Mga Batayang Estadistika
| Pemilik Institusional | 2547 total, 2541 long only, 2 short only, 4 long/short - change of 2.16% MRQ |
| Alokasi Portofolio Rata-rata | 1.5521 % - change of 3.18% MRQ |
| Saham Institusional (Jangka Panjang) | 270,178,891 (ex 13D/G) - change of 13.98MM shares 5.46% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 110,676,976 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Index Funds - Vanguard Growth ETF (US:VUG) memiliki 2547 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 270,178,891 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Jones Financial Companies Lllp, Morgan Stanley, Laurel Wealth Advisors LLC, Envestnet Asset Management Inc, Financial Engines Advisors L.L.C., UBS Group AG, LPL Financial LLC, Wells Fargo & Company/mn, and Ameriprise Financial Inc .
Struktur kepemilikan institusional Vanguard Index Funds - Vanguard Growth ETF (ARCA:VUG) 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 462.60 / share. Previously, on September 6, 2024, the share price was 356.23 / share. This represents an increase of 29.86% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7,098 | 0.70 | 3,112 | 19.01 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 547 | 0.00 | 240 | 18.32 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 548 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 10,571 | 1.46 | 4,635 | 19.99 | ||||
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 8,500 | 0.00 | 3,726 | 18.25 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,155 | -92.54 | 2,259 | 23.86 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 392 | 0.00 | 172 | 17.93 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2,554 | 0.31 | 1,120 | 18.54 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 24,584 | 47.47 | 10,778 | 74.36 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 123,787 | 1.67 | 54,307 | 35.37 | ||||
| 2025-05-09 | 13F | Youngs Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 1,359 | 12.87 | 596 | 33.41 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1,608 | -10.32 | 705 | 6.02 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 35,322 | 1.35 | 15,494 | 19.89 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 26,006 | -0.66 | 11,401 | 17.45 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 185,017 | 10.32 | 81,112 | 30.42 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 1,295 | 0.00 | 568 | 18.13 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 1,838 | 0.00 | 806 | 18.21 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 2,998 | 0.00 | 1,301 | 22.76 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 688 | 0.00 | 302 | 18.04 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 4,928 | -1.68 | 1,827 | -11.18 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 121 | 0.00 | 53 | 20.45 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 2,164 | 0.23 | 949 | 18.50 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 32,680 | -3.12 | 14,327 | 14.53 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 76,103 | 2.82 | 33,364 | 21.56 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5,275 | 22.22 | 2,312 | 44.50 | ||||
| 2025-04-23 | 13F | Ledyard National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 100 | 0.00 | 44 | 16.22 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 4,617 | -0.41 | 2,024 | 27.54 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 912 | 400 | ||||||
| 2025-05-12 | 13F | Northwest Quadrant Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 14,873 | 22.83 | 6,520 | 45.21 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 710 | 0.00 | 311 | 18.25 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 145,810 | -1.75 | 63,923 | 16.16 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 549 | -9.85 | 241 | 6.67 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 1,565 | 0.00 | 686 | 18.28 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 6,349 | -2.46 | 2,783 | 15.33 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 4,480 | -1.69 | 1,964 | 16.28 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 24,456 | -3.50 | 10,722 | 14.08 | ||||
| 2025-07-14 | 13F | Farmers Trust Co | 2,847 | -1.25 | 1,248 | 16.74 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 18,281 | -1.50 | 8,014 | 16.45 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 49,193 | 21,566 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2,296 | -5.05 | 1,007 | 12.28 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 132,273 | 10.38 | 57,989 | 28.14 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 3,189 | 21.44 | 1,398 | 43.68 | ||||
| 2025-07-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 3,721 | -40.62 | 1,537 | -39.54 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 948 | -11.07 | 415 | 5.06 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 1,713 | 3.63 | 751 | 22.71 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 7,181 | 10.53 | 3,148 | 30.68 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 16,350 | -71.11 | 7,168 | -65.85 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 1,134 | 0.00 | 497 | 18.33 | ||||
| 2025-08-05 | 13F | X-Square Capital, LLC | 2,262 | 3.67 | 1 | |||||
| 2025-08-12 | 13F | Athena Investment Management | 3,491 | 18.06 | 1,530 | 39.60 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 569 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 808 | -5.39 | 354 | 12.03 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 2,535 | 1.12 | 1,111 | 19.72 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 528 | 0.19 | 235 | 15.84 | ||||
| 2025-07-24 | 13F | M. Kraus & Co | 532 | 233 | ||||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 1,180 | -4.92 | 517 | 12.39 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 400,378 | 0.30 | 175,727 | 18.72 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 91,250 | 0.36 | 40,004 | 18.65 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 3,086 | 0.00 | 1,353 | 18.27 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5,030 | -4.39 | 2,205 | 13.08 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 66,021 | 0.88 | 28,944 | 19.26 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 1,218 | -8.70 | 534 | 8.10 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 165,498 | 4.41 | 72,554 | 23.44 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6,801 | -2.07 | 2,959 | 13.81 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 11,817 | -5.89 | 5,181 | 11.25 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 8,850 | 0.00 | 3,880 | 18.23 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 57,868 | -24.94 | 25,398 | -11.17 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 686 | 0.00 | 301 | 18.11 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9,193 | -6.79 | 4,030 | 10.20 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 1,094 | 79.64 | 480 | 113.33 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2 | -95.24 | 1 | -100.00 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 576 | 0.00 | 253 | 18.31 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 16,946 | -49.48 | 7,429 | -40.27 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 4,969 | -3.85 | 2,178 | 13.67 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 6,045 | 2.39 | 2,650 | 21.06 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 648 | 284 | ||||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 4,390 | 77.66 | 1,925 | 110.04 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 72,532 | -3.63 | 31,798 | 13.93 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 147,397 | 15.15 | 64,619 | 36.13 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 10,486 | 4.46 | 3,888 | -6.47 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 7,262 | 17.32 | 3,184 | 38.69 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1,938 | 8.09 | 850 | 27.86 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 37,741 | -4.81 | 16,546 | 12.54 | ||||
