Mga Batayang Estadistika
| Pemilik Institusional | 1827 total, 1821 long only, 0 short only, 6 long/short - change of 0.05% MRQ |
| Alokasi Portofolio Rata-rata | 0.7610 % - change of -5.77% MRQ |
| Saham Institusional (Jangka Panjang) | 180,253,276 (ex 13D/G) - change of 6.81MM shares 3.93% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 20,873,961 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (US:VYM) memiliki 1827 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 180,253,276 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Gallagher Fiduciary Advisors, LLC, Raymond James Financial Inc, LPL Financial LLC, Jpmorgan Chase & Co, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Ameriprise Financial Inc, and Creative Planning .
Struktur kepemilikan institusional Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (ARCA:VYM) 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 139.55 / share. Previously, on September 6, 2024, the share price was 123.08 / share. This represents an increase of 13.38% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 6,552 | 8.87 | 873 | 12.50 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 7,076 | 3.98 | 943 | 7.53 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 13,176 | 0.16 | 1,756 | 3.54 | ||||
| 2025-08-14 | 13F | Gordian Capital Singapore Pte Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 4,269 | 0.66 | 569 | 4.21 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 4,387 | -3.98 | 1 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 296,785 | 1.47 | 39,564 | 4.89 | ||||
| 2025-04-21 | 13F | ERn Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Towercrest Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1,971 | -14.16 | 263 | -11.49 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 441,958 | 4.11 | 58,918 | 7.60 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 23,821 | 0.00 | 3,176 | 3.39 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 288,320 | -2.50 | 37,182 | -1.45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 69,805 | -6.30 | 9,306 | -3.14 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3,712 | -27.73 | 495 | -25.38 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 98,773 | 1.11 | 13,168 | 4.52 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6,599 | -4.35 | 880 | -1.12 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9,065 | -1.93 | 1,208 | 1.51 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2,310 | -40.69 | 308 | -38.84 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4,397 | 3.34 | 586 | 6.93 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 26,892 | -6.22 | 3,585 | -3.06 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 87,515 | -2.01 | 11,667 | 1.29 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 11,890 | -2.40 | 1,585 | 0.83 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 63,105 | 3.42 | 8,413 | 6.90 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 2,270 | 2.71 | 303 | 5.96 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 100,627 | -34.35 | 13,415 | -32.14 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 724,200 | 125.23 | 96,543 | 137.95 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4,980 | -6.55 | 664 | -3.49 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 21,509 | 0.09 | 2,867 | 3.46 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 143,776 | 12.09 | 19,368 | 17.10 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 1,600 | 0.00 | 213 | 3.40 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13,361 | 1.67 | 1,781 | 5.14 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 2,005 | 0.00 | 267 | 3.49 | ||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 7,262 | -8.54 | 968 | -5.38 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 750 | 0.00 | 100 | 3.13 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 4,973 | -74.27 | 667 | -73.81 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 122,366 | 4.01 | 16,313 | 7.51 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 4,864 | -0.43 | 648 | 2.86 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 21,023 | 3.93 | 2,803 | 19.23 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 86,925 | -2.10 | 11,588 | 1.21 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 5,264 | -0.81 | 702 | 2.49 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3,166 | 33.76 | 422 | 38.36 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 4,044 | -30.47 | 539 | -28.13 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 12,886 | 2.19 | 1,718 | 5.60 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 10,920 | 0.00 | 1,456 | 3.34 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 3,402 | 54.71 | 439 | 51.03 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 24,308 | -2.10 | 3,241 | 1.22 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 63,850 | 1.61 | 8,512 | 5.04 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 11,978 | -5.76 | 1,597 | -1.54 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 8,875 | 63.29 | 1,183 | 69.00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 70 | -9.09 | 9 | 0.00 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 1,866 | 0.00 | 249 | 3.33 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 5,090 | -59.85 | 679 | -58.51 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 979 | 0.00 | 131 | 3.17 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3,404 | 3.69 | 454 | 7.09 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 191,275 | -14.39 | 25,770 | -10.55 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 6,332 | -10.22 | 844 | -7.15 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 3,159 | 0.67 | 421 | 4.21 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 2,452 | 0.00 | 327 | 3.16 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 103,247 | 40.78 | 13,764 | 45.53 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 167,476 | -1.94 | 22,326 | 1.37 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2,344 | 0.00 | 302 | 1.00 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 600 | 0.00 | 80 | 2.60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 576,010 | 6.60 | 77 | 10.14 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 11 | 1 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 12,608 | -1.11 | 1,681 | 2.19 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 7,827 | -3.10 | 1,043 | 0.19 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2,908 | 8.87 | 388 | 12.50 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 438 | 58 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 3,621 | -7.70 | 483 | -4.55 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2,388 | -34.45 | 318 | -32.20 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 3,763 | 0.00 | 502 | 3.30 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 1,733 | 0.00 | 231 | 3.59 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 135,731 | -3.31 | 18 | 0.