Mga Batayang Estadistika
| Pemilik Institusional | 666 total, 663 long only, 0 short only, 3 long/short - change of -6.44% MRQ |
| Alokasi Portofolio Rata-rata | 0.2383 % - change of -16.47% MRQ |
| Saham Institusional (Jangka Panjang) | 21,829,496 (ex 13D/G) - change of 1.00MM shares 4.82% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,496,122 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard World Fund - Vanguard Energy ETF (US:VDE) memiliki 666 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 21,829,496 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, UBS Group AG, Wealthfront Advisers Llc, Manufacturers Life Insurance Company, The, Beacon Capital Management, Inc., LPL Financial LLC, Envestnet Asset Management Inc, and Royal Bank Of Canada .
Struktur kepemilikan institusional Vanguard World Fund - Vanguard Energy ETF (ARCA:VDE) 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 123.02 / share. Previously, on September 6, 2024, the share price was 119.72 / share. This represents an increase of 2.76% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8,916 | -0.38 | 1,062 | -8.45 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 1,798 | -4.97 | 214 | -12.65 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 860 | 96 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4,745 | -21.41 | 565 | -27.84 | ||||
| 2025-05-14 | 13F | Graney & King, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 15,559 | -30.14 | 1,853 | -35.84 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 40,225 | -44.18 | 4,792 | -48.79 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 3,200 | 0.00 | 381 | -8.19 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 39,251 | -4.93 | 4,676 | -12.70 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 23,361 | -14.06 | 2,783 | -21.10 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 2,069 | 0.00 | 246 | -8.21 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 103,189 | 0.79 | 12,292 | -7.44 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 142,461 | 13.39 | 16,270 | 2.29 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 86 | 1.18 | 10 | -9.09 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2,884 | 0.00 | 344 | -8.29 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,549 | -1.90 | 184 | -9.80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 1,066 | 1.81 | 127 | 8.55 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,300 | 0.00 | 155 | -8.33 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 14,432 | 1.18 | 1,719 | -7.08 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 31,528 | -1.15 | 3,756 | -9.23 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 2,032 | 41.11 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2,349 | -7.74 | 280 | -15.45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,847 | 4.55 | 339 | -3.97 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 10,305 | -0.31 | 1,228 | -8.43 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 68 | 0.00 | 8 | 0.00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 11,543 | 11.02 | 1,375 | 2.00 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 6,334 | -4.02 | 754 | -11.92 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 654 | 0.00 | 78 | -8.33 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 19,626 | 2,338 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 8 | 0.00 | 1 | -100.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 75 | 0.00 | 9 | -11.11 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 13,421 | -3.93 | 1,637 | -9.66 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 954 | 0.00 | 114 | -8.13 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,594 | -3.78 | 309 | -11.75 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 107 | 28.92 | 13 | 20.00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 330,346 | -14.56 | 39,351 | -21.53 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 743 | 0.00 | 89 | -8.33 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 141,768 | 1.55 | 16,887 | -6.74 | ||||
| 2025-05-28 | NP | SNAV - Mohr Sector Navigator ETF | 17,232 | -50.20 | 2,235 | -50.95 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 135,460 | -0.51 | 16,136 | -8.63 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 128 | 0.00 | 15 | -6.25 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 92 | 17.95 | 11 | 0.00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 1 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2,202 | 11.49 | 262 | 2.34 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 142 | 0.00 | 17 | -11.11 | ||||
| 2025-08-12 | 13F | Bokf, Na | 19,093 | -12.85 | 2,274 | -19.96 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 5,078 | 6.97 | 605 | -1.79 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 5,907 | -22.62 | 704 | -28.99 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 2,443 | 5.76 | 291 | -2.68 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 14,120 | -57.27 | 1,682 | -60.78 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1,867 | 0.00 | 222 | -8.26 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 19,920 | 2.77 | 2,373 | -5.65 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2,217 | 0.00 | 264 | -8.01 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 1,745 | 0.00 | 208 | -8.41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 48,495 | -2.51 | 6 | -16.67 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 359 | 0.00 | 43 | -8.70 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2,432 | -61.24 | 290 | -64.45 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 7,364 | -29.11 | 877 | -34.89 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 524 | -9.66 | 62 | -17.33 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 5,600 | -3.45 | 1 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 13,862 | -15.69 | 1,651 | -22.56 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 5,494 | 0.00 | 654 | -8.15 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4,868 | 1.93 | 580 | -6.46 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 13,724 | -8.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 90 | 11 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 9,262 | 0.08 | 1,102 | -8.17 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 48,779 | 105.26 | 5,811 | 88.51 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 10,162 | -54.14 | 1,210 | -57.90 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 15,404 | 1.26 | 1,835 | -7.05 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 21,986 | -4.07 | 2,619 | -11.91 | ||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 41,277 | 2.66 | 4,917 | -5.73 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 370 | 0.00 | 44 | -6.38 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 5,982 | 0.00 | 713 | -8.13 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,302 | -17.28 | 155 | -24.02 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 5,651 | 0.78 | 673 | -7.43 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,894 | 2.71 | 226 | -5.86 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 13,763 | 0.14 | 1,639 | -8.02 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 32,977 | 0.00 | 3,928 | -8.16 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 12,170 | -1.38 | 1,450 | -9.44 | ||||
