Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF meliputi RMG Wealth Management LLC, Midwest Trust Co, Howard Financial Services, Ltd., Valpey Financial Services, LLC, One Charles Private Wealth Services, LLC, Ballast, Inc., Harbor Asset Planning, Inc., Wesbanco Bank Inc, J Hagan Capital, Inc., Pacific Capital Wealth Advisors, Inc, Smithfield Trust Co, Net Worth Advisory Group, BLVD Private Wealth, LLC, My Purposeful Wealth Corp., Heritage Wealth Architects, Inc., Freestate Advisors LLC, Adams Asset Advisors, LLC, TFAQX - TFA Quantitative Fund Class I, Stark Wealth Management LLC, dan NWF Advisory Services 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Persium Advisors, LLC | 775,638 | 6.27 | 22,656 | 23.97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 335,988 | 36.05 | 9,814 | 58.73 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 22,714 | 1.90 | 663 | 18.82 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 68,415 | 1,998 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 58,808 | 0.09 | 1,718 | 16.72 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1,020 | 0.10 | 30 | 16.00 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 48,184 | 38.07 | 1,407 | 61.17 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 14,309 | 418 | ||||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 436,018 | 34.71 | 12,736 | 57.16 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 2,586 | 76 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 21,291 | 2.91 | 622 | 19.88 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7,269 | 0 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 71,270 | 2,082 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9,276 | 271 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 2,951,085 | 1.35 | 86,201 | 18.22 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 478,458 | 9.03 | 13,976 | 27.18 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 12,740 | 0.09 | 372 | 16.98 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15,317,027 | 3.34 | 447,410 | 20.55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 197,955 | 28.09 | 5,782 | 49.44 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 8,813 | 257 | ||||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 92,201 | 2,692 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 12,508 | 0.02 | 365 | 16.61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2,793,121 | 27.95 | 82 | 50.00 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 4,795,625 | 142,573 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 166,666 | 8.91 | 4,868 | 27.07 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 12,065 | 0 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 54,387 | 6.42 | 1,589 | 24.16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5,611,963 | 2.26 | 163,925 | 19.29 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 134,542 | 24.46 | 3,369 | 10.64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 29,133 | 6.84 | 851 | 24.63 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 774,708 | 4.34 | 22,630 | 21.71 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 22,661 | 11.09 | 662 | 29.61 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 17,473 | 0.10 | 1 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 10,675 | 312 | ||||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 10,391 | 37.45 | 304 | 44.29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 900,116 | 48.37 | 26,292 | 73.08 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 4,311,747 | 7.86 | 125,946 | 25.82 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 128,147 | 0.11 | 3,743 | 16.79 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 155,584 | 0.33 | 4,545 | 17.05 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8,493 | 248 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 10,068 | 294 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 48,421 | 0.02 | 1,414 | 16.67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 645,962 | 37.51 | 18,869 | 60.41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18,835,687 | 6.66 | 549,441 | 24.25 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 87,079 | 1.38 | 2,544 | 18.28 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 25,681 | 1.86 | 750 | 18.86 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 1,021,763 | 4.10 | 29,846 | 21.43 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4,710 | 64.97 | 138 | 92.96 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 48,428 | 510.46 | 1,415 | 614.14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 211,808 | 63.38 | 6,187 | 90.57 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 9,767 | 285 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 397,164 | 0.89 | 11,601 | 17.69 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 508,661 | 70.23 | 14,858 | 98.57 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 627,847 | 13.27 | 18,339 | 32.13 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 2,513 | 0.08 | 76 | 16.92 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 113 | 6.60 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 58,665 | 8.01 | 1,714 | 26.05 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10,342 | 8.15 | 302 | 26.36 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 96,044 | 1.60 | 2,805 | 18.50 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 32,820 | 32.43 | 959 | 54.52 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 718,962 | 2.29 | 21,001 | 19.32 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 754,621 | 9.18 | 22,042 | 27.36 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1,343,084 | 157.56 | 39,231 | 200.46 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 11,597 | 339 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 6,807,071 | 1.82 | 198,835 | 18.77 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 60,067 | 1.93 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 16,872 | 0.07 | 493 | 16.59 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 446,208 | 0.16 | 13 | 18.18 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 7,975 | 233 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 322,359 | 9,416 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 22,170 | 0.59 | 1 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 471,394 | 9.53 | 13,769 | 27.77 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 624,143 | 4.90 | 18,231 | 22.38 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 11,308 | 6.78 | 330 | 24.53 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,248 | 754.79 | 37 | 1,133.33 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 7,014 | 205 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 26,405 | 0.09 | 771 | 16.82 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 162,255 | 4.31 | 4,739 | 21.70 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 326,121 | 8.18 | 9,526 | 26.19 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 49,648 | 47.64 | 1,450 | 72.21 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3,208,414 | 1.26 | 93,718 | 18.13 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7,950 | 0.01 | 232 | 16.58 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 17,887 | 11.55 | 522 | 30.17 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 7,804 | 1.18 | 228 | 17.62 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 2,841 | 0.07 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 35,611 | 136.81 | 1,040 | 176.60 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 15,064 | 440 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 2,416 | 71 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 7,274,770 | 0.86 | 212 | 17.78 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 33,073 | 20.58 | 966 | 40.82 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 23 | 1 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 480,621 | 0.42 | 14,039 | 17.14 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1,374,580 | 0.34 | 40,151 | 17.05 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 477,224 | 30.01 | 13,940 | 154,777.78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7,897,044 | 3.71 | 230,673 | 20.99 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 34,627 | 1,011 | ||||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 30,200 | 882 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 728,410 | 1.28 | 21,277 | 18.15 