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 9, 2024, the share price was 360.66 / share. This represents an increase of 28.26% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 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 | ||||
2025-07-24 | 13F | Insight Inv LLC | 223 | 0.00 | 98 | 18.29 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 22,773 | -23.87 | 9,984 | -10.00 | ||||
2025-08-14 | 13F | Betterment LLC | 290,155 | 8.47 | 127 | 28.28 | ||||
2025-08-13 | 13F | American Money Management, LLC | 558 | -3.29 | 245 | 14.02 | ||||
2025-07-31 | 13F | City State Bank | 10,271 | 1.02 | 4,503 | 19.42 | ||||
2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4,020 | 5.73 | 1,762 | 25.05 | ||||
2025-08-07 | 13F | Allworth Financial LP | 183,654 | 10.12 | 80,514 | 30.15 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 687 | -65.49 | 305 | -59.01 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 3,583 | -2.58 | 1,571 | 15.19 | ||||
2025-08-12 | 13F | Sierra Summit Advisors Llc | 1,580 | -4.01 | 693 | 13.44 | ||||
2025-08-13 | 13F | Ted Buchan & Co | 23,777 | 79.14 | 10,424 | 111.78 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 2,643 | 0.00 | 1,159 | 18.16 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 276 | 0.00 | 121 | 17.65 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2,334 | 66.12 | 1,023 | 96.35 | ||||
2025-07-08 | 13F | Charis Legacy Partners, LLC | 2,247 | 1.77 | 985 | 20.42 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 11,092 | 3 | ||||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 541 | 237 | ||||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 10,491 | 2.34 | 4,599 | 20.99 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 3,011 | 7.15 | 1,320 | 26.80 | ||||
2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 290 | -34.09 | 108 | -40.56 | ||||
2025-07-24 | 13F | Forefront Analytics, LLC | 743 | 326 | ||||||
2025-08-04 | 13F | JDM Financial Group LLC | 744 | 0.00 | 326 | 18.55 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 241,727 | 3.56 | 105,973 | 22.43 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 1,047 | -14.74 | 459 | 0.88 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 74,700 | 36.31 | 32,748 | 61.16 | |||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 51,263 | 1.67 | 22,474 | 20.20 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 5,600 | 194.74 | 2,455 | 248.72 | |||
2025-08-08 | 13F | Creative Planning | 296,917 | -0.16 | 130,168 | 18.04 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 2,776 | 13.54 | 1,217 | 34.22 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 126,664 | -0.50 | 55,530 | 21.10 | ||||
2025-08-08 | 13F | Bailard, Inc. | 975 | 0.00 | 427 | 18.28 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 2,212 | 44.01 | 970 | 70.30 | ||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 2,096 | 2.44 | 920 | 21.24 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2,952 | -2.99 | 1,294 | 14.63 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 154,514 | -2.22 | 70,424 | 20.18 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 1,706 | -24.48 | 748 | -10.75 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 2,568 | -16.89 | 1,126 | -1.75 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 167,223 | -1.69 | 73,311 | 16.23 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 10,996 | -0.74 | 4,821 | 17.36 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 1,244 | -14.62 | 545 | 0.93 | ||||
2025-07-15 | 13F | First City Capital Management, Inc. | 1,029 | -9.10 | 451 | 7.64 | ||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 200 | 0.00 | 0 | |||||
2025-07-24 | 13F | JB Capital LLC | 1,367 | -2.57 | 600 | 15.19 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 64,605 | 27.24 | 28,323 | 49.08 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 1,779 | -0.56 | 780 | 17.50 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 27,656 | 10.86 | 13 | 33.33 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5,237 | 0.58 | 2,296 | 18.91 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1,390 | 0.00 | 610 | 18.45 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 285 | 0.00 | 125 | 18.10 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 730 | 320 | ||||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 58,031 | -2.02 | 25,441 | 15.84 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 56,144 | 4.51 | 24,614 | 23.56 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 44,522 | 2.14 | 17 | 0.00 | ||||
2025-07-14 | 13F | Gries Financial Llc | 1,906 | 31.45 | 836 | 55.49 | ||||
2025-04-24 | 13F | Centerline Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 510 | -9.89 | 224 | 6.19 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 993 | -94.00 | 435 | -92.91 | ||||
2025-08-04 | 13F | Balentine LLC | 1,305,513 | -0.24 | 572,337 | 17.94 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 12,059 | 838.44 | 5,290 | 1,011.34 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 180,128 | -1.56 | 78,968 | 16.38 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 425 | -15.00 | 186 | 0.54 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1,924 | 11.60 | 843 | 31.92 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 1,728 | -6.29 | 757 | 10.83 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 18,242 | -3.65 | 7,997 | 13.92 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 774,827 | 0.62 | 339,684 | 18.96 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4,536 | -2.43 | 1,989 | 15.31 | ||||
2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5,875 | -7.17 | 2,576 | 9.76 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 20,714 | 2.43 | 9,091 | 21.09 | ||||
2025-04-09 | 13F | Compass Investment Advisers LLC | 12,271 | 5,037 | ||||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 30,200 | -0.26 | 13 | 18.18 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 50 | 0.00 | 22 | 16.67 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 92,233 | 2.02 | 40,435 | 20.61 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 2,751 | -0.07 | 1,206 | 18.24 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 6,297 | 4.57 | 2,761 | 23.60 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 485 | -22.65 | 213 | -8.62 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 22,817 | 5.04 | 10,003 | 24.19 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 3,433 | -7.42 | 1,576 | 14.70 | ||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 4,274 | -1.16 | 1,874 | 16.84 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 31,188 | 4.64 | 13,673 | 23.72 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | NewSquare Capital LLC | 7 | -99.29 | 3 | -99.18 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 2,916 | -1.69 | 1,279 | 16.29 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 79,870 | 1.41 | 35,015 | 19.89 | ||||
2025-07-23 | 13F | Matisse Capital | 804 | 0.00 | 352 | 18.12 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 71,041 | -1.62 | 31,144 | 16.31 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 173,434 | 1.93 | 76,034 | 20.51 | ||||
2025-07-09 | 13F | Westbourne Investments, Inc. | 6,524 | -0.12 | 2,860 | 18.08 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2,755 | 2.00 | 1,208 | 20.58 | ||||
2025-07-23 | 13F | Golden Reserve Retirement LLC | 463 | 203 | ||||||
2025-05-09 | 13F | Novus Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 5,255 | 1.92 | 2,304 | 20.51 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 6,656 | -2.80 | 2,918 | 14.93 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 158,357 | -8.82 | 69 | 7.81 | ||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 539 | 236 | ||||||
2025-07-28 | 13F | Davidson Trust Co | 9,877 | 3.21 | 4,329 | 22.01 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 421 | 0.00 | 185 | 17.95 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 59,831 | 1,016.67 | 26,231 | 1,220.75 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 6,569 | 2.72 | 2,880 | 21.43 | ||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 665 | 0.00 | 292 | 18.29 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 3,217 | 13.51 | 1,410 | 34.29 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 21,272 | -6.40 | 8,047 | -15.37 | ||||
2025-08-14 | 13F | First Foundation Advisors | 1,137 | -32.84 | 498 | -20.57 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 1,715 | 26.20 | 752 | 49.30 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 4,541 | 3.98 | 1,991 | 22.92 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 15,855 | 3.61 | 6,951 | 22.49 | ||||
2025-04-29 | 13F | Crew Capital Management, Ltd. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 117,772 | 128.63 | 51,631 | 170.31 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 201,089 | 3.00 | 74,568 | -6.95 | ||||
2025-08-08 | 13F | King Wealth | 1,780 | -9.87 | 1 | |||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | VHGEX - Vanguard Global Equity Fund Investor Shares | 15,549 | -71.16 | 6,817 | -65.90 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 1,225 | 537 | ||||||
2025-04-18 | 13F | Financial Partners Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | CHICAGO TRUST Co NA | 1,223 | 536 | ||||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 8,825 | -0.71 | 3,869 | 17.39 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 8,318 | 1.72 | 3,646 | 20.25 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 20,443 | -8.70 | 8,962 | 7.94 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 2,491 | -1.70 | 1,092 | 16.29 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 134,022 | 4.03 | 58,755 | 22.99 | ||||
2025-08-08 | 13F | Petix & Botte Co | 23,555 | 0.19 | 10,327 | 18.44 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 160,665 | -2.10 | 70,436 | 15.74 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 14,706 | 9.55 | 6,447 | 29.51 | ||||
2025-07-29 | 13F | TFC Financial Management | 664 | -13.77 | 291 | 2.11 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 27,528 | 4.04 | 12,068 | 23.00 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 74,906 | -6.56 | 32,839 | 10.47 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 732 | 0.00 | 321 | 18.08 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 28,619 | 12.86 | 12,547 | 33.44 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 13,967 | 4.35 | 6,123 | 23.35 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | IMS Capital Management | 457 | 201 | ||||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 8,039 | 0.00 | 3,524 | 18.26 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 1,047 | 459 | ||||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 28,647 | 8.27 | 12,559 | 28.00 | ||||
2025-07-16 | 13F | Embree Financial Group | 7,832 | 50.64 | 3,434 | 78.15 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 9,468 | -16.90 | 4,151 | -3.58 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 181,207 | 10.95 | 91,190 | 50.57 | ||||
2025-07-22 | 13F | IVC Wealth Advisors LLC | 46,625 | -3.58 | 20,440 | 13.99 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 63 | 0.00 | 28 | 17.39 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 4,632 | 45.07 | 2,031 | 71.45 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 1,179 | -72.79 | 517 | -70.98 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 1,053 | 462 | ||||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 3,477 | 25.21 | 1,524 | 48.10 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 2,615 | 0.00 | 1,147 | 18.27 | ||||
2025-04-15 | 13F | Rockingstone Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 128,706 | 4.23 | 56,425 | 23.22 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | BCS Wealth Management | 12,413 | 0.46 | 5 | 25.00 | ||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 14,583 | -10.26 | 6,357 | 5.60 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 4,314 | 0.00 | 1,891 | 18.26 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 2,280 | 1,000 | ||||||
2025-08-15 | 13F | Morgan Stanley | 14,559,215 | 3.84 | 6,382,762 | 22.76 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 152,640 | 120.96 | 67 | 153.85 | ||||
2025-08-12 | 13F | Argent Trust Co | 5,596 | -9.41 | 2,453 | 7.12 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 21,484 | -0.35 | 9,419 | 17.81 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 4,157 | 1,706 | ||||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 167,739 | -29.52 | 73,537 | -16.68 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 3,823 | -28.34 | 1,676 | -15.27 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 11,951 | 0.00 | 5,239 | 18.24 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 498 | 219 | ||||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 15,034 | -7.84 | 6,591 | 8.94 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 70 | -20.45 | 31 | -6.25 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 18,323 | 8,033 | ||||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 9,708 | 44.85 | 4,256 | 71.27 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 14,448 | -0.86 | 6,334 | 17.23 | ||||
2025-07-09 | 13F | Stony Point Wealth Management Inc. | 678 | 0.00 | 297 | 18.33 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 27,185 | 7.32 | 11,932 | 27.03 | ||||
2025-08-13 | 13F | ASB Consultores, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Alesco Advisors Llc | 620 | 0.00 | 272 | 18.34 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 6,388 | 0.00 | 2,800 | 18.24 | ||||
2025-07-18 | 13F | Swp Financial Llc | 30,374 | -20.12 | 13,316 | -5.56 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 15,126 | -11.59 | 6,693 | 5.52 | ||||
2025-08-13 | 13F | Amundi | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | XRLX - FundX Conservative ETF | 10,185 | 3.98 | 4,465 | 22.94 | ||||
2025-07-29 | 13F | Lesa Sroufe & Co | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 823 | 0.00 | 361 | 18.03 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4,045 | 1.68 | 1,754 | 18.05 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 250,772 | 16.82 | 109,939 | 38.11 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 163,029 | 10.42 | 71,472 | 30.55 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 3,342 | 0.91 | 1,465 | 19.30 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 7,905 | 6.75 | 3,466 | 26.23 | ||||
2025-06-03 | 13F | Invst, LLC | 6,512 | -4.80 | 2,415 | -14.00 | ||||
2025-07-30 | 13F | Retirement Planning Group | 83,429 | -0.20 | 36,575 | 17.99 | ||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 11,831 | -8.18 | 5,187 | 8.54 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 1,769 | -15.32 | 776 | 0.13 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 4,339 | -0.69 | 1,902 | 17.41 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 3,873 | 2.27 | 1,712 | 32.02 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12,041 | 34.97 | 5,279 | 59.60 | ||||
2025-07-24 | 13F | Trevian Wealth Management LLC | 754 | 0.00 | 0 | |||||
2025-08-14 | 13F | Sequent Planning LLC | 1,813 | 70.23 | 795 | 101.01 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 355,130 | 3.15 | 131,689 | -6.80 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 27 | 17.39 | 12 | 37.50 | ||||
2025-08-05 | 13F | Navalign, LLC | 1,540 | -12.85 | 675 | 3.05 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 92,153 | -8.64 | 40,400 | 8.01 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41,371 | 3.63 | 18,137 | 22.52 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 130 | -21.21 | 57 | -8.20 | ||||
2025-08-04 | 13F | Continental Investors Services, Inc. | 1,193 | -1.97 | 523 | 15.74 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3,908 | 36.55 | 1,781 | 65.37 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15,211 | -13.30 | 6,668 | 2.51 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 7,868 | -9.82 | 3,449 | 6.62 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 15,517 | -8.35 | 6,803 | 8.36 | ||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 4,725 | -5.82 | 2,071 | 11.34 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 735,886 | 0.54 | 322,659 | 18.87 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 6,139 | 0.08 | 2,692 | 15.99 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Next Level Private LLC | 3,954 | 2.09 | 1,733 | 20.68 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 17,682 | 0.11 | 7,752 | 18.35 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 897 | 0.00 | 393 | 18.37 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1,191 | 1.19 | 522 | 19.72 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 13,989 | -10.28 | 6,105 | 5.71 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 17,406 | 10.70 | 7,631 | 30.87 | ||||
2025-05-09 | 13F | Prime Buchholz LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 758 | -1.43 | 0 | |||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2,804 | 14.78 | 1,229 | 35.80 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 3,450 | 4.55 | 1,513 | 23.63 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 4,370 | 12.40 | 1,916 | 32.80 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 1,936 | 8.16 | 849 | 27.90 | ||||
2025-08-07 | 13F | Nwam Llc | 42,997 | -53.86 | 19,556 | -43.41 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 1,773 | 0.00 | 777 | 18.26 | ||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 114 | 50 | ||||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10,116 | 3.88 | 4,435 | 22.79 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 52,483 | 48.06 | 23,009 | 75.06 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 2,822 | -35.97 | 1,237 | -24.30 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Put | 9,800 | 4,296 | |||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 8,213 | -0.74 | 3,605 | 17.47 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 81,335 | -21.39 | 35,657 | -7.06 | ||||
2025-04-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 9,766 | 2.93 | 4,281 | 21.69 | ||||
2025-07-29 | 13F | Activest Wealth Management | 588 | -49.66 | 258 | -40.65 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 2,962 | -17.42 | 1,298 | -2.41 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 9,275 | 4,066 | ||||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1,468 | -0.47 | 644 | 17.77 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 3,395 | 0.03 | 1,488 | 18.20 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 75,157 | 0.65 | 32,949 | 18.99 | ||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 82,223 | -10.17 | 36,047 | 6.20 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 9,035 | -0.47 | 3,961 | 17.65 | ||||
2025-07-31 | 13F | Pullen Investment Management, LLC | 842 | 0.00 | 369 | 18.27 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 117 | 51 | ||||||
2025-08-14 | 13F | Chilton Investment Co Llc | 1,561 | -78.64 | 684 | -74.76 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 494 | 199.39 | 217 | 254.10 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 83 | 0.00 | 0 | |||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 4,922 | 0.98 | 2,158 | 19.37 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 13,046 | -8.60 | 5,719 | 8.07 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 3,262 | -4.79 | 1 | 0.00 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,971 | -30.37 | 4,371 | -17.68 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 302,853 | -1.06 | 132,771 | 16.97 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2,349 | -37.86 | 1,030 | -26.55 | ||||