| 2025-07-28 | 13F | Essex LLC | 1,324 | 0.00 | 581 | 18.13 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 1,193 | 0.00 | 524 | 18.33 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 67,226 | 1.56 | 29,472 | 20.07 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 589 | -29.55 | 258 | -16.77 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 7,214 | 0.29 | 3,163 | 18.56 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 13,256 | -3.74 | 5,811 | 25.78 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 7,243 | 3.40 | 3,175 | 22.26 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 75 | 33 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 2,334 | -7.27 | 1,023 | 9.65 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 182,351 | -40.29 | 79,943 | -29.41 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 4,434 | -2.64 | 1,944 | 15.11 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 796 | 0.00 | 349 | 18.31 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 733 | 2.81 | 321 | 21.59 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 1,815 | 0.00 | 796 | 18.13 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1,652 | 0.79 | 724 | 19.28 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 6,023 | -0.90 | 2,640 | 17.18 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 585 | 0.00 | 256 | 18.52 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 10,592 | 39.70 | 4,644 | 65.17 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 3,413 | -2.32 | 1,496 | 15.52 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 8,126 | -1.12 | 3,705 | 28.21 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 5,244 | -4.84 | 2,299 | 12.53 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 14,618 | 33.33 | 6,409 | 57.64 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 730 | 327 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 8,232 | -0.10 | 3,609 | 18.13 | ||||
| 2025-07-21 | 13F | AEGON USA Investment Management, LLC | 1,152 | 0.00 | 505 | 18.27 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 19,141 | -1.59 | 8,392 | 16.35 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 5,555 | -3.22 | 2,435 | 14.43 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 3,847 | -0.23 | 1,688 | 18.05 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 3,889 | 3.40 | 1,705 | 22.24 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 98,865 | 43,342 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 37,078 | 4.90 | 16,274 | 24.16 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 621 | 0.00 | 272 | 18.26 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 34,695 | 0.64 | 15,210 | 18.99 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 12,241 | 0.00 | 5,372 | 18.35 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 3,379 | -4.25 | 1,481 | 13.23 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6,322 | 210.51 | 2,772 | 267.02 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 655 | -33.84 | 287 | -21.80 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 3,002 | 3.59 | 1,316 | 22.53 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 13,484 | 1.24 | 5,911 | 19.70 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 500 | 219 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2,702 | -0.11 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 690 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Veracity Capital LLC | 675 | -1.75 | 296 | 16.14 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 988 | 0.00 | 433 | 18.31 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 535 | 235 | ||||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 3,112 | 0.00 | 1,364 | 18.20 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 92,481 | -20.87 | 40,544 | -6.45 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 173,696 | 27.22 | 76,148 | 50.40 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 2,352 | 100.00 | 1,031 | 136.47 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5,752 | 1.61 | 2,522 | 20.10 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 158 | 0.00 | 69 | 18.97 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 150 | 44.23 | 66 | 71.05 | ||||
| 2025-05-13 | 13F | Lee Financial Co | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 938 | 0.00 | 411 | 18.44 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9,002 | 6.06 | 3,946 | 25.39 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1,445 | -1.37 | 633 | 16.57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 10,641 | 4.58 | 4,665 | 23.65 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 31 | 14 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,185,089 | -19.23 | 519,543 | -4.51 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 237,854 | 3.44 | 104,395 | 22.43 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3,946 | -3.02 | 1,730 | 14.66 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 462 | 210 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 2,995 | -26.49 | 1,313 | -13.05 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1,228 | -0.41 | 538 | 17.72 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 32,870 | -50.67 | 14,410 | -41.68 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 7,301 | -37.80 | 3,201 | -26.47 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 881 | 0.00 | 386 | 18.40 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 7,590 | -4.53 | 3,327 | 12.86 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3,981 | 0.05 | 1,745 | 18.31 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 3,797 | 26.61 | 1,665 | 49.64 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 785,410 | 7.72 | 344 | 27.41 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 4,449 | 1.81 | 1,950 | 20.37 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 532 | -2.92 | 233 | 14.78 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 496 | -96.45 | 217 | -95.81 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 11,667 | 96.22 | 5,115 | 132.08 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 4,038 | 0.47 | 1,770 | 18.79 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 720 | -16.38 | 316 | -1.25 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 6,662 | -9.32 | 2,921 | 7.20 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 496 | 217 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 61,560 | 10.02 | 26,988 | 30.07 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 