Mga Batayang Estadistika
| Pemilik Institusional | 544 total, 544 long only, 0 short only, 0 long/short - change of 5.20% MRQ |
| Alokasi Portofolio Rata-rata | 0.6403 % - change of -1.60% MRQ |
| Saham Institusional (Jangka Panjang) | 51,844,232 (ex 13D/G) - change of 0.87MM shares 1.72% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,499,001 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF (US:VIGI) memiliki 544 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 51,844,232 saham. Pemegang saham terbesar meliputi Morgan Stanley, EP Wealth Advisors, Inc., Bank Of America Corp /de/, Bank of New York Mellon Corp, Cliftonlarsonallen Wealth Advisors, Llc, Citigroup Inc, JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A), Wells Fargo & Company/mn, Parcion Private Wealth LLC, and LPL Financial LLC .
Struktur kepemilikan institusional Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF (NasdaqGM:VIGI) 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 89.71 / share. Previously, on September 9, 2024, the share price was 85.90 / share. This represents an increase of 4.44% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | United Advisor Group, LLC | 26,961 | 9.79 | 2,430 | 19.30 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 311 | 0.65 | 28 | 12.00 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 4,691 | 8.44 | 423 | 17.88 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 316,471 | -3.65 | 28,520 | 4.70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13,602 | 0.34 | 1,226 | 8.99 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 2,168 | -2.69 | 195 | 5.98 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18,195 | 39.33 | 1,640 | 51.34 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 2,364 | 213 | ||||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 22,793 | 2,054 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 31 | 0.00 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5,202 | -8.17 | 469 | -0.21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,880 | -19.69 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 819 | 0.00 | 74 | 8.96 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2,850 | 0.00 | 257 | 8.47 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,423 | 6.79 | 218 | 15.96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3,100 | 34.78 | 279 | 46.84 | |||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 14,932 | -3.43 | 1,346 | 4.91 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 131,437 | 1,831.76 | 11,845 | 2,000.18 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,234 | 55.38 | 382 | 68.58 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,544 | 50.34 | 139 | 63.53 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 537 | 48 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 28,243 | -6.76 | 2,545 | 1.31 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 1 | 0.00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 130,719 | -1.53 | 11,780 | 6.99 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 109,965 | 20.34 | 10 | 28.57 | ||||
| 2025-04-23 | 13F | Wealth Effects Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 36,778 | -7.18 | 3,314 | 0.85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,046,684 | 25.07 | 94,327 | 35.90 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2,740 | -0.04 | 247 | 8.37 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 21,767 | 1.47 | 1,962 | 10.23 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 5,333 | 2.36 | 481 | 11.11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 147,158 | 9.15 | 13,270 | 18.60 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6,557 | 10.29 | 1 | |||||
| 2025-07-31 | 13F | City State Bank | 5,905 | 5.35 | 532 | 14.66 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1,835,873 | 5.60 | 165,449 | 14.74 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7,292 | -69.81 | 657 | -67.20 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13,007 | 3.77 | 1,172 | 12.80 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 77,821 | 4.26 | 6,953 | 12.33 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 2,570 | 0.00 | 232 | 8.45 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3,444 | 30.45 | 309 | 41.28 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2,705 | -17.83 | 244 | -10.99 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 30,452 | 6.40 | 2,744 | 15.63 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 25,724 | 4.23 | 2,318 | 13.29 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 16,549 | 38.88 | 1,491 | 50.91 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,167 | -3.79 | 105 | 5.00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 207 | 0.00 | 19 | 5.88 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 21,786 | 1.05 | 1,963 | 9.79 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11,756 | 13.74 | 1,059 | 23.57 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 88,979 | 8.99 | 8,019 | 18.42 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 63,921 | 35.02 | 5,761 | 44.87 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 159 | 14 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 40,666 | 3.44 | 3,665 | 12.39 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 29,020 | 2,615 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15,991 | 1,441 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2,236 | -12.24 | 202 | -0.99 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1,302 | 0.08 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 84,831 | 2.48 | 7,645 | 11.35 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 234 | -10.69 | 21 | 0.00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 875 | 0.00 | 79 | 8.33 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 45,234 | -0.75 | 4,076 | 7.83 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 288 | 26 | ||||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 10,773 | -2.62 | 971 | 5.32 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 65,536 | 5,906 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7,334 | 9.81 | 661 | 19.35 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5,503 | 35.11 | 496 | 46.88 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 237,683 | 21.47 | 21,420 | 31.99 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 88,307 | -13.06 | 7,958 | -5.53 