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 28,067 | 0.09 | 820 | 16.67 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 625,096 | 1.73 | 18,259 | 18.67 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 86,737 | 3.14 | 2,534 | 20.33 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4,814,801 | 5.11 | 140,640 | 22.62 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 184,773 | 55.49 | 5,397 | 81.41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 19,045 | 93.43 | 556 | 126.02 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 161,263 | 10.30 | 4,711 | 28.69 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1,427 | 1.49 | 42 | 17.14 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 16,418 | 145.85 | 480 | 186.83 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 288,500 | 8 | ||||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 81,352 | 4.07 | 2,376 | 21.41 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 53,381 | 3.68 | 1,559 | 20.95 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 498,917 | 3.69 | 14,573 | 20.96 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 128,257 | 0.62 | 3,746 | 17.39 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 1,705,702 | 1.79 | 49,824 | 18.74 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 256,495 | 12.74 | 7,492 | 31.53 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 249,920 | 73.49 | 7,300 | 102.38 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,307 | 0.85 | 38 | 18.75 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 73,188 | 10.97 | 2,138 | 29.44 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 11,544 | 0.10 | 0 | |||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 10,510 | 0.10 | 307 | 16.79 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 1,153,143 | 10.07 | 33,683 | 28.40 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 42,112 | 0.65 | 1,230 | 17.48 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 9,530 | 278 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 46,224 | 110.59 | 1,350 | 145.90 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 700,734 | 5.10 | 20,468 | 22.61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,085,902 | 15.37 | 60,929 | 34.58 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1,003 | 34.09 | 29 | 61.11 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 21,176 | 0.06 | 619 | 16.82 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 4,970 | 15.90 | 145 | 35.51 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 18,742 | 0.01 | 547 | 16.63 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 59,889 | 60.62 | 1,749 | 87.46 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 45,265 | 62.43 | 1,322 | 89.67 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 226 | 11.88 | 7 | 20.00 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 204,985 | 1.80 | 5,985 | 119,580.00 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 18,226 | 0.05 | 1 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 256,756 | 23.28 | 7,500 | 43.80 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 10,363 | 0.01 | 303 | 12.69 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 13,013 | 380 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 40,964 | 18.69 | 1,197 | 38.43 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 327,345 | 9.55 | 9,562 | 27.79 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 10,305 | 21.75 | 301 | 42.18 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 82,711 | 2,416 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 37,624 | 74.03 | 11,043 | 1,941.22 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 40,800 | 0.74 | 1,191 | 18.39 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 23,686 | 80.75 | 692 | 110.67 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 176,241 | 0.30 | 5,148 | 17.00 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 100,287 | 1.91 | 2,929 | 18.87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 224,200 | 23.66 | 6,549 | 44.26 | |||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,811 | 200.33 | 53 | 246.67 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 626,941 | 1.24 | 18,313 | 18.10 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 11,038 | 0.37 | 322 | 17.09 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 83,359 | 3.51 | 2,435 | 20.73 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 239,349 | 0.25 | 6,991 | 16.95 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 7,891 | 228 | ||||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 22,590 | 660 | ||||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 9,685 | 0.18 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 142,543 | 0.30 | 4,164 | 17.00 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 247,157 | 90,103.28 | 7,219 | 120,216.67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 178,318 | 4.43 | 5,209 | 9.46 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 524 | 30.67 | 15 | 50.00 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 6,269 | 44.15 | 183 | 69.44 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 35,289 | 0.36 | 1,031 | 17.05 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 47,191 | 5.58 | 1,378 | 23.15 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 9,840 | 0.01 | 287 | 16.67 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 268,635 | 7.07 | 7,847 | 24.90 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 195,254 | 1.83 | 5,703 | 18.79 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 328,281 | 27.10 | 9,589 | 48.28 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 457,616 | 18.03 | 13,367 | 37.68 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 526,012 | 4.86 | 15 | 25.00 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 13,040 | 381 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 289,841 | 5.21 | 8,466 | 22.73 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 9,215 | 269 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3,144,561 | 2.58 | 92,513 | 20.52 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 46,344 | 2.79 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 12,729 | 3.92 | 372 | 21.24 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,119,923 | 2.48 | 91,134 | 19.55 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 21,462 | 0.84 | 627 | 17.67 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 7,727 | 226 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 73,191 | 66.34 | 2,138 | 4,988.10 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 53,918 | 1,575 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 20,905 | 3.69 | 611 | 21.03 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 26,600 | 7.57 | 777 | 25.36 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8,932 | 8.50 | 261 | 26.21 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 3 | 50.00 | 0 | |||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 15,224 | 445 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,651,154 | 0.23 | 106,650 | 16.92 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 111,628 | 5.28 | 3,261 | 22.83 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,068 | 9.80 | 119 | 28.26 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15,156 | 443 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 26,899 | 3.21 | 786 | 20.40 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 169,398 | 3.11 | 5,199 | 24.53 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 602,503 | 25.40 | 17,599 | 46.28 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 15,976 | 3.61 | 467 | 20.73 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 21,129 | 50.11 | 617 | 75.28 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 38,239 | 0.10 | 1,117 | 16.74 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 31,866 | 1.84 | 931 | 18.77 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 24,189 | 26.73 | 707 | 48.01 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 465,870 | 1,083.52 | 13,608 | 1,281.52 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20,850 | 5.90 | 609 | 23.53 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 38,270 | 22.28 | 1,118 | 42.66 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 201,817 | 0.70 | 5,895 | 17.48 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 277 | 25.91 | 8 | 60.00 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 135,058 | 7.36 | 3,945 | 25.28 