Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Merrimack Street Trust - Fidelity Total Bond ETF meliputi Bleakley Financial Group, LLC, EdgeRock Capital LLC, Duncan Williams Asset Management, LLC, Exchange Traded Concepts, Llc, Mustico Financial Group, Inc., Silverlake Wealth Management Llc, Tradewinds, LLC., VestGen Advisors, LLC, Fiduciary Alliance LLC, Mainsail Financial Group, LLC, Benjamin Edwards Inc, 21 West Wealth Management LLC, Future Financial Wealth Managment LLC, Foronjy Financial Llc, WCG Wealth Advisors LLC, KG&L Capital Management,LLC, Apella Capital, LLC, Commons Capital, Llc, Centurion Wealth Management LLC, dan Mountain Hill Investment Partners Corp. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Nwam Llc | 49,362 | 28.22 | 2,246 | 27.77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 696,674 | 13.95 | 31,873 | 14.20 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 63,001 | 0.11 | 2,882 | 0.35 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 69,846 | 0.04 | 3,195 | 0.25 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 460,965 | 10.53 | 21,089 | 10.77 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 104,394 | 1.99 | 4,776 | 2.23 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 153,078 | 32.83 | 7,003 | 32.76 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 385,144 | 17,629 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,668,791 | 11.20 | 259,347 | 11.45 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 341,340 | 6.93 | 15,676 | 7.15 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 40,842 | 2.25 | 1,869 | 2.47 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 228,726 | 4.16 | 10,464 | 4.39 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 34,032 | 40.48 | 1,557 | 40.81 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5,135 | 1.20 | 235 | 1.30 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4,549 | 84.62 | 208 | 85.71 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 219,009 | 78.68 | 10,061 | 79.98 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 65,592 | 3,001 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 224,464 | 17.21 | 10,270 | 17.47 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 126,756 | 13.88 | 5,799 | 14.13 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 404,147 | 14.87 | 18,490 | 15.12 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 358,039 | 7.54 | 16,380 | 7.78 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6,835 | 313 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 141,664 | 6.10 | 6,481 | 6.33 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 419,913 | 3.70 | 19 | 5.56 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 234,839 | 3.60 | 10,744 | 3.82 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 133,676 | 8.92 | 6,116 | 9.16 | ||||
| 2025-07-17 | 13F | City Holding Co | 216 | 10 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 904 | 28.41 | 41 | 32.26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 199 | 158.44 | 12 | 300.00 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 90,041 | 46.49 | 4,119 | 46.84 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 9,146 | 1.60 | 418 | 1.95 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 17,411 | 30.87 | 797 | 31.14 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 10,002 | 2.27 | 458 | 2.47 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 326,253 | 11.77 | 14,926 | 12.02 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 37,498 | 222.18 | 1,716 | 222.98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 697,313 | 1.01 | 31,902 | 1.23 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 29,564 | 12.65 | 1,353 | 12.95 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 72,454 | 3,315 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 91,959 | 7.18 | 4,207 | 7.43 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 159,500 | 6.59 | 7,297 | 6.82 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 321,083 | 3.29 | 14,690 | 3.52 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 539,338 | 0.96 | 24,750 | 3.46 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 479,364 | 21.79 | 21,931 | 22.06 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,589 | 8.45 | 805 | 9.09 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 110,725 | 29.67 | 5,066 | 29.94 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 70,683 | 0.74 | 3,234 | 0.97 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 1,149,360 | 4.82 | 52,583 | 5.05 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 1,063,227 | 3.06 | 48,643 | 3.29 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 688,361 | 2.26 | 31,493 | 2.49 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 413,287 | 3.62 | 18,838 | 3.89 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 24,053 | 1.27 | 1,100 | 1.48 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 69,345 | 39.66 | 3,173 | 39.98 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 10,276 | 17.09 | 470 | 17.79 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 155,464 | 2.01 | 7,092 | 2.31 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 129,431 | 6.89 | 5,944 | 7.12 | ||||
| 2025-08-14 | 13F | Betterment LLC | 97,501 | 2.74 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 129,430 | 5,938 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 110,251 | 5,044 | ||||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 9,588 | 7.04 | 439 | 8.42 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 31,434 | 92.52 | 1,438 | 92.63 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 165,126 | 32.25 | 7,555 | 32.55 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 70,305 | 7.31 | 3 | 50.00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,340 | 336 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 58,191 | 2,662 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 17,126 | 0.05 | 784 | 0.26 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 509,993 | 7.23 | 23,164 | 8.16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,158,750 | 46.14 | 99 | 46.27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 249,715 | 61.27 | 11,382 | 61.56 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 9,343 | 427 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 2,087,492 | 6.24 | 95,503 | 6.48 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 10,410 | 10.63 | 476 | 10.96 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 18,975 | 69.72 | 868 | 70.20 