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 16,238 | -2.75 | 2,165 | 0.51 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 83,143 | -4.96 | 11,084 | -1.76 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,557 | -12.08 | 208 | -9.21 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 3,803 | 0.00 | 507 | 3.27 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 9,768 | 40.30 | 1 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 11,645 | 2.89 | 1,552 | 6.37 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 70,168 | -4.08 | 9,354 | -0.84 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 7,153 | -11.53 | 954 | -8.54 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 3,001 | 0.00 | 400 | 3.36 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 2,107 | 0.00 | 281 | 3.32 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 76,690 | 0.00 | 10,224 | 3.38 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7,730 | -1.70 | 1,030 | 1.58 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2,291 | 1.64 | 305 | 5.17 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 8,273 | 51.08 | 1,103 | 56.09 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 517 | 69 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 55,442 | 0.23 | 7,391 | 3.60 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 2,197 | 0.00 | 293 | 3.18 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 4,955 | -0.18 | 661 | 3.13 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16,870 | 31.43 | 2,249 | 35.83 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 125,114 | 200.47 | 16,679 | 210.65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,951,237 | -5.06 | 260,119 | -1.86 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10,181 | 1,357 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 10,219 | -5.70 | 1,362 | -2.51 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 146,822 | 2.11 | 19,573 | 5.55 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 542 | 0.00 | 72 | 4.35 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 85,569 | -11.52 | 11,407 | -8.53 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 36,515 | 1.35 | 4,868 | 4.76 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 167 | 0.00 | 22 | 4.76 | ||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Schubert & Co | 6,627 | 0.00 | 883 | 3.40 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 79,681 | 4.44 | 10,622 | 7.97 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 20,578 | -8.61 | 2,743 | -5.51 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 9,573 | 20.67 | 1,276 | 24.73 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 27,499 | 42.42 | 3,666 | 47.25 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1,454 | 0.62 | 194 | 3.76 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 8,513 | -8.37 | 1,135 | -5.34 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 363 | 0.00 | 48 | 4.35 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 5,657 | 0.00 | 754 | 3.43 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 2,432 | -17.22 | 324 | -14.29 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 12,713 | -5.61 | 1,695 | -2.42 | ||||
| 2025-07-16 | 13F | Cabana Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 2,033 | 0.00 | 271 | 3.44 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 1,538 | 205 | ||||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 6,300 | 0.00 | 840 | 3.33 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 1,074 | -11.46 | 143 | -2.05 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 65,270 | 2.47 | 8,701 | 5.93 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2,287 | -3.13 | 305 | 0.00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 7,435 | -4.74 | 991 | -1.49 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 136,560 | -7.13 | 18,205 | -4.00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F/A | Seek First Inc. | 12,629 | 0.97 | 1,684 | 4.34 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 10,161 | -25.93 | 1,355 | -23.46 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 29,777 | 0.44 | 3,970 | 3.82 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 337,113 | 2.07 | 44,940 | 9.25 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 102,990 | 0.00 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 898 | 0.00 | 120 | 3.48 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 413 | 0.00 | 55 | 3.77 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 1,600 | 213 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 69,400 | 27.57 | 9,252 | 31.87 | |||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2,330 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 677 | 0.00 | 90 | 3.45 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 800 | -83.33 | 107 | -82.88 | |||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,955,135 | 3.62 | 527,659 | 7.16 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1,788 | 0.28 | 238 | 3.93 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 4,283 | -49.74 | 571 | -48.09 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1,692 | -90.24 | 226 | -89.93 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 181,129 | 3.73 | 24,146 | 7.23 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1,476 | 0.00 | 197 | 3.16 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 625,930 | 3.56 | 83,443 | 7.05 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 62,872 | -0.10 | 8,382 | 3.27 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9,937 | -11.61 | 1,325 | -8.63 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 3,147 | -39.54 | 420 | -37.56 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 2,189 | -29.27 | 292 | -27.07 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 45,317 | 3.14 | 6,041 | 6.64 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 53,328 | 53.01 | 7,109 | 58.19 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 2,650 | 0.00 | 353 | 3.52 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 3,108 | -4.19 | 414 | -0.96 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 6,480 | -3.86 | 864 | -0.69 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6,482 | 864 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 15,650 | -0.20 | 2,086 | 3.17 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 23,579 | -18.66 | 3,191 | -12.46 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 12,784 | 3.81 | 1,704 | 7.30 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 15,328 | -1.56 | 2,043 | 1.74 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 136,777 | -7.15 | 18 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 173,036 | 15.82 | 23,067 | 19.73 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 211,569 | -1.39 | 28,204 | 1.94 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 61,995 | 4.96 | 8 | 14.29 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 570,074 | 0.71 | 75,995 | 4.10 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 2,260 | 0.00 | 301 | 3.44 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2,288 | 0.84 | 305 | 4.45 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4,202 | 0.48 | 560 | 3.90 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2,411 | 18.24 | 321 | 28.40 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 6,838 | 0.00 | 882 | 1.03 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4,744 | 94.19 | 636 | 107.84 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16,775 | 24.31 | 2,292 | 36.61 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 6,505 | 0.00 | 867 | 3.46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 209,161 | 3.19 | 27,883 | 6.68 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 2,440 | -3.29 | 325 | 0.00 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 89,936 | -1.32 | 12,102 | 2.96 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 65,764 | -3.91 | 8,767 | -0.67 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 104,781 | -4.29 | 13,968 | -1.06 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 75,803 | -5.71 | 10,105 | -2.54 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 5,762 | 768 | ||||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 12,029 | 3.98 | 1,613 | 8.62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 590,407 | 10.93 | 78,707 | 14.68 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 11,254 | 0.37 | 1,500 | 3.81 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 86,923 | -0.13 | 11,588 | 3.23 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 118,680 | 7.51 | 15,821 | 11.14 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 1,000 | 0.00 | 133 | 3.91 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 9,205 | 1.41 | 1,227 | 4.87 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 4,148 | 0.00 | 553 | 3.37 | ||||
| 2025-07-17 | 13F | City Holding Co | 1,357 | 0.00 | 181 | 3.45 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 183,041 | -2.94 | 24,401 | 0.34 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 101,065 | 3.58 | 13,473 | 7.08 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 5,566 | 0.00 | 1 | |||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 5,405 | 0.58 | 721 | 3.90 | ||||
| 2025-05-07 | 13F | Portland Global Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 68,770 | 906.73 | 9,265 | 1,006.93 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 58,790 | -8.15 | 7,837 | -5.05 | ||||
| 2025-04-10 | 13F | Naples Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Bremer Bank National Association | 59,633 | 0.00 | 7,690 | 1.08 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 171,709 | 4.42 | 23 | 10.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2,351 | 236.82 | 313 | 251.69 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 21,050 | 107.92 | 2,806 | 115.02 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 1,914 | 0.00 | 255 | 3.66 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 206,815 | -0.81 | 27,570 | 2.53 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 82,652 | 3.58 | 11,018 | 10.86 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4,938 | -0.02 | 658 | 3.46 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 24,794 | 24.06 | 3,305 | 28.25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 377,860 | 0.31 | 50,373 | 3.70 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 44,241 | -1.20 | 5,705 | -0.14 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 3,550 | -5.33 | 473 | -2.07 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2,059 | 0.15 | 275 | 3.40 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 2,223 | -44.16 | 296 | -42.30 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 1,503 | 200 | ||||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 2,344 | 0.04 | 316 | 11.66 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 38,209 | -0.57 | 5,094 | 2.79 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 47,097 | -1.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 1,716 | -0.23 | 229 | 3.17 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 36,273 | -3.77 | 4,835 | -0.53 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5,141 | 0.67 | 685 | 4.10 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 80,026 | 4.23 | 10,668 | 7.75 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 117 | -63.32 | 16 | -62.50 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 11,855 | 1.04 | 1,580 | 8.29 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4,354 | -10.98 | 580 | -7.94 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 92,727 | 14.17 | 12,361 | 18.02 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 64,929 | 5.07 | 8,656 | 8.61 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8,330 | 19.34 | 1,124 | 28.05 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 23,969 | 0.01 | 3,195 | 3.40 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 4,073 | -3.73 | 543 | -0.55 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 38,175 | 0.39 | 5,089 | 3.79 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 2,165 | 0.00 | 289 | 3.23 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 44,174 | -6.12 | 5,890 | -2.93 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 618 | -23.42 | 82 | -21.15 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14,641 | 1.89 | 1,952 | 5.29 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 3,485 | 8.13 | 465 | 11.81 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 54,248 | 2.24 | 7,232 | 5.69 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 54,615 | 0.00 | 7,281 | 3.37 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 775 | 0.00 | 103 | 4.04 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 564 | -89.77 | 75 | -89.44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,061,435 | 9.55 | 141,500 | 13.25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 228,171 | -2.26 | 30,417 | 1.04 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2,323 | -3.57 | 310 | -0.32 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,082,019 | -0.91 | 677,484 | 2.43 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 41,343 | 1.31 | 5,511 | 4.73 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4,349 | -28.02 | 580 | -25.67 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 102,572 | -6.04 | 14 | -7.14 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9,974,059 | 0.75 | 1,329,642 | 4.15 | ||||
| 2025-07-11 | 13F | Bell Bank | 711,664 | 4.52 | 94,872 | 8.05 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1,538 | -33.25 | 205 | -30.98 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 93,844 | -0.12 | 12,642 | 12.90 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3,238 | 0.31 | 441 | 11.96 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 1,989 | 0.66 | 265 | 4.33 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2,089 | 31.96 | 278 | 36.27 | ||||
