Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Bond Index Funds - Vanguard Total Bond Market ETF meliputi TLT Family Holdco ULC, Kingstone Capital Partners Texas, LLC, Westerkirk Capital Inc., FSAWX - Fidelity SAI Convertible Arbitrage Fund, Tribridge Partners Financial LLC, DSG Capital Advisors, LLC, Ryan Investment Management, Inc., Apex Wealth Management, LLC, Valpey Financial Services, LLC, Yukon Wealth Management, Inc., Everstar Asset Management, LLC, BCS Private Wealth Management, Inc., DRAI - Draco Evolution AI ETF, Evolution Wealth Advisors, LLC, Midwest Trust Co, Hidden Cove Wealth Management, LLC, First International Bank of Israel Ltd., Tactive Advisors, LLC, Traphagen Investment Advisors Llc, dan Prosperity Consulting Group, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 892 | 1.02 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 984,103 | 2,237.26 | 72,460 | 2,244.19 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 437,003 | 1.14 | 32,177 | 1.39 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 258,338 | 27.13 | 19,021 | 27.44 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 17,496,876 | 0.07 | 19,384 | 4.56 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 23,636 | 4.89 | 1,740 | 5.14 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 56,422 | 118.21 | 4,154 | 118.75 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 41,319 | 0.37 | 3,042 | 0.63 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 8,600 | 7.73 | 633 | 8.02 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 769 | 57 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 6,619 | 3.66 | 487 | 4.06 | ||||
| 2025-05-28 | NP | EDGF - 3EDGE Dynamic Fixed Income ETF | 220,697 | 26.39 | 16,210 | 29.10 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 400,700 | 29,504 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 7,120 | 15.36 | 1 | |||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 5,425 | 399 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 5 | 0 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 28,634 | 3,179.95 | 2,108 | 3,193.75 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1,641,785 | 2.09 | 120,885 | 2.34 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14,412,267 | 9.83 | 1,061,175 | 10.10 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 119,775 | 125.75 | 8,819 | 126.36 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 561,691 | 2.95 | 41 | 2.50 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 13,139 | 2.15 | 967 | 2.44 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 4,816 | 46.65 | 355 | 46.89 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,482,215 | 1.77 | 256,395 | 2.02 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,829 | 282 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 395,406 | 0.88 | 29,114 | 1.13 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 9,800 | 722 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 17,173 | 2.28 | 1,264 | 2.51 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 22 | 1,000.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 74,453 | 0.35 | 5,482 | 0.59 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 86,301 | 2.03 | 6,354 | 2.29 | ||||
| 2025-07-30 | NP | DRAI - Draco Evolution AI ETF | 27,188 | 1,978 | ||||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 26,854 | 1.82 | 1,977 | 2.07 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 637 | 0.95 | 47 | 0.00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 69,674 | 1.58 | 5,130 | 1.85 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1,675 | 123 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 118,900 | 88.96 | 8,755 | 89.44 | ||||
| 2025-08-12 | 13F | Bokf, Na | 55,999 | 22.46 | 4,123 | 22.78 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 22,261 | 252.62 | 1,639 | 254.00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 984 | 1.03 | 72 | 1.41 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 150,175 | 2.42 | 11,057 | 2.67 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10,990 | 3.78 | 809 | 4.12 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 48,845 | 27.12 | 3,596 | 27.43 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 28,687 | 12.37 | 2,112 | 12.64 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 31,024 | 270.21 | 2,284 | 271.38 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 22,248 | 85.23 | 944 | 7.03 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 5,166 | 0.68 | 380 | 1.06 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 4,859 | 0.37 | 358 | 0.56 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 118,367 | 8,715 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 8,261 | 11.77 | 608 | 12.18 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 10,875 | 0.15 | 801 | 0.38 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 101,612 | 15.75 | 7,482 | 16.04 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1,524 | 17.50 | 111 | 18.09 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 7,889 | 6.03 | 581 | 6.23 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 89,190 | 22.60 | 6,567 | 22.91 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 23,868 | 16.10 | 1,757 | 16.43 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 127,780 | 5.24 | 9,408 | 5.49 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 9 | 12.50 | 1 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 39,848 | 62.54 | 2,934 | 63.00 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1,188,284 | 3.05 | 87,493 | 3.30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 106,399 | 13.89 | 7,834 | 14.18 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 6,753,466 | 5.86 | 497,258 | 6.12 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 19,914 | 34.83 | 1,466 | 35.24 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 397,248 | 29,249 | ||||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 61,291 | 6.04 | 4,513 | 6.29 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 6,985,273 | 3.73 | 514,326 | 3.98 | ||||
| 2025-08-14 | 13F | Arizona PSPRS Trust | 9,586,316 | 0.99 | 705,840 | 1.23 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 141,397 | 7.99 | 10,411 | 8.26 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 3,889 | 286 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 486,791 | 0.34 | 35,842 | 0.58 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 528,194 | 3.73 | 38,891 | 3.98 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 6,089 | 448 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 9,395 | 34.62 | 1 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 328,063 | 1.45 | 24,155 | 1.70 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 33,532 | 14.46 | 2,469 | 14.74 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 649,370 | 6.18 | 47,813 | 6.44 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1,693,913 | 0.43 | 124,723 | 0.68 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 32,859 | 8.15 | 2,419 | 8.43 | ||||
| 2025-08-01 | 13F | First National Trust Co | 15,634 | 14.24 | 1,151 | 14.53 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 8,627 | 0.96 | 635 | 1.28 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 300 | 22 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,251,436 | 45.46 | 92,143 | 45.81 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 93,694 | 0.86 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 10,093 | 743 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 156,545 | 13.00 | 11,526 | 13.28 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 916 | 844.33 | 67 | 857.14 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4,773 | 5.78 | 351 | 6.04 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 347,173 | 0.67 | 25,562 | 0.92 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 3,507 | 10.11 | 257 | 9.83 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 980 | 72 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,117,164 | 20.24 | 156 | 20.16 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 3,333 | 245 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 19,746 | 13.74 | 1,454 | 13.96 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 117,430 | 6.84 | 8,646 | 7.10 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 25,622 | 0.80 | 1,887 | 1.07 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 4,039 | 13.94 | 297 | 14.23 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 967 | 0.94 | 71 | 1.43 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 288,362 | 264.21 | 21,232 | 265.12 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 769,282 | 3.91 | 56,642 | 4.16 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 52,521 | 6.09 | 3,867 | 6.35 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2,365 | 0.81 | 174 | 1.16 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 23,888 | 11.14 | 1,759 | 11.41 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26,789 | 62.50 | 1,973 | 62.98 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 115 | 8 | ||||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 51,727 | 6.20 | 3,809 | 6.46 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1,479,230 | 55.22 | 