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 9, 2024, the share price was 124.45 / share. This represents an increase of 12.13% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-31 | 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 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 3,809 | -49.94 | 508 | -48.32 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 79,621 | -1.06 | 10,614 | 2.28 | ||||
2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 1,949 | 4.17 | 260 | 7.47 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 3,411 | -33.50 | 455 | -31.32 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 16,732 | -0.27 | 2,231 | 3.10 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 2,010 | 268 | ||||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 6,335 | 0.00 | 845 | 3.43 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 693,744 | 5.63 | 92,483 | 9.19 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 3,065 | 0.00 | 409 | 3.29 | ||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 2,521 | 0.00 | 336 | 3.38 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 34,035 | 4.60 | 4,537 | 8.13 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 1,624 | -2.05 | 216 | 1.41 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 18,181 | 10.23 | 2,424 | 13.92 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 11,762 | -1.22 | 1,568 | 2.08 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 91,811 | 5.88 | 12,239 | 9.45 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-18 | 13F | Vigilare Wealth Management | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15,767 | -5.96 | 2,102 | -2.82 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 946,520 | 23.71 | 126,181 | 27.88 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 2,658 | -0.52 | 354 | 2.91 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 35,916 | 8.29 | 4,788 | 11.95 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 13,843 | 60.02 | 1,845 | 65.47 | ||||
2025-08-07 | 13F | HC Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1,583 | 211 | ||||||
2025-08-07 | 13F | Apeiron RIA LLC | 73,734 | -7.99 | 9,830 | -4.89 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 9,854 | 3.60 | 1 | 0.00 | ||||
2025-05-30 | NP | TBFG - The Brinsmere Fund - Growth ETF | 81,172 | 113.35 | 10,468 | 114.62 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 7,156 | 0.00 | 954 | 3.36 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 4,836 | 4.99 | 1 | |||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 16,639 | -1.59 | 2,218 | 2.83 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 1,984 | 5.70 | 264 | 9.09 | ||||
2025-07-18 | 13F | Chelsea Counsel Co | 61,800 | 0.00 | 8,239 | 3.38 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 2,320 | 0.00 | 309 | 3.34 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 91,939 | 6.73 | 12,256 | 10.32 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 14,207 | -42.16 | 1,894 | -40.23 | ||||
2025-05-30 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 70,365 | 178.79 | 9,074 | 180.49 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 1,691 | -41.93 | 225 | -40.00 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 17,460 | 0.39 | 2,328 | 3.74 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 227 | 0.00 | 30 | 3.45 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 30,763 | -1.85 | 4,101 | 1.46 | ||||
2025-08-12 | 13F | Ames National Corp | 3,400 | 0.00 | 453 | 3.42 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 27,150 | 0.00 | 3,619 | 3.37 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 1,760 | 235 | ||||||
2025-07-10 | 13F | Security National Bank | 3,571 | 0.00 | 476 | 3.48 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 2,935 | 4.37 | 391 | 8.01 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 37,434 | 11.87 | 4,990 | 15.64 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1,369 | 39.84 | 184 | 47.20 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 1,822 | 0.00 | 243 | 3.42 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 1,663 | 0.00 | 222 | 3.27 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 211,784 | 6.61 | 28,233 | 10.20 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 14,696 | 46.13 | 1,959 | 51.16 | ||||
2025-08-13 | 13F | Whalerock Point Partners, Llc | 4,158 | 0.00 | 554 | 3.36 | ||||
2025-07-11 | 13F | Phillips Wealth Planners LLC | 2,302 | -2.33 | 310 | 8.77 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 54,684 | -1.14 | 7,290 | 2.19 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 293,480 | 7.55 | 39,124 | 11.17 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 6,373 | 10.83 | 850 | 14.57 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 27,840 | -0.02 | 3,711 | 3.37 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 2,780 | 371 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 646,359 | 3.12 | 86,166 | 6.60 | ||||
2025-04-14 | 13F | Moss Adams Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 16,062 | 8.48 | 2,141 | 12.15 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 148,414 | 2.93 | 19,786 | 6.39 | ||||
2025-05-09 | 13F | Roof Eidam & Maycock/adv | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 59,641 | 12.90 | 7,951 | 17.95 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14,820 | 18.86 | 1,976 | 22.96 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 29,009 | 0.00 | 3,867 | 3.37 | ||||
2025-08-12 | 13F | Holderness Investments Co | 10,273 | 2.52 | 1,369 | 5.96 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 1,543 | -4.52 | 206 | -1.44 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 13,827 | -8.72 | 1,843 | -5.63 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 250 | 0.00 | 33 | 3.13 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 67,374 | -3.48 | 8,928 | 0.28 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 1,412,975 | -0.14 | 188,364 | 3.23 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Carnegie Lake Advisors LLC | 4,038 | -2.20 | 1 | |||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 2,311 | 10.79 | 308 | 14.50 | ||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 634 | 2.10 | ||||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 1,834 | 249 | ||||||
2025-07-31 | 13F | Brighton Jones Llc | 22,382 | 26.03 | 2,984 | 30.26 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 2,639 | 0.00 | 352 | 3.24 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 1,911 | 0.05 | 255 | 3.25 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4,989 | -1.46 | 665 | 1.99 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 70,424 | -1.06 | 9,388 | 2.28 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 30,829 | 2.33 | 4,110 | 5.77 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 10,408 | -23.35 | 1,387 | -20.79 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 6,791 | 7.20 | 905 | 10.91 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 211,261 | 2.04 | 28,163 | 5.48 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 3,316 | -10.81 | 442 | -7.93 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 77,219 | -4.17 | 10,294 | -0.93 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 78,452 | 6.53 | 10,458 | 10.13 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 287 | -69.30 | 38 | -68.33 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 4,661 | -16.35 | 621 | -13.51 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 12,321 | 11.19 | 1,643 | 14.99 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 66,703 | -1.01 | 8,892 | 2.34 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 5,167 | 0.00 | 689 | 3.30 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 2,129 | -15.01 | 284 | -12.38 | ||||
2025-07-14 | 13F | Friday Financial | 3,499 | 466 | ||||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 7,320 | 0.00 | 976 | 3.39 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 46,343 | 5.69 | 6,178 | 9.27 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 51,370 | 2.84 | 6,848 | 6.32 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 31,543 | -0.24 | 4,205 | 3.14 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 2,287 | -0.57 | 305 | 2.70 | ||||
2025-07-25 | 13F | MOKAN Wealth Management Inc. | 7,219 | 4.38 | 962 | 7.97 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3,750 | -7.18 | 500 | -4.04 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Glenview Trust Co | 7,701 | 14.94 | 1,027 | 18.75 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 42,380 | 203.97 | 5,650 | 214.36 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 12,706 | 13.31 | 1,694 | 17.08 | ||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 4,700 | -1.63 | 627 | 1.62 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 2,855 | 42.75 | 381 | 47.86 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 409 | -3.31 | 0 | |||||
2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 6,700 | 893 | ||||||
2025-07-15 | 13F | MCF Advisors LLC | 11,919 | 0.17 | 1,589 | 3.52 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,102,218 | 5.26 | 146,875 | 8.72 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 25,940 | 3.63 | 3,458 | 7.09 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 5,573 | 743 | ||||||
2025-08-14 | 13F | Aldebaran Financial Inc. | 4,830 | 0.02 | 644 | 3.38 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 2,853 | -0.70 | 0 | |||||
2025-08-14 | 13F | Potentia Wealth | 1,554 | 0.00 | 207 | 3.50 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 2,431 | 0.00 | 324 | 3.51 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 118,430 | 2.04 | 15,788 | 5.48 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 1,389 | 0.00 | 185 | 3.35 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 611 | -75.73 | 81 | -75.00 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 5,485 | 1.52 | 731 | 5.03 | ||||
2025-07-31 | 13F | Keystone Financial Planning, Inc. | 2,184 | -68.91 | 291 | -67.85 | ||||
2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 9,446 | 1,259 | ||||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 18,870 | 0.00 | 2,433 | 0.00 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 123,208 | -0.83 | 16,425 | 2.52 | ||||
2025-08-07 | 13F | Summit X, LLC | 4,556 | 103.57 | 607 | 110.76 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 27,903 | -0.53 | 3,720 | 2.82 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 44,779 | 5.08 | 5,970 | 8.63 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 415 | 4.27 | 55 | 7.84 | ||||
2025-04-17 | 13F | Prentice Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Fedenia Advisers LLC | 1,593 | 0.00 | 212 | 3.41 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | NFP Retirement, Inc. | 22,525 | -14.56 | 3,003 | -11.68 | ||||
2025-07-08 | 13F | Morris Retirement Advisors, LLC | 1,804 | 0.00 | 240 | 3.45 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3,639 | -0.11 | 469 | 1.08 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 16,808 | -0.86 | 2,241 | 2.47 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 13,327 | -0.20 | 1,777 | -0.67 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 99,277 | 2.15 | 13 | 8.33 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 403,011 | 3.88 | 54 | 6.00 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 4,496 | 0.00 | 599 | 3.45 | ||||
2025-07-16 | 13F | Novem Group | 11,576 | -3.19 | 1,543 | 0.06 | ||||
2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 45,875 | -51.01 | 6,116 | -49.15 | ||||
2025-07-29 | 13F | DeDora Capital, Inc. | 221,680 | 5.87 | 29,552 | 9.44 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 144,055 | 2.17 | 19,204 | 5.63 | ||||
