Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares 0-3 Month Treasury Bond ETF meliputi CRDBX - Conquer Risk Defensive Bull Fund, Peavine Capital, Llc, CRTBX - Conquer Risk Tactical Rotation Fund, Tlwm, Sun Life Financial Inc, Osborne Partners Capital Management, Llc, CRTOX - Conquer Risk Tactical Opportunities Fund, Archer Investment Management, LLC, Albion Financial Group /ut, Spectrum Planning & Advisory Services Inc., Natixis, Capital Investment Advisors, LLC, Bull Oak Capital, LLC, Sandhill Capital Partners LLC, Code Waechter LLC, Penney Financial, LLC, Strategic Equity Management, Leonard Rickey Investment Advisors P.L.L.C., Teca Partners, LP, dan MOFTX - Mercer Opportunistic Fixed Income Fund Class I .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 21,927 | 16.48 | 2,208 | 16.46 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 190,201 | 0.84 | 19,151 | 0.86 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 18,485 | 56.76 | 1,861 | 56.78 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 3,060 | 35.04 | 308 | 35.09 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 409,829 | 19.92 | 41 | 20.59 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 246,952 | 41.31 | 24,866 | 41.34 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 55,878 | 309.33 | 5,626 | 309.46 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 698 | 70 | ||||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 25,959 | 221.55 | 2,655 | 226.97 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 341,969 | 94.87 | 34,433 | 94.91 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 8,842 | 890 | ||||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 154,346 | 2.00 | 15,542 | 2.02 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 112,158 | 11,293 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2,203 | 2.04 | 222 | 1.84 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 175,110 | 914.60 | 17,627 | 915.91 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 23,127 | 272.96 | 2,329 | |||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 63,541 | 28.88 | 6,398 | 28.89 | ||||
| 2025-08-04 | 13F | Balentine LLC | 1,009,163 | 12.40 | 101,613 | 12.42 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 15 | 2 | ||||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 12,724 | 22.39 | 1,281 | 22.47 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 71,355 | 10.12 | 7,191 | 10.26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 90,808 | 8.29 | 9,143 | 8.32 | ||||
| 2025-07-17 | 13F | Klein Pavlis & Peasley Financial, Inc. | 144,996 | 114.58 | 14,600 | 115.32 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 1,260,139 | 17.47 | 126,883 | 17.49 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 4,160 | 27.45 | 419 | 27.36 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,695 | 3.85 | 473 | 3.74 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 168,284 | 10.22 | 16,945 | 10.25 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 12,505 | 221.71 | 1,259 | 221.99 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 7,053 | 1.07 | 710 | 1.14 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 400 | 40 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 58,426 | 4.30 | 5,883 | 4.31 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 663,339 | 26.98 | 66,792 | 27.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 114,726 | 71.24 | 11,552 | 71.28 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 70,880 | 100.33 | 7,137 | 100.39 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 18,321 | 1,845 | ||||||
| 2025-07-28 | 13F | Tlwm | 484,569 | 48,791 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 9,926 | 61.87 | 999 | 61.91 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 133 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 23,111 | 679.46 | 2,327 | 680.54 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 18,678 | 1,877 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 130,453 | 111.27 | 13,135 | 111.31 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 5,070 | 89.89 | 510 | 90.30 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2,971 | 299 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 9,588 | 5.70 | 966 | 5.70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 263,078 | 154.93 | 26,497 | 155.07 | ||||
| 2025-08-26 | NP | CRTOX - Conquer Risk Tactical Opportunities Fund | 142,820 | 14,381 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 807 | 1.00 | 81 | 1.25 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 208,327 | 2,691.09 | 2,502 | 233.02 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 17,097 | 1.04 | 1,722 | 1.06 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 10,389 | 163.01 | 1,046 | 163.89 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 14,655 | 1,476 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 103,788 | 4.50 | 10,450 | 4.52 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 23,205 | 27.42 | 2,337 | 27.44 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 17,870 | 1.61 | 1,799 | 1.64 | ||||
| 2025-07-31 | 13F | Mader & Shannon Wealth Management, Inc. | 188,087 | 0.77 | 18,938 | 0.79 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4,916 | 495 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 32,799 | 13.01 | 3,303 | 13.04 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 32,859 | 3,309 | ||||||
| 2025-08-15 | 13F/A | Cable Car Capital LLC | 3,292 | 1.04 | 331 | 0.91 | ||||
