Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Select Dividend ETF meliputi Kingstone Capital Partners Texas, LLC, Glenmede Investment Management, LP, Capula Management Ltd, Ballast, Inc., Midwest Trust Co, Diametric Capital, LP, LOM Asset Management Ltd, West Tower Group, LLC, Prelude Capital Management, Llc, Charter Capital Management, LLC\DE, Connable Office Inc, Primoris Wealth Advisors, Llc, First Fiduciary Investment Counsel, Inc., CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares, Vise Technologies, Inc., JB Capital LLC, TPG Financial Advisors, LLC, Harbor Asset Planning, Inc., Accelerate Investment Advisors LLC, dan Summit Investment Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 51,959 | 8.97 | 7 | 0.00 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 13,634 | 0.06 | 1,811 | -1.04 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,088 | 277 | ||||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 920 | 4.31 | 122 | 3.39 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 2,494 | 42.92 | 278 | 18.80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 127,928 | 18.87 | 16,990 | 17.56 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 9,014 | 0.81 | 1,197 | -0.25 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 4,720 | 1.16 | 627 | 0.00 | ||||
| 2025-06-30 | NP | CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares | 2,850 | 366 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 122 | 16 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 2,777 | 29.04 | 369 | 27.78 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 23,573 | 14.40 | 3,131 | 13.12 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 9,620 | 0.95 | 1,278 | -0.16 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1,695 | 225 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 2,180 | 290 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 24,885 | 16.91 | 3,305 | 15.64 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 1,655 | 0.30 | 220 | -0.90 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 80 | 11 | ||||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2,708 | 10.76 | 360 | 9.45 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 2,619 | 0.04 | 348 | -1.14 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8,353 | 0.85 | 1,109 | -0.27 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 1,623 | 0.81 | 216 | -0.46 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 3,278 | 102.60 | 435 | 100.46 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7,651 | 42.26 | 1,016 | 40.72 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 98,504 | 1.50 | 13,228 | 3.82 | ||||
| 2025-08-06 | 13F | Simmons Bank | 12,640 | 1.98 | 1,679 | 0.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,235 | 25.56 | 297 | 23.85 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 43,846 | 8.65 | 5,823 | 7.46 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 42,919 | 15.21 | 5,700 | 13.95 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 11,185 | 0.69 | 1,486 | -0.40 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4,098 | 0.81 | 544 | -0.18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 209,165 | 4.45 | 28,582 | 6.29 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2,360 | 3.01 | 313 | 1.95 | ||||
| 2025-08-04 | 13F | Balentine LLC | 34,672 | 4.85 | 4,605 | 3.69 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 24,543 | 52.78 | 3,260 | 51.09 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 2,174 | 6.20 | 289 | 5.11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 16,288 | 161.57 | 2,138 | 155.74 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 1,955 | 0.93 | 262 | 4.82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22,256 | 14.28 | 2,956 | 13.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 14 | 600.00 | 2 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 7,815 | 32.12 | 1,049 | 35.18 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 120 | 16 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 9,503 | 0.17 | 1,262 | -0.94 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 15,863 | 0.03 | 2,107 | -1.08 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 22,291 | 1.34 | 2,960 | 0.24 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 66,928 | 4.59 | 8,889 | 3.43 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6,365 | 3.24 | 845 | 2.18 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2,041 | 0.10 | 271 | -0.73 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,391 | 0.09 | 583 | -1.02 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 4,174 | 5.94 | 554 | 4.73 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 13,432 | 22.09 | 1,784 | 20.72 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 59,587 | 6.99 | 7,914 | 5.80 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 204,864 | 0.29 | 27,211 | -0.80 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 469 | 0.43 | 62 | 0.00 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 49,157 | 1.53 | 6,529 | 0.40 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 32,713 | 2.34 | 4,345 | 1.21 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 161 | 0.62 | 21 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,060,605 | 34.45 | 406,479 | 32.96 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 1,308 | 174 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 240 | 0.84 | 32 | 0.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,197 | 0.08 | 159 | -1.25 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 4,495 | 37.25 | 597 | 35.76 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,179 | 31.88 | 157 | 30.