108,911 | 60.67 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 4,127 | 0.98 | 304 | 1.00 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 854,729 | 17.78 | 62,934 | 20.37 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 39,943 | 11.87 | 2,941 | 12.17 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,575,426 | 125.57 | 539,426 | 118.68 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 8,527 | 0.65 | 628 | 0.80 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 16,140 | 1,188 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 54,366 | 54.63 | 3,956 | 54.89 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 37,402 | 24.33 | 2,754 | 24.63 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 33,121 | 453.22 | 2,439 | 455.35 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 328,790 | 15.26 | 24,209 | 15.55 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 4,234 | 312 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 27,188 | 1,995 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 34,249 | 9.44 | 2,522 | 9.70 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 494 | 69.76 | 36 | 71.43 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 25 | 13.64 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 992 | 3,715.38 | 73 | 7,200.00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 207,554 | 58.45 | 15,282 | 59.12 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 445,692 | 0.16 | 32,816 | 0.40 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,315 | 317.46 | 97 | 317.39 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 995,261 | 1.12 | 73,281 | 1.37 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 344,181 | 2.86 | 25,342 | 3.11 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 100,769 | 1.08 | 7,420 | 1.32 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17,182 | 8.99 | 1,265 | 9.33 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 7,929 | 584 | ||||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 300,279 | 7.16 | 22,056 | 9.45 | ||||
| 2025-08-12 | 13F/A | Boston Partners | 43,150 | 1.99 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 26,200 | 3,881.76 | 1,929 | 4,004.26 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 127,662 | 2.77 | 9,400 | 3.01 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 16,647 | 1,226 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4,758 | 350 | ||||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 893 | 50.84 | 66 | 51.16 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 26,402 | 9.87 | 1,939 | 9.73 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6,654 | 489 | ||||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 356,840 | 9.70 | 26,274 | 9.97 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 8,412 | 93.29 | 619 | 94.04 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 5,118 | 377 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 36,043 | 51.08 | 2,654 | 51.43 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 12,226 | 29.43 | 900 | 29.87 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 5,158 | 0.06 | 380 | 0.26 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 289,461 | 9.25 | 21,313 | 9.52 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 3,046 | 2.21 | 224 | 2.75 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5,012 | 17.71 | 369 | 18.27 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 5,275 | 36.13 | 388 | 36.62 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 62,703 | 19.33 | 4,617 | 19.62 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 12,850 | 4.47 | 942 | 4.32 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 413,539 | 1.91 | 30,449 | 2.16 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 9,028 | 2.44 | 665 | 2.63 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 1,884 | 9.98 | 139 | 10.40 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 114,206 | 8,409 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 20,249 | 126.07 | 1,491 | 126.79 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 3,763 | 277 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11,264 | 18.42 | 829 | 18.77 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 439,404 | 26.67 | 32,353 | 26.98 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 152,257 | 2.53 | 11,211 | 2.79 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 4,821 | 355 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4,628 | 35.01 | 341 | 35.46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 374,914 | 10.44 | 27,605 | 10.71 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 218,282 | 12.93 | 16,033 | 15.35 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 16,089 | 11.73 | 1,185 | 12.02 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 186,312 | 271.87 | 13,718 | 272.87 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 5,656 | 416 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 3,911 | 0.72 | 285 | 0.35 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 159,676 | 1.72 | 11,757 | 1.96 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 225,866 | 4.55 | 16,604 | 4.64 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 45,308 | 7.38 | 3,336 | 7.65 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 5,447 | 0 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 13,497 | 93.73 | 994 | 94.32 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 155,224 | 11 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 41,378 | 8.53 | 3,047 | 8.79 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 13,623 | 1,003 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,534,506 | 2.31 | 111,773 | 2.54 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 71,556 | 219.87 | 5,209 | 220.55 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,508,973 | 2.53 | 111,106 | 2.78 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 155,224 | 11.10 | 11,429 | 8.92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 679,727 | 15.47 | 50,048 | 15.76 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 48,264 | 23.53 | 3,554 | 23.84 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 26,163 | 3.42 | 1,926 | 3.66 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 203,326 | 1.04 | 14,971 | 1.29 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 47,170 | 8.11 | 3,473 | 8.40 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 6 | 0 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 57 | 4 | ||||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 326,406 | 8.55 | 24,033 | 8.82 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 33,545 | 4.14 | 2,470 | 4.40 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 36,275 | 3.04 | 2,671 | 4.91 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 179,435 | 16.69 | 13,212 | 16.97 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 22,599 | 80.71 | 1,664 | 81.15 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 1,394,825 | 1.47 | 102,701 | 1.72 | ||||
| 2025-07-17 | 13F | City Holding Co | 31,998 | 5.79 | 2,356 | 6.03 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 9,213 | 1.97 | 678 | 2.26 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 5,437,226 | 10.02 | 398,005 | 10.93 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 7,325 | 539 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,845,647 | 14.92 | 282,069 | 14.95 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 3,324 | 243 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 27,522 | 1.12 | 2,026 | 1.35 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 9,777 | 13.45 | 720 | 13.77 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 7,828 | 6.69 | 576 | 7.06 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 17,835 | 4.07 | 1,313 | 4.37 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 123,674 | 3.64 | 9,106 | 3.90 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 1,639 | 9.12 | 121 | 9.09 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 44 | 3 | ||||||
| 2025-08-12 | 13F | Main Management LLC | 320,713 | 1.64 | 24 | 0.00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1,408 | 103 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 379 | 28 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3,194 | 233 | ||||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 2,102,885 | 2.92 | 154,835 | 3.17 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 13,158 | 5.03 | 969 | 5.22 | ||||
