | 4.72 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 17,280 | 1,374 | ||||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 17,261 | -2.63 | 1,372 | -1.93 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18,531 | 107.77 | 1,473 | 109.23 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 43,887 | -1.83 | 3,489 | -1.13 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 18,513 | 62.45 | 1,472 | 63.63 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 174,089 | 1.60 | 13,746 | 1.97 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 102,842 | 8.13 | 8,176 | 8.88 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 120,152 | -0.66 | 9,552 | 0.04 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 109,203 | 7.48 | 8,682 | 8.24 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8,460 | 131.27 | 673 | 133.33 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 23,742 | -2.20 | 1,887 | -1.51 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 178 | 14 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,074 | -42.52 | 244 | -42.18 | ||||
| 2025-07-15 | 13F | Martin Capital Advisors, LLP | 28,370 | 0.00 | 2,255 | 0.71 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 4 | 0.00 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,369 | -12.17 | 824 | -11.59 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 245 | 0.00 | 19 | 0.00 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 180,000 | 14,310 | ||||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8,141 | -7.15 | 647 | -6.50 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3,065 | 6.31 | 244 | 8.97 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 5,208 | 414 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 29,947 | -0.18 | 2,381 | 0.51 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 202 | 0.00 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 81,805 | 4.22 | 6,503 | 4.95 | ||||
| 2025-07-29 | 13F | Liquid Strategies, LLC | 620,621 | 2.00 | 49,339 | 2.73 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 43 | -99.08 | 3 | -99.18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 631,770 | 9.17 | 50,233 | 9.94 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 39,856 | 6.20 | 3,169 | 6.95 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1,372 | -16.70 | 109 | -14.84 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 54,235 | 0.26 | 4,312 | 0.96 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 7,909 | 92.90 | 629 | 94.43 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 13,259 | 0.00 | 1,047 | 0.00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 58,598 | 0.24 | 4,659 | 0.95 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 16,505 | -2.53 | 1,312 | -1.80 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 151 | 12 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 176,769 | 14.96 | 14,053 | 15.79 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 43,847 | 5.36 | 3,486 | 6.09 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 184,372 | -0.75 | 14,658 | -0.05 | ||||
| 2025-07-16 | 13F | Novem Group | 11,814 | 0.68 | 939 | 1.40 | ||||
| 2025-08-08 | NP | QBDSX - Quantified Managed Income Fund Investor Class Shares | 93,814 | 7,458 | ||||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4,420 | -0.56 | 351 | 0.29 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 25,968 | 708.72 | 2,064 | 715.81 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 100,042 | -1.17 | 7,953 | -0.48 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 949,420 | -0.70 | 76 | 0.00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 12,487 | 8.75 | 993 | 9.49 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 23,753 | -6.72 | 1,888 | -6.07 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 22,715 | 0.55 | 1,806 | 1.46 | ||||
| 2025-08-18 | 13F | Cunning Capital Partners, LP | 3,850 | -45.00 | 0 | |||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 95,805 | 5.04 | 7,616 | 5.78 | ||||
| 2025-07-15 | 13F | Maseco Llp | 196 | 16 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 244,385 | 10.75 | 19,429 | 11.54 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 79,784 | -0.95 | 6,343 | -0.25 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 395,784 | -0.88 | 31,465 | -0.17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 35,955 | -13.74 | 2,858 | -12.89 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 27,046 | 31.77 | 2,150 | 32.72 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 45,975 | 3,655 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 3,194 | 0.00 | 254 | 1.20 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 3,563 | -18.37 | 283 | -17.73 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 63,576 | 87.05 | 5,054 | 88.37 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 91,352 | 4.18 | 7,262 | 4.93 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 708,290 | 1.60 | 56,309 | 2.33 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2,883 | -0.65 | 229 | 0.00 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 20,679 | 2 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21,886 | 4.39 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 67,619 | 8.68 | 5,376 | 9.45 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 28,369 | 0.00 | 2,255 | 0.71 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 253 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 3,371 | 0.00 | 268 | 0.38 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 9,712 | -10.40 | 772 | -9.71 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 10,665 | -11.74 | 848 | -11.12 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 126,614 | -18.62 | 10,066 | -18.05 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 68 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 89 | 0.00 | 7 | 0.00 |