2025-07-15 | 13F | Maseco Llp | 28,468 | 3,794 | ||||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6,061 | -14.32 | 808 | -11.51 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 2,646 | 47.33 | 353 | 52.38 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 2,015 | 0.00 | 269 | 3.47 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 22,448 | 0.30 | 2,993 | 3.67 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 7,620 | 16.78 | 1,016 | 20.69 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5,969 | -0.73 | 796 | 2.45 | ||||
2025-08-13 | 13F | M&t Bank Corp | 305,503 | -1.97 | 40,727 | 1.33 | ||||
2025-08-06 | 13F | SP Asset Management LLC | 15,196 | 0.59 | 2,026 | 3.95 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 79,060 | 2.03 | 10,540 | 5.47 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 275 | 0.00 | 0 | |||||
2025-08-08 | 13F | VeraBank, N.A. | 19,305 | 0.30 | 2,574 | 3.67 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 9,993 | -1.10 | 1,340 | 2.92 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 42,404 | 1.82 | 5,653 | 5.25 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 4,306 | 574 | ||||||
2025-08-14 | 13F | Navigoe, LLC | 90 | 0 | ||||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 2,680 | 541.15 | 357 | 573.58 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 73,197 | 2.78 | 9,758 | 6.25 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 15,745 | 10,988.03 | 2,099 | 11,561.11 | ||||
2025-08-12 | 13F | Zacks Investment Management | 2,682 | -2.86 | 358 | 0.28 | ||||
2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 32,200 | -74.70 | 4,293 | -73.85 | ||||
2025-08-13 | 13F | Quest Investment Management Llc | 60,951 | 2.53 | 8,125 | 5.99 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 23,724 | 10.15 | 3,163 | 13.86 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 10,854 | 131.33 | 1,447 | 139.01 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 5,967 | -1.00 | 795 | 3.52 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 12,313 | 2.51 | 2 | 0.00 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,125 | 1.53 | 283 | 4.81 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 108,737 | -11.08 | 14,496 | -8.08 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 3,015 | 0.03 | 402 | 3.35 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 2,014 | -26.76 | 268 | -24.29 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 14,201 | -1.59 | 1,893 | 1.72 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 2,395 | 46.75 | 319 | 51.90 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 25,638 | -24.80 | 3,418 | -22.27 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 6,297 | 2.17 | 840 | 5.67 | ||||
2025-07-29 | 13F | Ariston Services Group | 148,902 | 0.16 | 19,850 | 3.54 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 10,464 | -1.42 | 1,395 | 1.90 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 1,943 | 259 | ||||||
2025-05-02 | 13F | Napatree Capital Llc | 9,315 | 16.03 | 1,201 | 17.29 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1,936 | 0.05 | 258 | 3.61 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 274 | 36 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 60,642 | 7.33 | 8,084 | 10.95 | ||||
2025-08-18 | 13F | V2 Financial group LLC | 6,200 | 93.75 | 827 | 100.49 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 3,108 | -4.60 | 414 | -1.43 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 1,757 | 0.00 | 234 | 3.54 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2,817 | 0.00 | 376 | 3.31 | ||||
2025-05-23 | 13F | Twin Lakes Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 12,007 | -4.78 | 1,601 | -1.60 | ||||
2025-08-13 | 13F | Keystone Financial Group | 15,978 | 1.75 | 2,130 | 5.24 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1,769 | 0.00 | 236 | 3.07 | ||||
2025-07-25 | 13F | Cwm, Llc | 64,211 | -0.96 | 9 | 0.00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8,183 | 17.05 | 1,101 | 22.49 | ||||
2025-07-11 | 13F | LongView Wealth Management | 7,215 | 10.73 | 962 | 14.40 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 276 | 0.00 | 0 | |||||
2025-08-04 | 13F | Ledyard National Bank | 3,643 | -1.75 | 486 | 1.46 | ||||
2025-07-18 | 13F | Vicus Capital | 17,319 | 8.49 | 2,309 | 12.15 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 63,055 | 1.93 | 8,406 | 5.35 | ||||
2025-08-08 | 13F | Creative Planning | 3,603,154 | -0.46 | 480,336 | 2.90 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 2,512 | 0.00 | 335 | 5.70 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 2,701 | -6.93 | 360 | -3.74 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 30,155 | 1.33 | 4,020 | 4.74 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 1,760 | 235 | ||||||
2025-07-24 | 13F | Eastern Bank | 2,414 | 13.98 | 322 | 17.58 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5,848 | 0.10 | 780 | 3.45 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 256,112 | 8.75 | 34,142 | 12.42 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 10,407 | 0.00 | 1,387 | 3.35 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 6,182 | 0.00 | 797 | 0.00 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 10,932 | 6.38 | 1,457 | 9.96 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 92,078 | 6.78 | 12,275 | 10.38 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Strategic Wealth Designers | 103 | -96.16 | 14 | -96.20 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 46,237 | 4.47 | 6,164 | 7.99 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 183 | 0.00 | 0 | |||||
2025-08-12 | 13F | Weik Capital Management | 1,975 | 0.00 | 263 | 3.54 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 67,989 | 3.00 | 9,064 | 6.47 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 177 | 0.00 | 24 | 4.55 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 105,789 | 1.33 | 14,103 | 4.74 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 29,541 | 3.05 | 3,938 | 6.55 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 13,225 | -0.12 | 1,763 | 3.28 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 1,829 | 0.00 | 0 | |||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 3,383 | 0.00 | 451 | 3.21 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 60,572 | 0.45 | 8,075 | 3.83 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 981 | 4,165.22 | 131 | 6,400.00 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 3,000 | 400 | ||||||
2025-07-23 | 13F | Columbus Macro, LLC | 10,805 | 0.00 | 1,440 | 3.37 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 22,674 | -10.28 | 3,023 | -7.27 | ||||
2025-07-23 | 13F | Sachetta, LLC | 1,144 | 1.33 | 152 | 4.83 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 4,110 | 0.00 | 548 | 3.21 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 3,800 | -76.08 | 507 | -75.29 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 24,694 | 0.36 | 3,292 | 3.72 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 6,377 | 20.21 | 850 | 24.27 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 27,808 | 13.33 | 3,707 | 17.16 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 5,376 | 0.47 | 717 | 3.77 | ||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 29,383 | -32.59 | 3,955 | -29.64 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 200 | 0.00 | 27 | 4.00 | ||||
2025-04-30 | 13F | 49 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Bowman & Co S.C. | 23,254 | -1.46 | 3,101 | 1.87 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 2,638 | -46.31 | 352 | -44.55 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 858,293 | -3.75 | 114,419 | -0.50 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 7,902 | -13.28 | 1,053 | -10.38 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 15,145 | 3.15 | 2,019 | 6.60 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 192,665 | 4.89 | 25,684 | 8.43 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10,066 | -5.94 | 1,342 | -2.83 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 5,891 | 11.59 | 781 | 15.90 | ||||
2025-07-23 | 13F | New England Professional Planning Group Inc. | 2,903 | 0.00 | 387 | 3.21 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 41,462 | -4.29 | 5,527 | -1.06 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 17,170 | 0.00 | 2,289 | 3.34 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 18,949 | -0.19 | 2,526 | 3.19 | ||||
2025-07-29 | 13F | Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-12 | 13F | Archer Investment Corp | 8,741 | 0.00 | 1,165 | 3.37 | ||||
2025-08-08 | 13F | Arvest Bank Trust Division | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 17,248 | 5.16 | 2,299 | 8.70 | ||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 9,272 | 0.00 | 1,236 | 3.43 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 24,314 | 226.41 | 3,241 | 237.60 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 8,254 | 32.34 | 1,100 | 36.82 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13,399 | 42.77 | 1,786 | 47.60 | ||||
2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 2,871 | 0.60 | 383 | 3.80 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 1,880 | -0.53 | 251 | 2.88 | ||||
2025-07-31 | 13F | GenTrust, LLC | 3,716 | 0.00 | 495 | 3.34 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 644,693 | 0.74 | 85,944 | 4.14 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 40 | 3,900.00 | 5 | 0.00 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 509 | 0.00 | 68 | 3.08 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1,200 | 0.00 | 160 | 3.25 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 35,708 | -4.85 | 4,861 | 0.43 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 31,472 | -24.72 | 4,195 | -22.19 | ||||
2025-08-18 | 13F | Brick & Kyle, Associates | 2,191 | 0 | ||||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 170,427 | 5.54 | 22,720 | 9.11 | ||||
2025-07-30 | 13F | Southern Farm Bureau Life Insurance | 200,033 | 0.00 | 27 | 4.00 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 60 | 0.00 | 8 | 0.00 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 21,928 | 0.47 | 2,923 | 3.87 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 1,750 | -18.11 | 233 | -15.27 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 48,489 | -14.01 | 6,464 | -11.11 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 2,270 | 0.00 | 303 | 3.42 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4,441 | 0.18 | 1 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 10,735 | -60.06 | 1,431 | -58.27 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 917 | 0.11 | 122 | 3.39 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 17,887 | 3.15 | 2,385 | 6.62 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 154,315 | 1.87 | 21 | 5.26 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 7,153 | 0.08 | 954 | 3.47 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 84 | 0.00 | 11 | 10.00 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 2,373 | 3.49 | 316 | 7.12 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 26 | 0.00 | 3 | 0.00 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,189 | 162 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 26,772 | 14.61 | 3,569 | 18.46 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 13,321 | 0.71 | 1,776 | 4.11 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 6,055 | 19.90 | 807 | 23.96 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1,928 | 4.10 | 257 | 7.98 | ||||
2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 9,887 | 1.23 | 1,318 | 4.61 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 2,152 | 287 | ||||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3,039 | -67.34 | 405 | -66.22 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 16,424 | 5.66 | 2,189 | 9.23 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 447 | 0.00 | 60 | 3.51 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 3,525 | 0.28 | 470 | 3.53 | ||||
