Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab International Equity ETF meliputi Duncan Williams Asset Management, LLC, Kingstone Capital Partners Texas, LLC, MA Private Wealth, Valpey Financial Services, LLC, HORAN Wealth, LLC, Tactive Advisors, LLC, Family Legacy Financial Solutions, LLC, Blue Investment Partners LLC, Stark Wealth Management LLC, Symphony Financial, Ltd. Co., Advyzon Investment Management, LLC, B.O.S.S. Retirement Advisors, LLC, Marcum Wealth, LLC, LFA - Lugano Financial Advisors SA, TT Capital Management LLC, Glenmede Investment Management, LP, Holderness Investments Co, Cahaba Wealth Management, Inc., Sovereign Financial Group, Inc., dan Capstone Financial Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 17,952 | 14.75 | 397 | 41.94 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,291,539 | 9.62 | 73 | 22.03 | ||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 1,303,424 | 0.59 | 28,806 | 12.39 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 11,132 | 222,540.00 | 246 | 20.00 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 12,646 | 4.96 | 279 | 17.23 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 20,262 | 448 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 330,088 | 0.77 | 7,295 | 12.58 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 700,100 | 6.71 | 15,472 | 19.23 | ||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 17,893 | 395 | ||||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 6,895 | 1.23 | 152 | 13.43 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 17,221 | 1.41 | 381 | 9.20 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 78,240 | 0.72 | 1,729 | 12.57 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 783,939 | 9.98 | 17,176 | 21.83 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 510,143 | 16.72 | 11,274 | 30.41 | ||||
| 2025-07-28 | 13F | Essex LLC | 778,219 | 4.81 | 17,199 | 17.10 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 319,341 | 1.50 | 7,057 | 13.40 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 17,351 | 182.96 | 383 | 216.53 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,292 | 73 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 16,232 | 0.14 | 359 | 11.88 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 22,457 | 39.81 | 496 | 56.47 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 152,095 | 6.77 | 3,361 | 19.31 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 384,200 | 0.03 | 8 | 14.29 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 10,804 | 239 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 561 | 12 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,188,366 | 6.09 | 48,363 | 18.53 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 99,883 | 16.68 | 2,207 | 23.85 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 199,848 | 0.12 | 4,417 | 11.85 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 43,813 | 25.83 | 1 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 16,172 | 357 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 702,502 | 577.46 | 15,525 | 656.95 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 201,913 | 0.97 | 4,462 | 12.82 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 510,098 | 52.24 | 11 | 83.33 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4,403,203 | 0.44 | 97,311 | 12.22 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 77,853 | 1,721 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6,180 | 7.76 | 137 | 20.35 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 52,084 | 104.10 | 1,148 | 125.54 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 10,110 | 223 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 54,086 | 67.53 | 1,195 | 87.30 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,003 | 0.64 | 66 | 11.86 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1,831,774 | 1.98 | 40,482 | 13.94 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 274,265 | 4.61 | 6,061 | 16.89 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 585,054 | 19 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 334 | 15.17 | 7 | 40.00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 22,583 | 9.15 | 499 | 22.00 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 253,362 | 2.30 | 5,599 | 14.31 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 21,627 | 0.85 | 478 | 12.50 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 36,037 | 12.42 | 796 | 25.55 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 422,718 | 4.86 | 9,342 | 17.16 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1,233,156 | 0.52 | 27,253 | 12.31 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2,731 | 0.04 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 189,599 | 1.05 | 4,190 | 12.91 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 863,074 | 0.02 | 19 | 11.76 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 23,191 | 513 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3,255 | 2,525.00 | 72 | 3,450.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 30,225 | 20.69 | 668 | 34.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,961,550 | 4.07 | 43 | 16.22 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 12,424 | 0.44 | 275 | 12.30 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 2,813 | 62 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 133,355 | 290.14 | 2,947 | 335.95 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 191,090 | 10.36 | 4,223 | 23.34 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 24,576 | 9.50 | 543 | 22.57 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 19,404 | 57.51 | 429 | 76.13 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1,572,175 | 1.57 | 34,745 | 13.49 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 50,201 | 1,109 | ||||||
| 2025-08-14 | 13F | Port Capital LLC | 143,017 | 0.62 | 3,161 | 12.45 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 107,696 | 12.97 | 2,380 | 26.26 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 100,426 | 2,219 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1,300,023 | 28,731 | ||||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 769,248 | 4.10 | 17,000 | 16.30 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9,215 | 204 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 25,006 | 25.11 | 553 | 39.75 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 56,076 | 25.94 | 1,239 | 40.80 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 529,189 | 39.83 | 11,695 | 56.22 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 852,336 | 123.64 | 18,837 | 149.88 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 21,244 | 26.09 | 470 | 40.84 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 292,571 | 15.89 | 6,466 | 29.48 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6,202 | 94.48 | 137 | 4.58 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 21,175 | 0.62 | 468 | 12.26 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 18,217 | 23.01 | 403 | 37.67 | ||||