| 2025-08-12 | 13F | Main Management LLC | 3,166 | -4.06 | 0 | |||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2,851 | 1.53 | 380 | 4.97 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 15,168 | -2.38 | 2,022 | 0.95 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4,055 | 0.25 | 541 | 3.65 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 52,726 | 2.71 | 7,029 | 6.16 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 146,688 | 2.09 | 19,555 | 5.53 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 6,913 | -0.01 | 922 | 3.37 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 3,863 | -11.62 | 515 | -8.70 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 473,178 | -17.40 | 63,079 | -14.62 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 5,879 | 33.80 | 784 | 38.34 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 38,666 | -0.64 | 5,155 | 2.71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 116,818 | 9.36 | 15,573 | 13.05 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 24,509 | -11.42 | 3,267 | -8.44 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 9,684 | 8.09 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 2,163 | -36.44 | 288 | -34.25 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 50,846 | -13.57 | 6,778 | -10.65 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1,364 | 0.00 | 182 | 3.43 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 13,036 | 2.45 | 1,738 | 5.91 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 169,103 | 0.65 | 22,543 | 16.91 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 11 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 227,158 | -21.39 | 30,282 | -18.73 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 6,016 | -6.54 | 802 | -3.49 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3,514 | -4.30 | 468 | -1.06 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 8,318 | 44.86 | 1,109 | 49.73 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1,504 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3,745 | 2.69 | 499 | 6.17 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 38,316 | 891.87 | 5,108 | 925.50 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3,277 | 0.00 | 437 | 3.32 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 30,280 | 1.88 | 4,037 | 5.32 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 66,340 | -1.99 | 8,844 | 1.32 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 2,033 | 0.00 | 262 | 0.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18,547 | 24.85 | 2,473 | 29.09 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13,295 | 461.44 | 1,772 | 486.75 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3,707 | 118.06 | 478 | 121.30 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20,166 | 2.32 | 2,688 | 5.79 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 43,050 | 0.00 | 5,739 | 3.37 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 2,310 | -12.70 | 308 | -9.97 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 7,888 | 0.10 | 1,052 | 3.44 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 44,030 | -0.49 | 5,870 | 2.86 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 43,957 | -4.27 | 5,860 | -1.05 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 35,234 | 1.20 | 4,697 | 4.63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 26,920 | 8.46 | 3,589 | 12.13 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 13,446 | -0.75 | 1,792 | 2.63 | ||||
| 2025-08-13 | 13F | Brentview Investment Management LLC | 400 | 0.00 | 53 | 3.92 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 147 | 0.00 | 20 | 5.56 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3,000 | 0.10 | 400 | 3.37 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 12,880 | 3.68 | 1,717 | 7.18 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 3,421 | 0.50 | 456 | 4.11 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 28,356 | 1.39 | 3,780 | 4.83 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 42,322 | -2.16 | 5,677 | 1.76 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 50,738 | 6,764 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 30,887 | 3.77 | 4,117 | 7.27 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 18,242 | -0.34 | 2,432 | 3.01 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9,912 | 204.98 | 1,321 | 215.27 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 9,915 | -27.39 | 1,322 | -24.99 | ||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 10,911 | 1.31 | 1,455 | 5.82 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 14,948 | 0.11 | 1,993 | 3.48 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 1,766 | 0.00 | 235 | 3.52 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 8,753 | 0.00 | 1,167 | 3.37 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 15,999 | -1.76 | 2,133 | 1.52 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 569,534 | -8.99 | 75,925 | -5.92 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 4,422 | 397 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2,642 | -0.94 | 352 | 2.62 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 19,266 | 3.61 | 2,568 | 7.13 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,947 | 9.20 | 260 | 13.10 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 7,995 | -2.07 | 1,079 | 2.47 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 2,366 | -20.68 | 316 | -17.97 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32,410 | -5.26 | 4,329 | -2.08 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 22,615 | -1.20 | 3,015 | 2.13 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 16,269 | -1.09 | 2,169 | 2.22 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 24,709 | -0.35 | 3,294 | 9.00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 3,938 | 7.24 | 525 | 10.78 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15,503 | -0.19 | 2,067 | 4.29 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 55,319 | 0.08 | 7,375 | 3.45 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,715 | 16.08 | 629 | 20.08 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1,756 | 0.17 | 234 | 3.54 | ||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 3,215 | 0.00 | 429 | 3.38 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 25,029 | 0.87 | 3,336 | 4.25 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 5,594 | 746 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 3,029 | 39.91 | 410 | 54.92 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 140,178 | 3.35 | 18,687 | 5.66 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 5,928 | 0.00 | 790 | 4.50 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 1,258,454 | 18.85 | 160,516 | 18.65 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 30,953 | 0.87 | 4,126 | 4.27 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 14,791 | -1.25 | 1,972 | 2.07 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 18,057 | -0.98 | 2,450 | 4.21 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6,315 | -16.22 | 842 | -13.48 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2,219 | -0.14 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 339,085 | 1.36 | 45,203 | 4.78 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Tacita Capital Inc | 1,390 | 0.00 | 185 | 3.35 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4,599 | 6.58 | 613 | 10.25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 135,211 | 264.60 | 18,025 | 276.93 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 5,790 | 0.10 | 1 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 1,900 | 0.00 | 253 | 3.27 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 147 | 0.00 | 20 | 5.56 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 56,871 | -1.10 | 7,581 | 2.24 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 1,697 | 0.00 | 231 | 10.05 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 27,928 | -0.07 | 3,723 | 3.30 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 31,351 | -7.77 | 4,179 | -4.65 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2,403 | 0.12 | 320 | 3.56 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,314,693 | 1.66 | 175,262 | 5.09 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3,019 | -14.16 | 410 | -9.71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,077,373 | -0.54 | 1,610,035 | 2.82 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,077 | 24.72 | 1,610 | 28.82 | ||||