2025-08-07 | 13F | Laffer Investments | 1,260 | 87.78 | 552 | 122.58 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 518 | -15.36 | 227 | 0.00 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 14,466 | 2.49 | 6,343 | 21.19 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 50 | 0.00 | 22 | 16.67 | ||||
2025-07-14 | 13F | Argentarii, LLC | 1,929 | 4.38 | 846 | 23.50 | ||||
2025-07-22 | 13F | Accel Wealth Management | 3,966 | 1.67 | 1,739 | 20.19 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 490 | 215 | ||||||
2025-07-31 | 13F | Harbour Investment Management Llc | 590 | -5.14 | 259 | 12.17 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 9,734 | 1.89 | 4,267 | 20.47 | ||||
2025-08-14 | 13F | Pecaut & Co. | 4,715 | 30.75 | 2,067 | 54.60 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 5,147 | 0.00 | 2,256 | 18.24 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 425 | 31.99 | 186 | 55.46 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 142,109 | -1.75 | 62,300 | 16.15 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 38,996 | -62.41 | 17,096 | -55.56 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 439 | 0.00 | 192 | 18.52 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 12,003 | 2.74 | 4,451 | -7.19 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 11,095 | -22.04 | 4,829 | -8.60 | ||||
2025-07-18 | 13F | Columbia Asset Management | 6,390 | 1.22 | 2,801 | 19.65 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 5,094 | 48.12 | 2,233 | 75.14 | ||||
2025-08-06 | 13F | Forbes Financial Planning, Inc. | 877 | -15.10 | 384 | 0.26 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2,744 | -14.81 | 1,203 | 0.67 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 239,068 | 6.50 | 104,928 | 26.05 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | Put | 372,148 | 162,189 | |||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 1,266 | -0.16 | 555 | 18.09 | ||||
2025-07-16 | 13F | Rezny Wealth Management, Inc. | 323,948 | 1.32 | 142,019 | 19.79 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 5,779 | -0.96 | 2,533 | 17.11 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 5,240 | 2,297 | ||||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 3,354 | -1.84 | 1,471 | 16.02 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 14,928 | 22.46 | 6,544 | 44.78 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 12,056 | -0.74 | 5,285 | 17.37 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1,865 | 0.00 | 818 | 18.23 | ||||
2025-08-05 | 13F | Huntington National Bank | 9,486 | 20.37 | ||||||
2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 1,076 | -5.70 | 472 | 11.35 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 84,703 | 11.98 | 37,134 | 32.39 | ||||
2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Wolff Financial Management Llc | 94,705 | 0.05 | 42 | 17.14 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 15,370 | -25.76 | 6,738 | -12.23 | ||||
2025-08-13 | 13F | Orleans Capital Management Corp/la | 615 | -1.60 | 270 | 16.45 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 34,454 | 1.90 | 15,104 | 20.47 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 6,964 | -2.81 | 3,053 | 14.91 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 605 | 0.00 | 265 | 18.30 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 560 | 0.00 | 246 | 18.36 | ||||
2025-08-07 | 13F | Midwest Trust Co | 31,162 | 13,662 | ||||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 3,207 | 45.24 | 1,189 | 31.24 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 298 | 0.00 | 131 | 18.18 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 895 | -0.89 | 332 | -10.54 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 700 | 6.54 | 307 | 25.93 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1,857 | 0.00 | 814 | 18.31 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 654 | -0.76 | 287 | 17.21 | ||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 16,491 | 9.22 | 7,230 | 29.11 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,022,867 | 15.33 | 448,425 | 36.34 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 7,549 | 4.34 | 3,309 | 23.38 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7,251,506 | -0.66 | 3,179,060 | 17.45 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 40,125 | 0.08 | 17,591 | 18.32 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 10,286 | 3.30 | 4,514 | 22.26 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 2,318 | 0.09 | 1,016 | 18.41 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 1,433 | 0.00 | 628 | 18.27 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 6,615 | -15.39 | 2,900 | 0.00 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 65,841 | 5.07 | 28,865 | 24.22 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 91,915 | 7.43 | 40,296 | 27.01 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 31,377 | 1.61 | 13,756 | 20.13 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 15,518 | 6.32 | 6,820 | 26.02 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 1,588 | 8.92 | 696 | 28.89 | ||||
2025-08-08 | 13F | Wealth Quarterback LLC | 778 | 0.00 | 341 | 18.06 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,257 | 38.55 | 989 | 42.30 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 549 | 241 | ||||||
2025-07-10 | 13F | Clare Market Investments LLC | 825 | 0.00 | 362 | 18.36 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 6,865 | -1.05 | 3,010 | 16.99 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 929 | -1.80 | 407 | 16.29 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 269 | 0.00 | 118 | 18.18 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 4,379 | -17.21 | 1,920 | -2.14 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 273 | 0.00 | 120 | 17.82 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 1,045 | 2.45 | 458 | 21.16 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 8,701 | 1.59 | 3,815 | 20.09 | ||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 3,602 | -41.31 | 1,581 | -30.55 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 551 | 0.00 | 242 | 18.14 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 582 | 0.00 | 255 | 18.60 | ||||
2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 570 | 2.15 | 250 | 20.87 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB | 146,387 | -4.18 | 64,176 | 13.29 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 10,870 | 0.45 | 4,771 | 18.92 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 1,404 | -0.92 | 615 | 17.14 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 9,907 | 8.64 | 4,343 | 28.45 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 139 | 0.00 | 61 | 17.65 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 11,348 | 0.01 | 4,975 | 18.26 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 148,666 | -2.98 | 65,175 | 14.70 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 13,632 | 2.80 | 6 | 25.00 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 576,028 | -1.73 | 252,531 | 16.18 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3,483 | -2.16 | 1,527 | 15.61 | ||||
2025-07-11 | 13F | Petredis Investment Advisors Llc | 1,701 | 0.00 | 746 | 18.25 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 5,012 | -6.74 | 2,197 | 10.29 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 2,211 | 124.01 | 969 | 164.75 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 408 | 55.13 | 179 | 84.54 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 49,859 | 16.92 | 21,858 | 38.23 | ||||
2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 25,599 | 4.80 | 11,222 | 23.90 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 41,318 | -13.38 | 18,114 | 2.40 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 5,870 | 2.62 | 2,573 | 21.31 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 532 | -1.30 | 233 | 17.09 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 4,637 | -3.74 | 2,033 | 13.77 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 73,431 | 9.89 | 32,192 | 29.92 | ||||
2025-07-28 | 13F | Stegner Investment Associates Inc. | 547 | -8.07 | 240 | 8.64 | ||||
2025-08-08 | 13F | Brickley Wealth Management | 120,887 | -0.25 | 52,997 | 17.93 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 13,325 | -1.63 | 5,842 | 16.29 | ||||
2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 1,030 | 0.00 | 382 | -9.72 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 1,576 | 40.84 | 691 | 66.67 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 2,322 | 7.80 | 1,018 | 27.44 | ||||
2025-07-16 | 13F | Jentner Corp | 161,563 | 0.97 | 70,829 | 19.37 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 9,185,671 | 45,809.99 | 21 | -99.73 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 487 | 214 | ||||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 1,161 | 14.84 | 509 | 35.83 | ||||
2025-08-12 | 13F | Viawealth, Llc | 2,692 | 1.09 | 1,180 | 19.55 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 406 | 37.63 | 178 | 62.39 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 1,314 | 2.18 | 1 | |||||
2025-08-14 | 13F | Waterford Advisors, LLC | 1,280 | -97.94 | 28,105 | 22.10 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 14,444 | 33.03 | 6,332 | 57.28 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 1,166 | 0.00 | 511 | 18.29 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 2,039 | -2.35 | 894 | 15.50 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 7,741 | -3.83 | 3,394 | 13.71 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 1,758,337 | 2.63 | 770,855 | 21.33 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 686,901 | -9.01 | 301,137 | 7.57 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 905 | -43.22 | 397 | -39.45 | ||||
2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 681 | 0.00 | 299 | 18.25 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 3,128 | -5.44 | 1,170 | 2.72 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 4,702 | -1.59 | 2,061 | 16.37 | ||||
2025-07-16 | 13F | Marmo Financial Group, LLC | 62,794 | 0.55 | 27,529 | 18.88 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 24,130 | 11.33 | 10,579 | 31.62 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 4,915 | 0.00 | 2,157 | 18.39 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 5,720 | -2.34 | 2 | 0.00 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 4,603 | -40.34 | 2,018 | -29.47 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,785,539 | 2.18 | 782,781 | 20.80 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 980 | -11.15 | 430 | 4.89 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 27,810 | -0.65 | 12,192 | 17.47 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 250,803 | 38.67 | 96,818 | 44.36 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 587 | 4.82 | 257 | 24.15 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 853 | -42.21 | 316 | -47.77 | ||||
2025-04-23 | 13F | Ami Asset Management Corp | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Dodds Wealth, LLC | 105,319 | 265.77 | 46,172 | 332.43 | ||||
2025-07-10 | 13F | Security National Bank | 450 | 0.00 | 197 | 18.67 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 642 | 0.00 | 281 | 18.07 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 4,846 | 7.02 | 2,125 | 26.50 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 13,173 | -5.04 | 5,775 | 12.27 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 18,224 | 11.07 | 7,989 | 31.31 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 2,610 | 30.70 | 1,144 | 54.59 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 1,003 | -21.39 | 440 | -7.19 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 21,735 | 0.86 | 9,529 | 19.23 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 174,226 | 4.11 | 76,381 | 23.08 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 1,012 | 45.40 | 375 | 31.58 | ||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 14,198 | 0.02 | 6,224 | 18.26 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 3,360 | -53.83 | 1,473 | -45.44 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 704 | 11.57 | 308 | 32.19 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 9,803 | 56.07 | 4,298 | 84.50 | ||||
2025-05-09 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Cohen Klingenstein LLC | 14,733 | 0.51 | 6,459 | 18.82 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 54,639 | 36.15 | 23,954 | 60.96 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 27,303 | -5.71 | 11,970 | 11.47 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 47,449 | 5.46 | 20,802 | 24.68 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 1,391 | -26.52 | 610 | -13.12 | ||||
2025-08-11 | 13F | Angeles Investment Advisors, LLC | 22,219 | 1.04 | 9,741 | 19.45 | ||||
2025-07-28 | 13F | Aries Wealth Management | 37,978 | 1.34 | 16,650 | 19.81 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 14,980 | 11.41 | 6,567 | 31.74 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 1,086 | -3.72 | 476 | 13.88 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 3,300 | 21.77 | 1,447 | 44.02 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 1,978 | 0.00 | 901 | 22.78 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 14,743 | -0.41 | 6,463 | 17.74 | ||||
2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 856 | -5.10 | 375 | 12.28 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 48,991 | 2.23 | 21,478 | 20.88 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 2,058 | -0.24 | 902 | 17.91 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 1,693 | 0.00 | 742 | 18.34 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 583 | -98.86 | 254 | -98.68 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 22,871 | -72.37 | 10,024 | -67.34 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 3,843 | -2.63 | 1,677 | 14.71 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 4 | 0.00 | 2 | 0.00 | ||||
2025-08-13 | 13F | Saiph Capital, LLC | 4,313 | 5.20 | 1,891 | 24.34 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 445,182 | 0.00 | 195,168 | 18.22 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 2,816 | 0.00 | 1,234 | 18.20 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 1,890 | -46.66 | 829 | -36.94 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 970 | 0.00 | 425 | 18.38 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Seeds Investor Llc | 12,179 | -6.78 | 5,339 | 10.22 | ||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 886 | 2.67 | 388 | 21.25 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 42,821 | 1.84 | 18,773 | 23.14 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 5,528 | 24.76 | 2,424 | 47.47 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 1,316 | 0.00 | 577 | 18.28 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 1,341 | 2.76 | 588 | 21.28 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 143 | 0.00 | 63 | 16.98 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 2,003 | -0.99 | 878 | 17.07 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 3,308 | -1.78 | 1,450 | 16.19 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 131,523 | 0.82 | 57,660 | 19.20 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 1,470 | -0.94 | 644 | 17.09 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 8,212 | 12.34 | 3,600 | 32.84 | ||||
2025-08-12 | 13F | Holderness Investments Co | 2,330 | 9.85 | 1,021 | 29.90 | ||||
2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 965 | 423 | ||||||
2025-08-18 | 13F | Front Row Advisors LLC | 17 | 0.00 | 7 | 16.67 | ||||
2025-07-17 | 13F | New Perspectives, Inc | 1,819 | 0.00 | 797 | 18.25 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 2,231 | -0.62 | 978 | 17.55 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 1,098 | 0.00 | 481 | 18.18 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 1,566 | 5.45 | 687 | 24.73 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 204,775 | 20.29 | 89,773 | 42.21 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 1,307 | -85.62 | 573 | -83.00 | ||||
2025-08-06 | 13F | Carnegie Lake Advisors LLC | 1,333 | 17.86 | 1 | |||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Clarius Group, LLC | 31,425 | 0.00 | 13,777 | 18.22 | ||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 1,492 | 10.93 | 654 | 31.33 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 11,604 | 0.00 | 5,087 | 18.25 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | -94.29 | 2 | -96.00 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 724 | 0.00 | 320 | 34.45 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 4,578 | -8.93 | 2,007 | 7.67 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Squarepoint Ops LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Ironwood Financial, llc | 5,486 | 0.00 | 2,034 | 0.00 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 532,190 | 0.01 | 233 | 18.27 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 1,263 | -7.88 | 554 | 8.86 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 113,281 | -29.56 | 49,694 | -16.70 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 1,030 | 9.57 | 452 | 29.60 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 42,195 | -6.42 | 18,498 | 10.63 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 29,987 | 0.00 | 13,156 | 18.31 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 637 | 0.00 | 279 | 18.22 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 708 | -68.21 | 310 | -62.42 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 50,450 | 5.83 | 22,117 | 25.12 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 16,345 | 22.68 | 7,166 | 45.04 | ||||
2025-08-12 | 13F | Umpqua Bank | 652 | 0.00 | 286 | 18.26 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 62 | 1.64 | 27 | 22.73 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 544 | 0.00 | 238 | 18.41 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 1,543 | 4.05 | 676 | 23.13 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 1,534 | 50.39 | 673 | 77.78 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 124 | 54 | ||||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 410,717 | 2.67 | 180,058 | 21.38 | ||||
2025-08-13 | 13F | Jump Financial, LLC | 4,241 | 1,859 | ||||||
2025-08-13 | 13F | Keystone Financial Group | 17,528 | 4.85 | 7,684 | 23.96 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 10 | 0.00 | 4 | 33.33 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 70,173 | 5.38 | 30,764 | 24.59 | ||||
2025-07-25 | 13F | MOKAN Wealth Management Inc. | 9,191 | -29.64 | 4,028 | -16.83 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 37,956 | -46.62 | 16,640 | -36.89 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 35,128 | 27.04 | 15,400 | 50.19 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 15,651 | 29.27 | 6,861 | 52.84 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,503 | 0.00 | 659 | 18.31 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 2,825 | 0.75 | 1,239 | 19.15 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Cumberland Advisors Inc | 15,658 | -0.10 | 6,864 | 18.12 | ||||