| 2025-08-14 | 13F | State Street Corp | 7,757,324 | 10.85 | 571,172 | 11.12 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 90,850 | 10.03 | 6,689 | 10.31 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 77,997 | 117.20 | 5,743 | 117.75 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 60,026 | 72.97 | 4,420 | 69.57 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6,200 | 0.16 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5,566 | 23.96 | 410 | 24.32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,286,869 | 3.34 | 1,199,202 | 3.59 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 29,137 | 0.98 | 2,145 | 1.23 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 842,377 | 16.36 | 62,024 | 16.65 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 52,712 | 14.70 | 3,881 | 14.99 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 370,529 | 56.50 | 27,282 | 56.88 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 128,690 | 3.87 | 9,475 | 4.13 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 47,594 | 5.32 | 3,497 | 5.24 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 183,406 | 1.30 | 13,504 | 1.55 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 159,117 | 2.37 | 11,716 | 2.62 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 2,857 | 210 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 25,025 | 34.46 | 1,843 | 34.75 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 56,476 | 4,158 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 20,795 | 1,531 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1,285,949 | 3.42 | 94,684 | 3.67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 25,247,145 | 2.24 | 1,858,947 | 2.49 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 60,966 | 54.91 | 4,489 | 55.29 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 92,209 | 7.00 | 6,789 | 7.27 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 190,236 | 2.38 | 14 | 7.69 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 129,905 | 0.51 | 9,565 | 2.32 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 6,510 | 479 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 171,262 | 0.51 | 12,610 | 0.77 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1,588,404 | 3.27 | 116,096 | 3.96 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 446,128 | 0.29 | 32,848 | 0.54 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 20,945 | 10.02 | 1,542 | 10.30 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7,529 | 2.35 | 554 | 2.59 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 406 | 2.53 | 30 | 0.00 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 12,206 | 14.93 | 899 | 15.13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,897 | 33.80 | 1 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 51,915 | 1.22 | 3,822 | 1.46 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 47,320 | 87.52 | 3,484 | 88.02 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 14,107 | 13.40 | 1,039 | 13.69 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 337,892 | 26.60 | 24,879 | 26.91 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 174,283 | 0.83 | 12,832 | 1.08 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 6,724 | 490 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3,995 | 13.79 | 294 | 14.40 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 4,417,717 | 51.70 | 325,277 | 52.07 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 13,818 | 11.68 | 1,017 | 12.00 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 3,612 | 0.98 | 263 | 1.16 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 5,244 | 386 | ||||||
| 2025-08-13 | 13F | NEOS Investment Management LLC | 624,763 | 11.62 | 45,854 | 11.90 | ||||
| 2025-08-13 | 13F | ESG Planning | 210,395 | 15.65 | 15,491 | 15.94 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 950,274 | 18.59 | 69,969 | 18.88 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 10,493 | 197.76 | 773 | 199.22 | ||||
| 2025-07-24 | NP | SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF | 589,848 | 7.83 | 42,923 | 6.52 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 16,746 | 1,233 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 93,693 | 0.23 | 6,899 | 0.48 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 94,174 | 4.96 | 6,934 | 5.22 | ||||
| 2025-07-11 | 13F | Bell Bank | 6,369 | 469 | ||||||
| 2025-04-11 | 13F | LPF Advisors LLC | 226,343 | 6.02 | 16,625 | 8.29 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 11,189 | 2.20 | 824 | 2.36 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 215,422 | 0.17 | 15,862 | 0.42 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 57,043 | 212.56 | 4,200 | 213.43 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 72,279 | 684.36 | 5,322 | 687.13 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1,302 | 341.36 | 96 | 352.38 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 33,975 | 33.98 | 2,502 | 34.32 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 16,681 | 28.30 | 1,228 | 28.59 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,047,677 | 4.62 | 77,140 | 4.88 | ||||
| 2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 681,699 | 3.33 | 49,607 | 2.08 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 32,346 | 1.88 | 2,382 | 2.15 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 4,317 | 3.35 | 318 | 3.59 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 54,668 | 6.11 | 4,025 | 6.40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 65,000 | 251.35 | 4,786 | 252.36 | |||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1,458,694 | 3.89 | 107,404 | 4.14 | ||||
| 2025-08-05 | 13F | Garrison Bradford & Associates Inc | 144 | 1.41 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 64,633 | 2.78 | 4,759 | 3.03 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 230,512 | 5.07 | 16,973 | 5.32 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 2,747 | 272.22 | 202 | 274.07 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 183,480 | 2,753.50 | 13,510 | 2,762.08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 7,552 | 0.09 | 556 | 0.36 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,513,380 | 0.78 | 110,598 | 0.27 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 71,093 | 8.12 | 5,235 | 8.39 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 35,235 | 11.50 | 2,594 | 11.76 | ||||
| 2025-05-28 | NP | VBINX - Vanguard Balanced Index Fund Investor Shares | 500,000 | 17.64 | 36,725 | 20.16 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 21,780 | 1,604 | ||||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 35,175 | 138.49 | 3 | 100.00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 32,562 | 1.49 | 2,397 | 1.74 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 6,629 | 488 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6,562 | 0.40 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 59,440 | 5.62 | 4,377 | 5.88 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 65,597 | 13.31 | 4,830 | 13.57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 461,911 | 5.70 | 34,011 | 5.96 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2,558 | 0.31 | 188 | 0.53 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 5,896 | 0.86 | 434 | 1.17 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 6,889 | 0.04 | 507 | 0.40 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5,951 | 3.60 | 438 | 4.04 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 12,007 | 884 | ||||||
| 2025-08-01 | 13F | Providence First Trust Co | 57,176 | 10.04 | 4,210 | 10.53 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 14,004 | 36.89 | 1,031 | 40.27 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 10,399 | 62.94 | 766 | 62.77 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 316,222 | 40.10 | 23,283 | 40.45 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 129,697 | 7.66 | 9,550 | 7.92 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 37,343 | 17.74 | 2,750 | 18.03 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 25,691 | 8.16 | 1,892 | 8.43 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3,378 | 249 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9,185 | 578.36 | 676 | 582.83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,762,705 | 0.69 | 277,048 | 0.93 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 811,765 | 3.45 | 59,770 | 3.70 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 | 74,500 | 43.27 | 5,485 | 43.62 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 647,437 | 121.58 | 47,671 | 117.21 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 7,813 | 108.68 | 575 | 109.85 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 733,304 | 5.52 | 53,861 | 7.78 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 128,095 | 6.36 | 9,432 | 6.61 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 633,811 | 7.55 | 46,668 | 7.81 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 171,209 | 40.99 | 12,606 | 41.34 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,160,401 | 98.08 | 306,330 | 98.57 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 109,133 | 2.72 | 8,035 | 2.97 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 255,655 | 1.10 | 18,824 | 1.34 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 83,763 | 5.08 | 6,167 | 5.35 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 13,573 | 6.65 | 999 | 6.96 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 39,950 | 0.77 | 2,942 | 1.