| 2025-08-26 | NP | CRDBX - Conquer Risk Defensive Bull Fund | 6,010,295 | 605,177 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 8,510 | 8.27 | 857 | 8.22 | ||||
| 2025-08-07 | 13F | Capitol Family Office, Inc. | 3,291 | 1.29 | 331 | 1.22 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 15,774 | 0.84 | 1,588 | 0.89 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 30,933 | 12.62 | 3,115 | 12.62 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2,072 | 209 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 81 | 8 | ||||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 142,022 | 3.64 | 14,303 | 3.71 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 2,468 | 248 | ||||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 173,475 | 5.09 | 17,467 | 5.11 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 331,023 | 2.87 | 33,331 | 2.89 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 15,903 | 21.61 | 1,601 | 21.66 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33,558 | 3,379 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2,000 | 201 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2,993 | 37.10 | 301 | 37.44 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 79,429 | 1,496.24 | 7,998 | 1,499.40 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 3,000 | 36.36 | 302 | 36.65 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 45,366 | 6.57 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 5,746 | 579 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 16,675 | 366.43 | 1,679 | 367.69 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 6,974 | 2.85 | 702 | 2.93 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Opportunities ETF | 83,202 | 33.54 | 8,379 | 33.62 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 38,055 | 4.52 | 3,831 | 4.87 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 96,559 | 9,723 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 89,207 | 369.98 | 8,982 | 370.26 | ||||
| 2025-08-11 | 13F | Sprott Inc. | 28,997 | 7.66 | 2,920 | 7.67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 166,392 | 7.88 | 16,754 | 7.90 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 392,339 | 77.25 | 39,505 | 77.28 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 6,025 | 21.28 | 607 | 21.20 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,739,491 | 121.97 | 175,149 | 122.02 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 96,823 | 24.66 | 9,749 | 24.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,125,196 | 79.86 | 213,986 | 79.89 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 50,969 | 143.59 | 5,132 | 143.68 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 4,743 | 33.49 | 478 | 33.61 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117,214 | 3.68 | 11,800 | 4.04 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2,255 | 9.47 | 227 | 9.66 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 18,925 | 1,906 | ||||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 25,738 | 3.83 | 2,592 | 3.85 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 2,408 | 242 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 570 | 6.15 | 57 | 5.56 | ||||
| 2025-08-18 | 13F | Spg Advisors Llc | 4,346 | 438 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11,319 | 2.76 | 1,140 | 2.80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,203,964 | 21.20 | 725,367 | 21.23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 330,983 | 11.40 | 33,327 | 11.42 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5,326 | 536 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 474,431 | 74.54 | 47,770 | 74.58 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 748,815 | 558.27 | 75,398 | 558.44 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 69,484 | 54.68 | 6,982 | 54.43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 658,303 | 81.80 | 66,284 | 81.84 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 143,694 | 211.94 | 14,469 | 212.01 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 39,646 | 32.37 | 3,992 | 32.37 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 717 | 72 | ||||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 10,722 | 0.85 | 1,080 | 1.03 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4,062 | 82.73 | 409 | 83.41 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 28,241 | 49.99 | 2,844 | 50.03 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1,500 | 151 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6,518 | 656 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 327,531 | 5.21 | 32,979 | 5.23 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 2,193 | 1.34 | 221 | 1.38 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 2,553 | 19.58 | 257 | 20.09 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 238,041 | 4.32 | 23,968 | 4.34 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 67,190 | 2.76 | 6,767 | 2.83 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 78,797 | 7.12 | 7,934 | 7.14 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 33,611 | 53.08 | 3,384 | 53.12 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 19 | -83.48 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 147,542 | 143.53 | 14,856 | 143.56 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 88,931 | 4.98 | 9 | 0.00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 62,257 | 25.07 | 6,269 | 25.08 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 6,447 | 647 | ||||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 49,980 | 5,033 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 71,282 | 20.77 | 7,177 | 20.80 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 4,008 | 404 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 83,065 | 626.16 | 8 | 700.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 65,486 | 22.23 | 6,594 | 22.25 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 23,208 | 66.75 | 2,337 | 66.74 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 28,295 | 0.87 | 2,849 | 0.92 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 3,060 | 308 | ||||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 90,144 | 332.39 | 9,077 | 332.60 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 6,103 | 20.78 | 615 | 20.87 | ||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 3,000 | 302 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 4,753 | 233.31 | 479 | 234.27 | ||||