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 21,941 | -2.66 | 1,977 | 5.78 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 26 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3,150 | 284 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 261 | -5.09 | 24 | 4.55 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 350 | 0.00 | 32 | 6.90 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 105,356 | -7.29 | 9,495 | 0.73 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 23 | 0.00 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 10,341 | -11.00 | 932 | -3.32 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 7,845 | 9.61 | 707 | 19.06 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 191,966 | -2.63 | 17,300 | 5.79 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 70,212 | -4.64 | 6,328 | 3.60 | ||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 2,712 | -13.93 | 244 | -6.51 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,749 | 17.94 | 158 | 27.64 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 16,779 | 360.96 | 1,512 | 402.33 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4,170 | 376 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,500 | 0.00 | 135 | 8.87 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 92 | -66.18 | 8 | -63.64 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 | 0.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 756 | 0.00 | 68 | 9.68 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6,478 | 584 | ||||||
| 2025-07-30 | 13F | OMC Financial Services LTD | 18,259 | 0.00 | 1,646 | 8.65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 199,129 | 3.27 | 18 | 13.33 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20,133 | 447.99 | 1,814 | 496.71 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 331,305 | -1.59 | 29,857 | 6.93 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 14,788 | 0.00 | 1,333 | 8.65 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 3,350 | 18.88 | 302 | 29.18 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5,147 | 464 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 136,549 | 4.33 | 12,246 | 16.23 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,142 | -6.56 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 24,489 | 2,207 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 76,446 | 1.17 | 6,889 | 9.94 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 13,744 | 0.20 | 1,239 | 8.88 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 697 | 0.00 | 63 | 8.77 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 6,319 | -5.42 | 569 | 2.71 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 99 | 9 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 107,587 | -1.97 | 10 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 269,425 | 0.18 | 24 | 9.09 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 73 | -49.66 | 7 | -50.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 109 | -30.13 | 10 | -25.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 259 | -18.81 | 23 | -4.17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 88,430 | -1.77 | 7,969 | 4.27 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 51,865 | 1.09 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 40,576 | -22.67 | 3,657 | -15.97 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 435 | 0.00 | 39 | 8.33 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 35,333 | 302.56 | 3,184 | 337.96 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,632 | -9.33 | 147 | -1.34 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5,877 | -8.36 | 530 | 2.52 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4,987 | 0.00 | 449 | 8.72 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1,148 | 0.00 | 103 | 8.42 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6,201 | -1.27 | 559 | 7.31 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 3,176 | 286 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 54,697 | 566.31 | 5 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 2,462 | -4.94 | 222 | 3.27 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9,279 | -0.18 | 836 | 8.57 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 19,991 | 3.01 | 1,802 | 11.93 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,929 | 0.00 | 174 | 8.81 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2,651 | 0.57 | 239 | 9.17 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 59,297 | -1.19 | 5,344 | 7.35 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 514,640 | 2.96 | 46,379 | 11.87 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 63,921 | 65.68 | 5,761 | 80.06 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 3,650 | 0.00 | 329 | 8.61 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 151,118 | -2.28 | 13,619 | 6.17 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9,696 | 874 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 435 | 6.36 | 39 | 18.18 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 2,382 | 215 | ||||||
| 2025-07-24 | 13F | Baxter Bros Inc | 81,140 | 95.00 | 7,312 | 111.88 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,615 | -12.99 | 416 | -5.47 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 146 | -35.11 | 13 | -27.78 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 62 | 0.00 | 6 | 0.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 27,692 | -7.62 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 27,727 | 5.33 | 2,499 | 14.43 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 72,438 | 20.37 | 6,528 | 30.80 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 18,149 | 6.36 | 1,636 | 15.55 | ||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 2,504 | -10.12 | 226 | -2.60 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 47,414 | 2.16 | 4,273 | 10.99 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 283 | -33.10 | 26 | -28.57 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3,579 | 0.00 | 323 | 8.78 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,647 | 11.27 | 509 | 20.95 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 35,396 | 1.37 | 3,190 | 10.12 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 222,559 | -29.50 | 20,057 | -23.39 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 80,586 | -12.33 | 7,262 | -4.75 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 