Mga Batayang Estadistika
| Pemilik Institusional | 672 total, 672 long only, 0 short only, 0 long/short - change of 2.12% MRQ |
| Alokasi Portofolio Rata-rata | 0.4009 % - change of 5.64% MRQ |
| Saham Institusional (Jangka Panjang) | 36,925,798 (ex 13D/G) - change of -24.17MM shares -39.57% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,184,565 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (US:VSS) memiliki 672 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 36,925,798 saham. Pemegang saham terbesar meliputi Empower Advisory Group, LLC, Natixis Advisors, L.p., Mason Investment Advisory Services, Inc., Bessemer Group Inc, 1832 Asset Management L.P., Charles Schwab Investment Management Inc, Assetmark, Inc, Morgan Stanley, Wit, Llc, and Jones Financial Companies Lllp .
Struktur kepemilikan institusional Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (ARCA:VSS) 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 140.87 / share. Previously, on September 6, 2024, the share price was 118.49 / share. This represents an increase of 18.89% 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 | BWM Planning, LLC | 5,135 | 0.00 | 690 | 16.36 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 8,761 | 1,177 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 82 | 51.85 | 11 | 83.33 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4,369 | 0.28 | 587 | 16.50 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10,406 | -19.30 | 1,398 | -6.17 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3,700 | 36.38 | 497 | 58.79 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 15,602 | 0.07 | 2,097 | 16.32 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3,252 | 3.01 | 437 | 20.05 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 2,500 | 0.00 | 336 | 15.92 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 96,180 | 0.19 | 12,926 | 16.47 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 345 | -78.12 | 46 | -74.73 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 1,909 | 0.37 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 131,196 | 15.48 | 17,632 | 34.25 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19,972 | 4.50 | 2,684 | 21.45 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3,199 | 430 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 23,341 | -32.78 | 3,137 | -21.85 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 40,181 | 44.95 | 5,400 | 68.51 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 2,150,047 | -5.48 | 289 | 9.92 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 81 | 0.00 | 11 | 11.11 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 11,173 | -21.48 | 1,502 | -8.70 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 107,252 | -36.12 | 14,414 | -25.74 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 3,765 | 6.15 | 506 | 16.36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 732 | 8.28 | 98 | 25.64 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20,885 | 0.52 | 2,807 | 16.87 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3,928 | -6.96 | 528 | 7.99 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 24,439 | 3.63 | 3,284 | 20.47 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,831 | 3.86 | 0 | |||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 50,629 | -5.41 | 6,804 | 9.97 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 32,826 | -3.67 | 4,411 | 11.98 | ||||
| 2025-04-17 | 13F | Sfm, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 8,984 | -9.87 | 1,207 | 4.77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16,739 | -3.53 | 2,249 | 12.17 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 171 | 0.59 | 23 | 15.79 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 283,628 | -20.07 | 38,117 | -7.07 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 4,307 | -72.44 | 579 | 57,700.00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1,672 | 225 | ||||||
| 2025-04-25 | 13F | Spinnaker Trust | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 50 | 0.00 | 7 | 20.00 | ||||
| 2025-07-31 | 13F | City State Bank | 1,381 | 0.00 | 186 | 16.35 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1,955 | -0.76 | 263 | 15.42 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 30,128 | -16.16 | 4,049 | -2.55 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 24,207 | -7.04 | 3,252 | 8.04 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 67,852 | 1.16 | 9,119 | 17.61 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,936 | 0.21 | 260 | 16.59 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 23,281 | 1.50 | 3,129 | 17.99 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 22 | 3 | ||||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 61,586 | -1.97 | 8,277 | 13.96 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 3,495 | 0.00 | 470 | 16.09 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 66,613 | 1.71 | 8,952 | 18.24 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 15 | 0.00 | 2 | 100.00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 232 | -52.85 | 31 | -44.64 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6,565 | -8.41 | 882 | 6.52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,684 | -13.09 | 495 | 1.02 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 71,048 | -1.86 | 10 | 12.50 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 7,529 | 0.00 | 1,012 | 16.21 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11,923 | 64.46 | 1,602 | 112.19 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 14,999 | 37.34 | 2,016 | 59.67 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 4,809 | 0.38 | 646 | 16.82 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 55,495 | 8.82 | 7,458 | 26.52 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,623 | 8.71 | 218 | 26.74 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,977 | 0.00 | 400 | 15.65 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 305 | 58.03 | 41 | 81.82 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 1,800 | 0.00 | 242 | 15.87 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 31,435 | 0.08 | 4,224 | 16.33 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 212 | 29 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 64,194 | -9.64 | 8,627 | 5.05 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 3,405 | -3.68 | 458 | 12.01 | ||||
