Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Portfolio S&P 500 ETF meliputi Kedalion Capital Management LLP, TIG Advisors, LLC, Exchange Traded Concepts, Llc, EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB, Nissay Asset Management Corp /japan/ /adv, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, SIRAX - Sierra Tactical All Asset Fund Class A, ALLW - SPDR Bridgewater All Weather ETF, Sykon Capital Llc, Twin Tree Management, LP, Tradewinds, LLC., Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Moulton Wealth Management, Inc, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Blue Capital, Inc., Ascension Capital Advisors, Inc., M Holdings Securities, Inc., Bradley Foster & Sargent Inc/ct, Meitav Dash Investments Ltd, dan Midwest Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 11,591 | 9.17 | 843 | 20.63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 124,564 | 3.39 | 9,055 | 14.29 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 457,590 | 9.06 | 33,262 | 20.55 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 76,589 | 6.54 | 5,567 | 17.77 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 175,002 | 3.26 | 12,721 | 14.14 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 113,123 | 13.73 | 8,223 | 25.72 | ||||
| 2025-08-08 | 13F | Creative Planning | 31,140,324 | 1.04 | 2,263,590 | 11.69 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1,966,408 | 2.59 | 142,938 | 13.40 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 791 | 0.51 | 57 | 11.76 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 5,502 | 2.40 | 400 | 13.03 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 37,842 | 13.57 | 2,751 | 25.51 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 16,666 | 1,211 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 419,555 | 3.87 | 30,497 | 14.82 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2,753 | 200 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2,929 | 213 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 36,815 | 0.77 | 2,676 | 11.41 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 6,645 | 0 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 373,635 | 13.93 | 27,160 | 38.81 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 26,647 | 17.18 | 1,937 | 29.50 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 125 | 9 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 13,383 | 3.47 | 973 | 14.35 | ||||
| 2025-07-18 | 13F | Vicus Capital | 48,103 | 0.67 | 3,497 | 11.27 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 25,847 | 13.22 | 1,879 | 25.12 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 33,151 | 2.51 | 2,410 | 13.31 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 7,201 | 7.62 | 523 | 18.86 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 232,647 | 537.23 | 16,911 | 604.63 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 3,746 | 272 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 41,668 | 1.27 | 3,029 | 11.94 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 9,079 | 660 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 59,401,970 | 88.51 | 4,317,929 | 108.37 | ||||
| 2025-07-23 | 13F | Louisiana State Employees Retirement System | 533,400 | 7.15 | 38,773 | 18.44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,177,549 | 3.73 | 85,596 | 14.66 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4,409 | 121.78 | 320 | 150.00 | ||||
| 2025-08-14 | 13F | USS Investment Management Ltd | 41,572,102 | 96.09 | 3,021,668 | 116.76 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 889,651 | 2.66 | 64,669 | 13.48 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 656,054 | 8.57 | 47,689 | 20.01 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 859 | 62 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 231 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 920,220 | 7.92 | 67 | 17.86 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 593,185 | 19.93 | 43,119 | 32.57 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 41,523 | 3.84 | 3,018 | 14.80 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 87,352 | 241.01 | 6,350 | 277.02 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 16,877 | 0.11 | 1,227 | 10.65 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 111,757 | 9.99 | 8,124 | 21.58 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 225,968 | 67.08 | 16,426 | 84.70 | ||||
| 2025-08-08 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 9,536,000 | 6.51 | 693,172 | 17.74 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 63,578 | 4.37 | 4,622 | 15.38 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 23,166 | 21.14 | 1,684 | 33.89 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 34,520 | 17.98 | 2,509 | 30.41 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 2,335,301 | 68.70 | 169,753 | 87.59 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 113,557 | 30.08 | 8,254 | 43.80 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 440 | 32 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 175,699 | 54.77 | 12,772 | 71.08 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 22,930 | 1,684 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,307,503 | 15.90 | 167,732 | 28.12 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 5,250 | 9.56 | 382 | 20.95 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 194,522 | 20.90 | 14,140 | 33.64 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 187,501 | 74.50 | 13,629 | 92.88 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 12 | 1 | ||||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 3,706 | 269 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 213,332 | 13.14 | 15,507 | 25.07 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 436,977 | 101.65 | 28,736 | 92.35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 367,976 | 431.11 | 26,748 | 485.04 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 2,053,233 | 2.58 | 149,250 | 13.39 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 19,957 | 13.59 | 1,451 | 25.54 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 37,666 | 2,738 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 39,667 | 0.15 | 2,892 | 10.64 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 13,694 | 0.48 | 995 | 11.05 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 90,094 | 1,664.47 | 6,549 | 1,854.63 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 199,609 | 14,510 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 3,440 | 258 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 33,628 | 2,444 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 280,211 | 78.80 | 20,369 | 97.65 | ||||
| 2025-08-05 | 13F | Rockline Wealth Management, LLC | 2,993 | 218 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 87 | 141.67 | 6 | 200.00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 9,710 | 5.37 | 706 | 15.95 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 67,294 | 2.35 | 4,892 | 13.14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 61,649 | 149.59 | 4,481 | 175.92 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 143,554 | 5.77 | 10,435 | 16.92 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 122,055 | 27.02 | 8,462 | 42.24 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 913,360 | 66,392 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 5,317,895 | 3.75 | 386,558 | 14.68 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 376 | 0.27 | 27 | 12.50 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 199,519 | 0.24 | 14,503 | 10.80 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 12,502 | 27.08 | 909 | 40.56 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1,257,410 | 2.22 | 91,401 | 13.00 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 100,175 | 96.76 | 7,282 | 117.47 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 53,269 | 11.70 | 3,882 | 23.13 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 5,897 | 388 | ||||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 611,381 | 78.92 | 44,441 | 97.77 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 43,329 | 4.54 | 3,150 | 15.56 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 17,775 | 1.80 | 1,292 | 12.54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 32,426 | 57.85 | 2,357 | 74.59 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 45,974 | 7.19 | 3,342 | 18.48 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 5,906 | 82.12 | 429 | 101.41 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 82,928 | 6,028 | ||||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 180,872 | 3.20 | 13,148 | 14.07 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 75,142 | 19.31 | 5,462 | 31.90 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 580 | 42 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 13,547 | 222.09 | 1,024 | 273.72 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 101,807 | 3.21 | 7,400 | 14.09 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 998 | 0.20 | 73 | 10.77 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 9,177 | 57.68 | 667 | 74.61 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 131,018 | 2.03 | 9,083 | 1.21 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 3,000 | 218 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 35,858 | 19.15 | 2,607 | 31.68 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 31,350 | 2,279 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 2,338 | 112.93 | 170 | 134.72 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 186,322 | 23.04 | 13,544 | 36.00 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 3,252 | 0.31 | 236 | 10.80 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,870 | 3,125.00 | 281 | 3,914.29 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 714,771 | 5.46 | 51,957 | 16.57 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1,384 | 56.56 | 101 | 72.41 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 24,623 | 1,790 | ||||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 3,791 | 0.11 | 276 | 10.44 | ||||
| 2025-06-26 | NP | ALLW - SPDR Bridgewater All Weather ETF | 394,482 | 25,720 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 13,954 | 127.23 | 1,014 | 151.61 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 92,007 | 6,688 | ||||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 62,702 | 15.49 | 4,558 | 27.65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 44,200,159 | 42.24 | 3,196,556 | 57.36 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 141,967 | 16.09 | 10,320 | 28.33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20,870 | 4.25 | 1,578 | 24.74 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 123,514 | 0.32 | 8,978 | 10.89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 474,264 | 4.02 | 34,474 | 14.98 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 92 | 7 | ||||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 3,238 | 235 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5,487 | 1.42 | 398 | 12.11 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 71,212 | 1.25 | 5,176 | 11.91 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 3,147 | 0.70 | 229 | 11.22 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5,694 | 2.12 | 431 | 18.46 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 154 | 6.94 | 11 | 22.22 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 28,546 | 10.60 | 2,083 | 30.29 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 41,367 | 6.34 | 3,021 | 21.52 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 10,980 | 0.17 | 798 | 10.83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4,135,132 | 46.65 | 300,583 | 62.11 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 77,936 | 0.23 | 5,665 | 10.80 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 588,463 | 563.66 | 42,775 | 633.70 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7,207 | 0.32 | 524 | 10.81 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 457,391 | 93.87 | 33,248 | 114.30 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 151,302 | 3.17 | 10,998 | 14.05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,772,865 | 2.17 | 274 | 13.22 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10,589 | 31.10 | 770 | 44.82 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 5,643 | 8.54 | 410 | 20.23 | ||||
| 2025-08-07 | 13F | PFG Advisors | 324,648 | 61.67 | 23,599 | 78.72 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 12,037 | 5.77 | 875 | 16.84 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 141,826 | 6.30 | 10 | 25.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3,425,956 | 75.57 | 252,048 | 96.43 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,822,093 | 11.56 | 205,138 | 23.32 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 47,370 | 171.96 | 3,443 | 200.70 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 224,128 | 46.31 | 16,292 | 61.73 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 56,316 | 2.40 | 4,094 | 13.19 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 375,228 | 6.09 | 27,275 | 17.27 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 37,840 | 2.84 | 2,751 | 13.68 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 3,503 | 8.22 | 259 | 21.70 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 11,039 | 14.83 | 802 | 26.90 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 18,637 | 1,355 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 84,957 | 45.39 | 6,176 | 60.72 | ||||
| 2025-08-14 | 13F | TIG Advisors, LLC | 5,910,541 | 429,787 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,068,772 | 85.02 | 78 | 108.11 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 89,716 | 2.49 | 6,521 | 13.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 549,971 | 0.29 | 39,977 | 10.86 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 638,521 | 18.67 | 46,414 | 31.18 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 8,065 | 2.26 | 586 | 13.13 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2,139 | 5.63 | 155 | 16.54 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 89,297 | 0.62 | 6,491 | 11.23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 36,874 | 0.49 | 2,680 | 11.11 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 855,769 | 14.06 | 62,206 | 26.08 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 570,503 | 14.05 | 41,470 | 26.06 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 259,846 | 156.83 | 19,317 | 190.34 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 391 | 28 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9,046 | 10.13 | 658 | 21.67 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 139,360 | 21.69 | 10,230 | 42.24 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 19,175 | 17.59 | 1,394 | 29.94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,137,001 | 12.82 | 300,719 | 24.71 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 32,164 | 5.68 | 2,338 | 16.79 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 177 | 13 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 82,706 | 1.53 | 6,012 | 12.23 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 29,816 | 12.37 | 2,167 | 24.25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,725,983 | 57.58 | 198 | 75.22 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 83,385 | 2.39 | 6,061 | 13.18 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 2,759 | 201 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 30,204 | 21.70 | 2,196 | 34.50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 448,526 | 221.69 | 32,603 | 255.62 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 40,635 | 1.21 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 25,881 | 2.12 | 1,881 | 12.91 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 7,581,592 | 3.14 | 551,106 | 14.01 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 433,011 | 24.31 | 31,476 | 37.42 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3,732 | 13.30 | 271 | 25.46 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 