2025-08-14 | 13F | Constant Guidance Financial LLC | 5,069 | 107.41 | 860 | 173.02 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 42,356 | -0.06 | 5,646 | 3.31 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 10,386 | -0.77 | 1,385 | 2.59 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 41,610 | 4.42 | 5,547 | 7.94 | ||||
2025-08-08 | 13F | Hudock, Inc. | 2,116 | 0.24 | 282 | 3.68 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2,825 | 0.68 | 377 | 4.16 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 566 | 0.00 | 75 | 4.17 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 4,649 | -5.10 | 1 | |||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 3,404 | 0.59 | 454 | 3.90 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 138,867 | -3.86 | 18,748 | 0.64 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 3,519 | 245.68 | 469 | 258.02 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 3,407 | 0.00 | 454 | 3.42 | ||||
2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 17,598 | -0.07 | 2 | 0.00 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 3,123 | 0.68 | 416 | 4.00 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 19,415 | 5.83 | 2,588 | 9.43 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 5,937 | -15.27 | 791 | -12.40 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 148,637 | 2.09 | 19,815 | 5.53 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 16,682 | 1.37 | 2,224 | 4.76 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2,435 | -85.09 | 325 | -84.62 | ||||
2025-08-01 | 13F | First National Trust Co | 154,338 | -1.12 | 20,575 | 2.22 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 81,264 | -0.60 | 10,833 | 2.75 | ||||
2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 2,197 | 0.00 | 293 | 3.18 | ||||
2025-07-15 | 13F | Gunma Bank,Ltd. | 46,906 | 4.24 | 6 | 20.00 | ||||
2025-08-14 | 13F | Wimmer Associates 1, Llc | 8,678 | -3.15 | 1,157 | 0.52 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 3,435 | 0.00 | 458 | 3.39 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 11,607 | -1.17 | 1,547 | 2.18 | ||||
2025-07-11 | 13F | Mitchell & Pahl Private Wealth, Llc | 3,256 | 0.00 | 434 | 3.58 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 32,324 | 12.77 | 4,309 | 16.59 | ||||
2025-07-31 | 13F | Prudent Man Advisors, LLC | 20,065 | 0.40 | 2,675 | 3.76 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 12,182 | 1.32 | 1,624 | 4.71 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 89,678 | 10.99 | 12 | 10.00 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 636 | 0.00 | 85 | 2.44 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 12,466 | 382.99 | 1,662 | 400.30 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 73,959 | 1.54 | 9,859 | 4.96 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 291,113 | 1.13 | 38,808 | 4.54 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1,840 | 0.00 | 245 | 3.38 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 1,700 | 0.00 | 227 | 3.20 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 8,676 | 1,157 | ||||||
2025-08-04 | 13F/A | 626 Financial, LLC | 1,686 | 0.00 | 225 | 3.23 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 2,550 | -1.77 | 340 | 1.50 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,479 | 0.00 | 197 | 3.68 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 6,028 | 45.46 | 804 | 50.37 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 28,276 | 2.20 | 3,770 | 5.66 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 7,213 | -5.22 | 962 | -2.04 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 1,592 | 0.00 | 212 | 3.41 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 2,954 | 394 | ||||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 31,503 | 4.93 | 4,200 | 8.47 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 20,273 | -3.18 | 2,703 | 0.07 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 119,932 | -0.29 | 15,988 | 3.08 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 3,938 | -1.87 | 525 | 1.35 | ||||
2025-08-05 | 13F | Snider Financial Group | 14,271 | 0.07 | 1,902 | 3.43 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 4,579 | 173.54 | 610 | 183.72 | ||||
2025-08-12 | 13F | Ade, Llc | 4,604 | -1.14 | 614 | 2.17 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 65,672 | -11.82 | 8,755 | -8.85 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 6,506 | -2.08 | 867 | 1.29 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 5,663 | 187.90 | 755 | 198.42 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 8,451 | 1,147 | ||||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 1,860 | 1.36 | 248 | 5.08 | ||||
2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 12,905 | 274.06 | 1,720 | 287.39 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 7,845 | -4.56 | 1,046 | -1.42 | ||||
2025-08-01 | 13F | Reliant Investment Partners, LLC | 3,713 | 0.05 | 495 | 3.35 | ||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 3,414 | 4.40 | 0 | |||||
2025-07-14 | 13F | Pacifica Partners Inc. | 677 | 0.00 | 90 | 5.95 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 7,065 | 0.00 | 911 | 0.00 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 30,155 | 1.10 | 4,020 | 4.50 | ||||
2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 65,114 | -5.55 | 9 | 0.00 | ||||
2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 2,200 | 0.00 | 293 | 3.53 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2,932 | 0.00 | 391 | 3.17 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 9,542 | 0.21 | 1,272 | 3.58 | ||||
2025-05-16 | 13F | Meiji Yasuda Life Insurance Co | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Legacy Financial Group LLC | 1,943 | -3.33 | 259 | -0.39 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 4,927 | -35.05 | 1 | |||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 12,101 | 0.50 | 1,613 | 3.93 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 17,123 | 1.89 | 2,283 | 5.31 | ||||
2025-07-17 | 13F | Sterling Wealth Advisors Inc | 1,892 | 0.00 | 255 | 4.94 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 87,329 | 6.53 | 11,642 | 10.12 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 194,289 | 11.94 | 25,901 | 15.72 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 18,568 | 42.70 | 2,475 | 47.50 | ||||
2025-04-11 | 13F | Piscataqua Savings Bank | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 1,829 | 10.51 | 244 | 14.08 | ||||
2025-08-06 | 13F | North Capital, Inc. | 1,436 | 0.42 | 191 | 3.80 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,755 | 0.92 | 234 | 4.02 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 1,924 | 1.05 | 257 | 4.49 | ||||
2025-07-15 | 13F | Graypoint LLC | 20,417 | -6.17 | 2,722 | -3.03 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 7,049 | 0.00 | 940 | 3.30 | ||||
2025-07-29 | 13F | Ballast, Inc. | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 31,408 | -0.80 | 4,187 | 2.55 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 37,016 | 4.38 | 4,935 | 7.89 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2,716 | -2.44 | 362 | 0.84 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 11,345 | 0.11 | 1,512 | 3.49 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 12,098 | 0.25 | 1,613 | 3.60 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 6,329 | 0.00 | 844 | 3.31 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 2,713 | 0.00 | 362 | 3.44 | ||||
2025-08-15 | 13F | Hayek Kallen Investment Management | 19,299 | 0.10 | 3 | 0.00 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 4,444 | 1.25 | 592 | 4.59 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 536 | 0.00 | 71 | 2.90 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 100 | 0.00 | 13 | 8.33 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 16,700 | -3.47 | 2,226 | 0.91 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2,558 | 11.07 | 341 | 15.20 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 14,503 | 0.12 | 1,933 | 6.56 | ||||
2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Old National Bancorp /in/ | 239,739 | 32.68 | 31,960 | 37.15 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 9,585 | 35.46 | 1,278 | 40.02 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27,782 | 4.75 | 3,704 | 8.27 | ||||
2025-07-15 | 13F | Tepp RIA, LLC | 125,823 | 0.08 | 16,774 | 3.45 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 15,046 | 49.88 | 2,006 | 54.95 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 314,722 | 6.06 | 41,956 | 9.64 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 8,798 | 0.00 | 1,173 | 3.35 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 10,338 | 163.66 | 1,378 | 172.87 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 810,168 | -0.84 | 108,003 | 2.50 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 9,129 | -0.07 | 1,217 | 3.40 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 6,458 | 0.00 | 861 | 3.37 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 415 | 280.73 | 55 | 292.86 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 35,448 | -1.57 | 4,726 | 1.74 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 32,973 | -0.29 | 4,396 | 3.07 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 4,181 | 0.02 | 557 | 3.34 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 190 | 0.00 | 25 | 4.17 | ||||
2025-08-11 | 13F | Tidemark, LLC | 831 | 0.00 | 111 | 2.80 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 3,301 | 0.06 | 440 | 3.53 | ||||
2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 3,200 | 0.00 | 427 | 3.40 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,484 | 13.75 | 598 | 17.52 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 39,245 | -10.35 | 5,232 | -7.33 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 88,074 | 1.79 | 12 | 0.00 | ||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 33,713 | -0.44 | 4,494 | 2.93 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 73,959 | -2.43 | 9,860 | 0.86 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 55,412 | -2.53 | 7,387 | 0.75 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4,739 | 0.25 | 632 | 3.61 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1,441 | 5.18 | 192 | 9.09 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 11,038 | -5.99 | 1,472 | -2.84 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 53,583 | -4.52 | 7,143 | -1.30 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7,687 | 13.93 | 1,025 | 17.70 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 73,512 | 1.32 | 9,800 | 4.73 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 22 | 0.00 | 3 | 0.00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,661 | -0.95 | 488 | 2.52 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 1,200 | 160 | ||||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 4,048 | 0.57 | 540 | 4.05 | ||||
2025-08-13 | 13F | Elgethun Capital Management | 3,700 | 0.00 | 493 | 3.35 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 3,073 | 0.00 | 410 | 3.28 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 2,075 | 0.00 | 0 | |||||
2025-09-05 | 13F | Ghe, Llc | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Legacy Private Trust Co. | 3,016 | -8.63 | 402 | -5.41 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 1,530 | 204 | ||||||
2025-08-14 | 13F | Synovus Financial Corp | 48,913 | 7.47 | 6,521 | 11.11 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5,083 | 0.00 | 678 | 3.36 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 2,787,908 | 0.57 | 64,031 | 4.64 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 43,110 | 18.70 | 5,559 | 19.99 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 21,064 | 5.12 | 2,808 | 8.67 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 3,377 | 186.19 | 450 | 196.05 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 46,450 | 19.19 | 5,990 | 16.13 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 6,635 | 7.22 | 894 | 19.54 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 1,900 | 0.00 | 253 | 3.27 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 459,022 | 92.79 | 61,193 | 99.30 | ||||