2025-08-12 | 13F | one8zero8, LLC | 148 | -78.58 | 65 | -75.00 | ||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 1,395 | 0.00 | 612 | 18.18 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 3,619,723 | -0.04 | 1,586,883 | 18.18 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 2,407 | 1,055 | ||||||
2025-07-16 | 13F | Novem Group | 31,126 | 0.79 | 13,646 | 19.16 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 474 | 208 | ||||||
2025-07-14 | 13F | Foster Group, Inc. | 2,439 | 23.00 | 1,069 | 45.44 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 40,016 | 1,696.05 | 17,543 | 2,023.85 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 2,763 | -0.90 | 1,211 | 17.23 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 1,053 | 72.91 | 462 | 104.89 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 968 | -3.10 | 424 | 14.59 | ||||
2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 57,674 | 44.36 | 25,284 | 70.68 | ||||
2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 1,086 | 0.00 | 476 | 18.41 | ||||
2025-08-07 | 13F | Summit X, LLC | 1,516 | 94.86 | 665 | 130.56 | ||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 901 | 0.90 | 334 | -8.74 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2,715 | 0.00 | 1,190 | 18.29 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 924,632 | 17.84 | 402,225 | 38.11 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 90 | 0.00 | 0 | |||||
2025-07-29 | 13F | Balboa Wealth Partners | 1,169 | 93.22 | 512 | 128.57 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 205 | 1.99 | 90 | 20.27 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33,395 | -26.79 | 14,640 | -17.00 | ||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 694 | 304 | ||||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 12,914 | -0.54 | 5,661 | 17.59 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 1,798 | -0.94 | 788 | 17.09 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 1,498 | 43.76 | 1 | |||||
2025-07-10 | 13F | American Financial Advisors, LLC | 637 | 0.95 | 279 | 19.23 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 77,773 | 0.02 | 34,096 | 18.24 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 2,739 | 0.00 | 1,201 | 18.23 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 0 | 0 | ||||||
2025-07-21 | 13F | Ascent Group, LLC | 24,051 | -9.29 | 10,544 | 7.25 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 7,555 | -2.39 | 3,312 | 15.40 | ||||
2025-07-30 | 13F | Jacobsen Capital Management | 102,375 | 2.08 | 44,881 | 20.69 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 15,008 | 12.62 | 6,580 | 33.15 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 5,341 | 3.49 | 2,341 | 22.37 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 823 | 0.00 | 361 | 18.03 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 20,546 | -0.66 | 9,007 | 17.45 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 2,130 | -1.21 | 934 | 16.77 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 7,860 | -5.42 | 3,451 | 11.94 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 13,689 | 6,001 | ||||||
2025-08-06 | 13F | SP Asset Management LLC | 116,169 | 5.79 | 50,929 | 25.07 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6,924 | 9.57 | 3,039 | 29.71 | ||||
2025-07-29 | 13F | DeDora Capital, Inc. | 71,150 | -1.55 | 31,192 | 16.40 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 29,524 | 0.69 | 12,944 | 19.04 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 4,357 | 94.68 | 1,910 | 130.40 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 1,051 | -13.99 | 461 | -3.77 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 105 | -4.55 | 46 | 15.00 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 9,396 | 4.37 | 4,119 | 23.40 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1,117 | 3.52 | 490 | 22.25 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 3,975 | -6.27 | 1,743 | 0.11 | ||||
2025-07-07 | 13F | Verde Capital Management | 1,032 | 17.81 | 452 | 39.51 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2,130 | -7.87 | 935 | 8.98 | ||||
2025-07-17 | 13F | G&S Capital LLC | 3,013 | -4.29 | 1,321 | 13.11 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5,686 | 67.28 | 2,493 | 97.78 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 160 | 70 | ||||||
2025-08-12 | 13F | Fairscale Capital, LLC | 1,176 | 0.00 | 535 | 22.71 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 35,369 | -1.22 | 16 | 15.38 | ||||
2025-07-11 | 13F | Myecfo, Llc | 2,218 | -0.22 | 972 | 17.96 | ||||
2025-05-14 | 13F | Paces Ferry Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 177 | 0.00 | 78 | 18.46 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 1,911 | -0.88 | 838 | 17.23 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 153,529 | 13.02 | 67,307 | 33.62 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 1,190 | -12.05 | 522 | 3.99 | ||||
2025-07-16 | 13F | Global Wealth Management, LLC | 874 | -17.78 | 388 | -1.78 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 762 | -6.96 | 334 | 10.23 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 8,228 | -8.97 | 3,685 | 15.99 | ||||
2025-07-28 | 13F | Harbour Trust & Investment Management Co | 480 | 210 | ||||||
2025-08-08 | 13F | VeraBank, N.A. | 53,959 | 22.54 | 23,656 | 44.86 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 3,593 | 0.00 | 1,575 | 18.24 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 18,557 | -0.05 | 8,135 | 18.16 | ||||
2025-08-12 | 13F | Zacks Investment Management | 2,571 | -13.02 | 1,127 | 2.83 | ||||
2025-07-24 | 13F | Eastern Bank | 1,367 | -31.44 | 599 | -18.94 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 100,281 | -2.10 | 43,963 | 15.74 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 715 | 0.00 | 314 | 18.11 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 157 | -90.53 | 69 | -88.93 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 571 | -8.05 | 250 | 8.70 | ||||
2025-08-13 | 13F | M&t Bank Corp | 99,497 | -11.99 | 43,620 | 4.05 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 1,310 | 61.73 | 574 | 91.33 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 43,126 | 8.32 | 18,907 | 28.06 | ||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 1,438 | 0.00 | 630 | 18.20 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 499,388 | -1.64 | 218,932 | 16.28 | ||||
2025-07-15 | 13F | Maseco Llp | 1,365 | 598 | ||||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 37,209 | 4.88 | 16,312 | 24.00 | ||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 680 | -9.81 | 298 | 6.81 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 156 | -3.70 | 68 | 13.33 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3,955 | 4.13 | 1,734 | 23.08 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 9,625 | -2.32 | 4,219 | 15.46 | ||||
2025-08-14 | 13F | Glenview Trust Co | 3,849 | 1.21 | 1,687 | 19.65 | ||||
2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 24,279 | -1.02 | 10,644 | 17.01 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 736 | 323 | ||||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 14,090 | -0.09 | 6,177 | 18.13 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 1,114 | -5.19 | 488 | 12.18 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 740 | 0.00 | 324 | 18.25 | ||||
2025-07-31 | 13F | Strata Wealth Advisors, LLC | 119,330 | 5.36 | 52,314 | 24.56 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 494 | 0.00 | 217 | 18.03 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 4,326 | 1,897 | ||||||
2025-08-14 | 13F | UBS Group AG | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-21 | 13F | Pflug Koory, LLC | 11 | 5 | ||||||
2025-08-12 | 13F | Martin Worley Group | 15,860 | 64.76 | 6,953 | 94.82 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 495 | -13.91 | 217 | 1.88 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 622 | 7.24 | 273 | 26.51 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 546 | 0.00 | 239 | 18.32 | ||||
2025-08-04 | 13F | Evergreen Advisors, LLC | 461 | 202 | ||||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 25,708 | -1.10 | 9,533 | 17.97 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 68,833 | 6.04 | 30,171 | 25.34 | ||||
2025-07-11 | 13F | LongView Wealth Management | 16,754 | -24.45 | 7,345 | -10.68 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8,489 | 5.17 | 3,722 | 24.24 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 75 | 0.00 | 0 | |||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 73,998 | -1.93 | 32,441 | 15.94 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 65,828 | 0.31 | 28,859 | 18.60 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 807 | -15.14 | 354 | 0.28 | ||||
2025-08-19 | 13F | Element Pointe Advisors, Llc | 16,190 | 0.00 | 7,098 | 18.22 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 2,294 | 29.09 | 1,006 | 52.74 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 22,745 | -11.25 | 9,971 | 4.94 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 1,960 | -26.40 | 727 | -3.59 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 46,428 | -7.23 | 20,354 | 9.68 | ||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 157 | 0.00 | 69 | 17.24 | ||||
2025-08-11 | 13F | Sprott Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 9,530 | 18.34 | 4,178 | 39.92 | ||||
2025-08-13 | 13F | Lauer Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-04-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 2,700 | 5.72 | 1,095 | 4.89 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 567 | 0.00 | 249 | 18.10 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 460 | 202 | ||||||
2025-07-18 | 13F | Vicus Capital | 16,572 | -3.49 | 7,265 | 14.10 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 1,065 | 0.00 | 467 | 18.23 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 1,533 | 0.00 | 672 | 18.31 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 7,539 | 3,305 | ||||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 3,302 | -1.78 | 1,448 | 16.13 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 882 | -38.11 | 387 | -26.89 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 284,047 | -0.31 | 124,526 | 17.85 | ||||
2025-05-14 | 13F | BancorpSouth Bank | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Planwiser Financial, Llc | 11,864 | 1.94 | 5,409 | 20.84 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 13,838 | 1.62 | 6,067 | 20.14 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 19,174 | -0.28 | 8 | 14.29 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 3,710 | -79.02 | 1,626 | -75.20 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 461,551 | -2.69 | 202,344 | 15.05 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 5,693 | 11.72 | 2,416 | 27.85 | ||||
2025-07-23 | 13F | Equitable Trust Co | 8,914 | -0.40 | 3,908 | 17.75 | ||||
2025-05-12 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 32 | 14 | ||||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 36,702 | 0.07 | 16,090 | 18.32 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 29,125 | -1.87 | 12,768 | 16.02 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 40,335 | 4.38 | 17,703 | 23.55 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 116,307 | 4.17 | 51,047 | 23.29 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 619 | -0.48 | 272 | 17.83 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 2,333 | 0.00 | 1,023 | 18.15 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 553 | 242 | ||||||
2025-08-14 | 13F | Strategic Wealth Designers | 315 | -89.83 | 138 | -89.13 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 8,157 | -0.44 | 3,576 | 17.68 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 9,641 | 4,227 | ||||||
2025-08-01 | 13F | Chilton Capital Management Llc | 729 | -33.55 | 320 | -21.43 | ||||
2025-05-07 | 13F | Horan Capital Advisors, LLC. | 1,169 | 0.00 | 433 | -9.60 | ||||
2025-07-29 | 13F | Ballast, Inc. | 565 | 248 | ||||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 555 | -38.06 | 243 | -26.81 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 203,555 | -4.03 | 89,239 | 13.46 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 1,289 | -0.39 | 565 | 17.95 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 21,543 | -0.22 | 9,444 | 17.96 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 1,758 | 5.52 | 771 | 24.80 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 60,062 | -0.26 | 26,331 | 17.92 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 2,689 | 1 | ||||||
2025-08-01 | 13F | Motco | 4,675 | 3.80 | 2,128 | 27.37 | ||||
2025-08-14 | 13F | Rodgers Brothers Inc. | 1,247 | 0.81 | 547 | 19.21 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 635 | 0 | ||||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 714 | 11.74 | 313 | 32.63 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4,930 | 27.03 | 2,161 | 50.17 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 2,424 | 308.08 | 1,063 | 408.13 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 1,323 | 20.16 | 580 | 41.91 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 5,506 | -0.04 | 2,415 | 18.16 | ||||
2025-07-17 | 13F | Oak Family Advisors, Llc | 480 | 210 | ||||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 775 | -2.27 | 340 | 15.31 | ||||
2025-07-23 | 13F | Sachetta, LLC | 429 | -11.36 | 188 | 5.03 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1,800 | -2.54 | 789 | 15.35 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 67,718 | -1.01 | 29,688 | 17.03 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 86,306 | 4.16 | 37,837 | 23.15 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 1,705 | 748.26 | 1 | |||||
2025-08-14 | 13F | Sei Investments Co | 1,468,303 | -3.91 | 643,706 | 13.60 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 866 | -0.69 | 380 | 17.34 | ||||
2025-08-05 | 13F | Burney Co/ | 3,453 | -15.60 | 1,514 | -0.26 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 11,371 | 7.07 | 4,985 | 26.59 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 650 | 0.00 | 285 | 17.84 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1,102 | 0.64 | 483 | 18.97 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 10,028 | -15.62 | 4,572 | 3.74 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 98,069 | 2.53 | 42,993 | 21.21 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25,180 | 32.19 | 11,039 | 56.29 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 744 | 326 | ||||||
2025-07-31 | 13F | Curio Wealth, Llc | 47 | 4,600.00 | 21 | 5.26 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 22 | -29.03 | 10 | -18.18 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 98,751 | -31.54 | 43,293 | -26.88 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 3,763 | -30.95 | 1,642 | -18.68 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 36,304 | -7.86 | 15,874 | 8.66 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 220 | 0.00 | 96 | 18.52 | ||||
2025-08-12 | 13F | Summit Global Investments | 1,204 | -11.34 | 1 | |||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 2,108 | 0.00 | 924 | 18.31 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 3,204 | 20.68 | 1,405 | 42.68 | ||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 714 | 0.00 | 313 | 18.56 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,204 | 0.58 | 528 | 18.96 | ||||
2025-07-18 | 13F | Community Financial Services Group, LLC | 519 | 228 | ||||||
2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 27,038 | -2.85 | 11,854 | 14.85 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 18,350 | 0.00 | 8,044 | 18.22 | ||||
2025-08-05 | 13F | Lincoln National Corp | 698,089 | 0.17 | 306,042 | 18.42 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 7,220 | 4.17 | 3,165 | 23.20 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 754 | 331 | ||||||
2025-08-11 | 13F | EMC Capital Management | 32,830 | 232.25 | 14 | 366.67 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 1,354 | -0.44 | 594 | 17.66 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 490 | 0 | ||||||
2025-07-17 | 13F | Crane Advisory, LLC | 169,430 | -9.31 | 74,825 | 11.19 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,329,175 | 0.40 | 1,021,110 | 18.70 | ||||
2025-08-12 | 13F | Archer Investment Corp | 2,049 | 3.48 | 898 | 22.34 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 2,540 | 12.94 | 1,114 | 33.61 | ||||
2025-07-31 | 13F | GenTrust, LLC | 40,121 | -8.62 | 17,609 | 8.16 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 6,880 | -11.27 | 3,020 | 5.01 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 127,749 | 3.17 | 56,005 | 21.97 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 107,506 | -6.30 | 47 | 11.90 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 3,284 | 0.00 | 1,440 | 18.24 | ||||
2025-07-23 | 13F | Foundation Wealth Management, LLC | 834 | 0.00 | 365 | 18.51 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 13,153 | -1.69 | 5,767 | 16.23 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 9,131 | 0.12 | 4,003 | 18.40 | ||||
2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Krilogy Financial LLC | 38,708 | 7.76 | 16,970 | 27.40 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 4,424 | 1.44 | 1,939 | 19.91 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 16,047 | 27.83 | 7,035 | 51.14 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 24,616 | 1.64 | 10,792 | 20.15 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 4,582 | 6.02 | 2,009 | 25.34 | ||||
2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 471 | 206 | ||||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 529,933 | 5.08 | 232,323 | 24.22 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 903,783 | 4.10 | 396,240 | 23.07 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 4,594 | 111.90 | 2,014 | 150.50 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 24,532 | 22.60 | 10,755 | 44.93 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,069 | 104.79 | 469 | 143.01 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Sepio Capital, LP | 1,940 | 10.16 | 851 | 30.17 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 618 | -1.12 | 271 | 16.88 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 1,008 | -5.26 | 442 | 11.93 | ||||
2025-08-04 | 13F | NWK Group, Inc. | 17 | 0.00 | 7 | 16.67 | ||||
2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 572 | -58.13 | 251 | -50.59 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 939 | 0.00 | 412 | 18.10 | ||||
2025-08-06 | 13F | DDFG, Inc | 37,672 | 5.61 | 16,515 | 24.86 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 351 | 0.00 | 154 | 17.69 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 54,539 | 2.45 | 23,910 | 21.11 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 21,259 | 2.34 | 9,320 | 20.99 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 882 | -4.34 | 387 | 12.87 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1,615 | -21.98 | 708 | -7.69 | ||||