| 2025-08-14 | 13F | Comerica Bank | 139,579 | 17.87 | 3,085 | 31.68 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 68,658 | 35.70 | 1,517 | 51.70 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 35,960 | 0.39 | 795 | 12.15 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 523,857 | 65.41 | 11,577 | 84.82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 175,034 | 16.29 | 3,868 | 29.93 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,999,265 | 21.10 | 66,285 | 35.31 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 368,539 | 15.58 | 8,145 | 29.13 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 334 | 7 | ||||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 32,423 | 0.01 | 717 | 11.70 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 155,563 | 0.62 | 3,438 | 12.43 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 41,116 | 45.64 | 909 | 62.72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 115,981 | 0.24 | 2,502 | 9.64 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 4,021 | 89 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 81,860 | 0.77 | 1,809 | 12.64 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 288,414 | 18.24 | 6,374 | 32.11 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,053,689 | 23 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 6,556,228 | 0.98 | 144,893 | 12.83 | ||||
| 2025-08-08 | 13F | Creative Planning | 41,355,792 | 0.24 | 913,963 | 12.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9,755 | 216 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 2,052,409 | 0.96 | 45 | 12.50 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 142,062 | 9.27 | 3,140 | 22.09 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1,900 | 35.71 | 42 | 51.85 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 715,024 | 15,802 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 542,851 | 0.31 | 11,997 | 12.07 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,496 | 55 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 74,834 | 3.63 | 1,654 | 15.76 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 203,880 | 1.94 | 4,506 | 13.91 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 3,219 | 254.91 | 71 | 317.65 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 647,452 | 1.54 | 14,309 | 13.46 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 13,094 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,878,673 | 15.57 | 107,631 | 28.06 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 154,671 | 13.43 | 3,418 | 26.73 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 205,887 | 22.51 | 4,550 | 36.88 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 14,537 | 0.48 | 321 | 12.24 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 193,027 | 23.86 | 4,266 | 38.38 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 831,574 | 4.62 | 18,378 | 16.89 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9,180 | 203 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 191,366 | 4.46 | 4,229 | 16.73 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 46,427 | 0.37 | 1,026 | 12.25 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 23,644 | 6.43 | 523 | 18.91 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 19,324 | 0.65 | 426 | 10.39 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 89,257 | 5.04 | 1,973 | 17.38 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 1,072,499 | 1.39 | 23,702 | 13.29 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 11,452 | 0.66 | 250 | 10.67 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 24,859 | 2.71 | 549 | 14.85 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 12,809 | 0.65 | 283 | 12.75 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 39,491 | 7.92 | 1 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 38,746 | 856 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 20,815 | 1.11 | 460 | 13.02 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 38,843 | 2.43 | 858 | 14.40 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 15,675 | 5.20 | 346 | 17.69 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 2,905 | 8.52 | 64 | 23.08 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 646 | 0.62 | 14 | 16.67 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 101,347 | 5.28 | 2,005 | 12.58 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 22,608 | 8.21 | 500 | 20.82 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 114,188 | 0.40 | 2,524 | 12.18 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 104,966 | 2.58 | 2,320 | 14.63 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 12,911 | 0 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 186,113 | 2.41 | 4,113 | 14.44 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 40,408 | 893 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 108,419 | 9.51 | 2,396 | 22.37 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 9,894 | 219 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 1,766 | 4.00 | 39 | 18.18 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 20,061 | 29.38 | 443 | 44.77 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 21,922,381 | 1.26 | 484,485 | 13.13 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 13,236 | 13.27 | 294 | 26.84 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 39,119 | 0.85 | 865 | 9.37 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 180,001 | 67.07 | 3,978 | 86.67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34,147 | 11.95 | 755 | 25.04 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 104,448 | 20.47 | 2,308 | 34.66 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 21,199 | 5.38 | 468 | 17.88 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1,230 | 0 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 131,495 | 8.62 | 2,906 | 21.39 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 9,431 | 0.26 | 208 | 11.83 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 768 | 17 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 2,664 | 6.30 | 59 | 18.37 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 223,766 | 50.65 | 4,945 | 68.31 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 128,924 | 0.46 | 2,849 | 12.25 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 12,059 | 267 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 25,902 | 0.00 | 572 | 7.52 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 422,570 | 8.20 | 9,339 | 20.90 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 861,569 | 1.48 | 19,041 | 13.38 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 25,452 | 0.68 | 562 | 12.40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,219,371 | 0.82 | 26,948 | 12.64 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 130,646 | 5.25 | 2,887 | 17.60 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 65,420 | 0.23 | 1,446 | 17.67 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 159,020 | 7.45 | 3,514 | 20.05 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 19,335 | 427 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 36,472 | 44.59 | 806 | 61.85 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 18,941 | 13.43 | 419 | 26.67 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 46,869 | 14.59 | 1,036 | 27.94 