Mga Batayang Estadistika
| Pemilik Institusional | 1738 total, 1726 long only, 1 short only, 11 long/short - change of -3.76% MRQ |
| Alokasi Portofolio Rata-rata | 0.5692 % - change of -9.07% MRQ |
| Saham Institusional (Jangka Panjang) | 238,027,856 (ex 13D/G) - change of 14.81MM shares 6.64% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 18,912,242 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Specialized Funds - Vanguard Real Estate ETF (US:VNQ) memiliki 1738 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 238,027,856 saham. Pemegang saham terbesar meliputi Empower Advisory Group, LLC, Proficio Capital Partners LLC, Creative Planning, Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, Morgan Stanley, Wealthfront Advisers Llc, State of New Jersey Common Pension Fund D, Jpmorgan Chase & Co, and Gallagher Fiduciary Advisors, LLC .
Struktur kepemilikan institusional Vanguard Specialized Funds - Vanguard Real Estate ETF (ARCA:VNQ) 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 92.47 / share. Previously, on September 9, 2024, the share price was 96.01 / share. This represents a decline of 3.69% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 104 | 0.00 | 9 | 0.00 | ||||
| 2025-07-21 | 13F | Vanderbilt University | 840,610 | 1.00 | 74,865 | -0.65 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 4,990 | -1.66 | 444 | -3.27 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8,054 | -39.36 | 717 | -40.35 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 75,598 | -12.42 | 6,733 | -13.86 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3,987 | -54.44 | 355 | -55.18 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 6,692 | 0.00 | 596 | -1.65 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 11,280 | 9.15 | 1,012 | 8.24 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 2,364 | 0.00 | 211 | -1.87 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 3,140 | -2.67 | 280 | -4.45 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 11,932 | 2.05 | 1,063 | 0.38 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1,111 | -1.16 | 100 | -1.98 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 146,644 | 6.18 | 13,098 | 1.00 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 32,882 | -11.28 | 2,977 | -9.82 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2,434 | 0.41 | 217 | -1.37 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 2,200 | 0.00 | 196 | -2.01 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 10,632 | -23.46 | 947 | -24.74 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 123 | 0.82 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,440 | -45.01 | 574 | -45.94 | ||||
| 2025-07-14 | 13F | Farmers Trust Co | 4,732 | -30.34 | 421 | -31.54 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 3,900 | -15.97 | 347 | -17.38 | ||||
| 2025-08-14 | 13F | Hudson Bay Capital Management LP | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 8,087 | 35.08 | 722 | 28.47 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4,672 | -13.96 | 416 | -15.27 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5,021 | 6.35 | 447 | 4.68 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 230,808 | 13.47 | 20,556 | 11.61 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 3,481 | 0.12 | 310 | -1.27 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 15,957 | 3.77 | 1,421 | 2.08 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 24,187 | 0.15 | 2,154 | -1.46 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 39,247 | 3,495 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 377,695 | 559.20 | 33,638 | 548.24 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 2,847 | 1.17 | 254 | -0.39 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 2,459 | 0.00 | 219 | 4.31 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11,336 | 83.82 | 1,011 | 81.00 | ||||
| 2025-08-13 | 13F | Natixis | 5,641 | -5.21 | 502 | -6.52 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 5,258 | 331.34 | 468 | 325.45 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 3,467 | -0.14 | 309 | -1.91 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 4,734 | -17.97 | 422 | -19.35 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 7,507 | 0.00 | 669 | -1.62 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 13,654 | -26.54 | 1,216 | -27.71 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3,304 | 7.83 | 294 | 6.14 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 5 | -28.57 | 0 | |||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 14,065 | -34.40 | 1,253 | -35.50 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 360,192 | 9.15 | 32,079 | 7.36 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 6,509 | 580 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 7,443 | -6.11 | 663 | -7.67 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 226,989 | 3.59 | 20,216 | 1.90 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 7,021 | 3.78 | 625 | 2.12 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 805 | 2.68 | 72 | 1.43 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 2,671 | 0.00 | 238 | -1.66 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 5,585 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | REDW Wealth LLC | 63,962 | -22.41 | 5,696 | -23.68 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 439 | 0.00 | 39 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 32 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,810 | 0.00 | 250 | -1.57 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 74,110 | 7.02 | 6,599 | 5.23 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 36,519 | 16.83 | 3,252 | 14.91 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2,985 | 0.00 | 266 | -1.85 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 6,228 | 0.00 | 555 | -1.60 | ||||
| 2025-08-12 | 13F | Bokf, Na | 101,994 | -0.22 | 9,084 | -1.85 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 21 | 2 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 20,462 | -1.62 | 1,822 | -3.24 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 23,928 | -6.30 | 2,131 | -7.83 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9,550 | -34.95 | 851 | -36.04 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 223,781 | -14.50 | 19,972 | -15.72 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 275,976 | 9.48 | 24,578 | 7.69 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 327 | 0.00 | 29 | 0.00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2,490 | -27.76 | 222 | -29.17 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 12,388 | -1.59 | 1,103 | -3.16 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 34,660 | 1.95 | 3,087 | 0.26 | ||||
| 2025-07-28 | 13F | Essex LLC | 4,206 | 5.76 | 375 | 3.89 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 29,053 | -6.72 | 2,587 | 1.33 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 8,372 | -10.10 | 746 | -11.63 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2,423 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 8,977 | 2.37 | 800 | 0.76 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 16,857 | -4.93 | 1,501 | -6.48 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 112,638 | -25.59 | 10,032 | -26.80 | ||||
