Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core Dividend Growth ETF meliputi Kingstone Capital Partners Texas, LLC, ASB Consultores, LLC, Vantage Financial Partners, LLC, Tradewinds, LLC., Midwest Trust Co, Vise Technologies, Inc., Glenmede Investment Management, LP, Providence First Trust Co, Darden Wealth Group Inc, Montag & Caldwell, Llc, Quantinno Capital Management LP, Cornerstone Wealth Group, LLC, CAPROCK Group, Inc., Safeguard Investment Advisory Group, LLC, ONE Advisory Partners, LLC, SCS Capital Management LLC, Squarepoint Ops LLC, Sig Brokerage, Lp, Arista Wealth Management, LLC, dan Tactive Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3,855 | 246 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 115,012 | 30.70 | 7,354 | 42.17 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 12,800 | 62.03 | 814 | 68.53 | |||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 117,330 | 8.39 | 7,502 | 12.19 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 38,484 | 35.42 | 2,461 | 40.17 | ||||
| 2025-07-18 | 13F | Vicus Capital | 303,652 | 5.37 | 19,416 | 9.05 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 7,216 | 0.36 | 446 | 0.91 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3,302 | 17.93 | 211 | 21.97 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 6,445 | 2.96 | 412 | 6.74 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 238,943 | 19.17 | 15,278 | 23.33 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 886 | 57 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 4,954 | 26.18 | 317 | 30.58 | ||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 10,771 | 689 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 445 | 28 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 145 | 5.07 | 9 | 12.50 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3,152 | 202 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 6,519 | 0.35 | 417 | 3.74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,421,536 | 4.29 | 410,593 | 7.93 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 14,243 | 4.82 | 911 | 8.46 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 55,749 | 8.83 | 3,565 | 12.64 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3,493 | 223 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 392 | 25 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 74,621 | 0.52 | 4,771 | 4.03 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 69,474 | 14.59 | 4,442 | 18.61 | ||||
| 2025-07-22 | 13F | Legacy Trust | 14,992 | 26.07 | 959 | 30.52 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 3,528 | 226 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 195,200 | 1.42 | 12,481 | 4.97 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 4,200 | 269 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 14,631 | 178.95 | 935 | 188.58 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 18,007 | 162.26 | 1,151 | 188.47 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 591,822 | 86,423.68 | 38,356 | 91,221.43 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 977 | 0.10 | 62 | 3.33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 178,271 | 4.07 | 11,399 | 11.96 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,864 | 13.52 | 119 | 17.82 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 8,846 | 0.12 | 546 | 0.92 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 103,877 | 1.33 | 6,641 | 4.86 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 453 | 29 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 81,511 | 1.38 | 5,212 | 4.91 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9,503 | 0.04 | 608 | 3.58 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 241,521 | 30.12 | 15,443 | 42.61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7,394,186 | 26.66 | 470,426 | 31.78 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12,709 | 38.71 | 813 | 43.46 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 80,934 | 12.77 | 5,175 | 16.72 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 105,157 | 6,724 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4,534,983 | 25.94 | 290 | 30.18 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 52,056 | 1.15 | 3,371 | 6.04 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 4,147 | 16.26 | 266 | 22.12 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 51,385 | 25.25 | 3,295 | 32.12 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 12,110 | 0.03 | 774 | 3.61 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8,000 | 512 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 20,728 | 2.00 | 1,281 | 2.89 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 41 | 3 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 373 | 56.72 | 24 | 64.29 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 13,706 | 0.15 | 876 | 3.67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10,071 | 0.92 | 644 | 4.38 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 503 | 32 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 780 | 0.52 | 50 | 4.26 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 5,050 | 323 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 44,522 | 0.78 | 2,848 | 4.32 | ||||
| 2025-08-01 | 13F | First National Trust Co | 18,691 | 11.33 | 1,195 | 15.24 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 21,176 | 30.37 | 1,354 | 34.90 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 3,571 | 0.53 | 228 | 4.11 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 231,335 | 1.53 | 14,792 | 5.09 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6,269 | 1.59 | 401 | 4.99 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 3,202 | 205 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 75,347 | 25.88 | 4,818 | 30.33 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17,423 | 1,114 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 665,437 | 0.81 | 42,548 | 4.33 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 4,158 | 266 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 24,121 | 3.81 | 1,542 | 7.46 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 14,796 | 4.25 | 946 | 7.99 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 13,500 | 863 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 35,664 | 0.80 | 2,280 | 4.35 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 4,981 | 22.20 | 318 | 26.69 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2,706 | 0.52 | 173 | 4.22 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 130,437 | 15.16 | 8,431 | 20.49 | ||||