2025-07-15 | 13F | Graypoint LLC | 11,873 | -0.05 | 5,205 | 18.17 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 41,549 | -53.41 | 18,215 | -44.92 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 42,202 | -11.30 | 18,501 | 4.87 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 786 | -19.22 | 343 | -0.87 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 1,174 | -1.84 | 515 | 16.03 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 29,378 | 47.24 | 13 | 71.43 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 1,582 | -1.62 | 705 | 28.00 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 571 | -1.72 | 250 | 16.28 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 43,375 | 4.70 | 19,016 | 23.78 | ||||
2025-08-04 | 13F | Atria Investments Llc | 169,030 | -3.98 | 74,103 | 13.52 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 70,936 | -1.44 | 31,098 | 16.52 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 1,524 | -6.22 | 669 | 10.96 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 33,691 | 5.80 | 14,770 | 25.08 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 80,124 | 1.51 | 35,126 | 20.01 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 312 | 0.00 | 137 | 18.26 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 19,765 | 2.23 | 8,665 | 20.87 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 181,691 | 6.91 | 79,653 | 26.39 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 47,513 | -0.34 | 20,854 | 17.95 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 2,464 | 0.16 | 1,078 | 18.20 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 737 | 0.27 | 323 | 18.75 | ||||
2025-08-07 | 13F | Future Fund LLC | 900 | 395 | ||||||
2025-07-28 | 13F | 5th Street Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Fiduciary Group LLC | 1,754 | -0.17 | 769 | 17.97 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 24,566 | 17.07 | 11 | 42.86 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 1,661 | 32.67 | 728 | 56.90 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 142,204 | -1.98 | 62,349 | 15.89 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 2,244 | -1.19 | 984 | 16.75 | ||||
2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Systelligence, LLC | 26,781 | 11,741 | ||||||
2025-08-01 | 13F | First National Trust Co | 2,025 | -2.97 | 888 | 14.75 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 226,185 | -0.21 | 99,274 | 18.11 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 16,563 | 3.78 | 7,261 | 22.71 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1,611 | 0.69 | 707 | 19.06 | ||||
2025-08-05 | 13F | Rockline Wealth Management, LLC | 611 | -6.86 | 268 | 9.88 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2,631 | 0.00 | 1,153 | 18.26 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 981 | 42.17 | 430 | 68.63 | ||||
2025-07-15 | 13F | Bank Of Stockton | 820 | 0.00 | 359 | 18.09 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,971 | 2,179 | ||||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 2,578 | 0.00 | 1,130 | 18.32 | ||||
2025-07-21 | 13F | Riverview Trust Co | 64 | 0.00 | 28 | 21.74 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 28,568 | -6.72 | 12,524 | 10.28 | ||||
2025-07-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 194,287 | -6.04 | 80,268 | -4.33 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 1,879 | 0.00 | 824 | 18.25 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 1,727 | 1.77 | 757 | 20.35 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 2,298 | 22.17 | 1,007 | 44.48 | ||||
2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1,094 | -1.17 | 480 | 16.83 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 15,433 | 3.51 | 6,766 | 22.38 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 4,290 | 3.82 | 1,881 | 22.72 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 1,065 | 0.00 | 467 | 18.27 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 2,298 | 0.00 | 1,007 | 18.19 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 10,533 | -96.99 | 4,617 | -96.44 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 60,008 | -2.06 | 26,307 | 15.79 | ||||
2025-07-30 | 13F | Advantage Trust Co | 48,249 | 1.03 | 21,152 | 19.44 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 45,597 | -3.07 | 19,990 | 14.60 | ||||
2025-08-05 | 13F | Snider Financial Group | 1,080 | 0.00 | 473 | 18.25 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 2,829 | 0.00 | 1,240 | 18.21 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 60,165 | 4.30 | 26,377 | 23.32 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Unique Wealth, Llc | 1,349 | -6.97 | 591 | 10.06 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 4,243 | 6.23 | 1,860 | 25.59 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 127,637 | 2.49 | 55,956 | 21.16 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 46 | 0.00 | 20 | 17.65 | ||||
2025-07-10 | 13F | Park Capital Management, LLC / WI | 620 | 0.00 | 272 | 18.34 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 5,915 | -0.24 | 2,593 | 17.97 | ||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 1,441 | -0.07 | 632 | 18.16 | ||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 17,246 | -1.51 | 7,560 | 16.45 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 676,316 | 0.41 | 296,497 | 18.71 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 37,289 | 0.50 | 16,348 | 18.81 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 1,424 | 18.57 | 624 | 40.22 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 28,123 | 20.77 | 12,329 | 42.77 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 85,637 | 7.12 | 37,543 | 26.65 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 2,406 | 0.33 | 1,055 | 18.56 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 352 | -63.33 | 154 | -56.62 | ||||
2025-08-12 | 13F | Perritt Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 744 | 326 | ||||||
2025-08-06 | 13F | Horan Securities, Inc. | 2,519 | 16.67 | 1,104 | 38.00 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 23,074 | -1.38 | 9,533 | 15.69 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 18,566 | 1.72 | 8,149 | 20.39 | ||||
2025-07-11 | 13F | Arrow Investment Advisors, LLC | 2,740 | -7.93 | 1,201 | 8.88 | ||||
2025-07-29 | NP | ORILX - NORTH SQUARE MULTI STRATEGY FUND CLASS A | 7,100 | -18.39 | 2,933 | -16.89 | ||||
2025-04-28 | 13F | FSR Wealth Management Ltd. | 0 | -100.00 | 0 | |||||
2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 217,710 | 100.99 | 95,444 | 114.68 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 1,116 | 0.00 | 489 | 18.40 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 49,500 | 25.32 | 21,701 | 48.32 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 4,148 | 0.00 | 1,819 | 18.21 | ||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 46,702 | -13.68 | 17,318 | -22.02 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 256 | -36.16 | 112 | -24.32 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 29,641 | 6.93 | 12,995 | 26.41 | ||||
2025-08-06 | 13F | North Capital, Inc. | 45 | 0.00 | 20 | 18.75 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 8,910 | 57.25 | 3,906 | 86.00 | ||||
2025-08-12 | 13F | Ade, Llc | 6,321 | -0.39 | 2,771 | 17.76 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2,692 | 11.29 | 1,180 | 31.55 | ||||
2025-04-28 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1,228,937 | 97.74 | 538,790 | 133.78 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 9,211 | -0.27 | 4,038 | 17.93 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 228,602 | -1.28 | 100,218 | 16.71 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 3,094 | -4.95 | 1,356 | 12.34 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 1,157 | -21.02 | 507 | -6.63 | ||||
2025-07-30 | 13F | ARK Investment Management LLC | 275 | 6,775.00 | 120 | 11,900.00 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 476 | 11.48 | 209 | 20.23 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1,336 | -0.22 | 586 | 15.61 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 580 | 0.00 | 254 | 18.14 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 1,293 | 2.78 | 567 | 21.46 | ||||
2025-04-22 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | -100.00 | 0 | |||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 1,804 | -11.39 | 791 | 4.77 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 872 | -4.49 | 382 | 13.02 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 868 | 0.00 | 380 | 18.38 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 1,008 | 0.00 | 442 | 18.50 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 2,016 | 0.00 | 884 | 18.21 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2,657 | -2.03 | 1,165 | 15.82 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 678 | 5.61 | 297 | 24.79 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 50,734 | -1.92 | 22,242 | 15.95 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 407 | -22.62 | 178 | -8.72 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 80 | 0.00 | 35 | 20.69 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 9,236 | -14.04 | 4,049 | 1.61 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 612 | 0.00 | 268 | 18.06 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 12,432 | 2.50 | 5,450 | 21.19 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 11,090 | 0.00 | 4,862 | 13.97 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 5,272 | 2.17 | 2,311 | 20.81 | ||||
2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 180 | -37.93 | 79 | -26.17 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 9,783 | -1.76 | 4,289 | 16.14 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 1,456 | -0.82 | 638 | 17.28 | ||||
2025-08-14 | 13F | Dividend Asset Capital, Llc | 878 | 2.09 | 385 | 20.75 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 1,050 | -1.59 | 460 | 16.46 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 17,880 | 4.60 | 7,839 | 23.67 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 997 | 0.00 | 437 | 18.43 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 31,383 | 2.79 | 13,759 | 21.53 | ||||
2025-05-05 | 13F | Arrow Financial Corp | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 534 | -3.09 | 234 | 14.71 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 49,843 | -2.58 | 21,851 | 15.17 | ||||
2025-08-01 | 13F | Jennison Associates Llc | 3,060 | -57.76 | 1,341 | -50.07 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 1,453 | 0.00 | 637 | 18.40 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 1,337 | 11.60 | 586 | 31.98 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 4,554 | 10.37 | 1,999 | 30.65 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 137,075 | 3.23 | 60,093 | 22.04 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 608 | -4.85 | 267 | 12.71 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 48,785 | -4.31 | 21,388 | 13.12 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 1,912 | 0.00 | 838 | 18.19 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 1,774 | -3.17 | 778 | 14.43 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 3,062 | 1,342 | ||||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 2,532 | 26.41 | 1,110 | 49.60 | ||||
2025-07-21 | 13F | Capital Planning LLC | 16,690 | 0.77 | 7,325 | 19.28 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 2,854 | -0.04 | 1,251 | 18.24 | ||||
2025-08-04 | 13F | Golden Road Advisors Llc | 104,994 | 5.59 | 46,030 | 24.84 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,474 | 0.08 | 1,085 | 18.34 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 160,220 | 0.46 | 70,240 | 18.77 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 485 | 213 | ||||||
2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 734 | 0.00 | 322 | 15.88 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3,566 | -2.99 | 1,563 | 14.67 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 15 | 7 | ||||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 14,402 | -1.20 | 6,314 | 16.82 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 2,628 | 16.64 | 1,152 | 37.96 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 847 | -2.87 | 389 | 15.13 | ||||
2025-08-13 | 13F | KilterHowling LLC | 3,602 | 0.00 | 1,579 | 13.03 | ||||
2025-07-22 | 13F | Strid Group, LLC | 1,353 | 0.00 | 593 | 18.36 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 7,617 | 27.76 | 3,339 | 51.02 | ||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 659 | 0.00 | 289 | 18.03 | ||||
2025-08-11 | 13F | Tidemark, LLC | 382 | -19.24 | 168 | -4.57 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 914 | -21.21 | 401 | -6.98 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 98 | 0.00 | 43 | 16.67 | ||||
2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 1,600 | 0.00 | 701 | 18.21 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 20,134 | 8.70 | 8,827 | 28.51 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 185 | -94.01 | 81 | -92.93 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 643 | 13.60 | 282 | 34.45 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 27,042 | -0.78 | 11,855 | 17.31 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 252,846 | 2.22 | 93,760 | -7.64 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 8,076 | -2.18 | 3,541 | 15.65 | ||||
2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 746 | -1.97 | 327 | 15.60 | ||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 26,612 | 0.00 | 11,667 | 18.22 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 36,646 | 0.67 | 16,083 | 19.13 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 31,688 | 4.45 | 13,892 | 23.48 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 7,658 | 172.72 | 3,361 | 222.86 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 13,156 | -2.77 | 5,768 | 14.95 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 9,615 | 13.52 | 4 | 33.33 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 4,495 | 4.34 | 1,970 | 23.29 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4,012 | 0.00 | 1,759 | 18.22 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 37,860 | 49.96 | 16,598 | 77.28 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 568 | 23.75 | 249 | 45.88 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 5,685 | 7.28 | 2,492 | 26.88 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 540 | 0.00 | 237 | 18.00 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 4,346 | 1,906 | ||||||
2025-08-15 | 13F | Security National Bank Of So Dak | 3,841 | -3.15 | 1,684 | 14.49 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 1,154 | -42.10 | 505 | -31.80 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 1,800 | -2.44 | 789 | 15.35 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 86,398 | 18.69 | 37,877 | 40.32 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 8,832 | -1.56 | 3,877 | 16.50 | ||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 49,468 | 6.48 | 21,687 | 25.89 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 15,151 | -0.41 | 6,642 | 17.75 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 4,107 | 7.04 | 1,523 | -5.11 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 89,089 | 9.26 | 39 | 30.00 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 942,653 | -0.12 | 9,491 | 10.32 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 3,000 | 1,315 | ||||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 17,298 | 0.62 | 7,584 | 18.95 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 12,147 | 9.03 | 5,325 | 28.90 | ||||
2025-05-01 | 13F | Freedom Day Solutions, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 1,338 | 4.69 | 586 | 23.89 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20,795 | 204.02 | 9,116 | 259.46 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 3,131 | 2.02 | 1,373 | 20.56 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 4,186 | -15.99 | 1,835 | -0.65 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 592 | 1.20 | 260 | 19.35 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 50,422 | -4.57 | 22,120 | 12.89 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 2,421 | -1.55 | 1,062 | 16.34 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 591 | -7.51 | 259 | 9.75 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 4,004 | -27.87 | 1,755 | -14.72 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 35,058,923 | 8.64 | 15,299,954 | 27.98 | ||||
2025-08-07 | 13F | Guardian Partners Inc. | 93,962 | 576.57 | 41,578 | 730.73 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 2,101 | -9.13 | 921 | 13.02 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 348 | 0.00 | 153 | 17.83 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 349 | 0.00 | 153 | 18.60 | ||||
2025-07-10 | 13F | Trust Point Inc. | 521 | 228 | ||||||
2025-07-21 | 13F | Mechanics Financial Corp | 20 | 0.00 | 9 | 14.29 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 1,406 | 0.00 | 616 | 18.23 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 2,014 | 0.00 | 1 | |||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 60,704 | -0.13 | 26,613 | 18.08 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 1,165 | 0.00 | 511 | 18.06 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 1,859 | -1.17 | 815 | 16.93 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 67,046 | 5.00 | 29,393 | 24.14 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 818 | 0.00 | 0 | |||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 974 | 24.87 | 427 | 47.92 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 3,873 | 0.00 | 1,698 | 18.25 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 18,377 | 6.87 | 8,056 | 26.35 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 56,247 | 21.84 | 24,659 | 44.05 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 11,247 | -6.48 | 4,931 | 10.56 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 966 | 8.78 | 423 | 28.57 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 7,216 | -1.90 | 3,164 | 15.99 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 2,906 | 17.22 | 1,274 | 38.63 | ||||
2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 5,335,797 | 7.49 | 2,339,213 | 27.07 | ||||
2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 801 | 0.00 | 351 | 18.18 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 1,187 | -31.27 | 520 | -18.75 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 28,500 | -2.16 | 12,494 | 15.67 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 596 | 0.00 | 261 | 18.10 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 20,231 | 0.58 | 8,869 | 18.92 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 4,525 | 8.90 | 1,984 | 28.77 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 10,530 | 0.00 | 4,616 | 18.24 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 22,858 | -0.54 | 10,021 | 17.59 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 669 | 0.00 | 293 | 18.15 | ||||
2025-08-13 | 13F | WealthTrust Axiom LLC | 1,066 | -19.06 | 467 | -4.30 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 971 | -21.06 | 426 | -6.80 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 121,351 | -0.76 | 53,200 | 17.33 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 497 | -5.69 | 218 | 11.79 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 114,662 | 1.29 | 50,268 | 19.75 | ||||
2025-08-27 | NP | HCMGX - HCM Tactical Growth Fund Class A Shares | 271,000 | 0.00 | 118,806 | 18.22 | ||||