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 417,929 | 12,208 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,384,385 | 9.12 | 69,648 | 27.30 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 7,896 | 231 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 19,406 | 0.09 | 567 | 16.70 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 33,353 | 0.33 | 974 | 17.07 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 24,293 | 5.84 | 710 | 23.52 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,757,249 | 8.60 | 168,169 | 26.69 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 409,139 | 12.42 | 11,951 | 31.13 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 12,000 | 1.04 | 351 | 17.85 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 880 | 36.01 | 26 | 56.25 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 638,555 | 674.42 | 18,652 | 803.68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 83,244 | 58.91 | 2,432 | 85.43 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 77,620 | 63.90 | 2,267 | 91.31 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 7,519 | 220 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 120,185 | 5.02 | 3,631 | 26.74 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 70,855 | 555.88 | 2,070 | 666.30 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 1,636,557 | 0.01 | 47,804 | 16.66 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 58,567 | 12.23 | 1,711 | 30.93 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 21,946 | 6.05 | 641 | 23.75 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 15,180 | 42.62 | 443 | 66.54 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 136,432 | 0.63 | 3,985 | 17.41 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 257,847 | 2.90 | 7,532 | 20.04 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 52,369 | 29.21 | 1,530 | 50.79 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 63,545 | 7.33 | 1,856 | 25.24 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 4,100 | 120 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 17,810,580 | 3.09 | 520,234 | 20.25 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 368,734 | 11.91 | 10,771 | 30.55 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 63,761 | 8.32 | 1,862 | 26.41 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 79,868 | 0.01 | 2,333 | 16.66 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 12,285 | 8.64 | 359 | 26.50 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 29,404 | 24.99 | 859 | 45.67 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1,640,699 | 3.97 | 47,925 | 21.29 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 43,615 | 120.96 | 1,274 | 157.69 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 156,753 | 4,579 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 300,028 | 8,764 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 42,305 | 7.71 | 1,278 | 33.68 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 155,468 | 4.96 | 4,541 | 22.46 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 14,406 | 0.46 | 421 | 16.99 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 17,982 | 277.61 | 525 | 341.18 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 15,080 | 0.09 | 440 | 16.71 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 22,799 | 666 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 13,679 | 0.10 | 400 | 16.67 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 453,421 | 2.38 | 13,244 | 19.43 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 424,116 | 9.54 | 12,388 | 27.79 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 9,596 | 290 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 22,660 | 138.63 | 662 | 176.57 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10,903 | 3.58 | 318 | 20.91 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 37,049 | 0.08 | 1,082 | 16.85 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 22,105 | 2.82 | 646 | 19.89 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 20,746 | 1.95 | 606 | 18.86 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 10,254 | 2.60 | 300 | 19.60 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 51,022 | 360.90 | 1,490 | 437.91 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 546,092 | 8.82 | 15,951 | 26.95 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 175,944 | 124.83 | 5,139 | 162.33 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 23,201 | 0.09 | 678 | 16.72 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 318,001 | 54.82 | 9,289 | 80.59 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 73,300 | 0.04 | 2,141 | 16.74 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 29,347 | 0.89 | 857 | 17.72 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 7,246 | 253.98 | 212 | 313.73 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 196,932 | 1.10 | 5,752 | 17.94 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 693,312 | 3.87 | 20,252 | 21.16 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 18,389 | 4.67 | 460 | -5.93 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 272,990 | 3.23 | 7,974 | 20.42 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 13,664 | 399 | ||||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 421,355 | 41.26 | 12,308 | 64.80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 737,098 | 36.18 | 21,391 | 57.95 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,256 | 66 | ||||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 462,928 | 17.24 | 13,522 | 36.78 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 803,755 | 1.32 | 23,478 | 18.19 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 138,655 | 36.31 | 4,050 | 59.07 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 61,635 | 0.10 | 1,800 | 16.81 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 29,261 | 855 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 77,470 | 1.67 | 2,263 | 18.55 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1,895 | 5.57 | 55 | 22.22 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 7,074 | 207 | ||||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 88,986 | 0.07 | 2,620 | 17.65 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 145,412 | 219.81 | 4 | 300.00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 321,326 | 4.45 | 9,386 | 21.84 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 8,336 | 253 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 7,467 | 2,045.69 | 218 | 2,625.00 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 580 | 17 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 141,552 | 1.95 | 4,135 | 18.93 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 269,413 | 84.50 | 7,870 | 115.24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 418,779 | 11.11 | 12,233 | 29.60 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 239,860 | 11.99 | 7,006 | 30.66 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 85,906 | 10.26 | 2,509 | 28.67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 480,479 | 298.39 | 12,031 | 257.96 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 16,174 | 33.59 | 476 | 57.10 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 9,912 | 418.41 | 290 | 514.89 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1,834,662 | 0.35 | 53,590 | 17.06 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12,086 | 0.38 | 353 | 17.28 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 19,126 | 559 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 6,855 | 200 | ||||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 24,323 | 370.46 | 678 | 25.84 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 6,878 | 201 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 160,643 | 4,692 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 385 | 11 | ||||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 7,638 | 223 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 203,981 | 2,603.88 | 5,958 | 987.23 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 126,235 | 4.16 | 3,687 | 21.52 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 95,405 | 2.46 | 2,389 | -8.92 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2,904 | 89 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 13,243 | 5.25 | 332 | -5.43 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 7,006 | 205 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 142,600 | 28.01 | 4,165 | 49.34 | |||