| 2025-08-14 | 13F | Obsido Oy | 25,676 | 4.51 | 2,287 | 2.79 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 1,300 | 0.00 | 116 | -1.71 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 98 | 9 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 85,923 | -43.13 | 7,652 | -44.06 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 669 | 0.45 | 60 | -1.67 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 175,828 | -0.27 | 15,659 | -1.90 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 4,403 | -1.94 | 392 | -3.45 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,788 | -3.51 | 426 | -5.12 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 30,862 | -2.25 | 2,749 | -3.85 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 50,658 | 0.94 | 4,512 | -0.73 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 57,741 | -5.97 | 5,142 | -7.50 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 15,355 | -2.67 | 1,368 | -4.27 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 5,636 | 502 | ||||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 3,122 | 0.10 | 278 | -1.42 | ||||
| 2025-04-16 | 13F | Signature Resources Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 2,927 | 0.00 | 261 | -1.89 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 3,735 | 27.04 | 0 | |||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 49,400 | 161.38 | 4,400 | 157.10 | |||
| 2025-08-14 | 13F | Select Asset Management & Trust | 3,143 | -37.18 | 0 | |||||
| 2025-05-07 | 13F/A | Symmetry Investments LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 7,939 | -6.17 | 707 | -7.70 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 31,097 | -3.09 | 2,770 | -4.68 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 6,074 | -32.16 | 541 | -33.33 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peak6 Llc | Put | 22,600 | 2,013 | |||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 35,993 | -1.50 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 267,431 | -60.65 | 23,817 | -61.30 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 51 | 0.00 | 5 | 0.00 | ||||
| 2025-07-16 | 13F | Patton Fund Management, Inc. | 34,338 | 23.55 | 3,058 | 21.54 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4,112 | 11.47 | 372 | 13.41 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 6,096 | -2.09 | 543 | -3.73 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 4,009 | 0.00 | 357 | -1.38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3,943,457 | -16.03 | 351,204 | -17.40 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 16,483 | 37.94 | 1,468 | 35.71 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 2,284 | -0.26 | 203 | -1.93 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 150 | 0.00 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 167 | 0.00 | 15 | -6.67 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1,605 | 0.00 | 143 | -2.07 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3,030 | 0.20 | 270 | -1.47 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 156,779 | 5.43 | 14 | 0.00 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1,337 | 0.30 | 119 | -0.83 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 59,754 | -5.93 | 5,322 | -7.48 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 38,513 | 0.25 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 28,844 | 4.57 | 2,569 | 2.84 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 58,615 | -0.37 | 5,220 | -1.99 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3,084 | -7.50 | 275 | -8.97 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 1,862 | -0.75 | 166 | -1.20 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 5,537 | 28.41 | 493 | 26.41 | ||||
| 2025-04-29 | 13F | Capital Advisors Inc/ok | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 3,969 | 2.16 | 353 | 0.57 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 104,066 | -2.19 | 9,268 | -3.79 | ||||
| 2025-04-15 | 13F | Arvest Investments, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 2,856 | -19.75 | 254 | -21.12 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 23,911 | 41.29 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 6,150 | -3.62 | 548 | -5.20 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 16,991 | -38.59 | 1,513 | -39.60 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 3,000 | 0.00 | 267 | 2.69 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 6,088 | -8.93 | 542 | -10.41 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 9,764 | -6.31 | 870 | -7.85 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 45,336 | -10.25 | 4,039 | -11.68 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 34,873 | 2.57 | 3,106 | 0.88 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 3,229 | 0.00 | 288 | -1.71 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 7,417 | 3.65 | 661 | 2.01 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 868 | -2.14 | 77 | -3.75 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 155,628 | 3.33 | 13,860 | 1.64 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 3,345 | 0.00 | 298 | -1.66 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1,350 | -32.50 | 120 | -33.70 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 7,885 | 702 | ||||||
| 2025-05-09 | 13F | J. Safra Sarasin Holding AG | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 3,836 | 7.45 | 0 | |||||
| 2025-05-07 | 13F | Magnolia Wealth Management, LLC | 105,794 | 0.50 | 9,579 | 2.15 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 3,862 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3,658 | 10.21 | 326 | 8.33 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 244 | -14.69 | 22 | -16.00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 6,211 | 9.93 | 553 | 8.22 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 20,241 | -0.18 | 1,803 | -1.80 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 35,605 | 5.22 | 3,171 | 3.49 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 3,815 | 0.00 | 340 | -1.74 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 837 | 0.97 | 75 | -1.33 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 12,900 | -26.10 | 1,149 | -27.34 | ||||