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 657,324 | 11.59 | 14,527 | 24.68 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 58,130 | 14.54 | 1,285 | 28.02 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 148,681 | 0.15 | 3,286 | 11.89 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 858,567 | 0.37 | 19 | 12.50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,515,662 | 3.08 | 33,496 | 15.17 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 507,066 | 2.94 | 11,206 | 15.02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 417,996 | 2.46 | 9,238 | 14.48 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 53,224 | 0.00 | 1,176 | 11.79 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1,350 | 1,150.00 | 30 | 1,350.00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 494,047 | 4.40 | 10,918 | 16.65 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 38,360 | 138.88 | 759 | 23.05 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 10,908 | 0.66 | 241 | 12.62 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 24,060 | 532 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 39,315 | 24.99 | 879 | 41.32 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,764,614 | 34,510.78 | 83,198 | 38,596.28 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 28,686 | 634 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 14,492 | 16.04 | 276 | 19.48 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 172,020 | 18.23 | 3,802 | 32.12 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,160 | 26 | ||||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 189,160 | 10.71 | 4,180 | 23.71 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 641,391 | 26.90 | 14 | 55.56 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 192,617 | 29.52 | 4,197 | 35.00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 49,959 | 19.61 | 1,104 | 33.66 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1,416 | 28 | -12.50 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 49,518 | 1.15 | 1,094 | 13.02 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 84,174 | 18.44 | 1,860 | 32.38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 321,075 | 193.30 | 7,096 | 227.71 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 13,092 | 287 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 485,754 | 66.04 | 10,735 | 85.53 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 28,687 | 3.68 | 1 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 20,229 | 0.65 | 447 | 12.59 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 9,142 | 203 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 303,290 | 5.47 | 6,703 | 17.83 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 13,862 | 9.04 | 306 | 29.11 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 39,719 | 0.15 | 877 | 11.73 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 544,725 | 0.04 | 12,038 | 11.77 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 3,308,478 | 54.22 | 73,117 | 72.31 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 89,458 | 6.52 | 1,977 | 19.02 | ||||
| 2025-07-17 | 13F | City Holding Co | 992 | 22 | ||||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 254,083 | 343.29 | 5,615 | 395.59 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 280,304 | 13.40 | 6,195 | 26.69 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 231,213 | 1.86 | 5,110 | 13.81 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 39,849 | 910.63 | 881 | 1,042.86 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 326,770 | 0.93 | 7,222 | 12.76 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 40,765 | 15.97 | 901 | 29.50 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 364,241 | 58.51 | 8,050 | 77.10 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 63,557 | 0.18 | 1,393 | 15.14 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 364,882 | 1.86 | 8,064 | 13.80 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 13,082 | 289 | ||||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 622,448 | 8.88 | 13,756 | 21.66 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 29,254 | 13.98 | 647 | 27.42 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 9,634 | 44.52 | 213 | 61.83 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 810,422 | 1.87 | 17,910 | 13.82 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 462,597 | 0.90 | 10,223 | 12.74 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 1,248,796 | 651.30 | 27,598 | 739.61 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,404 | 31 | ||||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 551,620 | 2.60 | 12,191 | 14.63 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 18,808 | 2.28 | 416 | 14.33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3,427,311 | 96.18 | 75,744 | 119.20 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 164,760 | 32.96 | 3,641 | 48.55 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 114,490 | 31.30 | 2,530 | 46.75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,010,894 | 62.17 | 44,441 | 81.20 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 6,717 | 148 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 19,459 | 2.96 | 430 | 15.28 | ||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 1,090,727 | 0.65 | 24,105 | 12.46 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 7,168 | 0.65 | 158 | 12.86 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 392 | 9 | ||||||
| 2025-08-25 | NP | SWYOX - Schwab Target 2065 Index Fund | 2,829,674 | 3.11 | 62,536 | 15.20 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 14,907 | 41.51 | 329 | 58.17 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 444,558 | 9,825 | ||||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 17,447 | 1.02 | 386 | 12.90 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 63,791 | 0.52 | 1,410 | 12.27 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 21,562 | 6.56 | 477 | 19.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 140,491 | 3,105 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 9,594 | 212 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 24,326 | 538 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 379 | 0.53 | 8 | 14.29 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 285,730 | 6,315 | ||||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 10,000 | 221 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 29,498 | 0.32 | 652 | 12.05 | ||||