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 18,915 | 49.09 | 2,512 | 47.50 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 1,594 | 0.69 | 212 | -0.47 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,822 | 5.93 | 242 | 4.78 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 376 | 3.01 | 50 | 0.00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3,012 | 10.98 | 400 | 9.89 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 4,113 | 546 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 77,878 | 0.42 | 10,343 | -0.69 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 30,425 | 3.86 | 4,041 | 2.72 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,479 | 329 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 7,100 | 91.89 | 943 | 89.92 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 7,100 | 91.89 | 943 | 89.92 | |||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 2,891 | 0.98 | 390 | 1.56 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | 43,303 | 5,751 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 9,306 | 0.57 | 1,236 | -0.56 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 8,978 | 6.05 | 1,192 | 4.93 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 1,574 | 2.81 | 209 | 1.46 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 126,039 | 4.61 | 16,739 | 3.45 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 633 | 84 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 2,057 | 273 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 1,889 | 0.96 | 251 | -0.40 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5,842 | 0.07 | 776 | -1.02 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 121,224 | 4.05 | 16,100 | 2.90 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 21,095 | 8.13 | 2,802 | 6.95 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 4,036 | 7.48 | 536 | 6.35 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1,500 | 7.14 | 199 | 5.85 | ||||
| 2025-08-13 | 13F | Diametric Capital, LP | 16,138 | 2,143 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 2,402 | 0.04 | 319 | -1.24 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 221 | 30 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2,116 | 0 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2,002 | 24.97 | 266 | 23.26 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 27,513 | 14.67 | 3,654 | 18.60 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4,781 | 14.38 | 635 | 13.01 | ||||
| 2025-08-14 | 13F | Fmr Llc | 151,814 | 0.08 | 20,162 | -1.02 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7,136 | 153.23 | 948 | 150.53 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 23,484 | 1.54 | 3,119 | 0.42 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 15,338 | 0.76 | 2,037 | -0.34 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 46,311 | 47.44 | 6,151 | 45.84 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 43,065 | 12.15 | 5,719 | 10.92 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 3,659 | 21.36 | 491 | 24.30 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 38,114 | 7.63 | 5,062 | 6.44 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 21,357 | 2,836 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 145,736 | 0.22 | 19,355 | -0.89 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 15,124 | 2.32 | 2,009 | 1.21 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2,523 | 335 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3,534 | 3.64 | 469 | 2.63 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 459 | 82.14 | 61 | 81.82 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 5,465 | 5.50 | 726 | 4.32 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 2,440 | 0.58 | 324 | 3.85 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 8,740 | 1.72 | 1,161 | 0.61 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 57,075 | 6.48 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 835,300 | 1,073.17 | 110,936 | 1,060.30 | |||
| 2025-08-04 | 13F | AMG National Trust Bank | 299,320 | 0.39 | 39,753 | -0.72 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10,578 | 1 | ||||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 3,086 | 0.16 | 410 | -0.97 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9,629 | 1.03 | 1,279 | -0.08 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,159 | 18.26 | 1,084 | 16.95 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1,772 | 7.33 | 237 | 17.91 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,070 | 14.04 | 1 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,897,610 | 13,158.87 | 14 | -99.27 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 4,234 | 127.15 | 574 | 144.87 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 115,154 | 57.78 | 15,552 | 58.67 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 45,999 | 11.20 | 6,109 | 9.97 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 9,961 | 2.25 | 1,323 | 1.07 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13,021 | 0.28 | 1,729 | -0.80 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 16,066 | 6.74 | 2,134 | 5.54 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2,860 | 1.78 | 380 | 0.53 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 33,797 | 162.01 | 4 | 300.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 23,326 | 4.96 | 3,098 | 3.79 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3,495 | 0.84 | 464 | -0.22 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 2,210 | 9.41 | 294 | 23.63 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 5,708 | 1.28 | 758 | 0.26 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 3,497 | 0.06 | 464 | -1.07 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 11,270 | 8.27 | 1,497 | 7.09 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2,097 | 0.33 | 279 | -0.71 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 17,965 | 0.63 | 2,386 | -0.50 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6,053 | 4.27 | 804 | 3.08 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 20,056 | 0.52 | 2,664 | -0.60 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 31,477 | 5.08 | 4,181 | 3.93 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 7,884 | 65.53 | 1,047 | 63.85 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 21,665 | 16.91 | 2,877 | 15.64 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3,227 | 13.35 | 429 | 12.04 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 6,889 | 915 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 