2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 4,842 | 37.83 | 646 | 42.38 | ||||
2025-08-13 | 13F | RIA Advisory Group LLC | 2,097 | 0.29 | 279 | 3.72 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 4,541 | 0.00 | 605 | 3.42 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2,143,196 | 13.84 | 284,069 | 18.26 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 1,661 | -9.48 | 221 | -6.36 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5,633 | 112.17 | 751 | 119.30 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8,329 | -2.97 | 1,110 | 0.36 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 2,562 | -3.61 | 340 | 0.29 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 2,163 | -2.57 | 0 | |||||
2025-08-28 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 208,788 | -10.50 | 27,834 | -7.48 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 10,323 | 0.00 | 1,376 | 3.38 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 2,891 | -9.40 | 385 | -6.33 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 922 | -19.97 | 124 | -12.14 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 886 | 0.57 | 118 | 4.42 | ||||
2025-07-08 | 13F | GK Wealth Management LLC | 1,672 | 0.18 | 223 | 3.26 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2,802 | -1.51 | 374 | 1.91 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 21,353 | 11.36 | 2,847 | 15.13 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 597 | 0.17 | 80 | 3.95 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 18,883 | 2.07 | 2,517 | 5.53 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 2,342 | 17.69 | 312 | 21.88 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2,731 | -7.95 | 364 | -4.71 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 4,332 | 8.22 | 577 | 11.82 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 2,662 | -1.84 | 360 | 6.19 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 1,565 | -3.10 | 209 | 0.00 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 556 | 0.00 | 74 | 4.23 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 10,199 | 1.62 | 1,360 | 5.02 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Intellectus Partners, LLC | 21,350 | 0.00 | 2,846 | 3.38 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 402 | 52 | ||||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3,297 | 0.49 | 440 | 3.78 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 2,092 | 0.05 | 279 | 3.35 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1,554 | 200 | ||||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 328,449 | 2.12 | 43,786 | 5.57 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 301,244 | 1.05 | 40,159 | 4.46 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 17,299 | 21.37 | 2,306 | 25.46 | ||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 25,203 | 3.83 | 3,360 | 7.32 | ||||
2025-08-06 | 13F | Eukles Asset Management | 19,147 | -0.69 | 2,553 | 2.65 | ||||
2025-07-15 | 13F | Norden Group Llc | 3,496 | -11.81 | 466 | -8.81 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 835 | -2.34 | 111 | 0.91 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 2,240 | -71.45 | 299 | -70.52 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 1,820 | -3.50 | 243 | -0.41 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 9,317 | 0.00 | 1,242 | 3.41 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 12,263 | -4.71 | 1,635 | -1.51 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 22,687 | 6.59 | 3,024 | 10.20 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 73,990 | 81.34 | 9,864 | 87.47 | ||||
2025-08-12 | 13F | LPL Financial LLC | 6,165,984 | 7.04 | 821,987 | 10.65 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 69,405 | 0.60 | 9 | 12.50 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 4,730 | 0.00 | 631 | 3.45 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 2,848 | 0.00 | 380 | 3.27 | ||||
2025-07-10 | 13F | Clare Market Investments LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 20,595 | 0.88 | 2,746 | 4.29 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 86,061 | 10.53 | 11,473 | 14.26 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 13,769 | 0.00 | 1,836 | 3.38 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,646 | 68.95 | 486 | 74.82 | ||||
2025-07-07 | 13F | RDA Financial Network | 61,129 | 0.16 | 8,149 | 3.55 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 20,048 | 0.02 | 2,673 | 3.41 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 112,479 | 6.35 | 14,995 | 9.94 | ||||
2025-08-11 | 13F | Citigroup Inc | 76,948 | -9.32 | 10,258 | -6.27 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5,652 | -3.80 | 753 | -0.53 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 44,275 | 2.09 | 5,902 | 5.54 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 119 | 0.85 | 16 | 0.00 | ||||
2025-08-14 | 13F | New England Asset Management Inc | 246,580 | -0.99 | 32,872 | 2.35 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 532 | -5.34 | 71 | -2.78 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 3,426 | 24.27 | 457 | 28.45 | ||||
2025-07-24 | 13F | PayPay Securities Corp | 98 | -2.00 | 13 | 8.33 | ||||
2025-07-24 | 13F | Fulcrum Capital LLC | 10,765 | 0.00 | 1,435 | 3.39 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 261,397 | 2.36 | 34,847 | 5.82 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 6,107 | -18.40 | 814 | -15.65 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 17,686 | 2.83 | 2,416 | 13.00 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 3,263 | -11.88 | 435 | -9.01 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 268,260 | 2.09 | 35,762 | 5.53 | ||||
2025-07-02 | 13F | InvesTrust | 14,685 | -0.66 | 1,958 | 2.68 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 26,790 | 12.41 | 3,571 | 16.47 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 33,495 | -21.36 | 4,465 | -18.71 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 42,932 | -2.38 | 5,723 | 0.92 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 20,762 | -0.48 | 2,768 | 2.86 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 1,570 | -27.85 | 209 | -25.36 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 29,671 | 27.35 | 3,955 | 31.66 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 36,973 | 0.36 | 4,988 | 17.95 | ||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 1,869 | 0.00 | 249 | 3.32 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,777 | 15.37 | 370 | 19.35 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 4,900 | -1.41 | 653 | 2.03 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 50,788 | -4.76 | 6,771 | -1.56 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72,147 | 0.98 | 9,618 | 4.39 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Howard Capital Management Inc. | 1,132,957 | 8.50 | 151,034 | 12.16 | ||||
2025-08-12 | 13F | Pfc Capital Group, Inc. | 2,039 | -0.63 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 37,169 | -13.78 | 4,955 | -10.87 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 79,633 | -1.12 | 10,616 | 2.21 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 2,904 | 0.00 | 387 | 3.48 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 38,423 | 5.11 | 5,122 | 8.66 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 46,363 | -2.72 | 6,181 | 4.50 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 11,524 | 67.57 | 1,536 | 73.36 | ||||
2025-07-17 | 13F | Greenleaf Trust | 3,200 | 0.00 | 427 | 3.40 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 3,075 | 0.00 | 410 | 3.28 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 3,508 | 0.57 | 468 | 4.01 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | SWAN Capital LLC | 45,377 | -48.52 | 6,049 | -46.78 | ||||
2025-07-11 | 13F | Diversified Trust Co | 19,340 | 17.38 | 2,578 | 21.37 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 2,822 | 3.64 | 376 | 7.12 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 489,308 | -1.97 | 66,453 | 3.24 | ||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 7,490 | 15.66 | 998 | 19.52 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 25,659 | -15.94 | 3,421 | -13.11 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 4,513 | 13.36 | 602 | 17.15 | ||||
2025-08-08 | 13F | Horrell Capital Management, Inc. | 185 | 0.00 | 25 | 4.35 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 6,691 | 0.28 | 892 | 3.60 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 2,619 | 0.00 | 349 | 3.56 | ||||
2025-08-08 | 13F | Allianz Se | 560 | 0.00 | 75 | 2.78 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 577 | 0.70 | 68 | -1.45 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 350 | -9.33 | 47 | -6.12 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 781 | -29.13 | 104 | -25.71 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 3,300 | -17.29 | 440 | -14.59 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 432 | 0.00 | 58 | 3.64 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 23,600 | -54.62 | 3,146 | -53.08 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 3,036 | -3.37 | 405 | -0.25 | ||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 3,491 | 4.49 | 450 | 5.63 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 16,914 | -4.09 | 2,255 | -0.88 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 194 | 0.52 | 0 | |||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 558 | 0.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | one8zero8, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 50,467 | 334.76 | 6,728 | 350.57 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-08 | 13F | Avenue 1 Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 49,890 | 11.29 | 6,651 | 15.05 | ||||
2025-08-14 | 13F | Hara Capital LLC | 1,276 | -4.49 | 170 | -1.16 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 18,852 | 0.27 | 2,513 | 3.67 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,589 | -14.06 | 212 | -11.34 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 8,947 | -17.13 | 1,154 | -16.27 | ||||
2025-08-18 | 13F | Finward Bancorp | 9,353 | -2.30 | 1,247 | 0.97 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 30,116 | -47.70 | 4,015 | -45.95 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 54,427 | -1.07 | 7,256 | 2.27 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 55,244 | 3.88 | 7,452 | 19.75 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 24,348 | -0.98 | 3,140 | 0.06 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 3,600 | 0.00 | 480 | 3.23 | ||||
2025-05-29 | NP | IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y | 12,628 | -8.33 | 1,629 | -7.34 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 18,802 | -0.67 | 2,507 | 2.66 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 7,125 | 0.59 | 950 | 3.94 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 2,003 | -0.40 | 267 | 2.70 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 7,000 | -5.28 | 933 | -2.10 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 114,235 | -12.82 | 15,229 | -9.88 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 3,444 | 0.00 | 459 | 3.38 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 13,121 | -0.32 | 1,749 | 7.37 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 4,297 | 1.56 | 573 | 4.95 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 1 | 0.00 | 0 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,311 | 101.40 | 441 | 108.02 | ||||