| 2025-07-16 | 13F | American National Bank | 439 | 0.00 | 59 | 3.57 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2,164 | 0.65 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 5,979 | 0.37 | 797 | 3.78 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 264,309 | -22.33 | 35,235 | -19.71 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 859 | 114 | ||||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 427 | 0.00 | 57 | 1.82 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 296,671 | 10.96 | 39,549 | 14.71 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 565,520 | -6.87 | 75,389 | -3.72 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15,485 | -5.20 | 2,064 | -1.99 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 334 | 0.60 | 45 | 4.76 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 476 | 0.21 | 64 | 8.47 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 2,377 | 0.00 | 317 | 3.27 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 471 | 63 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 108,006 | 16.89 | 14,398 | 20.84 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 56,791 | -31.68 | 7,571 | -29.38 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7,176 | -13.57 | 957 | -10.65 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 6,253 | 0.64 | 834 | 4.00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 60,894 | -4.51 | 8,118 | -1.29 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 75,411 | -1.02 | 10,053 | 2.32 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 3,219 | 0.00 | 429 | 3.37 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 31,069 | -0.39 | 4,142 | 4.07 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 27,476 | -52.53 | 3,663 | -50.93 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 11,912 | -18.95 | 1,588 | -15.31 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 1,867 | 249 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 128,380 | -2.82 | 17,114 | 0.46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 59,555 | 5.26 | 8,088 | 10.86 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 956 | 0.00 | 127 | 3.25 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8,915 | 0.32 | 1,188 | 3.66 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 200,325 | 9.75 | 26,705 | 13.45 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2,128 | 138.83 | 284 | 148.25 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 44,295 | 46.82 | 5,870 | 52.52 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 2,436 | -3.72 | 325 | -0.61 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36,453 | 10.15 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 1,672 | -65.12 | 223 | -64.08 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 77,208 | 5.06 | 10,293 | 8.61 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 56,479 | 0.50 | 7,529 | 3.89 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 45,941 | 10.11 | 6,124 | 13.83 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 16,488 | 0.00 | 2,198 | 3.39 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 2,600 | 0.00 | 347 | 3.28 | ||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 2,183 | 0.00 | 300 | 11.11 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 964 | 128 | ||||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 49,922 | 4.63 | 6,655 | 8.16 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 3,908 | 1.59 | 521 | 5.04 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 10,441 | 0.00 | 1,392 | 3.34 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4,762 | -8.07 | 635 | -5.09 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 4,914 | 6.25 | 655 | 11.02 | ||||
| 2025-08-14 | 13F | Comerica Bank | 203,057 | 0.33 | 27,070 | 3.71 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13,025 | 10.26 | 1,736 | 13.99 | ||||
| 2025-05-13 | 13F | Annandale Capital, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 2,687 | 0.11 | 358 | 3.47 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 2,511 | 0.08 | 335 | 3.41 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 32,210 | 31.47 | 4,294 | 35.90 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 35,672 | -3.75 | 4,755 | -0.50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,239,062 | -4.21 | 698,419 | -0.98 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13,285 | -3.04 | 1,771 | 0.23 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 15,457 | -0.47 | 2,061 | 2.90 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4,155 | 17.94 | 554 | 21.81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 16,060 | 4.48 | 2,141 | 7.97 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 5,270 | 703 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 9,693 | 0.00 | 1,305 | 4.32 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2,197 | 7.64 | 293 | 11.03 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 128,606 | -1.40 | 17,144 | 1.93 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1,530,826 | -0.64 | 204,074 | 2.71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 587,355 | 21.38 | 78,300 | 25.47 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 12,672 | 38.42 | 1,709 | 54.24 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 28,485 | 3.74 | 3,893 | 13.21 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5,935 | 31.74 | 791 | 36.38 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 16,252 | 13.59 | 2,167 | 17.40 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 23,070 | -11.42 | 3,075 | -8.43 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 153 | 0.00 | 20 | 5.26 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 54,205 | 47.18 | 7,226 | 52.16 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 29,140 | 2.31 | 3,885 | 5.74 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 196 | 26 | ||||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 3,242 | -0.09 | 432 | 3.35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 47,934 | 0.34 | 6,390 | 3.73 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 3,081 | -52.41 | 411 | -50.84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 948,760 | 8.36 | 126 | 12.50 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 40,211 | -0.55 | 5,481 | 5.12 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 69,735 | -0.58 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | Bank OZK | 2,010 | 0.00 | 268 | 3.09 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 63,358 | 4.61 | 8,446 | 8.14 