24,486 | 553.48 | 1,780 | 623.17 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 2,925 | 213 | ||||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 443,416 | 11.69 | 32,232 | 23.46 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 199,609 | 22.52 | 14,510 | 35.43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,265 | 11.87 | 528 | 23.65 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 8,754 | 19.10 | 636 | 31.68 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 2,788 | 203 | ||||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 45,288 | 1.21 | 3,292 | 11.86 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6,122 | 445 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 187,330 | 13.25 | 13,617 | 25.19 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7,822 | 2.70 | 569 | 13.60 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 118,967 | 185.58 | 8,648 | 215.70 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 16,338 | 1,188 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 5,968 | 47.39 | 434 | 55.20 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 24,748 | 175.50 | 1,799 | 204.75 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 489 | 194.58 | 36 | 250.00 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 45,902 | 42.98 | 3,337 | 75.21 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 9,972 | 48.70 | 725 | 64.55 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 39,930 | 10.28 | 2,902 | 21.88 | ||||
| 2025-08-14 | 13F | Norinchukin Bank, The | 3,511,270 | 2.96 | 255,234 | 13.81 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 5,042 | 0.06 | 367 | 10.57 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 23,970 | 4.11 | 1,742 | 15.06 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 5,288 | 1.75 | 384 | 12.61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 39,980 | 39.16 | 2,906 | 53.84 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 28,016 | 2,036 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1,176,217 | 1.99 | 85,499 | 12.74 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 281 | 2.18 | 20 | 11.11 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 72 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 65,611 | 19.49 | 4,769 | 32.11 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 3,123 | 205 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4,615 | 37.97 | 335 | 52.97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8,430 | 24.13 | 613 | 40.37 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 273,770 | 0.11 | 18,003 | -4.51 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 21,013 | 0.69 | 1,527 | 11.30 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 35,123 | 3.31 | 2,553 | 14.23 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 96,497 | 7.61 | 7,014 | 18.96 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3,831 | 278 | ||||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 6,079 | 2.31 | 442 | 13.08 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 336,170 | 8.60 | 24,436 | 20.04 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 349,460 | 27.65 | 25,402 | 41.10 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 758,839 | 0.23 | 55,160 | 10.79 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2,992 | 224 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 81,521 | 0.62 | 5,926 | 11.23 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 86,770 | 65.64 | 6,477 | 96.39 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 642,161 | 11.57 | 46,679 | 23.32 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 107,300 | 18.06 | 7,800 | 30.51 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 617,700 | 1.35 | 44,901 | 12.03 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 20 | 1 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2,084 | 33.42 | 151 | 48.04 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 15,282 | 1.06 | 1,124 | 25.31 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 128 | 9 | ||||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 12,025 | 2.65 | 874 | 13.51 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 166,087 | 2.50 | 12,073 | 13.30 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 995 | 72 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 4,063 | 0.02 | 295 | 10.49 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 20,505 | 85.15 | 1,491 | 104.67 | ||||
| 2025-08-06 | 13F | Kedalion Capital Management LLP | 7,014,380 | 509,875 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 14,257 | 1,036 | ||||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 26,659 | 316.87 | 1,938 | 361.19 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 482,200 | 35,051 | ||||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 293,571 | 12.14 | 21,340 | 23.96 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 10,150 | 738 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 47,993 | 32.20 | 3,489 | 46.12 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 145,768 | 4.57 | 10,596 | 15.59 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1,587,263 | 22.69 | 115,378 | 35.62 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 70,588 | 14.19 | 5,131 | 26.22 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 940 | 0.32 | 68 | 11.48 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 5,051 | 0 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 4,117 | 299 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 82,139 | 3.80 | 5,971 | 14.74 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4,822 | 351 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 31,474 | 332.39 | 2,288 | 378.45 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 229,784 | 2.64 | 16,703 | 13.46 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 13,106 | 0.06 | 953 | 15.53 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 55,181 | 12.05 | 4,011 | 23.87 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 308,914 | 2.35 | 22,455 | 13.14 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1,649,753 | 9.87 | 119,921 | 21.44 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 97,242 | 2.81 | 7,068 | 13.65 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11,883 | 7.35 | 864 | 18.71 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Put | 12,800 | 13 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 1,622,431 | 79.70 | 117,935 | 98.64 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 26,685 | 18.98 | 1,940 | 31.55 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 50,518 | 0.24 | 3,672 | 10.80 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 568,746 | 2.32 | 41,342 | 13.10 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 9,144 | 21.11 | 665 | 33.87 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2,975 | 216 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 279,164 | 0.78 | 20,292 | 11.40 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 118,100 | 1.44 | 8,618 | 15.77 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1,569 | 52.18 | 114 | 70.15 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 87,329 | 6,348 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 2,412 | 175 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 11,914 | 0.05 | 866 | 10.60 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 106,046 | 2.01 | 7,708 | 12.76 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 106,475 | 49.16 | 7,735 | 82.64 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17,713 | 27.99 | 1,288 | 59.28 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 20,429 | 6.78 | 1,485 | 18.04 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 59,729 | 4.14 | 4,342 | 15.12 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 292 | 21 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 237,591 | 5.33 | 17,271 | 16.43 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38,436 | 77.48 | 2,794 | 96.14 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 145,934 | 10,608 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 