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 567 | 189.29 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 42,341 | 50.49 | 3,118 | 50.87 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 24,348 | 16.60 | 1,793 | 17.05 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 100,117 | 6.85 | 7,372 | 7.11 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6,845 | 139.25 | 1 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3,313 | 242 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,133 | 14.47 | 231 | 14.43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6,035,784 | 2.02 | 444,415 | 2.27 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 7,975 | 35.26 | 586 | 35.10 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 64,722 | 0.00 | 4,765 | 0.25 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4,496 | 79.98 | 331 | 80.87 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2,325 | -6.55 | ||||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 22,916 | 17.64 | 1,687 | 17.97 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 249 | 18 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 64,432 | 23.65 | 4,744 | 26.61 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 4,533 | 332 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3,125 | 229 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 65,108 | 4,794 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 3,109,636 | 118.67 | 228,962 | 119.20 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 337,903 | 3.97 | 24,880 | 4.23 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 33,686 | 1.24 | 2,480 | 1.51 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 10,559 | 5.72 | 774 | 6.77 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 76,153 | 1.88 | 5,606 | 2.11 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 4,236 | 0.05 | 312 | 0.32 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 47,294 | 0.99 | 3,482 | 1.25 | ||||
| 2025-07-16 | 13F | American National Bank | 1,234 | 928.33 | 91 | 1,025.00 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 143,767 | 55.28 | 10,586 | 55.66 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 11,420 | 92.09 | 841 | 92.66 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 2,994 | 220 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 3,264 | 1.18 | 240 | 3.46 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 60,721 | 0.16 | 4,471 | 0.40 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 38,055 | 2.82 | 2,802 | 3.05 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 76,902 | 14.79 | 5,662 | 15.08 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 64 | 5 | ||||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 230,816 | 0.30 | 16,995 | 0.55 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 13,465 | 41.74 | 991 | 42.18 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 3,230 | 12.23 | 238 | 12.32 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 8,121 | 4.18 | 598 | 4.37 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 9,646 | 839.24 | 710 | 846.67 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 213,874 | 3.38 | 15,748 | 3.63 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 354 | 26 | ||||||
| 2025-07-29 | NP | BNDW - Vanguard Total World Bond ETF ETF Shares | 8,675,473 | 10.75 | 631,314 | 9.42 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 175 | 13 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 25,974 | 8.01 | 1,912 | 8.27 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 321,312 | 1.70 | 23,658 | 1.96 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 13,565 | 995 | ||||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 33,031 | 1,679 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 5,655 | 0.14 | 416 | 0.48 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 348,745 | 0.35 | 25,678 | 0.60 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 27,544 | 0.29 | 2,028 | 0.55 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 37,155 | 6.12 | 2,736 | 6.38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 125,870,361 | 21.93 | 9,267,835 | 22.22 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 377,840 | 4.08 | 27,820 | 4.34 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 205,001 | 1.80 | 15,094 | 2.05 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 47,365 | 7.35 | 3,487 | 7.62 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1,209 | 12.78 | 89 | 14.10 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 300,636 | 2.66 | 22,136 | 2.91 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 677 | 50 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 104,966 | 3.43 | 7,729 | 3.68 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8,005 | 0.70 | 589 | 1.03 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 210,113 | 4.45 | 15,471 | 4.71 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 460 | 489.74 | 34 | 560.00 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 577,150 | 0.77 | 42,496 | 1.02 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 59,427 | 0.25 | 4,376 | 0.48 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 3,577 | 263 | ||||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 56,835 | 0.07 | 4,185 | 0.31 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40,236 | 114.84 | 2,963 | 115.42 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 24,534 | 6.25 | 1,806 | 6.55 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19,708 | 3.70 | 1,451 | 4.01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 344,389 | 23.06 | 25,357 | 23.36 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4,189 | 24.34 | 308 | 24.70 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 43,763 | 18.78 | 3,222 | 19.07 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 1,251,705 | 3.97 | 91,087 | 2.71 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 1,809,316 | 4.38 | 132,695 | 4.41 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 26,310 | 10.47 | 1,937 | 8.33 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 8,811 | 11.55 | 649 | 11.72 | ||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 519,000 | 38,214 | ||||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 115,680 | 8,518 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 2,704,304 | 85.90 | 199,118 | 86.36 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 35,915 | 12.46 | 2,634 | 12.37 | ||||
| 2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 615,730 | 0.07 | 44,807 | -1.14 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3,302 | 0.09 | 243 | 0.41 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 39,880 | 12.52 | 2,936 | 12.79 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 23,488 | 16.23 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 94,405 | 8.12 | 6,951 | 8.39 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 236,652 | 16.27 | 17,425 | 16.55 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 537,186 | 39,553 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 39,352 | 294.86 | 2,897 | 295.77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,000 | 26.76 | 663 | 27.06 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6,500 | 364.29 | 479 | 368.63 | |||
| 2025-08-14 | 13F | Betterment LLC | 1,854,836 | 8.59 | 137 | 8.80 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 13,858 | 1,020 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 51,609 | 6.14 | 3,800 | 6.38 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 195,608 | 11.54 | 14,403 | 11.81 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 4,111 | 23.94 | 303 | 24.28 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 12,074 | 79.89 | 889 | 80.69 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1,176,683 | 2.36 | 86,639 | 2.61 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 4,058 | 299 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 91,422 | 9.19 | 6,731 | 9.46 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 231,023 | 4.70 | 17,010 | 4.96 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 383,597 | 0.69 | 28,244 | 0.93 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 582 | 12.57 | 42 | 10.81 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 13,209 | 0.90 | 973 | 1.14 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5,315 | 391 | ||||||