| 2025-07-29 | 13F | Creekside Partners | 525,527 | 0.20 | 11,614 | 11.95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,880 | 1.49 | 263 | 12.45 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 82,030 | 0.65 | 1,813 | 12.41 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 3,709,536 | 3.87 | 81,981 | 16.05 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 21,028 | 1,176.75 | 465 | 1,350.00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 33,877 | 1.06 | 749 | 12.82 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 109,691,724 | 4.70 | 2,424,187 | 16.98 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1,094,909 | 51.31 | 24,197 | 69.06 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 22,617 | 1.97 | 500 | 13.93 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 25,717 | 0.18 | 568 | 12.03 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 160,787 | 173.69 | 3,553 | 205.77 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 28,928 | 602 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 595,867 | 37.32 | 11,786 | 46.83 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 494,960 | 1.92 | 10,939 | 13.87 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 30,495 | 1.72 | 674 | 13.49 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1,832 | 40 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 30,370 | 0.45 | 671 | 12.21 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 31,318 | 70.57 | 692 | 90.63 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 77,302 | 3.24 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10,796 | 0.27 | 239 | 12.26 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 395,844 | 17.13 | 8,748 | 30.88 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 1,252,546 | 4.90 | 27,681 | 17.21 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 245,964 | 117.05 | 5,436 | 142.53 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 101,416 | 0.65 | 2,241 | 12.44 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 133,989 | 1.56 | 2,961 | 13.49 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 27,286 | 1.03 | 603 | 20.84 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 544,603 | 0.30 | 12,036 | 12.07 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 70,418 | 2.49 | 1,556 | 14.50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 18,672 | 413 | ||||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 3,624 | 196.08 | 80 | 233.33 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 18,645 | 27.55 | 412 | 42.56 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 312,439 | 5.08 | 6,905 | 17.40 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 24,002 | 6.55 | 530 | 19.10 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 1,874,331 | 9.48 | 41,423 | 22.32 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 102,735 | 4.84 | 2,270 | 17.13 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6,655,981 | 0.34 | 147,097 | 12.11 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 9,143 | 202 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13,311 | 10.11 | 294 | 23.01 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 613,702 | 4.33 | 13,563 | 16.57 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 600,233 | 1.47 | 13,265 | 13.38 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 18,838 | 5.61 | 416 | 18.18 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 120,593 | 333.51 | 2,665 | 384.55 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 27,978 | 11.69 | 618 | 24.85 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 3,006 | 0.20 | 66 | 11.86 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 235,006 | 1.22 | 5,194 | 13.09 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 227,113 | 6.46 | 5,019 | 18.96 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 768 | 36.65 | 17 | 60.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1,760,024 | 18.42 | 38,897 | 32.31 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 295,875 | 1,970.79 | 13 | -95.39 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 177,387 | 5.17 | 3,920 | 17.51 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 10,395 | 2.89 | 230 | 8.53 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 569,419 | 6.59 | 12,584 | 19.10 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 200,896 | 3.13 | 4,440 | 15.21 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 13,932 | 0.64 | 308 | 12.45 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 150,274 | 7.61 | 3,321 | 20.24 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 6,559 | 0.35 | 145 | 11.63 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 146,229 | 24.40 | 3,232 | 48.62 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 34,784 | 0.65 | 1 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 45,247 | 0.01 | 1,000 | 11.74 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 957,859 | 4.71 | 21,169 | 17.00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 305,559 | 6,753 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 400,453 | 9.94 | 8,850 | 22.85 | ||||
| 2025-08-07 | 13F | Laffer Investments | 49,539 | 1,095 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 10 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 232,102 | 27.15 | 5,057 | 40.08 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15,915 | 0.03 | 352 | 11.78 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 41,323 | 0.79 | 913 | 12.58 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 329,440 | 0.15 | 7,281 | 11.90 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 2,010,019 | 9.49 | 44,421 | 22.33 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2,346,247 | 4.17 | 51,852 | 16.38 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 13,646 | 18.63 | 302 | 32.60 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 11,902 | 263 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 23,592 | 70.98 | 521 | 91.54 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 23,424 | 8.90 | 518 | 21.65 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,593 | 35 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 9,598 | 212 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,347,260 | 7.82 | 30 | 20.83 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 27,834 | 8.54 | 615 | 21.30 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 1,101,763 | 0.39 | 24,349 | 12.16 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 461,444 | 64.90 | 10,198 | 84.23 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 27,824 | 2.90 | 615 | 14.98 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 859,056 | 0.88 | 18,985 | 12.71 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 54,272 | 0.88 | 1,199 | 12.69 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 2,640 | 58 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 12,820 | 0.26 | 289 | 12.50 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 16,113 | 356 | ||||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 165,095 | 9.76 | 3,649 | 22.62 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 52,074 | 73.64 | 1,151 | 93.93 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 16,354 | 26.36 | 361 | 41.18 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 60,273 | 1,187 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 38 | 1 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 20,206 | 1.38 | 447 | 13.20 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4,410,971 | 5.64 | 97,482 | 18.03 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 40,984 | 6.44 | 906 | 18.92 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 50,090 | 0.07 | 1,107 | 11.72 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 62,695 | 38.23 | 1,386 | 46.72 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 165,619 | 