2025-07-10 | 13F | Rfg Holdings, Inc. | 640 | -0.78 | 281 | 17.15 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 1,738 | -6.71 | 762 | 10.29 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 1,431 | -5.73 | 627 | 11.57 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 753 | -4.44 | 330 | 13.01 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 3,577 | -13.95 | 1,568 | 1.75 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 2,007 | 0.00 | 880 | 18.15 | ||||
2025-08-05 | 13F | Intellectus Partners, LLC | 2,245 | 0.00 | 985 | 18.39 | ||||
2025-07-31 | 13F | Fielder Capital Group LLC | 3,067 | 0.00 | 1,345 | 18.21 | ||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 37 | 0.00 | 16 | 23.08 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 413,727 | 3.09 | 181,378 | 21.87 | ||||
2025-08-15 | 13F | Alaethes Wealth LLC | 802 | 0.00 | 352 | 18.52 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 1,670 | 9.44 | 732 | 29.56 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 2,344 | 13.95 | 1,027 | 34.78 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 9,596 | 5.58 | 4,207 | 24.84 | ||||
2025-07-24 | 13F | Fulcrum Capital LLC | 11,626 | 9.41 | 5,097 | 29.34 | ||||
2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 17,146 | 36.36 | 7,517 | 61.22 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 39,793 | -0.90 | 17,445 | 17.17 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 7,937 | 16.60 | 3,612 | 43.11 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 722,843 | 142.16 | 316,894 | 186.29 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 1,321 | -13.26 | 490 | -14.06 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 132 | 0.00 | 58 | 5.56 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 356,875 | 17.60 | 156,454 | 39.04 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 2,300 | -84.67 | 1,008 | -81.88 | ||||
2025-07-07 | 13F | RDA Financial Network | 1,613 | 0.81 | 707 | 19.06 | ||||
2025-08-11 | 13F | Strategic Equity Management | 6,530 | 2,863 | ||||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 15,479 | 22.66 | 6,786 | 45.01 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 1,502 | 0.00 | 658 | 18.35 | ||||
2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 1,189 | 63.32 | 521 | 93.68 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 2,169 | -3.30 | 951 | 14.44 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 12,541 | 46.42 | 5,498 | 73.13 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 64,945 | 15.14 | 28,472 | 36.12 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 1,871 | -11.83 | 820 | 4.33 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 2,896 | 0.10 | 1,341 | 22.37 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 827 | -12.02 | 363 | 4.02 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 9,210 | -0.98 | 4,038 | 17.05 | ||||
2025-08-14 | 13F | Family Management Corp | 60 | 0.00 | 26 | 18.18 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 35,477 | 1.85 | 15,553 | 20.41 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 3,393 | 0.00 | 1,487 | 18.20 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 4,538 | -7.75 | 1,989 | 9.05 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 7,643 | -7.66 | 3,351 | 9.16 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 12,763 | -96.62 | 5,595 | -96.00 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 20,301 | 11.12 | 8,900 | 31.37 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 3,777 | 44.11 | 1,656 | 70.44 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 661 | -0.60 | 290 | 23.50 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Truvestments Capital Llc | 862 | 0.00 | 378 | 18.18 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 117,822 | 7.32 | 51,654 | 26.88 | ||||
2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 720 | 0.00 | 0 | |||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 1,159 | -1.45 | 508 | 16.51 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1,448 | -1.36 | 635 | 16.54 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 20,866 | -2.08 | 9,148 | 15.77 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 54,537 | 4.41 | 23,909 | 23.43 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 937 | 0.00 | 411 | 18.16 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 18,117 | 12.63 | 7,942 | 31.95 | ||||
2025-07-21 | 13F | 25 Llc | 45,443 | 11.31 | 19,923 | 31.60 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 12,759 | 5,594 | ||||||
2025-07-02 | 13F | InvesTrust | 1,825 | -13.01 | 800 | 2.96 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 6,263 | 0.18 | 2,746 | 18.42 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 725 | 3.57 | 331 | 27.41 | ||||
2025-08-14 | 13F | Goodwin Investment Advisory | 3,150 | 46.04 | 1,381 | 72.72 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 39,621 | 12.94 | 17,370 | 33.52 | ||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 745 | 0.00 | 327 | 18.12 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10,702 | 0.21 | 4,692 | 18.46 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 313 | 0.00 | 137 | 18.10 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 8,737 | 25.53 | 3,830 | 48.45 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1,463 | 10.92 | 641 | 31.08 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 2,539 | -1.51 | 1,157 | 20.02 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 577 | 0.00 | 253 | 18.31 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 1,843 | 5.92 | 808 | 25.12 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 707 | -7.22 | 310 | 9.57 | ||||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 1,667 | 731 | ||||||
2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 3,485 | -85.80 | 1,528 | -83.22 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 26,931 | 6.14 | 11,806 | 23.75 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 10,088 | -0.69 | 4,423 | 17.42 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 1,199 | -3.69 | 526 | 13.88 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 13,644 | 187.00 | 5,982 | 239.44 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 39,590 | 2.99 | 17,356 | 21.77 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 774 | 0.00 | 339 | 18.12 | ||||
2025-08-11 | 13F | Citigroup Inc | 871,186 | 38.51 | 381,928 | 63.76 | ||||
2025-08-12 | 13F | Pfc Capital Group, Inc. | 18 | 0.00 | 0 | |||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 3,556 | -33.87 | 1,559 | -21.83 | ||||
2025-07-18 | 13F | Rolek Wealth Management LLC | 116,856 | -1.67 | 51,230 | 19.00 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 791 | 24.76 | 347 | 47.23 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 95,030 | 27.46 | 41,661 | 50.69 | ||||
2025-07-16 | 13F | Flower City Capital | 1,347 | -9.54 | 591 | 7.07 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 1,813 | -32.38 | 795 | -20.12 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 579 | -41.10 | 254 | -30.49 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 481 | 211 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 50,965 | 14.86 | 22,343 | 35.79 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 992 | -24.16 | 435 | -10.33 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 181,900 | 93.72 | 79,745 | 129.02 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 61,100 | -71.99 | 26,786 | -66.88 | |||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 1,063 | 0.00 | 466 | 18.27 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 2,246 | -16.23 | 985 | -1.01 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 1,157 | 0.00 | 511 | 32.38 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 6,084 | -1.12 | 2,670 | 22.09 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 27,251 | -0.39 | 11,947 | 17.76 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 601,004 | 0.27 | 265,632 | 19.52 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 630 | 276 | ||||||
2025-07-21 | 13F | Barrett & Company, Inc. | 12,720 | 0.20 | 5,577 | 18.46 | ||||
2025-08-01 | 13F | Howard Capital Management Inc. | 301,367 | -4.06 | 132,271 | 13.56 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 268,637 | 6.25 | 117,770 | 25.61 | ||||
2025-08-13 | 13F | Alerus Financial Na | 123 | 54 | ||||||
2025-07-22 | 13F | Sage Financial Group Inc | 151,378 | -3.08 | 66,364 | 14.58 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 4,127 | -1.46 | 1,809 | 16.48 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 3,918 | -1.06 | 1,718 | 16.96 | ||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 661 | -10.80 | 290 | 5.47 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 3,388 | 0.00 | 1,485 | 18.23 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 38,884 | 13.66 | 17,047 | 34.37 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 251 | 0.00 | 110 | 18.28 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Roundview Capital LLC | 2,225 | -2.63 | 975 | 15.11 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 243,888 | 0.97 | 106,922 | 19.37 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 421 | 0.00 | 185 | 17.95 | ||||
2025-08-08 | 13F | Allianz Se | 272 | 253.25 | 119 | 325.00 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 20,502 | -22.39 | 8,988 | -8.24 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 2,018 | 0.00 | 885 | 18.18 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11,010 | 3.11 | 4,827 | 21.90 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 2,219 | -18.84 | 973 | -4.05 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 517 | -11.93 | 227 | 4.15 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 41 | 0.00 | 18 | 13.33 | ||||
2025-07-17 | 13F | Greenleaf Trust | 6,836 | 0.00 | 2,997 | 18.23 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 2,495 | 0.00 | 1,094 | 18.16 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 18,188 | -0.47 | 7,974 | 17.68 | ||||
2025-07-15 | 13F | Well Done, LLC | 980 | -39.77 | 430 | -35.68 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,651 | 3.45 | 724 | 11.75 | ||||
2025-07-07 | 13F | Investors Research Corp | 125 | -43.44 | 55 | -33.33 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 853 | 6.89 | 0 | |||||
2025-07-31 | 13F | AlTi Global, Inc. | 11,334 | -21.92 | 4,974 | -7.60 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 33,324 | 1.68 | 15 | 16.67 | ||||
2025-07-11 | 13F | Diversified Trust Co | 13,395 | 17.20 | 5,873 | 38.56 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 33,509 | -8.91 | 14,691 | 7.69 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 188,141 | -0.26 | 71,172 | -8.07 | ||||
2025-07-09 | 13F | Clarus Wealth Advisors | 17,126 | -1.56 | 7,507 | 17.32 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 1,816 | 2.08 | 674 | -7.81 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 1,606 | 0.00 | 704 | 18.32 | ||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 1,425 | 0.00 | 625 | 18.18 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 42 | 5.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | Norden Group Llc | 2,573 | -31.06 | 1,128 | -18.44 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 151 | 57.29 | 66 | 88.57 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 63,760 | -21.43 | 27,952 | -7.11 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 97,635 | -3.13 | 42,803 | 13.50 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 4,320 | 5.39 | 1,894 | 24.62 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 531 | 233 | ||||||
2025-07-17 | 13F | Delta Capital Management Llc | 3,000 | 0.00 | 1 | 0.00 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 1,232 | 0.00 | 540 | 18.42 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 582 | 4.68 | 255 | 23.79 | ||||
2025-08-18 | 13F | Finward Bancorp | 13,478 | -0.01 | 5,909 | 18.21 | ||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 7,808 | 0.00 | 3,423 | 18.24 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 3,474 | -43.18 | 1,523 | -32.82 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 1,326,314 | 18.43 | 581,456 | 40.01 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 14,829 | 0.99 | 6,506 | 19.40 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 9,085 | -2.15 | 3,983 | 15.65 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 12,516 | 0.41 | 5,487 | 18.71 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 6,190 | -3.08 | 2,714 | 14.57 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 20,293 | -0.55 | 7,525 | -10.16 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 5,547 | 15.73 | 2,432 | 36.80 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 510 | 224 | ||||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1,164 | 0.00 | 510 | 18.33 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2,474 | -1.75 | 1,085 | 16.18 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,463,113 | 3.80 | 1,518,229 | 22.71 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 36,150 | 2.35 | 15,848 | 21.00 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 1,883 | 0.00 | 817 | 29.89 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 46,784 | 2.83 | 20,510 | 21.56 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 29,230 | 2.69 | 12,815 | 21.41 | ||||
2025-07-30 | 13F | Capital Investment Services of America, Inc. | 1,218 | 8.56 | 534 | 28.37 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 81,415 | 8.31 | 35,692 | 28.06 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 50 | -24.24 | 22 | -8.33 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3,467 | 2.73 | 1,520 | 21.42 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 5,521 | 0.00 | 2,420 | 18.22 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 820 | -34.66 | 304 | -40.97 | ||||
2025-08-13 | 13F | Williamson Legacy Group, LLC | 637 | -3.48 | 279 | 14.34 | ||||
2025-07-25 | 13F | Sather Financial Group Inc | 792 | 0.00 | 347 | 18.43 | ||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 9,078 | -7.50 | 3,980 | 9.34 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 5,535 | 3.11 | 2,512 | 23.51 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 156 | 0.00 | 68 | 19.30 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 509 | 223 | ||||||
2025-07-15 | 13F | Unified Investment Management | 500 | 219 | ||||||
2025-07-16 | 13F | RWM Asset Management, LLC | 82,424 | 0.00 | 36,135 | 18.22 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 3,916 | -17.21 | 1,715 | -2.22 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 1,306 | 18.51 | 573 | 40.20 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 2,025 | -1.07 | 888 | 16.86 | ||||
2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 12,580 | 0.00 | 5,515 | 18.25 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1,822 | -10.60 | 806 | 6.75 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 16,632 | 4.43 | 7,291 | 23.47 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 4,305 | 1.46 | 1,887 | 19.96 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 1,673 | 2.32 | 733 | 20.96 | ||||
2025-08-14 | 13F | Graney & King, LLC | 3,492 | 11.49 | 1,531 | 31.87 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 143 | -9.49 | 63 | 6.90 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 1,414 | 30.80 | 1 | |||||
2025-07-25 | 13F | CV Advisors LLC | 494 | 217 | ||||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 1,000 | 0.00 | 384 | 0.00 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 914 | 0.00 | 401 | 18.34 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 1,367 | -11.18 | 507 | -19.81 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 11,103 | 14.29 | 4,868 | 35.12 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 30,332 | -10.37 | 13,298 | 5.96 | ||||
2025-08-14 | 13F | Sentinus, LLC | 569 | 0.00 | 249 | 18.57 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 28,985 | 9.66 | 13,308 | 35.78 | ||||
2025-07-18 | 13F | Cooper Financial Group | 1,712 | -45.25 | 750 | -35.29 | ||||
2025-08-27 | NP | XNAV - FundX Aggressive ETF | 6,865 | -2.44 | 3,010 | 15.33 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 767 | -2.04 | 336 | 15.86 | ||||
2025-08-27 | NP | XCOR - FundX ETF | 52,117 | 5.82 | 22,848 | 25.11 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 21,373 | 9,370 | ||||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 475 | 208 | ||||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 10,171 | -0.07 | 4,459 | 18.15 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,683 | 36.47 | 1,178 | 61.45 | ||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | GSG Advisors LLC | 16,175 | -0.02 | 7,091 | 19.18 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 34,625 | 7.24 | 15,179 | 26.79 | ||||
2025-07-21 | 13F | Jackson Wealth Management, LLC | 3,390 | -82.13 | 1,486 | -78.88 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 4,968 | -18.20 | 2,178 | -3.29 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 7,825 | 0.40 | 3,430 | 18.69 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 1,260 | -1.56 | 553 | 16.46 | ||||
2025-07-25 | 13F | Iron Financial, LLC | 796 | 0.00 | 349 | 17.97 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 1,907 | 0.00 | 836 | 18.25 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 23,302 | -6.21 | 10,216 | 10.88 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 803 | -55.71 | 352 | -47.62 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 171 | 4.91 | 75 | 23.33 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 28,842 | -1.23 | 12,644 | 16.77 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 15,361 | 3.02 | 6,735 | 21.82 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 1,290 | 0.47 | 566 | 18.70 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 820 | -2.61 | 360 | 15.38 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 1,519 | 5.27 | 666 | 24.53 | ||||
2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 16,905 | 5.34 | 7,411 | 24.53 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 12,592 | 55.09 | 5,520 | 83.39 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 18,976 | 3.39 | 8,319 | 22.23 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6,873 | 0.06 | 3,013 | 18.30 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 10,262 | 0.83 | 4,504 | 19.34 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 5,121 | -3.45 | 2,245 | 14.14 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 28,227 | 4.57 | 12,375 | 23.63 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 9,494 | -29.73 | 4 | -20.00 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 96,591 | 7.03 | 42,346 | 26.53 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 4,166 | 25.03 | 1,826 | 47.85 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 1,839 | 0.00 | 806 | 18.18 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1,209 | 11.02 | 530 | 31.51 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 100,089 | 0.49 | 37,115 | -10.04 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 1,750 | -2.56 | 767 | 15.34 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 35,716 | 0.67 | 15,676 | 19.15 | ||||
