Mga Batayang Estadistika
Pemilik Institusional | 1425 total, 1423 long only, 0 short only, 2 long/short - change of 5.63% MRQ |
Alokasi Portofolio Rata-rata | 1.0107 % - change of 7.91% MRQ |
Saham Institusional (Jangka Panjang) | 350,290,674 (ex 13D/G) - change of 1.45MM shares 0.42% MRQ |
Nilai Institusional (Jangka Panjang) | $ 24,299,583 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard STAR Funds - Vanguard Total International Stock ETF (US:VXUS) memiliki 1425 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 350,290,674 saham. Pemegang saham terbesar meliputi Vanguard Group Inc, Bank Of America Corp /de/, Rakuten Investment Management, Inc., Envestnet Asset Management Inc, Morgan Stanley, Wealthspire Advisors, LLC, Cetera Investment Advisers, HB Wealth Management, LLC, Cambridge Investment Research Advisors, Inc., and Jpmorgan Chase & Co .
Struktur kepemilikan institusional Vanguard STAR Funds - Vanguard Total International Stock ETF (NasdaqGM:VXUS) 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 71.78 / share. Previously, on September 9, 2024, the share price was 61.75 / share. This represents an increase of 16.23% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 836,166 | 1,100.11 | 57,771 | 1,224.39 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6,735 | 4.18 | 465 | 15.96 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 3,465 | 0.00 | 239 | 11.16 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 766 | 0.66 | 53 | 10.64 | ||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 81,592 | -3.65 | 5,637 | 7.21 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 8,639 | -7.65 | 597 | 2.76 | ||||
2025-04-23 | 13F | Sabal Trust CO | 5,853 | 0.00 | 363 | 5.52 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Davis R M Inc | 21,222 | 0.00 | 1,466 | 11.31 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 19,988 | 22.32 | 1,381 | 36.09 | ||||
2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 4,900 | -17.44 | 0 | |||||
2025-07-25 | 13F | NorthRock Partners, LLC | 25,590 | -4.59 | 1,768 | 6.13 | ||||
2025-08-14 | 13F | German American Bancorp, Inc. | 8,058 | -1.70 | 557 | 9.23 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 2,544 | 0.00 | 176 | 11.46 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Valley Financial Group, Inc. | 23,780 | 4.79 | 1,643 | 16.54 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 79,137 | -1.95 | 5,468 | 9.10 | ||||
2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 4,021 | 0.73 | 278 | 12.15 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 15,669 | 0.26 | 1,083 | 11.55 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 58,542 | 1,371.27 | 4,045 | 1,537.25 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8,147 | -11.27 | 563 | -1.40 | ||||
2025-07-28 | 13F | Essex LLC | 25,427 | 26.87 | 1,757 | 41.16 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 5,230 | 0.00 | 361 | 11.42 | ||||
2025-08-13 | 13F | Keystone Financial Group | 9,518 | 3.58 | 658 | 15.26 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 40,309 | 51.10 | 2,785 | 68.12 | ||||
2025-08-12 | 13F | Bahl & Gaynor Inc | 6,323 | 0.00 | 437 | 11.22 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 136,574 | -1.42 | 9,436 | 9.67 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6,301 | -32.59 | 435 | -25.00 | ||||
2025-07-10 | 13F | Bath Savings Trust Co | 45,068 | -1.27 | 3,114 | 9.84 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 2,114 | -0.33 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 59,850 | 2.82 | 4,135 | 14.42 | ||||
2025-07-23 | 13F | Gerber, Llc | 8,884 | 9.62 | 614 | 21.87 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 37,524 | 14.63 | 2,590 | 27.46 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 848,764 | 698.76 | 58,641 | 788.77 | ||||
2025-08-06 | 13F | Washington Trust Bank | 60,390 | -4.88 | 4,172 | 5.83 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 25,152 | 0.73 | 1,738 | 12.06 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 6,650 | -1.39 | 459 | 9.81 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 79,457 | -3.69 | 5 | 0.00 | ||||
2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 8,050 | 0.00 | 1 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2,936 | 203 | ||||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 20,953 | 53.06 | 1,301 | 61.41 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 23,728 | 0.00 | 1,639 | 11.27 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 555 | 0.00 | 38 | 11.76 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 38,297 | 7.26 | 2,664 | 19.95 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 121,779 | 0.12 | 8,414 | 11.39 | ||||
2025-08-15 | 13F | Keel Point, LLC | 3,248 | -5.66 | 224 | 5.16 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 547,558 | -2.77 | 38 | 8.82 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 3,171 | -19.29 | 219 | -10.25 | ||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 26,500 | 0.00 | 1,831 | 11.25 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 15,156 | 1,047 | ||||||
2025-07-22 | 13F | Net Worth Advisory Group | 8,676 | 599 | ||||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 10,500 | 0.00 | 725 | 11.20 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 371,885 | -64.95 | 25,694 | -61.01 | ||||
2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 7,400 | 0.00 | 511 | 11.33 | ||||
2025-08-15 | 13F | Synergy Financial Group, LTD | 4,234 | -3.07 | 292 | 7.75 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 22,404 | -2.40 | 1,548 | 8.56 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 4,021,245 | 25.68 | 277,844 | 39.84 | ||||
2025-08-11 | 13F | Covestor Ltd | 45 | 0 | ||||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1,146,169 | -4.21 | 79,189 | 6.58 | ||||
2025-08-07 | 13F | Cvfg Llc | 11,920 | 0.49 | 824 | 11.82 | ||||
2025-07-24 | 13F | Lmcg Investments, Llc | 6,807 | 10.68 | 470 | 23.36 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6,102 | 0.00 | 422 | 11.38 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Capital Research Global Investors | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Red Wave Investments LLC | 79,771 | -2.65 | 5,511 | 8.31 | ||||
2025-07-14 | 13F | Matrix Trust Co | 19,013 | 16.89 | 1 | 0.00 | ||||
2025-08-07 | 13F | CSM Advisors, LLC | 145,145 | 0.00 | 10 | 11.11 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 10,117 | 47.84 | 699 | 64.86 | ||||
2025-07-17 | 13F | Coastline Trust Co | 765 | 0.00 | 53 | 10.64 | ||||
2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Concord Wealth Partners | 168 | 0.60 | 12 | 10.00 | ||||
2025-08-08 | 13F | Creative Planning | 675,414 | -0.72 | 46,664 | 10.45 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 386 | 0.00 | 27 | 13.04 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 6,008 | 0.00 | 415 | 11.26 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 7,102 | 0.03 | 491 | 11.36 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 72,317 | 8.07 | 4,996 | 20.24 | ||||
2025-07-15 | 13F | McAdam, LLC | 8,825 | 610 | ||||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 6,458 | -0.12 | 446 | 11.22 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 6,525 | -5.42 | 451 | 5.14 | ||||
2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Ardent Capital Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 805,929 | -30.44 | 55,682 | -22.61 | ||||
2025-07-21 | 13F | Hilltop National Bank | 677 | 0.00 | 47 | 17.95 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1,503,064 | -10.68 | 103,847 | -0.62 | ||||
2025-08-13 | 13F | Certior Financial Group, Llc | 37,146 | -0.76 | 2,566 | 10.41 | ||||
2025-07-30 | 13F | Klingenstein Fields & Co Lp | 4,082 | 0.00 | 282 | 11.46 | ||||
2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 8,726 | 0.83 | 603 | 12.10 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 41 | -21.15 | 3 | -33.33 | ||||
2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13,959 | 282.44 | 964 | 326.55 | ||||
2025-07-18 | 13F | Ewa, Llc | 8,792 | 0.73 | 607 | 11.99 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12,069 | 34.89 | 834 | 50.09 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 110 | 8 | ||||||
2025-07-16 | 13F | Exeter Financial, LLC | 3,108 | 215 | ||||||
2025-08-18 | 13F | Hollencrest Capital Management | 24,754 | 0.72 | 1,710 | 12.06 | ||||
2025-04-03 | 13F | First Hawaiian Bank | 118,347 | -25.43 | 7,349 | -21.42 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 39,576 | -0.09 | 2,734 | 11.18 | ||||
2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Cooksen Wealth, LLC | 2 | 0 | ||||||
2025-08-06 | 13F | Legacy Bridge, LLC | 25,059 | 0.00 | 1,731 | 11.25 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 750 | 0.00 | 52 | 10.87 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 69,975 | 29.29 | 4,835 | 43.83 | ||||
2025-07-24 | 13F | Lindenwold Advisors | 314,710 | 3.22 | 21,743 | 14.84 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 242,968 | 0.71 | 16,787 | 12.04 | ||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 3,518 | -0.14 | 243 | 11.47 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 7,690 | 0.00 | 1 | |||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 3,330 | 6.39 | 230 | 13.30 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 15,511 | -27.62 | 1,072 | -19.53 | ||||
2025-07-25 | 13F | FIDELIS iM, LLC | 249,893 | -0.79 | 17,265 | 115,000.00 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Life Planning Partners, Inc | 3,757 | -97.08 | 260 | -88.15 | ||||
2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 3,390 | 0.00 | 234 | 11.43 | ||||
2025-08-12 | 13F | MAI Capital Management | 294,238 | 7.55 | 20,329 | 19.65 | ||||
2025-07-25 | 13F | Bricktown Capital, LLC | 41,175 | -85.20 | 2,845 | -83.54 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 2,663 | 115.80 | 184 | 140.79 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24,538 | -35.60 | 1,695 | -28.36 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Adirondack Trust Co | 35 | 0.00 | 2 | 0.00 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 450,685 | 1.59 | 31,138 | 13.03 | ||||
2025-08-01 | 13F | Planning Directions Inc | 6,418 | 36.12 | 443 | 51.71 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 491,534 | -6.93 | 33,960 | 3.55 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 5,583 | -7.54 | 386 | 2.94 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,725 | 0.00 | 119 | 11.21 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 9,562 | 661 | ||||||
2025-08-14 | 13F | Gould Capital, LLC | 492 | 34 | ||||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 18,935 | 1,308 | ||||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 842,765 | 4.78 | 58,228 | 16.57 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1,230,603 | 27.23 | 85,022 | 41.56 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 41,125 | -50.43 | 2,920 | -44.96 | ||||
2025-07-17 | 13F | Luminvest Wealth Management LLC | 743,366 | 5.82 | 51,335 | 17.68 | ||||
2025-07-18 | 13F | First Pacific Financial | 1,846 | 0.00 | 128 | 11.40 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 20,757 | 0.00 | 1,434 | 11.25 | ||||
2025-07-18 | 13F | United Bank | 20,495 | 0.00 | 1,416 | 11.32 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 9,257 | 5.79 | 634 | 10.86 | ||||
2025-07-11 | 13F | Walker Financial Services, Inc. | 108,182 | 1.77 | 7,474 | 13.23 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3,892 | -17.03 | 269 | -7.90 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 14,885 | -42.37 | 1,028 | -35.87 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 4,758 | 0.51 | 329 | 11.95 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 286,051 | -0.10 | 19,763 | 11.15 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 728,335 | -0.16 | 50,321 | 11.08 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 19,579 | -23.20 | 1 | 0.00 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 642,031 | 11.68 | 44,358 | 24.25 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 105 | -82.73 | 7 | -81.08 | ||||
2025-07-29 | 13F | Unison Advisors LLC | 5,768 | 3.80 | 399 | 15.36 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 29,294 | 2,024 | ||||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 10,280 | 7.27 | 710 | 19.33 | ||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 10,200 | 705 | ||||||
2025-07-16 | 13F | Meredith Wealth Planning | 12,039 | 2.67 | 832 | 14.15 | ||||
2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 671,100 | -4.74 | 42,856 | -0.14 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 4,878 | 0.00 | 337 | 11.59 | ||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 6,234 | 0.00 | 431 | 5.91 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 67,546 | -5.75 | 4,667 | 4.85 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 171,012 | -2.06 | 11,737 | 12.97 | ||||
2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 157,788 | 6.68 | 10,902 | 18.68 | ||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 45,134 | 10.11 | 3,118 | 22.51 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 9,414 | -33.71 | 650 | -26.22 | ||||
2025-08-12 | 13F | Main Management LLC | 163,347 | 0.47 | 11 | 10.00 | ||||
2025-04-23 | 13F | Archford Capital Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Belmont Capital, LLC | 49 | 0.00 | 3 | 0.00 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 18,195 | 94.08 | 1,257 | 115.98 | ||||
2025-07-31 | 13F/A | Avion Wealth | 985 | 0.00 | 0 | |||||
2025-07-18 | 13F | Wiser Wealth Management, Inc | 35,153 | 7.73 | 2,429 | 19.84 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 550,237 | 5.60 | 38,016 | 17.49 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 19,022 | 5.72 | 1,314 | 17.64 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 594,712 | -2.20 | 36,932 | 3.06 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 25,457 | -22.09 | 1,766 | -9.94 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 1,244,096 | 1.63 | 77,258 | 7.09 | ||||
2025-07-11 | 13F | First PREMIER Bank | 4,295 | 0.00 | 0 | |||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 2,178 | 0.69 | 150 | 11.94 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2,964 | -73.46 | 205 | -70.56 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26,448 | 295.75 | 1,827 | 340.24 | ||||
2025-07-18 | 13F | TPG Advisors LLC | 3,706 | 0.00 | 256 | 11.30 | ||||
2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 25,983 | 4.32 | 1,795 | 16.11 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 278 | 19 | ||||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15,156 | 1,047 | ||||||
2025-08-13 | 13F | Maia Wealth LLC | 8,369 | 83.25 | 578 | 108.66 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 8,239 | 0.00 | 569 | 11.35 | ||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 1,076,225 | -1.27 | 74,668 | 12.26 | ||||