| 2025-05-14 | 13F | Gamco Investors, Inc. Et Al | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 400 | 0.00 | 36 | -2.78 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,313 | -3.24 | 295 | -5.16 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2,081 | 4.05 | 185 | 2.21 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 31,900 | -43.44 | 2,841 | -44.36 | |||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 800 | 71 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 338,312 | 6.75 | 30,130 | 5.01 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 2,832 | -27.96 | 252 | -29.01 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,687 | -9.31 | 506 | -10.76 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 225 | 0.00 | 20 | 0.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 17,915 | -9.68 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 8,224 | -14.16 | 732 | -15.57 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4,557 | -34.37 | 406 | -35.51 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 28,387 | 1.48 | 2,528 | -0.16 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 12,763 | 0.80 | 1,137 | -0.87 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 81,939 | -0.74 | 7,298 | 104,142.86 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 243 | -2.41 | 22 | -4.55 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 5,057 | 0.00 | 450 | -1.53 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 91,756 | 8.69 | 8,172 | 6.91 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Stephenson National Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 4,501 | 0.00 | 401 | -1.72 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 3,144 | 0.00 | 280 | -1.41 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1,602 | -8.72 | 143 | -10.13 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 11 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 8,805 | -8.07 | 784 | -9.57 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2,799 | 0.14 | 249 | -1.58 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 676 | 0.00 | 60 | -1.64 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 817 | 25.11 | 73 | 22.03 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 184,166 | -0.55 | 16,402 | -2.18 | ||||
| 2025-08-14 | 13F | Man Group plc | 27,640 | -81.93 | 2,462 | -82.22 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 658,175 | -12.99 | 58,730 | -14.25 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2,363 | 0.77 | 210 | -0.94 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 6,264 | 38.83 | 558 | 36.52 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 2,483 | 7.58 | 221 | 6.25 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 26,192 | 14.28 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | United Bank | 79,124 | 0.18 | 7,047 | -1.47 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 38,273 | -0.06 | 3,409 | -1.70 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 568,828 | -33.05 | 50,660 | -34.15 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 300 | 0.00 | 27 | -3.70 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 16,260 | -0.96 | 1,448 | -2.56 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11,788 | -2.55 | 1,050 | -4.20 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 23,124 | 48.51 | 2,060 | 46.13 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 1,140 | 102 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13,543 | 10.53 | 1,206 | 8.75 | ||||
| 2025-07-17 | 13F | City Holding Co | 18,065 | 2.82 | 1,609 | 1.13 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4,726 | 22.06 | 421 | 21.68 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 3,111 | 14.59 | 277 | 13.06 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 7,485 | -4.47 | 667 | -6.06 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 76 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 229 | 20 | ||||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 9,765 | -0.54 | 877 | 1.04 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10,764 | 46.47 | 961 | 54.59 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,795 | 0.00 | 160 | -1.85 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 10,535 | 0.13 | 938 | -1.47 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 856,608 | 1.45 | 76,289 | -0.21 | ||||
| 2025-04-16 | 13F | Howard Capital Management Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 144,576 | 3.29 | 13 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 37,435 | 0.90 | 3,334 | -0.77 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21,990 | -3.79 | 1,958 | -5.36 | ||||
| 2025-04-16 | 13F | Southland Equity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 5,344 | -29.16 | 476 | -30.45 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2,520 | 228 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 5,791 | 0.00 | 516 | -1.72 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 2,867 | 1.92 | 255 | 0.39 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 2,895 | 0.00 | 258 | -1.91 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 338,150 | 5.20 | 30,116 | 3.48 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 434 | -7.86 | 39 | -9.52 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5,448 | -1.38 | 485 | -3.00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 11,534 | 0.84 | 1,027 | -0.77 | ||||
| 2025-04-14 | 13F | Daymark Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 2,754 | 0.04 | 245 | -1.61 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 268 | 170.71 | 24 | 187.50 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 205 | 0.00 | 18 | 0.00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 544 | 0.00 | 49 | 2.08 | ||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 2,577 | -10.12 | 229 | -11.58 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,469 | 44.90 | 842 | 46.43 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 3,586 | 0.00 | 319 | -1.54 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 22,907 | -0.62 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 135,044 | -1.73 | 12,027 | -3.34 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14,450 | -2.92 | 1,287 | -4.53 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 795 | -7.02 | 71 | -9.09 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 10,780 | 0.66 | 960 | 12.41 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 9,548 | -25.77 | 850 | -26.98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,350,706 | -4.11 | 387,474 | -5.68 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 188,467 | 1.85 | 16,785 | 0.19 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 91,002 | -27.11 | 8,105 | -28.30 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 99,382 | -5.75 | 8,851 | -7.30 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 10,472 | 0.24 | 933 | -1.38 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2,799 | -0.36 | 249 | -1.97 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 19,648 | -3.06 | 1,750 | -4.69 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7,628 | 41.05 | 679 | 38.85 | ||||