2,591 | 0.00 | 234 | 8.88 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 85,136 | -1.56 | 7,672 | 6.97 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 13,339 | -3.91 | 1,202 | 4.43 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 13,030 | 55.45 | 1,174 | 68.92 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 12,624 | -8.60 | 1,138 | -0.70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21,664 | -97.08 | 1,952 | -96.83 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,373 | 4.10 | 304 | 13.06 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3,970 | 0.08 | 358 | 8.51 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 8,923 | 1.68 | 804 | 10.59 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 7,420 | 4.21 | 1 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4,772 | 0.59 | 430 | 9.16 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 913 | 0.22 | 82 | 9.33 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 11,993 | -0.75 | 1,081 | 7.78 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 55,500 | 6.45 | 5,002 | 15.66 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 3,653 | 0.00 | 329 | 8.58 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 3,579 | 0.62 | 323 | 9.52 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 8,551 | 7.65 | 771 | 17.02 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 696 | 0.43 | 63 | 8.77 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 238 | -90.63 | 21 | -90.00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 228,749 | 0.61 | 20,615 | 9.32 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 3,194 | 0 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2,539 | 0.00 | 206 | -0.48 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 3,371 | 0.39 | 304 | 8.99 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,060 | -5.36 | 96 | 3.26 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 347 | 0.00 | 31 | 10.71 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 2,811 | 0.00 | 233 | 0.00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 38,500 | -2.53 | 3,470 | 5.50 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 29,007 | 11.92 | 2,614 | 21.64 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 3,388 | 305 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 76 | 7 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 3,931 | 0.00 | 354 | 8.59 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 208 | 0.48 | 19 | 5.88 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 699,339 | 1.25 | 63,023 | 9.86 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 17,252 | 7.20 | 1,555 | 16.49 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5,995 | -10.27 | 540 | -2.53 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 2,925 | 264 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 3,928 | 0.00 | 354 | 8.62 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 27,602 | 0.03 | 2,488 | 8.70 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 53,213 | -2.24 | 4,413 | 1.38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,090 | 44.37 | 98 | 58.06 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 599 | 198.01 | 54 | 231.25 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 9,784 | -1.78 | 882 | 6.66 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,481 | 38.54 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 42,225 | -6.49 | 3,805 | 1.60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20,993 | 223.77 | 1,892 | 252.14 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45,792 | 51.38 | 4,127 | 64.51 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 2,451 | 0.00 | 221 | 8.37 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 275 | -4.51 | 25 | 4.35 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,639 | -38.96 | 328 | -33.81 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 2,385 | 215 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2,639 | 0.38 | 238 | 8.72 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 6,896 | -20.78 | 621 | -13.99 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 479 | 0.00 | 43 | 10.26 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6,776 | 1 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 7,258 | -4.80 | 654 | 3.48 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 25,812 | 0.03 | 2,326 | 8.69 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 64,229 | 6.16 | 5,788 | 15.37 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5,224 | 471 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 23,197 | 0.08 | 2,090 | 8.74 | ||||
| 2025-05-14 | 13F | Gw Henssler & Associates Ltd | 3,646 | 0.00 | 322 | 0.00 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 2,814 | 254 | ||||||
| 2025-07-23 | 13F | Optas, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2,827 | -10.65 | 255 | -3.05 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 9,892 | 18.59 | 870 | 25.76 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 11,760 | -10.91 | 1,060 | -3.20 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 55,051 | 4.40 | 4,961 | 13.45 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 18,266 | 2.69 | 1,646 | 11.59 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 232,954 | -1.75 | 20,994 | 6.75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,381 | -8.50 | 305 | -0.65 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 789 | 0.00 | 65 | 3.17 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 100 | -33.33 | 9 | -25.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5,002 | 10.44 | 451 | 20.00 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3,755 | -1.21 | 338 | 7.30 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 112 | 0.00 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,278 | 202 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 2,230 | 201 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 28,120 | 4.58 | 2,534 | 13.63 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 8,616 | 0.00 | 776 | 8.68 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 48,225 | 4.14 | 4,349 | 13.26 | ||||