| 2025-08-14 | 13F | Comerica Bank | 619,763 | 10.81 | 39,628 | 14.68 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 4,008 | 2.48 | 260 | 7.47 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 348,063 | 169.10 | 22 | 214.29 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 21,894 | 0.50 | 1,400 | 4.01 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 16,749 | 1.49 | 1,071 | 5.00 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 7,304 | 0.23 | 467 | 3.78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 123,721 | 5.41 | 7,643 | 6.17 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4,528 | 290 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,258,921 | 11.02 | 144,435 | 14.90 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 118,356 | 21.40 | 7,568 | 25.66 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 40,815 | 15.12 | 2,610 | 19.13 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66,886 | 11.90 | 4,277 | 15.82 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 206,586 | 1.23 | 13,209 | 4.77 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 68,095 | 1.46 | 4,354 | 4.99 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 5,768 | 369 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 17,607,648 | 12.17 | 1,125,833 | 16.09 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 101,380 | 16.91 | 6 | 20.00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6,278 | 67.68 | 401 | 73.59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 309,700 | 19,802 | |||||
| 2025-08-13 | 13F | Diametric Capital, LP | 9,064 | 580 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 119,493 | 21.27 | 7,640 | 25.51 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 616,732 | 0.77 | 39,434 | 4.29 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15,454 | 35.10 | 1,000 | 50.15 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 889 | 209.76 | 57 | 229.41 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 165,160 | 0.85 | 10,560 | 4.38 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 194,602 | 26.61 | 12,443 | 31.04 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 7,291 | 466 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4,288,233 | 30.60 | 274,190 | 35.17 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5,271 | 0.21 | 337 | 4.01 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22,706 | 6.11 | 1,452 | 9.76 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 11,145 | 2.69 | 713 | 6.27 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 16,508 | 162.49 | 1,056 | 171.91 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 41,095 | 21.26 | 2,628 | 25.51 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 11,654 | 125.24 | 745 | 133.54 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3,223 | 206 | ||||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 195,249 | 3.52 | 12,484 | 7.14 | ||||
| 2025-07-23 | 13F | Matisse Capital | 115,133 | 0.06 | 7,362 | 3.56 | ||||
| 2025-08-07 | 13F | Nwam Llc | 24,758 | 145.86 | 1,615 | 159.65 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 13,359 | 1.76 | 856 | 5.68 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 5,088 | 325 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 6,864 | 9.82 | 439 | 13.47 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 244,963 | 28.91 | 15,668 | 33.44 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 26,316 | 1,683 | ||||||
| 2025-06-26 | NP | BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,913,324 | 41.27 | 115,067 | 33.85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1,235,100 | 8,659.57 | 78,972 | 8,966.82 | |||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 282 | 18 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27,401 | 5.32 | 1,752 | 8.96 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 70,772 | 0.03 | 4,525 | 3.52 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 214,308 | 8.57 | 13,703 | 12.37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,315,372 | 11.40 | 148,045 | 15.29 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 34,127 | 1.96 | 2,182 | 5.56 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 28,858 | 2.20 | 1,809 | 4.45 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16,020 | 10.57 | 1,024 | 14.41 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 37,006 | 4.87 | 2,366 | 8.53 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,165 | 5.12 | 650 | 8.71 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 25,323 | 7.37 | 1,619 | 11.12 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7,084 | 453 | ||||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 12,184 | 3.80 | 779 | 7.45 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 5,624 | 69.96 | 360 | 75.98 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 115,100 | 48.94 | 7,359 | 54.15 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 7,137 | 0.01 | 456 | 3.64 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8,099 | 18.58 | 518 | 22.80 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 11,180 | 188.52 | 717 | 222.52 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9,821 | 7.15 | 628 | 10.78 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 62,670 | 12.78 | 4,007 | 16.75 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 282,145 | 7.29 | 18,040 | 11.04 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 18,821 | 5.46 | 1,203 | 9.17 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 8,030 | 513 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 70,348 | 4,498 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 142,482 | 5.28 | 9,110 | 8.97 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 78,568 | 22.22 | 5,024 | 26.49 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5,200 | 16.83 | 332 | 21.17 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 4,257 | 272 | ||||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 9,892 | 1.58 | 633 | 11.27 | ||||