2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 827,388 | -24.59 | 57,164 | -16.11 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 13,866 | 7.69 | 958 | 19.90 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 21,486 | 364.56 | 1,485 | 417.07 | ||||
2025-07-14 | 13F | BetterWealth, LLC | 4,215 | 0.00 | 291 | 11.49 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 594,068 | -3.85 | 41,044 | 6.98 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10,891 | -4.52 | 752 | 6.21 | ||||
2025-08-14 | 13F | Osterweis Capital Management Inc | 190 | 12.43 | ||||||
2025-08-13 | 13F | Okabena Investment Services Inc | 637,377 | 0.00 | 44,036 | 11.26 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 3,407 | 235 | ||||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 3,466 | 0.00 | 239 | 11.16 | ||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 3,560 | 0.00 | 246 | 10.86 | ||||
2025-07-30 | 13F | Whittier Trust Co | 17,017 | -8.76 | 1,176 | 1.47 | ||||
2025-08-06 | 13F | Agf Management Ltd | 11,065 | 0.09 | 764 | 11.37 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 8,276 | 0.00 | 572 | 11.31 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5,083 | 0.41 | 351 | 11.78 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 120 | 0.84 | 8 | 14.29 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 60,642 | 8.75 | 4,190 | 21.00 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 180,259 | 1.41 | 12,454 | 12.83 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4,018 | 278 | ||||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 15,654 | -0.41 | 1,082 | 10.76 | ||||
2025-07-15 | 13F | Tenon Financial LLC | 658,588 | 102.38 | 43,227 | 113.90 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 52,399 | 7.55 | 3,620 | 19.67 | ||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 6,618 | -3.49 | 457 | 7.53 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2,613,868 | 2.65 | 180,592 | 14.20 | ||||
2025-08-12 | 13F | Comprehensive Financial Management LLC | 38,568 | 0.00 | 2,665 | 11.23 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 19,867 | 1.84 | 1,373 | 13.29 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 13,452 | 28.04 | 929 | 42.48 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2,900 | 200 | ||||||
2025-08-13 | 13F | Avestar Capital, LLC | 9,247 | 98.18 | 639 | 120.76 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 504 | -6.49 | 35 | 3.03 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 5,937 | 0.59 | 410 | 12.02 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 44,294 | -1.03 | 3,060 | 10.11 | ||||
2025-07-15 | 13F | Wealth Effects Llc | 7,696 | -6.66 | 532 | 3.71 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 209 | 16.76 | 14 | 27.27 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 75,208 | -0.10 | 5 | 25.00 | ||||
2025-08-12 | 13F | Change Path, LLC | 38,730 | 10.65 | 2,676 | 23.10 | ||||
2025-08-11 | 13F | Baldwin Investment Management, LLC | 25,136 | 1.04 | 1,737 | 12.44 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 85,372 | 0.11 | 5,898 | 11.39 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 138,890 | 0.06 | 9,596 | 11.31 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 18,893 | -33.66 | 1,305 | -26.19 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 4,117 | -1.70 | 284 | 9.23 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 160,966 | 20.43 | 11,121 | 33.99 | ||||
2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 44,847 | -14.11 | 3,098 | -4.44 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 3,626 | 0.58 | 251 | 12.11 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 19,783 | 138.38 | 1,367 | 165.24 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 4,186 | -6.90 | 289 | 3.58 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 33,573 | 15.55 | 2,320 | 28.55 | ||||
2025-08-14 | 13F | City National Bank Of Florida /msd | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 139,108 | -1.15 | 9,611 | 9.98 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 6,670 | 10.16 | 461 | 22.34 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14,769 | -0.53 | 1,020 | 10.75 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1,775 | 0.00 | 123 | 10.91 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 53,613 | 0.00 | 3,329 | 5.38 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Cetera Trust Company, N.A | 700 | 0.00 | 48 | 11.63 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 5,738 | 58.68 | 396 | 85.92 | ||||
2025-07-16 | 13F | Plancorp, LLC | 25,479 | 7.37 | 1,760 | 19.48 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12,340 | 1.72 | 853 | 13.15 | ||||
2025-07-25 | 13F | JustInvest LLC | 16,737 | 1,156 | ||||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 716,214 | -0.72 | 49,483 | 10.46 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 3,731 | 258 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 95,422 | 12.76 | 6,593 | 25.44 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 8,249 | -4.10 | 570 | 6.55 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 244,295 | 19.75 | 16,878 | 33.23 | ||||
2025-08-13 | 13F | Farnam Financial LLC | 15,690 | 10.74 | 1,084 | 23.32 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 373 | 26 | ||||||
2025-08-13 | 13F | Lynch Asset Management, Inc. | 25,150 | -9.04 | 1,738 | 1.16 | ||||
2025-03-31 | NP | AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 19,576 | 10.68 | 1,353 | 23.13 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 21,383 | 3.44 | 1,477 | 15.12 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 32,696 | 4.88 | 2,259 | 16.69 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 19,631 | 0.23 | 1,356 | 17.50 | ||||
2025-08-04 | 13F | Assetmark, Inc | 12,544 | 357.31 | 867 | 409.41 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 33,676 | 0.00 | 2,327 | 10.50 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 556 | -15.50 | 38 | -5.00 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5,102 | -81.47 | 352 | -79.40 | ||||
2025-08-12 | 13F | Tableaux Llc | 17,466 | 676 | ||||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 174,475 | 4.72 | 12,054 | 16.51 | ||||
2025-08-01 | 13F | Providence First Trust Co | 10,695 | 12.00 | 739 | 24.66 | ||||
2025-07-21 | 13F | Custos Family Office, LLC | 44,337 | 0.01 | 3,063 | 11.26 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 400 | -87.58 | 28 | -86.43 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 9,387 | 4.77 | 649 | 16.55 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 36,850 | 98.16 | 2,547 | 120.43 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 344 | -26.34 | 24 | -20.69 | ||||
2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 100 | 0.00 | 7 | 0.00 | ||||
2025-05-09 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 27,831 | 4.14 | 1,923 | 22.11 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 16,545 | 0.09 | 1,143 | 11.40 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17,668 | 2.81 | 1,221 | 9.03 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 7,997 | -5.20 | 553 | 5.54 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 36,725 | 0.00 | 2,537 | 11.27 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 17,607 | 31.45 | 1,216 | 46.33 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 13 | 0.00 | 1 | |||||
2025-08-11 | 13F | Birchbrook, Inc. | 7 | 0.00 | 1 | |||||
2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 34,851 | 157.96 | 2,408 | 187.23 | ||||
2025-05-15 | 13F | Rakuten Investment Management, Inc. | 13,400,600 | 837,672 | ||||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 130,187 | 6.31 | 8,987 | 18.17 | ||||
2025-07-11 | 13F | Weatherly Asset Management L. P. | 7,783 | 12.31 | 538 | 24.88 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 278,521 | 6.97 | 19,243 | 19.02 | ||||
2025-07-07 | 13F | First Community Trust Na | 7,471 | 8.02 | 516 | 20.28 | ||||
2025-08-14 | 13F | Dearborn Partners Llc | 3,700 | 12.12 | 256 | 25.00 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 79,914 | 5,521 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 21,501 | 9.30 | 1,485 | 21.62 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35,756 | -43.85 | 2,470 | -37.53 | ||||
2025-07-16 | 13F | American National Bank | 24,791 | 106.18 | 1,713 | 129.49 | ||||
2025-08-13 | 13F | Thornburg Investment Management Inc | 5,805 | 401 | ||||||
2025-07-30 | 13F | Financial Perspectives, Inc | 1,922 | 0.63 | 133 | 11.86 | ||||
2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 71,200 | 0.89 | 4,919 | 12.25 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 5,338 | 0.02 | 370 | 25.00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1,847,994 | 3.49 | 127,678 | 15.14 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 16,631,183 | -30.40 | 1,149,048 | -22.56 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 15,765 | 1.21 | 1,089 | 12.62 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 28,610 | 2.14 | 1,977 | 13.63 | ||||
2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 147,510 | 11.51 | 10,191 | 24.07 | ||||
2025-07-15 | 13F | Verum Partners LLC | 8,185 | 566 | ||||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4,943 | -0.12 | 342 | 11.07 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,801 | 0.28 | 124 | 18.10 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 6,989 | 0 | ||||||
2025-07-30 | 13F | TFB Advisors LLC | 6,589 | 9.85 | 455 | 22.31 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 10,756 | -0.39 | 743 | 10.90 | ||||
2025-07-21 | 13F | HT Partners LLC | 5,690 | -11.26 | 393 | -1.26 | ||||
2025-07-29 | 13F | Salus Financial Advisors, LLC | 6,222 | 44.70 | 430 | 60.67 | ||||
2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 4,604 | 0.31 | 0 | |||||
2025-07-10 | 13F | Burns J W & Co Inc/ny | 84,272 | 15.60 | 5,822 | 28.61 | ||||
2025-07-23 | 13F | Penney Financial, LLC | 37,649 | -7.83 | 2,601 | 2.56 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 1,596,824 | -4.12 | 110,349 | 6.70 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 47,373 | 160.71 | 3,273 | 190.16 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 9,784 | 0.00 | 676 | 11.20 | ||||
2025-05-09 | 13F | Pinney & Scofield, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 11,087 | 5.63 | 766 | 23.95 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 72,413 | -1.04 | 5,003 | 10.10 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 4,594 | 0.07 | 317 | 11.23 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 12,621 | -14.88 | 872 | -5.33 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4,079 | 0 | ||||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 46,876 | 0.88 | 3,239 | 12.24 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,409,537 | -0.22 | 443 | 11.06 | ||||
2025-08-11 | 13F | Lummis Asset Management, LP | 14,038 | 6.49 | 970 | 18.46 | ||||
2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 74,897 | 8.06 | 5,175 | 20.21 | ||||
2025-07-31 | 13F | Intelligent Financial Strategies | 18,659 | 53.47 | 1,289 | 70.73 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 5,986 | 414 | ||||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 8,239 | 569 | ||||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 3,834 | 0.00 | 265 | 10.92 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 12,307 | 6.81 | 850 | 18.88 | ||||
2025-08-13 | 13F | Haverford Trust Co | 747,101 | -0.50 | 51,617 | 10.70 | ||||
2025-08-14 | 13F | Comerica Bank | 647,545 | 0.51 | 44,739 | 11.82 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 2,238 | -72.82 | 155 | -69.86 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 5,551,166 | 370.99 | 383,530 | 424.01 | ||||
2025-07-16 | 13F | EdgeRock Capital LLC | 8,267 | 571 | ||||||
2025-07-17 | 13F | Financial Partners Group, LLC | 7,017 | 0.00 | 485 | 11.26 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 8,583 | 593 | ||||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4,694 | 4.45 | 324 | 16.13 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,782 | 24.43 | 330 | 38.66 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 34,033 | 7.73 | 2,351 | 19.89 | ||||
2025-07-22 | 13F | Hrc Wealth Management, Llc | 14,311 | 0.01 | 989 | 11.26 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 25,454 | -7.01 | 1,759 | 3.47 | ||||
2025-07-11 | 13F | Bridge Creek Capital Management LLC | 5,883 | 0.00 | 406 | 11.23 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 401,071 | -0.44 | 27,710 | 10.77 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 18,061 | -57.14 | 1,248 | -52.33 | ||||
2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6,658 | 460 | ||||||
2025-07-15 | 13F | Kwmg, Llc | 5,003 | 0.08 | 346 | 11.29 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 31,689 | 8.28 | 2,252 | 18.84 | ||||
2025-08-08 | 13F | Gts Securities Llc | 14,236 | 984 | ||||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 63,670 | -3.66 | 4,399 | 7.16 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 8,847 | -91.12 | 611 | -90.12 | ||||
2025-08-12 | 13F | Prudential Plc | 660,000 | 100.00 | 45,599 | 122.51 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 8,625 | 15.74 | 596 | 28.79 | ||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 7,365 | 0.00 | 457 | 5.30 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 61,746 | 11.18 | 4,266 | 23.72 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 749 | -42.34 | 52 | -36.25 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 81,653,776 | 2.30 | 5,641,458 | 13.82 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 7,891 | 15.38 | 545 | 28.54 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1,931 | -13.56 | 133 | -3.62 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 12,499 | 0.09 | 864 | 11.35 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 3 | 0 | ||||||
2025-08-11 | 13F | Bulltick Wealth Management, LLC | 4,866 | 0.00 | 336 | 11.26 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3,347 | 0.03 | 231 | 11.59 | ||||
2025-04-17 | 13F | Sfm, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 5,975 | 81.06 | 413 | 101.96 | ||||
2025-07-22 | 13F | Sage Investment Counsel LLC | 7,247 | 1.27 | 501 | 12.61 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 469,701 | -3.21 | 32,452 | 7.69 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 3,957 | 0.00 | 273 | 11.43 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 10,438,638 | 1.78 | 721,205 | 13.24 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 25,821 | -0.72 | 1,784 | 10.40 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 92,347 | -1.20 | 6,380 | 9.92 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 22,281 | 60.16 | 1,539 | 78.33 | ||||