| 2025-08-14 | 13F | Fmr Llc | 15,810 | 11.17 | 1,425 | 20.78 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 19,191 | 20,535.48 | 1,729 | 24,600.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 39 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1,289 | 0 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 7,619 | 0.08 | 687 | 8.87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,695 | -25.20 | 153 | -18.72 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,839 | -17.95 | 346 | -7.75 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 55,394 | -1.11 | 4,992 | 7.47 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 21,263 | 0.00 | 1,916 | 8.68 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 271 | 24 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 62,723 | 6.64 | 5,653 | 15.87 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 527,683 | -0.15 | 47,555 | 8.49 | ||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 634 | 0.00 | 57 | 9.62 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 44,494 | 0.10 | 4,010 | 8.76 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 29,160 | -0.08 | 2,628 | 8.55 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 55,874 | 0.56 | 5,035 | 9.27 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4,139 | 11.71 | 373 | 21.50 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11,160 | 0.00 | 1,006 | 8.65 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 3,176 | -20.02 | 286 | -13.07 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 201,364 | 7.07 | 18,147 | 16.35 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 166,858 | 94.46 | 15,038 | 111.31 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 39,017 | 4.61 | 3,516 | 13.68 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 35,835 | 8.91 | 3,229 | 18.37 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 182,097 | 4.75 | 16,411 | 13.82 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 4,380 | 0.00 | 395 | 8.54 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 50,061 | -9.10 | 4,512 | -1.23 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 32,498 | 0.33 | 2,929 | 9.01 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,274 | -74.87 | 385 | -72.70 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 7,133 | -0.08 | 643 | 3.38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 964,679 | 30.44 | 86,956 | 41.23 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 65,506 | -1.18 | 5,903 | 7.39 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,659 | 61.07 | 150 | 75.29 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 18,457 | -8.29 | 1,655 | -1.66 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,275 | 242.11 | 205 | 272.73 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 23,387 | 4.62 | 2,108 | 13.65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 8,027 | 49.37 | 723 | 62.47 | ||||
| 2025-07-23 | 13F | Somerville Kurt F | 3,135 | 0.00 | 283 | 8.46 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 7,436 | -23.27 | 670 | -16.56 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 42,268 | 3,791 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 15,537 | -11.45 | 1,401 | -4.11 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 303,781 | 14.85 | 27,377 | 24.79 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 112,365 | -0.08 | 10,126 | 8.57 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 2,869 | -11.34 | 259 | -3.73 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,230 | 0.00 | 201 | 8.70 | ||||
| 2025-08-08 | 13F | Creative Planning | 47,223 | -1.82 | 4,256 | 6.67 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 586 | 72.35 | 53 | 85.71 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 4,710 | 0.00 | 424 | 8.72 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 3,143 | 0.00 | 283 | 8.85 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 12,889 | 1.70 | 1,162 | 10.47 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 53,626 | -64.99 | 4,833 | -61.96 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 83 | 0.00 | 7 | 16.67 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 86,727 | 4.25 | 7,816 | 13.28 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14,574 | 0.97 | 1,313 | 9.69 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 16,958 | 1.54 | 1,528 | 10.32 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 2,298 | 207 | ||||||
| 2025-05-06 | 13F | Principle Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 242,781 | 3.24 | 21,879 | 12.18 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2,497 | -4.69 | 225 | 3.69 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 11,000 | 25.00 | 991 | 35.94 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25,823 | -3.14 | 2,327 | 5.25 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4,979 | 0.00 | 449 | 8.74 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 11,923 | 0.00 | 989 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4,814 | 0.00 | 434 | 8.52 | ||||
| 2025-06-26 | NP | FINT - Frontier Asset Total International Equity ETF | 67,725 | -10.71 | 5,842 | -6.74 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 337,751 | 4.28 | 30,438 | 13.31 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 20,832 | 1,877 | ||||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 22,793 | 21.69 | 2,054 | 32.26 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 279 | 8.56 | ||||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 98,710 | -0.65 | 8,896 | 7.95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,144,983 | 6.20 | 103,186 | 15.39 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 24,518 | -0.99 | 2,210 | 7.60 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,781 | 8.22 | 611 | 17.73 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 5,348 | 6.07 | 482 | 15.07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,261,478 | 4.55 | 113,684 | 13.60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 381 | 0.53 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,441 | 0.00 | 220 | 8.42 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 641,252 | 3.43 | 57,789 | 12.39 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 12,183 | 0.00 | 1,098 | 8.61 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 4,054 | 0.00 | 365 | 8.63 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 5,249 | -34.36 | 473 | -28.66 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 147 | 0.68 | 13 | 8.33 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 52,340 | 3.37 | 4,717 | 12.31 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,403,056 | 1.88 | 