133 | 0.00 | 58 | 18.37 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 5,773 | -3.35 | 2,531 | 14.27 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 82 | 0.00 | 36 | 20.00 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 2,435 | -3.18 | 1,068 | 14.48 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 539 | -7.23 | 236 | 9.77 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2,666 | 0.00 | 989 | -9.69 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 3,592 | 0.03 | 1,575 | 6.86 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 5,346 | 0.47 | 2,344 | 18.75 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 7,470 | -1.29 | 3,275 | 16.68 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,017 | 16.25 | 884 | 37.48 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 476 | -0.63 | 209 | 17.51 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 927 | -0.43 | 406 | 17.68 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 606 | 0.00 | 266 | 18.30 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13,637 | 14.24 | 5,979 | 35.07 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 696 | 0.00 | 305 | 18.22 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 103,358 | -0.14 | 45,312 | 18.06 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,045 | 15.47 | 458 | 36.72 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 845 | -1.74 | 370 | 16.35 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 713 | 0.00 | 313 | 18.18 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 963 | 4.33 | 422 | 23.10 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 3,387 | 0.42 | 1,485 | 25.13 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 80,261 | 0.33 | 35,187 | 18.62 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 611 | 268 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 7,866 | 3,453 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 6,123 | -32.77 | 2,685 | -20.52 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 1,131 | -14.32 | 496 | 1.23 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1,274 | 199.76 | 559 | 256.05 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 1,196 | 1.87 | 524 | 20.46 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 838 | 5.54 | 367 | 24.83 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 4,358 | -1.13 | 1,910 | 16.89 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 40,905 | -0.21 | 18 | 13.33 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 871 | 0.00 | 382 | 18.32 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1,024,392 | 0.04 | 449,607 | 19.99 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1,527 | 15.07 | 632 | 28.46 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 1,090 | -5.87 | 478 | 11.42 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 1,722 | 0.00 | 755 | 18.18 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 2,102 | 0.00 | 922 | 18.23 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 5,163 | -5.25 | 2,263 | 12.03 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 213,320 | 2.74 | 93,520 | 21.47 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 112 | 0.00 | 49 | 19.51 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 2,838 | -0.11 | 1,244 | 18.14 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 901 | -0.11 | 395 | 17.96 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 51,878 | 1.25 | 22,743 | 19.70 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 952 | 33.90 | 417 | 58.56 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,084 | -2.34 | 914 | 15.42 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 201,387 | -49.31 | 88 | -40.14 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,477 | 49.19 | 648 | 70.26 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 706 | 1.44 | 310 | 19.77 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 324 | 0.00 | 142 | 18.33 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 22,751 | -0.66 | 10,446 | 17.62 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 638 | 292 | ||||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 12,189 | 0.00 | 5 | 25.00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 22,105 | 4.85 | 9,691 | 23.96 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 77,157 | 2.91 | 33,825 | 21.66 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 13,615 | 11.97 | 5,969 | 32.39 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1,380 | 3.68 | 605 | 22.52 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 1,946 | -3.47 | 853 | 14.19 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 629 | 2.61 | 276 | 21.15 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 7,454 | -0.07 | 3,271 | 18.26 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1,743 | 96.06 | 765 | 132.52 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1,324 | -0.82 | 1 | |||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2,225 | -8.96 | 975 | 7.62 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 6,376 | 10.91 | 2,795 | 31.16 | ||||
| 2025-05-14 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 9,501 | -6.33 | 4,165 | 10.74 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 535 | 0.00 | 235 | 18.18 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 12,224 | -20.56 | 5,359 | -6.10 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 758 | 0.00 | 332 | 18.15 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 9,078 | 0.18 | 4 | 33.33 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 1,117 | -1.59 | 411 | -11.83 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 4,061 | 0.00 | 1,762 | 17.08 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 180 | 0.00 | 79 | 18.18 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 595 | 265 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 35,140 | 8.23 | 15,405 | 23.68 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1,083 | 93.39 | 475 | 128.99 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,886,118 | 0.42 | 1,705,829 | 19.09 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 785 | -4.85 | 344 | 12.79 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 39,932 | -1.32 | 17,506 | 16.67 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2,057 | 9.53 | 902 | 29.45 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 236,599 | -3.42 | 104 | 14.44 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 24,593 | -18.97 | 10,781 | -4.21 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3,595 | 48.49 | 2 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 438,014 | 0.63 | 192,025 | 18.97 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 1,065 | 0.47 | 467 | 18.58 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 551 | 0.00 | 242 | 18.14 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 993 | 0.20 | 435 | 17.57 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4,537 | -11.35 | 1,862 | -1.85 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 2,686 | 6.93 | 1,178 | 26.42 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 89,309 | 14.71 | 39,161 | 35.61 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 98,566 | 0.99 | 43,211 | 19.39 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 8,238 | 27.86 | 3,612 | 51.15 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 27,496 | -3.63 | 10,196 | -12.94 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 694 | -37.42 | 304 | -26.03 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 65,297 | -0.27 | 28,626 | 17.91 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 6,305 | 2.94 | 2,764 | 21.71 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 1,128 | -22.79 | 494 | -8.69 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 537 | 235 | ||||||