2025-08-15 | 13F | Pine Ridge Advisers LLC | 7,271 | 0.00 | 502 | 11.31 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,242,288 | 5.52 | 85,830 | 17.39 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 189 | 13 | ||||||
2025-08-14 | 13F | Hancock Whitney Corp | 7,206 | 498 | ||||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 374,926 | -10.15 | 26 | 0.00 | ||||
2025-07-31 | 13F | City State Bank | 427 | 0.00 | 30 | 11.54 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 26,905 | 2.14 | 1,671 | 5.16 | ||||
2025-08-04 | 13F | One Day In July LLC | 5,866 | 405 | ||||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 79,868 | -0.50 | 5,518 | 10.71 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia Trust Co | 3,000 | 207 | ||||||
2025-07-30 | 13F | Axiom Financial Strategies, LLC | 255,904 | -3.90 | 17,680 | 6.92 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 1,562,593 | 6.27 | 107,960 | 18.23 | ||||
2025-08-12 | 13F | Latigo Investments, LLC | 110,240 | 0.00 | 7,616 | 11.26 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3,641 | 0.00 | 252 | 11.06 | ||||
2025-08-15 | 13F | United Services Automobile Association | 180,202 | -45.18 | 12,450 | -39.21 | ||||
2025-08-14 | 13F | Promus Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Opulen Financial Group LLC | 2,947 | 204 | ||||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5,925 | 0.00 | 409 | 11.44 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 402,030 | 23 | ||||||
2025-07-23 | 13F | True Vision MN LLC | 18,487 | -1.26 | 1,277 | 9.90 | ||||
2025-08-13 | 13F | Wealthquest Corp | 3,313 | 0.00 | 229 | 11.22 | ||||
2025-08-07 | 13F | Allworth Financial LP | 358,193 | 9.09 | 24,748 | 19.04 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 126,974 | -5.16 | 8,773 | 5.52 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 3,001 | -8.51 | 207 | -0.96 | ||||
2025-07-08 | 13F | Charis Legacy Partners, LLC | 159,642 | 5.35 | 11,030 | 17.21 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1,832 | -23.89 | 127 | -16.00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 120,074 | 18.96 | 8,296 | 32.34 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 6,787 | 12.29 | 469 | 24.80 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 10,060 | 19.49 | 695 | 33.14 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Adviser Investments LLC | 68,186 | 5.71 | 4,711 | 17.60 | ||||
2025-07-15 | 13F | Cora Capital Advisors Llc | 15,394 | 0.33 | 1,064 | 11.66 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 3,266 | -52.86 | 226 | -47.67 | ||||
2025-07-17 | 13F | Chicago Capital, LLC | 16,356 | -1.39 | 1,130 | 9.82 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 67,525 | -3.34 | 4,665 | 7.54 | ||||
2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 6,725 | 0.00 | 465 | 11.27 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 88,460 | 18.04 | 6,112 | 122,120.00 | ||||
2025-08-08 | 13F | WP Advisors, LLC | 7,018 | 0.72 | 485 | 12.04 | ||||
2025-08-05 | 13F | Elm Partners Management LLC | 4,562 | -34.19 | 315 | -26.74 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 7,211 | 498 | ||||||
2025-08-14 | 13F | Betterment LLC | 280,648 | 466.81 | 19 | 533.33 | ||||
2025-07-31 | 13F | BIP Alliance, LLC | 4,214 | -41.58 | 291 | -34.90 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 38,533 | 0.00 | 2,662 | 11.29 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 63,722 | -6.34 | 4,403 | 4.21 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 800 | 55 | ||||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 24 | 0.00 | 2 | 0.00 | ||||
2025-07-15 | 13F | First City Capital Management, Inc. | 5,640 | 0.45 | 390 | 11.78 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 39,060 | -3.60 | 2,699 | 7.23 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 6,501 | 0.00 | 449 | 11.41 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 24,520 | 2.84 | 2 | 0.00 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5,772 | 18.16 | 399 | 31.35 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,975 | 10.96 | 551 | 23.54 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 24,638 | 34.61 | 1,702 | 49.82 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 37,150 | 18.75 | 2,567 | 32.13 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 6,370 | 0.00 | 0 | |||||
2025-08-04 | 13F | JDM Financial Group LLC | 163 | 0.00 | 11 | 10.00 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 4,838 | 0.00 | 334 | 11.33 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 118,164 | -0.69 | 8 | 14.29 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 35,436 | -8.72 | 2,448 | 13.54 | ||||
2025-08-05 | 13F | Key FInancial Inc | 4,315 | 11.87 | 298 | 24.69 | ||||
2025-08-14 | 13F | Clayton Partners LLC | 37,562 | -9.70 | 2,595 | 0.46 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 10,644 | 735 | ||||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 14,159 | -2.12 | 978 | 8.91 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 608 | -92.04 | 42 | -91.14 | ||||
2025-07-10 | 13F | Umb Bank N A/mo | 56 | 0.00 | 3 | 0.00 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 3,841 | -59.74 | 265 | -55.24 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 501,490 | 3.84 | 31,142 | 9.42 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 147,005 | 8.97 | 10,157 | 21.24 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Callan Family Office, LLC | 131,868 | 7.57 | 9,111 | 19.68 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 125,607 | 1.92 | 8,678 | 13.39 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 23,055 | 0.65 | 1,593 | 11.95 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15,727 | 6.70 | 1,087 | 18.69 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3,088 | 213 | ||||||
2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 45,793 | -1.10 | 3,164 | 10.02 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1,922,926 | -1.97 | 132,855 | 9.07 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 29,557 | 2,042 | ||||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 564,240 | -2.46 | 38,983 | 8.52 | ||||
2025-08-08 | 13F | Bailard, Inc. | 90,470 | 6.53 | 6,251 | 18.53 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 53,746 | 1.35 | 3,713 | 12.75 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6,652 | 5.09 | 460 | 16.79 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 127,603 | -9.61 | 8,816 | 0.57 | ||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 1,198,578 | -6.74 | 83 | 3.80 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 171,970 | -11.45 | 10,982 | -7.18 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,669 | 50.79 | 11,838 | 3,658.10 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 5,329 | 0.00 | 368 | 11.52 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 3,668 | 0.00 | 253 | 11.45 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 14,174 | 0.78 | 979 | 12.14 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 8,544 | 0.07 | 590 | 11.32 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 8,074 | 558 | ||||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 12,578 | 869 | ||||||
2025-07-16 | 13F | Embree Financial Group | 3,576 | 0.36 | 247 | 11.76 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4,729 | -2.07 | 327 | 9.03 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 154,950 | 3.28 | 10,705 | 14.90 | ||||
2025-07-23 | 13F | Elm3 Financial Group, LLC | 7,104 | 0.00 | 491 | 11.11 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 758,678 | 18.90 | 47,114 | 25.29 | ||||
2025-07-29 | 13F | TFC Financial Management | 1,701 | 0.65 | 118 | 12.50 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 4,599 | -74.20 | 318 | -71.36 | ||||
2025-07-18 | 13F | SimpliFi, Inc. | 8,255 | -1.57 | 570 | 9.62 | ||||
2025-07-15 | 13F | IMS Capital Management | 12,587 | 870 | ||||||
2025-07-22 | 13F | Ervin Investment Management, LLC | 13,809 | 0.58 | 954 | 11.97 | ||||
2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 8,557 | -42.45 | 591 | -35.97 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 18,599 | 0.00 | 1,285 | 11.35 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 54,096 | 17.10 | 3,737 | 30.30 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 46,044 | -28.74 | 3,181 | -20.71 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17,572 | -11.35 | 1,219 | -0.89 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 332,566 | -87.13 | 22,977 | -85.69 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 9,718 | 0.00 | 671 | 11.28 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 360 | 25 | ||||||
2025-08-01 | 13F | Unconventional Investor, LLC | 59,616 | -0.32 | 4,119 | 10.88 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 3,247 | -58.17 | 224 | -53.53 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 165,410 | -98.82 | 11,428 | -98.69 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 29,835 | -6.39 | 2,061 | 4.14 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 11,032 | 0.02 | 762 | 11.40 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 58,782 | 97.65 | 4,061 | 119.99 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 35,129 | 350.03 | 2,427 | 401.45 | ||||
2025-08-14 | 13F | Laird Norton Trust Company, Llc | 83,200 | -18.73 | 5,748 | -9.58 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 52,845 | 4 | ||||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1,300 | 0.23 | 90 | 11.25 | ||||
2025-07-24 | 13F | Freedom Day Solutions, LLC | 122,356 | -5.85 | 8,454 | 4.75 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 23,506 | 39.10 | 1,624 | 54.81 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 3,639 | 1.62 | 251 | 13.06 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 6,700 | 463 | |||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 43,120 | -0.44 | 2,979 | 10.78 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 285,515 | 2.56 | 19,726 | 14.10 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16,062 | 107.84 | 1,110 | 131.52 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 9,928 | -0.51 | 617 | 4.76 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 14,835 | -8.50 | 1,025 | 1.79 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 8,105 | 0.00 | 560 | 11.13 | ||||
2025-07-16 | 13F | MontVue Capital Management, Inc. | 135,255 | -0.89 | 9,345 | 10.27 | ||||
2025-08-11 | 13F | Sykon Capital Llc | 268,071 | 18,521 | ||||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 5,520 | 381 | ||||||
2025-07-31 | 13F | McCarthy Asset Management, Inc. | 68,821 | 5.42 | 4,755 | 17.27 | ||||
2025-08-07 | 13F | Nwam Llc | 7,255 | 0.00 | 501 | 11.33 | ||||
2025-08-04 | 13F | Continental Investors Services, Inc. | 27,929 | -1.05 | 1,930 | 10.35 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 107 | 0.00 | 7 | 16.67 | ||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 593,236 | 0.21 | 40,987 | 11.50 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 5,558 | 0.00 | 384 | 11.30 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 545 | 0.00 | 38 | 12.12 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 5,320 | 368 | ||||||
2025-07-18 | 13F | Northstar Group, Inc. | 107,322 | 8.01 | 7,415 | 20.16 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,616 | 38.19 | 595 | 53.75 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 183 | 0.55 | 13 | 9.09 | ||||
2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 65,272 | 5.16 | 4,510 | 17.00 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4,800 | 1,332.84 | 332 | 1,555.00 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 11,621 | 803 | ||||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 19,537 | 1,350 | ||||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5,212 | 360 | ||||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 103,880 | 20.89 | 7,177 | 34.50 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 76,288 | 0.67 | 5,271 | 11.98 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 3,212,031 | 1.25 | 221,919 | 12.64 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7,680 | 9.06 | 531 | 21.00 | ||||
2025-08-05 | 13F | Huntington National Bank | 5,126 | 149.68 | ||||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 47,374 | -1.97 | 3,273 | 9.06 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 612 | 42 | ||||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 300,630 | 0.10 | 20,771 | 11.36 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 9,114 | -45.68 | 630 | -39.58 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 3,552 | -2.84 | 245 | 7.93 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3,402 | 2.44 | 235 | 14.08 | ||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 3,972 | -23.25 | 274 | -14.64 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 46,556 | -0.75 | 3,217 | 10.44 | ||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 674 | 0.00 | 47 | 12.20 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 26,980 | 13.88 | 1,864 | 26.72 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 4,443 | -7.82 | 307 | 2.34 | ||||
2025-07-15 | 13F | BCS Wealth Management | 22,839 | 1.11 | 2 | 0.00 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 4,866 | 2.14 | 336 | 13.90 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 19,160 | 1.73 | 1,324 | 13.17 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 13,216 | -28.19 | 911 | -20.87 | ||||
2025-04-22 | 13F | Dopkins Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Columbia Asset Management | 27,692 | -3.45 | 1,913 | 7.41 | ||||
2025-07-30 | 13F | Retirement Planning Group | 32,411 | 0.45 | 2,239 | 11.78 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,076 | -39.04 | 420 | -32.20 | ||||
2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 14,817 | 0.00 | 1,024 | 11.20 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 5,686 | -0.05 | 393 | 11.05 | ||||
2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 12,437 | 2.91 | 859 | 14.53 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2,972 | 205 | ||||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 566 | 0.00 | 35 | 6.06 | ||||
2025-08-06 | 13F | S&t Bank/pa | 31,517 | 0.00 | 2,178 | 11.24 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 1,053 | 0.00 | 74 | 14.06 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 316,778 | 9,122.07 | 5 | -98.12 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Buckingham Strategic Partners | 241,641 | -2.11 | 16,695 | 8.91 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 40,652 | -0.43 | 2,809 | 10.77 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 100,458 | 4.33 | 6,941 | 16.07 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 350,558 | 2.68 | 24,220 | 14.25 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8,255 | 24.92 | 570 | 39.02 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 12,617 | -8.02 | 872 | 2.35 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 15,126 | 2.93 | 1,045 | 14.58 | ||||