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16,825 | 206.13 | 770 | 207.60 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,872 | 86 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 317,663 | 4.43 | 14,536 | 4.75 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,903 | 0.21 | 87 | 2.35 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 17,403 | 791 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1,325,768 | 15.54 | 60,654 | 15.79 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 192,949 | 2.98 | 8,827 | 3.20 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1,191,508 | 4.45 | 54,511 | 4.68 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13,137 | 91.95 | 601 | 92.63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,612 | 0.06 | 165 | 0.61 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 12,201 | 1.20 | 558 | 1.45 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 42,580 | 1,375.40 | 184 | -19.74 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 339,158 | 15,516 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2,079,076 | 14.29 | 95,118 | 14.54 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 40,079 | 400.49 | 1,834 | 402.19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,630,092 | 1.58 | 74,577 | 1.80 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 66,294 | 11.41 | 3,033 | 11.63 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 211,838 | 1.72 | 9,692 | 1.94 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 173,662 | 1.55 | 7,954 | 1.97 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 40,036 | 77.07 | 1,832 | 77.42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,203,788 | 0.03 | 192,380 | 0.25 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11,646 | 151.75 | 533 | 152.13 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16,322 | 88.11 | 747 | 88.38 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 419,910 | 3.94 | 19,211 | 4.16 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 162,702 | 2.43 | 7,444 | 2.65 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 | 2 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,128,200 | 2.82 | 51,615 | 3.04 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 830,048 | 1.57 | 37,975 | 1.79 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 120,900 | 1,235.32 | 5,531 | 1,239.23 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 17,254 | 0.10 | 789 | 0.38 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 47,151 | 2,157 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 349,715 | 21.44 | 15,999 | 21.70 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 607,204 | 1.81 | 27,780 | 2.03 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 902,915 | 4.07 | 41,308 | 4.30 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 256,400 | 3,364.86 | 11,730 | 3,380.71 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 25,338 | 36.28 | 1,159 | 36.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,739,930 | 48.34 | 80 | 49.06 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 58,287 | 11.38 | 2,667 | 11.64 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 210,665 | 20.43 | 9,638 | 20.69 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 11,449 | 0.18 | 526 | 0.38 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 111,850 | 287.91 | 5,117 | 293.62 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 732,963 | 1.02 | 33,533 | 1.24 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 33,984 | 0.19 | 1,555 | 0.39 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17,183 | 5.58 | 786 | 5.93 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,610,928 | 64.27 | 165,200 | 64.63 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 769,847 | 35,221 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 540,632 | 6.97 | 24,734 | 7.20 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 190,626 | 11.16 | 8,721 | 11.41 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 18,240 | 243.83 | 834 | 244.63 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 122,535 | 4.65 | 5,611 | 4.88 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,414,942 | 8.58 | 64,734 | 8.82 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 94,674 | 3.38 | 4,331 | 3.61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10,451 | 19.05 | 478 | 19.50 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 158,797 | 10.04 | 7,265 | 10.14 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 857,646 | 272.16 | 39,237 | 272.98 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 29,553 | 0.42 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 12,939 | 3.54 | 592 | 3.68 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 190,539 | 8,717 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4,900 | 223 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 31,396 | 21.77 | 1,436 | 22.01 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 460 | 21 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 113,779 | 5.13 | 5,205 | 5.36 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 964,941 | 3.59 | 44,146 | 3.81 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 431,992 | 7.37 | 19,764 | 7.61 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 97,322 | 9.24 | 4,452 | 9.47 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 549 | 1.10 | 25 | 4.17 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 315,286 | 168.99 | 14,424 | 169.61 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 491,611 | 2.26 | 22,491 | 2.49 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 17,303 | 792 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,530 | 344 | ||||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 137,220 | 7.19 | 6,278 | 7.41 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 6,372 | 292 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 34,720 | 484.51 | 1,588 | 485.98 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 19,981 | 0.09 | 914 | 0.33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 228,960 | 5.25 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18,088 | 225.62 | 828 | 226.88 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 466 | 21 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1,948,185 | 2.99 | 89,129 | 3.21 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 456,876 | 5.38 | 20,902 | 5.62 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 407,431 | 10.75 | 18,640 | 10.99 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 140 | 6 