| 2025-04-30 | 13F | Sharpepoint Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 2,340 | -42.79 | 279 | -47.55 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1,722 | -3.42 | 205 | -11.26 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 572 | -3.05 | 68 | -10.53 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 3,615 | 0.00 | 431 | -8.12 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17,419 | -43.83 | 2,075 | -48.43 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 353,477 | 23,247.23 | 42,106 | 21,382.65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 74,209 | 67.67 | 8,840 | 53.99 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5,401 | -1.30 | 643 | -9.31 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5,465 | 0.02 | 651 | -8.19 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 9,920 | 2.28 | 1,182 | -6.12 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 73 | 9 | ||||||
| 2025-04-21 | 13F | Roberts Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 15 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 2,630 | 0.00 | 313 | 6.46 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 6,035 | -26.57 | 719 | -32.65 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 602 | 0.00 | 72 | -8.97 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,539 | -8.86 | 422 | -16.30 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,492 | 0.00 | 654 | -8.15 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 9,001 | -0.19 | 1,072 | -8.30 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 82,792 | 9,862 | ||||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 23,745 | 11.68 | 2,829 | 2.58 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 28,080 | -2.48 | 3,642 | 4.27 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,778 | -15.59 | 331 | -22.54 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 13 | -92.17 | 2 | -95.24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 154,602 | 4.47 | 18,272 | -5.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1,930 | 230 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15,819 | -5.65 | 1,884 | -13.34 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 51,463 | -2.58 | 6,130 | -10.54 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 2,198 | 0.00 | 262 | -8.42 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 9,290 | -30.94 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 40 | -43.66 | 5 | -55.56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 11,880 | -3.88 | 1,449 | -9.61 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2,718 | 324 | ||||||
| 2025-04-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 19,384 | 0.00 | 2,454 | -5.62 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6,183 | 0.36 | 736 | -7.88 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 356 | 0.00 | 42 | -8.70 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3,812 | -0.37 | 454 | -8.47 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 7,335 | -5.23 | 874 | -12.96 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 192 | 23 | ||||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Trust Point Inc. | 2,731 | 0.00 | 325 | -8.19 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 5,290 | 630 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 10,000 | -2.87 | 1,191 | -10.79 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7,921 | 2,383.07 | 944 | 2,200.00 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 17,529 | -0.47 | 2,117 | 0.19 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 26,436 | 2,522.62 | 3,149 | 2,321.54 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 17,575 | -3.21 | 2,094 | -11.08 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 32,540 | 20.85 | 4,221 | 29.21 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 3,734 | -3.41 | 445 | -11.38 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9,986 | 1 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 1,592 | 0.38 | 0 | |||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 40 | 0.00 | 5 | -20.00 | ||||
| 2025-04-14 | 13F | Miracle Mile Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 5,754 | -40.12 | 1 | -100.00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9,082 | 8.81 | 1,082 | -0.09 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26,621 | -6.97 | 3,171 | -14.55 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9,683 | -0.53 | 1,153 | -8.64 | ||||
| 2025-07-24 | 13F | Allen Wealth Management, Llc | 93,550 | 0.61 | 11,144 | -7.61 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,447 | 10.54 | 887 | 1.60 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 277 | 59.20 | 33 | 45.45 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9,096 | 0.70 | 1,084 | -7.51 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 18 | 2 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2,995 | -10.68 | 389 | -4.43 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 35 | 0.00 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8,320 | 1.13 | 991 | -7.12 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 2,839 | 0.00 | 338 | -8.15 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 51,697 | 3.05 | 6,158 | -5.35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,532 | 9.66 | 183 | 0.55 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 7,800 | 0.00 | 929 | -8.11 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 3,049 | 0.00 | 363 | -8.10 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 307,070 | 90.82 | 36,578 | 75.24 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 24,738 | 10.59 | 2,825 | -0.25 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 25,559 | 6.12 | 3,045 | -2.53 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 