0.55 | 3,660 | 12.34 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 76,028 | 16.64 | 1,680 | 30.33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,327,572 | 0.04 | 29,339 | 11.77 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 3,663,182 | 0.62 | 80,956 | 12.42 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 197,528 | 1.28 | 4,365 | 13.17 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 33,460 | 46.49 | 739 | 63.86 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 187,798 | 3.08 | 4,150 | 15.18 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 92,822 | 30.86 | 2,051 | 46.19 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12,802 | 17.93 | 283 | 31.78 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 939,774 | 2.53 | 20,769 | 22.48 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 39,724 | 9,831.00 | 878 | 12,428.57 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 951,028 | 21 | ||||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 9,819 | 217 | ||||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 2,004 | 44 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15,262 | 337 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 231,760 | 493.68 | 5,122 | 563.34 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 48,144 | 1.27 | 1,064 | 13.09 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 40,472 | 1.53 | 894 | 13.45 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 102,707 | 0.00 | 2,238 | 10.14 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2,098 | 46 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 134,153 | 0.93 | 2,965 | 12.74 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 12,146 | 265 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 21,298 | 9.60 | 471 | 22.40 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 63,048 | 1.67 | 1,393 | 13.62 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 13,174 | 0.38 | 291 | 12.36 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 451,595 | 2.66 | 9,980 | 14.70 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 950,444 | 11.74 | 21,005 | 24.84 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4,665 | 10.52 | 103 | 24.10 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 19,831 | 22.19 | 438 | 36.45 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 9,924 | 219 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 53,118 | 2.81 | 1,174 | 14.89 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 372,016 | 20.86 | 8,222 | 35.04 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 1,318,500 | 53.51 | 29,139 | 71.52 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,094,703 | 877.70 | 90,493 | 992.37 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 381 | 8 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 47,112 | 0.13 | 1,041 | 11.94 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 90,297 | 0.31 | 1,996 | 12.08 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 31,198 | 6.02 | 689 | 18.38 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 286,486 | 1.52 | 6,331 | 13.44 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 62,534 | 211.22 | 1,382 | 248.11 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 29,949 | 4.61 | 662 | 24.95 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 946,141 | 69.20 | 20,910 | 89.05 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 597,633 | 7.39 | 13,208 | 19.99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 44,999 | 27.93 | 994 | 43.02 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 40,196 | 7.44 | 888 | 20.00 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 13,792 | 0.03 | 305 | 11.76 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 51,709 | 1,143 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 25,082 | 97.89 | 554 | 121.60 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 102,463 | 2,264 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 17,356 | 384 | ||||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 44,472 | 12.86 | 973 | 24.58 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 26,649 | 12.45 | 589 | 25.64 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 365,745 | 14.20 | 8,083 | 27.58 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 8,730 | 6.72 | 193 | 19.25 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 4,804,438 | 19.70 | 106,178 | 33.74 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 983,068 | 2,527.12 | 21,726 | 2,835.81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27,637 | 21.87 | 631 | 40.63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,145,742 | 13.76 | 113,721 | 27.11 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 3,005 | 4,595.31 | 66 | 6,500.00 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 9,824 | 217 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 286,768 | 2.79 | 6,338 | 14.84 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 13,507 | 13.44 | 298 | 26.81 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 37,098 | 7.85 | 820 | 20.44 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 89,845 | 45.03 | 1,985 | 62.04 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 73,480 | 1.14 | 1,624 | 13.02 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 1,266 | 0.72 | 28 | 12.50 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 31,509 | 7.54 | 696 | 20.21 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 16,652 | 2.70 | 368 | 15.00 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 59,024 | 1.23 | 1,304 | 13.10 | ||||
| 2025-09-03 | 13F | American Trust | 21,261 | 470 | ||||||
| 2025-08-12 | 13F | Holderness Investments Co | 28,068 | 620 | ||||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 48,935 | 0.07 | 1,082 | 11.79 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 9,575 | 212 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 99,212 | 15.08 | 2,193 | 28.56 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 398,994 | 0.42 | 8,818 | 12.19 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 28,052 | 0.25 | 620 | 11.93 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 13,078 | 289 | ||||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 1,363,373 | 1.75 | 30,131 | 13.69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 104,497 | 14.80 | 2,309 | 28.28 | ||||