| 2025-08-07 | 13F | Gouws Capital LLC | 27,850 | 0.07 | 1,781 | 3.55 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 80,000 | 100.00 | 5 | 150.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 403,000 | 61.61 | 26 | 66.67 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 62,143 | 11.19 | 3,973 | 15.09 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 15,654 | 85.72 | 1,001 | 92.31 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3,519 | 306.35 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 8,316 | 7.90 | 532 | 11.55 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 12,261 | 1.66 | 784 | 5.10 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10,136 | 648 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 17,582 | 23.21 | 1,124 | 27.58 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 22,304 | 0.19 | 1,426 | 3.71 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 18,804 | 14.57 | 1,202 | 18.66 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 261,003 | 3.51 | 16,689 | 7.13 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3,153 | 221.08 | 202 | 235.00 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 241,517 | 5.63 | 15,443 | 9.32 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 173,725 | 1.09 | 11,108 | 4.62 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 235,459 | 2.08 | 15,055 | 5.65 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3,962 | 256 | ||||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 6,961 | 0.13 | 445 | 3.73 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 311,278 | 191.22 | 19,903 | 201.42 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 38,643 | 10.72 | 2,540 | 17.33 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,524,832 | 1.15 | 97,498 | 4.63 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 370,607 | 1.62 | 23,697 | 5.17 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 55,538 | 6.16 | 3,551 | 10.66 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 63 | 4 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,217 | 127.48 | 78 | 133.33 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 83,689 | 8.32 | 5,351 | 12.11 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 3,257 | 208 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 33,462 | 8.22 | 2,129 | 12.59 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 132,452 | 11.31 | 8,469 | 15.20 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 59,422 | 1,089.15 | 3,799 | 1,133.44 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 48,322 | 6.00 | 3,090 | 9.69 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 24,528 | 1,568 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,176 | 4.62 | 0 | |||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 7,906 | 95.89 | 505 | 102.81 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 32,835 | 13.08 | 2,099 | 17.07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 165,826 | 1.74 | 10,603 | 5.29 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 9,628 | 0.05 | 624 | 7.97 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 15,105 | 11.54 | 966 | 15.43 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 28,469 | 39.09 | 1,820 | 43.99 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 52,783 | 0.51 | 3,375 | 4.01 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 54,708 | 7.45 | 3,498 | 11.22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 411 | 0.49 | 26 | 4.00 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 15,750 | 2.51 | 1,007 | 6.11 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 36,720 | 46.62 | 2,348 | 51.71 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 369,817 | 3.75 | 24 | 4.55 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 3,893 | 0.05 | 249 | 3.33 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 152,183 | 1.88 | 9,731 | 5.44 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 28,907 | 48.14 | 1,848 | 53.36 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 44,872 | 0.65 | 2,869 | 4.18 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 39,329 | 7.33 | 2,515 | 11.09 | ||||
| 2025-08-08 | 13F | Creative Planning | 402,701 | 7.83 | 25,749 | 11.59 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 12,067 | 4.93 | 772 | 9.36 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6,200 | 396 | ||||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1,211,386 | 0.89 | 77,456 | 4.42 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 9,854 | 4.72 | 630 | 8.43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,535,976 | 42.37 | 865,424 | 47.34 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 18,016 | 40.41 | 1,152 | 45.33 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 25,622 | 0.37 | 1,638 | 3.87 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 9,598 | 5.35 | 614 | 9.07 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 4,386 | 57.77 | 280 | 63.74 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 40,522 | 115.28 | 2,591 | 129.20 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 10,122 | 1.35 | 647 | 5.03 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 215,993 | 1.13 | 13,811 | 4.67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,214,699 | 6.43 | 77,668 | 10.15 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 212 | 14 | ||||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | 7,133 | 456 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 101,139 | 3.13 | 6,467 | 6.73 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 100,024 | 4.43 | 6,396 | 8.08 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 15 | 1 | ||||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 341,452 | 2.06 | 21,095 | 2.79 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 16,671 | 0.06 | 1 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 90,761 | 108.49 | 5,803 | 115.81 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1,670 | 3.66 | 107 | 7.07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8,000 | 512 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 143,024 | 3.87 | 9,248 | 9.37 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 550,803 | 3.87 | 35 | 9.38 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 512,290 | 2.91 | 32,756 | 6.51 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 14,033 | 6.71 | 915 | 21.68 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4,877 | 17.72 | 316 | 26.91 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 360,344 | 1.39 | 22,925 | 4.41 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 103,768 | 8.97 | 6,635 | 7.52 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 6,333 | 1.60 | 405 | 4.94 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 52,894 | 2.08 | 3,382 | 5.65 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 93 | 6 | ||||||