| 2025-07-30 | 13F | TFB Advisors LLC | 25,674 | 4.00 | 750 | 21.20 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 8,962 | 272 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 3,748 | 109 | ||||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 42,992 | 0.04 | 1,256 | 16.64 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 260,969 | 3.09 | 7,931 | 25.12 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1,831,771 | 25.91 | 53,506 | 46.88 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 818 | 16,260.00 | 20 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 22,366 | 653 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 366,500 | 224.62 | 10,705 | 278.67 | |||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 7,418 | 217 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 68,925 | 2.78 | 2,013 | 19.89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 317,729 | 7.45 | 9,513 | 24.83 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 47,564 | 45.92 | 1,389 | 70.22 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 81,888 | 11.00 | 2,392 | 29.45 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 27,808 | 0.01 | 696 | -10.08 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 227,848 | 1.45 | 6,655 | 18.35 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 264,923 | 7,738 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 171,358 | 98.35 | 5,005 | 131.39 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 10,745 | 0.09 | 314 | 16.79 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 78,758 | 738.30 | 2,301 | 878.72 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 12,479 | 0.02 | 365 | 16.67 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 508,041 | 10.02 | 14,840 | 28.34 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 22,063 | 3.48 | 644 | 20.83 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 26,379 | 10.21 | 771 | 28.55 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 7,401 | 216 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 327,066 | 688.30 | 9,246 | 790.66 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 72,782 | 22.77 | 2,126 | 43.19 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 48,966 | 4.66 | 1,430 | 22.12 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 2,542 | 74 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1,208,229 | 34.39 | 35,292 | 56.77 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 42,710 | 13.65 | 1 | |||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 298,095 | 1.83 | 8,707 | 18.80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,424,503 | 13.09 | 41,610 | 31.92 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 33,116 | 0.06 | 967 | 16.79 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 8,130 | 0.06 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1,984,470 | 4.65 | 57,966 | 22.08 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 66,539 | 1.08 | 1,944 | 17.90 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 764 | 22 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 37,218 | 14.62 | 1 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 104,211 | 0.84 | 3,044 | 17.67 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 465,025 | 0.54 | 13,583 | 17.29 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 37,618 | 1.45 | 1,099 | 18.32 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 8,705 | 254 | ||||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 609,057 | 6.29 | 17,791 | 24.00 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 26,467 | 4.07 | 773 | 21.54 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 6,221 | 12.17 | 182 | 31.16 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 31 | 0.00 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 240,473 | 0.10 | 7,024 | 16.77 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 3,894 | 1.83 | 114 | 18.95 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 41,557 | 248.08 | 1,214 | -2.41 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196,514 | 27.11 | 5,740 | 48.28 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 730,249 | 8.63 | 21,331 | 26.72 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 59,772 | 7.51 | 1,746 | 25.36 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 8,141 | 0.10 | 238 | 16.75 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 31,108 | 909 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 5,077,667 | 6.05 | 148,319 | 23.71 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 14,723 | 33.81 | 430 | 56.36 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 51,731 | 0.00 | 1,511 | 16.68 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 21,810 | 5.17 | 637 | 22.74 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 57,743 | 8.55 | 1,687 | 26.67 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 408,818 | 5.35 | 11,942 | 22.89 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 48,433 | 16.44 | 1,415 | 35.83 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 193,696 | 3.23 | 5,658 | 20.41 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 221,386 | 24.08 | 6,467 | 44.75 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 11,672 | 3.73 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 18,560 | 1.13 | 465 | -9.20 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 11,445 | 334 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,233 | 148.59 | 36 | 200.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 340,289 | 1.72 | 9,940 | 18.66 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2,020,286 | 296.36 | 59 | 321.43 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2,267,730 | 5.54 | 66,240 | 23.11 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 1,327,110 | 5.45 | 38,765 | 23.01 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1,595,988 | 2.07 | 46,619 | 19.07 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 688,474 | 2.90 | 20,110 | 20.04 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 15,407 | 450 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 15,982 | 467 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1,779,473 | 12.90 | 51,978 | 31.70 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 818 | 3,990.00 | 24 | |||||
| 2025-07-31 | 13F | New Hampshire Trust | 79,988 | 32.61 | 2,336 | 54.70 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 15,205,975 | 2.14 | 444,167 | 19.15 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 437 | 9.25 | 13 | 20.00 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 645,078 | 10.41 | 18,843 | 28.80 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 7,465 | 218 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1,058,434 | 5.04 | 30,917 | 22.53 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 736,753 | 100.06 | 21,521 | 133.38 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7,223 | 209 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 66,773 | 0.58 | 1,966 | 21.52 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 566,492 | 1.12 | 16,547 | 17.97 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 58,221 | 0.06 | 1,701 | 16.68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,324,545 | 66.90 | 38,690 | 74.93 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 7,100 | 0 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 1,962 | 408.29 | 57 | 533.33 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 7,024 | 205 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 15,253 | 5.71 | 446 | 23.27 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 456,460 | 6.79 | 13,333 | 24.57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 55,240,546 | 14.46 | 1,613,576 | 33.53 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 46,077 | 79.05 | 1,346 | 108.85 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 797,307 | 3.93 | 23,289 | 21.23 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 32,809,028 | 653.67 | 958,352 | 779.18 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 20,249 | 3.94 | 591 | 21.36 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 394,811 | 15.81 | 11,528 | 35.05 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 312,194 | 0.54 | 9,120 | 17.21 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 43,800 | 1,279 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 85,267 | 156.62 | 2,491 | 199.64 | ||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 433,249 | 6.35 | 10,849 | -4.46 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 139,700 | 4.17 | 4,081 | 21.54 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 332,453 | 3,873.38 | 8,125 | 3,787.56 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 3,569 | 0.08 | 104 | 16.85 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 14,980 | 438 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 45,706 | 0.00 | 1,335 | 16.70 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 35,472 | 0.35 | 1,036 | 17.06 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 34,306 | 16.89 | 1,002 | 36.51 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8,813 | 257 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10,754 | 10.25 | 314 | 28.69 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 12,345 | 361 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 195,093 | 16.98 | 5,699 | 36.45 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 596,433 | 17.15 | 17,422 | 36.66 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 11,213 | 0.18 | 328 | 16.79 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1,473 | 7.13 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 11,568 | 0.31 | 338 | 17.01 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 9,055 | 706.32 | 264 | 842.86 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 143,254 | 35.17 | 4,184 | 57.71 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 127,672 | 319.77 | 3,729 | 390.01 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 79,933 | 7.13 | 2,335 | 24.95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4,863,412 | 19.11 | 142 | 39.22 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1,725,277 | 51.00 | 50,395 | 76.14 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 1,131,282 | 1.50 | 33,696 | 20.74 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 878 | 0.11 | 26 | 19.05 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 63,902 | 982.53 | 1,867 | 241.13 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 27,389 | 1.93 | 800 | 19.05 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 62,772 | 16.87 | 1,834 | 30.44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 367,653 | 16.86 | 10,739 | 36.33 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 11,194 | 0.10 | 327 | 16.43 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 14,778 | 0.03 | 432 | 16.80 | ||||
| 2025-08-14 | 13F | Betterment LLC | 218,182 | 2.15 | 6 | 20.00 | ||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 331,900 | 130.65 | 9,695 | 169.05 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 11,421 | 267.94 | 286 | -8.95 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 32,648 | 13.10 | 954 | 31.99 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 189,617 | 2,712.89 | 6 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 516,338 | 6.23 | 15,082 | 23.92 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 21,727 | 1.12 | 635 | 17.84 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9,676 | 283 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 391,704 | 13.70 | 11,544 | 32.75 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 193,460 | 12.91 | 5,651 | 31.70 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 55,349 | 1,673 | ||||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 1,896 | 55 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 20,210 | 4.19 | 590 | 21.65 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 577,225 | 19.13 | 16,861 | 38.97 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 297,139 | 5.26 | 8,679 | 22.79 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 11,900 | 345 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9,187,006 | 11.35 | 268,352 | 29.89 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 948,148 | 1.68 | 27,696 | 18.61 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 17,104 | 6.59 | 500 | 24.44 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 613,213 | 22.07 | 17,912 | 42.40 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 182,707 | 3.84 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 243,686 | 48.40 | 7,213 | 75.58 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | Put | 187 | 16.25 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 360 | 11 | ||||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 241,854 | 72.59 | 7,065 | 101.37 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 6,887 | 210 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 19,255 | 26.42 | 567 | 52.56 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 60,589 | 35.91 | 1,770 | 58.51 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 47,647 | 1,392 | ||||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 374,789 | 3.40 | 11,146 | 22.82 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 15,179 | 3.44 | 443 | 20.71 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20,251 | 3.34 | 592 | 20.61 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 611 | 0.49 | 18 | 13.33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,876,034 | 3.63 | 84,009 | 20.88 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 60,311 | 450.99 | 1,762 | 542.70 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 44,493 | 22.67 | 1,300 | 43.06 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 192,187 | 34.66 | 5,614 | 57.09 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 2,325 | 68 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 17,795 | 0.04 | 520 | 16.63 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 18,195 | 0.02 | 531 | 16.70 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 7,342 | 214 | ||||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 7,648 | 223 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 29,832 | 3.34 | 1 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 62,704 | 26.01 | 1,832 | 46.95 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 51,143 | 8.18 | 1,494 | 26.20 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 56,105 | 6.80 | 1,639 | 24.56 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 121,583 | 11.17 | 3,551 | 29.69 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 7,720 | 226 | ||||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 17,636 | 52.17 | 515 | 77.59 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 671,209 | 1.86 | 18,707 | 13.38 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 128,673 | 4.03 | 3,759 | 21.34 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 87,094 | 2.96 | 2,544 | 20.11 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 16,735 | 13.22 | 489 | 31.89 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 795,201 | 0.32 | 23,228 | 17.03 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 3,118,407 | 12.18 | 91,032 | 30.87 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 14,331 | 1.42 | 419 | 18.41 | ||||
| 2025-08-07 | 13F | Nwam Llc | 84,483 | 10.77 | 2,555 | 33.79 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 270,971 | 15.39 | 7,915 | 34.61 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 7,577 | 221 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6,823 | 6.48 | 199 | 24.38 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 644 | 19 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10,689 | 312 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 152,778 | 121.21 | 4,463 | 158.07 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 799,865 | 14.23 | 23,364 | 33.26 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 944,148 | 0.94 | 27,579 | 17.75 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 299,859 | 0.46 | 8,759 | 17.20 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 36,219 | 0.78 | 1,093 | 21.58 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 220,638 | 4.48 | 6,445 | 21.86 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 30,982 | 22.78 | 905 | 28.59 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 534,786 | 1.30 | 15,621 | 18.17 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 694,578 | 12.21 | 20,289 | 30.89 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 30,973 | 1.78 | 905 | 24.86 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 45,540 | 66.11 | 1,269 | 84.99 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7,420 | 217 | ||||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 11,231 | 0.62 | 328 | 17.56 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 64,653 | 220.94 | 1,889 | 274.60 