| 2025-07-21 | 13F | 25 Llc | 16,831 | 23.44 | 372 | 37.92 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 802 | 18 | ||||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 350,820 | 0.66 | 7,753 | 14.20 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 249,830 | 2.68 | 5,521 | 14.73 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 19,209 | 425 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 64,490 | 7.84 | 1,425 | 20.56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 65,386 | 31.03 | 1,445 | 46.40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 97,237 | 3.76 | 2,149 | 23.95 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9,994 | 221 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 13,229 | 292 | ||||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 1,128,560 | 1.28 | 24,941 | 13.16 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 327,878 | 7,246 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 3,322 | 0.15 | 73 | 12.31 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 15,052 | 2.55 | 333 | 14.48 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 928,957 | 3.12 | 20,530 | 15.22 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 129,798 | 0.34 | 2,869 | 12.12 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 111,885 | 1.63 | 2,473 | 13.55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10,353,865 | 8.98 | 228,820 | 21.76 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 602,267 | 0.44 | 13,310 | 12.22 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 20,080 | 0.05 | 444 | 11.87 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 239,578 | 6.69 | 5,295 | 19.21 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 16,866 | 24.49 | 373 | 39.33 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,427 | 32 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 23,158 | 7.61 | 512 | 20.24 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 218,840 | 59.25 | 4,329 | 70.26 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 415 | 0.48 | 9 | 12.50 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 1,092,908 | 0.47 | 24,153 | 12.25 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 37,585 | 38.40 | 831 | 54.56 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 204,451 | 26.34 | 4,518 | 41.19 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 11,576,097 | 53.09 | 255,832 | 71.04 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 969,524 | 2.50 | 21,426 | 14.52 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 13,435 | 1.33 | 297 | 12.98 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 119,580 | 102.94 | 2,643 | 126.78 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 168,170 | 116.08 | 3,717 | 141.46 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 75,593 | 0.26 | 1,671 | 12.01 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 14,792 | 0.05 | 327 | 11.64 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 12,075 | 267 | ||||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 171,260 | 8.27 | 3,785 | 20.97 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 109,118 | 4.55 | 2,406 | 15.51 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 40,039 | 18.61 | 885 | 41.67 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 21,249 | 35.03 | 470 | 50.80 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15,472 | 3.01 | 342 | 14.81 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 281,092 | 399.15 | 6,212 | 458.13 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 81,124 | 6.12 | 1,793 | 18.52 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 748,436 | 355.52 | 16,540 | 409.08 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 11,474 | 254 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,170 | 0.78 | 26 | 13.64 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 265,245 | 7.12 | 5,862 | 19.66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,737,930 | 6.05 | 104,708 | 18.49 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 184,756 | 109.27 | 4,083 | 133.85 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 21,211 | 4.00 | 467 | 15.63 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 20,738 | 3.04 | 458 | 15.08 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 4,618 | 0.63 | 102 | 21.43 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 19,004 | 115.64 | 420 | 140.80 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 691,827 | 1.89 | 15,289 | 13.83 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,901,395 | 13.99 | 42,021 | 27.36 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 18,933 | 0.47 | 415 | 11.29 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 625,260 | 10.06 | 13,818 | 22.97 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 547,258 | 2.76 | 12,094 | 14.82 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 191,976 | 4.20 | 4,318 | 14.94 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 9,466 | 209 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 47,424 | 38.12 | 1,048 | 54.34 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 172,560 | 6.30 | 3,814 | 18.75 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 17,637 | 0.86 | 390 | 12.75 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 44,331 | 980 | ||||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 89,741 | 2.59 | 1,775 | 9.70 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 57,772 | 0.57 | 1,277 | 12.32 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 8,198 | 0.17 | 181 | 12.42 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 297,975 | 1.93 | 6,585 | 13.89 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 42,108,788 | 94.70 | 930,592 | 117.53 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 22,836 | 505 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 10,888 | 241 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 11,087 | 245 | ||||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 209,305 | 2.49 | 4,626 | 14.51 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 111,134 | 3.13 | 2,456 | 15.25 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 110 | 2 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,560,420 | 12.55 | 122,885 | 25.75 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 187,252 | 1.84 | 4,138 | 13.81 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 15,122 | 16.46 | 334 | 30.47 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 4,839,092 | 7.97 | 106,944 | 20.64 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 526,612 | 6.32 | 11,638 | 18.80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 139,644 | 2.41 | 2,762 | 9.52 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 9,606 | 212 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 34,188 | 67.06 | 756 | 86.88 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1,024 | 23 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 17,944 | 0.92 | 397 | 12.82 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 239 | 0.42 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,589,410 | 7.84 | 57,228 | 20.44 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 16,164 | 7.07 | 357 | 19.80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 399,933 | 8.81 | 9,074 | 18.58 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 105,160 | 2.54 | 2,324 | 14.60 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 989,497 | 0.47 | 21,868 | 12.25 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 14,489 | 0.20 | 320 | 11.89 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 22,479 | 0.49 | 497 | 12.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 533,439 | 18.85 | 11,789 | 32.78 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 17,918 | 30.22 | 396 | 45.22 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 16,179 | 0.61 | 358 | 12.26 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 18,339 | 52.79 | 405 | 70.89 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 9,106 | 201 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 20,128 | 457 | ||||||