2025-07-25 | 13F | Sather Financial Group Inc | 1,659 | 0.00 | 221 | 3.76 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 7,335 | -8.07 | 946 | -7.17 | ||||
2025-05-07 | 13F | Financially Speaking Inc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | LVW Advisors, LLC | 9,200 | -24.47 | 1,226 | -21.91 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 149,558 | 29.28 | 19,938 | 33.64 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1,936 | 0.05 | 258 | 3.61 | ||||
2025-05-01 | 13F | Stillwater Wealth Management Group | 3,478 | 449 | ||||||
2025-08-12 | 13F | Guerra Advisors Inc | 45,183 | 6,023 | ||||||
2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Cooper Financial Group | 1,917 | 10.68 | 255 | 14.35 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10,647 | 1,419 | ||||||
2025-07-15 | 13F | Unified Investment Management | 1,716 | 0.00 | 229 | 3.17 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 42,471 | 13.35 | 5,662 | 17.18 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 230 | 0.00 | 31 | 3.45 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Aqr Capital Management Llc | 42,440 | 48.30 | 5,658 | 53.31 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Weaver Consulting Group | 17,071 | 0.71 | 2,276 | 4.12 | ||||
2025-08-14 | 13F | Graney & King, LLC | 414 | -8.20 | 55 | -5.17 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 12,160 | -39.42 | 1,621 | -37.36 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 7,565 | 1.60 | 1,008 | 5.00 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 4,740 | 0.00 | 1 | |||||
2025-07-09 | 13F | Fragasso Group Inc. | 6,291 | 11.07 | 839 | 14.79 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 94,985 | 1.40 | 12,664 | 4.81 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 3,068 | -6.12 | 409 | -2.85 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 150 | 0.00 | 20 | 0.00 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 157,149 | -1.34 | 20,950 | 1.99 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 1,501 | 200 | ||||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 1,994 | 266 | ||||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 1,908 | 0.00 | 254 | 3.25 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 31,733 | -4.79 | 4,230 | -1.58 | ||||
2025-08-13 | 13F | Alerus Financial Na | 1,467 | 196 | ||||||
2025-05-02 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 13,445 | 1.67 | 1,792 | 5.10 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 3,455 | 0.00 | 461 | 3.37 | ||||
2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 1,132,957 | 8.50 | 151,034 | 12.16 | ||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 173,799 | 0.28 | 23,169 | 3.66 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3,334 | -19.93 | 444 | -17.16 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3,561 | 2.89 | 475 | 6.28 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 211,438 | 0.02 | 28,187 | 8.69 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 13,050 | -5.97 | 1,740 | -2.79 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1,967 | 0.41 | 262 | 3.97 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 49,204 | -1.27 | 6,559 | 2.05 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 1,841 | -2.18 | 245 | 1.24 | ||||
2025-07-21 | 13F | Jackson Wealth Management, LLC | 21,757 | 1.27 | 2,900 | 4.66 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 33,406 | 3.75 | 4,453 | 7.25 | ||||
2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1,557 | 208 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 128,098 | 22.56 | 17,077 | 26.69 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 52,188 | -49.15 | 7 | -46.15 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 4,754 | 40.32 | 634 | 45.18 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 179,271 | -0.89 | 23,899 | 2.45 | ||||
2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 1,956 | 0.62 | 261 | 4.00 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 1,045 | 139 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 1,809,762 | 11.52 | 241,259 | 15.29 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 16,323 | 29.48 | 2,176 | 33.91 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 10,576 | 2.31 | 1,410 | 5.78 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 307,100 | -1.10 | 40,940 | 2.24 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 81,000 | -25.82 | 10,798 | -23.32 | |||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3,751 | 0.00 | 484 | 1.05 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 2,986 | 2.23 | 398 | 5.85 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 4,053 | 0.60 | 540 | 4.05 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 104,169 | 14,530.48 | 13,887 | 15,159.34 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 2,119 | 0.00 | 282 | 3.30 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 9,265 | 0.22 | 1,235 | 3.61 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 9,296 | -10.24 | 1,239 | -7.19 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 2,918 | 0.00 | 389 | 3.19 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 2,137 | 285 | ||||||
2025-07-07 | 13F | Investors Research Corp | 55,271 | 5.68 | 7,368 | 9.25 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 1,665 | -3.42 | 222 | -0.45 | ||||
2025-07-28 | 13F | RMR Capital Management, LLC | 2,082 | -19.18 | 278 | -16.57 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 322,077 | -2.28 | 42,936 | 1.02 | ||||
2025-07-18 | 13F | Truist Financial Corp | 930,504 | -2.85 | 124,046 | 0.42 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 17,147 | -0.64 | 2,286 | 2.70 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 61,794 | 6,890.27 | 8,238 | 7,125.44 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 86,982 | -1.60 | 11,596 | 1.72 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 4,486 | 0.00 | 598 | 3.46 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 21,191 | -0.71 | 2,825 | 2.62 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 124,090 | -38.40 | 17 | -36.00 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 2,612 | 348 | ||||||
2025-04-30 | 13F | Sofos Investments, Inc. | 319 | 39.30 | 41 | 51.85 | ||||
2025-05-16 | 13F | Stance Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 97,189 | 4.40 | 12,956 | 7.92 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 8,002 | 0.59 | 1,067 | 4.00 | ||||
2025-08-12 | 13F | Chaney Capital Management, Inc. | 45,683 | -4.21 | 6,090 | -0.98 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 167,307 | 22,304 | ||||||
2025-07-29 | 13F | Latitude Advisors, LLC | 2,140 | 0.00 | 285 | 3.64 | ||||
2025-07-23 | 13F | Seamount Financial Group Inc | 6,120 | 3.00 | 816 | 6.40 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 99,601 | 18.21 | 13,278 | 22.20 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 10,581 | 40.52 | 1,411 | 45.21 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 2,646 | 0.00 | 353 | 3.23 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 5,277 | 0.11 | 703 | 3.53 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 2,233 | -9.45 | 298 | -6.60 | ||||
2025-08-11 | 13F | Mindset Wealth Management, Llc | 1,873 | 0.00 | 250 | 3.32 | ||||
2025-07-29 | 13F | Regions Financial Corp | 205,316 | -0.56 | 27,371 | 2.79 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 364 | 0.00 | 49 | 4.35 | ||||
2025-08-14 | 13F | First Citizens Asset Management, Inc. | 3,756 | -17.10 | 501 | -14.38 | ||||
2025-07-31 | 13F | Ingalls & Snyder Llc | 2,960 | 0.00 | 0 | |||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 4,871 | 1.23 | 659 | 6.29 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 24,639 | 8,367.01 | 3,315 | 8,859.46 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 3,653 | 0.00 | 487 | 3.18 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 2,677 | 8.78 | 357 | 12.30 | ||||
2025-08-14 | 13F | Sentinus, LLC | 2,243 | 299 | ||||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 1,292 | 129,100.00 | 165 | |||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 29,079 | 0.50 | 3,877 | 3.89 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 7,110 | 0.13 | 948 | 3.50 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 4,909 | 0.00 | 654 | 3.32 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 3,612 | -2.03 | 482 | 1.26 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 21,479 | 9.36 | 2,863 | 14.25 | ||||
2025-07-22 | 13F | Ffg Retirement Advisors Llc | 47,033 | 6.96 | 6,270 | 10.56 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 23,194 | -0.12 | 3,092 | 3.24 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 5,885 | -0.30 | 785 | 3.02 | ||||
2025-08-14 | 13F | Dagco, Inc. | 206,019 | 6.38 | 27,464 | 9.97 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 30,727 | 5.68 | 4,096 | 9.26 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11,249 | -2.00 | 1,499 | 1.35 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 3,789 | 19.53 | 505 | 23.77 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 432 | 0.00 | 58 | 5.45 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 198,851 | 28.87 | 26,509 | 33.22 | ||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 45,665 | -0.12 | 6,088 | 3.26 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 4,912 | 0.00 | 655 | 3.32 | ||||
2025-07-17 | 13F | Scott & Selber, Inc. | 3,834 | -2.19 | 1 | |||||
2025-07-25 | 13F | PrairieView Partners, LLC | 191 | 8.52 | 0 | |||||
2025-08-13 | 13F | JT Stratford LLC | 10,279 | 0.42 | 1,370 | 3.79 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 543 | 0.00 | 72 | 2.86 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 2,540 | 0.00 | 339 | 3.36 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 27,097 | 0.08 | 3,612 | 3.47 | ||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 13,074 | 4.73 | 1,743 | 8.27 | ||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 128,337 | -8.89 | 15,381 | -5.84 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 38 | 0.00 | 5 | 25.00 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 115,155 | -9.11 | 15,351 | -6.04 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 71,089 | 2.74 | 9,477 | 6.21 | ||||
2025-08-14 | 13F | Mariner, LLC | 538,670 | 0.16 | 71,808 | 3.58 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 550 | 71 | ||||||
2025-07-29 | 13F | Northeast Investment Management | 4,004 | 0.00 | 534 | 3.29 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 4,412 | 13.74 | 588 | 17.60 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Lcnb Corp | 3,770 | -1.08 | 503 | 2.24 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 13,653 | 0.04 | 1,820 | 3.41 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2,878 | 0.10 | 384 | 3.51 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 428,700 | 6.51 | 57,150 | 10.10 | |||
2025-08-13 | 13F | Townsquare Capital Llc | 34,531 | -82.25 | 4,603 | -81.66 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 105,100 | 31.87 | 14,011 | 36.31 | |||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 67 | -64.74 | 9 | -66.67 | ||||
2025-07-15 | 13F | Bfsg, Llc | 4,688 | -1.57 | 625 | 1.63 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 4,329 | -3.82 | 577 | -0.52 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2,557 | 0.04 | 344 | 4.24 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 10,814 | -0.16 | 1,442 | 3.22 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 1,288 | -21.84 | 172 | -19.34 | ||||
2025-07-30 | 13F | CORDA Investment Management, LLC. | 34,442 | -3.53 | 4,592 | -0.28 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 7,491,066 | 2.45 | 998,634 | 5.90 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 1,608 | 0.00 | 214 | 3.38 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 380 | 0.00 | 51 | 2.04 | ||||
2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 74 | 4.23 | 10 | 0.00 | ||||