| 2025-08-06 | 13F | Equity Investment Corp | 12,875 | 0.98 | 948 | 1.18 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 30,380 | 11.24 | 2,237 | 11.52 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 51,378 | 16.69 | 3,783 | 16.98 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 215,883 | 3.72 | 15,895 | 3.97 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 553 | 4.54 | 41 | 2.56 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | 0 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 22,252 | 311.69 | 1,638 | 322.16 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 293,210 | 1.64 | 21,589 | 1.89 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 6,078 | 448 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial | 264,976 | 7.78 | 19,510 | 8.05 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 16,990 | 4.77 | 1,242 | 4.28 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 6,950 | 512 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 2,150,144 | 2.60 | 158,315 | 2.85 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 4,984 | 6.40 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,679,410 | 9.32 | 270,915 | 9.59 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 35,290 | 44.49 | 2,598 | 44.90 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 319,750 | 5.70 | 24 | 4.55 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 8,126 | 16.32 | 598 | 16.57 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 704 | 1.00 | 52 | 0.00 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 4,374 | 5.96 | 322 | 6.27 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1,831,010 | 5.20 | 134,817 | 5.45 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 74,324 | 17.88 | 5,472 | 18.16 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 38,783 | 19.03 | 2,856 | 19.31 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 173,371 | 4.36 | 12,765 | 4.61 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 14,413 | 55.23 | 1,061 | 55.80 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 195,254 | 6.49 | 14,377 | 6.75 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 15,971 | 1,176 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 39,880 | 39.68 | 2,903 | 38.44 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2,270 | 167 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 342,632 | 31.73 | 25,228 | 32.06 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 8,111 | 1.21 | 597 | 1.53 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 14,294 | 1,052 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,657,402 | 17.22 | 122,035 | 17.51 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4,738 | 349 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial | 1,023,285 | 4.71 | 75,344 | 4.97 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 193,543 | 2.48 | 14,251 | 2.73 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 588,859 | 2.39 | 43,358 | 2.64 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2,245 | 59.79 | 165 | 60.19 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 494,402 | 36 | ||||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 55,677 | 1.19 | 4,099 | 1.44 | ||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 66,251 | 20.65 | 4,878 | 20.95 | ||||
| 2025-08-04 | 13F | Balentine LLC | 55,038 | 26.26 | 4,052 | 26.59 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 45,513 | 3.65 | 3,351 | 3.91 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 514,514 | 23.22 | 37,884 | 23.52 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 21,572 | 9.10 | 1,588 | 9.37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 8,529 | 0.02 | 628 | 0.32 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 23,802 | 1.41 | 1,753 | 1.68 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 2,785 | 0.87 | 204 | 0.99 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 29,335 | 2 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 6,118 | 29.51 | 449 | 32.45 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 391,617 | 114.31 | 28,835 | 114.84 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 215,520 | 2.07 | 15,701 | 1.10 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,616 | 42.63 | 119 | 42.17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 19,864,987 | 1.79 | 1,462,659 | 2.76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6,498,596 | 2.37 | 478,492 | 2.62 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 5,445 | 401 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 20,482 | 8.77 | 1,508 | 9.04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 29,841 | 2.27 | 2,197 | 2.52 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 13,785 | 8.95 | 1,015 | 9.15 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 27,281 | 3.36 | 2,009 | 3.61 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 9,155 | 1.15 | 674 | 1.51 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 37,159 | 0.00 | 2,736 | 0.22 | ||||
| 2025-08-14 | 13F | Moneda S.A. Administradora General de Fondos | 28,940 | 2.44 | 2,131 | 2.70 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 9,527 | 0.44 | 701 | 0.72 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8,992 | 0.94 | 662 | 1.22 | ||||
| 2025-07-29 | 13F | Tide Cove Capital Partners LLC | 195,772 | 2.18 | 14,291 | 1.55 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 8,409 | 2.93 | 615 | 4.42 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 49,597 | 31.41 | 3,652 | 31.75 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 15,010 | 1.07 | 1,105 | 1.38 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 7,888 | 102.41 | 581 | 102.80 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 18,995 | 3.40 | 1,399 | 3.63 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 172,266 | 0.92 | 12,684 | 1.16 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 66,760 | 3.44 | 4,916 | 3.69 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 67,792 | 22.37 | 4,992 | 22.66 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 10,406 | 2.66 | 765 | 2.82 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 624,891 | 24.36 | 46,011 | 24.66 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 218,830 | 1.84 | 16,112 | 2.09 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 13,682 | 196.60 | 1,007 | 197.93 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2,056 | 2,795.77 | 151 | 2,920.00 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 308,837 | 3.24 | 22,740 | 3.49 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 169,946 | 8.05 | 12,513 | 8.32 | ||||
| 2025-08-06 | 13F | Simmons Bank | 5,812 | 22.44 | 428 | 22.70 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 178,177 | 2.31 | 13,119 | 2.56 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 142,009 | 6.57 | 10,453 | 6.80 | ||||
| 2025-08-12 | 13F | Sherwood Financial Partners, LLC | 475,898 | 2.51 | 35,040 | 2.76 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 231,749 | 20.65 | 16,996 | 20.31 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 21,477 | 3.98 | 1,581 | 4.22 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 7,071 | 7.12 | 521 | 7.44 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 68,470 | 13.43 | 5,029 | 15.88 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 21,406 | 41.59 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3,048 | 0.63 | 224 | 0.45 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 83,628 | 7.13 | 6,158 | 7.40 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,137 | 412.16 | 84 | 418.75 | ||||
| 2025-08-21 | NP | SFBPX - Great-West SecureFoundation Balanced ETF Fund Class A | 103,347 | 2.24 | 7,609 | 2.49 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 211,015 | 2.73 | 15,537 | 2.98 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 5,093 | 45.18 | 375 | 45.53 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 91,597 | 1.56 | 6,744 | 1.80 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,616 | 6.17 | 266 | 6.40 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8,090 | 32.54 | 1 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,106 | 229 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 16,936 | 5.72 | 1,247 | 6.04 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 768,404 | 2.26 | 56,578 | 2.51 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 77,590 | 1.13 | 5,713 | 1.37 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 12,403 | 17.92 | 913 | 18.26 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 11,184 | 3.53 | 824 | 3.78 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15,009 | 82.02 | 1,105 | 82.64 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3,093,960 | 83,838.14 | 286 | 5.56 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 8,489 | 0.26 | 625 | 0.64 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3,050 | 0.66 | 225 | 0.90 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 128,510 | 44.59 | 7,077 | 8.39 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 77,092 | 6.45 | 5,676 | 6.73 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 299,776 | 3.18 | 22,072 | 3.44 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 229,001 | 1.10 | 16,861 | 1.35 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 86,793 | 23.54 | 6,390 | 23.84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 166 | 12 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,370 | 1.37 | 175 | 2.96 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 11,698 | 0.53 | 861 | 0.82 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 23,823 | 4.49 | 1,754 | 4.78 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7,085 | 22.71 | 518 | 24.58 | ||||
| 2025-07-07 | 13F | Trust Co | 719,243 | 2.89 | 52,958 | 3.14 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 66,238 | 135.29 | 4,877 | 135.95 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 3,621 | 267 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 348,190 | 21.49 | 25,637 | 21.79 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 82,701 | 10.37 | 6,089 | 10.65 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 3,565 | 1.25 | 262 | 1.55 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 172,767 | 5.22 | 12,721 | 5.47 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 89,557 | 131.33 | 6,594 | 131.94 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 3,861 | 284 | ||||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 50,454 | 41.21 | 3,715 | 41.54 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 530,152 | 5.34 | 39,035 | 5.60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 65,037 | 80.02 | 4,789 | 80.47 | ||||