| 2025-08-13 | 13F | Arjuna Capital | 550,859 | 13.39 | 55,466 | 13.41 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 80 | 1.27 | 8 | 14.29 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 645,900 | 41.44 | 65,036 | 41.47 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 15,116 | 196.39 | 1,522 | 196.69 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 155,404 | 7.96 | 15,648 | 7.98 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1,988 | 200 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4,901 | 493 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 68,463 | 58.84 | 6,894 | 58.86 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 932,846 | 7.24 | 93,770 | 7.24 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,543,714 | 243.93 | 155,437 | 244.01 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 273,695 | 17.67 | 28 | 17.39 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 22,874,397 | 10,406.58 | 227 | -98.96 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19,895 | 14.88 | 2,004 | 14.92 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 275,629 | 26.36 | 27,753 | 26.39 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12,224 | 12.65 | 1,231 | 12.64 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6,473 | 0.02 | 652 | 0.00 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 103,670 | 10,439 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2,218 | 223 | ||||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 11,143 | 0.49 | 1,122 | 0.45 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 140,007 | 27.29 | 14,097 | 27.31 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1,819 | 21.27 | 183 | 20.53 | ||||
| 2025-08-14 | 13F | Night Owl Capital Management, LLC | 64,241 | 81.42 | 6,468 | 81.48 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8,396,686 | 33.50 | 845,463 | 33.52 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 42,077 | 4,237 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 155,336 | 6.19 | 15,641 | 6.21 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 41,437 | 104.59 | 4,172 | 104.71 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 702,062 | 50.50 | 70,691 | 50.53 | ||||
| 2025-08-14 | 13F | T. Rowe Price Investment Management, Inc. | 519,308 | 101.60 | 52 | 108.00 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 886 | |||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9,623 | 68.41 | 969 | 68.35 | ||||
| 2025-08-12 | 13F | Sandhill Capital Partners LLC | 97,081 | 9,775 | ||||||
| 2025-08-13 | 13F | Westerkirk Capital Inc. | 67,000 | 6,746 | ||||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 69,560 | 8.52 | 7,004 | 8.54 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 7,979 | 65.23 | 803 | 65.23 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 366,909 | 520.47 | 36,944 | 520.59 | ||||
| 2025-07-16 | 13F | First American Bank | 11,122 | 38.30 | 1,120 | 38.32 | ||||
| 2025-08-12 | 13F | NDVR, Inc. | 3,801 | 383 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 6,742 | 679 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 39 | 4 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 405,882 | 34.52 | 40,868 | 34.55 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 155,510 | 3.47 | 15,609 | 3.49 | ||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 223,157 | 531.80 | 22,470 | 531.89 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 11,780 | 1,186 | ||||||
| 2025-07-16 | 13F | Moneywise, Inc. | 25,296 | 2,547 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 118 | 0 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 99,359 | 10,004 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 3,420 | 14.00 | 344 | 13.91 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 20,354 | 69.89 | 2,049 | 69.90 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 225,280 | 11.07 | 22,683 | 11.10 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 28,446 | 688.41 | 2,858 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 37,658 | 35.57 | 3,792 | 35.59 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 870,273 | 14.16 | 87,445 | 14.24 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 29,793 | 7.70 | 2,994 | 7.70 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 5,069 | 510 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 24,795 | 2,497 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 66,626 | 3.59 | 6,709 | 3.61 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 47,615 | 5.09 | 4,794 | 5.11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 298,730 | 8.93 | 30,079 | 8.95 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 114 | 12 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 130,982 | 21.18 | 13,189 | 21.20 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 229 | 42.24 | 23 | 43.75 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 64,888 | 166.52 | 6,534 | 166.65 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 3,369 | 5.94 | 339 | 5.94 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 2,450 | 247 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13,460 | 98.03 | 1,355 | 98.10 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,706 | 272 | ||||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 15,855 | 75.68 | 1,596 | 75.77 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17,642 | 3.39 | 1,776 | 3.44 | ||||