| 2025-07-22 | 13F | Stanich Group LLC | 7,409 | 8.76 | 481 | 14.29 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 302 | 196.08 | 19 | 216.67 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 61,693 | 1,593.00 | 3,945 | 1,652.89 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 119,762 | 2.36 | 7,658 | 5.94 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 237,137 | 1.54 | 15,163 | 5.09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 215,253 | 50.81 | 13,763 | 57.20 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 74,865 | 6.53 | 4,787 | 10.25 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4,602 | 0.20 | 294 | 3.89 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 27,127 | 0.17 | 1,734 | 3.65 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 14,706 | 24.79 | 940 | 29.12 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 4,879 | 9.25 | 312 | 13.09 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 33,137 | 0.17 | 2,119 | 3.67 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 33,389 | 0.34 | 2,135 | 3.84 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 3,224 | 206 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 113,715 | 6.80 | 7,271 | 10.54 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 6,254 | 27.95 | 400 | 32.56 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14,652 | 1.59 | 937 | 5.05 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 4,445 | 0.52 | 289 | 5.88 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 144,532 | 3.46 | 9,241 | 7.08 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 121 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,490,243 | 13.78 | 95,270 | 17.69 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 160 | 10 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 228,141 | 8.13 | 15,007 | 19.58 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1,023,718 | 101.82 | 65,457 | 108.88 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 63,666 | 4.63 | 4,099 | 8.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6,304,551 | 2.31 | 403,113 | 5.88 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7,831 | 0.47 | 501 | 3.95 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 1,306,447 | 0.32 | 83,534 | 3.82 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 158,631 | 8.01 | 10,143 | 11.78 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 76,937 | 6.22 | 4,919 | 9.95 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 5,558 | 53.66 | 355 | 60.63 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 6,233 | 13.16 | 399 | 17.06 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 25,175 | 0.87 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 152,843 | 0.66 | 9,773 | 4.18 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 13,381 | 0.30 | 873 | 18.48 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 6,320 | 7.41 | 404 | 11.29 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 4,086 | 1.84 | 261 | 5.67 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,204 | 114.62 | 77 | 123.53 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 115,151 | 54.59 | 7,363 | 60.01 | ||||
| 2025-08-14 | 13F | Family Management Corp | 771 | 49 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 83,274 | 151.31 | 5,325 | 160.09 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 28,197 | 2.11 | 1,803 | 5.69 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 289,338 | 6.24 | 18,500 | 9.96 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 24,113 | 12.10 | 1,542 | 16.03 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 11,351 | 2.92 | 726 | 6.46 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 298,917 | 11.76 | 19 | 18.75 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 157,123 | 3.86 | 10,046 | 7.50 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 160,341 | 6.99 | 10,252 | 10.74 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 154,160 | 8.32 | 9,857 | 12.10 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 12,037 | 5.43 | 770 | 9.08 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 12,768 | 12.84 | 816 | 12.55 | ||||
| 2025-08-07 | 13F | Commerce Bank | 9,649 | 16.96 | 617 | 21.02 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6,737 | 2.09 | 431 | 5.65 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 8,214 | 37.24 | 525 | 42.28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18,467,081 | 2.29 | 1,180,785 | 5.87 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 26,873 | 0.11 | 1,762 | 11.67 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18,105 | 1,158 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 26,558 | 3.23 | 1,698 | 6.86 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 35,935 | 8.61 | 2,298 | 12.38 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 4,022 | 0.60 | 257 | 4.47 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 87,705 | 5.33 | 5,608 | 9.00 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 74,970 | 25.61 | 4,794 | 30.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 87,268 | 109.02 | 5,580 | 116.32 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,247 | 10.00 | 272 | 13.87 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 985,564 | 83.07 | 63,017 | 89.47 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 937,050 | 0.07 | 59,915 | 3.57 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 53,656 | 0.58 | 3,529 | 9.49 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1,306,563 | 16.38 | 83,542 | 20.45 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 3,882 | 248 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15,626 | 96.11 | 999 | 103.05 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 9,393 | 601 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 360 | 23 | ||||||