2025-08-13 | 13F | Solidarilty Wealth, LLC | 7,191 | 0.00 | 497 | 11.21 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | ProVise Management Group, LLC | 15,215 | 12.93 | 1,051 | 25.72 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 7,802 | -15.50 | 539 | -5.93 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 14,501 | 22.14 | 1,002 | 35.82 | ||||
2025-05-29 | 13F | Parkshore Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | RBF Capital, LLC | 40,000 | -68.00 | 2,764 | -64.40 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1,147 | -30.32 | 79 | -22.55 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4,698 | -1.14 | 325 | 9.83 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 17,429 | 2.32 | 1,204 | 13.91 | ||||
2025-07-17 | 13F | Applied Capital LLC | 146,753 | 3.68 | 10,139 | 15.35 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 761,490 | 1.56 | 52,611 | 12.99 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 215,299 | 1.68 | 14,875 | 13.13 | ||||
2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 4,493 | -48.30 | 310 | -42.49 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 10,266 | -1.34 | 709 | 9.75 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 84,886 | -0.28 | 5,865 | 10.93 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 5,396 | 8.81 | 373 | 17.72 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 6,030 | -28.06 | 417 | -20.00 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 8,114 | -2.45 | 561 | 8.53 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3,245 | 0.40 | 224 | 12.00 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 14,317 | 0.00 | 989 | 11.25 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 523 | 0.77 | 36 | 12.50 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 37,771 | -2.25 | 2,610 | 8.75 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 10,763 | 0.04 | 744 | 11.23 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 27,125 | 0.04 | 1,874 | 11.35 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 61,527 | 2.83 | 4,249 | 13.88 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 35,499 | 1.25 | 2,453 | 12.63 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 24,918 | 24.47 | 1,722 | 38.46 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 8,449 | 0.00 | 584 | 11.26 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 35,214 | 4.20 | 2,433 | 15.92 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 414,805 | -9.03 | 28,659 | 1.21 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 4,985 | 41.38 | 344 | 57.80 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 17,097 | -4.62 | 1,181 | 6.11 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 19,915 | -0.38 | 1,376 | 10.80 | ||||
2025-08-07 | 13F | Cypress Capital, LLC | 161,840 | 42.79 | 11,182 | 58.87 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 6,405 | 9.41 | 442 | 21.76 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 116,706 | 0.00 | 8,063 | 11.26 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 33,462 | -1.85 | 2 | 0.00 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 5,110 | -1.77 | 353 | 9.29 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 148,441 | 10,256 | ||||||
2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 6,055 | 418 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 15,430 | -1.21 | 1,066 | 10.01 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Ames National Corp | 74,768 | -1.04 | 5,166 | 10.10 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 162,947 | -2.13 | 11,258 | 8.89 | ||||
2025-08-13 | 13F | Global Endowment Management, LP | 1,252,430 | -5.92 | 86,530 | 4.67 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3,304 | 228 | ||||||
2025-07-07 | 13F | Kings Path Partners LLC | 28 | 0.00 | 2 | 0.00 | ||||
2025-08-07 | 13F | Midwest Trust Co | 11,057 | 764 | ||||||
2025-07-28 | 13F | Bridges Investment Management Inc | 7,658 | -0.13 | 529 | 11.13 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 7,202 | 2.16 | 498 | 13.73 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 95,093 | -1.79 | 6,570 | 9.25 | ||||
2025-08-11 | 13F | Angeles Investment Advisors, LLC | 4,144,223 | 1.42 | 286,324 | 12.84 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 560,574 | 11.24 | 38,730 | 23.77 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1,863 | -35.49 | 129 | -28.49 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 8,212 | 58.78 | 567 | 76.64 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 293 | 0.69 | 20 | 11.11 | ||||
2025-07-14 | 13F | Capstone Wealth Management, LLC | 3,397 | -35.01 | 235 | -27.78 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 297,053 | 6.48 | 20,523 | 18.47 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 59,456 | 55.74 | 4,108 | 73.29 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 115,062 | -56.06 | 7,950 | -51.11 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 283,396 | 14.05 | 19,580 | 29.83 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 14,454 | 2.34 | 999 | 13.80 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 75,434 | 52.74 | 5,212 | 69.96 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 28,145 | -32.02 | 1,945 | -24.35 | ||||
2025-07-16 | 13F/A | CX Institutional | 1,645 | 0.00 | 0 | |||||
2025-08-14 | 13F | Helium Advisors LLC | 3,986 | 275 | ||||||
2025-07-28 | 13F | Verisail Partners, LLC | 14,290 | 0.00 | 987 | 11.27 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 13,442 | -0.33 | 929 | 10.87 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 78,707 | 69.78 | 5,438 | 88.92 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 3,851 | 0.00 | 266 | 11.30 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 91,104 | 6 | ||||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 2,908 | 201 | ||||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 25,428 | 6.13 | 1,757 | 18.09 | ||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 192,292 | 1.36 | 13,285 | 12.77 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 20,511 | 3.28 | 1,417 | 14.92 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 468,646 | 12.86 | 32,379 | 25.56 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 115,153 | 5.36 | 7,956 | 17.21 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 1,101,377 | 0.94 | 75,896 | 11.28 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 | -71.19 | 1 | -66.67 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 3,888 | -16.30 | 269 | -6.94 | ||||
2025-07-14 | 13F | Friday Financial | 25,187 | 0.00 | 1,740 | 10.69 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 17,688 | 13.96 | 1,222 | 26.90 | ||||
2025-07-25 | 13F | Cwm, Llc | 41,624 | -1.01 | 3 | 0.00 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 36,069 | 0.53 | 2,492 | 11.85 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 184,268 | -28.46 | 12,731 | -20.40 | ||||
2025-08-14 | 13F | Ariel Investments, Llc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Prime Buchholz LLC | 81,527 | 115.66 | 5,633 | 139.97 | ||||
2025-07-18 | 13F | Gold Investment Management Ltd. | 41,372 | 0.72 | 2,859 | 12.12 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 15,538 | 1.86 | 1,073 | 13.31 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 3,602 | 0.00 | 249 | 11.21 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 1,479 | 102 | ||||||
2025-08-05 | 13F | Tiaa Trust, National Association | 74,681 | 5.67 | 5,160 | 17.57 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 16,087 | 3.82 | 1,111 | 15.49 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 15,261 | 76.35 | 1,054 | 96.28 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 69,956 | 4.27 | 4,833 | 16.01 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 11,778 | 18.81 | 814 | 32.20 | ||||
2025-07-25 | 13F | MOKAN Wealth Management Inc. | 4,100 | 0.71 | 283 | 12.30 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 73 | 0.00 | 5 | 0.00 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 31,951 | -0.33 | 2,207 | 10.90 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 48,586 | 0.03 | 3,357 | 11.27 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,749,681 | 6.88 | 120,898 | 18.91 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 3,285 | -6.62 | 227 | 3.67 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 8,934 | -32.10 | 617 | -24.48 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 12,909 | 12.68 | 892 | 25.32 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 3,739 | 0.73 | 258 | 12.17 | ||||
2025-08-06 | 13F | Chancellor Financial Group WB LP | 3,693 | 255 | ||||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 15,818 | 0.00 | 982 | 0.00 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 109,850 | 1,185.25 | 7,590 | 1,331.89 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 360 | 21 | ||||||
2025-07-22 | 13F | Clarius Group, LLC | 19,539 | -6.21 | 1,350 | 4.33 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20,246 | 58.17 | 1,399 | 76.07 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 3,545 | 0.00 | 245 | 10.91 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 69,961 | -5.77 | 4,834 | 4.84 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 360 | 24.57 | 25 | 41.18 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 32,360 | -0.57 | 2,236 | 10.59 | ||||
2025-08-07 | 13F | Summit X, LLC | 19,102 | 100.00 | 1,320 | 122.43 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 12,674 | 71.06 | 876 | 90.22 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 4,831 | 0.12 | 334 | 11.37 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 85,621 | 11.84 | 5,916 | 24.42 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 44,724 | 0.89 | 3,090 | 12.25 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 4,192 | 0.00 | 290 | 11.15 | ||||
2025-07-16 | 13F | Novem Group | 19,501 | -3.37 | 1,347 | 7.50 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 14,335 | 0.72 | 990 | 12.12 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 12,990 | 1.13 | 897 | 12.55 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 5,118 | 0.00 | 354 | 11.36 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 1,376 | 411.52 | 94 | 487.50 | ||||
2025-07-29 | 13F | DeDora Capital, Inc. | 8,017 | 554 | ||||||
2025-08-13 | 13F | M&t Bank Corp | 36,674 | -2.10 | 2,534 | 8.90 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 2,430 | 168 | ||||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 3,305 | 0.00 | 228 | 8.57 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,981 | 15.78 | 344 | 28.84 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 5,373 | 371 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 20 | 1 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,603 | -29.37 | 249 | -20.51 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 52,467 | -1.19 | 3,625 | 9.92 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 5,492 | -9.25 | 379 | 1.07 | ||||
2025-07-15 | 13F | Maseco Llp | 9,054 | 626 | ||||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1,710,919 | -4.82 | 118,207 | 5.90 | ||||
2025-08-14 | 13F | Navigoe, LLC | 9 | 0 | ||||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6,425 | -1.15 | 444 | 9.93 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 5,064 | 4.33 | 350 | 15.95 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 65,878 | -2.26 | 4,552 | 14.58 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 7,240 | 0.00 | 500 | 11.36 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 29,660 | -4.71 | 2 | 100.00 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 7,737 | 535 | ||||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Eastern Bank | 2,887 | 428.75 | 199 | 503.03 | ||||
2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Martin Worley Group | 137,209 | 5.71 | 9,480 | 17.61 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6,609 | -74.98 | 457 | -72.20 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 156,008 | 10.37 | 10,779 | 22.80 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 5,955 | -2.46 | 411 | 8.44 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 14,715 | -0.15 | 1,017 | 11.04 | ||||
2025-05-02 | 13F | Napatree Capital Llc | 5,525 | -1.43 | 343 | 3.94 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 5,568 | 2.07 | 385 | 13.61 | ||||
2025-08-14 | 13F | Jupiter Wealth Management LLC | 9,865 | 0.00 | 705 | 6.99 | ||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 162,562 | 6.63 | 11,231 | 18.63 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 5,177 | 358 | ||||||
2025-07-11 | 13F | LongView Wealth Management | 3,068 | 212 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 41,318 | -0.59 | 2,855 | 10.58 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 164,257 | 477.11 | 11,349 | 542.22 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 3,707 | 7.17 | 230 | 15.00 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12,901 | -0.08 | 892 | 18.17 | ||||
2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10,343 | 1.34 | 715 | 12.80 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 12,754 | 2.76 | 881 | 14.42 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 41,705 | 3.36 | 2,881 | 15.01 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 45,608 | 2,832 | ||||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 11,496 | -1.34 | 794 | 9.82 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 34,825 | 26.53 | 2,406 | 40.78 | ||||
2025-08-12 | 13F | Weik Capital Management | 16,605 | -0.09 | 1,147 | 11.14 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 35,891 | 0.00 | 2,480 | 11.27 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 3,845 | 266 | ||||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 88,307 | 0.68 | 6 | 20.00 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 214,949 | 35,311.70 | 15 | |||||
2025-07-17 | 13F | Oak Family Advisors, Llc | 4,825 | -23.72 | 333 | -15.05 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 28,634 | 0.37 | 1,978 | 11.69 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 29,128 | 2,012 | ||||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 11,352 | 73.23 | 784 | 93.10 | ||||
2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 341,227 | 3.50 | 23,575 | 15.16 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 8,843 | 0.00 | 1 | |||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 5,216 | 0.00 | 360 | 11.46 | ||||
2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 20,358 | 86.48 | 1,407 | 107.68 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1,843 | 127 | ||||||
2025-07-09 | 13F | Bowman & Co S.C. | 7,033 | 0.73 | 486 | 12.01 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 477 | 0.00 | 33 | 10.34 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 114,745 | 8.26 | 7,928 | 20.45 | ||||