3,900 | -0.18 | 465 | -8.30 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 45,018 | 409.20 | 5,364 | 368.06 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 2,016 | -26.90 | 240 | -32.77 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 4 | |||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 99,939 | -0.26 | 11,905 | -8.41 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 921 | 0.11 | 110 | -8.40 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 7,208 | -0.70 | 859 | -8.82 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 3,370 | 0.78 | 416 | 13.08 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 2,221 | 22.64 | 265 | 12.82 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 2,269 | 0.53 | 270 | -7.53 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 23,537 | -5.13 | 2,804 | -12.95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 20,630 | -4.94 | 2,457 | -12.69 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 20,310 | -9.35 | 2,634 | -3.09 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 29,338 | 9.59 | 3,495 | 0.63 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 52 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Main Management LLC | 1,722 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 32,360 | -0.17 | 3,855 | -8.33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,795 | 0.00 | 214 | -8.19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 699,258 | 13.16 | 83,296 | 3.92 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 55 | -90.77 | 7 | -92.21 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 832 | 0.48 | 99 | -7.48 | ||||
| 2025-05-08 | 13F | Gunma Bank,Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 13,916 | 14.42 | 1,658 | 5.07 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 356 | -5.57 | 42 | -12.50 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 3,073 | -38.27 | 366 | -43.26 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 35,153 | 12.50 | 4,187 | 3.31 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 21 | 0.00 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 42,177 | 17.94 | 5,024 | 8.32 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 6,557 | 25.21 | 781 | 15.02 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 50 | 0.00 | 6 | -16.67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8,669 | 1.38 | 1,033 | -6.94 | ||||
| 2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 63,078 | 14.07 | 7,204 | 2.91 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 301 | -3.22 | 36 | -12.50 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 97,338 | 7.56 | 11,117 | -2.98 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 2,793 | -71.90 | 333 | -74.24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10,182 | -26.81 | 1,213 | -32.82 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 28,979 | -20.63 | 3,452 | -27.10 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,938 | -3.12 | 707 | -10.96 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 210 | 0.00 | 25 | -7.41 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3,399 | 0.12 | 405 | -8.18 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 9,843 | -0.12 | 1,172 | -8.29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,306 | 1.10 | 394 | -7.31 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 4,203 | -76.91 | 501 | -78.81 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 2,350 | -9.68 | 280 | -17.21 | ||||
| 2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 127,997 | 3.84 | 14,619 | -6.32 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1,825 | 16.32 | 217 | 6.90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,757 | 40.76 | 686 | 28.52 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 96 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 73,257 | 8.38 | 8,726 | -0.47 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 2,961 | 13.19 | 353 | 3.83 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 52,765 | -4.81 | 6,285 | -12.57 | ||||
| 2025-04-23 | 13F | Nvest Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 2,322 | -1.90 | 277 | -10.10 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 2,630 | -27.17 | 313 | -33.12 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 177 | -78.18 | 21 | -80.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,168 | 0.00 | 139 | -7.95 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 280 | -18.84 | 33 | -25.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13,500 | -0.46 | 1,608 | -8.58 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 2,800 | 0.00 | 334 | -8.26 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 800 | -75.27 | 95 | -77.33 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 4,127 | 0.36 | 492 | -0.61 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 8,341 | -0.84 | 1,019 | 11.73 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 9,787 | 0.72 | 1,166 | -7.54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50,448 | -9.25 | 6,166 | -14.49 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 2,079 | -14.16 | 248 | -21.34 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15,816 | 3.49 | 1,884 | -4.94 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 2,749 | -0.18 | 327 | -8.40 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 4,229 | 0.00 | 518 | -5.66 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 1,139 | 0.00 | 136 | -8.16 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 5,000 | 0.00 | 596 | -8.18 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,808 | -8.15 | 454 | -15.64 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 53,893 | -8.46 | 6,420 | -15.94 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 372 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3,448 | -0.98 | 411 | -9.09 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4,231 | -5.09 | 504 | -12.98 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 600 | 0.00 | 71 | -7.79 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 951 | 296.25 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 989 | 0.00 | 126 | -3.08 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 24,896 | 118.85 | 2,966 | 101.02 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8,612 | 1.56 | 1,026 | -6.73 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 566 | -90.98 | 67 | -91.76 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,235,213 | 4.88 | 147,138 | -3.68 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,483 | -8.29 