| 2025-04-28 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 17,976 | -42.82 | 2,072 | -45.21 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2,779 | 6.56 | 376 | 24.92 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3,049 | -9.77 | 410 | 4.87 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 4,653 | -2.02 | 625 | 14.05 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 5,847 | 3.12 | 786 | 19.85 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 19,277 | 0.78 | 2,591 | 17.14 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 9,408 | -1.57 | 1,267 | 16.03 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,203 | 29.40 | 565 | 45.74 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 12,363 | -10.12 | 1,661 | 4.47 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 290,435 | 2.81 | 39,032 | 19.53 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 23,147 | -12.96 | 3,111 | 1.20 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2,697 | -18.27 | 362 | -4.99 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 13,800 | -4.98 | 1,855 | 10.49 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2,746 | -2.00 | 369 | 14.24 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1,844 | 0.11 | 0 | |||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 184,519 | 4.03 | 24,940 | 24.38 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3,395 | -43.23 | 456 | -34.01 | ||||
| 2025-05-14 | 13F | First Trust Advisors Lp | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 46,744 | 6,282 | ||||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 35 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 27,500 | -58.27 | 3,696 | -51.50 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1,980 | 0.00 | 266 | 16.67 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 3,316 | 0.00 | 446 | 16.19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WealthCollab, LLC | 247 | 0.00 | 33 | 17.86 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 289 | 0.00 | 39 | 15.15 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 99 | -6.60 | 13 | 8.33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 12,601 | 2.25 | 1,693 | 18.89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 35,372 | -11.70 | 4,754 | 2.61 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 400 | 0.00 | 54 | 15.22 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 469 | 63 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 255 | 65.58 | 125 | 635.29 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 115 | -23.33 | 15 | -11.76 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3,325 | -7.43 | 447 | 7.47 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 18,704 | -5.29 | 2,514 | 10.12 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 42,646 | -25.45 | 5,731 | -13.32 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 72 | 0.00 | 10 | 12.50 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 94 | 13 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3,524 | 19.09 | 470 | 37.43 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5,495 | -32.63 | 738 | -21.66 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 6,022 | 2.31 | 809 | 18.97 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 438 | 0.00 | 59 | 16.00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 19,204 | 4.15 | 2,581 | 21.07 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2,069 | 0.63 | 278 | 17.30 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1,524,685 | 32.95 | 204,902 | 54.56 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 311,509 | -8.51 | 41,864 | 6.36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 77,138 | -76.80 | 10,367 | -73.03 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 1,146 | -37.65 | 154 | -27.36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9,407 | -29.53 | 1,264 | -18.08 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 456 | 1,588.89 | 61 | 1,933.33 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8,457 | -0.07 | 1,137 | 16.16 | ||||
| 2025-07-22 | NP | DIEFX - Destinations International Equity Fund Class I | 26,389 | 82.13 | 3,370 | 101.86 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 0 | 0 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3,622 | 12,389.66 | 487 | 16,100.00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3,194 | -20.76 | 429 | -7.74 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 29 | -86.26 | 4 | -87.50 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 13,003 | -3.92 | 1,747 | 11.70 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 7,741 | -10.76 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3,381 | 9.95 | 454 | 27.89 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 1,531 | 209 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 25 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 119 | 19.00 | 16 | 36.36 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 2,483 | 0.00 | 334 | 16.03 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 179,522 | 1.24 | 24 | 20.00 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 5,212 | 0.00 | 700 | 16.28 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 33,427 | -10.81 | 4,492 | 3.69 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 4,564 | -20.15 | 613 | -7.12 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 23,502 | 4.75 | 3,158 | 21.79 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 1,620 | 0.00 | 218 | 16.04 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 10,456 | -0.11 | 1 | 0.00 | ||||
| 2025-04-28 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 35,571 | -32.72 | 4,100 | -35.53 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,804 | -7.30 | 242 | 7.56 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Lam Group, Inc. | 35,479 | -0.00 | 4,768 | 16.24 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 100 | 9,900.00 | 13 | 18.18 | ||||
| 2025-08-04 | 13F | Balentine LLC | 18 | 0.00 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 4,856 | 0.00 | 653 | 16.22 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 65 | -79.30 | 9 | -77.78 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3,182 | 428 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 1,722 | -15.75 | 231 | -2.12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 199 | 4.19 | 27 | 18.18 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 16,791 | -0.33 | 2,257 | 15.87 | ||||
| 2025-04-16 | 13F | Marshall Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Matrix Trust Co | 9,134 | 1 | ||||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 126,550 | 5,285.11 | 17 | |||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 51,189 | -39.55 | 6,879 | -29.72 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 433 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 63,380 | -0.91 | 8,518 | 15.20 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 2,500 | 0.00 | 336 | 15.92 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 324 | 9.83 | 44 | 22.86 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 24 | 50.00 | 3 | 200.00 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 27,612 | -1.70 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 2,644 | 0.00 | 355 | 16.39 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 14,129 | -28.18 | 1,899 | -16.53 | ||||