2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 862 | -2.49 | 60 | 9.26 | ||||
2025-08-14 | 13F | Ruane, Cunniff & Goldfarb L.P. | 4,662 | 13.13 | 322 | 26.27 | ||||
2025-08-14 | 13F | Treasure Coast Financial Planning | 3,050 | -18.73 | 211 | -9.87 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 119,653 | -7.18 | 8,267 | 3.26 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 15,771 | -6.16 | 1,090 | 4.41 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 4,236 | 9.49 | 293 | 21.67 | ||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 13,591 | -22.94 | 954 | -12.88 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 8,464 | 0.11 | 585 | 11.24 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 14,858 | -58.76 | 1,027 | -54.14 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 263,446 | 17.78 | 18,201 | 31.04 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 18,863 | 2.64 | 1,303 | 14.20 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 4,149,816 | 21.36 | 286,711 | 35.02 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 56,675 | 342.32 | 3,916 | 418.54 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 1,140 | 37,900.00 | 79 | 16.42 | ||||
2025-07-18 | 13F | Sicart Associates LLC | 39,326 | -0.38 | 2,717 | 10.85 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 2,994 | 207 | ||||||
2025-07-30 | 13F | Klingman & Associates, LLC | 9,033 | 0.17 | 624 | 11.43 | ||||
2025-08-12 | 13F | Archer Investment Corp | 21,119 | -2.10 | 1,459 | 8.96 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 12,826 | 4.53 | 886 | 16.43 | ||||
2025-04-15 | 13F | Orgel Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 134,810 | 8.94 | 9,314 | 21.20 | ||||
2025-08-05 | 13F | Lincoln National Corp | 1,430,993 | 98,867 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 93,656 | 0.24 | 6,516 | 12.29 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 180,386 | 26.07 | 12,463 | 40.26 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 51,286 | 11.94 | 3,543 | 24.53 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 103,929 | 28.16 | 7,180 | 42.60 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 80,368 | -22.01 | 5,553 | -13.22 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 11,314 | -0.72 | 782 | 10.47 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 52,707 | 11.45 | 3,642 | 24.01 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | CGC Financial Services, LLC | 1,027 | 44.24 | 71 | 59.09 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 26,831 | -7.50 | 1,854 | 2.89 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 15,922 | 7.12 | 1,100 | 19.18 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 9,726 | -4.36 | 672 | 6.50 | ||||
2025-07-17 | 13F | Cairn Investment Group, Inc. | 308,109 | 3.17 | 21 | 16.67 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 22,745 | 6.44 | 1,571 | 18.39 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 5,700 | 0.00 | 0 | |||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 8,422 | 2.74 | 582 | 14.15 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 40,179 | -3.86 | 2,776 | 6.94 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 163,593 | 2.14 | 11,303 | 13.63 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 2,896 | 200 | ||||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3,089 | -18.62 | 213 | -9.36 | ||||
2025-08-11 | 13F | EMC Capital Management | 302 | 0 | ||||||
2025-08-15 | 13F | WealthCollab, LLC | 197,740 | -9.20 | 13,662 | 1.02 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7,397 | -3.13 | 1 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 15,508 | 2.46 | 1,071 | 14.06 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 95,097 | 4.30 | 6,570 | 16.04 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | CRA Financial Services, LLC | 7,345 | 2.77 | 507 | 14.45 | ||||
2025-08-12 | 13F | Mustico Financial Group, Inc. | 4,640 | 323 | ||||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 4,173 | -33.12 | 288 | -25.58 | ||||
2025-07-25 | 13F | Van Strum & Towne Inc. | 24,137 | 320.14 | 1,668 | 368.26 | ||||
2025-07-15 | 13F | Graypoint LLC | 7,307 | 6.87 | 505 | 18.87 | ||||
2025-07-30 | 13F | Advantage Trust Co | 156 | 0.00 | 11 | 11.11 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 1,908 | 0.00 | 132 | 11.02 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 239,102 | 1.75 | 16,520 | 13.21 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1,129 | 0.00 | 78 | 11.43 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 5,226 | 0.42 | 361 | 11.76 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3,408 | 0.71 | 235 | 11.90 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 415,879 | 2.82 | 28,762 | 14.50 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 1,069 | 0.75 | 0 | |||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 39,695 | -14.08 | 2,743 | -4.43 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 9,137 | -28.53 | 631 | -20.43 | ||||
2025-08-08 | 13F | Hudock, Inc. | 15,003 | 228.58 | 1,037 | 266.08 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 995 | 2.79 | 69 | 13.33 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 8,677 | 25.77 | 599 | 39.95 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 238 | 0.00 | 16 | 14.29 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 21,952 | 450.31 | 1,517 | 513.77 | ||||
2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 3,011 | 208 | ||||||
2025-07-14 | 13F | Gridiron Partners, LLC | 19,427 | 0.00 | 1,342 | 11.28 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 4,230 | 292 | ||||||
2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 3,497 | -82.53 | 242 | -80.61 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 383 | 0.00 | 26 | 13.04 | ||||
2025-04-25 | 13F | Washington Trust Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 35,352 | -3.22 | 2,443 | 7.67 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 17,520 | 1.11 | 1,210 | 12.45 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 3,551 | -62.11 | 245 | -57.83 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 7,314 | 60.61 | 505 | 79.08 | ||||
2025-08-14 | 13F | Wimmer Associates 1, Llc | 5,195 | 0.00 | 359 | 4.99 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,110 | 284 | ||||||
2025-07-31 | 13F | Prudent Man Advisors, LLC | 68,229 | 70.79 | 4,714 | 90.04 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 95,308 | 19.58 | 7 | 50.00 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 152,155 | 4.12 | 10,512 | 15.85 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 613,670 | -0.64 | 42,398 | 10.55 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 4,034 | 279 | ||||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 59,722 | 0.00 | 4,126 | 11.27 | ||||
2025-07-21 | 13F | Riverview Trust Co | 6,215 | 0.00 | 429 | 11.43 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 9,002 | 622 | ||||||
2025-07-25 | 13F | Community Bank, N.A. | 3,999 | 19.84 | 276 | 33.33 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5,538 | 0.00 | 383 | 11.37 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 3,663 | 5.29 | 253 | 17.13 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 59,742 | 27.81 | 4,128 | 42.21 | ||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 27,223 | -1.06 | 1,881 | 10.07 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 7,473 | 0.00 | 516 | 11.21 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 8,482 | 5.73 | 586 | 17.67 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 201 | 0.00 | 14 | 8.33 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 8,476 | 0.00 | 586 | 11.22 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 31,254 | 132.15 | 2,159 | 158.25 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 5,113 | 0.00 | 353 | 11.36 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 178,132 | 3.18 | 12,307 | 14.79 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5,520 | 381 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 15,470 | -21.63 | 1,069 | -12.82 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 88,838 | 5.05 | 6,138 | 16.87 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 7,160 | 0.00 | 495 | 11.26 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 8,061 | -20.50 | 557 | -11.61 | ||||
2025-04-10 | 13F | Presilium Private Wealth, Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Unique Wealth, Llc | 4,498 | -17.90 | 311 | -8.82 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 31,031 | -5.30 | 2,144 | 5.36 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 49,358 | 0.00 | 3,410 | 11.26 | ||||
2025-08-12 | 13F | Ade, Llc | 129,928 | 2.75 | 8,977 | 14.31 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,982 | 5.32 | 275 | 17.52 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 11,366 | -0.11 | 785 | 11.19 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 1,263 | 0.64 | 87 | 14.47 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 30,294 | -0.85 | 2,093 | 10.33 | ||||
2025-04-11 | 13F | Piscataqua Savings Bank | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 36,697 | 0.06 | 2,535 | 11.33 | ||||
2025-08-11 | 13F | First American Financial Corp | 1,790,405 | 0.00 | 123,699 | 11.26 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 35,256 | -5.68 | 2,436 | 4.91 | ||||
2025-08-06 | 13F | North Capital, Inc. | 21,073 | -2.77 | 1,456 | 8.18 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 7,385 | 0.00 | 510 | 11.35 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 89 | 0.00 | 6 | 20.00 | ||||
2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 11,859 | 109.41 | 819 | 133.33 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 126,955 | 9.60 | 8,771 | 21.94 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 4,113 | -5.12 | 284 | 5.58 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 62,806 | -2.60 | 4,339 | 8.37 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,054 | -8.12 | 211 | 1.94 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 327 | 14.74 | 0 | |||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 4,102 | -8.11 | 283 | 2.17 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 75,327 | 622.98 | 5,204 | 704.33 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,670 | 55.32 | 184 | 73.58 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 25,494 | 1,761 | ||||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 371,270 | 166.23 | 25,651 | 196.20 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 10,081 | 0.02 | 697 | 11.36 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 18,952 | 8.28 | 1,309 | 20.53 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 44,586 | 10.45 | 3,080 | 22.91 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 3,130 | 0.00 | 216 | 6.93 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 54,140 | 0.27 | 3,362 | 5.69 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 458 | -34.48 | 32 | -27.91 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 4,229 | 292 | ||||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 44,796 | -0.52 | 3,095 | 10.66 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4,655 | 8.10 | 322 | 20.22 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 117,714 | 0.28 | 8,133 | 11.57 | ||||
2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | -100.00 | 0 | |||||
2025-04-10 | 13F | Salvus Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 227,109 | 6.15 | 15,691 | 18.09 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 32,026 | -87.32 | 2,213 | -85.90 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 173,690 | 10.16 | 12,000 | 22.56 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 8,968 | 0.00 | 620 | 11.33 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 27,156 | -10.98 | 1,818 | -2.83 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 23,140 | 10.15 | 1,599 | 22.62 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5,443 | 376 | ||||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 8,112 | 62.05 | 560 | 80.65 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 86,825 | 9.51 | 5,999 | 21.84 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18,115 | 13.82 | 1,252 | 26.62 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 97,256 | 74.70 | 6,719 | 94.36 | ||||
2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 3,000 | 0 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1,344 | 93 | ||||||
2025-07-31 | 13F | BIP Wealth, LLC | 3,144 | -38.38 | 217 | -31.33 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 5,376 | -17.76 | 371 | -8.40 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10,540 | 0.73 | 728 | 12.17 | ||||
2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 3,685 | 1.04 | 255 | 12.39 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,221 | -3.76 | 361 | 7.14 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 712,922 | 2.76 | 49,256 | 14.33 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 14,669 | -2.00 | 1,013 | 9.04 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 33,384 | -89.33 | 2,307 | -88.13 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 151,964 | 79.81 | 10,499 | 100.06 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,572 | 247 | ||||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 74,011 | 4.72 | 5,113 | 10.27 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 374,210 | -0.93 | 25,854 | 10.22 | ||||
2025-05-13 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 3,094 | 214 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16,306 | 96.25 | 1,013 | 106.95 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 142,393 | -0.06 | 8,843 | 5.32 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 2,933,385 | 0.00 | 2,933 | 0.00 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 288,308 | 19,919 | ||||||
2025-05-01 | 13F | Lane & Associates LLC | 3,923 | -4.60 | 244 | -2.80 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3,407,876 | 9.39 | 235,450 | 21.71 | ||||
2025-07-21 | 13F | Intrinsic Value Partners, LLC | 14,017 | 27.69 | 968 | 42.14 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 280,781 | -4.10 | 19 | 5.56 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,377 | 80.95 | 95 | 102.13 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 207,763 | 4.92 | 14,354 | 16.74 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 123 | 0.00 | 9 | 14.29 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 4,623 | 5.38 | 319 | 17.28 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 6,086 | -35.34 | 420 | -28.08 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 7,235 | -5.24 | 500 | 5.27 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 7,221 | -21.26 | 499 | -12.48 | ||||
2025-08-13 | 13F | RIA Advisory Group LLC | 2,915 | -22.43 | 201 | -13.73 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 9,171 | 0.70 | 634 | 12.04 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 192,761 | 26.76 | 13,284 | 39.75 | ||||