| 2025-08-05 | 13F | Access Investment Management LLC | 760 | 49 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 116,985 | 4.52 | 7,480 | 8.19 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 19,101 | 6.19 | 1,221 | 9.90 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 22,649 | 7.78 | 1,448 | 11.56 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 496 | 32 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 178,849 | 2.42 | 11,436 | 6.00 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 3,240 | 207 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 315,445 | 0.03 | 20,170 | 3.53 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 89,122 | 9.41 | 5,698 | 13.24 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 5,150 | 329 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 133,013 | 8.17 | 8,505 | 11.94 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3,753 | 8.94 | 240 | 12.74 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 4,673 | 0.04 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 4,769,579 | 2.22 | 304,967 | 5.79 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 23,154 | 0.35 | 1,523 | 12.32 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 60,669 | 3,879 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 1,466,401 | 3.48 | 93,762 | 7.10 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 109,995 | 3.67 | 7,033 | 7.29 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 9,570 | 146.97 | 630 | 178.32 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,730 | 0.06 | 111 | 3.77 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2,938 | 3.67 | 188 | 6.86 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 556 | 4.32 | 36 | 9.38 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12,191 | 2.57 | 779 | 6.13 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 846 | 54 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 28,748 | 0.17 | 1,838 | 3.67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 78,707 | 9.16 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 158,529 | 5.64 | 10,136 | 9.33 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,583 | 198.12 | 101 | 215.63 | ||||
| 2025-08-13 | 13F | Capital International Investors | 24,952 | 1.80 | 1,595 | 5.35 | ||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 427,854 | 0.85 | 27,357 | 4.37 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 1,086,095 | 7.79 | 69,445 | 11.56 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 4,771 | 308 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8,259 | 528 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 207,343 | 12.76 | 13,257 | 16.71 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 73,051 | 3.23 | 4,671 | 6.84 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,167 | 14.52 | 75 | 19.35 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 4,030 | 0.17 | 258 | 3.63 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 52,218 | 6.35 | 3,339 | 10.06 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 25,564 | 1,635 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 39 | 2.63 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 69,716 | 4.25 | 4,458 | 7.89 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 93,346 | 7.64 | 5,969 | 11.41 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 63,393 | 1.28 | 4,053 | 4.81 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 40,203 | 1,135.12 | 2,571 | 1,178.61 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 23,543 | 0.27 | 1,505 | 3.79 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 77,380 | 1.33 | 4,948 | 4.88 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 5,890 | 377 | ||||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 31,838 | 9.66 | 2,036 | 13.50 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 641,880 | 0.78 | 41,042 | 4.30 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 892,804 | 7.81 | 57,086 | 17.28 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 113,299 | 5.38 | 7,244 | 9.06 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 21,200 | 21.81 | 1,356 | 26.05 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 25,886 | 469.05 | 1,655 | 488.97 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3,946 | 252 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 820 | 166.23 | 52 | 173.68 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 255,380 | 58.55 | 16,329 | 64.09 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 165,444 | 0.83 | 10,579 | 4.36 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 522,050 | 1.96 | 33 | 6.45 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 75,362 | 11.95 | 4,819 | 15.87 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1,243,746 | 0.15 | 79,525 | 3.65 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 369,708 | 2.19 | 23,964 | 19.96 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 291,354 | 2.38 | 19 | 5.88 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 75,170 | 2.64 | 4,806 | 6.23 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 447 | 0.45 | 29 | 3.70 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 84,983 | 5.19 | 5,434 | 8.86 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5,331 | 341 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 51,582 | 0.78 | 3,298 | 4.30 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 6,036 | 20.84 | 386 | 25.00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 32,956 | 4.37 | 2,107 | 8.05 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 7,155 | 0.80 | 457 | 5.06 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 6,444 | 0.17 | 412 | 3.53 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 25,675 | 20.26 | 1,642 | 24.51 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 36,803 | 87.21 | 2,353 | 93.82 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 17,762 | 2.72 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4,612,913 | 1.98 | 294,950 | 5.55 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 3,222 | 206 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 63,150 | 14.35 | 4,038 | 18.35 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 204,709 | 6.37 | 13,089 | 10.09 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 30,133 | 2.98 | 1,927 | 6.59 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 137,746 | 0.04 | 8,807 | 3.54 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,510 | 2.37 | 93 | 3.33 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 14,807 | 42.65 | 947 | 47.58 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 45,674 | 42.84 | 2,920 | 47.85 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 6,910 | 58.60 | 442 | 63.94 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 8,512 | 12.74 | 526 | 9.60 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 4,346 | 0.23 | 278 | 3.75 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 48 | 3 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8,330 | 74.52 | 1 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 7,199 | 15.15 | 460 | 19.17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 46,500 | 85.26 | 2,973 | 91.81 | |||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 26,099 | 2.85 | 1,669 | 6.45 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 5,300 | 339 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 434 | 28 | ||||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 7,796 | 2.70 | 498 | 6.41 