| 2025-08-14 | 13F | FIL Ltd | 206,098 | 12.47 | 15,175 | 12.74 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 85,825 | 24.77 | 6,319 | 25.08 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 60,940 | 17.11 | 4,487 | 17.37 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 217,694 | 4.00 | 16,029 | 4.25 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 31,653 | -67.18 | ||||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 44,762 | 0.11 | 3,296 | 0.37 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 13,138 | 3.12 | 967 | 3.42 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 19,736 | 16.24 | 1,453 | 16.52 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 8,035 | 1.35 | 592 | 2.43 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 165,881 | 2.03 | 12,214 | 2.28 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 10,285 | 0.07 | 757 | 0.40 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 597 | 44 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 66,383 | 13.35 | 4,888 | 16.05 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 209,526 | 41.90 | 15,427 | 42.25 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 24,491 | 11.40 | 1,796 | 11.28 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 404,948 | 11.04 | 29,743 | 13.41 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22,459 | 2 | ||||||
| 2025-08-13 | 13F | Amundi | 53,192 | 54.63 | 3,897 | 53.57 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1,564 | 115 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 171,093 | 18.32 | 12,598 | 18.62 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 29,694 | 61.90 | 2,186 | 62.29 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 12,155 | 8.54 | 895 | 8.76 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 31,875 | 31.48 | 2,347 | 31.80 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 4,400 | 27.76 | 324 | 28.17 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 3,465 | 249 | ||||||
| 2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 1,317,147 | 2.06 | 95,849 | 0.83 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 25,686 | 1.46 | 1,891 | 1.72 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1,971,352 | 5.94 | 145,151 | 6.20 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 50,631 | 2.29 | 3,728 | 2.53 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 92,524 | 1.31 | 6,813 | 1.57 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 837,820 | 2.32 | 61,689 | 2.57 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 399,281 | 1.65 | 29,399 | 1.90 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 7,269 | 0.10 | 535 | 0.38 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 100,007 | 20.69 | 7,364 | 20.98 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 8,288,471 | 3.39 | 610,280 | 3.65 | ||||
| 2025-08-14 | 13F | Driehaus Capital Management Llc | 7,998 | 589 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15,028 | 50.46 | 1 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,490 | 599.53 | 110 | 626.67 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 3,325 | 245 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 3,600 | 264 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 574 | 42 | ||||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 110,818 | 1.09 | 8,160 | 1.34 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 55,692 | 61.94 | 4,101 | 62.31 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 101,763 | 7,493 | ||||||
| 2025-07-23 | 13F | Lansing Street Advisors | 61,985 | 0.99 | 4,564 | 1.22 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 105,441 | 7,764 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 262,295 | 0.02 | 19 | 0.00 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 832,511 | 34.94 | 61,298 | 35.27 | ||||
| 2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 1,015,185 | 1.26 | 73,875 | 0.04 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 32,736 | 20.08 | 2,410 | 20.38 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7,552 | 5.99 | 556 | 6.31 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 6,905 | 508 | ||||||
| 2025-07-16 | 13F | Tenret Co LLC | 41,193 | 8.13 | 3,033 | 8.40 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 64,725 | 11.27 | 4,766 | 11.54 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 25,705 | 0.16 | 1,893 | 0.42 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 693,558 | 15.38 | 51,067 | 15.66 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 31,706 | 181.58 | 2,335 | 179.52 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 88,400 | 115.61 | 6,509 | 116.14 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 9,792 | 9.79 | 721 | 9.92 | ||||
| 2025-06-27 | NP | TUIFX - Toews Unconstrained Income Fund | 58,700 | 179.52 | 4,314 | 184.00 | ||||
| 2025-08-13 | 13F | Gibson Wealth Advisors LLC | 349,252 | 2.05 | 25,715 | 2.30 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 18,627 | 2.68 | 1,361 | 3.89 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 5,113 | 0 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 5,342 | 2.77 | 393 | 3.15 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 111,361 | 8,200 | ||||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 791,680 | 0.48 | 58,291 | 0.73 | ||||
| 2025-06-03 | 13F | Invst, LLC | 7,894 | 169.24 | 580 | 175.71 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 5,394 | 5.45 | 397 | 8.17 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 200,994 | 56.50 | 14,799 | 56.89 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 142,280 | 33.04 | 10,476 | 33.37 | ||||
| 2025-07-29 | 13F | Creekside Partners | 18,926 | 0.34 | 1,394 | 0.58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 623,297 | 4.42 | 45,893 | 4.68 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,120,751 | 108.95 | 82,521 | 109.46 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 8,873 | 12.39 | 653 | 12.78 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 4,786 | 218.22 | 351 | 219.09 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 425 | 31 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,776,906 | 4.60 | 351,723 | 4.85 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 3,690 | 8.63 | 272 | 8.84 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 7,090 | 59.68 | 1 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 32 | 2 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 97,549 | 1.68 | 7,183 | 1.93 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 15,385 | 30.91 | 1,133 | 31.17 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 83,434 | 14.31 | 6,139 | 14.51 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9,485 | 2.50 | 698 | 2.80 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27,871 | 91.08 | 2,543 | 137.35 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 3,856 | 284 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 601,788 | 15.30 | 44,310 | 15.58 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 258,269 | 2.38 | 19,016 | 2.63 | ||||
| 2025-08-13 | 13F | Westerkirk Capital Inc. | 382,350 | 28,152 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 22,697 | 4.42 | 1,671 | 4.70 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 54 | 1.89 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 49,783 | 6.97 | 3,666 | 7.23 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,889 | 0.10 | 213 | 0.00 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 2,943 | 4.85 | 217 | 4.85 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 22,279 | 13.86 | 1,640 | 14.13 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 305,648 | 11.38 | 22,505 | 11.65 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 15,890 | 52.99 | 1,170 | 53.41 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 7,010 | 1 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial | 9,680,505 | 15.37 | 712,776 | 15.65 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 3,110 | 6.51 | 229 | 6.54 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 3,035,822 | 10.12 | 223,528 | 10.39 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 771,306 | 4.42 | 56,791 | 4.68 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 252,860 | 4.47 | 18,618 | 4.73 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 900,028 | 3.99 | 66,269 | 4.25 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 3,171 | 233 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 62,146 | 1,742.45 | 4,576 | 1,752.23 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 65,406 | 8.26 | 4,816 | 8.52 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 36,413 | 0.53 | 2,681 | 0.79 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 13,126 | 18.48 | 967 | 18.82 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 5,030 | 370 | ||||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 12,859 | 0.99 | 947 | 1.18 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 426,871 | 5.00 | 31,431 | 5.26 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 643 | 0.63 | 47 | 2.17 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 100,229 | 9.78 | 7,380 | 10.04 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26,924 | 3.34 | 1,982 | 3.61 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 98,660 | 29.59 | 7,236 | 29.64 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 6,189 | 126.54 | 456 | 127.50 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 58,774 | 2.65 | 4,328 | 2.90 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 4,303 | 5.47 | 317 | 5.69 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 1,522,519 | 55.37 | 112,103 | 55.75 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 19,909 | 31.84 | 1,466 | 32.10 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 147,024 | 7,262.24 | 2 | -99.32 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1,145 | 84 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 66,879 | 35.33 | 4,924 | 35.68 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1,106 | 4,324.00 | 81 | 8,000.00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 205,996 | 2.56 | 15,168 | 2.81 | ||||