47,799 | 374.43 | 3,143 | 352.88 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 675,230 | 43.67 | 49,083 | 58.82 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 226,767 | 4.98 | 16,484 | 16.04 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 770,715 | 3.56 | 56,023 | 14.48 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 43,732 | 18.10 | 3,179 | 30.51 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 610,231 | 2.20 | 44,358 | 12.97 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 35,023 | 247.00 | 2,624 | 301.84 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 5,256 | 28.79 | 382 | 42.54 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 3,426 | 249 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 23,821 | 1,732 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 176,445 | 7.88 | 12,826 | 19.25 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 14 | 1 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 65,767 | 5.12 | 4,781 | 16.19 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 93,124 | 14.97 | 6,765 | 27.02 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 105,504 | 5.30 | 7,669 | 16.41 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 8,044 | 2.68 | 585 | 13.40 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 11 | 1 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 51,659 | 12.78 | 3,755 | 24.67 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 9,937 | 0.47 | 722 | 6.02 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 1,103,488 | 1.69 | 80 | 12.68 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 2,768 | 201 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7,290 | 21.54 | 537 | 36.04 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 634 | 246.45 | 46 | 283.33 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 6,572 | 100.00 | 478 | 120.83 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 196,716 | 0.82 | 14,299 | 11.45 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 8,500 | 618 | ||||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 503,396 | 91.95 | 36,592 | 112.19 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 4,807 | 0.46 | 349 | 11.15 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 664,018 | 0.19 | 48,267 | 10.75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 643,254 | 13.91 | 46,758 | 25.92 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 582,460 | 6.72 | 42,339 | 17.97 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 171,601 | 10.45 | 12,800 | 24.78 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 1,112 | 209.75 | 81 | 247.83 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5,902 | 429 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 729 | 143.00 | 53 | 173.68 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,087 | 26.81 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6,439 | 40.99 | 468 | 56.00 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 253,015 | 3.30 | 18,392 | 14.19 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6,046 | 439 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 8,708 | 33.05 | 633 | 46.98 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6,479 | 0.29 | 471 | 10.85 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1,994 | 0.10 | 145 | 9.92 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 290,740 | 6.44 | 21,134 | 17.65 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,055,143 | 10.58 | 149,388 | 22.23 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 182,976 | 0.50 | 13,301 | 11.08 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 289,537 | 1,225.54 | 21 | 2,000.00 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 5,108 | 2.12 | 371 | 13.11 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 7,994 | 12.04 | 581 | 23.88 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 22,637 | 1,645 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 9,915 | 0.74 | 652 | 3.66 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 4,406,753 | 5.33 | 320,327 | 16.43 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 28,523 | 6.38 | 2,073 | 17.58 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 219,988 | 214.93 | 15,991 | 248.14 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2,509 | 17.46 | 182 | 23.81 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 31 | 2 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3,437 | 2.87 | 250 | 13.70 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 9,538 | 0.28 | 693 | 10.72 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 12,767 | 928 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 231,439 | 7.65 | 16,823 | 18.99 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 50,649 | 0.23 | 3,682 | 10.77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9,940,516 | 17.16 | 723 | 29.62 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 14,198 | 20.60 | 1,032 | 33.33 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 11,450 | 21.16 | 832 | 33.98 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1,046,071 | 32.13 | 76,039 | 46.05 | ||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 1,064,700 | 77,393 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 78,417 | 94.49 | 5,700 | 115.01 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 12,591 | 915 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,112,170 | 6.26 | 80,843 | 17.46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | Put | 302,200 | 18.28 | 21,967 | 30.74 | |||
| 2025-07-16 | 13F | Dakota Wealth Management | 41,278 | 0.77 | 3,000 | 11.40 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2,959 | 15.59 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 999,568 | 24.53 | 72,659 | 31.30 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 2,862 | 208 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 115,334 | 16.47 | 8,384 | 28.73 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 299 | 22 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 114,330 | 47.71 | 8,311 | 63.29 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 24,345 | 8.47 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 851 | 62 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 592,919 | 45.29 | 43,099 | 60.60 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,242 | 90 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,131,592 | 0.74 | 82,255 | 11.35 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 16,920 | 104.67 | 1,113 | 95.43 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 19,141 | 1,391 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 331,880 | 15.81 | 24,124 | 28.02 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12,425 | 3.77 | 903 | 14.74 | ||||
| 2025-08-14 | 13F | Fmr Llc | 159,789 | 10.73 | 11,615 | 22.40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 42,158 | 34.54 | 3,064 | 48.74 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9,614 | 7.53 | 699 | 18.91 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2,801 | 204 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 103,866 | 1,515.33 | 7,550 | 1,689.10 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,256 | 91 | ||||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 79,815 | 39.15 | 5,802 | 53.79 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36,600 | 175.04 | 2,660 | 204.00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 25,866 | 4.28 | 1,880 | 15.27 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 6,242 | 454 | ||||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 5,357 | 389 | ||||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 3,859 | 281 | ||||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 2,264,471 | 0.57 | 164,604 | 23.22 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 16,473 | 1.92 | 1,197 | 12.71 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 14,680 | 49.99 | 1,067 | 65.94 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 870 | 63 | ||||||