2025-05-09 | 13F | Barings Llc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | AF Advisors, Inc. | 78,863 | 10,513 | ||||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 73,150 | -2.58 | 9,752 | 0.70 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 894,315 | 0.43 | 119 | 4.39 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 51,230 | 4.57 | 6,830 | 8.11 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7,671 | 0.29 | 1,023 | 3.65 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 15,875 | 0.00 | 2,116 | 3.37 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 26,892 | -1.22 | 3,585 | 2.11 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2,601 | 10.40 | 347 | 14.19 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 4,741 | 15.63 | 632 | 19.70 | ||||
2025-07-15 | 13F | Home Federal Bank Of Tennessee | 1,838 | 0.00 | 245 | 3.38 | ||||
2025-07-16 | 13F | Old Port Advisors | 22,241 | -3.58 | 2,965 | -0.34 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 29,499 | 699.43 | 3,933 | 727.79 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 4,310 | 0.00 | 575 | 3.42 | ||||
2025-07-29 | 13F | Tide Cove Capital Partners LLC | 60,165 | 1.85 | 8,190 | 7.51 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 3,410 | 6.50 | 458 | 15.08 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 198,122 | 0.07 | 26 | 4.00 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 385 | 0.00 | 51 | 4.08 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 108,552 | -4.04 | 14,471 | -0.80 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 8,273 | 21.22 | 1,103 | 32.61 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 3,498 | -5.94 | 466 | -2.71 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7,827 | 1,043 | ||||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,798 | -3.49 | 240 | -0.42 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Accredited Investors Inc. | 1,917 | 0.00 | 256 | 3.24 | ||||
2025-07-09 | 13F | Beacon Financial Group | 220,047 | -5.89 | 29,334 | -2.71 | ||||
2025-08-05 | 13F | Tsfg, Llc | 972 | 0.10 | 0 | |||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Guardian Financial Partners, LLC | 59,145 | 4.17 | 7,885 | 7.68 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 6,173 | 0.00 | 823 | 3.27 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 2,656 | -53.79 | 354 | -52.23 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 7,268 | -22.44 | 969 | -19.87 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 234 | 0.00 | 31 | 3.33 | ||||
2025-08-13 | 13F | Northern Trust Corp | 167,102 | 0.83 | 22,276 | 4.23 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 10,451 | 4.22 | 1,393 | 7.73 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 6,440 | 2.11 | 859 | 5.54 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 14,358 | 1,914 | ||||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 3,652 | 0.14 | 487 | 3.40 | ||||
2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 90 | -2.17 | 12 | 0.00 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 861 | 0.00 | 115 | 2.70 | ||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 1,897 | 0.00 | 253 | 3.28 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 102,117 | 0.51 | 13,613 | 3.91 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 2,669 | 0.00 | 356 | 3.20 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 7,964 | 1,099.40 | 1,053 | 1,137.65 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 390 | 52 | ||||||
2025-08-06 | 13F | Simmons Bank | 3,475 | 15.83 | 463 | 19.95 | ||||
2025-08-01 | 13F | Hikari Power Ltd | 2,430 | 0.00 | 0 | |||||
2025-08-13 | 13F | Miramar Capital, LLC | 8,676 | 7.50 | 1,157 | 11.15 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 1,829 | -29.84 | 244 | -27.68 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 18,452 | -1.09 | 2,460 | 2.25 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 25,375 | 0.48 | 3,424 | 12.04 | ||||
2025-07-15 | 13F | Hofer & Associates. Inc | 41,625 | 2.31 | 5,549 | 5.76 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 21,895 | 0.15 | 2,919 | 3.51 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,918 | 20.23 | 389 | 24.36 | ||||
2025-08-06 | 13F | Climber Capital SA | 33,793 | 0.00 | 4,313 | 23.05 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 170 | 0.00 | 23 | 4.76 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 142,410 | -2.34 | 18,985 | 0.96 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 44,458 | -34.90 | 5,927 | -32.70 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 6,005 | 0.00 | 801 | 3.36 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 75,792 | 0.77 | 10,104 | 4.17 | ||||
2025-07-28 | 13F | Td Asset Management Inc | 4,100 | 0.00 | 547 | 3.41 | ||||
2025-08-05 | 13F | KDT Advisors, LLC | 27,539 | 0.00 | 3,671 | 3.38 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 15,758 | 14.20 | 2 | 100.00 | ||||
2025-08-14 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | Abound Wealth Management | 11 | -57.69 | 1 | -66.67 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 187,611 | 1.40 | 25,010 | 4.82 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 104,360 | -1.19 | 14 | 0.00 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 17,918 | -12.82 | 2 | 0.00 | ||||
2025-08-14 | 13F | Destination Wealth Management | 4,698 | -6.40 | 626 | -3.25 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 23,446 | 2.56 | 3,126 | 6.00 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 2,784 | -2.42 | 371 | 1.09 | ||||
2025-08-04 | 13F | Hicks Capital Management Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 110,390 | -1.41 | 14,716 | 1.92 | ||||
2025-08-11 | 13F | Poehling Capital Management, LLC | 8,276 | 0.00 | 1,103 | 3.37 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 4,598 | 2.86 | 613 | 6.25 | ||||
2025-07-10 | 13F | Community Trust & Investment Co | 5,238 | -8.92 | 698 | -5.80 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 1 | -99.32 | 0 | -100.00 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 4,161 | -13.76 | 555 | -10.93 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1,530 | 204 | ||||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 3,677 | 0.00 | 490 | 3.38 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 260 | 35 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 11,320 | 45.58 | 1,522 | 51.74 | ||||
2025-05-05 | 13F | Arq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Trust Co | 31,703 | -7.89 | 4,226 | -4.76 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 12,664 | -13.54 | 1,688 | -10.59 | ||||
2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 405 | 32.79 | 54 | 35.90 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 10,603 | -2.44 | 1,413 | 0.86 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 1,080 | 424.27 | 144 | 450.00 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 3,391 | -2.86 | 452 | 0.44 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 9,351 | 4.20 | 1,247 | 7.69 | ||||
2025-08-11 | 13F | Capital Square, LLC | 1,560 | 0.13 | 211 | 5.00 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 49,576 | 2.57 | 6,609 | 6.03 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | Collective Family Office Llc | 17,352 | -0.79 | 2,313 | 2.57 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,871 | -2.01 | 932 | 10.43 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 10,265 | 4.21 | 1 | 0.00 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 350,620 | -0.74 | 46,741 | 2.61 | ||||
2025-08-14 | 13F/A | Barclays Plc | 248 | 0.00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 15,279 | 3.55 | 2,037 | 7.05 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 11,374 | 0.00 | 1,516 | 3.41 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 37,634 | -1.09 | 5,017 | 2.24 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 64,473 | -5.35 | 8,595 | -2.16 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 206,715 | 0.31 | 27,557 | 3.70 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 2,150 | -3.93 | 287 | -0.69 | ||||
2025-08-06 | 13F/A | Headland Capital, LLC | 1,506 | 201 | ||||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 44,587 | -0.00 | 5,944 | 3.36 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 3,302 | -2.05 | 440 | 1.38 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 17,568 | -24.92 | 2,342 | -22.37 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 25,524 | -0.45 | 3,403 | 2.90 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 1,907 | 0.00 | 254 | 3.67 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 10,325 | -6.70 | 1,376 | -3.57 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 10 | 0.00 | 0 | |||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 4,965 | -12.29 | 662 | -9.45 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 1,886 | -4.46 | 251 | -1.18 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 10,103 | -2.32 | 1,347 | 0.98 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 1,914 | 15.86 | 255 | 19.72 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,239 | -1.51 | 165 | 1.85 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 91,209 | -8.64 | 12,159 | -5.55 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 263 | 91.97 | 35 | 105.88 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 39,605 | 1.44 | 5,280 | 4.87 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 8,693 | 0.00 | 1,159 | 3.30 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 15,768 | 2,102 | ||||||
2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 117,403 | 0.00 | 15,140 | 0.00 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 13,613 | 1,804 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 61,233 | 59.02 | 8,163 | 64.41 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 7,359 | 0.00 | 981 | 3.37 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 3,946 | 1.57 | 526 | 12.63 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3,568 | -8.61 | 476 | -5.57 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 74,597 | 2.76 | 9,945 | 6.22 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 21,149 | -2.79 | 2,819 | 0.50 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 15 | 0.00 | 2 | 100.00 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 3,708 | 0.00 | 473 | -1.26 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Clarity Financial LLC | 13,110 | 7.33 | 1,748 | 10.92 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 25,769 | 2.71 | 3,435 | 6.18 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 16,572 | -5.13 | 2,209 | -1.91 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 3,628 | 22.61 | 484 | 26.77 | ||||
2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Moller Financial Services | 6,013 | -43.75 | 802 | -41.87 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2,312 | -27.04 | 308 | -24.51 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 9,445 | -3.77 | 1,259 | -0.47 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 463 | 0.00 | 62 | 3.39 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 3,326 | 0.00 | 448 | 4.44 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 351 | -1.96 | 47 | 0.00 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 181 | 24 | ||||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 969,159 | 2.32 | 129,199 | 5.78 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 87,502 | -4.20 | 11,665 | -0.98 | ||||
2025-07-29 | 13F | Creekside Partners | 13,885 | 3.20 | 1,851 | 6.63 | ||||
2025-08-14 | 13F | Tripletail Wealth Management, LLC | 1,930 | 261 | ||||||
2025-08-13 | 13F | Options Solutions, Llc | 25,129 | 8.73 | 3,350 | 12.42 | ||||