126,443 | 10.70 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 6,221 | 561 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 42,255 | 1.14 | 3,808 | 9.87 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 9,170 | 79.49 | 826 | 95.27 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 56,033 | -2.02 | 5,050 | 6.45 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 70,664 | -0.09 | 6,368 | 8.56 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 141,802 | 4.15 | 13 | 9.09 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 113,708 | 0.44 | 10,247 | 9.14 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 80,709 | 7.24 | 7,274 | 16.52 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 741 | 0.54 | 67 | 8.20 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 12,625 | -6.01 | 1,138 | 2.06 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 82,205 | -0.54 | 7,408 | 8.08 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 2,811 | 233 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2,425 | 219 | ||||||
| 2025-07-21 | 13F | Phraction Management LLC | 3,900 | -30.54 | 351 | -24.52 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 35,004 | 1.25 | 3,155 | 10.01 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7,698 | -3.18 | 694 | 5.16 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 20,603 | 19.32 | 1,857 | 29.61 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 2,630 | 236 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 518 | 0.00 | 47 | 9.52 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 133,300 | -46.92 | 12,013 | -42.33 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 11,099 | 0.00 | 1,000 | 8.70 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 61,524 | 1.62 | 5,456 | 19.68 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 10,044 | 2.01 | 905 | 10.91 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 87,192 | -1.49 | 7,858 | 7.04 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5,915 | -6.57 | 533 | 1.52 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 67,946 | -2.75 | 6,123 | 5.68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24,413 | 104.53 | 2,200 | 121.55 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 40,905 | 6.48 | 3,686 | 15.69 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 5,047 | 61.56 | 455 | 75.29 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 10,718 | 2.10 | 966 | 10.92 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 781 | 66.88 | 70 | 84.21 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 170,741 | 1.04 | 15,387 | 9.79 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 8,743 | 0.01 | 788 | 8.55 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10,040 | 26.61 | 905 | 37.60 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 408,194 | 3.20 | 36,786 | 16.27 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 11,670 | 0.31 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,108 | 12.52 | 641 | 22.37 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 28,896 | 2,604 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,600 | 0.00 | 144 | 9.09 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 116,462 | 5.96 | 10,420 | 14.30 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 73,530 | 1.47 | 6,627 | 10.25 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2,474 | 223 | ||||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 4,316 | 0.00 | 358 | 0.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,532 | -20.99 | 138 | -13.75 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,085 | 0.19 | 278 | 9.02 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 49,610 | 8.83 | 4,471 | 18.25 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 3,857 | 348 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 26,968 | 6.62 | 2,430 | 15.88 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 50,054 | 12.53 | 4,511 | 22.26 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 39,080 | 4.28 | 3,522 | 13.29 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 27,835 | -3.99 | 2,508 | 4.33 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 1,183,161 | 0.19 | 106,626 | 8.86 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 120,936 | 0.79 | 10,899 | 9.52 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 208,964 | -1.21 | 18,828 | 7.31 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 7,910 | 700 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 227 | -49.56 | 20 | -45.95 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 18,503 | 0.00 | 1,667 | 8.67 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 10,109 | 16.08 | 911 | 26.18 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 103,155 | -1.59 | 9,296 | 6.94 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 136,204 | -1.06 | 12,257 | 7.35 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 22,723 | 0.63 | 2,048 | 9.35 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 78,546 | 7.04 | 7,079 | 16.30 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 4,857 | -10.29 | 438 | -2.67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 565,995 | 1.96 | 51,008 | 10.79 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 144,953 | 13,063 | ||||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9,618 | 87.19 | 867 | 103.29 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,739 | 1.86 | 247 | 10.31 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4,212 | 0.60 | 380 | 9.22 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 300 | 15.83 | 27 | 28.57 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 3,227 | 0.00 | 291 | 8.61 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 72,696 | 0.00 | 6,551 | 8.66 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 53,656 | 0.49 | 4,835 | 9.19 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 5,477 | -11.87 | 494 | -4.27 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 127 | 0.00 | 11 | 0.00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2,292 | 207 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,539 | -0.32 | 123 | -3.91 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 8,942 | 16.21 | 806 | 26.18 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 9,988 | -10.31 | 900 | -2.49 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 14,662 | 1.82 | 1,321 | 10.64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 