| 2025-08-06 | 13F | Malaga Cove Capital, LLC | 59,888 | 6,030 | ||||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 28,630 | 249.15 | 2,883 | 249.33 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 10,463 | 106.53 | 1,053 | 106.47 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 73,498 | 26.44 | 7,401 | 26.45 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12,100 | 10.45 | 1,218 | 10.53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,491,342 | 21.11 | 250,854 | 21.14 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 44,027 | 0.80 | 4,433 | 1.19 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 33,665 | 6.17 | 3,390 | 6.17 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1,184 | 119 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 68,390 | 63.67 | 6,886 | 63.72 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 4,112 | 15.12 | 414 | 15.04 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 312,240 | 44.93 | 31,439 | 44.96 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5,886 | 593 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 11,434 | 19.22 | 1,151 | 19.27 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 117,994 | 34.77 | 11,870 | 35.11 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 5,837 | 87.81 | 586 | 88.42 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3,744 | 377 | ||||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 213,689 | 4.39 | 21,516 | 4.42 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 5,669 | 25.98 | 571 | 25.83 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 12,823 | 84.64 | 1,291 | 84.69 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 126 | 270.59 | 13 | 300.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2,099,914 | 54.46 | 211,440 | 54.49 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,652 | 5.29 | 1,073 | 5.30 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 529,734 | 48.36 | 53,212 | 48.30 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3,278 | 13.82 | 330 | 14.19 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 2,528 | 3.14 | 255 | 3.25 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 2,370,040 | 21.95 | 238,639 | 21.97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,313,701 | 28.40 | 232,989 | 28.42 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,101 | 0.82 | 111 | 0.92 | ||||
| 2025-08-13 | 13F | ESG Planning | 47,905 | 154.83 | 4,824 | 154.92 | ||||
| 2025-08-27 | NP | ACUSX - Advisors Capital US Dividend Fund | 103,700 | 26.93 | 10,442 | 26.96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10,561,368 | 3.21 | 1,063,424 | 3.23 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 35,050 | 3,529 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 75,377 | 54.67 | 7,590 | 54.69 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 12,271 | 412.79 | 1,236 | 414.58 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 18,957 | 0.57 | 1,909 | 0.58 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 29,808 | 41.89 | 3,001 | 41.96 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 18,850 | 56.60 | 1,898 | 56.73 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 869,949 | 2.84 | 87,569 | 2.86 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 10,265 | 20.75 | 1,034 | 20.82 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 108,232 | 70.79 | 10,898 | 70.83 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2,509 | 102.34 | 253 | 103.23 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 7,712 | 776 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 562 | 57 | ||||||
| 2025-08-11 | 13F | Strategic Equity Management | 79,021 | 7,957 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 4,347 | 438 | ||||||
| 2025-08-05 | 13F | Everest Management Corp. | 10,750 | 1,082 | ||||||
| 2025-08-12 | 13F | Main Management LLC | 188,618 | 31.52 | 19 | 28.57 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 8,365 | 87.77 | 842 | 87.95 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3,977 | 1.04 | 399 | 1.01 | ||||
| 2025-08-13 | 13F | Teca Partners, LP | 76,000 | 7,652 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5,114 | 3.52 | 515 | 3.63 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,136,929 | 26.18 | 215,167 | 26.20 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,287 | 1,036 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 26,338 | 2,652 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 356,478 | 4.82 | 35,894 | 4.84 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 55,145 | 747.34 | 5,553 | 747.63 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 38 | 4 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 20,716 | 9.67 | 2,086 | 9.68 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 6,270 | 631 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 18,024 | 71.22 | 1,815 | 71.29 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 