| 2025-08-08 | 13F | Chandler Asset Management, Inc. | 1,595,692 | 3.15 | 117,491 | 3.41 | ||||
| 2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 3,844 | 0.05 | 283 | 0.35 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 3,242 | 239 | ||||||
| 2025-07-28 | 13F | Toews Corp /adv | 89,300 | 7.18 | 6,575 | 7.45 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 1,231,360 | 4.88 | 90,665 | 5.13 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 239,522 | 0.08 | 17,626 | 2.15 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 936,083 | 2.12 | 68,924 | 2.37 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 16,058 | 26.47 | 1,182 | 26.82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 191,533 | 22.57 | 14,103 | 22.87 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 7,275 | 34.60 | 536 | 35.10 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 198,119 | 8.51 | 14,554 | 8.80 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5,986 | 4.78 | 441 | 5.01 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 39,153 | 10.43 | 2,883 | 10.68 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 168,300 | 434.29 | 12,392 | 441.33 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 76,893 | 8.51 | 5,662 | 8.78 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 10,707 | 7.59 | 788 | 7.80 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,685 | 0.66 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 93,548 | 5.95 | 6,888 | 6.20 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 20,728 | 2.08 | 1,526 | 2.35 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 9,971 | 8.13 | 731 | 7.98 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 21,928 | 1.10 | 1,615 | 1.32 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1,672 | 0.60 | ||||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 72,445 | 5.01 | 5,334 | 5.27 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 5,113 | 376 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 2 | 0 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 273 | 0.74 | 20 | 5.26 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7,908 | 101.94 | 582 | 102.79 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2,817 | 1.88 | 0 | |||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 9,986 | 735 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 66,130 | 9.15 | 4,869 | 9.42 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 63,615 | 5.88 | 4,684 | 6.14 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 2,822 | 208 | ||||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 212,918 | 5.52 | 15,677 | 5.78 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 67,338 | 50.34 | 4,958 | 50.74 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 1,377 | 101 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1,454,766 | 7.17 | 107,114 | 7.43 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 120,966 | 1.19 | 8,907 | 1.44 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 3,954 | 0.66 | 291 | 1.04 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 496,138 | 3.67 | 36,531 | 3.92 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 14,965 | 10.77 | 1,102 | 10.99 | ||||
| 2025-06-26 | NP | FSAWX - Fidelity SAI Convertible Arbitrage Fund | 160,000 | 11,760 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 58,633 | 2.21 | 4,317 | 2.47 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 9,244 | 681 | ||||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 36,188 | 26.65 | 2,665 | 26.98 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6,075,306 | 16.95 | 447,325 | 17.23 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 65,931 | 7.98 | 4,854 | 8.25 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 7,118 | 48.79 | 524 | 49.29 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 17,455 | 6.34 | 1,285 | 6.64 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 27,416 | 2,019 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,085,928 | 13.44 | 79,957 | 13.72 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 8,251 | 1.86 | 1 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5,975 | 14.38 | 440 | 14.62 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 2,031,788 | 0.19 | 149,601 | 0.44 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 20,910,927 | 3.26 | 1,539,389 | 3.49 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9,460 | 35.51 | 697 | 35.94 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 4,377 | 322 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 122,402,361 | 2.93 | 9,012,486 | 3.18 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 498,565 | 1.30 | 36,709 | 1.55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 413,225 | 0.75 | 30,426 | 1.00 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 154,387 | 2.09 | 11,368 | 2.34 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,716 | 126 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 6,963 | 509 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 47,373 | 3,488 | ||||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 2,531,249 | 2.97 | 186,376 | 3.23 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 13,859 | 1.82 | 1,020 | 2.10 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 285,273 | 10.19 | 21,005 | 10.47 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,858,642 | 9.31 | 137 | 9.68 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,950 | 0.05 | 144 | 0.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,329 | 466 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 23,221 | 41.51 | 1,710 | 41.83 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 145,958 | 1.38 | 10,747 | 1.63 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 43,855 | 39.40 | 3,229 | 39.78 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 411,624 | 4.93 | 30,308 | 5.19 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 67,194,503 | 7.02 | 4,947,531 | 7.28 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 3,536 | 260 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 235,741 | 7.81 | 17,358 | 8.07 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 804,818 | 2.96 | 59,259 | 3.21 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 655,145 | 15.67 | 48,238 | 15.95 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 24,674 | 1.24 | 1,817 | 1.45 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 243,359 | 0.46 | 17,919 | 0.71 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 15,947 | 0.71 | 1,174 | 1.03 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 118,021 | 5.00 | 8,690 | 5.26 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 24,072 | 32.54 | 1,772 | 32.83 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 6,290 | 6.02 | 0 | |||||
| 2025-08-08 | 13F | Truepoint, Inc. | 24,678 | 27.49 | 1,817 | 27.87 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,697 | 165.99 | 124 | 169.57 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 468,439 | 4.69 | 34,491 | 4.95 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 22,030 | 1.55 | 1,622 | 1.82 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 586,553 | 6.45 | 43,188 | 6.71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3,167 | 2.03 | 233 | 4.02 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 6,026 | 0.15 | 444 | 0.23 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 275,245 | 2.62 | 20,266 | 4.32 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 7,553 | 17.50 | 556 | 17.80 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3,740 | 26.57 | 275 | 26.73 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 9,166 | 49.09 | 675 | 49.45 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 174,510 | 23.34 | 12,871 | 23.85 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 40,638 | 0.78 | 3 | 0.00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,895 | 139 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 120,163 | 3.30 | 8,848 | 3.55 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 8,915 | 19.57 | 656 | 19.93 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 952 | 0.95 | 70 | 1.45 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 132,895 | 0.67 | 9,785 | 0.92 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 25 | 2 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 321,817 | 2.47 | 23,695 | 2.73 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 333,959 | 17.35 | 24,589 | 17.63 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 91,138 | 0.72 | 6,710 | 0.96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 504,423 | 1.75 | 37,141 | 2.00 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 3,610 | 266 | ||||||