781,471 | -1.09 | 70,426 | 7.47 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1,316 | 0.61 | 119 | 9.26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 572 | 13.94 | 52 | 24.39 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 97,755 | 3.15 | 8,810 | 12.09 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 25,201 | -6.25 | 2,271 | 1.88 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 17,967 | 22.69 | 1,619 | 33.36 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 9,800 | 0.00 | 883 | 8.74 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 17,876 | 0.57 | 1,611 | 9.29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 638,339 | -0.45 | 58 | 7.55 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 17,553 | -1.98 | 1,582 | 6.17 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 370,017 | 3.03 | 33,346 | 11.95 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 10,724 | 16.72 | 966 | 26.77 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Finward Bancorp | 13,726 | 11.40 | 1,237 | 21.06 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 3,429 | -11.90 | 308 | -4.66 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 4,325 | -9.88 | 390 | -2.26 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 8,636 | 1.03 | 778 | 9.89 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 994 | 52.92 | 90 | 67.92 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2,527 | -1.44 | 228 | 7.08 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 7,593 | 7.02 | 684 | 16.33 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 163,290 | 3.29 | 14,716 | 12.23 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 264,958 | 4.71 | 23,878 | 13.77 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 33,752 | 20,110.78 | 3,042 | 6.63 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 86,685 | 0.01 | 7,190 | 3.69 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 34,081 | -1.07 | 3,071 | 7.49 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 104,910 | 1.94 | 9,454 | 10.77 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 584 | 0.00 | 53 | 8.33 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,821,980 | 12.19 | 434,557 | 21.90 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 20 | 2 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 16,289 | 0.00 | 1,351 | 3.76 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 91 | 0.00 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1,200 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 114,925 | 9.41 | 10,039 | 15.22 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 37,014 | -1.97 | 3,336 | 6.52 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 239 | 0.00 | 20 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45,643 | 10.08 | 3,934 | 14.43 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7,606 | 0.00 | 686 | 8.73 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10,641 | 0.99 | 959 | 9.74 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4,393 | 0.62 | 396 | 9.12 | ||||
| 2025-08-08 | NP | QRDTX - Quantified Rising Dividend Tactical Fund Investor Class Shares | 48,225 | 4.14 | 4,346 | 13.18 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 602 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 834 | 0.60 | 75 | 10.29 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 87,800 | -0.54 | 7,912 | 8.07 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5,826 | 15.92 | 525 | 26.20 | ||||
| 2025-07-31 | 13F | CNB Bank | 51 | 5 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 40,662 | 128.97 | 3,665 | 148.91 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 54,737 | -2.45 | 4,933 | 6.00 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 167,858 | 8.69 | 15,127 | 18.11 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 55,234 | 1.91 | 4,978 | 10.75 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6,240 | -3.78 | 562 | 4.66 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 41,833 | 4.13 | 3,770 | 13.15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,748,331 | 5.84 | 337,800 | 15.00 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 2,948 | 0.00 | 266 | 8.61 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4,565 | -25.02 | 411 | -18.45 | ||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 172 | 0.00 | 16 | 7.14 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,848,699 | -1.46 | 166,605 | 7.07 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 6,121 | 4.19 | 552 | 13.14 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 25,449 | 8.16 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 3,055 | 0.00 | 275 | 8.70 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 22,998 | -0.81 | 2,073 | 7.80 | ||||
| 2025-09-03 | 13F | American Trust | 63,904 | 5,759 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 42,944 | -15.53 | 3,870 | -8.21 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 677 | 29.69 | 61 | 41.86 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 11,290 | -25.67 | 1,017 | -19.22 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 240 | 22 | ||||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 44,839 | -26.31 | 4,041 | -19.94 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 716 | 0.00 | 65 | 8.47 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 82,045 | -6.38 | 7,394 | 1.72 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,059 | 0.00 | 276 | 8.70 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 125 | 0 | ||||||