2025-07-30 | 13F/A | Divergent Planning, LLC | 862 | 9.11 | 374 | 25.50 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 24,976 | 2.05 | 10,950 | 20.65 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 1,070 | -3.43 | 0 | |||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Gleason Group, Inc. | 141,219 | 43.27 | 61,910 | 69.38 | ||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 2,014 | -7.19 | 884 | 9.83 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 1,191 | -23.85 | 522 | -9.84 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 44,591 | -1.09 | 19,549 | 16.93 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 842 | 0.00 | 369 | 18.27 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 12,761 | 7.94 | 5,594 | 27.63 | ||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 1,218 | 0.00 | 534 | 18.18 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 4,847 | -2.75 | 2,125 | 14.94 | ||||
2025-07-08 | 13F | Lpwm Llc | 2,880 | 4.16 | 1,263 | 23.12 | ||||
2025-08-12 | 13F | Wind River Trust Co | 19,070 | 0.00 | 8,360 | 18.23 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 657 | 288 | ||||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 1,884 | 0.00 | 826 | 18.19 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 13,329 | -2.63 | 5,844 | 15.11 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 700 | 1.89 | 307 | 20.87 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 5,256 | 0.75 | 2,304 | 19.13 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 40,437 | -52.16 | 17,728 | -43.44 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 795 | -1.73 | 349 | 16.39 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 774 | 2.38 | 340 | 21.07 | ||||
2025-08-11 | 13F | North Forty Two & Co. | 1,128 | 0.00 | 494 | 18.18 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 1,226 | 0.00 | 537 | 18.28 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 98 | 0.00 | 43 | 16.67 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 12,691 | -0.51 | 5,564 | 17.61 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 1,805 | 11.97 | 791 | 32.50 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 19,474 | 581.39 | 8,547 | 707.08 | ||||
2025-07-30 | 13F | Benin Management CORP | 1,364 | 0.00 | 598 | 18.22 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 15,418 | -0.36 | 6,760 | 17.79 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4,255 | -3.19 | 1,865 | 14.49 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3,691 | 1,618 | ||||||
2025-07-07 | 13F | Versant Capital Management, Inc | 185 | 85.00 | 81 | 118.92 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 28,788 | -4.84 | 12,621 | 12.50 | ||||
2025-07-29 | 13F | Regions Financial Corp | 29,150 | -0.66 | 12,779 | 17.45 | ||||
2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 5,814 | 78.67 | 2,549 | 111.28 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 77,187 | -0.79 | 33,839 | 17.29 | ||||
2025-05-09 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
2025-04-23 | 13F | Western Financial Corp/CA | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | United Advisor Group, LLC | 9,408 | 47.32 | 4,125 | 74.16 | ||||
2025-08-12 | 13F | Chaney Capital Management, Inc. | 115,828 | 2.25 | 50,779 | 20.88 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 7,738 | -2.15 | 3,392 | 15.69 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 30,850 | 5.94 | 13,525 | 25.25 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 1,095 | 26.44 | 480 | 49.53 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2,560 | -1.42 | 1,122 | 16.51 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 3,760 | 0.00 | 1,649 | 18.22 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 1,042,900 | 2.15 | 457,207 | 20.77 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 48,361 | 7.47 | 21,202 | 27.05 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 3,233 | -14.02 | 1,417 | 1.65 | ||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 2,363 | 127.21 | 1,036 | 168.83 | ||||
2025-08-13 | 13F | Polen Capital Management Llc | 12,907 | -11.53 | 5,659 | 4.60 | ||||
2025-07-16 | 13F | Brave Asset Management Inc | 618 | 0.00 | 271 | 17.90 | ||||
2025-07-17 | 13F | Stephens Group Asset Management, Llc | 340,519 | 10.31 | 149,284 | 30.41 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1,030,654 | 3.92 | 451,839 | 22.86 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Parker Financial LLC | 66,095 | 1.22 | 28,977 | 19.67 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 764 | -0.91 | 335 | 17.19 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 791 | 14.47 | 347 | 35.16 | ||||
2025-07-31 | 13F | Brian Low Financial Group, Llc | 2,502 | 1,097 | ||||||
2025-07-25 | 13F | PrairieView Partners, LLC | 409 | 0.00 | 0 | |||||
2025-08-13 | 13F | Luminist Capital LLC | 3 | 0.00 | 1 | 0.00 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 4,151 | 14.01 | 1,820 | 34.74 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 760 | 0.00 | 333 | 18.51 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 524 | -17.87 | 230 | -2.97 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 789 | 0.00 | 346 | 18.15 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 4,320 | 17.42 | 1,894 | 38.78 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 21,981 | 8.17 | 9,636 | 27.88 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 805 | -30.96 | 353 | -18.52 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 7,700 | 0.00 | 3,375 | 18.21 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 1,879 | -0.05 | 824 | 18.22 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 3,928 | 0.00 | 1,456 | 0.00 | ||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 10,635 | 0.63 | 4,662 | 18.99 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 429 | 0.00 | 188 | 18.24 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 1,800 | 0.00 | 789 | 18.29 | ||||
2025-08-14 | 13F | Dagco, Inc. | 60,266 | 6.56 | 26,421 | 25.98 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 206,957 | -1.51 | 90,730 | 16.44 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 855 | 0.00 | 375 | 17.98 | ||||
2025-08-13 | 13F | JT Stratford LLC | 6,276 | 18.42 | 2,752 | 40.00 | ||||
2025-04-23 | 13F | Goelzer Investment Management, Inc. | 832 | 0.00 | 341 | 0.00 | ||||
2025-08-13 | 13F | Wealthquest Corp | 2,196 | -22.92 | 963 | -8.90 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 1,944 | -1.57 | 852 | 5.19 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 22,924 | 6.15 | 10,050 | 25.49 | ||||
2025-07-24 | 13F | Trust Co of Tennessee | 236,055 | -0.26 | 103,487 | 17.92 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 13,989 | -0.53 | 6,133 | 17.58 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 186,172 | 4.20 | 81,618 | 23.19 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4,072 | 283.79 | 1,785 | 354.20 | ||||
2025-07-17 | 13F | Scott & Selber, Inc. | 16,996 | -0.09 | 7 | 16.67 | ||||
2025-07-08 | 13F | Strategic Advocates LLC | 4,672 | 0.00 | 2,048 | 18.24 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 151 | 0.00 | 66 | 20.00 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 7,040 | 0.00 | 3,086 | 18.24 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 123,754 | 4.77 | 54,254 | 23.86 | ||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 854 | -11.69 | 374 | 4.47 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 5,189 | -22.54 | 2 | 0.00 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 64 | -9.86 | 28 | 7.69 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 395 | -13.76 | 173 | 2.37 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 8,562 | 0.50 | 3,754 | 18.80 | ||||
2025-08-12 | 13F | Gitterman Wealth Management, LLC | 462 | 202 | ||||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 15,981 | -4.20 | 7,006 | 13.26 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 13,163 | -6.50 | 5,771 | 10.54 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 47,803 | 0.89 | 20,957 | 19.27 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 269 | -16.20 | 118 | 0.00 | ||||
2025-08-05 | 13F | Ciovacco Capital Management LLC | 11,444 | 75.04 | 5,017 | 106.97 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 931 | -13.88 | 408 | 2.00 | ||||
2025-07-16 | 13F | Old Port Advisors | 595 | -7.75 | 261 | 8.79 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 3,473 | -1.98 | 1,523 | 15.92 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2,817 | 4.49 | 1,235 | 23.52 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 1,055 | 9.90 | 467 | 30.90 | ||||
2025-07-17 | 13F | XML Financial, LLC | 968 | -5.10 | 424 | 12.17 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 978 | -0.31 | 429 | 17.91 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 289 | -18.36 | 127 | -3.82 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 2,028 | 0.00 | 889 | 18.22 | ||||
2025-08-13 | 13F | Northern Trust Corp | 182,636 | 8.18 | 80,068 | 27.90 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 1,240 | 0.00 | 544 | 18.30 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 18,815 | -1.23 | 8 | 14.29 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 9,777 | -25.92 | 4,286 | -12.42 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 129 | 0.00 | 58 | 18.75 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 497 | 218 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 196,779 | -0.38 | 86,368 | 17.91 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 482,195 | 5.54 | 211 | 24.85 | ||||
2025-04-30 | 13F | Highview Capital Management LLC/DE/ | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Morangie Management LLC | 550 | 0.00 | 241 | 18.14 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 43 | 0.00 | 19 | 20.00 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 8,280 | -3.21 | 3,630 | 14.44 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 89,224 | 3.99 | 39,116 | 22.95 | ||||
2025-08-14 | 13F | Clg Llc | 1,038 | -1.05 | 455 | 17.01 | ||||
2025-07-31 | 13F | AF Advisors, Inc. | 1,635 | 0.00 | 717 | 18.15 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1,915 | 28.52 | 831 | 47.86 | ||||
2025-08-06 | 13F | Bonfire Financial | 20,911 | -0.55 | 9,178 | 17.73 | ||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 3,628 | -10.22 | 1,590 | 6.14 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 5,788 | -9.98 | 3 | 0.00 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 2,183 | 0.00 | 957 | 18.17 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 5,415 | -0.15 | 2,374 | 18.06 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 533 | -15.80 | 234 | -0.43 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 64,541 | 4.66 | 28,295 | 23.73 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 3,994 | 0.00 | 1,751 | 18.16 | ||||
2025-07-09 | 13F | Orser Capital Management, Llc | 8,173 | -69.12 | 3,583 | -63.49 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 468 | -51.10 | 205 | -42.09 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5,857 | 0.17 | 2,571 | 18.54 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 19,258 | -6.24 | 8,443 | 10.85 | ||||
2025-08-11 | 13F | Capital Square, LLC | 1,088 | -11.54 | 481 | 5.49 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 24,971 | -68.65 | 10,947 | -62.94 | ||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 106,315 | 0.00 | 46,608 | 18.23 | ||||
2025-07-15 | 13F | Home Federal Bank Of Tennessee | 594 | 0.00 | 260 | 18.18 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 2,285 | 0.04 | 1,002 | 18.32 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 3,008 | 0.50 | 1,319 | 18.85 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 1,038 | 0.78 | 455 | 19.16 | ||||
2025-07-29 | 13F | Tide Cove Capital Partners LLC | 19,903 | 1.77 | 9,075 | 25.12 | ||||
2025-08-27 | NP | ACALX - Advisors Capital Active All Cap Fund | 92,600 | 5.95 | 40,596 | 25.26 | ||||
2025-08-14 | 13F | Permanens Capital L.P. | 301,987 | -14.86 | 132,543 | 0.77 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 1,884 | 2.34 | 826 | 20.97 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 60,421 | -19.40 | 27,407 | -3.48 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 34,958 | -45.31 | 15,323 | -35.36 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 123 | 21.78 | 54 | 43.24 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Alteri Wealth LLC | 1,807 | 3.67 | 792 | 22.60 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 730 | 320 | ||||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 9,725 | 3.60 | 4,263 | 22.50 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 3,935 | -1.62 | 1,725 | 16.32 | ||||
2025-04-29 | 13F | Baker Boyer National Bank | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Lokken Investment Group LLC | 39,097 | -0.24 | 17,140 | 17.94 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 4,453 | -1.42 | 1,952 | 16.61 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 4,355 | 62.20 | 1,909 | 91.86 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 89,100 | -37.17 | 39,061 | -25.71 | |||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12,285 | -9.32 | 5,385 | 7.21 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 48,987 | -6.78 | 21,476 | 10.20 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 15,200 | -75.08 | 6,664 | -70.54 | |||
2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 22,100 | 125.51 | 9,689 | 166.59 | ||||
2025-08-05 | 13F | Tsfg, Llc | 2,648 | -12.84 | 1 | 0.00 | ||||
2025-08-14 | 13F | Mariner, LLC | 1,786,816 | 2.34 | 783,340 | 20.99 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 12,152 | 11.26 | 5,377 | 36.68 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 548 | -3.69 | 240 | 14.29 | ||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 4,581 | -8.20 | 2,008 | 8.54 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 1,377 | 604 | ||||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 60,902 | 1.06 | 26,718 | 18.50 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 6,027 | 8.09 | 2,642 | 27.82 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 68,827 | -8.08 | 30,174 | 8.68 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 13 | 85.71 | 0 | |||||
2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 1,042 | 0.00 | 457 | 18.13 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 20,601 | -35.38 | 9,032 | -23.60 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 1,503 | -3.41 | 659 | 14.24 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 2,592 | 27.68 | 1,136 | 51.06 | ||||
2025-07-09 | 13F | Beacon Financial Group | 51,384 | -2.71 | 22,527 | 15.02 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 1,968 | 0.41 | 863 | 18.73 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 23,807 | -9.38 | 10,437 | 7.13 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 58,433 | 1.09 | 25,646 | 19.65 | ||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 998 | -21.54 | 437 | -7.22 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,471,481 | -6.28 | 1,083,498 | 10.80 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 121,495 | -4.73 | 53,288 | 12.56 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 18,690 | 16.47 | 8,194 | 37.70 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 812 | 0.00 | 0 | |||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 895 | 0.00 | 392 | 18.43 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 1,033,308 | 3.67 | 453,002 | 22.57 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 30,200 | -8.09 | 13,240 | 8.66 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 1,487 | -49.25 | 651 | -40.00 | ||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 3,972 | 0.00 | 1,741 | 18.27 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | HB Wealth Management, LLC | 71,471 | -2.86 | 31,333 | 14.84 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 848 | 11.87 | 368 | 31.07 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 56 | 24.44 | 25 | 50.00 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 3,650 | 0.00 | 1,600 | 18.26 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Farmers National Bank | 2,635 | -0.08 | 1,155 | 18.22 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 205 | 2.50 | 90 | 20.27 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 9,380 | 0.01 | 4,112 | 18.20 | ||||
2025-07-16 | 13F | Arlington Capital Management, Inc. | 3,407 | 1,494 | ||||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 955 | 1.17 | 419 | 19.71 | ||||
2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 4,220 | -0.73 | 1,850 | 17.39 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 551 | 0.00 | 242 | 18.14 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 78 | 29 | ||||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 568 | -0.70 | 249 | 17.45 | ||||
2025-07-14 | 13F | Abound Wealth Management | 916 | 25.31 | 401 | 47.97 | ||||
2025-07-15 | 13F | Hofer & Associates. Inc | 22,648 | 0.42 | 9,929 | 18.71 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 2,444 | 0.00 | 1,071 | 18.21 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 900 | 0.00 | 334 | -9.76 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 12,421 | -9.95 | 5,445 | 6.45 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 4,446 | 5.93 | 1,940 | 22.09 | ||||
2025-07-23 | 13F | Cohen Investment Advisors LLC | 3,046 | 2.63 | 1,335 | 21.36 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 55 | -38.89 | 24 | -27.27 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 43 | 65.38 | 19 | 100.00 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 1,313 | -1.50 | 576 | 16.40 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 1,392 | -6.51 | 610 | 10.51 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 1,488 | -0.60 | 652 | 17.48 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 12,594 | 2.57 | 5,605 | 17.24 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1,215 | -38.32 | 1 | |||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 1,241 | 0.00 | 544 | 18.26 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 171 | -10.47 | 75 | 13.85 | ||||
2025-05-09 | 13F | Toews Corp /adv | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Ti-trust, Inc | 1,407 | -6.82 | 617 | 10.20 | ||||
2025-07-16 | 13F | Eastover Investment Advisors LLC | 807 | -4.61 | 354 | 12.78 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1,626 | -42.83 | 713 | -32.45 | ||||
2025-08-13 | 13F | Botty Investors LLC | 7,220 | 0.00 | 3,169 | 18.34 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 14,273 | -4.09 | 6 | 20.00 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 6,187 | 24.89 | 2,712 | 47.63 | ||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 533 | -5.83 | 231 | 9.48 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 1,591 | 10.49 | 697 | 30.77 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 606 | 8.41 | 266 | 28.02 | ||||
2025-07-30 | 13F | First Interstate Bank | 814 | 14.17 | 357 | 34.85 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 2,781 | 1.35 | 1,046 | -7.19 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 151 | 0.00 | 66 | 4.76 | ||||
2025-08-06 | 13F | Simmons Bank | 17,609 | -2.42 | 7,719 | 15.36 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 1,053 | 31.95 | 462 | 56.27 | ||||
2025-08-08 | 13F | Nixon Peabody Trust Co | 9,300 | 0.00 | 4,077 | 18.24 | ||||