| 2025-05-13 | 13F | Taurus Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 536 | 235 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 2,756 | 1.55 | 1,208 | 20.08 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 759 | -5.48 | 333 | 12.12 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 6,340 | -15.27 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 26,504 | -2.74 | 12,064 | 14.36 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 598 | 0.00 | 262 | 18.55 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 100,169 | 3.42 | 43,914 | 22.27 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 1,579 | 0.00 | 692 | 18.29 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 1,097 | 0.00 | 476 | 17.00 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 550 | 0.00 | 241 | 18.72 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3,187 | -23.87 | 1,397 | -9.99 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 74 | 32 | ||||||
| 2025-07-17 | 13F | City Holding Co | 165 | 0.00 | 72 | 18.03 | ||||
| 2025-05-02 | 13F | Burling Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 49,250 | 3.65 | 21,591 | 22.54 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 887 | 389 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 2,696 | -2.35 | 1,182 | 15.44 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 2,436 | 0.00 | 1,068 | 18.16 | ||||
| 2025-07-18 | 13F | United Bank | 9,188 | -12.29 | 4,028 | 3.71 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 309 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 4,135 | 29.14 | 1,815 | 52.82 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 32,040 | 7.91 | 14,046 | 27.59 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 601 | -98.00 | 261 | -97.67 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 85,420 | 4.76 | 37,448 | 23.86 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 622 | 0.00 | 273 | 18.26 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 54,149 | 89.75 | 23,739 | 124.35 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1,902 | -43.89 | 842 | -31.12 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 21,220 | 0.00 | 9 | 28.57 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3,299 | 0.49 | 1,446 | 18.82 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 848 | -1.51 | 372 | 16.30 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 6,286 | -0.24 | 2,756 | 13.98 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 27,962 | 55.15 | 10,369 | 40.18 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 19,848 | 1.37 | 9 | 14.29 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 110,916 | 0.51 | 48,625 | 18.83 | ||||
| 2025-08-14 | 13F | Systematic Alpha Investments, LLC | 130,672 | 0.00 | 57,287 | 18.23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 554,038 | 2.61 | 242,896 | 21.31 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 19,070 | 34.63 | 8 | 60.00 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 2,575 | 117.30 | 1,129 | 156.95 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 67,753 | 2.09 | 29,703 | 20.70 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 4,691 | -0.06 | 2,057 | 18.16 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 29,777 | 159.77 | 13,063 | 209.92 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 866 | 0.00 | 380 | 18.07 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1,524 | 0.00 | 668 | 18.26 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11,363 | 0.97 | 4,987 | 19.51 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 10,450 | -3.26 | 4,581 | 14.38 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 565 | 0.00 | 248 | 18.18 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 231 | 3.59 | 101 | 23.17 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 68,139 | 32.38 | 29,890 | 56.60 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 675 | -1.75 | 296 | 16.14 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 4,070 | 138.43 | 1,784 | 181.83 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 38,302 | 15.92 | 16,791 | 37.04 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 706 | 0 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 3,140 | -0.79 | 1,376 | 17.31 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 259,284 | 0.90 | 113,673 | 19.29 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 3,124 | -30.55 | 1,370 | -17.88 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 4,888 | -0.61 | 2,143 | 17.55 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 725 | 0.00 | 318 | 18.28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 56,548 | 2.62 | 24,791 | 9.61 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,922 | 3.32 | 2,279 | 26.27 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1,102 | -4.01 | 488 | 17.35 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 60,310 | -2.37 | 26,440 | 15.42 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 190,859 | 3.41 | 83,672 | 22.26 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 43,062 | 3.63 | 18,878 | 22.52 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Tenon Financial LLC | 5,029 | 100.20 | 2,035 | 118.58 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 16,336 | 4.49 | 7,162 | 23.53 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 11,091 | 5.41 | 4,862 | 24.63 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 59 | 31.11 | ||||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 22,469 | 0.00 | 9,283 | 1.82 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 29,546 | 4.53 | 12,953 | 23.58 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 3,991 | 139.27 | 1,750 | 183.01 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 56,891 | 0.21 | 24,941 | 18.48 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 324,941 | 3.92 | 142,454 | 22.85 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 23,720 | -7.15 | 10,399 | 0.77 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,121,901 | 5.07 | 1,807,042 | 24.22 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 535 | 235 | ||||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 1,712 | 13.38 | 751 | 33.93 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 10,722 | 4,701 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 200 | 88 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 3,655 | -6.64 | 1,602 | 10.41 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 838 | -34.27 | 367 | -22.25 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 5,110 | 0.00 | 2,240 | 18.27 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 25,658 | -3.28 | 11,248 | 14.34 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 87 | 0.00 | 38 | 18.75 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 274,919 | -2.86 | 120,525 | 14.84 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 6,277 | -27.54 | 2,752 | -14.35 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 3,166 | 0.96 | 1,388 | 19.36 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10,816 | 6.13 | 4,742 | 25.49 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 4,311 | 1.01 | 1,783 | 24.09 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 8,149 | 25.54 | 3,573 | 48.46 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 28,905 | 4.26 | 12,672 | 23.27 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15,689 | 18.79 | 6,878 | 40.45 | ||||