| 2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 137,180 | 52.12 | 12,363 | 65.29 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 102,112 | 1.74 | 9,016 | 3.21 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,711 | -3.14 | 244 | 5.17 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 57 | 0.00 | 5 | 25.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 386,816 | 15.12 | 34,860 | 25.09 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 14,739 | 0.61 | 1,328 | 9.30 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9,102 | -0.09 | 820 | 8.61 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 15,167 | 0.43 | 1,367 | 9.11 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 109,462 | -3.84 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4,833 | -8.00 | 436 | 0.00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 128,635 | 14.54 | 11,590 | 24.43 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 30,496 | 5.62 | 2,748 | 19.01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 35,935 | 4.07 | 3,238 | 13.10 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 19,690 | 19.30 | 1,774 | 29.68 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 35,517 | -44.51 | 3,201 | -39.71 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 125 | 11 | ||||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 27,531 | 2.10 | 2,481 | 10.96 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 114,526 | -0.06 | 10,321 | 8.60 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 36,137 | -0.42 | 3,257 | 8.21 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,915 | 6.21 | 353 | 19.73 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 24,081 | -28.99 | 2,170 | -20.37 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3,144 | 11.17 | 283 | 20.94 | ||||
| 2025-08-14 | 13F | UBS Group AG | 631,574 | 0.38 | 56,917 | 9.07 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 11 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6,378 | -1.38 | 1 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 450 | 0.00 | 41 | 8.11 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,173 | 7.58 | 735 | 13.80 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 3,000 | 0.00 | 270 | 8.87 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 280,126 | 2.48 | 25,245 | 11.34 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 9,410 | 1 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 23,015 | 0.81 | 2,074 | 9.56 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | VeraBank, N.A. | 317,523 | 0.99 | 28,615 | 9.73 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 19,894 | 0.81 | 1,793 | 9.54 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 114,758 | 8.12 | 10,342 | 17.48 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 422,436 | -1.01 | 38,070 | 7.55 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 14,281 | 10,557.46 | 1,287 | 11,600.00 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 12,424 | -17.13 | 1,120 | -9.98 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 27,843 | 2.80 | 2,509 | 15.84 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 15,258 | 1.01 | 1,375 | 9.82 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 42,685 | -4.81 | 3,847 | 3.41 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,077,299 | -2.52 | 547,686 | 5.92 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 22,581 | -0.32 | 2,035 | 8.31 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 38,621 | 199.88 | 3,481 | 225.84 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 78,944 | 3.28 | 7,114 | 12.23 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 582 | 5.82 | 52 | 15.56 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 95 | 0.00 | 8 | 0.00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 46,363 | -2.11 | 4,178 | 6.36 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 4,829 | 0.00 | 435 | 8.75 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11,689 | -6.69 | 1,053 | 1.45 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 152,675 | 1.97 | 13,759 | 10.38 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,460 | 3.40 | 222 | 12.18 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 3,965 | 0.00 | 357 | 8.84 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 81,423 | 0.00 | 7,338 | 8.65 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,519 | 18.42 | 407 | 28.80 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 1,383,552 | -1.65 | 124,686 | 6.87 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 3,816 | -7.54 | 344 | 0.29 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 15,770 | 0.00 | 1,421 | 8.72 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,791 | -3.37 | 1,423 | 5.02 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 803,708 | -13.48 | 72,430 | -5.99 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 57,444 | -1.96 | 5,177 | 6.52 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 18,662 | 0.12 | 1,682 | 8.80 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9,441 | 851 | ||||||
| 2025-07-25 | 13F | Parker Financial LLC | 7,330 | -12.37 | 661 | -4.76 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 37,188 | 0.26 | 3,351 | 8.94 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 8,776 | 0.19 | 791 | 8.82 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21,964 | 0.35 | 1,993 | 4.95 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 89,635 | -1.26 | 8,078 | 7.29 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 29,937 | 0.21 | 2,698 | 8.88 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 92,591 | 8,344 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 22,056 | 20.38 | 1,988 | 35.63 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3,268 | 295 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 502 | 0.00 | 45 | 9.76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91,349 | 45.19 | 8 | 60.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9,364 | 33.07 | 844 | 44.60 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 83,059 | 13.69 | 7,485 | 23.54 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1,876 | 0.00 | 169 | 9.03 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 300 | 0.00 | 27 | 12.50 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 2,424 | 201 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 4,297 | 0.51 | 387 | 9.32 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 22,010 | -0.28 | 1,984 | 8.36 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 289,482 | 2.55 | 26,088 | 11.43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,258 | 42.84 | 564 | 55.37 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 7,783 | 0.82 | 701 | 9.53 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 2,763 | 249 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 34,876 | 4.67 | 3,143 | 13.75 | ||||
| 2025-07-24 | 13F | Eastern Bank | 265,160 | -3.21 | 23,896 | 5.17 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 33,332 | 13.25 | 3,004 | 23.07 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 114,185 | 10.83 | 10,290 | 20.42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 21,871 | 1.58 | 1,971 | 8.30 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 171 | 0.59 | 15 | 7.14 |