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1,755 | -30.02 | 209 | -35.69 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 68 | 8 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 192 | 0.00 | 24 | -4.17 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 5,323 | 0.00 | 634 | -8.12 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,877 | -4.00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 52 | 0.00 | 6 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32,031 | 175.80 | 3,821 | 153.72 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 122 | 0.83 | 15 | -6.67 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 64,280 | -1.34 | 7,657 | -9.40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 39,392 | 13.60 | 4,692 | 4.34 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 123 | 0.82 | 15 | -6.67 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10,493 | 11.62 | 1,250 | 2.46 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8,991 | 207.70 | 1,071 | 182.32 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 111,960 | -1.22 | 13,337 | -9.29 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 1,978 | -22.25 | 236 | -28.57 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Family Firm, Inc. | 27,489 | -4.44 | 3,275 | -12.25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 71,500 | 54.43 | 8,517 | 41.83 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 16,000 | 55.34 | 1,906 | 42.59 | |||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 4,196 | 0.00 | 514 | 0.00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6,661 | -4.45 | 793 | -12.28 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 70 | 1.45 | 8 | 0.00 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 2,167 | 0.00 | 258 | -7.19 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,865 | 0.00 | 341 | -8.09 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 25 | 0.00 | 3 | -33.33 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3,226 | 49.01 | 384 | 37.14 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 12,435 | 1.54 | 1,420 | -8.39 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 23,189 | 772,866.67 | 2,762 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 3,571 | 20.76 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9,387 | -7.69 | 1,118 | -15.24 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,587 | 24.10 | 785 | 13.95 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 22,503 | -18.82 | 2,681 | -25.45 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4,773 | 2.18 | 569 | -6.12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 245,750 | 11.80 | 29,274 | 2.67 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9,300 | -8.52 | 1,108 | -16.01 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 14 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8,893 | -0.86 | 1,059 | -8.94 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 2,875 | -30.96 | 342 | -36.67 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 33,704 | -1.88 | 4,015 | -9.90 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 34,484 | 1.29 | 4,108 | -6.98 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,125 | 0.00 | 253 | -8.00 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 8,956 | -2.38 | 1,067 | -10.34 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2,098 | 0.77 | 250 | -7.78 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 155 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 209,821 | -18.70 | 24,994 | -25.34 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 203 | 0.50 | 24 | -7.69 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 455 | -53.04 | 54 | -56.80 | ||||
| 2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 56,631 | 8.94 | 6,468 | -1.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 3,472 | 0.00 | 414 | -8.22 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 70 | 0 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 330 | 39 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,314 | -7.92 | 156 | -15.68 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 33,480 | 2.89 | 3,988 | -5.50 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 2,219 | -2.68 | 264 | -10.51 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 108 | 0.00 | 13 | 0.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,482 | 62.86 | 177 | 60.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 55 | 0.00 | 7 | -14.29 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 2,944 | 0.00 | 351 | -8.14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18,178 | 51.84 | 2,165 | 39.50 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 636 | -6.06 | 76 | -13.79 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 12,938 | -3.83 | 1,541 | -11.69 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 108,941 | 14.47 | 12,442 | 3.27 | ||||
| 2025-04-14 | 13F | Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24,499 | -1.01 | 2,918 | -9.10 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 3,180 | -6.28 | 379 | -14.09 | ||||
| 2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 16,672 | 6.36 | 1,904 | -4.03 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 215 | 0.94 | 26 | -7.41 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 906 | 108 | ||||||
| 2025-08-11 | 13F | North Forty Two & Co. | 20,292 | 2.45 | 2,417 | -5.92 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Allianz Se | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 14,612 | -18.43 | 1,741 | -25.10 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1,750 | -2.89 | 208 | -10.73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 112,562 | -2.60 | 13,408 | -10.55 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 184,100 | 9.97 | 21,930 | 0.99 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 1,000 | 25.00 | 119 | 15.53 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 25,011 | 3.49 | 2,979 | -4.95 | ||||