| 2025-07-21 | 13F | River Street Advisors LLC | 91,053 | 2.74 | 6,619 | 13.57 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 7,545 | 0.13 | 548 | 10.71 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 241,694 | 304.78 | 17,566 | 347.43 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 570,500 | 41,470 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 65 | 5 | ||||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 262,740 | 20.86 | 19,099 | 33.60 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4,880 | 16.41 | 355 | 28.73 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 12,263 | 0.88 | 1 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1,040,376 | 5.78 | 75,625 | 16.92 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 1,052 | 18.87 | 76 | 31.03 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 129,109 | 7.31 | 9,385 | 18.62 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 9,598 | 11.32 | 698 | 23.14 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 119,004 | 2.40 | 8,652 | 13.20 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 19,957 | 20.46 | 1,451 | 39.02 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 25,425 | 15.18 | 1,848 | 27.36 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3,889 | 82.15 | 283 | 101.43 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 11,920 | 12.43 | 866 | 24.25 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 259,255 | 5.06 | 18,845 | 16.13 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 70,441 | 4.70 | 5,120 | 15.73 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 416 | 30 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 37,141 | 2,700 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | Call | 283,500 | 10.96 | 20,608 | 22.65 | |||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 41 | 3 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 7,569 | 25.73 | 550 | 39.24 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 898 | 20.21 | 65 | 32.65 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 19,103 | 5.37 | 1,389 | 16.44 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 805,761 | 17.36 | 58,571 | 29.73 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 561,432 | 1.94 | 40,811 | 12.68 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7,477 | 0.30 | 543 | 10.82 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 7,979 | 0.01 | 580 | 10.69 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 31 | 2 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 124,144 | 1.22 | 9,024 | 112,687.50 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 109,680 | 11.14 | 7,973 | 22.85 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 41,154 | 2,991 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 3,635 | 264 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2,316 | 75.32 | 168 | 95.35 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 78,186 | 5,683 | ||||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 2,983 | 217 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 43,804 | 71.50 | 3,168 | 89.75 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 144,872 | 0.69 | 10,531 | 11.30 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 21,794 | 5.09 | 1,584 | 16.21 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 606,321 | 37.61 | 44,073 | 52.11 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 11 | 450.00 | 1 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4,742 | 345 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 158,994 | 32.88 | 11,557 | 46.89 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,177 | 81.92 | 86 | 102.38 | ||||
| 2025-07-28 | 13F/A | Penbrook Management LLC | 3,500 | 254 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 68,914 | 258.18 | 5,009 | 295.97 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 34,181 | 145.61 | 2,485 | 171.48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8,477,966 | 5.49 | 609,735 | 15.37 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 27,390 | 4.70 | 1,991 | 15.70 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 64,687 | 10.73 | 4,702 | 22.42 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 3,701 | 20.20 | 269 | 33.17 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 130,049 | 6.98 | 9,453 | 18.25 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1,812,265 | 1.59 | 131,734 | 12.29 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 64,760 | 0.04 | 4,707 | 10.60 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 38,383 | 9.78 | 2,790 | 21.36 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 540,013 | 0.70 | 39,254 | 11.31 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 5,030 | 19.82 | 366 | 32.25 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 272,474 | 4.60 | 19,806 | 15.63 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,181 | 86 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 11,156 | 5.01 | 819 | 24.85 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 55,102 | 0.63 | 4,005 | 11.25 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 927,722 | 0.80 | 67,436 | 11.43 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 16,845 | 3.22 | 1,224 | 14.07 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 171,818 | 15.78 | 12,489 | 27.97 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 4,228 | 4.06 | 307 | 14.98 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 434,407 | 76.86 | 31,577 | 95.51 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 729 | 143.00 | 53 | 147.62 | ||||
| 2025-08-14 | 13F | Betterment LLC | 73,909,544 | 13.88 | 5,372 | 25.90 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 60 | 400.00 | 4 | |||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 22,257 | 57.99 | 1,618 | 74.62 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 49,063 | 3,566 | ||||||
| 2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 3 ETF | 120,000 | 65.98 | 8,320 | 64.63 | ||||
| 2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 1 ETF | 86,400 | 19.66 | 5,990 | 18.71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15,884,712 | 11.39 | 1,154,660 | 23.13 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3,178 | 231 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 12,386 | 22.67 | 900 | 35.75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 535,746 | 63.94 | 38,943 | 81.22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 115,512 | 30.40 | 8,397 | 44.14 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 223,647 | 16,257 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 315,127 | 0.56 | 22,907 | 11.17 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 204,293 | 11.19 | 14,850 | 22.91 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 171,674 | 20.87 | 12,415 | 34.13 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 752,588 | 8.54 | 54,706 | 19.98 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 480,481 | 1.60 | 34,926 | 12.31 | ||||