| 2025-07-23 | 13F | Matisse Capital | 2,337 | 0.00 | 314 | 16.30 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 3,603 | -15.99 | 484 | -2.22 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 142,206 | -4.67 | 19,111 | 10.83 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 67 | 9 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 14,081 | -0.71 | 1,892 | 15.44 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 5,541 | -40.55 | 745 | -30.92 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 68,458 | -55.02 | 9,200 | -47.70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39,349 | -17.32 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 42,511 | -4.65 | 5,713 | 10.85 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 32,634 | 8.37 | 4,386 | 25.97 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 97 | 977.78 | 13 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3,523 | 66.89 | 473 | 94.65 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 15,198 | -1.05 | 2,042 | 15.04 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,444 | 0.07 | 194 | 16.87 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 132,000 | 17,739 | ||||||
| 2025-08-14 | 13F | Obsido Oy | 33,307 | 2.07 | 4,476 | 18.66 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 448 | -1.10 | 60 | 15.38 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 17 | 0.00 | 2 | 100.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 3,806 | 511 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7,828 | -0.77 | 1,052 | 15.37 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 4,741 | 0.57 | 637 | 17.10 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 5,137 | 0.10 | 690 | 16.36 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7,247 | -8.69 | 974 | 6.10 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 45,053 | 22.68 | 6,055 | 40.32 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 2,138 | 0.47 | 287 | 16.67 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 32,362 | -1.85 | 4,349 | 14.12 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,145 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 202 | -3.35 | 27 | 12.50 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 23,535 | -3.04 | 3,163 | 12.73 | ||||
| 2025-08-28 | NP | CIISX - Causeway International Small Cap Fund Institutional Class | 4,135 | -85.50 | 556 | -83.16 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 11,881 | -25.44 | 1,597 | -13.31 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2,770 | 0.00 | 372 | 16.25 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5,360 | 34.81 | 684 | 48.37 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 7,401 | 18.93 | 995 | 38.25 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1,505 | 202 | ||||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 2,509 | 0.28 | 337 | 16.61 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,986 | -1.64 | 670 | 14.33 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 34 | 0.00 | 5 | 33.33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 529,987 | 107.89 | 71,222 | 141.66 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5,727 | -4.10 | 769 | 11.45 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1,829 | -34.49 | 209 | -35.09 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 9,750 | 0.96 | 1,310 | 17.38 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 220 | 30.95 | 30 | 52.63 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 8,402 | 0.71 | 565 | 11.46 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 1,538 | 207 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1,574 | 212 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7,533 | -2.75 | 1,012 | 13.07 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 8,682 | 120.97 | 1,167 | 156.83 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 16,828 | -1.24 | 2,262 | 14.83 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 59 | 1.72 | 8 | 16.67 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 178 | -40.47 | 24 | -32.35 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11,687 | 1,571 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 1,386 | 0.58 | 186 | 16.98 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 140 | 0.00 | 19 | 12.50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 249 | 0.81 | 33 | 17.86 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 4,648 | 0.56 | 625 | 16.85 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 515 | 0.00 | 69 | 16.95 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6,244 | -16.22 | 839 | -2.56 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 10,665 | -7.77 | 1,433 | 7.26 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4,370 | 5.63 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 87,943 | -4.08 | 11,819 | 11.50 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 18,421 | -3.13 | 2,476 | 12.60 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1,742 | 234 | ||||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 221,970 | -26.31 | 29,831 | -14.34 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 7,732 | 0.00 | 894 | 0.90 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 26 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,777 | 0.00 | 239 | 16.10 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1,093 | 4.89 | 147 | 21.67 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 46 | 0.00 | 6 | 20.00 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 16,184 | -11.50 | 2,175 | 2.84 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 24,468 | -4.91 | 3,288 | 10.52 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 5,284 | 0.00 | 710 | 16.39 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 6,736 | 1.58 | 905 | 18.15 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 32,368 | 1.14 | 4,350 | 17.60 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 8,631 | -22.50 | 1,160 | -9.95 | ||||
| 2025-06-18 | NP | RWSIX - Redwood Systematic Macro Trend ("SMarT") Fund Class I | 164,883 | 374.63 | 19,855 | 396.62 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | McIlrath & Eck, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 42,270 | -7.66 | 5,681 | 7.35 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2,577 | -13.14 | 346 | 1.17 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 1,821 | 245 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 23,591 | -14.20 | 3,170 | -0.25 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 6,433 | -23.12 | 865 | -10.65 | ||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 8,061 | -5.77 | 1,083 | 9.62 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 12,658 | -0.42 | 1,701 | 15.79 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 3,611 | 0.00 | 485 | 16.31 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2,724 | -5.68 | 366 | 9.91 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 27,580 | -0.48 | 3,706 | 15.70 | ||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 95,451 | -7.27 | 12,828 | 7.81 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 111,774 | -0.68 | 15,021 | 15.47 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 1,626 | 219 | ||||||