2025-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 5,099 | 44.00 | 352 | 62.21 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 4,679,976 | 79.38 | 1,717,677 | 960.21 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9,838 | 10.07 | 680 | 22.34 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 425,514 | -2.73 | 29,399 | 8.22 | ||||
2025-07-16 | 13F | Old North State Wealth Management, LLC | 12,034 | 0.72 | 832 | 11.99 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 1,120,508 | 7.48 | 77,416 | 19.58 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 62,437 | -3.81 | 4,314 | 7.00 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 233,288 | -1.17 | 16,118 | 9.95 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Papp L Roy & Associates | 3,766 | 0.91 | 260 | 12.55 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 6,981 | -18.17 | 482 | -8.88 | ||||
2025-08-11 | 13F | Tidemark, LLC | 929 | 0.11 | 64 | 12.28 | ||||
2025-07-22 | 13F | Tandem Investment Partners LLC | 82,461 | 1.67 | 5,697 | 13.13 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 6,963 | 1.72 | 481 | 13.18 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 90 | 0.00 | 6 | 20.00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 163,265 | 3.41 | 11,280 | 15.06 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 14,337 | 6.54 | 991 | 18.56 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 8,781 | 28.32 | 607 | 42.92 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 6,511 | 4.48 | 450 | 16.02 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 5,279 | 55.22 | 365 | 72.51 | ||||
2025-08-07 | 13F | Axiom International Investors Llc /de | 23,800 | -25.62 | 1,644 | -17.26 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 510,857 | 16.57 | 35,295 | 29.70 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 36,670 | 3 | ||||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 73 | 0.00 | 5 | 25.00 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 3,778 | -3.72 | 261 | 7.41 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 823 | 0.00 | 57 | 9.80 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 11 | 0.00 | 1 | |||||
2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 902 | -6.04 | 56 | -6.78 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1,761 | -47.62 | 0 | |||||
2025-07-09 | 13F | Bank of New Hampshire | 1,390 | 0.00 | 96 | 11.63 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 9,673 | 668 | ||||||
2025-05-05 | 13F | Financial Advisory Service, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 186,460 | 38.06 | 12,882 | 53.59 | ||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 3,350 | 0.00 | 231 | 11.06 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 140,275 | 0.67 | 9,692 | 12.00 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 9,900 | -7.88 | 684 | 2.40 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 4,567 | -7.06 | 324 | 3.18 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 9,122 | -92.43 | 630 | -91.58 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 9,138 | -0.01 | 631 | 11.29 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 62 | 0.00 | 4 | 33.33 | ||||
2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 6,502 | 0.00 | 0 | |||||
2025-07-15 | 13F | Hall Laurie J Trustee | 16,629 | 13.59 | 1,149 | 26.29 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 24,897 | 5.17 | 1,720 | 17.01 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 1,291,995 | -0.74 | 89,264 | 10.43 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 114,273 | -0.47 | 7,895 | 10.67 | ||||
2025-07-16 | 13F | Flower City Capital | 8,894 | -0.06 | 614 | 11.23 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72,550 | -4.61 | 5,012 | 6.12 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 101,052 | 1.05 | 6,982 | 12.42 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 480,690 | 7,945.02 | 33,211 | 8,851.48 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 7,902 | -0.95 | 546 | 10.10 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 4,006 | 0.00 | 277 | 11.29 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17,960 | 10.14 | 1,241 | 22.53 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3,073,670 | 7.13 | 213,589 | 19.88 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 4,183 | 0.00 | 289 | 11.58 | ||||
2025-08-12 | 13F | Pfc Capital Group, Inc. | 3,284 | 0 | ||||||
2025-07-21 | 13F | 25 Llc | 622,840 | 3.06 | 43,032 | 14.66 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 135,738 | 36.22 | 9,378 | 51.55 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 29,881 | 115.79 | 2,064 | 140.28 | ||||
2025-07-11 | 13F | Diversified Trust Co | 172,540 | 1.03 | 11,921 | 12.40 | ||||
2025-07-18 | 13F | Citrine Capital LLC | 5,165 | 0.00 | 357 | 11.25 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 7,291 | -4.53 | 504 | 6.12 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 4,502 | 36.63 | 311 | 52.45 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 5,549 | -1.12 | 383 | 10.06 | ||||
2025-08-12 | 13F | McGrath & Associates, Inc. | 3,278 | 226 | ||||||
2025-07-21 | 13F | Barrett & Company, Inc. | 950 | 0.00 | 66 | 12.07 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 16,015 | 8.75 | 1,106 | 21.01 | ||||
2025-07-25 | 13F | Gordian Advisors LLC | 107,136 | -1.12 | 7,402 | 10.02 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 370 | 25 | ||||||
2025-08-08 | 13F | Glassman Wealth Services | 29,205 | 0.06 | 2,018 | 11.31 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 1,569,678 | 11.12 | 108,407 | 23.54 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 63,888 | -11.83 | 4,414 | -2.17 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 64,852 | 2.88 | 4,481 | 14.46 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 1,299 | 0.00 | 90 | 11.25 | ||||
2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 13,978 | -11.06 | 966 | -1.03 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 5,350 | 370 | ||||||
2025-08-13 | 13F | Silphium Asset Management Ltd | 409,500 | 28,292 | ||||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 129,604 | 1.02 | 8,954 | 12.40 | ||||
2025-08-12 | 13F | Kaye Capital Management | 98,730 | -3.07 | 6,821 | 7.84 | ||||
2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 7,446 | -3.81 | 514 | 7.08 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 6,309 | 17.64 | 436 | 30.63 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 16,123 | 0.84 | 1,114 | 12.20 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 7,555 | 12.43 | 522 | 24.94 | ||||
2025-07-15 | 13F | Well Done, LLC | 3,322 | 230 | ||||||
2025-07-15 | 13F | Norden Group Llc | 12,873 | 21.49 | 889 | 35.11 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 28,986 | 97.28 | 2,003 | 119.52 | ||||
2025-08-14 | 13F | Hara Capital LLC | 700 | 0.00 | 48 | 11.63 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 279 | 0.36 | 19 | 11.76 | ||||
2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Roundview Capital LLC | 95,114 | 3.32 | 6,571 | 14.96 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 12,742 | 21.01 | 791 | 27.58 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 3,331 | 0.00 | 230 | 11.65 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 5,319 | 1.94 | 330 | 7.49 | ||||
2025-08-11 | 13F | Empirical Finance, LLC | 57,025 | 10.38 | 3,940 | 22.79 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 49,939 | 0.05 | 3,450 | 11.33 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 640,489 | -5.38 | 44,251 | 5.27 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 619 | -23.30 | 43 | -16.00 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 214,132 | 18.10 | 14,794 | 31.40 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1,076 | 6.01 | 74 | 17.46 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 960 | 31.33 | 66 | 46.67 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 8,209 | -4.32 | 567 | 6.58 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3,139 | 217 | ||||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 29,674 | -0.87 | 2,050 | 10.33 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 3,638 | 251 | ||||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 85 | 0.00 | 6 | 0.00 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 7,659 | -16.43 | 529 | -7.03 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 3,248,576 | 110.64 | 224,444 | 134.35 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 19,233 | 8.24 | 1,337 | 17.80 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 528 | 36 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 5,894 | 407 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 12,035 | 31.36 | 832 | 46.30 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 9,635 | 7.22 | 665 | 28.68 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 5,183 | 0.00 | 358 | 11.53 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 4,523 | 4.38 | 313 | 15.99 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 51,555 | 107.38 | 3,562 | 130.78 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 1,176 | 0.00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 57,320 | 87.10 | 3,960 | 108.20 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8,632 | 59.38 | 597 | 77.38 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7,978 | 33.30 | 551 | 48.52 | ||||
2025-08-15 | 13F | Morgan Stanley | 11,357,540 | 14.71 | 784,692 | 27.63 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 2,142 | 1.71 | 148 | 13.08 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 1,463,993 | -0.16 | 101,147 | 11.08 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 18,371 | -15.26 | 1,269 | -5.72 | ||||
2025-08-14 | 13F | Graney & King, LLC | 34,979 | -0.45 | 2,417 | 10.77 | ||||
2025-07-18 | 13F | Cooper Financial Group | 30,634 | 0.76 | 2,117 | 12.14 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 9,282 | 0.00 | 641 | 11.28 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 31,729 | 1.82 | 2 | 100.00 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1,393,877 | 8.18 | 96,303 | 20.36 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 92,788 | 3.27 | 6,411 | 19.93 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 7,056 | -2.35 | 487 | 8.71 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 583 | -91.19 | 40 | -90.27 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 175,993 | 4.64 | 12,159 | 16.42 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 18,942 | 0.73 | 1,309 | 12.08 | ||||
2025-07-25 | 13F | Iron Financial, LLC | 21,046 | 0.49 | 1,454 | 11.85 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 12,097 | -1.38 | 836 | 9.72 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 4,791 | 3.01 | 331 | 14.93 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 52,737 | 44.54 | 3,644 | 60.84 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 11,084 | -21.77 | 766 | -13.07 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 2,897 | -74.08 | 200 | -71.18 | ||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 23,575 | 20.32 | 1,629 | 33.88 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 45,821 | 0.00 | 3,166 | 11.25 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 4,106 | 0.00 | 284 | 11.42 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 32,276 | -1.35 | 2,230 | 9.75 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 11,857 | 32.42 | 819 | 47.30 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 6,577,072 | 26.40 | 454,410 | 40.63 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 185,958 | -33.68 | 13 | -29.41 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 93,305 | -4.49 | 6,446 | 6.26 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 7,566 | 43.49 | 523 | 59.63 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 5,617 | 60.44 | 388 | 78.80 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 28,297 | 0.05 | 1,955 | 11.33 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 12,242 | -2.86 | 846 | 8.06 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 71,200 | -29.15 | 4,919 | -21.18 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 128,400 | 44.43 | 8,871 | 60.71 | |||
2025-07-28 | 13F | Wealthspan Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 20,127 | 0.32 | 1,391 | 11.65 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 45,100 | 8.85 | 3,116 | 21.06 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 353,448 | -0.92 | 24,411 | 10.23 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7,778 | 537 | ||||||
2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 215,436 | 213.86 | 14,884 | 249.23 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 68,762 | 4.41 | 4,751 | 16.17 | ||||
2025-08-13 | 13F | Standpoint Asset Management, LLC | 615,000 | -15.83 | 42,490 | -6.36 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 7,343 | -2.50 | 507 | 8.57 | ||||
2025-07-18 | 13F | TABR Capital Management, LLC | 185,675 | 786.45 | 12,828 | 886.77 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 14,451 | 11.80 | 998 | 24.44 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 736 | 51 | ||||||
2025-07-30 | 13F | Capital Wealth Alliance, LLC | 12,448 | -0.38 | 860 | 10.82 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 456,554 | -0.98 | 31,543 | 10.17 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 3,257 | 225 | ||||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 465,038 | -8.78 | 32,129 | 1.48 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 17,728 | 23.99 | 1,225 | 37.99 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 70,593 | 22.40 | 4,877 | 36.19 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 4,811 | 0.00 | 332 | 11.41 | ||||
2025-07-15 | 13F | DSG Capital Advisors, LLC | 26,269 | 1,815 | ||||||
2025-08-14 | 13F | Vernal Point Advisors, LLC | 44,202 | -1.47 | 3,054 | 9.62 | ||||
2025-07-18 | 13F | Truist Financial Corp | 231,885 | 42.53 | 16,021 | 58.57 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 2,909 | 201 | ||||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 3,014 | 208 | ||||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4,551 | -0.20 | 314 | 10.95 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 607,206 | 0.05 | 41,952 | 11.32 | ||||
2025-07-23 | 13F | Seamount Financial Group Inc | 8,399 | 2.15 | 580 | 13.73 | ||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10,484 | 0.00 | 724 | 11.21 | ||||
2025-07-29 | 13F | Regions Financial Corp | 19,195 | 2.89 | 1,326 | 14.51 | ||||
2025-08-14 | 13F | Kmt Wealth Management, Llc | 129,571 | 0.00 | 8,952 | 11.26 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 917,572 | 10.41 | 63,395 | 22.83 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Gleason Group, Inc. | 1,118,929 | 52.32 | 77,307 | 69.47 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121,827 | 2.59 | 8,416 | 14.12 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 728 | 50 | ||||||