| 2025-07-31 | 13F | Mcdaniel Terry & Co | 3,467 | -33.06 | 309 | |||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 72,996 | 3.48 | 6,501 | 1.80 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 9,583 | -13.13 | 853 | -14.53 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 23,031 | 4.78 | 2,051 | 3.07 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 4,693 | 1.51 | 418 | -0.24 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 117,904 | -1.97 | 10,501 | -3.58 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 23,175 | 9.69 | 2,064 | 7.95 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,283 | 203 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 36,628 | -8.49 | 3,262 | -9.96 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 12,831 | -4.65 | 1,143 | -6.24 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 2,463 | -5.12 | 219 | -4.37 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 2,440 | -1.53 | 217 | -3.12 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 5,000 | 0.00 | 445 | -1.77 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 551 | 0.00 | 49 | 0.00 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 3,306 | 0.06 | 294 | -1.67 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 5,621 | 7.70 | 1 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8,153 | 11.58 | 726 | 9.83 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 583,837 | -60.17 | 51,997 | -60.82 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 506 | 0.00 | 45 | 0.00 | ||||
| 2025-08-12 | 13F | Comprehensive Financial Management LLC | 328,338 | 0.00 | 29,242 | -1.63 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 27,803 | 0.81 | 2,476 | -0.84 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 5,313 | -13.83 | 473 | -15.23 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 546,251 | 482.99 | 48,649 | 547.70 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 3,698 | 0.00 | 329 | -1.50 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 47,121 | -0.24 | 4,197 | -1.87 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 36,218 | -1.90 | 3,226 | -3.50 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 123,937 | 40.11 | 11,038 | 37.82 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2,555 | -18.37 | 228 | -19.79 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 6,133 | 0.00 | 1 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 38,550 | -1.91 | 3,433 | -3.51 | ||||
| 2025-08-11 | 13F | Poehling Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 128,681 | 4.84 | 11,460 | 3.13 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 12,825 | -2.35 | 1,142 | -3.95 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 11,941 | -3.16 | 1,063 | -4.75 | ||||
| 2025-04-10 | 13F | Gilman Hill Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 63,360 | -0.16 | 5,643 | -1.79 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 139,523 | 1.99 | 12,426 | 0.31 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 25,837 | -6.61 | 2,301 | -8.11 | ||||
| 2025-07-15 | 13F | Sara-Bay Financial | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1,266 | 0.00 | 113 | -1.75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16,763 | 4.91 | 1,495 | 3.17 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 38,399 | 7.33 | 3,420 | 5.56 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 6,310 | 562 | ||||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 6,270 | -19.19 | 558 | -20.51 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 369 | 405.48 | 33 | 433.33 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 2,872 | 4.63 | 256 | 2.82 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 2,798 | 249 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 21,019 | -5.49 | 1,903 | -3.94 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7,966 | 16.02 | 709 | 14.17 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 4,155 | 1.00 | 370 | -0.54 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 450 | 0.00 | 40 | 0.00 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 12,895 | -1.40 | 1,152 | -6.27 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3,877 | -38.71 | 345 | -39.69 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 14,282 | 9.14 | 1,272 | 9.10 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 21,928 | -14.68 | 1,953 | -16.12 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 291 | 0.00 | 26 | -3.85 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 109,117 | -0.85 | 9,718 | -2.47 | ||||
| 2025-04-21 | NP | TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares | 19,989 | -76.87 | 1,877 | -77.88 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 3,159 | 0.00 | 281 | -1.75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 140,428 | 4.39 | 12,507 | 2.68 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 446,208 | -3.44 | 39,739 | -5.01 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15,130 | 105.63 | 1,347 | 105.65 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1,666 | 1.71 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 5 | -28.57 | 0 | |||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 11,538 | -4.33 | 1,028 | -5.87 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 96,969 | -2.49 | 8,636 | -4.08 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4,444 | -6.13 | 396 | -7.71 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5,961 | 5.13 | 531 | 3.31 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 600 | 0.00 | 53 | -1.85 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 60,888 | 3.17 | 5,423 | 1.48 | ||||
| 2025-05-07 | 13F | Accretive Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 124,957 | 0.27 | 11,129 | -1.37 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 14,437 | -19.12 | 1,286 | -20.48 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 4,398 | 9.57 | 392 | 7.71 | ||||
| 2025-05-15 | 13F | Vident Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 13,963 | 21.33 | 1,244 | 19.40 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 43,442 | 0.69 | 3,869 | -0.97 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 137 | 12 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 732,489 | -1.32 | 65,235 | -2.94 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 18,889 | 379.66 | 1,682 | 372.47 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 210,565 | 3.93 | 18,753 | 2.23 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,054 | -12.93 | 361 | -14.25 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2,967 | -2.63 | 264 | -4.00 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 147,167 | 0.25 | 13,107 | -1.39 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 3,909 | -8.88 | 348 | -10.31 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 19,548 | -0.94 | 1,741 | -2.58 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 45,504 | -4.22 | 4,053 | -5.79 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2,986 | 0.47 | 266 | -1.49 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 3,255 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2,795 | -4.71 | 249 | -6.04 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 6,619 | -13.13 | 589 | -14.51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2,940 | -11.04 | 262 | -12.71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 832,470 | 5.17 | 74,140 | 3.45 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 2,207 | -2.39 | 197 | -3.92 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 66,235 | -0.85 | 5,899 | -2.48 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 15,587 | -97.48 | 1,388 | -97.52 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 313 | 123.57 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10,178,006 | -5.14 | 906,453 | -6.69 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5,770 | -37.02 | 514 | -37.13 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1,066 | 0.00 | 95 | -2.08 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 40,826 | 187.87 | 3,662 | 167.30 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3,624 | 2.14 | 323 | 0.62 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 5,414 | -64.93 | 482 | -65.50 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 9,262 | 0.31 | 825 | 0.49 | ||||