| 2025-08-11 | 13F | Summit Rock Advisors, LP | 2,645 | 355 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 224 | -10.40 | 30 | 7.14 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 25,733 | -0.55 | 3,458 | 15.61 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 10,057 | -21.40 | 1,352 | -8.65 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4,145 | 111.80 | 557 | 146.46 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5,608 | -41.12 | 754 | -31.61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,413 | -22.66 | 190 | -10.43 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 66,585 | -6.12 | 8,948 | 9.15 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,914,154 | -33.43 | 257 | -22.59 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 1,519 | 204 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 2,030 | -29.59 | 273 | -18.32 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 12,797 | -5.63 | 1,720 | 9.70 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 20,239 | -3.41 | 2,720 | 12.26 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10,922 | 0.97 | 1,468 | 17.36 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 79,150 | -20.46 | 10,637 | -7.54 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 3,931 | 84.90 | 1 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 210 | 28 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,827 | -5.42 | 783 | 9.97 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 2,663 | -7.31 | 358 | 7.53 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 1,701 | 229 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 144 | 0.00 | 19 | 18.75 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 131 | 0.00 | 18 | 13.33 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 77,043 | -3.11 | 10,354 | 12.63 | ||||
| 2025-04-28 | 13F | Resonant Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 51,241 | 150.37 | 6,886 | 191.16 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 22,936 | 48.79 | 3,164 | 70.66 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 13,453 | -0.11 | 1,808 | 16.13 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,745 | 20.71 | 638 | 40.31 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 2,982 | 0.00 | 345 | 0.88 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 39,205 | -8.28 | 5 | 25.00 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 107,052 | 0.67 | 14,387 | 17.03 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 152 | 0.00 | 20 | 17.65 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2,527 | 0.00 | 340 | 16.10 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 27 | 0.00 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 200 | -96.65 | 27 | -94.44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 32,953 | -33.32 | 4,429 | -22.49 | ||||
| 2025-08-14 | 13F | Fmr Llc | 39,466 | -85.58 | 5,304 | -83.24 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2,032 | 273 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 2,556 | -5.33 | 344 | 9.94 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 27,869 | 0.00 | 3,745 | 16.27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7,660 | 15.61 | 885 | 16.75 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 25,037 | -18.05 | 3,365 | -4.73 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 2,100 | 0.00 | 282 | 16.53 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9,676 | 6.02 | 1,299 | 23.13 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 39,099 | 7.69 | 5,255 | 25.18 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2,474 | 13.59 | 333 | 32.27 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 47,282 | -44.06 | 6,354 | -34.33 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 5,685 | -74.02 | 764 | -69.83 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 5,899 | 793 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 449,853 | -45.02 | 60,456 | -36.09 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3,198 | 36.03 | 427 | 48.26 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,114 | -37.08 | 284 | -26.04 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 24,490 | -3.54 | 3,291 | 12.13 | ||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 9,574 | -41.09 | 1,287 | -31.52 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 32 | 0.00 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 63 | 8 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 7,951 | -1.12 | 1,069 | 14.96 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 7,965 | 3,785.37 | 1,070 | 4,552.17 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 150 | 0.00 | 20 | 17.65 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 25,764 | 3,462 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9,115 | 2.07 | 1,225 | 17.69 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 895 | -5.69 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,489 | -82.80 | 335 | -80.02 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 71 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Trust Co of the South | 4,270 | 0.00 | 574 | 16.23 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 98 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5,043 | 1 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 8,114 | 0.00 | 1,090 | 16.33 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 25,839 | -0.93 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 214,963 | -1.70 | 28,889 | 14.27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 611,282 | 7.53 | 81,607 | 23.40 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 23,212 | 285.58 | 3,120 | 348.78 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 16,124 | -21.36 | 2,167 | -8.61 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2,774 | -0.96 | 373 | 15.17 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14,648 | 0.21 | 1,969 | 16.52 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 3,748 | 0.00 | 504 | 16.17 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) | 32,535 | 45.04 | 4,372 | 68.61 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 196,264 | -9.97 | 26,197 | 8.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 344,515 | -13.70 | 46,299 | 0.33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 226,578 | -8.13 | 30,450 | 6.80 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 72,725 | 19.77 | 9,773 | 39.24 | ||||
| 2025-04-28 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 55,442 | -43.78 | 6,390 | -46.13 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 160,000 | 6.67 | 21,502 | 24.00 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 2,094 | 10.38 | 281 | 28.31 | ||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 14,471 | -54.69 | 1,945 | -47.35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 40,638 | -2.37 | 5,461 | 13.49 | ||||