2025-08-14 | 13F | Widmann Financial Services, Inc. | 1,023 | 0.00 | 448 | 18.21 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 17,995 | 0.49 | 7,889 | 18.81 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 1,327 | -0.15 | 582 | 18.09 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 9,900 | -1.49 | 4,340 | 16.48 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 2,824 | -51.79 | 1,238 | -43.00 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 30,871 | 22.72 | 13,534 | 45.08 | ||||
2025-05-15 | 13F | Lavaca Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Rinkey Investments | 18,264 | -9.27 | 8,007 | 7.26 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 456 | 347.06 | 200 | 437.84 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 2,609 | -0.91 | 1,144 | 17.11 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 7,437 | 100.03 | 3,261 | 136.57 | ||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 460 | 206 | ||||||
2025-07-07 | 13F | Trust Co | 132,364 | -12.88 | 58,028 | 3.00 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 2,348 | -44.10 | 1,032 | -36.79 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 7,755 | 2.61 | 3,400 | 21.31 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 7,507 | 1.23 | 3 | 50.00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 50,831 | 26.35 | 22,284 | 49.39 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 748 | 0.40 | 328 | 18.48 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 2,388 | -6.83 | 1,047 | 10.11 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 841 | 0.00 | 369 | 18.33 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 10,201 | -16.09 | 4 | 0.00 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 147,468 | 14.19 | 64,650 | 35.00 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 10,707 | 10.70 | 4,694 | 30.87 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 2,501 | 0.00 | 1,096 | 18.23 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 497 | -15.62 | 218 | -0.46 | ||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 1,042 | 1.66 | 457 | 20.00 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 998 | 0.00 | 438 | 18.11 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 5,964 | 2.85 | 2,618 | 21.72 | ||||
2025-08-07 | 13F | Grange Capital, LLC | 3,543 | -5.77 | 1,553 | 11.41 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14,670 | 16.22 | 6,672 | 50.51 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 673 | 0.00 | 295 | 18.47 | ||||
2025-07-29 | 13F | Community Bank of Raymore | 8,301 | 70.87 | 3,639 | 102.05 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 7,714 | 0.78 | 3,413 | 23.76 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 1,582 | 15.64 | 693 | 36.69 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 10,021 | 10.15 | 4,393 | 30.21 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 153,771 | 9.61 | 67,413 | 29.58 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 35,311 | 5.81 | 15,480 | 25.10 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 639 | 280 | ||||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 890 | -1.22 | 390 | 16.77 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 69,414 | -4.44 | 30,432 | 12.98 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 10,548 | 0.00 | 4,628 | 18.33 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 2,965 | 0.00 | 1,287 | 17.02 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 5,336 | 0.00 | 2,339 | 18.25 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 920 | 0.11 | 403 | 18.24 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 322,237 | 2.14 | 141,269 | 20.75 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 16,571 | 14.96 | 7,265 | 35.90 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 570 | 0.00 | 250 | 18.01 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 672 | -14.18 | 295 | 1.38 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 558,569 | 3.96 | 245,159 | 23.05 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 2,344 | -0.42 | 1,028 | 17.78 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 64,375 | 1.72 | 28,222 | 20.26 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 44,921 | 1.22 | 19,694 | 19.66 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 152,720 | -0.94 | 66,952 | 17.11 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 1,315 | 0.00 | 1 | |||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 3,808 | -5.46 | 1,669 | 11.79 | ||||
2025-08-14 | 13F | Destination Wealth Management | 148,698 | -1.01 | 65,189 | 17.04 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 20,442 | 1.07 | 8,961 | 19.50 | ||||
2025-07-16 | 13F | Tenret Co LLC | 46,241 | -8.29 | 20,272 | 8.43 | ||||
2025-08-04 | 13F | Field & Main Bank | 170 | 0.00 | 75 | 17.46 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 462 | 203 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 13,887 | 39.37 | 6,088 | 64.76 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 2,267 | -3.53 | 994 | 14.12 | ||||
2025-07-29 | 13F | Private Trust Co Na | 6,465 | 36.45 | 2,834 | 61.39 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 2,659 | -2.78 | 1,166 | 14.89 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 72,969 | 1.14 | 31,990 | 19.58 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 12,702 | -3.30 | 5,569 | 14.31 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 873 | -15.08 | 383 | 0.26 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 5,539 | 0.00 | 2,428 | 18.27 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 487 | 4.28 | 214 | 23.12 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Atlantic Trust, LLC | 234 | -4.88 | 103 | 12.09 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 98,550 | 5.35 | 43,204 | 24.55 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 918 | 5.03 | 402 | 24.07 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 1,149 | 504 | ||||||
2025-07-09 | 13F | Westmount Partners, LLC | 3,581 | 0.08 | 1,570 | 18.40 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 42,277 | 9.48 | 18,534 | 22.89 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 33,700 | 7.12 | 14,791 | 26.80 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 5,053 | 10.96 | 2,215 | 31.22 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,000 | -0.60 | 438 | 17.43 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 5,672 | 578.47 | 2,486 | 704.53 | ||||
2025-08-07 | 13F | Meridian Financial Partners LLC | 878 | 19.78 | 0 | |||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 484 | 0 | ||||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 1,365 | 0.00 | 598 | 18.18 | ||||
2025-07-18 | 13F | Clarity Financial LLC | 2,041 | 0.00 | 895 | 18.25 | ||||
2025-08-11 | 13F | Aviso Wealth Management | 2,342 | -7.80 | 1,027 | 8.92 | ||||
2025-08-14 | 13F/A | Barclays Plc | 227 | 0.00 | 0 | |||||
2025-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 1,552 | 0.00 | 680 | 18.26 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 3,009 | 0.00 | 1,319 | 18.30 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 1,182 | 518 | ||||||
2025-07-25 | 13F | Acorn Creek Capital Llc | 52,899 | -21.43 | 23,191 | -7.11 | ||||
2025-08-14 | 13F | Fmr Llc | 2,689,800 | -4.25 | 1,179,209 | 13.20 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 18,849 | 8 | ||||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2,792 | -3.19 | 1,224 | 14.50 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 58 | 45.00 | 25 | 78.57 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 1,778 | 0.17 | 780 | 18.39 | ||||
2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 1,459 | 0.00 | 640 | 18.11 | ||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 2,419 | 0.00 | 1,061 | 18.17 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 1,872 | 6.85 | 821 | 26.35 | ||||
2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 251,650 | 0.00 | 110,323 | 18.23 | ||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 639 | 5.10 | 280 | 24.44 | ||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 554,153 | 2.10 | 243 | 20.40 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 2,216 | 971 | ||||||
2025-08-26 | 13F | Claris Financial LLC | 14,103 | -35.97 | 6,183 | -31.62 | ||||
2025-08-04 | 13F | Spire Wealth Management | 18,857 | 1.27 | 8,267 | 19.73 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 38,262 | 31.13 | 17,436 | 61.16 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 5,171 | 1.27 | 2,267 | 19.76 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 2,787 | 1.75 | 1,222 | 20.30 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 13,637 | -6.04 | 5,978 | 11.09 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 16,360 | -5.14 | 7,172 | 12.15 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 516 | 226 | ||||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 4,426 | -0.74 | 1,940 | 17.36 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Investment Partners, Ltd. | 751 | 0.00 | 329 | 18.35 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5,996 | 17.71 | 2,629 | 39.34 | ||||
2025-08-12 | 13F | Country Trust Bank | 1,594 | -8.55 | 699 | 8.05 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 142,584 | 109.73 | 62,519 | 148.00 | ||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 489 | 214 | ||||||
2025-08-11 | 13F | Cladis Investment Advisory, LLC | 1,310 | 0.00 | 574 | 18.35 | ||||
2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 1,063 | 6.30 | 466 | 25.95 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 2,380 | -14.66 | 1,052 | 1.64 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4,685 | -2.80 | 2,054 | 14.89 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 946 | 0.00 | 415 | 18.29 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 51,892 | 28.45 | 22,758 | 51.92 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 37,772 | -2.37 | 16,578 | 15.56 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3,446 | -31.88 | 1,512 | -19.40 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 40,708 | -0.17 | 17,846 | 18.02 | ||||
2025-07-10 | 13F | Pachira Investments Inc. | 1,069 | -6.47 | 469 | 10.64 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 2,190 | 12.37 | 960 | 32.96 | ||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 54,852 | 2.98 | 24,047 | 21.74 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 22,438 | -0.33 | 9,837 | 17.82 | ||||
2025-08-11 | 13F | Birnam Oak Advisors, LP | 27,100 | 0.00 | 11,881 | 18.22 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 60,318 | -1.39 | 26,443 | 16.58 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 20,879 | 1.15 | 9,156 | 19.13 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 13 | 8.33 | 5 | 25.00 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 4,942 | 0.98 | 2,167 | 19.40 | ||||
2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 7 | 0.00 | 3 | 50.00 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 47,459 | 2.10 | 20,806 | 20.71 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 13,134 | -36.02 | 5,758 | -24.36 | ||||
2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Nvwm, Llc | 185 | 81 | ||||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 2,274 | 0.00 | 997 | 18.15 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,921 | -2.59 | 15,309 | 15.28 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 2,195 | 1.15 | 962 | 19.65 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 8,019 | -2.02 | 3,516 | 15.85 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 7,263 | -15.12 | 3,184 | -9.34 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 18,676 | 8.87 | 8,188 | 28.71 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 21,983 | 1.26 | 9,637 | 19.71 | ||||
2025-08-14 | 13F | First Manhattan Co | 3,905 | -3.15 | 1,714 | 14.58 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3,023 | -13.87 | 1,325 | 1.84 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 461 | 202 | ||||||
2025-07-15 | 13F | Mather Group, Llc. | 548,423 | 3.31 | 240,429 | 22.14 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 34,906 | 3.20 | 15,303 | 22.01 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 10,253 | 4.83 | 4,495 | 23.97 | ||||
2025-07-22 | 13F | Silver Lake Advisory, LLC | 6,002 | -1.99 | 2,631 | 15.85 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 97,415 | 6.94 | 42,707 | 26.43 | ||||
2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 989 | -30.89 | 434 | -18.30 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 5,855 | -1.35 | 2,171 | -10.84 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13,848 | 4.54 | 6,071 | 23.57 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 232,840 | 1.59 | 102,077 | 20.11 | ||||
2025-08-05 | 13F | Everest Management Corp. | 1,628 | 0.00 | 714 | 18.24 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 942 | 0.00 | 413 | 18.05 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 486 | -14.44 | 225 | 9.76 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 36 | 44.00 | 16 | 66.67 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 3,979 | -1.70 | 1,761 | 26.98 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 531 | 233 | ||||||
2025-08-07 | 13F | W Advisors, Llc | 2,044 | -3.36 | 896 | 14.29 | ||||
2025-07-24 | 13F | rebel Financial LLC | 27,652 | 12,136 | ||||||
2025-07-31 | 13F | DDD Partners, LLC | 1,039 | 0.00 | 456 | 18.18 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 9,810 | -3.43 | 4,301 | 14.18 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 1,589 | -23.13 | 697 | -9.14 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 2,937 | 0.00 | 1,288 | 18.18 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 18,320 | -0.10 | 8,153 | 25.86 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 840 | 368 | ||||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 484 | 212 | ||||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 34,409 | -1.04 | 15 | 25.00 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 6,000 | 0.00 | 2,630 | 18.26 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 4,437 | -81.17 | 1,945 | -79.60 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 282 | -37.83 | ||||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 32,028 | 195.79 | 14,058 | 250.11 | ||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 1,059 | -8.63 | 462 | 7.69 | ||||
2025-07-29 | 13F | Creekside Partners | 993 | 11.32 | 435 | 31.82 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 10,867 | 0.00 | 4,770 | 18.37 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 43,276 | 2.42 | 18,972 | 21.09 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 6,884 | -14.31 | 3,018 | 1.28 | ||||
2025-04-29 | 13F | Hm Payson & Co | 934 | -66.17 | 346 | -69.46 | ||||
2025-08-05 | 13F | Clarity Wealth Development LLC | 574 | 0.00 | 252 | 15.67 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 2,427 | 26.54 | 1,053 | 48.10 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 1,793 | -6.95 | 786 | 10.08 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 220 | 0.00 | 97 | 18.52 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 6,686 | 17.59 | 2,931 | 39.04 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 4,667 | 2.93 | 2,046 | 21.71 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 425,519 | 1.83 | 186,547 | 20.39 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 154,319 | 1.15 | 67,653 | 19.58 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 564 | 0.00 | 209 | -9.52 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 681 | 1.64 | 310 | 24.60 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 1,108 | -46.68 | 486 | -37.01 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 1,787 | -13.96 | 783 | 1.69 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 806 | 0.00 | 353 | 18.46 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 6,363 | -9.19 | 2,790 | 7.35 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 17,882 | -45.28 | 7,840 | -35.31 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 9,575 | 6.94 | 4,198 | 26.42 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 44,093 | -4.57 | 19,330 | 12.83 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 104 | 0.00 | 46 | 18.42 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 2,456 | 2.76 | 1,077 | 21.44 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 1,101 | 0.00 | 483 | 18.14 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 124,270 | 0.72 | 54,482 | 19.08 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 1,277 | -13.48 | 560 | 2.19 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 1,723 | -0.06 | 755 | 18.15 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 238,570 | 545.48 | 104,589 | 663.14 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 528 | 37.86 | 231 | 62.68 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 722 | 0.00 | 316 | 14.08 | ||||
2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 2,246 | 0.00 | 985 | 18.27 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 1,400 | 0.00 | 614 | 18.11 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 225,385 | 8.79 | 98,852 | 28.83 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 5 | 2 | ||||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 1,564 | 0.13 | 686 | 18.31 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 11 | -96.89 | 5 | -96.95 | ||||
2025-08-13 | 13F | Winslow Capital Management, LLC | 2,386 | -22.23 | 1,046 | -8.00 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 777 | 341 | ||||||
2025-07-18 | 13F | Rogco, Lp | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 8,888 | 0.00 | 3,896 | 18.24 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 11,900 | 1.71 | 5,405 | 27.54 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 1,891 | 0.00 | 829 | 18.26 | ||||
2025-07-25 | 13F | Advocate Group Llc | 3,649 | 0.00 | 1,600 | 18.18 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 33,834 | 0.07 | 14,833 | 18.31 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 32 | 0.00 | 14 | 27.27 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1,195,224 | 1.39 | 523,987 | 19.87 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 2,559,774 | -2.29 | 1,122,205 | 15.52 | ||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 73,454 | 9,476.79 | 32,202 | 11,238.73 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 231,372 | 101,433 | ||||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 1,590 | -0.44 | 697 | 17.57 | ||||
2025-08-13 | 13F | Rockport Wealth LLC | 769 | 337 | ||||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 1,010 | 2.12 | 443 | 20.77 | ||||
2025-08-14 | 13F | Wallace Hart LLC | 13 | 6 | ||||||
2025-07-28 | 13F | Boston Trust Walden Corp | 3,334 | 0.00 | 1,462 | 18.20 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 607 | 42.49 | 266 | 66.25 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 8,127,139 | 0.98 | 3,562,911 | 19.39 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 5,836 | 3.26 | 2,559 | 22.04 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 524 | -20.73 | 230 | -15.50 | ||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 66,773 | -8.41 | 29 | 7.41 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 11,204 | -11.80 | 4,912 | 4.27 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 725 | -12.12 | 318 | 3.93 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 678 | 0.00 | 297 | 18.33 | ||||