| 2025-05-15 | 13F | Asset Allocation Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8,283 | -60.19 | 3,631 | -52.94 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 2,366 | -40.18 | 1,037 | -29.26 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 8,941 | -0.45 | 3,917 | 17.63 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 129 | -93.43 | 57 | -92.30 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 5,853 | -2.40 | 2,566 | 15.38 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 11,061 | 6.29 | 4,849 | 25.69 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 1,533 | -14.83 | 673 | 0.75 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 2,965 | 9.53 | 1,300 | 29.61 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2,063 | 171.81 | 904 | 221.71 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 5,217 | -6.76 | 2,287 | 10.27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 507,886 | 11.57 | 222,657 | 31.90 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 811 | -31.45 | 356 | -18.95 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4,930 | 0.28 | 2,161 | 18.54 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 258 | 0.00 | 113 | 18.95 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 8,287 | 0.80 | 3,633 | 19.16 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 2,176 | -1.09 | 954 | 17.06 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 472 | 207 | ||||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 1,553 | 0.00 | 681 | 18.26 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 2,111 | 33.69 | 925 | 58.12 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 20,890 | 0.02 | 9,158 | 18.26 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8,349 | 1.36 | 3,660 | 19.84 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 25,926 | 0.00 | 11,366 | 18.23 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 21,030 | -13.88 | 9,220 | 1.81 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 1,779 | 14.33 | 780 | 35.24 | ||||
| 2025-07-11 | 13F | Bell Bank | 586,269 | 4.61 | 257,020 | 23.68 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 23,662 | -32.60 | 10,373 | -20.32 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 11,825 | 16.20 | 5,184 | 37.40 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1,798 | 0.00 | 788 | 18.32 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 5,824 | -8.05 | 2,553 | 8.73 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 849,857 | 1.23 | 372,577 | 19.68 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1,095 | 0.00 | 480 | 18.23 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11,243 | -1.17 | 4,929 | 19.50 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 1,562 | 23.09 | 685 | 45.53 | ||||
| 2025-04-10 | 13F | IFS Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 18,520 | -3.19 | 8,119 | 14.46 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 21,097 | 9,249 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2,289 | 6.47 | 1,003 | 25.85 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 562 | 0.00 | 246 | 18.27 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1,420 | -8.51 | 623 | 8.17 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 58,419 | -12.13 | 25,611 | 3.88 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 693 | -1.28 | 304 | 16.54 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 808 | 0.00 | 354 | 18.39 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 61,008 | 3.19 | 26,746 | 22.00 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 3,031 | 55.36 | 1,329 | 83.68 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 29,849 | 15.95 | 13,086 | 37.09 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 1,378 | -34.54 | 604 | -22.56 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 464 | 203 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 77 | 266.67 | 34 | 371.43 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 477,680 | 61.51 | 209,511 | 91.03 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9,576 | -14.00 | 4,198 | 1.70 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 4,901 | 0.00 | 2 | 100.00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 3,763 | 10.94 | 1,650 | 31.19 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 26,775 | 0.00 | 9,929 | 0.00 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 34,370 | 0.82 | 15,068 | 19.19 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 321,923 | -1.77 | 141,131 | 16.14 | ||||
| 2025-08-08 | 13F | Sustainable Growth Advisers, LP | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 8,281 | -10.00 | 3,630 | 6.42 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 76,529 | 30.21 | 33,572 | 53.96 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 1,993 | -5.81 | 874 | 11.35 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 4,384 | -3.29 | 1,922 | 13.27 | ||||
| 2025-05-05 | 13F | OneAscent Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 20,265 | -0.90 | 8,884 | 17.16 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 5,900 | -3.80 | 2,587 | 13.72 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2,461 | -4.35 | 1,079 | 13.12 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 11,603 | 67.89 | 5,087 | 79.34 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 14,051 | -11.82 | 5,805 | -10.21 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 871 | 0.00 | 382 | 18.63 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1,989 | 4.79 | 872 | 23.90 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 20,795 | -0.30 | 9,105 | 17.82 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 295 | 0.00 | 129 | 18.35 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 17,045 | -0.88 | 7,472 | 17.19 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 222,838 | 1.34 | 97,692 | 19.81 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 316 | 0.00 | 144 | 22.22 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14,031 | -0.01 | 6,151 | 18.22 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 869,661 | 7.43 | 381,259 | 27.01 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 96,185 | 0.51 | 42,167 | 18.83 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 2,290 | -86.03 | 1,004 | -83.50 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 2,730 | 0.89 | 1,197 | 19.34 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 8,286 | -0.40 | 3,633 | 17.77 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1,729 | 1.05 | 758 | 19.40 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 