| 2025-04-28 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 32,320 | -31.38 | 3,725 | -34.25 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 6,838 | 0.00 | 919 | 16.20 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 37,505 | 0.27 | 5,040 | 16.56 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4,161 | 9.88 | 559 | 27.92 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,896 | 255 | ||||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 13,287 | 1.79 | 1,786 | 18.37 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2,097 | 0.00 | 282 | 16.12 | ||||
| 2025-05-08 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5,458 | -1.44 | 734 | 14.53 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,980 | 11.36 | 397 | 27.65 | ||||
| 2025-08-14 | 13F | State Street Corp | 392,033 | -7.98 | 52,685 | 6.98 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 3,752 | 0.56 | 516 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 117,911 | 4.64 | 15,846 | 21.66 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 220 | 0.00 | 30 | 16.00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 24,641 | 11.21 | 3,312 | 29.29 | ||||
| 2025-08-14 | 13F | Wit, Llc | 658,548 | 36.04 | 88,502 | 58.15 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 9,801 | 0.79 | 1,317 | 17.17 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 1,534 | 207 | ||||||
| 2025-07-31 | 13F | Peterson Wealth Services | 35 | 0.00 | 5 | 0.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,881 | 253 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 4,139 | 0.00 | 556 | 16.32 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 13,660 | -19.79 | 1,836 | -6.76 | ||||
| 2025-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,552 | 396.50 | 343 | 481.36 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16,586 | 3.77 | 2,229 | 20.68 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 52,470 | 2.15 | 7,051 | 18.76 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 56,911 | 71.41 | 7,648 | 99.27 | ||||
| 2025-04-28 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 2,483 | -32.23 | 286 | -35.00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5,571 | -3.77 | 749 | 11.81 | ||||
| 2025-04-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 2,949 | 396 | ||||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 78,542 | -3.00 | 10,555 | 12.77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 13,902 | 1.04 | 1,868 | 17.48 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 58,229 | 58.78 | 7,825 | 84.60 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2,513 | -30.94 | 338 | -19.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 185,475 | -29.97 | 24,926 | -18.59 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 6,671 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 39,834 | 11.51 | 5,353 | 29.64 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 310 | 96.20 | 42 | 127.78 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1,532 | 206 | ||||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 2,063 | -94.23 | 277 | -93.30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 334,809 | 0.99 | 44,995 | 17.40 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 15,721 | -12.53 | 2,113 | 1.69 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 1,870 | -29.59 | 251 | -18.24 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,166 | 29.55 | 291 | 50.78 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 9,643 | 11.22 | 1,296 | 29.24 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12,235 | 10.05 | 1,644 | 27.94 | ||||
| 2025-04-28 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 9,523 | -48.23 | 1,098 | -50.41 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 139,518 | -11.63 | 18,750 | 2.73 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 855 | 0.59 | 115 | 16.33 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 483 | 0.62 | 65 | 16.36 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 48,000 | -44.71 | 6 | -40.00 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2,729 | -3.84 | 366 | 11.59 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 88 | 193.33 | ||||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 13,933 | 0.00 | 1,872 | 16.27 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8,025 | 13.32 | 1,078 | 31.78 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18,910 | -52.39 | 3 | -50.00 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2,416 | 325 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3,941 | -0.73 | 530 | 15.50 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 11,213 | -8.54 | 1,507 | 6.28 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 46,083 | 0.20 | 6,193 | 16.50 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 31,810 | 46.20 | 4,275 | 69.94 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 10,213 | 17.54 | 1,373 | 36.65 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 12,090 | -10.46 | 1,625 | 4.10 | ||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 51,285 | -21.62 | 6,892 | -8.88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2,177 | -2.77 | 293 | 13.18 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 238 | 0.00 | 32 | 14.81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,484 | -0.47 | 199 | 15.70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 130,272 | 2.97 | 17,507 | 19.71 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 31,408 | 13.88 | 4,228 | 32.62 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2,060 | -30.50 | 277 | -19.30 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 64,995 | -13.96 | 8,735 | 0.02 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 56,782 | 4.93 | 7,834 | 20.30 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 1,936,168 | 0.05 | 260,202 | 16.32 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 113 | 0.00 | 15 | 15.38 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3,011 | -38.81 | 405 | -28.87 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 221 | 0.00 | 30 | 16.00 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 78,240 | 1.32 | 10,515 | 17.80 | ||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 14,633 | -23.13 | 1,967 | -10.64 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 5,608 | -11.29 | 754 | 3.15 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 4,633 | 0.00 | 623 | 16.26 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 84,295 | -6.26 | 11,328 | 8.98 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,154 | 524.35 | 1,902 | 625.95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7,063 | 2.78 | 949 | 18.63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 18,652 | -15.42 | 2,507 | -1.69 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 15,762 | 0.04 | 2,118 | 16.31 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1,989 | -50.68 | 267 | -42.70 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 527 | -5.56 | 71 | 9.38 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,393,305 | -8.08 | 187,246 | 6.86 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 1,976 | 7.45 | 266 | 25.00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,706 | 498 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 48,250 | -42.67 | 5,561 | -45.07 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7,556 | 2.23 | 1,015 | 18.85 | ||||