| 2025-07-15 | 13F | Gpwm Llc | 272,968 | 0.14 | 20,099 | 0.38 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 134,774 | 37.44 | 9,884 | 37.47 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 18,437 | 0.05 | 1,358 | 0.30 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 18,446 | 22.22 | 1,358 | 22.56 | ||||
| 2025-07-21 | 13F | Whelan Financial | 207,289 | 1.16 | 15,263 | 1.40 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 96,269 | 25.94 | 7,088 | 25.92 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 51,132 | 3,765 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 8 | 1 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 6,805 | 1.23 | 501 | 1.62 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | |||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 20,914 | 0.18 | 1,540 | 0.39 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 489 | 688.71 | 36 | 800.00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 31,988 | 121.95 | 2,355 | 122.59 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 10,343 | 20.18 | 762 | 20.41 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17,439 | 98.83 | 1,281 | 101.42 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 46,173 | 75.34 | 3,400 | 75.75 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 33,928 | 1.36 | 2,498 | 1.63 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 4,575 | 5.15 | 334 | 4.70 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2,470,057 | 7.41 | 181,870 | 7.67 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 137,721 | 3.57 | 10,130 | 4.42 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 10,470 | 57.78 | 771 | 40.00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5,754 | 566.74 | 424 | 571.43 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 125,971 | 10.12 | 9,275 | 10.39 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 32,171 | 2.05 | 2,369 | 2.29 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 22 | 2 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 42,712 | 269.80 | 3,145 | 270.75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 92,122 | 49.42 | 6,743 | 48.92 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 124,802 | 102.37 | 9,189 | 102.89 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 20,085 | 5.68 | 1,479 | 5.95 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 514,187 | 6.12 | 37,860 | 6.38 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 184,852 | 3.25 | 13,611 | 3.50 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 3,297 | 243 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 131,610 | 0.78 | 9,690 | 1.03 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 2,906 | 214 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 20,895 | 60.24 | 1,538 | 60.71 | ||||
| 2025-08-13 | 13F | Financial Avengers, Inc. | 35,801 | 28.48 | 2,636 | 28.84 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 29,414 | 2,166 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 17,537 | 52.06 | 1,291 | 52.42 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 14,076 | 2.16 | 1,036 | 2.37 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 2,126,717 | 1.21 | 156,590 | 1.45 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 9,097 | 29.53 | 670 | 29.90 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 13,009 | 9.18 | 958 | 9.37 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 13,131,333 | 3.12 | 966,860 | 3.37 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 208,494 | 1,183.28 | 15,351 | 1,186.76 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12 | 1 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 34,923 | 1.55 | 2,571 | 1.82 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 138,167 | 8.59 | 10,173 | 8.86 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 87,386 | 91.06 | 6,434 | 91.55 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 104,260 | 1,424.49 | 7,677 | 1,429.08 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 134,238 | 3.67 | 9,884 | 3.92 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 272,876 | 20,092 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 10,128 | 3.15 | 744 | 5.24 | ||||
| 2025-05-14 | 13F | Semmax Financial Advisors Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | FFG Partners, LLC | 3,243 | 1.00 | 239 | 1.28 | ||||
| 2025-07-24 | 13F | Eastern Bank | 29,768 | 15.76 | 2,192 | 16.05 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2,852 | 210 | ||||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 11,294 | 1.39 | 832 | 2.09 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 11,795 | 115.91 | 868 | 116.46 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 335,468 | 10.25 | 24,700 | 10.51 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 74,164 | 195.32 | 5,379 | 191.70 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 150,000 | 11,044 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 13,679 | 20.82 | 1,007 | 21.18 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 288 | 21 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 3,467,056 | 2.09 | 255,280 | 2.34 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 323,248 | 6.37 | 23,801 | 6.63 | ||||
| 2025-08-08 | 13F | Creative Planning | 114,896,140 | 5.83 | 8,459,803 | 6.09 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13,033 | 4.82 | 1 | |||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 6,695 | 3.77 | 493 | 4.02 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 185,684 | 1.00 | 13,672 | 1.24 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 14,363 | 3.24 | 1,058 | 3.53 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 12,988 | 2.43 | 956 | 2.69 | ||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 4,142 | 301 | ||||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 244,386 | 5.61 | 17,994 | 5.87 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 178,083 | 47.57 | 13 | 62.50 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 384,486 | 3.56 | 28,310 | 3.82 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 910,873 | 1.50 | 67,068 | 1.75 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 58,055 | 367.17 | 4,275 | 368.64 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 137,936 | 19.21 | 10,086 | 19.11 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 85,628 | 3.71 | 6,234 | 2.79 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 15,918 | 50.65 | 1,170 | 53.01 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 15,579,083 | 46.87 | 1,147,087 | 47.23 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 23,883 | 0.06 | 1,759 | 0.29 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 45,164 | 756.51 | 3,325 | 759.17 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 11,961 | 56.29 | 881 | 56.58 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 5,823 | 4.09 | 429 | 4.39 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 29,303 | 4.45 | 2,158 | 4.71 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 7,230 | 160.26 | 532 | 160.78 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 533 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 5,757,057 | 0.36 | 423,892 | 0.61 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 182,685 | 3.78 | 13,451 | 5.22 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 481,781 | 6.86 | 35,474 | 7.12 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 11,948 | 2.87 | 880 | 3.05 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 1,349,716 | 1.85 | 98,219 | 0.61 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 9,048 | 0.10 | 666 | 0.45 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 4,080 | 0.07 | 300 | 0.33 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 436,058 | 0.31 | 32,107 | 0.56 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 86,415 | 113.70 | 6,271 | 114.69 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 265,576 | 3.70 | 19,554 | 3.95 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 1,865,460 | 0.54 | 137,354 | 0.79 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 3,122 | 0.10 | 0 | |||||
| 2025-07-30 | 13F | Connors Investor Services Inc | 3,677 | 271 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 4,163 | 0.17 | 307 | 0.33 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 6,573 | 484 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4,792 | 353 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 119,910 | 62.27 | 8,829 | 62.67 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 210,574 | 0.42 | 15,505 | 0.67 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 14,832 | 2.39 | 1,092 | 2.73 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19,572 | 1.73 | 1,441 | 1.98 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 148,792 | 11 |