2025-08-12 | 13F | American Century Companies Inc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 7,055 | 5.68 | 3,093 | 24.93 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 20,893 | 13.08 | 9,159 | 33.69 | ||||
2025-07-23 | 13F | Absher Wealth Management, Llc | 3 | 1 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,792,600 | -3.44 | 786 | 14.10 | ||||
2025-07-24 | 13F | MA Private Wealth | 15,776 | -0.27 | 6,916 | 17.92 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 17,817 | -0.11 | 7,820 | 18.22 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 42,444 | 6,282 | ||||||
2025-08-11 | 13F | Root Financial Partners, LLC | 46,037 | 73.02 | 20,183 | 104.54 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 10,395 | -5.97 | 3,916 | -13.71 | ||||
2025-07-31 | 13F | United Community Bank | 2,428 | 11.07 | 1,064 | 31.36 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 37,253 | 0.77 | 16,332 | 19.13 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 1,860 | 0.00 | 815 | 18.29 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 1,921 | -6.48 | 842 | 10.64 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 5,018 | 6.25 | 2,200 | 25.59 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 3,401 | -3.76 | 1,491 | 13.82 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3,567 | 1,471.37 | 1,564 | 1,760.71 | ||||
2025-08-13 | 13F | Sonoma Private Wealth LLC | 2,526 | 0.00 | 1,107 | 18.27 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 71 | 31 | ||||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 30,846 | 6.55 | 14,064 | 38.53 | ||||
2025-04-11 | 13F | Davis Capital Management | 88 | 6.02 | 33 | -5.88 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 39,288 | 1,047.09 | 17,224 | 1,256.14 | ||||
2025-07-15 | 13F | Oak Root LLC | 50,306 | 26.96 | 22,054 | 50.11 | ||||
2025-06-26 | NP | DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES | 2,812 | -5.51 | 1,064 | -14.62 | ||||
2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 698,089 | 0.17 | 306,042 | 18.42 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 21,549 | 0.97 | 9,447 | 19.37 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 12,053 | -3.35 | 5,284 | 14.25 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 14,095 | -8.26 | 6,179 | 8.46 | ||||
2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 408,774 | 2.21 | 179,207 | 20.84 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 43,122 | 18.77 | 18,926 | 40.58 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 5,865 | 0.00 | 2,571 | 18.26 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 6,256 | -0.62 | 2,743 | 17.48 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 1,655 | 726 | ||||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 28,248 | 18.37 | 12,384 | 39.94 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 594 | 0.00 | 260 | 18.18 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 62,951 | 0.56 | 28 | 17.39 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 74,756 | -0.56 | 32,773 | 32.30 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 4,059 | -43.14 | 1,779 | -32.79 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mairs & Power Inc | 1,178 | -5.61 | 516 | 11.69 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 63,486 | -74.19 | 27,886 | -69.42 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 916 | 12.12 | 0 | |||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 1,053 | -3.31 | 462 | 14.39 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 680 | 298 | ||||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 2,490 | 0.00 | 1,092 | 18.20 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 1,095 | -0.54 | 480 | 17.65 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 97,426 | -0.39 | 42,711 | 17.76 | ||||
2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 5,336 | -0.24 | 2,339 | 17.95 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 4,279 | -4.04 | 1,876 | 13.43 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 519 | -0.95 | 227 | 17.01 | ||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 1,066 | 95.96 | 467 | 132.34 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 3,536 | 12.72 | 1,550 | 33.28 | ||||
2025-08-06 | 13F | Princeton Capital Management Llc | 823 | 43.88 | 361 | 69.81 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1,486,447 | 3.56 | 651,658 | 24.89 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 708 | 31.11 | 310 | 55.00 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 14,696 | 17.55 | 6,443 | 38.99 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 1,036 | -5.04 | 454 | 12.38 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 824 | 0.00 | 361 | 18.36 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 77,566 | -0.60 | 34,005 | 17.51 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 1,352 | 2.11 | 593 | 20.82 | ||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 18,167 | 5.52 | 7,964 | 24.75 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 1,361 | -0.37 | 597 | 17.79 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 18,061 | 99.66 | 7,927 | 136.34 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 2,782 | -0.25 | 1,220 | 17.89 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 11,145 | 13.48 | 4,886 | 34.17 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 331 | 0.00 | 145 | 18.85 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 20,378 | 6.60 | 8,934 | 26.03 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 35,338 | 7.60 | 13,104 | -2.78 | ||||
2025-08-07 | 13F | Mayport, Llc | 5,128 | 2,248 | ||||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 1,295 | 10.31 | 568 | 30.34 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 6,386 | 0.79 | 2,800 | 19.16 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 223 | 443.90 | 98 | 546.67 | ||||
2025-08-11 | 13F | Theory Financial Llc | 934 | 0.00 | 425 | 22.83 | ||||
2025-05-08 | 13F | Elios Financial Group Inc. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | FC Advisory LLC | 39,047 | -0.60 | 17,118 | 17.52 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 5,162 | 3.80 | 2,263 | 22.72 | ||||
2025-08-13 | 13F | Lumbard & Kellner, LLC | 600 | -38.27 | 263 | -26.94 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 3,261 | -48.38 | 1,430 | 20.49 | ||||
2025-07-09 | 13F | First Bank & Trust | 490 | 215 | ||||||
2025-05-21 | 13F | CBM Financial, LLC | 5,549 | 2,292 | ||||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 168,596 | 2.85 | 62,519 | -7.08 | ||||
2025-07-22 | 13F | Fenimore Asset Management Inc | 6,581 | 0.00 | 2,885 | 18.24 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 1,011 | -5.07 | 443 | 12.15 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 2,219 | 994 | ||||||
2025-07-24 | 13F | West Bancorporation Inc | 10,164 | -2.17 | 4,456 | 15.65 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10,029 | 69.95 | 4,397 | 100.91 | ||||
2025-08-14 | 13F | East Coast Asset Management, LLC. | 593 | 0.00 | 260 | 18.26 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 70,789 | 23.02 | 31,034 | 45.44 | ||||
2025-05-08 | 13F | Lee-Kelleher Wealth Management | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 2,043,290 | 1.77 | 895,777 | 20.32 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 226,422 | 2.12 | 83,962 | -7.74 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 66,879 | -3.37 | 30,442 | 18.62 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 18,444 | -13.95 | 8,086 | 1.72 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 25 | 0.00 | 11 | 11.11 | ||||
2025-08-11 | 13F | Platform Technology Partners | 9,503 | 5.73 | 4,166 | 25.03 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 15,875 | 3.61 | 6,960 | 22.50 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 23,129 | -0.31 | 10,345 | 20.22 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99,487 | 15.37 | 43,615 | 36.40 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 706 | 310 | ||||||
2025-07-08 | 13F | Dover Advisors, Llc | 1,357 | -1.17 | 595 | 16.70 | ||||
2025-04-23 | 13F | Baugh & Associates, LLC | 0 | -100.00 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 1,325 | -18.26 | 581 | -3.49 | ||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 5,444 | -2.37 | 2,387 | 15.43 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 12,078 | 19.21 | 5,295 | 40.91 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 523 | 3.36 | 229 | 22.46 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 1,400 | 0.00 | 614 | 18.11 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1,956,214 | -1.98 | 857,604 | 15.89 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 25,510 | 0.04 | 11 | 22.22 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 3,528 | -0.11 | 1,547 | 18.11 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 3,571 | 8.34 | 1,566 | 28.07 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 1,656 | 2.67 | 726 | 21.24 | ||||
2025-05-13 | 13F | Granite Investment Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 261 | 0.00 | 114 | 18.75 | ||||
2025-07-22 | 13F | Wynn Capital, LLC | 1,197 | 0.00 | 525 | 18.28 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 548 | 0.00 | 240 | 7.14 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 240 | 0.00 | 105 | 19.32 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 4,697 | 3.76 | 2,059 | 22.71 | ||||
2025-08-14 | 13F | Win Advisors, Inc | 34,286 | 15,031 | ||||||
2025-07-14 | 13F | Signature Securities Group Corporation | 1,387 | -4.48 | 609 | 13.01 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 6,952 | -0.63 | 3,048 | 17.46 | ||||
2025-08-08 | 13F | Condor Capital Management | 141,644 | -0.50 | 62,097 | 17.63 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 503 | -46.55 | 221 | -36.96 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,020 | -6.76 | 447 | 10.37 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 3,270 | 0.00 | 1,213 | 0.00 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 130,095 | -1.09 | 57,034 | 16.94 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 657 | 10.23 | 288 | 30.32 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 32,292 | -1.29 | 11,975 | -10.82 | ||||
2025-07-21 | 13F | Family CFO Inc | 11,825 | 2.04 | 5,184 | 20.64 | ||||
2025-07-24 | 13F | Bey-Douglas LLC | 1,425 | 19.65 | 624 | 41.50 | ||||
2025-08-14 | 13F | Kitching Partners, Llc | 2,917 | -3.70 | 1,279 | 13.80 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 1,625 | 712 | ||||||
2025-07-31 | 13F | CVA Family Office, LLC | 3,067 | 0.00 | 1,344 | 18.21 | ||||
2025-09-03 | 13F | American Trust | 2,784 | 1,221 | ||||||
2025-08-14 | 13F | Operose Advisors LLC | 3,429 | 7.90 | 1,503 | 27.59 | ||||
2025-07-11 | 13F | Busey Wealth Management | 4,963 | 4.00 | 2,176 | 22.95 | ||||
2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 1,117 | 0.90 | 490 | 19.27 | ||||
2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Solstein Capital, LLC | 849 | -71.78 | 372 | -66.64 | ||||
2025-05-15 | 13F | Paloma Partners Management Co | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 6,895 | -4.95 | 3,023 | 12.38 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 4,537 | 64.15 | 1,989 | 94.24 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 124 | 0.00 | 54 | 20.00 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 251 | 110 | ||||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 620 | 0.00 | 272 | 17.83 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 22,139 | 9,706 | ||||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 14,264 | -13.15 | 6,253 | 2.68 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 1,492 | -50.27 | 654 | -41.19 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 71 | 31 | ||||||
2025-08-05 | 13F | Towercrest Capital Management | 2,191 | 0.00 | 961 | 18.23 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 2,692 | -98.74 | 1,180 | -98.52 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 1,605 | -10.03 | 704 | 6.35 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 800 | -68.69 | 351 | -63.04 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 2,319 | 0.00 | 1,017 | 18.28 | ||||
2025-07-29 | 13F | BXM Wealth LLC | 4,794 | 0.00 | 2,102 | 18.23 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 386,221 | -1.73 | 169,319 | 16.17 | ||||
2025-07-29 | 13F | RWQ Financial Management Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 15,445 | -3.03 | 6,771 | 14.65 | ||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 6,198 | -22.21 | 3 | 0.00 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 1,391 | 0.00 | 610 | 18.25 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 11,937 | 1.51 | 5,233 | 20.02 | ||||
2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 4,762 | -3.37 | 2,090 | 14.40 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 2,730 | -0.58 | 1,197 | 17.49 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 84 | 37 | ||||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 848 | 0.00 | 372 | 18.15 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 764 | -4.74 | 335 | 12.79 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 653 | 1.08 | 286 | 19.67 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 3,149 | -4.49 | 1,381 | 12.93 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Growth ETF | 3,141 | 10.25 | 1,188 | -0.25 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 1,961 | -7.85 | 860 | 9.01 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 42,581 | 3.63 | 18,667 | 22.51 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 36,222 | -9.31 | 15,880 | 7.22 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 284 | 0.00 | 125 | 18.10 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 7,343 | 16.13 | 3,219 | 37.33 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 876 | 0.00 | 384 | 18.52 | ||||
2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 616 | 270 | ||||||
2025-07-29 | 13F | Crux Wealth Advisors | 3,932 | -1.21 | 1,724 | 16.81 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 1,362 | 0.15 | 597 | 18.45 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 24,130 | 117.82 | 10,574 | 157.44 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 3,535 | 1.79 | 1,550 | 20.36 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 5,167 | 2,265 | ||||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 737 | 0.00 | 323 | 18.32 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 74,590 | -1.30 | 32,700 | 16.69 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 37,390 | -0.26 | 16,392 | 18.05 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 72,932 | 3.25 | 32 | 19.23 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7,570 | 0.61 | 3,319 | 18.97 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 2,461 | -1.99 | 1,079 | 15.79 | ||||
2025-08-14 | 13F | Headinvest, Llc | 2,978 | 1.95 | 1,306 | 20.50 | ||||
2025-07-09 | 13F | Bay Rivers Group | 12,156 | 1.71 | 5,329 | 20.24 | ||||
2025-07-24 | 13F | Shayne & Co., Llc | 2,100 | 0.00 | 921 | 18.25 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 285,908 | 8.09 | 124,075 | 26.47 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 726 | 0.00 | 318 | 18.22 | ||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 542 | 238 | ||||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 72 | 0.00 | 30 | 0.00 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 9,438 | 613.92 | 4,138 | 744.29 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 56 | 0.00 | 25 | 20.00 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 32,618 | -1.46 | 14,816 | 18.89 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 127 | 0.00 | 56 | 17.02 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 592 | 0.00 | 260 | 18.26 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 69,503 | 1.59 | 30,470 | 20.11 | ||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 5,760 | -30.62 | 2,625 | -14.75 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 2,278 | 21.04 | 999 | 43.19 | ||||
2025-07-24 | 13F | Blair William & Co/il | 189,300 | -1.17 | 82,989 | 16.84 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 1,048 | 0.00 | 5 | 33.33 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 90,188 | -2.02 | 39,584 | 15.97 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | My Personal CFO, LLC | 675 | 0.00 | 296 | 18.00 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 583 | 0.00 | 255 | 18.06 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 745 | -0.13 | 327 | 18.12 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 598 | 0.00 | 262 | 18.55 | ||||
2025-08-14 | 13F | UBS Group AG | 5,916,441 | 0.69 | 2,593,768 | 19.04 | ||||
2025-08-07 | 13F | Commerce Bank | 57,017 | 0.48 | 24,996 | 18.79 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 27,109 | 2.15 | 11,885 | 20.76 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 7,433 | 91.08 | 3,259 | 125.00 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 1,342 | 43.38 | 588 | 69.45 | ||||
2025-08-07 | 13F | Latko Wealth Management, Ltd. | 11,279 | 1.53 | 5 | 0.00 | ||||
2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Strive Asset Management, LLC | 2,180 | 0.00 | 956 | 18.19 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,078 | -6.91 | 473 | 10.02 | ||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 3,334 | -0.60 | 1,463 | 17.62 | ||||
2025-08-08 | 13F | Croban | 743 | 0.00 | 326 | 18.18 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 15,750 | -12.05 | 6,905 | 3.98 | ||||
2025-07-09 | 13F | Fjell Capital, LLC | 7,194 | 2.68 | 3,154 | 21.41 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 817,453 | 73.91 | 358,372 | 105.61 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 33,005 | -9.18 | 14,469 | 7.37 | ||||
2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 51,389 | 10.94 | 22,529 | 31.17 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 5,835 | 0.00 | 2,558 | 18.26 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 2,758 | 0.00 | 1,209 | 18.30 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 18,567 | 1.40 | 6,885 | -8.96 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 3,306 | -2.16 | 1,449 | 15.73 | ||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 643 | -17.77 | 282 | -2.77 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 67,454 | -8.97 | 30 | 16.00 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 5,541 | 0.45 | 2,461 | 30.35 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 128,005 | 2.08 | 56,117 | 20.68 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 34,048 | 84.88 | 14,930 | 118.63 | ||||
2025-08-14 | 13F | Graham Capital Management, L.P. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 33,708 | 1.64 | 14,778 | 20.17 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10,670 | 5.99 | 4,678 | 25.32 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 36,041 | 2.92 | 15,772 | 21.46 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 17,432 | -75.04 | 7,642 | -70.49 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 30,205 | 4.59 | 13,242 | 23.66 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 2,151 | 18.77 | 943 | 40.39 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 1,498 | 0.27 | 657 | 18.41 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 498 | 0 | ||||||
2025-07-17 | 13F | Emerald Advisors, LLC | 18,354 | 2.09 | 8,046 | 20.70 |
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