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 24,106 | 0.00 | 1,103 | 0.18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 86,126,703 | 6.12 | 3,940,297 | 6.35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 56,751 | 0.31 | 2,596 | 0.54 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 746,164 | 0.68 | 34,137 | 0.90 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 177,703 | 14.98 | 8,130 | 15.22 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12,788 | 26.18 | 585 | 26.62 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 146,774 | 4.59 | 6,741 | 5.21 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 45 | 2.27 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 1,496,969 | 12.86 | 62,896 | 14.40 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 460 | 0 | ||||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 151,881 | 4.68 | 6,949 | 4.91 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 165,088 | 6.34 | 7,553 | 6.56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,355,044 | 61,993 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,880,275 | 8.26 | 177,523 | 8.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,764,120 | 1.73 | 80,709 | 1.95 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 41,263 | 3.81 | 1,888 | 4.02 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 676,490 | 4.59 | 30,949 | 4.82 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 654,193 | 6.71 | 29,929 | 6.95 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 19,017 | 870 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 2,958 | 135 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 278,215 | 6.36 | 12,728 | 6.60 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 30,264 | 163.65 | 1,385 | 164.12 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 452 | 21 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 73,066 | 3.05 | 3,343 | 3.28 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 110,148 | 24.83 | 5,039 | 25.10 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 48,408 | 67.01 | 2,215 | 67.35 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3,286,565 | 3.30 | 150,360 | 3.53 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 42,244 | 17.65 | 1,933 | 17.88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 161,680 | 3.28 | 7,397 | 3.50 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 75,506 | 108.88 | 3,454 | 109.33 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 152,622 | 5.76 | 6,982 | 6.00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 339,668 | 6.20 | 15,540 | 6.44 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 282,967 | 15.73 | 12,946 | 15.98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 8,291 | 40.86 | 380 | 41.79 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 366,077 | 1.24 | 16,748 | 1.46 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 260,891 | 32.35 | 11,936 | 32.64 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 89,400 | 6.05 | 4,090 | 6.29 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 16,287 | 18.87 | 745 | 19.20 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 50 | 2 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 108,496 | 576.16 | 4,964 | 578.01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3,369,590 | 2.01 | 154,159 | 2.24 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 171,573 | 0.04 | 7,849 | 0.27 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 444,661 | 5.56 | 20,343 | 5.79 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 330,508 | 5.56 | 15,121 | 5.79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 221,633 | 53.20 | 10,140 | 53.53 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 82,623 | 0.14 | 3,794 | 0.74 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 116,547 | 18,517.73 | 5 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 240,015 | 1.05 | 10,981 | 2.15 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 61,406 | 2,820 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 423,510 | 6.14 | 19,376 | 6.37 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4,508 | 206 | ||||||
| 2025-04-11 | 13F | LPF Advisors LLC | 268,452 | 6.44 | 12,255 | 8.29 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 234,892 | 18.01 | 10,746 | 18.27 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 10,910 | 499 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 93,122 | 17.83 | 4,249 | 18.69 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 29,933 | 9.05 | 1,369 | 9.26 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 262,411 | 4.07 | 12,005 | 4.29 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 24,914 | 107.89 | 1,140 | 108.23 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 5,463 | 0.24 | 250 | 0.40 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25,376 | 4.42 | 1,161 | 4.60 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 40,697 | 5.51 | 1,862 | 5.74 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 62,337 | 3.65 | 2,852 | 3.86 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 6,085 | 278 | ||||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 13,418 | 1.27 | 614 | 1.49 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 11,103 | 0.15 | 508 | 0.20 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 600 | 27 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 94,542 | 2.05 | 4,325 | 2.27 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 738,850 | 3.79 | 33,802 | 4.02 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 37,636 | 10.81 | 1,722 | 11.03 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 968,869 | 2.89 | 44,326 | 3.11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 178,630 | 90.28 | 8,172 | 90.71 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 466,096 | 43.73 | 21,324 | 44.05 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 10,727 | 0.07 | 491 | 0.20 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 22,885 | 5.20 | 1,047 | 5.34 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 401,306 | 828.33 | 18,360 | 830.51 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 834 | 38 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 45 | 2 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 43,808 | 0.10 | 2,004 | 0.35 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 15,778 | 10.18 | 722 | 10.41 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 556,287 | 26.83 | 25,450 | 29.33 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 884,042 | 3.50 | 40,445 | 3.72 