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 15,948 | 0.00 | 2,126 | 3.40 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 4,973 | 63.16 | 663 | 68.70 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4,505 | -10.26 | 601 | -7.26 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2,968 | -0.17 | 396 | 3.13 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 78 | 1.30 | 10 | 11.11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,485 | 13.00 | 465 | 16.88 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 4,488 | 0.56 | 598 | 4.00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 296,759 | 1.57 | 39,561 | 5.00 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 4,798 | 0.00 | 640 | 3.40 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 3,000 | -1.41 | 400 | 1.79 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 29,698 | -10.85 | 3,959 | -7.82 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 2,370 | 0.51 | 316 | 3.62 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 25,203 | 3,360 | ||||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5,172 | 0.10 | 689 | 3.45 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 672,610 | 3.91 | 89,666 | 7.42 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 138,316 | 4.02 | 18,439 | 7.53 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 399 | 0.00 | 53 | 3.92 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 383,291 | 293.47 | 51,097 | 306.75 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 9,127 | 15.31 | 1,217 | 19.22 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 28,581 | -2.47 | 3,810 | 0.85 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 7,959 | 39.34 | 1,061 | 44.02 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 270,978 | -0.88 | 36,124 | 2.46 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 106,660 | 6.59 | 14 | 16.67 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 1,585 | -0.25 | 211 | 3.43 | ||||
| 2025-07-31 | 13F | City State Bank | 56,422 | 0.83 | 7,522 | 4.23 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 10,508 | -0.05 | 1,401 | 3.32 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 215,563 | -0.20 | 28,737 | 3.17 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 295,417 | 2.95 | 39,382 | 6.43 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1,527 | 204 | ||||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 5,732 | -0.50 | 764 | 2.96 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 24,496 | 1.79 | 3,266 | 5.22 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 3,309 | -0.81 | 447 | 7.97 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 28,168 | -23.83 | 3,755 | -21.25 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 42,688 | 2.17 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2,749,414 | 314 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6,196 | 3.70 | 826 | 7.27 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 4,237 | -17.18 | 565 | -14.42 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | River Street Advisors LLC | 7,199 | -9.57 | 960 | -6.53 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 184,825 | 24,639 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 12,152 | 105.62 | 1,620 | 161,800.00 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 18,561 | -7.14 | 2,474 | -4.00 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 62,056 | 5.10 | 8,273 | 8.64 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 2,751 | 0.04 | 367 | 3.39 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 3,593 | 0.00 | 479 | 3.24 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 2,952 | -0.10 | 381 | 12,566.67 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 26 | 136.36 | 4 | 200.00 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2,465 | 39.74 | 329 | 44.49 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 7,039 | 0.00 | 938 | 3.42 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 452 | 3.67 | 60 | 7.14 | ||||
| 2025-08-14 | 13F | Betterment LLC | 23,833 | 5.28 | 3 | 50.00 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 146,459 | 4.15 | 19,524 | 7.67 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 3,810 | -34.98 | 508 | -32.85 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 2,918 | 0.66 | 389 | 4.02 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,264 | -7.80 | 169 | -4.55 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7,929 | -7.94 | 1,057 | -4.86 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14,469 | 3.42 | 1,929 | 6.87 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 45,520 | -1.77 | 6,068 | 1.56 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 33,493 | 49.01 | 4 | 100.00 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 30,412 | 0.37 | 4,097 | 4.86 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 120,181 | -5.47 | 16,021 | -2.28 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17,522 | 0.91 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 17,855 | 1.51 | 2,380 | 4.94 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 235,149 | 4.51 | 31,348 | 8.03 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9,985 | 29.49 | 1,331 | 33.90 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 7,558 | 1.67 | 1 | |||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3,673 | 495 | ||||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 105,707 | 0.24 | 14,092 | 3.62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,837,197 | 0.70 | 245 | 3.83 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 32,059 | 0.75 | 4,274 | 4.14 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 2,986 | 402 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 2,995 | 0.13 | 402 | 4.16 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 119,461 | 5.94 | 15,925 | 9.51 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 4,611 | -28.86 | 615 | -26.47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 77,548 | -5.08 | 10,338 | 10.24 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 15,443 | 2.41 | 1,991 | 11.35 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 2,797 | 373 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 2,203 | 0.00 | 294 | 3.17 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 3,665 | 5.53 | 489 | 9.17 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 252,805 | 2.66 | 33,701 | 6.12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 714,531 | 2.74 | 95,254 | 10.98 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 8,639 | 0.00 | 1,152 | 3.32 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20,998 | 58.48 | 2,799 | 63.88 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 2,127 | 3.65 | 284 | 7.20 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 111 | 15 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 16,621 | 2,216 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 8,000 | 1,066 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 431 | 0.00 | 57 | 3.64 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 25,385 | 5.10 | 3,384 | 8.60 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5,669 | 0.76 | 1 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 