| 2025-08-13 | 13F | Mizuho Bank, Ltd. | 2,100,000 | 50.00 | 152,649 | 65.81 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 47,110 | 204,726.09 | 3,424 | 342,300.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 152,500 | 173.79 | 11,085 | 202.70 | |||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 14,501 | 12.80 | 1,054 | 24.73 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 2,758 | 200 | ||||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 121,076 | 3.25 | 8,801 | 14.12 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 47,620 | 5.72 | 3,461 | 16.85 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 28,414 | 0.23 | 2,065 | 10.78 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 28,387 | 22.07 | 2,112 | 38.06 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 184,594 | 54.64 | 13,418 | 70.95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 63,534 | 114.99 | 4,496 | 142.90 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4,254 | 2.63 | 309 | 13.60 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 13,835 | 0.42 | 1,006 | 10.93 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 8,245 | 599 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 3,780 | 14.72 | 275 | 26.85 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 26,806 | 2.90 | 1,949 | 13.72 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 29,352 | 10.13 | 2,134 | 21.75 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,627,089 | 246.46 | 118,273 | 282.97 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,500 | 109 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 229,651 | 4.09 | 16,693 | 15.05 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 154,363 | 1.71 | 11,221 | 12.42 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 575,614 | 0.52 | 41,628 | 10.55 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 7,039 | 111.44 | 512 | 134.40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 151,024 | 137.66 | 10,978 | 162.69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,396,513 | 20.44 | 102 | 32.89 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,735,977 | 35.46 | 126,189 | 49.73 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 415,981 | 14.75 | 30,238 | 26.84 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,468 | 18.20 | 107 | 30.86 | ||||
| 2025-08-14 | 13F | Nepc Llc | 973,556 | 70,768 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 636,649 | 36.07 | 46,278 | 50.42 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 4,063 | 1.98 | 295 | 13.03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,565,033 | 19.82 | 259,142 | 32.45 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4,825 | 0.96 | 351 | 11.46 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 186,043 | 13,687 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1,809 | 3,748.94 | 131 | 4,266.67 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 2,280 | 166 | ||||||
| 2025-05-06 | NP | DFNDX - Kensington Defender Fund Institutional Class | 118,903 | 14.25 | 7,819 | 8.99 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 22,372 | 1,626 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 285,043 | 5.16 | 20,720 | 16.25 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 374,540 | 46.64 | 27,225 | 62.10 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 6,774 | 16.53 | 497 | 30.10 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 248,298 | 10.56 | 18,049 | 22.21 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 464,827 | 4.57 | 33,788 | 15.59 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 87,820 | 28.13 | 6,384 | 41.62 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 106,828 | 13.17 | 7,765 | 25.10 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 48,435 | 17.11 | 3,521 | 29.46 | ||||
| 2025-08-07 | 13F | Nwam Llc | 50,601 | 42.08 | 3,678 | 57.11 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 138,191 | 3.95 | 10,045 | 14.91 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2 | 79,218 | 10.64 | 5,758 | 22.30 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 500,817 | 2.88 | 36,404 | 13.72 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 970 | 1.25 | 71 | 12.90 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 710,891 | 20.37 | 51,675 | 33.06 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26,275 | 108.27 | 1,910 | 130.28 | ||||
| 2025-05-15 | 13F | Evergreen Capital Management Llc | Put | 66 | ||||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 420,143 | 12.96 | 30,540 | 24.86 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26,372 | 6.57 | 1,917 | 17.76 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 793,284 | 5.03 | 57,664 | 16.09 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 116,132 | 6.17 | 8,442 | 17.37 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 14,765 | 0.78 | 1,086 | 22.71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 13,743,533 | 22.18 | 999,018 | 35.06 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 70,534 | 5.08 | 5,127 | 16.18 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 321,497 | 23,370 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 49,489 | 0.24 | 3,597 | 10.81 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 111,605 | 8.20 | 8,113 | 19.61 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 170,896 | 5.01 | 12,422 | 16.08 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 73,514 | 0.79 | 5,344 | 11.41 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 5,308 | 6.74 | 386 | 17.74 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 2,984 | 217 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 3,905 | 0 | ||||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 7,570 | 18.28 | 550 | 30.95 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 765,921 | 3.17 | 55,675 | 14.04 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 3,646 | 267 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 10,846 | 3.98 | 788 | 15.04 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 6,470 | 0.40 | 470 | 11.11 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5,472 | 2.17 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB | 1,169,897 | 85,040 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 134,245 | 628.40 | 9,758 | 705.78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 615,200 | 117.46 | 44,719 | 140.38 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 282,800 | 33.65 | 20,557 | 47.74 | |||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25,074 | 2.04 | 1,823 | 12.82 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,416 | 0.07 | 103 | 9.68 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 62,455 | 8.61 | 4,537 | 19.99 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 3,320 | 241 | ||||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 11,460 | 14.36 | 754 | 9.13 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 309,703 | 0.49 | 22,512 | 11.08 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 183,225 | 40.16 | 13,319 | 54.93 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20,425 | 15.55 | 1,485 | 27.71 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 61,360 | 50.46 | 4,460 | 66.36 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 104,122 | 2.70 | 7,600 | 15.20 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 1,029,929 | 6.89 | 74,866 | 18.16 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 60,279 | 14.92 | 4,382 | 27.21 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11,633 | 113.06 | 846 | 135.38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 506,104 | 9.46 | 36,789 | 21.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 175,705 | 23.05 | 12,772 | 36.01 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 30,688 | 17.22 | 2,253 | 42.35 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 687,773 | 7,168.79 | 9 | -98.55 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,352 | 171 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 369,916 | 16.36 | 26,889 | 28.62 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 5,467 | 18.90 | 397 | 31.46 | ||||
| 2025-07-23 | 13F | Somerville Kurt F | 3,000 | 218 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 5,735 | 13.21 | 417 | 24.92 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3,167 | 230 | ||||||
| 2025-08-08 | 13F | Geode Capital Management, Llc | 10,330 | 10.58 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 141,702 | 3.85 | 10,300 | 14.80 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 6,087 | 442 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 12,267 | 4.46 | 919 | 23.85 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 5,022 | 338 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | 22 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 94,828 | 4.04 | 6,893 | 15.02 | ||||