| 2025-05-13 | 13F | SevenBridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 199 | 0.00 | 18 | 5.88 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 9,222 | -2.98 | 821 | -4.53 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 8,390 | -6.69 | 754 | 5.16 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2,675 | 0.15 | 242 | 0.00 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 2,570 | 0.00 | 229 | -1.72 | ||||
| 2025-07-16 | 13F | American National Bank | 3,774 | -3.03 | 336 | -4.55 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 583 | -2.67 | 52 | -5.56 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 642 | -37.67 | 57 | -38.71 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 3,190 | 0.00 | 284 | -1.39 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6,561 | 57.04 | 584 | 54.50 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 439,840 | 1.84 | 39,172 | 0.17 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 323,666 | -2.76 | 28,826 | -4.35 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 3,680 | 0.55 | 328 | -1.21 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 89,444 | 1.94 | 7,966 | 0.28 | ||||
| 2025-04-30 | 13F | Values First Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 1,087 | -0.46 | 97 | -2.04 | ||||
| 2025-07-28 | 13F | Generali Asset Management SPA SGR | 960 | 0.00 | 85 | -1.16 | ||||
| 2025-07-24 | 13F | Conning Inc. | 40,350 | -1.45 | 3,594 | -3.08 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 55,284 | -23.20 | 4,924 | -24.46 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 5,140 | -0.66 | 458 | -2.35 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 4,699 | -0.25 | 419 | -1.88 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Define Financial, Llc | 183,906 | 3.29 | 16,379 | 10.00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 49,687 | 5.27 | 4,425 | 3.56 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 121,725 | 3.62 | 10,841 | 1.93 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1,618 | 7.01 | 146 | 8.21 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 604,725 | -29.99 | 53,857 | -31.13 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,510 | -34.69 | 134 | -34.63 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 16,087 | 3.83 | 1,433 | 2.14 | ||||
| 2025-05-09 | 13F | W.H. Cornerstone Investments Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8,037,129 | -7.36 | 715,787 | -8.88 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 273 | 10.53 | 24 | 9.09 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6,498 | 2.91 | 579 | 1.23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-10 | 13F | Polianta Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 45,273 | 0.84 | 4,032 | -0.79 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 15,988 | 1.21 | 1,424 | -0.49 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,569 | -2.67 | 763 | -4.27 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 20,580 | 175.47 | 1,833 | 171.01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63,796 | 0.24 | 5,682 | -1.41 | ||||
| 2025-08-11 | 13F | Fairfield University | 209,555 | 0.98 | 18,663 | -0.67 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 11,950 | 8.85 | 1,064 | 7.15 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 7,556 | 0.00 | 673 | -1.75 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 1,159 | 0.00 | 103 | -0.96 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 9,458 | -7.23 | 842 | -8.78 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 56,355 | -1.72 | 5,019 | -3.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 286,220 | 47.74 | 25,491 | 45.32 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 63,430 | 33.51 | 5,649 | 31.32 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 17,721 | -0.28 | 1,578 | -1.87 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4,109 | 6.40 | 0 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 3,978 | 23.27 | 355 | 26.43 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 4,718 | -8.17 | 420 | -9.68 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2,406 | -1.15 | 214 | -2.73 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 40,300 | 1.73 | 3,589 | 0.08 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 28,862 | 56.85 | 2,554 | 54.79 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 28,046 | -4.57 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 219,340 | 2.53 | 19,534 | 0.85 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 22,798 | 10.46 | 2,030 | 8.67 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 112,425 | 7.18 | 10,042 | 1.95 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 106 | 0.00 | 9 | 0.00 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 5,455 | -10.37 | 486 | -11.98 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 3,706 | 61.48 | 330 | 59.42 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 3,438 | -3.75 | 306 | -5.26 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 4,788 | 0.00 | 426 | -1.62 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5,596 | -42.22 | 498 | -43.15 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 156,775 | 100.74 | 13,962 | 97.45 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 15,284 | 0.61 | 1,361 | -1.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 277,300 | -1.63 | 24,696 | -3.24 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 357,800 | -24.88 | 31,866 | -26.11 | |||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3,178 | 0.00 | 283 | -1.39 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 13,865 | 1,235 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 34 | -77.03 | 3 | -76.92 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 9,627 | 1.86 | 857 | 0.23 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 5,013 | -1.26 | 446 | -2.83 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 25,838 | -4.64 | 2,301 | -6.20 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 200 | 18 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 16,225 | -9.23 | 1,445 | -10.75 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 10,887 | 28.95 | 970 | 26.83 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 96,038 | -6.46 | 8,638 | -4.42 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 9,931 | -9.50 | 884 | -10.98 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 592 | 53 | ||||||