2025-08-14 | 13F | First Manhattan Co | 181,937 | 0.00 | 24,254 | 3.38 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 7,108 | 0.38 | 948 | 3.72 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 14,134 | -7.18 | 1,884 | -4.02 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 8,520 | 12.64 | 1,136 | 16.41 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 8,645 | 108.41 | 1,164 | 117.79 | ||||
2025-08-13 | 13F | Blue Fin Capital, Inc. | 3,593 | 0.00 | 479 | 4.37 | ||||
2025-07-29 | 13F | Commons Capital, Llc | 19,019 | -5.57 | 2,535 | -2.39 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 9,825 | 1,310 | ||||||
2025-07-09 | 13F | Westmount Partners, LLC | 2,831 | 0.53 | 377 | 3.86 | ||||
2025-08-12 | 13F | Country Trust Bank | 17 | 0.00 | 2 | 0.00 | ||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 46 | -6.12 | 6 | 0.00 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 6,107 | 0.00 | 814 | 3.43 | ||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 16,159 | 24.32 | 2,154 | 28.52 | ||||
2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 428 | 0.00 | 57 | 3.64 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 3,219 | -17.23 | 429 | -14.37 | ||||
2025-08-14 | 13F | Fmr Llc | 223,959 | 2.23 | 29,856 | 5.68 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 7,914 | 1,055 | ||||||
2025-08-13 | 13F | Philadelphia Trust Co | 1,765 | 0.00 | 0 | |||||
2025-08-26 | 13F | Claris Financial LLC | 10,099 | 0.23 | 1,346 | 4.75 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1,650 | -18.07 | 220 | -14.06 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 47,399 | 14.09 | 6,319 | 19.21 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 7,493 | 999 | ||||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 3,097 | 0.00 | 0 | |||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 5,671 | -1.05 | 756 | 2.30 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 7,769 | -17.99 | 1,036 | -15.23 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 5,758 | 0.00 | 768 | 3.37 | ||||
2025-07-15 | 13F | Clarus Group, Inc. | 1,575 | 0.00 | 210 | 2.96 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5,414 | 0.67 | 722 | 4.04 | ||||
2025-05-14 | 13F | Douglass Winthrop Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 1,393,012 | 8.23 | 185,702 | 11.88 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 86,463 | 12.27 | 11,526 | 16.06 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 7,778 | 0.00 | 1,037 | 3.29 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 7,085 | 0.65 | 945 | 4.08 | ||||
2025-08-11 | 13F | Mount Lucas Management LP | 19,969 | 2.42 | 2,662 | 5.89 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 1,783 | 0.00 | 238 | 3.49 | ||||
2025-08-14 | 13F | Cobler Capital Management, LLC | 950 | 271 | ||||||
2025-08-06 | 13F | Nvwm, Llc | 266 | 35 | ||||||
2025-05-07 | 13F | Motco | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 2,328 | -17.30 | 310 | -14.60 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 6,708 | 0.00 | 894 | 3.35 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 41,811 | -2.90 | 5,574 | 0.36 | ||||
2025-08-14 | 13F | Janus Henderson Group Plc | 16,046 | 0.07 | 2,139 | 4.60 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 79,130 | 14.68 | 10,549 | 18.54 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 12,291 | 0.00 | 1,639 | 3.34 | ||||
2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 24,024 | 938.20 | 3,203 | 974.50 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 10 | -96.36 | 1 | -97.14 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 2,415 | 2,315.00 | 322 | 3.22 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1,914 | 0.00 | 255 | 3.66 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,035 | -2.86 | 938 | 1.52 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 417 | 0.00 | 56 | 3.77 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-05-01 | 13F | Berkeley, Inc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | W Advisors, Llc | 12,231 | 16.09 | 1,631 | 20.03 | ||||
2025-04-29 | 13F | Hm Payson & Co | 9,630 | -3.70 | 1,242 | -2.67 | ||||
2025-04-11 | 13F | Davis Capital Management | 94 | 0.00 | 12 | 9.09 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 58,667 | 8.70 | 7,821 | 12.36 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 4,032 | 131.19 | 538 | 139.73 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 5,600 | 0.00 | 747 | 3.32 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 692,364 | 3.22 | 92,299 | 6.70 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 19,064 | 11.29 | 2,541 | 15.03 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 58,175 | 1.30 | 7,755 | 4.73 | ||||
2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3,426 | 3.60 | 462 | 13.83 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 12,794 | 1.57 | 1,706 | 4.99 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 393 | 0.26 | 52 | 4.00 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 437,601 | -0.21 | 58,337 | 3.16 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 7,317 | -0.11 | 975 | 3.28 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 15,301 | 25.85 | 2,040 | 30.12 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3,615 | 12.16 | 482 | 15.90 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 57,924 | -3.90 | 7,722 | -0.67 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 402 | -3.14 | ||||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 16,978 | -2.78 | 2,263 | 3.10 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 233 | 31 | ||||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 19,359 | -2.02 | 2,581 | 1.26 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2,404,545 | 0.37 | 320,550 | 3.76 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 22,158 | -7.30 | 2,954 | -4.19 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 13,743 | -4.28 | 1,832 | -1.03 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Smith, Salley & Associates | 8,450 | -1.13 | 1,127 | 2.18 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 52,285 | 0.71 | 6,970 | 4.11 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 27,043 | 0.17 | 3,605 | 3.56 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 75,194 | 5.45 | 10,024 | 9.02 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 229,488 | -3.11 | 30,593 | 0.16 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 33,790 | 2.74 | 4,505 | 9.35 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 502 | 0.00 | 0 | |||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 5,207 | -3.40 | 694 | -0.14 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 1,834 | 0.99 | 244 | 4.27 | ||||
2025-08-05 | 13F | Sumitomo Life Insurance Co | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 11,457 | 9.91 | 1,527 | 13.62 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 4,939 | 0.06 | 658 | 3.46 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 15,596 | -0.01 | 2,079 | 3.38 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 3,558 | 11.92 | 474 | 15.89 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 7,472 | 996 | ||||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 8,422 | -0.02 | 1,123 | 3.31 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 172,483 | 8.61 | 22,999 | 13.52 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,672 | -7.77 | 356 | -4.56 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 98,683 | 5.10 | 13,155 | 8.65 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 4,312 | -0.21 | 575 | 3.05 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 55,411 | -1.38 | 7,387 | 1.95 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 218,236 | -0.82 | 29,093 | 2.52 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 3,848 | 0.34 | 513 | 3.64 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 693 | 0.00 | 92 | 3.37 | ||||
2025-08-05 | 13F | Northcape Wealth Management, Llc | 11,680 | -5.67 | 1,557 | -2.44 | ||||
2025-08-13 | 13F | Prossimo Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 49,148 | 9.40 | 6,552 | 13.08 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 4,535 | 0.00 | 605 | 3.42 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 3,382 | 0.12 | 451 | 3.45 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 6,000 | 5.37 | 800 | 8.86 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 15,400 | 0.20 | 2,053 | 3.53 | ||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 14,456 | -6.83 | 2 | -50.00 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 70 | 0.00 | 9 | 0.00 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 7,445 | 0.00 | 992 | 3.33 | ||||
2025-07-31 | 13F | United Community Bank | 3,171 | 2.75 | 423 | 6.30 | ||||
2025-07-24 | 13F | MA Private Wealth | 1,687 | 0.00 | 225 | 3.23 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 49,646 | -3.13 | 6,618 | 0.15 | ||||
2025-07-31 | 13F | FSA Investment Group, LLC | 2,499 | 0.68 | 333 | 4.06 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 4,888 | 24.22 | 652 | 28.40 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 114 | 0.00 | 15 | 7.14 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 2,019 | 0.00 | 274 | 5.00 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 3,833 | -14.58 | 511 | -11.76 | ||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 4,461 | -3.46 | 595 | -0.17 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 18,587 | 6.03 | 2,478 | 9.60 | ||||
2025-04-15 | 13F | Visionary Horizons, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Cm Wealth Advisors Llc | 4,805 | 0.00 | 641 | 3.39 | ||||
2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1,080 | 1.12 | 139 | 10.32 | ||||
2025-07-22 | 13F | Chemung Canal Trust Co | 2,244 | 0.00 | 299 | 3.46 | ||||
2025-04-14 | 13F | Pillar Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 360 Financial, Inc. | 12,312 | -3.96 | 1,641 | -0.73 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 42,805 | 5.70 | 5,706 | 9.27 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 44,709 | -3.07 | 5,960 | 0.20 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 5,000 | -0.52 | 667 | 2.78 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 2,680 | 19.59 | 365 | 34.32 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 23,610 | 5.71 | 3,148 | 9.27 | ||||
2025-08-04 | 13F | Human Investing LLC | 250,700 | 1.14 | 33,428 | 4.57 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 26,618 | 11.70 | 3,548 | 15.61 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 15,603 | 11.01 | 2,080 | 14.79 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 1,570 | 0.00 | 209 | 3.47 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 3,113 | -23.33 | 415 | -20.84 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 18,205 | -1.55 | 2,427 | 1.76 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 10,807 | 0.00 | 1,441 | 3.37 | ||||
2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 2,081 | 0.39 | 279 | 4.49 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 7,975 | 4.54 | 1,063 | 8.14 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 1,750 | 0.00 | 233 | 3.56 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 51,452 | -0.93 | 6,859 | 2.42 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 3,643 | -26.60 | 484 | -18.10 | ||||
2025-08-12 | 13F | GDS Wealth Management | 1,853 | -7.16 | 247 | -3.89 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 27,941 | 9.61 | 3,725 | 13.29 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 40,850 | -0.65 | 5,446 | 2.70 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 7,003 | -0.40 | 1 | |||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,581 | -47.06 | 877 | -45.29 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 124,826 | 0.65 | 16,640 | 4.05 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 4,330 | -2.24 | 577 | 1.05 | ||||