11,418 | 0.66 | 1,516 | -0.46 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 1,844 | 1.77 | 245 | 0.41 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 13,583 | 53.72 | 1,804 | 52.02 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 15,440 | 1.48 | 2,051 | 0.34 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 11 | 120.00 | 1 | |||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 371 | 1.09 | 49 | -2.00 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3,797 | 504 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 5,120 | 0.16 | 694 | 6.12 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2,825 | 112.73 | 375 | 110.67 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2,675 | 6.36 | 355 | 5.34 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 16,711 | 4.29 | 2,219 | 3.16 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2,609 | 1.12 | 347 | 0.00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 2,133 | 0.05 | 283 | -1.05 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 3,353 | 0.84 | 445 | -0.22 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 1,726 | 0.23 | 229 | -0.87 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 10,181 | 0.32 | 1,352 | -0.73 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 171 | 23 | ||||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 206 | 27 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 300 | 41 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 25,042 | 0.69 | 3,325 | -0.42 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 3,150 | 418 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 6,000 | 0.22 | 797 | -1.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 518 | 69 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 40,926 | 1.23 | 5,435 | 0.11 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 6,087 | 0.08 | 808 | -0.98 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 3,395 | 0.83 | 460 | 1.55 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 7,176 | 11.93 | 953 | 10.81 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 5,239 | 3.60 | 696 | 2.36 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 7,057 | 0.71 | 937 | -0.32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 38,700 | 93.50 | 5,140 | 91.40 | |||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 2,357 | 0.38 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,006 | 0.10 | 1,595 | -0.99 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 16,309 | 3.04 | 2,166 | 1.88 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 9,475 | 0.78 | 1,258 | -0.32 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 1,534 | 0.92 | 204 | -0.49 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 4,054 | 0.77 | 538 | -0.37 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 1,908 | 169.49 | 253 | -1.17 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2,040 | 0.89 | 271 | -0.37 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 12,428 | 0.13 | 1,651 | -0.96 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 2,828 | 1.22 | 376 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,697,751 | 5.24 | 225,478 | 4.08 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3,161 | 59.65 | 420 | 56.93 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 22,106 | 21.91 | 3,023 | 29.81 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 2,795 | 28.56 | 371 | 27.49 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 7,653 | 1,016 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 388,313 | 0.74 | 51,572 | -0.37 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,649 | 12.42 | 485 | 11.26 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 2,698 | 0.30 | 358 | -0.83 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 288 | 38 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,110 | 0.24 | 280 | -0.71 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 3,467 | 0.17 | 460 | -0.86 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 7,264 | 0.94 | 965 | -0.21 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 9,168 | 0.39 | 1,218 | -0.73 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 26 | 4.00 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,769 | 12.18 | 235 | 10.90 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 11,733 | 0.14 | 1,558 | -0.95 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 313,543 | 4.87 | 41,642 | 3.71 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 8,049 | 27.32 | 1,069 | 25.94 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12,287 | 120.32 | 1,632 | 118.05 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7,921 | 7.81 | 1,052 | 6.59 | ||||
| 2025-07-31 | 13F | United Community Bank | 5,275 | 0.29 | 701 | -0.85 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 87,896 | 0.45 | 11,673 | -0.66 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4,683 | 0.95 | 622 | -0.16 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 4,420 | 0.55 | 601 | 10.28 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 110,866 | 5.99 | 14,724 | 4.83 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 4,877 | 239.15 | 648 | 235.23 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3,347 | 0.09 | 444 | -1.11 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18,345 | 2,436 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 17,991 | 18.94 | 2,389 | 17.63 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 5,003 | 664 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 15,286 | 0.79 | 2,030 | -0.29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 18,689 | 7.22 | 2,482 | 6.07 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 2,034 | 0.39 | 270 | -0.74 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 74 | 1.37 | 10 | 0.00 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 3,850 | 511 | ||||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 3,489 | 5.28 | 463 | 4.04 | ||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 18,598 | 96.89 | 2,470 | 94.79 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 8,280 | 64.61 | 1,100 | 62.81 