2025-07-07 | 13F | Investors Research Corp | 103 | -89.30 | 7 | -88.14 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 3,609 | 0.28 | 249 | 11.66 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6,924 | 0.58 | 488 | 14.05 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 15,026 | 0.70 | 1,038 | 12.10 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 313,113 | 6.34 | 21,633 | 18.31 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 110,905 | 866.49 | 7,662 | 976.12 | ||||
2025-08-14 | 13F | Sentinus, LLC | 12,688 | 877 | ||||||
2025-08-06 | 13F | Drystone LLC | 250,670 | 3.52 | 17,319 | 15.17 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 5,680 | 0.69 | 392 | 12.00 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5,564 | 0.07 | 384 | 11.30 | ||||
2025-05-07 | 13F | First National Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | LRI Investments, LLC | 20,843 | 3.29 | 1,440 | 14.92 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 13,241 | -2.93 | 1 | |||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 1,209 | 0.00 | 84 | 10.67 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 254 | 0.00 | 0 | |||||
2025-08-07 | 13F | Tfo-tdc, Llc | 64,151 | 0.00 | 4,432 | 11.27 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 17,257 | 0.09 | 1,192 | 11.40 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 679,646 | 3.08 | 46,957 | 14.68 | ||||
2025-07-17 | 13F | Scott & Selber, Inc. | 75,541 | 0.00 | 5 | 25.00 | ||||
2025-08-13 | 13F | Independent Family Office, LLC | 15,774 | 0.00 | 1,090 | 11.24 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 26,100 | 23.11 | 1,803 | 37.01 | |||
2025-07-17 | 13F | Oakworth Capital, Inc. | 1,754 | 0.00 | 121 | 12.04 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 8,457 | 584 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 37,900 | -3.81 | 2,619 | 7.03 | |||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 479,200 | 13.10 | 33,108 | 25.83 | ||||
2025-08-06 | 13F | Souders Financial Advisors | 532,757 | 2.46 | 36,808 | 13.99 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 72 | 0.00 | 5 | 0.00 | ||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 271,724 | -48.47 | 18,773 | -42.67 | ||||
2025-08-14 | 13F | Mariner, LLC | 479,586 | 3.26 | 33,135 | 14.88 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 12,202 | 1.94 | 843 | 13.46 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,716,749 | 1.81 | 187,700 | 13.27 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 575,147 | 4.47 | 39,737 | 16.23 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 7,619 | -96.65 | 526 | -96.28 | ||||
2025-07-15 | 13F | Bfsg, Llc | 112,068 | 8.00 | 7,743 | 20.14 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 32,126 | 4.90 | 2,220 | 16.73 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18,399 | 0.00 | 1,271 | 11.30 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 26,494 | 0.63 | 1,830 | 11.93 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 6 | 0.00 | 0 | |||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6,935 | -3.96 | 479 | 6.92 | ||||
2025-05-09 | 13F | Associated Banc-corp | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 436 | 30 | ||||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 25,056 | 80.09 | 1,731 | 100.58 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3,213 | 0 | ||||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 7,028 | -3.51 | 486 | 7.30 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 11,643 | 0.00 | 804 | 23.69 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 10,183 | 139.66 | 704 | 167.30 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 609,765 | -6.78 | 42,129 | 3.71 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9,806 | 5.91 | 678 | 17.74 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 155 | 0.00 | 11 | 11.11 | ||||
2025-05-13 | 13F | FineMark National Bank & Trust | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 736,497 | -2.17 | 51 | 8.70 | ||||
2025-08-05 | 13F | Tsfg, Llc | 6,986 | -11.60 | 0 | |||||
2025-08-08 | 13F | Accredited Investors Inc. | 43,601 | 46.28 | 3,012 | 62.81 | ||||
2025-08-13 | 13F | Northern Trust Corp | 111,595 | 146.00 | 7,710 | 173.70 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7,565 | -83.05 | 523 | -81.16 | ||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 3,723 | -17.47 | 257 | -8.21 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 16,733 | 77.14 | 1,156 | 97.27 | ||||
2025-05-08 | 13F | Foster & Motley Inc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 10,084 | -3.50 | 697 | 7.41 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 351 | 0.00 | 0 | |||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,556 | 0.00 | 108 | 11.46 | ||||
2025-08-13 | 13F | Rinkey Investments | 6,204 | 429 | ||||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 310,248 | 12.91 | 21,435 | 25.62 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 46,509 | 15.46 | 3,213 | 35.40 | ||||
2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 2,963 | 205 | ||||||
2025-07-21 | 13F | Financial Architects, LLC | 72,515 | -8.49 | 5,010 | 1.81 | ||||
2025-08-13 | 13F | Miramar Capital, LLC | 3,009 | 208 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 8,333 | -14.91 | 576 | -5.43 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 3,000 | 207 | ||||||
2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17,646 | 32.10 | 1,253 | 53.62 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 80,962 | 4.25 | 5,617 | 20.48 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 157,378 | 146.77 | 10,873 | 174.57 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 2,281 | 0.00 | 158 | 11.35 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 3,300 | 0.00 | 228 | 11.27 | ||||
2025-07-29 | 13F | Shelter Mutual Insurance Co | 314,823 | 0.00 | 21,751 | 11.26 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4,224 | 3.78 | 0 | |||||
2025-08-06 | 13F | Shade Tree Advisors LLC | 168,828 | 3.45 | 11,664 | 15.10 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 235,626 | 12.20 | 16,279 | 24.83 | ||||
2025-07-17 | 13F | David Kennon Inc | 220,811 | -17.78 | 15,256 | -8.53 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 6,418,158 | 8.78 | 443,430 | 21.70 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Cohen Investment Advisors LLC | 3,575 | 2.06 | 247 | 13.36 | ||||
2025-07-14 | 13F | Abound Wealth Management | 47 | -76.14 | 3 | -75.00 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 16,764 | 6.11 | 1,158 | 18.04 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 27,588 | 0.00 | 1,906 | 11.27 | ||||
2025-08-14 | 13F | Ssi Investment Management Llc | 190,921 | -14.63 | 13,191 | -5.02 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 201,461 | 13.36 | 13,919 | 26.11 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 22,083 | 1.75 | 1,371 | 137,000.00 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 437,738 | -4.19 | 30,243 | 6.59 | ||||
2025-08-14 | 13F | Destination Wealth Management | 3,550 | 0.00 | 245 | 11.36 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 142 | 0.00 | 10 | 12.50 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 486,689 | 0.12 | 33,625 | 11.39 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 12,442 | -13.81 | 860 | -4.13 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 3,009 | 208 | ||||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4,077 | 90.96 | 300 | 127.27 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 6,212 | -0.91 | 426 | 9.51 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 3,186 | 220 | ||||||
2025-08-06 | 13F/A | Headland Capital, LLC | 55,288 | -3.88 | 3,820 | 6.94 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 39,086 | 19.63 | 2,712 | 30.46 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 1,780 | 123 | ||||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 6,475 | 447 | ||||||
2025-07-03 | 13F | Collective Family Office Llc | 29,585 | 3.27 | 2,044 | 14.90 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 42,138 | -53.39 | 2,911 | -48.14 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 3,320 | 229 | ||||||
2025-08-08 | 13F | Nixon Peabody Trust Co | 19,641 | -2.91 | 1,357 | 7.96 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 32,179 | -4.49 | 2,223 | 6.26 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 4,372 | -5.04 | 302 | 5.96 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 1,430,993 | 98,867 | ||||||
2025-08-08 | 13F | Atlantic Trust, LLC | 24,265 | 1.74 | 1,676 | 13.17 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 26,309 | 45.25 | 1,818 | 61.65 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 11,589 | -3.02 | 801 | 7.82 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 26,836 | -4.04 | 1,854 | 6.80 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 54,540 | 6.78 | 3,765 | 21.42 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 3,191 | 220 | ||||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9,622 | 0.71 | 665 | 11.97 | ||||
2025-08-14 | 13F/A | Barclays Plc | 197,149 | 0.00 | 14 | 8.33 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 50,655 | 0.00 | 3,500 | 11.26 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 1,774 | -1.66 | 0 | |||||
2025-08-15 | 13F | Orcam Financial Group | 66,397 | 1.45 | 4,587 | 12.87 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 11,354 | -0.42 | 784 | 10.73 | ||||
2025-08-05 | 13F | Retirement Financial Solutions, Llc | 15,744 | -1.64 | 1,088 | 9.36 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 3,720 | 257 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 6,244 | -8.93 | 431 | 1.41 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 69,416 | -18.26 | 4,796 | -9.07 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 4,257 | 0.00 | 294 | 11.36 | ||||
2025-07-15 | 13F | Lynch & Associates/in | 39,770 | 4.02 | 2,748 | 15.71 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 8,613 | 17.95 | 595 | 31.35 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 935,647 | -1.08 | 64,644 | 10.05 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 19,881 | 35.76 | 1,374 | 59.28 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 39,603 | 0.00 | 2,736 | 11.26 | ||||
2025-07-16 | 13F | Tenret Co LLC | 153,619 | 57.91 | 10,614 | 75.68 | ||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Northwest Financial Advisors | 6,652 | 0.00 | 460 | 11.14 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2,296 | 0.00 | 159 | 11.27 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 4,193 | 0.00 | 260 | 5.26 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 15,411 | 7.24 | 1,065 | 19.28 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 1,611 | 0.00 | 111 | 11.00 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 78,887 | -10.18 | 5,450 | -0.07 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 8,863 | 26.54 | 612 | 41.01 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 784 | 54 | ||||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7,499 | 5.65 | 518 | 17.73 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 100,666 | 4.46 | 6,955 | 16.23 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 3,849 | 1.16 | 266 | 12.29 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 31,205 | -3.20 | 2,156 | 7.70 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15,736 | -14.91 | 1 | 0.00 | ||||
2025-08-01 | 13F | Fire Capital Management LLC | 46,589 | 42.97 | 3,219 | 59.07 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 19,689 | -22.80 | 1,360 | -14.09 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 11,000 | 83.33 | 760 | 104.03 | ||||
2025-07-29 | 13F | SAM Advisors, LLC | 734,577 | 1.94 | 50,752 | 13.41 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 4,588 | 317 | ||||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 388,074 | 50.40 | 26,812 | 67.33 | ||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 3,117 | 215 | ||||||
2025-08-14 | 13F | First Manhattan Co | 24,439 | 18.56 | 1,688 | 31.88 | ||||
2025-08-13 | 13F | Gibson Wealth Advisors LLC | 221,101 | -1.41 | 15,276 | 9.69 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 4,982 | 344 | ||||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 20,689 | 85.32 | 1,429 | 106.20 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 56,027 | 19.00 | 3,934 | 34.55 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 13,000 | 0.00 | 898 | 11.28 | ||||
2025-08-11 | 13F | Insight 2811, Inc. | 4,017 | 0.00 | 278 | 11.24 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 1 | -99.73 | 0 | -100.00 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 20 | 0.00 | 1 | 0.00 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 12,301 | -12.15 | 850 | -2.30 | ||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 116,824 | 43.87 | 8,071 | 60.08 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 77,596 | 2.20 | 5,361 | 12.96 | ||||
2025-08-08 | 13F | OmniStar Financial Group, Inc. | 40,613 | -1.87 | 2,806 | 8.97 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 86,847 | 7.30 | 5,999 | 19.31 | ||||
2025-08-14 | 13F | Fmr Llc | 465,001 | 8.41 | 32,127 | 20.62 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 527,241 | -12.36 | 36,427 | -2.49 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 5,410 | 0.00 | 374 | 11.34 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 621 | 0.00 | 43 | 10.53 | ||||
2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 8,914 | 638 | ||||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 3,890 | 0.00 | 269 | 11.20 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 502,935 | 2.17 | 34,748 | 13.66 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 4,491 | 0.00 | 310 | 11.51 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 7,880 | 0.00 | 544 | 11.25 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 116,657 | 2.95 | 8,060 | 14.54 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 4,040,425 | 27.01 | 279,152 | 41.30 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 30,438 | -5.30 | 2,103 | 5.36 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 51,855 | -0.26 | 3,583 | 10.97 | ||||
2025-07-29 | 13F | Creekside Partners | 24,084 | 6.37 | 1,664 | 18.28 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 37,823 | -3.85 | 2,628 | 7.62 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 65,079 | 16.38 | 4,496 | 29.49 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6,756 | 49.87 | 467 | 67.03 | ||||
2025-08-14 | 13F | Aperture Investors, LLC | 339,093 | -8.64 | 23,428 | 1.64 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 33,150 | 57.42 | 2,290 | 75.21 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 307,923 | -7.68 | 21,274 | 2.71 | ||||