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 258,737 | 5.60 | 11,844 | 5.83 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 121,135 | 9.64 | 5,530 | 11.54 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 732 | 27.75 | 33 | 26.92 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 200 | 9 | ||||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 99,834 | 5.49 | 4,567 | 5.72 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 110,251 | 4.61 | 5,044 | 4.84 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12,522 | 1.44 | 575 | 1.77 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 689,209 | 8.63 | 31,531 | 8.86 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 15,810 | 723 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 301,732 | 5.68 | 13,702 | 4.65 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 9,211 | 0 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 693,691 | 93.41 | 32 | 93.75 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 517,455 | 0.71 | 23,674 | 0.93 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 22,616 | 2.40 | 1,035 | 2.27 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 99,335 | 12.12 | 4,545 | 13.23 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 260,741 | 11,929 | ||||||
| 2025-08-14 | 13F | Prudent Investors Network | 948,805 | 4.47 | 43,408 | 4.70 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5,259 | 241 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 89,901 | 5.47 | 4,113 | 5.68 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 40,813 | 264.60 | 1,867 | 265.36 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 6,186,144 | 0.27 | 283,016 | 0.49 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 49,122 | 0.78 | 2,247 | 1.03 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 121,820 | 6.07 | 5,573 | 6.31 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 316,541 | 55.89 | 14,482 | 56.23 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 7,795 | 357 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 30,593 | 120.67 | 1,400 | 121.36 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 603,996 | 6.68 | 27,633 | 6.91 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 482,517 | 115.71 | 22,075 | 116.19 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 164,827 | 12.89 | 7,505 | 12.59 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,405,090 | 10.58 | 64 | 10.34 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 77,215 | 10.02 | 3,533 | 10.27 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 2,017,693 | 4,220.91 | 289 | -86.44 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 45,722 | 5.86 | 2,092 | 6.09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 69,629 | 3,186 | ||||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 25,027 | 25.15 | 1,145 | 25.44 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 9,733,745 | 1.85 | 129,608 | 6.89 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 39,527 | 334.70 | 1,803 | 334.46 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 157,455 | 1.58 | 7,204 | 1.81 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 242,369 | 1.28 | 11,088 | 1.50 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 261,352 | 3.62 | 11,957 | 3.85 | ||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 862,695 | 0.95 | 39,468 | 1.18 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 306,425 | 5.26 | 14,019 | 5.49 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 17,963 | 20.95 | 822 | 21.27 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 337,897 | 32.10 | 15,459 | 32.39 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 17,542 | 110.11 | 803 | 110.50 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 773,483 | 5.35 | 35,506 | 5.56 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 53,030 | 2,426 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 54,442 | 416.63 | 2,491 | 417.67 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 79,453 | 19.56 | 3,635 | 19.82 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 212,800 | 8.21 | 9,665 | 7.08 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 3,097,702 | 0.04 | 141,720 | 0.26 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,867 | 314 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1,998,346 | 4.89 | 91,424 | 5.12 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 658,428 | 9.74 | 30,123 | 9.98 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 51,995 | 8.35 | 2,379 | 8.58 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 50,169 | 7.27 | 2,295 | 7.54 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 23,921 | 1,094 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 84 | 5.00 | 4 | 0.00 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 7,942 | 364 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 5,242,838 | 1.94 | 239,860 | 2.16 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 97,294 | 1.47 | 4,451 | 1.69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 109,463 | 5.97 | 5,008 | 6.19 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 10,596 | 1.21 | 485 | 1.47 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 56,926 | 2.22 | 2,614 | 2.43 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 339,158 | 0.18 | 15,516 | 0.40 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 71,396 | 3,231 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2,644,754 | 41.41 | 120,997 | 41.72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,211 | 92.83 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 91,798 | 442.51 | 4,200 | 443.91 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 453,931 | 5.17 | 21 | 5.26 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 69,493 | 105.16 | 3,188 | 106.21 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 430,988 | 22.05 | 19,718 | 22.31 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 76,150 | 24.28 | 3,497 | 24.54 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 17,063 | 781 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 278,128 | 1.28 | 12,724 | 1.51 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 66,057 | 36.93 | 3,022 | 37.24 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 34,124 | 23.75 | 1,561 | 24.09 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 712,528 | 4.78 | 32,527 | 6.60 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 280,343 | 2.69 | 12,826 | 2.91 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 36,264 | 171.95 | 1,659 | 172.86 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 67,218 | 0.68 | 3,075 | 0.92 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 5,154 | 236 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 838,606 | 16.54 | 38,366 | 16.79 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 117,244 | 5,364 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 367,659 | 6.64 | 16,820 | 6.88 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 58,256 | 14.44 | 2,665 | 14.72 | ||||