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 1,612 | 0.94 | 214 | 0.00 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2,638 | 0.19 | 350 | -0.85 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11,704 | 5.30 | 1,554 | 4.16 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7,467 | 16.73 | 992 | 18.12 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 935 | 81.20 | 124 | 85.07 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 10,981 | 2.43 | 1,458 | 1.32 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 2,021 | 2.54 | 268 | 1.52 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 19,350 | 0.02 | 2,570 | -1.12 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 309 | 0.98 | 41 | 0.00 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 15,455 | 16.79 | 2,053 | 15.48 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1,011,427 | 2.72 | 134,328 | 1.59 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 6,979 | 0.01 | 964 | 9.68 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 22,759 | 0.70 | 3,023 | -0.43 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 14,124 | 0.37 | 1,876 | -0.74 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7,491 | 28.18 | 995 | 26.91 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,870 | 58.30 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 2,683 | 43.09 | 356 | 41.83 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 2,572 | 4.21 | 342 | 3.02 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1,760 | 234 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 52,812 | 0.03 | 7,014 | -1.07 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 29,709 | 10.36 | 3,946 | 9.13 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1,683 | 8.72 | 223 | 7.73 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 34,070 | 2.38 | 4,524 | 1.25 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 4,806 | 638 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5,590 | 25.51 | 768 | 35.75 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2,256 | 6.52 | 300 | 5.28 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 62,114 | 3.15 | 8,577 | 11.56 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 58,321 | 0.23 | 7,935 | 8.37 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 248,961 | 0.67 | 33,433 | 2.97 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 91,094 | 4.35 | 12,098 | 3.20 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4,743 | 0.59 | 630 | -0.63 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 5,752 | 0.61 | 764 | -0.52 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10,870 | 1 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 4,431 | 588 | ||||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 3,206 | 0.22 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,683 | 0.11 | 356 | -0.84 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 7,289 | 0.76 | 968 | -0.31 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 18,785 | 0.08 | 2,602 | 7.39 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 24,644 | 44.03 | 3,273 | 42.45 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 26,650 | 10.14 | 3,539 | 8.93 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 2,141 | 284 | ||||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 34,938 | 4.46 | 4,640 | 3.32 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 6,426 | 0.71 | 853 | -0.35 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 71,166 | 2.64 | 9,452 | 1.50 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 84 | 11 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 70,966 | 10.08 | 9,425 | 8.87 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3,426 | 0.59 | 455 | -0.44 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 32,218 | 2.94 | 4,279 | 1.81 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 23,383 | 40.39 | 3,106 | 38.86 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 32,115 | 2.91 | 4,265 | 1.79 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 936 | 0.75 | 124 | 0.00 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 7,747 | 1.27 | 1,029 | 0.10 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 38,753 | 2.17 | ||||||
| 2025-07-07 | 13F | Fox Hill Wealth Management | 11,038 | 1.40 | 1,466 | 0.27 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 175,376 | 0.94 | 23,298 | -0.03 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 6,403 | 0.25 | 850 | -0.82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,762,283 | 2.88 | 499,669 | 1.75 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 9,765 | 0.56 | 1,297 | -0.61 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 22,506 | 0.83 | 2,989 | -0.27 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 11,835 | 0.08 | 1,572 | -1.07 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 392,838 | 3.80 | 52,159 | 2.69 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 3,286 | 436 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,863 | 247 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 4,214 | 0.29 | 560 | -0.89 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,137,906 | 1.34 | 151,125 | 0.22 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 7,279 | 0.01 | 967 | -1.13 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 60,165 | 15.08 | 7,991 | 13.82 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 3,723 | 0.11 | 494 | -1.00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2,580 | 21.13 | 343 | 19.58 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 30,293 | 0.78 | 4,108 | 1.78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,414 | 1.36 | 1,117 | 0.27 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 2,835 | 0.60 | 376 | -0.53 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 20,053 | 2.90 | 2,663 | 1.76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 352,044 | 16.31 | 46,831 | 15.13 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 172,307 | 8.17 | 22,884 | 6.98 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 2,888 | 0.94 | 384 | -0.26 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1,559 | 207 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 70 | 180.00 | 9 | 200.