| 2025-07-16 | 13F | Flower City Capital | 40,381 | 0.97 | 5,427 | 17.37 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,008 | 5.79 | 673 | 23.03 | ||||
| 2025-08-07 | 13F | Accent Capital Management, LLC | 200 | 0.00 | 27 | 13.04 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11,803 | -35.86 | 2 | -50.00 | ||||
| 2025-04-28 | NP | JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 | 30,784 | -43.19 | 3,548 | -45.56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,111 | -10.21 | 1,090 | 4.41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 397,867 | -10.23 | 53 | 3.92 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 30,873 | 0.00 | 4,149 | 16.25 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,811 | -37.19 | 647 | -27.01 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 342,288 | -5.48 | 46,000 | 9.88 | ||||
| 2025-05-28 | NP | PACIFIC SELECT FUND - International Small-Cap Portfolio Class I | 30,000 | -78.90 | 3,468 | -78.70 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,847 | 786 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 25 Llc | 200,607 | -0.25 | 26,960 | 15.97 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 60 | 20.00 | 8 | 60.00 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 16,525 | -0.61 | 1,910 | -0.57 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 2,984 | -4.14 | 401 | 11.70 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 369 | 0.27 | 50 | 16.67 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 19 | 0.00 | 3 | 0.00 | ||||
| 2025-05-15 | 13F | Marquette Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1,209 | 0.00 | 163 | 16.55 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 537,240 | -4.11 | 72,200 | 11.48 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 42 | 6 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 4,851 | -2.69 | 652 | 13.02 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 7,985 | -5.46 | 1,073 | 9.94 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 907 | 0.00 | 122 | 16.35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3,814 | -17.80 | 513 | -4.48 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 346 | 0.00 | 46 | 17.95 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 30,578 | -1.51 | 4,109 | 14.52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2,678 | 360 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2,485 | 39.22 | 334 | 61.65 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,415 | -39.04 | 593 | -29.15 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 4,360 | -1.40 | 586 | 14.48 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4,903,027 | 1.01 | 658,918 | 17.43 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 1,776 | 0.00 | 239 | 16.10 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 426 | 3,772.73 | 57 | 5,600.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9,593 | -0.61 | 1,289 | 15.61 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 1,704 | -6.48 | 229 | 9.05 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4,478 | 0.00 | 602 | 16.25 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3,616 | 0.44 | 486 | 16.59 | ||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 5,832 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 20,867 | -4.14 | 2,804 | 11.45 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 3,688 | 496 | ||||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 9,003 | -2.93 | 1,210 | 12.78 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 6,307 | 0.00 | 848 | 16.19 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 28 | 0.00 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5,187 | 697 | ||||||
| 2025-04-28 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 1,849 | -35.37 | 213 | -38.08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24,115 | -2.13 | 3,258 | 14.40 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 4,704 | -2.87 | 632 | 13.06 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 10,334 | 0.00 | 1,389 | 16.25 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3,374 | 453 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 11,534 | -85.89 | 1,550 | -83.60 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,694 | -81.33 | 2,244 | -78.30 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 30,000 | 58.73 | 4,032 | 84.57 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1,174 | -1.59 | 158 | 14.60 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 2,067 | -2.04 | 278 | 26.48 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 11,931 | -7.70 | 1,603 | 7.30 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5,419 | 0.07 | 728 | 17.61 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8,858 | -7.78 | 1,190 | 7.21 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3,851 | 3.05 | 1 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2,411 | -13.80 | 324 | 0.00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 78 | 0.00 | 10 | 25.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 113 | 0.00 | 15 | 15.38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 187,129 | -0.36 | 25,148 | 15.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 7,293 | -6.62 | 980 | 8.65 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,097 | 64.47 | 551 | 91.64 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 41,102 | -3.66 | 5,524 | 12.01 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 208,922 | 3.77 | 28,077 | 20.64 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 3,463 | -2.06 | 465 | 13.97 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 50,288 | -3.71 | 6,758 | 11.94 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 9,668 | -4.22 | 1,299 | 11.41 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | -88.64 | 1 | -100.00 | ||||