| 2025-08-14 | 13F | Comerica Bank | 22,666 | 8.61 | 2,700 | -0.26 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 3,303 | 0.00 | 393 | -8.18 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 2,613 | 311 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 30,841 | -47.08 | 3,674 | -51.41 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 11,216 | 9.77 | 1,371 | 3.40 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 2,060 | -53.90 | 245 | -57.69 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 2,561 | 3.39 | 305 | -4.98 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 159,110 | 7.15 | 18,953 | -1.60 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,110,528 | -2.08 | 251,406 | -10.07 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2,936 | -70.85 | 350 | -73.28 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 31,200 | 124.46 | 3,717 | 106.22 | |||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3,856 | 18.76 | 459 | 9.03 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 18,800 | 29.66 | 2,239 | 19.10 | |||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1,741 | 0.00 | 207 | -8.00 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 1,998 | 4.44 | 238 | -4.03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 111,688 | -1.85 | 13 | -7.14 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 9 | -99.83 | 1 | -99.85 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1,830 | -1.29 | 223 | 7.21 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 344,174 | 2.73 | 40,998 | -5.66 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,726 | -7.81 | 682 | -15.28 | ||||
| 2025-04-11 | 13F | Paragon Financial Partners, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 6,769 | -0.57 | 806 | -2.30 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 1,847 | -37.64 | 220 | -42.97 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 8,040 | -4.17 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 2,400 | 286 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 298 | 263.41 | 35 | 250.00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 84 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 23,545 | -0.79 | 2,805 | -8.90 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 49,670 | -45.07 | 5,917 | -49.56 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7,699 | 917 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 2,000 | -79.13 | 238 | -80.84 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,256 | -20.36 | 626 | -26.87 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 78,428 | -5.21 | 9,342 | -12.94 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 32 | 4 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 51 | 0.00 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4,601 | 0.00 | 548 | -8.05 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 2,598 | -20.50 | 309 | -26.95 | ||||
| 2025-07-31 | 13F | City State Bank | 1,332 | 0.76 | 159 | -7.60 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 2,201 | 0.00 | 262 | -8.07 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 9,867 | -7.37 | 1,175 | -14.92 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 17,841 | 11.56 | 2,125 | 2.46 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 177 | 4.12 | 21 | -4.55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18,600 | -5.10 | 2,216 | -12.86 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 66,189 | 455.88 | 7,884 | 410.62 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 5 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 11,500 | 25.00 | 1,370 | 14.75 | |||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 183 | 0.00 | 22 | -8.70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 227,993 | -8.79 | 27,159 | -16.24 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 14,197 | 0.54 | 1,691 | -7.65 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2,931 | 1.35 | 349 | -6.93 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 3,139 | -1.48 | 374 | -9.69 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 31,467 | -1.42 | 3,748 | -9.47 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 30,485 | -0.38 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 23,488 | -12.21 | 2,798 | -19.39 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 8,276 | 7.99 | 986 | -0.91 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,944 | -0.44 | 589 | -8.70 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 449 | 0.00 | 53 | -8.62 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21,469 | 55.09 | 2,572 | 44.68 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 16,930 | 3.85 | 2,017 | -4.64 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 5,325 | -7.98 | 634 | -15.47 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5,998 | -0.42 | 714 | -8.58 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 342 | 44.92 | 41 | 33.33 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4,804 | -1.88 | 1 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 39 | 5.41 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 44,346 | 1,001.76 | 5,283 | 911.88 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 5,928 | -6.14 | 706 | -13.80 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 100 | 0.00 | 12 | -8.33 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 9,514 | -8.29 | 1,133 | -15.76 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 2,378 | 283 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 6,175 | -2.31 | 736 | -10.26 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 3,783 | -14.41 | 451 | -21.47 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 55 | 0.00 | 7 | -14.29 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 7,047 | 0.07 | 839 | -8.11 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 2,070 | -22.33 | 0 | |||||
| 2025-08-13 | 13F | Ted Buchan & Co | 3,041 | 18.47 | 362 | 9.04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2,744 | -4.12 | 327 | -12.13 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 65 | 1.56 | 0 | |||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 12,567 | 0.00 | 1,638 | 0.49 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2,495 | -9.76 | 297 | -17.04 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3,784 | 0.24 | 467 | 12.83 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 168 | 16.67 | 20 | 11.11 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 75 | 0.00 | 9 | -11.11 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,686 | 202 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 835 | 0.12 | 99 | -8.33 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 20,623 | 3.94 | 2,457 | -4.55 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 14,318 | 2.58 | 1,706 | -5.80 | ||||