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 7,768 | 0.05 | 1,032 | -1.06 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 1,925 | 1.32 | 256 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9,297 | 0.52 | 1,235 | -0.64 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,128 | 1.71 | 150 | 2.76 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,199 | 159 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 30,764 | 0.74 | 4,086 | -0.37 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 1,800 | 242 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 25,653 | 57.25 | 3,390 | 54.75 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,867 | 0.27 | 248 | -1.20 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 3,997 | 1.52 | 531 | 0.38 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 1,899 | 252 | ||||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2,770 | 7.87 | 368 | 6.69 | ||||
| 2025-07-29 | 13F | West Tower Group, LLC | 13,000 | 1,727 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 8,755 | 118.11 | 1,163 | 115.58 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5,451 | 191.50 | 724 | 188.05 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 483 | 0.84 | 64 | 0.00 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 40,272 | 0.90 | 5,348 | -0.21 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 57,651 | 3.17 | 7,657 | 2.03 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 14,313 | 3.48 | 1,901 | 2.32 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7,750 | 0.16 | 1,029 | -0.96 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 95,033 | 1.27 | 12,621 | 0.16 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 156,352 | 4.87 | 20,765 | 3.71 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 10,644 | 10.15 | 1,414 | 8.94 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 4,056 | 3.31 | 539 | 2.09 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 2,040 | 0.15 | 274 | 0.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,726 | 0.05 | 760 | -1.04 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 5,135 | 0.31 | 682 | -0.87 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 3,558 | 1.51 | 473 | 0.43 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 2,150 | 286 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 129,405 | 129.74 | 17,186 | 127.21 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 6,820 | 0.19 | 906 | -0.98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 133,408 | 10.24 | 17,718 | 10.13 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 10,808 | 9.19 | 1,435 | 7.98 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 3,591 | 0.96 | 477 | -0.21 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 24,075 | 1.29 | 3,197 | 0.19 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 15,310 | 1.07 | 2,033 | -0.05 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 12,623 | 0.14 | 1,676 | -0.95 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 378 | 0.53 | 50 | 2.04 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 16,508 | 230.16 | 2,192 | 226.68 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 790 | 3.00 | 106 | 6.00 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 173,966 | 6.79 | 23,104 | 5.61 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2,245 | 0.58 | 298 | -0.33 | ||||
| 2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 1,011,427 | 2.72 | 134,328 | 1.59 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 50 | 7 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 56,816 | 91.96 | 7,546 | 89.91 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 16,800 | 0.60 | 2,231 | 0.68 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 44,103 | 1.55 | 5,858 | 0.43 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 1,638 | 218 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 23,353 | 1.65 | 3,101 | 0.52 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 1,648 | 2.74 | 219 | 1.40 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5,031 | 0.04 | 668 | -1.04 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 4,715 | 1.44 | 626 | 0.32 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 2,242 | 4.67 | 298 | 3.48 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 13,718 | 0.90 | 1,822 | -0.22 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 103,340 | 6.53 | 13,725 | 5.36 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 4,459 | 36.82 | 592 | 37.04 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 28,989 | 1.01 | 3,850 | -0.08 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 234 | 31 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 10,671 | 0.04 | 1,417 | -1.05 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 16,809 | 3.12 | 2,232 | 1.96 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 15,866 | 0.63 | 2,107 | -0.47 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 2,666 | 1.76 | 354 | 0.85 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 222 | 29 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 13,167 | 14.72 | 1,781 | 15.89 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 2,131 | 3.60 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 6,134 | 0.21 | 1 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4,990 | 0.58 | 677 | 1.50 | ||||
| 2025-09-03 | 13F | American Trust | 1,983 | 263 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 2,318 | 0.65 | 308 | -0.65 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 5,323 | 0.02 | 707 | -0.98 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 1,836 | 244 | ||||||