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2,449 | 394.75 | 157 | 420.00 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 152,464 | 1.72 | 9,749 | 5.27 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 11,536 | 0.03 | 738 | 3.51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,849 | 758 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 119,616 | 1.83 | 7,648 | 5.39 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 5,648 | 4.40 | 361 | 8.08 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1,603 | 102 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7,961,214 | 3.35 | 509,040 | 6.96 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 95,913 | 42.49 | 6,133 | 47.47 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,480 | 0.14 | 95 | 3.30 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 30,297 | 3.48 | 1,937 | 7.97 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 258 | 17 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 4,620 | 11.19 | 295 | 16.14 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 11,232 | 0.41 | 718 | 3.91 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 18,640 | 16.38 | 1,192 | 20.42 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3,512 | 0.98 | 225 | 4.67 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 81,514 | 0.67 | 5,000 | -0.04 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 128,532 | 3.89 | 8,218 | 7.52 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 6,552 | 9.31 | 419 | 12.97 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 291 | 2.47 | ||||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 7,161 | 0.28 | 458 | 3.63 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 4,353 | 11.44 | 278 | 15.35 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 339,572 | 14.50 | 21,712 | 18.51 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6,936 | 69.29 | 443 | 75.10 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 3,129 | 200 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 698,756 | 33.33 | 44,678 | 37.99 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4,430 | 283 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7,904,167 | 15.83 | 504,803 | 19.69 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3,220 | 206 | ||||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 303,550 | 6.68 | 19,697 | 12.05 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 81,630 | 4.64 | 5,219 | 8.30 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3,755 | 0.35 | 240 | 3.90 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 48,384 | 25.84 | 3,094 | 30.23 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 284,544 | 1.10 | 18,194 | 4.64 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 573,454 | 3.18 | 36,667 | 6.79 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 38,050 | 4.53 | 2,433 | 8.47 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4,095 | 1.14 | 262 | 4.40 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 22,996 | 23.75 | 1,470 | 28.16 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 36,753 | 3.46 | 2,350 | 7.06 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 52,636 | 6.13 | 3,366 | 9.86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,000,781 | 1.81 | 64 | 5.00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 53,163 | 12.00 | 3,399 | 15.93 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 20,195 | 5.41 | 1,291 | 9.13 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 5,707 | 29.70 | 365 | 34.32 | ||||
| 2025-07-16 | 13F | Novem Group | 10,850 | 8.91 | 694 | 12.68 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,783,116 | 0.97 | 114,012 | 4.50 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 159,858 | 7.07 | 10,221 | 10.70 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 62,009 | 34.44 | 3,965 | 39.14 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 127,836 | 14.60 | 8,174 | 18.60 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 95,908 | 1.99 | 6,132 | 5.56 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 37,671 | 77.24 | 2,409 | 83.40 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 274,356 | 20.64 | 17,542 | 24.86 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 128,798 | 17.45 | 8,235 | 21.55 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 6,022 | 0.37 | 385 | 4.05 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 15,582 | 12.35 | 996 | 16.36 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 31,541 | 127.24 | 2,017 | 135.24 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24,899 | 10.90 | 1,592 | 15.11 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10,045 | 0.23 | 642 | 3.72 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 11,044 | 40.29 | 706 | 58.30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 89,249 | 1.31 | 5,707 | 4.85 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 118,024 | 3.01 | 7,546 | 6.61 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 256,739 | 3.33 | 16,642 | 18.69 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 461 | 30 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 47,114 | 0.12 | 3,012 | 3.61 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 66,833 | 43.82 | 4,273 | 48.89 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3,154 | 0 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 132,462 | 2.75 | 8,470 | 6.34 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 12,720 | 0.01 | 1 | |||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4,574 | 292 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 9,961 | 647 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1,274 | 0.47 | 81 | 3.85 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 112,496 | 0.05 | 7,193 | 3.56 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 12,991 | 1.41 | 831 | 4.93 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 207 | 13 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 16,741 | 11.43 | 1,070 | 15.30 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 188,978 | 0.84 | 12,083 | 4.37 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 29,140 | 8.53 | 1,863 | 12.36 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 27,443 | 13.79 | 1,755 | 17.80 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 443,465 | 6.89 | 28,355 | 10.63 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 13,552 | 0.21 | 1 | |||||