| 2025-05-07 | 13F | Intellus Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 3,146 | 4.38 | 375 | -4.10 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 21,720 | 1,249.91 | 2,587 | 1,143.75 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7,288 | 1.72 | 868 | 14.51 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 33,150 | 13.28 | 4 | 33.33 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 333 | 0.00 | 40 | -9.30 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 12,933 | -35.43 | 1,541 | -40.70 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 33,341 | 19.20 | 3,972 | 9.48 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 100 | 0.00 | 12 | -8.33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 848 | 13.37 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 12,180 | -8.97 | 1,451 | -16.43 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 4,259 | 14.98 | 507 | 5.63 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 18,972 | 16.87 | 2 | 0.00 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,949 | -50.83 | 709 | -54.88 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,828 | -6.16 | 813 | -2.52 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 36 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | Call | 107 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,959 | 13.83 | 472 | 4.43 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 499 | -0.40 | 59 | -9.23 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4,416 | 8.37 | 526 | -0.38 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 140 | 25.00 | 17 | 14.29 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10,058 | -1.71 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23,548 | 7.32 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 4,308 | 0.23 | 513 | -7.90 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3,296 | -9.18 | 393 | -16.60 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,900 | 45.00 | 345 | 33.20 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 3,995 | 0.76 | 476 | -7.39 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18,510 | -9.65 | 2,205 | -17.05 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3,070 | 366 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 10,911 | 46.48 | 1,300 | 34.47 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 270 | -33.82 | 32 | -38.46 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 23,341 | 5.46 | 2,783 | -3.97 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7,216 | -74.24 | 862 | -74.38 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3,866 | 5.54 | 461 | -3.16 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 2,789 | 0.00 | 332 | -8.03 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 14,604 | 17.40 | 1,740 | 7.81 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 16 | 2 | ||||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 7,863 | 4.24 | 937 | -4.29 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 2,056 | 2.49 | 245 | -6.15 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4,594 | -0.39 | 547 | -8.53 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 346 | -12.63 | 41 | -19.61 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5,789 | 0.28 | 690 | -7.89 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 1,844 | 0.00 | 220 | -8.37 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 2,978 | 8.57 | 355 | -0.28 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 559 | -17.79 | 67 | -25.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,012 | 256.55 | 1,193 | 227.47 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 107,687 | -6.02 | 12,828 | -13.70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 8,800 | 41.94 | 1,048 | 30.35 | |||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | Guidance Capital, Inc | 2,854 | 1.24 | 343 | 6.21 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 9,406 | -14.30 | 1,120 | -21.29 | ||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 80 | 0.00 | 10 | -10.00 | ||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-19 | 13F | Game Plan Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,067 | -3.09 | 246 | -10.87 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 989 | 3.02 | 118 | -5.65 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,817 | -14.82 | 336 | -21.73 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9,963 | -2.25 | 1,187 | -10.29 | ||||
| 2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 129,780 | 11.09 | 14,822 | 0.22 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 8,957 | -24.02 | 1,067 | -30.28 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 9,911 | 7.89 | 1,181 | 5.92 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 2,385 | 0.00 | 284 | -8.09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 45 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14,364 | 20.75 | 1,711 | 10.89 | ||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 8,233 | 0.11 | 981 | -8.07 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 80 | 0.00 | 10 | -10.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,562 | 0.09 | 901 | -8.07 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 23 | -76.29 | 3 | -83.33 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,478 | -3.84 | 295 | -11.68 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 290 | 0.00 | 35 | -8.11 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23,714 | 527.19 | 3 | |||||
| 2025-08-14 | 13F | VPR Management LLC | 5,300 | 0.00 | 631 | -8.15 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5,010 | -6.53 | 597 | -14.24 | ||||
| 2025-08-13 | 13F | Gibson Wealth Advisors LLC | 2,500 | 0.00 | 298 | -8.33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,618 | -5.21 | 431 | -13.13 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3,740 | 0.00 | 446 | -8.25 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 31 | 0.00 | 4 | -25.00 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 13,540 | -0.93 | 1,613 | -9.03 | ||||
| 2025-05-15 | 13F | Lebenthal Global Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 102 | -63.04 | 12 | -65.71 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 2,170 | 0.00 | 0 | |||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 754,276 | 1,631.26 | 89,849 | 1,666.25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,827 | 13.34 | 218 | 11.28 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 5,240 | 0.00 | 624 | -8.10 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,284 | 111.23 | 1,582 | 94.11 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 47 | 0.00 | 6 | -16.67 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 750 | 0.00 | 89 | -8.25 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6,926 | 57.95 | 825 | 45.25 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3,923 | -0.61 | 467 | -7.71 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 3,947 | 0.00 | 470 | -8.02 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 293 | 106.34 | 35 | 94.44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10,177 | 25.53 | 1,212 | 23.30 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 15,650 | -7.74 | 1,864 | -15.27 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 5 | 1 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 705 | -0.42 | 84 | -8.79 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,740 | -1.63 | 1,398 | -9.69 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2,591 | -2.89 | 309 | -10.98 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6,839 | -1.98 | 815 | -9.96 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 318,691 | 0.53 | 37,963 | -7.68 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 156 | 0.00 | 19 | -10.00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 185 | 0.54 | 22 | -4.35 | ||||