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 617,997 | 1.93 | 18,052 | 18.91 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 226,855 | 44.12 | 6,626 | 68.13 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14,284 | 3.17 | 417 | 20.52 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 150,534 | 24.44 | 4 | 33.33 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 74,558 | 0.01 | 2,178 | 16.67 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9,413 | 0.01 | 275 | 16.60 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 135,014 | 118.15 | 3,944 | 154.88 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 16,000 | 467 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 19,003 | 0.19 | 559 | 28.21 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 23,917 | 2.45 | 699 | 19.52 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 150,158 | 4,185 | ||||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 645,005 | 9.14 | 18,841 | 27.31 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 496,204 | 7.22 | 14,494 | 25.09 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 15,200 | 444 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 194,251 | 110.56 | 5,829 | 152.29 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 4,020 | 0.10 | 117 | 17.00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 9,446 | 192.54 | 276 | 243.75 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 110,030 | 36.18 | 3,214 | 58.82 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 1,695,563 | 22.96 | 49,527 | 43.43 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 38,095 | 21.11 | 1,113 | 41.30 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 169,906 | 4.98 | 4,963 | 22.46 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 1,746,511 | 0.22 | 51,016 | 16.90 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 779,973 | 2,464.69 | 22,783 | 2,893.82 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 1,079,507 | 3.26 | 31,532 | 20.45 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 324,115 | 3.57 | 9,467 | 20.81 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 524,314 | 4.75 | 15,315 | 22.20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 252,645 | 0.84 | 7,380 | 17.63 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 642,509 | 2.52 | 18,768 | 19.59 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 17,168 | 0.01 | 501 | 16.78 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 20,309 | 593 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 60,928 | 32.62 | 1,780 | 54.70 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7,569 | 221 | ||||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 10,032 | 293 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1,985 | 1,737.96 | 0 | |||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 402,260 | 11,750 | ||||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 32,112 | 51.59 | 938 | 76.79 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 106,850 | 6.68 | 3,121 | 24.49 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8,078 | 0.92 | 236 | 17.50 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 2,960 | 2.21 | 86 | 19.44 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 99,013 | 2.23 | 2,892 | 19.36 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 17,360 | 0.01 | 507 | 16.82 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 442,843 | 0.75 | 12,935 | 17.53 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 42,286,978 | 4.54 | 1,235,203 | 21.95 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 8,194 | 52.96 | 239 | 78.36 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 58,704 | 41.23 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 304,022 | 5.00 | 8,880 | 22.48 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 405,091 | 2.18 | 11,833 | 19.19 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 166,585 | 40.54 | 4,866 | 63.92 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2,271,714 | 2.92 | 66,357 | 20.06 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11,347 | 5.94 | 331 | 23.51 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 1,165,141 | 1.98 | 34,034 | 18.97 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 494,318 | 26.13 | 14,439 | 47.14 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 329,500 | 1.08 | 9,625 | 17.91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 1,310,038 | 5.45 | 38,266 | 23.01 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 167,913 | 17.69 | 4,905 | 37.29 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 16,079 | 470 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1,434 | 0.07 | 42 | 17.14 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 8,955 | 262 | ||||||
| 2025-07-28 | 13F | Brown Financial Advisory | 8,240 | 241 | ||||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 41,898 | 12.75 | 1,286 | 27.99 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 10,834 | 0.14 | 316 | 17.04 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 151,459 | 173.18 | 4,424 | 218.73 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 88,111 | 11.42 | 2,574 | 29.95 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 11,715 | 342 | ||||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 25,435 | 0.61 | 743 | 17.22 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 7,972 | 233 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1,985,739 | 4.38 | 58,002 | 21.76 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 14,937 | 0.11 | 374 | -9.88 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 867,974 | 8.15 | 25,354 | 13.36 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 112,430 | 2,871.19 | 4 | -96.81 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 132,201 | 0.16 | 3,862 | 16.86 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 215,046 | 2.65 | 6,281 | 19.75 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 871,180 | 13.96 | 25,648 | 45.75 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 8,424 | 246 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 105,121 | 11.53 | 3,071 | 30.08 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 7,536 | 220 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 5,753 | 168 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2,076,826 | 0.92 | 60,664 | 17.72 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 1,867,657 | 2.22 | 54,554 | 19.24 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 21,568 | 37.69 | 624 | 58.93 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7,156 | 209 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 116,482 | 0.05 | 3,402 | 16.71 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 10,038 | 3.53 | 293 | 21.07 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 507,648 | 20.07 | 14,828 | 40.07 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 26,380 | 61.89 | 771 | 88.73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 147,208 | 2.86 | 4,300 | 19.98 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 32,183 | 36.60 | 1 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 152,992 | 58.50 | 4,469 | 84.93 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 485,749 | 31.36 | 14,679 | 58.54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 | 0 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 127,376 | 8.05 | 3,721 | 26.06 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 18,956 | 51.04 | 554 | 76.11 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 6,949 | 203 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 6,885 | 201 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 251,880 | 96.21 | 7,357 | 128.90 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 284,961 | 7.42 | 8,324 | 25.31 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 27,296 | 8.39 | 797 | 26.51 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 43,827 | 16.22 | 1,280 | 35.59 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 14,775 | 1.09 | 427 | 16.99 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 889 | 26 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 47,638 | 101.93 | 1 | |||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 49,804 | 29.58 | 1,455 | 51.14 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 37,163 | 1,065 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 997 | 29 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 654,286 | 28.31 | 19 | 58.33 