59,564 | 2.71 | 26,090 | 21.40 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 918 | -20.93 | 398 | -7.44 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 11,770 | 4.63 | 5,160 | 23.71 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 353 | 194.17 | 155 | 250.00 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 103,996 | -3.09 | 45,592 | 14.58 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 3,743 | -6.26 | 1,641 | 10.81 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 1,857 | -11.66 | 814 | 4.49 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 1,525 | 1.19 | 669 | 19.89 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 1,169 | 512 | ||||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 902 | 0.00 | 395 | 18.26 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 599 | 5.46 | 263 | 24.76 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8,245 | -4.78 | 3,615 | 1.72 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 443 | 194 | ||||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 1,140 | -3.63 | 500 | 13.93 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 920 | 403 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 2,310 | 0.35 | 1,014 | 18.76 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 1,538 | 674 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 527 | -91.22 | 231 | -89.62 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 761 | 8.40 | 334 | 28.08 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 6,382 | -49.26 | 2,798 | 69,825.00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 1,272 | 0.00 | 557 | 18.26 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 303 | -29.37 | 133 | -16.98 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 1,764 | -1.62 | 773 | 16.42 | ||||
| 2025-05-14 | 13F | GDS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 142 | -74.32 | 62 | -70.39 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 163,699 | 3.17 | 71,766 | 21.97 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 44 | 0.00 | 19 | 18.75 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 87,531 | -0.90 | 38,732 | 18.26 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 1,466 | 21.06 | 544 | 6.47 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7,765 | 15.81 | 3,404 | 36.93 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 5,562 | 2.66 | 2,438 | 21.35 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 2,094 | 9.92 | 918 | 30.03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,552,072 | 4.96 | 680,429 | 24.08 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2,491 | 1,092 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 38,802 | -2.01 | 17,011 | 15.85 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 33,127 | -1.50 | 14,523 | 16.45 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 1,059 | 7.19 | 464 | 26.78 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8,421 | 218.13 | 3,692 | 276.25 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 25,279 | -27.33 | 11,082 | -14.09 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 8,846 | 7.41 | 3,878 | 26.99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 514,034 | -1.58 | 225,352 | 16.36 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 867 | 380 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 603 | -7.66 | 264 | 9.09 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3,290 | 1.36 | 1,442 | 23.35 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2,386 | 0.25 | 1,046 | 18.59 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 2,981 | 0.00 | 1,307 | 18.19 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 376 | 53.47 | 165 | 82.22 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 9,446 | 4.58 | 4,141 | 23.62 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 1,221 | -20.66 | 535 | -6.14 | ||||
| 2025-04-16 | 13F | Tudor Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 4,600 | 2,017 | ||||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 764 | 0.00 | 335 | 18.02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 49,386,990 | 1.75 | 21,651,256 | 20.30 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 928 | 407 | ||||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 928 | 0.00 | 410 | 25.77 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 1,208 | -5.11 | 529 | 1.34 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 39,724 | -41.11 | 17,415 | -30.38 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 19,976 | 1.40 | 8,757 | 19.88 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 65,134 | -7.74 | 28,554 | 9.07 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2,462 | -14.10 | 1,089 | 2.54 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 13,483 | 5,911 | ||||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 2,438 | 1,069 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 11,851 | -11.88 | 5,441 | 11.70 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4,574 | -0.09 | 2,005 | 14.18 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 165 | 0.00 | 72 | 18.03 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 10,680 | -16.25 | 4,682 | -10.53 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 1,120 | 0.00 | 492 | 18.31 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 645 | 0.00 | 283 | 17.99 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 165 | 61 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 44,108 | 0.33 | 19,337 | 18.62 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 2,780 | -0.93 | 1,219 | 17.12 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,746 | 74.25 | 765 | 106.20 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 815 | -40.73 | 357 | -29.86 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 1,822 | -3.14 | 1 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 229,222 | 3.78 | 91,293 | 23.15 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 2,925 | 0.00 | 1,282 | 18.27 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 751 | -53.41 | 329 | -44.89 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5,746 | -2.35 | 2,519 | 15.45 | ||||
| 2025-08-05 | 13F | Chase Investment Counsel Corp | 1,200 | 0.00 | 1 | |||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 2,146 | 0.00 | 938 | 32.67 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1,210 | 0.08 | 543 | 17.06 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 41,036 | 1.44 | 17,998 | 19.98 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3,293 | 0.06 | 1,498 | 22.70 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 500 | 30.55 | 219 | 54.23 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 873 | 0.00 | 383 | 18.27 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 469,987 | 1.90 | 206,042 | 20.48 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 12 | -60.00 | 5 | -54.55 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 66,217 | -1.15 | 29,029 | 16.86 | ||||