2,450 | 247 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 833,755 | 3.18 | 83,951 | 3.20 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2,480 | 250 | ||||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 19,689 | 4.08 | 1,982 | 4.10 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 3,862 | 10.28 | 388 | 9.94 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 759,836 | 26.25 | 76,508 | 26.27 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 10,183 | 58.64 | 1,025 | 58.67 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 37,750 | 16.03 | 3,801 | 16.06 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 440,428 | 2.22 | 44,347 | 2.24 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 45,395 | 2.43 | 4,560 | 2.43 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 393,918 | 1.34 | 39,664 | 1.36 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,473,988 | 110.43 | 249,106 | 110.47 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 10,019 | 141.83 | 1,009 | 141.73 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,053,609 | 33.83 | 106,088 | 33.86 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 293,215 | 223.03 | 29,524 | 223.11 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3,394 | 342 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 56,091 | 5,648 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 26,547 | 2,673 | ||||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 82,407 | 8.66 | 8,298 | 8.68 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 4,400 | 443 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 52,459 | 120.09 | 5,282 | 120.18 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 34 | 3.03 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 4,456 | 123.02 | 449 | 122.89 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 42,779 | 63.25 | 4,307 | 63.33 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5,144 | 13.50 | 518 | 13.38 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 143,015 | 708.77 | 14,400 | 708.99 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 233,941 | 7.91 | 23,555 | 7.98 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | 0 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 18,904 | 16.05 | 1,903 | 16.11 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 18,769 | 278.03 | 1,890 | 278.56 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14,371 | 18.51 | 1,447 | 18.61 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 222 | 22 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 29,718 | 2,983 | ||||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 2,000 | 201 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 72,118 | 8.69 | 7,262 | 8.71 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 119,120 | 6.88 | 11,994 | 6.90 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 63,440 | 6,388 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 2,490 | 251 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 206,941 | 37.71 | 20,837 | 37.73 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 376 | 0.80 | 38 | 0.00 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 33,208 | 24.48 | 3,343 | 24.47 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3,880 | 2.70 | 391 | 2.63 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5,870 | 15.67 | 1 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,781,074 | 29.63 | 179,336 | 29.66 | ||||
| 2025-08-28 | NP | SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 43,574 | 4,387 | ||||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 11,063 | 1,114 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 51 | 2.00 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 282,901 | 22.33 | 28,484 | 22.34 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 100,059 | 23.07 | 10,075 | 23.09 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 14,758 | 1,486 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 5,283 | 23.69 | 532 | 23.78 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 171 | 167.19 | 17 | 183.33 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 15,617 | 56.78 | 1,573 | 56.89 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 43,930 | 100.59 | 4 | 100.00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 11,235 | 51.39 | 1,131 | 51.41 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 3,325 | 6.40 | 335 | 6.37 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 3,386 | 82.44 | 341 | 82.80 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,158 | 15.22 | 117 | 14.85 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 165,785 | 201.33 | 16,693 | 201.41 | ||||
| 2025-08-01 | NP | Advisors Preferred Trust - The Gold Bullion Strategy Portfolio | 75,510 | 7.43 | 7,603 | 7.45 | ||||