| 2025-07-17 | 13F | Peoples Financial Services Corp. | 951 | 8.44 | 126 | 7.69 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 23,797 | 0.13 | 3,161 | -0.97 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 1,570 | 213 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 26,083 | 4.84 | 3,464 | 3.71 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 1,561 | 0.13 | 207 | -0.96 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 13,229 | 0.46 | 1,757 | -0.68 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 1,955 | 260 | ||||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 1,564 | 0.58 | 208 | -0.48 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5,302 | 24.61 | 704 | 23.29 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 90,409 | 0.36 | 12,007 | -0.74 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 4,658 | 12.43 | 619 | 11.15 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 4,046 | 0.07 | 537 | -0.92 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6,097 | 89.17 | 810 | 87.27 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 2,115 | 281 | ||||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 5,092 | 1.01 | 676 | 0.00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 31,852 | 0.65 | 4,230 | -0.45 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 27,326 | 9.94 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 27,096 | 0.18 | 3,599 | -0.94 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 404 | 1.00 | 54 | 0.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 43,429 | 1.75 | 5,768 | 0.61 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 3,383 | 0.03 | 449 | -1.10 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 13,084 | 5.61 | 1,738 | 15.95 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 26,421 | 12.72 | 3,509 | 11.47 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3,353 | 0.36 | 445 | -0.67 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 107,247 | 21.92 | 14,244 | 20.57 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 11,412 | 0.08 | 1,516 | -1.05 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 68 | 0 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,819 | 374 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 506 | 0.80 | 67 | 0.00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1,561 | 4.77 | 207 | 3.50 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 1,754 | 233 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 4,677 | 51.02 | 621 | 49.64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 420,348 | 4.71 | 55,826 | 3.56 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 16,726 | 0.22 | 2,221 | 3.74 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 9,551 | 5.72 | 1,268 | 4.53 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,229 | 0.50 | 562 | -0.71 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 16,598 | 0.80 | 2,204 | -0.32 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 30 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3,081 | 92.80 | 409 | 91.12 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 2,872 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 47,200 | 214.67 | 6,269 | 211.22 | |||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 6,430 | 2.93 | 854 | 1.79 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 3,636 | 0.08 | 483 | -1.03 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 1,647 | 219 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 43,291 | 27.63 | 5,749 | 26.21 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,612,404 | 3.73 | 214,086 | 2.56 | ||||
| 2025-08-08 | 13F | Creative Planning | 302,848 | 3.12 | 40,221 | 1.98 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 1,838 | 0.11 | 244 | -0.81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,524,690 | 3.47 | 202,494 | 2.33 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 4,247 | 0.57 | 564 | -0.53 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 36,653 | 3.99 | 4,868 | 2.83 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,165,722 | 1.37 | 154,820 | 0.26 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 7,889 | 1.87 | 1,048 | 0.77 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 1,595 | 0.95 | 212 | -0.47 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 4,902 | 1.55 | 651 | 0.46 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 6,314 | 839 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 9,213 | 118.21 | 1,224 | 116.08 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1,093 | 36.28 | 145 | 35.51 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 8,224 | 0.97 | 1,092 | -0.09 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 9,670 | 0.26 | 1,284 | -0.85 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 39,179 | 12.98 | 5,203 | 11.72 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 2,840 | 377 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 1,898 | 0.48 | 252 | -0.40 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 3,567 | 2.29 | 474 | 1.07 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 19,741 | 0.06 | 2,622 | 2.38 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 3,047 | 0.33 | 405 | -0.74 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 41,828 | 0.67 | 5,555 | -0.43 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12,248 | 20.09 | 1,627 | 18.86 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,086 | 1.88 | 144 | 0.70 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 1,478 | 201 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,160 | 50.13 | 818 | 52.04 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 16,930 | 19.10 | 2,248 | 17.82 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 19,083 | 1.51 | 2,503 | 5.79 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 8,503 | 0.18 | 1,129 | -0.88 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 100,616 | 1.60 | 13,363 | 0.48 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1,871 | 3,018.33 | 248 | 3,000.00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12,227 | 0.23 | 1,624 | -0.92 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2,467 | 0.12 | 328 | -0.91 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 45,508 | 10.34 | 6,044 | 9.12 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9,730 | 5.43 | 1,292 | 4.28 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 1,853 | 246 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 13,274 | 2 