| 2025-04-21 | 13F | Bigelow Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 3,683 | 0.00 | 1,615 | 18.24 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 18,052 | 7,914 | ||||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 1,599 | 1.20 | 701 | 19.83 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 670 | 0.00 | 294 | 18.15 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 470 | 206 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 4,039 | -91.09 | 1,771 | -89.47 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 184 | 7.60 | 81 | 26.98 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 76,195 | -5.07 | 33,404 | 12.23 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,511 | 263.22 | 662 | 329.87 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 5,613 | 7.30 | 2,461 | 26.87 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 394,581 | 8.57 | 172,986 | 28.36 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 937 | 0.00 | 411 | 21.66 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 9,785 | 0.22 | 4,290 | 18.48 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,761 | 0.57 | 772 | 7.52 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 3,962 | -0.33 | 1,737 | 17.84 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 666 | -8.52 | 292 | 8.18 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 763 | -28.49 | 335 | -15.44 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,731,734 | -3.57 | 759,193 | 14.00 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5,557 | -3.81 | 2,436 | 13.73 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4,020 | -8.26 | 1,762 | 8.43 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 1,200 | 0.00 | 526 | 18.47 | ||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 3,633 | 0.00 | 1,593 | 18.19 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2,006 | 0.00 | 879 | 21.58 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 62,653 | 3.89 | 27,467 | 22.82 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,141 | 939 | ||||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10,406 | 0.51 | 4,562 | 18.81 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1,825 | 50.95 | 677 | 36.29 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 871 | -3.22 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 29,025 | -3.76 | 12,725 | 13.78 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 23,048 | 5.66 | 10,104 | 24.93 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 12,415 | 5,443 | ||||||
| 2025-08-14 | 13F | Granite FO LLC | 1,028 | 0.00 | 451 | 18.11 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 486 | 213 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 716,569 | 5.87 | 314,144 | 25.17 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 29,166 | 235.09 | 12,786 | 296.22 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1,100 | 0.00 | 483 | 18.43 | ||||
| 2025-08-14 | 13F | Comerica Bank | 137,652 | -6.19 | 60,347 | 10.91 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,995 | 70.37 | 875 | 101.38 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,489 | 1,091 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 700 | -17.26 | 307 | 3.03 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 2,795 | 4.96 | 1,225 | 24.11 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 217,710 | 95,444 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 67,336 | 1.47 | 29,520 | 19.97 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 2,743 | -0.36 | 1,203 | 17.84 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 1,107 | 4.14 | 410 | -5.96 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5,491 | 9.38 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Acas, Llc | 4,414 | 0.50 | 2,043 | 21.25 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 26,197 | 4.22 | 11,485 | 23.21 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 245,688 | 0.77 | 107,710 | 19.13 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 2,708 | 9.06 | 1,187 | 29.02 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 756 | 0.00 | 331 | 18.21 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 15,347 | 11.06 | 6,728 | 31.30 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5,807 | 1.40 | 2,546 | 19.88 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 925 | 3.58 | 406 | 22.36 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 547 | 0.00 | 240 | 18.32 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 606 | -2.57 | 266 | 15.22 | ||||
| 2025-04-21 | 13F | True Link Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,340 | -18.49 | 587 | -3.61 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5,882 | 4.01 | 2,582 | 23.14 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 9,289 | -1.71 | 4,072 | 16.21 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 14,807 | -5.45 | 6,491 | 11.78 | ||||
| 2025-07-18 | 13F | jvl associates llc | 1,394 | 28.01 | 611 | 51.61 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 92 | 0.00 | 40 | 17.65 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 498 | -13.39 | 218 | 2.35 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 540 | 237 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 3,979 | 0.30 | 1,745 | 18.56 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 610 | 0.16 | 267 | 18.67 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 3,940 | 1.81 | 1,727 | 20.43 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 18,495 | 19.75 | 8,108 | 41.57 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 2,758 | -3.94 | 1,209 | 13.63 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 2,783 | 1,220 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 2,278 | -29.80 | 999 | -17.04 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 360 | 0.00 | 158 | 18.05 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 46 | 0.00 | 20 | 17.65 | ||||
| 2025-04-10 | 13F | Teamwork Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Clean Yield Group | 404 | 0.00 | 177 | 18.79 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3,659 | 0.03 | 1,604 | 18.22 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 21,132 | 9,275 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1,200 | 0.00 | 526 | 18.47 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 10,707 | 3.38 | 4,694 | 22.21 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 460 | 0.00 | 202 | 18.24 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2,798 | -5.54 | 1,227 | 11.66 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1,223 | -7.42 | 536 | -1.11 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4,990 | 0.00 | 2,188 | 18.22 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 48,030 | -6.65 | 21,056 | 10.36 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 1,833 | 0.00 | 804 | 18.26 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 1,879 | -34.19 | 824 | -22.21 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 567 | -1.05 | 0 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 7,405 | -0.48 | 3,246 | 17.65 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 39,441 | 0.64 | 17,291 | 18.99 | ||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 1,067 | 9.66 | 468 | 29.72 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 12 | 5 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 49,108 | -5.08 | 21,529 | 12.22 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 5,329 | -0.47 | 2,336 | 17.68 