| 2025-09-03 | 13F | American Trust | 917,657 | 44.48 | 58,675 | 49.53 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 23,624 | 0.13 | 1,533 | 17.74 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 3,140 | 201 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 20,005 | 10,891.76 | 1,279 | 11,527.27 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 26,301 | 1.45 | 1,682 | 5.00 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 3,454 | 0.09 | 221 | 3.29 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 57,981 | 13.53 | 3,707 | 17.50 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 41,108 | 1.29 | 2,628 | 4.83 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24,667 | 81.51 | 1,577 | 87.96 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 26,381 | 5.00 | 1,687 | 8.63 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 56,257 | 57.28 | 3,597 | 62.83 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 170,033 | 3.35 | 10,872 | 6.96 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 83 | 5 | ||||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 42,637 | 0.16 | 2,726 | 3.69 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 341,904 | 16.49 | 21,906 | 22.04 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 9,516 | 7.17 | 608 | 10.95 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 13,285 | 21.86 | 849 | 26.15 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 6,249 | 0.13 | 400 | 3.64 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 29,919 | 0.61 | 1,913 | 4.14 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 188,560 | 0.24 | 12,057 | 3.75 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 5,260 | 0.04 | 336 | 3.70 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 73,561 | 27.58 | 4,703 | 32.03 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 34,510 | 1.36 | 2,207 | 4.90 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 6,694 | 0.65 | 428 | 4.39 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 278,439 | 51.77 | 17,803 | 57.08 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2,369 | 23.26 | 151 | 27.97 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 658,709 | 2.14 | 42,704 | 7.19 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 4,308 | 0.40 | 275 | 3.77 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 948 | 61 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 111,102 | 0.02 | 7,104 | 3.51 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 13,687 | 0.74 | 875 | 4.29 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 19,070 | 2.70 | 1,219 | 6.28 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 83,270 | 6.92 | 5,324 | 10.66 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 13,633 | 0.21 | 872 | 3.69 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3,616 | 231 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 147,778 | 2.37 | 9,130 | 3.09 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 24,793 | 98.53 | 1,609 | 120.88 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10,097 | 646 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10,612 | 39.43 | 679 | 44.26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 18,783,222 | 1.28 | 1,200,999 | 4.82 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2,550 | 0.51 | 163 | 4.49 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 17,859 | 1,142 | ||||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 1,350 | 86 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 9,361 | 616 | ||||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 19,201 | 0.07 | 1,186 | -2.31 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 67,580 | 23.00 | 4,175 | 23.89 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 5,138 | 2.29 | 329 | 5.81 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 23,097 | 151.33 | 1,477 | 160.32 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 27,065 | 3.39 | 1,731 | 6.99 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 14,631 | 935 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 124,444 | 13.47 | 7,957 | 17.43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 401,987 | 31.09 | 25,703 | 35.68 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 249 | 16 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 17,561 | 1.97 | 1,123 | 5.55 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 42,061 | 2.08 | 2,689 | 5.66 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 238,806 | 19.67 | 15,269 | 24.09 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 51,460 | 1.31 | 3,290 | 4.84 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 99,259 | 11.89 | 6,347 | 15.80 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 5,325 | 0.53 | 340 | 3.98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 58,146 | 5.31 | 3,718 | 8.97 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 504,449 | 1.62 | 32,254 | 5.17 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 1,470 | 0.55 | 94 | 3.33 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 468,966 | 5.15 | 29,986 | 8.83 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 456,285 | 15.65 | 29,175 | 19.69 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 285 | 18 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 107,041 | 7.70 | 7 | 0.00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 394,974 | 0.59 | 25,255 | 4.11 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 71,200 | 4,553 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 106,841 | 16.89 | 6,831 | 20.97 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13,017 | 2.92 | 1 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 7,623 | 24.19 | 487 | 28.50 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 19,453 | 6.83 | 1 | 0.00 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 6,382 | 1.24 | 394 | 2.07 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 284,390 | 15.74 | 18,184 | 19.79 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 3,265 | 0.09 | 209 | 3.48 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3,206 | 205 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 133,154 | 15.15 | 8,514 | 19.18 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 28,868 | 0.09 | 1,846 | 3.59 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 22,067 | 1.41 | 1,411 | 4.91 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 3,546 | 227 | ||||||