20,948 | 2.82 | 2,793 | 6.28 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 2,870 | 4.33 | 383 | 7.91 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 24,699 | 0.63 | 3,293 | 4.01 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3,919 | -0.76 | 522 | 2.55 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 1,564 | -0.82 | 208 | 2.46 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 7,981,687 | 12,272.98 | 401 | -95.18 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 26 | 0.00 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1,736 | 0.00 | 231 | 3.59 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 13,141 | 1.78 | 1,754 | 4.59 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 9,107 | 2.04 | 1,214 | 5.47 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,271 | 3.36 | 569 | 6.95 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1,640 | 219 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 9,333 | -1.53 | 1,244 | 1.80 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 13,324 | 1,700 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 4,065 | 0.35 | 542 | 3.64 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 29,225 | 1.60 | 3,896 | 5.04 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 456,116 | 3.22 | 60,805 | 6.70 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 4,572 | -2.04 | 609 | 1.33 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 7,276 | -37.39 | 970 | -35.31 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 465,351 | -2.46 | 62,036 | 0.83 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,186 | 0.64 | 691 | 4.07 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 48,670 | 4.94 | 6,488 | 8.49 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2,338 | 0.13 | 312 | 3.32 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4,605 | -2.33 | 614 | 0.82 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 3,357 | -2.89 | 448 | 0.45 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 123 | 0.00 | 16 | 6.67 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 230 | 0.00 | 31 | 3.45 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 24,859 | 9.86 | 3,314 | 13.54 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 122,839 | -35.35 | 16,376 | -33.17 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4,668 | 106.55 | 622 | 113.75 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 59,713 | -14.71 | 8,460 | -6.29 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1,604 | 214 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 11,900 | 600.00 | 1,586 | 624.20 | |||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 228,187 | -1.40 | 30,420 | 1.93 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 896,200 | 21.26 | 119,472 | 25.35 | |||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 10,666 | -13.44 | 1,422 | -10.57 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 194,171 | 10.43 | 25,885 | 14.15 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 25,995 | -3.10 | 3,465 | 0.17 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 87,200 | 41.55 | 11,625 | 46.32 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 3,193 | 0.00 | 426 | 3.41 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 218,768 | -0.07 | 29,164 | 3.30 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 30,150 | -1.53 | 4,019 | 1.80 | ||||
| 2025-05-15 | 13F | Permanens Capital L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4,839 | 73.81 | 645 | 79.67 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3,937 | 0.18 | 525 | 3.56 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 781 | 0.00 | 104 | 4.00 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 5,527 | 19.43 | 737 | 23.49 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 7,038 | 0.39 | 938 | 3.76 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 196,188 | -0.94 | 26,154 | 2.40 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 2,706 | 0.59 | 361 | 4.05 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 1,824 | 6.92 | 243 | 10.45 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 12,660 | -0.05 | 1,688 | 3.31 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 125,845 | 0.00 | 16,776 | 3.38 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 25,413 | 1,173.20 | 3,388 | 1,217.90 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 45,713 | -0.13 | 6,094 | 3.24 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1,749 | 10.56 | 233 | 14.22 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5,457 | -23.29 | 727 | -20.72 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2,038 | 18.28 | 272 | 22.07 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2,114 | -10.69 | 251 | -12.59 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 5,598 | 0.00 | 746 | 3.47 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 80,377 | 8.20 | 10,715 | 11.85 | ||||
| 2025-07-09 | 13F | Exchange Bank | 2,577 | -1.23 | 344 | 2.08 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24,498 | -18.43 | 3,266 | -15.70 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 28,529 | 6.72 | 3,803 | 10.33 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1,851 | -3.29 | 247 | 0.00 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 2,989 | 398 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 1,638 | -0.18 | 218 | 3.32 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 17,550 | -0.37 | 2,340 | 2.99 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2,854 | -0.45 | 0 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 39,988 | -1.55 | 5,331 | 1.76 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 100,571 | -22.36 | 13,572 | -18.75 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 15,224 | -71.15 | 2,030 | -58.31 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 5,437 | 0.00 | 725 | 3.28 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 62,321 | 78.77 | 8,308 | 84.81 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 11,864 | -0.23 | 1,582 | 3.13 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 2,634 | 0.65 | 351 | 4.15 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 5,970 | 0.00 | 796 | 3.38 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,935 | -14.76 | 258 | -11.99 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 3,688 | -6.04 | 492 | -2.96 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 36,005 | 13.21 | 4,799 | 17.05 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 26,542 | -7.23 | 3,538 | -4.09 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 8,286 | 17.75 | 1,105 | 21.72 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 21,806 | -42.65 | 2,907 | -29.77 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 11,624 | -2.48 | 1,550 | 0.78 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35,614 | 2.97 | 5 | 0.00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 9,560 | 0.00 | 1,274 | 3.41 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 5,616 | 0.29 | 749 | 3.60 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 200 | 27 | ||||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 370,000 | 0.00 | 49,325 | 3.37 | |||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 1,646 | -6.32 | 212 | -5.36 | ||||