| 2025-07-25 | 13F | Lawson Kroeker Investment Management Inc/ne | 13,945 | 308 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 11,459 | 0 | ||||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 1,292,704 | 1.18 | 28,569 | 13.05 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 305,159 | 17.70 | 7 | 20.00 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 13,070 | 0.14 | 289 | 11.63 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 881,804 | 1.48 | 19,488 | 13.38 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 25,871 | 0.15 | 572 | 11.96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 255,566 | 33.73 | 5,648 | 49.46 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 859,056 | 0.88 | 18,985 | 12.71 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 32,317 | 17.86 | 714 | 31.73 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3,840 | 16.01 | 76 | 22.95 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 61,119 | 1,351 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 12,060 | 1.50 | 267 | 13.19 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 227,626 | 5,031 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 20,681 | 8.10 | 465 | 22.75 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 26,063 | 1.15 | 576 | 12.97 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 14,244 | 315 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 31,815 | 7.42 | 1 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 127,197 | 0.65 | 2,811 | 12.48 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6,864 | 0.23 | 152 | 11.85 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 15,279 | 18.87 | 338 | 32.68 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 61,908 | 20.36 | 1,368 | 34.51 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 208,384 | 135.46 | 4,605 | 163.14 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1,253,144 | 1.68 | 27,694 | 13.60 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 20,986 | 1.61 | 464 | 13.48 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 118,449 | 16.68 | 2,618 | 30.33 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 20,393 | 0.33 | 451 | 11.94 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 17,205 | 8.75 | 380 | 21.79 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 342 | 0.59 | 8 | 16.67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 39,600 | 3.12 | 875 | 15.28 | |||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 14,611 | 0.64 | 323 | 12.20 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5,700 | 9.62 | 126 | 22.55 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 249,463 | 6.10 | 5,513 | 18.56 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 30,487 | 7.96 | 674 | 20.61 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20,932 | 1.39 | 463 | 13.24 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 9,114 | 201 | ||||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 10,361 | 0.65 | 229 | 12.32 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 828,197 | 0.90 | 18 | 12.50 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 395,881 | 9.30 | 8,749 | 22.11 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 163,703 | 0.27 | 3,618 | 12.02 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 285,882 | 4.80 | 5,655 | 12.05 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 3,920 | 87 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3,415 | 0.15 | 75 | 11.94 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 27,580 | 31.04 | 610 | 46.39 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34,432 | 21.88 | 761 | 36.20 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 838,597 | 7.33 | 18,533 | 19.92 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 203,456 | 200.62 | 4,496 | 234.77 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 1,310,058 | 2.58 | 28,952 | 14.62 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 518,795 | 0.46 | 11,465 | 12.25 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 41,394 | 25.72 | 915 | 40.40 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 4,671 | 67.18 | 103 | 87.27 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 818,515 | 29.35 | 18,089 | 44.52 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 381,512 | 2.03 | 8,431 | 13.99 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 264,940 | 0.91 | 5,855 | 12.75 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 10,920 | 241 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 7,789 | 176 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,435,792 | 14.71 | 53,831 | 28.17 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 33,556 | 0.29 | 742 | 12.10 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 12,070 | 5.88 | 267 | 18.22 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 16,652 | 0.02 | 368 | 11.85 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 20,016 | 0.65 | 442 | 12.47 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 12,392 | 274 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 1,733,768 | 41.60 | 38,316 | 58.21 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 63,314 | 0.17 | 1,399 | 11.92 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 224,610 | 6.69 | 4,964 | 19.19 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 34,041 | 0.41 | 752 | 12.24 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 278,803 | 7.69 | 6,162 | 20.31 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 134,880 | 16.02 | 2,981 | 29.62 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,723 | 38 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 206,584 | 3.21 | 4,566 | 15.31 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 16,691 | 7.17 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 150,947 | 9.04 | 3,336 | 21.80 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 14,794 | 17.96 | 327 | 31.45 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 66,216 | 7.79 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 11,846 | 0.39 | 262 | 12.02 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 135,653 | 2.14 | 2,998 | 14.08 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1,489 | 33 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 823,047 | 13.19 | 18,189 | 26.46 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 10,386 | 230 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 144,539 | 0.99 | 3,194 | 12.86 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 63,389 | 0.39 | 1,401 | 12.09 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 27,052 | 0.22 | 598 | 12.01 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 31,104 | 687 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 20 | 0 | ||||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 30,565 | 49.83 | 7 | 50.00 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1,964 | 43 | ||||||