| 2025-08-28 | NP | EDGF - 3EDGE Dynamic Fixed Income ETF | 282,828 | 22.38 | 28,478 | 22.40 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 13,747 | 123.46 | 1,384 | 123.59 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 100,029 | 71.41 | 10 | 100.00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 43,416 | 7.47 | 4,372 | 7.47 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 24,343 | 79.77 | 2,451 | 79.82 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 93,162 | 78.23 | 9,380 | 78.26 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 745 | 1.09 | 75 | 1.35 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 15,886 | 140.62 | 1,600 | 140.81 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 148,008 | 23.95 | 14,903 | 23.97 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 97,555 | 9,823 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 61,595 | 22.25 | 6,201 | 22.53 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 187,783 | 4,814.50 | 18,908 | 4,823.70 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 2,491 | 251 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 112,084 | 132.46 | 11,253 | 130.31 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,376,211 | 100.03 | 138,571 | 100.07 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 2,082 | 210 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 31,394 | 169.99 | 3,161 | 170.17 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3,195 | 322 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 31,092 | 21.90 | 3,131 | 21.93 | ||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 40,993 | 7.07 | 4,128 | 7.08 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 63,110 | 55.16 | 6,355 | 55.20 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 88,857 | 49.28 | 8,947 | 49.32 | ||||
| 2025-08-25 | NP | FPAG - FPA Global Equity ETF | 65,123 | 57.02 | 6,557 | 57.05 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 4,621 | 40.88 | 465 | 40.91 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 25,449 | 60.49 | 2,563 | 60.53 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3,264 | 28.30 | 329 | 28.13 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 3,692 | 372 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 23,380 | 54.33 | 2,354 | 54.36 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 220,261 | 22,178 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 19,473 | 43.94 | 1,961 | 44.01 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 2,622 | 264 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 8,834 | 890 | ||||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 21,938 | 218.50 | 2,209 | 218.61 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 4,078 | 411 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 125,143 | 2,332.32 | 12,601 | 2,337.14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 630,981 | 15.49 | 63,533 | 15.89 | ||||
| 2025-08-01 | 13F | First Pacific Advisors, LP | 48,123 | 15.08 | 4,846 | 15.11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 280,796 | 17.68 | 28,273 | 17.70 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 134,506 | 18.21 | 13,543 | 18.24 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 9,339 | 26.24 | 940 | 26.34 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 4,004 | 403 | ||||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 167,525 | 193.77 | 16,868 | 193.87 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20,582 | 155.74 | 2,072 | 155.80 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 5,325 | 536 | ||||||
| 2025-07-31 | 13F | Peapod Lane Capital LLC | 18,729 | 29.91 | 1,886 | 29.91 | ||||
| 2025-04-15 | 13F | Collier Financial | 18,319 | 67.94 | 1,844 | 68.56 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 16,957 | 131.72 | 1,707 | 131.93 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,234 | 25.56 | 426 | 25.66 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 67,117 | 23.41 | 6,758 | 23.46 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1,150 | -13.02 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 77,686 | 7,822 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 51,532 | 29.38 | 5,189 | 29.44 | ||||
| 2025-08-14 | 13F | Ackerman Asset Management, LLC | 29,263 | 4.36 | 2,946 | 4.39 | ||||
| 2025-07-15 | 13F | Maseco Llp | 52,734 | 5,310 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 113,154 | 11,394 | ||||||
| 2025-08-06 | 13F | RD Finance Ltd | 46,000 | 5 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 392,505 | 26.42 | 40 | 25.81 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 205 | 0 | ||||||
| 2025-08-21 | NP | MOFTX - Mercer Opportunistic Fixed Income Fund Class I | 73,550 | 7,406 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 65,956 | 1.32 | 6,641 | 1.34 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 20,225 | 2,036 | ||||||
| 2025-08-13 | 13F | Natixis | 99,500 | 10,020 | ||||||
| 2025-07-11 | 13F | Scratch Capital Llc | 48,743 | 14.89 | 4,908 | 14.92 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 12,184 | 1,227 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 69,979 | 58.09 | 7,046 | 58.12 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 136,046 | 3.02 | 13,698 | 3.04 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 83,910 | 104.98 | 8,431 | 104.64 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 3,382 | 36.15 | 341 | 36.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,742,085 | 2.98 | 175,411 | 3.00 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 10,114 | 107.08 | 1,015 | 107.14 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 330,699 | 7.25 | 33,298 | 7.27 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 4,652 | 1.86 | 468 | 1.96 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 14,550 | 67.24 | 1,465 | 67.43 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 140,412 | 6,376.57 | 14,138 | 6,385.32 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 10,270,471 | 6,699.93 | 16,433 | 8.08 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 930,987 | 43.12 | 93,741 | 43.25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 769,590 | 14.56 | 77 | 14.93 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 205,536 | 3.16 | 20,695 | 3.19 | ||||