| 2025-06-03 | 13F | Invst, LLC | 8,330 | 2.94 | 1,074 | 4.07 | ||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 8,132 | 0.00 | 1,084 | 3.44 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 3,186 | 435 | ||||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 8,254 | 0.00 | 1,100 | 3.38 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 26,615 | 3.95 | 3,548 | 7.48 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 2,002 | 3.73 | 267 | 7.26 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 156,256 | 2.28 | 20,840 | 5.78 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9,042 | 160.13 | 1,227 | 173.66 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5,546 | 33.35 | 739 | 37.87 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 1,612 | 0.62 | 215 | 3.88 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 9,288 | -1.34 | 1,238 | 1.98 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 202,644 | 6.38 | 27,015 | 9.97 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 28,044 | -12.17 | 3,739 | -9.21 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 101 | 13 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 4,027 | 6.56 | 537 | 10.06 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 516 | -41.03 | 69 | -39.29 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 251 | 709.68 | 33 | 1,000.00 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 21,544 | -0.45 | 2,872 | 2.94 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 4,179 | 0.00 | 557 | 7.32 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 76,009 | 12.34 | 10,133 | 16.13 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10,891 | 0.03 | 1,452 | 3.35 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 7,930 | 1.45 | 1,057 | 4.86 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 11,849 | 2.09 | 1,580 | 5.55 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 63,355 | -0.66 | 8,446 | 2.69 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10,459 | 0.46 | 1,394 | 3.87 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35,861 | -2.20 | 4,781 | 1.10 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 14,968 | 4.55 | 1,995 | 8.07 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 50 | 0.00 | 7 | 0.00 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 1,613 | -7.03 | 208 | -5.88 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 200 | 0.00 | 27 | 4.00 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 2,087 | 0.00 | 278 | 3.35 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10,670 | 9.28 | 1,422 | 12.95 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 1,508 | 201 | ||||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 6,960 | 4.90 | 928 | 8.42 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 1,635 | 0.49 | 218 | 3.83 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 46 | 6 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 7,314 | -0.05 | 975 | 3.39 | ||||
| 2025-08-07 | 13F | Laffer Investments | 10,102 | 1,347 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4,763 | 0.00 | 635 | 3.26 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 2,348 | 0.00 | 313 | 3.64 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 10,421 | 2.93 | 1,389 | 6.44 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 28,843 | -14.64 | 3,845 | -11.75 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 138,090 | 0.00 | 18,409 | 3.37 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5 | 1 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,488,249 | 6.80 | 331,543 | 10.35 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 12,806 | -20.00 | 1,707 | -17.30 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 35,256 | -3.08 | 4,700 | 0.17 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 40,123 | -0.16 | 5,349 | 3.20 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18,109 | -2.85 | 2,414 | 0.46 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 10,262 | 0.48 | 1,368 | 3.87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18,826 | 12.79 | 2,510 | 16.59 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2,237 | 0.00 | 298 | 3.47 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 1,555 | 0.00 | 207 | 3.50 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,798 | 2.58 | 10,105 | 6.05 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 23,233 | 8.79 | 3,079 | 13.04 | ||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 2,330 | 311 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 156,773 | 206,180.26 | 1 | -88.89 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 693 | 92 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 710 | 12.88 | 95 | 16.05 | ||||
| 2025-07-17 | 13F | SWS Partners | 4,378 | 0.32 | 584 | 3.74 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 566 | 76 | ||||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 210,861 | 2.15 | 28 | 7.69 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 2,888 | -0.52 | 385 | 2.67 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 14,339 | -6.32 | 1,912 | -3.19 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 61,255 | 0.27 | 8,166 | 3.64 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 100 | 0.00 | 13 | 8.33 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 47,489 | 6,331 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 2,225 | -31.01 | 297 | -28.67 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 538,915 | 0.41 | 71,843 | 3.80 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 120,233 | 20.40 | 16,028 | 24.47 | ||||
| 2025-07-25 | 13F | Summa Corp. | 4,000 | -14.89 | 533 | -12.05 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 14,377 | 0.00 | 1,854 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 86,286 | 27.21 | 11,503 | 31.50 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 8,250 | 28.52 | 1,100 | 32.89 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 4,261 | 0.05 | 568 | 3.46 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,153 | 149 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 1,728 | -87.65 | 230 | 4.07 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 6,593 | 0.00 | 879 | 3.29 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3,050 | 6.76 | ||||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 1,689 | -45.85 | 225 | -44.03 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2,713 | 362 | ||||||
| 2025-07-15 | 13F | Sara-Bay Financial | 14,184 | 32.45 | 1,891 | 38.46 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 1,916 | 0.00 | 255 | 4.51 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2,170 | -2.43 | 289 | 1.05 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 10,364 | 0.00 | 1,382 | 3.37 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 237 | 0.00 | 32 | 3.33 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 1,831 | 244 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 5,200 | 0.78 | 693 | 4.21 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 15,458 | -2.40 | 2,061 | 0.88 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 92,762 | -1.06 | 12,366 | 2.27 |