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 1,218,280 | 2.96 | 35,586 | 20.11 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12,655 | 370 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 291,723 | 9.97 | 8,521 | 28.29 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 443,719 | 246.24 | 12,961 | 304.02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,063,125 | 5.13 | 235,524 | 22.63 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 64,633 | 3.77 | 1,888 | 21.04 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 1,547,812 | 45,212 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 184 | 5 | ||||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 15,095 | 441 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 6,888 | 201 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 31,311 | 7.91 | 915 | 25.90 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 25,062 | 4.05 | 732 | 21.39 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 134,549 | 0.08 | 3,930 | 16.76 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 101,925 | 16.15 | 3,000 | 36.50 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 22,133 | 2.93 | 1 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4,907 | 0.10 | 143 | 17.21 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 149,006 | 3.54 | 4,352 | 20.79 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 74,174 | 6.94 | 2,167 | 24.77 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 19,963 | 583 | ||||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 84,961 | 18.27 | 2,482 | 37.99 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 21,405 | 4.46 | 625 | 21.83 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 29,421 | 859 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 259,017 | 192.28 | 7,566 | 240.92 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 169,889 | 1.80 | 4,962 | 18.76 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 210,016 | 20.19 | 6,135 | 40.21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,842,162 | 6.77 | 112,230 | 24.55 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 8,132 | 0.10 | 238 | 16.75 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 106,836 | 19.93 | 3,229 | 44.75 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 678,574 | 20.89 | 16,991 | 8.62 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13,650 | 60.97 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 289,897 | 8,468 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 390,729 | 7.53 | 9,784 | -3.39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 942,458 | 314.98 | 27,529 | 384.15 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 116,325 | 11.28 | 3,398 | 29.81 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 171,905 | 17.75 | 5,021 | 37.37 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 14,477 | 8.03 | 423 | 25.97 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 1,942,809 | 2.69 | 56,749 | 19.79 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 136,395 | 3.72 | 3,984 | 21.02 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 7,701 | 225 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 15,105 | 441 | ||||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 10,034 | 0.34 | 293 | 17.20 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 2,139 | 18.05 | 62 | 37.78 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 21,906 | 15.48 | 640 | 34.81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 272,484 | 1.98 | 7,959 | 18.95 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 493,656 | 2.26 | 14,420 | 19.29 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1,916,661 | 132.08 | 55,986 | 170.73 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 1,179,719 | 0.40 | 34,460 | 17.12 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 6,936 | 203 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 88,486 | 60.01 | 2,585 | 86.71 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 127,373 | 0.95 | 3,721 | 17.76 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 8,725 | 0.03 | 255 | 16.51 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 114,668 | 137.92 | 3,349 | 177.69 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 390,296 | 13.79 | 11,401 | 32.74 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 18,284 | 534 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 677,934 | 12.64 | 19,802 | 31.39 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 74,139 | 0.00 | 2,166 | 16.65 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 7,616 | 222 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 1,851,661 | 7.28 | 54,087 | 25.15 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 212,151 | 4.29 | 6,197 | 21.66 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 634,555 | 1.31 | 18,535 | 18.19 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 682,185 | 2.18 | 19,927 | 19.20 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 7,600 | 222 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 192,423 | 106.20 | 5,621 | 140.58 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 8,455 | 247 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 86,500 | 2,527 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 20,687 | 2.97 | 604 | 20.08 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 611 | 0.49 | 18 | 13.33 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 322,359 | 69.69 | 9,416 | 97.98 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 26,875 | 31.60 | 785 | 53.62 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 795,956 | 425.87 | 23,250 | 513.43 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 294,260 | 1.73 | 9 | 14.29 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 40,291 | 3.80 | 1,177 | 21.11 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 2,959,493 | 3.14 | 86,447 | 20.31 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 27,260 | 796 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 737,503 | 1.63 | 22,280 | 21.44 | ||||
| 2025-07-14 | 13F | Friday Financial | 502,740 | 0.42 | 14,685 | 15.21 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 7,361 | 215 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 412,349 | 29.14 | 12,045 | 50.64 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 75,056 | 2.83 | 2,192 | 19.98 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 15,152 | 0.10 | 443 | 16.62 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 21,515 | 17.66 | 628 | 37.42 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 198,438 | 1.78 | 5,796 | 18.75 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 101,595 | 339.23 | 2,968 | 412.44 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,252,000 | 0.04 | 65,781 | 16.70 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 17,762 | 2.58 | 519 | 19.63 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 182,000 | 11.10 | 5,316 | 29.63 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 797,120 | 6.93 | 23,284 | 24.74 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 16,156 | 0.09 | 472 | 4.90 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 7,763 | 227 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 475,708 | 100.44 | 13,898 | 133.89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 27,854,880 | 13.20 | 813,641 | 32.05 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 284,264 | 2,848.49 | 8,303 | 3,345.23 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 29,229 | 854 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 132,585 | 0.18 | 3,873 | 16.87 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 29,908 | 874 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 227,419 | 29.02 | 6,643 | 50.51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,489,982 | 7.64 | 218,782 | 25.57 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 152,926 | 17.36 | 4,467 | 36.91 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 13,252 | 66.92 | 332 | 49.77 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 49,472 | 1.29 | 1,445 | 18.25 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1,295,841 | 0.84 | 37,852 | 17.63 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 150,269 | 132.06 | 4,389 | 170.76 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 47,701 | 11.17 | 1,393 | 29.70 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 517,010 | 11.76 | 15,102 | 30.37 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 