| 2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 2 ETF | 87,400 | 25.21 | 6,059 | 24.21 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 149,342 | 4.89 | 10,856 | 15.95 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 147,215 | 0.58 | 10,701 | 11.18 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 583,010 | 11.96 | 42,379 | 23.76 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 118,328 | 13.61 | 8,601 | 25.58 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 49,191 | 27.60 | 3,576 | 41.03 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 3,183 | 231 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12,287 | 20.12 | 893 | 32.89 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 11,846 | 14.58 | 861 | 26.80 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 108,578 | 10.69 | 7,893 | 22.36 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 72,873 | 5,297 | ||||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 163,075 | 1.27 | 11,854 | 11.49 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 46,566 | 3,385 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 171,512 | 1.74 | 12,467 | 12.47 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 107,236 | 9.15 | 7,791 | 19.46 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 33,623 | 1.72 | 2,444 | 12.47 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10,257 | 14.54 | 746 | 26.70 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 199,417 | 1.52 | 14,496 | 12.22 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 29,017 | 72.51 | 2,123 | 104.63 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 330,847 | 8.77 | 24,628 | 22.70 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 117,794 | 3.45 | 8,562 | 14.36 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 236,761 | 3.71 | 17,210 | 14.64 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 14,473 | 243.04 | 1,052 | 279.78 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 11,637 | 846 | ||||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 159,189 | 5.25 | 11,571 | 16.35 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 174,230 | 12,665 | ||||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 20,493 | 0.31 | 1,490 | 10.87 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 24,372 | 1.67 | 1,772 | 12.37 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 94,513 | 902.37 | 6,870 | 1,008.06 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 38,231 | 13.36 | 2,779 | 25.35 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 35,931 | 0.39 | 2,612 | 10.96 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 206,635 | 3.83 | 15,020 | 14.77 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 3,262 | 75.66 | 237 | 94.26 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 305,860 | 2.63 | 22,233 | 13.45 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 27,928 | 0.03 | 1,837 | -4.57 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4,991,489 | 0.27 | 362,831 | 10.84 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,401 | 14.36 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 17,034 | 31.13 | 1,238 | 44.96 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 126,092 | 1.13 | 9,166 | 11.80 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 143,269 | 15.45 | 10,414 | 27.62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6,433,969 | 43.37 | 467,685 | 58.48 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 5,214 | 13.92 | 343 | 8.57 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 169 | 22.46 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 376,949 | 1,002.38 | 27,400 | 1,118.86 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 586,234 | 18.65 | 42,613 | 31.15 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 28,132 | 4.15 | 2,045 | 15.09 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4,666 | 3.30 | 339 | 14.14 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 197,706 | 10.07 | 14,371 | 16.06 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 5,530 | 54.60 | 402 | 70.64 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 46,341 | 53.70 | 3,369 | 69.93 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 47,809 | 7.66 | 3,475 | 19.01 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 10,794 | 0.05 | 785 | 10.58 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 40,950 | 20.68 | 2,977 | 33.39 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 160,344 | 274.36 | 11,655 | 313.88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4,299,447 | 14.25 | 312,527 | 26.29 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 6,412 | 464 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 95,030 | 44.79 | 6,908 | 60.03 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 11,794 | 857 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 13,574 | 35.08 | 987 | 49.39 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 167,005 | 19.44 | 12,140 | 25.94 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 6,651 | 503 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 448,873 | 15.26 | 29,518 | 9.94 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 16,556 | 3.85 | 1,203 | 14.79 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 4,675 | 9.10 | 340 | 20.64 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,671,668 | 1.60 | 339,573 | 12.53 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 2,896 | 211 | ||||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 44,960 | 2.04 | 3,268 | 12.81 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 400,023 | 8.16 | 29,078 | 19.56 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 343,984 | 0.14 | 25,004 | 10.69 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 5,249 | 2,008.03 | 382 | 2,281.25 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 114,923 | 58.24 | 8,354 | 74.93 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 108,869 | 4.98 | 7,914 | 16.04 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 10,954 | 11.01 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4,799 | 180.48 | 349 | 210.71 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1,650 | 1.41 | 0 | |||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 6,725 | 2.31 | 489 | 12.96 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 13,194 | 959 | ||||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 9,265 | 673 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 224,363 | 87.12 | 16,309 | 106.85 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 307,793 | 2.02 | 22,373 | 12.77 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 22,145 | 1.26 | 1,610 | 11.89 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 303,879 | 22,089 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 7,187 | 4.66 | 522 | 15.74 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 913,360 | 58.74 | 66,392 | 75.47 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 60,196 | 6.21 | 4,376 | 17.39 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 141,190 | 2.00 | 10,263 | 12.76 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 2,805 | 204 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1,544 | 21.77 | 112 | 34.94 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 19,997 | 11.26 | 1,454 | 23.03 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6,018 | 16.65 | 437 | 28.91 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 15,000 | 1,090 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 5,063 | 18.05 | 368 | 30.50 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 5,412 | 1.03 | 393 | 11.65 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 485,491 | 0.88 | 35,290 | 11.52 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 177,853 | 3.23 | 12,928 | 14.10 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1,265,046 | 4.57 | 91,956 | 15.59 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 4,146 | 301 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 103,321 | 1.11 | 7,510 | 11.77 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9,014 | 112.64 | 655 | 135.61 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 3,600 | 0.17 | 262 | 10.59 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 349,028 | 12.76 | 25,371 | 24.64 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 4,701 | 1.78 | 342 | 12.54 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 4,733 | 21.83 | 344 | 34.90 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 989 | 83.49 | 72 | 102.86 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 8,181 | 2.03 | 595 | 12.71 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 419,871 | 11.98 | 30,520 | 23.78 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 366,552 | 26,645 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 717 | 57.58 | 52 | 79.31 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 13,228 | 4.05 | 962 | 14.95 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 177,799 | 6.85 | 12,924 | 18.11 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 25,534 | 21.00 | 1,856 | 33.81 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 21,468 | 507.47 | 1,561 | 572.41 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 669 | 36.53 | 49 | 50.