2025-08-06 | 13F | Princeton Capital Management Llc | 1,730 | 0.00 | 231 | 3.14 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4,673,036 | 3.31 | 622,955 | 6.79 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 1,956 | 0.62 | 261 | 4.00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 495 | -14.21 | 63 | -14.86 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5,396 | -17.82 | 696 | -16.97 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 23,598 | 2.14 | 3 | 50.00 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 791,471 | 1.39 | 105,509 | 4.81 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 1,760 | 2.68 | 235 | 5.88 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 5,441 | 3.80 | 725 | 7.25 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 253,426 | 1.93 | 33,784 | 5.37 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 13,015 | 0.00 | 1,735 | 3.40 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 3,765 | 0.00 | 502 | 3.30 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 162,038 | 1.79 | 21,601 | 5.23 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 105 | 0.00 | 14 | 0.00 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,466,280 | -0.97 | 329 | 2.18 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 1,635 | 25.77 | 218 | 29.94 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 360 | 0.84 | 48 | 2.17 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 3,170 | -0.22 | 423 | 3.18 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 3,282 | -4.98 | 437 | -1.80 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 609 | -39.58 | 79 | -39.06 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 7,780 | 70.20 | 1,037 | 76.06 | ||||
2025-08-07 | 13F | Mayport, Llc | 8,998 | 0.03 | 1,200 | 3.45 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 18,022 | -1.05 | 2,402 | 2.30 | ||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 20,512 | 0.00 | 2,718 | 3.90 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 2,061 | -1.15 | 275 | 2.24 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 91,217 | 0.85 | 12,160 | 4.25 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 65,490 | 7.19 | 8,730 | 10.80 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 13,600 | 10.59 | 1,813 | 14.32 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 2,054 | 0.98 | 274 | 4.20 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,851 | 0.00 | 247 | 3.36 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 25,733 | 4.93 | 3,430 | 8.48 | ||||
2025-08-05 | 13F | Meridian Management Co | 4,855 | 0.00 | 651 | 3.99 | ||||
2025-08-11 | 13F | Platform Technology Partners | 21,996 | 0.00 | 2,932 | 3.39 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 64,413 | -5.49 | 8,640 | -1.71 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 7,943 | 0.01 | 1,059 | 3.32 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 4,803 | -1.64 | 640 | 1.75 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 122,376 | -0.14 | 15,782 | 0.93 | ||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 69,564 | 3.35 | 9,274 | 6.84 | ||||
2025-07-11 | 13F | Busey Wealth Management | 47,277 | -0.48 | 6,303 | 2.87 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,584 | -0.81 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 4,244 | 8.96 | 566 | 12.55 | ||||
2025-07-18 | 13F | Requisite Capital Management, LLC | 1,913 | -21.47 | 255 | -18.79 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 8,203 | 58.33 | 1,094 | 63.62 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 4,384 | 0.60 | 584 | 3.91 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3,582 | 11.10 | 478 | 14.94 | ||||
2025-08-08 | 13F | Avalon Trust Co | 1,447 | 0.00 | 193 | 3.23 | ||||
2025-07-31 | 13F | CNB Bank | 445 | 0.00 | 59 | 3.51 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 8 | 0.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 24,942 | 74.49 | 3,325 | 80.36 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 127,847 | -63.46 | 17,119 | -62.06 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 3,799 | 15.68 | 506 | 19.62 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 19,996 | -10.68 | 2,666 | -7.66 | ||||
2025-07-22 | 13F | Wynn Capital, LLC | 5,892 | 0.00 | 785 | 3.43 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 124,397 | 9.94 | 16,583 | 13.65 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 1,481 | -16.28 | 197 | -13.60 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 33,003 | 229.11 | 4,400 | 240.22 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 21,210 | 4.15 | 2,828 | 7.65 | ||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 939 | 0.00 | 125 | 3.31 | ||||
2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Meritage Portfolio Management | 17,588 | -0.09 | 2,345 | 3.26 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 22,026 | 106.27 | 2,936 | 113.22 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 26,092 | -4.38 | 3,478 | -1.14 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 3,100 | 400 | ||||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 12,882 | 0.00 | 1,717 | 3.37 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 14,515 | 93.46 | 1,935 | 100.00 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 155,159 | 7.90 | 20,684 | 11.54 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 3,276 | 0.09 | 437 | 3.32 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 510 | 0.00 | 68 | 3.08 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2,705 | 361 | ||||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 4,481 | 12.08 | 597 | 15.92 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 12,254 | 0.00 | 1,634 | 3.35 | ||||
2025-07-08 | 13F | Dover Advisors, Llc | 1,996 | -12.99 | 266 | -9.83 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 77,410 | 0.10 | 10,319 | 3.48 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 6,578 | 67.81 | 877 | 73.47 | ||||
2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 3,713 | -2.98 | 495 | 0.41 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 600,248 | -3.37 | 80,019 | -0.11 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 2,676 | 9.18 | 357 | 12.66 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 23,246 | 1.97 | 3,099 | 5.41 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 352,758 | -0.11 | 47,026 | 3.26 | ||||
2025-08-04 | 13F | Spire Wealth Management | 10,832 | -22.28 | 1,444 | -19.64 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 2,141 | 0.61 | 290 | 10.31 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 56,025 | 0.74 | 7,469 | 4.13 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 18,433 | -19.78 | 2,457 | -17.08 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 4,794 | 0.02 | 639 | 3.40 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 1,771 | -0.11 | 236 | 3.06 | ||||
2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 93,867 | 8.88 | 12,513 | 12.56 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 2,683,539 | 13.28 | 357,743 | 17.10 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 457,031 | -0.00 | 60,927 | 3.37 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 49,189 | -2.00 | 6,557 | 1.31 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 21,734 | -16.00 | 2,897 | -13.16 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 5,261 | 0.00 | 1 | |||||
2025-08-11 | 13F | Vanguard Group Inc | 94,676 | 3.85 | 12,621 | 7.36 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 6,766 | 0.15 | 902 | 3.44 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 59,598 | 3.45 | 7,945 | 6.95 | ||||
2025-08-14 | 13F | UBS Group AG | 3,204,174 | 3.91 | 427,148 | 7.41 | ||||
2025-08-14 | 13F | UBS Group AG | Put | 200 | 0.00 | 27 | 4.00 | |||
2025-08-07 | 13F | LOM Asset Management Ltd | 7,520 | 1 | ||||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 59,657 | -0.65 | 8 | 0.00 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 1,991 | 0.00 | 265 | 3.52 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 528,524 | 1.91 | 70,458 | 5.35 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 37,370 | 0.78 | 4,982 | 4.18 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 1,699 | -7.31 | 226 | -4.24 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 163,330 | 9.32 | 22,311 | 21.11 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 9,600 | -93.43 | 1,272 | -93.18 | |||
2025-07-10 | 13F | Western Pacific Wealth Management, LP | 57,384 | 17.80 | 7,650 | 21.78 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 16,600 | 172.13 | 2,200 | 182.65 | |||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28,598 | -2.43 | 3,812 | 0.87 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 8,559 | 22.83 | 1,134 | 27.70 | ||||
2025-08-14 | 13F | Sei Investments Co | 255,312 | 5.28 | 34,036 | 8.84 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 27,788 | -6.29 | 3,704 | -3.14 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Opus Capital Group, LLC | 211,958 | -1.80 | 28 | 3.70 | ||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 26,942 | 0.00 | 3,592 | 3.37 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 3,547 | 0.00 | 473 | 3.28 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 18,516 | -10.59 | 2,468 | -7.57 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 1,598 | 0.50 | 213 | 4.95 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 12,845 | 0.70 | 1,712 | 4.07 | ||||
2025-07-09 | 13F | Bay Rivers Group | 3,943 | -6.59 | 526 | -3.49 | ||||
2025-08-08 | 13F | Condor Capital Management | 7,103 | 0.00 | 947 | 3.38 | ||||
2025-08-14 | 13F | Headinvest, Llc | 103,308 | -6.74 | 13,772 | -3.60 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 23,888 | -5.30 | 3,184 | -2.12 | ||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1,555 | 0.00 | 207 | 3.50 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 122,930 | 5.85 | 16,388 | 9.41 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 208 | -14.75 | 28 | -12.90 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 83,847 | 1.26 | 11,178 | 4.67 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 45,975 | 0.03 | 6,129 | 3.39 | ||||
2025-08-08 | 13F | Croban | 16,621 | -2.59 | 2,216 | 0.68 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 430 | 7.50 | 57 | 11.76 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 3,103 | 0.00 | 414 | 3.25 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 4,043 | -2.44 | 539 | 0.75 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 2,633 | 0.00 | 351 | 3.54 | ||||
2025-05-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 2,925 | 0.00 | 390 | 3.18 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 15,067 | 4.84 | 2,009 | 8.36 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 3,150 | 1.61 | 420 | 5.01 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 2,209 | -0.09 | 285 | 0.71 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 17,165 | -0.30 | 2,288 | 3.06 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Value ETF | 19,094 | -32.81 | 2,375 | -36.85 | ||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 29,808 | 0.00 | 4 | 0.00 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 13,327 | -1.06 | 1,777 | 2.25 | ||||
2025-07-24 | 13F | Blair William & Co/il | 150,716 | 0.16 | 20,092 | 3.54 | ||||
2025-08-07 | 13F | Commerce Bank | 155,224 | -1.10 | 20,693 | 2.23 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 2,183 | 291 | ||||||
2025-08-14 | 13F | CIBC Asset Management Inc | 2,735 | 8.66 | 365 | 12.35 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 150,324 | -3.20 | 20,040 | 0.07 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 1,765 | 0.68 | 235 | 3.98 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 3,792 | -0.24 | 506 | 3.06 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 13,859 | -11.62 | 1,848 | -8.65 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 56,290 | -2.94 | 7,504 | 0.33 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 259,882 | 17.29 | 34,645 | 21.25 |