| 2025-07-22 | 13F | David Wealth Management LLC | 35,390 | 38.77 | 782 | 55.16 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 34,119 | 17.48 | 754 | 31.36 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 46,759 | 5.82 | 1,033 | 18.19 | ||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 412,025 | 3.97 | 9,106 | 16.16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 339,667 | 3.10 | 7,507 | 14.86 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 326,812 | 837.98 | 6,562 | 852.39 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 25,324 | 5.61 | 560 | 17.93 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 12,424 | 275 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 39,211 | 0.15 | 867 | 11.89 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 20,080 | 444 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 47,436 | 395.00 | 1,048 | 454.50 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 21,627 | 3.59 | 478 | 15.78 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 207,353 | 14.02 | 4,583 | 27.38 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 182,912 | 4.66 | 4,042 | 16.96 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 583,857 | 5.58 | 12,903 | 17.96 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 21,525,356 | 5.21 | 475,710 | 17.55 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 9,382 | 207 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 29,330 | 0.05 | 648 | 11.92 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 30,830 | 0.65 | 681 | 12.56 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 30,174 | 0.65 | 667 | 12.50 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 186,103 | 267.74 | 4,113 | 310.79 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 175 | 0.57 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 274 | 0.74 | 6 | 20.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 494 | 197.59 | 11 | 233.33 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 21,267 | 0.38 | 470 | 12.17 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 1,271,836 | 1.78 | 28,108 | 13.72 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 178 | 69.52 | 4 | 50.00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 31,911 | 631 | ||||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 83,971 | 2.91 | 1,856 | 15.00 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 56,492 | 1,248 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 104,471 | 0.42 | 2,309 | 12.20 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 970 | 0 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 120 | 0.84 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 852,831 | 0.06 | 18,848 | 11.79 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 75,788 | 17.14 | 1,675 | 30.88 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,250,086 | 1.44 | 27,627 | 13.34 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 295,496 | 3.21 | 6,530 | 15.31 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 32,279 | 46.77 | 713 | 64.29 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 945,290 | 4.65 | 20,891 | 16.92 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 597,141 | 9.18 | 13,197 | 21.99 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 101,794 | 51.97 | 2,250 | 69.86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 12,689 | 94.92 | 280 | 118.75 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 141,804 | 1.12 | 3,134 | 12.98 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 28,431 | 10.56 | 628 | 23.62 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 12,618 | 321 | ||||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 1,029,505 | 0.52 | 22,752 | 7.06 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 9,200 | 203 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 18,689 | 2.39 | 370 | 9.50 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 1,303 | 0.62 | 29 | 12.00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 14,907 | 329 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 88,017 | 26.80 | 1,945 | 41.76 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 99,248 | 4.00 | 2,193 | 16.22 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 27,834 | 9.95 | 551 | 17.52 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 31,775 | 0.23 | 702 | 11.96 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 65,523 | 1,448 | ||||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 42,343 | 2.81 | 936 | 14.86 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5,942,883 | 4.95 | 131,338 | 17.26 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 9,182 | 203 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 11,446 | 253 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1,781,173 | 1.54 | 39,364 | 13.45 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 21,711 | 23.26 | 480 | 37.64 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 33,856 | 1.91 | 748 | 13.85 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 6,700,587 | 1.24 | 148,378 | 13.34 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 2,278,495 | 0.65 | 50,355 | 12.46 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 71,193 | 0.52 | 1,573 | 12.36 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 23,230 | 24.43 | 513 | 39.02 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 35,114 | 12.75 | 776 | 38.82 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5,193 | 0.43 | 115 | 11.76 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 56 | 1 | ||||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 68,779 | 2.31 | 1,520 | 14.37 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 255,789 | 1.01 | 5,653 | 12.86 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 15,988 | 0.14 | 353 | 18.12 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 11,047 | 244 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 114,011 | 100.47 | 2,109 | -9.79 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 266,446 | 6.91 | 5,888 | 19.46 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 681,534 | 6.81 | 15,062 | 18.85 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 55,661 | 5.78 | 1,229 | 12.56 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 55,796 | 32.28 | 1,233 | 58.08 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 157,763 | 2.33 | 3,487 | 14.33 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 308,162 | 1.81 | 6,810 | 13.77 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 3,629 | 3.45 | 72 | 10.94 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 75,820 | 1,676 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7,258,961 | 6.74 | 161,004 | 19.70 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1,062,250 | 4.28 | 23,476 | 16.51 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 4,056 | 90 | ||||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 9,832 | 217 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 39,891 | 0.65 | 882 | 12.52 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 61,052 | 42.20 | 1,349 | 58.89 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 970,909 | 6.47 | 21,574 | 23.08 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 365 | 1,074.19 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 21,014 | 464 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 7,595 | 0.65 | 0 |