| 2025-07-18 | 13F | Montgomery Investment Management Inc | 87,500 | 90.13 | 8,810 | 90.20 | ||||
| 2025-04-22 | 13F | VanWeelden Wealth Management, LLC | 60,761 | 18.06 | 6,117 | 18.48 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 157,750 | 16.55 | 15,884 | 16.57 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 16,861 | 37.06 | 1,698 | 37.08 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 32,447 | 987.00 | 3,267 | 989.00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 148,874 | 19.98 | 14,990 | 20.01 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 58 | 1.75 | 6 | 0.00 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 9,081 | 172.87 | 914 | 172.84 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 118,463 | 18.55 | 11,928 | 18.58 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 24,084 | 2,425 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 17,245 | 13.80 | 1,736 | 13.84 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 626 | 396.83 | 63 | 425.00 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 7,528 | 13.97 | 758 | 14.16 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 38,320 | 55.12 | 3,858 | 55.19 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 169,744 | 258.89 | 17,092 | 258.98 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 2,224 | 224 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 25,251 | 19.13 | 2,542 | 19.17 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1,018,869 | 4.06 | 103 | 4.08 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 11,702 | 197.08 | 1,178 | 197.47 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 99,500 | 8.09 | 10,019 | 8.12 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 279,996 | 16.89 | 28,193 | 16.91 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 16,150 | 18.32 | 1,626 | 18.34 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3,301 | 27.85 | 332 | 28.19 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 34,235 | 23.90 | 3,447 | 23.95 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 83,742 | 68.50 | 8,432 | 68.52 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 3,112 | 1,947.37 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 177,027 | 5.66 | 17,825 | 5.68 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 119,483 | 74.87 | 12,031 | 74.91 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 11,179 | 143.50 | 1,125 | 144.57 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 140,635 | 20.94 | 14,161 | 20.96 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 147,790 | 4.70 | 14,881 | 4.73 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3,800 | 383 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 172,906 | 23.77 | 17,410 | 23.79 | ||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 26,157 | 192.45 | 2,634 | 192.56 | ||||
| 2025-07-29 | 13F | Wcm Investment Management, Llc | 8,377 | 5.01 | 843 | 4.98 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 27,121 | 6.57 | 2,731 | 136,400.00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 97,927 | 2.98 | 9,860 | 3.01 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 79,966 | 8,052 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 21,484 | 30.31 | 2,163 | 30.38 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 417,900 | 2.72 | 42,078 | 2.74 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 29,240 | 46.45 | 2,944 | 46.47 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 86,594 | 11.89 | 8,719 | 11.91 | ||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 256,050 | 26 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 108,925 | 7.74 | 10,968 | 7.76 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 178,794 | 463.25 | 18,003 | 463.44 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 3,386 | 341 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 3,287 | 41.38 | 331 | 41.03 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4,774 | 481 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 200,365 | 4.80 | 20,175 | 4.82 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 252,770 | 70.11 | 25,451 | 70.14 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5,575 | 0.90 | 561 | 0.90 | ||||
| 2025-08-14 | 13F | Ategra Capital Management, LLC | 18,749 | 1,888 | ||||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 635,800 | 19.24 | 64,019 | 19.27 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19,784 | 332.82 | 1,992 | 333.04 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,017 | 131.58 | 707 | 131.48 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 49,053 | 17.62 | 4,939 | 17.65 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 2,127 | 214 | ||||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 124,602 | 12,546 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 393,846 | 13.88 | 39,656 | 13.90 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 5,014 | 505 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 22,886 | 2,304 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 170,838 | 57.96 | 17,202 | 58.00 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 5,727 | 130.56 | 577 | 130.40 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 24,027 | 2,419 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 7,050 | 710 | ||||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 58,829 | 5,923 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 18,321 | 1,845 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 114,515 | 23.89 | 11,531 | 23.93 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 97,978 | 3.12 | 10 | 0.00 | ||||