| 2025-08-13 | 13F | Morton Community Bank | 282,892 | 4.32 | 18,088 | 7.97 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 103,054 | 164.11 | 6,589 | 173.40 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7,193 | 0.45 | 460 | 3.85 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 4,441 | 284 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,949 | 125 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 116,472 | 8.58 | 7,447 | 12.39 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 54,517 | 3.61 | 3,486 | 7.23 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 40,208 | 2,571 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 11,813 | 0.02 | 755 | 3.57 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 52,003 | 0.00 | 3,325 | 3.52 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 76,779 | 0.17 | 4,909 | 3.67 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 96,951 | 4.22 | 6,199 | 7.88 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 48,807 | 8.28 | 3,183 | 14.33 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 173,364 | 3.29 | 11,085 | 6.91 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 53,529 | 19.24 | 3,423 | 23.40 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 31,808 | 18.80 | 2 | 100.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 598,621 | 0.08 | 38,276 | 3.58 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4,162 | 33.48 | 266 | 38.54 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 221,299 | 4.94 | 14,219 | 9.14 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 18,947 | 4.70 | 1,212 | 8.32 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6,949 | 444 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 84,462 | 0.17 | 5,400 | 3.69 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 25,420 | 26.55 | 1,625 | 30.94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,530,119 | 9.20 | 225,716 | 13.02 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 5,345 | 15.99 | 342 | 20.07 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 3,680 | 12.81 | 235 | 16.92 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 11,279 | 3.18 | 721 | 6.81 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 7,362 | 41.99 | 471 | 46.88 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 6,961 | 445 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 122,236 | 14.49 | 7,816 | 18.50 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,651 | 54,933.33 | 106 | |||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 278,800 | 3.72 | 17,826 | 7.35 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 180 | 12 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 104,665 | 2.95 | 6,692 | 6.54 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,768 | 113 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2,740,517 | 142 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 20,583 | 48.70 | 1,316 | 53.92 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,099,252 | 13.21 | 70,286 | 17.17 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 123,376 | 1.71 | 7,889 | 5.06 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 42,678 | 83.15 | 2,729 | 89.58 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 603,948 | 3.21 | 38,616 | 6.81 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7,994 | 8.11 | 511 | 12.06 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 219,291 | 2.43 | 14,021 | 6.01 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 775,639 | 1.69 | 49,594 | 5.25 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 31,868 | 0.18 | 2,038 | 3.66 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 116,325 | 1.45 | 7,438 | 5.00 | ||||
| 2025-07-02 | 13F | Norway Savings Bank | 43,944 | 20.82 | 2,810 | 25.07 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 172,578 | 1.69 | 11,035 | 1.49 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 49,358 | 4.98 | 3,156 | 8.64 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 36,604 | 50.05 | 2,340 | 55.28 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 40,122 | 274.94 | 2,565 | 288.05 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 10,148 | 0.50 | 649 | 4.01 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5,554 | 5.41 | 355 | 9.23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 414,793 | 6.64 | 26,522 | 10.37 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2,328 | 0.30 | 149 | 3.50 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,429 | 8.45 | 347 | 12.30 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 857 | 0.59 | 55 | 3.85 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 976 | 0.41 | 62 | 3.33 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9,617 | 24.72 | 615 | 28.99 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9,972 | 616 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 13,489 | 16.03 | 862 | 20.06 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 38,480 | 0.09 | 2,460 | 3.58 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 25,158 | 10.21 | 1,609 | 14.04 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4,507 | 8.39 | 288 | 12.50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,459,259 | 6.14 | 157,246 | 9.86 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 6,144 | 393 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 725,560 | 5.80 | 46,392 | 9.50 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 10,115 | 0.08 | 647 | 3.53 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 44,476 | 9.56 | 2,844 | 13.40 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 498,427 | 4.15 | 31,869 | 7.79 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 363,065 | 3.58 | 23,214 | 7.20 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18,387 | 20.43 | 1,176 | 24.60 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 14,180 | 0.31 | 907 | 3.78 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 36,188 | 30.83 | 2,314 | 35.42 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 514,500 | 126.35 | 32,897 | 135.15 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 238 | 15 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,657 | 106 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 321,004 | 1.75 | 20,525 | 5.31 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 19,240 | 7.67 | 1,230 | 11.41 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 6,642 | 30.39 | 425 | 35.03 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 48,139 | 4.73 | 3,078 | 8.42 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17,570 | 11.13 | 1,123 | 15.06 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 117,214 | 3.73 | 7,495 | 7.35 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16,470 | 1,053 | ||||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 8,233 | 0.02 | 1 |