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,388 | 4.68 | 184 | 3.37 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 253 | 0.80 | 34 | 0.00 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 6,992 | 10.90 | 929 | 9.69 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 21,874 | 0.21 | 2,905 | -0.89 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 243,760 | 32,374 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 2,177 | 0.69 | 289 | -0.34 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 3,387 | 7.97 | 450 | 6.65 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 1,431 | 190 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1,472,169 | 179 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 23,978 | 4.40 | 3,185 | 3.24 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 2,878 | 6.99 | 382 | 5.82 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 28,571 | 0.56 | 3,795 | -0.55 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 18,812 | 17.02 | 2,498 | 15.76 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 11,357 | 0.04 | 1,508 | -1.05 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4,587 | 9.29 | 609 | 8.17 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,722 | 627 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 8,852 | 13.63 | 1,176 | 12.33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 27,803 | 42.66 | 3,674 | 42.02 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 90,719 | 2.53 | 12,048 | 1.40 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1,530 | 0.13 | 203 | -0.98 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 2,687 | 0.07 | 357 | -1.11 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,037 | 21.84 | 802 | 20.45 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1,544 | 0.39 | 205 | -0.49 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2,764 | 13.37 | 367 | 12.23 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,313 | 1.00 | 174 | 0.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 416 | 0.48 | 55 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 12,622 | 1.81 | 1,676 | 0.72 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 86,312 | 2.53 | 11,463 | 1.41 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12,586 | 21.23 | 1,671 | 19.87 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 15,568 | 258.71 | 2,091 | 267.31 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 8,968 | 0.59 | 1,191 | -0.50 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 21,919 | 0.23 | 2,911 | -0.85 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4,093 | 10.86 | 544 | 9.70 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 82 | 1.23 | 11 | 0.00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 19,989 | 7.50 | 2,655 | 6.29 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 4,139 | 3.86 | 550 | 2.62 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 1,936 | 0.05 | 257 | -0.77 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3,331 | 2.40 | 442 | 1.38 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 16,384 | 2.00 | 2,176 | 0.88 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 8,364 | 13.41 | 1,111 | 12.12 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 514 | 68 | ||||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 2,040 | 29.61 | 209 | -0.95 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 13,021 | 9.87 | 1,749 | 12.77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 86,631 | 157.23 | 12 | 175.00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1,388 | 0.80 | 184 | 0.00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5,461 | 19.71 | 725 | 18.46 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 3,370 | 12.33 | 448 | 11.19 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 19,504 | 24.42 | 2,590 | 23.04 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 116,318 | 18.27 | 15,449 | 16.97 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 16,309 | 1.69 | 2,166 | 0.56 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,751 | 10.33 | 233 | 8.92 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1,705 | 0.18 | 226 | -0.88 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 2,909 | 0.21 | 386 | -0.77 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 307 | 0.66 | 41 | 0.00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 2,392 | 8.53 | 318 | 7.46 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2,045 | 8.20 | 272 | 7.11 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 1,608 | 0.19 | 213 | -0.93 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 1,676 | 0.36 | 223 | -0.89 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 2,886 | 0.59 | 383 | -0.52 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18,839 | 110,717.65 | 2,502 | 125,000.00 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 9,913 | 0.46 | 1,317 | -0.68 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 661 | 0.15 | 88 | -1.14 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 231,517 | 0.16 | 30,748 | -0.95 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 3,454 | 22.61 | 459 | 21.16 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 8,595 | 0.41 | 1,142 | -0.70 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 104,661 | 1.78 | 13,900 | 0.66 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 258 | 34 | ||||||
| 2025-07-09 | 13F | David J Yvars Group | 13,089 | 16.55 | 1,737 | 15.43 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17,968 | 9.22 | 2,437 | 10.28 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 31,847 | 4,230 | ||||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 3,051 | 405 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,535 | 204 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 26,266 | 0.81 | 3,488 | -0.31 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 111,320 | 2.80 | 14,785 | 1.67 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 32,681 | 0.03 | 4,340 | -1.07 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14,257 | 1,893 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 6,476 | 0.22 | 860 | -0.81 |