| 2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 484,717 | 48,806 | ||||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 9,776 | 26.99 | 984 | 27.13 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 9,063 | 126.35 | 913 | 126.30 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 10,237 | 1,031 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 4,066 | 409 | ||||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 30,643 | 441.01 | 3,085 | 441.23 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 8,314 | 0.89 | 837 | 0.97 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 25,392 | 482.65 | 2,557 | 483.56 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10,943 | 8.85 | 1,102 | 8.79 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 21,857 | 53.39 | 2,201 | 53.42 | ||||
| 2025-07-17 | 13F | Peavine Capital, Llc | 674,506 | 67,916 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 260,709 | 43.56 | 26,167 | 43.46 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,699 | 258.99 | 1,379 | 259.11 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,578 | 311.26 | 360 | 313.79 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 7,989 | 1.04 | 804 | 1.13 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 4,834 | 487 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14,382 | 600.54 | 1,448 | 602.91 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,357,194 | 50.88 | 136,656 | 50.91 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,716,119 | 90.40 | 172,333 | 89.93 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,628 | 5.71 | 264 | 5.20 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 2,022 | 204 | ||||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 147,337 | 14,835 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 34,569 | 3,481 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 3,309 | 28.60 | 333 | 28.57 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 164,381 | 1.89 | 16,551 | 1.91 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 11,866 | 53.23 | 1,195 | 53.27 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 1,185,882 | 90.91 | 119,406 | 90.95 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10,090 | 7.57 | 1,016 | 7.52 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 6,862 | 691 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 26,780 | 35.40 | 2,696 | 35.41 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 84,235 | 3.91 | 8,482 | 3.93 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4,482 | 450 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 241,423 | 5.48 | 24,309 | 5.50 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 38,206 | 0.24 | 3,847 | 0.26 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5,705 | 17.44 | 574 | 17.38 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 683 | 1.04 | 69 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,056,864 | 40.73 | 307,796 | 40.75 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3,705 | 22.32 | 373 | 22.70 | ||||
| 2025-07-30 | 13F/A | Alpha Wealth Funds, LLC | 670,827 | 13.83 | 67,546 | 13.85 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 443,966 | 6.28 | 44,703 | 6.30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33,407 | 145.24 | 3,364 | 146.19 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 20,016 | 12.18 | 2,015 | 12.19 | ||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 34,375 | 38.01 | 3,461 | 38.05 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1,954 | 22.12 | 197 | 21.74 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 7,297 | 23.62 | 735 | 23.57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 742,000 | 7.89 | 74,712 | 7.91 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 608,670 | 13.20 | 61,287 | 13.22 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 206 | 21 | ||||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 137,856 | 64.34 | 13,881 | 64.38 | ||||
| 2025-08-12 | 13F | Maxi Investments CY Ltd | 994,470 | 459.72 | 100 | 488.24 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 6,036 | 1.00 | 606 | 0.67 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4,828 | 10.08 | 486 | 10.20 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4,737 | 47.02 | 477 | 46.91 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 48,506 | 20.89 | 4,884 | 20.92 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 10,766 | 4.47 | 1,084 | 4.53 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 24,911 | 57.98 | 2,508 | 58.03 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 16 | 2 | ||||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 9,355 | 42.02 | 942 | 41.93 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 995 | 10.80 | 100 | 11.11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 724,972 | 53.99 | 73 | 53.19 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 66,769 | 7.28 | 6,723 | 7.29 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 28,883 | 44.02 | 2,908 | 44.10 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 508,187 | 51,169 | ||||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 7,840 | 789 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 93,454 | 84.53 | 9,410 | 84.56 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 41,737 | 11.00 | 4,203 | 11.02 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,545,788 | 249.48 | 156 | 252.27 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 539,000 | 2.86 | 54,272 | 2.88 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 28,412 | 3.77 | 2,861 | 3.77 |