109,516 | 25.87 | 3,199 | 46.83 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 12,101 | 22.08 | 353 | 42.34 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 10,045 | 0.45 | 293 | 17.20 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 553,870 | 16,179 | ||||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 793,461 | 4.52 | 23,177 | 21.93 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 690,128 | 50.56 | 20,159 | 75.64 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 2,508 | 46.84 | 73 | 73.81 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 9,054 | 0.02 | 264 | 16.81 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 21,468 | 26.61 | 627 | 47.88 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 45,745,266 | 10.98 | 1,336,220 | 29.46 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 26,926 | 787 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8,048 | 0 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3,765,364 | 6.25 | 109,986 | 23.95 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 3,150,645 | 3.26 | 92,030 | 20.46 | ||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 24,817 | 0.76 | 725 | 17.53 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 26,011 | 87.89 | 760 | 119.36 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 17,777 | 519 | ||||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 750,774 | 778.61 | 21,930 | 925.25 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 1,611,594 | 25.52 | 48,445 | 38.87 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 63,284 | 12.03 | 1,849 | 30.69 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 107,976 | 39.31 | 3,154 | 62.53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 491,814 | 201.07 | 14,366 | 251.22 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 154,277 | 42.66 | 4,506 | 66.46 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 29,730 | 0.51 | 868 | 17.30 | ||||
| 2025-07-16 | 13F | Novem Group | 1,355,187 | 25.60 | 39,585 | 46.52 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8,279 | 242 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 272,250 | 185.63 | 7,952 | 233.28 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 794,943 | 6.79 | 23 | 27.78 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 22,038 | 148.62 | 552 | 123.08 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 40,212 | 3.10 | 1,175 | 20.29 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 85,253 | 2 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 122,059 | 13.28 | 3,565 | 32.13 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 774,887 | 5.22 | 22,634 | 22.84 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 7,116 | 208 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 8,603 | 3.80 | 251 | 21.26 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 9,878 | 0.08 | 289 | 16.60 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 329,372 | 1.17 | 8,247 | -9.10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8,643,532 | 22.34 | 252 | 43.18 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8,122 | 0.78 | 237 | 17.91 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 574 | 17 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 21,888 | 0.11 | 639 | 16.82 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 26,073 | 21.51 | 762 | 57.23 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 816,618 | 8.71 | 23,853 | 26.81 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 33,058 | 828 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 892,683 | 11.79 | 26,075 | 30.41 | ||||
| 2025-09-03 | 13F | American Trust | 132,969 | 3,884 | ||||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 22,108 | 13.00 | 646 | 31.90 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 815 | 24 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 423,186 | 86.98 | 12,361 | 118.12 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 221,489 | 2.60 | 6,470 | 19.69 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 73,358 | 10.49 | 2,143 | 28.88 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1,664,649 | 4.18 | 48,624 | 21.53 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 109,942 | 5.94 | 3,211 | 23.60 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 263,011 | 21.86 | 7,683 | 41.19 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 686,148 | 7.69 | 20,042 | 25.62 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14,981 | 438 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 42,414 | 1.18 | 1,239 | 18.02 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 5,637 | 127.21 | 165 | 19.71 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 12,920 | 56.72 | 377 | 83.01 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 555,261 | 21.83 | 16,219 | 42.12 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 243,416 | 7,110 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 81,211 | 264.70 | 2,372 | 325.85 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 350,744 | 2.75 | 10,245 | 19.87 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 22,602 | 35.81 | 660 | 58.65 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 29,015 | 0.02 | 848 | 16.67 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 77,844 | 5.06 | 2,274 | 22.53 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 24,969 | 0.08 | 729 | 16.83 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 714 | 0.14 | 21 | 17.65 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 22,494 | 10.18 | 657 | 28.57 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 6,976 | 204 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 21,028 | 614 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 3,405 | 99 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 11,200 | 327 | ||||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 169,894 | 2.24 | 4,963 | 19.28 | ||||
| 2025-08-05 | 13F | VGI Partners Ltd | 8,606 | 251 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 196,701 | 16.23 | 5,746 | 35.59 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 92,975 | 0.61 | 2,716 | 17.33 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 97,240 | 2.24 | 2,840 | 19.28 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,465,966 | 0.49 | 42,821 | 17.22 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 16,268 | 2.31 | 475 | 19.35 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3,719 | 0.08 | 109 | 16.13 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 82,208 | 17.36 | 2,401 | 36.89 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 239,349 | 6,991 | ||||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 9,460 | 8.05 | 276 | 26.03 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 729,213 | 1.44 | 21,300 | 18.33 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 50,012 | 0.14 | 1,474 | 28.20 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 41,701 | 349.46 | 1,218 | 425.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,466,642 | 8.29 | 159,681 | 26.33 | ||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 46,573 | 1,360 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 54,818 | 241.14 | 1,601 | 341.05 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,630 | 15.19 | 48 | 34.29 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 50,412 | 484.69 | 1,473 | 584.65 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 12,879 | 8.18 | 376 | 26.60 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 214,833 | 6.22 | 6,275 | 23.91 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1,950 | 57 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 50,581 | 1.58 | 1,533 | 22.95 | ||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 115,083 | 10.01 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 818,260 | 2.18 | 23,901 | 19.20 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 3,861 | 26.67 | 113 | 47.37 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 428,616 | 11.20 | 12,520 | 28.69 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 113,543 | 2.27 | 3,317 | 19.28 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 160,181 | 7.21 | 4,679 | 25.05 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,058,190 | 30,910 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 881 | 22 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 104,185 | 1,055.81 | 3,043 | 1,252.44 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 9,014 | 0.24 | 263 | 16.89 |