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 606 | -1.30 | 266 | 16.74 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 104,680 | 18.89 | 45,892 | 40.55 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4,019 | -2.26 | 1,762 | 15.55 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 13,006 | 19.94 | 5,702 | 41.78 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 3,785 | 58.24 | 1,659 | 87.03 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 4,528 | 7.81 | 1,985 | 27.49 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 2,380 | -2.06 | 1,043 | 15.76 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 148,302 | -0.41 | 66,795 | 16.61 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 293 | 0.00 | 128 | 18.52 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 8,451 | 5.23 | 3,705 | 24.38 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,147 | 0.00 | 941 | 18.36 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 174,303 | 11.98 | 76,414 | 32.39 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 710 | -3.01 | 311 | 14.76 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 694,588 | 20.17 | 305 | 42.06 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 40,119 | -0.23 | 14,861 | -9.96 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 3,413 | -2.15 | 1,496 | 15.70 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 1,600 | 0.00 | 701 | 18.21 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 1,469 | 0.00 | 644 | 18.38 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 116 | 0.00 | 51 | 19.05 | ||||
| 2025-08-13 | 13F | Shelton Capital Management | 3,383 | 53.77 | 1,483 | 81.96 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 82,389 | 4.39 | 30,551 | -5.69 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 8,240 | 1.34 | 3,612 | 19.80 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 355,735 | -0.84 | 155,954 | 17.23 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1,290,691 | -0.15 | 565,839 | 18.05 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 226 | 0.00 | 99 | 19.28 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 26,507 | 33.60 | 11,621 | 57.94 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 5,884 | 256.39 | 2,580 | 321.41 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 21,057 | 0.44 | 9,232 | 18.74 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 362 | 27.46 | 159 | 50.48 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 693 | 0.00 | 304 | 13.91 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 447,094 | 0.40 | 195,938 | 18.68 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 1,122 | 0.63 | 492 | 18.89 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 24,724 | 73.39 | 10,839 | 105.01 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,969 | 12.06 | 1,740 | 32.44 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 3,849 | -8.23 | 1,687 | 8.49 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,872 | 4.26 | 2,575 | 23.28 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 1,673 | -0.65 | 733 | 17.47 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3,056 | 17.67 | 1,340 | 39.04 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 955 | 1.92 | 419 | 20.46 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 900 | 0.00 | 395 | 18.32 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 896,976 | -2.46 | 393,234 | 15.32 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 1,511 | -21.14 | 662 | -6.76 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 919 | -34.22 | 341 | -34.87 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 747 | 0.00 | 327 | 18.05 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 1,380 | 0.00 | 605 | 18.20 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 10 | 4 | ||||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 5,893 | -0.51 | 2,583 | 17.62 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 8,959 | -10.70 | 3,928 | 5.56 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 20,176 | 0.00 | 8,845 | 18.22 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 22,186 | -3.77 | 9,726 | 13.78 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 1,428 | -40.94 | 626 | -30.13 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 531,327 | 0.19 | 232,934 | 18.45 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 6,020 | -0.35 | 2,639 | 17.81 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 3,894 | -11.34 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 1,789 | -41.48 | 784 | -30.80 | ||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 1,964 | 0.56 | 728 | -9.11 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 14,483 | 47.92 | 6,306 | 73.72 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9,487 | 58.09 | 4,159 | 86.88 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 2,176,216 | -12.31 | 954,053 | 3.67 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 900 | 395 | ||||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 3,555 | 77.13 | 1,558 | 109.41 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 6,300 | -65.38 | 2,762 | -59.08 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2,035 | 3.30 | 892 | 22.05 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 8,534 | 0.79 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 968 | -6.20 | 446 | 21.86 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 814 | 0.00 | 357 | 18.60 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 39,594 | -3.67 | 17,358 | 28.18 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 20,286 | -0.70 | 8,893 | 17.40 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 14,312 | -56.37 | 6 | -50.00 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 626 | 0.00 | 275 | 18.10 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 1,301 | 54.88 | 571 | 83.60 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 1,773 | 0.00 | 777 | 18.26 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 7,052 | 0.00 | 3,092 | 18.20 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 37,227 | -1.52 | 16,320 | 16.43 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 584 | 0.00 | 256 | 18.06 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3,319 | 0.00 | 1,455 | 18.29 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 4,927 | 0.00 | 2,154 | 23.02 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 1,101 | 483 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,542 | -0.85 | 1,991 | 17.26 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 218 | 0.46 | 96 | 23.08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 58,896 | -0.45 | 25,820 | 17.69 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 2,482 | 2.94 | 1,088 | 21.70 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,779 | -35.64 | 780 | -24.00 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 42 | 0.00 | 19 | 20.00 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 68,101 | 14.13 | 25,253 | 10,249.59 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 9,900 | -56.77 | 4,340 | -48.89 | |||
| 2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 3,835 | 0.00 | 1,681 | 18.21 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 1,393 | 0.00 | 611 | 18.22 |
Other Listings
| MX:VUG |