| 2025-07-23 | 13F | First Merchants Corp | 17,041 | -16.62 | 1,518 | -18.00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 325,786 | -6.45 | 29,014 | -7.98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 249,157 | -14.22 | 22 | -15.38 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1,258 | 13.13 | 112 | 11.00 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 70,572 | 0.00 | 6,285 | -1.63 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 21,261 | 78.11 | 1,894 | 75.28 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 40,679 | 1.93 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 22,459 | -47.78 | 2,000 | -48.63 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 825,347 | 0.94 | 73,505 | -0.71 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5,833 | 0.00 | 519 | -1.70 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3,690 | 0.00 | 329 | -1.80 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 7,147 | -0.74 | 636 | -2.30 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 6,677 | -5.45 | 595 | -7.04 | ||||
| 2025-08-12 | 13F | Bank OZK | 10,106 | 0.35 | 900 | -1.21 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 43,087 | 243.49 | 3,837 | 238.06 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 20,665 | -1.63 | 1,840 | -3.26 | ||||
| 2025-08-14 | 13F | VPR Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 73,793 | -20.76 | 6,572 | -22.05 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 71,356 | -7.68 | 6,568 | -4.44 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 3,600 | -75.34 | 321 | -75.78 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 169,548 | 2.64 | 15,100 | 0.96 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 3,679 | 12.30 | 328 | 10.47 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 16,222 | -3.47 | 1,445 | -5.06 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 47,108 | 116.62 | 4,195 | 113.16 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 25,436 | 0.40 | 2,265 | -1.22 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7,905 | -2.91 | 704 | -4.48 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 67,360 | -12.57 | 6 | -16.67 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 70,441 | 2.80 | 6,274 | 1.13 | ||||
| 2025-08-13 | 13F | Standard Family Office LLC | 704 | 0.00 | 63 | -1.59 | ||||
| 2025-07-31 | 13F | City State Bank | 985 | 0.00 | 88 | -2.25 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 10,982 | 4.69 | 978 | 3.06 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 50,681 | 0.98 | 4,514 | -0.68 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 300 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,348 | 6.13 | 388 | 4.31 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 120,057 | -1.43 | 10,692 | -3.04 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 79,843 | -23.42 | 7,122 | -24.57 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 9,333 | -10.22 | 831 | -11.69 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4,663 | 12.28 | 415 | 15.60 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 24,339 | -23.16 | 2,168 | -24.42 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 7,026 | -6.79 | 626 | -8.36 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 53,963 | -4.68 | 4,806 | -6.24 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 60,519 | -27.69 | 5,390 | -28.88 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 19,368 | -15.53 | 1,725 | -16.92 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6,664 | -3.62 | 593 | -5.12 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 10,687 | -4.47 | 952 | -6.03 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 109,643 | -1.66 | 9,765 | -3.27 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 494,688 | -4.53 | 44,057 | -6.09 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 48,283 | -15.02 | 4,300 | -16.39 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 8,586 | 17.57 | 770 | 16.34 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 128,495 | 5.37 | 11,444 | 3.65 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 70,972 | 0.00 | 6,321 | -1.63 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 117 | 0.00 | 10 | 0.00 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 308,678 | 24.03 | 27,491 | 22.01 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 18,696 | -2.71 | 1,665 | -4.26 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 54,733 | -8.77 | 4,879 | -10.18 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,864 | -22.19 | 526 | -23.02 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 3,240 | -22.65 | 289 | -24.01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13,041 | 1.15 | 1,161 | -0.51 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 511 | 2.00 | 46 | 0.00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 12,453 | -8.35 | 1,109 | -9.84 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 27,125 | 4.54 | 2,416 | 2.81 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5,162 | -0.23 | 460 | -1.92 | ||||
| 2025-05-15 | 13F | Twin Tree Management, LP | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-14 | 13F | B&D White Capital Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 11,600 | -18.50 | 1,033 | -19.80 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 9,166 | 0.00 | 816 | -1.57 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 118,972 | 2.19 | 10,596 | 0.52 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 58,105 | 3.46 | 5,175 | 15.47 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 231 | -35.65 | 21 | -37.50 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 15,637 | 0.49 | 1,393 | -1.14 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 6,474 | -8.49 | 577 | -10.00 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 3,000 | 0.00 | 270 | 1.89 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 43,385 | -26.70 | 3,864 | -27.90 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 77,106 | 179.47 | 6,867 | 185.65 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 850 | 0.00 | 76 | -1.32 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 100,746 | 9.85 | 8,972 | 8.06 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 62,123 | -28.16 | 5,533 | -29.34 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2,917 | 1.28 | 260 | -0.38 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 16,759 | 0.00 | 1,493 | -1.65 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 90,244 | -3.35 | 8,037 | -4.92 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 26,684 | -4.11 | 2,377 | -5.68 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 405,312 | 35 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 461,305 | 7.14 | 41,084 | 5.39 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 2,897 | 13.25 | 258 | |||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 16,606 | 1,479 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 