| 2025-07-29 | 13F | R.P. Boggs & Co. | 242,253 | 620.22 | 11,083 | 622.02 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 140,317 | 1.55 | 6,420 | 1.78 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11,318 | 520 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 3,721 | 170 | ||||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 46,230 | 11.57 | 2,115 | 11.85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,289,219 | 77.28 | 58,982 | 77.66 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 175,781 | 27.10 | 8,049 | 27.50 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 204,617 | 8.07 | 9,361 | 8.31 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,440,985 | 10.06 | 112 | 9.90 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 581,905 | 41.88 | 26,622 | 42.19 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 947,253 | 61.73 | 43,337 | 62.09 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 284,492 | 12.73 | 13,015 | 12.77 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 22,742 | 9.97 | 1,040 | 10.17 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 493,951 | 8.01 | 22,598 | 8.24 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 221,840 | 8.21 | 10,149 | 8.25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,270,942 | 5.40 | 561,396 | 5.63 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 762,134 | 16.28 | 34,868 | 16.53 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 372,085 | 29.66 | 17,023 | 29.94 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 8,091 | 31.13 | 370 | 31.67 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 182,666 | 11.05 | 8,357 | 11.29 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15,110 | 0.49 | 691 | 0.73 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23,970 | 37.56 | 1,097 | 37.86 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3,220 | 2,376.92 | 147 | 2,840.00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 243,052 | 4.24 | 11,120 | 4.46 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 140,183 | 6.22 | 6,413 | 6.46 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 104,052 | 8.34 | 4,760 | 8.58 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 57 | 3 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 607,904 | 2.10 | 27,812 | 2.32 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 59,704 | 5.14 | 2,731 | 5.16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 150,385 | 1.79 | 6,862 | 1.75 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15,762 | 18.45 | 721 | 18.78 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,252,140 | 170.57 | 57,286 | 171.17 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 15,515 | 710 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 165,338 | 10.55 | 7,564 | 10.80 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 22,735 | 5.89 | 1,040 | 6.12 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 50,973 | 491.47 | 2,341 | 494.16 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 57 | 3 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 51,395 | 81.43 | 2,342 | 84.04 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 46 | 0 | ||||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 417,494 | 2.05 | 19,100 | 2.27 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61,365 | 37.86 | 2,807 | 38.14 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 19,140 | 0.39 | 876 | 0.57 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 91,410 | 3.08 | 4,182 | 3.31 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 141,327 | 13.81 | 6,471 | 14.17 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 509,549 | 2.20 | 23,312 | 2.42 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 237,957 | 10,887 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 186,044 | 12.14 | 8,512 | 12.39 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 187,619 | 1.17 | 8,584 | 1.38 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 558,510 | 71.66 | 25,552 | 72.61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 36,797 | 4.67 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11,289 | 0.12 | 516 | 0.39 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 10,806 | 494 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 165,610 | 7,577 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 26,371 | 151.90 | 1,206 | 152.83 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,204 | 431.34 | 147 | 440.74 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 76,377 | 3,509 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 106,350 | 7.23 | 4,866 | 7.47 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 44,953 | 17.55 | 2,057 | 17.82 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 2,636,194 | 2.21 | 120,606 | 2.43 | ||||
| 2025-07-18 | 13F | Vicus Capital | 685,273 | 2.61 | 31,351 | 2.84 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 130,578 | 0.44 | 5,974 | 0.64 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17,179 | 30.61 | 786 | 33.05 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,601,181 | 32.29 | 256,254 | 32.58 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9,400 | 84.24 | 0 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 30,338 | 15.25 | 1,388 | 15.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,620,174 | 8.64 | 166 | 8.55 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 6,367 | 13.09 | 291 | 13.23 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,041 | 9.36 | 459 | 9.55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,960,045 | 18.03 | 89,672 | 18.29 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 91,472 | 3.64 | 4,185 | 3.87 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 23,787 | 0.19 | 1,088 | 0.46 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 20,878 | 0.04 | 955 | 0.32 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 81,947 | 2.61 | 3,749 | 2.85 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 184,412 | 8,437 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6,626 | 40.92 | 303 | 41.59 |