2025-08-06 | 13F | Nvwm, Llc | 30,399 | -0.36 | 2,100 | 10.88 | ||||
2025-08-14 | 13F | Janus Henderson Group Plc | 2,330,013 | 0.00 | 160,981 | 10.53 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 30,575 | -0.45 | 2,112 | 10.75 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 15,158 | 103.46 | 1,047 | 126.62 | ||||
2025-08-12 | 13F | New World Advisors LLC | 4,903 | 0.00 | 339 | 11.18 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 5,017 | 0.00 | 347 | 11.25 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,856 | 0.00 | 128 | 11.30 | ||||
2025-08-13 | 13F | Options Solutions, Llc | 3,006 | 208 | ||||||
2025-04-29 | 13F | Hm Payson & Co | 491 | -86.92 | 30 | -86.43 | ||||
2025-07-16 | 13F | Prairiewood Capital, LLC | 6,412 | 0.00 | 443 | 11.31 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 101,172 | 6,990 | ||||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 812,868 | -5.35 | 56,161 | 5.30 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 23,068 | -12.01 | 1,594 | -2.15 | ||||
2025-08-05 | 13F | Everest Management Corp. | 41,625 | 19.12 | 2,876 | 32.49 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 3,760 | 0.00 | 260 | 11.16 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 6,498 | 1.09 | 449 | 10.07 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 22,459 | 3.50 | 1,552 | 15.22 | ||||
2025-08-04 | 13F | Spire Wealth Management | 59,143 | 16.35 | 4,086 | 29.47 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 62,299 | 16.21 | 4,304 | 29.29 | ||||
2025-08-12 | 13F | CFC Planning Co LLC | 3,799 | 262 | ||||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Evoke Wealth, Llc | 82,173 | 43.18 | 5,677 | 59.29 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 10,219 | 0.00 | 706 | 11.36 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26,435 | 5.45 | 1,826 | 17.35 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 52,098 | 2.45 | 3,599 | 14.00 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 53,181 | 27.89 | 3,674 | 42.29 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 13,428 | 0.00 | 928 | 11.28 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 20,824 | 10.85 | 1,439 | 20.74 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 8,614 | 0.12 | 595 | 11.42 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 3,187 | 220 | ||||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 6,983 | -90.00 | 482 | -88.89 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 16,652 | 44.29 | 1,150 | 60.61 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 739 | 51 | ||||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10,275 | 1.48 | 710 | 12.90 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 18,977 | 96.43 | 1 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 60,355 | 37.86 | 4,170 | 53.38 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 511,778 | 2.92 | 35,359 | 14.51 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 4,249 | 294 | ||||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,100 | 55.93 | 629 | 73.48 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 296,909 | 26.49 | 20,513 | 40.73 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 7,008 | 0.24 | 484 | 11.52 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 28,062 | 1.21 | 1,939 | 12.61 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 41,999 | 41.24 | 2,902 | 57.15 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 96 | -96.08 | 7 | -96.05 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 2,732 | 93.62 | 189 | 116.09 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18,781 | -4.97 | 1,302 | 4.41 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 957 | 66 | ||||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 16,825 | -12.26 | 1,162 | -2.35 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 108,794 | -2.46 | 7,517 | 8.52 | ||||
2025-04-11 | 13F | Davis Capital Management | 823 | 0.00 | 51 | 6.25 | ||||
2025-08-06 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 1,369,256 | -3.97 | 94,602 | 6.84 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 2,900 | 200 | ||||||
2025-08-14 | 13F | Marquette Associates, Inc. | 8,807 | 0.00 | 608 | 11.36 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 12,418 | 0.35 | 858 | 11.59 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 83,289 | -1.18 | 5,754 | 9.94 | ||||
2025-07-31 | 13F | FSA Investment Group, LLC | 20,043 | 10.62 | 1,385 | 23.02 | ||||
2025-07-15 | 13F | Fort Henry Capital, LLC | 36,596 | 2.23 | 2,528 | 13.77 | ||||
2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 10,306 | 0.00 | 706 | 10.16 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 13,680 | -26.24 | 945 | -17.90 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 17,552 | 26.27 | 1,213 | 40.44 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 23,428 | -4.60 | 1,619 | 6.17 | ||||
2025-07-31 | 13F | United Community Bank | 5,948 | -1.98 | 411 | 9.04 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 3,548 | 5.19 | 245 | 17.22 | ||||
2025-07-23 | 13F | Optas, LLC | 126,694 | -50.00 | 8,753 | -44.37 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 394 | 0.77 | 27 | 12.50 | ||||
2025-08-04 | 13F | Human Investing LLC | 31,072 | 4.40 | 2,147 | 16.13 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 5,215 | 0.00 | 360 | 11.46 | ||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Root Financial Partners, LLC | 164,721 | -5.62 | 11,381 | 5.00 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 73 | 5 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 1,567,889 | 106.09 | 108,325 | 129.29 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 38,625 | -2.47 | 2,669 | 8.50 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 146 | 0.69 | 10 | 25.00 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 23,423 | 1,618 | ||||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 38,210 | 0.00 | 2,640 | 11.26 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5,087 | 1.92 | 354 | 13.87 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5,734 | -1.90 | 391 | 14.66 | ||||
2025-07-31 | 13F | CNB Bank | 1,175 | 81 | ||||||
2025-08-08 | 13F | TD Capital Management LLC | 68,863 | 1.91 | 4,758 | 13.37 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 3,686 | 5.74 | 255 | 17.59 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 12,554,381 | -0.62 | 867,382 | 10.57 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 68,672 | 9.97 | 5 | 33.33 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 26,676 | 41.25 | 2 | 0.00 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 81,965 | 372.99 | 5,663 | 426.21 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 36,957 | 3.72 | 2,553 | 15.42 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 989,700 | 5.62 | 68 | 17.24 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 20 | 0.00 | 1 | 0.00 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 7,612 | 24.40 | 526 | 38.16 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,265 | 19.86 | 917 | 33.33 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 34,015 | 1.56 | 2,350 | 13.04 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 55,998 | 338.27 | 3,869 | 387.77 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 3,248 | 224 | ||||||
2025-08-11 | 13F | Theory Financial Llc | 76,505 | 80.16 | 5,238 | 98.63 | ||||
2025-08-05 | 13F | Inlet Private Wealth, LLC | 3,762 | 0.00 | 260 | 11.16 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 32,816 | 2,267 | ||||||
2025-07-10 | 13F | Fulton Bank, N.a. | 12,675 | 0.00 | 876 | 11.18 | ||||
2025-08-07 | 13F | Mayport, Llc | 67,713 | 23.77 | 4,678 | 37.71 | ||||
2025-05-15 | 13F | Blue Chip Partners, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 189,939 | 34.41 | 12,756 | 44.40 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 330 | 0.00 | 23 | 10.00 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 803 | 7.79 | 55 | 19.57 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 52,882 | 40.52 | 3,654 | 56.31 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 8,391 | 21.47 | 580 | 35.28 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 2,948 | 204 | ||||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 23,792 | 1.20 | 1,436 | -1.71 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 2,969 | 5.62 | 205 | 24.24 | ||||
2025-08-13 | 13F | Capital World Investors | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 4,570 | -1.78 | 316 | 9.38 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 220,185 | 8.42 | 15,213 | 20.62 | ||||
2025-04-30 | 13F | Rock Point Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 54 | 0 | ||||||
2025-05-15 | 13F | Glenmede Trust Co Na | 66,326 | 9.78 | 4,119 | 15.67 | ||||
2025-07-10 | 13F | Western Pacific Wealth Management, LP | 5,000 | 0.00 | 345 | 11.29 | ||||
2025-08-08 | 13F | Avalon Trust Co | 41,577 | 66.31 | 2,873 | 85.05 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 16,120 | 82.15 | 1,114 | 143.54 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 68,124 | 70.17 | 4,707 | 89.30 | ||||
2025-07-14 | 13F | Avalon Advisory Group | 34,614 | -0.07 | 2,391 | 11.16 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | FC Advisory LLC | 12,877 | 16.35 | 890 | 29.40 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 4,417 | -9.26 | 305 | 0.99 | ||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Capital International Investors | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 172,901 | -50.92 | 11,972 | -45.28 | ||||
2025-07-09 | 13F | First Bank & Trust | 8,587 | 0.00 | 593 | 11.26 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 113,834 | 73.86 | 7,794 | 91.69 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 67,513 | -61.55 | 4,664 | -57.22 | ||||
2025-07-11 | 13F | Busey Wealth Management | 3,143 | 217 | ||||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 4,271 | 9.79 | 295 | 22.41 | ||||
2025-07-10 | 13F | Sunflower Bank, N.A. | 438,873 | -24.36 | 30,322 | -15.85 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 13,223 | -43.06 | 914 | -36.69 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 32,324 | 1.39 | 2,233 | 12.83 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19,697 | 1,361 | ||||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 100,802 | 9.58 | 6,964 | 21.92 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 128 | 0.00 | 9 | 14.29 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 45,741 | 8.82 | 3,160 | 21.07 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 51,119 | 5.85 | 3,532 | 17.74 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 43,438 | -50.98 | 3,001 | -45.46 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 12,142 | 42.66 | 839 | 58.71 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 7,191 | 497 | ||||||
2025-07-21 | 13F | Family CFO Inc | 272,089 | -2.46 | 18,799 | 8.51 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 32,128 | 11.15 | 2,243 | 22.64 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 7,720 | 0.00 | 533 | 11.27 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 5,039 | 0.00 | 348 | 11.54 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 15,518 | -1.26 | 1,072 | 9.95 | ||||
2025-08-12 | 13F | Clearbridge Investments, LLC | 4,245 | -8.61 | 293 | 1.74 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 3,493 | -1.41 | 241 | 9.55 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 22,111 | 125.16 | 1,528 | 150.74 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 22,121 | 0.05 | 1,528 | 11.37 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 73,843 | -5.57 | 5,102 | 5.05 | ||||
2025-07-17 | 13F | Lakewood Asset Management LLC | 6,457 | 0.72 | 446 | 12.06 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 13,959 | 4.60 | 984 | 16.33 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 3,498 | 0.00 | 242 | 11.06 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 4,328 | 299 | ||||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 552,247 | -2.03 | 38,155 | 9.00 | ||||
2025-05-09 | 13F | Plan Group Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 6,457 | 0.00 | 381 | 0.00 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5,075 | 0.06 | 351 | 11.46 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 57,158 | -2.17 | 3,949 | 8.85 | ||||
2025-08-14 | 13F | Sei Investments Co | 1,582,334 | 24.46 | 109,323 | 38.47 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 16,562 | 54.45 | 1 | |||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 54,831 | -4.01 | 3,788 | 6.79 | ||||
2025-07-17 | 13F | Greenbush Financial Group, LLC | 181,751 | 3.41 | 12,557 | 15.05 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 3,917 | 0.20 | 271 | 10.66 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 11,014 | -6.10 | 761 | 4.40 | ||||
2025-06-27 | NP | Tidal Trust II - Return Stacked Global Stocks & Bonds ETF | 1,499,477 | 9.94 | 95,757 | 15.24 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 3,204 | 221 | ||||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 26,670 | 2.47 | 1,843 | 13.99 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 15,851 | 1,095 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 249,528 | 36.06 | 17,240 | 51.38 | ||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 3,080 | 213 | ||||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 16,285 | 0.00 | 1,125 | 11.28 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 7,459 | 515 | ||||||
2025-04-22 | 13F | Compass Ion Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 61,923 | 2.94 | 4,278 | 17.95 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 82,260 | -6.55 | 6 | 0.00 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Gradient Investments LLC | 10,839 | 0.00 | 749 | 11.14 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 3,052 | -17.60 | 211 | -8.70 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 22,737 | 2.00 | 1,571 | 13.44 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 35,480 | 174.10 | 2,451 | 205.23 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 4,127 | -4.36 | 285 | 6.74 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 813 | 4.10 | 56 | 16.67 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 25,183 | -0.91 | 1,740 | 10.20 | ||||
2025-07-24 | 13F | Blair William & Co/il | 24,523 | 0.71 | 1,694 | 12.04 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 3,165 | -17.88 | 219 | -8.79 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 116,953 | 24.19 | 8,080 | 38.17 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 7,609 | 534 | ||||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 4,388 | 18.88 | 303 | 32.31 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 143,497 | 10 | ||||||
2025-08-07 | 13F | Commerce Bank | 47,574 | 8.56 | 3,287 | 20.76 | ||||
2025-08-14 | 13F | UBS Group AG | 3,719,386 | 1.43 | 256,972 | 12.85 |