66,340 | 8.93 | 5,908 | 7.15 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 26,799 | 3.72 | 2,387 | 2.01 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 153,662 | 0.66 | 13,685 | -0.98 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 8,076 | -55.33 | 719 | -56.05 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3,082 | 3.63 | 274 | 1.86 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Financial Advisory Corp | 133,772 | 0.98 | 11,914 | -0.67 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 67,931 | -6.37 | 6,050 | -7.90 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 20,739 | 8.22 | 1,847 | 6.46 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 300 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 2,952 | -0.30 | 263 | -2.24 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 392,598 | -4.12 | 34,965 | -5.68 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 3,482 | 0.00 | 310 | -1.59 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9,842 | -20.60 | 877 | -21.93 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 17,297 | -67.37 | 1,540 | -67.91 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 78 | -39.06 | 7 | -45.45 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 41,549 | 3.55 | 3,700 | 1.87 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,676,143 | -3.77 | 1,217,997 | -5.34 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 43,756 | -0.71 | 3,897 | -2.33 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 202,768 | -1.53 | 18,059 | -3.14 | ||||
| 2025-05-15 | 13F | Finward Bancorp | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4,444 | -8.39 | 396 | -2.47 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 7,320 | 4.18 | 653 | 2.67 | ||||
| 2025-08-04 | 13F | Balentine LLC | 7,341 | -24.09 | 654 | -25.37 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 21,657 | -31.47 | 1,929 | -32.61 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 56 | 5 | ||||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 2,617 | 1.32 | 233 | 0.00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 7,999 | 1.20 | 712 | -0.42 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 4,239 | -11.36 | 378 | -12.73 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 9,759 | -2.59 | 869 | -4.08 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13,482 | 10.08 | 1,221 | 19.02 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 142,740 | -1.54 | 12,712 | -3.15 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 50,231 | -5.97 | 4,474 | -7.51 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 5,717,725 | 8,739.34 | 113 | -98.07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 101,868 | 0.72 | 9 | 0.00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12,987 | -1.05 | 1,157 | -2.69 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Mitsubishi UFJ Trust & Banking Corp | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,304 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 87,350 | -1.77 | 7,779 | -3.37 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 4,606 | 0.00 | 410 | -1.68 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 31,031 | 1.47 | 2,764 | -0.18 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 1,013 | -6.12 | 90 | -7.22 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 74,398 | -3.65 | 6,626 | -5.24 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 250,590 | 4.54 | 22,318 | 2.83 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 9,543 | 850 | ||||||
| 2025-08-12 | 13F | Burk Holdings LLC | 3,425 | -7.86 | 305 | -9.23 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 310 | -8.28 | 28 | -10.00 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 200 | 0.00 | 18 | -5.56 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 13,889 | -1.41 | 1,237 | -3.06 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4,702 | 0.00 | 419 | -1.65 | ||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 10,824 | -5.14 | 980 | -3.64 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 32,325 | 77.56 | 2,879 | 74.64 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 23,482 | -0.18 | 2,091 | -1.78 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 2,332 | -96.45 | 208 | -96.52 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 600 | 0.00 | 53 | -1.85 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 7,699 | 0.25 | 686 | -1.44 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 19,455 | 0.84 | 1,733 | -0.80 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 2,504 | 0.89 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 74,500 | -14.27 | 6,635 | -15.67 | |||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 195,424 | -27.17 | 17,405 | -28.36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 124,500 | -25.89 | 11,088 | -27.11 | |||
| 2025-08-14 | 13F | Landmark Investment Partners, L.p. | Put | 154,000 | 64.53 | 13,715 | 61.85 | |||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2,407 | 0.00 | 214 | -1.38 | ||||
| 2025-04-22 | NP | TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional | 2,099 | -74.94 | 197 | -76.03 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 208,246 | 3.24 | 18,546 | 1.56 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38,798 | -1.90 | 3,455 | -3.49 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 30,218 | -6.18 | 2,691 | -7.72 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 17,008 | -15.39 | 1,515 | -16.81 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 3,478 | -15.93 | 310 | -17.38 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 325,849 | 24.00 | 29,020 | 21.97 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 5,189 | 21.89 | 462 | 20.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 27,943 | -3.94 | 2,489 | -5.51 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2,518 | -26.07 | 224 | -27.27 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 16,462 | -2.44 | 1,466 | -3.99 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 102,412 | -12.77 | 9,121 | -14.21 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 9,882 | -13.96 | 880 | -15.38 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Arjuna Capital | 1 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6,634 | 0.41 | 591 | 0.34 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 12,507 | -2.30 | 1,114 | -3.97 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 19,626 | 10.68 | 1,748 | 8.85 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 3,324 | 0.94 | 296 | -0.67 | ||||
| 2025-04-22 | NP | GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional | 197 | -76.46 | 18 | -78.05 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 47,082 | 6.38 | 4,193 | 4.64 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 59 | 5 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5,179 | 10.14 | 461 | 8.47 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 12,010 | 0.07 | 1,070 | 7.97 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 1,434 | 0.00 | 128 | -1.55 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 28,859 | -27.69 | 2,570 | -28.87 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 13,270 | -28.82 | 1,182 | -28.86 | ||||