| 2025-05-07 | 13F | Anson Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3,243 | -42.02 | 386 | -46.76 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 12,620 | 7.13 | 1,503 | -1.57 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 5,116 | 4.39 | 609 | -4.09 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 7,145 | 0.00 | 851 | -8.10 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9,889 | 17.88 | 1,178 | 8.18 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 3,538 | 0.00 | 421 | -8.08 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2,577 | 307 | ||||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 118,984 | 2.08 | 14,173 | -6.26 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3,325 | 0.12 | 396 | -7.91 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2,831 | 0.64 | 337 | -7.42 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2,470 | 4.31 | 294 | -4.23 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 23,239 | -34.21 | 2,768 | -39.58 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 7 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 21,651 | 815.09 | 2,579 | 742.81 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 95,407 | -18.04 | 11,365 | -24.74 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,692 | 3.86 | 321 | -4.76 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,026 | -4.45 | 360 | -11.33 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 2,433 | 4.06 | 290 | -4.62 | ||||
| 2025-07-29 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 75,687 | 5.69 | 8,644 | -4.64 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,872 | -0.60 | 1,176 | -8.77 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 18,928 | 2.59 | 2,255 | -5.81 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 152 | 0.00 | 18 | -5.26 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 3,507 | -16.04 | 418 | -22.92 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 23,871 | -50.37 | 2,844 | -54.43 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,655 | -20.01 | 197 | -26.49 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 10,983 | 62.90 | 1,308 | 49.66 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 200 | 0.00 | 26 | 4.17 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 360 | -55.94 | ||||||
| 2025-07-08 | 13F | Boltwood Capital Management | 1,804 | 5.31 | 215 | -3.60 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 27,888 | 4.50 | 3,322 | -4.02 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2,120 | 21.56 | 253 | 11.50 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 31,806 | 3,702 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1,150 | 0.00 | 137 | -8.72 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 306 | -74.81 | 36 | -77.07 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4,410 | 525 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 2,102 | 0.00 | 250 | -8.09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 414,302 | 1.27 | 49,351 | -7.00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 4,625 | 0.00 | 551 | -8.18 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2,785 | 0.00 | 332 | -8.31 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 123 | 0.00 | 15 | -6.67 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 77 | 0.00 | 9 | 0.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 6,604 | 7.71 | 787 | -1.13 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5,933 | 0.47 | 707 | -7.71 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 17,582 | -8.99 | 2,094 | -16.41 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 21,035 | 5.36 | 2,728 | 12.68 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 1,856 | 0 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7,598 | 0.01 | 905 | -8.12 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 3,916 | 508 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 81,981 | -2.92 | 9,766 | -10.85 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 698 | 0.14 | 83 | -7.78 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 197 | 0.00 | 23 | -8.00 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36,779 | 6.08 | 4,381 | -2.58 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2,717 | -5.82 | 324 | -13.64 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 6,484 | 2.99 | 772 | -5.39 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 882,562 | -2.80 | 105,131 | -10.74 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 77 | 0.00 | 9 | 0.00 | ||||
| 2025-04-24 | 13F | Falcon Wealth Planning | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | HC Advisors, LLC | 24,887 | 4.63 | 2,965 | -3.92 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 1,943 | 252 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,088 | 44.01 | 606 | 33.77 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3,429 | 28.09 | 409 | 17.58 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 500 | 0.00 | 60 | -7.81 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,592 | 190 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2,330 | -0.13 | 278 | -8.28 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 250,152 | 11,812.00 | 2 | -99.26 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Caitlin John, LLC | 2,270 | 4.03 | 270 | -4.59 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 1,800 | 0.00 | 214 | -8.15 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5,087 | -0.39 | 606 | -8.61 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 3,761 | -43.09 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 24,928 | -3.63 | 2,969 | -11.51 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,688 | 6.23 | 201 | -2.43 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5,776 | 94.67 | 688 | 91.64 | ||||