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 18,209 | 0.49 | 1,247 | -0.24 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 12,374 | 0.45 | 899 | 10.99 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 7,707 | 1 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 12,437 | 2.58 | 904 | 13.43 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 106,217 | 29.78 | 7,721 | 43.47 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 167,862 | 20.91 | 12,202 | 33.65 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 5,057 | 368 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 11,420 | 84.52 | 830 | 104.43 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 10,654 | 3.71 | 774 | 14.67 | ||||
| 2025-07-15 | 13F | Maseco Llp | 6 | 0 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 5,354 | 389 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 16,300 | 226.00 | 1,179 | 261.35 | |||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10,605 | 0.23 | 771 | 10.79 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 13,400 | 969 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 11,231 | 15.24 | 812 | 27.47 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4,800 | 349 | ||||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 4,942 | 0.04 | 359 | 10.80 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 4,958 | 0.16 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 115,015 | 4.45 | 8,360 | 15.45 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 179,949 | 22.03 | 13,251 | 51.45 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 813 | 0.62 | 59 | 11.32 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 12,936 | 3.67 | 940 | 14.63 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 2,904 | 211 | ||||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 2,874 | 209 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3,106 | 28.51 | 226 | 42.41 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 65,666 | 738.11 | 4,773 | 826.80 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 43,788 | 51.64 | 3,183 | 67.65 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 10,545 | 0.19 | 767 | 10.69 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 31,531 | 3.57 | 2,292 | 14.44 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 34,384 | 7.77 | 2,499 | 19.11 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 17,851 | 8.81 | 1,298 | 20.32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 44,732,770 | 6.61 | 3,251,625 | 17.84 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 6,465 | 29.25 | 470 | 42.99 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 3,554,841 | 3.12 | 258,401 | 13.99 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 29,206 | 19.91 | 2,123 | 32.54 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 193,100 | 14,036 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 581 | 0.35 | 42 | 10.53 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 13,141 | 22.23 | 955 | 35.27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 119,647 | 99.34 | 8,697 | 120.34 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 30,180 | 1.43 | 2,194 | 12.12 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 7,042 | 1.41 | 512 | 12.06 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13,502 | 0.28 | 981 | 10.85 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 43,408 | 129.88 | 3,155 | 154.23 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 741,078 | 5.45 | 53,869 | 16.56 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 726,076 | 1.62 | 52,778 | 12.33 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 83,811 | 6 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 126,303 | 41.10 | 9,181 | 55.96 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 8,000 | 1 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 7 | 1 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 239,783 | 1.90 | 17,430 | 13.31 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 23,328 | 1,696 | ||||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 106,348 | 6.83 | 7,730 | 18.09 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 92 | 41.54 | 7 | 50.00 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 442,147 | 12.61 | 32,140 | 24.48 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 128,930 | 0.84 | 9,372 | 11.47 | ||||
| 2025-08-14 | 13F | State Street Corp | 1,614,508 | 2.05 | 117,359 | 12.81 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 78,563 | 128.71 | 5,166 | 118.16 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 5,750 | 17.92 | 418 | 30.31 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 10,988 | 15.15 | 799 | 27.27 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 44,644 | 1,131.22 | 3,245 | 1,263.45 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 39,296 | 170.54 | 2,856 | 199.06 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 315,755 | 16.31 | 22,952 | 28.58 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 7,253 | 3.08 | 527 | 21.20 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 128,780 | 1.83 | 9,361 | 12.55 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 371,718 | 7.79 | 27,020 | 19.15 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 175,104 | 24.81 | 13 | 33.33 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 134,831 | 31.36 | 10 | 50.00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 90,884 | 0.50 | 6,606 | 11.10 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 10,370 | 15.17 | 754 | 27.20 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 514 | 0.19 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,404,388 | 174,775 | ||||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 10,411 | 0.78 | 757 | 11.34 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 150 | 0.67 | 11 | 11.11 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 326,422 | 2.59 | 23,728 | 13.40 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 23,767 | 143.46 | 1,728 | 169.42 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 1,031,134 | 12.19 | 74,953 | 24.02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,131,460 | 35.65 | 155 | 49.51 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 119,095 | 3.59 | 9 | 14.29 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3,077 | 224 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 215,602 | 6.46 | 15,672 | 17.68 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 95,382 | 0.41 | 6,933 | 10.98 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3,632,364 | 6.97 | 264,044 | 18.25 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 501,612 | 184.54 | 36,463 | 214.52 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 176,400 | 12,823 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 106,969 | 4.88 | 7,776 | 15.94 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 60,828 | 6.20 | 4,422 | 17.39 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4,312,251 | 7.18 | 313,458 | 18.48 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 1,593,630 | 23.87 | 115,841 | 36.93 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 318,691 | 12.79 | 23,166 | 24.68 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 307,324 | 566.13 | 22,340 | 636.53 |