| 2025-05-14 | 13F/A | Waddell & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 125 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 801,554 | -1.74 | 107,721 | 14.23 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 5,140 | 0.00 | 1 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,731 | 407.62 | 233 | 494.87 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3,041 | -1.62 | 409 | 14.29 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 370 | 0.27 | 50 | 16.67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 88,153 | -2.94 | 11,847 | 12.84 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 85,519 | 0.00 | 11,493 | 16.26 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 40 | 0.00 | 5 | 25.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10,251 | -28.66 | 1,378 | -17.10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,109 | -8.04 | 149 | 7.19 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9,359 | 7.95 | 1,258 | 25.45 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2,616 | 0.04 | 352 | 16.23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 476,026 | -40.13 | 63,971 | -30.40 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 3,628 | -5.10 | 488 | 10.43 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 23,588 | 0.05 | 3,170 | 16.29 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 12,425 | 0.49 | 1,670 | 16.79 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 324,756 | 7.30 | 43,054 | 20.32 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13,052 | -7.47 | 1,754 | 7.61 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 17,463 | -70.63 | 2,347 | -65.87 | ||||
| 2025-05-02 | 13F | Carson Advisory Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,521 | 473 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14,388 | 184.40 | 1,934 | 230.99 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 205,378 | -8.82 | 27,601 | 6.00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 35,640 | -0.04 | 4,790 | 16.21 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 19 | 58.33 | 3 | 100.00 | ||||
| 2025-08-19 | 13F | Cim, Llc | 2,446 | 21.75 | 329 | 41.38 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 344 | 46 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13,848 | 0.98 | 1,861 | 17.41 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 73,216 | -11.03 | 9,839 | 8.14 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 16,224 | -4.56 | 2,180 | 10.94 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1,566 | 210 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 1,952 | 0.46 | 262 | 10.08 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4,005 | -12.36 | 463 | -11.66 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 4,613 | 620 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 5,343 | -1.57 | 718 | 14.51 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 60 | 8 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 2,787 | 0 | ||||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 4,734 | -1.68 | 636 | 14.39 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,333 | 0.15 | 179 | 16.99 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 3,512 | -3.54 | 472 | 12.38 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,636 | 16.71 | 757 | 35.66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 273,610 | -36.72 | 36,770 | -26.43 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 21,215 | -8.19 | 2,851 | 6.70 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 164,883 | 374.63 | 22 | 450.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,325 | 716 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 44 | 0.00 | 0 | |||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 10,222 | -5.77 | 1,377 | 21.86 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,360 | -12.82 | 183 | 1.11 | ||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 22 | 0.00 | 3 | 0.00 | ||||
| 2025-04-28 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 6,157 | -41.15 | 710 | -43.64 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 2,441 | 0.00 | 328 | 16.31 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 1,801 | 0.00 | 242 | 16.35 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 162 | 0.00 | 22 | 16.67 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 10,455 | 68.49 | 1,405 | 95.96 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 296 | 69.14 | 40 | 95.00 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 354 | -86.23 | 48 | -84.18 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 265 | 0.00 | 36 | 16.67 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 2,289 | -6.88 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 64,267 | -0.11 | 8,637 | 16.12 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,735 | -1.03 | 233 | 15.35 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 11,001 | 14.24 | 1,478 | 32.79 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 4,892 | -3.09 | 657 | 12.69 | ||||
| 2025-04-28 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 50,203 | -44.63 | 5,786 | -46.95 | ||||
| 2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 228 | 0.00 | 31 | 15.38 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2,068 | 280 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2,500 | 8.84 | 336 | 26.42 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 26,711 | -0.09 | 3,590 | 16.15 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 200 | 0.00 | 27 | 18.18 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 85,878 | 0.19 | 11,541 | 16.48 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 166,378 | 207.34 | 20,361 | 224.98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 166,802 | -3.62 | 22,416 | 12.05 | ||||
| 2025-07-25 | NP | USIFX - International Fund Shares | 20,211 | 1,749.13 | 2,581 | 1,964.00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 97 | 36.62 | 13 | 62.50 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 117,983 | -2.59 | 15,856 | 13.24 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 478 | -64.72 | 55 | -65.41 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1,484 | -38.40 | 200 | -28.42 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3,152 | -4.86 | 424 | 10.73 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,239 | -14.67 | 570 | -0.87 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 15,584 | -3.36 | 2,094 | 12.34 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2,193 | 295 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 171 | -87.44 | 23 | -85.99 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3,843 | 0.65 | 1 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 11,731 | 3.27 | 1,577 | 20.03 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12,799 | 3,359.19 | 1,720 | 3,995.24 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 234,875 | -7.32 | 31,564 | 7.75 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 28,491 | -6.67 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 1,810 | 0.00 | 243 | 16.27 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 26 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 331 | 5.75 | 45 | 25.71 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 16 | 2 | ||||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 70,840 | 3.16 | 9,520 | 19.93 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 12 | -25.00 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 2,926 | -14.02 | 393 | 0.00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1,578 | -10.24 | 212 | 4.43 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 90,324 | -2.46 | 12,133 | 13.38 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 11,634 | -0.21 | 1,563 | 16.04 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 18,657 | 2.03 | 2,507 | 18.65 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 308,268 | -5.77 | 41,428 | 9.68 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,985 | 3.52 | 1,602 | 19.73 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 83,229 | -2.47 | 11,185 | 13.38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,357 | 182 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197,055 | -16.26 | 26,482 | -2.65 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 39,065 | 2.24 | 5,250 | 18.86 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 26,172 | -1.67 | 3,517 | 14.34 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 185 | -19.91 | 25 | -7.69 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 16,199 | -25.31 | 2,177 | -13.16 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 81 | 0.00 | 11 | 11.11 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 11,920 | -3.49 | 1,602 | 12.19 | ||||
| 2025-04-28 | NP | JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 | 39,739 | -43.36 | 4,580 | -45.73 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 75,695 | 6.98 | 10,173 | 24.37 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 17,003 | -23.59 | 2,267 | -12.54 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5,020 | -1.45 | 675 | 14.63 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 3,249 | 0.06 | 437 | 16.27 | ||||
| 2025-08-11 | 13F | Renaissance Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 6,362 | -1.12 | 855 | 14.48 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 4 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 71,313 | 1.29 | 9,584 | 17.76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,670 | -13.83 | 224 | 0.00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 33 | 0.00 | 4 | 33.33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,849 | -15.66 | 0 | |||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 26 | -87.85 | 3 | -87.50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 749,212 | -6.64 | 100,687 | 8.53 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 493 | 0.00 | 66 | 17.86 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 600 | 0.00 | 81 | 15.94 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 10,661 | -8.20 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 28,812 | 0.00 | 3,872 | 16.28 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 19,657 | 14.50 | 2,642 | 33.11 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 24,579 | -8.19 | 3,303 | 6.76 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 5,080 | -22.88 | 683 | -10.38 | ||||
| 2025-04-15 | 13F | Ironwood Financial, llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 57 | -35.96 | 7 | -40.00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 110 | 0.00 | 15 | 16.67 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4,731 | 6.79 | 1 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,322 | 527.29 | 581 | 634.18 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 60 | 0.00 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 1,891 | 0.27 | 254 | 18.14 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 511 | 5,577.78 | 69 | 6,700.00 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 23,214 | 0.00 | 3,120 | 16.25 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 4,446 | -1.79 | 1 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 2,917 | 5.88 | 392 | 23.27 | ||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 3,624 | -6.11 | 487 | 9.19 | ||||
| 2025-07-25 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 2,337 | 0.00 | 314 | 16.30 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 178 | -47.18 | 24 | -39.47 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 3,712 | 1.70 | 499 | 18.29 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 30,409 | 9.83 | 4,087 | 27.69 | ||||
| 2025-03-31 | NP | FISMX - Fidelity International Small Cap Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 400,000 | 46,044 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2,634 | 361 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8,602 | -78.99 | 1,098 | -76.80 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 5,323 | -1.63 | 715 | 14.40 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 1,593 | -39.43 | 214 | -29.61 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2025-05-19 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 294,135 | 1.65 | 34,002 | 2.65 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,932 | 25.02 | 797 | 45.44 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 253,342 | -3.12 | 34 | 13.33 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 19 | 0.00 | 3 | 0.00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 2,409 | -48.51 | 324 | -40.19 | ||||
| 2025-08-08 | 13F | Creative Planning | 610,566 | 7.00 | 82,054 | 24.39 | ||||
| 2025-04-28 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 28,804 | -46.30 | 3,320 | -48.54 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,460 | 0.35 | 478 | 13.54 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4,210 | 566 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4,716 | 67.00 | 633 | 94.17 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 54,549 | -42.52 | 6,287 | -44.92 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Connors Investor Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 15 | 0.00 | 2 | 100.00 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 1,741 | -0.97 | 234 | 15.27 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 3,249 | -6.40 | 437 | 8.73 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 391 | 0.00 | 45 | 2.27 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 2,281 | -25.89 | 307 | -13.80 | ||||
| 2025-04-09 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,326 | -1.48 | 313 | 14.71 | ||||
| 2025-05-07 | 13F | Trilogy Capital Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 581,325 | 4.29 | 78,124 | 21.25 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 3,389 | 455 | ||||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 117,026 | 0.62 | 15,727 | 16.97 | ||||
| 2025-08-07 | 13F | Commerce Bank | 47,447 | -2.05 | 6,376 | 13.88 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 24 | 50.00 | 3 | 200.00 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 55,392 | 79.06 | 7,444 | 108.17 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1,584 | 213 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 65,664 | 24.95 | 8,825 | 45.27 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6,291 | -40.12 | 845 | -30.40 |
Other Listings
| MX:VSS |