| 2025-05-01 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Security National Bank | 955 | -9.13 | 114 | -16.91 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 243,129 | 7.55 | 28,962 | -1.23 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 109,357 | 25.84 | 13,027 | 15.57 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 2 | -99.21 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 2,178 | -0.82 | 259 | -8.80 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 70 | -33.33 | 8 | -38.46 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23,109 | -4.89 | 2,753 | -12.66 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2,440 | 0.62 | 291 | -1.36 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 38 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 17,882 | 2.83 | 2,130 | -5.54 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8,376 | 3.08 | 998 | -5.41 | ||||
| 2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 26,748 | 13.18 | 3,055 | 2.11 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 20,879 | 4.75 | 2,487 | -3.79 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 30 | 36.36 | 4 | 50.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 263,004 | -12.97 | 31,329 | -20.08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 427,520 | -22.75 | 50,926 | -29.06 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 6,305 | 751 | ||||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 38,523 | -4.84 | 4,615 | -12.06 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 22,562 | -5.23 | 2,688 | -12.96 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 12,746 | -2.34 | 1,518 | -10.28 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 2,900 | -17.14 | 345 | -23.84 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,511 | -65.68 | 1,133 | -68.50 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6,236 | 0.81 | 809 | 7.73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 185,192 | 27.33 | 22 | 22.22 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 3,643 | -34.90 | 434 | -40.28 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1,544 | 0.13 | 184 | -8.04 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 1,925 | -4.80 | 229 | -12.60 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4,875 | 84.31 | 581 | 69.39 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 10,385 | 2.42 | 1,237 | -5.93 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 49,297 | 0.10 | 5,872 | -8.06 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 257 | 0.39 | 33 | 10.00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 4,310 | -6.71 | 513 | -14.36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,297 | -46.76 | 155 | -51.27 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 6,000 | 0.00 | 715 | -8.23 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 11,246 | -18.42 | 1,340 | -25.11 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 3,730 | 0.00 | 444 | -8.07 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 8,951 | -17.81 | 1,066 | -24.50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,592,839 | -3.01 | 189,739 | -10.93 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 19,071 | 0.83 | 2,272 | -7.42 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 59,928 | -28.14 | 7,139 | -34.01 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 10,082 | -3.69 | 1,201 | -11.57 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2,188 | 20.29 | 261 | 10.64 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,438 | 30.33 | 886 | 19.73 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 2,000 | 0.00 | 238 | -8.11 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 26 | 3 | ||||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4,215 | -4.42 | 515 | -9.81 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 438 | -5.60 | 57 | 0.00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5,261 | 1.23 | 627 | -7.12 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 152 | 0.00 | 18 | -5.26 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1,788 | -19.42 | 213 | -25.78 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 9,169 | 10.75 | 1,092 | 1.77 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 354 | 2.61 | 42 | -4.55 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,851 | -66.35 | 240 | -64.02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 162,990 | -28.35 | 19,448 | -34.14 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 42 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 3,450 | 0.00 | 411 | -8.28 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,963 | -16.74 | 591 | -23.54 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 11,293 | 3.69 | 1,345 | -4.75 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 501 | -34.42 | 60 | -40.40 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 33,599 | -38.66 | 4,047 | -43.03 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15,710 | 1,871 | ||||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 5,410 | -19.91 | 644 | -26.48 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22,974 | 2.87 | 2,737 | -5.52 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 168 | -73.33 | 20 | -75.31 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 24,709 | -9.32 | 2,943 | -16.72 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 1,706 | 0.18 | 203 | -7.73 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14,640 | 89.69 | 1,744 | 74.13 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 653 | -22.17 | 78 | -28.70 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2,009 | -1.37 | 239 | -9.47 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4,369 | -5.17 | 520 | -12.90 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,582 | -12.19 | 684 | -17.11 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3,459 | 0.46 | 412 | -7.62 | ||||
| 2025-08-12 | 13F | Boxwood Ventures, Inc. | 27,720 | 0.00 | 3,302 | -8.15 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 200 | 0.00 | 24 | -8.00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 2,848 | 0.21 | 339 | -7.88 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 1,708 | 203 | ||||||
| 2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 51,636 | 4.41 | 6,151 | -4.12 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 860,760 | 9.00 | 102,534 | 0.10 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6,330 | 754 |
Other Listings
| MX:VDE |