| 2025-07-09 | 13F | Exchange Bank | 4,300 | -12.01 | 383 | -13.57 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 8,819 | 8.34 | 785 | 6.66 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 21,467 | 25.69 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 12,883 | 19.18 | 1,147 | 17.28 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 2,543 | -99.14 | 226 | -99.16 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 54,276 | 0.79 | 4,834 | -0.86 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 4,116 | 0.49 | 367 | -1.08 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 5,195 | 0.80 | 463 | -0.86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 44,038 | 1.41 | 4,344 | 10.51 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 10,826 | -31.03 | 966 | -32.09 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 4,939 | -1.28 | 440 | -2.88 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 3,869 | 0.05 | 345 | -1.71 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 37,013 | -1.13 | 3,296 | -2.74 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 56,401 | 5,023 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 7,088 | -26.40 | 631 | -27.64 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 49,357 | 10.94 | 4,396 | 9.11 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 1,378,736 | 5.91 | 122,790 | 4.18 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 36,573 | -7.59 | 3,257 | -9.10 | ||||
| 2025-08-14 | 13F | Perbak Capital Partners LLP | 45,750 | 83.76 | 4,074 | 80.75 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 40,244 | -2.46 | 3,584 | -4.04 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12,956 | 1.06 | 1,154 | -0.60 | ||||
| 2025-05-28 | NP | GHTA - Goose Hollow Tactical Allocation ETF | 15,816 | 1,432 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,428 | -6.05 | 127 | -7.30 | ||||
| 2025-06-03 | 13F | Invst, LLC | 19,730 | -81.91 | 1,786 | -81.62 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 5,000 | -16.78 | 445 | -18.05 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 13,315 | 0.14 | 1,186 | -1.50 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 2,447 | -8.35 | 218 | -9.96 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 462 | -27.13 | 41 | -28.07 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 8,047 | -0.89 | 717 | -2.59 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 116,842 | -17.35 | 10,406 | -18.70 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 355 | -11.47 | 31 | -13.89 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 727 | 0.55 | 65 | -1.54 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4,930 | -20.29 | 439 | -21.47 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 8,155 | 34.93 | 726 | 32.72 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 10,710 | 28.60 | 954 | 26.39 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 2,626 | -4.79 | 238 | -3.27 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 12,632 | 6,216.00 | 1,125 | 6,150.00 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 119,533 | 1.76 | 10,646 | 0.09 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 6,501 | 0.46 | 579 | -1.20 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 3,260 | 0.00 | 290 | -1.69 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5,051,917 | 0.20 | 449,924 | -1.43 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 208,194 | 3.88 | 18,677 | 2.93 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 228,426 | -17.02 | 20,344 | -18.38 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9,670 | -1.77 | 861 | -3.37 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 289 | 80.62 | 26 | 78.57 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 478 | -35.92 | 43 | -37.31 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 55,271 | 22.14 | 4,922 | 20.14 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 200,677 | 92.18 | 17,872 | 89.04 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2,817 | 14.98 | 251 | 13.12 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 34,675 | 16.86 | 3,088 | 14.97 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 10,436 | 0.00 | 929 | -1.59 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 17,192 | -4.67 | 1,531 | -6.19 | ||||
| 2025-08-07 | 13F | Nwam Llc | 32,071 | 10.37 | 2,900 | 10.23 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 77 | 0.00 | 7 | -14.29 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1,500 | 0.00 | 134 | -1.48 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 387,069 | 1.50 | 34,472 | -0.16 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 7 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 69,597 | -6.34 | 6,198 | -7.88 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1,948 | 0.46 | 166 | 3.75 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,574 | -47.07 | 407 | -47.95 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 19,713 | -39.55 | 1,756 | -40.55 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 165,852 | -0.76 | 14,771 | -2.39 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 256 | 0.00 | 23 | -4.35 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 28,266 | 4.73 | 2,517 | 3.03 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 49,467 | 2.59 | 4,479 | 4.26 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 18 | 0.00 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 5,087 | -1.76 | 453 | -3.21 | ||||
| 2025-04-18 | 13F | Cushing Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 3,790 | -2.60 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 7,423 | -14.03 | 661 | -15.36 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 74,678 | 11.29 | 7 | 0.00 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 1,234,677 | 0.41 | 109,960 | -1.24 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 39,654 | 1.85 | 3,532 | 0.20 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 122,957 | -0.63 | 10,951 | -2.26 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 2,843 | 0.00 | 253 | -1.56 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 5,439 | 0.00 | 484 | -1.63 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 2,313 | 0.96 | 206 | -0.48 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3,054 | -13.85 | 272 | -15.31 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 8,723 | -1.64 | 777 | -3.24 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 57,716 | 5.48 | 5,140 | 3.75 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 47,240 | -4.61 | 4,207 | -6.16 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 5,379 | 0.47 | 479 | -1.03 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 315,178 | 0.59 | 28,070 | -1.05 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 153,331 | 1.50 | 13,654 | -0.15 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 26,790 | 2,386 |
